The Exchange

President Trump directs GSEs to buy $200B in mortgage bonds, will it help lower rates? Oil Executives meet at the White House to discuss what’s next in Venezuela. Plus, Meta’s big bet on nuclear power.

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President Trump proposing new restrictions on corporate landlords and defense companies. S&P Global sees a copper shortage in the near-future. Plus, the structural shift happening in the labor market.

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A bearish strategist emerges as the Dow and S&P 500 both hit record highs. Memory chips are on a tear as Nvidia's CEO calls it a "completely underserved market." Plus, defense climbs to an all-time high amid geopolitical tensions.

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The VanEck Semiconductor ETF hits its third straight all-time high. Why the “death of crypto” was greatly exaggerated. How Google might be undercutting the robotics part of Tesla’s valuation case.

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Following the U.S. military strike in Venezuela, we break down the effects on stocks, geopolitics and oil prices. AI takes center stage as the Consumer Electronics Show kicks off in Las Vegas. Plus, Goldman Sachs issues a bullish call on a crypto company.

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A decline in Tesla deliveries allows a rival to become the world's top EV seller. Furniture stocks surge after President Trump delays a tariff hike. Plus, will the Dow stocks with the highest dividend yields continue to outperform in 2026?

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As 2025 wraps, we break down the year's top market drivers. Biotech deals dominated the sector, will the M&A momentum continue in 2026? Plus, it's the end of an era for Berkshire Hathaway as Warren Buffett steps down.

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Listen to the day's top stories, the must reads & a whole lot more for today's modern investor.

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The Mag 7 is no longer a monolith. Bitcoin has pulled back 30 percent since hitting an all-time high in October, will it continue to slide? Plus, a key housing metric hits the highest level in nearly three years.

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Nvidia strikes a $20B deal with Groq. China imposes sanctions on 20 U.S. defense-related companies. Plus, as holiday shopping wraps up, returns are just beginning.

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Nvidia reportedly stops testing Intel’s production process to manufacture advanced chips. A retail analyst checks in from his last-minute shopping trip to the mall. Plus, how grocery chain Stew Leonard’s is leveraging AI as inflation sticks around.  

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Listen to the day's top stories, the must reads & a whole lot more for today's modern investor.

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With the Nasdaq 100 turning positive in December, we debate whether the AI trade is back. Fast Money trader Tim Seymour’s two nice stocks, and the name on his naughty list. Plus, the discounter Loop Capital says can “comp the comps” in 2026. 

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Christmas & A New Player in Predictions
Description: Over $7 trillion of options expire today-- the largest expiration ever. Retailers are coming to the rescue in the last-minute holiday shopping rush. Plus, DraftKings CEO Jason Robins joins us as the gambling giant enters prediction markets.

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Listen to the day's top stories, the must reads & a whole lot more for today's modern investor.

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As Medlife opens at $6/share above its IPO price, we break down the big offerings to watch in 2026. The Warner Bros. Discovery Board unanimously votes to reject Paramount's hostile bid in favor of Netflix's offer. Plus, the fintech company that's expanding its prediction market offerings.

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We break down the differences between the leading contenders for the next Fed chair. Medline's IPO will be the biggest since 2021. Plus, Instagram launches a new app for TV.

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The low P/E stocks our strategist says will benefit from the rotation. It’s ‘Game of Thrones’  for the media stocks, and Wedbush’s Dan Ives says 2026 will be a ‘Monster Year’ for Tesla.

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Broadcom, Oracle and Intel shares all lower this week as AI bubble fears continue. Homebuilder ETF XHB is underperforming the broader market, but one guest thinks 2026 will be a better year for housing. Plus, Elon Musk confirms that SpaceX will go public, which could be the largest IPO ever.

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OpenAI announces a new ChatGPT model and gets a $1 billion investment with Disney. Bitcoin is down 20% in the past 3 months, but the CEO of Bitwise is playing the long game. Plus, Rivian launches autonomous driving on an in-house chip.

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The Federal Reserve is expected to deliver its third straight interest rate cut in its last meeting of 2025. We break down the impact on markets, the economy and tech financing ahead of Oracle's earnings.

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Why Netflix buying Warner Brothers Discovery is a bad idea, why we could be in for another DeepSeek moment, and the stocks to buy ahead of the Fed decision.

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Paramount launches an all-cash offer for Warner Bros. Discovery just days after losing to Netflix in the bidding war. A look into Berkshire's next chapter as Buffett's CEO tenure comes to a close. Plus, sellers are taking their homes off the market at a record rate.

