Finance Bros Assemble: We’re Talking AI.

Update: 2025-11-02

Description

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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