The Exchange
Детайли за канала
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...
Последни епизоди
1592 епизода
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...
A Divided Fed, Bitcoin’s Breakdown & AI Anxiety 11/14/25
A December rate cut is looking less likely, but does the market need it for support?
Plus, Bitcoin is now off more than 20% from its record high...
Stocks Sink, Disney Disappoints & 'Lacing Up for Liftoff' 11/13/25
Stocks sharply lower as the tech sell-off persists, but one strategist says it's too early for an AI bubble. Disney shares on pace for their worst day...
Pricey Apparel, Mortgage Momentum & Banks Boom 11/12/25
Apparel prices in October were 3% higher than last year, and one analyst says that may only be the beginning. Mortgage applications climb during a his...
Shutdown Wind-Down, Big Gains for Small Names? & a Top Tech Pick 11/11/25
The shutdown may be coming to and end, but its impact will last a while longer. We look at the ripples across the markets, travel, and holiday spendin...
Senate's Shutdown Deal, a "Rare" Vote of Confidence, and 50-Year Mortgages 11/10/25
The government could reopen as soon as this week, according to one policy strategist. Deutsche Bank sees 20+% upside in MP Materials. Plus, are 50-yea...
OpenAI’s PR Debacle, Flight Disruptions & Home Improvement Headwinds 11/7/25
OpenAI executives are walking back comments that the government should serve as a backstop for the company. Is OpenAI's business model unsustainable?...
Layoffs Soar, Musk's $1T Pay Package & Retail Tariff Reversal? 11/6/25
October layoffs just hit a 20-year high. We look at what drove the cuts, and whether more bad news could be ahead. Plus, it’s a crucial day for Tesla...
Record Shutdown, Fast-Casual Falters & Barry Sternlicht’s Warning for New York City 11/5/25
The government shutdown is now the longest on record, and it could have an impact on Q4 GDP. Plus, are fast-casual chains like Cava and Chipotle losin...
Freight Fright, Consumer Names Report and Uber's Slide 11/4/25
The freight industry is giving off Great Financial Crisis vibes, according to one CEO. The earnings trades as consumer names take the spotlight. Plus...
Introducing: CNBC Changemakers and Power Players
The CNBC Changemakers and Power Players podcast delivers candid, in-depth conversations with trailblazing women in business, hosted by CNBC Senior Med...
Kimberly-Clark to Buy Kenvue, Tech Deal Frenzy and Palantir's Potential 11/3/25
Kimberly-Clark agrees to buys Tylenol-maker Kenvue for more than $40B. Amazon teams up with OpenAI for the first time, while Microsoft cuts its own m...
Amazon Soars and What Happens If SNAP Stops? 10/31/25
Amazon hits an all-time high after earnings. The government shutdown will stop SNAP funding tomorrow, affecting 42 million Americans. We look at the r...
Trade Truce, Big Tech Breakdown and Freight Fears 10/30/25
The U.S. and China reach trade agreements. What to expect when Apple and Amazon report earnings after the bell. Plus, the XPO CEO shares how tariffs a...
Countdown To The Fed Decision 10/29/25
The Federal Reserve expected to cut rates by a quarter-point. Seymour Asset Management's Tim Seymour and BD8 Capital's Barbara Doran join for the hour...
Market Cap Milestones, Workforce Woes and OpenAI's Newest Pal 10/28/25
Apple and Microsoft both hit $4 trillion in market cap. Amazon announces the largest corporate job cut in its history as AI recalibrates the workforce...
Bearish on Berkshire, Shutdown Risks and Big Tech on Deck 10/27/25
Berkshire Hathaway gets a rare downgrade. How much pain the government shutdown could inflict on airlines. Plus, the big tech names to buy ahead of ea...
Inflation Cools, Metals Dip and the Christmas Countdown is on 10/24/25
Stocks hit record highs after the long-awaited September CPI report showed cooler inflation. Gold loses some of its luster. Plus, what the c-suite ex...
Oil Surges, Tesla Recoups and Meme Stocks are Back 10/23/25
Oil prices jump after the Trump administration puts sanctions on Russia. Tesla shares recover after sliding on earnings. Plus, what the options market...
Wells Fargo Heads South, Mitigating AI Bubble Risk and Timeshares are Hot 10/22/25
Wells Fargo CEO Charlie Scharf joins from the bank's new campus in Irving, Texas. Venture capitalist Bradley Tusk's solution for mitigating AI's fundi...
