MRKT Call

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MRKT Call episodes

January 29, 2025Stocks Dip As Fed Pauses Rate Cuts
MRKT Matrix - Wednesday, January 29th
S&P 500 falls as Fed pauses rate cuts, Nvidia resumes slide (CNBC)
Powell Says Fed Doesn’t Need to Be in a Hurry to Lower Rates (Bloomberg)
Steve Cohen says the stock market may top out over the next few months, if it hasn’t already (CNBC)
BlackRock’s Rick Rieder was a buyer of certain names during tech’s ‘watershed event’ this week (CNBC)
Microsoft Probing If DeepSeek-Linked Group Improperly Obtained OpenAI Data (Bloomberg)
Alibaba Unveils Upgraded AI Model, Claims It Surpasses Rival DeepSeek-V3 (WSJ)
Trump Officials Discuss Tighter Curbs on Nvidia China Sales (Bloomberg)
Apple and SpaceX Link Up to Support Starlink Satellite Network on iPhones (Bloomberg)
Meta Overhauls Reality Labs Business Unit Ahead of Earnings Report (The Information)
Trump’s Plans Are Already Making Your Life More Expensive (NYTimes)
White House to Push Out Federal Workers Through Buyout Offer (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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10 min
January 28, 2025Stocks Rebound After DeepSeek AI Dive
MRKT Matrix - Tuesday, January 28th
U.S. stocks rebound one day after Nvidia-led AI rout (CNBC)
Tom Lee says market sell-off sparked by DeepSeek was an overreaction, as Nvidia suffers its worst day since 2020 (CNBC)
Black Swan’s Taleb Says Nvidia Rout Is Hint of What’s Coming (Bloomberg)
DeepSeek Challenges Everyone’s Assumptions About AI Costs (Bloomberg)
DeepSeek sets stage for frenetic tech earnings season (CNBC)
Trump Renews Universal Tariff Threat to ‘Protect Our Country’ (Bloomberg)
Trump Says Microsoft Eyeing TikTok Bid to Keep App in US (Bloomberg)
Investors Who Shunned the U.S. Office Market Are Coming Back (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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10 min
January 27, 2025DeepSink: China's DeepSeek Slams Stocks
MRKT Matrix - Monday, January 27th
S&P 500 slides, Nasdaq drops 3% in sharp AI stock sell-off spurred by China's DeepSeek (CNBC)
What Is China’s DeepSeek and Why Is It Freaking Out the AI World? (Bloomberg)
Nvidia’s $560 Billion DeepSeek Rout Is Largest in Market History (Bloomberg)
DeepSeek Won’t Sink U.S. AI Titans (WSJ)
Apple, Meta Are Bright Spots in Monday’s Tech Selloff (WSJ)
Perplexity AI revises TikTok merger proposal that could give the U.S. government a 50% stake (CNBC)
These stocks are expected to move the most during this big earnings week (CNBC)
The Extra Reward for Owning Stocks Over Bonds Has Disappeared (WSJ)
Trump to Hold Off on 25% Colombia Tariffs, Reaches Deal on Migrants (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

Learn more about your ad choices. Visit megaphone.fm/adchoices
9 min
January 24, 2025Rally Stalls Ahead of Busy Week for Earnings, Fed
MRKT Matrix - Friday, January 25th
Stocks fall as rally pauses, but S&P 500 heads for weekly gain (CNBC)
Trump Would ‘Rather Not’ Put Tariffs on China, Maintains Threat (Bloomberg)
Wall Street Enters Darker Age With Most Stock Trading Now Hidden (Bloomberg)
Japan Hikes Rates, Solidifying Exit From Rock-Bottom Borrowing Costs (Bloomberg)
The new AI rally is leaving Apple behind, at least for now (CNBC)
Meta to begin testing ads on Threads, its micro-blogging app (CNBC)
Bernstein upgrades Netflix after blowout earnings, sees more than 20% upside ahead (CNBC)
S&P 500 Earnings Season Update: January 24, 2025 (FactSet)
How United and Delta Are Disproving Buffett’s ‘Bottomless Pit’ Theory (WSJ)
Oracle, Apple, Google Diverge on Whether to Keep Serving TikTok (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

Learn more about your ad choices. Visit megaphone.fm/adchoices
12 min
January 23, 2025S&P 500 Closes at New Record High
MRKT Matrix - Thursday, January 23rd
S&P 500 touches record high after Trump pushes for low rates, oil (CNBC)
President Donald Trump says he’ll ‘demand that interest rates drop immediately’ (CNBC)
Stock-Market Bulls Are Staring Down Positioning for Rally Clues (Bloomberg)
Morgan Stanley Wealth Management is worried — and tells clients to get diversified and cut back on U.S. stocks (CNBC)
Markets are feeling a monster vibe shift, says this strategist. Here’s what could happen next (MarketWatch)
Where Economists Think the Trump Economy Is Headed (WSJ)
Oracle Takes Run at Cloud’s Big Three With Trump-Backed AI Pact (Bloomberg)
OpenAI’s Stargate Deal Heralds Shift Away From Microsoft (WSJ)
Investors lose their appetite for the obesity trade (Financial Times)
EA cuts 2025 bookings forecast as prominent soccer title stumbles (Reuters)

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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

