Episode Details

Bubble, Bubble, AI Trouble?

Published 4 months, 2 weeks ago

MRKT Matrix - Friday, October 31st

Amazon’s stock soars 12% on third-quarter beat, increased spending guidance (CNBC)

Tech’s $380 billion splurge: This quarter’s winners and losers of the AI spending boom (CNBC)
Big Tech Is Spending More Than Ever on AI and It’s Still Not Enough (WSJ)
Credit market hit with $200bn ‘flood’ of AI-related issuance (FT)
S&P 500 Reporting Net Profit Margin Above 5-Year Average for 6th Straight Quarter (FactSet)
Should You Just Buy Stocks Until You Die? (WSJ)
‘Sometimes We See Bubbles,’ Michael Burry Warns Retail Traders (Bloomberg)