The Exchange

Release Date

Latest Episode

OpenAI Optimism, Microsoft's AI Malaise, and Bitcoin $38K? 2/9/26

DA Davidson says Oracle is a 'Buy' on renewed optimism for OpenAI. Melius Research is downgrading Microsoft saying CEO Satya Nadella has "lost the AI narrative." Plus, why Bitcoin could drop to $38K Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information abo ... Show more

. 44min 8sec

All Episodes

OpenAI Optimism, Microsoft's AI Malaise, and Bitcoin $38K? 2/9/26

. 44min 8sec

Dow 50k, The Upside-Down AI Trade, and When Will Bitcoin Bottom 2/6/26

The Dow soars more than 1,000 points, getting within striking distance of 50,000. With Amazon, Meta, and Microsoft lower on capex concerns, but the rest of the Mag 7, chips, and even software rallying after a rough week, we make sense of what's next in the AI trade. Plus, bitcoin ... Show more

. 51min 54sec

Out with the New, In with the Old and Crypto Keeps Sliding 2/5/26

Tech's pain is consumer staples' gain, as the mag 7, chips, and software all take hits, while the likes of Coca-Cola and Hershey's hit highs. But, after fresh jobs data disappoints and Revelio Labs says the labor market is now "permanently smaller," is the market action rotation ... Show more

. 44min 1sec

Software Slump, Alphabet on Deck, and Crypto Cracks 2/4/26

The software sell-off continues, but the CEOs of LegalZoom and Box both say AI agents will make those platforms more valuable in the long run. Futurum makes the case for Google as an AI infrastructure utility ahead of earnings. Plus, the potential headwinds on the horizon for Bit ... Show more

. 43min 22sec

Musk's Mega Merger, Disney's New CEO, and Walmart's New Milestone 2/3/26

Elon Musk's SpaceX-xAI merger could be the biggest in history, but where does that leave Tesla? Disney names Josh D'Amaro as CEO Bob Iger's successor. Plus, Walmart joins the $1 trillion club. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our ... Show more

. 43min 53sec