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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

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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Chips Rally, Credit Score Changes and Battle of the Bots 10/2/25

We break down how the government shutdown could impact everything from the IPO pipeline to home sales. Plus, the important difference between 2013 and 2018 when it comes to returns.

 
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The Shutdown's Impact on Your Money 10/1/25

U.S. Secretary of Energy Chris Wright talks coal and nuclear power. Pfizer strikes a deal with the White House to lower drug prices. Plus, an exclusive look into JPMorgan's big AI plans.

 
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Coal Revival, Discounted Medications and AI in Banking 9/30/25

Tesla hits a 10-month high, EA will be taken private in a $55B deal, and how a government shutdown could impact your money.

 
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Tesla Rallies, EA Goes Private and Government Shutdown Looms 9/29/25

President Trump announcing a new wave of tariffs targeting pharmaceuticals, furniture and trucks. The U.S. has 'big time' momentum in its rare earths buildout, according to Canaccord. Plus, how a government shutdown could cost the travel industry billions.

 
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New Tariffs, the U.S. Push for Key Metals, and Countdown to Shutdown 9/26/25

David Faber has new reporting on who will control TikTok's future in the U.S. Private equity firms struggle to deploy capital. And is OpenAI's massive spending sustainable?

 
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TikTok's U.S. Investors, Private Equity Falters and OpenAI Continues Spending 9/25/25

Kelly explains what Helen of Troy’s weak earnings reports means for the state of the broader economy. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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From the Desk of Kelly Evans: The fall of Troy 7/11/24

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