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The weekly signal

Week 29, 2026

JUL 13 – JUL 19, 2026 · MOST-DISCUSSED TICKERS ON FINANCE PODCASTS
1141
Attributed ideas
171
Episodes
54
Shows
Most-discussed tickers · vs last week
1. NVDA
47 mentions · this week
+11 vs last week · 29 episodes
2. GOOGL
40 mentions · this week
+12 vs last week · 28 episodes
3. MSFT
34 mentions · this week
+4 vs last week · 24 episodes
4. MU
27 mentions · this week
+3 vs last week · 20 episodes
5. AAPL
26 mentions · this week
+3 vs last week · 22 episodes
6. META
21 mentions · this week
-7 vs last week · 17 episodes
7. JPM
20 mentions · this week
+14 vs last week · 16 episodes
8. AMZN
17 mentions · this week
level with last week · 14 episodes
9. BTC
16 mentions · this week
+3 vs last week · 9 episodes
10. BAC
15 mentions · this week
+12 vs last week · 12 episodes
Notable this week · attributed, linked to source
19 JUL2W AGOWSJ WHAT'S NEWS · 02:33
Local resistance slows AI data center expansion
“Rising local opposition, moratoriums, and stricter environmental regulations threaten to slow the rapid capital deployment for AI data center expansion.”
GOOGL, AMZN, META · 5/5Verify in source →
19 JUL2W AGOWE STUDY BILLIONAIRES - THE INVESTORS PODCAST NETWORK
Fairfax Financial as a long-term compounding machine
“Fairfax Financial was argued as a high-quality, Berkshire-like compounding holding company leveraging insurance float and disciplined value investing.”
FFH.TO, BRK.B · 5/5Verify in source →
18 JUL2W AGOTHE JULIA LA ROCHE SHOW · 01:46
Banks face growing private credit & non-bank exposure
“The speaker argued that major US banks face structural headwinds as high trading revenues mask falling asset returns and unhedged non-recourse credit risks to private funds.”
JPM, GS, BAC · 5/5Verify in source →
← Week 28, 2026The Signal hub →Week 30, 2026 →Every ticker we track →
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MENTIONS & DEPTH REFLECT PODCAST DISCUSSION VOLUME · NOT A RATING, FORECAST, OR RECOMMENDATION