Dow Rises as Oracle Ignites Rotation Out of AI
Update: 2025-12-11
Description
MRKT Matrix - Thursday, December 11th
- Dow jumps to record as Oracle sparks rush out of AI trade into broader market (CNBC)
- The case for more Fed rate cuts could rest on a ‘systemic overcount’ of jobs numbers (CNBC)
- Rebalanced Gold Trade Pushes U.S. Trade Deficit to Five-Year Low (WSJ)
- Disney to Invest $1 Billion in OpenAI and License Characters for Use in ChatGPT, Sora (WSJ)
- Oracle Is Having Its Own ‘Code Red’ AI Moment (Bloomberg)
- Rivian Tumbles After Unveiling AI Chip for Self-Driving Goals (Bloomberg)
- Musk says SpaceX report of 2026 IPO is ‘accurate’ (CNBC)
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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
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