The Exchange

CNBC
The Exchange
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1677 episodios

  • The Exchange

    Fed's Inflation Battle, the Alphabet Case, and the Memory Meltdown 3/27/26

    27/03/2026 | 44 min
    Mounting inflation concerns could put Trump's pick for Fed Chair in a bind.  The company Wells Fargo says is the "best-positioned" name in the AI race. Plus, a rough week for memory stocks but will the dip be short-lived?

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  • The Exchange

    U.S.-Iran Peace Talks, Memory Melt, and a Fed Hike? 3/26/26

    26/03/2026 | 43 min
    Trump says negotiations have started, Iran denies that talks are taking place, but which one do markets believe? Memory stocks are under pressure after Google unveiled its new AI model, but Morgan Stanley sees underlying resilience in the space. Plus, a Fed hike is back on the table.

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  • The Exchange

    Chevron's California Warning, AI-Powered Drones, and OpenAI Shutters Sora 3/25/26

    25/03/2026 | 43 min
    Chevron says California risks a fuel crisis unless the Iran war ends. Ondas CEO Eric Brock talks autonomous drone usage in the ongoing conflict. Plus, OpenAI announces plans to shut down its popular AI video app just six months after its launch.

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  • The Exchange

    Energy Ripples, Databricks Moves into Cybersecurity, and Anthropic vs. the Pentagon 3/24/26

    24/03/2026 | 43 min
    Carlyle's Jeff Currie says even if the Iran war stops now, surging oil prices will impact the economy for months. Databricks CEO Ali Ghodsi on his new cybersecurity product and AI disruption within the space. Plus, Anthropic and the Department of Defense head to court.

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  • The Exchange

    Mixed Signals, the Rate Hike Case, and Airlines Navigate Oil 3/23/26

    23/03/2026 | 44 min
    President Trump postponed strikes on Iranian power plants after saying negotiations were underway, but Iranian state media refuted those claims, triggering wild swings across asset classes. Markets now expect the Fed to hold rates steady, but HFE's Carl Weinberg makes the case for a hike. Plus, the airline bracing for oil prices to top $100 through 2027.

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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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