Francesca Fontana

speaker

586 appearances 22 recordings 1 series first heard Feb 2025 last heard 10 Jan

Francesca Fontana’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 9 in all, peaking in Dec 2025 with 3.

Appearances

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WSJ What’s News · What’s News in Markets: AI Deals, Trump on Pharma, Banks Split · 18 Oct 2025 podcast

First up, let's go through some of the big AI news from this week.

Let's talk about the chipmaker Broadcom.

which got a boost from its new multi-billion dollar deal with OpenAI, the startup behind ChatGPT.

The two are working together to develop and deploy custom AI chips and computing systems as part of this massive deal.

And we've talked on this podcast recently about OpenAI's big announcements with NVIDIA, Advanced Micro Devices, and now Broadcom.

This one data point I found really highlights just how massive these deals are.

Apparently, the total scale of computing capacity that OpenAI's agreed to buy is now 26 gigawatts.

That's enough power to meet the summer electricity needs of New York City more than two times over.

Broadcom shares jumped 9.9% on Monday and held on to most of those gains throughout the week.

And here's another chat GPT headline from this week.

Walmart will soon be selling its products right within the AI chatbot.

The retail giant's partnership with OpenAI will let U.S.-based users purchase nearly everything that they could get from the Walmart website, except for fresh food.

And Walmart shares ended up gaining 5% on Tuesday and on a weekly basis rose 5.8%.

Next up, let's look at some health-related stocks making moves this week.

Hims and Hers shares jumped 16% on Wednesday on the news that the telehealth company will now offer menopause and perimenopause care.

Hims and Hers said it expects the new specialty to help Hers, its women's health unit, to surpass $1 billion in annual revenue next year.

Now let's jump to Friday's session.

Pharma stocks Novo Nordisk and Eli Lilly really needed a shot in the arm after comments from President Trump the day before sent their shares falling.

While speaking in the Oval Office, Trump said that the out-of-pocket cost of Ozempic could fall to $150.

For reference, Ozempic currently has a U.S.

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