The Exchange

The Exchange

business

"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.

Skriv om ein episode RSS

Episoder

Iran Escalation Risk, Renewed Private Credit Concerns, and Pullback Opportunities 4/2/26

<p>The President’s Iran speech fails to soothe markets. Private credit jitters are back. Plus, where the market pullback is creating opportunities.</p><br/> <p>Hosted by Simplecast, an AdsWizz company. See <a href="https://pcm.adswizz.com">pcm.adswizz.com</a> …

Apr 02, 2026 · 43m
Transkriber
Nike's Nosedive, Tech's Turnaround, and Gold's Gains 4/1/26

<p>Nike shares get crushed on weaker-than-expected sales outlook amid revenue struggles in China. The Mag 7 rallying for a second day after a rough first quarter, but Benchmark is bullish …

Apr 01, 2026 · 44m
Transkriber
Crude Climb Continues, China's Price Spike Warning, and KKR's Major Deal 3/30/26

<p>WTI crude hits a three-week high after Trump threatens to "obliterate" Iran's energy sources. Chinese manufacturers warn to brace for price hikes due to disruption in the Strait of Hormuz. …

Mar 30, 2026 · 43m
Transkriber
Fed's Inflation Battle, the Alphabet Case, and the Memory Meltdown 3/27/26

<p>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 …

Mar 27, 2026 · 44m
Transkriber
U.S.-Iran Peace Talks, Memory Melt, and a Fed Hike? 3/26/26

<p>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, …

Mar 26, 2026 · 43m
Transkriber
Chevron's California Warning, AI-Powered Drones, and OpenAI Shutters Sora 3/25/26

<p>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 …

Mar 25, 2026 · 43m
Transkriber
Energy Ripples, Databricks Moves into Cybersecurity, and Anthropic vs. the Pentagon 3/24/26

<p>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 …

Mar 24, 2026 · 43m
Transkriber
Mixed Signals, the Rate Hike Case, and Airlines Navigate Oil 3/23/26

<p>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 …

Mar 23, 2026 · 44m
Transkriber
Crude Climb Continues, Spring Housing Season, and the Mag 7 Melt 3/20/26

<p>The energy complex keeps climbing as the Iran war enters its third week. Housing season officially kicks off, but rising mortgage rates could challenge the market. Plus, the Mag 7 …

Mar 20, 2026 · 43m
Transkriber
Middle East Escalation, Micron's Big Beat, and the Private Credit Exodus 3/19/26

<p>Oil prices spike after Iran strikes key energy infrastructure in Qatar, but is the end of the war on the horizon? Micron shares slide despite blowout earnings, but BofA is …

Mar 19, 2026 · 43m
Transkriber
The Fed's Next Move, The Iran Timeline, and Food Inflation? 3/18/26

<p>As fuel costs spike and inflation proves sticky, our panel dissects the delicate balance Jay Powell has to strike in today's Fed decision. Brookings' Michael O'Hanlon on why the killing …

Mar 18, 2026 · 38m
Transkriber
Private Credit Concerns, Crude's Climb, and Travel Chaos 3/17/26

<p>Orlando Bravo talks uncertainty in private equity, private credit, and software. How will the Fed navigate oil's surging prices as their two-day meeting kicks off? Plus, American Airlines CEO Robert …

Mar 17, 2026 · 43m
Transkriber
“No Need to Worry,” Consumer Hide & Seek, “Taming, Not Toppling” 3/13/26

<p>There’s “no need to worry” about the situation in the Strait of Hormuz according to Defense Secretary Pete Hegseth. Why RBC Capital Markets is playing hide and seek with consumer …

Mar 13, 2026 · 42m
Transkriber
Ripple Effects of the Iran War 3/12/26

<p>Oil flowing through the Straight of Hormuz is the “only thing that matters in the world,” according to BCA Research. A former NSA and Marine Corps. hacker warns Iran is …

Mar 12, 2026 · 43m
Transkriber
Oil Cycle Continues, Inflation Conundrum, and Oracle's Comeback 3/11/26

<p>The IEA announced plans to release a record 400 million barrels of oil to help ease the Iran supply disruption, but does that leave some parts of the energy complex …

Mar 11, 2026 · 43m
Transkriber
Oil's Whipsaw Ride, Oracle's Data Center Dilemma, and is Defense the New AI? 3/10/26

<p>Oil prices post their biggest daily loss since March 2022 after hitting above $119 just two nights prior. Will Oracle's data centers be able to accommodate Nvidia's next-gen chip? Plus, …

Mar 10, 2026 · 49m
Transkriber
Overnight Oil Spike, Jet Fuel Soars, and Momentum in Tech 3/9/26

<p>Oil prices hit their highest peak since June 2022 before falling back below $100/barrel. Airline stocks take a dip as jet fuel costs surge amid the Iran war. Plus, software …

Mar 09, 2026 · 43m
Transkriber
Oil Rally Strengthens, Labor Market Weakens, and Oracle's Opportunity 3/6/26

<p>Crude oil breaks above $90 a barrel for the first time since 2023. The economy lost 92,000 jobs, but rising oil prices leaves the Fed's next moves up in the …

Mar 06, 2026 · 46m
Transkriber
China's Big Growth Concerns, Labor's Big Divergence, and Software's Big Bounce 3/5/26

<p>China sets its lowest economic growth target since the 1991, but AIE's Derek Scissors says it's actually on the "high end of reality." The hiring bifurcation between blue- and white-collar …

Mar 05, 2026 · 42m
Transkriber
Mag 7 Magnificent Again?, Software's AI Agent Takeover and South Korean Stocks Slip 3/4/26

<p>The Mag 7 underperforming recently, but Rosenblatt Securities sees better days ahead. Box CEO Aaron Levie says AI agents will be the biggest users of software in the future. Plus, …

Mar 04, 2026 · 43m
Transkriber
Iran Conflict Continues, Energy Erupts, and a Market Sell-Off 3/3/26

<p>President Trump says Israel did not force his hand to enter the Iran conflict, now in its fourth day. Oil and natural gas prices surge as the Strait of Hormuz …

Mar 03, 2026 · 43m
Transkriber
The Iran Conflict, Energy Spikes, and One-on-One with Jamie Dimon 3/2/26

<p>The Iran conflict enters its third day, and President Trump leaves the door open for American boots on the ground. Natural gas prices soar after the worlds largest producer, Qatar …

Mar 02, 2026 · 49m
Transkriber
Private Credit Concerns, OpenAI's Record Round, and Paramount Wins Warner Bros. 2/27/26

<p>Problems are piling up on private equity and credit lenders, and it's spreading to the banks. OpenAI closed a $110 billion fundraising round, rocketing the company's valuation to $730 billion. …

Feb 27, 2026 · 43m
Transkriber
Next for Nvidia, "AI-washing," and a Software Bounce? 2/26/26

<p>Nvidia is on pace for its worst day since last April, but Deepwater Asset Management is staying bullish. More than 50,000 layoffs were tied to AI in 2025, but are …

Feb 26, 2026 · 41m
Transkriber