The Exchange

The two "seismic shifts" underway our strategist says will have profound implications for markets as the Nasdaq and S&P hit fresh record highs. Evercore's bullish case for SanDisk.  Plus, the CEO of Madison Air on the heels of the biggest U.S. industrial IPO since 1999.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Meta is doubling down on custom AI chips, expanding its partnership with Broadcom. Delta kicked off airline earnings with a strong Q1 beat, but JPMorgan's Jamie Baker is reducing his 2026 earnings estimates on higher fuel prices. Plus, one technician's "ultimate contrarian trade."

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The software names with the most potential for margin upside this earnings season, according to DA Davidson.  A mixed bag for bank earnings, and G Squared's Victoria Greene warns that could be a "canary in the coal mine" for the economy. Plus, Israel and Lebanon meet in Washington, while a second round of peace talks between the U.S. and Iran are reportedly in the works.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Oil prices spike as the blockade of Iranian ports begins. As Trump threatens 50% tariffs on China for a reported arms sale to Iran, The Council on Foreign Relations' Charles Kupchan says the Chinese are enjoying every minute of the conflict as it distracts the U.S. and fractures its relationship with NATO. Plus, Goldman Sachs kicks off bank earnings.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Washington's warning to banks about Anhropic's new Mythos model. Inflation hits a near two-year high, while consumer sentiment touches a record low. Plus, energy analyst Denton Cinquegrana tells us when energy prizes should normalize if, what he calls, the "least ceasefire ceasefire in the history of ceasefires" holds up.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.