EPISODE · Jun 29, 2026 · 44 MIN
Another Comcast Spinoff, AI Spending Risks, and Drill Down on Dislocations 6/29/26
from The Exchange · host CNBC
Comcast touching off merger speculation after announcing it will separate NBCUniversal and Sky, its European media arm, from its broadband business. A new report warning the AI spending spree risks ending in a damaging, lengthy investment bust. Plus, DA Davidson sees a split in the tech trade. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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Comcast touching off merger speculation after announcing it will separate NBCUniversal and Sky, its European media arm, from its broadband business. A new report warning the AI spending spree risks ending in a damaging, lengthy investment bust. Plus, DA Davidson sees a split in the tech trade.
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Another Comcast Spinoff, AI Spending Risks, and Drill Down on Dislocations 6/29/26
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