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1806 episodes

Bond Bull, Un-Freezing Housing, and Under-the-Radar AI Names 10/7/26
07/10/2026 | 44 mins.
The Vice Chairman of Ariel Investments says investors are being adequately paid to hold bonds for the first time in seven years. Can policymakers fix the frozen housing market? Plus, two AI-related names to buy outside the tech sector, as the Nasdaq retreats from record highs.

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Stocks at Record Highs, The Bullish Case for Bonds, and NYC’s AI Safety Push 10/6/26
06/10/2026 | 43 mins.
What’s in store for the fourth quarter as the S&P and Nasdaq both hit record highs. Parametric’s Nisha Patel makes the case for adding duration risk, despite volatile rates. Plus, the NYC Council Speaker says senior leadership from the likes of OpenAI and Meta were unable to answer the most basic questions posed to them at a recent AI hearing.

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A New Normal, From Wall Street to Y’all Street, and “Net” Bets 10/5/26
05/10/2026 | 43 mins.
Economist Stephanie Roth argues 5% rates aren’t restrictive. Why companies like Sunoco and Dillard’s have moved their listings to the Texas Stock Exchange. Plus, our trader bets on the “NET” names in Q4.

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A Jobs Jolt, Mayer’s New Venture, and Can Nike Pick Up the “Pace”? 10/2/26
02/10/2026 | 44 mins.
The economy added fewer jobs than expected in September--we have the first reaction from newly minted Labor Secretary Keith Sonderling, as well as what it means for the path of interest rates. Former Yahoo CEO Marissa Mayer on her new AI startup. Plus, Nike tries to revive its turnaround strategy.

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Under-the-Rader AI Plays, Housing Shift, and Sneaker Softness 10/1/26
01/10/2026 | 44 mins.
Three beaten-down small cap AI names that are ripe for the picking, according to Federated Hermes’ Stephen Denichilo. Is real estate about to become a buyers’ market? Plus, ahead of earnings, Needham says Nike’s path of least resistance is likely the downside.

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About 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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