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As online gambling become legal in more states across the U.S., there are rumours abound that Disney-owned ESPN is set to ink a big deal with DraftKings. What would this deal look like exactly, and how big of a boost would it give both companies?

In this episode, we also discuss:

• Why chipmakers like AMD and Nvidia are in for more trouble with new export restrictions against China.
• The biggest thing investors need to keep an eye out for this holiday season — excess inventory.
• And Mike pitches us the latest cybersecurity company on his watchlist — Palo Alto Networks.

MyWallSt operates a full disclosure policy. MyWallSt staff may hold long positions in some of the companies mentioned in this podcast.

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