DeepMarket: US Stocks Daily
By DeepMarket
Listen to a podcast, please open Podcast Republic app. Available on Google Play Store and Apple App Store.
Image by DeepMarket
Category: Investing
Open in Apple Podcasts
Open RSS feed
Open Website
Rate for this podcast
Subscribers: 1
Reviews: 0
Episodes: 100
Description
DeepMarket: US Stocks Daily delivers AI-powered market briefings every trading day. In under 5 minutes, our AI host and analyst break down the key trends, notable stock movements, and risk factors you need to know.
Backed by 10,000+ word research reports with full data, charts, and valuation models at deepmarket.report.
New episodes published daily before US market open.
For informational purposes only. Not personalized investment advice.
Full reports and data charts: https://deepmarket.report/en/podcast/us-en?utm_source=podcast&utm_medium=rss_channel&utm_campaign=podcast-us_stocks-en&utm_content=feed-us-en&utm_term=channel_link
| Episode | Date |
|---|---|
|
2026-10-15：The AI Debt Market Cracks While "No Landing" Macro Data Paralyzes the Fed
|
Oct 15, 2026 |
|
2026-10-14：The AI Capex Supercycle Hits the Rayleigh Wall Just as the Fed Plunges Markets into Darkness
|
Oct 14, 2026 |
|
2026-10-13：The AI "Casino" Cracks Just as the Wall Street Trading Engine Roars Back to Life
|
Oct 13, 2026 |
|
2026-10-12：The 5.36% Paradox: Why Equity Markets Are Suddenly Begging for an October Fed Hike
|
Oct 12, 2026 |
|
2026-10-09：The AI Accounting Arbitrage, SpaceX’s Terrestrial Coup, and the 5.26% Cost of Capital: Why Today's Tech Rebound is a Liquidity Trap
|
Oct 09, 2026 |
|
2026-10-08：The Death of the Equity Risk Premium: Why 5.35% Yields Can't Break S&P 7,800, and Micron's $3,000 "Buy Or Be Bought" AI Squeeze
|
Oct 08, 2026 |
|
2026-10-07：Borrowing to Compute: How SpaceX’s $40 Billion Mega-Debt Deal Exposes the Vulnerability of the AI Capex Cycle to 5.3% Yields
|
Oct 07, 2026 |
|
2026-10-06：5.3% Yields Meet a Nasdaq Record: Why 30% Earnings Revisions Just Broke the Gravity of the Bond Market
|
Oct 06, 2026 |
|
2026-10-05：10-Year at 5.25% While Nasdaq Hits Records: The "Bad News is Good News" Pivot is Disguising a Liquidity Crisis
|
Oct 05, 2026 |
|
2026-10-02：The 29K Payroll Shock Shatters the "Higher for Longer" Narrative as AI Hyperscalers Enter a $500B Capex Deathmatch
|
Oct 02, 2026 |
|
2026-10-01：When 379% Revenue Growth Sparks a Yawn: Peak AI Euphoria Collides With a 5.31% Cost of Capital
|
Oct 01, 2026 |
|
2026-09-30：5.6% Yields Are Breaking the AI Circularity Trade: Why We Are Fading Nvidia's $150B Buyback and Buying Defense Monopoly
|
Sep 30, 2026 |
|
2026-09-29：The Cost of Capital is 5.25%, the CAPE Ratio is 41.5, and OpenAI Just Blinked—The 'Perfect Soft Landing' Narrative is Fracturing
|
Sep 29, 2026 |
|
2026-09-28：The 5.21% Discount Rate Collision: Nvidia’s Silicon Security Pivot, the Collapse of the Hormuz Ceasefire, and the Destruction of High-Multiple Equities
|
Sep 28, 2026 |
|
2026-09-25：Stop Cheering the Hormuz Rumor: The Fed's Stealth Bank Deregulation and the Structural 5% Yield Are the Real Signals Today