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Meta slashes its metaverse budget after its Reality Labs unit loses $70B in four years. Jobless claims hit their lowest level in three years, but alternative data paints a different labor market picture. Plus, JPMorgan's homebuilder haves and have-nots heading into 2026.

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Fresh AI concerns getting trumped by weak jobs data fueling rate cut hopes. Two top stock picks with one common denominator. Plus, why the bottom for Bitcoin may not be in, and a pullback is a buying opportunity.

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OpenAI’s Sam Altman issues a ‘Code Red’ as Google threatens the company’s lead. Bitcoin bounces back from its worst day since March, but can you trust the comeback? Plus, Amazon just upped the ante in the food delivery wars.

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Kelly Evans is back in the anchor chair, and while investors are clamoring about the AI trade, she’s watching the 10-year yield. We’ll debate what its direction means for the markets and the economy. Plus, bitcoin is falling to its lowest level since April, and retail stocks are climbing on Cyber Monday. Morgan Stanley’s retail guru joins us with the names he expects to win big this holiday season.

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The small-cap names to watch as the Russell 2000 outperforms the major averages during the shortened holiday week. Sellers are pulling their homes off the market at a rapid rate, and Redfin CEO Glenn Kelman warns there could be more housing pain ahead. Plus, how consumers are using AI to shop for gifts this season.

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AI laggard Alphabet rapidly moving to the front of the pack, on track to hit a $4T market cap. Consumer confidence hits a 7-month low as recession fears rise. Plus, Best Buy beats estimates and raises guidance... why one analyst says this holiday season could be especially strong for the retailer.

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Novo Nordisk hits a 4-year low, just days after rival Eli Lilly hits a $1T market cap milestone.
Plus, some former high-flyers trading more down to earth. Is now the time to get in?  And, two unlikely names dominating the AI narrative now.

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Stocks surge after the odds of a December rate cut climb. Bitcoin on pace for its worst week in three years. Plus, Alphabet's AI momentum is worrying some of its rivals.

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The Nvidia-fueled rally fizzles, and so do hopes that the Fed will cut rates next month. We look at where you can ride out the volatility and still find opportunity.

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We break down the Nvidia numbers to watch after the bell with VC Lo Toney, and the only analyst with a sell rating on the AI giant. Short-seller Carson Block reveals a rare long position. Plus, what Lowe's got right in its third quarter.

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The Street starting to split on hyperscalers with Rothschild & Co Redburn downgrading Microsoft and Amazon, while Loop upgrades Alphabet. Bitcoin turns negative for the year. Plus, Victoria Greene's three stocks to buy in the pullback.

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Options flashing a bullish, but cautious, signal ahead of Nvidia earnings. Bernstein sees near-term risk for the country’s biggest retailer. Plus, the $100M AI Super PAC picks its first target. 

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A December rate cut is looking less likely, but does the market need it for support?
Plus, Bitcoin is now off more than 20% from its record high, is the bottom in or are more crypto declines coming?
And our tech watcher says AI anxiety is overdone and he’s going shopping. He tells us where he’s seeing the biggest opportunities in the trade.

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Stocks sharply lower as the tech sell-off persists, but one strategist says it's too early for an AI bubble. Disney shares on pace for their worst day since April on mixed results. Plus, a retail bright spot.

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Listen to the day's top stories, the must reads & a whole lot more for today's modern investor.

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The shutdown may be coming to and end, but its impact will last a while longer. We look at the ripples across the markets, travel, and holiday spending.
Why you may want to skip large-caps in favor of smaller names. Plus, our tech watcher says stick with the sector and one name in particular.

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The government could reopen as soon as this week, according to one policy strategist. Deutsche Bank sees 20+% upside in MP Materials. Plus, are 50-year mortgages the key to jumpstarting the housing market?

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OpenAI executives are walking back comments that the government should serve as a backstop for the company. Is OpenAI's business model unsustainable? One of our guests says yes, by design. Plus, what to expect if you’re planning to fly during the government shutdown. And, will home improvement stocks hammer out some gains this earnings season?

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October layoffs just hit a 20-year high. We look at what drove the cuts, and whether more bad news could be ahead. Plus, it’s a crucial day for Tesla with shareholders voting on Musk’s pay package, but it’s not the only reason why today’s shareholder meeting is important. And, we look at what happens to the retail sector if the Supreme Court strikes down Trump’s tariffs.

