# The Exchange

Page: https://stenobird.com/podcast/the-exchange-431205
Text version: https://stenobird.com/podcast/the-exchange-431205.md
RSS feed: https://feeds.simplecast.com/tc4zxWgX
Official site: https://www.cnbc.com
Author: CNBC
Episodes: 1758

## Resource

"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.

## Machine-readable

JSON: https://stenobird.com/v1/public/podcasts/the-exchange-431205
Markdown: https://stenobird.com/podcast/the-exchange-431205.md

## Episodes
- [Countdown to the Fed Decision 7/29/26](https://stenobird.com/podcast/the-exchange-431205/countdown-to-the-fed-decision-7-29-26) — 2026-07-29T18:17:03+00:00
- [Zelenskyy and Netanyahu in DC, A Memory Shift, and a Stealth AI MVP?   7/28/26](https://stenobird.com/podcast/the-exchange-431205/zelenskyy-and-netanyahu-in-dc-a-memory-shift-and-a-stealth-ai-mvp-7-28-26) — 2026-07-28T19:04:23+00:00
- [Big Tech’s Big Week, Time for Some A.I.R (AI regulators), and a China Chip Debut 7/27/26](https://stenobird.com/podcast/the-exchange-431205/big-tech-s-big-week-time-for-some-a-i-r-ai-regulators-and-a-china-chip-debut-7-27-26) — 2026-07-27T18:16:24+00:00
- [Semis Suffer, Capex Concerns Crop Up, and Bullish Bets 7/24/26](https://stenobird.com/podcast/the-exchange-431205/semis-suffer-capex-concerns-crop-up-and-bullish-bets-7-24-26) — 2026-07-24T18:33:58+00:00
- [Tech Trashed and Rising Risks 7/23/26](https://stenobird.com/podcast/the-exchange-431205/tech-trashed-and-rising-risks-7-23-26) — 2026-07-23T18:51:15+00:00
- [John Paulson Stays Gold, Alphabet After the Bell, and the Hugging Face Hack 7/22/26](https://stenobird.com/podcast/the-exchange-431205/john-paulson-stays-gold-alphabet-after-the-bell-and-the-hugging-face-hack-7-22-26) — 2026-07-22T18:24:53+00:00
- [No TAM Troubles, The Debt Debate, and a Defense Deficit 7/21/26](https://stenobird.com/podcast/the-exchange-431205/no-tam-troubles-the-debt-debate-and-a-defense-deficit-7-21-26) — 2026-07-21T18:55:29+00:00
- [Big Tech on Deck, Congress’ Midterm To-Do List, and Cyclospora Outbreak 7/20/26](https://stenobird.com/podcast/the-exchange-431205/big-tech-on-deck-congress-midterm-to-do-list-and-cyclospora-outbreak-7-20-26) — 2026-07-20T18:20:31+00:00
- [China’s New AI Model, Tap-to-Pay Troubles, and Underdog Plays the Field 7/17/26](https://stenobird.com/podcast/the-exchange-431205/china-s-new-ai-model-tap-to-pay-troubles-and-underdog-plays-the-field-7-17-26) — 2026-07-17T18:57:48+00:00
- [Nibbling at Nvidia, Building Backlash, and Korea’s Volatility Curb 7/16/26](https://stenobird.com/podcast/the-exchange-431205/nibbling-at-nvidia-building-backlash-and-korea-s-volatility-curb-7-16-26) — 2026-07-16T18:28:35+00:00
- [The Exchange 7/15/26](https://stenobird.com/podcast/the-exchange-431205/the-exchange-7-15-26) — 2026-07-15T19:04:11+00:00
- [Kevin Warsh Testifies, IBM’s Warning, and the Incredible Shrinking AI Model 7/14/26](https://stenobird.com/podcast/the-exchange-431205/kevin-warsh-testifies-ibm-s-warning-and-the-incredible-shrinking-ai-model-7-14-26) — 2026-07-14T18:44:36+00:00
- [Oil Climbs on Hormuz Tensions, Apple’s OpenAI Lawsuit, and Earnings Season Eve 7/13/26](https://stenobird.com/podcast/the-exchange-431205/oil-climbs-on-hormuz-tensions-apple-s-openai-lawsuit-and-earnings-season-eve-7-13-26) — 2026-07-13T18:30:36+00:00
- [SK Hynix's US Debut, Bring Back the Blockade, and a Water Break Boost  7/10/26](https://stenobird.com/podcast/the-exchange-431205/sk-hynix-s-us-debut-bring-back-the-blockade-and-a-water-break-boost-7-10-26) — 2026-07-10T18:34:31+00:00
