Market View: Nvidia’s Moonshot & The Tech Tipping Point

A blockbuster Nvidia beat, weakening consumer signals at Target, and surprise moves from Palo Alto Networks, Block, Nokia, Xiaomi, and SGX - we break down the drivers behind global and local market sentiment. Nvidia just delivered one of the most closely watched earnings results of the year - and the AI giant did not disappoint. Market View dives into Nvidia’s 65% profit surge and what it signals for the broader AI trade. We run through a tech-heavy Up or Down round featuring Palo Alto Networks and Block. Target cuts its profit outlook as US consumers tighten spending. Nokia, Xiaomi and SGX headline Round 2 as the AI infrastructure story accelerates. All this and a check-in on the STI - hosted by Michelle Martin with Ryan Huang.See omnystudio.com/listener for privacy information.