Shownotes
NVIDIA has become a stock market behemoth on the back of their AI-friendly graphics chips. Last week saw them hit a $2.19 trillion market capitalisation. So are they the future of the globe’s most info-critical resource - or a sign that we’re entering the Pets.com era of the AI age?
Meanwhile, after months of delays and diplomatic blocking operations, Sweden and Finland are officially in NATO.
But with past and future president Trump signalling that he will be less than interested in European defence, are they arriving at a party just as the lights go up?
Finally, British equities used to be 9 per cent of the global equity market. New data confirms they’re now 3 per cent. And the trend line is south. As the City’s long term future gently slides out of view, Britain is going to need a new basket for all of its eggs...
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