OpenAI and Amazon in $38 billion cloud deal
Nov 03, 2025•4 min
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Episode description
OpenAI enters ‘adulthood’ with access to hundreds of thousands of Nvidia GPUs. (0:15) Analyst values Nvidia at $8.5 trillion. (1:05) Kimberly-Clark to buy Tylenol maker Kenvue. (1:29)
Show Notes
Hedge funds wrong-footed by Mag 7 earnings
Episode transcripts seekingalpha.com/wsb. Sign 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.
Show Notes
Hedge funds wrong-footed by Mag 7 earnings
Episode transcripts seekingalpha.com/wsb. Sign 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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