‘ROC’-ing the AI Trade, JetBlue Founder on Airlines, and a Chips Pair Trade 7/9/26

“ROC”在AI贸易中闪耀,JetBlue创始人谈航空业,以及芯片对冲交易7/9/26

The Exchange

2026-07-10

43 分钟
PDF

单集简介 ...

The trade for investors concerned about AI capex. Aviation entrepreneur David Neeleman on the airline industry. Plus, the chip stocks Carter Worth calls so bad, they’re good.   Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
更多

单集文稿 ...

  • Did you know that Neurosymbolic AI can help your business find new ways to make money?

  • EY Parthenon is the only one offering this groundbreaking growth platform.

  • Neurosymbolic AI analyzes hundreds of millions of data points to reveal new growth strategies.

  • EY Parthenon teams deploy this innovation so you can uncover hidden value and scale beyond existing boundaries.

  • Want to know what Neurosymbolic AI can do for your business?

  • Contact EY Parthenon today.

  • Solutions that work in practice, not just on paper.

  • Zach, nice vacation spot.

  • But without T-Mobile 5G home internet, it's scary here.

  • Don't open it.

  • Relax.

  • I ordered T-Mobile 5G home internet with same-day delivery powered by DoorDash.

  • Nothing to be afraid of.

  • We're saved.

  • T-Mobile 5G home internet delivered the same day.

  • Powered by DoorDash.

  • Just $35 a month with auto pay and a voice line.

  • Plus taxes and fees.

  • Same-day delivery for most internet-eligible customers.

  • See if it's an option during checkout.