AI lessons from Ma Bell
May 11, 2026•5 min
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Episode description
Hyperscaler capex looks better when compared to AT&T’s Depression spending. (0:15) Intel gains after SK hynix partnership report. (2:08) Inspire Brands preps for one of history’s largest restaurant IPOs. (2:45)
Show Notes
Investor who called Nvidia in ’16 now likes ‘lifecording’ stocks
Episode transcripts seekingalpha.com/wsb.
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Show Notes
Investor who called Nvidia in ’16 now likes ‘lifecording’ stocks
Episode transcripts seekingalpha.com/wsb.
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
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