In episode 46, Michelle examines Nvidia's latest earnings report, focusing on the geopolitical factors affecting the company and its strategies for adaptation. The episode then shifts to Alibaba's strategic investments in AI and cloud computing, assessing their potential to shape the company's future. Michelle also discusses Prosus's acquisition of Just Eat Takeaway.com, exploring the implications for the food delivery market. The outlook for Europe's luxury sector is analyzed in the context of current global challenges. Michelle concludes the episode with closing remarks, offering listeners insights into these key financial developments.

(0:00) Nvidia's earnings, geopolitical impact, and adaptation strategies

(1:17) Alibaba's investment in AI and cloud computing

(2:47) Prosus acquires Just Eat Takeaway.com

(4:19) Europe's luxury sector outlook amidst global challenges

(5:56) Closing remarks