The Exchange

Listen to the day's top stories, the must reads & a whole lot more for today's modern investor. 

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The Exchange, along with a little help from two surprise guests, takes a deep dive into the blockbuster Cerebras IPO as shares start trading at the top of the hour. President Trump was “fawning over the Chinese Communist Party”, according to AEI’s Derek Scissors, and that could give Democrats an edge in the midterms. Plus, a win for the crypto industry. 

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Listen to the day's top stories, the must reads & a whole lot more for today's modern investor.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Chip stocks, including Nvidia, Intel, Micron, Qualcomm and AMD, are sitting near record highs and fueling concerns of a 1999 repeat. One Korean policymaker’s suggestion of paying citizens an AI “dividend” throws the memory trade into temporary disarray. Plus, home prices post their strongest monthly gain in nearly two years. 

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The run-up in tech has Dan Niles remembering like it’s 1999, but he says the rally “has at least one more great year.” Microsoft’s Satya Nadella takes the stand in the Musk vs. Altman trial. Plus, the under-the-radar chip company UBS says is “the fastest grower” in the space. 

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