Market Chatter: Nasdaq-Bound Carro Mulls Dual SGX IPO

Apple's hardware chief pointed out that after enterprises purchase devices outright, there is no need to pay by token, and the cost-effectiveness of local computing power might be superior to long-term rental of cloud GPUs. Goldman Sachs believes that if more inference tasks shift to end devices, Nvidia's share in incremental AI activity may fall short of market expectations. Currently, Nvidia's implied volatility is at its lowest since before the pandemic, and option pricing has almost no risk premium allocated for this narrative change. Therefore, Goldman Sachs recommends buying Nvidia put options and going long on Apple.

Canadian Prime Minister Carney stated that while it remains possible to reach a trade agreement with the United States, Canada will not trade its sovereignty for any deal, particularly insisting on its right to independently sign trade agreements. Meanwhile, Carney is actively promoting deeper cooperation between Canada and the European Union, covering critical minerals, energy, scientific research, and student exchanges, aiming to reduce dependence on the US and defend national sovereignty. He emphasized that in an era when connectivity can be weaponized, diversified cooperation is a necessary choice for safeguarding sovereignty.