
Hosted by Swissquote, Ipek Ozkardeskaya, Feyyaz Alingan · EN

Technology stocks are under pressure as rising bond yields, elevated valuations and growing concerns over AI-related spending challenge one of the strongest market rallies in recent history. The latest selloff has been particularly painful for memory-chip stocks, with Micron, Samsung and SK Hynix at the centre of the storm. After a spectacular AI-driven rally fuelled by booming demand for high-bandwidth memory (HBM) chips and data-centre investment, investors are beginning to ask whether expectations have become too optimistic. Today, all eyes turn to Micron's earnings. Strong results are expected, but are they already fully priced in? More importantly, how will the market react? Is this the start of a deeper correction in AI-related stocks, or just another pause before the next leg higher? 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.

Chapters 0:00 Intro 1:01 Cheaper oil please European investors 2:41 … as tech appetite comes under pressure 5:20 UK: Burnham’s turn to try

Markets are starting the week with an odd sense of optimism despite another roller-coaster weekend for Middle East diplomacy. One moment the Strait of Hormuz is open, the next it's closed, then open again, as US-Iran negotiations begin while geopolitical tensions remain elevated. Yet investors continue to focus on the possibility of a breakthrough. Oil briefly rose above $78 per barrel before retreating, while Asian equities pushed higher on strong technology appetite, a weaker yen, and renewed enthusiasm around AI and robotics. Micron reports earnings this week. With expectations running sky-high, investors will be looking for confirmation that the memory-chip boom still has room to run. 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.

BTC is fighting the bears, but it seems hopeless - or is it? 00:00 Intro 00:29 Disclaimer 00:33 Preview 00:51 Bitcoin 03:09 Anthropic 03:57 Bittensor 05:40 Near & FET 05:59 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

Chapters 0:00 Intro 0:59 Oil down but… 4:38 USD is up 9:09 Gold near critical support

🦄 The biggest tech winners now stay private for more than a decade. That's where most of the value gets created, and until recently it was off-limits to anyone who wasn't already a billionaire. 🎙️ In this episode of UNLOCKED, Andreas Bezner explains how he went from professional graffiti artist to building one of Switzerland's leading pre-IPO fintechs, why "the next NVIDIA" mistake is usually a prediction problem rather than a stock-picking one, and how Stableton opens access to the 20 most valuable private companies, names like OpenAI, Anthropic, Canva and Epic Games, before they ever go public. . . For informational purposes only. Not investment advice or a financial promotion. May not be applicable in all jurisdictions. _____ ➡️ Invest in unicorns: https://swq.ch/3RSBDrQ ➡️ Discover Stableton: https://swq.ch/4aD0aaG ➡️ Connect with Andreas Bezner: https://swq.ch/4aD0hTE _____ 👉 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/in... _____ 👉 Discover Swissquote’s culture and join a company that values innovation, diversity and team spirit: https://www.swissquote.com/en/careers

Chapters 0:00 Intro 0:47 Fed under Warsh! 3:45 How the Fed decision echoes across markets 6:00 What will the BoE do? 6:39 The good, the bad and the ugly

Chapters 0:00 Intro 1:06 SpaceX is now the 5th biggest US company 3:08 Bubble talks 5:46 All eyes on the Fed!

Chapters 0:00 Intro 1:03 Market update 1:57 SpaceX – a meme stock that will be included in every sauce 5:41 Rotation, but… 8:41 FX update

Chapters 0:00 Intro 1:04 Peace deal at last? 3:00 A big week for central banks 7:36 Gold and silver rebound 8:06 SpaceX: to invest or not to invest?