MM139: Goldman doubles down and Trump wins bi...

Is the AI boom starting to crack, or is Wall Street overreacting?After a historic Nasdaq 100 sell-off wiped $2.3 trillion from the market, Nvidia finds itself at the centre of a growing crisis surrounding CEO Jensen Huang. But while Nvidia shares tumble, the broader stock market ...  Show more

Is the AI boom just getting started, or are we witnessing the build-up to another major market bubble?With markets experiencing renewed volatility, Piers and Stephen go head-to-head to debate the future of artificial intelligence and the global economy. Piers makes the bull case, ...  Show more

Donald Trump’s 2024 election victory gave investors a swift and decisive read on America’s next president. We sort through the reaction and everything else going on in the market this week.   (00:20) Asit Sharma and Dylan Lewis discuss: - The reactions to Donald’s Trump’s 2024 P ...  Show more

The markets reacted forcefully to Donald Trump's victory in the US presidential election, with US stocks, bond yields, and the dollar rising sharply in response. Goldman Sachs Research’s Christian Mueller-Glissmann, head of asset allocation research, and Brian Garrett, head of Eq ...  Show more

Biggest theme this week: increasing tension between Trump and Powell (0:25). Interesting treasury markets (4:20). Airlines earnings, sector signs (5:10). Netflix reporting; valuation concerns (7:12). Stocks continuing overall melt up (8:00).Show links: Wall Steet moves higher aft ...  Show more