The Exchange

We’re officially out of the bear market with the S&P up 20% from the lows, but can the bull run be sustained? China’s economy dampened by deflation and flagging exports, but one fund manager says investors are missing a key opportunity. And Canaccord Genuity initiates coverage on the eVTOL sector; we’ve got the names to ‘buy.’ Plus, Tom McClellan sees a bottom in oil…depending on your timing.  Hos...

Initial jobless claims climbed for the third-straight week; does the market believe a recession is on the way. We’ll look at the leading economic indicators and let you decide. Plus, household debt on the rise. We’ll look at the fallout for consumers and one bill on Capitol hill aimed at cracking down on credit card companies. And, Royal Caribbean’s CEO is adamant the cruise operator can maintain...

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The Fed’s fight against inflation could be winding down, according to our market guest. He’ll tell us why September will confirm the end of the rate hike cycle. Plus, the SEC targeting Binance and Coinbase in back-to-back lawsuits. Will regulators drive business overseas? We’re live in Amsterdam with that angle. And the newly installed CEO of Academy Sports & Outdoors joins Kelly with a look at th...

Apple kicking off its highly anticipated Worldwide Developers Conference with a slew of announcements. We have live coverage in Cupertino, California, and speak with two guests about what today’s news means for the future of the world’s most valuable company. Plus, the Fed finds itself at a crossroads after Friday’s jobs report. Should it hike, pause, or pivot? We’ll debate. And XPRIZE Foundation...

This morning’s jobs report had something for the hawks and the doves. We’ll debate the best move for the Fed and investors’ best move in the market. Plus, our guest says there’s a “holy grail” setup in the AI space. She’ll tell us what it is and how she’s playing it. And the CEO of Bristol-Myers Squibb joins Kelly as the ASCO conference kicks off. How are they helping solve America’s cancer drug s...

The economic picture for the Federal Reserve is getting murkier by the day. Will they rely on retail, manufacturing, or labor market data to make their decision this month? Plus, Dollar General on pace for its worst day ever. We’ll tell you what’s driving the declines, and what it suggests about the rest of the retail landscape. And Goldman Sachs head of commodity research says the long-term bull...

Stocks falling on concerns of global market risks, but our guest sees big opportunities in one key sector. She’ll tell us where, and what to avoid. Plus, if big tech and semiconductors were the first wave of AI, what’s the next? One analyst says watch the freight space. And with mortgage rates seemingly on a rollercoaster these days, where can investors find safety. We’ll speak with the CEO of one...

The Biden Administration and Congressional leadership hashing out a tentative deal to avoid a default, but what about the market risks? UBS’ Evan Brown says liquidity concerns are overblown.  Consumer confidence slipped to a six-month low in May, but Moody’s Mark Zandi still says no recession ahead . And Wolfe Research says AI could renew optimism around Silicon Valley real estate, but Slow Ventur...

Wall Street’s getting more optimistic about a debt ceiling deal on Capitol Hill. Should investors buy the optimism? We’ll look at the terms, and some trades that will benefit. Plus, the latest inflation report coming in hotter than expected. Is that strike one for the doves ahead of next month’s Fed meeting? And we’re wrapping up an historic week for AI, tracking the huge moves in names like Nvidi...

Fitch delivering a blow to America’s AAA credit rating as debt ceiling talks drag on. We’ll tell you what it means for the market and the economy. Plus, Nvidia is powering the Nasdaq today, but one technician is watching a potential sell signal in the charts. And Florida Governor Ron DeSantis announced his presidential campaign via Twitter Spaces last night, but the event wasn’t without its techni...

Still no deal on the debt ceiling as Speaker McCarthy says the two sides remain hung up on the issue of baseline spending, but our market guest says any debt ceiling risk may be to the upside. She’ll explain. Plus, billionaire real estate investor Don Peebles is warning “the worst is yet to come” for office REITs. He’ll tell us where he’s seeing opportunities as a result. And Jim Cramer sees a “ge...

