DeepMarket: US Stocks Daily
By DeepMarket
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Episodes: 69
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/us-stocks-research?utm_source=podcast&utm_medium=rss_channel&utm_campaign=podcast-us_stocks-en&utm_content=feed-us-en&utm_term=channel_link
| Episode | Date |
|---|---|
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2026-07-13：Equity Complacency Meets Credit Carnage: AI's $75B Bond Glut and the SK Hynix Hangover Signal a VIX Re-Pricing
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Jul 13, 2026 |
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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
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Jul 10, 2026 |
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2026-07-09：The Geopolitical Put: Why A Collapsed Ceasefire Is Bullish For Broadcom and Bearish For The Dow
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Jul 09, 2026 |
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2026-07-08：Samsung's 1,810% Profit Surge Just Broke the Semiconductor Trade: Welcome to the AI Capex Reality Check
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Jul 08, 2026 |
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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?
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Jul 07, 2026 |
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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
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Jul 06, 2026 |
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2026-07-02：Meta's $145B Capex Trojan Horse: Selling Compute Reframes The AI Trade While Crushing Neoclouds
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Jul 02, 2026 |
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2026-07-01：The Index Arbitrage Collision: When Passive Flows Meet CapEx Exhaustion in Q3
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Jul 01, 2026 |
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2026-06-29：Memory is the New SaaS: $100B in "Take-or-Pay" Contracts Re-Rates AI Infrastructure While Passive Rebalancing Distorts the Tape
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Jun 29, 2026 |
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2026-06-26：The AI Capex Cannibalization: Micron’s 85% Margins Just Triggered Apple’s Worst Day Since 2025
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Jun 26, 2026 |
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2026-06-25：The HBM Supply Squeeze is Overpowering a Hawkish Fed, But AI's 'Napster Moment' Threatens the Software Stack
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Jun 25, 2026 |
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2026-06-24：The Commoditization of Compute: What SpaceX’s $6.3B Landlord Deal and Cerebras’ Margin Collapse Tell Us About the AI Bubble
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Jun 24, 2026 |
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2026-06-23：AI Capex Capitulation: How SpaceX's Sovereign-Sized Debt Binge Broke the Asian Hardware Trade
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Jun 23, 2026 |
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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
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Jun 22, 2026 |
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2026-06-18：The Peace Dividend Meets the Sovereign Put: Why Warsh’s Hawkish Shock is Being Eclipsed by Trump's Apple-Intel Intervention
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Jun 18, 2026 |
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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
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Jun 17, 2026 |
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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
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Jun 16, 2026 |
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2026-06-15：The $2.1 Trillion "SpaceAI" Liquidity Vacuum Meets the Strait of Hormuz Peace Dividend
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Jun 15, 2026 |
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2026-06-12：The $1.77 Trillion Vacuum: SpaceX's Mega-IPO Masks a Core Goods Inflation Trap That Kills 2026 Rate Cuts
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Jun 12, 2026 |
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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
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Jun 11, 2026 |
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2026-06-09：The Commoditization of Intelligence: Apple's Gemini Surrender and OpenAI's Rushed S-1 Expose the Vulnerability of AI Software Monopolies
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Jun 09, 2026 |
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2026-06-08：The GenAI Trade Faces a Liquidity Stress Test: Surging Yields, KOSPI Contagion, and the Looming SpaceX IPO Vacuum
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Jun 08, 2026 |
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2026-06-05："Priced for Perfection" Meets the $1.75 Trillion Vacuum: Tech Falters as Dow Rotates to 51K
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Jun 05, 2026 |
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2026-06-04：The AI Boom Meets the Strait of Hormuz: Why Broadcom's $10.8B Masterclass Was Hijacked by $100 Oil
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Jun 04, 2026 |
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2026-06-03：The Breadth Paradox at 7,600: Why Record Highs Mask a Fragile Tape Triggered by $98 Oil and AI Exhaustion
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Jun 03, 2026 |
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2026-06-02：Alphabet's $80B CapEx Reality Check Collides With The Widest Volatility Dispersion Spread In Market History
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Jun 02, 2026 |
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2026-06-01：Nvidia's 'RTX Spark' Just Eviscerated Intel, But $94 Crude Is The Real Threat To Your Tech Portfolio
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Jun 01, 2026 |
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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.
