Wall Street Breakfast Delayed jobs numbers drop today
Nov 20, 2025
The podcast discusses surprising job numbers showing relative steadiness. Exciting news emerges as Netflix considers theatrical releases for Warner Bros. films if the acquisition goes through. ByteDance's valuation impressively rises to $480 billion. In tech updates, Xiaomi's EV division turns a profit and Workday enhances capabilities with its acquisition of PipeDream. Brookfield plans ambitious AI infrastructure investments. Additionally, notable market movers like Nvidia and upcoming investor events are highlighted, ensuring listeners stay informed.
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Xiaomi's EVs Reached Profitability
- Xiaomi's EV division flipped to an operating profit in Q3, signaling early commercial viability.
- Management warns margins may fall next year due to reduced tax breaks and fierce competition.
Workday Expands AI Integration Stack
- Workday is acquiring PipeDream to embed AI-driven workflow integrations across popular business apps.
- The deal complements prior buys and closes in Q4 FY2026, details not disclosed.
Brookfield Targets Massive AI Infrastructure Build
- Brookfield aims to raise $10 billion to build up to $100 billion in AI infrastructure including data centers and semiconductors.
- Executives view AI-related infrastructure investment exceeding $7 trillion over the next decade.