The Exchange 9/8/22
Listen to the day's top stories, the must reads & a whole lot more for today's modern investor.
Sep 08, 2022•25 min
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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Episodes
Apple’s Big Event, ‘Boring is Beautiful’, and State of the Consumer 9/7/22
Apple’s product event is kicking off in Cupertino, where Tim Cook is expected to unveil the new iPhone 14 and more. We’ll bring you all the headlines, and look at whether it can spur sales enough to boost the stock. Plus, the Nasdaq is on pace to snap its longest losing streak in 6 years. But our expert says it’s still not time to jump into Tech yet. He’ll explain why he’s sticking with “steady” stocks for now. And, shares of Academy Sports + Outdoors are jumping despite posting lower profits &a...
Sep 07, 2022•45 min
The next Financial Crisis?, The Big Event, and Over$tocked 9/6/22
Could Europe’s energy crisis soon turn into a financial crisis? We’ll tell you why it could, who’s most exposed, and why it might be good news for U.S. companies. Plus, the countdown is on to Apple’s big event. We’ll take a closer look at what to expect, and how to position. And, we’ll talk to the CEO of Trex about how demand has slowed as the home improvement boom subsides, and how he’s managing changing market dynamics after a record run.
Sep 06, 2022•45 min
The Exchange 9/2/22
Listen to the day's top stories, the must reads & a whole lot more for today's modern investor.
Sep 02, 2022•45 min
Wall of Worry, Labor Pains, and Semis, Software & Yoga Pants 9/1/22
Stocks are down for the 5th straight day. The Nasdaq is down more than 8% in that time, and the list of market worries is growing even longer now. We’ll bring you the latest details. Plus, the August jobs report is due out tomorrow. Will the labor market continue to be strong? And what does that mean for the market? We’ll explore. And, we’ll bring you the action, the story and the trade in Broadcom, PagerDuty and Lululemon ahead of results on deck in ‘Earnings Exchange.’
Sep 01, 2022•45 min
Too Far Too Fast, Bullish on Defense, and Data, Deals and Diamonds 8/31/22
Volatile trading in the session, but one investor says the market has fallen too far, too fast. We get the moves he’s making now. The RBC analyst who recently initiated coverage on defense stocks tells us his top pick and what will boost the sector in both the near- and long-terms. Plus, Pure Storage, Five Below, and Signet quarterly results are on deck. We tell you what to watch and how to trade it.
Aug 31, 2022•45 min
Greed vs. Fear, The Energy Whipsaw, and 3 “C’s” 8/30/22
Stocks are lower again today, with all 3 averages on pace to finish August in the red. But one portfolio manager is heeding Warren Buffett’s advice to “be greedy when others are fearful.” He’ll tell us where he’s seeing opportunities. Plus, violent clashes in Iraq, a potential flood of Iranian oil, Germany’s rapid Nat Gas buildup and strong U.S. data are all whipsawing the energy complex. We’ll get the geopolitical implications, and what’s next for prices. And, we’ll bring you the action, the st...
Aug 30, 2022•44 min
Value Investor Goes Tech, Reading the Options Tea Leaves, the Three B’s on Deck 8/29/22
A noted value investor is picking up a pretty expensive chip stock, he tells us why. Options activity reveals the bulls are staying with this year’s top-performing sector, while there’s still no love for one of the laggards. Plus, in Earnings Exchange: is China tech turning around? Can an electronics retailer keep its head above water? And why inventories are a concern for one discounter.
Aug 29, 2022•44 min
Market Sell-off, Stick with Tech?, and 3 Buys & A Bail: Jackson Hole Edition 8/26/22
Fed Chair Jerome Powell delivered a very hawkish speech in Jackson Hole, hinting that a big rate hike could be coming and warning of more pain ahead for the economy. But what exactly does that pain look like? And how should you position your portfolio? We’ll discuss. Plus, Tech stocks are getting hit particularly hard on the prospect of more rate hikes. But one expert says stick with it. He’ll join us to explain why. And, we’ve got a special Jackson Hole Edition of ‘3 Buys & A Bail’ – includ...
