The Exchange podcast

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.

"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.

 

#1608

AI Pullback, Homebuilder Hope & the Next Big IPO 12/12/25

Broadcom, Oracle and Intel shares all lower this week as AI bubble fears continue. Homebui... more

Yesterday

43 MINS

43:47

Yesterday


#1607

OpenAI Announcements, Crypto Under Pressure & Rivian's New Chip 12/11/25

OpenAI announces a new ChatGPT model and gets a $1 billion investment with Disney. Bitcoin... more

11 Dec 2025

43 MINS

43:27

11 Dec 2025


#1606

Final Fed Decision of the Year 12/10/25

The Federal Reserve is expected to deliver its third straight interest rate cut in its las... more

10 Dec 2025

42 MINS

42:41

10 Dec 2025


#1605

DeepSeek Redux?, Weighing down Netflix & Rate Cut Buys 12/9/25

Why Netflix buying Warner Brothers Discovery is a bad idea, why we could be in for another... more

09 Dec 2025

43 MINS

43:53

09 Dec 2025


#1604

Paramount's Hostile Bid, Berkshire's Shakeup & Delistings Soar 12/8/25

Paramount launches an all-cash offer for Warner Bros. Discovery just days after losing to ... more

08 Dec 2025

42 MINS

42:52

08 Dec 2025


#1603

Meta's Metaverse Cuts, Jobs Check-In & Homebuilder Hesitancy 12/4/25

Meta slashes its metaverse budget after its Reality Labs unit loses $70B in four years. Jo... more

04 Dec 2025

44 MINS

44:07

04 Dec 2025


#1602

AI vs. Rates, Rufus Rules & No Bottom for Bitcoin 12/3/25

Fresh AI concerns getting trumped by weak jobs data fueling rate cut hopes. Two top stock ... more

03 Dec 2025

49 MINS

49:02

03 Dec 2025


#1601

A 'Code Red', A Bitcoin Bounce & A Food Fight 12/2/25

OpenAI’s Sam Altman issues a ‘Code Red’ as Google threatens the company’s lead. Bitcoin bo... more

02 Dec 2025

43 MINS

43:49

02 Dec 2025


#1600

Bigger than AI, Crypto Collapse, and Cyber Monday’s Clues 12/1/25

Kelly Evans is back in the anchor chair, and while investors are clamoring about the AI tr... more

01 Dec 2025

43 MINS

43:52

01 Dec 2025


#1599

Big Gains for Small Caps, Health of Housing & Holid-AI Shopping 11/26/25

The small-cap names to watch as the Russell 2000 outperforms the major averages during the... more

26 Nov 2025

43 MINS

43:33

26 Nov 2025


#1598

AI's Big Shift, Crushed Confidence & Retail's Best Buy 11/25/25

AI laggard Alphabet rapidly moving to the front of the pack, on track to hit a $4T market ... more

25 Nov 2025

49 MINS

49:45

25 Nov 2025


#1597

Novo Nosedives, New AI Darlings & Buy the Former High-Flyers? 11/24/25

Novo Nordisk hits a 4-year low, just days after rival Eli Lilly hits a $1T market cap mile... more

24 Nov 2025

43 MINS

43:44

24 Nov 2025


#1596

Markets Rebound, Bitcoin Breaks Down & Google's Gains 11/21/25

Stocks surge after the odds of a December rate cut climb. Bitcoin on pace for its worst we... more

21 Nov 2025

43 MINS

43:47

21 Nov 2025


#1595

Wall Street's Double Whammy 11/20/25

The Nvidia-fueled rally fizzles, and so do hopes that the Fed will cut rates next month. W... more

20 Nov 2025

43 MINS

43:53

20 Nov 2025


#1594

Nvidia on Deck, Muddy Waters' New Long Position & Read on Retail 11/19/25

We break down the Nvidia numbers to watch after the bell with VC Lo Toney, and the only an... more

19 Nov 2025

42 MINS

42:55

19 Nov 2025


#1593

Scaling Back on AI, Crypto Cools & 3 Names to Buy 11/18/25

The Street starting to split on hyperscalers with Rothschild & Co Redburn downgrading Micr... more

18 Nov 2025

43 MINS

43:45

18 Nov 2025


#1592

Tracking Nvidia Trades, Retail Wreckage, and AI Super PAC Spending 11/17/25

Options flashing a bullish, but cautious, signal ahead of Nvidia earnings. Bernstein sees ... more

17 Nov 2025

43 MINS

43:51

17 Nov 2025


#1591

A Divided Fed, Bitcoin’s Breakdown & AI Anxiety 11/14/25

A December rate cut is looking less likely, but does the market need it for support?Plus, ... more

14 Nov 2025

43 MINS

43:52

14 Nov 2025


#1590

Stocks Sink, Disney Disappoints & 'Lacing Up for Liftoff' 11/13/25

Stocks sharply lower as the tech sell-off persists, but one strategist says it's too early... more

13 Nov 2025

43 MINS

43:50

13 Nov 2025


#1589

Pricey Apparel, Mortgage Momentum & Banks Boom 11/12/25

Apparel prices in October were 3% higher than last year, and one analyst says that may onl... more

12 Nov 2025

43 MINS

43:28

12 Nov 2025


#1588

Shutdown Wind-Down, Big Gains for Small Names? & a Top Tech Pick 11/11/25

The shutdown may be coming to and end, but its impact will last a while longer. We look at... more

11 Nov 2025

43 MINS

43:55

11 Nov 2025


#1587

Senate's Shutdown Deal, a "Rare" Vote of Confidence, and 50-Year Mortgages 11/10/25

The government could reopen as soon as this week, according to one policy strategist. Deut... more

10 Nov 2025

43 MINS

43:25

10 Nov 2025


#1586

OpenAI’s PR Debacle, Flight Disruptions & Home Improvement Headwinds 11/7/25

OpenAI executives are walking back comments that the government should serve as a backstop... more

07 Nov 2025

43 MINS

43:57

07 Nov 2025


#1585

Layoffs Soar, Musk's $1T Pay Package & Retail Tariff Reversal? 11/6/25

October layoffs just hit a 20-year high. We look at what drove the cuts, and whether more ... more

06 Nov 2025

46 MINS

46:03

06 Nov 2025


#1584

Record Shutdown, Fast-Casual Falters & Barry Sternlicht’s Warning for New York City 11/5/25

The government shutdown is now the longest on record, and it could have an impact on Q4 GD... more

05 Nov 2025

43 MINS

43:19

05 Nov 2025


#1583

Freight Fright, Consumer Names Report and Uber's Slide 11/4/25

The freight industry is giving off Great Financial Crisis vibes, according to one CEO.  Th... more

04 Nov 2025

43 MINS

43:56

04 Nov 2025


#1582

Introducing: CNBC Changemakers and Power Players

The CNBC Changemakers and Power Players podcast delivers candid, in-depth conversations wi... more

04 Nov 2025

06 MINS

06:23

04 Nov 2025


#1581

Kimberly-Clark to Buy Kenvue, Tech Deal Frenzy and Palantir's Potential 11/3/25

Kimberly-Clark agrees to buys Tylenol-maker Kenvue for more than $40B.  Amazon teams up wi... more

03 Nov 2025

43 MINS

43:58

03 Nov 2025