The Exchange-logo

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. "The Exchange" has all that plus "Rapid Fire," our innovative, reporter driven roundtable – which is a discussion of some of the day's most interesting, unusual and at times controversial topics. This series gives today's modern investor the day's top stories, the must reads & a whole lot more.

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. "The Exchange" has all that plus "Rapid Fire," our innovative, reporter driven roundtable – which is a discussion of some of the day's most interesting, unusual and at times controversial topics. This series gives today's modern investor the day's top stories, the must reads & a whole lot more.

Twitter:

@bizrpt

Language:

English


Episodes
Ask host to enable sharing for playback control

Slowdown on the Way, La-Z-Boy CEO on Big Beat, Homebuilders on the Range 6/18/24

6/18/2024
Our economist says the consumer is on the cusp of a significant slowdown, and that could mean big changes for the Fed’s rate cut timeline. Plus, La-Z-Boy shares are soaring to their highest level since 2021 and best day in 7 years. We’ll ask the CEO what’s driving demand. And Lennar is lower despite an earnings beat, but our analyst says that presents a big buying opportunity.

Duration:00:46:30

Ask host to enable sharing for playback control

Bonds & Equities Diverge, Accor CEO on Travel Trends, 3 Buys & A Bail: Stock Splits 6/17/24

6/17/2024
The growing divergence between corporate bonds and equities could signal two things, according to our market guest, and neither of them is particularly good. Plus, investors are starting to question travel stock multiples as prices begin to crack. We’ll check in with the CEO of one of the largest global hotel brands. And we’re tackling stock splits in 3 Buys & A Bail with KKM’s Jeff Kilburg.

Duration:00:44:07

Ask host to enable sharing for playback control

Bifurcation Situation, Value Hunting & Lease on Losses? 6/14/24

6/14/2024
The Fed’s Loretta Mester says it’s important not to wait too long to cut rates, but one of our guests says the bifurcation she’s seeing in the economy all but guarantees we’ll be higher for longer. She’s here to make her case. Plus, investors dumped value and bought growth stocks last week, but our market guest is sticking with the value trade. He brings three names he says are well-positioned to pay dividends literally, and figuratively, from here. And from buydowns to rebates the EV winter has pushed suppliers to offer heavy incentives to stoke demand. But Barclays says it may have gone too far. The analyst joins us with the story and the trades.

Duration:00:44:04

Ask host to enable sharing for playback control

Fed Falling Behind?, Warning Sign to OpenAI?, Musk’s Massive Pay Package 6/13/24

6/13/2024
The latest economic data suggests the Fed may be falling behind, but is today’s data more noise than signal? We’ll debate. Plus, Slow Ventures’ Sam Lessin says Apple’s WWDC showed it was being smart about AI and came with a serious warning to OpenAI. He’ll join us to explain. And as shareholders vote on whether Elon Musk’s pay package should get approved, we’ll speak with one shareholder who voted yes.

Duration:00:44:16

Ask host to enable sharing for playback control

Fed Decision Countdown, Paramount’s Playbook, AI & Advertising 6/12/24

6/12/2024
We’re counting down the Fed decision with what to expect from the committee and what to listen for during Powell’s press conference. Plus, Paramount’s controlling shareholder Shari Redstone shocked the business world by terminating merger talks with Skydance. Needham’s Laura Martin joins us to discuss what’s next for the company. And ad firm MNTN is unveiling a new AI-powered platform for advertisers. We’ll look at how it works, and whether it can alter the media landscape.

Duration:00:40:32

Ask host to enable sharing for playback control

From the Desk of Kelly Evans: The Anti-Gutenberg moment 6/11/24

6/11/2024
Kelly explains why Apple’s AI offering was a game-changing moment for the company – and maybe the whole world, too.

Duration:00:02:34

Ask host to enable sharing for playback control

Mixed Signals, Record Highs, Cybersecurity Concerns 6/11/24

6/11/2024
Recession probabilities are at their lowest level in over two years, but one part of the labor market suggests otherwise. Plus, markets may be hitting all-time highs, but our market guest says there’s a handful of stocks that were punished on earnings and are worth picking up. And Apple shares are at a new all-time high on the heels of this year’s WWDC, but are Elon Musk’s concerns about security warranted? We’ll ask one cybersecurity expert.

Duration:00:43:57

Ask host to enable sharing for playback control

Apple’s WWDC Kicks Off, Europe’s Future in Flux, Regional Bank Turmoil 6/10/24

6/10/2024
Apple’s highly anticipated developers conference is kicking off with investors eagerly anticipating the company’s AI announcements. We’ll bring you all the headlines live from Cupertino, California. Plus, Europe’s future is in flux after far-right parties made major gains during this weekend’s EU Parliament elections, leading French President Macron to call for a snap national election. And a number of regional banks are joining a downgrade watch list from Moody’s. We’ll ask the person behind the call what they can do to reduce their risk.

Duration:00:49:14

Ask host to enable sharing for playback control

From the Desk of Kelly Evans: "Boring" Kitty 6/10/24

6/10/2024
Kelly explains why the market seemed unimpressed by the “Roaring Kitty” livestream.

Duration:00:02:37

Ask host to enable sharing for playback control

The Exchange 6/7/24

6/7/2024
Listen to the day's top stories, the must reads & a whole lot more for today's modern investor.

Duration:00:44:14

Ask host to enable sharing for playback control

The Exchange 06/06/24

6/6/2024
Listen to the day's top stories, the must reads & a whole lot more for today's modern investor.

