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The Saxo strategy team delivers insights and opinions about financial markets three times a week. Monday’s episode will focus on the events that have unfolded in the past week and what you should pay attention to in the coming week. Tuesday’s episode will focus on equities both in terms of performance and other relevant developments. Thursday’s episode will focus more narrowly on a specific topic, which can be everything from earning seasons, to yield curves and oil prices. The podcast will feature a wide array of Saxo’s financial experts.
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![Who the heck is buying so many Nvidia GPU’s?](https://pbcdn1.podbean.com/imglogo/image-logo/5709963/thumbnail_1400x1400_bfzq6q_300x300.png)
Wednesday Aug 23, 2023
Who the heck is buying so many Nvidia GPU’s?
Wednesday Aug 23, 2023
Wednesday Aug 23, 2023
Link to slide deck: https://bit.ly/3YNlKCd -
Today we look at the wild swings in Nvidia shares ahead of that important company's earnings report after the close today, with much at stake as the company has a very high bar to clear in terms of results and guidance, given the share price. We take a look at some of the largest likely buyers of Nvidia and why their capital expenditures have not expanded in line with the expected surge in Nvidia revenues. Elsewhere, we continue to discuss what the Fed will hint at in this Friday's Jackson Hole speech from Fed Chair Powell. In commodities, we focus on copper and oil. This and more in today's pod, which features Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy hosting and on FX.
Read daily in-depth market updates from the Saxo Market Call and SaxoStrats Market Strategy Team here.
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