businessFeb 9, 202644:08pending
OpenAI Optimism, Microsoft's AI Malaise, and Bitcoin $38K? 2/9/26
About this episode
DA Davidson says Oracle is a 'Buy' on renewed optimism for OpenAI. Melius Research is downgrading Microsoft saying CEO Satya Nadella has "lost the AI narrative." Plus, why Bitcoin could drop to $38K
Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Get every episode summarized
Each time The Exchange publishes, we email you a written briefing from the transcript — the topics, who appeared, and any specific claims, with the ad reads skipped.
Email me new episodesFree for 3 shows. No card needed.
Hosts & guests
No transcript yet
This episode has not been transcribed. Request it and it moves to the front of the queue.
More episodes
More from The Exchange
Crude’s “Crash Diet,” Tariff Tiff, and Hold off on a Hike? 9/8/26
The Exchange
Sep 8, 202643:39failed
Jobs Jolt, Hugging Face’s First Investor, and Where the Pricing Power Is 9/4/26
The Exchange
Sep 4, 202643:56failed
Nvidia Buys Hugging Face, AI Outages, and Data Center Dissent 9/3/26
The Exchange
Sep 3, 202643:36failed
The Great Data Center Debate, Apple’s New Era, and Not Swooning in September 9/2...
The Exchange
Sep 2, 202644:05pending