18/05 | Weekvooruitblik met beursexpert Serge Mampaey | Marktbepalende Nvidia-cijfers | Hoe Iran koersen kan sturen | Poetin ook naar Xi | Nieuwigheden bij Google

Summary

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De 7 – Episode Summary

Podcast: De 7
Host: Bert Rymen (De Tijd)
Episode: 18/05 | Weekvooruitblik met beursexpert Serge Mampaey
Date: May 18, 2026

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Episode Overview

This episode of "De 7" kicks off the business week with the seven crucial points to know, featuring commentary from beursexpert Serge Mampaey. The episode offers sharp insights into the markets, spotlighting Nvidia’s pivotal earnings, Iran’s increasing influence on global markets, Putin’s visit to Xi Jinping, and the latest technological innovations unveiled at Google’s annual I/O conference.

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Key Discussion Points & Insights

1. Nvidia’s Market-Defining Earnings

• [01:22] The episode opens with a focus on Nvidia’s CEO Jensen Huang and the company’s impact on global markets.
• Notable Quote:
  “This last 60 years we saw six several tectonic shifts in computing. And we’re about to see that happen again. The chip and AI and.”
  — Jensen Huang ([01:27])
• Nvidia remains at the center of the "Magnificent 7," driving technological transformation with chips and artificial intelligence.
• Analysts await quarter results, which are expected to influence not just tech stocks but the broader market direction in the coming days.

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2. Chips, AI, and Technology Shifts

• [04:33] Discussion broadens from Nvidia to the overall chip and AI sector.
• Key shifts in technology are noted as defining factors for investors and businesses alike.
• The narrative emphasizes that we are entering another major era in computing, much like the previous industry revolutions.

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3. Iran’s Market Influence

• [06:51] The conversation pivots to geopolitics, focusing on Iran’s impact on market volatility.
• Iran’s political maneuvers and energy strategies are increasingly influencing oil prices and, by extension, financial markets.
• The episode outlines how sanctions, diplomatic developments, and negotiations with the West remain possible market movers.

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4. Walmart & US Earnings Season

• [07:37] Briefly, the latest earnings from US giants like Walmart are flagged, with insights on their relevance for both the stock market and consumer trends.

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5. Geopolitical Risks – Ceasefire Talks & Nuclear Deal

• [13:17] The ongoing struggle for a ceasefire in the region is addressed, described as extremely fragile.
• Notable Quote:
  “I would say the ceasefire is on massive life support. It’s unbelievably weak.”
  — Interviewer ([14:02])
• Trump’s stance on Iran’s nuclear program is highlighted as a critical factor that could determine the future of sanctions and global security.
• [14:34] “Ja, Trump will absolute deal over Iran’s nuclear programma and over the…”

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6. Putin Meets Xi Jinping – Global Diplomatic Moves

• [16:05] Vladimir Putin is in Beijing to meet President Xi Jinping, with broader implications for global alignment and power balances.
• The timing of the visit is seen as significant, possibly tied to parallel diplomatic moves from the US.
• The importance of Russia-China relations and the impact on global trade/sanctions is emphasized.

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7. Google I/O 2026 – Gemini & AI Innovations

• [17:47] The episode closes on technology news, with coverage of Google’s I/O 2026 conference.
• Notable Quote:
  “Welcome to Google I O. Today is the start of Gemini season. Not really sure what the big deal is. Every day is Gemini season here at Google.”
  — Interviewer ([17:49])
• Google CEO Sundar Pichai is set to unveil key announcements on Tuesday focusing on:
  • Gemini, Google’s AI platform, which promises deeper integration across Gmail, Chrome, Calendar, Photos, music, video editing tools, and even Android XR.
  • New Pixel smartphones and software.
  • Expansion of AI-enabled search and personal assistant features.
• [19:19] The dominance of Google’s AI and the company’s efforts to set new market standards since December are highlighted.

