Chit Chat Stocks

A podcast helping you find your next great investment. Episodes out Wednesday and Friday mornings. Hosted by Ryan Henderson and Brett Schafer.
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Language: en

Genres: Business, Investing

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Meta Muse Winners and Losers; Google's Risk; Zeta Global and Adobe $ZETA $ADBE
Friday, 25 September, 2026

The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed: (00:00) - Introduction (02:02) - Zeta Global (ZETA) Business Overview (07:00) - Meta Muse and Consumer AI Agents (11:07) - Airbnb, Expedia, and the Threat to Online Travel Aggregators (13:32) - Google and Apple's Position in the AI Agent Space (17:05) - Meta's Potential Take-Rate Monetization Model (20:50) - Amazon's Resistance to AI Commerce Interfaces (24:22) - The Threat of AI Agents to Uber Eats Advertising (33:54) - Small Cap of the Week: CI&T (CINT) (41:10) - Costco (COST) Growth and Valuation Multiples (45:29) - Cava (CAVA) and the Danger of Restaurant Stocks (51:46) - Adobe (ADBE) Sell Decision and Executive Turnover (56:18) - CrowdStrike (CRWD) Enters the "Palantir Zone" (58:00) - AppLovin (APP) Shift and Episode Outro Aria's YouTube: https://www.youtube.com/@QualityInvest5 ***************************************************** Subscribe to our newsletter and join our FREE chat community: emergingmoats.com ********************************************************************* Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today: https://www.interactivebrokers.com/ Interactive Brokers is a member of SIPC. ********************************************************************* Fiscal.ai is building the future of financial data. With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price. Use our LINK and get 15% off any premium plan: ⁠https://fiscal.ai/chitchat ********************************************************************* Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation. Learn more about your ad choices. Visit megaphone.fm/adchoices