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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1621 episoder
Tesla Loses its Crown, Tariff Tailwinds & Dow Dogs 1/2/25
A decline in Tesla deliveries allows a rival to become the world's top EV seller. Furniture stocks surge after President Trump delays a tariff hike. P...
Final Trading Hours, Biotech's Boom & Buffett's Last Day 12/31/25
As 2025 wraps, we break down the year's top market drivers. Biotech deals dominated the sector, will the M&A momentum continue in 2026? Plus, it's the...
Global Gains, Another AI Acquisition & the Experience Economy 12/30/25
International markets are having a strong year, with most beating the S&P 500. Meta buys another AI startup. Plus, consumers turn to experiences over...
Mag 7 Decoupling, A Crypto Winter & Housing's Inflection Point? 12/29/25
The Mag 7 is no longer a monolith. Bitcoin has pulled back 30 percent since hitting an all-time high in October, will it continue to slide? Plus, a ke...
Nvidia's Biggest Deal Ever, China Strikes Back & Retail's "Returnuary" 12/26/25
Nvidia strikes a $20B deal with Groq. China imposes sanctions on 20 U.S. defense-related companies. Plus, as holiday shopping wraps up, returns are ju...
Testing Troubles, Let’s Go to the Mall, AI in Aisle Six 12/24/25
Nvidia reportedly stops testing Intel’s production process to manufacture advanced chips. A retail analyst checks in from his last-minute shopping tri...
A Tale of Two Economies, GLP-1 Gains & Zero-Gravity Data Centers 12/23/25
Third quarter growth was much stronger than expected, but low consumer confidence paints a mixed picture. Novo Nordisk shares climb after the FDA appr...
The Return of the AI, Tim Seymour’s Naughty & Nice Stocks & The Underestimated Discounter 12/22/25
With the Nasdaq 100 turning positive in December, we debate whether the AI trade is back. Fast Money trader Tim Seymour’s two nice stocks, and the nam...
Quadruple Witching, Stores Save 12/19/25
Christmas & A New Player in Predictions
Description: Over $7 trillion of options expire today-- the largest expiration ever. Retailers are comin...
The Exchange 12/18/25
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...
IPOs To Watch, WBD Rejects Paramount & Betting on Prediction Markets 12/17/25
As Medlife opens at $6/share above its IPO price, we break down the big offerings to watch in 2026. The Warner Bros. Discovery Board unanimously votes...
Clash of the Kevins, 2025's Biggest IPO & Reels Hit a Bigger Screen 12/16/25
We break down the differences between the leading contenders for the next Fed chair. Medline's IPO will be the biggest since 2021. Plus, Instagram lau...
Low P/E Picks, Mixed Media & Tesla's ‘Monster Year’ Ahead 12/15/25
The low P/E stocks our strategist says will benefit from the rotation. It’s ‘Game of Thrones’ for the media stocks, and Wedbush’s Dan Ives says 2026...
AI Pullback, Homebuilder Hope & the Next Big IPO 12/12/25
Broadcom, Oracle and Intel shares all lower this week as AI bubble fears continue. Homebuilder ETF XHB is underperforming the broader market, but one...
OpenAI Announcements, Crypto Under Pressure & Rivian's New Chip 12/11/25
OpenAI announces a new ChatGPT model and gets a $1 billion investment with Disney. Bitcoin is down 20% in the past 3 months, but the CEO of Bitwise is...
Final Fed Decision of the Year 12/10/25
The Federal Reserve is expected to deliver its third straight interest rate cut in its last meeting of 2025. We break down the impact on markets, the...
DeepSeek Redux?, Weighing down Netflix & Rate Cut Buys 12/9/25
Why Netflix buying Warner Brothers Discovery is a bad idea, why we could be in for another DeepSeek moment, and the stocks to buy ahead of the Fed dec...
Paramount's Hostile Bid, Berkshire's Shakeup & Delistings Soar 12/8/25
Paramount launches an all-cash offer for Warner Bros. Discovery just days after losing to Netflix in the bidding war. A look into Berkshire's next cha...
Meta's Metaverse Cuts, Jobs Check-In & Homebuilder Hesitancy 12/4/25
Meta slashes its metaverse budget after its Reality Labs unit loses $70B in four years. Jobless claims hit their lowest level in three years, but alte...
AI vs. Rates, Rufus Rules & No Bottom for Bitcoin 12/3/25
Fresh AI concerns getting trumped by weak jobs data fueling rate cut hopes. Two top stock picks with one common denominator. Plus, why the bottom for...
A 'Code Red', A Bitcoin Bounce & A Food Fight 12/2/25
OpenAI’s Sam Altman issues a ‘Code Red’ as Google threatens the company’s lead. Bitcoin bounces back from its worst day since March, but can you trust...
Bigger than AI, Crypto Collapse, and Cyber Monday’s Clues 12/1/25
Kelly Evans is back in the anchor chair, and while investors are clamoring about the AI trade, she’s watching the 10-year yield. We’ll debate what its...
Big Gains for Small Caps, Health of Housing & Holid-AI Shopping 11/26/25
The small-cap names to watch as the Russell 2000 outperforms the major averages during the shortened holiday week. Sellers are pulling their homes off...
AI's Big Shift, Crushed Confidence & Retail's Best Buy 11/25/25
AI laggard Alphabet rapidly moving to the front of the pack, on track to hit a $4T market cap. Consumer confidence hits a 7-month low as recession fea...
Novo Nosedives, New AI Darlings & Buy the Former High-Flyers? 11/24/25
Novo Nordisk hits a 4-year low, just days after rival Eli Lilly hits a $1T market cap milestone.
Plus, some former high-flyers trading more down...
Markets Rebound, Bitcoin Breaks Down & Google's Gains 11/21/25
Stocks surge after the odds of a December rate cut climb. Bitcoin on pace for its worst week in three years. Plus, Alphabet's AI momentum is worrying...
Wall Street's Double Whammy 11/20/25
The Nvidia-fueled rally fizzles, and so do hopes that the Fed will cut rates next month. We look at where you can ride out the volatility and still fi...
Nvidia on Deck, Muddy Waters' New Long Position & Read on Retail 11/19/25
We break down the Nvidia numbers to watch after the bell with VC Lo Toney, and the only analyst with a sell rating on the AI giant. Short-seller Carso...
Scaling Back on AI, Crypto Cools & 3 Names to Buy 11/18/25
The Street starting to split on hyperscalers with Rothschild & Co Redburn downgrading Microsoft and Amazon, while Loop upgrades Alphabet. Bitcoin turn...
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...