SpaceX and OpenAI Prepare Monster IPOs; Netflix + Wise Earnings; A New Micro Cap Defense Play

The Chit Chat Stocks podcast explores investable political news, earnings season updates, and specific company analyses. The hosts discuss a potential U.S. acquisition of Greenland from Denmark, questioning whether it's an investable event and considering Danish stocks like Carlsberg as beneficiaries. They analyze Wise's strong third-quarter performance, highlighting its 20% personal customer growth and 25% business customer growth, alongside a 41% increase in card revenue. The conversation shifts to Intel's Q4 earnings, noting a 4% revenue decrease despite a 150% stock increase over the year, and debates whether strong AI demand will propel the business higher. Finally, Interactive Brokers' impressive 79% operating margins and 32% year-over-year customer account growth are examined, questioning if the business is at a cyclical peak.