The Exchange

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The Exchange 8/4/25 Aug 04, 2025

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Listen to the day's top stories, the must reads & a whole lot more for today's modern investor.

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Stocks Sink on Tariffs and Summer Jobs Shock 8/1/25 Aug 01, 2025

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Stocks under pressure after President Trump rejiggers ‘reciprocal’ tariffs on a slew of countries, including a near-immediate 35% tariff on Canada, and July’s jobs report comes in light. We dig into the data and how to position as uncertainty ramps back up.

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Figma Goes Public as Tech Earnings Power the Market to New Highs 7/31/25 Jul 31, 2025

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Design software maker Figma is making its public debut on the NYSE, valued at about $50 billion. We speak with the market maker behind the opening and bring you the first trade. And as tech earnings power the S&P and Nasdaq to new record highs, we look ahead to the next big tech reports, including Apple and Amazon out after the bell on Thursday.

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A Fed Divided, A Cybersecurity Deal, and Zuck’s “Superintelligence” 7/30/25 Jul 30, 2025

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The Federal Reserve the most divided its been in more than 30 years, with two governors expected to dissent in today’s decision amid President Trump’s repeated calls for Chair Powell to lower rates. Palo Alto poised to buy Cyberark. Plus, Meta’s push to create a new category of AI-powered personal assistants.

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Big Tech’s Big Week, Tesla’s New Chip Deal, and Health Care Hammered 7/28/25 Jul 28, 2025

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Four of the Mag 7 names report this week and we’ve got a pair trade ahead of earnings. Tesla signs a $16.5B chip deal with Samsung. Plus, why health care stocks could stay under pressure for longer.

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Countdown to the Fed Decision, Trading Trainwrecks, Market Breakout or Breakdown 7/25/25 Jul 25, 2025

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On the heels of President Trump’s tour of the Federal Reserve yesterday, the FOMC prepares to gather for their rate decision next week. Our market guest says the conditions are right for a cut, but the committee runs the risk of looking like they’re succumbing to pressure from the President. Plus, a number of companies plunging after weak results this week. Our trader looks at the names to hold and the ones to sell. And the recent big moves in tech have investors questioning what comes next: a breakout or a breakdown?

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The View From the C-Suite and Trump’s Historic Fed Visit 4/24/25 Jul 24, 2025

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Tractor Supply stores see 10 times more visitors per year than Disney World, Alaska Air’s recent IT outage will shave 10 cents off third quarter earnings, and bad weather, combined with a slowdown in international visitors, has the owner of the Empire State Building lowering guidance.

Plus, what President Trump’s tour of the Federal Reserve could mean for Chair Powell’s future.

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Berkshire’s Buffett Premium, Bullish on Builders, and the Earnings Trade 7/23/25 Jul 23, 2025

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Should the Buffett premium in Berkshire be there anymore? One long-time shareholder says no, while UBS’ senior insurance analyst says it was never there to begin with. High prices and elevated rats weighing on housing, but the builders are a buy. Plus, the trade on Chipotle, Alphabet, and IBM ahead of their after the bell reports.

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Bessent Doubles Down, Trimming Tech, and Risky Munis 7/22/25 Jul 22, 2025

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NEC Director Larry Lindsey weighs in on Treasury Secretary Bessent’s renewed call for a full review of the Federal Reserve. The old tech stock that’s looking expensive. Plus, with yields under pressure, are muni bonds starting to look risky?

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Delivering Gains, “Just Own Tech,” and the Microstrategy of Ether 7/21/25 Jul 21, 2025

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Bernstein’s bullish on rideshare and delivery ahead of earnings. One health care strategist says we’re in the middle of the worst health care sector trade ever, and he says it’s time to “just own tech.” Plus, the Microstrategy of ether debuts.

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