The Exchange

With earnings in the rearview mirror, our market strategist brings some buys that coincide with what she thinks will be the next catalyst for the market. Plus, a new cap for credit card late fees, thanks to a new rule from the CFPB. We’ll speak with the director about why it’s a controversial topic for many. And serial entrepreneur Gary Vaynerchuk is here with former TikTok CEO Kevin Mayer to disc...

Stocks are struggling to hold their initial gains following the stronger-than-expected jobs number, but Fundstrat’s Tom Lee is staying bullish on stocks and tells us where he’s seeing opportunities now. Plus, the latest unemployment rate may have ticked higher but the share of prime-aged women in the workforce climbed to nearly 78% and is hovering near a record high. We’ll look at what it’ll take...

President Biden is expected to go after the wealthy and corporations in his State of the Union address tonight. We’ll look at the challenges and potential impact for business and Wall Street. Plus, Fed Chair Powell is wrapping up his second day of testimony on Capitol Hill. We’ll speak exclusively with Cleveland Fed President Loretta Mester about the central bank’s path forward. And we’ll look at...

The Fed’s not ready to start cutting rates, according to Chair Powell. We’ll break down his first day of testimony on Capitol Hill and what it means for investors. Plus, NYCB is plunging on reports the bank is seeking a major capital infusion. And OpenAI is firing back to Elon Musk’s lawsuit by publishing some of Musk’s emails that appear to contradict what he’s said recently about OpenAI. Hosted...

Our market guest is rotating out of Nvidia and back into value, and has one name where he expects to see healthy returns. Plus, the Trex CEO joins us with his view of the housing market and how the deck manufacturer is benefitting from home renovation trends. And we’re talking shopping, cybersecurity, and the supply chain in Earnings Exchange before Nordstrom, CrowdStrike, and JD.com report. Hoste...

The EU slapped Apple with a nearly $2B fine on the same day the tech titan changed its messaging around artificial intelligence. We’ll break down both stories and look at how to be positioned in the stock from here. Plus, could warehouses be the next shoe to drop in commercial real estate? Our analyst has the risks and opportunities in the sector. And as investors prepare for a big week of retail...

New York Community Bank management described internal controls at the bank as ineffective. We’ll look at what went wrong and speak to the former chief risk officer at Discover. Plus, Elon Musk is suing OpenAI and Sam Altman, but our market guest says she’s ready to buy more Tesla shares on any perceived weakness. And we’ve got a crypto edition of 3 Buys & A Bail, following bitcoin’s monster rally...

Today’s key inflation data is still ahead of the Fed’s 2% target, but that’s not stopping our market guest from finding ways to play offense. Plus, from the housing shortage, to onshoring, and America’s aging demographic, our guest has one REIT trade investors can take advantage of. And we’ve got a rare exclusive interview with the CEO of Acushnet, the parent company of Titleist, about the busines...

Our market guest says investors are paying too much attention to rate cuts and not enough to something else that could become a headwind for global markets. Plus, the CEO of Life Time joins us on the heels of an earnings beat with the company’s strategy amid the weight-loss drug boom. And we’re trading Paramount, HP, Inc., and Birkenstock in Earnings Exchange. Hosted by Simplecast, an AdsWizz comp...

Our economist says the economy is setting up for a goldilocks growth period and joins us to make her case. Plus, the countdown to a partial government shutdown is back on, and it seems that time is the biggest hold up. We’ll speak to a Washington policy analyst to explain. And we’ve got the action, the story, and the trade for First Solar, Lemonade, and SquareSpace on today’s Earnings Exchange. Ho...

Economists are increasingly sure a recession can be avoided. We’ll look at what that means for the Fed’s rate cut timeline and the markets. Plus, Amazon is now part of the Dow Jones Industrial Average, and that’s one of the reasons our guest sees another 30% upside from here. And three more names on deck to report, including one our trader says has been left for dead by the market, but may still h...

Stocks are treading water after a big run. Is the AI momentum finally starting to slow or just shift to different names? Plus, Live Nation getting a lift after yesterday’s strong earnings. We’ll speak to the CEO about the quarter and the year ahead. And tomorrow marks the 2-year anniversary of Russia’s invasion of Ukraine. We’ll talk to a panel of experts about the geopolitical landscape, the Bide...

