Wall Street Breakfast Broadcom gets the OpenAi bump
Oct 13, 2025
Broadcom and OpenAI are teaming up to create 10 gigawatts of custom AI accelerators, pushing innovation forward. Paramount is gearing up for another bid for Warner after an initial offer was rejected. Beyond Meat faces a drastic share plunge due to a massive debt swap diluting its stock. Rare earth stocks are surging as traders respond to China's export limits, while a deal between Bloom Energy and Brookfield aims to power global AI factories. Lastly, silver prices approach historic highs amid a continuing short squeeze.
AI Snips
Chapters
Transcript
Episode notes
OpenAI-Broadcom Hardware Collaboration
- OpenAI will design custom AI accelerators and partner with Broadcom to build and deploy them at scale.
- The collaboration embeds model learnings into hardware to boost capability across OpenAI and partner data centers.
Paramount Preparing A Second Bid
- Paramount Skydance is preparing another bid for Warner Bros. Discovery after an earlier $20 offer was rejected.
- WBD shares reacted, trading near $18 on the takeover chatter and bid dynamics.
Beyond Meat Debt Swap Causes Dilution
- Beyond Meat announced a debt swap that converts over $1.1 billion of 2027 notes into new notes and more than 300 million shares.
- The exchange caused heavy dilution fears and sent the stock sharply lower.