|
Sep 25, 2026 |
|
2026-09-24：The 5.15% Regime: Why Meta's Agentic AI is Shorting Customer Inertia as the Soft Landing Evaporates
|
Sep 24, 2026 |
|
2026-09-23：The Agentic AI Pivot: Meta's 'Muse' Marks Peak-GPU Dominance as Compute Shifts to CPUs, While Oil's Sub-$100 Collapse Reshapes the Yield Curve
|
Sep 23, 2026 |
|
2026-09-22：The 5% Treasury Yield Is an AI Catalyst: Why Mega-Cap Tech Just Weaponized the Cost of Capital Against the Rest of the Market
|
Sep 22, 2026 |
|
2026-09-21：The 5% Yield Threshold Usually Breaks Equities — But the $5B "Bessent Put" Just Rewrote the Macro Playbook
|
Sep 21, 2026 |
|
2026-09-18：The Fed is Old News: Today’s Market is a Plumbing Operation Dictated by a $7 Trillion Options Expiry and a $22 Billion Blind Bid for SpaceX
|
Sep 18, 2026 |
|
2026-09-17：The $8B Amazon-Generac Deal Proves the AI Trade Has Migrated to the Grid, Just as Tech Options Price in Zero Fear
|
Sep 17, 2026 |
|
2026-09-16：The 10-Year Yield at 5% Has Eclipsed the Fed, While the "AI Slowdown" Triggers a Structural Rotation into Cybersecurity
|
Sep 16, 2026 |
|
2026-09-15：Tech's "Oppenheimer Moment" Meets $100 Oil: Why the 5% Treasury Yield is Calling the AI Market's Bluff
|
Sep 15, 2026 |
|
2026-09-14：The AI Capital Strike Meets The Oil Shock: Why Today's Tech Selloff Is Structural, Not Transient
|
Sep 14, 2026 |
|
2026-09-11：Oracle's $664B Backlog Defies the Stagflationary Squeeze: 10Y Yields Near 5% as Macro Liquidity Dries Up
|
Sep 11, 2026 |
|
2026-09-10：The $102 Oil Shock Collides With a Botched Treasury Buyback: Why AI Capex is Today's Real Duration Risk
|
Sep 10, 2026 |
|
2026-09-09：Crude Oil’s Resurgence Meets The Foldable iPhone: How Geopolitics is Secretly Dictating Tech Valuations
|
Sep 09, 2026 |
|
2026-09-08：The Reality Check: 4.8% Yields, $100 Brent, and Canada's 50% Tariffs Collide with AI's Infinite CapEx Narrative
|
Sep 08, 2026 |
|
2026-09-04：The 162K Payroll Shock Resets Fed Math, While Lululemon Hides Behind a Tariff Windfall and Nvidia Buys the Open-Source Ecosystem
|
Sep 04, 2026 |
|
2026-09-03：The $115 Billion AI Bluff: Broadcom’s 2027 Guidance Masks a Q4 Reality Check, While the Bond Market Calls the Fed’s Bluff on September Hikes
|
Sep 03, 2026 |
|
2026-09-02：The $77 Billion SpaceX Hallucination, The Treasury-Fed Civil War, and the $95 Oil Tax
|
Sep 02, 2026 |
|
2026-09-01：The $92 Chokepoint: As Hormuz Burns and Yields Touch 4.75%, the "Goldilocks" Soft Landing Narrative is Officially on Notice
|
Sep 01, 2026 |
|
2026-08-31：Nvidia's Paused Revenue-Sharing Deals & $90 Oil Expose the AI Capex Vulnerability: When the Vendor Financing Music Stops
|
Aug 31, 2026 |
|
2026-08-28：Nvidia's $700 Billion Forecast Masks a Looming Warsh-Bessent Collision: Fading the AI Gap Up
|
Aug 28, 2026 |
|
2026-08-27：NVIDIA's $96 Billion Validation vs. The Treasury's $4 Billion Band-Aid: The Tech Bull Collides With The Bond Reality
|
Aug 27, 2026 |
|
2026-08-26：The $17.1B Meta Settlement and OpenAI's 'Jalapeño' Threat: Why Today's NVDA Print Dictates the 2026 AI Premium
|
Aug 26, 2026 |
|