Learn more about your ad choices. Visit megaphone.fm/adchoices
9 min
January 22, 2025Project Stargate Opens Portal To New All-Time Highs
MRKT Matrix - Wednesday, January 22nd
S&P 500 rises to fresh record as Trump optimism, strong earnings reignite stock rally (CNBC)
Nasdaq 100’s Historic Bull Run Has Further to Go, Evercore Says (Bloomberg)
JPMorgan’s Dimon Says US Stock Prices Are ‘Kind of Inflated’ (Bloomberg)
Tech Leaders Pledge Up to $500 Billion in AI Investment in U.S. (WSJ)
Musk and Altman Spar Over $100 Billion AI Venture Hyped by Trump (Bloomberg)
Trump Says He’s Open to Elon Musk or Larry Ellison Purchasing TikTok (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

Learn more about your ad choices. Visit megaphone.fm/adchoices
6 min
January 21, 2025Stocks Higher As Trump 2.0 Era Begins
MRKT Matrix - Tuesday, January 21st
Dow rallies 400 points as investors feel Trump’s tone on tariffs is softer than feared (CNBC)
Xi Dodges Early Trump Tariffs, Buying China Time to Influence US (Bloomberg)
Interest rates won’t fall as fast as expected if tariffs stoke inflation, UBS CEO says (CNBC)
JPMorgan ‘War Room’ Examining First Days of Trump Presidency (Bloomberg)
Trump to announce AI infrastructure investment backed by Oracle, OpenAI and Softbank (CNBC)
Jefferies downgrades Apple to rate underperform rating, says revenue may disappoint (CNBC)
Huawei seeks to grab market share in AI chips from Nvidia in China (FT)
Biden’s Chips Team Hands Off $52 Billion Program to a Skeptical Trump (Bloomberg)
Tesla brand value shed $15 billion in 2024 with aging lineup, Musk at helm, researchers found (CNBC)
Trump Halts TikTok Ban, Giving App More Time to Find a Buyer (Bloomberg)
Hamas Is Effectively Back in Control in Gaza (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

Learn more about your ad choices. Visit megaphone.fm/adchoices
11 min
January 17, 2025Stocks Notch First Weekly Gain of the Year
MRKT Matrix - Friday, January 17th
Dow rises more than 300 points, S&P 500 heads for best week since November as rates fall (CNBC)
S&P 500 should reach 6,600 this year on easing inflation backdrop, says UBS (CNBC)
S&P 500 Earnings Season Update: January 17, 2025 (FactSet)
Analysts are increasing their earnings estimates on these names set to report next week (CNBC)
Traders Say Ignore the Daily Trump Noise, Focus on the Long Term (Bloomberg)
Intel Shares Jump on Report It’s an Acquisition Target (Bloomberg)
Cantor Fitzgerald says Microsoft is a buy, cites artificial intelligence opportunities (CNBC)
Ozempic Among the Next Drugs Up for Medicare Price Negotiations (WSJ)
Supreme Court upholds TikTok ban, but Trump might offer lifeline (CNBC)
Israel Security Cabinet Approves Deal For Ceasefire in Gaza (Bloomberg)

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Subscribe to our newsletter: https://riskreversalmedia.beehiiv.com/subscribe

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

Learn more about your ad choices. Visit megaphone.fm/adchoices
9 min
January 16, 2025S&P 500 Snaps Win Streak, Apple Drags Nasdaq Lower
MRKT Matrix - Thursday, January 16th
S&P 500 is little changed, Apple shares lead Nasdaq lower (CNBC)
Morgan Stanley Profit Doubles With Big Stock-Trading Beat (Bloomberg)
Bank of America tops estimates on better-than-expected investment banking, interest income (CNBC)
LA Fires Test Bond Market Used to Shaking Off Disasters (Bloomberg)
Mortgage Rates Top 7% for First Time Since Mid-2024 (WSJ)
Wall Street Thinks U.S. Homes Are Overpriced (WSJ)
EV, hybrid sales reached a record 20% of U.S. vehicle sales in 2024 (CNBC)
Israel Delays Cabinet Vote on Cease-Fire Deal, Blames Hamas for Reneging (WSJ)
TikTok CEO Plans to Attend Trump’s Inauguration (WSJ)

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Subscribe to our newsletter: https://riskreversalmedia.beehiiv.com/subscribe

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

Learn more about your ad choices. Visit megaphone.fm/adchoices
8 min
January 15, 2025Stocks Rally On Inflation Report & Bank Earnings
MRKT Matrix - Wednesday, January 15th
Dow pops 700 points as market rally accelerates into trading close (CNBC)
Inflation Rises Again, Hitting 2.9% in December (WSJ)
BlackRock CEO Calls Record Client Cash ‘Just the Beginning’ (Bloomberg)
Goldman Surpasses Estimates as Stock Traders Score Record Haul (Bloomberg)
JPMorgan Traders Notch Record Fourth Quarter on Election Swings (Bloomberg)
BlackRock CEO Calls Record Client Cash ‘Just the Beginning’ (Bloomberg)
Wells Fargo shares jump after earnings beat, strong 2025 guidance (CNBC)
Citigroup shares rise as fourth-quarter earnings top estimates (CNBC)
TikTok Prepares for Immediate Shut-Off in the U.S. on Sunday (The Information)
Microsoft, Google Roll Out New AI Pricing for Businesses (The Information)
The crazy ride in quantum computing stocks continues as shares rip higher on Microsoft’s ‘quantum-ready’ directive (CNBC)
Historical Lessons: How New Tariffs Could Affect Financial Markets (FactSet)

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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

Learn more about your ad choices. Visit megaphone.fm/adchoices
10 min

About MRKT Call

From the publisher's feed

MRKT Call is a daily video series with CNBC Fast Money’s Guy Adami and Dan Nathan. They’re offering their sound takes on the biggest market-moving headlines of the week, trade ideas, in-depth…