Shows / MPC Markets Morning Call
MPC Markets Morning Call
The MPC Markets Morning Call is a daily Australian stock market podcast hosted by Mark Gardner, Founder & CEO of MPC Markets. Published every weekday before the ASX opens, it covers overnight Wall Street moves, ASX sector outlooks, commodities, currencies, interest rates, and geopolitics ,everything Australian investors need to start the trading day. Mark brings nearly 30 years of experience across equities, derivatives, and structured investments. New episode every weekday morning. Subscribe…
Episodes
MPC Markets Morning Callmomentum & Iran hopes drive stocks higher
Dow hits a record, oil slides 5%, and Trump calls talks Iran's "last chance." Wall Street kicked off August with a broad rally — S&P 500 +1.5%, Nasdaq +2.1% —…
MPC Markets Morning CallAI Trade Back on as AI Cloud Bounces
Amazon's 15% surge on blockbuster AWS results revived the AI trade on Friday, while Situational Awareness — the hedge fund run by a former OpenAI researcher —…
MPC Markets Morning CallMicrosoft Pumps Up AI Hopes; Chip Stocks Soar
Microsoft's 15.5% surge reignited the AI trade overnight, adding ~$450 billion in market cap — the largest single-day gain for any company on record. Chip…
MPC Markets Morning CallFed Credibility in Question & META Smashed
The Fed held rates but three officials dissented for a hike, and 30-year yields surged to 2007 highs as the bond market questions the central bank's inflation…
MPC Markets Morning CallStock exposure broadens as AI and Chips Hit
Stock Exposure Broadens as AI and Chips Hit | 29 July 2026 The great rotation is accelerating. The Dow surged 1% and the S&P 500 rose on strong earnings, but…
MPC Markets Morning CallAI Angst Offsets Oil Decline as Nvidia Deals Reignite Circular Fears
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…
MPC Markets Morning CallStocks Fall Friday but open higher Monday on US Iran Hopes
Stocks Fall Friday, But Open Higher Monday on US/Iran Hopes — MPC Markets Morning Call, 27 July 2026 Wall Street's second straight weekly loss met three…
MPC Markets Morning CallInvestors Finally Wake up to Mounting Risks
Investors finally woke up to the risks we've been warning about. The Nasdaq fell 2.2% as Alphabet reported its first-ever negative free cash flow and Tesla…
MPC Markets Morning CallRisks Stack up Google Capex Raises Concerns
https://mpcinvest.co/BuytheDip Risks Stack Up: Google Capex Raises Concerns | 23 July 2026 Google raised capex to $205B and reported its first negative free…
MPC Markets Morning CallFOMO Buying Drives Chips Stock Bounce
Wall Street staged a solid comeback on Tuesday as dip buyers piled into battered semiconductor shares, lifting the Nasdaq 1.9% and the S&P 500 0.9% to 7,509…
MPC Markets Morning CallStock Downs Small Despite War Intensifying
Stocks down small despite the Iran war widening sharply — tenth straight day of US strikes, three soldiers dead, Houthis threatening a Saudi Red Sea blockade…
- MPC Markets Morning Call
China AI, Leverage & War See Markets Head Lower
Buy the Dip: https://mpcinvest.co/BuytheDipChina's Moonshot AI drops its Kimi K3 — a 2.8 trillion parameter model already beating top US large language models…
MPC Markets Morning CallInvestors Abandon "Sinking Chips"
TSMC posted a 77% profit jump, beat on every line, raised CapEx to $60–64 billion — and the stock fell 2.3%. That tells you everything about where sentiment…
MPC Markets Morning CallStocks higher on Inflation Delusion
PPI dropped to 5.5%. The target's 2%. The market's partying like inflation's fixed — it isn't. Fifth day of US strikes on Iran, Hormuz still closed, crude…
MPC Markets Morning CallSoft CPI Gives the Fed Cover & Relief Rally
CPI dropped to 3.5% and stocks bounced, but we think the celebration is premature — it's still well above target and mostly driven by oil prices rolling back…
MPC Markets Morning CallWall Street Slides on Chip Rout and Hormuz Closure
Oil's back at $80 and the Iran war is officially back on. Trump reimposed the Hormuz blockade and demanded a 20% toll on all shipping. Chip stocks got hammered…
MPC Markets Morning CallStocks to Open Lower as Hormuz Shuts Again
The US-Iran ceasefire is dead. Four days of strikes, 300 Iranian targets, and Tehran has closed the Strait of Hormuz until further notice. Trump says it's open…
MPC Markets Morning CallChips Rally as Markets Shrug Off Iran Strikes
Chip stocks powered Wall Street higher as investors brushed aside U.S.–Iran strikes. S&P 500 +0.8% to 7,541.83, Nasdaq +1.3%. SK Hynix raised $26.5B in the…
