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25th September – US AI stocks drift lower on Powell and Alibaba LLM advance
In this morning's edition of MPC Markets Morning Call, Mark Gardner discusses the current state of the US stock market, highlighting the impact of Federal Reserve remarks on rate expectations and the performance of various sectors. He delves into significant tech innovations, particularly Alibaba's new AI model and Tesla's manufacturing advancements. The conversation also touches on thematic investing trends, including AI and robotics, and concludes with market predictions and insights into upcoming earnings reports.
Takeaways
US growth and labor markets have softened.
Inflation remains above…
The skinny
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