The Exchange

CNBC
The Exchange
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1701 episodios

  • The Exchange

    Running of the Bulls, In-Home Data Centers, and Citadel's Ken Griffin 5/5/26

    05/05/2026 | 46 min
    With 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.

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  • The Exchange

    Risks to the Rally, Scoring Berkshire's Abel, and Wyndham's Win 5/4/26

    04/05/2026 | 43 min
    Strong 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.

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  • The Exchange

    Memory’s Moat, Tech’s Role in Recent Highs, and Shrugging Of $100 Oil 5/1/26

    01/05/2026 | 44 min
    Western 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.

     

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  • The Exchange

    Apple's AI Problem, "Save the Shire," and Caterpillar Crushes 4/30/26

    30/04/2026 | 43 min
    The 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.

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  • The Exchange

    Fed Decision, Memory Momentum, and Mag 7 on Deck 4/29/26

    29/04/2026 | 39 min
    As 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.

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"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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