The Trump Trade Is Over? Plus, Microsoft vs. Google, and Nebius' Capex Guidance

Podcast: Blockspace: AI News · Blockspace

Opublikowano: 2026-10-30

Today, Will joins Charlie to discuss the collapse of Intel (falling more than 20%, the worst in four decades), plus the earnings call reactions from Microsoft and Google. Lastly, we touch on Nebius' capex guidance and a recent bullish price target from Bank of America. Be sure to subscribe to the show on your podcast player of choice! Subscribe to our newsletter to receive updates for all of our shows and content. 👉Soluna (NASDAQ: SLNH) develops data centers co-located with wind and solar plants, turning surplus renewable energy into computing power...