Dip-rushing

Technology stocks bounced back as investors once again rushed to buy the dip, brushing aside concerns about valuations, energy risks and signs of strain in the broader economy. The latest rebound suggests that the AI trade remains the dominant force in global markets, with every pullback viewed as another buying opportunity. Meanwhile, hopes of a ceasefire between Iran and Israel helped ease oil prices and yields, but underlying energy risks remain largely ignored. European markets continue to lag due to their limited exposure to technology, while excitement around upcoming IPOs such as SpaceX keeps investors focused on the next big opportunity. The question is no longer whether AI is transforming markets. The question is: how much longer can markets run on AI steroids before reality catches up? 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.