May 6, 2026

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

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."

Also available on Apple Podcasts ↗