Episode

Dotcom Do-Over?, Nadella Takes the Stand, and The Sleeper in Semis 5/11/26

Podcast: The Exchange
Published: May 11, 2026
Duration seconds: 2660
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Canonical source: https://www.cnbc.com
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Summary

The run-up in tech has Dan Niles remembering like it’s 1999, but he says the rally “has at least one more great year.” Microsoft’s Satya Nadella takes the stand in the Musk vs. Altman trial. Plus, the under-the-radar chip company UBS says is “the fastest grower” in the space.