The Exchange

Listen to the day's top stories, the must reads & a whole lot more for today's modern investor.

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The S&P and Nasdaq hit new all-time highs and oil prices drop on optimistic Iran war headlines.  Airline stocks surge as crude slips, and that could set the stage for consolidation, according to a former United CEO. Plus, Oracle shares post their best week since 1999.

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The two "seismic shifts" underway our strategist says will have profound implications for markets as the Nasdaq and S&P hit fresh record highs. Evercore's bullish case for SanDisk.  Plus, the CEO of Madison Air on the heels of the biggest U.S. industrial IPO since 1999.

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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."

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The software names with the most potential for margin upside this earnings season, according to DA Davidson.  A mixed bag for bank earnings, and G Squared's Victoria Greene warns that could be a "canary in the coal mine" for the economy. Plus, Israel and Lebanon meet in Washington, while a second round of peace talks between the U.S. and Iran are reportedly in the works.

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