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SCOUT· 69%29m·2026-02-11·Money
SCOUT· 69%29m·2026-02-11·MoneyGoogle Goes All-In on the AI Arms Race
Prof G Markets
Ed Elson discusses Google’s massive bond sale with Gil Luria, Head of Technology Research at D.A. Davidson. They also break down why D.A. Davidson upgraded Oracle’s stock. Then, Ed is joined by Doug O’Laughlin, President of Semianalysis, to examine why memory stocks are doing so well right now. Finally, Ed gives his…
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