
About this episode
MRKT Matrix - Wednesday, February 25th
Stocks rise, adding to Tuesday’s comeback as Nvidia and Oracle shares gain (CNBC)
The Market’s AI Obsession Is Starting to Bring Out the Bears (WSJ)
Private Credit Fears Deepen With UBS Warning of 15% Defaults (Bloomberg)
Private Equity Was Headed for a Correction, Even Without AI Gloom (WSJ)
Lowe’s Signals Muted Housing Demand In Weak Forecast (Bloomberg)
Mortgage rates hit lowest level in nearly 4 years, but homebuyers are still stuck on the sidelines (CNBC)
CME halts trading on flagship metals market for more than an hour (FT)
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