- [‘ROC’-ing the AI Trade, JetBlue Founder on Airlines, and a Chips Pair Trade 7/9/26](https://stenobird.com/podcast/the-exchange-431205/roc-ing-the-ai-trade-jetblue-founder-on-airlines-and-a-chips-pair-trade-7-9-26) — 2026-07-09T18:07:56+00:00
- [Trump's Meeting with Zelensky, The Chips Trade 7/8/26](https://stenobird.com/podcast/the-exchange-431205/trump-s-meeting-with-zelensky-the-chips-trade-7-8-26) — 2026-07-08T19:03:04+00:00
- [Bulls on Course, Valley of the Deals, and CNBC Investigates 7/7/26](https://stenobird.com/podcast/the-exchange-431205/bulls-on-course-valley-of-the-deals-and-cnbc-investigates-7-7-26) — 2026-07-07T18:55:15+00:00
- [Rotation Nation, AI in the Classroom, and Betting’s Soccer Boost 7/6/26](https://stenobird.com/podcast/the-exchange-431205/rotation-nation-ai-in-the-classroom-and-betting-s-soccer-boost-7-6-26) — 2026-07-06T18:23:19+00:00
- [Bringing Back the Barbell, OpenAI’s Government Proposal, and Winter is Ending 7/2/26](https://stenobird.com/podcast/the-exchange-431205/bringing-back-the-barbell-openai-s-government-proposal-and-winter-is-ending-7-2-26) — 2026-07-02T18:24:19+00:00
- [A More Opaque Fed, AI’s Strange Bedfellows, and “Less Screaming. More Streaming!”  7/1/26](https://stenobird.com/podcast/the-exchange-431205/a-more-opaque-fed-ai-s-strange-bedfellows-and-less-screaming-more-streaming-7-1-26) — 2026-07-01T18:33:41+00:00
- [Hold Off on Hikes, Deals in the Driver’s Seat, and Luxury Lodging 6/30/26](https://stenobird.com/podcast/the-exchange-431205/hold-off-on-hikes-deals-in-the-driver-s-seat-and-luxury-lodging-6-30-26) — 2026-06-30T18:08:36+00:00
- [Another Comcast Spinoff, AI Spending Risks, and Drill Down on Dislocations 6/29/26](https://stenobird.com/podcast/the-exchange-431205/another-comcast-spinoff-ai-spending-risks-and-drill-down-on-dislocations-6-29-26) — 2026-06-29T18:44:54+00:00
- [OpenAI Unveils GPT 5.6 Models, The Bearish Case for Micron 6/26/26](https://stenobird.com/podcast/the-exchange-431205/openai-unveils-gpt-5-6-models-the-bearish-case-for-micron-6-26-26) — 2026-06-26T20:12:00+00:00
- [CNBC @ Cboe: Live from Chicago 6/25/26](https://stenobird.com/podcast/the-exchange-431205/cnbc-cboe-live-from-chicago-6-25-26) — 2026-06-25T18:27:09+00:00
- [Memory’s Micron Moment, Congressional Clash, and Just a June Swoon? 6/24/26](https://stenobird.com/podcast/the-exchange-431205/memory-s-micron-moment-congressional-clash-and-just-a-june-swoon-6-24-26) — 2026-06-24T18:53:57+00:00
- [Fading Memory, Retail Renaissance, and Standby on SpaceX 6/23/26](https://stenobird.com/podcast/the-exchange-431205/fading-memory-retail-renaissance-and-standby-on-spacex-6-23-26) — 2026-06-23T19:06:32+00:00
- [The Fractured Tech Trade, Memory Momentum, and remembering Alan Greenspan 6/22/26](https://stenobird.com/podcast/the-exchange-431205/the-fractured-tech-trade-memory-momentum-and-remembering-alan-greenspan-6-22-26) — 2026-06-22T18:29:59+00:00
- [Apple Price Hike, Oil Prices Fall on Iran Agreement, and a SpaceX Bear 6/18/26](https://stenobird.com/podcast/the-exchange-431205/apple-price-hike-oil-prices-fall-on-iran-agreement-and-a-spacex-bear-6-18-26) — 2026-06-18T19:03:40+00:00
- [Special Coverage: Kevin Warsh’s First Rate Decision as Fed Chairman 6/17/26](https://stenobird.com/podcast/the-exchange-431205/special-coverage-kevin-warsh-s-first-rate-decision-as-fed-chairman-6-17-26) — 2026-06-17T18:21:19+00:00
