Semiconductors Soar, Apple's AI Fumble, and Former FDIC Chair Bair 5/6/26
About this episode
The episode discusses the surge in semiconductor stocks, Apple's efforts in AI, and features an interview with former FDIC chair Shiela Bair.
Bernstein joins the AMD bandwagon after shares surge on earnings. Apple's R&D spend rises as it tries to catch up in the AI race. Plus, former FDIC chair Shiela Bair talks Warsh, banks, and new children's book, "How Not To Lose A Million Dollars."
People in this episode
Guest: Shiela Bair
Topics covered
- semiconductors
- AI
- banking
- investing
- earnings
Keywords
- semiconductors
- Apple
- AI
- Shiela Bair
- investing
- earnings
- banking
Mentioned in this episode
Organizations: AMD, Apple
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