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Saxo Bank chief investment strategist Charu Chanana said in a note that uncertainty over NVIDIA’s leadership could accelerate shifts to alternative suppliers. AMD, Broadcom, Alphabet and Samsung Electronics may benefit, though meaningful market-share

2026-11-12

Saxo Bank chief investment strategist Charu Chanana said in a note that uncertainty over NVIDIA’s leadership could accelerate shifts to alternative suppliers. AMD, Broadcom, Alphabet and Samsung Electronics may benefit, though meaningful market-share gains will take time. A larger risk is disruption to the broader AI ecosystem: higher debt financing, pressure on hyperscalers’ free cash flow and regulatory uncertainty are already testing the sustainability of AI spending. Chanana described this as a test for AI trades rather than their end and said investors should separate firms benefiting from ongoing infrastructure spend from those that can generate sustainable returns from AI adoption.

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2026-11-12

Germany's DAX hit a fresh high for the first time since late August, rising 0.9%.

Germany's DAX hit a fresh high for the first time since late August, rising 0.9%.
2026-11-11

Russia's chief negotiator, Medinsky, said: "A band-aid won't solve the problem. Security architecture is the core issue of the Abu Dhabi talks."

Russia's chief negotiator, Medinsky, said: "A band-aid won't solve the problem. Security architecture is the core issue of the Abu Dhabi talks."
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