The Exchange

The Exchange 6/5/26

The Exchange 6/4/26

The Exchange 6/3/26

The Exchange 6/2/26

The Exchange 6/1/26

“Dude, You’re Getting a Dell,” A Hiccup for the Space Race & A Dot-Com Moment without the Bubble 5/29/26

Semis Outperforming Mag 7, Warsh’s First Move, SpaceX IPO Impact on Markets 5/28/26

The $1T Club, Cyber the New Semi & A Potential Rate Hike 5/27/26

Micron’s $1T Move, Pope Leo’s AI Warning, Knicks Win & Potential Spin(off) 5/26/26

Warsh sworn in as Fed Chair, OpenAI’s IPO Plans, “Chip mania” still intact? 5/22/26

The Nvidia Read-Through, Bond Market Headwinds, Government’s Quantum Leap 5/21/26

Not Hot on Nvidia, Public Offering Parade & Hundred-Point Hike? 5/20/26

The Global Bond Rout, The Solo Sell on Nvidia, and Google’s New AI Agent 5/19/26

Court Rules Against Musk in Legal Battle with Sam Altman, OpenAI 5/18/26

The Exchange 5/15/26

Cerebras Opens for Trading, A Midterm Misstep, and Crypto Clarity 5/14/26

The Exchange 5/13/26

Bubble Babble, Memory Mayhem, and a Spring Swing 5/12/26

Dotcom Do-Over?, Nadella Takes the Stand, and The Sleeper in Semis 5/11/26

Market participants are debating whether the current tech-driven rally mirrors the dot-com bubble, as the S&P and NASDAQ reach record highs. While some analysts draw parallels to the internet build-out of the late 1990s, others emphasize that current valuations are supported by fundamental growth in "agentic AI" and ma...

Two Rate Hikes, Tensions Ahead of China Summit, and AI Economic Distortions 5/8/26