EPISODE · Feb 26, 2026 · 12 MIN
Has the AI Theme Peaked?
from Market Watch · host BFM Media
Nvidia's results were better than expected whilst the guidance remained positive. However, the share price was down 5%. Does this suggest that the AI theme has peaked? Tim Waterer, Chief Market Analyst, KCM Trade, gives us his answer whilst we also try and understand why the Australian dollar continues to appreciate.Image Credit: Shutterstock.comSee omnystudio.com/listener for privacy information.
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Has the AI Theme Peaked?
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This episode is 12 minutes long.
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This episode was published on February 26, 2026.
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Nvidia's results were better than expected whilst the guidance remained positive. However, the share price was down 5%. Does this suggest that the AI theme has peaked? Tim Waterer, Chief Market Analyst, KCM Trade, gives us his answer whilst we also...
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