MRKT Call

RiskReversal
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May 21, 2024 • 6min

Nvidia Earnings Preview, Rate Cut Expectations & A Secret "Kill Switch" for Chip Makers

MRKT Matrix - May 21st, 2024 Market Wrap (FactSet Data & CNBC) Nvidia earnings could spark $200 billion swing in shares, options show (Reuters) Fed Governor Waller wants ‘several months’ of good inflation data before lowering rates (CNBC), Federal Reserve Bank of Atlanta President Raphael Bostic Comments (Bloomberg) Biden to release 1 million barrels of gasoline to reduce prices at the pump ahead of July 4 (CNBC) ASML and TSMC Can Disable Chip Machines If China Invades Taiwan (Bloomberg) The Unlikely Stocks That Became a Hot Bet on AI (WSJ) Ether jumps 20% on renewed optimism for an ETF, bitcoin also rallies (CNBC) ---Subscribe to our newsletter: https://riskreversalmedia.beehiiv.com/subscribeMRKT Matrix by RiskReversal Media is a daily AI powered podcast bringing you the top stories moving financial markets Learn more about your ad choices. Visit megaphone.fm/adchoices
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May 20, 2024 • 9min

Nasdaq New High, Wall Street Bear Turns Bullish, Target Slashes Prices, DC vs. Silicon Valley & Jamie Dimon Signals Retirement

MRKT Matrix - May 20th, 2024 Market Recap (FactSet Data & CNBC) Morgan Stanley stock strategist Mike Wilson raises S&P 500 forecast to 5,400 after bearish call on 2024 fails to pan out (CNBC) S&P Profit Recovery Revs Up on Big Tech and Strong Consumer (Bloomberg) Target lowering prices on 5,000 items in bid to lure more shoppers (CNBC) Higher Debt and Delinquencies Are Challenging the Economy (SoFi) The Coming War Between DC and Silicon Valley (Politico) Apple Needs to Evolve to Compete in the Artificial Intelligence Era (Bloomberg) JPMorgan CEO Jamie Dimon signals retirement is closer than ever (CNBC) ---Subscribe to our newsletter: https://riskreversalmedia.beehiiv.com/subscribeMRKT Matrix by RiskReversal Media is a daily AI powered podcast bringing you the top stories moving financial markets Learn more about your ad choices. Visit megaphone.fm/adchoices

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