# Semiconductors Soar, Apple's AI Fumble, and Former FDIC Chair Bair 5/6/26

Page: https://stenobird.com/podcast/the-exchange-431205/semiconductors-soar-apple-s-ai-fumble-and-former-fdic-chair-bair-5-6-26
Text version: https://stenobird.com/podcast/the-exchange-431205/semiconductors-soar-apple-s-ai-fumble-and-former-fdic-chair-bair-5-6-26.md
Podcast: [The Exchange](https://stenobird.com/podcast/the-exchange-431205)
Published: 2026-05-06T19:29:13+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/17cd2933-f68d-4187-8892-8ba1157999cf/audio/128/default.mp3?aid=rss_feed&awCollectionId=6238655f-ae42-419d-a14c-edccbf577d8e&awEpisodeId=17cd2933-f68d-4187-8892-8ba1157999cf&feed=tc4zxWgX
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JSON: https://stenobird.com/v1/public/podcasts/the-exchange-431205/episodes/semiconductors-soar-apple-s-ai-fumble-and-former-fdic-chair-bair-5-6-26
Duration seconds: 2620

## Resource

Bernstein joins the AMD bandwagon after shares surge on earnings. Apple's R&D spend rises as it tries to catch up in the AI race. Plus, former FDIC chair Shiela Bair talks Warsh, banks, and new children's book, "How Not To Lose A Million Dollars."

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## Transcript

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