Quarterly Outlook
Equity outlook: The high cost of global fragmentation for US portfolios
Charu Chanana
Chief Investment Strategist
Dan Squires
Head of Sales - UK
Summary: Nvidia report at 5am US time this Wednesday, and all eyes will be on this very popular name to see if the high growth they have been delivering is set to continue. The results will be crucial given the share price is up 100% YTD, but more broadly will affect sentiment more broadly - particular for the tech sector and for the AI theme. It would be reasonable to expect a big intraday move.. up or down! Whether you own Nvidia or not (and note that this is the 6th most valuable position across Saxo UK's client portfolios) we think this is one piece of corporate news you don't want to miss. (p.s. our strategists have done a podcast today digging into the detail)