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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

Does July’s weak jobs report change the Fed’s rate path? OpenAI is pausing the rollout of its upcoming model due to “cyber capabilities.” Plus, the data center economy and the three sectors our market guest is bullish on because if it. 

 
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Weak Jobs Report, AI Model Fears, and the Data Center Economy 8/7/26

Sandisk and Western Digital drop following results. We look at how position within the memory trade. Plus, Alphabet has to make a tough decision between AI talent and cloud computing dominance. And we’re counting down to tomorrow’s jobs report with a look at hiring and the labor market.

 
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Memory’s Next Move, Google’s Fork in the Road, Countdown to July Jobs Report 8/6/26

One of Wall Street’s first SpaceX bears joins us on the heels of the company’s debut quarterly results. Anthropic’s Mythos makes headlines for its bad behavior. And two prominent voices in the business world see a path toward 3 rate hikes this year.

 
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SpaceX Sinks, AI’s Bad Behavior, 3 Rate Hikes this year? 8/5/26

Another batch of strong earnings powering the Dow and S&P 500 to record highs. Oil prices fall after Treasury Secretary Bessent told CNBC we may have a deal “today or tomorrow” on the Strait of Hormuz. And our panel debates whether we’re in a K-shaped or a C-shaped economy.

 
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Market Rally, Oil Slips, C-Shaped Economy 8/4/26

Evolution in the AI trade. A rise in long-term global bond yields. And the key names to watch this week. 

 
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Torque in Tech, Macro Shifts, and Earnings Exchange 8/3/26

The bullish case for the AI capex spenders, rather than the receivers. Cybersecurity expert Ivan Tsarynny’s AI warning after Anthropic discloses three of its models breached their testing environments. Plus, Brookings’ Robin Brooks on how the market has corrected its misreading of the June Fed meeting. 

 
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The Spending Shift, Model Mayhem, and Wrong on Warsh? 7/31/26

Semis on the upswing after a rough couple of sessions, but should investors trust the bounce in the momentum trade after what BTIG calls the largest/fastest crash in modern history? JPMorgan’s Michael Feroli slides his rate hike timeline from the second half of 2027 to December after Kevin Warsh evades some reporter questions in his second news conference as Fed Chair. Plus, why the war in Iran could last through the midterms. 

 
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Regaining Momentum, Fed Up, and the Next Phase of the Iran War 7/30/26

Kelly Evans and Brian Sullivan go to Washington, DC to sit down with leaders from the White House to the C-Suite ahead of the Federal Reserve’s interest rate decision.

 
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Countdown to the Fed Decision 7/29/26

Ukrainian President Zelenskyy and Israeli Prime Minister meeting separately with President Trump at the White House as the wars in Iran and Ukraine become more entwined. Susquehanna’s Mehdi Hosseini says memory prices are nearing a ceiling, and that leadership in the space will come down to ‘hand-to-hand combat’ now that the ‘easy money’ has been made. Plus, Gabelli Co-CIO Chris Marangi’s under-the-radar AI trade. 

 
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Zelenskyy and Netanyahu in DC, A Memory Shift, and a Stealth AI MVP? 7/28/26

Four of the Mag 7—Apple, Amazon, Meta, and Microsoft—report this week, our experts get you ready. Former Nasdaq CEO Bob Greifeld makes the case for AI regulation sooner than later, and draws a page from the SEC’s playbook. Plus, China’s most valuable company is also its best chance at homegrown AI chips. 

 
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Big Tech’s Big Week, Time for Some A.I.R (AI regulators), and a China Chip Debut 7/27/26

Kelly talks to Graham Copley, Founding Partner at C-MACC about two critical issues: the supply chain and the energy transition away from fossil fuels. They dig into why Graham isn’t worried about permanent logistics issues and why inflation isn’t here to stay. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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Conversations with Kelly Evans: The Energy Evolution

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