
About this episode
MRKT Matrix - Thursday, February 26th
S&P 500 falls as Nvidia rolls over following earnings (CNBC)
Why Nvidia’s Huge Numbers Don’t Settle the Latest AI Fears (WSJ)
Wall Street turns to complex trades to dodge AI ‘implosions’ (FT)
Smartphone Market Set to Shrink 13% Due to Memory Chip Crisis, IDC Says (Bloomberg)
Amazon’s $50 Billion Investment in OpenAI Could Hinge on IPO, AGI (The Information)
Trump said beef, egg and chicken prices are falling. Here’s what the data shows (CNBC)
How the K-Shaped Economy Plays Out in Grocery Aisles (WSJ)
30-Year Mortgage Rate Falls Below 6% For First Time Since 2022 (Bloomberg)
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