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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

Nvidia’s data center demand disappointed for the second quarter in a row, but Truist is looking at the long-term. Robert Primus, a member of the regulator examining the mega- merger between Union Pacific and Norfolk Southern, and one of the latest officials the White House has tried to fire, joins with his plans to fight back. Plus, will the Trump administration’s closure of a key shipping loophole mean the end of super-cheap goods from China?

The Long-Term Bull Case for Nvidia, President Trump’s Firing Spree, and a Shipping Shake-Up 8/28/25

Nvidia reports after the bell, but GMO’s Tom Hancock says AI profitability seems more certain longer-term in other chip names. Fed Governor Lisa Cook, who President Trump moved to fire yesterday, could file a lawsuit as soon as today. Plus, the companies making retirement benefits more accessible for small businesses.

The Other Chip Names to Own, The Lisa Cook Latest, and Boosting Small Business 8/27/25

President Trump moving to fire Federal Reserve Governor Lisa Cook, citing allegations of mortgage fraud. We spoke with another federal official locked in a legal battle with the president over her own firing, and our panel of experts discusses the fallout for rates and the market.

Trump moves to fire Fed Governor Lisa Cook 8/26/25

What the options market is saying about Nvidia’s post-earnings move. President Trump saying the government could take stakes in more companies. Plus, just how much AI could create in market value over the long-term, according to Morgan Stanley.

The Trade Ahead of Nvidia, Intel’s Government Stake, AI Adoption & the Future of Work 8/25/25

Fed Chair Powell paving the way for a September rate cut, sparking a rally on Wall Street and helping to boost tech after some rough sledding. We dig into what to expect from the Fed after the next meeting and how to position. Plus, BofA’s Savita Subramanian changing course on one segment of consumer stocks after being bullish for two years

When Doves Fly, Big Tech’s Big Bounce, and Cracks in the Consumer? 8/22/25

Former Fed Governor Larry Lindsey weighs in on the chance of a September cut. We look at where traders are buying the recent weakness in momentum stocks. Plus, it’s a bird, it’s a plane…no, it’s a burrito!

Fed Chair Candidate on the Record, Options Tea Leaves, and Flying Burritos 8/21/25

Barclays not expecting a September rate cut. Their strategist tells us how to play a potential Powell hawkish surprise at Jackson Hole. Target has a new CEO, but the same issues. Plus today’s AI spending may look like the Internet boom of the ‘90’s, but there’s a key difference this time around.

Playbook for a Hawkish Surprise, Target’s Path Forward, and AI Spending Strength 8/20/25

Why the Fed could skip a September cut altogether, despite higher inflation data. BTIG makes the case for sticking with Viking Therapeutics despite disappointing weight loss drug trial data. Plus, the laggards our traders says to buy now.

A September Skip, The Bullish Case for Viking Therapeutics, and Lassoing the Laggards 8/19/25

Chip stocks under pressure following weak guidance from equipment maker Applied Materials. Intel the notable exception on a report that the U.S. government is looking to take a stake in the chipmakers. Our trader tells us which semi stocks he’s buying. Plus, United Health sharply higher after Berkshire Hathaway revealed a stake of five million shares, worth about $1.6 billion. We dive into that move and more.

Chips Under Pressure & Berkshire’s UNH Stake 8/15/25

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

The Exchange 8/14/25

Kelly explains why the inflation data doesn’t matter the way it once did.

From the Desk of Kelly Evans: CPI takes a backseat 9/13/23

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