The Exchange

When Doves Fly, Big Tech’s Big Bounce, and Cracks in the Consumer? 8/22/25

When Doves Fly, Big Tech’s Big Bounce, and Cracks in the Consumer? 8/22/25

Fed Chair Candidate on the Record, Options Tea Leaves, and Flying Burritos 8/21/25

Playbook for a Hawkish Surprise, Target’s Path Forward, and AI Spending Strength 8/20/25

A September Skip, The Bullish Case for Viking Therapeutics, and Lassoing the Laggards 8/19/25

Chips Under Pressure & Berkshire’s UNH Stake 8/15/25

The Exchange 8/14/25

The Exchange 8/13/25

The Exchange 8/12/25

The Exchange 8/8/25

Trump Targets Chips, The Growing Gig Economy, and OpenAI’s New Model 8/7/25

Apple Rallies, but Trouble Ahead? Plus, Bitcoin’s Bullish Sign 8/6/25

President Trump Speaks to CNBC and the FOMO Driving Markets 8/5/25

The Exchange 8/4/25

Stocks Sink on Tariffs and Summer Jobs Shock 8/1/25

Figma Goes Public as Tech Earnings Power the Market to New Highs 7/31/25

A Fed Divided, A Cybersecurity Deal, and Zuck’s “Superintelligence” 7/30/25

Big Tech’s Big Week, Tesla’s New Chip Deal, and Health Care Hammered 7/28/25

Countdown to the Fed Decision, Trading Trainwrecks, Market Breakout or Breakdown 7/25/25

The View From the C-Suite and Trump’s Historic Fed Visit 4/24/25

Berkshire’s Buffett Premium, Bullish on Builders, and the Earnings Trade 7/23/25

Bessent Doubles Down, Trimming Tech, and Risky Munis 7/22/25

Delivering Gains, “Just Own Tech,” and the Microstrategy of Ether 7/21/25

Robinhood CEO, Netflix’s Ad Future, FICO vs. VantageScore 7/18/25

Trump’s Fed Goals, Netflix’s AI Potential, and a KO for Corn Syrup? 7/17/25

The Future of the Fed Chair and Private Assets Go into Retirement 7/16/25

Nvidia’s China Win, Crypto Week, and the New Battleground Stock 7/15/25

The Exchange 7/14/25

Nvidia’s Historic Week, Bitcoin’s Wild Ride, Pres. Trump Pivots on Putin 07/11/25

The Exchange 7/10/25

Nvidia’s $4T Milestone, Fed Chair Fight & Retail’s Big Week 7/9/25

Bears Out of Hibernation, “Shut Up, Dan” and Uber’s One Big Beautiful Bill Boost 7/8/25

Trump’s Trade Pivot, Tesla’s Political Risks, and America’s Deficit Reckoning 7/7/25

CNBC Special Report: America's Deficit Reckoning 7/7/25

Countdown to June Jobs Report, Is Bitcoin Old News? 7/2/25

Apple's Rocky First Half, Senate Passes Sweeping Tax Bill 7/1/25

New Market Highs & Robinhood’s Crypto Push 6/30/25

Record Highs & Trump’s Mega Bill 6/27/25

The Future of the Fed, Tax Bill Headwinds, and Regional Bank Ripples 6/26/25

Beware the Rally, Nvidia Hits a Record High, and the Mamdani Movers 6/25/25

The Case Against Cuts, Middle East Policy Repercussions, and the Weight-Loss Break-Up 6/24/25

The Exchange 6/23/25

Hot on Housing, (Mr.) Beast Mode, and Rick Perry Talks Iran 6/20/25

Countdown to Fed Decision, Sen. Warren on Fed, Iran & More, and AI’s Talent Battle 6/18/25

DC Drama, The Fed Decision, the Deflationary Effects of Tariffs 6/17/25

The Exchange 6/13/25

The Exchange 6/12/25

Trade Talks, Semis Surge and Tesla’s Turnaround 6/11/25

The Exchange 6/10/25

The Exchange 6/9/25

Philly Fed President Exclusive, Trump-Musk Feud Latest, Apple WWDC Countdown 6/6/25