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49 episodes
The Exchange
by CNBC · English
"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.
Latest episodes
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NVIDIA Succession Crisis, Anthropic IPO and AI Chip Scrutiny 11/13/26
The episode covers NVIDIA’s “succession crisis” after Jensen Huang’s resignation, congressional scrutiny over potential China-related chip export violations, and how that uncertainty is rippling…
13 Nov 2026 · 44m · 19 chaptersNVIDIA CEO Exit, China Scrutiny and the AI Chip Stock Fallout
The episode covers NVIDIA CEO Jensen Huang’s sudden resignation amid reports of a second alleged affair involving Huang and a direct report, and the resulting AI chip stock fallout.
12 Nov 2026 · 42m · 19 chaptersAI Data Center Risks, Fed Rate Hikes & Energy Plays
AI trade volatility driven by AI data center capacity/power constraints and shifting Fed rate expectations; plus NVIDIA scandal fallout and related market/IPO speculation; ends with energy stock…
11 Nov 2026 · 40m · 16 chaptersNvidia Selloff, Fed Hike Odds and AI IPOs Rattle Markets
The episode covers a market selloff driven by rising Fed hike odds after hot CPI and Fed Governor Christopher Waller’s warning that 25 bps may be insufficient, plus Nvidia’s sharp drop amid an…
10 Nov 2026 · 44m · 23 chaptersNVIDIA Spy Probe, AI Risks and Market Rally
The episode covers two intertwined stories: a market rally and a major “spy probe” involving NVIDIA.
9 Nov 2026 · 47m · 16 chaptersMary Daly on Rate Hikes, AI Sell-Off and Jobs Friday 11/6/26
Fed and labor-market outlook after a strong Jobs Friday; how AI-driven tech sell-offs affect inflation/rates; and whether the U.S.
6 Nov 2026 · 44m · 20 chaptersAI Stock Sell-Off: Tech Rout, Data Centers and Market Volatility
A broad market sell-off after an election-driven sentiment shift, with heavy losses in AI/tech and semiconductors, rising volatility, falling Treasury yields, and concerns that anti-AI sentiment…
5 Nov 2026 · 44m · 22 chaptersMidterm Market Rally, AI Data Center Risks and Iran War Fallout 11/4/26
Post–U.S. midterm market rally tied to Democrats’ “blue wave,” plus implications for Iran-war escalation risk, AI/data center spending, bond yields, gold/dollar, China market sentiment, and housing…
4 Nov 2026 · 47m · 20 chaptersOil Slides, AI Stocks Rally, Midterm Stakes and Market Rotation 11/3/26
The episode of CNBC’s “The Exchange” (11/3/26) covers market rotation and election risk: oil slides while AI stocks rally, with midterm results likely to drive sector moves.
3 Nov 2026 · 44m · 17 chaptersAI Sell-Off, Data Centers and Midterm Market Risks 11/2/26
The Exchange episode “AI Sell-Off, Data Centers and Midterm Market Risks (11/2/26)” covers a broad market pullback tied to AI infrastructure spending and financing fears, plus political catalysts for…
2 Nov 2026 · 44m · 19 chaptersFed Rate Debate and AI Sell-Off at the Shadow Fed Conference 10/30/26
The episode is a live broadcast from CNBC at the “Shadow Fed Conference” in Midtown Manhattan, reacting to a tech sell-off and debating Fed policy.
30 Oct 2026 · 47m · 23 chaptersAlphabet’s AI Search Selloff, Market Risk Signals and Power Demand 10/29/26
Markets and AI trade jitters after Alphabet’s AI-search shift hurts monetization; broader risk signals across tech; power-demand and data-center buildout; plus earnings/stock movers and policy/trivia…
29 Oct 2026 · 43m · 14 chaptersFed Decision Watch: Inflation, AI Earnings, Oil and Election Risks 10/28/26
Live two-hour coverage ahead of the Fed rate decision (expected hold), debating hawkish guidance amid hotter-than-expected inflation, AI-driven earnings (Alphabet/Microsoft), oil/Iran…
28 Oct 2026 · 43m · 17 chaptersAnatomy of Anthropic, Buys Outside of AI, and What’s Next for Warsh? 10/27/26
The episode covers AI stock momentum after Anthropic’s IPO filing, investor views on Anthropic vs.
27 Oct 2026 · 44m · 20 chaptersAnthropic’s Public IPO Filing, Big Tech on Deck, and Down the (AI)sle 10/26/26
The Exchange episode centers on Anthropic’s S-1 IPO filing and how it’s reshaping AI-stock sentiment, plus broader Big Tech capex and AI infrastructure spending.
26 Oct 2026 · 41m · 21 chaptersThe Exchange 10/23/26
The Exchange covers market moves tied to the “AI trade” and rates (oil above $100 WTI, 10-year yield near/above 5%, Nasdaq resilience via cybersecurity), then shifts to company-specific AI…
23 Oct 2026 · 44m · 21 chaptersCapital Concerns Hammer the AI Trade 10/22/26
Tech stocks slide as investors worry about AI “capital” and financing for data-center buildouts; debate over which AI infrastructure names are viable.
22 Oct 2026 · 44m · 25 chaptersSpaceX’s Tesla Tie-Up, Muse Momentum, and AI’s 1% 10/21/26
Markets and AI investing outlook, anchored by SpaceX’s strong Q3 results and concerns about Starlink reliability; Meta’s upcoming earnings tied to its AI app “Meta Muse”; and new Ramp data showing AI…
21 Oct 2026 · 44m · 24 chaptersCracks in the AI Trade, A Content Clash, and The Key Questions for SpaceX 10/20/26
The Exchange discusses the “AI trade” and whether it’s overheating, focusing on GPU supply/inventory concerns, AI infrastructure bottlenecks (especially power), and what to watch in earnings and…
20 Oct 2026 · 44m · 20 chaptersBull Case for Coreweave, Putin Suggests Summit, and the Read on Retail 10/19/26
The Exchange covers (1) AI stocks and the market cycle, (2) CoreWeave’s rebound and valuation debate, (3) a reported Putin-Trump-Xi summit proposal over Ukraine, (4) 24-hour options trading expansion…
19 Oct 2026 · 44m · 22 chaptersFlying Cars, Deep Value in Korea, and Tech on Deck 10/16/26
The Exchange episode covers three main threads: (1) AI-driven market volatility and “deep value” investing, (2) Korea’s stock-market selloff beyond semiconductors, and (3) political/legal and…
16 Oct 2026 · 44m · 20 chaptersRisk off, Rate Reprieve and a new OpenAI Lawsuit 10/15/26
Markets “risk off” as AI infrastructure stocks sell off, but bond yields fall (10-year Treasury down ~30 bps), easing mortgage rates; debate over whether AI or inflation/economy drives rates; Apple…
15 Oct 2026 · 44m · 21 chaptersGoldman Sachs CEO, The Debt Dilemma, and Open A-Spy? 10/14/26
Market reaction to hot CPI and rising Treasury yields; Goldman CEO David Solomon on bank durability, AI financing/capital constraints, IPO timing, and AI safety/governance; investor discussion of AI…
14 Oct 2026 · 44m · 23 chaptersthe Exchange 10/13/26
The Exchange 10/13/26 covers markets and earnings, housing and mortgage rates, media/streaming strategy, and Apple’s connected-home push.
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