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Podcast: MRKT Matrix
Episode: Dow Rises as Oracle Ignites Rotation Out of AI
Description: MRKT Matrix - Thursday, December 11th
Dow jumps to record as Oracle sparks rush out of AI trade into broader market (CNBC)
The case for more Fed rate cuts could rest on a ‘systemic overcount’ of jobs numbers (CNBC)
Rebalanced Gold Trade Pushes U.S. Trade Deficit to Five-Year Low (WSJ)
Disney to Invest $1 Billion in OpenAI and License Characters for Use in ChatGPT, Sora (WSJ)
Oracle Is Having Its Own ‘Code Red’ AI Moment (Bloomberg)
Rivian Tumbles After Unveiling AI Chip for Self-Driving Goals (Bloomberg)
Musk says SpaceX report of 2026 IPO is ‘accurate’ (CNBC)
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