📉 Nvidia's could let Big Tech down

Nvidia has a supply problem, market shakeups aren't over yet, and a miraculous survival story | [Finimize](   TOGETHER WITH     Hi {NAME}, here's what you need to know for August 7th in 3:14 minutes.   💰 The world's most famous investor is exactly that for a reason. So join us for [How To Invest Like A Modern Warren Buffett]( at 5pm on August 14th, and find out how to stay do it like one of the greats. [Grab your free ticket]( Today's big stories - Nvidia’s dominance could be derailed by production delays, and the young whippersnappers at the chip designer’s heels will be delighted to hear it - Four pros adjusted their market projections – [Read Now]( - Markets started recovering after Monday’s sell-off, but a higher-than-usual volatility reading means investors can’t relax yet Walking Wounded [Walking Wounded] What’s going on here? Nvidia’s lead as the world’s most innovative chip designer was [threatened]( by production delays, the tech world’s equivalent to a pulled hamstring. What does this mean? Nvidia’s customers line up around the proverbial block for one reason: the chip pioneer hands out the most advanced AI semiconductors on the market. So when next-generation Blackwell chips were announced in March, companies saw stars in the shape of tech-propelled cost savings and profit enhancements. But despite being slated to launch this October, production problems look set to delay that date by at least three months – and because Nvidia’s financial year starts in January, an early 2025 launch means the chips won’t contribute a dime of revenue until the April quarter. Why should I care? Zooming out: A trouble shared is a trouble doubled. That doesn’t mean Nvidia’s existing chips are chopped liver. Orders for the Hopper lineup are still coming in faster than the firm can fill them – so realistically, Nvidia can set the price and bide time until its next launch. See, Big Tech companies have spent billions jostling for the same parts from the same suppliers, and that’s jacking up prices. Although, they could have their heads turned soon. Up-and-coming chip companies like [Cerebras]( and semiconductor start-up [Groq]( are vying for Nvidia’s spot at the top. The bigger picture: Big Tech, bigger headaches. Production delays directly hamper Big Tech’s own timelines, potentially pushing product enhancements further out. But Alphabet, Microsoft, and Apple need to keep some energy unspent, because they’re currently tangled up in antitrust cases. This week, a US ruling declared that Google violated antitrust laws, setting the stage for another trial to hash out possible remedies. That might even include breaking up parent firm Alphabet, threatening the firm’s long-held online advertising supremacy. So investors need to keep an eye on the courts: these decisions could change the way Big Tech makes money in the future. You might also like: [Doubts are starting to creep up about AI’s $600 billion bet.]( Copy to share story: [( 🙋 [Ask a question](mailto:questions@finimize.com?body=Ask us a question: Where are you writing from? Let us know and we'll mention it when we reply.&noapp=true&subject=Walking Wounded&utm_campaign=daily-global-07-08-2024&utm_source=email) Analyst Take Where Four Experts Would Invest This Quarter [Where Four Experts Would Invest This Quarter]( If there were ever a time when expert guidance would come in handy, it might be now. The world just feels tense – from internal conflict to global war, the markets may feel like they’re resting on the edge of a precipice. So our partners at interactive investor checked in with four experts from the likes of Rathbones and Schroders to see [how they’re assessing the current landscape](. They touch on different countries’ stock markets, bonds, gold, and property, united on many but divided on some. So that’s today’s Insight: [how four experts would invest in today’s climate](. [Read or listen to the Insight here]( SPONSORED BY MONEYPICKLE You can’t put a price on professional advice – especially when the first call’s free Save or invest, build a retirement pot or optimize for tax – money management looks different for everyone. It’s the old paradox of choice problem: the more options you have, the harder it is to settle on some. And in today’s changing markets, every missed opportunity could set you back. But talk to one of [Money Pickle’s trusted financial advisors](, from the comfort of your own home, and you can swap the stress for [personalized advice on investments, retirement, and financial goals](. Here’s how it works: [schedule a free online meeting]( at a time that suits you, and you’ll get matched with a vetted, unbiased advisor who aligns with your personal goals. They’ll talk you through the advisor process, give you their professional second opinion, discuss services that might benefit you – and of course, they’ll cover the cost of the call. So if you’re based in the US and want an advisor’s bespoke advice on your financial goals, [you can start off for free with Money Pickle](. [Find Out More]( Money Pickle only operates within the United States due to being an internet only RIA registered under the United States Securites and Exchange Commission (SEC) When you support our sponsors, you support us. Thanks for that. If you want your brand featured here, [get in touch.]