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

Page: https://stenobird.com/podcast/the-exchange-431205/another-comcast-spinoff-ai-spending-risks-and-drill-down-on-dislocations-6-29-26
Text version: https://stenobird.com/podcast/the-exchange-431205/another-comcast-spinoff-ai-spending-risks-and-drill-down-on-dislocations-6-29-26.md
Podcast: [The Exchange](https://stenobird.com/podcast/the-exchange-431205)
Published: 2026-06-29T18:44:54+00:00
Episode link: https://www.cnbc.com
Audio file: https://dts.podtrac.com/redirect.mp3/cnbc.simplecastaudio.com/6238655f-ae42-419d-a14c-edccbf577d8e/episodes/4c6c6d39-43c9-4430-92f0-26b2efaa38e4/audio/128/default.mp3?aid=rss_feed&awCollectionId=6238655f-ae42-419d-a14c-edccbf577d8e&awEpisodeId=4c6c6d39-43c9-4430-92f0-26b2efaa38e4&feed=tc4zxWgX
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Duration seconds: 2641

## Resource

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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## Transcript

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