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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.

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  • 62 episodes
  • daily
  • Avg 43 min
  • English

Episodes 62

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  • Yesterday · 43 min

    Flying Cars, Deep Value in Korea, and Tech on Deck 10/16/26

    Tesla debuts its long-awaited Roadster; it flies, it drives upside down—but is it commercially viable? Memory stocks capture much of the attention when it comes to investing in Korea, but Verdad’s Dan Rasmussen is finding bargains beyond the chips. Plus, the trades on Netflix, Meta, and SpaceX ahead of next week’s results.

  • Thursday · 43 min

    Risk off, Rate Reprieve and a new OpenAI Lawsuit 10/15/26

    The AI trade is getting shellacked with a surprisingly positive twist; it’s lowering bond yields. We look at what that tells us about inflation, the economy, and the future of rate hikes. Plus, Nebraska AG Mike Hilgers on the decision to sue OpenAI.

  • Wednesday · 43 min

    Goldman Sachs CEO, The Debt Dilemma, and Open A-Spy? 10/14/26

    An extended interview with Goldman Sachs CEO David Solomon on the heels of the bank’s results. Brookings’ Robin Brooks would be long gold and short the dollar, saying debt is going to be an issue for the medium-term. Plus, the wild tale behind the arrest of a former OpenAI employee.

  • Tuesday · 43 min

    the Exchange 10/13/26

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

  • Monday · 43 min

    The Bull Market Turns Four, Energy Headwinds, and Isaacson on AI Safety 10/12/26

    On the fourth anniversary of the bull market, Bespoke’s Paul Hickey digs into the historical data for what comes next. Oil prices back on the rise after Houthis attack Saudi Arabia and President Trump tries to broker an “energy ceasefire” between Russia and Ukraine. Plus, Walter Isaacson on what AI regulation should look like.

  • October 8 · 46 min

    Oil Spike, The Technical Take, and Oppormunities 10/8/26

    Oil prices higher, despite President Trump asserting the U.S. will not attack Iran again before the midterms. Technician Katie Stockton sees new highs ahead for Nvidia. Plus, the tax-free bonds to buy as Treasurys sit near multi-decade-highs.

  • October 7 · 44 min

    Bond Bull, Un-Freezing Housing, and Under-the-Radar AI Names 10/7/26

    The Vice Chairman of Ariel Investments says investors are being adequately paid to hold bonds for the first time in seven years. Can policymakers fix the frozen housing market? Plus, two AI-related names to buy outside the tech sector, as the Nasdaq retreats from record highs.

  • October 6 · 43 min

    Stocks at Record Highs, The Bullish Case for Bonds, and NYC’s AI Safety Push 10/6/26

    What’s in store for the fourth quarter as the S&P and Nasdaq both hit record highs. Parametric’s Nisha Patel makes the case for adding duration risk, despite volatile rates. Plus, the NYC Council Speaker says senior leadership from the likes of OpenAI and Meta were unable to answer the most basic questions posed to them at a recent AI hearing.

  • October 1 · 44 min

    Under-the-Rader AI Plays, Housing Shift, and Sneaker Softness 10/1/26

    Three beaten-down small cap AI names that are ripe for the picking, according to Federated Hermes’ Stephen Denichilo. Is real estate about to become a buyers’ market? Plus, ahead of earnings, Needham says Nike’s path of least resistance is likely the downside.

  • September 30 · 21 min

    Inside Man: How Chinese Spies Used Lies, Romance and Betrayal to Target the Federal Reserve

    One week after a friendly summit between Chinese President Xi Jinping and U.S. President Donald Trump, CNBC details an aggressive plot by China to infiltrate one of the United States’ most important institutions: the Federal Reserve. This explosive documentary delves into the incredible saga of a Chinese spy's effort to obtain secrets from the inner confines of the US top bank. It's a tale of sex, money, deceit and betrayal that put some of the country’s vital economic and financial secrets at r

  • September 25 · 43 min

    Rate Hike Regret, Iran Negotiations, and Mortgage Mayhem 9/25/26

    The so-called “Bond King of Texas” says the Fed made a mistake hiking rates. Stocks pop and oil prices sink on reports U.S.-Iran talks have entered the technical stage, but Helima Croft, who served as a commodities analyst at CIA, says seemingly nothing has truly shifted in negotiations. Plus, are mortgage rates above 7% the new normal?

  • September 24 · 43 min

    Navigating Rising Rates and the Trump-Xi Summit 9/24/26

    Long-term yields above 5% present a good deal of “shock value” to the markets, but are likely over-rated as a driver of the economy, according to CIO Group’s Steven Wieting. Utilities under pressure amid those rising rates, and trader Jeff Kilburg is going bargain hunting. Plus, AEI’s Derek Scissors says the pageantry around Chinese President Xi’s first state visit in 11 years is setting the stage for a political clash between President Trump and other members of the GOP.

  • September 23 · 44 min

    Yields Jump, A High-Stakes Visit, and Lefrak’s Real Estate Warning 9/23/26

    Yields, and rate hike expectations, climb on strong manufacturing data. With President Trump pushing back on creating a global entity for AI oversight, will a visit from Chinese president Xi Jinping’s be more show than substance? Plus, legendary real estate developer Richard LeFrak’s warning amid higher rates.

Showing 1–20 of 62 episodes