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December 12, 2025

AI Pullback, Homebuilder Hope & the Next Big IPO 12/12/25

Broadcom, Oracle and Intel shares all lower this week as AI bubble fears continue. Homebuilder ETF XHB is underperforming the broader market, but one guest thinks 2026 will be a better year for housing. Plus, Elon Musk confirms that SpaceX will go public, which could be the largest IPO ever.

Also available on Apple Podcasts