Does Nvidia’s $100bn OpenAI Deal Signal A Market Bubble?

Update: 2025-09-26

Description

In this week’s podcast Michael Brown (Senior Market Strategist from Pepperstone and Michael Hewson look at the shifting expectations when it comes to further rate cuts from the Fed and BoE, as well as whether markets are in a bubble given this week’s news of Nvidia’s $100bn deal with OpenAI. They also look at this week’s numbers from Kingfisher and JD Sports, as well as looking ahead to US non-farm payrolls, and results from Tesco and JD Wetherspoon.

Comments

In Channel

As the UK budget looms, is the gloom overstated?

2025-11-2050:55

As UK economy slows further will next week’s October CPI signal a December rate cut?

2025-11-1357:04

Bank of England leaves rates steady citing budget uncertainty, ITV bid talk and retail earnings.

2025-11-0701:03:33

Fed’s hawkish cut, markets start to question Mag 7 AI capex spend, as Microsoft and Meta slide back.

2025-10-3101:04:38

Mag 7 earnings and Fed rate decision key risks in a big week for markets.

2025-10-2401:01:30

As China US trade tensions re-emerge will the TACO trade re-establish itself?

2025-10-1654:19