OpenAI’s Latest Deal, China Trade Tiff, and Why Tesla’s a “Must-Own” 10/13/25
OpenAI reinforces its AI moat with a Broadcom deal. What’s next in America’s trade war with China after Pres. Trump threatened new tariffs. Plus, Melius calls Tesla a “must-own” stock. 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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Tariff Threats Hit Markets 10/10/25
Stocks, bonds, and the dollar slide as President Trump threatens "massive" tariff hikes on China. We break down the impact on tech, energy and whether you should buy the dip. 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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The Odd Commodity Out, LULU Lags and Rare Earths Soar 10/9/25
Gold, silver and copper all hitting new highs, but one commodity has yet to participate in the rally. Lululemon's founder says the company is in a nosedive. Plus, could the government take a stake in another rare earths company? 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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The Bank of Nvidia, Metal Momentum and Freight's State 10/8/25
Nvidia lending billions to OpenAI, xAI and CoreWeave...is the company now propping up demand for its own products? The trade on precious metals as gold and silver both hit new highs. Plus, the state of freight is not that great. 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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The AI Economy, Shutdown hits Housing & Potential Earnings Winners 10/7/25
Box CEO Aaron Levie on partnering with OpenAI. Real estate gets hit by the government shutdown. Plus, three non-AI names that could pop on earnings. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
"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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