About this episode
MRKT Matrix - Tuesday, May 26th
S&P 500, Nasdaq catapulted to new highs by Micron and tech as traders monitor shaky Iran negotiations (CNBC)
Treasury Curve Flashes Higher-for-Longer Warning Under Warsh (Bloomberg)
Bond markets' worldwide warning (Axios)
Corporate Bonds Are a Great Deal if You Don’t Look Too Closely (WSJ)
Venture Capitalist John Doerr Says AI Is the Biggest Tech ‘Tsunami’ Ever (WSJ)
Strong corporate earnings may not be what they appear (Axios)
Uber president says AI spending is getting ‘harder to justify’ (The Verge)
Hedge funds are AImaxxing (FT)
Qualcomm Strikes AI Chip Deal With TikTok Owner ByteDance (Bloomberg)
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