COMCAST CORP CL A (NEW)

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The podcast discussed recent developments in entertainment, AI infrastructure, and cloud services, highlighting Comcast's box office success, CoreWeave's acquisition of Core Scientific, and Oracle's government cloud pricing strategy.

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The 2025 Hollywood box office is tracking solidly at $3.9 billion through June, with potential blockbusters on the horizon. Despite some challenges like consumer economic uncertainty, the entertainment industry shows resilience with nostalgic and familiar brand movies performing well.

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