The Exchange

Kelly Evans and Brian Sullivan are live for a special 2-hour broadcast from the Cboe’s iconic trading floor in Chicago with Chicago Fed President Austan Goolsbee, Ariel's John Rogers, Cboe CEO Craig Donohue, Northern Trust CEO Mike O'Grady, Harris Oakmark's Bill Nygren, and more.

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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 KKM’s Jeff Kilburg, who timed the Intel rally, says would make him a buyer again. President Trump cancels the signing of the bipartisan housing bill, aimed at lowering housing costs, amid an ongoing battle with Congress over a controversial voter ID bill. Plus, why stocks will soon be over the June swoon. 

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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 sidelines. 

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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 from here.  

Plus, a look at Alan Geenspan’s influence on Fed policy.  

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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 prices fall as the Iran peace agreement seems to move forward. Plus, CFRA says markets are overvaluing SpaceX’s future optionality while discounting execution risks.   

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