OpenAI and Amazon in $38 billion cloud deal

What this episode covers

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 earningsEpisode 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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How long is this episode of Wall Street Breakfast?

This episode is 4 minutes long.

When was this Wall Street Breakfast episode published?

This episode was published on November 3, 2025.

What is this episode about?

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 earningsEpisode...

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