Zelenskyy and Netanyahu in DC, A Memory Shift, and a Stealth AI MVP? 7/28/26

泽连斯基和内塔尼亚胡访问华盛顿,记忆的转移,以及一个隐形人工智能MVP? 7月28日,2026年

The Exchange

2026-07-29

44 分钟
PDF

单集简介 ...

Ukrainian President Zelenskyy and Israeli Prime Minister meeting separately with President Trump at the White House as the wars in Iran and Ukraine become more entwined. Susquehanna’s Mehdi Hosseini says memory prices are nearing a ceiling, and that leadership in the space will come down to ‘hand-to-hand combat’ now that the ‘easy money’ has been made. Plus, Gabelli Co-CIO Chris Marangi’s under-the-radar AI trade.  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 ...

  • I'm Galen, co-founder of Brooklyn Solar Works.

  • With my Chase Inc.

  • Business premiere card, I get unlimited 2.5% cash back on purchases of $5,000 or more,

  • which helps us donate solar panels to community gardens.

  • Real business owner compensated for the participation.

  • Cards issued by JPMorgan Chase Bank and a member of DSEE.

  • Subject to credit approval.

  • Terms apply.

  • Did you know that neuro-symbolic 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.

  • Thank you very much, Mike.

  • The Dow is up, but the Nasdaq is down again as the AI swoon continues.

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

  • Well, the Nasdaq's slightly positive now.

  • Shares of Sherwin-Williams and Coca-Cola soaring today, leading the blue chips as the market continues to rotate.