Aug 26, 2022•45 min
Doves vs. Hawks, Post-Pandemic Pivots, and a Trip to the Mall in Earnings Exchange 8/25/22
Investors are anxiously awaiting Fed Chair Powell’s big speech at Jackson Hole. Will he signal a slow pivot to a dovish stance? We look at what that would mean for your money. Plus, they were the Pandemic Darlings and now they need to reinvent themselves if they want to survive in a post-pandemic world. We’ll look at three names and who is best positioned for a successful second act. And, three stocks on deck that will give us new clues about the health of the consumer. The key things to watch o...
Aug 25, 2022•46 min
Markets’ Critical Mission, State of Housing, and Peloton’s ‘Prime’ Move 8/24/22
There’s one stock reporting today that could determine where the market is headed next. We’ll give you the name, how to position and where to find value in some beaten-up sectors. Plus, we’re finally seeing home prices start to fall. We’ll look at where, by how much, and what it means for the overall state of the real estate market. And, Peloton is partnering with Amazon to make is products more accessible. Will it be enough to appease investors? We’ll debate.
Aug 24, 2022•45 min
Finding Opportunities, Housing Cracks and Building & Buying 8/23/22
The bears seem to be controlling the market narrative once again. But will they stay in charge? Morgan Stanley says they have one last act to play. We’ll take a look a how long that could be, and where you should turn for opportunities. Plus, as more cracks begin to show in the housing market, one real estate investor says there’s an area of the market that will hold up better than others. He’ll join us to explain. And, we’ll get the latest read on builders when Toll Brothers reports after the b...
Aug 23, 2022•45 min
Dueling Directions, Cashing In on Crypto, and Cloud, Clothes & Calls 8/22/22
The rally continues to fade, with Tech leading the declines. So should you bail on Growth or stick with it? Two big banks have two very different views on what’s next, and we’ll debate them with our strategist. Plus, lots of headlines in the Tech & Crypto spaces today. We’ll bring you the latest moves in Meme stocks, a big winner in the Crypto Craze, and answer the question: will Dragons or Hobbits win the streaming wars? And, we’ll bring you the action, the story and the trade in Palo Alto ...
Aug 22, 2022•45 min
The Inflation Guessing Game, Streaming is Beaming, and 3 Buys & A Bail 8/19/22
As inflation pressures have eased, the Bulls have taken over Wall Street. But one strategist says ‘hold on’ – inflation will be stubbornly persistent, and growth stocks will come back down to Earth. He’ll explain why. Plus, we’ll dig into some of the biggest media headlines of the day, and explain what they could be telling us about where the world of entertainment is heading. Ed Lee of The New York Times joins us. And, Lido Advisors’ Gina Sanchez joins with a Consumer Edition of ‘3 Buys & A...
Aug 19, 2022•45 min
Out of ‘options’?, Ad Ambitions, and Semis, Seeds & Shoes 8/18/22
Has the rally run out of steam? The answer may be ‘yes’ based on what we’re seeing in the Options market. We’ll look at what’s going on, and where the opportunities are right now. Plus, what’s the plan for Apple’s ad ambitions? Who are the winners and losers? And how might it affect iPhone users? We’ll tackle all of these questions and more. And, the earnings parade continues with Deere, Applied Materials and Foot Locker on deck. We’ll bring you the action, the story and the trade in all 3 of th...
Aug 18, 2022•45 min
Is the run done? 8/17/22
Stocks are pulling back today, with the Nasdaq getting hit the hardest. But that’s because it’s had the biggest bounce back. That includes Apple, which is up 32% in just 2 months, and only 5% off its all-time high. But one Technician says its run is done. We’ll debate that take. Plus, we’ll try to make sense of some conflicting economic data, with some signaling ‘recession’ while others show the opposite. How will the Fed react to it all? We’ll explore. And, we’ll bring you the action, the story...
