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The Exchange

CNBC

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Último episódio

1658 episódios

Private Credit Concerns, OpenAI's Record Round, and Paramount Wins Warner Bros. 2/27/26
27/02/2026 | 43min
Problems are piling up on private equity and credit lenders, and it's spreading to the banks. OpenAI closed a $110 billion fundraising round, rocketing the company's valuation to $730 billion. Plus, the bid for Warner Bros. Discover finally ends with Paramount as the victor, but Wolfe Research says Netflix wins anyway.

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Next for Nvidia, "AI-washing," and a Software Bounce? 2/26/26
26/02/2026 | 41min
Nvidia is on pace for its worst day since last April, but Deepwater Asset Management is staying bullish. More than 50,000 layoffs were tied to AI in 2025, but are companies merely using it as a scapegoat for job cuts? Plus, the software stocks Raymond James says are poised for short-term bounce.

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Nvidia After the Bell, Crypto Relief, and the State of The Union 2/25/26
25/02/2026 | 44min
Wedbush calls Nvidia the leader in the AI revolution ahead of earnings. Circle surges on strong results, but Mizuho says it's facing two major headwinds. Plus, what President Trump said, and didn't say, in his State of The Union address.

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Meta & AMD Team Up, Bearish on Banks, and FedEx's Tariff Suit 2/24/26
24/02/2026 | 37min
Meta striking a massive deal with AMD, but should Meta be in the chips business? Financials post their worst day since last April, and one technician says the slump will continue. Plus, FedEx is taking the Trump administration to court.

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Tariff Turmoil, Software Sell-Off, and the Old Economy's Revenge 2/23/26
23/02/2026 | 43min
The Supreme Court struck down Trump's tariffs, but the president is warning countries to not back off from trade deals. Further AI disruption could lead to another round of software destruction. Plus, Carlyle's Jeff Currie breaks down the other capex cycle quietly brewing.

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Sobre 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.

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