About this episode
MRKT Matrix - Monday, July 20th
S&P 500 closes slightly lower on Monday, weighed down by rising oil prices (CNBC)
Chinese AI Sensation Moonshot’s Gamble on Big Models Pays Off (Bloomberg)
What to Know About the Chinese AI Models Rattling U.S. Stocks (WSJ)
The AI revolution takes on the world’s most cyclical industry (FT)
Google Shares Gain on Report of Chip to Boost AI Efficiency (Bloomberg)
AMD launches Helios, its first rack AI system to rival Nvidia, adding Microsoft as newest buyer (CNBC)
BlackRock Leads $12 Billion Financing for New Meta Data Centers in Texas (WSJ)
Government-Owned AI Is a Terrible Idea (Bloomberg)
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