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Rising energy prices, hotter inflation and a tech-led market selloff may leave some space in the headlines to the upcoming SpaceX IPO, the largest in history. With a valuation approaching $1.8 trillion and demand reportedly more than four times oversubscribed, SpaceX is set to become one of the world's most valuable companies from day one. But can the stock live up to the hype? Will we see a massi...

Middle East tensions are flaring up again, oil prices remain surprisingly contained below $90 per barrel, but risks remain tilted to the upside. Another rise in oil prices is a threat to global risk appetite at a time major central banks turn hawkish on rising inflation and investors question the parabolic tech rally. So today’s US CPI report could become the next major market catalyst. Could infl...

Technology stocks bounced back as investors once again rushed to buy the dip, brushing aside concerns about valuations, energy risks and signs of strain in the broader economy. The latest rebound suggests that the AI trade remains the dominant force in global markets, with every pullback viewed as another buying opportunity. Meanwhile, hopes of a ceasefire between Iran and Israel helped ease oil p...

The AI trade may finally be showing its first real crack. After months of relentless gains, semiconductor and AI stocks came under heavy pressure as stronger-than-expected US jobs data pushed Treasury yields higher, raising questions about the sustainability of sky-high valuations. But rising yields are only part of the story. New reports suggest future AI infrastructure may require less DRAM memo...

Geopolitical tensions, elevated energy prices, rising yields and private credit concerns weigh on some parts of the market, but the tech stocks continue to play in their own league. Broadcom disappointment raised a few questions this week, and tech heavy indices are down today but a part of that is believed to be due to investors taking profits in existing tech positions to free up cash for next w...

Oil trades a touch below the $100 per barrel. Inflation risks are rising again. Markets are pricing the possibility of Fed rate hikes instead of rate cuts and even tech stocks are not looking cheerful today. While a day moodiness doesn’t mean a sharp correction, the red flags are piling up regarding the stretched tech valuations that defy economic reality. And while the tech valuations stretch, Bi...

After crisis times at Ethereum, the bears are back for Bitcoin! 00:00 Intro 00:24 Disclaimer 00:29 Preview 00:37 Bitcoin 04:55 Ethereum 05:43 Cardano 07:37 Subscribe & Good bye #crypto #cryptonews #cryptotrading #swissquote _____ 👉 Discover our brand and philosophy: https://www.swissquote.com/en/group _____ 👉 Deepen your trading and investing knowledge with Swissquote Inspire: explore our articl...

Markets continue to climb despite a growing list of reasons to be cautious. Oil prices are pushing higher, inflation remains sticky on both sides of the Atlantic, central banks are preparing for further tightening, and gold has now overtaken US Treasuries as the largest reserve asset held by central banks. Yet investors seem focused on one thing only: AI. A single comment from Nvidia's Jensen Huan...

Ethereum is struggling due to many developers leaving the foundation and the price stagnating... 00:00 Intro 00:25 Disclaimer 00:30 Preview 00:47 Bitcoin 02:53 Ethereum 05:05 Ripple 05:55 Near 08:28 Subscribe & Good bye #crypto #cryptonews #cryptotrading #swissquote _____ 👉 Discover our brand and philosophy: https://www.swissquote.com/en/group _____ 👉 Deepen your trading and investing knowledge...

AI continues to dominate markets, pushing the S&P 500 to fresh record highs as investors rush to gain exposure to the next technological revolution. Nvidia's latest AI PC announcement highlights how quickly artificial intelligence is moving from data centres to everyday devices, potentially accelerating adoption across the economy. But beneath the excitement, AI is no longer just a technology tren...

🤖 Everyone wants to find "the next NVIDIA." But most investors had already moved on before NVIDIA itself had finished running. 🎙️ In this episode of UNLOCKED, Evelyne Pflugi explains why impatience destroys more returns than bad stock-picking, how Applied Innovation filters hype from real long-term value creation, and why the companies nobody discusses, photomask makers, energy infrastructure pla...

Global equities are charging to fresh highs, led by a handful of technology giants, even as inflation remains elevated, yields keep rising, oil hovers near uncomfortable levels and geopolitical tensions refuse to fade. From SoftBank to Samsung, SK Hynix, TSMC and Micron, investors are piling into the AI trade with growing urgency. The most striking signal is South Korea’s volatility index surging...

