About this episode
Chip stocks under pressure following weak guidance from equipment maker Applied Materials. Intel the notable exception on a report that the U.S. government is looking to take a stake in the chipmakers. Our trader tells us which semi stocks he’s buying. Plus, United Health sharply higher after Berkshire Hathaway revealed a stake of five million shares, worth about $1.6 billion. We dive into that move and more.
Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Get every episode summarized
Each time The Exchange publishes, we email you a written briefing from the transcript — the topics, who appeared, and any specific claims, with the ad reads skipped.
Email me new episodesFree for 3 shows. No card needed.
Hosts & guests
No transcript yet
This episode has not been transcribed. Request it and it moves to the front of the queue.
More episodes
More from The Exchange
Crude’s “Crash Diet,” Tariff Tiff, and Hold off on a Hike? 9/8/26
The Exchange
Jobs Jolt, Hugging Face’s First Investor, and Where the Pricing Power Is 9/4/26
The Exchange
Nvidia Buys Hugging Face, AI Outages, and Data Center Dissent 9/3/26
The Exchange
The Great Data Center Debate, Apple’s New Era, and Not Swooning in September 9/2...
The Exchange