Meta & Microsoft Rekindle The AI Trade

MRKT Matrix - Thursday, September 3rd Dow jumps 600 points, heads for best day in a month as yields fall (CNBC) Nvidia Agrees to Buy AI Platform Hugging Face for $13 Billion (WSJ) Crusoe Signs Roughly $13 Billion AI Cloud Deal With Jane Street (Bloomberg) Liz Looks at: Why Market ...  Show more

MRKT Matrix - Wednesday, September 2nd Stocks rise for first time in four sessions as Treasury yields take breather (CNBC) Nvidia and CrowdStrike Develop New Cybersecurity AI Models (WSJ) Nvidia-Backed Anthropic Inks $35 Billion Deal. Just Don’t Call It ‘Circular Financing’ (Barr ...  Show more

Musk, Tesla, more politics (0:20). Betting on Nvidia and the AI trade (2:55). Markets continue higher despite concerns (5:40). Financial earnings coming next week; sector showing strength (8:40).Show Notes:Nvidia hits $4 trillion market capNetflix Is Still KingMost Fed officials ...  Show more

MRKT Matrix - Monday, January 27th S&P 500 slides, Nasdaq drops 3% in sharp AI stock sell-off spurred by China's DeepSeek (CNBC) What Is China’s DeepSeek and Why Is It Freaking Out the AI World? (Bloomberg) Nvidia’s $560 Billion DeepSeek Rout Is Largest in Market History (Bloombe ...  Show more

Equity markets continued their multi-day rally yesterday with the S&P 500 nearing its ‘Liberation Day’ level after the fastest 8-session gain since November 2020. The rally was driven by upbeat earnings from Microsoft and Meta. This optimism has continued overnight after China sa ...  Show more

Stock index futures in green as traders brace for big jobs report. (00:28) DoJ sues Southern California Edison for sparking two wildfires. (01:47) OpenAI to launch its first AI chip with Broadcom: report. (02:47)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock m ...  Show more