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JB

John Blackledge

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John Blackledge

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John Blackledge Podcasts, Interviews & Media Appearances | Book John Blackledge | Arcmira

JB

John Blackledge

2

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John's Narrative DNA

AI capex AI spending Strait of Hormuz Monetary Policy and Inflation AI Spending and CapEx

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John Blackledge Podcasts, Interviews & Media Appearances

APPEARANCESMENTIONS

John Blackledge Appearances

Timeline data is premium

Big Tech Faces Make or Break Moment | Open Interest 4/29/2026

85:18

Bloomberg TelevisionGuest•4/29/2026

Big Tech Faces Make or Break Moment | Open Interest 4/29/2026

"TD Cowen Senior Equity Analyst discussing Big Tech earnings and AI capital expenditure."

Big Tech Capex Hits Critical Limit

Full Episode

Bloomberg TelevisionGuest•4/29/2026

Big Tech Capex Hits Critical Limit

"TD Cowen Senior Equity Research Analyst appearing as a guest to discuss Big Tech earnings and CapEx."