The Exchange

Have stocks run too far too fast since the April tariff sell-off? How much further could Nvidia run after hitting a fresh intraday high? And what does Zohran Mamdani’s Democratic primary upset mean for NYC real estate? Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Fed Chair Jay Powell standing pat on interest rates during his House testimony today. What the Israel-Iran conflict means for Trump’s mega bill. Plus, Hims’ compounding conflicts. 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.

The housing names one value investor says present big opportunities. Netflix is in (Mr.) Beast mode, according to Wells Fargo. Plus, Former Energy Secretary Rick Perry weighs in on the Israel-Iran conflict.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Ahead of the Federal Reserve’s decision on interest rates, we look at what’s at stake and what to expect from today’s projections. Plus, Senator Warren joins us live from Capitol Hill to address President Trump’s criticism of Fed Chair Powell and the conflict in the Middle East. And OpenAI’s Sam Altman is accusing Meta of poaching its staff with 9-figure signing bonuses.  Hosted by Simplecast, an...

The Senate’s version of the budget bill sparking swift criticism from some GOP House members putting President Trump’s July 4th deadline in jeopardy. Why the Fed will stay behind the curve when it comes to rates. Plus, are tariffs actually deflationary?   Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Stocks are bouncing back from Friday’s drop amid reports of de-escalation. Oil prices paring their gains as well, but the threat of a price spike could have major implications for this week’s Fed meeting. And President Trump is in Canada for the G7 Summit. We’ll speak with PIMCO’s Head of Public Policy, Libby Cantrill, about what to expect and what it means for the GOP spending bill on Capitol Hil...

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.

The US and China reaching an agreement on trade after two days of talks, but will they stick? Semis have their best 44-day period in more than 20 years. Plus, Tesla shares climb after a robotaxi announcement—and an apology.  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.

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.

President Trump is calling on Fed Chair Powell to slash rates by a full point. We have Philadelphia Fed President Harker’s reaction and exit interview before he retires. The feud between Elon Musk and President Trump is making investors wonder what’s next for Tesla shares, on pace for their worst week in nearly two years. And Apple’s worldwide developers conference is set to kick off on Monday. We...

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.

Truist sees one exciting area of Alphabet’s business that’s getting zero attention or credit. He’ll tell us what it is, and why he sees the stock climbing 20% from here. Plus, Stifel’s CEO is cautious heading into the second half of the year but expects a lighter regulatory touch to boost the market. And Elon Musk is not pulling punches in his latest post about President Trump’s spending bill. We...

Renewed trade tensions are pressuring stocks, with China accusing the U.S. of violating their agreements in Geneva. We have the latest from the White House and the potential impact on President Trump’s tax and spending bill. Plus, health care sat out the May rally, posting its worst month since December. We look at where investors can find opportunities in the space. And Brian Sullivan is in Alask...

The White House and Beijing are trading salvos in the trade war over broken agreements and threats over semiconductor exports. Plus, JPMorgan Chase CEO Jamie Dimon has a dire warning for the bond market that all investors need to hear. And with Elon Musk wrapping up his time as a special government employee, we ask Wedbush’s Dan Ives about what it means for Tesla’s future. Hosted by Simplecast, an...

A federal court has blocked some of Trump’s tariffs, including the ‘reciprocal’ levies, we tell you what’s next and what it means for the markets. The key word mentioned 27 times on Nvidia’s earnings call that experts say underscore the bull case of the chip giant. Plus, United and Jetblue team up.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection...

Nvidia’s Q2 results after the bell could be messy, but Raymond James sees hope in the second half. Why it’s not too late to get into the international trade. Plus, CNBC’s Megan Cassella gets President Trump’s response to Wall Street’s newest trade acronym: TACO (Trump Always Chickens Out).  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use o...

Stocks surge after President Trump delays EU tariffs until July, but Citi warns the GOP’s reconciliation bill could have big implications for stock valuations. Plus, could Trump’s trade war actually be deflationary? 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.

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.

President Trump’s “Big, Beautiful Bill” just hit a major hurdle. The Chair of the Freedom Caucus now saying he doesn’t see the bill happening this week. We discuss. Plus, Target just cut their full-year sales outlook on weak consumer sentiment. We dive into what’s got that name, and others, under pressure.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our col...

Retail investors have been far more optimistic about tariffs than professional investors...did they get it right?   Google I/O kicks off as questions over the future of search remain. Plus, CNBC is live at Tesla HQ as Elon Musk takes Transportation Secretary Sean Duffy for a ride.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of persona...