Morgan Stanley bullish on NVIDIA

MRKT Matrix - Monday, March 2nd

• S&P 500 teeters, cutting earlier losses as traders buy the dip after U.S.-Iran attacks (CNBC)
• Jamie Dimon expects cyber, terror attacks in retaliation for Iran strikes (CNBC)
• Jamie Dimon Says Iran Conflict Won’t Be Major Inflationary Hit (WSJ)
• Hedge funds rethink emerging market bets after US-Israel strikes on Iran (FT)
• Geopolitics Bets Hit a Record on Polymarket as Iran War Escalates (Bloomberg)
• Mortgage rates jump sharply higher after Iran strikes, reversing last week’s decline (CNBC)
• Apple Debuts iPhone 17e and M4 iPad Air, Starting Product Wave (Bloomberg)
• NVIDIA Announces Strategic Partnership With Lumentum to Develop State-of-the-Art Optics Technology (Nvidia)
• Nvidia’s stock is stuck. Morgan Stanley says it’s time to buy again (CNBC)
• Anthropic’s Claude Goes Down Amid ‘Unprecedented Demand’ (Bloomberg)
• Musk’s X, xAI to Pay Back $17.5 Billion Debt as SpaceX IPO Nears (Bloomberg)

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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