The Exchange

November 13, 2026; start time unavailable: Kelly Evans breaks down the market fallout from NVIDIA’s leadership crisis, congressional scrutiny over advanced chips and China, and the ripple effects across AI stocks, Anthropic’s IPO, Microsoft’s outage, crypto and semiconductors. The episode connects Washington, Wall Street and the AI ecosystem as investors weigh succession risk, chip policy, compute demand and market rotation.

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November 12, 2026; Brian Sullivan breaks down NVIDIA’s leadership crisis after Jensen Wong’s resignation, including Colette Kress stepping in as interim CEO, congressional scrutiny tied to China export controls, and the stock’s sharp selloff. Guests weigh whether NVIDIA’s board, customers and investors can move past the turmoil as oil, Iran and gold add more market uncertainty.

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November 11, 2026; 1p: CNBC’s The Exchange breaks down the AI trade as CoreWeave rallies, NVIDIA faces scrutiny, and investors debate whether data center spending is overbuilt. Guests also weigh in on Fed rate-hike risk, GE Vernova, natural gas, ExxonMobil, and what retail investors should watch next.

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November 10, 2026; 1pm: The Exchange breaks down a market sell-off as hot CPI data and Fed comments boost rate-hike expectations while Nvidia’s slide, Anthropic’s IPO roadshow and AI regulation concerns weigh on tech. Guests also discuss Texas data centers, commodities, CoreWeave and enterprise AI as investors assess whether the AI buildout can withstand higher rates and scrutiny.

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November 9, 2026; 1pm: Kelly Evans covers NVIDIA’s sell-off amid an investigation into Jensen Huang’s alleged relationship with a businesswoman U.S. intelligence agencies say is a Chinese spy, along with the potential fallout for AI, China policy and corporate governance. The episode also tracks the broader market rally, oil’s decline and rising power demand tied to data centers.

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