The Exchange

The Markets continue to lose momentum as we wrap up a red October and with the Presidential Election just four days away. So will the volatility continue into November? We’ll explore. Plus, there’s one stock that has rallied more than 1000% from its lows this year as it benefits from Americans working from home. We’ll tell you the name and talk to the CEO. And, our new all-America Survey shows alm...

Since the start of the earnings season, the Dow has dropped 7%, the S&P 5%, and the Nasdaq 4%. Are earnings to blame or is the timing just a coincidence amid the resurgence in Covid cases worldwide? We’ll explore. Plus, with tech earnings on deck, investors have high expectations. We’ll tell you the key things they want to hear from each of the tech titans. And, the recent urban flight is starting...

It’s another big down day for stocks, as surging virus cases and new lockdown measures in Europe stoke fears of a halt to the economic recovery. We’ll discuss what’s weighing most on investors’ minds around the globe, and whether or not this is a tipping point or a buying opportunity. Plus, big tech CEOs are back on Capitol Hill, testifying about their controversial content moderation policies. We...

There’s been a lackluster reaction to the strong earnings reported this season. We’ll discuss what that tells us about the market, and whether or not we’re in a holding pattern until the election. Plus, there’s been a lot of talk about the shift to value names recently…but is the rotation for real? We’ll get technical with Instinet Chief Market Technician Frank Cappelleri. And, the consumer’s outl...

The Dow is on pace for its worst day since June, as investors grapple with rising global Coronavirus cases and a stimulus stalemate in Washington. We look at how investors can protect their money, and identify the sectors getting hit hardest by the selloff. Plus, former NEC Director Larry Lindsey joins to discuss volatility ahead of next week’s election, and what rising virus cases could spell for...

There were a lot of bold claims made about the state of our economy in last night’s presidential debate. We’ll get a fact check, and see who’s doing the best – and worst – right now. Plus, homebuilder stocks are red hot, fueled by high demand and a sizzling housing market. One analyst thinks they can keep up this scorching success up, and he joins to explain. And, Mattel shares are soaring after c...

One of Wall Street’s biggest hedge fund managers says a big rally is ahead once the next relief bill passes. But with no timeline in sight, is it too soon to buy in? We’ll explore. Plus, streaming service Quibi is shutting down just six months after launching, despite a hefty cash hoard and lots of buzz. We discuss what went wrong in Rapid Fire. And, Jeff Currie of Goldman Sachs tells us why he se...

As Washington battles over the next round of stimulus, hundreds of billions of dollars have gone unspent from other sources of funds. Can that cash still be tapped? We’ll explore. Plus, Netflix says it could’ve beaten Q3 estimates…if the quarter lasted an extra 48 hours. We discuss Netflix’s historic earnings miss in Rapid Fire. And, investors have a lot riding on Tesla’s earnings tonight, with th...

The Dept. of Justice is suing Google, claiming it has a monopoly on the search market. What could this lawsuit accomplish, and will it even matter to the company? We discuss. Plus, the number one retail analyst on Wall Street joins to give us the stock names on his shopping list amid this year’s unprecedented holiday season. And, GM is doubling down on its EV plans, making a multi-billion dollar i...

Stocks are gradually being sold by older folks to younger ones, as Baby Boomers retire and cash out of the market. We’ll explain how that rotation is impacting investors of all ages. Plus, pickup trucks are the hottest model on car lots right now…if you can even find one. We discuss the pandemic’s role in auto demand in Rapid Fire.  And, crude prices continue treading water, as the industry consol...

How can investors separate future winners from value traps in the hunt for stock bargains? Our market experts weigh in. Plus, big tech firms are under pressure, as antitrust investigations mount and a key liability shield is in doubt. Who’s most at risk? We’ll explore. And, private jet companies are taking advantage of a tax holiday tucked away in the CARES Act. We discuss the potential windfall f...

Rising cases, rising jobless claims and rising doubts about more Covid relief have the markets on shaky ground. We’ll have the latest and see if earnings can help the market. Plus, one analyst says a number of retailers could be negatively impacted if a blue wave sweeps over Washington. He joins us with the names. And, growth stocks have been outperforming value so far this year, now one major val...

