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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“Dude, You’re Getting a Dell,” A Hiccup for the Space Race & A Dot-Com Moment without the Bubble 5/29/26
Dell shares are on pace for their best day ever as AI server revenue soars. A setback for SpaceX competitor Blue Origin puts the IPO back in the spotl...
Semis Outperforming Mag 7, Warsh’s First Move, SpaceX IPO Impact on Markets 5/28/26
Are semi stocks outperforming at the expense of the Mag 7? We’ll debate and look at how long that can continue. Plus, Komal Sri-Kumar joins us with hi...
The $1T Club, Cyber the New Semi & A Potential Rate Hike 5/27/26
SK Hynix joins Micron as the latest member of the $1 trillion club, but is bigger always better? Cyber security ETF BUG up 37% over the past two month...
Micron’s $1T Move, Pope Leo’s AI Warning, Knicks Win & Potential Spin(off) 5/26/26
Micron crossing $1 trillion in market cap for the first time; how much room is left to run? Pope Leo calling for the “disarming” of AI, saying it thre...
Warsh sworn in as Fed Chair, OpenAI’s IPO Plans, “Chip mania” still intact? 5/22/26
Former Fed Governor Larry Lindsey gives his take on what a Kevin Warsh-led Fed will look like. Redpoint Ventures’ Managing Director and OpenAI investo...
The Nvidia Read-Through, Bond Market Headwinds, Government’s Quantum Leap 5/21/26
Nvidia’s earnings beat, stock buyback, and dividend hike not exciting Wall Street, but one chip subsector is seeing a boost. Greg Ip’s “dangerous brew...
Not Hot on Nvidia, Public Offering Parade & Hundred-Point Hike? 5/20/26
Nvidia reports after the bell, but our portfolio manager sees better opportunities in semis. Wall Street readying for both SpaceX and OpenAI to file...
The Global Bond Rout, The Solo Sell on Nvidia, and Google’s New AI Agent 5/19/26
Yields soaring around the world as bond vigilantes try to force a Fed hike ahead of Kevin Warsh’s installation as Fed Chair. The street’s only analyst...
Court Rules Against Musk in Legal Battle with Sam Altman, OpenAI 5/18/26
We go live to the courthouse after Elon Musk loses his court battle against OpenAI and Sam Altman; Big Technology’s Alex Kantrowitz and Deepwater Asse...
The Exchange 5/15/26
Listen to the day's top stories, the must reads & a whole lot more for today's modern investor.
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Cerebras Opens for Trading, A Midterm Misstep, and Crypto Clarity 5/14/26
The Exchange, along with a little help from two surprise guests, takes a deep dive into the blockbuster Cerebras IPO as shares start trading at the to...
The Exchange 5/13/26
Listen to the day's top stories, the must reads & a whole lot more for today's modern investor.
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Bubble Babble, Memory Mayhem, and a Spring Swing 5/12/26
Chip stocks, including Nvidia, Intel, Micron, Qualcomm and AMD, are sitting near record highs and fueling concerns of a 1999 repeat. One Korean policy...
Dotcom Do-Over?, Nadella Takes the Stand, and The Sleeper in Semis 5/11/26
The run-up in tech has Dan Niles remembering like it’s 1999, but he says the rally “has at least one more great year.” Microsoft’s Satya Nadella takes...
Two Rate Hikes, Tensions Ahead of China Summit, and AI Economic Distortions 5/8/26
KPMG's Diane Swonk makes the case for two rate hikes this year. The Iran war could make for an acrimonious meeting between President Trump and China's...
Whirlpool's Recession Warning, A Spending Split, and the Burger Battle 5/7/26
Whirlpool sinks on disappointing results, and management says the Iran war triggered a recession-level industry decline. New signs the K-shaped is wid...
The Exchange 5/6/26
Bernstein joins the AMD bandwagon after shares surge on earnings. Apple's R&D spend rises as it tries to catch up in the AI race. Plus, former FDIC ch...
Running of the Bulls, In-Home Data Centers, and Citadel's Ken Griffin 5/5/26
With the Nasdaq and the Russell at fresh highs, Carson Group's Ryan Detrick says there may still be several years left of the bull market. One company...
Risks to the Rally, Scoring Berkshire's Abel, and Wyndham's Win 5/4/26
Strong earnings pushing stocks to record highs despite high oil prices, can the rally keep running? Scoring Greg Abel's first time at the helm of Berk...
Memory’s Moat, Tech’s Role in Recent Highs, and Shrugging Of $100 Oil 5/1/26
Western Digital CEO Irving Tan on the global memory supply crunch and “a lot more opportunity” to expand pricing. Tech has been the key driver of the...