Nvidia proves AI can continue powering big gains and our market guest has some names he’s looking within the AI ecosystem. Plus, our housing guest has the setup for the spring selling season, and we’ll speak with the CEO whose company owns the Empire State Building. And we’re talking content, concerts, and cash in Earnings Exchange with Warner Bros. Discovery, Live Nation, and Block. Hosted by Sim...

We’ve got a First on CNBC interview with the CEO of Intel on the heels of their big Foundry Event. Plus, how do you trade Nvidia’s earnings ahead of the tech titan’s results? And the Travel + Leisure CEO joins us fresh off the company’s latest results with the travel trends he’s seeing to start the year. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collec...

What if the economy isn’t just avoiding a recession, but getting stronger instead? We’ll debate. Plus, one food stock just served up solid earnings and has been red hot, doubling off its recent low. Its CEO joins us to discuss. And our trader breaks down the narratives and numbers ahead of Toll Bros., Palo Alto Networks, and Wingstop. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com f...

Inflation data coming in hot yet again, so what’s next for the Fed? Moody’s Mark Zandi wants four cuts, while Wells Fargo’s Mark Smith sees the possibility of NO rate cuts in 2024. FICO’s software leverages AI to determine a customer’s creditworthiness...but there could be big changes ahead as lawmakers hash out how to regulate that tech. The FICO CEO tells us what’s next. Plus, go around the worl...

Is the American consumer finally about to crack? Our market guest says there are still ways to make money in the U.S., bring some global plays as well. Plus, retail investors are selling Tesla and buying Nvidia, but one investor says that may be about to change. And we’ve got the action, the story, and the trade for Coinbase, Roku, and Applied Materials ahead of their results. Hosted by Simplecast...

Will inflation resume its downward trend, or will the so-called “last mile” require a harder landing? We’ll debate. Plus, an exclusive interview with Robinhood CEO Vlad Tenev on the heels of the company’s surprise profit. And EV demand is slowing globally, but one company is looking to capitalize on that and its CEO joins us to explain how. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz...

Stocks are plunging on today’s inflation read. We’ll look at the implications for the Fed and how to position from here. Plus, Grayscale’s global head of ETFs joins us with the latest read on their bitcoin products. And a trio of gig economy stocks set to report. We’ll look at the numbers and narratives to know. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about ou...

The consumer isn’t cracking yet, but one analyst says the setup for retail earnings is tough nonetheless. She joins us with the one group she says can keep the retail party going. Plus, a lot of brands spent big money during last night’s big game, but the biggest winner may have been those who spent the least. And we’re tackling three names in earnings exchange: Marriott, Vornado, and Waste Manage...

It’s been a big week for chip stocks, and while one name in the group isn’t getting a lot of attention from Wall Street, our market guest loves it. Plus, “Million Dollar Listing New York” star Ryan Serhant is here to weigh in on the spring season for housing. And we’re talking streaming, snacking and spirits in 3 Buys & a Bail. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for info...

Needham is upgrading Disney to buy for the first time in five years. The analyst behind that call joins us with what’s behind the decision. Plus, the S&P is nearing a record but our guest is bargain hunting in the beaten-down parts of the market and brings us his favorite names. And Philip Morris’ fastest-growing, tobacco-free product is facing some criticism from Capitol Hill. We’ll speak to an a...

Former Dallas Fed President Robert Kaplan is here with the risks he sees in the regional banks. Plus, Goldman Sachs says forget the Magnificent 7 and makes the case for owning the AI 9. And ESPN, Fox, and Warner Bros are teaming up to launch a sports streaming service, but is it too saturated to succeed? We’ll debate. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information ab...

VC Sam Lessin joins us amid more layoffs in tech with the themes he sees emerging in 2024. Plus, we’re halfway through earnings season and we’ve got three names on deck, including one that our trader says is a buy despite getting crushed since the pandemic. And our market guest says the stage is set for solid returns this year. He’ll tell us where he sees the most opportunities. Hosted by Simpleca...

More good news on the economy coupled with more pushback on premature rate cuts from Fed Chair Powell is putting investors in a tough spot. We’ll look at how to position. Plus, a unique way to play the AI gold rush, featuring a Top-10 company on CNBC’s Just 100 List. And there’s a new quality concern for Boeing involving its supplier Spirit AeroSystems. Hosted by Simplecast, an AdsWizz company. Se...