MRKT Matrix - Tuesday, September 2nd

• Dow closes down about 250 points to kick off September on tariff worries, rising bond yields (CNBC)
• Analysts Increasing EPS Estimates Slightly for S&P 500 Companies for Q3 (FactSet)
• Treasury yields jump on prospect of U.S. having to refund tariff money; 30-year yield tops 4.97% (CNBC)
• Companies Reap Cash Savings From Trump’s New Tax Law (WSJ)
• US manufacturing activity contracts for sixth straight month in August: 'It's survival' (Yahoo Finance)
• AI Euphoria to Fuel 20% S&P Rally by End-2026, Evercore ISI Says (Bloomberg)
• Anthropic raises $13 billion funding round at $183 billion valuation (CNBC)
• US Pulls TSMC’s Waiver for China Shipments of Chip Supplies (Bloomberg)
• Musk looks past Tesla sales slump, says 80% of value will come from Optimus (CNBC)
• EV Deals Are Booming Ahead of Tax-Credit Expiration (WSJ)
• Amazon cracks down on Prime free shipping sharing (CNBC)

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MRKT Matrix by RiskReversal Media is a daily AI powered podcast bringing you the top stories moving financial markets

Story curation by RiskReversal, scripts by Perplexity Pro, voice by ElevenLabs