Media Mayhem, Earnings Expectations and Sportswear Surge 10/21/25
Warner Bros. Discovery is up for sale... we break down potential buyers and what it means for media. Earnings season continues as markets rally. Plus,...
Apple Climbs, AWS Outage and Rare Earths Refocus 10/20/25
Apple hits an all-time high. AWS network failures affect more than 8 million users. Plus, President Trump doesn't want to be dependent on China's rare...
The Exchange 10/16/25
The deal to develop one of the largest AI data centers in the U.S. The UAE sovereign wealth fund working to back a U.S.-TikTok deal. The AI train is m...
Trade War Tensions, Big Gains for Small Caps and Luxury Lift 10/15/25
Rhetoric ramps up in trade talks between the U.S. and China. The small cap names to buy now as the Russell 2000 hits an all-time high. Plus, LVMH has...
AI Bubble Concerns, Bank Earnings Begin and Crypto Sell-Off Continues 10/14/25
The Mag 7 remains under pressure as AI bubble concerns persist. Big bank earnings kick off. Plus, one crypto watcher says leverage is a "hell of a dru...
OpenAI’s Latest Deal, China Trade Tiff, and Why Tesla’s a “Must-Own” 10/13/25
OpenAI reinforces its AI moat with a Broadcom deal. What’s next in America’s trade war with China after Pres. Trump threatened new tariffs. Plus, Meli...
Tariff Threats Hit Markets 10/10/25
Stocks, bonds, and the dollar slide as President Trump threatens "massive" tariff hikes on China. We break down the impact on tech, energy and whether...
The Odd Commodity Out, LULU Lags and Rare Earths Soar 10/9/25
Gold, silver and copper all hitting new highs, but one commodity has yet to participate in the rally. Lululemon's founder says the company is in a nos...
The Bank of Nvidia, Metal Momentum and Freight's State 10/8/25
Nvidia lending billions to OpenAI, xAI and CoreWeave...is the company now propping up demand for its own products? The trade on precious metals as gol...
The AI Economy, Shutdown hits Housing & Potential Earnings Winners 10/7/25
Box CEO Aaron Levie on partnering with OpenAI. Real estate gets hit by the government shutdown. Plus, three non-AI names that could pop on earnings.
AMD's OpenAI partnership, Gold's Record Year, and Trump's Affordability Fix 10/6/25
AMD surges as OpenAI enters another multi-billion dollar partnership, but one venture capitalist is watching for red flags. A technical check on gold...
Data Dearth, Gambling Lows and Tariff-Proof Taylor 10/3/25
With the jobs number delayed due to the government shutdown, we dig into alternative data for a read on the economy. Increased competition weighs on...
Chips Rally, Credit Score Changes and Battle of the Bots 10/2/25
Semis continue to rally as Nvidia hits an all-time high. FICO shakes up the credit score market. Plus, Jefferies puts three AI chat bots to the test.<...
The Shutdown's Impact on Your Money 10/1/25
We break down how the government shutdown could impact everything from the IPO pipeline to home sales. Plus, the important difference between 2013 and...
Coal Revival, Discounted Medications and AI in Banking 9/30/25
U.S. Secretary of Energy Chris Wright talks coal and nuclear power. Pfizer strikes a deal with the White House to lower drug prices. Plus, an exclusiv...
Tesla Rallies, EA Goes Private and Government Shutdown Looms 9/29/25
Tesla hits a 10-month high, EA will be taken private in a $55B deal, and how a government shutdown could impact your money.
Hosted by Simplecast...
New Tariffs, the U.S. Push for Key Metals, and Countdown to Shutdown 9/26/25
President Trump announcing a new wave of tariffs targeting pharmaceuticals, furniture and trucks. The U.S. has 'big time' momentum in its rare earths...
TikTok's U.S. Investors, Private Equity Falters and OpenAI Continues Spending 9/25/25
David Faber has new reporting on who will control TikTok's future in the U.S. Private equity firms struggle to deploy capital. And is OpenAI's massiv...
AI's Power Problem, Precious Metals Climb and Home Sales Soar 9/24/25
Bloom Energy has lost nearly a fifth of its value this week as the street casts doubt on its valuation--we talk to the CEO. Why the rally in gold can...
Nvidia Invests in OpenAI, Pfizer Pushes into Obesity and $100K H-1B Visas 9/22/25
Nvidia shares hit a record high after announcing a $100 billion investment in OpenAI. Is Pfizer about to become a major player in the obesity space? P...