# Apple’s Big Announcements, The Bull Case for Chips, and Under-the-Radar AI Plays  6/8/26

Page: https://stenobird.com/podcast/the-exchange-431205/apple-s-big-announcements-the-bull-case-for-chips-and-under-the-radar-ai-plays-6-8-26
Text version: https://stenobird.com/podcast/the-exchange-431205/apple-s-big-announcements-the-bull-case-for-chips-and-under-the-radar-ai-plays-6-8-26.md
Podcast: [The Exchange](https://stenobird.com/podcast/the-exchange-431205)
Published: 2026-06-08T18:22:50+00:00
Episode link: https://www.cnbc.com
Audio file: https://dts.podtrac.com/redirect.mp3/cnbc.simplecastaudio.com/6238655f-ae42-419d-a14c-edccbf577d8e/episodes/ab26d2eb-f5f1-4401-bba1-58c71a012159/audio/128/default.mp3?aid=rss_feed&awCollectionId=6238655f-ae42-419d-a14c-edccbf577d8e&awEpisodeId=ab26d2eb-f5f1-4401-bba1-58c71a012159&feed=tc4zxWgX
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Duration seconds: 2651

## Resource

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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