MRKT Matrix - Monday, July 28th
S&P 500 gives up gain and turns lower despite EU trade deal as traders brace for busy week (CNBC)
S&P 500 Reporting Net Profit Margin Above 12% for the 5th Straight Quarter (FactSet)
US and China Are Expected to Extend Trade Truce by 90 Days, SCMP Says (Bloomberg)
Donald Trump freezes export controls to secure trade deal with China (Financial Times)
EU faces backlash from France and Germany over US trade deal (Financial Times)
Tariff revenue is spiking. But who exactly is paying? (Axios)
Trump and Bessent Bring New Style to Managing America’s Debt (WSJ)
Five Signs of a Market Bubble Investors Are Tracking (WSJ)
The New Chips Designed to Solve AI’s Energy Problem (WSJ)
Huawei shows off AI computing system to rival Nvidia’s top product (Reuters)
China’s latest AI model claims to be even cheaper to use than DeepSeek (CNBC)
Silicon Valley’s $4 Billion Gamble on Defense Manufacturing (Bloomberg)
Anthropic Said to Discuss $150 Billion Valuation (The Information)
Ramp in Talks to Raise at $21 Billion Valuation, Up 30% From June Financing (The Information)
AI referrals to top websites were up 357% year-over-year in June, reaching 1.13B (TechCrunch)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