About this episode
MRKT Matrix - Thursday, May 21st
S&P 500 wavers in volatile trading for oil, Nvidia declines after earnings (CNBC)
The Dangerous Brew That’s Rattling Bond Markets (WSJ)
Ignore This Bond Market Slump at Your Own Peril (Bloomberg)
SpaceX, Anthropic and OpenAI’s Sprint to Go Public Defines the AI Boom’s Big Day (WSJ)
How to make sense of SpaceX’s nonsensical valuation (FT)
Oura Files Confidentially for IPO as Smart Ring Sales Surge (Bloomberg)
Trump Postpones AI Order Because of Concerns About Overregulation (WSJ)
Anthropic, Microsoft in talks for AI chip deal after $5 billion investment (CNBC)
Dimon Says JPMorgan Will Hire More for AI, Fewer Bankers (Bloomberg)
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