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The Exchange — Business
The Exchange

“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.

Copyright: © 2023 CNBC

Latest Episodes:

NVIDIA Succession Crisis, Anthropic IPO and AI Chip Scrutiny 11/13/26 Nov 13, 2026

Show notes

November 13, 2026; start time unavailable: Kelly Evans breaks down the market fallout from NVIDIA’s leadership crisis, congressional scrutiny over advanced chips and China, and the ripple effects across AI stocks, Anthropic’s IPO, Microsoft’s outage, crypto and semiconductors. The episode connects Washington, Wall Street and the AI ecosystem as investors weigh succession risk, chip policy, compute demand and market rotation.

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NVIDIA CEO Exit, China Scrutiny and the AI Chip Stock Fallout Nov 12, 2026

Show notes

November 12, 2026; Brian Sullivan breaks down NVIDIA’s leadership crisis after Jensen Wong’s resignation, including Colette Kress stepping in as interim CEO, congressional scrutiny tied to China export controls, and the stock’s sharp selloff. Guests weigh whether NVIDIA’s board, customers and investors can move past the turmoil as oil, Iran and gold add more market uncertainty.

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AI Data Center Risks, Fed Rate Hikes & Energy Plays Nov 11, 2026

Show notes

November 11, 2026; 1p: CNBC’s The Exchange breaks down the AI trade as CoreWeave rallies, NVIDIA faces scrutiny, and investors debate whether data center spending is overbuilt. Guests also weigh in on Fed rate-hike risk, GE Vernova, natural gas, ExxonMobil, and what retail investors should watch next.

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Nvidia Selloff, Fed Hike Odds and AI IPOs Rattle Markets Nov 10, 2026

Show notes

November 10, 2026; 1pm: The Exchange breaks down a market sell-off as hot CPI data and Fed comments boost rate-hike expectations while Nvidia’s slide, Anthropic’s IPO roadshow and AI regulation concerns weigh on tech. Guests also discuss Texas data centers, commodities, CoreWeave and enterprise AI as investors assess whether the AI buildout can withstand higher rates and scrutiny.

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NVIDIA Spy Probe, AI Risks and Market Rally Nov 09, 2026

Show notes

November 9, 2026; 1pm: Kelly Evans covers NVIDIA’s sell-off amid an investigation into Jensen Huang’s alleged relationship with a businesswoman U.S. intelligence agencies say is a Chinese spy, along with the potential fallout for AI, China policy and corporate governance. The episode also tracks the broader market rally, oil’s decline and rising power demand tied to data centers.

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Mary Daly on Rate Hikes, AI Sell-Off and Jobs Friday 11/6/26 Nov 06, 2026

Show notes

November 6, 2026; 1pm: Kelly Evans breaks down a fragile market rebound after a strong jobs report as San Francisco Fed President Mary Daly says inflation remains the Fed’s top priority and more tightening may be needed. The episode also covers the AI sell-off, data center power demand, skilled labor shortages, Oklo’s nuclear roadmap and chip dip-buying.

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AI Stock Sell-Off: Tech Rout, Data Centers and Market Volatility Nov 05, 2026

Show notes

November 5, 2026; 1pm: The Exchange breaks down a severe AI-led market sell-off, with pressure across tech, semiconductors, data centers, neoclouds, financials and volatility. Guests debate whether the rout is a buying opportunity, a policy-driven recalibration, or a warning that AI growth expectations are shifting.

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Midterm Market Rally, AI Data Center Risks and Iran War Fallout 11/4/26 Nov 04, 2026

Show notes

November 4, 2026; 1pm: The Exchange breaks down the post-midterm market rally, with the Dow surging as investors weigh Democratic gains, AI data center policy risks, the Iran war fallout, housing, China, and defense spending. Kelly and guests examine why tech, homebuilders and industrials are moving, and what the results could mean for 2028 and beyond.

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Oil Slides, AI Stocks Rally, Midterm Stakes and Market Rotation 11/3/26 Nov 03, 2026

Show notes

November 3, 2026; 1pm: Kelly Evans breaks down oil’s pullback, renewed strength in AI and memory stocks, and how midterm election uncertainty could shape markets, data centers, and sector leadership. Guests discuss the outlook for Congress, Pfizer’s pipeline, China’s IPO pause, and where investors are finding opportunity beyond mega-cap tech.

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AI Sell-Off, Data Centers and Midterm Market Risks 11/2/26 Nov 02, 2026

Show notes

November 2, 2026; 1pm: The Exchange breaks down the AI stock sell-off, hyperscaler financing concerns, Apple’s agent risk, data center election politics, falling oil prices on Iran peace hopes, and midterm market setups. Kelly and guests examine whether tech can re-rate as free cash flow improves and how state ballot measures could affect municipal credit.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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