A Focus on: NVIDIA Q1 2025 Earnings, Market Concentration and the shift towards Europe

In this weeks Seaspray Private financial insights we focus our attention on NVIDIA who published its quarterly earnings on Wednesday evening. We also highlight the broader “Magnificent Seven”, including Meta and Microsoft, who have significantly influenced the US stock market, with their combined market cap growing to $18.03 trillion by end-2024, up 910% over a decade, underscoring market concentration trends across global financial markets. Finally, we take a look at the shift in sentiment from the US equity market towards the EU equity market.