
About this episode
MRKT Matrix - Thursday, February 5th
S&P 500 falls for a second day, Nasdaq sheds more than 1% as chip stocks decline, led by AMD (CNBC)
Software Billionaires Drop $62 Billion in AI-Driven Stock Slump (Bloomberg)
Software Short Sellers Mint $24 Billion Profit as Stocks Tumble (Bloomberg)
Nvidia CEO: Software Selloff ‘Most Illogical Thing in the World’ (Bloomberg)
AMD Shares Tumble. Here’s Why Earnings Disappointed Investors. (WSJ)
AMD’s Lisa Su says demand for advanced chips is still accelerating, as stock plummets 16% (CNBC)
Banks seek out new buyers for Oracle data centre loans (FT)
Bitcoin-Led Crypto Rout Erases Nearly $500 Billion in a Week (Bloomberg)
Eli Lilly’s GLP-1 growth is only getting started as Novo Nordisk braces for a decline in 2026 (CNBC)
Job Growth Probably Cooled Last Month, ADP Data Suggests (WSJ)
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