Oil Slides, AI Stocks Rally, Midterm Stakes and Market Rotation 11/3/26
November 3, 2026; 1pm: Strategas' Dan Clifton is back with his findings from his nationwide tour taking the pulse of voters' opinions on dat...
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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 news...
Episodes
20 of 1,825 episodesAI 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 elect...
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...
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 jitte...
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 inflati...
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 outs...
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 earni...
The Exchange 10/23/26
Listen to the day's top stories, the must reads & a whole lot more for today's modern investor.
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...
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 ri...
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 hav...
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 f...
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 att...
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 inflat...
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 an...
the Exchange 10/13/26
Listen to the day's top stories, the must reads & a whole lot more for today's modern investor.
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 th...
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 ac...
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...
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 policym...