Bulls vs. Bears – Weekly Edition

Weekly Market Insights

“Bulls vs Bears” is the essential weekly podcast from MPC Markets, offering an expert breakdown of the latest trends, insights, and analyses from our MPC Weekend Edition. Each episode, we delve into the dynamic world of stocks, commodities, and global markets, bringing you a comprehensive perspective on the pressing issues shaping the investment landscape.

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Bulls Vs. Bear: Weekly Updates

Bulls and Bear explores global economic patterns and impacts, providing crucial insights for informed investment and financial decisions.

Bulls vs. Bears

Weekend Edition EP96: IS OpenAI the Posterchild of AI, or the AI bubble

Nvidia faces increasing scrutiny after trading algorithms uncovered critical accounting red flags in its latest earnings report, highlighting issues beneath the headline growth. Key among these is a sharp rise in accounts receivable, with the company’s Days Sales Outstanding (DSO) spiking to 53 days—well above norms and suggesting customers are taking delivery of chips they can’t pay for, resulting in phantom revenue.​

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Bulls vs. Bears

Weekend Edition EP95: Tech Stocks smashed as Investors dig deeper into Nvidia results

Nvidia faces increasing scrutiny after trading algorithms uncovered critical accounting red flags in its latest earnings report, highlighting issues beneath the headline growth. Key among these is a sharp rise in accounts receivable, with the company’s Days Sales Outstanding (DSO) spiking to 53 days—well above norms and suggesting customers are taking delivery of chips they can’t pay for, resulting in phantom revenue.​

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Bulls vs. Bears

Weekend Edition EP93: Corporate Lay-offs signal weakness in US Labour market

U.S. and Australian markets have seen increased volatility and cautious sentiment, with a notable surge in U.S. layoffs, mixed performances across sectors, and shifting investor moods captured both in corporate results and social media reactions. Mark and Jonathan from MPC Markets take a bearish stance, highlighting investor anxiety, disconnects between market levels and sentiment, and the importance of staying informed and cautious as market dynamics evolve.​

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