# ‘ROC’-ing the AI Trade, JetBlue Founder on Airlines, and a Chips Pair Trade 7/9/26

Page: https://stenobird.com/podcast/the-exchange-431205/roc-ing-the-ai-trade-jetblue-founder-on-airlines-and-a-chips-pair-trade-7-9-26
Text version: https://stenobird.com/podcast/the-exchange-431205/roc-ing-the-ai-trade-jetblue-founder-on-airlines-and-a-chips-pair-trade-7-9-26.md
Podcast: [The Exchange](https://stenobird.com/podcast/the-exchange-431205)
Published: 2026-07-09T18:07:56+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/c6ba34de-05e4-4ac9-b106-805a736963d5/audio/128/default.mp3?aid=rss_feed&awCollectionId=6238655f-ae42-419d-a14c-edccbf577d8e&awEpisodeId=c6ba34de-05e4-4ac9-b106-805a736963d5&feed=tc4zxWgX
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Duration seconds: 2627

## Resource

The trade for investors concerned about AI capex. Aviation entrepreneur David Neeleman on the airline industry. Plus, the chip stocks Carter Worth calls so bad, they’re good.

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## Transcript

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