The Exchange

Piper Sandler’s Michael Kantrowitz sees a two-handle for CPI inflation by year-end, which will put the Fed hawks on pause. Will M&A drive the next leg of the bull market? Plus, a record-setting NYC real estate agent on what’s next for luxury properties.     Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Comcast touching off merger speculation after announcing it will separate NBCUniversal and Sky, its European media arm, from its broadband business. A new report warning the AI spending spree risks ending in a damaging, lengthy investment bust. Plus, DA Davidson sees a split in the tech trade.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and u...

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.

Kelly Evans and Brian Sullivan are live for a special 2-hour broadcast from the Cboe’s iconic trading floor in Chicago with Chicago Fed President Austan Goolsbee, Ariel's John Rogers, Cboe CEO Craig Donohue, Northern Trust CEO Mike O'Grady, Harris Oakmark's Bill Nygren, and more. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal...

Amid the recent choppiness in the memory trade, we bring you we bring you the key numbers ahead of bellwether Micron’s earnings--and the share price KKM’s Jeff Kilburg, who timed the Intel rally, says would make him a buyer again. President Trump cancels the signing of the bipartisan housing bill, aimed at lowering housing costs, amid an ongoing battle with Congress over a controversial voter ID b...

Memory chips come back down to earth. Wolfe targets a new top pick in retail. Plus, why G Squared Capital’s Victoria Greene is sitting on the SpaceX sidelines.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Every Mag 7 stock is down over the past month, while memory names keep rallying. We look at the fractures in tech, and what’s the better AI trade from here.   Plus, a look at Alan Geenspan’s influence on Fed policy.   Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Apple will reportedly raise prices, and President Trump says the company will partner with Intel to design and build chips in the US. Oil and gas prices fall as the Iran peace agreement seems to move forward. Plus, CFRA says markets are overvaluing SpaceX’s future optionality while discounting execution risks.    Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about o...

Kelly Evans and Brian Sullivan host CNBC’s special coverage of the Federal Reserve rate decision live from Washington, DC. Former Philadelphia Fed President Patrick Harker, Former Kansas City Fed President Thomas Hoenig, AOL Founder Steve Case, and Senator Dave McCormick (R-PA) are just a few of the big names weighing in on new Chairman Kevin Warsh and how he could reshape the central bank.  Hoste...

Stocks pop after the US and Iran sign an agreement to continue to negotiate an end to the war. Tech stocks surge, with chips, software and the Mag 7 all catching a bid ahead of this week’s Fed decision. Plus, how to capitalize on the tax-free investments powering the World Cup host cities.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use o...

Shares of SpaceX pop in the biggest IPO ever. We dig into what it will take to bring the company to scale, some of the key technological risks it faces, and what it will take for Elon Musk to maintain his newly-minted trillionaire status.   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.

Stocks under pressure as investors prepare for the SpaceX IPO, which is shaping up to be an historic liquidity event. The names that could see the most selling, plus a former derivatives trader on how to hedge any current SpaceX exposure. The CFTC’s proposed new rules for prediction markets could mean major changes for sports betting. And speaking of sports, CNBC’s Alex Sherman breaks down the big...

Stocks give up earlier gains, with tech the biggest laggard once again. The homebuilder KBW says can defend margins in the K-shaped housing market.  Plus, Fast Money trader Tim Seymour on the differences he’s seeing in today’s sell-off versus last week’s.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Apple’s highly-anticipated Siri AI fails to wow. Bank of America says when it comes to chips, it’s not about whether the returns will come—“it’s about whether the industry can keep up.” Plus, Berkshire board member and Portfolio Manager Chris Davis’ surprising AI winners.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data fo...

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.

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.

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.

Dell shares are on pace for their best day ever as AI server revenue soars. A setback for SpaceX competitor Blue Origin puts the IPO back in the spotlight.  Semiconductor stocks are on a historic run and Nvidia is no longer leading the charge.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Are semi stocks outperforming at the expense of the Mag 7? We’ll debate and look at how long that can continue. Plus, Komal Sri-Kumar joins us with his thoughts on Kevin Warsh’s first move as Fed Chair. And we dig into the SpaceX IPO and its impact on the benchmarks with a market structure expert. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection an...

SK Hynix joins Micron as the latest member of the $1 trillion club, but is bigger always better? Cyber security ETF BUG up 37% over the past two months. Could cyber stocks be the new semis play? And the odds of a rate hike are climbing, but could the market be getting ahead of itself?  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of per...

Micron crossing $1 trillion in market cap for the first time; how much room is left to run? Pope Leo calling for the “disarming” of AI, saying it threatens to normalize an “anti-human vision” of society. And as the New York Knicks head to their first NBA finals since 1999, Wall Street is buzzing about Madison Square Garden Sports’ potential spinoff of the Knicks and Rangers. Hosted by Simplecast,...

Former Fed Governor Larry Lindsey gives his take on what a Kevin Warsh-led Fed will look like. Redpoint Ventures’ Managing Director and OpenAI investor Erica Brescia joins Kelly on the AI startup’s path to the public market. And Jeff Kilburg is sticking with Intel despite the stock’s meteoric rise. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection a...