The Exchange

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.  

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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.    

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Comcast touching off merger speculation after announcing it will separate NBCUniversal and Sky, its European media arm, from its broadband business. A new report warning the AI spending spree risks ending in a damaging, lengthy investment bust. Plus, DA Davidson sees a split in the tech trade. 

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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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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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