Robert Johnson inspired post grunge tune. A Faustian warning to humanity in the face of technological escalation . Are we building a gilded cage for ourselves? Selling our souls into the bargain? The hands of time shall speak their truths. For no mortal hands can steer this course, no pleading words can bid them stay. As blind the unwandered path we tread. Bright dreams, now dimmed and wrought with dread.

Goodbye Mr Johnson (Crossroads Breakdown Blues)

Tänases saates:

- S&P 500 liikus käegakatsutavast 7000 punkti piirist tublisti allapoole
- Turgu vedanud AI-ettevõtetest lastakse õhku välja
- Paanikamüüke veel ei toimu, kuid hirm üleinvesteerimise ees kasvab
- Nvidia III kvartali tulemused on turu lakmuspaber
- Põhjanaabrite toimetulek volatiilses keskkonnas 

Saate tegid LHV investorkogukonna juht Nelli Janson ja makroanalüütik Triinu Tapver.

Kirjuta meile aadressil turutegijad@lhv.ee

Finantsteenuseid pakub AS LHV Pank. Tutvu finantsteenuste tingimustega aadressil www.lhv.ee ja küsi nõu meie asjatundjalt. Podcastis esitatud seisukohad on informatiivsed ja ei ole mõeldud soovitusena müüa või osta mainitud väärtpabereid. AS LHV Pank ei vastuta teabe põhjal tehtud otsuste eest. Investeerimine on seotud võimaluste ja riskidega, väärtpaberite turuväärtus võib nii kasvada kui ka kahaneda. Välisturgudel võivad tootlust mõjutada valuutakursside kõikumised. Võimalike kajastatud väärtpaberite ja finantsindeksite eelmiste või tulevaste perioodide tootlus ei tähenda lubadust ega viidet järgmiste perioodide tootluse kohta. Investeerimisotsuste tegemisel kasuta ametlikku informatsiooni väärtpaberi kohta, tutvudes iseseisvalt riskide ja tingimustega.

Esitatud teave on informatiivse eesmärgiga ning ei ole vaadeldav investeerimisanalüüsina ega mõeldud soovitusena müüa või osta mainitud väärtpabereid. LHV ei vastuta teabe põhjal tehtud otsuste eest. Investeerimine on seotud võimaluste ja riskidega, väärtpaberite turuväärtus võib nii kasvada kui ka kahaneda. Välisturgudel võivad tootlust mõjutada valuutakursside kõikumised. Eelpool kajastatud väärtpaberite ja finantsindeksite eelmiste või tulevaste perioodide tootlus ei tähenda lubadust ega viidet järgmiste perioodide tootluse kohta.

19.11.2025 Nädal turgudel: kas Nvidia tulemused päästavad või kukutavad aktsiaturu?

A brief look at financial markets with Bokor In the Morning brought to you by Steve Bokor at ventum Financial Corp. a member of SIPC

Markets give up early gains ahead of Nvidia Earnings

Markets Sink as Nvidia Rolls Over

This week Apple pulls the plug on the iPhone Air, how Cloudflare brought down a fifth of the Internet, crypto has a bad week and trouble at the EU as Ursula von der Leyn falls victim to AI hype.
Plus, Dr Hazel Farrell from SETU talks about how artificial intelligence can be used as a tool rather than a threat to learning.

Air today, gone tomorrow

Is the AI landscape about to change forever? 🚀 Join Shailendra Kumar on AI with Shaily as we unpack the groundbreaking $15 billion partnership between Nvidia and Microsoft investing in Anthropic's Claude chatbot. Discover the implications of this mega deal, including co-optimization of AI models and state-of-the-art chips, and what it means for the future of AI and cloud technology. Don't forget to share your thoughts in the comments! 💬🔥

Nvidia and Microsoft Bet Big on AI: $15B Investment Explained

The US economy depends on an unsustainable stock market bubble driven by AI companies that are almost all losing money. Nvidia seems healthier, but serious red flags explain why its stock price is extremely volatile, and why its market capitalization dropped $600 billion in just one day. Ben Norton explains.

VIDEO: https://www.youtube.com/watch?v=JAZqYQBwWNY

Topics
0:00 AI bubble & Nvidia
2:40 Magnificent Seven (Mag7) Big Tech stocks
4:01 US GDP growth depends on AI capex
5:01 AI circular financing scheme
6:28 OpenAI is losing money, but owes $1.4 trillion
7:38 Nvidia profits rise in earnings report
9:27 US investor madness
12:04 China challenges Nvidia's chip monopoly
13:43 Crazy volatility in Nvidia stock
15:08 CEO Jensen Huang's private comments
17:11 $600 billion drop in one day
18:13 Four customers make up 61% of Nvidia revenue
20:25 IOUs: Nvidia's accounts receivable rises
21:43 GPU demand? Nvidia inventories surge
22:37 S&P 500 falls $2 trillion in 5 hours
24:12 US economy built on financial house of cards
26:13 Markets can remain irrational...
27:01 Dangers of a recession or depression
28:13 Outro

AI bubble madness: Why Nvidia's market cap fell $600,000,000,000 in ONE DAY

The lads were delighted to welcome back special guest Gabriel Brown of analyst firm Omdia. Pausing only to reflect on some mixed sporting news, they get straight into the big new of the week, which emanated from Nokia’s capital markets day. It was the opportunity for Nokia’s newish CEO to reveal his cunning plan for the company. Given events that preceded, that inevitably leads to discussion of Nvidia’s increasing influence over Nokia and the telecoms world in general, before they conclude by reflecting on a recent event held by BT International.

