November 6, 2026; 1pm: Markets stage a fragile rebound after a strong jobs report. San Francisco Fed President Mary Daly says inflation remains the Fed’s top priority and more tightening may be needed. Plus, the chip names KKM's Jeff Kilburg is buying on the dip.
Nov 5
AI Stock Sell-Off: Tech Rout, Data Centers and Market Volatility
November 5, 2026; 1pm: The Exchange breaks down a severe AI-led market sell-off, with pressure across tech, semiconductors, data centers, neoclouds, financials and volatility. Guests debate whether the rout is a buying opportunity, a policy-driven recalibration, or a warning that ... Show More
44m 1s
Nov 4
Midterm Market Rally, AI Data Center Risks and Iran War Fallout 11/4/26
November 4, 2026; 1pm: The Exchange breaks down the post-midterm market rally, with the Dow surging as investors weigh Democratic gains, AI data center policy risks, the Iran war fallout, housing, China, and defense spending. Kelly and guests examine why tech, homebuilders and in ... Show More
47m 2s
Nov 3
Oil Slides, AI Stocks Rally, Midterm Stakes and Market Rotation 11/3/26
November 3, 2026; 1pm: Kelly Evans breaks down oil’s pullback, renewed strength in AI and memory stocks, and how midterm election uncertainty could shape markets, data centers, and sector leadership. Guests discuss the outlook for Congress, Pfizer’s pipeline, China’s IPO pause, a ... Show More
44m 14s
Jul 2025
Wall Street Roundup: AI trade, market melt up
Musk, Tesla, more politics (0:20). Betting on Nvidia and the AI trade (2:55). Markets continue higher despite concerns (5:40). Financial earnings coming next week; sector showing strength (8:40).Show Notes:Nvidia hits $4 trillion market capNetflix Is Still KingMost Fed officials ... Show More
11m 6s
Jun 2022
Hiking Rates, Calling Big Oil, & Hedging Portfolios 6/15/22
<p>The S&P 500 fails to rebound, the markets are poised for the Fed’s big rate hike, inflation and pump pressures are on, and crypto is crumbling. Founder and chairman of Equity Group Investments Sam Zell shares his unfiltered perspective on the Fed, energy prices, and DC policy, ... Show More
33m 14s
Mar 2023
Stocks Manage Gains, But Banks Drop Again, and TikTok’s CEO Takes on Capitol Hill 3/23/23
<p>Major indexes all closed well off their highs of the day, even as the rates market seemed to come to terms with the end of the Fed’s rate hike cycle. But which market has the real read on the outlook? Plus TikTok’s CEO making his appeal to not have the app banned in the U.S. W ... Show More
43m 59s
Sep 2021
Stocks Look To Bounce Back From A Rough Week, Supply Chain Worries, Taxes and the $3.5T Plan, KC Southern Declares a "Superior" Bid, Epic Games vs. Apple, Disney's Film Release Strategy and Goldman's Tech "Buy" and "Sell" Calls.
With the Dow and S&P 500 each looking to snap a five-session losing streak, Carl Quintanilla, Jim Cramer and David Faber led off the show with a look at what's next for the markets. Supply chain and inflation issues in the spotlight after 3M said " the rising price of raw materia ... Show More
43m 30s
Sep 2022
Stocks Try To Rally, Europe’s Energy Crisis, Ukrainian President Zelenskyy Rings the Opening Bell, 9/6/22
Carl Quintanilla, Mike Santoli and David Faber began the hour by breaking down the markets coming off their third-straight week of losses, and the Nasdaq hoping to avoid its 7th negative session in a row. Goldman’s chief economist Jan Hatzius posted a note saying he believes the ... Show More
43m 10s
Nov 2022
11-18-2022 – Reality Showdown: Stock Market Rally Vs. Recession Dangers
Though surging stocks suggest markets are reaffirming hopes of a soft landing from the FED, some high-profile strategists disagree. Today's Stocks & Topics: Home Sales Report, Musk and Twitter, Oil Prices, VZ - Verizon Communications Inc., XLI - Industrial Select Sector SPDR ETF, ... Show More
46m 2s