Search · resolved
Which podcasts are discussing DLR?
4 ATTRIBUTED IDEAS · 4 EPISODES · 4 SHOWS
The shows
Eurodollar University
Motley Fool Money
Prof G Markets
WSJ What's News
Where the discussion went deepest
20 JUL3W AGOPROF G MARKETS · 11:15
Market broadening is an illusion driven by AI
“Broader equity market rallies in small caps, utilities, and emerging markets represent secondary AI exposure rather than true sector diversification.”
OpenAI Is Spinning Out Of Sam Altman's Control
Core thesis · 5/5Verify in source →
5 JUL5 JULEURODOLLAR UNIVERSITY · 00:00
Private credit liquidity crunch threatens AI data centers
“A widening liquidity squeeze in private credit - evidenced by capped redemptions and asset sales - is argued to pose a structural financing headwind for capital-intensive AI data center developments.”
Private Credit Just Burst The $25 Trillion AI Bubble
Core thesis · 5/5Verify in source →
30 JUN30 JUNMOTLEY FOOL MONEY · 01:21
Digital Realty buys Blackstone data center stake
“Digital Realty is expanding its Northern Virginia presence by acquiring Blackstone's majority stake in three un-occupied data centers for $3.5 billion.”
Picking the Winners of the Honeywell Breakup · with Honeywell Aerospace
In depth · 4/5Verify in source →
22 JUL3W AGOWSJ WHAT'S NEWS · 06:12
Utilities and data centers sign cost-sharing pledge
“Major utilities and data center operators pledged to cover AI energy expansion costs to insulate retail electricity consumers from rising power bills.”
Trump to Help Saudi Arabia Go Nuclear · with Saudi Arabia. WSJ
Notable comment · 2/5Verify in source →
The weekly signal
Get a weekly digest of what podcasts said about your watchlist.
Pick a few tickers. Once a week we send the most-discussed ideas across finance podcasts, attributed and linked so you can verify. No noise, no advice.
Double opt-in: we’ll email you to confirm before anything else. We store your email and chosen tickers only to send this digest. Nothing else, and we never share them.