
About this episode
MRKT Matrix - Tuesday, February 17th
S&P 500 rises to start shortened week, led by banks; software shares slide (CNBC)
The Macroeconomic Spillovers From AI Electricity Demand (Goldman Sachs)
AI’s electricity demand is fuelling inflation, crimping consumer spending and slowing economic growth (FT)
Apple Ramps Up Work on Glasses, Pendant, and Camera AirPods for AI Era (Bloomberg)
Exclusive: Pentagon threatens Anthropic punishment (Axios)
Anthropic Says New AI Model Is Better at Using Computers (Bloomberg)
Ford to follow Tesla Cybertruck with electrical tech in new EV pickup (CNBC)
Warner Bros throws ownership battle open by giving Paramount a week to up its offer (FT)
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