Aug 17, 2022•44 min
Apocalypse (Not) Now?, China's Challenges, and Housing Cracks 8/16/22
Inflation is coming off the boil, the consumer is holding up ok, and the market has been rallying. So that’s all good, right? Maybe not. We’ll look at why and where to find value in case this isn’t the start of a new bull market. Plus, China is trying to revive its economy and jumpstart population growth. But Niall Ferguson warns that growing at all costs could come at a big price. He’ll join us to make his case. And, more cracks are forming on the housing front. We’ll tell you what they are, an...
Aug 16, 2022•44 min
The 2 sides of a rally, Economic Slowdown?, and the Read on Retail 8/15/22
Stocks are pausing today after a huge rally off of the June lows, as Chinese & U.S. economic data both weakened more than expected. Is the market rally durable or not? JPMorgan and Morgan Stanley have differing views, and we’ll get both of their takes. Plus, we’ll examine those signs of weakness in the Chinese economy. We’ll take a hard look at the impact here & abroad. And, two huge retail names report results tomorrow morning. We’ll give you the action, the story and the trade in Walma...
Aug 15, 2022•44 min
Tech Takes Off, Playing the Rally, and Crisis in Europe 8/12/22
The market is on pace to close out its first 4-week winning streak since the peak last September. The Nasdaq is now up 20% from the June lows, and we just got optimistic consumer data. We’ll explore whether the rally can hold. Plus, we’ll get a trader’s take on how to play this rally amid rising rates. And, a historic drought is plaguing Europe, and rivers are so low, ship can’t pass through with food & fuel. We’ll get a live report on this dire situation.
Aug 12, 2022•45 min
Time for a Fed pivot?, Risky Business?, and Cars, Clothes & The Cloud 8/ 11/22
We just got another lighter-than-expected inflation reading. But is it enough for the Fed to change course? And which course would keep the Bulls in charge? We’ll explore. Plus, we’re learning more about the rise – and the risks – of single-stock leverages ETFs. Former Nasdaq CEO Bob Greifeld will join us with his take on them. And, we’ll give you the action, the story and the trade on Rivian, Poshmark and Toast – and how to position on all 3 – ahead of results on deck in Earnings Exchange.
Aug 11, 2022•45 min
CPI-YAY?, Mice, Bees & Geese, and Carter Called It! 8/10/22
The good news: stocks are surging on a lighter-than-expected inflation report. The bad news: we’re seeing the weakest productivity growth for any expansion in post-war history. What does it all mean? We’ll explain. Plus, we’ll bring you the story, the action and the trade in Disney, Bumble and Canada Goose ahead of results on deck in Earnings Exchange. And, Carter Worth called the top for Energy back in May when he went short on the XLE and long on the broader market. He’s closing that position ...
Aug 10, 2022•42 min
Meme Mania returns, the Chips are down, and Crypto, Characters & Casinos 8/9/22
Meme stocks are making a comeback, with Bed Bath & Beyond doubling since August, and AMC Entertainment up 50%. It’s a headache for the shorts, but is this actually a good sign for the markets? And where’s all the cash coming from this time? We’ll explore. Plus, the Chips Act is now signed into law. And yet the Chip stocks are tumbling for a second straight day. We’ll talk to one of the key Senators involved about how soon & how much it will actually help U.S. chip makers. And, some big m...
Aug 09, 2022•45 min
Nvidia’s warning, let the job market rip?, and the inflation situation 8/8/22
Stocks have turned lower, giving up the morning’s big gains even after the S&P hit a key technical level. Is it Nvidia’s fault after it pre-announced a revenue miss for Q2? We’ll explore. Plus, should the Fed just sit back and let the job market rip – or should they hike even more aggressively? We’ll debate which response is right following Friday’s red-hot jobs report. And, the Democrats are close to a historic win on climate and tax hikes with the Inflation Reduction Act. Could it propel t...
