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Podcast: MRKT Matrix
Episode: The January Rally Continues
Description: MRKT Matrix - Tuesday, January 6th
S&P 500 hits fresh all-time high, Dow heads for first close over 49,000 (CNBC)
Fund managers prepare for ‘reckoning’ in US tech sector (FT)
Jensen Huang CES keynote ignites analyst optimism on Nvidia’s future (CNBC)
Sandisk’s 1,000% Rally Is Turbocharged by Nvidia CEO’s Remarks (Bloomberg)
Data-Center Cooling Stocks Sink After Nvidia CEO’s CES Talk (Bloomberg)
The Fight Over Making Data Centers Power Down to Avoid Blackouts (WSJ)
AMD’s Lisa Su says AI isn’t replacing people, but is changing who gets hired (CNBC)
Hiring in the Age of AI Means Proving Yo...