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  The Spender's Dilemma 24.07.2026 9min

  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. With free cash flow under pressure and borrowing costs climbing, investors are starting to question whether even the world's largest technology companies can keep financing ever-bigger AI investments without weighing on valuations at a time interest rate expectations, rising government and AI dent lift long term borrowing costs. Next week, Microsoft, Meta, Amazon and Apple report earnings, but the real focus won't be profits—it will be spending. How much more will they invest? Can they still generate enough cash to fund the AI buildout? And what does it mean for chipmakers, data centres and the broader AI supply chain?
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  Google: Strong spending outlook clouds strong earnings 23.07.2026 10min

  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 their shares fell as investors focused on soaring AI spending, negative free cash flow at Alphabet and the prospect of funding future investments through debt and equity issuance. With oil prices climbing and bond yields rising, financing the AI race is becoming increasingly expensive. Listen to find out more! 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 clients. 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.
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  Focus on Big Tech spending plans 22.07.2026 10min

  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 promises to AI profits. After committing hundreds of billions of dollars to data centres, chips and AI infrastructure, investors now want evidence that these massive investments are generating returns. At the same time, rising oil prices, higher inflation expectations and climbing bond yields are increasing borrowing costs, making the AI spending boom harder to sustain. Will Big Tech reaffirm its ambitious capital expenditure plans, or will management teams begin to show signs of caution? The answer could determine not only the direction of Nvidia, AMD and the broader semiconductor sector, but also whether the recent rebound in technology stocks has further to run or is simply another bear-market rally within the AI supply chain. Listen to find out more! 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 clients. 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.
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  Damned if you spend, damned if you don’t 21.07.2026 10min

  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, but higher borrowing costs and persistent inflation risks continue to challenge valuations. Meanwhile, Big Tech faces a dilemma: keep investing aggressively in artificial intelligence to stay ahead of rapidly advancing Chinese competitors, or slow spending and risk losing its technological edge. As Alphabet prepares to update investors on its capital expenditure plans alongside its latest earnings, markets may care more about future AI spending than the quarterly numbers themselves. Is the AI investment boom still justified, or is it becoming too expensive to sustain? Listen to find out more! 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 clients. 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.
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  Chinese Moonshot AI unsettles US tech 20.07.2026 10min

  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 price, bringing the uncomfortable question of : could this be the beginning of a major repricing of the AI trade? Listen to find out more! 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 clients. 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.
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  Solana pushing for RWAs in Japan | Crypto Talk 18.07.2026 5min

  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 _____ 👉 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
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  Tech selloff deepens despite strong earnings 17.07.2026 11min

  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 and Nvidia are all under pressure despite massive AI investments, telling that the next phase of the AI trade won’t be about AI demand but possible overheating, what it means for the global financial markets, in the context of tense geopolitical setup and uncertain monetary policy outlook. Listen to find out more! #Markets #Stocks #Investing #AI #ArtificialIntelligence #TSMC #Nvidia #Samsung #SKHynix #Alphabet #Intel #Tesla #Semiconductors #BigTech #Earnings #Oil #Geopolitics #Bonds #MarketOutlook #Swissquote #MarketTalk
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  Rotation - where to? 16.07.2026 10min

  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's rotating deeper into the AI ecosystem, benefiting semiconductor equipment makers, data-centre infrastructure providers, networking companies and even banks and industrials financing the AI investment boom. Broadly, the latest US inflation data may have eased market concerns, but is softer data enough to keep mood nice and sweet when oil prices are rising into the accelerating long-term inflation trend? Listen to find out more! 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 clients. 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.
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  Earnings season starts with a bang 15.07.2026 10min

  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 expectations for further Fed tightening eased. But the latest inflation relief could prove short-lived as falling energy prices did most of the heavy lifting, while escalating tensions in the Middle East are already pushing oil prices higher again. On the banks front, booming profits does not tell the whole story as credit card delinquencies quietly climb to their highest level in more than a decade. Listen to find out more! 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 clients. 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.
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  Rising oil prices spell trouble 14.07.2026 10min

  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 selloff before weakness spread to Europe and the US. Even strong sales numbers from TSMC failed to lift sentiment, suggesting investors may now demand earnings that beat not only official expectations but also the whisper numbers. Attention also turns to the latest US CPI report and Kevin Warsh's testimony before Congress, as markets increasingly price the risk of another Federal Reserve rate hike. Meanwhile, the stronger dollar continues to benefit from higher oil prices and rising rate expectations, while gold struggles to reclaim its safe-haven appeal in an environment of rising real yields. Listen to find out more! 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 clients. 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.
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  Earnings vs. Geopolitics 13.07.2026 10min

  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 memory chip stocks are a reminder that semiconductor cycles have not disappeared. Attention now turns to major US banks, ASML and TSMC, where strong earnings are widely expected—but will they be enough to satisfy investors? At the same time, renewed Middle East tensions are driving oil prices and bond yields higher, raising fresh inflation concerns just as markets await the latest US CPI figures and Federal Reserve Chair Kevin Warsh's semi-annual testimony. With expectations already priced for perfection, this reporting season could be defined less by the earnings themselves than by how investors react to them. Listen to find out more! 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 clients. 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.
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  SK Hynix land in New York 10.07.2026 10min

