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

newest first · ▶ plays the moment

WSJ What’s News · What’s News in Markets: Tariff Fear, Delta Soars, AMD + OpenAI · 11 Oct 2025 podcast

carrier by market cap?

If you didn't, now you do.

And this week, investors were celebrating Delta's earnings and sales beat in its latest quarterly report, showing a recent recovery in travel demand.

The company said it expects that demand to continue to bounce back, and it's aiming for a record holiday season.

Now, remember, this sunny outlook is a pretty big departure, pardon the pun, from earlier this year, when geopolitical tensions and tariffs weighed down demand.

Delta shares gained 4.3% on Thursday, with some other airlines following suit.

For instance, United shares gained 3.3%.

Next, let's check in on the AI boom, shall we?

Who's the winner this week?

Drum roll, please.

It's AMD, aka Advanced Micro Devices, aka a chip maker looking to take on the reigning champion, industry giant, Nvidia.

And AMD certainly notched a win on Monday when it announced a multi-billion dollar computing deal with OpenAI, which makes ChatGPT.

The two are going to be working together on artificial intelligence data centers that run on AMD chips.

OpenAI committed to purchasing six gigawatts of AMD's chips.

And no, sorry, Back to the Future fans, it's apparently pronounced gigawatts, not gigawatts.

And in return, OpenAI will get warrants for up to 160 million AMD shares, roughly 10% of the company, at a cent a share, awarded in phases under certain conditions.

AMD shares jumped 24% on Monday and kept gaining through Wednesday.

And of course, amid Friday's downturn, the stock fell nearly 8%.

But all in all, AMD ended the week in the green, with a gain of roughly 30%.

Now, I'm an analog person.

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