Bulls vs. Bears
de MPC Markets
Episódio mais recente
Bulls Vs Bears EP143 - Hyperscalers Cash Burn
Bulls Vs Bears EP143 - Hyperscalers Cash Burn
Sobre este podcast
Bulls vs Bears is a weekly Australian stock market podcast from MPC Markets. Every Friday, Mark Gardner, Jonathan Tacadena, and Kai Chen wrap up the week in markets, what moved, what mattered, and where the opportunities are heading into next week. Part weekly market recap, part investment debate, part Friday afternoon pub chat. The team covers ASX and US stocks, sector themes, commodities, macro trends, and the bull and bear case on the ideas that matter most. New episode every Friday. Subscribe for your weekly market wrap.
Episódios
Os 20 episódios mais recentes de 142
- Bulls Vs Bears EP143 - Hyperscalers Cash Burn · 35 min · Temporada 2 Episódio 143AI demand is booming. So why are investors selling?This week on Bulls vs Bears, the MPC Markets team unpacks hyperscaler cash burn, soaring AI infrastructure spending and why…
- Everybody HATES Datacenters · 1 h 5 min · Temporada 2 Episódio 142Everybody HATES Datacenters (NOT IN MY BACKYARD)NextDC can’t expand in Lane Cove or Footscray. The SOX is 27% off its highs and sitting on the 200-day. Up to 70% of the world’s…
- Hot Inflation & Coreweave Credit Crunch · 55 min · Temporada 2 Episódio 140Hot inflation (fuel-driven PPI and CPI), a $1.9 trillion SOX drawdown and CoreWeave’s credit situation dominate this week’s Bulls vs Bears. We look at why the inflation numbers…
- Is it Over? OpenAI & Firmus Flop · 51 min · Temporada 2 Episódio 140OpenAI printed $50 billion. The figure in circulation was $68 to $70 billion. A $20 billion miss, against commitments that need 75 to 80 per cent compounding for three years. On…
- Inflation & SUPER INTELLIGENCE · 59 min · Temporada 2 Episódio 139CPI at 4%. A White House AI pact with zero legal force. And 59% of the S&P already more than 20% off its highs.This week Mark, Kai, Jonathan and Finn (Phil is on the boat) sit…
- Bond Yields Spike but Meta Muse Saves the Market · 57 min · Temporada 2 Episódio 138Bond Yields Hit 5.21%. Stocks Didn’t Get the Memo Risk-on in equities. Bond yields up 20 basis points in a few days. That pairing is usually mutually exclusive. The US 10-year…
- Will they Actually Slow Down AI? · 55 min · Temporada 2 Episódio 137Will they actually slow down AI? Dario Amodei, Sam Altman and Elon Musk say we should pace AI development — but we're not buying it. The three leaders of the AI race all agreeing…
- 10% Chance AI Kills Us All · 52 min · Temporada 2 Episódio 136Oil at $103. Treasury yields at 5%. Trump handing out $5,000 cheques. And former AI safety researchers say there's a 10%+ chance artificial intelligence ends humanity within the…
- Oil Catches Fire, Nvidia pays 13b for Hugging Face · 48 min · Temporada 2 Episódio 135Oil hit $93, Fed rate hike odds swung wildly, and Nvidia bought Hugging Face for $12.9 billion. Three simultaneous shocks heading into September, historically the worst month for…
- In Jensen we Trust · 46 min · Temporada 2 Episódio 134Jensen Huang has done it again. NVIDIA posted $59.7 billion in net income, more than 12 iconic companies combined, on 70% margins. Software stocks are surging, the SaaSpocalypse…
- US Debt Hits $40T, Gold Surges & ASX Earnings Winners and Losers · 36 min · Temporada 2 Episódio 133US debt hits $40 trillion. Bitcoin surges 20%. Moderna rockets 177% on a breakthrough cancer treatment. And Bessent starts buying the long end of the curve — is this the white…
- The Forgotten Themes of 2026 · 48 min · Temporada 2 Episódio 132Bulls vs Bears Ep. 132 — The Forgotten Themes of 2026. It's been a quiet week, so the team digs into the thematics that got buried by geopolitics and headlines. Rare earths are…
- EP131: AI & SaaS Bounce as Investors Regain Bull-ief · 47 min · Temporada 2 Episódio 131EP131: AI & SaaS Bounce as Investors Regain Belief The full crew reunites — JT's back from holiday, Phil's settling in, and markets are at all-time highs across the board. Record…
- EP130: CHIPLASH · 32 min · Temporada 2 Episódio 130Memory chip stocks delivered some of the most violent moves we've ever seen this week — Micron down 9% then up 18%, SK Hynix down 15% then up 29%. The index barely moved. Welcome…
- EP129: Hyperscalers Turn Into Hyper-Spenders · 38 min · Temporada 2 Episódio 129We welcome Phil Deloughery to the team and dive straight into the hyperscaler CapEx blowout — Google's first-ever negative free cash flow quarter, Oracle's spend ballooning 26x…
- EP128: is it time to "Abandon Chip" or buy the "Chip" · 51 min · Temporada 2 Episódio 128Chip stocks are getting hammered. TSMC beat earnings by 10%+ and still dropped. Netflix lost 9% after pulling more transparency. IBM got flogged 37%. Is this the dip to buy — or…
- EP127: Be fearful when others are greedy · 38 min · Temporada 2 Episódio 127The optimists are away — JT's sailing to Japan and Finn's in Tonga with the whales — so the ex-bond traders are running the show. Mark walks through 12 risk factors that have…
- EP126: The Half Time Report · 49 min · Temporada 2 Episódio 126The best first half in the Dow in fifty years is in the books. Mark, Kai and guest Finn unpack a monster six months — the record SOX rally, why chips just cracked (Micron down…
- EP125: Chips Ahoy! · 36 min · Temporada 2 Episódio 125Micron beat earnings by $6 billion and hit record highs. Memory chip stocks — MU, SK Hynix, SanDisk, Lam Research — are all running. The catch? It's coming out of the Mag-7's…
- EP124: The next Mega IPO's · 49 min · Temporada 2 Episódio 124Bulls vs Bears EP124: The Next Mega IPOs — SpaceX, OpenAI vs Anthropic & What Actually Matters SpaceX just listed. OpenAI is burning $14B this year. Anthropic just hit a $965B…
