Happy Nvidia Day! | MarketTalk: What’s up today? | Swissquote

[@cranberryeater7459]

I remember the same excitement with Cisco back in 2000. Eventually the rollercoaster comes to an end.

[@roddscherw]

I'm sceprical on the huge AI Investment revenues. Well done market wrap. Have a nice day

[@ipekozkardeskaya1383]

You are definitely not alone - but we will certainly not see that in today’s announcement as we know that spending remained strong in Q2.

[@cranberryeater7459]

⁠As far as I remember, AI technology was “just around the corner” since the 70’s. This new generation has too many expectations of this technology. We probably won’t achieve human-like cognition for another 50 years.

[@efrenmariscal]

Thanks Ipek and good nvidia night to you¡¡

[@ipekozkardeskaya1383]

Thanks, you too 😊

[@johnnycomelately6341]

Thanks Ipek, we wait with baited breath. The ASX fall today was because of the good CPI figures which were good but the index recovered nicely! Go figure but its that volatility which helps a day trade profit

[@ipekozkardeskaya1383]

Yes the number was good but still higher than expected and revived the hawks - and gave reason to the RBA which - unlike the Fed - never felt too comfy about inflation. But one data point is too early to talk !

[@samthedoor]

Yeah, I'm just gonna hold my positions into earnings. I'll live with the consequences lol. I'm glad to see NVDA and CRWD having a down day, nice to go lower into earnings rather than higher.

[@ipekozkardeskaya1383]

🤞🏻🤞🏻

[@samthedoor]

@@ipekozkardeskaya1383 hahah thanks!

[@oliverH13]

hello Ipek, thanks for the nice update. Oil retreated, but any hint on the the future, below 70 or just a technical correction ?

[@ipekozkardeskaya1383]

The downside pressure is building on growth concerns and geopolitical tensions could only help this much (but opec still has a joker in hand) to counter the sluggish demand expectations. So I think it’s possible we see a slide below $70pb.

[@CanErgur]

I couple of months ago we were speaking of "AI fatigue". Let's see how it translates into today's earning announcement. Also thank you for the great presentations Ipek Hanım 👍🏻

[@ipekozkardeskaya1383]

Yes, the expectations are high but everyone still has - on the back of their mind - the moment that all this will start souring. Let’s see.

[@sathishvr6516]

Can you explain about today's australia monthly inflation figure beat exceptation marginally is alarming for the rba to raise rates or else there will wait for the quarterly inflation figure to confirm the trend of the inflation ?

[@ipekozkardeskaya1383]

I don’t think that one month figure will change the RBA’s plans dramatically but the RBA - unlike the Fed - has never been too comfy regarding inflation so it did revive the idea that maybe - buy just maybe - they are right to be worried.