MRKT MATRIX: June 5, 2024

Today’s Top Stories:

• S&P 500 rises to a record as Nvidia soars, investors look for rate cuts (CNBC)

• US Service Providers Chalk Up Strongest Growth in Nine Months (Bloomberg)

• Private payrolls growth slows to 152,000 in May, much less than expected, ADP says (CNBC)

• Bond Traders Pile Into Fresh Bets on Faster Pace of Fed Cuts (Bloomberg)

• Goldman Sees ‘Wall of Money’ Fueling Stock Market’s Summer Party (Bloomberg)

• Asia’s Chip Giants Hustle to Maintain Their Edge Over the U.S. (WSJ)

• China’s plan to sell cheap EVs to the rest of the world (FT)

• Americans Have More Investment Income Than Ever Before (WSJ)

Today’s MRKT Call is Presented by SoFi

Live Trade Ideas & Market Analysis: $SPX, $TLT, $NVDA

Guy Adami and Liz Young break down the top market headlines and bring you stock market trade ideas for Wednesday, June 5th.

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Today’s Okay, Computer. is Presented by RBC and Current

WWDC AI Expectations + Catching Cancer Early with Emi Gal and Rick Heitzmann

Dan Nathan and Guy Adami are joined by Deirdre Bosa to break down and dissect the top headlines in the tech sector this week. The crew dives into recent tech trends, dissects Nvidia's influence in AI, and analyzes post-earnings stock movements of Dell. They explore potential PC upgrade cycles driven by AI and Nvidia's latest AI platform introduced at Computex. Elon Musk's "strategic" use of Nvidia AI chips and Apple's prospective partnership with OpenAI ahead of WWDC are also discussed.

After the break, Dan is joined by Rick Heitzmann of FirstMark Capital and Ezra co-Founder Emi Gal as our “Funders x Founders” series returns. The guys are highlighting the company's mission to revolutionize early cancer detection through AI-driven MRI scans, focusing on goals to expand accessibility and improve early detection rates over the next decade.

Timecodes

• Pump The Brakes On An Upgrade Cycle (2:00)

• Computex (7:30)

• Musk Chip Moving (12:00)

• Deebo Previews Wwdc (14:30)

• Starting Ezra (32:00)

• Digital Health X Firstmark (34:30)

• Pricing (43:00)

• Pushbacks (50:00)

• The Future For Ezra (55:00)

• Biohacking (59:30)

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