Morning Brew Daily Nvidia Throws $5B Lifeline to Intel & Amex Ups Annual Fee to $895
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Sep 19, 2025 The hosts dive into Nvidia's impressive $5B investment in Intel, signaling a major shift in the tech landscape. They also discuss American Express's bold move to raise its annual fee to $895, promising luxury perks worth $3,500. In a surprising twist, Ticketmaster faces an FTC lawsuit over bot issues and unfair fees. Meanwhile, rising cocaine use and challenges facing Dave & Buster's reflect broader trends in crime and retail. The podcast wraps up with intriguing updates on the media landscape from the FCC.
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Nvidia Backs Intel To Strengthen U.S. Chips
- Nvidia's $5B stake signals a strategic shift from rivalry to partnership in chips.
- The U.S. government actively pushed the deal to bolster domestic chipmaking capacity.
AI Upset The Chip Hierarchy
- Nvidia's GPU-led AI boom flipped industry rankings, making Nvidia vastly more valuable than Intel.
- Intel still matters for U.S. manufacturing despite trailing TSMC in process tech.
Manage Platinum Credits Or Lose Value
- Track premium card credits if you hold Amex Platinum to extract value.
- Use Amex's new app/dashboard to manage complex credits and avoid missing benefits.