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Memory’s Micron Moment, Congressional Clash, and Just a June Swoon? 6/24/26

Amid the recent choppiness in the memory trade, we bring you we bring you the key numbers ahead of bellwether Micron’s earnings--and the share price …

52 minutes ago

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Fading Memory, Retail Renaissance, and Standby on SpaceX 6/23/26

Memory chips come back down to earth. Wolfe targets a new top pick in retail. Plus, why G Squared Capital’s Victoria Greene is sitting on the SpaceX …

1 day ago

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The Fractured Tech Trade, Memory Momentum, and remembering Alan Greenspan 6/22/26

Every Mag 7 stock is down over the past month, while memory names keep rallying. We look at the fractures in tech, and what’s the better AI trade fro…

2 days, 1 hour ago

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Apple Price Hike, Oil Prices Fall on Iran Agreement, and a SpaceX Bear 6/18/26

Apple will reportedly raise prices, and President Trump says the company will partner with Intel to design and build chips in the US. Oil and gas pri…

6 days ago

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Special Coverage: Kevin Warsh’s First Rate Decision as Fed Chairman 6/17/26

Kelly Evans and Brian Sullivan host CNBC’s special coverage of the Federal Reserve rate decision live from Washington, DC. Former Philadelphia Fed Pr…

1 week ago

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Iran Peace Framework, Tech Takes Off, and Investing in World Cup Infrastructure 6/15/26

Stocks pop after the US and Iran sign an agreement to continue to negotiate an end to the war. Tech stocks surge, with chips, software and the Mag 7 …

1 week, 2 days ago

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SpaceX Soars in Trading Debut 6/12/26

Shares of SpaceX pop in the biggest IPO ever. We dig into what it will take to bring the company to scale, some of the key technological risks it fac…

1 week, 5 days ago

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The Exchange 6/11/26

Episode 12

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.ad…

1 week, 6 days ago

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Markets Ready for SpaceX IPO, Proposals for Prediction Markets, and The Big Business of the Knicks 6/10/26

Stocks under pressure as investors prepare for the SpaceX IPO, which is shaping up to be an historic liquidity event. The names that could see the mo…

2 weeks ago

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Wild Stock Swings, The “K” Comes for Housing, and The Evolving Capex Trade 6/9/26

Stocks give up earlier gains, with tech the biggest laggard once again. The homebuilder KBW says can defend margins in the K-shaped housing market.  …

2 weeks, 1 day ago

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