MRKT Matrix - Wednesday, October 7th Stock Market Today: Treasury Yields Retreat After Strong Auction, Dow Slips (The Wall Street Journal) France Considers Issuing More Shorter-Term Debt Amid Bond Market Turmoil (The Wall Street Journal) Fed Minutes Show Hawkish Unity Behind September Rate Hike (Bloomberg) US Corporate Earnings Surge Despite Elevated Long-Term Borrowing Costs (Financial Times) SpaceX Seeks $40 Billion Capital Raise for Nvidia Chip Purchases (Reuters) Where Nvidia's $100 Billion Dealmaking Juggernaut Will Go Next (The Information) Global Tech Venture Ecosystem Reshaped by Semiconductor Infrastructure Deals (Financial Times) House Committee Warns Online Brokerage Webull Poses National Security Risk Over China Links (CNBC) Crypto Markets Trade in Narrow Range as Coinbase Tracks Broader Volatility (Barron's) --- Subscribe to our newsletter: http://riskreversal.substack.com/ 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, October 6th Strait of Hormuz Tensions Squeeze Global Diesel Supplies (The Wall Street Journal) Vitol chief warns of tanker shortage and risk of $200-a-barrel oil (Financial Times) U.S. Dollar Gains Against Yen as Rate Differentials Shift (Barron's) Altman-Backed Volantis Unveils Photonic Chip Architecture (The Register) Enterprise AI Token Spending Soars as Businesses Scale Usage (The Wall Street Journal) Workday Faces Revenue Headwinds Amid Enterprise SaaS Shift (The Information) Tesla to Showcase Cybercab Robotaxi at Paris Auto Show (Bloomberg) --- Subscribe to our newsletter: http://riskreversal.substack.com/ 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, October 5th Nasdaq rises to fresh record high led by tech; traders eye oil and yields (CNBC) The higher-rates, higher-rent doom loop is a big problem for the Fed (Apollo) France debt yields spike on political unrest (Axios) European sovereign yields and market dynamics (Financial Times) NVIDIA Series Part 1 — Jensen's Math (Substack) Broadcom starts amassing $60 billion to fund chips for Anthropic (Bloomberg) Apple and a Hacker's Future (Stratechery) Legal risks pile up for Altman as OpenAI uncovers dozens of hacks (Financial Times) Investors look to shelter portfolios from rising AI concentration risks (Financial Times) --- Subscribe to our newsletter: http://riskreversal.substack.com/ 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 2nd Fed Rate Hike Odds Decline After September Jobs Report (CNBC) G-7 Agrees to Release 100 Million Barrels of Crude and Oil Products (The Wall Street Journal) Broadcom to Lend Anthropic Up to $4.2 Billion to Lease Its Chips, Filing Says (Reuters) Nvidia Faces Questions Over China AI Chip Smuggling Cases (Bloomberg) China's Token Resellers Create Anthropic Gray Market (The Information) The AI Arms Race (The New York Times) --- Subscribe to our newsletter: http://riskreversal.substack.com/ 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 1st Stocks Rise in Choppy First October Session as Treasury Yields Ease From Multidecade Highs (CNBC) Fed’s Jefferson Says Officials May Need More Time for Next Move (Bloomberg) Oil Prices Rise as Refining Bottlenecks and Supply Risks Persist (CNBC) Accenture Earnings Surge as Enterprise AI Demand Drives Massive Growth (Barron's) Google Gemini 4 Arrives as Wall Street Shifts to Personal Agents (CNBC) Anthropic Said to Target Mega-IPO Before Thanksgiving Holiday (Bloomberg) OpenAI Parts Ways With Researchers Who Allegedly Shared Confidential Information (The Wall Street Journal) How SpaceX’s AI Unit Turned Itself Into an AI Cloud Firm (The Information) --- Subscribe to our newsletter: http://riskreversal.substack.com/ 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