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Tiernan Ray Talks 2Q Earnings, Tech Stock Volatility & Financing AI Buildout

48 min17 augusti 2026

Tiernan Ray, longtime tech journalist and editor of The Technology Letter, examines the lessons learned from 2Q tech earnings, the state of the chip trade and what’s behind the volatility in memory stocks. Tiernan also takes a closer look at the state of A.I. infrastructure financing.


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