“No Cuts, No Problem”, Next Stop: Splitsville, AI Risks vs. Rewards 5/28/24
The Exchange
by CNBC
1d ago
Our strategist says the Fed holding rates higher for longer makes him more bullish on near-term stock prices. He’ll tell us why and give us two names he likes outside of tech. Plus, is the uptick in stock splits a positive sign for the market? We’ll look at how these names typically perform after the split and which companies could be next. And our mystery stock of the day is getting an upgrade, sending shares up 9%. We’ll reveal it and hear from the analyst who says the AI rewards outweigh the risks ..read more
Visit website
Sell-off Bounceback, Duke Energy CEO, 3 Buys & A Bail: Under-the-Radar 5/24/24
The Exchange
by CNBC
5d ago
Was yesterday’s market sell-off a blip or the start of something bigger? We’ll look at how to position your portfolio. Plus, one of the biggest utilities in the country wants the highest electricity users to pay their fair share. We’re joined by the CEO of Duke Energy with what that would look like, and how they’re preparing for a surge in power demand. And don’t miss a special 3 Buys & A Bail “under the radar” edition with KKM’s Jeff Kilburg ..read more
Visit website
July Cut?, Nvidia Halo, Zyn Rewards 5/23/24
The Exchange
by CNBC
5d ago
The market sees the first cut in September, but our economist says you don’t have to wait that long – it’s going to be July. We’ll ask what makes him so confident. Plus, no signs of an AI slowdown. Nvidia crushing it once again, with data center growth up more than 400% from last year. And that’s good news for this company. Nvidia and all the big tech giants are clients. The CEO joins us live ahead. And there are Zyn-fluencers and now there’s a Zyn rewards program. We look at the explosive growth of the tobacco-free nicotine pouches, how Philip Morris International is capitalizing on it, and h ..read more
Visit website
Where to Find Value, Nvidia Earnings & A(I) + Opportunity 5/22/24
The Exchange
by CNBC
1w ago
We didn’t get a recession, but the market’s behaving as though we just came out of one. That’s how our market guest sees it – and he sees opportunity because of it. He’s here to make his case and brings three names he likes from here. Plus, here comes Nvidia. Our trader is watching for a specific level, and she’s prepared to make a move. She’ll tell us what she expects that move to be today. And with Microsoft’s backing, Khan Academy is bringing its AI tutors to teachers across the country for free. Sal Kahn is here, fresh off the stage at Microsoft Build, to tell us how they’ll be using it, a ..read more
Visit website
Microsoft Build & Fed’s Christopher Waller 5/21/24
The Exchange
by CNBC
1w ago
Microsoft’s developer conference is underway with CEO Satya Nadella giving the keynote speech right now. We’ll continue to bring you all the latest headlines from that event as we get them. Plus, the tech-heavy Nasdaq hanging near the flat line after hitting a record high in yesterday’s session. We’re on record close watch for both the Nasdaq and the S&P 500. The Dow meanwhile, is on pace for a second positive day in three. This comes as we’ve heard from five Fed officials so far today, all conveying the same message: the path to 2% will be longer than expected, and bumpy. The first cut is ..read more
Visit website
Case to Raise?, Risky Business, China Auto Threat 5/20/24
The Exchange
by CNBC
1w ago
The consumer is doing just fine, even on the low-end. Two of our guests are making that point today. One of them says they’re taking cuts off the table until at least December, while the other says there’s even a case to be made to raises – not cut – this year. Both are here to explain and tell us how they’re positioning from here. Plus, the “Black Swan” is here to talk AI, Bitcoin, Middle East turmoil, and where he’s seeing the biggest risks. Nassim Taleb join us live to tell us how you can position to protect yourself – and even profit from it. And Wells Fargo says China’s rise to dominate t ..read more
Visit website
Milestone Momentum?, Cranking or Cracking?, & Killer or Catalyst? 5/16/24
The Exchange
by CNBC
1w ago
milestone moment. The Dow just hit 40,000 for the first time ever, but can the bulls keep the momentum going? Our market guest has concerns about the strength of the economy and the consumer. He’s here with what makes him worry, and what he’s buying against this backdrop. Plus, speaking of the consumer, one of our guests is hoping to attract a particular kind. We’ll tell you who, how, and why they’re on this year’s Disruptor 50 list. And speaking of disruption, is ChatGPT’s latest tech a killer or catalyst for language learning companies? The CEO of Duolingo isn’t worried, he’s welcoming it wi ..read more
Visit website
From the Desk of Kelly Evans: The stock market has done even better than you think 5/15/24
The Exchange
by CNBC
2w ago
Kelly explains how many investors have done better over time than they realize ..read more
Visit website
Google’s Big Event, Meme Stocks Return, Travel Spending Boom 5/14/24
The Exchange
by CNBC
2w ago
Google’s annual developers conference is kicking off with some big announcements on the company’s AI initiatives. We’ll bring you the headlines and break down what they mean for the AI race. Plus, meme stocks are back in the spotlight, and we’ve got the charts, the chatter, and the trade on the latest stock market craze. And Mastercard’s new numbers show consumers spending big on travel. We’ll break down the data with Mastercard’s chief economist, Michelle Meyer ..read more
Visit website
From the Desk of Kelly Evans: Why is the Fed so itchy to cut? 5/14/24
The Exchange
by CNBC
2w ago
Kelly explains why the Fed’s battle against inflation is far from over ..read more
Visit website

Follow The Exchange on FeedSpot

Continue with Google
Continue with Apple
OR