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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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.
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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...
Crude Climb Continues, China's Price Spike Warning, and KKR's Major Deal 3/30/26
WTI crude hits a three-week high after Trump threatens to "obliterate" Iran's energy sources. Chinese manufacturers warn to brace for price hikes due...
Fed's Inflation Battle, the Alphabet Case, and the Memory Meltdown 3/27/26
Mounting inflation concerns could put Trump's pick for Fed Chair in a bind. The company Wells Fargo says is the "best-positioned" name in the AI race...
U.S.-Iran Peace Talks, Memory Melt, and a Fed Hike? 3/26/26
Trump says negotiations have started, Iran denies that talks are taking place, but which one do markets believe? Memory stocks are under pressure afte...
Chevron's California Warning, AI-Powered Drones, and OpenAI Shutters Sora 3/25/26
Chevron says California risks a fuel crisis unless the Iran war ends. Ondas CEO Eric Brock talks autonomous drone usage in the ongoing conflict. Plus,...
Energy Ripples, Databricks Moves into Cybersecurity, and Anthropic vs. the Pentagon 3/24/26
Carlyle's Jeff Currie says even if the Iran war stops now, surging oil prices will impact the economy for months. Databricks CEO Ali Ghodsi on his new...
Mixed Signals, the Rate Hike Case, and Airlines Navigate Oil 3/23/26
President Trump postponed strikes on Iranian power plants after saying negotiations were underway, but Iranian state media refuted those claims, trigg...
Crude Climb Continues, Spring Housing Season, and the Mag 7 Melt 3/20/26
The energy complex keeps climbing as the Iran war enters its third week. Housing season officially kicks off, but rising mortgage rates could challeng...
Middle East Escalation, Micron's Big Beat, and the Private Credit Exodus 3/19/26
Oil prices spike after Iran strikes key energy infrastructure in Qatar, but is the end of the war on the horizon? Micron shares slide despite blowout...
The Fed's Next Move, The Iran Timeline, and Food Inflation? 3/18/26
As fuel costs spike and inflation proves sticky, our panel dissects the delicate balance Jay Powell has to strike in today's Fed decision. Brookings'...
Private Credit Concerns, Crude's Climb, and Travel Chaos 3/17/26
Orlando Bravo talks uncertainty in private equity, private credit, and software. How will the Fed navigate oil's surging prices as their two-day meeti...
“No Need to Worry,” Consumer Hide & Seek, “Taming, Not Toppling” 3/13/263/13/26
There’s “no need to worry” about the situation in the Strait of Hormuz according to Defense Secretary Pete Hegseth. Why RBC Capital Markets is playing...
Ripple Effects of the Iran War 3/12/26
Oil flowing through the Straight of Hormuz is the “only thing that matters in the world,” according to BCA Research. A former NSA and Marine Corps. ha...
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...