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Podcast: MRKT Matrix
Episode: Nvidia Fuels Another S&P 500 Record Close
Description: MRKT Matrix - Tuesday, October 28th
S&P tops 6,900 for first time as investors bid up AI trade before Fed rate decision (CNBC)
AI stocks could be part of a new Mag 7 (Axios)
The next chapter of the Microsoft–OpenAI partnership (OpenAI)
OpenAI restructuring pushes Microsoft’s valuation above $4tn (FT)
PayPal Raises Earnings Guidance After Announcing OpenAI Deal (Bloomberg)
Nvidia’s Huang Works to Convince Investors There’s No AI Bubble (Bloomberg)
Nvidia takes $1 billion stake in Nokia, sending the 5G equipment maker’s shares up 26% (CNBC)
Jensen Huang says Nvidia’s AI chips are now being manufactured...