Jared Mitovich
speaker
83 appearances
4 recordings
2 series
first heard Jan 2026
last heard 20 May
Jared Mitovich’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 4 in all, peaking in May 2026 with 1.
Appearances
There's a lot on the line here.
It's almost a make-or-break moment for whether this chip rally can continue or whether that blip that we saw ending earlier this week could be signs that this rally is petering out a little bit.
Investors were really looking for what NVIDIA's outlook is, not only in 2027, but even beyond that, what their spending looks like and where they see their business going later on this decade.
There's almost no question that the AI build-out is huge.
succeeding and going to benefit companies like NVIDIA in the next 12 to 18 months.
But now you're seeing traders scratch their heads and say, what happens after that?
You know, where does this go next?
Hey, listeners, it's Saturday, April 11th.
I'm Jared Midovich for The Wall Street Journal.
And this is What's News in Markets, our look at the biggest stock moves of the week and the news that drove them.
Let's get to it.
Investors kept their eyes on the Middle East this week, which began with increasingly dire warnings from President Trump that he would escalate the war in Iran.
Stocks stayed mostly muted as traders bet on another taco scenario, where Trump backs away from stated threats at the last minute.
That's what they got Tuesday evening when the president announced a two-week ceasefire with Iran, only 90 minutes before his deadline.
News of a ceasefire sent the major antics as soaring, though the truce is on shaky ground due to Israel's continued attacks on Lebanon.
Traders are also watching the outcome of talks scheduled for today between Tehran and Washington in Pakistan.
In the meantime, markets got a read on how surging oil prices from the war are affecting everyday prices and souring consumer sentiment.
On Friday, the March CPI report showed prices up 3.3% from a year earlier, the largest annual increase since May 2024.
Almost three quarters of the monthly increase was driven by higher gas costs.
Meanwhile, consumer sentiment fell this month to the lowest level recorded in the history of the University of Michigan survey.
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