MRKT Matrix

MRKT Matrix - Wednesday, November 4th

Democrats Take Congress in Stunning Rebuke of Trump (The Wall Street Journal)

Deep Dive: Big Tech Soars as Traders Bet Democrats Will Slow AI Spend (Bloomberg)

Deep Dive: Data Center Ballot Measures Passed in Midterms (CNBC)

Deep Dive: Blue Wave Engulfs Data Center Industry (The Information)

Deep Dive: CoreWeave Bonds Hit New Lows as Texas Data Centers in Crosshairs (Bloomberg)

Deep Dive: Nvidia Stock Price and Data Center Re-Rating (Barron's)

Wall Street Girding for U.S. Debt Ceiling Showdown in 2027 (Bloomberg)

SpaceX, Qualcomm, and Starlink Mobile Threaten Telecom Moats (Barron's)

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MRKT Matrix by RiskReversal Media is a daily AI powered podcast bringing you the top stories moving financial markets

Story curation by RiskReversal, scripts by Perplexity Pro, voice by ElevenLabs

MRKT Matrix - Tuesday, November 3rd

AI Stocks Attempt Another Bounce (Barron's)

Five Things We're Watching on Election Day (The Wall Street Journal)

Nvidia Orders Data Centre Clients to Reduce China Exposure (Financial Times)

How Nvidia Uses Soft Power to Influence Customers (The Information)

Why OpenAI Fears Jensen Huang (The Information)

A Chill Wind in the AI Credit Market (Financial Times)

Apple Says iPhone Constraints Remain Hard to Predict (TechCrunch)

Cybersecurity Firms Prepare to Fight AI With AI After Black October (The Daily Upside)

You've Never Seen This Before: Unprecedented S&P 500 Market Divergence (Seeking Alpha)

The Next Big Subscription Service Could Be Sunlight (Fast Company)

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MRKT Matrix by RiskReversal Media is a daily AI powered podcast bringing you the top stories moving financial markets

Story curation by RiskReversal, scripts by Perplexity Pro, voice by ElevenLabs

MRKT Matrix - Monday, November 2nd

America's Gulf Allies Prepare for Iran Strikes and Blowback (The Wall Street Journal)

OpenAI Raises Less Than Half of $30 Billion Target (The Wall Street Journal)

Anthropic Expected to Receive High Junk Credit Rating Post-IPO (Financial Times)

Anthropic Revenue Hits Nearly $17 Billion Before Blockbuster IPO (Bloomberg)

Anthropic's AI Operating Losses Exposed in S-1 Filing (Barron's)

Inside Elon Musk's Plan to Upend the Wireless Phone Industry (The Washington Post)

Meta Built Humanoid Prototype With Chinese Startup To Ramp Up Robotics Push (The Information)

How High Would the Fed Funds Rate Need to Rise to Bring Inflation Back to 2%? (Apollo Global Management)

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MRKT Matrix by RiskReversal Media is a daily AI powered podcast bringing you the top stories moving financial markets

Story curation by RiskReversal, scripts by Perplexity Pro, voice by ElevenLabs

MRKT Matrix - Friday, October 30th

Nasdaq 100 Slumps 10% From Peak into Correction (Bloomberg)

Midday Movers as Tech and Crypto Plunge (CNBC)

Amazon Stock and Tech Earnings Squeezed by AI Spend (Barron's)

Stock Market Today as Tech and Crypto Rout Deepens (Yahoo Finance)

Amazon Discloses $80 Billion Supplier Financing Facility (The Information)

Ukraine Hits Russian Oil Refinery Defying Warnings (The Wall Street Journal)

Chevron and Exxon Deliver Q3 Earnings Beats (CNBC)

Anthropic May Not Secure Investment-Grade Rating Post-IPO (Financial Times)

Binance Scrambles to Cover Losses in $6.3 Billion Heist (The Wall Street Journal)

Housing and Food Costs Account for Half of American Spending (Bloomberg)

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MRKT Matrix by RiskReversal Media is a daily AI powered podcast bringing you the top stories moving financial markets

Story curation by RiskReversal, scripts by Perplexity Pro, voice by ElevenLabs

MRKT Matrix - Thursday, October 29th

PCE Inflation Accelerated Last Month (The Wall Street Journal)

U.S. Third-Quarter GDP Print Shows Steady Growth (Barron's)

Google Cloud Closes on Azure as Microsoft Wins the Day (The Information)

The Beleaguered Chip Sellers Getting Their Revenge on Apple (The Wall Street Journal)

Deep Dive: Apple Cuts iPhone Pro Orders on Soft Demand (Reuters)

U.S. Investigated Chinese Spy Plot Aimed at Nvidia CEO (TechCrunch)

China's Green Exports Enough to Offset Brazil's Emissions (Bloomberg)

Robinhood Sees Retail Habits Shift as Trading Cools (Yahoo Finance)

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MRKT Matrix by RiskReversal Media is a daily AI powered podcast bringing you the top stories moving financial markets

Story curation by RiskReversal, scripts by Perplexity Pro, voice by ElevenLabs