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November 2, 2025 44 mins

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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 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.


Credits

Hosts: Victoria Harris & Sophie Hallwright

Producer & Editor: Emily Rigby

Social & Digital Manager: Lucy Munro


Chapters:

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 Market

9:54 - How AI Companies Are All Interconnected

23:19 - OpenAI Prepares for an IPO

35:31 - PayPal x ChatGPT

37:08 - It’s Earnings Season!

41:57 - Wrap-Up

43:21 - Thanks for Listening!

44:01 - Financial Disclaimer

44:29 - Outtake


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Disclaimer: 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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