Episode

“Dude, You’re Getting a Dell,” A Hiccup for the Space Race & A Dot-Com Moment without the Bubble 5/29/26

Podcast: The Exchange
Published: May 29, 2026
Duration seconds: 2613
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Canonical source: https://www.cnbc.com
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Markdown: /podcast/the-exchange-431205/dude-you-re-getting-a-dell-a-hiccup-for-the-space-race-a-dot-com-moment-without-the-bubble-5-29-26.md

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Summary

Dell shares are on pace for their best day ever as AI server revenue soars. A setback for SpaceX competitor Blue Origin puts the IPO back in the spotlight. Semiconductor stocks are on a historic run and Nvidia is no longer leading the charge.