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What's in AI's next chapter?

October 26, 2026·25m

A few Big Tech firms are slated to explain their quarterly earnings later this week. AI will, of course, be the protagonist of these earnings calls. Investors are hoping for some positive character development, or at least a spoiler for any plot twists. In this episode, the next installment of the AI narrative. Plus: Central banks prepare for interest rate setting, Treasury rates rise with heightened risk, and the Energy Department adds helium to its critical materials list — again. Every story has an economic angle. Want some in your inbox? Subscribe to our daily or weekly newsletter. Marketplace is more than a radio show.