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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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...
Special Coverage: Kevin Warsh’s First Rate Decision as Fed Chairman 6/17/26
Kelly Evans and Brian Sullivan host CNBC’s special coverage of the Federal Reserve rate decision live from Washington, DC. Former Philadelphia Fed Pre...
Iran Peace Framework, Tech Takes Off, and Investing in World Cup Infrastructure 6/15/26
Stocks pop after the US and Iran sign an agreement to continue to negotiate an end to the war. Tech stocks surge, with chips, software and the Mag 7 a...
SpaceX Soars in Trading Debut 6/12/26
Shares of SpaceX pop in the biggest IPO ever. We dig into what it will take to bring the company to scale, some of the key technological risks it face...
The Exchange 6/11/26
Listen to the day's top stories, the must reads & a whole lot more for today's modern investor.
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Markets Ready for SpaceX IPO, Proposals for Prediction Markets, and The Big Business of the Knicks 6/10/26
Stocks under pressure as investors prepare for the SpaceX IPO, which is shaping up to be an historic liquidity event. The names that could see the mos...
Wild Stock Swings, The “K” Comes for Housing, and The Evolving Capex Trade 6/9/26
Stocks give up earlier gains, with tech the biggest laggard once again. The homebuilder KBW says can defend margins in the K-shaped housing market. P...
Apple’s Big Announcements, The Bull Case for Chips, and Under-the-Radar AI Plays 6/8/26
Apple’s highly-anticipated Siri AI fails to wow. Bank of America says when it comes to chips, it’s not about whether the returns will come—“it’s about...
The Exchange 6/5/26
Listen to the day's top stories, the must reads & a whole lot more for today's modern investor.
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The Exchange 6/4/26
Listen to the day's top stories, the must reads & a whole lot more for today's modern investor.
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The Exchange 6/3/26
Listen to the day's top stories, the must reads & a whole lot more for today's modern investor.
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The Exchange 6/2/26
Listen to the day's top stories, the must reads & a whole lot more for today's modern investor.
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The Exchange 6/1/26
Listen to the day's top stories, the must reads & a whole lot more for today's modern investor.
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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.
Hosted by Simplecast, an AdsWizz company. See p...