Latest / MPC Markets Morning Call
Investors Brush Aside Macro in Favour of AI Optimism
AI optimism is back with a bang. The Nasdaq closed at its first record high since June as Meta's new AI agent, Muse, sent the stock up more than 11% and dragged chip names like Intel and Arm along for the ride — even as Nvidia lagged. Mark and Phil unpack why "inference" chips are having their moment, run through IDP Education, Telix and the ASX's flattest possible gain, and preview what to watch today: RBA Governor Michele Bullock at 1:10pm AEST, Fed speakers overnight, and Thursday's Trump–Xi summit in Washington.
General information only, not personal financial advice. MPC Markets Pty Ltd…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.