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)
Summers Says Wrong to Say Markets Tell Fed It Should Cut (Bloombe ... Show More
Jul 2025
Wall Street Roundup: AI trade, market melt up
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
11m 6s
Oct 2025
AI trade surges, Fed split, United lifts outlook
US stocks open higher as the AI trade reignites on record results from Taiwan Semiconductor (TSM), which posted record quarterly profit and raised its 2025 outlook for the second time this year. The chipmaker expects mid-30% revenue growth next year and plans to expand production ... Show More
21m 6s
Sep 2025
Wall Street Roundup: Micron, Alibaba, Nvidia, AI theme maturing
Nvidia's new deal, AI theme maturing and separate from broader market (0:15). Micron earnings, Alibaba's aggressive spending (2:45). Klarna, Affirm, and PayPal (6:00). Starbucks closures (9:45). Jobs data and elevated inflation (13:30).Show Notes:Nvidia plans to invest up to $100 ... Show More
14m 57s
Sep 2025
AI’s Next Big Test.. And China Tech Climbs 9/8/25
<p>The AI trade gets a boost, even as data suggests companies are slowing down adoption. What the pullback could mean for semi stocks, and the broader tech space. Plus China stocks jumping to start the week, despite disappointing export data for the country. The names leading the ... Show More
44m 10s