“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...
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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 1,788 episodesHikes 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...
Crude’s “Crash Diet,” Tariff Tiff, and Hold off on a Hike? 9/8/26
West Texas crude reapproaching $100 a barrel, and while Middle East tensions are ramping, Rapidan’s Bob McNally says China is also playing a...
Jobs Jolt, Hugging Face’s First Investor, and Where the Pricing Power Is 9/4/26
With markets pricing in a rate hike in September after a strong August jobs report, Steve Liesman and KPMG’s Diane Swonk weigh in on whether...
Nvidia Buys Hugging Face, AI Outages, and Data Center Dissent 9/3/26
Nvidia will buy open-source AI platform Hugging Face for nearly $13B. BofA’s Vivek Arya says that will extend Nvidia’s sphere of influence w...
The Great Data Center Debate, Apple’s New Era, and Not Swooning in September 9/2/26
As West Virginia says ‘yes’ to data centers, Governor Patrick Morrissey is focused on clean water and keeping energy costs low. Steve Jobs b...
Hike vs. Cut, FTC Chair on Amazon Lawsuit, and Why Electricians Love Data Centers 9/1/26
Investor Barry Knapp makes the case for a Fed rate cut with global yields back on the rise. FTC Andrew Ferguson on the agency’s new lawsuit...
Renewed Iran Tensions, Colorado’s Data Center Fight, and the Summer Software Surge 8/31/26
The US striking Iran for the first time in a month as the G20 kicks off and Secretary Bessent says the administration can keep the pressure...
Warsh at Jackson Hole, Retail Roundup, and Treasury Trouble? 8/28/26
Fed Chair Kevin Warsh striking a hawkish tone in his first speech at Jackson Hole, saying there’s more work to do on inflation and former Bo...
Nvidia’s Record Quarter, Connecticut Sues Kalshi, and So Long, SaaSpocalypse? 8/27/26
The AI trade roaring back on the heels of Nvidia’s blowout earnings and strong guidance. Connecticut Governor Ned Lamont on the state’s suit...
Nvidia Earnings, A Winter Warning, and China’s Government Hack 8/26/26
The key metrics to watch in Nvidia’s earnings—and why a guidance hike could be on the way. As oil prices continue to fluctuate amid Middle E...
Media Deal in Limbo, Bitcoin’s Bounce, and Football Firestorm 8/25/26
A former Disney executive’s warning for media M&A as Paramount’s takeover of WBD sits in limbo. Technician Katie Stockton returns to discuss...
Safe Haven Status, Retail Wrap Up, and Crypto Comeback 8/21/26
The Wall Street Journal’s Greg Ip joins us to discuss whether U.S. Treasurys are losing their safe haven status after Treasury Secretary Bes...
Bessent’s Bond Battle, Go Broad Not Bearish, and Stripe’s Strategy 8/20/26
Former OMB Director Mitch Daniels on the Trump administration’s fiscal policy fight. Five-star fund manager Matt McLennan says despite the r...
The Exchange 8/19/26
Listen to the day's top stories, the must reads & a whole lot more for today's modern investor.
Global Bond Rout, Meta’s Landmark Trial, and Anthropic’s Revenue Surge 8/18/26
Yields around the world hitting multi-decade highs as bond vigilantes go to work. The Verge’s Nilay Patel says Meta’s federal child-harm tri...
Retail Ramp-Up, Chinese Tech Catalysts, and a Bitcoin breakout? 8/17/26
The retailer Morgan Stanley says could go from laggard to leader in the second half. After the 2020 clamp down, can China woo tech investors...
Bubble Beacons, Prediction Friction, and a Data Center Disconnect 8/14/26
Semis are in a bubble, according to Citi’s indicator. Former Assistant AG Jonathan Kanter on prediction markets’ legal hurdles. Plus, the di...
S&P 500 Milestone, Zuckerberg’s AI Manifesto, Anthropic’s Power Deal 8/13/26
The benchmark index crossing 7,800 for the first time ever as new inflation data comes in softer than expected. Plus, early Facebook investo...