Duration:00:43:58

Ask host to enable sharing for playback control

Timing the Cuts, Recession-Proof Business Model?, Suburban Surge 6/5/24

6/5/2024
The synchronized global rate cuts seem to be starting, but will the Fed end up quickly following suit, or will high inflation keep Powell & Co. on the sidelines? Plus, travel stocks tend to be among the hardest-hit names during a downturn, but Travel + Leisure’s CEO calls their business model recession-proof and joins us to make his case. And Sweetgreen shares have tripled YTD as the company invests in automation and suburbanization. We’ll ask the CEO what’s driving growth and what’s next for the company.

Duration:00:43:47

Ask host to enable sharing for playback control

Flashing Slowdown Signals, Roaring Kitty’s Options, Hot Solar Stocks 6/4/24

6/4/2024
We’re counting down to Friday’s big jobs report with a look at the warning signs in the market. Our guest is still bullish in the short-term and joins us with where he’s finding opportunities. Plus, “Roaring Kitty” trader Keith Gill seems to have posted his Gamestop holdings on Reddit, but can he cash in without attracting regulatory scrutiny? And First Solar shares surged after one analyst called it an under-appreciated beneficiary of AI. He joins us to explain his call.

Duration:00:43:55

Ask host to enable sharing for playback control

Overseas Opportunities, Changing Consumer, 3 Buys & A Bail: Sector Leaders 6/3/24

6/3/2024
India’s stock market hitting a record high, while the EWW Mexico ETF is hitting a 4-year low. We’ll look at what’s driving these moves and where to find the best overseas opportunities. Plus, Costco is touching a record high after some choppy trading last week, and Wall Street is getting even more bullish. We’ll speak with one analyst who just raised her price target and says it can withstand any macroeconomic environment. And in 3 Buys & A Bail, Jeff Killburg is trading AMD, Duke Energy, Exxon Mobil, and Starbucks.

Duration:00:44:17

Ask host to enable sharing for playback control

Fed’s Path Forward, Fast Food Wars, Calculating Earnings Commentary 5/31/24

5/31/2024
We debate whether it’s a mistake for the Fed to keep a rate hike on the table after today’s PCE reading. Plus, the relative cost gap between dining in and dining out is at a record high, but our analyst says that benefits one staples stock in his coverage universe. And with earnings season nearly over, we’ll look at how one company is leveraging AI to make earnings trends and data more accessible to investors.

Duration:00:49:53

Ask host to enable sharing for playback control

Salesforce’s Surprise Miss, Home Sales Disappoint, Earning Exchange: COST, DELL, MDB 5/30/24

5/30/2024
Salesforce plunging 20% after its first revenue miss since 2006, but is it just AI growing pains or is AI killing SAAS? Plus, pending home sales dropping to a 4-year low, but it’s not all bad news. Morgan Stanley has two names that benefit from a housing shortage and affordability crisis. And Costco, Dell, and MongoDB are on deck with results. Nancy Tengler joins us with the trade on all three and her take on the markets.

Duration:00:44:20

Ask host to enable sharing for playback control

Nvidia: Bargain or Beware?, Rate Cut Doubts, Health of Housing 5/29/24

5/29/2024
Nvidia is on a tear, but if you think you’ve missed the rally, there’s one key metric that suggests there’s more room to run. Plus, as yields rise, so do doubts about a rate cut, but our market guest says it doesn’t matter and will tell us where he’s seeing opportunities. And J.P. Morgan is out with a new report suggesting we could see more movement in the housing market soon. We’ll tell you why, and who’s buying.

Duration:00:44:01

Ask host to enable sharing for playback control

“No Cuts, No Problem”, Next Stop: Splitsville, AI Risks vs. Rewards 5/28/24

5/28/2024
Our strategist says the Fed holding rates higher for longer makes him more bullish on near-term stock prices. He’ll tell us why and give us two names he likes outside of tech. Plus, is the uptick in stock splits a positive sign for the market? We’ll look at how these names typically perform after the split and which companies could be next. And our mystery stock of the day is getting an upgrade, sending shares up 9%. We’ll reveal it and hear from the analyst who says the AI rewards outweigh the risks.

Duration:00:42:49

Ask host to enable sharing for playback control

Sell-off Bounceback, Duke Energy CEO, 3 Buys & A Bail: Under-the-Radar 5/24/24

5/24/2024
Was yesterday’s market sell-off a blip or the start of something bigger? We’ll look at how to position your portfolio. Plus, one of the biggest utilities in the country wants the highest electricity users to pay their fair share. We’re joined by the CEO of Duke Energy with what that would look like, and how they’re preparing for a surge in power demand. And don’t miss a special 3 Buys & A Bail “under the radar” edition with KKM’s Jeff Kilburg.

Duration:00:44:00

Ask host to enable sharing for playback control

July Cut?, Nvidia Halo, Zyn Rewards 5/23/24

5/23/2024
The market sees the first cut in September, but our economist says you don’t have to wait that long – it’s going to be July. We’ll ask what makes him so confident. Plus, no signs of an AI slowdown. Nvidia crushing it once again, with data center growth up more than 400% from last year. And that’s good news for this company. Nvidia and all the big tech giants are clients. The CEO joins us live ahead. And there are Zyn-fluencers and now there’s a Zyn rewards program. We look at the explosive growth of the tobacco-free nicotine pouches, how Philip Morris International is capitalizing on it, and how much upside our analyst sees for the stock because of it.

Duration:00:43:56