AI Angst Offsets Oil Decline as Nvidia Deals Reignite Circular Fears

from MPC Markets Morning Call · host MPC Markets

Nvidia fell 5% as $750B+ in AI deals raised circular financing concerns, ASML sank 8.3% on Chinese DUV lithography reports, and oil plunged 8.4% on the US-Iran strike pause. Mark breaks down the semiconductor selloff, China's chip breakthrough with CXMT's explosive IPO, why peak opinion dispersion may signal a turning point, and what's ahead with the RBA decision, FOMC, and megacap earnings from Microsoft, Meta, Apple and Amazon. Plus: last call on Buy the Dip closing Thursday.

Episode metadata supplied by the publisher feed · Published Jul 27, 2026

Embed this episode

Attribution link and audio player

NOW PLAYING

AI Angst Offsets Oil Decline as Nvidia Deals Reignite Circular Fears

0:00 15:52

1×

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

Share this episode

Similar Episodes

No similar episodes found.

Similar Podcasts

No similar podcasts found.

Frequently Asked Questions

How long is this episode of MPC Markets Morning Call?

This episode is 15 minutes long.

When was this MPC Markets Morning Call episode published?

This episode was published on July 27, 2026.

Can I download this MPC Markets Morning Call episode?

Yes. Use the download control on the episode player to save the publisher-provided media file.

URL copied to clipboard!