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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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  • 63 episodes
  • daily
  • Avg 43 min
  • English

Episodes 63

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  • July 23 · 44 min

    Tech Trashed and Rising Risks 7/23/26

    Tech under pressure as oil prices climb and yields touch multi-year highs, on top of Alphabet hiking capex for the second quarter in a row, adding to AI spending concerns. And there could be more pain ahead, at least in the short-term, according to BTIG’s Jonathan Krinsky. Plus, one company’s pivot to pets.

  • July 22 · 44 min

    John Paulson Stays Gold, Alphabet After the Bell, and the Hugging Face Hack 7/22/26

    In his first CNBC appearance in nearly two years, billionaire John Paulson, alongside NovaGold Chairman Thomas Kaplan, reveals why he’s staying focused on gold. Capex the main focus of Alphabet’s Q2 earnings, and one analyst expects it to top $300B in 2027. Plus, “I can’t believe we’re living in this right now. It’s insane,” says a former Marine Corps hacker about OpenAI’s Hugging Face breach.

  • July 21 · 44 min

    No TAM Troubles, The Debt Debate, and a Defense Deficit 7/21/26

    Bank of America reminds investors that “open source” AI models don’t mean “free,” and that concerns about memory stocks are overblown. With $77 billion in AI related-debt raised in June, should investors prepare for another credit boom/bust cycle? Plus, the Pentagon asks for $67 billion in immediate funding as the war in Iran drains coffers.

Showing 61–63 of 63 episodes