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Shownotes
Walmart cuts outlook (seekingalpha.com/news/4635337-walmart-falls-af…) after slow sales growth. () Alibaba investors weigh AI spend vs. cloud growth (seekingalpha.com/news/4635384-analysts-back-al…). () Treasury yields rebound on Philly Fed (seekingalpha.com/news/4635386-philly-fed-manuf…). ()
Show Notes
Universities face a SpaceX windfall conundrum (seekingalpha.com/news/4635564-spacex-windfall-…)
Episode transcripts seekingalpha.com/wsb?source=wsb_podcast:walmar….
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