New reports say Meta is in talks with Alphabet to use Google’s AI chips in its data centers. Another catalyst for the company which is gaining traction in the AI trade. Then growing chances of a December rate cut. How comments from Fed officials are changing market sentiment. And Nvidia pushing back against claims of a shorter shelf life for its chips. A look at a private memo sent to wall street analysts.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.