Episode

Bubble Babble, Memory Mayhem, and a Spring Swing 5/12/26

Podcast: The Exchange
Published: May 12, 2026
Duration seconds: 2631
Processing state: not_requested
Canonical source: https://www.cnbc.com
Audio: https://dts.podtrac.com/redirect.mp3/cnbc.simplecastaudio.com/6238655f-ae42-419d-a14c-edccbf577d8e/episodes/07f220f4-3fb7-4339-9e95-5e58c19c70b6/audio/128/default.mp3?aid=rss_feed&awCollectionId=6238655f-ae42-419d-a14c-edccbf577d8e&awEpisodeId=07f220f4-3fb7-4339-9e95-5e58c19c70b6&feed=tc4zxWgX
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Markdown: /podcast/the-exchange-431205/bubble-babble-memory-mayhem-and-a-spring-swing-5-12-26.md

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Summary

Chip stocks, including Nvidia, Intel, Micron, Qualcomm and AMD, are sitting near record highs and fueling concerns of a 1999 repeat. One Korean policymaker’s suggestion of paying citizens an AI “dividend” throws the memory trade into temporary disarray. Plus, home prices post their strongest monthly gain in nearly two years.