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Nvidia is now valued at US$3.3 trillion. - It's the 2nd most valuable company in the world. - It's worth more than France's GDP, US$3.21 trillion. - Approaching the size of the UK economy, US$3.84 trillion

The Nasdaq-100 is now worth US$26.4 trillion. So, US tech stocks are now more valuable than the GDP of China, which stands at US$17.73 trillion. That’s right. US tech stocks are bigger than the world’s second-largest economy. $NDX $NDQ

Drop in US business inflation pushed the market higher overnight, with rate cut hopes rising. Not so for Australia, where strong employment data weakens the case. Expect tech sector investors to sell out for profits following strong gains. $CBA $CSCO $NVDA $RIO $TSLA $AMZN $NXT

As world markets invest more in AI we'll see a wave of infrastructure development. Nvidia, now the second most-valued company in the world, is just one key beneficiary as AI spend climbs to US$1.6 trillion by 2032 says Jessica Amir $GOOG $AMZN $AMD $AAPL $CSCO $MSFT $NVDA $SMH

Real take on who ACTUALLY really benefits from today's rate cut in Australia. It's not me, or you. It's the big banks. Get real. #Auspol

Game changer for Toyota. In redesigning top-selling RAV4 to be exclusively a hybrid. The RAV4 is THE most popular versatile and family-friendly vehicle in Australia. The best-selling SUV in the US. Popular cars share returns (5 years) Toyota $TM +57% Ford $F +129% GM $GM +95%

US shares broke a six-day winning streak as investors sold up after the sharp rally. Following Australia's rate cut, banks are up this morning. Most big banks historically perform well after a cut. Property, tech stocks may also gain $CBA $NAB $WBC $WGX $TSLA $MRNA $BGL $NVAX

The chaos and aftermath of a power outage on Sydney trains. I mean, it’s 2025. It’s hard to believe trains were brought to a halt after part of a train’s roof power connector was tangled with power lines. Causing two days of delays #fail

Investor fear over US debt has caused a bond market rout, pushing up yields. A sell off spread to equities, and investors turned to 'safer' assets such as gold and Bitcoin (which hit a record). It's worth noting wheat also rallied, says Jessica Amir $IBIT $RGTI $GNC $ING

Have you noticed, the best investors and traders have one thing in common. Patience. They wait for the best setups. They don’t trade daily, only when the odds are in their favor. That’s how generational wealth is built. Don’t chase. Stay patient.

Three of Australia's big four banks remain a compelling case. They've always recovered from big market drops, with CommBank reaching new highs. And they have a stranglehold on the mortgage market. Jessica Amir explains why investors should consider them $CBA $ANZ $WBC $NAB

European, Canadian stocks rose overnight, near or at all-time highs. Australian stocks are up this morning and the US should follow tonight. They're driven by four trends likely to shape markets for the next decade, explains Jessica Amir $ATOM $EVN $ESTX $GDX $GMD $WAF $RRL

Markets made solid gains yesterday with the Nasdaq 100 surging 2.4% overnight. (Tesla alone was up 7%.) We're seeing strong investment in ETFs in May, suggesting we could see another record year. Any rise in the ASX today drawing it close to a new record. $TSLA $VOO $VAS $NVDA

Nvidia delivered a market-beating quarterly report, driving its shares higher after market. Jessica Amir unpacks the results, tracing the powerful growth trajectory of this leading #artificialintelligence company. She says it's not a stock any investor should be ignoring $NVDA

Buoyed by US rate cut hope but confused by tariff court rulings, investors are focusing on high-value stocks. Nvidia may be one, rising 3.25% to now rival Microsoft as the world's valuable company, says Jessica Amir. Locally, the ASX dipped at open. $META $NVDA $DFND $MSFT