Wall Street Breakfast Nvidia’s chip reign challenged
Nov 25, 2025
Nvidia faces new competition as Meta explores a multi-billion-dollar deal for Google AI chips, impacting stock prices. Bed Bath & Beyond has a plan to acquire The Brand House Collective for $26.8 million, aiming for strategic store conversions. Meanwhile, Spotify is looking to increase U.S. subscription charges by about $1. Other key market updates include an upcoming Q3 GDP estimate and shifts in the S&P index. Additionally, Keysight reports strong earnings, lifting its stock value.
AI Snips
Chapters
Transcript
Episode notes
Google TPUs May Break Nvidia's Pricing Edge
- Meta is reportedly exploring Google TPUs for its data centers, potentially starting in 2027 and leasing chips as soon as next year.
- That move could challenge NVIDIA and AMD by eroding their pricing power in AI chips.
BBBY Buys Kirkland's To Boost Merchandising
- Bed Bath & Beyond will acquire The Brandhouse Collective (Kirkland's) in a deal valuing THBC at about $26.8 million.
- The merger aims to integrate merchandising and store conversions and cut about $20 million in overlapping costs.
Spotify Readies U.S. Price Increase
- Spotify may raise U.S. subscription prices by about $1 to $10.99 as early as next week or in Q1 2026.
- This would be Spotify's first U.S. price hike since mid-2024 and follows earlier regional increases.