What’s News in Earnings: Should Markets Worry About an AI Bubble?

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https://share.snipd.com/episode/d6d6b7a8-edc3-4bc2-96e9-0fbe9ca62055

Episode publish date

November 21, 2025 5:00 PM (UTC)

Last edit date

Nov 23, 2025 2:15 PM

Last snip date

November 23, 2025 2:14 PM (UTC)

Last sync date

November 23, 2025 2:15 PM (UTC)

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WSJ What’s News

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Episode show notes

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[00:57] Record Demand For AI Chips

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[03:03] Circular Deals Raise Revenue Questions

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[04:21] Designers Lean On Contract Foundries

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[05:54] Customers Spend Big Without Profits

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[07:26] Watch Market Volatility Closely

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