Global stock markets have just wrapped up their strongest quarter in six years, but is the AI rally beginning to lose its foundations? While Nvidia, Micron and other chipmakers continue to surge, the companies funding the AI revolution are coming under growing pressure. Microsoft, Google, Meta and Amazon are all facing investor scrutiny over massive AI spending, rising borrowing costs and uncertain returns. If hyperscalers eventually slow their investment, can semiconductor stocks continue climbing on their own?
Watch the full episode to find out more!
Intro0:55 Market update
2:09 Can chips rally without Big Tech?
5:10 Crude oil contained
6:37 US dollar gains field
8:10 Gold below $4’000 per ounce!










