About this episode

The episode discusses Meta's investment in AI chips, Delta's strong earnings report, and JPMorgan's revised earnings estimates due to fuel prices, along with a contrarian trade strategy.

Meta is doubling down on custom AI chips, expanding its partnership with Broadcom. Delta kicked off airline earnings with a strong Q1 beat, but JPMorgan's Jamie Baker is reducing his 2026 earnings estimates on higher fuel prices. Plus, one technician's "ultimate contrarian trade."

More episodes of The Exchange

• Big Tech on Deck, Musk vs. OpenAI, and Cardiac Drug Breakthroughs 4/27/26 · April 27, 2026 · 44 min
• DOJ Drops Powell Probe, Big Tech on Deck, and Intel's Gain, AMD's...Gain? 4/24/26 · April 24, 2026 · 44 min
• Debunking Oil Myths, the New Gamestop?, and Saving Spirit 4/23/26 · April 23, 2026 · 44 min
• Tech Still Cheap, SpaceX's $60B Deal, and Google's Enterprise Fight 4/22/26 · April 22, 2026 · 44 min
• Apple's Turnover, Warsh Gets Grilled, and Airline Indigestion 4/21/26 · April 21, 2026 · 44 min
• The Exchange 4/20/26 · April 20, 2026 · 44 min

Explore listener stats, chart rankings, contacts and more on the The Exchange podcast page.