Time to chase dip-buying opportunities in tech, software space? | MarketTalk: What’s up today? скачать в хорошем качестве

Time to chase dip-buying opportunities in tech, software space? | MarketTalk: What’s up today?

US equities rebounded yesterday after early-session weakness, with dip buyers stepping in near key technical levels. Yet beneath the surface, conviction remains thin, signaling that investors are treading carefully. The AI trade continues to unwind selectively: software names are under pressure, while AI enablers are still digesting concerns over debt-funded investment plans. Bond yields suggest these companies remain “safe,” but swimming against the current bearish tide demands courage. In Europe, rotation flows are still in play. In the UK, sterling’s weakness supports the internationally exposed FTSE 100, highlighting how currency movements can amplify market trends. Overall, sentiment is stabilizing, but investors are only cautiously back, weighing opportunities against ongoing uncertainty about politics, geopolitics and where AI is driving us! Watch the full episode to find out more! 0:00 Intro 1:25 US indices rebound: 2:35 Big Tech: pros and cons, levels and dip-buying urge 5:40 BoE doves gain the upper hand 8:30 Kiwi falls after RBNZ verdict 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. #Finance #Investing #StockMarket #Trading #MarketAnalysis #MacroEconomics #Equities #AI #FTSE100 #InvestmentStrategy #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/in... _____ 👉 Discover Swissquote’s culture and join a company that values innovation, diversity and team spirit: https://www.swissquote.com/en/careers