The Exchange

Stocks under pressure after President Trump rejiggers ‘reciprocal’ tariffs on a slew of countries, including a near-immediate 35% tariff on Canada, and July’s jobs report comes in light. We dig into the data and how to position as uncertainty ramps back up.    Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising...

Design software maker Figma is making its public debut on the NYSE, valued at about $50 billion. We speak with the market maker behind the opening and bring you the first trade. And as tech earnings power the S&P and Nasdaq to new record highs, we look ahead to the next big tech reports, including Apple and Amazon out after the bell on Thursday. Hosted by Simplecast, an AdsWizz company. See pcm.ad...

The Federal Reserve the most divided its been in more than 30 years, with two governors expected to dissent in today’s decision amid President Trump’s repeated calls for Chair Powell to lower rates. Palo Alto poised to buy Cyberark. Plus, Meta’s push to create a new category of AI-powered personal assistants.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our...

Four of the Mag 7 names report this week and we’ve got a pair trade ahead of earnings. Tesla signs a $16.5B chip deal with Samsung.  Plus, why health care stocks could stay under pressure for longer.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

On the heels of President Trump’s tour of the Federal Reserve yesterday, the FOMC prepares to gather for their rate decision next week. Our market guest says the conditions are right for a cut, but the committee runs the risk of looking like they’re succumbing to pressure from the President. Plus, a number of companies plunging after weak results this week. Our trader looks at the names to hold an...

Tractor Supply stores see 10 times more visitors per year than Disney World, Alaska Air’s recent IT outage will shave 10 cents off third quarter earnings, and bad weather, combined with a slowdown in international visitors, has the owner of the Empire State Building lowering guidance.   Plus, what President Trump’s tour of the Federal Reserve could mean for Chair Powell’s future.     Hosted by Sim...

Should the Buffett premium in Berkshire be there anymore? One long-time shareholder says no, while UBS’ senior insurance analyst says it was never there to begin with. High prices and elevated rats weighing on housing, but the builders are a buy. Plus, the trade on Chipotle, Alphabet, and IBM ahead of their after the bell reports.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for...

NEC Director Larry Lindsey weighs in on Treasury Secretary Bessent’s renewed call for a full review of the Federal Reserve. The old tech stock that’s looking expensive. Plus, with yields under pressure, are muni bonds starting to look risky?  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Bernstein’s bullish on rideshare and delivery ahead of earnings. One health care strategist says we’re in the middle of the worst health care sector trade ever, and he says it’s time to “just own tech.” Plus, the Microstrategy of ether debuts.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Ahead of President Trump signing the country’s first-ever piece of crypto legislation, Robinhood CEO Vlad Tenev joins us in a “First on CNBC” interview from the White House. Plus, Netflix shares having their worst month in nearly 2 years despite blockbuster earnings. MNTN CEO Mark Douglas breaks down their ad future. And we dig into the divide between FICO and VantageScore for consumers.     Hoste...

Dan Clifton of Strategas and economist Claudia Sahm dig into what a Powell-less Fed would mean for markets—and the lessons Sahm says America doesn’t need to relearn. Why Netflix’s AI strategy could give it an even wider lead. Plus, is Coca-Cola about to ditch high-fructose corn syrup? Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of pers...

President Trump denying reports he is set to fire Fed Chair Powell, but in the same breath also telling reporters he’s not ruling anything out. We dive into whether the president has that power and what it means for markets. Plus, retirement accounts could soon be able to invest in private assets, but are they worth the risk?  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for infor...

The Trump administration reverses course and allows Nvidia to sell AI chips to China. The C-Suite view on the importance of the GOP’s Crypto Week. Plus, the new battleground stock that continues to deliver gains.   Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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.

With Nvidia’s $4 trillion market cap milestone in the rear-view mirror for investors, what’s the next catalyst that could propel the stock toward its next trillion-dollar gain? We ask the author of “The Nvidia Way” about that and more. Plus, bitcoin hitting another all-time high as the entire crypto ecosystem gets a boost. And President Trump is teasing a major statement on Russia this Monday that...

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.

Nvidia stock jumping today, lifting the company’s market cap past $4 trillion for the first time ever. We ask one tech watcher how much higher it can go. Plus, the Wall Street Journal says it’s Kevin Hassett vs. Kevin Warsh in the fight to replace Jerome Powell as Fed Chair. We discuss who’s leading the race. And Amazon’s Prime Day sale pulling in $7.9 billion in the first 24 hours according to Ad...

Why we could see a 12% correction in stocks by year-end. Elon Musk telling Wedbush’s Dan Ives to “shut up.” Ives joins to dig into what’s got Musk so fired up. Plus, Bank of America bullish on Uber thanks in part to President Trump’s megabill.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Stocks under pressure after President Trump pushed this week’s tariff deadline to August 1, saying he’ll be sending letters to trading partners over the next few days. What the recently signed megabill and Musk’s new political party means for Tesla. Plus, CNBC’s deep deficit dive.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of persona...

AMERICA’S DEFICIT RECKONING: What happens if the U.S. doesn’t rein in the budget deficit? CNBC Senior Finance & Banking Reporter Leslie Picker interviewed a dozen experts, investors and former government officials over the course of five months to explore the consequences of America’s fiscal path – not how to solve it, but what’s at stake if we don’t. This special report unpacks how rising debt th...

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.

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.

Both the Nasdaq and the S&P 500 hitting new record highs on the final trading day of the first half. We discuss the rally with one strategist who called it months ago. Plus, Robinhood hitting a new all-time high after announcing a slew of new crypto products. CEO Vlad Tenev tell us all about the company’s push into the space, and what’s ahead.  Hosted by Simplecast, an AdsWizz company. See pcm.ads...

The AI trade helping to push both the S&P 500 and the Nasdaq to record highs. Our trader sees more room for tech to run and reveals the ‘dead money’ stock he’s buying now. Plus, President Trump walking back that July 4th deadline for the passage of his “One Big, Beautiful Bill” after it hits more snags in the Senate.   Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information a...

Mohamed El-Erian says it’s getting harder to believe the Fed is apolitical. President Trump’s mega bill hits a snag in the Senate. Plus, what  Zohran Mamdani’s NYC primary win means for regional banks.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.