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CNBC

"The Exchange" on CNBC is a one-stop shop for the day's top business stories, along with breaking news and the must-see market movers heading into the back half of the trading day. This newsroom-based program also features lots of original reporting, in-depth conversations and showcases CNBC's award-winning investigative work.

The Exchange

Tech's pain is consumer staples' gain, as the mag 7, chips, and software all take hits, while the likes of Coca-Cola and Hershey's hit highs. But, after fresh jobs data disappoints and Revelio Labs says the labor market is now "permanently smaller," is the market action rotation or risk-off? Plus, Bitcoin is on pace for its worst week since November 2022, putting Strategy's crypto hoard underwater.

 
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Out with the New, In with the Old and Crypto Keeps Sliding 2/5/26

The software sell-off continues, but the CEOs of LegalZoom and Box both say AI agents will make those platforms more valuable in the long run. Futurum makes the case for Google as an AI infrastructure utility ahead of earnings. Plus, the potential headwinds on the horizon for Bitcoin.

 
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Software Slump, Alphabet on Deck, and Crypto Cracks 2/4/26

Elon Musk's SpaceX-xAI merger could be the biggest in history, but where does that leave Tesla? Disney names Josh D'Amaro as CEO Bob Iger's successor. Plus, Walmart joins the $1 trillion club.

 
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Musk's Mega Merger, Disney's New CEO, and Walmart's New Milestone 2/3/26

Oracle plans to raise $50 billion to shore up its AI spending, while Nvidia stalls its $100 billion investment into OpenAI. Mizuho says speculative money will move out of metals and into memory stocks. Plus, the partial government shutdown delays the January jobs report.

 
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The AI Daisy Chain, Memory is the New Metals, and a Short Shutdown? 2/2/26

President Donald Trump selects Kevin Warsh as the next Fed chair, leaving investors to wonder which Warsh will show up: the hawk or the dove? Plus, Senator Elizabeth Warren joins us after urging Republicans to not move forward with Warsh's nomination until the DOJ ends its inquiry into Jay Powell.

 
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Warsh Wins, Wall Street's Wary, and Sen. Warren's Warning 1/30/26

Meta shares are surging, but will its big capex spending plans pay off? Tesla trades its Model X and S vehicles for humanoid robots. Plus, can Microsoft play catchup in the AI race?

 
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Meta's Major Momentum, Tesla's Major Pivot, and Microsoft's Major Problem 1/29/26

Why there could be more pain ahead for the dollar. Economist Claudia Sahm says the Fed is in wait-and-see mode as both downside employment risk and inflation cool. Plus, will this earnings season separate the wheat from the chaff when it comes to the Mag 7?

 
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Dollar Destruction, Another Powell Pause, and Tech on Deck 1/28/26

Health insurers face pressure after a new Medicare proposal. How meme traders have changed investing, five years after the GameStop mania. Plus, is OpenAI's hiring slowdown a canary in the tech jobs coalmine?

 
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The Health of Health Insurers, 'Dumb Money' Durability, and Altman's Tech Job Warning 1/27/26

Gold and silver hit record highs, yet again, as the dollar hits a four-month low. The Mag 7 name Clockwise Capital says is the best-positioned to pivot on spending. Plus, how the recent events in Minneapolis could result in a government shutdown.

 
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Metals on the Move, Tech on Deck and Another Government Shutdown? 1/26/26

Will OpenAI be able to cover its cashburn or will it continue to fall behind Google's Gemini? Intel's momentum hits a wall after weak guidance sends shares tumbling. Plus, millions of Americans brace for a massive winter storm.

 
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OpenAI's Make or Break Year, Intel Interrupted, and Blizzard Bracing 1/23/26

The Department of Justice’s probe into Fed Chair Powell could create a “shadow Fed” and backfire against the Trump administration’s goals of lower interest rates, according to Strategas. Why a limit on credit card interest rates could boost names like Visa and Mastercard. Plus, chips analyst Chris Caso’s favorite AI idea in 2026. 

 
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A Shadow Fed, A Cap Contrarian Call, and Chips & Caso 1/13/26

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