Let’s get physical AI [Video]

Ipek Ozkardeskaya ipekScope

Nvidia once again crushed expectations, but this time the biggest gains spilled far beyond Nvidia itself. From Samsung to LG Electronics and Hyundai Mobis, investors are increasingly betting that the next phase of AI will move beyond data centres and into the real economy through robotics, autonomous driving and “physical AI.”

But beneath the AI euphoria, the macro backdrop is becoming increasingly fragile. Rising global yields, surging oil prices, geopolitical tensions and deteriorating market breadth suggest that the rally is standing on increasingly shaky foundations.

Author

Ipek Ozkardeskaya

ipekScope

Ipek Ozkardeskaya began her financial career in 2010 in the structured products desk of the Swiss Banque Cantonale Vaudoise. She worked in HSBC Private Bank in Geneva in relation to high and ultra-high-net-worth clients.

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