2026-08-25：Treasury's $1 Trillion Shadow QE Meets "AI-flation" — The 15% Nvidia Hardware Surcharge Nobody Modeled
|
Aug 25, 2026 |
|
2026-08-24：The 15% AI Tax: Nvidia Passes the Memory Bill to Hyperscalers as the Bond Market Swallows Treasury Interventions
|
Aug 24, 2026 |
|
2026-08-21：The "Bessent Put" is Dead on Arrival: Why a $4B Treasury Buyback Can't Save Equities From Walmart's Q4 Price War
|
Aug 21, 2026 |
|
2026-08-20：The Treasury's Stealth QE Saves the Long End, Moderna Breaks the Biotech Scale, and Broadcom Bleeds Google to Marvell
|
Aug 20, 2026 |
|
2026-08-19：The AI Hardware Trap: Why Fabrinet's 45% Growth Triggered a 20% Crash While 30-Year Yields Break 5.3%
|
Aug 19, 2026 |
|
2026-08-18：5.3% is the New Gravity: How $91 Crude and a Dead Ceasefire Just Broke the AI Hardware Trade
|
Aug 18, 2026 |
|
2026-08-17：Nvidia Shrinks Its Balance Sheet: Why Slashing the $250B OpenAI Guarantee Marks the End of Vendor-Financed AI
|
Aug 17, 2026 |
|
2026-08-13：The AI Capex Divergence: Intel Dilutes to Survive at $95 While Optical Networks (LITE) Print 50% Margins on AI Datacenter Demand
|
Aug 13, 2026 |
|
2026-08-12：Compute Is Now an Asset Class: Nvidia's $500B Wall Street Consortium Signals the End of the AI Equity-Only Phase
|
Aug 12, 2026 |
|
2026-08-11：The AI Trade Just Became a Credit Market: Nvidia's $500B Infrastructure Debt Pivot Signals the End of Equity-Only Scaling
|
Aug 11, 2026 |
|
2026-08-10：Bad News is the New Liquidity: How a Shock 23K Job Contraction Just Built the Ultimate Fed Put for Equities
|
Aug 10, 2026 |
|
2026-08-06：The Capex Reaper Comes for AI: SpaceX’s $15.8B Cash Burn and Today's 911M Share Unlock Threaten to Break the Nasdaq
|
Aug 06, 2026 |
|
2026-08-05：Palantir's 155% "Rule of 40" Breaks the Tech Multiples Model While SpaceX's $15.8B AI Capex Spooks the Pre-Market
|
Aug 05, 2026 |
|
2026-08-04：Palantir's 47% Core Operating Margin Proves AI Monetization is Real — While SpaceX's $13B Capex Bill Tests Market Patience
|
Aug 04, 2026 |
|
2026-08-03：The Great AI Bifurcation: Why Hyperscaler Capex Burners Are Plunging While Silicon-Integrated Clouds Inherit the Earth
|
Aug 03, 2026 |
|
2026-07-31：The Capex Paradox: Amazon’s -$7.6B FCF Yields 37% AWS Growth While Apple’s Hardware Margins Mask Forward Deceleration
|
Jul 31, 2026 |
|
2026-07-30：The AI Monolith Fractures: Microsoft's Azure Acceleration Masks Meta's 91% FCF Collapse Under the Shadow of Warsh's 'Hawkish Hold'
|
Jul 30, 2026 |
|
2026-07-29：The Capex Rebellion: Why Wall Street is Rotating From AI Infrastructure Builders to Capital Discipline Ahead of Today's Fed Decision
|
Jul 29, 2026 |
|
2026-07-28：The Circular AI Economy: Nvidia's $250B OpenAI Backstop Meets Meta's CapEx Wall
|
Jul 28, 2026 |
|
2026-07-27：The Relief Rally Trap: Fading the S&P 500 as AI Capex Fatigue Eclipses $83 Crude
|
Jul 27, 2026 |
|
2026-07-23：The First Negative Cash Flow Since 2004: Alphabet and Tesla Reveal the Brutal Bill for the AI Capex Cycle
|
Jul 23, 2026 |
|
2026-07-22：SMCI's Margin Miracle and Nvidia's Neocloud Play Prove the Hardware Cycle is Alive, But the Hyperscaler Capex Bill Comes Due Today
