Tech under scrutiny ahead of earnings | MarketTalk

Market sentiment remains fragile as hotter US inflation, mixed bank earnings and growing concerns over AI financing test investors’ appetite. CoreWeave’s sharp stock and bond selloff has exposed an uncomfortable question: how long can the AI infrastructure boom rely on external financing before investors demand stronger returns? Money has moved towards US Treasuries and less technology-heavy stocks, but a slowdown in AI investment could reach far beyond chipmakers and cloud providers, affecting earnings, hiring and economic growth. This week, tech earnings led by Meta will put those nerves to another test. Strong spending plans could reassure investors about demand while deepening concerns over financing. More cautious plans could ease those worries but hurt companies counting on the money. Watch the full episode to find out more! 0:00 Intro 0:50 Tech appetite in question 4:31 Investors move to US Treasuries and non tech 7:55 Watch tech earnings this week! Ipek Ozkardeskaya has begun her financial career in 2010 in the structured products desk of the Swiss Banque Cantonale Vaudoise. She worked at HSBC Private Bank in Geneva in relation to high and ultra-high net worth clients. In 2012, she started as FX Strategist at Swissquote Bank. She worked as a Senior Market Analyst in London Capital Group in London and in Shanghai. She returned to Swissquote Bank as Senior Analyst in 2020, and launched her own website ipekScope.com in 2025. #StockMarket #AI #TechEarnings #CoreWeave #Meta #Nvidia #FederalReserve #Treasuries #Swissquote #MarketTalk _____ 👉 Discover our brand and philosophy: https://www.swissquote.com/en/group _____ 👉 Deepen your trading and investing knowledge with Swissquote Inspire: explore our articles, analyses, webinars and exclusive content: https://www.swissquote.com/private/inspire _____ 👉 Discover Swissquote’s culture and join a company that values innovation, diversity and team spirit: https://www.swissquote.com/en/careers