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The Exchange

CNBC

"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.

Location:

United States

Description:

"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.

Twitter:

@bizrpt

Language:

English


Episodes
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Stocks Shake Off Inflation & Tariff Fears, Defense Spending Cut?, Intel’s Winning Week 02/14/25

2/14/2025
The major averages are set to end the week higher despite a whirlwind week of tariffs, inflation, and Musk-driven drama. But President Trump’s rhetoric around defense spending is spooking that sector. And Intel is on pace for its best week since 2000 on rumors of a tie-up with Taiwan Semi. We’ll cut through the noise with Bernstein’s Stacy Rasgon.

Duration:00:43:04

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New Trump Tariffs, DOGE a Distraction for Musk?, Russia-Ukraine Truce Talks 02/13/25

2/13/2025
President Trump is set to impose new, reciprocal tariffs on other nations, matching what they currently charge the U.S. to import goods. We’ll look at the fallout for stocks and the inflationary impact. And is DOGE distracting Elon Musk from Tesla? Wedbush’s Dan Ives doesn’t think so, and says deregulation will drive another $1 trillion in market cap for the EV maker. And Atlantic Council CEO Fred Kempe is in Munich with what European officials are saying about a potential truce between Russia and Ukraine.

Duration:00:46:05

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Hot CPI Hits Stocks, Powell Day 2, Musk’s DOGE Vision 02/12/25

2/12/2025
Today’s hotter-than-expected CPI print might make the Fed’s path forward a bit murkier, as Powell doubles down on not rushing to cut rates with the economy as strong as it is. Plus, Elon Musk is laying out his vision for DOGE’s cuts to the federal government, as his feud with OpenAI’s Sam Altman continues.

Duration:00:43:10

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Powell on Capitol Hill, Musk vs. Altman, Tesla vs. OpenAI 02/11/25

2/11/2025
Fed Chair Powell is wrapping up his first day of testimony on Capitol Hill, saying there’s no rush for the central bank to cut rates. Plus, Elon Musk is making an offer to buy OpenAI, but Sam Altman wasted no time shutting that down. And BYD is taking aim at Tesla in China with its new driver assistance technology

Duration:00:43:16

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Zero 2024 Rate Cuts?, Frontier CEO Exclusive, Titan America IPO 02/07/25

2/7/2025
Inflation is stealing the show today with consumers increasingly anxious about tariffs and higher costs. KPMG’s Diane Swonk is now forecasting zero Fed rate cuts this year and joins us to make her case. Plus, we’ll speak with the Frontier CEO as the stock soars on the back of earnings and on the heels of making another offer to buy Spirit. And the U.S. unit of Belgian cement producer, Titan America, is going public on the NYSE. The CEO joins us in a First on CNBC interview.

Duration:00:43:07

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Jobs Report Countdown, Tech Blip or Breakdown, Earnings Exchange: AMZN, AFRM, EXPE 02/06/25

2/6/2025
January’s jobs report is on deck, and there’s likely to be a huge swing on the monthly figure and some major revisions. Plus, tech stocks are underperforming this year at a level we haven’t seen in over a decade. And Amazon, Affirm, and Expedia results are on deck. We have the numbers and narratives to know in Earnings Exchange.

Duration:00:46:43

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Alphabet Soup-er Sell-off, DeepSeek Data Risks, Gold’s Shiny Rally 02/05/25

2/5/2025
Alphabet shares are selling off after missing revenue estimates, but one tech portfolio manager isn’t worried about it. Plus, researchers uncovered a troubling connection between DeepSeek and a Chinese telecom company that’s banned from doing business in the U.S. We’ll speak with the man behind the report. And gold is hitting another record high as the dollar gains strength too, and that has one portfolio manager looking to buy some unloved names.

Duration:00:43:13

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Palantir’s Earnings Pop, Stock Split List, Retail Headwinds on the Horizon 02/04/25

2/4/2025
Wall Street is back in love with growth names like Meta and Palantir, but our guest has a word of caution for investors banking on big returns. Plus, more companies are splitting their stock and seeing big returns afterwards. We’ll ask Bank of America who’s next on their watchlist. And tariffs are mostly on pause, but there’s another headwind on the horizon for retail stocks.

Duration:00:42:52

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Trump Tariff Whiplash, Lumber Supply Shock, Nvidia Nvincible No More? 02/03/25

2/3/2025
Stocks are cutting their losses after opening sharply lower, following news of a temporary tariff deal between the U.S. and Mexico. We have the impact to the economy and supply chain. Plus, one CEO is warning of a lumber supply shock as homebuilders depend on Canadian lumber to construct houses. And Nvidia is coming off its worst week in more than two years after the DeepSeek-induced sell-off. Wall Street’s #1 analyst joins us with a look at the tariff risk facing the space.

Duration:00:46:30

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Fed’s Path Forward, Nvidia CEO at White House, Tariffs to Take Effect 1/31/25

1/31/2025
The Fed’s preferred inflation gauge came in-line with estimates. We’ll look at how to position as stocks shake off a rough start to the year. Plus, Nvidia’s CEO is at the White House to meet with President Trump. And tariffs are set to take effect on Mexico, Canada, and China tomorrow. We’ll look at which companies have the most exposure and how to protect your portfolio.

