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Bubble, Bubble, AI Trouble?

MRKT Matrix

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  • MRKT Matrix - Friday, October 31st

    • Amazon’s stock soars 12% on third-quarter beat, increased spending guidance (CNBC)
    • Tech’s $380 billion splurge: This quarter’s winners and losers of the AI spending boom (CNBC)

    • Big Tech Is Spending More Than Ever on AI and It’s Still Not Enough (WSJ)

    • Credit market hit with $200bn ‘flood’ of AI-related issuance (FT)

    • S&P 500 Reporting Net Profit Margin Above 5-Year Average for 6th Straight Quarter (FactSet)

    • Should You Just Buy Stocks Until You Die? (WSJ)

    • ‘Sometimes We See Bubbles,’ Michael Burry Warns Retail Traders (Bloomberg)

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