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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Bubble Beacons, Prediction Friction, and a Data Center Disconnect 8/14/26
Semis are in a bubble, according to Citi’s indicator. Former Assistant AG Jonathan Kanter on prediction markets’ legal hurdles. Plus, the disconnect b...
S&P 500 Milestone, Zuckerberg’s AI Manifesto, Anthropic’s Power Deal 8/13/26
The benchmark index crossing 7,800 for the first time ever as new inflation data comes in softer than expected. Plus, early Facebook investor Roger Mc...
The Exchange 8/12/26
Listen to the day's top stories, the must reads & a whole lot more for today's modern investor.
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Compute an Asset Class?, Two Wars Becoming One?, and Existing Home Sales Slump 8/11/26
Nvidia just lined up $500 billion in funding from some of the biggest financiers in the world. Does this mean compute is now its own asset class? Plus...
Take a Three-Quarter Point Hike, Food Safety Changes, and Grab the Chips 8/10/26
Sticky inflation has Bank of America predicting 75 basis points of Fed hikes this year. Acting FDA Commissioner Kyle Diamantas on a rule change for in...
Weak Jobs Report, AI Model Fears, and the Data Center Economy 8/7/26
Does July’s weak jobs report change the Fed’s rate path? OpenAI is pausing the rollout of its upcoming model due to “cyber capabilities.” Plus, the da...
Memory’s Next Move, Google’s Fork in the Road, Countdown to July Jobs Report 8/6/26
Sandisk and Western Digital drop following results. We look at how position within the memory trade. Plus, Alphabet has to make a tough decision betwe...
SpaceX Sinks, AI’s Bad Behavior, 3 Rate Hikes this year? 8/5/26
One of Wall Street’s first SpaceX bears joins us on the heels of the company’s debut quarterly results. Anthropic’s Mythos makes headlines for its bad...
Market Rally, Oil Slips, C-Shaped Economy 8/4/26
Another batch of strong earnings powering the Dow and S&P 500 to record highs. Oil prices fall after Treasury Secretary Bessent told CNBC we may have...
Torque in Tech, Macro Shifts, and Earnings Exchange 8/3/26
Evolution in the AI trade. A rise in long-term global bond yields. And the key names to watch this week.
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The Spending Shift, Model Mayhem, and Wrong on Warsh? 7/31/26
The bullish case for the AI capex spenders, rather than the receivers. Cybersecurity expert Ivan Tsarynny’s AI warning after Anthropic discloses three...
Regaining Momentum, Fed Up, and the Next Phase of the Iran War 7/30/26
Semis on the upswing after a rough couple of sessions, but should investors trust the bounce in the momentum trade after what BTIG calls the largest/f...
Countdown to the Fed Decision 7/29/26
Kelly Evans and Brian Sullivan go to Washington, DC to sit down with leaders from the White House to the C-Suite ahead of the Federal Reserve’s intere...
Zelenskyy and Netanyahu in DC, A Memory Shift, and a Stealth AI MVP? 7/28/26
Ukrainian President Zelenskyy and Israeli Prime Minister meeting separately with President Trump at the White House as the wars in Iran and Ukraine be...
Big Tech’s Big Week, Time for Some A.I.R (AI regulators), and a China Chip Debut 7/27/26
Four of the Mag 7—Apple, Amazon, Meta, and Microsoft—report this week, our experts get you ready. Former Nasdaq CEO Bob Greifeld makes the case for AI...
Semis Suffer, Capex Concerns Crop Up, and Bullish Bets 7/24/26
Intel’s massive quarter not enough to boost chip stocks. AI spending concerns cropping up in both the equity and the credit markets--and that could be...
Tech Trashed and Rising Risks 7/23/26
Tech under pressure as oil prices climb and yields touch multi-year highs, on top of Alphabet hiking capex for the second quarter in a row, adding to...
John Paulson Stays Gold, Alphabet After the Bell, and the Hugging Face Hack 7/22/26
In his first CNBC appearance in nearly two years, billionaire John Paulson, alongside NovaGold Chairman Thomas Kaplan, reveals why he’s staying focuse...
No TAM Troubles, The Debt Debate, and a Defense Deficit 7/21/26
Bank of America reminds investors that “open source” AI models don’t mean “free,” and that concerns about memory stocks are overblown. With $77 billi...
Big Tech on Deck, Congress’ Midterm To-Do List, and Cyclospora Outbreak 7/20/26
Alphabet, Intel and ServiceNow report this week. There are fewer than 20 legislative days until the midterm elections and Pimco’s Libby Cantrill says...
