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Show Notes
MRKT Matrix - Friday, October 31st
- Amazon’s stock soars 12% on third-quarter beat, increased spending guidance (CNBC)
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Tech’s $380 billion splurge: This quarter’s winners and losers of the AI spending boom (CNBC)
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Big Tech Is Spending More Than Ever on AI and It’s Still Not Enough (WSJ)
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Credit market hit with $200bn ‘flood’ of AI-related issuance (FT)
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S&P 500 Reporting Net Profit Margin Above 5-Year Average for 6th Straight Quarter (FactSet)
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Should You Just Buy Stocks Until You Die? (WSJ)
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‘Sometimes We See Bubbles,’ Michael Burry Warns Retail Traders (Bloomberg)