AI is about to break the U.S. grid

Wall Street Unplugged - What's Really Moving These Markets

Frank Curzio

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4.6 • 1.1K Ratings

🗓️ 24 September 2025

⏱️ 46 minutes

🔗️ Recording | iTunes | RSS

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Summary

AI spending is out of control—and it’s creating a power crisis… Why Frank is changing his tune on the solar sector… CoreWeave (CRWV) is pulling back—should you buy? … How Alibaba (BABA) went from ecommerce giant to AI leader. In this episode: Happy birthday to my youngest daughter! [1:08] AI spending is insane—but we’re far from a bubble [2:49] The AI power crisis is coming… Are you prepared? [7:32] Why I’ve changed my tune on the solar sector [17:34] CoreWeave is pulling back… Should you buy? [26:17] How Alibaba went from ecommerce giant to AI leader [36:16] Make sure to join us tomorrow for our free live event! [41:09] Editor's note: September 25 at 7 p.m. ET, Frank and Daniel go live to reveal the numbers driving the AI power crisis… share the under-the-radar stocks poised to skyrocket… and answer your most pressing questions during a live Q&A. Save your spot for AI's Power Crisis: How to Profit Before the Lights Go Out here: https://secure.curzioresearch.com/ai-powerplay/waitlist.php?utm_source=Libsyn (Get 3 stock picks FREE when you register!) Did you like this episode? Get more Wall Street Unplugged FREE each week in your inbox. Sign up here: https://curzio.me/syn_wsu Find Wall Street Unplugged podcast… --Curzio Research App: https://curzio.me/syn_app --iTunes: https://curzio.me/syn_wsu_i --Stitcher: https://curzio.me/syn_wsu_s --Website: https://curzio.me/syn_wsu_cat Follow Frank… X: https://curzio.me/syn_twt Facebook: https://curzio.me/syn_fb LinkedIn: https://curzio.me/syn_li

Transcript

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0:00.0	Wall Street Unplug looks beyond the regular headlines, heard on mainstream financial media,
0:07.0	to bring you unscripted interviews and breaking commentary direct from Wall Street,
0:11.3	write to you on Mainstream.
0:15.8	How's it going out there on September 24th?
0:19.2	I'm Frank Curseo. It's the Wall Street on podcast.
0:20.7	So I break down headlights. And, uh, tell you what's really moving these markets. Daniel Creech, what's going on, man? What's happening, Frank? Hello, hello. Another beautiful Wednesday. Yeah, if you guys are watching on a YouTube channel, you can see the new office,
0:38.7	actually the new studio. It's going to be all fixed up. Daniel still has this little brick,
0:44.0	gray brick background. It's a little different. The whole office is going to be different.
0:47.9	It's going to be really, really cool. So yeah, I'm going to get couches, going to have more produced,
0:53.8	lots of new stuff, fun stuff coming. It's going to get couches, going to have more produced. Lots of new stuff.
0:54.8	Fun stuff coming. It's going to be good for everyone involved. Trust me. Now I can talk with my hands. I don't have to control everything. It's going to be fun. I don't like to control my hands all the time. You've got to talk with them. It should be fun. But I want to say two things to start out. Today is my youngest daughter's birthday.
1:10.1	She's 15 today.
1:11.0	Happy birthday.
1:11.6	That's Brittany.
1:13.5	And... say two things to start out today is my youngest daughter's birthday she's 15 today happy birthday
1:11.5	that's brittany and celebrating it later it's gonna be really cool going out to dinner mexican which is a
1:18.3	favorite got some nice gifts and then i wanted to say my second daughter my other daughter which is my
1:25.0	oldest who's 17 going on 25 so i don't know if I told you this, Daniel, but I punished her last week. Actually, it wasn't too long a couple days ago because she talked back to me. She didn't talk back to me in a way, like teenagers, all teenagers talk back to their parents now. It was very loud. It was in a public place. And I was like, that's it. I'm taking your phone away. So I took a phone away. Did the dad responsible thing, right? I took a phone away. You know what she did? Know this kid did? She got to burn her phone from Best Buy. And I took a phone away. And then she calls me like the next day from another number. I was like, what are you using your friend's phone? She's like, no. I was like, whose phone is? She showed me you got a one month plan for like 30 bucks or something that she can cancel. And I looked at it and I was like, you got to be kidding me. And after she turned away, I was like, wow, that's pretty impressive. These kids are getting smarter and smarter, right? I don't know. It just uh no it's but anyway happy birds to my one daughter and
2:22.4	my oldest uh yeah i want to kill her even more but um yeah everyone knows having teenage
2:27.9	daughters or sons holy cow especially daughters i think and i think my hair is getting more
2:32.8	and more gray the day so i'm not sure but it's's pretty crazy right now. But it's a lot of fun. But I wanted to start off with that, especially the happy birthday to my youngest. So what's going on? I mean, how's everything? Good. Good, yeah. The silly spending continues to go on. You know, the spending within AI is really insane right now.
2:52.9	So, one of the top stories this week was Nvidia.
	...

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