The Morning Market Briefing

Ben and Tom dig into the theories behind Jensen Huang's exit and how Nvidia gets led now that roughly 60 executives share the decisions. Plus, PPI and the bond rally.Join our live YouTube stream Monday through Friday at 8:30 AM EST:http://www.youtube.com/@TheMorningMarketBriefingPlease see disclosures:https://www.narwhal.com/disclosures

Ben and Tom break down Jensen Huang's resignation as Nvidia CEO live as the news hits, including the affair investigations, Colette Kress taking over as interim CEO, and who could replace him.Join our live YouTube stream Monday through Friday at 8:30 AM EST:http://www.youtube.com/@TheMorningMarketBriefingPlease see disclosures:https://www.narwhal.com/disclosures

Ben and Tom break down the interest rate enviroment, CoreWeave earnings, and Anthopic IPO details.Join our live YouTube stream Monday through Friday at 8:30 AM EST:http://www.youtube.com/@TheMorningMarketBriefingPlease see disclosures:https://www.narwhal.com/disclosures

Ben and Tom break down the CPI report, Waller's speech, and Anthropic's IPO. Join our live YouTube stream Monday through Friday at 8:30 AM EST:http://www.youtube.com/@TheMorningMarketBriefingPlease see disclosures:https://www.narwhal.com/disclosures

Tom and Thomas break down the Jensen Huang affair, Trump on 60 minutes, and exits from Blackstone executives. Join our live YouTube stream Monday through Friday at 8:30 AM EST:http://www.youtube.com/@TheMorningMarketBriefingPlease see disclosures:https://www.narwhal.com/disclosures

Ben and Tom break down the hedge fund blowups and Anthropic IPO doubts behind the S&P's 4% drop, and a surprisingly strong 165K jobs report.Join our live YouTube stream Monday through Friday at 8:30 AM EST:http://www.youtube.com/@TheMorningMarketBriefingPlease see disclosures:https://www.narwhal.com/disclosures

Ben, Thomas, and Tom break down whether the market's post-election rotation is a real sea change, Micron's paused Taiwan fab, and AI pressure on Expedia, Booking, and FICO.Join our live YouTube stream Monday through Friday at 8:30 AM EST:http://www.youtube.com/@TheMorningMarketBriefingPlease see disclosures:https://www.narwhal.com/disclosures

Andrew, Thomas, and Tom break down what the blue wave and flipped governorships mean for the data center buildout, ADP's 86K jobs beat, and earnings from AMD, Arista, and Super Micro.Join our live YouTube stream Monday through Friday at 8:30 AM EST:http://www.youtube.com/@TheMorningMarketBriefingPlease see disclosures:https://www.narwhal.com/disclosures

Andrew, Ben, and Tom welcome Hayden to break down NASA's Artemis moon missions, plus falling loan demand, Jensen Huang's growing influence, and Apple's first margin decline since 2019.Join our live YouTube stream Monday through Friday at 8:30 AM EST:http://www.youtube.com/@TheMorningMarketBriefingPlease see disclosures:https://www.narwhal.com/disclosures

Andrew, Ben, and Tom break down why last week's selloff wasn't a crash, how fast money got flushed out of AI stocks, and Elon pulling back on Grok as SpaceX eyes EchoStar.Join our live YouTube stream Monday through Friday at 8:30 AM EST:http://www.youtube.com/@TheMorningMarketBriefingPlease see disclosures:https://www.narwhal.com/disclosures