Another Comcast Spinoff, AI Spending Risks, and Drill Down on Dislocations 6/29/26
Jun 29, 2026 - 00:44:01
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“Dude, You’re Getting a Dell,” A Hiccup for the Space Race & A Dot-Com Moment without the Bubble 5/29/26
Dell shares are on pace for their best day ever as AI server revenue soars. A setback for SpaceX competitor Blue Origin puts the IPO back in the spotlight. Semiconductor stocks are on a historic run and Nvidia is no long...
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“Dude, You’re Getting a Dell,” A Hiccup for the Space Race & A Dot-Com Moment without the Bubble 5/29/26 is an episode from The Exchange by CNBC. Dell shares are on pace for their best day ever as AI server revenue soars. A setback for Spac...
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Published May 29, 2026, 00:43:33 long, audio available.
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