|
Jul 22, 2026 |
|
2026-07-21：Nvidia is Now Acting as a Sovereign Lender to the AI Ecosystem, While SpaceX Braces for a $123 Billion Margin Call
|
Jul 21, 2026 |
|
2026-07-20：Moonshot's GPU Squeeze Ignites a Memory Chip Melt-Up Just as CTAs Approach Nasdaq Liquidation Triggers
|
Jul 20, 2026 |
|
2026-07-17：The "Great Rotation" is a Liquidity Event, Not a Fundamental Renaissance: Why Tech's $2 Trillion Haircut is the Only Trade That Matters Today
|
Jul 17, 2026 |
|
2026-07-16：The AI Hardware Schism: TSMC Raises CapEx to $64B While Memory Stocks Collapse—This is a Liquidity Squeeze, Not a Fundamental Top
|
Jul 16, 2026 |
|
2026-07-15：The AI Vampire Squid: IBM's 25% Collapse Proves Generative AI is Cannibalizing Legacy IT Budgets
|
Jul 15, 2026 |
|
2026-07-14：Capex Cannibalization: IBM's Mainframe Collapse vs. CleanSpark's AI Pivot Proves the "Everything Tech" Rally is Dead
|
Jul 14, 2026 |
|
2026-07-13：Equity Complacency Meets Credit Carnage: AI's $75B Bond Glut and the SK Hynix Hangover Signal a VIX Re-Pricing
|
Jul 13, 2026 |
|
2026-07-10：SK Hynix's Unprecedented ADR Premium Signals a Liquidity Vacuum for US Memory — Buy the Underlying AI Infrastructure, Fade the Pre-Market Panic
|
Jul 10, 2026 |
|
2026-07-09：The Geopolitical Put: Why A Collapsed Ceasefire Is Bullish For Broadcom and Bearish For The Dow
|
Jul 09, 2026 |
|
2026-07-08：Samsung's 1,810% Profit Surge Just Broke the Semiconductor Trade: Welcome to the AI Capex Reality Check
|
Jul 08, 2026 |
|
2026-07-07：The AI Stress Test: Samsung Posts a 1,800% Profit Surge and Craters 10%—Is the Memory Supercycle Already Priced for Perfection?
|
Jul 07, 2026 |
|
2026-07-06：Meta's Cloud Pivot and SpaceX's $4.3B Float Squeeze: The AI Trade is Fracturing from Within, Buy the Dow Rotation
|
Jul 06, 2026 |
|
2026-07-02：Meta's $145B Capex Trojan Horse: Selling Compute Reframes The AI Trade While Crushing Neoclouds
|
Jul 02, 2026 |
|
2026-07-01：The Index Arbitrage Collision: When Passive Flows Meet CapEx Exhaustion in Q3
|
Jul 01, 2026 |
|
2026-06-29：Memory is the New SaaS: $100B in "Take-or-Pay" Contracts Re-Rates AI Infrastructure While Passive Rebalancing Distorts the Tape
|
Jun 29, 2026 |
|
2026-06-26：The AI Capex Cannibalization: Micron’s 85% Margins Just Triggered Apple’s Worst Day Since 2025
|
Jun 26, 2026 |
|
2026-06-25：The HBM Supply Squeeze is Overpowering a Hawkish Fed, But AI's 'Napster Moment' Threatens the Software Stack
|
Jun 25, 2026 |
|
2026-06-24：The Commoditization of Compute: What SpaceX’s $6.3B Landlord Deal and Cerebras’ Margin Collapse Tell Us About the AI Bubble
|
Jun 24, 2026 |
|
2026-06-23：AI Capex Capitulation: How SpaceX's Sovereign-Sized Debt Binge Broke the Asian Hardware Trade
|
Jun 23, 2026 |
|
2026-06-22：AI Eats the Billable Hour: Accenture's Historic 18% Collapse Signals the End of Legacy Consulting, While Nasdaq Forwards the Neocloud Rotation
|
Jun 22, 2026 |
|
2026-06-18：The Peace Dividend Meets the Sovereign Put: Why Warsh’s Hawkish Shock is Being Eclipsed by Trump's Apple-Intel Intervention
|
Jun 18, 2026 |
|
