
About this episode
MRKT Matrix - Monday, December 22nd
S&P 500 rises to start a holiday-shortened week, led by tech (CNBC)
Bond Traders’ Big Bet Targets US 10-Year Back to 4% Within Weeks (Bloomberg)
Where Are Analysts Most Optimistic on Ratings for S&P 500 Companies Heading Into 2026? (FactSet)
Bank of America’s Moynihan Says AI’s Economic Benefit Is ‘Kicking In More’ (Bloomberg)
Alphabet to Buy Data Center Partner Intersect for $4.75 Billion (Bloomberg)
Larry Ellison Provides Personal Guarantee for Paramount’s Bid for Warner (WSJ)
Inside Tencent’s deal to use Nvidia’s best AI chips in Japan (FT)
Exclusive: SoftBank races to fulfill $22.5 billion funding commitment to OpenAI by year-end, sources say (Reuters)
Apollo cuts risk and stockpiles cash in preparation for market turmoil (FT)
The Private-Credit Party Turns Ugly for Individual Investors (WSJ)
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