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The government shutdown is now the longest on record, and it could have an impact on Q4 GDP. Plus, are fast-casual chains like Cava and Chipotle losing their edge as consumers pull back? And Billionaire Barry Sternlicht says New York City is in for a rough time following Zohran Mamdani’s win.

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The freight industry is giving off Great Financial Crisis vibes, according to one CEO.  The earnings trades as consumer names take the spotlight. Plus, can driverless cars steer Uber back in the right direction?

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Kimberly-Clark agrees to buys Tylenol-maker Kenvue for more than $40B.  Amazon teams up with OpenAI for the first time, while Microsoft cuts its own multi-billion-dollar deals with two cloud start-ups. Plus, Palantir hits an all-time high ahead of earnings.

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Amazon hits an all-time high after earnings. The government shutdown will stop SNAP funding tomorrow, affecting 42 million Americans. We look at the ripple effects across several industries.

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The U.S. and China reach trade agreements. What to expect when Apple and Amazon report earnings after the bell. Plus, the XPO CEO shares how tariffs and AI are affecting shipments.

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The Federal Reserve expected to cut rates by a quarter-point. Seymour Asset Management's Tim Seymour and BD8 Capital's Barbara Doran join for the hour to break down what that means for your money.  Plus, we look ahead to big tech earnings as Nvidia's market cap crosses $5 trillion.

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Listen to the day's top stories, the must reads & a whole lot more for today's modern investor.

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Berkshire Hathaway gets a rare downgrade. How much pain the government shutdown could inflict on airlines. Plus, the big tech names to buy ahead of earnings this week.

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Stocks hit record highs after the long-awaited September CPI report showed cooler inflation.  Gold loses some of its luster. Plus, what the c-suite expects from consumers this holiday season.

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Oil prices jump after the Trump administration puts sanctions on Russia. Tesla shares recover after sliding on earnings. Plus, what the options market indicates about the direction of the meme trade.

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Listen to the day's top stories, the must reads & a whole lot more for today's modern investor.

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Warner Bros. Discovery is up for sale... we break down potential buyers and what it means for media. Earnings season continues as markets rally. Plus, how Dick's Sporting Goods is expanding their brick and mortar presence.

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Apple hits an all-time high. AWS network failures affect more than 8 million users. Plus, President Trump doesn't want to be dependent on China's rare earths...could Australia be the answer?

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Listen to the day's top stories, the must reads & a whole lot more for today's modern investor.

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Rhetoric ramps up in trade talks between the U.S. and China. The small cap names to buy now as the Russell 2000 hits an all-time high. Plus, LVMH has its best day in over 20 years.

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Listen to the day's top stories, the must reads & a whole lot more for today's modern investor.

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OpenAI reinforces its AI moat with a Broadcom deal. What’s next in America’s trade war with China after Pres. Trump threatened new tariffs. Plus, Melius calls Tesla a “must-own” stock.

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Stocks, bonds, and the dollar slide as President Trump threatens "massive" tariff hikes on China. We break down the impact on tech, energy and whether you should buy the dip.

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Gold, silver and copper all hitting new highs, but one commodity has yet to participate in the rally. Lululemon's founder says the company is in a nosedive. Plus, could the government take a stake in another rare earths company?

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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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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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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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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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Semis continue to rally as Nvidia hits an all-time high. FICO shakes up the credit score market. Plus, Jeffries puts three AI chat bots to the test.

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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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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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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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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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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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Bloom Energy has lost nearly a fifth of its value this week as the street casts doubt on its valuation--we talk to the CEO. Why the rally in gold can keep running. Plus, new home sales hit a three-year high in August.

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Nvidia shares hit a record high after announcing a $100 billion investment in OpenAI. Is Pfizer about to become a major player in the obesity space? Plus, how Trump's new $100K H-1B visa could impact hiring.

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Steve Bannon floats the idea that Treasury Secretary Bessent could simultaneously lead the Federal Reserve through the midterm election. A fresh fundraising round for Elon Musk's xAI. Plus, the iPhone 17 hits shelves.

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Intel shares climb after Nvidia announces a $5B investment.  Positive trial results raise Novo Nordisk shares. Plus, inside ABC's suspension of "Jimmy Kimmel Live!". 

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The Federal Reserve expected to cut rates by a quarter-point... we break down the market impact, Trump's feud with Lisa Cook, and whether lower interest rates can re-energize the housing market. 

