$RJF Raymond James Tape Reports
Per Ticker.id: $RJF Raymond James Tape Reports — 9 podcast mentions across 3 podcasts (30 days), latest 2026-08-25 18:07 UTC.
Welcome to Seeking Alpha's Wall Street Lunch, our afternoon update on today's market action, news, and analysis. Good afternoon! Today is Tuesday, August 25th, and I'm your host, Kim Kahn. Our top story so far: OpenAI's in-house inference chip, Jalapeño, which it created through a partnership with Broadcom, outperformed NVIDIA's Blackwell in some scenarios according to testing results from the company. OpenAI models also accelerated Jalapeño's development, OpenAI said in a post. Earlier generations helped the team design and bring up the chip, while our latest models are accelerating how we optimize and program it. The company tested the chips on InferenceX, a public benchmark from Semi Analysis that measures the entire process of completing an AI request. Jalapeño beats Blackwell on performance per watt across almost all scenarios without being tuned for any specific point in the curve, according to SemiAnalysis. It excels not only in low-latency scenarios but also in high-throughput scenarios. A more apples-to-apples comparison is against single-token prediction results. It knocks every competitor out of the water. However, SemiAnalysis acknowledged that the comparison with Blackwell is somewhat incomplete and unfair, as Jalapeño is really competing against NVIDIA's latest accelerator, Rubin, which uses HBM4. Blackwell uses HBM3e. Vera Rubin systems are starting to ship on customers right now, while it will still be a long time before OpenAI has anything beyond engineering samples of Jalapeño, Semi Analysis added. Among other stocks, Dick's Sporting Goods is plunging after missing estimates with its Q2 earnings report and setting a cautious full-year outlook. Chairman Ed Stack said conditions across portions of the athletic footwear and apparel marketplace became increasingly promotional, and we took action to remain competitively priced to protect and grow our leadership position. "This environment had a more significant impact on the Foot Locker business given its greater exposure to legacy footwear silhouettes and greater dependence on footwear launch and retro product," he said. Walt Disney is offering voluntary early retirement packages to eligible senior executives as the entertainment company steps up efforts to lower costs and reshape its workforce. The time-limited program is open to employees at the director level and above. The offer covers qualifying U.S.-based executives in Disney Entertainment, ESPN, and corporate functions. AMD is up after Raymond James boosted the stock to strong buy from outperform, pointing to Agentic AI as the principal new growth engine for the CPU market.
Kim Kahn — Wall Street Breakfast · OpenAI chip takes on Nvidia · 2026-08-25This podcast is supported by Raymond James, a financial firm offering wealth management, banking, and capital markets services that are inspired by people. Before Raymond James financial advisors build plans, they build relationships so they can craft individual strategies designed to achieve priorities and pursue what's possible. That's the power of personal. Disclosures at raymondjames.com. Raymond James and Associates, Inc., member NYSE, SIPC.
Kai Ryssdal — Marketplace · Does Canada need new energy partners? · 2026-08-24This podcast is supported by Raymond James, a financial firm offering wealth management, banking, and capital markets services that are inspired by people. Before Raymond James financial advisors build plans, they build relationships so they can craft individual strategies designed to achieve priorities and pursue what's possible. That's the power of personal. Disclosures at raymondjames.com. Raymond James Associates, Inc., member NYSE/SIPC.
Speaker A — Marketplace · Sec. Bessent's big plan to finance the national debt · 2026-08-20This podcast is supported by Raymond James, a financial firm offering wealth management, banking, and capital markets services that are inspired by people. Before Raymond James financial advisors build plans, they build relationships so they can craft individual strategies designed to achieve achieve priorities, and pursue what's possible. That's the power of personal. Disclosures at raymondjames.com. Raymond James Associates, Inc., member NYSE, SIPC.
Speaker A — Marketplace · Sec. Bessent's big plan to finance the national debt · 2026-08-20This podcast is supported by Raymond James, a financial firm offering wealth management, banking, and capital markets services that are inspired by people. Before Raymond James financial advisors build plans, they build relationships so they can craft individual strategies designed to achieve priorities and pursue what's possible. That's the power of personal. Disclosures at raymondjames.com. Raymond James and Associates, Inc., member NYSE, SIPC.
Speaker A — Marketplace · Got beef? · 2026-08-18This podcast is supported by Raymond James, a financial firm offering wealth management, banking, and capital markets services that are inspired by people. Before Raymond James financial advisors build plans, they build relationships so they can craft individual strategies designed to achieve priorities, and pursue what's possible. That's the power of personal. Disclosures at RaymondJames.com. Raymond James and Associates, Inc., member NYSE, SIPC.
Speaker A — Marketplace · Got beef? · 2026-08-18This podcast is supported by Raymond James, a financial firm offering wealth management, banking, and capital markets services that are inspired by people. Before Raymond James Financial Advisors build plans, they build relationships so they can craft individual strategies designed to achieve priorities and pursue what's possible. That's the power of personal. Disclosures at raymondjames.com. Raymond James and Associates, Inc., member NYSE/SIPC.
Speaker O — Marketplace · Consumer sentiment takes a tumble · 2026-08-17Bloomberg's Tyler Kendall in the nation's capital. Meanwhile, despite President Trump saying there's no timeline for a resolution, Raymond James analyst Ed Mills tells Bloomberg Surveillance He believes President Trump has no real choice but to focus on reopening the Strait of Hormuz.
Erica Hershkowitz — Bloomberg News Now · US-Iran Peace Prospects Dim, Anthropic Run Rate Hits $65 Billion, More · 2026-08-17