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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

Meta is doubling down on custom AI chips, expanding its partnership with Broadcom. Delta kicked off airline earnings with a strong Q1 beat, but JPMorgan's Jamie Baker is reducing his 2026 earnings estimates on higher fuel prices. Plus, one technician's "ultimate contrarian trade."

 
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Meta's AI Ambitions, JPMorgan's Airline Warning, and the "Ultimate Contrarian Trade" 4/15/26

The software names with the most potential for margin upside this earnings season, according to DA Davidson. A mixed bag for bank earnings, and G Squared's Victoria Greene warns that could be a "canary in the coal mine" for the economy. Plus, Israel and Lebanon meet in Washington, while a second round of peace talks between the U.S. and Iran are reportedly in the works.

 
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Software Earnings Set-Up, Big Banks' Big Issues, and Iran Peace Talks Latest 4/14/26

Oil prices spike as the blockade of Iranian ports begins. As Trump threatens 50% tariffs on China for a reported arms sale to Iran, The Council on Foreign Relations' Charles Kupchan says the Chinese are enjoying every minute of the conflict as it distracts the U.S. and fractures its relationship with NATO. Plus, Goldman Sachs kicks off bank earnings.

 
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U.S. Blockade, China's Role in Iran, and Bank Earnings Underway 4/13/26

Washington's warning to banks about Anhropic's new Mythos model. Inflation hits a near two-year high, while consumer sentiment touches a record low. Plus, energy analyst Denton Cinquegrana tells us when energy prizes should normalize if, what he calls, the "least ceasefire ceasefire in the history of ceasefires" holds up.

 
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Washington's AI Warning, Sentiment Slump, and The "Least Ceasefire Ceasefire" 4/10/26

Former White House energy advisor Bob McNally sees an 85% chance the Iran ceasefire doesn't hold. The Fed's preferred inflation gauge climbed in February, even before oil's spike, does that lock in a rate hike this year? Plus, the internal practice at some big tech firms that could undermine the AI trade.

 
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Ceasefire Under Pressure, The Fed's Next Move, and Tokenmaxxing 4/9/26

Stocks rally as the U.S.-Iran ceasefire sends oil prices tumbling, but is the rally real? Plus, a fed rate cut is back on the table. We debate whether it should be.

 
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Oil Slips, Stocks Rally & a Rate Cut is back in Play 4/8/26

Equities under pressure after President Trump ramped up threats against Iran ahead of his Strait of Hormuz deadline. Crude hits $116 a barrel, but S&P Global's Dan Yergin says the oil market is under-pricing risk. Plus, we go stock picking in the semis sector.

 
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Iran Deadline Looms, Under-Priced Oil Risk, and Opportunities in Semis 4/7/26

The President’s Iran speech fails to soothe markets. Private credit jitters are back. Plus, where the market pullback is creating opportunities.

 
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Iran Escalation Risk, Renewed Private Credit Concerns, and Pullback Opportunities 4/2/26

Nike shares get crushed on weaker-than-expected sales outlook amid revenue struggles in China. The Mag 7 rallying for a second day after a rough first quarter, but Benchmark is bullish on name in particular. Plus, with gold on pace for its first positive week in five, Tim Seymour says the rally will continue if one particular condition is met.

 
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Nike's Nosedive, Tech's Turnaround, and Gold's Gains 4/1/26

WTI crude hits a three-week high after Trump threatens to "obliterate" Iran's energy sources. Chinese manufacturers warn to brace for price hikes due to disruption in the Strait of Hormuz. Plus, KKR agrees to sell cooling systems company CoolIT for $4.75 billion to Ecolab, making 15 times its initial investment.

 
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Crude Climb Continues, China's Price Spike Warning, and KKR's Major Deal 3/30/26

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From the Desk of Kelly Evans: The "Lazy Girl" Investment Strategy 8/18/23

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