DiscoverMarket MakerNvidia’s $100bn AI Bet, Trump’s U-Turn, and HSBC’s Quantum Leap
Nvidia’s $100bn AI Bet, Trump’s U-Turn, and HSBC’s Quantum Leap

Nvidia’s $100bn AI Bet, Trump’s U-Turn, and HSBC’s Quantum Leap

Update: 2025-09-25
Share

Description

In this week’s Market Maker Podcast, Anthony and Piers dive into three huge stories shaping markets, technology, and careers in finance:


Trump’s U-turn on Ukraine & the defense stock boom – What does his latest stance mean for NATO, Europe’s defense spending, and why has one German arms manufacturer surged 2,000% since the war began?


Nvidia’s $100bn OpenAI deal & the global AI race – From landmark partnerships with OpenAI, Alibaba, and Intel, to political maneuvering at the top table, we break down how Nvidia is cementing itself as the backbone of AI infrastructure.


HSBC’s quantum leap – The bank claims a 34% improvement in bond price predictions using quantum computing. We unpack what this really means, how it could reshape Wall Street, and why students and early-career professionals should pay attention.


Whether you’re curious about markets, fascinated by frontier tech, or exploring your future in finance, this episode connects the dots between geopolitics, AI, quantum, and the career skills that will matter most.


💡 Timestamps


(00:00 ) Intro & Topics

(02:04 ) Trump’s U-Turn & Defense Stocks

(08:55 ) Nvidia’s $100bn OpenAI Deal

(25:13 ) Nvidia’s Global Strategy & Politics

(30:45 ) Quantum Computing in Finance


👉 Useful Resources


AmplifyME free Markets Finance Accelerator

AmplifyME free Banking Finance Accelerator


📌 Student Training Programmes


5-day In-Person Bootcamp in London

3-Week Virtual Summer Analyst Programme


🤝 Connect


Anthony Cheung

Piers Curran

Comments 
In Channel
loading
00:00
00:00
x

0.5x

0.8x

1.0x

1.25x

1.5x

2.0x

3.0x

Sleep Timer

Off

End of Episode

5 Minutes

10 Minutes

15 Minutes

30 Minutes

45 Minutes

60 Minutes

120 Minutes

Nvidia’s $100bn AI Bet, Trump’s U-Turn, and HSBC’s Quantum Leap

Nvidia’s $100bn AI Bet, Trump’s U-Turn, and HSBC’s Quantum Leap

AmplifyME