MRKT Matrix

The Nvidia Rally Fizzles, Taking The Market Down With It

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MRKT Matrix - Thursday, November 20th

  • Nvidia earnings takeaways: Bubble talk, ‘half a trillion’ forecast and China orders (CNBC)
  • Ray Dalio says we are definitely in a bubble, but that doesn’t mean you should sell yet (CNBC)
  • Why Fears of a Trillion-Dollar AI Bubble Are Growing (Bloomberg)
  • A Hedge Against AI Crash Emerges as Oracle CDS Market Explodes (Bloomberg)
  • As holidays approach, value players Walmart and T.J. Maxx are drawing the cash-strapped and t
  • American Shoppers Are Looking for Deals and Walmart Is Cashing In (WSJ)
  • S&P 500 Reporting Highest Net Profit Margin in Over 15 Years (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


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