MRKT MATRIX: November 22, 2024

Today’s Top Stories:

• Dow rises 300 points as Wall Street heads for weekly gain (CNBC)

• The S&P 500 could see another big year in 2025, if history is any guide (CNBC)

• What is Driving the Higher Expected Earnings Growth for the S&P 500 for Q4 2024? (FactSet)

• An indicator pegged to Buffett and this bitcoin evangelist is flashing a warning for stock-market investors (MarketWatch)

• Nvidia’s Stock Surge Means CEO’s Foundation Must Double Giving (Bloomberg)

• OpenAI Considers Taking on Google With Browser (The Information)

• Amazon Invests an Additional $4 Billion in AI Firm Anthropic (Bloomberg)

• Super Micro Stock Jumps Again. It’s Having Its Best Week Ever. (Barron’s)

• Apple and Google could face a competition probe over their huge mobile ecosystems in the UK (CNBC)

• Automakers to Trump: Please Require Us to Sell Electric Vehicles (NYTimes)

• Trump Considers Warsh Serving as Treasury Secretary—and Then Fed Chair (WSJ)

• Republicans Are Feeling Good Again, Driving Up Consumer Sentiment (WSJ)

Today’s On The Tape is Presented by CME Group, iConnections, and Robinhood

Go Eff-TC & A Conversation with CME Group’s Terry Duffy

Guy Adami, Dan Nathan, and Danny Moses kick off the pod with a discussion about Danny's golf game before delving into market analysis. The trio dives into regulatory challenges facing tech giants like Google and Microsoft, concerns about geopolitical tensions, and market reactions.

After the break, the guys are joined by Terry Duffy, CEO of CME Group, covering topics such as the importance of U.S. debt control, the role of CME in global markets, AI applications in trading, and significant partnerships with Google Cloud. Duffy shares insights on the evolution of the retail trading sector and CME's continued commitment to St. Jude Children's Research Hospital.

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