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The Exchange

The Exchange

Von: CNBC
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"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.2026 CNBC Persönliche Finanzen Politik & Regierungen Täglich Ökonomie
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  • Capital Concerns Hammer the AI Trade 10/22/26

    Capital Concerns Hammer the AI Trade 10/22/26
    Oct 22 2026

    Tech stocks under pressure after Nvidia’s Jensen Huang warns that neocloud demand is ‘off the charts,’ but capital is scarce. Meta taking a step to address those concerns, planning to issue a new class of non-voting shares the company can use to raise funds. Plus, Palantir’s Joe Lonsdale’s long-term investment advice.


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    44 Min.
  • SpaceX’s Tesla Tie-Up, Muse Momentum, and AI’s 1% 10/21/26

    SpaceX’s Tesla Tie-Up, Muse Momentum, and AI’s 1% 10/21/26
    Oct 21 2026

    SpaceX pop on strong earnings and Elon Musk’s signaling about the possibility of a merger with Tesla, but one AI researcher is flagging a risk he calls an “unacceptable liability.” Meta shares down nearly 10% from its high following Muse’s launch, will third quarter results bring the momentum back? Plus, the AI industry’s new spending problem.


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    44 Min.
  • Cracks in the AI Trade, A Content Clash, and The Key Questions for SpaceX 10/20/26

    Cracks in the AI Trade, A Content Clash, and The Key Questions for SpaceX 10/20/26
    Oct 20 2026

    One portfolio manager is playing defense with mega cap tech stocks as investors weigh potential red flags for the AI trade. Does Netflix have a content issue? Plus, ahead of earnings, the five factors Evercore says will drive the medium-term action in SpaceX.


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    44 Min.
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