Markets Rally Around The World + What's Up With Berkshire Stock?

On the latest episode of MRKT Call, Dan Nathan, Guy Adami and Carter Worth discuss the rotation happening in the stock market, Dan’s bullish Nvidia trade, and preview what to expect from bank earnings later this week.

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

Topic Timecodes:
Global Rally (0:00); Chip Wars (17:45); Tesla Bounce? (29:30); Berkshire Hathaway (36:30); Lowes Reports Tuesday (40:10)

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

Markets Riding Feel Good Hormones

Topic Timecodes:
Nvidia earnings last week (3:45), why Americans don’t feel good about the economy (10:00), U.S. debt (21:30), M&A green shoots for the markets (24:20), Amazon entering the Dow (26:10).

WHAT WE’RE READING

• Intel’s Revival Hinges on Nvidia, AMD Extending a Helping Hand (Bloomberg)

• Partying Like 1999? An NBubble Isn’t Here (Bloomberg)

• The Roaring 1990s: Déjà Vu All Over Again? (Ed Yardeni)

• The Real Reason Americans Don’t Feel Good About the Economy (MSNBC)

• Goldman Sachs’s Chief Economist Has Nailed Big Calls. Here’s His Next One. (WSJ)

• What If the Economy Actually Is Getting Stronger? (Barron’s)

• Fed-Favored Inflation Gauge Seen Rising Most in a Year (Bloomberg)

• Recent Big Deals Stir Hope That M&A Winter Is Ending (Barron’s)

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