Episode Details
Back to Episodes
Larry Fink Sees a Capital Shortage. CoreWeave and Oracle Feel It First | October 15, 2026
Published 1 week, 3 days ago
Description
Ben and Tom break down Larry Fink's capital-shortage warning, Anthropic's Q3 revenue, and the selloff in CoreWeave and Oracle, plus hot PPI and retail sales data and TSMC's strong outlook.
Join our live YouTube stream Monday through Friday at 8:30 AM EST:
http://www.youtube.com/@TheMorningMarketBriefing
Please see disclosures:
https://www.narwhal.com/disclosures
Join our live YouTube stream Monday through Friday at 8:30 AM EST:
http://www.youtube.com/@TheMorningMarketBriefing
Please see disclosures:
https://www.narwhal.com/disclosures