Nokia, Nvidia and BT

Umělá inteligence zůstává klíčovým tématem na trzích, když obavy nerozptýlila ani slušná čísla Nvidie. Do popředí se dostává Alphabet s novým modelem Gemini 3 a s vlastními čipy TPU, což mění konkurenční dynamiku. Alibaba slaví úspěch se svou AI aplikací Qwen, zatímco Novo Nordisk si zapsal neúspěch při testování Ozempicu proti Alzheimerově chorobě.

Obsah:
00:00:31 Výsledky Nvidie
00:13:56 Korekce AI segmentu
00:15:21 Alphabet mění hru
00:21:13 Alibaba slaví úspěch s Qwen
00:24:03 Novo Nordisk zklamal v testech proti Alzheimerově chorobě

Týdenní výhled: O číslech Nvidie, korekci na AI i gigantovi, který jí vzdoruje

In this episode, we sit down with Solution Architect Robert Alvarez to discuss the technology behind Pure Key-Value Accelerator (KVA) and its role in accelerating AI inference. Pure KVA is a protocol-agnostic, key-value caching solution that, when combined with FlashBlade data storage, dramatically improves GPU efficiency and consistency in AI environments. Robert—whose background includes time as a Santa Clara University professor, NASA Solution Architect, and work at CERN—explains how this innovation is essential for serving an entire fleet of AI workloads, including modern agentic or chatbot interfaces.

Robert dives into the massive growth of the AI Inference market, driven by the need for near real-time processing and low-latency AI applications. This trend makes the need for a solution like Pure KVA critical. He details how KVA removes the bottleneck of GPU memory and shares compelling benchmark results: up to twenty times faster inference with NFS and six times faster with S3, all over standard Ethernet. These performance gains are key to helping enterprises scale more efficiently and reduce overall GPU costs.

Beyond the technical deep dive, the episode explores the origin of the KVA idea, the unique Pure IP that enables it, and future integrations like Dynamo and the partnership with Comet for LLM observability. In the popular “Hot Takes” segment, Robert offers his perspective on blind spots IT leaders might have in managing AI data and shares advice for his younger self on the future of the data management space. 

To learn more about Pure KVA, visit purestorage.com/launch.

Check out the new Pure Storage digital customer community to join the conversation with peers and Pure experts: 
https://purecommunity.purestorage.com/

00:00 Intro and Welcome
02:21 Background on Our Guest
06:57 Stat of the Episode on AI Inferencing Spend
09:10 Why AI Inference is Difficult at Scale
11:00 How KV Cache Acceleration Works
14:50 Key Partnerships Using KVA
20:28 Hot Takes Segment


Accelerating Enterprise AI Inference with Pure KVA

Unlock the secrets of data mastery with Shailendra, a 27-year veteran in AI, ML, and Data Science, driving AU$ 6 Billion in transformative value. As the author of 'Making Money out of Data,' their strategies redefine digital success. With expertise honed at IBM and Accenture, they drive innovation and data monetization. Explore how loyalty programs like Flybuys and Everyday Rewards revolutionize business—connect with Shaily today.

Inspirace pro Vaše investice. Podcasty retailové jedničky mezi brokery Patria Finance, jejíž součástí je respektovaný ekonomický a investiční portál Patria.cz. Zaposlouchejte se do investičních tipů, tržních výhledů, investičního vzdělávání a osvěty nebo rozhovorů se zajímavými osobnosti světa investování i byznysu.

Once a week we get together in a studio somewhere in London to take the piss out of telecoms and technology for an hour or so.

Daily review of global financial markets, brought to you by Steve Bokor at Ventum Financial, a member of the CIPF.

Information contained herein represents the views of the writer and not those of PI Financial Corp., and based on assumptions which the writer believes to be reasonable. The material contained herein is for information purposes only and is not to be construed as an offer or solicitation for the sale or purchase of securities. This information is intended for distribution in those jurisdictions where PI Financial is registered as an advisor or a dealer in securities. Any distribution or dissemination of this article in any other jurisdiction is strictly prohibited. PI Financial and/or its’ officers, directors, employees and affiliates may, from time to time, acquire, hold or sell a position in the securities mentioned herein.

Geopolitical Economy Report is an independent news outlet that provides original journalism and analysis to understand the changing world.

LHV on Eesti pank ja pensionifondide haldur. Meie visiooniks on Eesti, kus inimesed ja ettevõtted julgevad suurelt mõelda, ette võtta ja tulevikku investeerida.  LHV Podcastiga juhime tähelepanu teemadele nagu majandus, investeerimine, ettevõtlus, pangandus ja innovatsioon. Kõigele, mis LHV-ga kokku käib. Põnevad jutuajamised ja inimesed. Ootame ka sinu tagasisidet. Head kuulamist!

Bringing you direct access to Pure Storage thought leaders, technology experts, alliance partners, customer insights, and our latest product news.

Descend an abyss of moreauvian absurdity, where curiosity and creativity blur the line betwixt beast and beauty.

Technology news from Ireland to the world

New tracks tagged #Nvidia