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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1631 epizod
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...
The Exchange 12/18/25
Listen to the day's top stories, the must reads & a whole lot more for today's modern investor.
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IPOs To Watch, WBD Rejects Paramount & Betting on Prediction Markets 12/17/25
As Medlife opens at $6/share above its IPO price, we break down the big offerings to watch in 2026. The Warner Bros. Discovery Board unanimously votes...
Clash of the Kevins, 2025's Biggest IPO & Reels Hit a Bigger Screen 12/16/25
We break down the differences between the leading contenders for the next Fed chair. Medline's IPO will be the biggest since 2021. Plus, Instagram lau...
Low P/E Picks, Mixed Media & Tesla's ‘Monster Year’ Ahead 12/15/25
The low P/E stocks our strategist says will benefit from the rotation. It’s ‘Game of Thrones’ for the media stocks, and Wedbush’s Dan Ives says 2026...
AI Pullback, Homebuilder Hope & the Next Big IPO 12/12/25
Broadcom, Oracle and Intel shares all lower this week as AI bubble fears continue. Homebuilder ETF XHB is underperforming the broader market, but one...
OpenAI Announcements, Crypto Under Pressure & Rivian's New Chip 12/11/25
OpenAI announces a new ChatGPT model and gets a $1 billion investment with Disney. Bitcoin is down 20% in the past 3 months, but the CEO of Bitwise is...
Final Fed Decision of the Year 12/10/25
The Federal Reserve is expected to deliver its third straight interest rate cut in its last meeting of 2025. We break down the impact on markets, the...
DeepSeek Redux?, Weighing down Netflix & Rate Cut Buys 12/9/25
Why Netflix buying Warner Brothers Discovery is a bad idea, why we could be in for another DeepSeek moment, and the stocks to buy ahead of the Fed dec...
Paramount's Hostile Bid, Berkshire's Shakeup & Delistings Soar 12/8/25
Paramount launches an all-cash offer for Warner Bros. Discovery just days after losing to Netflix in the bidding war. A look into Berkshire's next cha...
Meta's Metaverse Cuts, Jobs Check-In & Homebuilder Hesitancy 12/4/25
Meta slashes its metaverse budget after its Reality Labs unit loses $70B in four years. Jobless claims hit their lowest level in three years, but alte...
AI vs. Rates, Rufus Rules & No Bottom for Bitcoin 12/3/25
Fresh AI concerns getting trumped by weak jobs data fueling rate cut hopes. Two top stock picks with one common denominator. Plus, why the bottom for...
A 'Code Red', A Bitcoin Bounce & A Food Fight 12/2/25
OpenAI’s Sam Altman issues a ‘Code Red’ as Google threatens the company’s lead. Bitcoin bounces back from its worst day since March, but can you trust...
Bigger than AI, Crypto Collapse, and Cyber Monday’s Clues 12/1/25
Kelly Evans is back in the anchor chair, and while investors are clamoring about the AI trade, she’s watching the 10-year yield. We’ll debate what its...
Big Gains for Small Caps, Health of Housing & Holid-AI Shopping 11/26/25
The small-cap names to watch as the Russell 2000 outperforms the major averages during the shortened holiday week. Sellers are pulling their homes off...
AI's Big Shift, Crushed Confidence & Retail's Best Buy 11/25/25
AI laggard Alphabet rapidly moving to the front of the pack, on track to hit a $4T market cap. Consumer confidence hits a 7-month low as recession fea...
Novo Nosedives, New AI Darlings & Buy the Former High-Flyers? 11/24/25
Novo Nordisk hits a 4-year low, just days after rival Eli Lilly hits a $1T market cap milestone.
Plus, some former high-flyers trading more down...
Markets Rebound, Bitcoin Breaks Down & Google's Gains 11/21/25
Stocks surge after the odds of a December rate cut climb. Bitcoin on pace for its worst week in three years. Plus, Alphabet's AI momentum is worrying...
Wall Street's Double Whammy 11/20/25
The Nvidia-fueled rally fizzles, and so do hopes that the Fed will cut rates next month. We look at where you can ride out the volatility and still fi...
Nvidia on Deck, Muddy Waters' New Long Position & Read on Retail 11/19/25
We break down the Nvidia numbers to watch after the bell with VC Lo Toney, and the only analyst with a sell rating on the AI giant. Short-seller Carso...
Scaling Back on AI, Crypto Cools & 3 Names to Buy 11/18/25
The Street starting to split on hyperscalers with Rothschild & Co Redburn downgrading Microsoft and Amazon, while Loop upgrades Alphabet. Bitcoin turn...
Tracking Nvidia Trades, Retail Wreckage, and AI Super PAC Spending 11/17/25
Options flashing a bullish, but cautious, signal ahead of Nvidia earnings. Bernstein sees near-term risk for the country’s biggest retailer. Plus, the...