Markets continue to climb to fresh record highs, but beneath the surface, warning signs are multiplying. From narrowing market breadth and rising investor leverage to stretched valuations, the signs of excess are becoming harder to ignore. 7 So the million-dollar question keeps coming: is this a bubble? Listen to find out more! Ipek Ozkardeskaya has begun her financial career in 2010 in the struct...

Oil prices are rising again, inflation fears are back and the Strait of Hormuz is once again at the centre of global market tensions. Latest twists in US-Iran negotiations are reshaping inflation expectations, Fed rate bets, bond yields and risk appetite across financial markets. But while the broader world economy appears increasingly “stuck in Hormuz,” tech stocks continue sailing through the st...

Big Tech is still carrying global markets higher — but beneath the surface, the picture is becoming far less comfortable. In this episode, we explore the extraordinary rally in AI and semiconductor stocks, Micron’s explosive surge, narrowing market breadth, and why the latest gains in indices like the S&P 500 and Kospi may be masking growing fragilities underneath. We also discuss the risks tied t...

Global markets are entering a dangerous phase where war, sticky inflation and rising debt are colliding at the same time. As the Middle East conflict drags on, oil prices remain a major threat to the inflation outlook just as global central banks are struggling to contain already elevated price pressures. Meanwhile, rising bond yields are tightening financial conditions and exposing the fragility...

The next IPO wave could become one of the biggest speculative moments in market history. SpaceX, OpenAI and Anthropic are attracting enormous investor excitement as AI and space infrastructure reshape the future economy. But behind the breathtaking valuations lies a much more fragile reality: these companies are burning billions of dollars while betting on technologies that may take years — or dec...

Markets keep climbing as if nothing can go wrong. While oil prices remain volatile, global yields surge, economic data weakens and recession risks build beneath the surface, investors are once again chasing the AI dream. Reports that SpaceX, OpenAI and Anthropic are preparing massive IPOs have reignited the speculative frenzy, even as market breadth deteriorates and companies outside tech struggle...

Nvidia once again crushed expectations, but this time the biggest gains spilled far beyond Nvidia itself. From Samsung to LG Electronics and Hyundai Mobis, investors are increasingly betting that the next phase of AI will move beyond data centres and into the real economy through robotics, autonomous driving and “physical AI.” But beneath the AI euphoria, the macro backdrop is becoming increasingl...

Geopolitical uncertainties persist, energy prices remain high, global yields rise. Market focus has been shifting from strong Big Tech earnings to rising borrowing costs. It’s in this challenging context that Nvidia goes to the earning confessional today, so even strong results may not reverse the tide. Listen to full episode to find out more! Ipek Ozkardeskaya has begun her financial career in 20...

Japan’s bond yields are rising to levels that were unthinkable just a few years ago, and markets are starting to ask whether the next reverse carry trade is already building beneath the surface. As the Bank of Japan slowly exits decades of ultra-loose monetary policy, higher Japanese yields could encourage investors to bring money home, reducing demand for US Treasuries and tightening global liqui...

Global yields are soaring as rising inflation due to oil prices force investors to rethink the outlook for central bank policy. While European central bank expectations were already pointing at the possibility of summer rate hikes, the Fed funds futures have now started pricing more than a 50% chance of a December rate hike — a stunning reversal from expectations for multiple cuts earlier this yea...

Markets are ending the week in full euphoria mode. The S&P 500 and Nasdaq hit fresh record highs as investors continue piling into AI stocks despite rising inflation, surging bond yields and escalating geopolitical tensions in the Middle East. Oil prices climbed back above $100 per barrel, Japanese yields pushed far beyond levels once considered dangerous for global carry trades, and US consumers...

As the world slowly decreases exposure to the US dollar and Treasuries, the concept of the “petro-yuan” is gaining momentum, referring to the growing use of China’s currency in oil and other goods trade. In this episode, we dive into how to build exposure to a rising China, the challenges and the opportunities. Listen to find out more! Ipek Ozkardeskaya has begun her financial career in 2010 in th...

Solana is gaining steam again amongst the bigger investors, will it be back on top this summer? 00:00 Intro 00:30 Disclaimer 00:34 Preview 00:51 Bitcoin 03:44 Ethereum 05:04 Solana 06:43 Subscribe & Good bye #crypto #cryptonews #cryptotrading #swissquote _____ 👉 Discover our brand and philosophy: https://www.swissquote.com/en/group _____ 👉 Deepen your trading and investing knowledge with Swissqu...