Another Comcast Spinoff, AI Spending Risks, and Drill Down on Dislocations 6/29/26

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• 00:01

  More people, more devices, more AI.

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  The way we live today takes a lot of energy.

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  Wind and solar are powerful, but not always available.

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  That's where natural gas comes in, with reliable energy whenever it's needed.

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  Companies like Energy Transfer work behind the scenes,

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  safely transporting these resources to facilities across the country through a network of underground pipelines.

• 00:27

  Learn more at ittakesenergy.com.

• 00:30

  This episode is brought to you by Schwab Market Update, an original podcast from Charles Schwab.

• 00:35

  Join host Keith Lansford for this information-packed daily market preview delivered in 10 minutes

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  or less, including projected stock updates, monetary policy decisions,

• 00:46

  and key results and statistics that may impact your trading.

• 00:50

  Download the latest episode and subscribe at schwab.com slash market update podcast

• 00:55

  or find Schwab Market Update wherever you get your podcasts.

• 00:59

  You're listening to The Exchange.

• 01:01

  Here's today's show.

• 01:06

  Thank you very much, Frank.

• 01:07

  The Nasdaq is rallying in spite of weakness in the memory trade.

• 01:11

  The Dow's newest component is up 4% today, and the Mag 7 are making a stand.

• 01:16

  I'm Kelly Evans, and welcome to The Exchange.

• 01:18

  The mega-cap tech names are outperforming today.

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