MPC Markets Morning CallWar On Risk Off Stocks Drop
Trump declared the Iran ceasefire "over" at NATO, launching a second day of strikes as markets closed. Oil surged past $80 before settling at $78.55. The S&P…
MPC Markets Morning CallStocks Lower led by Chips & Ceasefire Break
Samsung's record profit wasn't enough. Chip stocks got hammered across the board, with the Philly Semis down 4.7% and Intel off nearly 10%. The US hit Iran…
MPC Markets Morning CallChips Bounce Back as AI Trade Gets a Second Wind
Chip stocks snap a two-week losing streak on light post-holiday volume. AMD, Broadcom, TSMC all up big — Nvidia lagged on delay rumours. Dow at a record, S&P…
MPC Markets Morning CallDow hits Record, Chips Crater
Dow hits record 52,899 but chip stocks crater. June payrolls: 57k vs 115k expected. Rate hike odds slashed. We cover the jobs miss, what it means for the Fed…
MPC Markets Morning CallSemis get CRUSHED as GPU Demand Slashed
Book a Portfolio Review: https://www.mpcmarkets.com.au/portfolio-review/Semiconductor stocks were hammered today after reports that OpenAI has dramatically cut…
MPC Markets Morning CallBest Quarter in Six Years, Chips Steal the Show
Best quarter in six years and chips stole the show. SOX up 88% for the quarter — its best ever. Micron quadrupled. Intel trebled. And the Mag Seven? Down 4%…
MPC Markets Morning CallDow Hits Record as Tech Bounces
The Dow closed at a record 52,182 as Alphabet debuted in the index and tech staged a sharp rebound from last week's semiconductor selloff. Mark Gardner breaks…
MPC Markets Morning CallChips Crumble, Iran Flares and the Fed Stays Hawkish
The chip index dropped 7.9% last week while Iran broke the ceasefire and struck two ships in the Strait of Hormuz. Oil barely moved. The Fed's Kashkari has…
MPC Markets Morning CallChip Rally Has Consequences for Hyperscalers
Micron's blowout AI earnings sent memory stocks surging 16% — but the consequences hit fast. Apple raised prices across MacBooks and iPads by up to $500…
MPC Markets Morning CallTech Jitters Ease on Micron's Blowout Earnings
Micron Technology crushed Wall Street expectations overnight, reporting Q3 revenue of $41.5 billion (a $6.2 billion beat) with cloud memory up 307%…
MPC Markets Morning CallChip-Wrecked
MPC Markets Morning Call — 24 June 2026: Global Stocks Get Chip-Wrecked The headline writers got their byline this morning: markets got chip-wrecked. South…
MPC Markets Morning CallTech Bleeds, Oil Retreats, Middle East Talks Grind On
Wall Street ended mixed on Monday as a wave of AI talent departures punished Alphabet and a post-IPO hangover accelerated SpaceX's three-day rout — while…
MPC Markets Morning CallWeek Ends on a Cautious Note
US cash markets were closed Friday for Juneteenth, but global stocks stalled heading into the weekend as US-Iran peace talks opened at Bürgenstock…
- MPC Markets Morning Call
Tech Powers Rally as Tech Hits Record Highs
Chip stocks are soaring! Join Finn Judell for a comprehensive market breakdown covering today's biggest moves:Key Topics:🔹 Semiconductor Surge - Intel surges…
MPC Markets Morning CallStocks Get Hit as a New Sheriff Arrives in Town
The Warsh era at the Federal Reserve began with a decisive hawkish tilt — rates were held at 3.50–3.75% but updated projections show nine of 18 officials…
MPC Markets Morning CallStocks Slip Ahead of Fed Meeting
The Dow closed above 52,000 for the first time ever, but beneath the surface a fierce rotation out of tech and into financials, industrials and real estate…
MPC Markets Morning CallIran Peace Deal Sends Oil Plunging, Equities Soaring
The US and Iran have signed a memorandum of understanding for a 60-day ceasefire extension — not a full peace deal, but enough to send oil plunging to $81 and…
MPC Markets Morning CallSpaceX, SpaceX, SpaceX (and an Iran deal)
SpaceX, SpaceX, SpaceX — and an Iran deal. The world's largest IPO closed up 19.2% at $160.95, valuing SpaceX at $2.1 trillion and making Elon Musk the world's…
MPC Markets Morning CallStocks Jump as Trump Announces 39th Peace Deal
Stocks Jump as Trump Announces 39th Peace Deal | MPC Markets Morning Call — 12 June 2026 Wall Street surges as Trump declares an Iran peace deal — again. The…
MPC Markets Morning CallHot Stock Market gets burned by even hotter inflation
Wall Street got burned overnight — the hot AI bull market finally met hotter inflation. US CPI hit 4.2% YoY (highest since April 2023), Trump struck Iran for a…
MPC Markets Morning Callis the Chip Stock Run Over?
