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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

The S&P and Nasdaq hit new all-time highs and oil prices drop on optimistic Iran war headlines. Airline stocks surge as crude slips, and that could set the stage for consolidation, according to a former United CEO. Plus, Oracle shares post their best week since 1999.

 
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Markets Rally, Airlines Soar, and Oracle Bounces Back 4/17/26

The two "seismic shifts" underway our strategist says will have profound implications for markets as the Nasdaq and S&P hit fresh record highs. Evercore's bullish case for SanDisk. Plus, the CEO of Madison Air on the heels of the biggest U.S. industrial IPO since 1999.

 
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Markets' Seismic Shifts, SanDisk's Surge, and 2026's Biggest IPO 4/16/26

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

Investor Kyle Bass bet big against subprime mortgages ahead of the 2008 financial crisis, and now he’s betting against office space. He joins Kelly to defend his call. Plus, our market guest has two international AI plays for your portfolio, and one of them has matched Nvidia’s gains YTD! And is the IPO freeze starting to thaw? We’ll debate.

 
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Kyle Bass’ Next Big Bet, Under-The-Radar AI Plays, and A Big Week for IPOs 6/27/23

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