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

Page: https://stenobird.com/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
Text version: https://stenobird.com/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
Podcast: [The Exchange](https://stenobird.com/podcast/the-exchange-431205)
Published: 2026-05-29T18:37:32+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/deb09faa-141b-43a9-8e84-8d275f6dfdc4/audio/128/default.mp3?aid=rss_feed&awCollectionId=6238655f-ae42-419d-a14c-edccbf577d8e&awEpisodeId=deb09faa-141b-43a9-8e84-8d275f6dfdc4&feed=tc4zxWgX
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Duration seconds: 2613

## Resource

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.

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## Transcript

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