August 6, 2026

Memory’s Next Move, Google’s Fork in the Road, Countdown to July Jobs Report 8/6/26

Sandisk and Western Digital drop following results. We look at how position within the memory trade. Plus, Alphabet has to make a tough decision between AI talent and cloud computing dominance. And we’re counting down to tomorrow’s jobs report with a look at hiring and the labor market.

Also available on Apple Podcasts ↗