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
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Risks to the Rally, Scoring Berkshire's Abel, and Wyndham's Win 5/4/26
May 400:43:26Summary readyStrong earnings pushing stocks to record highs despite high oil prices, can the rally keep running? Scoring Greg Abel's first time at the helm of Berkshire's Annual Meeting. Plus, the case for Wyndham Hotels & Resorts as a stealth AI beneficiary. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
SummaryMemory’s Moat, Tech’s Role in Recent Highs, and Shrugging Of $100 Oil 5/1/26
May 100:44:12Summary readyWestern Digital CEO Irving Tan on the global memory supply crunch and “a lot more opportunity” to expand pricing. Tech has been the key driver of the market’s huge April rally. Is it needed to make new highs from here? Plus, three scenarios on why high oil prices have not had a bigger impact on markets. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
SummaryApple's AI Problem, "Save the Shire," and Caterpillar Crushes 4/30/26
Apr 3000:43:33Summary readyThe iPhone is booming, but can Apple fix its AI problem? Oppenheimer's "one AI to rule them all." Plus, how AI could touch off a new cycle for an old industrial. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
SummaryFed Decision, Memory Momentum, and Mag 7 on Deck 4/29/26
Apr 2900:39:19Summary readyAs Jay Powell's time as Fed Chair comes to an end, our experts discuss whether he should stay on as a governor and what successor Kevin Warsh's first moves will be. Memory stocks surge after Seagate's blowout results. Plus, Alphabet and Microsoft hit all-time highs ahead of their after-the-bell reports. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
SummaryOpenAI's Viability, UAE to Exit OPEC, and Climbing Consumer Costs 4/28/26
Apr 2800:43:52Summary readyRenewed concerns over OpenAI's massive spending following a Wall Street Journal report, but journalist and author Sebastian Mallaby raised that issue back in January. He lays out the four problems he sees facing the company. OPEC set to lose one of its members after nearly 60 years. Plus, with gas prices hitting 2022 levels, a look at where else costs could climb as the Iran war continues. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
SummaryBig Tech on Deck, Musk vs. OpenAI, and Cardiac Drug Breakthroughs 4/27/26
Apr 2700:44:12Summary readyWith five of the Mag 7 reporting this week, we discuss whether investors should temper their capex expectations. The trial between Elon Musk and Sam Altman kicks off. Plus, the potential next frontier in preventing heart attacks. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
SummaryDOJ Drops Powell Probe, Big Tech on Deck, and Intel's Gain, AMD's...Gain? 4/24/26
Apr 2400:43:51Summary readyThe Department of Justice is dropping its criminal probe of Fed Chair Jerome Powell, leaving the door open for a Kevin Warsh confirmation. Jeff Kilburg breaks down how to trade the Mag 7 ahead of earnings next week. Plus, D.A. Davidson upgrades AMD after Intel's blowout results. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
SummaryDebunking Oil Myths, the New Gamestop?, and Saving Spirit 4/23/26
Apr 2300:44:05Summary readyThe IEA chief warned the world is facing the biggest energy crisis in history, so why aren't oil prices spiking? The meme stock that tanked nearly 50% after soaring 700% in one month. Plus, why Barclays says the Trump administration's potential $500 million bailout plan for Spirit Airlines could be a "moral hazard." Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
SummaryTech Still Cheap, SpaceX's $60B Deal, and Google's Enterprise Fight 4/22/26
Apr 2200:43:50Tap to summarizeTech stocks surging in April, but Barclays says the sector still looks historically cheap. SpaceX strikes a deal for the right to buy AI startup Cursor. Plus, Google unveils new in-house chips and AI tools amid growing competition for corporate customers. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Transcribe →Apple's Turnover, Warsh Gets Grilled, and Airline Indigestion 4/21/26
Apr 2100:44:12Tap to summarizeThe c-suite view on Apple's CEO change. What Fed Chair nominee Kevin Warsh said, and didn't say, in his confirmation hearing. Plus, Alaska Air suspends guidance amid surging jet fuel prices. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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