nowhere near a bubble yet

Right, let’s get stuck in.

This one’s all about big moves in tech, massive AI headlines, and a look ahead at the next catalysts.

Everybody’s Still Watching Nvidia

Let’s be honest, the whole market’s got one eye on Nvidia earnings tonight.

Morgan Stanley’s still bullish going in, with many expecting blowout numbers (unless China tensions throw a curveball on the guidance).

Options are only pricing a 6% move or so, which says a lot about how hard it is to shock anyone now. This is the world’s most watched company.

Unless something dramatic happens, the big question is, “Can Nvidia give us enough positive clarity to push for new highs?”

Even if the print’s just good rather than great, it should be enough to get things motoring.

Market reaction overnight and into tomorrow will be key for broader sentiment.

What’s New Under the Hood?

While the world’s obsessing over the headline, Nvidia’s quietly rolling out gear that’s smashing previous benchmarks.

The next-gen chips are a SERIOUS step change in the speed and efficiency of AI workloads.

That’s not just tech hype: it means real changes in data centres, robotics, self-driving cars, and more. Every leap forward just keeps the theme rolling.

Arguably, we’re nowhere near peak hype. It still feels far more like the dot com “boom” than bust.

MongoDB Steals the Show

Straight out of the gate, MongoDB’s earnings were a knockout.