Negotiations continue, but no debt ceiling deal yet. We’ll look at how investors can position for any scenario. Plus, Microsoft unveils more AI products, Google’s CEO issues a new warning, and Bank of America says one name is well positioned. We’ll speak with the analyst. And Lowe’s is lowering its full-year sales guidance – what does that signal for the rest of the market? We look at two key cons...

A new Fed narrative has bond yields jumping, as Minneapolis Fed President Neel Kashkari tells CNBC he’s open to pausing, but not ending rate hikes. What are the policy implications amid rising US-China tensions and the debt ceiling deadline looming? Plus – there’s a key metric flashing a major warning sign in the trucking industry. We’ll tell you what it is and what it suggests about the rest of t...

Markets turning lower on reports that debt ceiling negotiations have stalled as President Biden attends the G-7 Summit in Japan. We look at how to position your portfolio. Plus, is AI an existential threat or a big opportunity for cloud companies? We’ll debate. And if only a handful of mega-cap tech companies are propping up the market, is it time to trim tech? We’ll ask one technician tracking th...

Goldman Sachs saying AI could provide a huge boost to margins in the future, is artificial intelligence the bubble the stock market currently needs? We debate.   Speaking of AI, one analyst says its popularity could take a big bite out of Google’s Search ad revenue, thanks to its trip-planning capabilities.  Plus, bank regulators back on the Hill today, with the Fed’s Michael Barr laying out new r...

Elon Musk did not hold back in his exclusive CNBC interview – we’ll debate the biggest moments that investors are talking about today. Plus, we run through three debt ceiling scenarios and the REITs that could benefit or be hurt the most. And mortgage demand is dropping as interest rates hit a 2-month high. Could home price declines be next? We have the things you need to know if you’re in the mar...

A doubleheader in DC today with banks and AI under congressional scrutiny. Could anything have prevented the collapse of SVB? And what is the role of regulation in AI? We’ll debate both. Plus, one analyst is coming to Sofi’s defense after an barrage of bearish calls. He’ll join Kelly to make his case. And we’re following up with one company disrupting the future of weather forecasting. A look at h...

Fed officials say more work needs to be done on fighting inflation, but what does that mean for the markets with the next FOMC meeting a month away? Plus, our market guest is eyeing big opportunities in regional banks. He’ll reveal the four names he’s fixing to scoop up. And three big deals making headlines today – are they part of a larger trend? We’ll debate on the return of M&A mania. Hosted by...

Listen to the day's top stories, the must reads & a whole lot more for today's modern investor. CNBC’s Hugh Son joins ‘The Exchange’ to discuss Goldman Sachs’ A.I. powered social network Louisa, the startup community Louisa focuses on, andhow Louisa uses A.I. to pre-populate user information. Ben White, chief economic correspondent at Politico, and CNBC’s Kayla Tausche join ‘The Exchange’ to discu...

Kelly explains why the battle over the debt ceiling is just the beginning of the economic drama playing out in Washington. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Kelly uses AI to speak to some of the greatest economic minds of the 20th century about the Fed’s next move. And with jobless claims hitting the highest level in a year and a half, our market guest says to buckle up for a hard landing. So where are the opportunities? We’ll look at why REITs in the suburbs are booming, and how you can play that trend. Hosted by Simplecast, an AdsWizz company. See p...

The Google IO Conference kicks off at the top of the hour, we’re live in Mountain View CA for the headlines.  Evercore ISI putting out a tactical bull and a tactical bear call ahead of earnings. We dig into both names with analyst Greg Melich.  Plus, Kindbody is #43 on the Disruptor 50 list this year. The company’s founder joins Kelly to discuss the big business of babies.  Hosted by Simplecast, a...

With just a few hours to the White House meeting on the debt ceiling, we look at what it means for the markets and how to position your portfolio.  Choice Hotels blowing earnings estimates out of the water, CEO Pat Pacious tells us what’s next for the brand and the trends he’s seeing.  Plus, need 10 bucks? Amazon will pay you to pick up your own packages.  Hosted by Simplecast, an AdsWizz company....

Kelly explains why an under-the-radar economic indicator could highlight trouble ahead. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.