Nvidia on Deck, Muddy Waters' New Long Position & Read on Retail 11/19/25
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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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Scaling Back on AI, Crypto Cools & 3 Names to Buy 11/18/25
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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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Tracking Nvidia Trades, Retail Wreckage, and AI Super PAC Spending 11/17/25
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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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A Divided Fed, Bitcoin’s Breakdown & AI Anxiety 11/14/25
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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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Stocks Sink, Disney Disappoints & 'Lacing Up for Liftoff' 11/13/25
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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
"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.
Ireland