( Moving And Shaking [Moving And Shaking] What’s going on here? Investors’ nerves were tested during Monday’s stock market sell-off, and their hands are far from steady given predictions of more major moves in the coming months. What does this mean? The world’s markets tumbled on Monday, sparking a range of reactions from mild caution to full-out fear of a societal collapse, depending on your social media of choice. In fact, volatility – a measure of fear in the market – hit a level not seen since the start of the pandemic. But come Tuesday, many markets seemed to have recovered. Japan’s Nikkei 225 index dropped 12% on Monday, but picked up by 10% to land back within touching distance. Meanwhile, the Korean and Taiwanese markets ticked up 3%, making up some of Monday’s 8% downturn. The US market, too, is clawing back much of its loss. No wonder that measure of volatility has halved since Monday’s reading. Why should I care? For markets: The bear’s been poked. It’s been nearly a year since the S&P 500 index last moved more than 2% in one day – but that streak was broken on Friday and Monday. That has a lot to do with investors closing “carry trades”. The strategy sees them borrow at a cheap rate, before investing in other assets offering higher returns. And with JPMorgan estimating that only around half of such trades, at least within the short-term trading community, have been closed, investors should brace for more ripples. The bigger picture: So long, farewell. Many investors and funds had been taking advantage of near-zero interest rates in Japan, borrowing in yen and investing in global assets with higher returns. But over the last month, the Bank of Japan has raised interest rates, while lackluster US data increased expectations of several stateside rate cuts. So with the gap between the two currencies narrowing, many investors were forced to buy the yen and sell their assets to limit their losses. You might also like: [This is the real reason why market volatility has been so chill](. Copy to share story: [( 🙋 [Ask a question](mailto:questions@finimize.com?body=Ask us a question: Where are you writing from? Let us know and we'll mention it when we reply.&noapp=true&subject=Moving And Shaking&utm_campaign=daily-global-07-08-2024&utm_source=email) 💬 Quote of the day "I hated every minute of training, but I said, 'Don't quit. Suffer now and live the rest of your life as a champion." – Muhammad Ali (an American boxer and activist) [Tweet this]( Take a seat on the Summit’s main stage Thousands of retail investors tuned into our [Modern Investor Summit]( sessions last year. Eager to discover the smartest tools and savviest tricks, they piled into fireside sessions, Q&A panels, and keynote speaker slots with the likes of Jamie Dimon. Now’s your chance to secure a spot at the next one. Our [Summit]( is slated for December this year, and we’re on the lookout for speakers with big ideas and serious know-how. [Take a look at last year’s recording of CFA Institute’s session]( to get a feel for it: the platform detailed sustainable investing techniques, as well as explaining its own climate finance courses. If you’re ready for your turn, [talk to the team to bag your spot before they fill up.]( [Drop Us A Line]( 🔁 Feedback Loops Exacerbated The Sell-Off An old adage is ringing true right now: ["Markets take the stairs up and the elevator down."]( After months of steady climbs, many [global markets suddenly nosedived]( on Monday. One driver behind this violent global downturn is the existence of feedback loops. And even if this downturn completely levels out, [you'll want to know how they work before the next one arrives](. [Get The Scoop]( 🎯 On Our Radar 1. Jesus birds. A look at the jacana and how they seem to [walk on water](. 2. Theory will only get you so far in the real world. Here's how to [master crypto options trading](.* 3. Deep down. Six of the [biggest shipwreck treasures]( ever found. 4. Bitcoin’s big news. You can trade the most popular cryptocurrencies without fronting big prices with [these micro-sized tools](.* 5. A real survivor. How one woman [lived through a plane crash]( and 11 days in the jungle. When you support our sponsors, you support us. Thanks for that. 🌍 Finimize Live 🤩 Grab your tickets... All events in UK time.💰[How To Invest Like A Modern Warren Buffett:]( 5pm, Aug 14th 😎 [Make More Out Of Your Portfolio With US-listed Options:]( 5pm, Aug 15th 🔨 [Five Portfolio Hacks For Busy Investors:]( 5pm, Sept 12th 🚀 [2024 Modern Investor Summit](: 2pm, December 3rd ❤️ Share with a friend Thanks for reading {NAME}. If you liked today's brief, we'd love for you to share it with a friend. You stay classy, {NAME} 😉 We’d love to hear your thoughts. [Give feedback]( Want to advertise with us too? 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