Finance Bros Assemble: We’re Talking AI.
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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…
The skinny
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