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Paul McCulley makes the case for a quarter-point cut at what he calls the "most fraught" FOMC meeting in the past 40 years. Eli Lilly and Novo Nordisk race for the next weight-loss blockbuster drug. Plus, Goldman upgrades a consumer staple. 

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It's the busiest year for SPACs since 2021. The unusual case of rate cuts with bank stocks at record highs, and the President says quarterly reports aren't necessary. 

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Listen to the day's top stories, the must reads & a whole lot more for today's modern investor.

Steve Liesman and Rick Santelli read the jobs and inflation data tea leaves ahead of next week’s Fed decision. The executive order that could have a huge impact on US drugmakers. Plus, is $160 lipstick the key to jumpstarting the luxury trade?

Analysts left ‘kind of in shock’ after Oracle reports eye-popping cloud demand numbers, sending the stock soaring and making Larry Ellison the world’s richest man. Buy now, pay later service Klarna starts trading after delaying its IPO.  Plus, Novo Nordisk announces big job cuts. 

Listen to the day's top stories, the must reads & a whole lot more for today's modern investor.

Listen to the day's top stories, the must reads & a whole lot more for today's modern investor.

Stocks hit fresh highs before turning lower after August’s jobs numbers disappoint. Tesla proposes a new pay package for Elon Musk. Plus, three stocks in less than three minutes…Rapid Fire is back.       

Listen to the day's top stories, the must reads & a whole lot more for today's modern investor.

Listen to the day's top stories, the must reads & a whole lot more for today's modern investor.

A court hearing ended without a judge ruling on Lisa Cook’s request to temporarily bar Pres. Trump from firing her. We’ll look at the next steps in her legal battle. Plus, retail earnings season rolls on, but a lot of companies are warning about the tariff impact ahead of the holiday season. And AI is climbing the corporate ladder, no longer just coming for entry-level jobs.

Nvidia’s data center demand disappointed for the second quarter in a row, but Truist is looking at the long-term. Robert Primus, a member of the regulator examining the mega- merger between Union Pacific and Norfolk Southern, and one of the latest officials the White House has tried to fire, joins with his plans to fight back. Plus, will the Trump administration’s closure of a key shipping loophole mean the end of super-cheap goods from China?

Nvidia reports after the bell, but GMO’s Tom Hancock says AI profitability seems more certain longer-term in other chip names. Fed Governor Lisa Cook, who President Trump moved to fire yesterday, could file a lawsuit as soon as today. Plus, the companies making retirement benefits more accessible for small businesses. 

President Trump moving to fire Federal Reserve Governor Lisa Cook, citing allegations of mortgage fraud. We spoke with another federal official locked in a legal battle with the president over her own firing, and our panel of experts discusses the fallout for rates and the market.

What the options market is saying about Nvidia’s post-earnings move. President Trump saying the government could take stakes in more companies. Plus, just how much AI could create in market value over the long-term, according to Morgan Stanley. 

Fed Chair Powell paving the way for a September rate cut, sparking a rally on Wall Street and helping to boost tech after some rough sledding. We dig into what to expect from the Fed after the next meeting and how to position. Plus, BofA’s Savita Subramanian changing course on one segment of consumer stocks after being bullish for two years

Former Fed Governor Larry Lindsey weighs in on the chance of a September cut. We look at where traders are buying the recent weakness in momentum stocks. Plus, it’s a bird, it’s a plane…no, it’s a burrito!

Barclays not expecting a September rate cut. Their strategist tells us how to play a potential Powell hawkish surprise at Jackson Hole. Target has a new CEO, but the same issues. Plus today’s AI spending may look like the Internet boom of the ‘90’s, but there’s a key difference this time around. 

Why the Fed could skip a September cut altogether, despite higher inflation data. BTIG makes the case for sticking with Viking Therapeutics despite disappointing weight loss drug trial data. Plus, the laggards our traders says to buy now.  

Chip stocks under pressure following weak guidance from equipment maker Applied Materials. Intel the notable exception on a report that the U.S. government is looking to take a stake in the chipmakers. Our trader tells us which semi stocks he’s buying. Plus, United Health sharply higher after Berkshire Hathaway revealed a stake of five million shares, worth about $1.6 billion. We dive into that move and more. 

Listen to the day's top stories, the must reads & a whole lot more for today's modern investor.

Listen to the day's top stories, the must reads & a whole lot more for today's modern investor.

Listen to the day's top stories, the must reads & a whole lot more for today's modern investor.