Podcast Exploring Themes Driving Global Markets, Nomura - The Week Ahead

Nomura – The Week Ahead

Podcast Exploring Themes Driving Global Markets

Nomura - The Week Ahead

We explore the main themes that will drive global markets over the coming week, discussing the key market moving events and risks to keep on your radar.

Cross Asset Strategy

<ul><li>Global equities finished the week on a high note, with Nvidia's strong earnings boosting markets, especially in Japan.</li><li>European yields rose due to strong PMIs, while the dollar weakened and the euro and pound strengthened.</li><li>In the US, core PCE inflation is expected to be strong, with potential temporary factors contributing to the high readings.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Global equities finished the week on a high note, with Nvidia's strong earnings boosting markets, especially in Japan.European yields rose due to strong PMIs, while the dollar weakened and the euro and pound strengthened.In the US, core PCE inflation is expected to be strong, with potential temporary factors contributing to the high readings.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

The Week Ahead – US Core PCE, Euro Area Flash Inflation and Japan CPI

Podcast On the Business of Semiconductors, The Circuit

The Circuit

Podcast On the Business of Semiconductors

A Podcast On the Business of Semiconductors. With Jay Goldberg and Ben Bajarin

Thematic (Sector/Industry)

<ul><li>Sam Altman is reportedly looking to raise $5 to $7 trillion for a semiconductor project, but it is unclear who he is talking to or how realistic this goal is.</li><li>The speculation is that Altman and OpenAI may be in negotiations with Nvidia over purchasing their chips, but the terms offered were not satisfactory, leading to Altman's desire to build their own chips.</li><li>There are concerns about the feasibility of raising such a large amount of money and finding the necessary talent to undertake this project. Intel may be open to partnering with Altman, but the investment potential and business viability are uncertain.</li></ul>This podcast is sourced from an online content aggregator through publicly available sources and is displayed below for general informational purposes only.

Sam Altman is reportedly looking to raise $5 to $7 trillion for a semiconductor project, but it is unclear who he is talking to or how realistic this goal is.The speculation is that Altman and OpenAI may be in negotiations with Nvidia over purchasing their chips, but the terms offered were not satisfactory, leading to Altman's desire to build their own chips.There are concerns about the feasibility of raising such a large amount of money and finding the necessary talent to undertake this project. Intel may be open to partnering with Altman, but the investment potential and business viability are uncertain.This podcast is sourced from an online content aggregator through publicly available sources and is displayed below for general informational purposes only.

Episode 53: Supply Chain Demand Help and Dueling Mega Cycles

United States

NVIDIA Corporation designs, develops, and markets three dimensional (3D) graphics processors and related software.  The Company's products provide interactive 3D graphics to the mainstream personal computer market.

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NVIDIA Corp (NVDA US)

The Week Ahead – US Core PCE, Euro Area Flash Inflation and Japan CPI

Global equities finished strong due to Nvidia earnings, Nikkei hit all time highs supported by strong PMIs, US yields remained flat while European...

Nomura – The Week Ahead

Episode 53: Supply Chain Demand Help and Dueling Mega Cycles

Sam Altman is reportedly looking to raise $5 to $7 trillion for a semiconductor project, but it is unclear who he is talking to or how realistic...

The Circuit

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