Meta Muse’s $27 Billion Potential, Google Locks In Nuclear Power

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In today’s episode, Zaid covers:

• Why corporate America sounds unusually confident heading into earnings season, even as yields climb

• Wall Street’s $27 billion vision for Meta Muse, and the chipmakers benefiting

• Google and Amazon’s growing appetite for nuclear power

• Vistra’s rally as federal financing backs nuclear upgrades

• The supplier bidding war rattling Seagate and Western Digital

• How the AI boom is reshuffling the world’s biggest fortunes