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In today’s episode, Zaid covers:
Why the AI selloff is sending investors into Treasury bonds
SpaceX’s push for 80,000 cell sites, Crown Castle’s rally
Moderna’s stock plunged despite promising cancer-vaccine results.
Why Hoka and Ugg owner Deckers is resisting discounting.
Western Digital’s strong earnings and investors’ lingering AI worries.
Amex’s mixed quarter, job cuts, and what card spending says about affluent consumers.
Sky-high World Series ticket prices and the Brewers’ “Timeless Ticket” backlash.