The Exchange
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The Exchange
"The Exchange" on CNBC is a one-stop shop for the day's top business stories, along with breaking news and the must-see market movers heading into the back half of the trading day. This newsroom-based program also features lots of original reporting, in-depth conversations and showcases CNBC's award...
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1652 episoder
Not Nvidia, Mamdani's Property Tax Plan, and Zuckerberg Takes the Stand 2/18/26
Retail investors are passing on Nvidia in favor of other beaten down tech names. The owner of the Empire State Building weighs in on NYC Mayor Zohran...
"Warnamount" vs. "Netflix Bros.", Ford's EV JV, and Amazon's Losing Streak 2/17/26
Netflix allows Warner Bros. Discovery to reopen talks with Paramount after it sweetened its bid for the streamer. Ford's surprise joint venture push....
AI Disruption, Nvidia's Shrinking Moat, and “AI-Proof” Trades? 2/13/26
It was a wild week on Wall Street as AI fears sparked selloffs in different sectors. We look through the wreckage for opportunities and highlight some...
AI's Biggest Winner, AI's Newest Victim, and Housing's Huge Miss 2/12/26
The AI disruption is moving to new sectors. We look at the winners, the losers, and the biggest buying opportunities. Plus, real estate power player R...
Jobs Report Blowout, Top Tech Picks, and Data Center Tailwinds 2/11/26
Prospects of fewer rate cuts are outweighing enthusiasm on the economy. We game out what today’s report means for the Fed and for the markets. Plus, t...
Retail Sales Stall, Apple Bull Case, and Bitcoin Bottom in Sight? 2/10/26
It’s a big week for econ data, and we’re off to an ugly start with retail sales. Apple has quietly outperformed the rest of the Mag 7 this year, and o...
OpenAI Optimism, Microsoft's AI Malaise, and Bitcoin $38K? 2/9/26
DA Davidson says Oracle is a 'Buy' on renewed optimism for OpenAI. Melius Research is downgrading Microsoft saying CEO Satya Nadella has "lost the AI...
Dow 50k, The Upside-Down AI Trade, and When Will Bitcoin Bottom 2/6/26
The Dow soars more than 1,000 points, getting within striking distance of 50,000. With Amazon, Meta, and Microsoft lower on capex concerns, but the re...
Out with the New, In with the Old and Crypto Keeps Sliding 2/5/26
Tech's pain is consumer staples' gain, as the mag 7, chips, and software all take hits, while the likes of Coca-Cola and Hershey's hit highs. But, aft...
Software Slump, Alphabet on Deck, and Crypto Cracks 2/4/26
The software sell-off continues, but the CEOs of LegalZoom and Box both say AI agents will make those platforms more valuable in the long run. Futurum...
Musk's Mega Merger, Disney's New CEO, and Walmart's New Milestone 2/3/26
Elon Musk's SpaceX-xAI merger could be the biggest in history, but where does that leave Tesla? Disney names Josh D'Amaro as CEO Bob Iger's successor....
The AI Daisy Chain, Memory is the New Metals, and a Short Shutdown? 2/2/26
Oracle plans to raise $50 billion to shore up its AI spending, while Nvidia stalls its $100 billion investment into OpenAI. Mizuho says speculative mo...
Warsh Wins, Wall Street's Wary, and Sen. Warren's Warning 1/30/26
President Donald Trump selects Kevin Warsh as the next Fed chair, leaving investors to wonder which Warsh will show up: the hawk or the dove? Plus, Se...
Meta's Major Momentum, Tesla's Major Pivot, and Microsoft's Major Problem 1/29/26
Meta shares are surging, but will its big capex spending plans pay off? Tesla trades its Model X and S vehicles for humanoid robots. Plus, can Microso...
Dollar Destruction, Another Powell Pause, and Tech on Deck 1/28/26
Why there could be more pain ahead for the dollar. Economist Claudia Sahm says the Fed is in wait-and-see mode as both downside employment risk and in...
The Health of Health Insurers, 'Dumb Money' Durability, and Altman's Tech Job Warning 1/27/26
Health insurers face pressure after a new Medicare proposal. How meme traders have changed investing, five years after the GameStop mania. Plus, is Op...
Metals on the Move, Tech on Deck and Another Government Shutdown? 1/26/26
Gold and silver hit record highs, yet again, as the dollar hits a four-month low. The Mag 7 name Clockwise Capital says is the best-positioned to pivo...
OpenAI's Make or Break Year, Intel Interrupted, and Blizzard Bracing 1/23/26
Will OpenAI be able to cover its cashburn or will it continue to fall behind Google's Gemini? Intel's momentum hits a wall after weak guidance sends s...
Memory Momentum, Tech Trade Fade, and Lowe's' "Influencer" Era 1/22/26
Memory chips are in a super-cycle while the Mag 7 slows down. Will the AI race hit a wall or keep competitors cutthroat? Plus, Lowes's' new strategy t...
