Saxo Market Call Nvidia close to taking the market cap crown once again
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Jun 26, 2025 Nvidia is flying high with a new all-time stock price, spurred by Micron's impressive earnings report that reassured investors in AI. Meanwhile, the USD is slipping amidst talk of a potential dovish Fed Chair nominee from Trump. Listeners also get insights into the anticipated earnings report from Nike and its implications for the market. Join in for a dynamic discussion on these trends and how they shape the financial landscape.
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Nvidia Surge Fueled by Micron
- Nvidia reached an all-time high above $154, boosted by Micron's strong earnings report.
- Micron's 50% growth in the data center memory category reassured AI sector investors.
Experimenting with AI Graphics
- John Hardy experimented with Midjourney AI image generation for a $100 bill graphic.
- This helped him appreciate AI tools for his content creation needs.
Fed Chair Speculation Hits Markets
- Trump may nominate a very dovish Fed Chair early, which is affecting markets.
- This speculation causes U.S. yields and the dollar to plunge, indicating fiscal dominance risks.