About this episode
MRKT Matrix - Monday, February 23rd
Dow tumbles 800 points on growing fears about AI disruption, tariff drag: Live updates (CNBC)
Mortgage rates just dropped below 6%, matching lowest level since 2022 (CNBC)
Inside OpenAI’s Scramble to Get Computing Power After Stargate Stalled (The Information)
Altman Says Data Centers in Space Idea is ‘Ridiculous' (The Information)
Meta Rakes It In, Yet Still Borrows Billions for AI (WSJ)
Micron Stock Is Riding the AI Surge. How the Memory Trade Could Sour (Barron’s)
Amazon to spend $12 billion in Louisiana on AI data centers (CNBC)
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