The team review a volatile week shaped by US midterm reactions, sticky inflation, oil prices, and uncertainty around Federal Reserve policy. They also assess CoreWeave’s AI infrastructure business and the potential implications of an investigation involving NVIDIA CEO Jensen Huang. Talking Points 👇 🔹The eToro Popular Investor Summit in Cyprus, attended by 500 people, and reflect on the diverse paths investors take. 🔹Bret and Neza describe the choppy market response to the US midterms, linking it to uncertainty, AI-stock volatility, and forced selling across a technology-heavy S&P 500. 🔹The panel discusses hotter-than-hoped inflation readings and the risk that rates may stay higher for longer, while Brett says he does not expect two December hikes. 🔹Neza connects oil prices, inflation, interest costs, and AI-company performance, and expects further market volatility through year-end. 🔹Bret calls CoreWeave’s results reassuring but flags leverage and the need for sustained AI demand to justify its financing burden. 🔹Sam cites CoreWeave sales growth of 168% to $3.66 billion, a quarterly net loss, and $846 million in net interest expense; Neza explains its GPU-powered cloud infrastructure model and roughly $130 billion in future contracted demand. 🔹The hosts examine reports of an investigation involving NVIDIA CEO Jensen Huang and discuss how leadership uncertainty could affect investor confidence in NVIDIA. 🔹The panel distinguishes possible short-term volatility around Jensen Huang from the underlying demand for NVIDIA’s products. Make sure you subscribe and follow etoro on social media: 👇 YouTube: https://www.youtube.com/@etoro?sub_confirmation=1 etoro's platform: https://www.etoro.com/ Facebook: https://www.facebook.com/etoro/ Twitter: https://twitter.com/etoro Instagram: https://www.instagram.com/etoro_offic... LinkedIn: https://www.linkedin.com/company/etoro/ TikTok: https://www.tiktok.com/@etoro_official #etoro etoro's official YouTube channel, your trusted source for insightful trading tips, market analysis, interviews, and tutorials to help you make the most of our innovative investing platform. This communication is for information and education purposes only and should not be taken as investment advice, a personal recommendation, or an offer of, or solicitation to buy or sell, any financial instruments. This material has been prepared without taking into account any particular recipient’s investment objectives or financial situation, and has not been prepared in accordance with the legal and regulatory requirements to promote independent research. Any references to past or future performance of a financial instrument, index or a packaged investment product are not, and should not be taken as, a reliable indicator of future results. etoro makes no representation and assumes no liability as to the accuracy or completeness of the content of this publication.