MRKT Matrix

Meta & Microsoft Rekindle The AI Trade

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MRKT Matrix - Thursday, May 1st

  • Stocks rise to kick off May as Microsoft, Meta rekindle AI trade (CNBC)
  • Forget GDP. It’s the Jobs Report That Matters. (WSJ)
  • Markets Set for Shock From Disappearing Chinese Goods (Bloomberg)
  • Wells Fargo says S&P 500 could retest the lows (CNBC)
  • Summers Says Wrong to Say Markets Tell Fed It Should Cut (Bloomberg)
  • Meta Jumps on Resilient Ad Sales, Plans to Navigate Tariffs (Bloomberg)
  • Microsoft Shares Surge on Strong Quarterly Cloud Growth (Bloomberg)
  • GM Slashes Guidance With Up to $5 Billion Hit From Tariffs (Bloomberg)
  • McDonald’s Sales Miss Highlights Rising Consumer Anxiety (Bloomberg)
  • Nvidia says Anthropic is telling ‘tall tales’ in its defense of U.S. AI chip restrictions on China (CNBC)
  • Tesla Board Opened Search for a CEO to Succeed Elon Musk (WSJ)

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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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