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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

Western Digital CEO Irving Tan on the global memory supply crunch and “a lot more opportunity” to expand pricing. Tech has been the key driver of the market’s huge April rally. Is it needed to make new highs from here? Plus, three scenarios on why high oil prices have not had a bigger impact on markets.

 

 
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Memory’s Moat, Tech’s Role in Recent Highs, and Shrugging Of $100 Oil 5/1/26

The iPhone is booming, but can Apple fix its AI problem? Oppenheimer's "one AI to rule them all." Plus, how AI could touch off a new cycle for an old industrial.

 
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Apple's AI Problem, "Save the Shire," and Caterpillar Crushes 4/30/26

As Jay Powell's time as Fed Chair comes to an end, our experts discuss whether he should stay on as a governor and what successor Kevin Warsh's first moves will be. Memory stocks surge after Seagate's blowout results. Plus, Alphabet and Microsoft hit all-time highs ahead of their after-the-bell reports.

 
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Fed Decision, Memory Momentum, and Mag 7 on Deck 4/29/26

Renewed concerns over OpenAI's massive spending following a Wall Street Journal report, but journalist and author Sebastian Mallaby raised that issue back in January. He lays out the four problems he sees facing the company. OPEC set to lose one of its members after nearly 60 years. Plus, with gas prices hitting 2022 levels, a look at where else costs could climb as the Iran war continues. 

 
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OpenAI's Viability, UAE to Exit OPEC, and Climbing Consumer Costs 4/28/26

With five of the Mag 7 reporting this week, we discuss whether investors should temper their capex expectations. The trial between Elon Musk and Sam Altman kicks off. Plus, the potential next frontier in preventing heart attacks.

 
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Big Tech on Deck, Musk vs. OpenAI, and Cardiac Drug Breakthroughs 4/27/26

The Department of Justice is dropping its criminal probe of Fed Chair Jerome Powell, leaving the door open for a Kevin Warsh confirmation. Jeff Kilburg breaks down how to trade the Mag 7 ahead of earnings next week. Plus, D.A. Davidson upgrades AMD after Intel's blowout results.

 
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DOJ Drops Powell Probe, Big Tech on Deck, and Intel's Gain, AMD's...Gain? 4/24/26

The IEA chief warned the world is facing the biggest energy crisis in history, so why aren't oil prices spiking? The meme stock that tanked nearly 50% after soaring 700% in one month. Plus, why Barclays says the Trump administration's potential $500 million bailout plan for Spirit Airlines could be a "moral hazard."

 
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Debunking Oil Myths, the New Gamestop?, and Saving Spirit 4/23/26

Tech stocks surging in April, but Barclays says the sector still looks historically cheap. SpaceX strikes a deal for the right to buy AI startup Cursor. Plus, Google unveils new in-house chips and AI tools amid growing competition for corporate customers.

 
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Tech Still Cheap, SpaceX's $60B Deal, and Google's Enterprise Fight 4/22/26

The c-suite view on Apple's CEO change. What Fed Chair nominee Kevin Warsh said, and didn't say, in his confirmation hearing. Plus, Alaska Air suspends guidance amid surging jet fuel prices.

 
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Apple's Turnover, Warsh Gets Grilled, and Airline Indigestion 4/21/26

Listen to the day's top stories, the must reads & a whole lot more for today's modern investor.

 
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The Exchange 4/20/26

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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