Life after Huang | MarketTalk

Jensen Huang’s resignation marks a turning point for Nvidia and the broader AI trade. Can interim CEO Colette Kress preserve momentum, reassure customers and navigate scrutiny surrounding China-linked chip sales? We examine Nvidia’s competitive advantages, its investments across the AI ecosystem and whether the recent selloff offers an attractive entry point ahead of earnings. Beyond Nvidia, sector rotation, rising oil prices and US inflation remain central to market sentiment. Could Anthropic’s upcoming IPO revive enthusiasm, or intensify competition for investor capital? Here’s what matters as markets reassess leadership risk, earnings expectations and the sustainability of the AI investment boom today. Watch the full episode to find out more! 0:00 Intro 0:41 Nvidia without Jensen Huang 9:42 Sector rotation, Anthropic and US inflation Ipek Ozkardeskaya has begun her financial career in 2010 in the structured products desk of the Swiss Banque Cantonale Vaudoise. She worked at HSBC Private Bank in Geneva in relation to high and ultra-high net worth clints. In 2012, she started as FX Strategist at Swissquote Bank. She worked as a Senior Market Analyst in London Capital Group in London and in Shanghai. She returned to Swissquote Bank as Senior Analyst in 2020, and launched her own website ipekScope.com in 2025. #Nvidia #JensenHuang #AI #StockMarket #TechStocks #Earnings #Anthropic #Inflation #FederalReserve #Swissquote #MarketTalk _____ 👉 Discover our brand and philosophy: https://www.swissquote.com/en/group _____ 👉 Deepen your trading and investing knowledge with Swissquote Inspire: explore our articles, analyses, webinars and exclusive content: https://www.swissquote.com/private/inspire _____ 👉 Discover Swissquote’s culture and join a company that values innovation, diversity and team spirit: https://www.swissquote.com/en/careers