Quarterly Outlook
Q3 Investor Outlook: Beyond American shores – why diversification is your strongest ally
Jacob Falkencrone
Global Head of Investment Strategy
Access both platforms from your single Saxo account.
Nvidia's $100bn OpenAI investment sparks global chip rally
Neil Wilson
Investor Content Strategist
Summary: Note: This is marketing material. This article is not investment advice, capital is at risk.
Nvidia's $100bn investment in OpenAI is a monster deal that has ignited a global chip stock rally.
As well as Nvidia shares rallying 4% yesterday, the likes of Taiwan Semiconductor Manufacturing Co and SKY Hynix have followed with gains. Samsung -which could become a supplier to Nvidia soon - also rose.
In Europe, STMicro, Infineon and BE Semiconductor have also risen. Retail investor favourites CoreWeave and Nebius also jumped.
The investment by Nvidia underlines that this is a sector going through a broad-based, rapid expansion - it's not a zero sum game with winner-takes-all.
AI stocks have enjoyed a strong year - we recently highlighted the L&G Artificial Intelligence UCITS ETF as one of the best performing funds last month.
Quarterly Outlook
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Quarterly Outlook
Q3 Macro Outlook: Less chaos, and hopefully a bit more clarity
John J. Hardy
Global Head of Macro Strategy
After the chaos of Q2, the quarter ahead should get a bit more clarity on how Trump 2.0 is impacting... -
Quarterly Outlook
Equity outlook: The high cost of global fragmentation for US portfolios
Charu Chanana
Chief Investment Strategist
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Quarterly Outlook
Commodity Outlook: Commodities rally despite global uncertainty
Ole Hansen
Head of Commodity Strategy
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Quarterly Outlook
Upending the global order at blinding speed
John J. Hardy
Global Head of Macro Strategy
We are witnessing a once-in-a-lifetime shredding of the global order. As the new order takes shape, ... -
Quarterly Outlook
Asset allocation outlook: From Magnificent 7 to Magnificent 2,645—diversification matters, now more than ever
Jacob Falkencrone
Global Head of Investment Strategy
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Quarterly Outlook
Macro outlook: Trump 2.0: Can the US have its cake and eat it, too?
John J. Hardy
Global Head of Macro Strategy
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Quarterly Outlook
Equity Outlook: The ride just got rougher
Charu Chanana
Chief Investment Strategist
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Quarterly Outlook
China Outlook: The choice between retaliation or de-escalation
Charu Chanana
Chief Investment Strategist
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Quarterly Outlook
Commodity Outlook: A bumpy road ahead calls for diversification
Ole Hansen
Head of Commodity Strategy