Duration:00:46:34

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Tesla’s Bumpy Ride, Mag 7 Shift, UPS’ Worst Day Ever 1/30/25

1/30/2025
Tesla moving higher despite dismal results, but our analyst says its in a unique position with a supercharged AI and self-driving outlook. Plus, Apple is on deck to report results and one CIO says the bar seems pretty low post-DeepSeek. And UPS is tracking for its worst day on record after announcing plans to scale back Amazon deliveries. We’ll speak with the CEO about that and their cost-cutting efforts.

Duration:00:43:54

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Countdown to Fed Decision, AI Arms Race, Earnings Exchange: MSFT, TSLA, CAT 1/29/25

1/29/2025
We’re gearing up for the Fed’s first rate decision under the second Trump administration, and what to expect Chair Powell to say at his press conference. Plus, Nvidia falling again on more AI news and reports of potentially stricter restrictions on their China sales. And we’ll look ahead to Microsoft, Tesla and Caterpillar’s results after the bell in Earnings Exchange.

Duration:00:45:47

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DeepSeek Aftermath, Is Tech’s Pain Healthcare’s Gain?, Trump tariffs & the Fed 1/28/25

1/28/2025
The Nasdaq is rebounding after yesterday’s Nvidia-led sell-off, but Vaneck’s CEO sees more pain ahead for big tech. If that comes to pass, Barclays says health care stands to be the biggest beneficiary of tech’s underperformance, and our analyst has the names with the biggest upside. And consumer confidence came in weaker than expected as Main Street remains pessimistic about their future employment. We’ll look at what it means for the Fed’s next move.

Duration:00:44:12

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DeepSeek & Rate Cuts 1/27/25

1/27/2025
DeepSeek isn’t just outperforming Silicon Valley competitors – it’s also open-source, cost effective, and requires way less computational power. VC Bradely Tusk tells us it’s going to be really hard to tell his starts ups not to use it. Plus, some good news on the housing front. New home sales were better than expected, and rents are coming down. This matters to CPI, PCE and to the Fed. We discuss if a rate cut could be on the docket for Wednesday’s meeting.

Duration:00:43:44

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Bullish with a “But”, Three Cuts to Come?, Netflix’s Big Week 1/24/25

1/24/2025
The S&P 500 is hitting another record high ahead of the busiest week of earnings, but our market guest is worried about one risk to the overall rally. Plus, President Trump wants the Fed to cut rates, and our economist thinks he might get his wish times three! And Netflix is getting another big upgrade on Wall Street to cap off the stock’s best week in a year.

Duration:00:44:22

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Trump vs. Banks, Renewed Inflation Risk, Netflix: Full Stream Ahead? 1/23/25

1/23/2025
President Trump speaking to bank CEOs at Davos, and throwing punches at some of them with his comments too. Plus, Blackrock’s Larry Fink is warning of renewed inflation risk to the market. And Netflix is moving higher again today after its blowout earnings report. We’ll look at the fallout for the media landscape.

Duration:00:49:41

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Stargate Project, The Case for Small Caps, Chuck E. Cheese Comeback 1/22/25

1/22/2025
The Trump-backed, multibillion-dollar AI initiative “Stargate” answers some key questions about the AI trade, according to one analyst. Plus, JPMorgan Chase CEO Jamie Dimon says a strong dollar isn’t bad, but P&G’s CEO says it isn’t good either, and our market guest says staying small helps avoid it altogether. And the CEO of Chuck E. Cheese’s parent company joins us with the latest on their turnaround efforts after filing for, and emerging from, bankruptcy in 2020.

Duration:00:43:33

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The Trump Agenda, Bradley Tusk on Silicon Valley, National Energy Emergency 1/21/25

1/21/2025
Day 1 of Trump 2.0 brought 46 presidential actions, along with a shift in tone on tariffs that the market seems to be welcoming today. We have the latest and what could happen next. Plus, venture capitalist Bradley Tusk says Trump repealing Biden’s orders on AI doesn’t matter and will join us to explain. And S&P Vice Chair Dan Yergin is live from Davos with the business community’s reaction to Trump declaring a “national energy emergency”.

Duration:00:47:16

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TikTok Ban Upheld, The Trump Crypto Rally, and Happy Retirement, Toni! 01/17/25

1/17/2025
Will TikTok go dark this weekend? Will Elon Musk buy it? We game out the likely scenarios for the social media apps—and dig into the cybersecurity risks for both users and non-users alike. Bitcoin up 10% in the week before Trump’s inauguration, just how high crypto can go this year, according to Standard Chartered. Plus, Bernstein analyst Toni Sacconaghi tells us where he’s finding value in big tech in his final TV interview ahead of retirement.

Duration:00:43:41

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Trump’s Treasury Pick Testifies, Citi CEO Exclusive, USAA CEO on California Wildfires 1/16/25

1/16/2025
President-elect Trump’s pick for Treasury Secretary is testifying before the Senate Banking Committee. Plus, we have an exclusive sit-down interview with Citi CEO Jane Fraser on the heels of the bank’s strong quarterly results. And USAA’s CEO is on the ground in California as residents begin to rebuild their lives in the wake of the devastating wildfires.

Duration:00:34:20