Is This The Bottom For AI Software Stocks?

SUBSCRIBE to our newsletter: http://riskreversal.substack.com/ Dan Nathan & Carter Worth break down the top market headlines and bring you stock market trade ideas for Tuesday, March 3rd. -- Learn more about FactSet: https://www.factset.com/lp/mrkt-callFollow us on Twitter @MRKTC ...  Show more

SUBSCRIBE to our newsletter: http://riskreversal.substack.com/ Dan Nathan & Guy Adami break down the top market headlines and bring you stock market trade ideas for Monday, March 2nd -- Learn more about FactSet: https://www.factset.com/lp/mrkt-callFollow us on Twitter @MRKTCallFo ...  Show more

Chinese AI lab DeepSeek rattles Silicon Valley. (00:26) Meta offering creators deals to promote Instagram on other apps: report. (01:52) Diversified Energy (DEC) nears $1.3B deal for Permian Basin natural gas player - WSJ. (03:02) Episode transcripts seekingalpha.com/wsb. Show li ...  Show more

MRKT Matrix - Thursday, May 1st Stocks rise to kick off May as Microsoft, Meta rekindle AI trade (CNBC) Forget GDP. It’s the Jobs Report That Matters. (WSJ) Markets Set for Shock From Disappearing Chinese Goods (Bloomberg) Wells Fargo says S&P 500 could retest the lows (CNBC) Sum ...  Show more

Global stocks rebounded yesterday following the worst week for the S&P 500 since March 2023, as investors await US inflation data for clues on the size of the US Federal Reserve’s coming interest-rate cut. Meanwhile, weakness in Chinese equities is intensifying as a benchm ...

On Monday, the stock market tanked, seemingly in reaction to the emergence of DeepSeek, an open source AI model developed in China. Nvidia, the semiconductor giant that has been the largest winner of the AI boom, erased $589 billion in market cap, for the biggest one-day wipeout ...  Show more