The Exchange

Tech stocks surging in April, but Barclays says the sector still looks historically cheap. SpaceX strikes a deal for the right to buy AI startup Cursor. Plus, Google unveils new in-house chips and AI tools amid growing competition for corporate customers.

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The c-suite view on Apple's CEO change. What Fed Chair nominee Kevin Warsh said, and didn't say, in his confirmation hearing. Plus, Alaska Air suspends guidance amid surging jet fuel prices.

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Listen to the day's top stories, the must reads & a whole lot more for today's modern investor.

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The S&P and Nasdaq hit new all-time highs and oil prices drop on optimistic Iran war headlines.  Airline stocks surge as crude slips, and that could set the stage for consolidation, according to a former United CEO. Plus, Oracle shares post their best week since 1999.

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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.

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