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With Pierre returning to his roots, it’s a rare remote pod this week. After acknowledging a couple of great recent sessions, conversation turns to reflections on a week of quarterly earnings announcements. They start with Nokia, which felt compelled to warn the world about the negative effects of Trump’s tariffs, a topic that yields some fruitful tangents. Eventually the focus turns to Intel and its continued attempts to improve things for itself, before they conclude with a quick look at how AT&T is benefitting from recent political developments.
