Filtrar por género

The Exchange

The Exchange

CNBC

"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. "The Exchange" has all that plus "Rapid Fire," our innovative, reporter driven roundtable – which is a discussion of some of the day's most interesting, unusual and at times controversial topics. This series gives today's modern investor the day's top stories, the must reads & a whole lot more.

2880 - Emerging Opportunities, Banking on AI, & AI Power Trades 3/27/24
0:00 / 0:00
1x
  • 2880 - Emerging Opportunities, Banking on AI, & AI Power Trades 3/27/24

    Veteran investor Mark Mobius says India is on top. He's here with where he's seeing the biggest opportunities, and the names to buy to take advantage of it. Plus, AI and the banks. Top banking analyst Mike Mayo says there's one clear winner. He's here to tell us who it is, what makes it a standout, and how much upside he sees ahead. And powering AI will be a massive challenge, but there are four names well-positioned to lead the charge. The analyst behind that call is here to make his case.

    Wed, 27 Mar 2024 - 43min
  • 2879 - Buoyed by Buybacks?, Around the World: Japan, Staples Slump 3/26/24

    One of our market guests says we’re in a debt-fueled, buyback-driven rally that could extend the bull market for years to come. Plus, Japan’s stock market is hitting record highs but it’s not too late to get in, according to one portfolio manager. And one consumer staples stock is down 30% from its recent high, but one of our guests likes it and says now is the time to buy.

    Tue, 26 Mar 2024 - 44min
  • 2878 - Hawkish Fed Risk?, Boeing Shake-up, Around the World: China 3/25/24

    Is the market truly ready for a more hawkish Fed on the heels of Atlanta Fed President Bostic’s comments? We’ll talk about that and how to position. Plus, Boeing CEO Dave Calhoun is set to leave the company by year-end. And we’re going around the world this week to find opportunities, kicking things off with China and Kraneshares CIO Brendan Ahern.

    Mon, 25 Mar 2024 - 47min
  • 2877 - “Not a Bubble, but Bubbly”, Caution Warren-ted?, Stealth Housing Play 3/22/24

    One of our market guests says the market’s not a bubble, but it’s “bubbly.” He’ll tell us what he means by that. Plus, Tesla is down more than 30% to start the year, should you steer clear or buy the dip as Sen. Warren now calls for an investigation. And it’s been a big week for the builder stocks, but one analyst is calling out one retailer as a stealth housing buy. We’ll reveal it, ahead.

    Fri, 22 Mar 2024 - 43min
  • 2876 - No Stopping the Rally?, Reddit IPO & Full Stream Ahead? 3/21/24

    Wall Street is building on a record-setting run, and our market guest says it doesn’t matter when the Fed cuts – that run will continue. He’s here with what makes him so bullish. Plus, we are awaiting Reddit’s first trade. Bullpen Capital’s Duncan Davidson told us yesterday that if it prices at the top of the range, it could be set up for failure. Well, it did price at the top of it, at $34. Duncan is back with us. We’ll see what happens when the first trade crosses the tape. And two reasons why Netflix will continue to dominate the streaming wars. Our analyst tells us what they are and how much upside he sees ahead.

    Thu, 21 Mar 2024 - 46min
Mostrar más episodios