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"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-winning investigative work.
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AI Sell-Off, Data Centers and Midterm Market Risks 11/2/26
November 2, 2026; 1pm: The Exchange breaks down the AI stock sell-off, hyperscaler financing concerns, Apple’s agent risk, data center election politics, falling oil prices on Iran peace hopes, and midterm market setups. Kelly and guests ex
Fed Rate Debate and AI Sell-Off at the Shadow Fed Conference 10/30/26
October 30, 2026; 1pm: Live from the Shadow Fed Conference, Kelly discusses the tech sell-off, AI data center risks, and the Fed’s rate path with Howard Marks, Lou Crandall, Jason Trennert, Jeffrey Lacker, and James Bullard. The key takeawa
Alphabet’s AI Search Selloff, Market Risk Signals and Power Demand 10/29/26
October 30, 2025; 1pm: Brian breaks down Alphabet’s worst-day selloff as AI search pressures Google’s paid clicks, plus broader market jitters around Caterpillar, ServiceNow, Fortinet and the Fed. Guests discuss diversification, Raymond Jam
Fed Decision Watch: Inflation, AI Earnings, Oil and Election Risks 10/28/26
October 28, 2026; 1pm: Kelly Evans and Brian Sullivan lead CNBC’s special Fed coverage as markets price in a hold while guests weigh inflation, oil above $100, AI-driven growth, upcoming tech earnings and midterm election risks. Hosted by S
Anatomy of Anthropic, Buys Outside of AI, and What’s Next for Warsh? 10/27/26
Venture capitalist Logan Bartlett breaks down the good, the bad, and the ugly in Anthropic’s IPO prospectus. Where to put money to work outside of the AI trade. Plus, ahead of the October Fed decision, Greg Ip argues that interest rates “lo
Anthropic’s Public IPO Filing, Big Tech on Deck, and Down the (AI)sle 10/26/26
The key numbers in Anthropic’s public IPO filing. The trade ahead of Microsoft’s, Amazon’s and Google’s results as the busiest week of earnings season kicks off. Plus, David’s Bridal’s big AI bet. Hosted by Simplecast, an AdsWizz company. S
The Exchange 10/23/26
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 https://pcm.adswizz.com for information about our collection and use of personal data for advertis
Capital Concerns Hammer the AI Trade 10/22/26
Tech stocks under pressure after Nvidia’s Jensen Huang warns that neocloud demand is ‘off the charts,’ but capital is scarce. Meta taking a step to address those concerns, planning to issue a new class of non-voting shares the company can u
SpaceX’s Tesla Tie-Up, Muse Momentum, and AI’s 1% 10/21/26
SpaceX pop on strong earnings and Elon Musk’s signaling about the possibility of a merger with Tesla, but one AI researcher is flagging a risk he calls an “unacceptable liability.” Meta shares down nearly 10% from its high following Muse’s
Cracks in the AI Trade, A Content Clash, and The Key Questions for SpaceX 10/20/26
One portfolio manager is playing defense with mega cap tech stocks as investors weigh potential red flags for the AI trade. Does Netflix have a content issue? Plus, ahead of earnings, the five factors Evercore says will drive the medium-ter
Bull Case for Coreweave, Putin Suggests Summit, and the Read on Retail 10/19/26
The positive case for Coreweave, despite its debt raising some red flags. Atlantic Council CEO Fred Kempe says it’s been the worst 10 days for U.S-Ukraine relations as reports circulate that Russia’s Putin has proposed a summit with Preside
Flying Cars, Deep Value in Korea, and Tech on Deck 10/16/26
Tesla debuts its long-awaited Roadster; it flies, it drives upside down—but is it commercially viable? Memory stocks capture much of the attention when it comes to investing in Korea, but Verdad’s Dan Rasmussen is finding bargains beyond th
Risk off, Rate Reprieve and a new OpenAI Lawsuit 10/15/26
The AI trade is getting shellacked with a surprisingly positive twist; it’s lowering bond yields. We look at what that tells us about inflation, the economy, and the future of rate hikes. Plus, Nebraska AG Mike Hilgers on the decision to su
Goldman Sachs CEO, The Debt Dilemma, and Open A-Spy? 10/14/26
An extended interview with Goldman Sachs CEO David Solomon on the heels of the bank’s results. Brookings’ Robin Brooks would be long gold and short the dollar, saying debt is going to be an issue for the medium-term. Plus, the wild tale beh
the Exchange 10/13/26
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 https://pcm.adswizz.com for information about our collection and use of personal data for advertis
The Bull Market Turns Four, Energy Headwinds, and Isaacson on AI Safety 10/12/26
