SoftBank Dumps Nvidia for OpenAI & Reward Cards No Longer Accepted?

Morning Brew Daily

Morning Brew

Business News, News, Business

4.4 • 3K Ratings

🗓️ 12 November 2025

⏱️ 27 minutes

🔗️ Recording | iTunes | RSS

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Summary

Episode 712: Toby and Kyle dive into SoftBanks big move to sell its stake in Nvidia to re-focus its investment to OpenAI. Then, Visa and Mastercard reach a settlement over a 20-year dispute with merchants that will now allow stores to reject certain credit cards if the merchant fees are too high. Plus, Toby looks into the trend of trains and buses that have become reliable modes of transportation whenever the US air travel system craps out. Meanwhile, Netflix bets big on the physical entertainment space with its new location out in Philadelphia, challenging the likes of Disneyland and Universal. Learn more at usbank.com/splitcard Get your MBD live show tickets here! https://www.tinyurl.com/MBD-HOLIDAY Listen to Kyle on Per My Last Email here: ⁠swap.fm/l/pmle-show⁠ Subscribe to Morning Brew Daily for more of the news you need to start your day. Share the show with a friend, and leave us a review on your favorite podcast app. Listen to Morning Brew Daily Here:⁠ ⁠⁠https://www.swap.fm/l/mbd-note⁠⁠⁠ Watch Morning Brew Daily Here:⁠ ⁠⁠https://www.youtube.com/@MorningBrewDailyShow⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	You could create the best advertisement known to man, but if you're not getting it in front of the right audiences or tapping into meaningful scale, it'll sort of be a tree falls in a forest situation.
0:12.5	Enter Disney Campaign Manager. It has simplified streaming TV ad buying, allowing you to set up, launch, and optimize campaigns all from a single easy-to-use platform.
0:22.7	Your ads can then appear alongside iconic content on Disney Plus, ESPN, and Hulu streaming platforms.
0:28.5	So in translation, massive reach, all with one partner.
0:32.0	Learn more and get started at Disneycampaignmanager.com.
0:35.7	That's Disneycampaignmanager.com. That's Disneycampainmanager.com.
0:40.2	Good morning, Brew Daily show.
0:42.7	I'm Toby Howell.
0:43.5	And I'm Kyle Hagey.
0:44.6	Today, is this the top?
0:46.3	SoftBank just sold its entire stake in NVIDIA.
0:49.4	And why Netflix might be launching a Disney World of their own.
0:53.4	It's Wednesday, November 12th.
0:55.1	Let's ride.
1:00.3	Happy Wednest Day, everyone.
1:02.8	Deal is still out on vacation and the government is still shut down.
1:06.6	After the Senate managed to pass a bill on Monday to reopen much of the government through
1:10.1	January, the bill now heads to reopen much of the government through January,
1:15.5	the bill now heads to the GOP-controlled House who plan to vote on it later this evening.
1:17.8	And what a rare sight that will be.
1:20.3	The House of Representatives getting down to work.
1:25.9	Since the House casts its last vote on September 19th, the Dodgers have won the World Series.
	...

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