No Force for Greenland, The First Fed Fight, and the Housing Investor Ban 1/21/26
President Trump reiterates his pursuit for Greenland, but rules out using military force. Justice Kavanaugh advocates for Fed independence as the jus...
Slumping Stocks and Surging Yields, the Greenland Case, and Trump's Tariff Threats 1/20/26
Stocks tumble as trade war fears reignite, could that be a buying opportunity? Does America still have bargaining power when it comes to Greenland? Pl...
Hesitation over Hassett, the Billionaire Tax Battle, and a Power Auction 1/16/26
President Donald Trump wants to keep National Economic Council Director Kevin Hassett in his current position, shaking up the race for the Federal Res...
In Chips We Trust…Again, Crypto Regulation Roadblock, and Fed Independence & Inflation 1/15/26
Wells Fargo upgrades AI and memory chips. A key crypto bill loses industry support. Plus, why upending Fed independence could spur inflation.
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No Rate Cuts This Year, The Crude Conundrum, and Housing Catalysts 1/14/26
JPMorgan’s Chief US Economist makes the case for the Fed to hold interest rates steady in 2026. With oil prices climbing amid Iran tensions, Citi call...
A Shadow Fed, A Cap Contrarian Call, and Chips & Caso 1/13/26
The Department of Justice’s probe into Fed Chair Powell could create a “shadow Fed” and backfire against the Trump administration’s goals of lower int...
DOJ’s Powell Probe, Not Nvidia, and Credit Card Cap 1/12/26
Former Fed Governor Larry Lindsey says there are no heroes in the Justice Department’s investigation into Fed Chair Powell, while Brooking’s David Wes...
New Housing Plan, Big Oil at the White, and Meta goes Nuclear 1/9/26
President Trump directs GSEs to buy $200B in mortgage bonds, will it help lower rates? Oil Executives meet at the White House to discuss what’s next i...
A Buyback Ban, the Copper Crunch, and Where the Jobs Aren't 1/8/26
President Trump proposing new restrictions on corporate landlords and defense companies. S&P Global sees a copper shortage in the near-future. Plus, t...
Market Highs, Memory Mania & Playing Defense 1/7/25
A bearish strategist emerges as the Dow and S&P 500 both hit record highs. Memory chips are on a tear as Nvidia's CEO calls it a "completely underserv...
Semis Soar, Fintech's Future & Robotics Race 1/6/26
The VanEck Semiconductor ETF hits its third straight all-time high. Why the “death of crypto” was greatly exaggerated. How Google might be undercuttin...
Venezuela's Impact, Tech's Biggest Conference & Crypto Climbs 1/5/25
Following the U.S. military strike in Venezuela, we break down the effects on stocks, geopolitics and oil prices. AI takes center stage as the Consume...
Tesla Loses its Crown, Tariff Tailwinds & Dow Dogs 1/2/25
A decline in Tesla deliveries allows a rival to become the world's top EV seller. Furniture stocks surge after President Trump delays a tariff hike. P...
Final Trading Hours, Biotech's Boom & Buffett's Last Day 12/31/25
As 2025 wraps, we break down the year's top market drivers. Biotech deals dominated the sector, will the M&A momentum continue in 2026? Plus, it's the...
Global Gains, Another AI Acquisition & the Experience Economy 12/30/25
International markets are having a strong year, with most beating the S&P 500. Meta buys another AI startup. Plus, consumers turn to experiences over...
Mag 7 Decoupling, A Crypto Winter & Housing's Inflection Point? 12/29/25
The Mag 7 is no longer a monolith. Bitcoin has pulled back 30 percent since hitting an all-time high in October, will it continue to slide? Plus, a ke...
Nvidia's Biggest Deal Ever, China Strikes Back & Retail's "Returnuary" 12/26/25
Nvidia strikes a $20B deal with Groq. China imposes sanctions on 20 U.S. defense-related companies. Plus, as holiday shopping wraps up, returns are ju...
Testing Troubles, Let’s Go to the Mall, AI in Aisle Six 12/24/25
Nvidia reportedly stops testing Intel’s production process to manufacture advanced chips. A retail analyst checks in from his last-minute shopping tri...
A Tale of Two Economies, GLP-1 Gains & Zero-Gravity Data Centers 12/23/25
Third quarter growth was much stronger than expected, but low consumer confidence paints a mixed picture. Novo Nordisk shares climb after the FDA appr...
The Return of the AI, Tim Seymour’s Naughty & Nice Stocks & The Underestimated Discounter 12/22/25
With the Nasdaq 100 turning positive in December, we debate whether the AI trade is back. Fast Money trader Tim Seymour’s two nice stocks, and the nam...
Quadruple Witching, Stores Save 12/19/25
Christmas & A New Player in Predictions
Description: Over $7 trillion of options expire today-- the largest expiration ever. Retailers are comin...