- [Iran Peace Framework, Tech Takes Off, and Investing in World Cup Infrastructure 6/15/26](https://stenobird.com/podcast/the-exchange-431205/iran-peace-framework-tech-takes-off-and-investing-in-world-cup-infrastructure-6-15-26) — 2026-06-15T18:36:57+00:00
- [SpaceX Soars in Trading Debut 6/12/26](https://stenobird.com/podcast/the-exchange-431205/spacex-soars-in-trading-debut-6-12-26) — 2026-06-12T18:25:32+00:00
- [The Exchange 6/11/26](https://stenobird.com/podcast/the-exchange-431205/the-exchange-6-11-26) — 2026-06-11T19:01:14+00:00
- [Markets Ready for SpaceX IPO, Proposals for Prediction Markets, and The Big Business of the Knicks 6/10/26](https://stenobird.com/podcast/the-exchange-431205/markets-ready-for-spacex-ipo-proposals-for-prediction-markets-and-the-big-business-of-the-knicks-6-10-26) — 2026-06-10T18:38:38+00:00
- [Wild Stock Swings, The “K” Comes for Housing, and The Evolving Capex Trade 6/9/26](https://stenobird.com/podcast/the-exchange-431205/wild-stock-swings-the-k-comes-for-housing-and-the-evolving-capex-trade-6-9-26) — 2026-06-09T18:31:43+00:00
- [Apple’s Big Announcements, The Bull Case for Chips, and Under-the-Radar AI Plays  6/8/26](https://stenobird.com/podcast/the-exchange-431205/apple-s-big-announcements-the-bull-case-for-chips-and-under-the-radar-ai-plays-6-8-26) — 2026-06-08T18:22:50+00:00
- [The Exchange 6/5/26](https://stenobird.com/podcast/the-exchange-431205/the-exchange-6-5-26) — 2026-06-05T19:01:50+00:00
- [The Exchange 6/4/26](https://stenobird.com/podcast/the-exchange-431205/the-exchange-6-4-26) — 2026-06-04T19:01:13+00:00
- [The Exchange 6/3/26](https://stenobird.com/podcast/the-exchange-431205/the-exchange-6-3-26) — 2026-06-03T19:01:54+00:00
- [The Exchange 6/2/26](https://stenobird.com/podcast/the-exchange-431205/the-exchange-6-2-26) — 2026-06-02T18:27:14+00:00
- [The Exchange 6/1/26](https://stenobird.com/podcast/the-exchange-431205/the-exchange-6-1-26) — 2026-06-01T19:03:51+00:00
- [“Dude, You’re Getting a Dell,” A Hiccup for the Space Race & A Dot-Com Moment without the Bubble 5/29/26](https://stenobird.com/podcast/the-exchange-431205/dude-you-re-getting-a-dell-a-hiccup-for-the-space-race-a-dot-com-moment-without-the-bubble-5-29-26) — 2026-05-29T18:37:32+00:00
- [Semis Outperforming Mag 7, Warsh’s First Move, SpaceX IPO Impact on Markets 5/28/26](https://stenobird.com/podcast/the-exchange-431205/semis-outperforming-mag-7-warsh-s-first-move-spacex-ipo-impact-on-markets-5-28-26) — 2026-05-28T18:41:37+00:00
- [The $1T Club, Cyber the New Semi & A Potential Rate Hike 5/27/26](https://stenobird.com/podcast/the-exchange-431205/the-1t-club-cyber-the-new-semi-a-potential-rate-hike-5-27-26) — 2026-05-27T18:51:18+00:00
- [Micron’s $1T Move, Pope Leo’s AI Warning, Knicks Win & Potential Spin(off) 5/26/26](https://stenobird.com/podcast/the-exchange-431205/micron-s-1t-move-pope-leo-s-ai-warning-knicks-win-potential-spin-off-5-26-26) — 2026-05-26T18:40:57+00:00
- [Warsh sworn in as Fed Chair, OpenAI’s IPO Plans, “Chip mania” still intact? 5/22/26](https://stenobird.com/podcast/the-exchange-431205/warsh-sworn-in-as-fed-chair-openai-s-ipo-plans-chip-mania-still-intact-5-22-26) — 2026-05-22T18:26:10+00:00
- [The Nvidia Read-Through, Bond Market Headwinds, Government’s Quantum Leap  5/21/26](https://stenobird.com/podcast/the-exchange-431205/the-nvidia-read-through-bond-market-headwinds-government-s-quantum-leap-5-21-26) — 2026-05-21T18:19:47+00:00
