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Podcast discusses Samsung's stock plunge despite record profits, questioning if AI memory chip rally is overextended. Amazon raised $25B in debt at favorable rates for AI/logistics spending, joining …
Amazon raised $36.81 billion through senior notes to finance $200 billion in 2024 capital expenditures focused on AWS data center expansion.
European stocks declined as investors await Nvidia earnings and U.S. economic data amid fading Fed rate cut hopes. Bitcoin fell below $90,000, reflecting risk-off sentiment, while Japan bonds weakene…