The Exchange
CNBC
"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.
Episodes
Mentioned books
Oct 23, 2025 • 44min
Oil Surges, Tesla Recoups and Meme Stocks are Back 10/23/25
Oil prices jump after the Trump administration puts sanctions on Russia. Tesla shares recover after sliding on earnings. Plus, what the options market indicates about the direction of the meme trade. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Oct 22, 2025 • 44min
Wells Fargo Heads South, Mitigating AI Bubble Risk and Timeshares are Hot 10/22/25
Wells Fargo CEO Charlie Scharf joins from the bank's new campus in Irving, Texas. Venture capitalist Bradley Tusk's solution for mitigating AI's funding issues. Plus, why Travel + Leisure says timeshares are being "rediscovered." Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Oct 21, 2025 • 44min
Media Mayhem, Earnings Expectations and Sportswear Surge 10/21/25
Warner Bros. Discovery is up for sale... we break down potential buyers and what it means for media. Earnings season continues as markets rally. Plus, how Dick's Sporting Goods is expanding their brick and mortar presence. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Oct 20, 2025 • 44min
Apple Climbs, AWS Outage and Rare Earths Refocus 10/20/25
Apple hits an all-time high. AWS network failures affect more than 8 million users. Plus, President Trump doesn't want to be dependent on China's rare earths...could Australia be the answer? Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Oct 16, 2025 • 44min
Data Center Deal, The Future of TikTok and AI in Healthcare 10/16/2025
The deal to develop one of the largest AI data centers in the U.S. The UAE sovereign wealth fund working to back a U.S.-TikTok deal. The AI train is moving to non-tech sectors like financials and health care. The latest news for Oracle. Plus, how the OBBB is impacting the economy. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Oct 15, 2025 • 41min
Trade War Tensions, Big Gains for Small Caps and Luxury Lift 10/15/25
Rhetoric ramps up in trade talks between the U.S. and China. The small cap names to buy now as the Russell 2000 hits an all-time high. Plus, LVMH has its best day in over 20 years. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Oct 14, 2025 • 41min
AI Bubble Concerns, Bank Earnings Begin and Crypto Sell-Off Continues 10/14/25
The Mag 7 remains under pressure as AI bubble concerns persist. Big bank earnings kick off. Plus, one crypto watcher says leverage is a "hell of a drug." Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Oct 13, 2025 • 43min
OpenAI’s Latest Deal, China Trade Tiff, and Why Tesla’s a “Must-Own” 10/13/25
OpenAI reinforces its AI moat with a Broadcom deal. What’s next in America’s trade war with China after Pres. Trump threatened new tariffs. Plus, Melius calls Tesla a “must-own” stock. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Oct 10, 2025 • 46min
Tariff Threats Hit Markets 10/10/25
Stocks, bonds, and the dollar slide as President Trump threatens "massive" tariff hikes on China. We break down the impact on tech, energy and whether you should buy the dip. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Oct 9, 2025 • 44min
The Odd Commodity Out, LULU Lags and Rare Earths Soar 10/9/25
Gold, silver and copper all hitting new highs, but one commodity has yet to participate in the rally. Lululemon's founder says the company is in a nosedive. Plus, could the government take a stake in another rare earths company? Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
