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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The Exchange 4/20/26
Apr 2000:43:54Tap to summarizeListen 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.
Transcribe →Markets Rally, Airlines Soar, and Oracle Bounces Back 4/17/26
Apr 1700:47:54Tap to summarizeThe S&P and Nasdaq hit new all-time highs and oil prices drop on optimistic Iran war headlines. Airline stocks surge as crude slips, and that could set the stage for consolidation, according to a former United CEO. Plus, Oracle shares post their best week since 1999. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Transcribe →Markets' Seismic Shifts, SanDisk's Surge, and 2026's Biggest IPO 4/16/26
Apr 1600:43:30Tap to summarizeThe two "seismic shifts" underway our strategist says will have profound implications for markets as the Nasdaq and S&P hit fresh record highs. Evercore's bullish case for SanDisk. Plus, the CEO of Madison Air on the heels of the biggest U.S. industrial IPO since 1999. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Transcribe →Meta's AI Ambitions, JPMorgan's Airline Warning, and the "Ultimate Contrarian Trade" 4/15/26
Apr 1500:43:49Tap to summarizeMeta is doubling down on custom AI chips, expanding its partnership with Broadcom. Delta kicked off airline earnings with a strong Q1 beat, but JPMorgan's Jamie Baker is reducing his 2026 earnings estimates on higher fuel prices. Plus, one technician's "ultimate contrarian trade." Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Transcribe →Software Earnings Set-Up, Big Banks' Big Issues, and Iran Peace Talks Latest 4/14/26
Apr 1400:44:01Summary readyThe software names with the most potential for margin upside this earnings season, according to DA Davidson. A mixed bag for bank earnings, and G Squared's Victoria Greene warns that could be a "canary in the coal mine" for the economy. Plus, Israel and Lebanon meet in Washington, while a second round of peace talks between the U.S. and Iran are reportedly in the works. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
SummaryU.S. Blockade, China's Role in Iran, and Bank Earnings Underway 4/13/26
Apr 1300:44:00Summary readyOil prices spike as the blockade of Iranian ports begins. As Trump threatens 50% tariffs on China for a reported arms sale to Iran, The Council on Foreign Relations' Charles Kupchan says the Chinese are enjoying every minute of the conflict as it distracts the U.S. and fractures its relationship with NATO. Plus, Goldman Sachs kicks off bank earnings. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
SummaryWashington's AI Warning, Sentiment Slump, and The "Least Ceasefire Ceasefire" 4/10/26
Apr 1000:43:59Summary readyWashington's warning to banks about Anhropic's new Mythos model. Inflation hits a near two-year high, while consumer sentiment touches a record low. Plus, energy analyst Denton Cinquegrana tells us when energy prizes should normalize if, what he calls, the "least ceasefire ceasefire in the history of ceasefires" holds up. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
SummaryCeasefire Under Pressure, The Fed's Next Move, and Tokenmaxxing 4/9/26
Apr 900:43:48Summary readyFormer White House energy advisor Bob McNally sees an 85% chance the Iran ceasefire doesn't hold. The Fed's preferred inflation gauge climbed in February, even before oil's spike, does that lock in a rate hike this year? Plus, the internal practice at some big tech firms that could undermine the AI trade. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
SummaryOil Slips, Stocks Rally & a Rate Cut is back in Play 4/8/26
Apr 800:44:10Summary readyStocks rally as the U.S.-Iran ceasefire sends oil prices tumbling, but is the rally real? Plus, a fed rate cut is back on the table. We debate whether it should be. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
SummaryIran Deadline Looms, Under-Priced Oil Risk, and Opportunities in Semis 4/7/26
Apr 700:43:43Summary readyEquities under pressure after President Trump ramped up threats against Iran ahead of his Strait of Hormuz deadline. Crude hits $116 a barrel, but S&P Global's Dan Yergin says the oil market is under-pricing risk. Plus, we go stock picking in the semis sector. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Summary