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Wall Street Breakfast

Nvidia’s chip reign challenged

25 Nov 2025

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Nvidia (NVDA) stock drops after report of Meta considering multi-billion-dollar deal for Google AI chips. (00:25) Bed Bath & Beyond (BBBY) to acquire The Brand House Collective (THBC) in $26.8M deal. (01:20) Spotify (SPOT) plans to increase U.S. subscription charges in Q1 2026 - report. (02:31)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Tuesday: NVDA, ZM, and moreInitial Q3 GDP estimate to be released right before ChristmasFed study sees tariffs lowering inflation then boosting itSandisk to join S&P 500; UPWK, FIBK, HBI to be part of S&P SmallCap 600Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

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