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

In this week’s podcast Michael Brown (Senior Market Strategist from Pepperstone) and I 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. We 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.
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