
About this episode
MRKT Matrix - Friday, July 24th
Stocks mixed on Iran angst, mounting chip stock losses (CNBC)
Megacap earnings and Fed meeting could test a market on edge next week. Here’s what’s ahead (CNBC)
$890 Billion Tech Wipeout Puts Focus on Runaway AI Spending (WSJ)
Intel rides AI boom to fastest revenue growth in almost 15 years, but shares sink (CNBC)
Amex Expenses Surge 12% as Marketing Costs for Cards Rise (Bloomberg)
S&P 500 Earnings Season Update (FactSet)
SpaceX at $100 Would Imply Zero AI Value, Morgan Stanley Says (Bloomberg)
Nvidia, Microsoft, Meta warn against ‘premature restrictions’ of open-weight models (CNBC)
Anthropic Unveils More Cost-Efficient Model for Everyday Tasks (Bloomberg)
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