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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

Chip stocks, including Nvidia, Intel, Micron, Qualcomm and AMD, are sitting near record highs and fueling concerns of a 1999 repeat. One Korean policymaker’s suggestion of paying citizens an AI “dividend” throws the memory trade into temporary disarray. Plus, home prices post their strongest monthly gain in nearly two years. 

 
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Bubble Babble, Memory Mayhem, and a Spring Swing 5/12/26

The run-up in tech has Dan Niles remembering like it’s 1999, but he says the rally “has at least one more great year.” Microsoft’s Satya Nadella takes the stand in the Musk vs. Altman trial. Plus, the under-the-radar chip company UBS says is “the fastest grower” in the space. 

 
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Dotcom Do-Over?, Nadella Takes the Stand, and The Sleeper in Semis 5/11/26

KPMG's Diane Swonk makes the case for two rate hikes this year. The Iran war could make for an acrimonious meeting between President Trump and China's Xi next week. Plus, the Wall Street Journal's Greg Ip writes AI is "distorting practically everything about the economy."

 
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Two Rate Hikes, Tensions Ahead of China Summit, and AI Economic Distortions 5/8/26

Whirlpool sinks on disappointing results, and management says the Iran war triggered a recession-level industry decline. New signs the K-shaped is widening. Plus, McDonald's stays afloat while Shake Shack stumbles.

 
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Whirlpool's Recession Warning, A Spending Split, and the Burger Battle 5/7/26

Bernstein joins the AMD bandwagon after shares surge on earnings. Apple's R&D spend rises as it tries to catch up in the AI race. Plus, former FDIC chair Shiela Bair talks Warsh, banks, and new children's book, "How Not To Lose A Million Dollars."

 
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Semiconductors Soar, Apple's AI Fumble, and Former FDIC Chair Bair 5/6/26

With the Nasdaq and the Russell at fresh highs, Carson Group's Ryan Detrick says there may still be several years left of the bull market. One company is teaming up with Nvidia to build mini data centers that can be attached to residential homes. Plus, an exclusive interview with Citadel founder and CEO Ken Griffin.

 
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Running of the Bulls, In-Home Data Centers, and Citadel's Ken Griffin 5/5/26

Strong earnings pushing stocks to record highs despite high oil prices, can the rally keep running? Scoring Greg Abel's first time at the helm of Berkshire's Annual Meeting. Plus, the case for Wyndham Hotels & Resorts as a stealth AI beneficiary.

 
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Risks to the Rally, Scoring Berkshire's Abel, and Wyndham's Win 5/4/26

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

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

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