The Exchange

Why the bull market should last at least another five months. Tech and media executive Tom Rogers’ surprising potential deal target as the Allen & Co. Conference kicks off in Sun Valley, Idaho. Plus, CNBC investigates the Chinese tech in American products that’s raising national security concerns.

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

With tech proving volatile, investors are putting their money to work in other sectors. Sal Khan, CEO of Khan Academy, reveals how much computer time kids should have per week to be successful. Plus, the beautiful game drives prediction market volumes to record highs.

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

Citi moving to market weight on tech in the third quarter and returning to barbell positioning with large growth and small value. Big Technology’s Alex Kantrowitz calls OpenAI’s reported suggestion the government take a 5% stake in the startup an “incentive misalignment nightmare.” Plus, Deepwater’s Gene Munster declares the EV winter of the past two years over.   

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

Fed Chairman Kevin Warsh saying he’d rather have a “good family fight” with his FOMC colleagues at the next rate decision meeting than give forward guidance. Journalist and author Sebastian Mallaby weighs in on what’s holding OpenAI back, how Google is pulling ahead and why it’s in the best interests of both nations if the US and China coordinate on AI. Plus, Wolfe Research upgrades Fox, saying its merger with Roku will scale Fox’s general entertainment streaming and could double its long-term sales growth rate.  

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

Piper Sandler’s Michael Kantrowitz sees a two-handle for CPI inflation by year-end, which will put the Fed hawks on pause. Will M&A drive the next leg of the bull market? Plus, a record-setting NYC real estate agent on what’s next for luxury properties.    

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