Nvidia's results were better than expected whilst the guidance remained positive. However, the share price was down 5%. Does this suggest that the AI theme has peaked? Tim Waterer, Chief Market Analyst, KCM Trade, gives us his answer whilst we also try and understand why the Australian dollar continues to appreciate.



Image Credit: Shutterstock.com

Nvidia's results were better than expected whilst the guidance remained positive. However, the&nbsp;share price was down 5%. Does this suggest that the AI theme&nbsp;has peaked? Tim Waterer, Chief Market Analyst, KCM Trade, gives us his answer whilst we also try and understand why the Australian dollar continues to appreciate.Image Credit: <a target="_blank" rel="noopener noreferrer nofollow" href="http://Shutterstock.com">Shutterstock.com</a>

Dovish or hawkish? Over or underweight? Bull or Bear? Investor paralysis? We speak to leading local and foreign analyst to find out how the different asset classes and markets will react to the latest news, results and even geopolitical events.

Dovish or hawkish? Over or underweight? Bull or Bear? Investor paralysis? We speak to leading local and foreign analyst to find out how the different asset classes and markets will react to the latest news, results and even geopolitical events.

Market Watch

Has the AI Theme Peaked? 

The United States and Israel have attacked Iran, killing its Supreme Leader in the process, driving up crude oil, gold and silver among other commodities. Independent market analyst Laurent Lequeu shares his views on what to expect as this fresh conflict in the Middle East injects more new uncertainties into global markets.



Image Credit: Shutterstock

The United States and Israel have attacked Iran, killing its Supreme Leader in the process, driving up crude oil, gold and silver among other commodities. Independent market analyst Laurent Lequeu shares his views on what to expect as this fresh conflict in the Middle East injects more new uncertainties into global markets.Image Credit: Shutterstock

US & Israel Attack Iran : Risk-Off Or Buying Opportunities?

Nvidia reported results that beat street expectations. We get first-hand reactions from Tony Nash, CEO, Complete Intelligence as to whether this means the AI theme is alive and well. We also look at results from Salesforce and ask if the casualties are the software providers instead.


Image Credit: Shutterstock.com

Nvidia reported results that beat street expectations. We get first-hand reactions from Tony Nash, CEO, Complete Intelligence as to whether this means the AI theme is alive and well. We also look at results from Salesforce and ask if the casualties are the software providers instead. Image Credit: <a target="_blank" rel="noopener noreferrer nofollow" href="http://Shutterstock.com">Shutterstock.com</a>

Nvidia Restoring Faith In AI 

President Donald Trump’s 10% global tariff took effect yesterday but what impact will it have on Asia? Which countries stand to benefit from this or potentially lose out? Carlos Casanova, Senior Economist, UBP gives us his perspective whilst we weigh in on what might be discussed during Trump's visit to Beijing at end March.




Image Credit: Shutterstock.com

President Donald Trump’s 10% global tariff took effect yesterday but what impact will it have on Asia? Which countries stand to benefit from this or potentially lose out? Carlos Casanova, Senior Economist, UBP gives us his perspective whilst we weigh in on what might be discussed during Trump's visit to Beijing at end March. Image Credit: <a target="_blank" rel="noopener noreferrer nofollow" href="http://Shutterstock.com">Shutterstock.com</a>

Has the AI Theme Peaked?

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