DeepMarket: US Stocks Daily

DeepMarket: US Stocks Daily delivers AI-powered market briefings every trading day. In under 5 minutes, our AI host and analyst break down the key trends, notable stock movements, and risk factors you need to know. Backed by 10,000+ word research reports with full data, charts, and valuation models at deepmarket.report. New episodes published daily before US market open. For informational purposes only. Not personalized investment advice. Full reports and data charts: https://deepmarket.report/en/podcast/us-en?utm_source=podcast&utm_medium=rss_channel&utm_campaign=podcast-us_stocks-en&utm_content=feed-us-en&utm_term=channel_link

DeepMarket: US Stocks Daily is a business podcast hosted by Unknown Host, with 94 episodes on record and a Required Pod Score of 80. PitchCentric scores this show on Booking Probability, Listen Score, and live audience signals refreshed every 24 hours.

Unknown Host hosts DeepMarket: US Stocks Daily, a business show with 94 episodes published.

Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.

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  DeepMarket: US Stocks Daily

  2026-08-21：The "Bessent Put" is Dead on Arrival: Why a $4B Treasury Buyback Can't Save Equities From Walmart's Q4 Price War

  Aug 21, 20266 min

  A Treasury buyback was supposed to steady the market. Instead, the 30-year yield climbed back above 5.25%, exposing a fiscal problem that four billion dollars cannot disguise. Then Walmart beat earnings and lost 9%, revealing why a 2.9-billion-dollar tariff refund could ignite a price war across more than 11,000 products. Is the consumer weakening, or is retail preparing for a brutal fight over market share? Meanwhile, Bitcoin cleared 75,000 dollars as billions in short positions vanished, while Nvidia faces a far higher test than its headline revenue target. Can margins survive the next AI spending chapter? Follow the bond yields, retail prices, crypto flows, and one critical earnings number in this episode. https://deepmarket.report/en/report/us_stocks/2026-08-21?utm_source=podcast&utm_medium=rss&utm_campaign=podcast-us_stocks-en&utm_content=2026-08-21-en&utm_term=report_link

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  DeepMarket: US Stocks Daily

  2026-08-20：The Treasury's Stealth QE Saves the Long End, Moderna Breaks the Biotech Scale, and Broadcom Bleeds Google to Marvell

  Aug 20, 20266 min

  The bond market was sliding, long yields were pressing toward two-decade highs, and then the Treasury stepped in. Did a quiet shift in long-bond buybacks just create a new market backstop, or only buy investors some time? In this episode, DeepMarket follows the trail from a 5.34% 30-year yield to Bitcoin's 11.5% surge, then into Google's move that sent Marvell higher and put Broadcom's custom-silicon moat under fresh scrutiny. We also unpack Moderna's astonishing 177% re-rating after its melanoma breakthrough, why the next opportunity may not be Moderna itself, and why Walmart's impressive buyback still faces a difficult chart. The real question: which signals are durable, and which are just liquidity talking? https://deepmarket.report/en/report/us_stocks/2026-08-20?utm_source=podcast&utm_medium=rss&utm_campaign=podcast-us_stocks-en&utm_content=2026-08-20-en&utm_term=report_link

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  DeepMarket: US Stocks Daily

  2026-08-19：The AI Hardware Trap: Why Fabrinet's 45% Growth Triggered a 20% Crash While 30-Year Yields Break 5.3%

  Aug 19, 20266 min

  Fabrinet delivered the kind of quarter investors usually celebrate: revenue up 45 percent, earnings ahead of estimates, and data-center demand surging. Then the stock lost a fifth of its value. What did the market see that the headline numbers missed? In this episode, we examine the free-cash-flow trap spreading through AI optics, why a 29 billion dollar SK Hynix share cancellation could quietly strengthen Micron's case, and why Analog Devices still cannot prove the industrial recovery on the chart. We also uncover the 994 million dollar twist behind Target's earnings miracle, while Lowe's reveals where high mortgage rates are still biting. Above it all, a 5.3 percent 30-year yield is rewriting the rules. https://deepmarket.report/en/report/us_stocks/2026-08-19?utm_source=podcast&utm_medium=rss&utm_campaign=podcast-us_stocks-en&utm_content=2026-08-19-en&utm_term=report_link

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  DeepMarket: US Stocks Daily

  2026-08-18：5.3% is the New Gravity: How $91 Crude and a Dead Ceasefire Just Broke the AI Hardware Trade

  Aug 18, 20265 min

  A 5.3% long-bond yield, a ceasefire that has collapsed, and only six ships crossing the Strait of Hormuz: is the market witnessing a routine rotation, or the end of the easy AI trade? We examine why Marvell and Western Digital are being sold despite constructive charts, why Exxon may be gaining a risk premium that does not disappear with one diplomatic headline, and how SpaceX's $60 billion Cursor acquisition could turn a rocket company into an enterprise AI heavyweight. Then comes the overlooked pressure point: a 50% Canadian tariff and a Home Depot earnings beat powered by higher prices while transactions decline. Which signals are real, and which are crowded trades unwinding? https://deepmarket.report/en/report/us_stocks/2026-08-18?utm_source=podcast&utm_medium=rss&utm_campaign=podcast-us_stocks-en&utm_content=2026-08-18-en&utm_term=report_link

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  DeepMarket: US Stocks Daily

  2026-08-17：Nvidia Shrinks Its Balance Sheet: Why Slashing the $250B OpenAI Guarantee Marks the End of Vendor-Financed AI

  Aug 17, 20265 min

  Nvidia just cut a proposed OpenAI guarantee from $250 billion to under $120 billion, yet it is still putting $1.5 billion into the Ohio AI build-out. Is that a retreat from AI financing, or the first sign that power, not GPUs, now controls the next phase of the trade? We follow the ripple effects through optical networking, where Lumentum's chart is constructive while Coherent tells a sharply different story. Then the plot shifts to a consumer pulling back: retail sales fell 0.6%, sentiment hit 51, and inflation expectations rose to 4.3%. Add a $2 trillion AI valuation based on 2028 revenue and disrupted energy routes near Hormuz, and the market's calm surface starts to look very selective. Full report: https://deepmarket.report/en/report/us_stocks/2026-08-17?utm_source=podcast&utm_medium=rss&utm_campaign=podcast-us_stocks-en&utm_content=2026-08-17-en&utm_term=report_link

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