Digest & Invest by eToro | Insights on Trading, Markets, Investing & Finance eToro

The AI giant's earnings have become a macro event in its significance. Another beat-and-raise is expected but a miss is ultimately inevitable and not terminal. We also recap a positive JP Morgan investor day, forecasting more income and buybacks.

The focus this week will be on semiconductor giant NVDIA's results quadrupling, an unlikely Ethereum ETF approval by the SEC, and peak AGM season with JP Morgan's meeting and investor day.

The latest 13F 'whale' investor holdings are a fertile ground for new ideas and show rotation away from big tech to small caps, insurers, and China. But retail investors new picks are doing dramatically better. We also look ahead to semiconductor superpower Taiwan's new President.

Weaker oil prices are hiding a broadening commodities catch up rally, from Dr Copper to natgas and wheat as the global economic outlook improves, Whilst commodities, emerging markets and US tech stocks are the winners from a starting US dollar reversal.

Take a deep dive into Megaport, an ASX-listed stock that has been performing remarkably well, even keeping pace with industry giant Nvidia over the past year. Join us as we examine Megaport's performance and future outlook.

In this conversation, Sam, Josh, and Neža discuss the BHP Takeover Bids, AI Developments & Meme Stocks