Скачать или смотреть Morning Market Briefing — June 11: $500B Pivot on Warsh Fed Nomination

Feb 3 Market News: Warsh nomination sparks market rally + 4 more stories

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00:00 Warsh Pivot and market reaction, why the Dow exploded higher
01:25 US-India $500B trade deal, tariffs and energy realignment
02:40 AI divide, Palantir beats and NVDA under pressure
04:05 Quick hits: silver crash, natural gas plunge, Devon merger
05:10 What to watch today: Fed speeches, JOLTS, AMD & Supermicro earnings
05:50 Closing takeaway

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🎯 Featured in today's episode:
The Warsh Pivot, Powell replacement and higher-rate implications
US-India trade pact, energy shift and tariff cuts (impact on Signet)
AI earnings split: Palantir (PLTR) surge vs NVIDIA (NVDA) skepticism
Commodities carnage: silver crash and natural gas drop
Devon Energy (DVN) deal and what it means for reindustrialization
Tonight's earnings to watch: AMD (AMD) and Supermicro (SMCI)

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