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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

Rhetoric ramps up in trade talks between the U.S. and China. The small cap names to buy now as the Russell 2000 hits an all-time high. Plus, LVMH has its best day in over 20 years.

 
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Trade War Tensions, Big Gains for Small Caps and Luxury Lift 10/15/25

The Mag 7 remains under pressure as AI bubble concerns persist. Big bank earnings kick off. Plus, one crypto watcher says leverage is a "hell of a drug."

 
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AI Bubble Concerns, Bank Earnings Begin and Crypto Sell-Off Continues 10/14/25

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.

 
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OpenAI’s Latest Deal, China Trade Tiff, and Why Tesla’s a “Must-Own” 10/13/25

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.

 
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Tariff Threats Hit Markets 10/10/25

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?

 
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The Odd Commodity Out, LULU Lags and Rare Earths Soar 10/9/25

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.

 
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The Bank of Nvidia, Metal Momentum and Freight's State 10/8/25

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.

 
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The AI Economy, Shutdown hits Housing & Potential Earnings Winners 10/7/25

AMD surges as OpenAI enters another multi-billion dollar partnership, but one venture capitalist is watching for red flags. A technical check on gold as it hits its 42nd record high this year. Plus, can Fannie and Freddie help lower home prices?

 
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AMD's OpenAI partnership, Gold's Record Year, and Trump's Affordability Fix 10/6/25

With the jobs number delayed due to the government shutdown, we dig into alternative data for a read on the economy. Increased competition weighs on betting stocks. Plus, why the newest showgirl is duty-free.

 
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Data Dearth, Gambling Lows and Tariff-Proof Taylor 10/3/25

Semis continue to rally as Nvidia hits an all-time high. FICO shakes up the credit score market. Plus, Jefferies puts three AI chat bots to the test.

 
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AI Bubble Concerns, Bank Earnings Begin and Crypto Sell-Off Continues 10/14/25

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