Apple's AI Problem, "Save the Shire," and Caterpillar Crushes 4/30/26
The iPhone is booming, but can Apple fix its AI problem? Oppenheimer's "one AI to rule them all." Plus, how AI could touch off a new cycle for an old...
Fed Decision, Memory Momentum, and Mag 7 on Deck 4/29/26
As Jay Powell's time as Fed Chair comes to an end, our experts discuss whether he should stay on as a governor and what successor Kevin Warsh's first...
OpenAI's Viability, UAE to Exit OPEC, and Climbing Consumer Costs 4/28/26
Renewed concerns over OpenAI's massive spending following a Wall Street Journal report, but journalist and author Sebastian Mallaby raised that issue...
Big Tech on Deck, Musk vs. OpenAI, and Cardiac Drug Breakthroughs 4/27/26
With five of the Mag 7 reporting this week, we discuss whether investors should temper their capex expectations. The trial between Elon Musk and Sam A...
DOJ Drops Powell Probe, Big Tech on Deck, and Intel's Gain, AMD's...Gain? 4/24/26
The Department of Justice is dropping its criminal probe of Fed Chair Jerome Powell, leaving the door open for a Kevin Warsh confirmation. Jeff Kilbur...
Debunking Oil Myths, the New Gamestop?, and Saving Spirit 4/23/26
The IEA chief warned the world is facing the biggest energy crisis in history, so why aren't oil prices spiking? The meme stock that tanked nearly 50%...
Tech Still Cheap, SpaceX's $60B Deal, and Google's Enterprise Fight 4/22/26
Tech stocks surging in April, but Barclays says the sector still looks historically cheap. SpaceX strikes a deal for the right to buy AI startup Curso...
Apple's Turnover, Warsh Gets Grilled, and Airline Indigestion 4/21/26
The c-suite view on Apple's CEO change. What Fed Chair nominee Kevin Warsh said, and didn't say, in his confirmation hearing. Plus, Alaska Air suspend...
The Exchange 4/20/26
Listen to the day's top stories, the must reads & a whole lot more for today's modern investor.
Hosted by Simplecast, an AdsWizz company. See pc...
Markets Rally, Airlines Soar, and Oracle Bounces Back 4/17/26
The S&P and Nasdaq hit new all-time highs and oil prices drop on optimistic Iran war headlines. Airline stocks surge as crude slips, and that could s...
Markets' Seismic Shifts, SanDisk's Surge, and 2026's Biggest IPO 4/16/26
The two "seismic shifts" underway our strategist says will have profound implications for markets as the Nasdaq and S&P hit fresh record highs. Everco...
Meta's AI Ambitions, JPMorgan's Airline Warning, and the "Ultimate Contrarian Trade" 4/15/26
Meta is doubling down on custom AI chips, expanding its partnership with Broadcom. Delta kicked off airline earnings with a strong Q1 beat, but JPMorg...
Software Earnings Set-Up, Big Banks' Big Issues, and Iran Peace Talks Latest 4/14/26
The software names with the most potential for margin upside this earnings season, according to DA Davidson. A mixed bag for bank earnings, and G Squ...
U.S. Blockade, China's Role in Iran, and Bank Earnings Underway 4/13/26
Oil prices spike as the blockade of Iranian ports begins. As Trump threatens 50% tariffs on China for a reported arms sale to Iran, The Council on For...
Washington's AI Warning, Sentiment Slump, and The "Least Ceasefire Ceasefire" 4/10/26
Washington's warning to banks about Anhropic's new Mythos model. Inflation hits a near two-year high, while consumer sentiment touches a record low. P...
The Exchange 4/9/26
Former White House energy advisor Bob McNally sees an 85% chance the Iran ceasefire doesn't hold. The Fed's preferred inflation gauge climbed in Febru...
Oil Slips, Stocks Rally & a Rate Cut is back in Play 4/8/26
Stocks rally as the U.S.-Iran ceasefire sends oil prices tumbling, but is the rally real? Plus, a fed rate cut is back on the table. We debate whether...
Iran Deadline Looms, Under-Priced Oil Risk, and Opportunities in Semis 4/7/26
Equities under pressure after President Trump ramped up threats against Iran ahead of his Strait of Hormuz deadline. Crude hits $116 a barrel, but S&P...
Iran Escalation Risk, Renewed Private Credit Concerns, and Pullback Opportunities 4/2/26
The President’s Iran speech fails to soothe markets. Private credit jitters are back. Plus, where the market pullback is creating opportunities.
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Nike's Nosedive, Tech's Turnaround, and Gold's Gains 4/1/26
Nike shares get crushed on weaker-than-expected sales outlook amid revenue struggles in China. The Mag 7 rallying for a second day after a rough first...