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Mentioned in 2 analyzed podcast episodes across 2 shows

Mentioned On

Morning Call Marketplace

Episode Mentions

Morning Call · May 6, 2026

Morning Call 5/6/26

“Contract manufacturer beat earnings; announced spin-off of cloud and power business; shares up 20%”

U.S.-Iran Peace Negotiations and Strait of Hormuz ResolutionAI Data Center Power and Infrastructure Buildout EconomicsSemiconductor Supply Chain and GPU Competition (AMD vs NVIDIA)

Marketplace · Feb 27, 2026

Fast-casual meal deals are upon us

“Rent-now-pay-later service charging subscription fees and 1% of monthly rent”

Tariff Policy and Supreme Court RulingProducer Price Index and Inflation StickinessData Center Construction and AI Infrastructure Spending