MRKT Matrix - Wednesday, September 24th
Stocks dip for a second day as investors continue selling AI plays Nvidia and Oracle (CNBC)
New home sales soar 20% in August to a three-year high (CNBC)
In OpenAI Megadeal, Nvidia Discusses a New Business Model: Chip Leasing (The Information)
Intel Is Seeking an Investment From Apple as Part of Its Come ... Show More
Yesterday
Stocks & Gold Tick Higher As Shutdown Continues
MRKT Matrix - Wednesday, October 8th S&P 500, Nasdaq rise to fresh records as Wall Street looks past U.S. government shutdown (CNBC) Divided Fed officials saw another two interest rate cuts by the end of 2025, minutes show (CNBC) Bond Traders See Data Whirlwind Shattering Shutdow ... Show More
7m 18s
Oct 7
S&P 500 Snaps 7-Day Win Streak
MRKT Matrix - Tuesday, October 7th S&P 500 heads for first decline in 8 days on Oracle slide, shutdown angst (CNBC) Anxious Investors Push Gold Above $4,000 an Ounce for the First Time (NY Times) Dalio Echoes Griffin in Seeing Gold as Safer Than the US Dollar (Bloomberg) Gold pri ... Show More
6m 30s
Nov 2023
Big Tech roundup: Tesla, Nvidia, Apple and more
Four months ago, the FT’s Rob Armstrong and Elaine Moore placed their bets on two portfolios of three stocks each picked from the “Magnificent Seven” tech stocks that have been dominating markets this year. Today on the show, we check in on their portfolios, and try to think abou ... Show More
19m 42s
Sep 19
As painfully contrarian as ever here on triple witching day.
Today we run down another solid session for the US market, with enthusiasm in abundance on the Nvidia investment in Intel, a development we discuss with Saxo Equity Strategist Ruben Dalfovo, together with the surge in ASML and Crowdstrike yesterday. Also, a preview of some names ... Show More
25m 40s
Apr 2021
Stocks Fall Despite Amazon's Blowout Quarter, The Bulls Winning In April, Twitter Tumbles, and Apple vs. the EU
On the final trading day of what has been a strong April for stocks, Carl Quintanilla and Jim Cramer led off the show with a look at blowout quarterly results from Amazon which sent the stock higher. They explored Amazon's dominance over retail and the strength in its Amazon Web ... Show More
43m 49s