EPISODE · Jun 8, 2026 · 44 MIN
Apple’s Big Announcements, The Bull Case for Chips, and Under-the-Radar AI Plays 6/8/26
from The Exchange · host CNBC
Apple’s highly-anticipated Siri AI fails to wow. Bank of America says when it comes to chips, it’s not about whether the returns will come—“it’s about whether the industry can keep up.” Plus, Berkshire board member and Portfolio Manager Chris Davis’ surprising AI winners. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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What this episode covers
Apple’s highly-anticipated Siri AI fails to wow. Bank of America says when it comes to chips, it’s not about whether the returns will come—“it’s about whether the industry can keep up.” Plus, Berkshire board member and Portfolio Manager Chris Davis’ surprising AI winners.
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Apple’s Big Announcements, The Bull Case for Chips, and Under-the-Radar AI Plays 6/8/26
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