China’s New AI Model, Tap-to-Pay Troubles, and Underdog Plays the Field 7/17/26
A new Chinese AI model reportedly narrows the gap between OpenAI and Anthropic. A CNBC investigation reveals how criminals are using tap-to-pay techno...
Nibbling at Nvidia, Building Backlash, and Korea’s Volatility Curb 7/16/26
Nvidia is finally derisked enough to buy, according to GMO’s Tom Hancock. New York becomes the first state to pass anti-data center development legisl...
The Exchange 7/15/26
Listen to the day's top stories, the must reads & a whole lot more for today's modern investor.
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Kevin Warsh Testifies, IBM’s Warning, and the Incredible Shrinking AI Model 7/14/26
Fed chair Kevin Warsh says inflation is a choice in his first Monetary Policy Report testimony on Capitol Hill. IBM shares have their worst day since...
Oil Climbs on Hormuz Tensions, Apple’s OpenAI Lawsuit, and Earnings Season Eve 7/13/26
Crude prices surge as President Trump says the US is ‘reinstating’ a Strait of Hormuz blockade. Apple sues OpenAI, alleging intellectual property thef...
SK Hynix's US Debut, Bring Back the Blockade, and a Water Break Boost 7/10/26
SK Hynix shares pop in their first day of Nasdaq trading, but Susquehanna is staying cautious. Brookings' Robin Brooks makes the argument for implemen...
‘ROC’-ing the AI Trade, JetBlue Founder on Airlines, and a Chips Pair Trade 7/9/26
The trade for investors concerned about AI capex. Aviation entrepreneur David Neeleman on the airline industry. Plus, the chip stocks Carter Worth cal...
The Exchange 7/8/26
Listen to the day's top stories, the must reads & a whole lot more for today's modern investor.
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Bulls on Course, Valley of the Deals, and CNBC Investigates 7/7/26
Why the bull market should last at least another five months. Tech and media executive Tom Rogers’ surprising potential deal target as the Allen & Co....
Rotation Nation, AI in the Classroom, and Betting’s Soccer Boost 7/6/26
With tech proving volatile, investors are putting their money to work in other sectors. Sal Khan, CEO of Khan Academy, reveals how much computer time...
Bringing Back the Barbell, OpenAI’s Government Proposal, and Winter is Ending 7/2/26
Citi moving to market weight on tech in the third quarter and returning to barbell positioning with large growth and small value. Big Technology’s Ale...
A More Opaque Fed, AI’s Strange Bedfellows, and “Less Screaming. More Streaming!” 7/1/26
Fed Chairman Kevin Warsh saying he’d rather have a “good family fight” with his FOMC colleagues at the next rate decision meeting than give forward gu...
Hold Off on Hikes, Deals in the Driver’s Seat, and Luxury Lodging 6/30/26
Piper Sandler’s Michael Kantrowitz sees a two-handle for CPI inflation by year-end, which will put the Fed hawks on pause. Will M&A drive the next leg...
Another Comcast Spinoff, AI Spending Risks, and Drill Down on Dislocations 6/29/26
Comcast touching off merger speculation after announcing it will separate NBCUniversal and Sky, its European media arm, from its broadband business. A...
The Exchange 6/26/26
Listen to the day's top stories, the must reads & a whole lot more for today's modern investor.
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CNBC @ Cboe: Live from Chicago 6/25/26
Kelly Evans and Brian Sullivan are live for a special 2-hour broadcast from the Cboe’s iconic trading floor in Chicago with Chicago Fed President Aust...
Memory’s Micron Moment, Congressional Clash, and Just a June Swoon? 6/24/26
Amid the recent choppiness in the memory trade, we bring you we bring you the key numbers ahead of bellwether Micron’s earnings--and the share price K...
Fading Memory, Retail Renaissance, and Standby on SpaceX 6/23/26
Memory chips come back down to earth. Wolfe targets a new top pick in retail. Plus, why G Squared Capital’s Victoria Greene is sitting on the SpaceX s...
The Fractured Tech Trade, Memory Momentum, and remembering Alan Greenspan 6/22/26
Every Mag 7 stock is down over the past month, while memory names keep rallying. We look at the fractures in tech, and what’s the better AI trade from...
Apple Price Hike, Oil Prices Fall on Iran Agreement, and a SpaceX Bear 6/18/26
Apple will reportedly raise prices, and President Trump says the company will partner with Intel to design and build chips in the US. Oil and gas pric...