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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Oil Cycle Continues, Inflation Conundrum, and Oracle's Comeback 3/11/26
The IEA announced plans to release a record 400 million barrels of oil to help ease the Iran supply disruption, but does that leave some parts of the...
Oil's Whipsaw Ride, Oracle's Data Center Dilemma, and is Defense the New AI? 3/10/26
Oil prices post their biggest daily loss since March 2022 after hitting above $119 just two nights prior. Will Oracle's data centers be able to accomm...
Overnight Oil Spike, Jet Fuel Soars, and Momentum in Tech 3/9/26
Oil prices hit their highest peak since June 2022 before falling back below $100/barrel. Airline stocks take a dip as jet fuel costs surge amid the Ir...
Oil Rally Strengthens, Labor Market Weakens, and Oracle's Opportunity 3/6/26
Crude oil breaks above $90 a barrel for the first time since 2023. The economy lost 92,000 jobs, but rising oil prices leaves the Fed's next moves up...
China's Big Growth Concerns, Labor's Big Divergence, and Software's Big Bounce 3/5/26
China sets its lowest economic growth target since the 1991, but AIE's Derek Scissors says it's actually on the "high end of reality." The hiring bifu...
Mag 7 Magnificent Again?, Software's AI Agent Takeover and South Korean Stocks Slip 3/4/26
The Mag 7 underperforming recently, but Rosenblatt Securities sees better days ahead. Box CEO Aaron Levie says AI agents will be the biggest users of...
Iran Conflict Continues, Energy Erupts, and a Market Sell-Off 3/3/26
President Trump says Israel did not force his hand to enter the Iran conflict, now in its fourth day. Oil and natural gas prices surge as the Strait o...
The Iran Conflict, Energy Spikes, and One-on-One with Jamie Dimon 3/2/26
The Iran conflict enters its third day, and President Trump leaves the door open for American boots on the ground. Natural gas prices soar after the w...
Private Credit Concerns, OpenAI's Record Round, and Paramount Wins Warner Bros. 2/27/26
Problems are piling up on private equity and credit lenders, and it's spreading to the banks. OpenAI closed a $110 billion fundraising round, rocketin...
Next for Nvidia, "AI-washing," and a Software Bounce? 2/26/26
Nvidia is on pace for its worst day since last April, but Deepwater Asset Management is staying bullish. More than 50,000 layoffs were tied to AI in 2...
Nvidia After the Bell, Crypto Relief, and the State of The Union 2/25/26
Wedbush calls Nvidia the leader in the AI revolution ahead of earnings. Circle surges on strong results, but Mizuho says it's facing two major headwin...
Meta & AMD Team Up, Bearish on Banks, and FedEx's Tariff Suit 2/24/26
Meta striking a massive deal with AMD, but should Meta be in the chips business? Financials post their worst day since last April, and one technician...
Tariff Turmoil, Software Sell-Off, and the Old Economy's Revenge 2/23/26
The Supreme Court struck down Trump's tariffs, but the president is warning countries to not back off from trade deals. Further AI disruption could le...
Iran Tensions, Trading Walmart, and “Owning” the Economy 2/19/26
Rising tensions between the U.S. and Iran send oil prices higher. Why Walmart is still set up for a strong year despite falling short on its earnings...
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...