OpenAI announced it will invest big time in chipmaker AMD, potentially in exchange for a stake in the firm. As AI investment has ramped up, similar deals have become common. Do these partnerships signal a strengthening sector? Or are they a symptom of an AI bubble headed toward a burst? Also in this episode: Regional banks merge under Trump appointees’ relaxed regulatory rule, retailers are optimistic about the upcoming holiday shopping season, and Houston’s housing market experiences knock-on effects of deportation duress.

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