The Curve Finance Bros Assemble: We’re Talking AI.
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Happy Halloween from the trading floor (aka our studio) where Steven and Victor break down this week’s AI mayhem. We chat the $5T milestone and what chip demand really means, why a certain chatbot’s rumored mega-IPO could suck oxygen (and cash) from the room, PayPal’s new ChatGPT checkout moment, and earnings tea from Microsoft, Alphabet and Meta. Big takeaway: excitement is high, portfolios can quietly get AI-heavy, and rebalancing is your best friend: S&P 500 girlies, you’re already getting plenty of exposure. It’s educational, a little unhinged, and very watchable.
WTF Does That Mean? A Guide to All the Jargony Bits:
AI Boom - Everyone’s losing it over artificial intelligence.
Chips - The brain of AI. Not the potato kind.
IPO - A company’s first day on the stock market.
Valuation - What we think something’s worth.
Earnings Season - When companies spill their financial tea.Diversification - Don’t bet it all on one shiny stock.
Correction - The market’s hangover.
Long-Term Investor - The chill one who doesn’t panic.
Credits
Hosts: Victoria Harris & Sophie Hallwright
Producer & Editor: Emily Rigby
Social & Digital Manager: Lucy Munro
Chapters:
0:00 - Coming Up in Today’s Episode...
0:52 - Welcome to the Trading Floor!
4:06 - The First $5 Trillion Company on the Stock Market
9:54 - How AI Companies Are All Interconnected
23:19 - OpenAI Prepares for an IPO
35:31 - PayPal x ChatGPT
37:08 - It’s Earnings Season!
41:57 - Wrap-Up
43:21 - Thanks for Listening!
44:01 - Financial Disclaimer
44:29 - Outtake
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