The Exchange

The Nvidia-fueled rally fizzles, and so do hopes that the Fed will cut rates next month. We look at where you can ride out the volatility and still find opportunity. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

We break down the Nvidia numbers to watch after the bell with VC Lo Toney, and the only analyst with a sell rating on the AI giant. Short-seller Carson Block reveals a rare long position. Plus, what Lowe's got right in its third quarter. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The Street starting to split on hyperscalers with Rothschild & Co Redburn downgrading Microsoft and Amazon, while Loop upgrades Alphabet. Bitcoin turns negative for the year. Plus, Victoria Greene's three stocks to buy in the pullback. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Options flashing a bullish, but cautious, signal ahead of Nvidia earnings. Bernstein sees near-term risk for the country’s biggest retailer. Plus, the $100M AI Super PAC picks its first target.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

A December rate cut is looking less likely, but does the market need it for support? Plus, Bitcoin is now off more than 20% from its record high, is the bottom in or are more crypto declines coming? And our tech watcher says AI anxiety is overdone and he’s going shopping. He tells us where he’s seeing the biggest opportunities in the trade. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz...

Stocks sharply lower as the tech sell-off persists, but one strategist says it's too early for an AI bubble. Disney shares on pace for their worst day since April on mixed results. Plus, a retail bright spot. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Apparel prices in October were 3% higher than last year, and one analyst says that may only be the beginning. Mortgage applications climb during a historically slow season. Plus, we break down the big moves in big banks as they hit all-time highs.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The shutdown may be coming to and end, but its impact will last a while longer. We look at the ripples across the markets, travel, and holiday spending. Why you may want to skip large-caps in favor of smaller names. Plus, our tech watcher says stick with the sector and one name in particular. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use...

The government could reopen as soon as this week, according to one policy strategist. Deutsche Bank sees 20+% upside in MP Materials. Plus, are 50-year mortgages the key to jumpstarting the housing market? Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

OpenAI executives are walking back comments that the government should serve as a backstop for the company. Is OpenAI's business model unsustainable? One of our guests says yes, by design. Plus, what to expect if you’re planning to fly during the government shutdown. And, will home improvement stocks hammer out some gains this earnings season? Hosted by Simplecast, an AdsWizz company. See pcm.adsw...

October layoffs just hit a 20-year high. We look at what drove the cuts, and whether more bad news could be ahead. Plus, it’s a crucial day for Tesla with shareholders voting on Musk’s pay package, but it’s not the only reason why today’s shareholder meeting is important. And, we look at what happens to the retail sector if the Supreme Court strikes down Trump’s tariffs. Hosted by Simplecast, an A...

The government shutdown is now the longest on record, and it could have an impact on Q4 GDP. Plus, are fast-casual chains like Cava and Chipotle losing their edge as consumers pull back? And Billionaire Barry Sternlicht says New York City is in for a rough time following Zohran Mamdani’s win. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use...

The freight industry is giving off Great Financial Crisis vibes, according to one CEO.  The earnings trades as consumer names take the spotlight. Plus, can driverless cars steer Uber back in the right direction? Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The CNBC Changemakers and Power Players podcast delivers candid, in-depth conversations with trailblazing women in business, hosted by CNBC Senior Media & Tech Correspondent Julia Boorstin. Listen to an excerpt now!  The series spotlights women from the CNBC Changemakers list and other female innovators who are redefining leadership, breaking barriers, and transforming industries; including CEO of...

Kimberly-Clark agrees to buys Tylenol-maker Kenvue for more than $40B.  Amazon teams up with OpenAI for the first time, while Microsoft cuts its own multi-billion-dollar deals with two cloud start-ups. Plus, Palantir hits an all-time high ahead of earnings. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Amazon hits an all-time high after earnings. The government shutdown will stop SNAP funding tomorrow, affecting 42 million Americans. We look at the ripple effects across several industries. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The U.S. and China reach trade agreements. What to expect when Apple and Amazon report earnings after the bell. Plus, the XPO CEO shares how tariffs and AI are affecting shipments. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The Federal Reserve expected to cut rates by a quarter-point. Seymour Asset Management's Tim Seymour and BD8 Capital's Barbara Doran join for the hour to break down what that means for your money.  Plus, we look ahead to big tech earnings as Nvidia's market cap crosses $5 trillion. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of persona...

Apple and Microsoft both hit $4 trillion in market cap. Amazon announces the largest corporate job cut in its history as AI recalibrates the workforce.  Plus, PayPal partners with OpenAI.   Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Berkshire Hathaway gets a rare downgrade. How much pain the government shutdown could inflict on airlines. Plus, the big tech names to buy ahead of earnings this week. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Stocks hit record highs after the long-awaited September CPI report showed cooler inflation.  Gold loses some of its luster. Plus, what the c-suite expects from consumers this holiday season. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Oil prices jump after the Trump administration puts sanctions on Russia. Tesla shares recover after sliding on earnings. Plus, what the options market indicates about the direction of the meme trade. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Wells Fargo CEO Charlie Scharf joins from the bank's new campus in Irving, Texas. Venture capitalist Bradley Tusk's solution for mitigating AI's funding issues. Plus, why Travel + Leisure says timeshares are being "rediscovered." Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Warner Bros. Discovery is up for sale... we break down potential buyers and what it means for media. Earnings season continues as markets rally. Plus, how Dick's Sporting Goods is expanding their brick and mortar presence. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Apple hits an all-time high. AWS network failures affect more than 8 million users. Plus, President Trump doesn't want to be dependent on China's rare earths...could Australia be the answer? Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.