Episode

Apple's AI Problem, "Save the Shire," and Caterpillar Crushes 4/30/26

Podcast: The Exchange
Published: Apr 30, 2026
Duration seconds: 2613
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Canonical source: https://www.cnbc.com
Audio: https://dts.podtrac.com/redirect.mp3/cnbc.simplecastaudio.com/6238655f-ae42-419d-a14c-edccbf577d8e/episodes/d25c2504-cabd-4fec-93d8-f9685b441d65/audio/128/default.mp3?aid=rss_feed&awCollectionId=6238655f-ae42-419d-a14c-edccbf577d8e&awEpisodeId=d25c2504-cabd-4fec-93d8-f9685b441d65&feed=tc4zxWgX
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Summary

The iPhone is booming, but can Apple fix its AI problem? Oppenheimer's "one AI to rule them all." Plus, how AI could touch off a new cycle for an old industrial.