WSJ July 10th Deep Analysis, NVIDIA $4 Trillion Breakthrough

WSJ July 10th core dynamics: NVIDIA becomes first company to breach $4 trillion market cap, AI revolution drives tech stocks to new highs. Key market indicators show VIX panic index drops below 16, 10-year Treasury yield falls to 4.341%, investor sentiment significantly improved. Fed internal policy divergence intensifies, Powell hints at potential summer-end rate cuts. Active M&A: Merck's $10B Verona Pharma acquisition, Ferrero's $3B Kellogg deal. AI spawns "Vibe Coding" paradigm but triggers copyright disputes. Trade tariff impacts persist: US warehouse vacancy hits 11-year high at 7.1%, copper prices surge on 50% tariffs. Public health alert: measles cases spike to 1,288, 33-year high, vaccination rates fall below herd immunity threshold. Geopolitical reshaping: UK-France nuclear coordination, Trump attacks Harvard accreditation.

Om Podcasten

Two CFA professionals crack open everyday’s Wall Street Journal, distilling the essential headlines, the biggest winners and losers. The show is conversational—no jargon, no rambling—but backed by decades of combined experience on the research desk and trading floor. Perfect for your commute, coffee break, or pre-market scan.