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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

It’s a big week for econ data, and we’re off to an ugly start with retail sales. Apple has quietly outperformed the rest of the Mag 7 this year, and our analyst says there are reasons to be bullish from here. Plus, why Bitcoin could be getting closer to a bottom.

 
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Retail Sales Stall, Apple Bull Case, and Bitcoin Bottom in Sight? 2/10/26

DA Davidson says Oracle is a 'Buy' on renewed optimism for OpenAI. Melius Research is downgrading Microsoft saying CEO Satya Nadella has "lost the AI narrative." Plus, why Bitcoin could drop to $38K

 
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OpenAI Optimism, Microsoft's AI Malaise, and Bitcoin $38K? 2/9/26

The Dow soars more than 1,000 points, getting within striking distance of 50,000. With Amazon, Meta, and Microsoft lower on capex concerns, but the rest of the Mag 7, chips, and even software rallying after a rough week, we make sense of what's next in the AI trade. Plus, bitcoin climbs back above $70k, but Jefferies sees few bullish indicators when it comes to finding a crypto bottom.

 
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Dow 50k, The Upside-Down AI Trade, and When Will Bitcoin Bottom 2/6/26

Tech's pain is consumer staples' gain, as the mag 7, chips, and software all take hits, while the likes of Coca-Cola and Hershey's hit highs. But, after fresh jobs data disappoints and Revelio Labs says the labor market is now "permanently smaller," is the market action rotation or risk-off? Plus, Bitcoin is on pace for its worst week since November 2022, putting Strategy's crypto hoard underwater.

 
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Out with the New, In with the Old and Crypto Keeps Sliding 2/5/26

The software sell-off continues, but the CEOs of LegalZoom and Box both say AI agents will make those platforms more valuable in the long run. Futurum makes the case for Google as an AI infrastructure utility ahead of earnings. Plus, the potential headwinds on the horizon for Bitcoin.

 
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Software Slump, Alphabet on Deck, and Crypto Cracks 2/4/26

Elon Musk's SpaceX-xAI merger could be the biggest in history, but where does that leave Tesla? Disney names Josh D'Amaro as CEO Bob Iger's successor. Plus, Walmart joins the $1 trillion club.

 
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Musk's Mega Merger, Disney's New CEO, and Walmart's New Milestone 2/3/26

Oracle plans to raise $50 billion to shore up its AI spending, while Nvidia stalls its $100 billion investment into OpenAI. Mizuho says speculative money will move out of metals and into memory stocks. Plus, the partial government shutdown delays the January jobs report.

 
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The AI Daisy Chain, Memory is the New Metals, and a Short Shutdown? 2/2/26

President Donald Trump selects Kevin Warsh as the next Fed chair, leaving investors to wonder which Warsh will show up: the hawk or the dove? Plus, Senator Elizabeth Warren joins us after urging Republicans to not move forward with Warsh's nomination until the DOJ ends its inquiry into Jay Powell.

 
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Warsh Wins, Wall Street's Wary, and Sen. Warren's Warning 1/30/26

Meta shares are surging, but will its big capex spending plans pay off? Tesla trades its Model X and S vehicles for humanoid robots. Plus, can Microsoft play catchup in the AI race?

 
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Meta's Major Momentum, Tesla's Major Pivot, and Microsoft's Major Problem 1/29/26

Why there could be more pain ahead for the dollar. Economist Claudia Sahm says the Fed is in wait-and-see mode as both downside employment risk and inflation cool. Plus, will this earnings season separate the wheat from the chaff when it comes to the Mag 7?

 
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Dollar Destruction, Another Powell Pause, and Tech on Deck 1/28/26

It’s been a wild day of swings in the market. From the Dow being down 1,700 points at the low, to up nearly 900 points at the high, we make sense of one of Wall Street’s most volatile sessions ever 

 
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Volatile Session on Wall Street 4/7/25

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