MRKT Matrix - Tuesday, November 25th
Dow rallies nearly 700 points on increased hope for a December rate cut (CNBC)
Consumer confidence hits lowest point since April as job worries grow (CNBC)
Market Volatility Underscores Epic Buildup of Global Risk (NYTimes)
Nvidia says its GPUs are a ‘generation ahead’ of Google’s AI chips (CNBC)
Googl ... Show More
Yesterday
Stocks Rise into Thanksgiving Holiday
MRKT Matrix - Wednesday, November 26th
Stocks rise ahead of Thanksgiving holiday, building on strong gains for the week (CNBC)
US Jobless Claims Decline to Lowest Level Since Mid-April (Bloomberg)
CFRA longtime strategist Sam Stovall sees S&P 500 hitting 7,400 next ... Show More
6m 35s
Nov 24
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 2023
Feels Like a Markets’ Summer Breeze with Helima Croft and Art delaCruz
On this episode of On The Tape, Guy, Dan, and Danny chat about their key takeaways from earnings season (2:00), the post-Fed rally (9:40), when the Fed could start cutting interest rates (11:45), housing (16:45), the IPO market (18:30), the government shutdown looming again (21:3 ... Show More
1h 33m
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
Nov 2023
Big Tech roundup: Tesla, Nvidia, Apple and more
<p>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 a ... Show More
19m 42s