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Which podcasts are discussing M?
3 ATTRIBUTED IDEAS · 3 EPISODES · 2 SHOWS
The shows
CNBC Fast Money
WSJ What's News
Where the discussion went deepest
5 JUN5 JUNCNBC FAST MONEY · 06:17
Data center construction as local retail catalyst
“Jay Sol argued that regional physical retailers located near active data center construction zones experience localized comp store sales tailwinds.”
Stocks Tumble To Wrap Up Week… And Tim Cook’s Last Developer’s Conference 6/5/26
In depth · 4/5Verify in source →
3 AUG2W AGOCNBC FAST MONEY · 08:00
Retail rotation into laggards like Macy's
“The case was made for a selective rotation within retail, favoring previously lagging names like Macy's that have improved operations and balance sheets, challenging the narrative of a weak consumer.”
Software Leading a Market Rally… And What To Expect from Yen Intervention. 8/3/26
Substantive discussion · 3/5Verify in source →
17 AUGTODAYWSJ WHAT'S NEWS · 12:05
Berkshire doubles down on homebuilders, buys Alphabet
“The news report highlighted Berkshire Hathaway's recent investment activity, including new positions in homebuilders and a large purchase of Alphabet shares, while trimming financial holdings.”
Drones From the Ukraine War Are Spilling Into Europe
Brief mention · 1/5Verify in source →
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