On the fourth anniversary of the bull market, Bespoke’s Paul Hickey digs into the historical data for what comes next. Oil prices back on the rise after Houthis attack Saudi Arabia and President Trump tries to broker an “energy ceasefire” b
SpaceX’s Starlink Push, The Real Price of Oil, and the NBA’s Big Bet 10/9/26
The beaten down names that could benefit from SpaceX’s push deeper into the US telecom market. Energy Aspects’ Amrita Sen on how much oil actually costs. Plus, we’re live from Macao as the NBA heads overseas for a second year in a row. Host
Oil Spike, The Technical Take, and Oppormunities 10/8/26
Oil prices higher, despite President Trump asserting the U.S. will not attack Iran again before the midterms. Technician Katie Stockton sees new highs ahead for Nvidia. Plus, the tax-free bonds to buy as Treasurys sit near multi-decade-high
Bond Bull, Un-Freezing Housing, and Under-the-Radar AI Names 10/7/26
The Vice Chairman of Ariel Investments says investors are being adequately paid to hold bonds for the first time in seven years. Can policymakers fix the frozen housing market? Plus, two AI-related names to buy outside the tech sector, as t
Stocks at Record Highs, The Bullish Case for Bonds, and NYC’s AI Safety Push 10/6/26
What’s in store for the fourth quarter as the S&P and Nasdaq both hit record highs. Parametric’s Nisha Patel makes the case for adding duration risk, despite volatile rates. Plus, the NYC Council Speaker says senior leadership from the like
A New Normal, From Wall Street to Y’all Street, and “Net” Bets 10/5/26
Economist Stephanie Roth argues 5% rates aren’t restrictive. Why companies like Sunoco and Dillard’s have moved their listings to the Texas Stock Exchange. Plus, our trader bets on the “NET” names in Q4. Hosted by Simplecast, an AdsWizz com
A Jobs Jolt, Mayer’s New Venture, and Can Nike Pick Up the “Pace”? 10/2/26
The economy added fewer jobs than expected in September--we have the first reaction from newly minted Labor Secretary Keith Sonderling, as well as what it means for the path of interest rates. Former Yahoo CEO Marissa Mayer on her new AI st
Under-the-Rader AI Plays, Housing Shift, and Sneaker Softness 10/1/26
Three beaten-down small cap AI names that are ripe for the picking, according to Federated Hermes’ Stephen Denichilo. Is real estate about to become a buyers’ market? Plus, ahead of earnings, Needham says Nike’s path of least resistance is
The Federal Reserve: a Renovation Report, an Inflation Tracker, and a Tale of Espionage 9/30/26
Fresh this hour, the Federal Reserve’s independent watchdog finding no evidence of criminal wrongdoing or of administrative misconduct in its building renovations. The Fed’s favorite inflation gauge cools more than expected in August. Plus,
Inside Man: How Chinese Spies Used Lies, Romance and Betrayal to Target the Federal Reserve
One week after a friendly summit between Chinese President Xi Jinping and U.S. President Donald Trump, CNBC details an aggressive plot by China to infiltrate one of the United States’ most important institutions: the Federal Reserve. This e
OpenAI’s Dev Day and A Shift for College Sports? 9/29/26
All the news from OpenAI’s Developer Day as Sam Altman takes the stage. Plus, the Senate advances a bill that could re-shape the lucrative name, image, and likeness (NIL) deals for student athletes. Hosted by Simplecast, an AdsWizz company.
Nvidia’s Security Push, Consumer Conundrum, and the Diesel Divide 9/28/26
Nvidia launches an AI security platform to contain AI agents. Bank of America says the consumer spending is still growing, but buyers are getting choosier. Plus, why a diesel export ban could push gas prices even higher. Hosted by Simplecas
Rate Hike Regret, Iran Negotiations, and Mortgage Mayhem 9/25/26
The so-called “Bond King of Texas” says the Fed made a mistake hiking rates. Stocks pop and oil prices sink on reports U.S.-Iran talks have entered the technical stage, but Helima Croft, who served as a commodities analyst at CIA, says seem
Navigating Rising Rates and the Trump-Xi Summit 9/24/26
Long-term yields above 5% present a good deal of “shock value” to the markets, but are likely over-rated as a driver of the economy, according to CIO Group’s Steven Wieting. Utilities under pressure amid those rising rates, and trader Jeff
Yields Jump, A High-Stakes Visit, and Lefrak’s Real Estate Warning 9/23/26
Yields, and rate hike expectations, climb on strong manufacturing data. With President Trump pushing back on creating a global entity for AI oversight, will a visit from Chinese president Xi Jinping’s be more show than substance? Plus, lege