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May 29, 2026 |
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2026-05-28：When Missiles Fly, Earnings Don't Matter: US-Iran Escalation Collides With Warsh's First PCE Test as Futures Slump
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May 28, 2026 |
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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
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May 27, 2026 |
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2026-05-26：WTI Crashes Despite Iranian Strikes: The Geopolitical Premium Unwinds as the 'Other 493' Inherit the Bull Market
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May 26, 2026 |
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2026-05-22：NVDA's $80B Buyback Signals Peak Hardware Growth, While SpaceX's Fast-Track IPO Threatens to Drain $80B in Passive Liquidity
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May 22, 2026 |
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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
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May 21, 2026 |
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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
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May 20, 2026 |
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2026-05-19：The $75 Billion Liquidity Vacuum: Why SpaceX's Accelerated IPO and 4.6% Yields Are Quietly Suffocating the AI Rally
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May 19, 2026 |
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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
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May 17, 2026 |
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2026-05-11：The 2026 "AI Workforce Replacement" Has Officially Arrived, And It's Crushing Cloudflare's Stock
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May 11, 2026 |
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2026-05-08：The AI Capex Wall Meets the Goldilocks Labor Market: Why OpenAI Can't Fund Its Chips While Datadog Prints Cash
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May 08, 2026 |
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2026-05-07：The End of the AI Green Dream: Why Microsoft's Climate Pivot Signals a $2 Trillion Capex Reality Check
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May 07, 2026 |
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2026-05-01：The $725 Billion Capex Trap: How Meta's AI Spending Broke the Megacap Correlation
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May 01, 2026 |
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2026-04-30：AI Capex Has Two Faces: Alphabet's $20B Cloud Moat vs. Meta's $145B Black Hole as $126 Crude Threatens the Fed's Soft Landing
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Apr 30, 2026 |
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2026-04-29：The OpenAI Revenue Miss: Why the Generative AI Hardware Trade is Suddenly Cracking Before FOMC
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Apr 29, 2026 |
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2026-04-28：The AI "Field of Dreams" is Collapsing: Why OpenAI's Growth Stall Means Danger for MSFT and NVDA This Week
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Apr 28, 2026 |
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2026-04-27：The GPU Monopoly is Cracking: Why "Agentic AI" Just Sparked a Multi-Billion Dollar CPU Renaissance
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Apr 27, 2026 |
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2026-04-24：The Software Slaughter: AI's First Casualties Are the SaaS Darlings, While Wall Street Chokes on Oracle's $300B Data Center Debt
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Apr 24, 2026 |
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2026-04-23：Tesla’s AI Ultimatum: Margin Relief Masks a Capex Explosion, While Intel Catches a Foundry Lifeline
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Apr 23, 2026 |
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2026-04-22：AI Infra's Reality Check: Vertiv's EMEA Collapse, Tesla's "Terafab" Pivot, and Apple's Hardware Succession
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Apr 22, 2026 |
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2026-04-21：The Capex Carousel: Amazon's "Vendor-Financing" AI Loophole and Apple's Hardware Pivot
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Apr 21, 2026 |
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2026-04-20：The Geopolitical Risk Premium Returns: Oil Spikes, Avis Squeezes, and the EPS Mirage
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Apr 20, 2026 |
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2026-04-17：The Margin Illusion: How Netflix's Breakup Fee Masked a Guidance Miss While TSMC Exposed the True Price Inelasticity of AI
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Apr 17, 2026 |
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2026-04-16：The 7,000-Point Microstructure Shock: Real-Time Margin, 23-Hour Markets, and the $18B AI Tollbridge
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Apr 16, 2026 |
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2026-04-15：The S&P 500 Is 30 Points From 7,000, But Today's $500B Tax Drain Is The Real Geopolitical Risk
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Apr 15, 2026 |
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2026-04-14：The Hormuz Illusion: Why Oil Plunged During a U.S. Naval Blockade, and the Hidden FICC Collapse Inside Goldman's "Record" Quarter
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Apr 14, 2026 |
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2026-04-13：The Market's "Safe Haven" Anomaly: Why Gold is Dumping While the Strait of Hormuz Burns
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Apr 13, 2026 |
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2026-04-10：The Software Substitution Shock: Why SaaS is Bleeding While Amazon's Silicon Cashes In
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Apr 10, 2026 |
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2026-04-09：The "Low-Fire" Labor Trap: How 178k New Jobs Just Killed the May Rate Cut, Yet the AI Capex Machine Keeps Accelerating
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Apr 09, 2026 |
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2026-04-08：The AI Infrastructure Margin Collapse: Why Hyperscalers Are Secretly Slashing 2026 Capex
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Apr 08, 2026 |
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2026-04-07：Google's TurboQuant Just Broke the AI Hardware Thesis, While the S&P 500 Trades as a Binary Call Option on the Strait of Hormuz
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Apr 07, 2026 |
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2026-04-06：The Zero-Cut Reality: Why $116 Oil and a 99.5% Fed Hold Probability Haven't Broken the S&P 500 (Yet)
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Apr 06, 2026 |
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2026-04-02：The Hormuz Mirage: Why the 5% "Ceasefire Rally" is a Headfake as Oil Tests $110 and Oracle Axes 30,000 to Fund AI Capex
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Apr 02, 2026 |
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2026-04-01：The S&P 500 Trades at a Premium to Nvidia: A Decade-First Anomaly Meets a Geopolitical Squeeze
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Apr 01, 2026 |
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2026-03-30：The Yuan-Priced Strait of Hormuz: Why the Geopolitical Risk Premium in Tech is Mispriced and Energy is Still Too Cheap
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Mar 30, 2026 |
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2026-03-28：The AI Hardware Pivot: Why Google's TurboQuant Algorithm Just Vaporized 20% of Micron's Market Cap
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Mar 28, 2026 |
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2026-03-27：Google's TurboQuant Broke the Memory Supercycle: Why the 6x Compression Breakthrough Changes the AI Hardware Calculus
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Mar 27, 2026 |
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2026-03-25：Quantitative Signal Extraction and Narrative Mechanics in US Equities: A Pre-Market Analysis
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Mar 25, 2026 |
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2026-03-24：The $200B Mortgage Mirage: Why Trump's Housing Intervention Will Break the Bond Market, Not Mortgage Rates
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Mar 24, 2026 |
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2026-03-23：The $110B Compute Standard: Why OpenAI Just Turned Nvidia GPUs Into a Global Reserve Currency
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Mar 24, 2026 |
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2026-03-19：Fed Capitulates to Oil, Micron Prints 81% Margins, and SMCI's $2.5B China Smuggling Ring — The AI Hardware Divergence is Here
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Mar 21, 2026 |
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2026-03-20：Macroeconomic Regimes and Algorithmic Supply Chain Fractures: A Synthesis of the March 2026 Market
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Mar 20, 2026 |