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Show Notes
MRKT Matrix - Wednesday, February 4th
- S&P 500 falls for a second day, Nasdaq sheds more than 1% as chip stocks decline, led by AMD (CNBC)
- Software Billionaires Drop $62 Billion in AI-Driven Stock Slump (Bloomberg)
- Software Short Sellers Mint $24 Billion Profit as Stocks Tumble (Bloomberg)
- Nvidia CEO: Software Selloff ‘Most Illogical Thing in the World’ (Bloomberg)
- AMD Shares Tumble. Here’s Why Earnings Disappointed Investors. (WSJ)
- AMD’s Lisa Su says demand for advanced chips is still accelerating, as stock plummets 16% (CNBC)
- Banks seek out new buyers for Oracle data centre loans (FT)
- Bitcoin-Led Crypto Rout Erases Nearly $500 Billion in a Week (Bloomberg)
- Eli Lilly’s GLP-1 growth is only getting started as Novo Nordisk braces for a decline in 2026 (CNBC)
- Job Growth Probably Cooled Last Month, ADP Data Suggests (WSJ)
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MRKT Matrix by RiskReversal Media is a daily AI powered podcast bringing you the top stories moving financial markets
Story curation by RiskReversal, scripts by Perplexity Pro, voice by ElevenLabs