
Another Comcast Spinoff, AI Spending Risks, and Drill Down on Dislocations 6/29/26
Jun 29, 2026 - 00:44:01
Radio and PodcastLive Radio & Podcasts
Are semi stocks outperforming at the expense of the Mag 7? We’ll debate and look at how long that can continue. Plus, Komal Sri-Kumar joins us with his thoughts on Kevin Warsh’s first move as Fed Chair. And we dig into t...
Semis Outperforming Mag 7, Warsh’s First Move, SpaceX IPO Impact on Markets 5/28/26 is an episode from The Exchange by CNBC. Are semi stocks outperforming at the expense of the Mag 7? We’ll debate and look at how long that can continue. Plu...
This episode belongs to The Exchange.
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Published May 28, 2026, 00:43:42 long, audio available.