The Exchange
- Épisodes
- 1 833
- Parution
- quotidienne
- Dernier épisode
- 13 Nov 2026
À propos du podcast
"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.
Épisodes 1 833
NVIDIA Succession Crisis, Anthropic IPO and AI Chip Scrutiny 11/13/26
November 13, 2026; start time unavailable: Kelly Evans breaks down the market fallout from NVIDIA’s leadership crisis, congressional scrutiny over advanced chips and China, and the ripple effects across AI …
Notes de l’épisode
November 13, 2026; start time unavailable: Kelly Evans breaks down the market fallout from NVIDIA’s leadership crisis, congressional scrutiny over advanced chips and China, and the ripple effects across AI stocks, Anthropic’s IPO, Microsoft’s outage, crypto and semiconductors. The episode connects Washington, Wall Street and the AI ecosystem as investors weigh succession risk, chip policy, compute demand and market rotation.
Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
NVIDIA CEO Exit, China Scrutiny and the AI Chip Stock Fallout
November 12, 2026; Brian Sullivan breaks down NVIDIA’s leadership crisis after Jensen Wong’s resignation, including Colette Kress stepping in as interim CEO, congressional scrutiny tied to China export …
Notes de l’épisode
November 12, 2026; Brian Sullivan breaks down NVIDIA’s leadership crisis after Jensen Wong’s resignation, including Colette Kress stepping in as interim CEO, congressional scrutiny tied to China export controls, and the stock’s sharp selloff. Guests weigh whether NVIDIA’s board, customers and investors can move past the turmoil as oil, Iran and gold add more market uncertainty.
Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
AI Data Center Risks, Fed Rate Hikes & Energy Plays
November 11, 2026; 1p: CNBC’s The Exchange breaks down the AI trade as CoreWeave rallies, NVIDIA faces scrutiny, and investors debate whether data center spending is overbuilt. Guests also weigh in on Fed …
Notes de l’épisode
November 11, 2026; 1p: CNBC’s The Exchange breaks down the AI trade as CoreWeave rallies, NVIDIA faces scrutiny, and investors debate whether data center spending is overbuilt. Guests also weigh in on Fed rate-hike risk, GE Vernova, natural gas, ExxonMobil, and what retail investors should watch next.
Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Nvidia Selloff, Fed Hike Odds and AI IPOs Rattle Markets
November 10, 2026; 1pm: The Exchange breaks down a market sell-off as hot CPI data and Fed comments boost rate-hike expectations while Nvidia’s slide, Anthropic’s IPO roadshow and AI regulation concerns weigh …
Notes de l’épisode
November 10, 2026; 1pm: The Exchange breaks down a market sell-off as hot CPI data and Fed comments boost rate-hike expectations while Nvidia’s slide, Anthropic’s IPO roadshow and AI regulation concerns weigh on tech. Guests also discuss Texas data centers, commodities, CoreWeave and enterprise AI as investors assess whether the AI buildout can withstand higher rates and scrutiny.
Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
NVIDIA Spy Probe, AI Risks and Market Rally
November 9, 2026; 1pm: Kelly Evans covers NVIDIA’s sell-off amid an investigation into Jensen Huang’s alleged relationship with a businesswoman U.S. intelligence agencies say is a Chinese spy, along with the …
Notes de l’épisode
November 9, 2026; 1pm: Kelly Evans covers NVIDIA’s sell-off amid an investigation into Jensen Huang’s alleged relationship with a businesswoman U.S. intelligence agencies say is a Chinese spy, along with the potential fallout for AI, China policy and corporate governance. The episode also tracks the broader market rally, oil’s decline and rising power demand tied to data centers.
Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Mary Daly on Rate Hikes, AI Sell-Off and Jobs Friday 11/6/26
November 6, 2026; 1pm: Kelly Evans breaks down a fragile market rebound after a strong jobs report as San Francisco Fed President Mary Daly says inflation remains the Fed’s top priority and more tightening may …
Notes de l’épisode
November 6, 2026; 1pm: Kelly Evans breaks down a fragile market rebound after a strong jobs report as San Francisco Fed President Mary Daly says inflation remains the Fed’s top priority and more tightening may be needed. The episode also covers the AI sell-off, data center power demand, skilled labor shortages, Oklo’s nuclear roadmap and chip dip-buying.
Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
AI Stock Sell-Off: Tech Rout, Data Centers and Market Volatility
November 5, 2026; 1pm: The Exchange breaks down a severe AI-led market sell-off, with pressure across tech, semiconductors, data centers, neoclouds, financials and volatility. Guests debate whether the rout is …
Notes de l’épisode
November 5, 2026; 1pm: The Exchange breaks down a severe AI-led market sell-off, with pressure across tech, semiconductors, data centers, neoclouds, financials and volatility. Guests debate whether the rout is a buying opportunity, a policy-driven recalibration, or a warning that AI growth expectations are shifting.
Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Midterm Market Rally, AI Data Center Risks and Iran War Fallout 11/4/26
November 4, 2026; 1pm: The Exchange breaks down the post-midterm market rally, with the Dow surging as investors weigh Democratic gains, AI data center policy risks, the Iran war fallout, housing, China, and …
Notes de l’épisode
November 4, 2026; 1pm: The Exchange breaks down the post-midterm market rally, with the Dow surging as investors weigh Democratic gains, AI data center policy risks, the Iran war fallout, housing, China, and defense spending. Kelly and guests examine why tech, homebuilders and industrials are moving, and what the results could mean for 2028 and beyond.
Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Oil Slides, AI Stocks Rally, Midterm Stakes and Market Rotation 11/3/26
November 3, 2026; 1pm: Kelly Evans breaks down oil’s pullback, renewed strength in AI and memory stocks, and how midterm election uncertainty could shape markets, data centers, and sector leadership. Guests …
Notes de l’épisode
November 3, 2026; 1pm: Kelly Evans breaks down oil’s pullback, renewed strength in AI and memory stocks, and how midterm election uncertainty could shape markets, data centers, and sector leadership. Guests discuss the outlook for Congress, Pfizer’s pipeline, China’s IPO pause, and where investors are finding opportunity beyond mega-cap tech.
Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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 …
Notes de l’épisode
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 examine whether tech can re-rate as free cash flow improves and how state ballot measures could affect municipal credit.
Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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 …
Notes de l’épisode
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 takeaway: markets are repricing AI exuberance and renewed Fed tightening risk as inflation remains above target.
Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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 …
Notes de l’épisode
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 James’ record quarter, XPO’s diesel exposure, NextPower’s role in data center power demand and North Dakota’s state-owned bank.
Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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 …
Notes de l’épisode
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 Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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 …
Notes de l’épisode
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 “look kinda low.”
Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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 …
Notes de l’épisode
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. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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 pcm.adswizz.com for information about our collection and use of …
Notes de l’épisode
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 pcm.adswizz.com for information about our collection and use of personal data for advertising.
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 …
Notes de l’épisode
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 use to raise funds. Plus, Palantir’s Joe Lonsdale’s long-term investment advice.
Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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% …
Notes de l’épisode
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 launch, will third quarter results bring the momentum back? Plus, the AI industry’s new spending problem.
Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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 …
Notes de l’épisode
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-term action in SpaceX.
Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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 …
Notes de l’épisode
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 President Trump and China’s President Xi to end the Ukraine War. Plus, Morgan Stanley’s under-the-radar retail winners, including one housing adjacent name.
Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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 …
Notes de l’épisode
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 the chips. Plus, the trades on Netflix, Meta, and SpaceX ahead of next week’s results.
Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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 …
Notes de l’épisode
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 sue OpenAI.
Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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 …
Notes de l’épisode
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 behind the arrest of a former OpenAI employee.
Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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 pcm.adswizz.com for information about our collection and use of …
Notes de l’épisode
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 pcm.adswizz.com for information about our collection and use of personal data for advertising.
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 …
Notes de l’épisode
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” between Russia and Ukraine. Plus, Walter Isaacson on what AI regulation should look like.
Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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 …
Notes de l’épisode
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.
Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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 …
Notes de l’épisode
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-highs.
Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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 …
Notes de l’épisode
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 the Nasdaq retreats from record highs.
Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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 …
Notes de l’épisode
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 likes of OpenAI and Meta were unable to answer the most basic questions posed to them at a recent AI hearing.
Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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 …
Notes de l’épisode
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 company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Voici les 40 derniers épisodes sur 1 833. Les épisodes plus anciens se trouvent dans le flux du podcast.
Podcasts similaires
Plus de podcasts : Actualités
C’est votre podcast ?
Confirmez-le avec une entrée dans votre flux : vous recevez ici un code, vous l’ajoutez comme podcast:txt dans le canal de votre flux, et nous le vérifions. Votre podcast apparaît ensuite comme « vérifié » sur SoundNode.