  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 pushed global bond yields lower and lifted investor sentiment, setting the stage for a record US debut by SK Hynix. Meanwhile, Chinese technology stocks continue to attract investors thanks to compelling valuations, growing AI ambitions and expectations of stronger government support. Looking ahead, attention shifts to the start of the US earnings season, where headline earnings growth is expected to be driven overwhelmingly by the energy and technology sectors. But uncomfortable questions swirl in investors’ minds! Listen to find out more! 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 clients. 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.
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  Oil back in the driver’s seat 09.07.2026 10min

  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 challenging the recent rotation away from energy. Energy is benefiting from geopolitical tensions and renewed supply uncertainty, while Chinese technology stocks are attracting attention thanks to massive government support for AI infrastructure and valuations that remain a fraction of those seen in the US. Listen to find out more! 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 clients. 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.
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  Hope for crypto and co? | Crypto Talk 08.07.2026 6min

  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 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
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  Middle East tensions flare up, again 08.07.2026 10min

  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 first day in the Nasdaq 100 was marked by a sharp decline, even as Wall Street unveiled remarkably bullish price targets ranging from $200 to $300 per share—and one bank's valuation range stretching from $75 to $600. At the same time, renewed tensions in the Middle East are pushing oil prices and bond yields higher, threatening to reverse the recent easing in inflation expectations. Could geopolitics derail the rotation out of technology and revive concerns over higher interest rates? Listen to find out more! 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 clients. 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.
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  Samsung down despite strong beat 07.07.2026 10min

  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 become impossible to satisfy. A 19-fold jump in quarterly profit and an earnings beat were simply not enough once the market's whisper numbers had moved even higher. At the same time, oil markets are facing two opposing forces. Fresh attacks in the Strait of Hormuz are reviving geopolitical risk, while Saudi Arabia's deep price cuts for Asian buyers and abundant crude supply continue to weigh on prices. Which story wins will determine whether oil can sustainably recover or whether rallies continue to attract sellers. The session also brings a stronger US dollar, softer gold, renewed pressure on technology shares and growing attention to Japan, where rising yields and extreme speculative yen positioning keep the risk of another carry trade unwind firmly on investors' radar. Listen to find out more! 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 clients. 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.
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  SpaceX to enter Nasdaq 100 06.07.2026 10min

  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 prices are squeezing hardware makers, Foxconn's blockbuster sales failed to excite investors, and SpaceX is about to join the Nasdaq 100 despite a valuation and governance structure that continue to divide Wall Street. At the same time, the Federal Reserve remains hawkish, the US dollar is strengthening, and Japan's bond yields are quietly climbing to levels that were once considered capable of triggering a reverse carry trade. Nobody seems worried anymore—but history suggests that the biggest surprises often emerge from the risks markets have stopped paying attention to. Listen to find out more! 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 clients. 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.
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  Weak US jobs boost investor optimism 03.07.2026 10min

  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 customers may struggle to pay for the enormous computing capacity they have ordered have raised uncomfortable questions about whether the AI spending boom has gone too far. Chipmakers led a sharp selloff as investors began to wonder whether Big Tech could eventually slow its spending. Meanwhile, softer euro area inflation, lower oil prices and fresh comments from central bankers in Sintra provided a more reassuring macro backdrop. All eyes now turn to the US jobs report, which could determine whether rising wage pressures reignite hawkish Fed expectations just as confidence in the AI trade begins to wobble. Listen to find out more! 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 clients. 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.
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  Bad news from Meta, Oracle 02.07.2026 10min

  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 customers may struggle to pay for the enormous computing capacity they have ordered have raised uncomfortable questions about whether the AI spending boom has gone too far. Chipmakers led a sharp selloff as investors began to wonder whether Big Tech could eventually slow its spending. Meanwhile, softer euro area inflation, lower oil prices and fresh comments from central bankers in Sintra provided a more reassuring macro backdrop. All eyes now turn to the US jobs report, which could determine whether rising wage pressures reignite hawkish Fed expectations just as confidence in the AI trade begins to wobble. Listen to find out more! 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 clients. 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.
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  H2 begins with bulls in charge 01.07.2026 10min

  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 semiconductor stocks continuing to lead the rally while Big Tech faces growing scrutiny over the returns on massive AI spending. Falling oil prices are helping ease inflation fears just as Fed Chair Kevin Warsh reinforces the Federal Reserve's renewed focus on price stability. Higher yields could challenge equity valuations, but strong earnings expectations and abundant liquidity continue to support risk appetite. Meanwhile, the US dollar is regaining strength as markets price a more hawkish Fed, while Europe faces a more difficult balance between slowing growth and persistent inflation. Listen to find out more! 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 clients. 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.