- [Not Hot on Nvidia, Public Offering Parade & Hundred-Point Hike? 5/20/26](https://stenobird.com/podcast/the-exchange-431205/not-hot-on-nvidia-public-offering-parade-hundred-point-hike-5-20-26) — 2026-05-20T18:27:47+00:00
- [The Global Bond Rout, The Solo Sell on Nvidia, and Google’s New AI Agent 5/19/26](https://stenobird.com/podcast/the-exchange-431205/the-global-bond-rout-the-solo-sell-on-nvidia-and-google-s-new-ai-agent-5-19-26) — 2026-05-19T18:23:30+00:00
- [Court Rules Against Musk in Legal Battle with Sam Altman, OpenAI 5/18/26](https://stenobird.com/podcast/the-exchange-431205/court-rules-against-musk-in-legal-battle-with-sam-altman-openai-5-18-26) — 2026-05-18T18:23:21+00:00
- [The Exchange 5/15/26](https://stenobird.com/podcast/the-exchange-431205/the-exchange-5-15-26) — 2026-05-15T19:06:41+00:00
- [Cerebras Opens for Trading, A Midterm Misstep, and Crypto Clarity 5/14/26](https://stenobird.com/podcast/the-exchange-431205/cerebras-opens-for-trading-a-midterm-misstep-and-crypto-clarity-5-14-26) — 2026-05-14T20:17:10+00:00
- [The Exchange 5/13/26](https://stenobird.com/podcast/the-exchange-431205/the-exchange-5-13-26) — 2026-05-13T19:01:25+00:00
- [Bubble Babble, Memory Mayhem, and a Spring Swing 5/12/26](https://stenobird.com/podcast/the-exchange-431205/bubble-babble-memory-mayhem-and-a-spring-swing-5-12-26) — 2026-05-12T18:32:07+00:00
- [Dotcom Do-Over?, Nadella Takes the Stand, and The Sleeper in Semis 5/11/26](https://stenobird.com/podcast/the-exchange-431205/dotcom-do-over-nadella-takes-the-stand-and-the-sleeper-in-semis-5-11-26) — 2026-05-11T18:26:06+00:00
- [Two Rate Hikes, Tensions Ahead of China Summit, and AI Economic Distortions 5/8/26](https://stenobird.com/podcast/the-exchange-431205/two-rate-hikes-tensions-ahead-of-china-summit-and-ai-economic-distortions-5-8-26) — 2026-05-08T19:00:54+00:00
- [Whirlpool's Recession Warning, A Spending Split, and the Burger Battle 5/7/26](https://stenobird.com/podcast/the-exchange-431205/whirlpool-s-recession-warning-a-spending-split-and-the-burger-battle-5-7-26) — 2026-05-07T18:40:10+00:00
- [Semiconductors Soar, Apple's AI Fumble, and Former FDIC Chair Bair 5/6/26](https://stenobird.com/podcast/the-exchange-431205/semiconductors-soar-apple-s-ai-fumble-and-former-fdic-chair-bair-5-6-26) — 2026-05-06T19:29:13+00:00
- [Running of the Bulls, In-Home Data Centers, and Citadel's Ken Griffin 5/5/26](https://stenobird.com/podcast/the-exchange-431205/running-of-the-bulls-in-home-data-centers-and-citadel-s-ken-griffin-5-5-26) — 2026-05-05T18:29:06+00:00
- [Risks to the Rally, Scoring Berkshire's Abel, and Wyndham's Win 5/4/26](https://stenobird.com/podcast/the-exchange-431205/risks-to-the-rally-scoring-berkshire-s-abel-and-wyndham-s-win-5-4-26) — 2026-05-04T18:21:39+00:00
- [Memory’s Moat, Tech’s Role in Recent Highs, and Shrugging Of $100 Oil 5/1/26](https://stenobird.com/podcast/the-exchange-431205/memory-s-moat-tech-s-role-in-recent-highs-and-shrugging-of-100-oil-5-1-26) — 2026-05-01T18:51:14+00:00
- [Apple's AI Problem, "Save the Shire," and Caterpillar Crushes 4/30/26](https://stenobird.com/podcast/the-exchange-431205/apple-s-ai-problem-save-the-shire-and-caterpillar-crushes-4-30-26) — 2026-04-30T18:43:12+00:00
- [Fed Decision, Memory Momentum, and Mag 7 on Deck 4/29/26](https://stenobird.com/podcast/the-exchange-431205/fed-decision-memory-momentum-and-mag-7-on-deck-4-29-26) — 2026-04-29T18:44:06+00:00
- [OpenAI's Viability, UAE to Exit OPEC, and Climbing Consumer Costs 4/28/26](https://stenobird.com/podcast/the-exchange-431205/openai-s-viability-uae-to-exit-opec-and-climbing-consumer-costs-4-28-26) — 2026-04-28T19:11:55+00:00
