MM #277: Nvidia’s $100B OpenAI Deal, Trump’s H-1B Visa War, Disney's Kimmel Saga, & Apple’s Big Comeback

Market Mondays

EYL Network

Entrepreneurship, Business, Investing

5 • 4K Ratings

🗓️ 23 September 2025

⏱️ 135 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Timestamps

• 8:15 – Intel’s best day since 1987: +22% after Nvidia’s $5B investment. Is this Intel’s AI comeback or just Nvidia hedging?

• 17:16 – H-1B Visa Whiplash: Trump slaps new fees, Big Tech & Wall Street scramble, workers rush back before midnight.

• 35:00 – Apple shares rebound.

• 42:30 – Nvidia stock rises on $100B OpenAI partnership news.

• 50:00 – Will stock prices come down soon?

• 57:00 – Disney stock fallout after the Jimmy Kimmel debacle.

• 1:12:00 – Lyft surges 20% after Waymo robotaxi deal in Nashville. Uber vs Lyft.

• 1:33:00 – SMH ETF hits all-time high.

• 1:39:00 – Build-A-Bear stock update.

• 1:41:00 – Steve Carless joins to discuss AI music artists.

Intel just had its best day since 1987, surging 22% after Nvidia announced a $5 billion investment in the struggling chipmaker. Is this the start of Intel’s AI comeback or just Nvidia hedging its bets? We break down what this move really means for the semiconductor industry and the AI revolution.

Meanwhile, Trump’s new H-1B visa fees have sent shockwaves through Big Tech and Wall Street. Microsoft, Amazon, Alphabet, and Goldman Sachs scrambled to issue urgent memos as Indian and Chinese workers rushed back to the U.S. before the midnight deadline. Plus, Apple shares rebound, Nvidia pops on a $100 billion OpenAI partnership, and Disney faces major fallout after the Jimmy Kimmel debacle.

We also dive into the rideshare wars as Lyft jumps 20% on a Waymo robotaxi deal, Uber vs Lyft face-off, SMH ETF hitting all-time highs, and even Build-A-Bear stock making noise. To close, music industry veteran Steve Carless joins the conversation to explore the future of AI music artists and how tech continues to disrupt every corner of business and culture.

#StockMarket #Intel #Nvidia #Apple #Disney #Lyft #Uber #AI #Investing #MarketMondays #SteveCarless

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Transcript

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1:18.0	Pre-production stuff, man.
1:19.7	We live now.
1:23.2	Okay.
1:24.3	Then be the combos, yo.
1:26.2	Good people.
1:27.2	What's going on? Happy Monday. We are back in the place.
1:31.9	It is, uh, it's almost October, man. We're almost there. It is a beautiful day in New York.
1:36.7	We've been, I can't front, man. This weather has been absolutely incredible.
1:40.7	It's been absolutely incredible. Hopefully it's been incredible where you are.
1:43.9	Yeah. Hopefully everybody is here watching this safely in the comfort of their home or they tapped
	...

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