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Podcast: MRKT Matrix
Episode: Bubble, Bubble, AI Trouble?
Description:
MRKT Matrix - Friday, October 31st
Amazon’s stock soars 12% on third-quarter beat, increased spending guidance (CNBC)
Tech’s $380 billion splurge: This quarter’s winners and losers of the AI spending boom (CNBC)
Big Tech Is Spending More Than Ever on AI and It’s Still Not Enough (WSJ)
Credit market hit with $200bn ‘flood’ of AI-related issuance (FT)
S&P 500 Reporting Net Profit Margin Above 5-Year Average for 6th Straight Quarter (FactSet)
Should You Just Buy Stocks Until You Die? (WSJ)
‘Sometimes We See Bubbles,’ Michael Burry Warns Reta...