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Memorable Moments & Quotes

• Jensen Huang (Nvidia Founder/CEO):
  “This last 60 years we saw six several tectonic shifts in computing. And we’re about to see that happen again.” ([01:27])
• Interviewer on Ceasefire Talks:
  “I would say the ceasefire is on massive life support. It’s unbelievably weak.” ([14:02])
• Google I/O Humor:
  “Today is the start of Gemini season. Not really sure what the big deal is. Every day is Gemini season here at Google.” ([17:49])

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Timestamps for Important Segments

• 01:22 – Nvidia’s impact and Jensen Huang’s vision
• 04:33 – Shifts in AI and chip industry
• 06:51 – Iran’s influence on global markets
• 07:37 – Walmart and US earnings
• 13:17 – Ceasefire negotiations & geopolitical risks
• 14:34 – Trump’s approach to Iran’s nuclear program
• 16:05 – Putin’s visit to President Xi in Beijing
• 17:49 – Google I/O 2026, Gemini, and AI integration

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Conclusion

This episode delivers a brisk yet comprehensive briefing that arms listeners with the latest market-determining news, from Nvidia's AI leadership and shifting tech paradigms to geopolitics shaping oil and financial markets, and big tech's AI race. The interplay of global power plays and cutting-edge technology set the stage for another pivotal business week.

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Transcript

[News Anchor]

De zeven halt v merws, delaware halt v meerwaarde ertei, delaware we commit, we deliver. Welcome ber de zaver founded. This week business news Obmandach bleck Winter seif alteit vohreid meddenkast en van ochtent Is that birth? And Marta journalist Sergei Mampay van der Tight. The most magnificent Van de Magnificent 7 Nvidia. And what's all Google unthille opsen jarlicse IO konferencien mogularstorme for the business week. Welcome.

[Interviewer]

Welcome to the stage Nvidia founder and CEO Jensen Wong.

[Tech Expert]

This last 60 years we saw six several tectonic shifts in computing. And we're about to see that happen again. The chip and AI and.

[News Anchor]

Chips. AI and technology. Okay, Who is that? Safer Seizun in the vers over Talhy.

[Tech Expert]

Since the Iranuru.

[News Anchor]

Metequartal Safers von Walmart. Owner.

[Tech Expert]

Holdings. The bank boats for Akramanze.

[News Anchor]

Okay, D is all for Lauter van

[Tech Expert]

D.

[Interviewer]

I would say the ceasefire is on massive life support. It's unbelievably weak.

[News Anchor]

And the clock ticked.

[Tech Expert]

Ja Trump will absolute deal over Iran's nuclear programma and over the.

[News Anchor]

In pecking the welcomed shennesse President Xi Jinping days awake Vladimir Putin the President van Rusland Amber und weg na da dal President Trump on. Deal making.

[Tech Expert]

Last but not least.

[Interviewer]

Hello everyone. Good morning.

[Tech Expert]

Good morning.

[Interviewer]

Welcome to Google I O. Today is the start of Gemini season. Not really sure what the big deal is. Every day is Gemini season here at Google

[News Anchor]

by Google Is it elk dacht whelinge seizoon oftog Gemini zeissun secht CEO Sundar Pichai Morge dinsdag hout techrus Google van mudberdev Alphabet sen jarlikso hochmis met on twiglas conferency Google IO flashy new Pixel smartphones Marwal welblangreijke AI and software an kondegenge so sau Google's AI Gemini wirbundnl intus sich integrere inohen Pak mehr tupassinge van Gmail over the Google Chrome browser calendar photo musik and video bewerkingstules the Google Zug maschines awaken. AI assistent diche richter antwer de forschot. Android xr slim.

[Tech Expert]

Word standards of Google. Since december.

[News Anchor]

The Google I O conferencitus Morge Dinstag in California for the business Newsweek.

[Tech Expert]

It was the.

[News Anchor]

We commit, we deliver.