The Exchange

The deal to develop one of the largest AI data centers in the U.S. The UAE sovereign wealth fund working to back a U.S.-TikTok deal. The AI train is moving to non-tech sectors like financials and health care. The latest news for Oracle. Plus, how the OBBB is impacting the economy. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal...

Rhetoric ramps up in trade talks between the U.S. and China. The small cap names to buy now as the Russell 2000 hits an all-time high. Plus, LVMH has its best day in over 20 years. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The Mag 7 remains under pressure as AI bubble concerns persist. Big bank earnings kick off. Plus, one crypto watcher says leverage is a "hell of a drug." Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

OpenAI reinforces its AI moat with a Broadcom deal. What’s next in America’s trade war with China after Pres. Trump threatened new tariffs. Plus, Melius calls Tesla a “must-own” stock. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Stocks, bonds, and the dollar slide as President Trump threatens "massive" tariff hikes on China. We break down the impact on tech, energy and whether you should buy the dip. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Gold, silver and copper all hitting new highs, but one commodity has yet to participate in the rally. Lululemon's founder says the company is in a nosedive. Plus, could the government take a stake in another rare earths company? Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Nvidia lending billions to OpenAI, xAI and CoreWeave...is the company now propping up demand for its own products? The trade on precious metals as gold and silver both hit new highs. Plus, the state of freight is not that great. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Box CEO Aaron Levie on partnering with OpenAI. Real estate gets hit by the government shutdown. Plus, three non-AI names that could pop on earnings. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

AMD surges as OpenAI enters another multi-billion dollar partnership, but one venture capitalist is watching for red flags. A technical check on gold as it hits its 42nd record high this year. Plus, can Fannie and Freddie help lower home prices? Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

With the jobs number delayed due to the government shutdown, we dig into alternative data for a read on the economy.  Increased competition weighs on betting stocks. Plus, why the newest showgirl is duty-free. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Semis continue to rally as Nvidia hits an all-time high. FICO shakes up the credit score market. Plus, Jefferies puts three AI chat bots to the test. 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 how the government shutdown could impact everything from the IPO pipeline to home sales. Plus, the important difference between 2013 and 2018 when it comes to returns. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

U.S. Secretary of Energy Chris Wright talks coal and nuclear power. Pfizer strikes a deal with the White House to lower drug prices. Plus, an exclusive look into JPMorgan's big AI plans. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Tesla hits a 10-month high, EA will be taken private in a $55B deal, and how a government shutdown could impact your money. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

President Trump announcing a new wave of tariffs targeting pharmaceuticals, furniture and trucks. The U.S. has 'big time' momentum in its rare earths buildout, according to Canaccord. Plus, how a government shutdown could cost the travel industry billions. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

David Faber has new reporting on who will control TikTok's future in the U.S.  Private equity firms struggle to deploy capital. And is OpenAI's massive spending sustainable? Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Bloom Energy has lost nearly a fifth of its value this week as the street casts doubt on its valuation--we talk to the CEO. Why the rally in gold can keep running. Plus, new home sales hit a three-year high in August. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Nvidia shares hit a record high after announcing a $100 billion investment in OpenAI. Is Pfizer about to become a major player in the obesity space? Plus, how Trump's new $100K H-1B visa could impact hiring. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Steve Bannon floats the idea that Treasury Secretary Bessent could simultaneously lead the Federal Reserve through the midterm election. A fresh fundraising round for Elon Musk's xAI. Plus, the iPhone 17 hits shelves. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Intel shares climb after Nvidia announces a $5B investment.  Positive trial results raise Novo Nordisk shares. Plus, inside ABC's suspension of "Jimmy Kimmel Live!".  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... we break down the market impact, Trump's feud with Lisa Cook, and whether lower interest rates can re-energize 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.

Paul McCulley makes the case for a quarter-point cut at what he calls the "most fraught" FOMC meeting in the past 40 years. Eli Lilly and Novo Nordisk race for the next weight-loss blockbuster drug. Plus, Goldman upgrades a consumer staple.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

It's the busiest year for SPACs since 2021. The unusual case of rate cuts with bank stocks at record highs, and the President says quarterly reports aren't necessary.  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.

Steve Liesman and Rick Santelli read the jobs and inflation data tea leaves ahead of next week’s Fed decision. The executive order that could have a huge impact on US drugmakers. Plus, is $160 lipstick the key to jumpstarting the luxury trade?   Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.