The semiconductor rally that powered Wall Street to record highs has stalled. Apple fell 3.6% on a tepid WWDC, the SOX index dropped 2%, and the Nasdaq is down…
MPC Markets Morning CallFreakout Friday into Mild Rebound Monday
Freakout Friday, Mild Rebound Monday — MPC Markets Morning Call | 9 June 2026Wall Street's worst day of 2026 was followed by a cautious rebound. Here's what…
MPC Markets Morning CallInvestors go Old School as tech sold Dow up
Wall Street delivered a tale of two markets overnight as the Dow surged to a record high while the Nasdaq slipped on a Broadcom-led semiconductor selloff. The…
- MPC Markets Morning Call
Tech Wobbles Snap Nine-Day S&P500 Winning Streak
The S&P 500's nine-day winning streak finally snaps — but is this the pullback we've been waiting for, or just a blip?In today's morning call, Jonathan…
- MPC Markets Morning Call
Wall St Climbs as Bitcoin Stumbles
Sign up for the Software Survivors 2.0 Webinar: https://mpcinvest.co/SaaScentionWelcome to today's episode of The Morning Report with your host, Finn…
- MPC Markets Morning Call
Fresh Records As Software Stocks REBORN!
🚨 Morning Markets Update: Software Stocks Are ON FIRE! 🔥 Apologies for the technical issues, but we’re diving straight into this red-hot market! The software…
MPC Markets Morning CallAI Boom masks Iran Limbo
US Stock Market Hits Fresh Records as AI FrenzyIntensifies | Market Recap US equities surged to new all-time highs on Friday, markingthe S&P 500’s ninth…
MPC Markets Morning CallRecord Highs again n Ceasefire extension & AI
🚨 MARKET RECAP: S&P 500 & Nasdaq Smash ALL-TIME HIGHS Despite Iran War Tensions 🚨US stocks just delivered one of the strongest days of 2026 — all three major…
MPC Markets Morning CallStocks hit Fresh Records on AI Momentum
Wall Street kicked off the holiday-shortened week with the S&P 500 rising 0.6% to a record close of 7,519.47, driven by a blistering rally in semiconductors…
MPC Markets Morning CallBond Rout and Record Low Sentiment Flash Warning
Wall Street closed out an eighth consecutive winning week — its longest since December 2023 — with the Dow Jones Industrial Average printing a fresh all-time…
MPC Markets Morning CallDow Back at Records as Iran Deal Hopes Crush Oil
Wall Street climbed to fresh highs Thursday as hopes for a US–Iran peace deal drove a sharp pull-back in oil prices and lifted sentiment across global markets…
MPC Markets Morning CallStocks Soar as Trump Says Iran Talks in “Final Stages” and Nvidia Delivers
Wall Street surged on Wednesday as Trump said Iran talks were in the “final stages,” sending oil plunging 5.5% and lifting both stocks and bonds. The S&P 500…
MPC Markets Morning CallBond Yields Hit 2007 Highs as Inflation Fears Grip Markets Ahead of Nvidia
📉 Wall Street tumbled overnight as 30-year US Treasury yields hit their highest level since 2007, with inflation fears from the Iran war gripping markets ahead…
MPC Markets Morning CallStocks Lower as Bond Yields Sound Inflation Alarm
The S&P 500 fell 1.24% to 7,408.50, the Nasdaq dropped 1.54% to 26,225.15, and the Dow slid 1.07% to 49,526.17 — the biggest selloff since March as a global…
MPC Markets Morning CallChip Stocks and China
The S&P 500 surged above 7,500 for the first time on Thursday as Trump hailed “extremely positive and constructive” talks with Xi, the US cleared Nvidia H200…
MPC Markets Morning CallInflation comes in (PPI)ping Hot, Stocks Don’t Care
The S&P 500 rose 0.6% to a record 7,444.04 and the Nasdaq surged 1.2% to 26,402.34, both record closes, while the Dow slipped 0.1% to 49,693.20. The rally was…
MPC Markets Morning CallChip stocks wobble on Hot CPI, Australian Budget looms large for ASX
The rally finally hit a wall on Tuesday as a hotter-than-expected CPI print and a 3% plunge in chipmakers dragged the S&P 500 from its record, while oil surged…
MPC Markets Morning CallChips Stocks Soar Trump squashes Iran Deal
US equities finished the week at fresh records, with the S&P 500 rising 0.8% on Friday to cap a sixth straight weekly advance — the longest since 2024. The…
MPC Markets Morning CallStocks take a breather on Iran deal doubts
Wednesday’s euphoria evaporated on Thursday as doubts resurfaced over the US–Iran peace proposal. The S&P 500 fell 0.4% to 7,335.66, the Dow dropped 0.6%, and…
MPC Markets Morning CallChips and hopes of Peace drive Stocks to Record Highs
Wall Street surged to fresh records on Wednesday as the US presented Iran with a one-page memorandum of understanding to end the war, sending oil tumbling…
MPC Markets Morning CallOil Up, Stocks Down as Hormuz Escalates
The US-Iran conflict intensified overnight as Trump launched “Project Freedom” to escort vessels through Hormuz, triggering Iranian missile fire on US…
MPC Markets Morning CallStocks Finish Month at Record Highs, Best Since 2020
US equities surged to close out April with the S&P 500’s best month since November 2020, gaining 10.4% to close above 7,200 for the first time. GDP data showed…