- [Big Tech on Deck, Musk vs. OpenAI, and Cardiac Drug Breakthroughs 4/27/26](https://stenobird.com/podcast/the-exchange-431205/big-tech-on-deck-musk-vs-openai-and-cardiac-drug-breakthroughs-4-27-26) — 2026-04-27T18:41:37+00:00
- [DOJ Drops Powell Probe, Big Tech on Deck, and Intel's Gain, AMD's...Gain? 4/24/26](https://stenobird.com/podcast/the-exchange-431205/doj-drops-powell-probe-big-tech-on-deck-and-intel-s-gain-amd-s-gain-4-24-26) — 2026-04-24T18:59:27+00:00
- [Debunking Oil Myths, the New Gamestop?, and Saving Spirit 4/23/26](https://stenobird.com/podcast/the-exchange-431205/debunking-oil-myths-the-new-gamestop-and-saving-spirit-4-23-26) — 2026-04-23T18:50:43+00:00
- [Tech Still Cheap, SpaceX's $60B Deal, and Google's Enterprise Fight 4/22/26](https://stenobird.com/podcast/the-exchange-431205/tech-still-cheap-spacex-s-60b-deal-and-google-s-enterprise-fight-4-22-26) — 2026-04-22T18:33:41+00:00
- [Apple's Turnover, Warsh Gets Grilled, and Airline Indigestion 4/21/26](https://stenobird.com/podcast/the-exchange-431205/apple-s-turnover-warsh-gets-grilled-and-airline-indigestion-4-21-26) — 2026-04-21T18:46:39+00:00
- [The Exchange 4/20/26](https://stenobird.com/podcast/the-exchange-431205/the-exchange-4-20-26) — 2026-04-20T19:12:38+00:00
- [Markets Rally, Airlines Soar, and Oracle Bounces Back 4/17/26](https://stenobird.com/podcast/the-exchange-431205/markets-rally-airlines-soar-and-oracle-bounces-back-4-17-26) — 2026-04-17T18:36:49+00:00
- [Markets' Seismic Shifts, SanDisk's Surge, and 2026's Biggest IPO 4/16/26](https://stenobird.com/podcast/the-exchange-431205/markets-seismic-shifts-sandisk-s-surge-and-2026-s-biggest-ipo-4-16-26) — 2026-04-16T18:39:24+00:00
- [Meta's AI Ambitions, JPMorgan's Airline Warning, and the "Ultimate Contrarian Trade" 4/15/26](https://stenobird.com/podcast/the-exchange-431205/meta-s-ai-ambitions-jpmorgan-s-airline-warning-and-the-ultimate-contrarian-trade-4-15-26) — 2026-04-15T18:44:52+00:00
- [Software Earnings Set-Up, Big Banks' Big Issues, and Iran Peace Talks Latest 4/14/26](https://stenobird.com/podcast/the-exchange-431205/software-earnings-set-up-big-banks-big-issues-and-iran-peace-talks-latest-4-14-26) — 2026-04-14T18:51:18+00:00
- [U.S. Blockade, China's Role in Iran, and Bank Earnings Underway 4/13/26](https://stenobird.com/podcast/the-exchange-431205/u-s-blockade-china-s-role-in-iran-and-bank-earnings-underway-4-13-26) — 2026-04-13T18:48:33+00:00
- [Washington's AI Warning, Sentiment Slump, and The "Least Ceasefire Ceasefire" 4/10/26](https://stenobird.com/podcast/the-exchange-431205/washington-s-ai-warning-sentiment-slump-and-the-least-ceasefire-ceasefire-4-10-26) — 2026-04-10T19:07:11+00:00
- [Ceasefire Under Pressure, The Fed's Next Move, and Tokenmaxxing 4/9/26](https://stenobird.com/podcast/the-exchange-431205/ceasefire-under-pressure-the-fed-s-next-move-and-tokenmaxxing-4-9-26) — 2026-04-09T19:00:51+00:00
- [Oil Slips, Stocks Rally & a Rate Cut is back in Play 4/8/26](https://stenobird.com/podcast/the-exchange-431205/oil-slips-stocks-rally-a-rate-cut-is-back-in-play-4-8-26) — 2026-04-08T18:35:35+00:00
- [Iran Deadline Looms, Under-Priced Oil Risk, and Opportunities in Semis 4/7/26](https://stenobird.com/podcast/the-exchange-431205/iran-deadline-looms-under-priced-oil-risk-and-opportunities-in-semis-4-7-26) — 2026-04-07T18:33:27+00:00

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