Nvidia suffers biggest stock drop in history

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The So What from BCG

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This podcast from Boston Consulting Group looks around the corner of today’s big business and social issues. The goal–the so what–is to make sense of today and prepare busy leaders and executives for the day after tomorrow. Award-winning British journalist Georgie Frost interviews the leading thinkers and doers at BCG on the trends, developments, and ideas that will shape and disrupt the future. This is not your typical business strategy podcast.

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Nvidia’s market cap takes a $600bn battering – the biggest one-day Wall Street wipe-out in history. The emergence of DeepSeek sees $1tn knocked off big tech stocks amid a market panic reverberating in Japan and in European AI-related shares. In Germany, Siemens attempts to stem losses from the sell-off with preliminary Q1 revenue narrowly beats forecasts at €9bn. German cloud-computing giant SAP boosts guidance on the back of a strong AI-driven Q4 order pipeline. And President Trump touts Microsoft as a potential company to acquire social media platform TikTok.

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