Wall Street Breakfast S&P 500 shuffle sparks market moves
Sep 8, 2025
The podcast dives into recent market shifts, highlighting Robinhood and AppLovin's stock surges after joining the S&P 500. Conversely, Strategy faced a setback due to exclusion. Alibaba's significant investment in X Square Robot showcases their interest in robotics. Meanwhile, OpenAI's ambitious plan for an AI-driven jobs platform aims to challenge LinkedIn. The discussions reflect the dynamic interplay of technology and finance, revealing how innovations are reshaping the industry.
AI Snips
Chapters
Transcript
Episode notes
S&P Inclusion Moves Stocks Quickly
- Inclusion in the S&P 500 triggers immediate, sizable stock moves for added companies.
- AppLovin and Robinhood jumped ~7.5% on the news while Strategy slipped after missing out.
Alibaba Backs Humanoid Robotics
- Alibaba led part of a $140M funding round into XSquare Robot, signaling big tech backing for humanoid robotics.
- XSquare now has $280M total funding and launched an open-source embodied AI model plus a Quanta X2 humanoid.
OpenAI Targets Jobs And Training
- OpenAI plans an AI-driven jobs platform and expanded learning hub that could compete with LinkedIn.
- The service aims to help big firms and local governments and may launch by mid next year with new certification tracks.