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Dow Rises as Oracle Ignites Rotation Out of AI

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Manage episode 523792094 series 3271642
Content provided by RiskReversal Media. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by RiskReversal Media or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

MRKT Matrix - Thursday, December 11th

  • Dow jumps to record as Oracle sparks rush out of AI trade into broader market (CNBC)
  • The case for more Fed rate cuts could rest on a ‘systemic overcount’ of jobs numbers (CNBC)
  • Rebalanced Gold Trade Pushes U.S. Trade Deficit to Five-Year Low (WSJ)
  • Disney to Invest $1 Billion in OpenAI and License Characters for Use in ChatGPT, Sora (WSJ)
  • Oracle Is Having Its Own ‘Code Red’ AI Moment (Bloomberg)
  • Rivian Tumbles After Unveiling AI Chip for Self-Driving Goals (Bloomberg)
  • Musk says SpaceX report of 2026 IPO is ‘accurate’ (CNBC)

---

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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

  continue reading

840 episodes

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Manage episode 523792094 series 3271642
Content provided by RiskReversal Media. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by RiskReversal Media or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

MRKT Matrix - Thursday, December 11th

  • Dow jumps to record as Oracle sparks rush out of AI trade into broader market (CNBC)
  • The case for more Fed rate cuts could rest on a ‘systemic overcount’ of jobs numbers (CNBC)
  • Rebalanced Gold Trade Pushes U.S. Trade Deficit to Five-Year Low (WSJ)
  • Disney to Invest $1 Billion in OpenAI and License Characters for Use in ChatGPT, Sora (WSJ)
  • Oracle Is Having Its Own ‘Code Red’ AI Moment (Bloomberg)
  • Rivian Tumbles After Unveiling AI Chip for Self-Driving Goals (Bloomberg)
  • Musk says SpaceX report of 2026 IPO is ‘accurate’ (CNBC)

---

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

  continue reading

840 episodes

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