9th October 2025 – Tech melts up as Jensen talks up AI Chips & Fed flags further rate cuts

MPC Markets Morning Call · Oct 8, 2025 · 18m

In this conversation, the speaker discusses the current state of the tech market, emphasizing the influence of AI and the bullish sentiment surrounding companies like Nvidia and Tesla. The discussion also touches on interest rates, economic indicators, and the dynamics of gold and silver markets. The speaker provides insights into investment strategies and the potential for future growth in the tech sector, while cautioning about valuation concerns and market disconnects.

takeaways

Tech is experiencing a significant bullish trend driven by AI advancements.

Interest rate cuts are likely as…