RiskReversal Recap: February 15, 2024

Retail Earnings Preview, Can't Quit the AI Rally + Get in Gold Stocks?

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RiskReversal Media
February 15, 2024

Today’s MRKT Call is Presented by FactSet

Investors Can’t Quit the AI Rally

Click here to access all of the charts mentioned in today’s MRKT Call.

Topic Timecodes:
SPX Moves (0:00), Retail Concerns (10:00), Gold (23:00), AI Mania Continues (28:00), Deere (34:45), Earnings Insight (36:45)

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WHAT WE’RE READING

  • Retail Sales Tumbled 0.8% in January, Much More Than Expected (CNBC)

  • Wall Street Looks Past Inflation Angst Before PPI (Bloomberg)

  • Stanley Druckenmiller Exits Alphabet, Keeps Winning AI Plays Nvidia and Microsoft (CNBC)

  • OpenAI Develops Web Search Product in Challenge to Google (The Information)

  • AI Firms Surge After Chip Giant Nvidia Discloses Stake (Reuters)

  • Super Micro Stock Heads to a New High. What’s Driving Shares Higher. (Barron’s)

    Dozens of Banks Rapidly Piled Up Commercial Property Loans (Bloomberg)

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