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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

It was a wild week on Wall Street as AI fears sparked selloffs in different sectors. We look through the wreckage for opportunities and highlight some names that could be “AI-proof.” Plus, why Nvidia’s moat keep shrinking.

 
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AI Disruption, Nvidia's Shrinking Moat, and “AI-Proof” Trades? 2/13/26

The AI disruption is moving to new sectors. We look at the winners, the losers, and the biggest buying opportunities. Plus, real estate power player Ryan Serhant says the American Dream has changed.

 
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AI's Biggest Winner, AI's Newest Victim, and Housing's Huge Miss 2/12/26

Prospects of fewer rate cuts are outweighing enthusiasm on the economy. We game out what today’s report means for the Fed and for the markets. Plus, the top tech opportunities in the software wreckage, and the CEO of Generac on data center tailwinds.

 
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Jobs Report Blowout, Top Tech Picks, and Data Center Tailwinds 2/11/26

It’s a big week for econ data, and we’re off to an ugly start with retail sales. Apple has quietly outperformed the rest of the Mag 7 this year, and our analyst says there are reasons to be bullish from here. Plus, why Bitcoin could be getting closer to a bottom.

 
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Retail Sales Stall, Apple Bull Case, and Bitcoin Bottom in Sight? 2/10/26

DA Davidson says Oracle is a 'Buy' on renewed optimism for OpenAI. Melius Research is downgrading Microsoft saying CEO Satya Nadella has "lost the AI narrative." Plus, why Bitcoin could drop to $38K

 
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OpenAI Optimism, Microsoft's AI Malaise, and Bitcoin $38K? 2/9/26

The Dow soars more than 1,000 points, getting within striking distance of 50,000. With Amazon, Meta, and Microsoft lower on capex concerns, but the rest of the Mag 7, chips, and even software rallying after a rough week, we make sense of what's next in the AI trade. Plus, bitcoin climbs back above $70k, but Jefferies sees few bullish indicators when it comes to finding a crypto bottom.

 
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Dow 50k, The Upside-Down AI Trade, and When Will Bitcoin Bottom 2/6/26

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

Why we could see a 12% correction in stocks by year-end. Elon Musk telling Wedbush’s Dan Ives to “shut up.” Ives joins to dig into what’s got Musk so fired up. Plus, Bank of America bullish on Uber thanks in part to President Trump’s megabill. 

 
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Bears Out of Hibernation, “Shut Up, Dan” and Uber’s One Big Beautiful Bill Boost 7/8/25

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