Dan Nathan, Guy Adami and Liz Young break down the top market headlines and bring you stock market trade ideas for Thursday, December 7th.
On today's pod ⤵️
Google & AMD Aim for AI Crown
LULU & AVGO Earnings Preview
Liz Looks at the Labor Market
Timecodes
0:00 - Financial Conditions
13:40 - AI Updates
20:45 - S&P 500 & Yields
25:20 - Labor Market
32:00 ... Show More
Yesterday
Google Leads A Resurgent S&P 500
MRKT Matrix - Monday, November 24th
S&P 500 rallies, led by Alphabet, as AI trade revives (CNBC)
How the U.S. Economy Became Hooked on AI Spending (WSJ)
Big Tech’s AI Debt Wave Threatening to Swamp Credit Markets (Bloomberg)
Amazon to Spend $50 Billion to Expand A ... Show More
7m 56s
Nov 20
The Nvidia Rally Fizzles, Taking The Market Down With It
MRKT Matrix - Thursday, November 20th
Nvidia earnings takeaways: Bubble talk, ‘half a trillion’ forecast and China orders (CNBC)
Ray Dalio says we are definitely in a bubble, but that doesn’t mean you should sell yet (CNBC)
Why Fears of a Trillion-Dollar AI Bubble Are ... Show More
6m 40s
Jan 2024
New Year, New Rally? | MRKT Call
Guy Adami and Dan Nathan break down the top market headlines and bring you stock market trade ideas for Tuesday, January 2nd.
Timecodes
0:00 - 2024 S&P Projections
7:00 - SPX & NDX Futures
14:40 - Nvidia & SMH
17:00 - Apple Downgraded
20:30 - Tesla
23:30 - Yields, TLT
27:15 - Ch ... Show More
39m 18s
Jun 2023
MRKT Call: Summer Stock Market Vibes
Dan Nathan, Guy Adami and Liz Young break down the top market headlines and bring you stock market trade ideas for Thursday, June 29th.
MRKT Call is brought to you by our presenting sponsors CME Group, FactSet & SoFi
Watch MRKT Call LIVE at 1pm M-TH on YouTube
Sign up for our em ... Show More
43m 30s
Oct 2023
Vibe Check on the Markets
On this episode of On The Tape, Guy Adami and Liz Young discuss a shift in the tone of the market (2:00), gold (4:00), oil (7:00), unemployment (8:30), a bad vibes warning (13:30), inflation data (17:30), Apple iPhone sales slowing in China (21:30), why Guy thinks people aren’t p ... Show More
35m 30s
Nov 2023
A December to Remember with Liz Young of SoFi
On this episode of On The Tape, Dan Nathan and Liz Young discuss huge moves in stocks and yields in the past week (2:00), Powell’s shift on growth (9:00), reading through the retail earnings transcripts (12:00), and a check on the S&P 500 technicals (20:00). After the break, Guy ... Show More
46m 22s
Jun 2023
I Feel The Market Move Under My Feet with Gabriela Santos of J.P. Morgan
The debt ceiling issue has been resolved, Dan Nathan, Danny Moses and Guy Adami break down the market's reaction (2:00). The Nvidia mania continues to lift stocks, shades of the dot-com era (10:00). Retail stocks are starting to feel some weakness (24:00). Gabriela Santos, Managi ... Show More
1h 6m
Jul 2023
Man On The Moon and a Conversation with Mike Wilson
Mike Wilson of Morgan Stanley joins Guy, Dan, and Danny to discuss being bearish in a bull market (3:00), what would change Mike’s thesis (11:00), S&P earnings expectations (14:30), second-half trends (16:00), the bond market (25:30), whether the hopium can continue in the market ... Show More
52m 45s