The Exchange

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 longer leading the charge. 

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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 the SpaceX IPO and its impact on the benchmarks with a market structure expert.

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SK Hynix joins Micron as the latest member of the $1 trillion club, but is bigger always better? Cyber security ETF BUG up 37% over the past two months. Could cyber stocks be the new semis play? And the odds of a rate hike are climbing, but could the market be getting ahead of itself? 

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Micron crossing $1 trillion in market cap for the first time; how much room is left to run? Pope Leo calling for the “disarming” of AI, saying it threatens to normalize an “anti-human vision” of society. And as the New York Knicks head to their first NBA finals since 1999, Wall Street is buzzing about Madison Square Garden Sports’ potential spinoff of the Knicks and Rangers.

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Former Fed Governor Larry Lindsey gives his take on what a Kevin Warsh-led Fed will look like. Redpoint Ventures’ Managing Director and OpenAI investor Erica Brescia joins Kelly on the AI startup’s path to the public market. And Jeff Kilburg is sticking with Intel despite the stock’s meteoric rise.

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