Nvidia’s chip reign challenged
Wall Street Breakfast
Seeking Alpha
3.8 • 950 Ratings
🗓️ 25 November 2025
⏱️ 6 minutes
🧾️ Download transcript
Summary
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Tuesday: NVDA, ZM, and more
Initial Q3 GDP estimate to be released right before Christmas
Fed study sees tariffs lowering inflation then boosting it
Sandisk to join S&P 500; UPWK, FIBK, HBI to be part of S&P SmallCap 600
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Transcript
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| 0:00.0 | Welcome to Seeking Alpha's Wall Street Breakfast, where we cover the top news for investors every morning. |
| 0:07.6 | It's so good to have you here on this Tuesday, November 25th. I'm Julie Morgan. |
| 0:13.4 | Envidia might have some new competition in town. Bet Bath and Beyond is scooping up Kirklands and Spotify might increase its U.S. subscription price as soon as next week. |
| 0:25.6 | NVIDIA is down 3.6% in pre-market action after a report that Meta platforms is in talks to spend billions on AI chips from Google. |
| 0:35.4 | According to the information, Meta is looking at using Google's |
| 0:39.1 | tensor processing units or TPUs in its data centers starting in 2027. The report also says |
| 0:46.8 | META might even lease chips from Google's cloud business as early as next year. If a deal happens, |
| 0:53.3 | it will give Google's TPUs a real shot at competing with |
| 0:56.7 | NVIDIA's chips, which could put pressure on both NVIDIA and AMD by challenging their |
| 1:02.6 | dominance and pricing power. |
| 1:04.9 | Google Parent Alphabet is up 3.3% in pre-market action, adding to a recent surge amid optimism over the latest version of |
| 1:13.5 | its Gemini AI model. Advanced micro devices, meanwhile, is down 3.5%. Bed Bath and Beyond is buying |
| 1:22.3 | the Brand House Collective, better known to most people as Kirklands. The deal values the company at about $26.8 billion |
| 1:30.1 | with BBBY, already owning about 40% of THBC's outstanding shares. Kirkland shareholders will get |
| 1:38.8 | 0.1993 BBBY shares for each THBC share. |
| 1:44.8 | This move basically brings Kirkland's merchandising model and its store conversion work under the BBBY umbrella. |
| 1:52.0 | Those conversions started earlier this year and have already driven double-digit sales growth. |
| 1:57.3 | Bed Bath and Beyond has already fronted the Brand House collective $10 million to help with |
| 2:02.5 | day-to-day needs and inventory. Both boards signed off on the deal, and the combined company |
| 2:08.3 | expects to cut about $20 million in overlapping costs. If the merger closes as planned early next year, |
| 2:15.2 | Amy Sullivan will take over as CEO of the new Beyond Retail |
| 2:19.4 | Group. The company also plans to close more than 40 underperforming stores next year. The final |
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