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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

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

Intel’s massive quarter not enough to boost chip stocks. AI spending concerns cropping up in both the equity and the credit markets--and that could be good for Apple. Plus, the bullish options action ahead of the busiest week of this earnings season. 

 
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Semis Suffer, Capex Concerns Crop Up, and Bullish Bets 7/24/26

Tech under pressure as oil prices climb and yields touch multi-year highs, on top of Alphabet hiking capex for the second quarter in a row, adding to AI spending concerns. And there could be more pain ahead, at least in the short-term, according to BTIG’s Jonathan Krinsky. Plus, one company’s pivot to pets. 

 
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Tech Trashed and Rising Risks 7/23/26

In his first CNBC appearance in nearly two years, billionaire John Paulson, alongside NovaGold Chairman Thomas Kaplan, reveals why he’s staying focused on gold. Capex the main focus of Alphabet’s Q2 earnings, and one analyst expects it to top $300B in 2027. Plus, “I can’t believe we’re living in this right now. It’s insane,” says a former Marine Corps hacker about OpenAI’s Hugging Face breach.

 
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John Paulson Stays Gold, Alphabet After the Bell, and the Hugging Face Hack 7/22/26

Bank of America reminds investors that “open source” AI models don’t mean “free,” and that concerns about memory stocks are overblown. With $77 billion in AI related-debt raised in June, should investors prepare for another credit boom/bust cycle? Plus, the Pentagon asks for $67 billion in immediate funding as the war in Iran drains coffers.

 
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No TAM Troubles, The Debt Debate, and a Defense Deficit 7/21/26

Kelly explains the crucial differences in clean energies, and why solar may soon lead the way. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
for information about our collection and use of personal data for
advertising.

From the Desk of Kelly Evans: The future is solar

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