Google vs Nvidia [Video]
|The AI battlefield heats up: Google storms back with Gemini 3 and TPUs, challenging Nvidia’s dominance as inference costs soar and Big Tech looks for cheaper, faster alternatives. Nvidia faces scrutiny over its latest earnings and growing inventories, while Meta’s AI investments raise questions about its business model. Alibaba surprises with strong cloud growth, and Amazon could benefit from robotics in the future.
On the macro side, soft US data keeps Fed doves in control, boosting rate cut expectations, while the US dollar weakens and EURUSD breaks out of consolidation. Across the pond, all eyes are on Rachel Reeves’ Autumn Budget and its potential impact on gilt markets and BoE decisions.
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