# Oil's new chokepoint

An episode of [Wall Street Breakfast](https://invisiblenetwork.ai/podcast/1358381502), 14 Sep 2026, 5:21.

Audio: https://api.spreaker.com/download/episode/75114379/wsb091426.mp3

Another reason oil (CL1:COM) (CO1:COM) is sitting above $100. (00:14) Novo Nordisk (NVO) is dropping half its name. (01:40) Trump is making the AI case for speed over caution. (02:09) Episode transcripts seekingalpha.com/wsb. Show links: Biggest stock movers Monday: AI, chip stocks, and more Elon Musk ‘confident’ of launching Nvidia AI platforms in space in 2027 Michael Burry calls AI leaders’ slowdown push ‘self-serving’ AI, chip stocks fall as tech CEOs urge caution on development pace Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

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