DeepMarket: US Stocks Daily

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~6 min episodes

About DeepMarket: US Stocks Daily

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.

Language: English
Type: podcast

Episodes(50)

1
2026-08-13：The AI Capex Divergence: Intel Dilutes to Survive at $95 While Optical Networks (LITE) Print 50% Margins on AI Datacenter Demand
16 Aug5m
2
2026-08-12：Compute Is Now an Asset Class: Nvidia's $500B Wall Street Consortium Signals the End of the AI Equity-Only Phase
16 Aug6m
3
2026-08-11：The AI Trade Just Became a Credit Market: Nvidia's $500B Infrastructure Debt Pivot Signals the End of Equity-Only Scaling
16 Aug5m
4
2026-08-10：Bad News is the New Liquidity: How a Shock 23K Job Contraction Just Built the Ultimate Fed Put for Equities
16 Aug4m
5
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
16 Aug6m
6
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
16 Aug6m
7
2026-08-04：Palantir's 47% Core Operating Margin Proves AI Monetization is Real — While SpaceX's $13B Capex Bill Tests Market Patience
16 Aug6m
8
2026-08-03：The Great AI Bifurcation: Why Hyperscaler Capex Burners Are Plunging While Silicon-Integrated Clouds Inherit the Earth
16 Aug6m

+42 more — listen on the platforms above

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About DeepMarket: US Stocks Daily

Language: English
Type: podcast

Episodes(50)

2026-08-13：The AI Capex Divergence: Intel Dilutes to Survive at $95 While Optical Networks (LITE) Print 50% Margins on AI Datacenter Demand

16 Aug5m

2026-08-12：Compute Is Now an Asset Class: Nvidia's $500B Wall Street Consortium Signals the End of the AI Equity-Only Phase

16 Aug6m

2026-08-11：The AI Trade Just Became a Credit Market: Nvidia's $500B Infrastructure Debt Pivot Signals the End of Equity-Only Scaling

16 Aug5m

2026-08-10：Bad News is the New Liquidity: How a Shock 23K Job Contraction Just Built the Ultimate Fed Put for Equities

16 Aug4m

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

16 Aug6m

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

16 Aug6m

2026-08-04：Palantir's 47% Core Operating Margin Proves AI Monetization is Real — While SpaceX's $13B Capex Bill Tests Market Patience

16 Aug6m

2026-08-03：The Great AI Bifurcation: Why Hyperscaler Capex Burners Are Plunging While Silicon-Integrated Clouds Inherit the Earth

16 Aug6m

+42 more — listen on the platforms above