June 29, 2026

Another Comcast Spinoff, AI Spending Risks, and Drill Down on Dislocations 6/29/26

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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