
The Spender's Dilemma
Big Tech's AI spending spree is facing its biggest market test yet. Alphabet's earnings showed that the real issue is no longer revenue growth—it's how much cash companies are burning to stay competitive in the AI race.

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Hosted by Swissquote, Ipek Ozkardeskaya, Feyyaz Alingan · 🇺🇸 US · EN · 500 episodes
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Dive into the heart of the markets with MarketTalk and Crypto Market Talk, hosted by Ipek Ozkardeskaya and Feyyaz Alingan. And explore Unlocked, Swissquote’s podcast that looks beyond the markets to unlock fresh ideas, inspiring perspectives and insights to power your next move.Every day, MarketTalk breaks down the latest moves in equities, FX, macro data and global market sentiment, while the Wednesday Crypto Market Talk focuses on Bitcoin, Ethereum, altcoins and major developments in the digital asset ecosystem.Subscribe to stay up to date with market insights, trading themes, economic news and crypto trends that matter.About Swissquote: https://swq.ch/48Qf9fNWe are Switzerland’s leading bank in online financial services and offer our clients innovative and state-of-the-art solutions to meet their investment needs. Headquartered in Geneva, Switzerland, we have additional offices in Zurich, Luxembourg, London, Cyprus, Dubai, Hong Kong, Malta, Singapore, and Bucharest.Swissquote
Swissquote, Ipek Ozkardeskaya, Feyyaz Alingan hosts 🇬🇧 Stay ahead of the markets with Swissquote, a business show with 500 episodes published.

Big Tech's AI spending spree is facing its biggest market test yet. Alphabet's earnings showed that the real issue is no longer revenue growth—it's how much cash companies are burning to stay competitive in the AI race.

Reaction to Alphabet’s earnings is delivering an important message from investors: strong revenue growth is no longer enough if it comes with an even bigger AI bill. Tesla and Alphabet both posted impressive results, but

Chip stocks bounced back as investors returned to the AI trade, but the real challenge is only just beginning. With Alphabet and Tesla kicking off Big Tech earnings season, markets are shifting their focus from AI promis

Middle East tensions are once again shaking global markets, sending oil prices and bond yields sharply higher just as investors were hoping for a calmer second half of the year. Technology stocks are attempting a rebound

China's latest AI breakthrough is sending a fresh shockwave through global markets. Chinese startup Moonshot AI unveiled Kimi K3, a model that is challenging the dominance of OpenAI and Anthropic on both performance and

Solana with a mega partnership in Japan to bring RWAs on chain 00:00 Intro 00:24 Disclaimer 00:28 Preview 00:36 Bitcoin 03:36 Solana 04:59 Subscribe & Good bye #crypto #cryptonews #cryptotrading #swissquote _____ Discove

Chipmakers are delivering record profits, beating expectations and raising guidance—yet investors are selling first and asking questions later. TSMC's outstanding earnings failed to impress the market, Samsung, SK Hynix

We keep talking about a rotation out of technology—but is that really what's happening? While the biggest AI names, including memory chip makers, are facing profit-taking, capital isn't leaving the AI theme. Instead, it'

Earnings season kicked off with a bang, US big banks printed record profit. On the data front, US inflation surprised to the downside in June, giving investors a reason to celebrate as Treasury yields fell and expectatio

Oil is back in charge of global markets. A renewed surge in crude prices has reignited inflation fears, pushed global bond yields higher and weighed heavily on equities, with Korean semiconductor stocks leading the sello

This week's earnings season begins against a far more challenging backdrop than investors expected just days ago. While SK Hynix's record US debut highlights the market's relentless appetite for AI, the sharp swings in m

Oil prices surrendered this week's geopolitical gains as easing supply concerns and renewed US-Iran talks helped calm the energy markets despite continued disruptions around the Strait of Hormuz. Falling oil prices pushe

The US resumed strikes on Iran, sanctions tightened again, Tehran threatened retaliation, and crude prices jumped back toward key technical levels. The rebound is reviving inflation fears, pushing bond yields higher and

Is this a sign of hope for the crypto markets? 00:00 Intro 00:23 Disclaimer 00:28 Preview 00:49 Bitcoin 03:51 Ethereum 05:58 Subscribe & Good bye #crypto #cryptonews #cryptotrading #swissquote _____ 👉 Discover our brand

Technology stocks remain under pressure despite Samsung's blockbuster earnings, with the semiconductor selloff dragging the Nasdaq 100 below its 50-day moving average for the first time since April. Meanwhile, SpaceX's f

Samsung's blockbuster earnings should have reassured investors. Instead, they triggered a 9% selloff that dragged the Kospi sharply lower and reignited concerns that expectations across the AI semiconductor space have be

European stocks are trading near fresh record highs, oil prices remain under pressure and AI enthusiasm continues to overshadow almost everything else. Yet beneath the surface, cracks are beginning to appear. Memory chip

Artificial intelligence has become the biggest engine of the market rally—but are the first cracks finally starting to appear: Meta's decision to commercialise its AI infrastructure and Oracle's warning that some custome

Artificial intelligence has become the biggest engine of the market rally—but are the first cracks finally starting to appear: Meta's decision to commercialise its AI infrastructure and Oracle's warning that some custome

Global markets have entered the second half of the year with remarkable momentum despite months of geopolitical tensions, an energy shock and rising bond yields. AI remains the dominant investment theme, with semiconduct
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🇬🇧 Stay ahead of the markets with Swissquote is hosted by Swissquote, Ipek Ozkardeskaya, Feyyaz Alingan. The show is categorised under business (investing) and has published 500 episodes.
🇬🇧 Stay ahead of the markets with Swissquote has published 500 episodes.
🇬🇧 Stay ahead of the markets with Swissquote regularly covers business, investing, news. It sits in the business category, with a investing focus.
🇬🇧 Stay ahead of the markets with Swissquote is accessible for guests with genuine business expertise. A personalised, episode-aware pitch will still outperform a generic one every time.
🇬🇧 Stay ahead of the markets with Swissquote hasn't explicitly signalled guest openness in recent episodes. That doesn't rule out pitching. your hook just needs to be especially compelling and relevant to their recent content.
Episodes of 🇬🇧 Stay ahead of the markets with Swissquote average 10 minutes. a focused format where a clear narrative arc and tight preparation matter most.
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