All eyes on Nvidia's earnings: A high-stakes moment for AI stocks - Saxo Bank
However, investors will be watching closely for any updates on potential efficiencythreats.AI spending isn't slowing down—but can Nvidia capture it?
Saxo Bank 2
Covers: Banking & FinanceMarkets & InvestmentChina & Geopolitics
JPY the winner as yields dive onriskaversion. - Saxo Bank
The JPY is trumping the US dollar as a safe haven in a profoundriskoff event triggered by concerns that a Chinese AI model will disrupt the …