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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Oil Slips, Stocks Rally & a Rate Cut is back in Play 4/8/26
Stocks rally as the U.S.-Iran ceasefire sends oil prices tumbling, but is the rally real? Plus, a fed rate cut is back on the table. We debate whether...
Iran Deadline Looms, Under-Priced Oil Risk, and Opportunities in Semis 4/7/26
Equities under pressure after President Trump ramped up threats against Iran ahead of his Strait of Hormuz deadline. Crude hits $116 a barrel, but S&P...
Iran Escalation Risk, Renewed Private Credit Concerns, and Pullback Opportunities 4/2/26
The President’s Iran speech fails to soothe markets. Private credit jitters are back. Plus, where the market pullback is creating opportunities.
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Nike's Nosedive, Tech's Turnaround, and Gold's Gains 4/1/26
Nike shares get crushed on weaker-than-expected sales outlook amid revenue struggles in China. The Mag 7 rallying for a second day after a rough first...
Crude Climb Continues, China's Price Spike Warning, and KKR's Major Deal 3/30/26
WTI crude hits a three-week high after Trump threatens to "obliterate" Iran's energy sources. Chinese manufacturers warn to brace for price hikes due...
Fed's Inflation Battle, the Alphabet Case, and the Memory Meltdown 3/27/26
Mounting inflation concerns could put Trump's pick for Fed Chair in a bind. The company Wells Fargo says is the "best-positioned" name in the AI race...
U.S.-Iran Peace Talks, Memory Melt, and a Fed Hike? 3/26/26
Trump says negotiations have started, Iran denies that talks are taking place, but which one do markets believe? Memory stocks are under pressure afte...
Chevron's California Warning, AI-Powered Drones, and OpenAI Shutters Sora 3/25/26
Chevron says California risks a fuel crisis unless the Iran war ends. Ondas CEO Eric Brock talks autonomous drone usage in the ongoing conflict. Plus,...
Energy Ripples, Databricks Moves into Cybersecurity, and Anthropic vs. the Pentagon 3/24/26
Carlyle's Jeff Currie says even if the Iran war stops now, surging oil prices will impact the economy for months. Databricks CEO Ali Ghodsi on his new...
Mixed Signals, the Rate Hike Case, and Airlines Navigate Oil 3/23/26
President Trump postponed strikes on Iranian power plants after saying negotiations were underway, but Iranian state media refuted those claims, trigg...
Crude Climb Continues, Spring Housing Season, and the Mag 7 Melt 3/20/26
The energy complex keeps climbing as the Iran war enters its third week. Housing season officially kicks off, but rising mortgage rates could challeng...
Middle East Escalation, Micron's Big Beat, and the Private Credit Exodus 3/19/26
Oil prices spike after Iran strikes key energy infrastructure in Qatar, but is the end of the war on the horizon? Micron shares slide despite blowout...
The Fed's Next Move, The Iran Timeline, and Food Inflation? 3/18/26
As fuel costs spike and inflation proves sticky, our panel dissects the delicate balance Jay Powell has to strike in today's Fed decision. Brookings'...
Private Credit Concerns, Crude's Climb, and Travel Chaos 3/17/26
Orlando Bravo talks uncertainty in private equity, private credit, and software. How will the Fed navigate oil's surging prices as their two-day meeti...
“No Need to Worry,” Consumer Hide & Seek, “Taming, Not Toppling” 3/13/263/13/26
There’s “no need to worry” about the situation in the Strait of Hormuz according to Defense Secretary Pete Hegseth. Why RBC Capital Markets is playing...
Ripple Effects of the Iran War 3/12/26
Oil flowing through the Straight of Hormuz is the “only thing that matters in the world,” according to BCA Research. A former NSA and Marine Corps. ha...
Oil Cycle Continues, Inflation Conundrum, and Oracle's Comeback 3/11/26
The IEA announced plans to release a record 400 million barrels of oil to help ease the Iran supply disruption, but does that leave some parts of the...
Oil's Whipsaw Ride, Oracle's Data Center Dilemma, and is Defense the New AI? 3/10/26
Oil prices post their biggest daily loss since March 2022 after hitting above $119 just two nights prior. Will Oracle's data centers be able to accomm...
Overnight Oil Spike, Jet Fuel Soars, and Momentum in Tech 3/9/26
Oil prices hit their highest peak since June 2022 before falling back below $100/barrel. Airline stocks take a dip as jet fuel costs surge amid the Ir...
Oil Rally Strengthens, Labor Market Weakens, and Oracle's Opportunity 3/6/26
Crude oil breaks above $90 a barrel for the first time since 2023. The economy lost 92,000 jobs, but rising oil prices leaves the Fed's next moves up...
