The Exchange

Does the rally have room to run? Our market guest says yes, and for one specific reason. She’s here to make her case, and bring one name she’s especially bullish on. I’ll give you a hint – she buys her gas and her champagne there. Plus, OpenAI partnering with Reddit is just the latest example of AI companies racing to secure access to data. And they may be knocking on this company’s door too. We’ll bring you the name, and the man lending AI efforts there.   Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

milestone moment. The Dow just hit 40,000 for the first time ever, but can the bulls keep the momentum going? Our market guest has concerns about the strength of the economy and the consumer. He’s here with what makes him worry, and what he’s buying against this backdrop. Plus, speaking of the consumer, one of our guests is hoping to attract a particular kind. We’ll tell you who, how, and why they’re on this year’s Disruptor 50 list. And speaking of disruption, is ChatGPT’s latest tech a killer or catalyst for language learning companies? The CEO of Duolingo isn’t worried, he’s welcoming it with open arms.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Stocks are surging after inflation cooled a bit last month. We’ll look at what that means for the Fed’s next move. Plus, lower yields are boosting homebuilders today, but new data shows demand could be slowing and we could be nearing an inflection point. And now that Google’s announced an AI assistant and search overhaul, what do all the big tech moves mean for advertisers and publishers? Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Kelly explains how many investors have done better over time than they realize. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Google’s annual developers conference is kicking off with some big announcements on the company’s AI initiatives. We’ll bring you the headlines and break down what they mean for the AI race. Plus, meme stocks are back in the spotlight, and we’ve got the charts, the chatter, and the trade on the latest stock market craze. And Mastercard’s new numbers show consumers spending big on travel. We’ll break down the data with Mastercard’s chief economist, Michelle Meyer. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Kelly explains why the Fed’s battle against inflation is far from over. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Roaring Kitty and the meme trade are back, along with the rising risk of stagflation. We’ll look at how to position, and how to diagnose the health of this market rally. Plus, Apple, Google, and Microsoft are gearing up for their developer conferences. But OpenAI is front running all of them with today’s spring update. We have the headlines and the implications of a potential landmark deal with Apple. And despite big gains from GLP-1 makers, health care is underperforming the broader market this year, and our market guest has three value names in the space. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Is the IPO reopening real? Is Google’s AI strategy hinging on man? And speaking of AI, we’ve been waiting on something big from Apple, and they “crushed it,” but not in a good way. We’ll talk about all of that with Slow Venture’s Sam Lessin. Plus, the Dow is on track for eight straight days of gains. Our market guest says those gains can keep going, as long as one thing happens. He’ll tell us what it is and what he’s buying. And, in choppy waters. That’s how the CEO behind this name describes the consumer. He also says his company is well-positioned to weather it. The stock is up 17% just this week. He joins us ahead.   Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Corporate America is giving mixed signals on the consumer. We’ll round up the latest company commentary and speak with Lidl’s US CEO about what he’s seeing on the food inflation front. Plus, Beyond Meat’s CEO joins us for his first live TV interview since the depths of the pandemic. We’ll wrap up the company’s disappointing quarterly results and look ahead to what’s next. And Gen Z is increasingly choosing trade schools over traditional 4-year colleges. We’ll speak with the CEO of one publicly traded company that’s benefitting from that boom. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jefferies’ David Zervos says traders are living in rate cut la-la land and joins Kelly to make his case. Plus, office loan defaults are nearing historic levels, and the Empire State Building’s landlord says that’s creating a once-in-a-lifetime buying opportunity. And the likes of Stanley Druckenmiller are starting to trim Nvidia –should you? We’ll ask one of the biggest bulls on Wall Street. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.