Tech rebounds into US CPI, neocloud earnings | MarketTalk

Technology stocks rebound, but Nvidia misses the party as scrutiny surrounding Jensen Huang raises questions about leadership risk at the heart of the AI trade. Yet beyond the headlines, investors still face the same challenges: enormous capital spending, growing leverage, circular deals and uncertain returns. Today’s CoreWeave earnings will offer another test of investor confidence. Meanwhile, US CPI takes centre stage as markets assess the likelihood of another Federal Reserve rate hike in December. Watch the full episode to find out more! 0:00 Intro 1:11 Tech rebounds, Nvidia under pressure 4:34 CoreWeave due to announce earnings softens 7:45 US CPI in focus 9:10 USD outlook long term view remains bullish 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 #CoreWeave #AI #TechStocks #CPI #Inflation #FederalReserve #USD #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