Episode Details
Back to EpisodesThe AI Daisy Chain, Memory is the New Metals, and a Short Shutdown? 2/2/26
Published 2 months, 1 week ago
Description
Oracle plans to raise $50 billion to shore up its AI spending, while Nvidia stalls its $100 billion investment into OpenAI. Mizuho says speculative money will move out of metals and into memory stocks. Plus, the partial government shutdown delays the January jobs report.
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