Alphabet, Intel and ServiceNow report this week. There are fewer than 20 legislative days until the midterm elections and Pimco’s Libby Cantrill says Congress has a lot of work to do. Plus, a two-time former FDA commissioner on the cyclospora outbreak.<br><br>Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Big Tech on Deck, Congress’ Midterm To-Do List, and Cyclospora Outbreak 7/20/26

The Exchange

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[SPEAKER_B] You're listening to The Exchange. Here's today's show. Leslie, thank you very much. The infrastructure trade is helping markets rebound today, coming off a down week for the major averages. But the S&P still hasn't made a closing high since early June. I'm Kelly Evans and welcome to The Exchange. Lumentum and SanDisk are among the leaders on the S&P 500. We'll talk to Doug Clinton in a moment. He says China's cheaper AI models do not threaten that trade. He will explain why. Plus, U.S. gasoline Prices are back above $4 nationwide as the U.S. bombs Iran for the 9th consecutive night. Oil prices are unchanged today, though, as Iran says talks could be pursued. And an about-face from the FDA, which now says it may not be Taylor Farms lettuce that caused the cyclospora outbreak.

Big Tech on Deck, Congress’ Midterm To-Do List, and Cyclospora Outbreak 7/20/26

Read the full transcript

The candid version is on a podcast,
not the earnings call.

Big Tech on Deck, Congress’ Midterm To-Do List, and Cyclospora Outbreak 7/20/26

Read the full transcript

The candid version is on a podcast, not the earnings call.

The candid version is on a podcast,
not the earnings call.