2026-06-17：SpaceX's $60B Cursor Buyout and Nvidia's $25B Debt Signal: The AI Arms Race is Moving from Silicon to Balance Sheets
|
Jun 17, 2026 |
|
2026-06-16：The AI Memory Wall is Here: Western Digital's 14% Squeeze and SpaceX's $60B Cursor Buy Shift the Narrative from Compute to Capacity
|
Jun 16, 2026 |
|
2026-06-15：The $2.1 Trillion "SpaceAI" Liquidity Vacuum Meets the Strait of Hormuz Peace Dividend
|
Jun 15, 2026 |
|
2026-06-12：The $1.77 Trillion Vacuum: SpaceX's Mega-IPO Masks a Core Goods Inflation Trap That Kills 2026 Rate Cuts
|
Jun 12, 2026 |
|
2026-06-11：The AI Bill Has Arrived: SMCI's 28% Collapse and Oracle's $40B Warning Prove the Infrastructure Trade is Devouring Shareholder Equity
|
Jun 11, 2026 |
|
2026-06-09：The Commoditization of Intelligence: Apple's Gemini Surrender and OpenAI's Rushed S-1 Expose the Vulnerability of AI Software Monopolies
|
Jun 09, 2026 |
|
2026-06-08：The GenAI Trade Faces a Liquidity Stress Test: Surging Yields, KOSPI Contagion, and the Looming SpaceX IPO Vacuum
|
Jun 08, 2026 |
|
2026-06-05："Priced for Perfection" Meets the $1.75 Trillion Vacuum: Tech Falters as Dow Rotates to 51K
|
Jun 05, 2026 |
|
2026-06-04：The AI Boom Meets the Strait of Hormuz: Why Broadcom's $10.8B Masterclass Was Hijacked by $100 Oil
|
Jun 04, 2026 |
|
2026-06-03：The Breadth Paradox at 7,600: Why Record Highs Mask a Fragile Tape Triggered by $98 Oil and AI Exhaustion
|
Jun 03, 2026 |
|
2026-06-02：Alphabet's $80B CapEx Reality Check Collides With The Widest Volatility Dispersion Spread In Market History
|
Jun 02, 2026 |
|
2026-06-01：Nvidia's 'RTX Spark' Just Eviscerated Intel, But $94 Crude Is The Real Threat To Your Tech Portfolio
|
Jun 01, 2026 |
|
2026-05-29：AI hardware is eating the world, and it just devoured Stagflation for breakfast. Dell's 757% AI server growth obliterates the 3.8% PCE shock.
|
May 29, 2026 |
|
2026-05-28：When Missiles Fly, Earnings Don't Matter: US-Iran Escalation Collides With Warsh's First PCE Test as Futures Slump
|
May 28, 2026 |
|
2026-05-27：The End of Memory Cyclicality? Micron's $1 Trillion Milestone Signals a Structural AI Infrastructure Paradigm, Not Just a Spot Market Squeeze
|
May 27, 2026 |
|
2026-05-26：WTI Crashes Despite Iranian Strikes: The Geopolitical Premium Unwinds as the 'Other 493' Inherit the Bull Market
|
May 26, 2026 |
|
2026-05-22：NVDA's $80B Buyback Signals Peak Hardware Growth, While SpaceX's Fast-Track IPO Threatens to Drain $80B in Passive Liquidity
|
May 22, 2026 |
|
2026-05-21：The Generative AI Paradox: Intuit Slashes 17% of Staff to Fund Anthropic Deal While Nvidia's $82B Quarter Hits the Exuberance Ceiling
|
May 21, 2026 |
|
2026-05-20：The End of Compute is Power and Memory: While Wall Street Obsesses Over Nvidia, The Smart Money is Trading the AI Bottlenecks
|
May 20, 2026 |
|
2026-05-19：The $75 Billion Liquidity Vacuum: Why SpaceX's Accelerated IPO and 4.6% Yields Are Quietly Suffocating the AI Rally
|
May 19, 2026 |
|
2026-05-18：The 5% Cost of Capital vs. The $830B Cost of Compute: Why Wednesday's Nvidia Print is a Binary Event for S&P 7500
|
May 17, 2026 |