China's Big Growth Concerns, Labor's Big Divergence, and Software's Big Bounce 3/5/26
China sets its lowest economic growth target since the 1991, but AIE's Derek Scissors says it's actually on the "high end of reality." The hiring bifu...
Mag 7 Magnificent Again?, Software's AI Agent Takeover and South Korean Stocks Slip 3/4/26
The Mag 7 underperforming recently, but Rosenblatt Securities sees better days ahead. Box CEO Aaron Levie says AI agents will be the biggest users of...
Iran Conflict Continues, Energy Erupts, and a Market Sell-Off 3/3/26
President Trump says Israel did not force his hand to enter the Iran conflict, now in its fourth day. Oil and natural gas prices surge as the Strait o...
The Iran Conflict, Energy Spikes, and One-on-One with Jamie Dimon 3/2/26
The Iran conflict enters its third day, and President Trump leaves the door open for American boots on the ground. Natural gas prices soar after the w...
Private Credit Concerns, OpenAI's Record Round, and Paramount Wins Warner Bros. 2/27/26
Problems are piling up on private equity and credit lenders, and it's spreading to the banks. OpenAI closed a $110 billion fundraising round, rocketin...
Next for Nvidia, "AI-washing," and a Software Bounce? 2/26/26
Nvidia is on pace for its worst day since last April, but Deepwater Asset Management is staying bullish. More than 50,000 layoffs were tied to AI in 2...
Nvidia After the Bell, Crypto Relief, and the State of The Union 2/25/26
Wedbush calls Nvidia the leader in the AI revolution ahead of earnings. Circle surges on strong results, but Mizuho says it's facing two major headwin...
Meta & AMD Team Up, Bearish on Banks, and FedEx's Tariff Suit 2/24/26
Meta striking a massive deal with AMD, but should Meta be in the chips business? Financials post their worst day since last April, and one technician...
Tariff Turmoil, Software Sell-Off, and the Old Economy's Revenge 2/23/26
The Supreme Court struck down Trump's tariffs, but the president is warning countries to not back off from trade deals. Further AI disruption could le...
Iran Tensions, Trading Walmart, and “Owning” the Economy 2/19/26
Rising tensions between the U.S. and Iran send oil prices higher. Why Walmart is still set up for a strong year despite falling short on its earnings...
Not Nvidia, Mamdani's Property Tax Plan, and Zuckerberg Takes the Stand 2/18/26
Retail investors are passing on Nvidia in favor of other beaten down tech names. The owner of the Empire State Building weighs in on NYC Mayor Zohran...
"Warnamount" vs. "Netflix Bros.", Ford's EV JV, and Amazon's Losing Streak 2/17/26
Netflix allows Warner Bros. Discovery to reopen talks with Paramount after it sweetened its bid for the streamer. Ford's surprise joint venture push....
AI Disruption, Nvidia's Shrinking Moat, and “AI-Proof” Trades? 2/13/26
It was a wild week on Wall Street as AI fears sparked selloffs in different sectors. We look through the wreckage for opportunities and highlight some...
AI's Biggest Winner, AI's Newest Victim, and Housing's Huge Miss 2/12/26
The AI disruption is moving to new sectors. We look at the winners, the losers, and the biggest buying opportunities. Plus, real estate power player R...
Jobs Report Blowout, Top Tech Picks, and Data Center Tailwinds 2/11/26
Prospects of fewer rate cuts are outweighing enthusiasm on the economy. We game out what today’s report means for the Fed and for the markets. Plus, t...
Retail Sales Stall, Apple Bull Case, and Bitcoin Bottom in Sight? 2/10/26
It’s a big week for econ data, and we’re off to an ugly start with retail sales. Apple has quietly outperformed the rest of the Mag 7 this year, and o...
OpenAI Optimism, Microsoft's AI Malaise, and Bitcoin $38K? 2/9/26
DA Davidson says Oracle is a 'Buy' on renewed optimism for OpenAI. Melius Research is downgrading Microsoft saying CEO Satya Nadella has "lost the AI...
Dow 50k, The Upside-Down AI Trade, and When Will Bitcoin Bottom 2/6/26
The Dow soars more than 1,000 points, getting within striking distance of 50,000. With Amazon, Meta, and Microsoft lower on capex concerns, but the re...
Out with the New, In with the Old and Crypto Keeps Sliding 2/5/26
Tech's pain is consumer staples' gain, as the mag 7, chips, and software all take hits, while the likes of Coca-Cola and Hershey's hit highs. But, aft...
Software Slump, Alphabet on Deck, and Crypto Cracks 2/4/26
The software sell-off continues, but the CEOs of LegalZoom and Box both say AI agents will make those platforms more valuable in the long run. Futurum...