On today’s show, Nvidia has failed to impress investors with its latest sales forecast. The chipmaker delivered a first-quarter outlook that easily beat average estimates, but there was little change in the shares, over concerns about an overheated AI economy.
Cuban forces killed four people on a speedboat with Florida tags, an incident the US Secretary of State Marco Rubio said was being investigated and risks escalating tensions with the United States. Havana said the 10 people on board were carrying weapons and planned an uprising.
The US imposed sanctions on more than 30 entities that support Iranian oil and weapons sales ahead of nuclear talks today in Geneva.
Today’s guests: Axa CEO Thomas Buberl & Chris Beauchamp, Chief Market Analyst at IG Group.
Chapters:
00:00:00 – Daybreak Europe
00:02:26 – Nvidia Investors Give Tepid Reaction to Upbeat Forecast
00:08:18 – Asian Chip Stocks Slip
00:10:53 – Cuba Says Those Killed in US Boat Encounter Planned Uprising
00:11:16 – Rubio Says US Will Investigate Deadly Cuba Speedboat Shooting
00:14:10 – Thomas Buberl, AXA CEO
00:19:58 – AXA CEO: Primary Focus is Organic Growth
00:22:29 – CME Restarts Gas, Metals Trading After Glitch
00:24:55 – Stock Rally to Ease as Nvidia Tepid After Results
00:26:01 – Wall Street Traders are Pouncing on the Tariff Rebound Chaos
00:27:42 – Merz: Willing to Continue Positive Momentum With China
00:33:33 – Nvidia Fades After Earnings
00:37:06 – Chris Beauchamp, Chief Market Analyst at IG Group
00:39:37 – Zelenskiy, Trump Discuss Next Steps for Peace Talks
00:43:21 – Rubio: Trump Made Clear He Backs Diplomacy
——–
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