Nvidia disappointed investors with its latest sales forecast, adding to concerns about growing competition in the AI chip industry. Also on the show: global stocks rose as investors flocked back to the artificial intelligence trade; Iran warned it would retaliate beyond the Middle East if the US or Israel attacks it again; Elon Musk’s SpaceX filed for an initial public offering; JPMorgan’s Jamie Dimon warns rates could climb further; Iran war clouds Africa’s inflation outlook. Guests include: Rajeev Sibal, Morgan Stanley Senior Global Economist; Troy Rohrbaugh, JPMorgan Co-CEO Commercial & Investment Bank; Josh Gilbert, eToro APAC & Middle East Lead Analyst.
Horizons Middle East & Africa is your daily spotlight on one of the world’s fastest-growing regions. Live from Dubai, we bring you the latest global markets and analysis, plus news-making interviews, with a special focus on MEA. All that and more, as you head to the office in the Gulf, pause for lunch in Hong Kong, or start your day in London or Johannesburg.
Chapters:
00:00:00 – Introduction
00:03:15 – Nvidia gives lackluster forecast
00:06:45 – Rajeev Sibal, Morgan Stanley Senior Global Economist
00:13:16 – Troy Rohrbaugh, JPMorgan Co-CEO Commercial & Investment Bank
00:19:49 – Iran threatens to retaliate
00:27:09 – SpaceX files for an IPO
00:31:09 – Josh Gilbert, eToro APAC & Middle East Lead Analyst
00:38:08 – Jamie Dimon warns rates could climb further
00:42:24 – Iran war clouds Africa’s inflation outlook
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