As the market reverses lower, some investors could be misreading the signs when picking a letter to describe the economic recovery. We’ll explain. Plus, Eli Lilly is pausing its Covid antibody drug trial, now the second virus treatment setback this week. Should investors rethink their strategy in the healthcare space? We’ll debate. And, Walmart is throwing out its Black Friday playbook, and breaki...

Apple kicks off its biggest product event in years, announcing four new 5G- supported iPhone 12 models. We’ll bring you the key details as they break, and tell you all you need to know. Plus, Blackrock CEO Larry Fink says he sees signs of “underlying strength” in the market, including investors sitting on the sidelines who could pump even more cash into stocks. Is he right? Our market experts deba...

There are three big forces at play in the market right now: vaccine, election and earnings. Which will be the biggest catalyst for gains? Our market experts debate. Plus, Amazon Prime Day kicks off after months of delays, and other big box players are cashing in with sales of their own. Who will come out on top? We explore. And, brands like Levi’s and Tommy Hilfiger are betting on QVC-style live p...

Stocks climb on reports that Pres. Trump intends to raise the stimulus offer to $1.8T, but two strategists say the markets going higher with or without a deal. They tell us where they’re seeing opportunities. Oil making big moves this week, and energy getting the of approval from Carl Icahn. Should investors jump in? Plus, despite thousands of small businesses closing, many are also launching duri...

Will they or won’t they? Speaker Pelosi says there won’t be a skinny deal for airlines without a broader Covid relief bill. This after the President called talks “productive.” We look at the market impact from all the back and forth. Plus, financials finding some footing recently as we head into a big week of earnings for the sector. We’ll debate what names should be in your portfolio ahead of the...

Stocks are rallying as the President proposes smaller, targeted relief aid but do investors believe this is real progress? We debate. Plus, Eli Lilly has filed for FDA emergency use authorization of its Covid-19 antibody drug. We’ll speak with the CEO about the treatment, the potential timeline, and what production could look like. And, in its lengthy report, Congress concludes four big tech giant...

Fed Chair Jerome Powell saying the pace of the recovery is slowing and more support will be needed… we discuss what it means for the markets. The teens aren’t spending, according to a new survey, but there is one sector they’re splurging on. We dig into the results. And while teens aren’t spending, adults could be around the holidays even if there isn’t another round of stimulus, according to one...

As the case count rises in Washington, we look at who has it, and the potential impact on top issues for investors. Plus, two major issues the U.S. will have to deal with after the pandemic…weaker population growth and the drag of high debt. We look at the fallout for the economy. And, an industry on the brink. We’ll look at the future of theaters, malls and Hollywood as cinemas close down again,...

A big day for the markets, the economy and the U.S. after President Trump and his wife test positive for covid-19. We breakdown what it means for investors, policy negotiations, the campaign and the fate of this pandemic.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Tech trying to regain its footing after its September swoon. A top portfolio manager reveals what he’s buying now. Despite the ongoing economic uncertainty, recruiters are still bullish ahead of tomorrow’s jobs number. And the stimulus stalemate…with talks frozen in Washington, we talk to a Republican Congressman about his caucus’ bipartisan bill.  Hosted by Simplecast, an AdsWizz company. See pcm...

Today, CNBC launched its newest daily podcast, The News with Shepard Smith. Each day, expect deep, non-partisan coverage and perspective on the day's most important stories. Featuring on-the-ground reporting from around the globe, The News with Shepard Smith goes beyond the headlines to give listeners sharp context into the world around them. It is punctuated by compelling, thought-provoking exper...

Palantir opens for trading, we have the tick by tick of its debut. Dallas Fed President Robert Kaplan discusses his dissent in the FOMC decision earlier this month. Plus, one strategist tells us the worst thing investors could do during an election year.   Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The covid pandemic has killed one million people, and with New York considers shutting down hot spots again, those worries are weighing on stocks. Two strategists weigh in on whether investors should brace for a repeat of March. And despite the stock market’s September swoon, consumer sentiment was strong. We have the latest read from The Business Roundtable.  Plus, the value of “nothing.” Why int...