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The Exchange

by CNBC
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Not on the United States charts we track today.

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Latest episodes

  • Anatomy of Anthropic, Buys Outside of AI, and What’s Next for Warsh? 10/27/26

    October 27, 2026 · 44 min

    Venture capitalist Logan Bartlett breaks down the good, the bad, and the ugly in Anthropic’s IPO prospectus. Where to put money to work outside of the AI trade. Plus, ahead of the October Fed decision, Greg Ip argues that interest rates…

  • Anthropic’s Public IPO Filing, Big Tech on Deck, and Down the (AI)sle 10/26/26

    October 26, 2026 · 41 min

    The key numbers in Anthropic’s public IPO filing. The trade ahead of Microsoft’s, Amazon’s and Google’s results as the busiest week of earnings season kicks off. Plus, David’s Bridal’s big AI bet.  Hosted by Simplecast, an AdsWizz…

  • The Exchange 10/23/26

    October 23, 2026 · 44 min

    Listen to the day's top stories, the must reads & a whole lot more for today's modern investor.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

  • Capital Concerns Hammer the AI Trade 10/22/26

    October 22, 2026 · 44 min

    Tech stocks under pressure after Nvidia’s Jensen Huang warns that neocloud demand is ‘off the charts,’ but capital is scarce. Meta taking a step to address those concerns, planning to issue a new class of non-voting shares the company can…

  • SpaceX’s Tesla Tie-Up, Muse Momentum, and AI’s 1% 10/21/26

    October 21, 2026 · 44 min

    SpaceX pop on strong earnings and Elon Musk’s signaling about the possibility of a merger with Tesla, but one AI researcher is flagging a risk he calls an “unacceptable liability.” Meta shares down nearly 10% from its high following Muse’s…

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  • Cracks in the AI Trade, A Content Clash, and The Key Questions for SpaceX 10/20/26

    October 20, 2026 · 44 min

    One portfolio manager is playing defense with mega cap tech stocks as investors weigh potential red flags for the AI trade. Does Netflix have a content issue? Plus, ahead of earnings, the five factors Evercore says will drive the…

  • Bull Case for Coreweave, Putin Suggests Summit, and the Read on Retail 10/19/26

    October 19, 2026 · 44 min

    The positive case for Coreweave, despite its debt raising some red flags. Atlantic Council CEO Fred Kempe says it’s been the worst 10 days for U.S-Ukraine relations as reports circulate that Russia’s Putin has proposed a summit with…

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

    October 16, 2026 · 44 min

    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…

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

    October 15, 2026 · 44 min

    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…

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

    October 14, 2026 · 44 min

    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…

  • the Exchange 10/13/26

    October 13, 2026 · 44 min

    Listen to the day's top stories, the must reads & a whole lot more for today's modern investor. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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

    October 12, 2026 · 43 min

    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”…

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About the show

"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.