Podcast thumbnail for DeepMarket: US Stocks Daily

DeepMarket: US Stocks Daily

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by DeepMarket

76 episodes
Updated Daily
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Podcast Overview

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

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Publishing Since

3/20/2026

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Recent Episodes

Episode thumbnail for 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

July 22, 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

A server maker misses the spirit of a growth trade, then rallies anyway. Nvidia buys a piece of the cloud layer and suddenly the AI story looks less like a chip boom and more like a self-funded empire. But beneath the excitement, a harder question is surfacing: who actually earns money from this capex explosion, and who just reports beautiful headline numbers while free cash flow disappears? In this episode, we unpack SMCI's margin shock, Nvidia's Nebius move, why Alphabet's earnings may be more illusion than insight, and why Tesla could face a much tougher test than its delivery numbers suggest. Add oil above 87, a 4.62 percent 10-year yield, and a surprise 50 percent Canada tariff, and the calm surface starts to crack. Full report: https://deepmarket.report/en/report/us_stocks/2026-07-22?utm_source=podcast&utm_medium=rss&utm_campaign=podcast-us_stocks-en&utm_content=2026-07-22-en&utm_term=report_link

Episode thumbnail for 2026-07-21:Nvidia is Now Acting as a Sovereign Lender to the AI Ecosystem, While SpaceX Braces for a $123 Billion Margin Call

July 21, 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

Nvidia isn’t just selling chips anymore, it may be quietly acting like the lender of last resort for AI infrastructure, while SpaceX stares down a lockup event that could unleash $123 billion in stock supply. In the same market, silver is suddenly behaving less like a hedge and more like a necessity for data centers, Danaher is hinting that a hidden recovery may be underway in life sciences, and Exxon is trying to trade through geopolitical noise that crude itself refuses to fully believe. Is this a healthy rotation, or a market built on carefully stacked props? The answer may be more surprising than the headlines suggest. https://deepmarket.report/en/report/us_stocks/2026-07-21?utm_source=podcast&utm_medium=rss&utm_campaign=podcast-us_stocks-en&utm_content=2026-07-21-en&utm_term=report_link

Episode thumbnail for 2026-07-20:Moonshot's GPU Squeeze Ignites a Memory Chip Melt-Up Just as CTAs Approach Nasdaq Liquidation Triggers

July 20, 2026

2026-07-20:Moonshot's GPU Squeeze Ignites a Memory Chip Melt-Up Just as CTAs Approach Nasdaq Liquidation Triggers

A giant Chinese AI model hits capacity, and suddenly the market’s forgotten memory-chip trade is back from the dead. But just as Micron catches a five percent pre-market bid, the Nasdaq is hovering near a level where trend-following funds could flip from buyers to sellers. Is this the start of a new AI hardware leg, or a beautifully timed head fake? We unpack why First Citizens’ shocking pre-market plunge may not be the contagion signal it appears to be, why Travelers is becoming the unlikely hero of the tape, and why SpaceX’s Starship bounce may run into a wall of lock-up supply. Beneath the calm surface, the market is splitting in unusual ways. Full report: https://deepmarket.report/en/report/us_stocks/2026-07-20?utm_source=podcast&utm_medium=rss&utm_campaign=podcast-us_stocks-en&utm_content=2026-07-20-en&utm_term=report_link

76 total episodes available

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Frequently asked questions

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What is 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.

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

How often does this podcast release new episodes?

This podcast updates daily.

Where can I listen to this podcast?

This podcast is available on 4 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.

Does this podcast accept guests?

Information about guest appearances is not available.

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