Podcast
The Exchange
Hosted by CNBC · EN
"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.
241episodes
Episodes
Newest firstAll episodes
Court Rules Against Musk in Legal Battle with Sam Altman, OpenAI 5/18/26
May 1800:52:26Summary readyWe go live to the courthouse after Elon Musk loses his court battle against OpenAI and Sam Altman; Big Technology’s Alex Kantrowitz and Deepwater Asset Management’s Gene Munster join Kelly for instant reaction. Plus, what to watch in Walmart’s and Target’s reports this week. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
SummaryThe Exchange 5/15/26
May 1500:43:41Summary readyListen 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.
SummaryCerebras Opens for Trading, A Midterm Misstep, and Crypto Clarity 5/14/26
May 1400:49:26Summary readyThe Exchange, along with a little help from two surprise guests, takes a deep dive into the blockbuster Cerebras IPO as shares start trading at the top of the hour. President Trump was “fawning over the Chinese Communist Party”, according to AEI’s Derek Scissors, and that could give Democrats an edge in the midterms. Plus, a win for the crypto industry. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
SummaryThe Exchange 5/13/26
May 1300:43:48Summary readyListen 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.
SummaryBubble Babble, Memory Mayhem, and a Spring Swing 5/12/26
May 1200:43:51Summary readyChip stocks, including Nvidia, Intel, Micron, Qualcomm and AMD, are sitting near record highs and fueling concerns of a 1999 repeat. One Korean policymaker’s suggestion of paying citizens an AI “dividend” throws the memory trade into temporary disarray. Plus, home prices post their strongest monthly gain in nearly two years. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
SummaryDotcom Do-Over?, Nadella Takes the Stand, and The Sleeper in Semis 5/11/26
May 1100:44:20Summary readyThe run-up in tech has Dan Niles remembering like it’s 1999, but he says the rally “has at least one more great year.” Microsoft’s Satya Nadella takes the stand in the Musk vs. Altman trial. Plus, the under-the-radar chip company UBS says is “the fastest grower” in the space. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
SummaryTwo Rate Hikes, Tensions Ahead of China Summit, and AI Economic Distortions 5/8/26
May 800:43:33Summary readyKPMG's Diane Swonk makes the case for two rate hikes this year. The Iran war could make for an acrimonious meeting between President Trump and China's Xi next week. Plus, the Wall Street Journal's Greg Ip writes AI is "distorting practically everything about the economy." Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
SummaryWhirlpool's Recession Warning, A Spending Split, and the Burger Battle 5/7/26
May 700:44:08Summary readyWhirlpool sinks on disappointing results, and management says the Iran war triggered a recession-level industry decline. New signs the K-shaped is widening. Plus, McDonald's stays afloat while Shake Shack stumbles. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
SummarySemiconductors Soar, Apple's AI Fumble, and Former FDIC Chair Bair 5/6/26
May 600:43:40Summary readyBernstein joins the AMD bandwagon after shares surge on earnings. Apple's R&D spend rises as it tries to catch up in the AI race. Plus, former FDIC chair Shiela Bair talks Warsh, banks, and new children's book, "How Not To Lose A Million Dollars." Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
SummaryRunning of the Bulls, In-Home Data Centers, and Citadel's Ken Griffin 5/5/26
May 500:46:58Summary readyWith the Nasdaq and the Russell at fresh highs, Carson Group's Ryan Detrick says there may still be several years left of the bull market. One company is teaming up with Nvidia to build mini data centers that can be attached to residential homes. Plus, an exclusive interview with Citadel founder and CEO Ken Griffin. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Summary