Aug 08, 2022•45 min
Big hike ahead?, The Experience Economy, and Mortgage Lender Shakeout? 8/5/22
A big surprise on the labor front, as the July jobs report came in much hotter than expected. So will the Fed ramp up rate hikes to help tame inflation? We’ll explore. Plus, consumers are spending big money on experiences, which helped Live Nation report a record quarter. The President & CFO joins us to discuss consumer trends post-pandemic. And, mortgage lenders have been hit hard by rising interest rates, and now there could be big a shakeout coming in the industry. We’ll bring you the lat...
Aug 05, 2022•50 min
A Tale of Two Consumers, Tech Jobs Toppled, and Apple’s Ad Ambitions 8/4/22
As inflation sits at 40-year highs, the CEOs of Papa John’s and e.l.f. Beauty join us to discuss spending trends they’re seeing, and how it’s impacting their bottom lines. Plus, after holding the top spot for months, Tech hiring has slowed down significantly. So which industry takes the top spot now? The CEO of Recruiter.com joins us to ahead of tomorrow’s big jobs report. And, Needham’s Laura Martin says advertising will big Apple’s next big revenue stream. She joins us to make her case, and ex...
Aug 04, 2022•45 min
Bet on Tech?, China’s Cyber Threat, and Charging & Snacking 8/3/22
Tech is leading the market’s gains today, as investors digest more Fed speak, earnings & economic data. But could the bounce be short-lived? We’ll look at 3 names poised to keep the gains going. Plus, how likely is a cyber attack against the U.S. in response to Speaker Pelosi’s trip to Taiwan? We’ll speak with a cyber security expert who expects China’s response to be “big.” And, we’ll give you the action, the story and the trade in Lucid, Sunrun and Hostess Brands ahead of results on deck i...
Aug 03, 2022•44 min
“Still a long way to go” 8/2/22
Despite coming off the Fed’s second 75 bps rate hike in a row, and just 3 days ahead of the July jobs report, San Francisco Fed President Mary Daly said there’s still “a long way to go” in the fight against inflation. We’ll explore what she says needs to happen. Plus, with inflation at 40-year highs, consumers are searching for any way to save right now. We’ll speak to the CEO of Misfits Market – which offers surplus produce and groceries at a discount – about the trends he’s seeing in the marke...
Aug 02, 2022•45 min
Regionals Rally, Uber on Deck, More Signs of a Cooling Housing Market 8/1/22
Banks historically do well in a rising rate environment, and this time around, regionals are the outperformers. We talk to the CEO of Texas-based Frost Bank about the activity he’s seeing and why he thinks inflation has peaked. And, Uber results are on deck…why share price could double over the next year. Plus, housing data firm Black Knight reporting home price appreciation posted its biggest monthly drop ever in June, what that means for both buyers and sellers.
Aug 01, 2022•44 min
How the Fed Can Stick the Landing, Tech-tonic Shifts, and Time to Buy the Farm? 7/29/22
GDP has contracted for the second straight quarter, but a recession has yet to be officially declared. Are investors focused on the wrong thing—and how should they position now? Amazon, Apple and ads—we parse the big trends in teach earnings and what those results reveal about the economy. And 3 Buys and a Bail: Food Edition. We head to the heartland where one trader is making big bets on agriculture…and shunning one delivery service.
Jul 29, 2022•43 min
Biden on Inflation Reduction Act, Royal Caribbean CEO on Beat, Yellen on US Economy 7/28/22
President Biden takes a victory lap with the surprise legislation from Democratic Senators Manchin and Schumer. Royal Caribbean CEO Jason Liberty discusses his take on second quarter strength, and why travelers are back on the high seas. Plus, Secretary Janet Yellen delivers remarks on the economy from the Treasury Department.
Jul 28, 2022•58 min
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