MM143: Nvidia Earnings, Cocoa Beans and Japan...

Application season is underway, and if you’re targeting investment banking, understanding what’s actually happening in M&A can give you a real advantage in interviews.In this episode, Anthony Cheung and Stephen Barnett break down the huge resurgence in global dealmaking in 2026, ...  Show more

Oil is back above $100 a barrel, food prices are climbing and central banks are once again facing pressure to raise interest rates. Is the world heading towards a second wave of inflation?In this episode, Anthony Cheung and Piers Curran explain why the latest inflation threat goe ...  Show more

In the last few weeks, markets have hit highs in the US, Europe, and Japan. Today on the show, we try to understand what has powered the results. We talk about chip company Nvidia, but also renewed optimism in Japan and the arrival of a new acronym describing the leaders in Eu ...

Nvidia surprised the street with another major beat to guidance estimates for its Q2 earnings release - arguably the most widely watched corporate earnings report globally in 2023, with the stock +9% higher in after-hours trading. However, in the following Asia trading session - ...  Show more

Musk, Tesla, more politics (0:20). Betting on Nvidia and the AI trade (2:55). Markets continue higher despite concerns (5:40). Financial earnings coming next week; sector showing strength (8:40).Show Notes:Nvidia hits $4 trillion market capNetflix Is Still KingMost Fed officials ...  Show more

From the BBC World Service: Tokyo’s main stock exchange closed at a record high on Thursday, beating a three-decade old record and largely due to semiconductor microchips. The surge comes after U.S.-based chipmaker Nvidia posted Q4 financial results that beat estimates. An Nvidia ...  Show more