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The Curve

Finance Bros Assemble: We’re Talking AI.

02 Nov 2025

Description

🎃 WATCH THIS EPISODE ON YOUTUBE 🎃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.CreditsHosts: Victoria Harris & Sophie HallwrightProducer & Editor: Emily RigbySocial & Digital Manager: Lucy MunroChapters: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 Market9:54 - How AI Companies Are All Interconnected23:19 - OpenAI Prepares for an IPO35:31 - PayPal x ChatGPT37:08 - It’s Earnings Season!41:57 - Wrap-Up43:21 - Thanks for Listening!44:01 - Financial Disclaimer44:29 - Outtake⁠⁠Leave us a message on The Curve Hotline 💌☎️⁠⁠For more from The Curve:⁠⁠⁠⁠⁠⁠Investing Club⁠⁠⁠⁠Website⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠YouTube⁠⁠⁠⁠⁠⁠TikTok⁠⁠⁠⁠⁠⁠Newsletter⁠⁠Disclaimer: Raising The Curve has been prepared solely for informational and educational purposes. Any information provided and serviced described in this website are intended to be of general nature and provide general information only. The opinions expressed by The Curve do not constitute investment advice.

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