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 durat...
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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 1,805 episodesA 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...
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 w...
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 t...
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 it...
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 Ch...
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 n...
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 ge...
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...
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, accordi...
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...
Inspiring the AI Trade, Peloton Product Launch, and Muni Bonds to the Rescue? 9/22/26
Meta’s Muse is a hit with Main Street, but is the next phase of AI enough to keep the trade alive on Wall Street? Peloton launches a new sui...
AI Stocks Rally, Meta’s Muse Moment, Nike’s Swoon 9/21/26
The Nasdaq is climbing 2% as semiconductors and tech stocks rally. Meta having its third-best month on record amid investor optimism about i...
Nvidia Too Cheap to Ignore?, AI Safety Debate, Apple’s iPhone Launch 9/18/26
Our market guest’s favorite big AI name used to be Microsoft but now says Nvidia is too cheap to ignore. Plus, the AI safety debate is heati...
A Post-Rate-Hike World, a C-Suite Warning, and a Former Treasury Secretary 9/17/26
Stocks higher, yields lower as markets digest the first Fed rate hike in three years. The CEO of Sentinelone says AI labs are engaging in “s...
Countdown to the Fed Decision 9/16/26
Ahead of the Fed’s decision on interest rates, Kelly Evans and Brian Sullivan sit down with lawmakers, former Fed Presidents, and investing...
Yields Surge, The Fed vs. Oil, and a Predictions Pop 9/15/26
The yield on 10-year notes hitting the highest level since 2007 ahead of the Fed decision. Jefferies’ David Zervos expects a more dovish War...
“Pace the Frontier,” The Case for a Cut, and Healing Healthcare 9/14/26
After Anthropic’s Dario Amodei calls to “pace the frontier” on AI, one of the researchers who discovered OpenAI’s hack of a German website s...
Hikes on the Horizon, Diesel Distress and Remembering September 11 9/11/26
JPMorgan’s Michael Feroli raising his rate hike forecast to two this year after inflation comes in slightly hotter than expected. What recor...
Bond Bonanza, Driving Oil Action, A GOP Guarantee? 9/10/26
Yields continue higher, and on the heels of a strong 30-year bond auction, Rick Santelli says it’s “war, not Warsh” moving rates. Real Macro...