The Exchange Podcast Transcripts
CNBC · 1,785 episodes with transcripts
"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.
Spoken has transcripts of 1,785 The Exchange episodes, with the speakers named. The newest listed here is from October 20, 2026.
Every The Exchange transcript in one script
1,785 episodes of The Exchange have transcripts. Fetch them all as speaker-labeled Markdown in one script — 1 credit each, and re-fetching one you already have is free:
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Latest The Exchange transcripts
Cracks in the AI Trade, A Content Clash, and The Key Questions for SpaceX 10/20/26
October 20, 2026
SPEAKER_1 (0:02)
At Janice Henderson Investors, we believe working together is the way to work better. Like combining your portfolio plans and our in-depth strategy, your valued assets and our valuable insights, your vision and our mission, working in harmony to seek the right investment opportunities.
Janice Henderson Investors, investing in a brighter future together.
Frank Holland (0:30)
Great meeting.
SPEAKER_3 (0:31)
Who took notes? Anyone?
- Cracks in the AI Trade, A Content Clash, and The Key Questions for SpaceX 10/20/26
- Bull Case for Coreweave, Putin Suggests Summit, and the Read on Retail 10/19/26
- Flying Cars, Deep Value in Korea, and Tech on Deck 10/16/26
- Risk off, Rate Reprieve and a new OpenAI Lawsuit 10/15/26
- Goldman Sachs CEO, The Debt Dilemma, and Open A-Spy? 10/14/26
- Yields Surge, The Fed vs. Oil, and a Predictions Pop 9/15/26
- “Pace the Frontier,” The Case for a Cut, and Healing Healthcare 9/14/26
- Hikes on the Horizon, Diesel Distress and Remembering September 11 9/11/26
- Bond Bonanza, Driving Oil Action, A GOP Guarantee? 9/10/26
- Crude’s “Crash Diet,” Tariff Tiff, and Hold off on a Hike? 9/8/26
- Jobs Jolt, Hugging Face’s First Investor, and Where the Pricing Power Is 9/4/26
- Nvidia Buys Hugging Face, AI Outages, and Data Center Dissent 9/3/26
- The Great Data Center Debate, Apple’s New Era, and Not Swooning in September 9/2/26
- Hike vs. Cut, FTC Chair on Amazon Lawsuit, and Why Electricians Love Data Centers 9/1/26
- Renewed Iran Tensions, Colorado’s Data Center Fight, and the Summer Software Surge 8/31/26
- Warsh at Jackson Hole, Retail Roundup, and Treasury Trouble? 8/28/26
- Nvidia’s Record Quarter, Connecticut Sues Kalshi, and So Long, SaaSpocalypse? 8/27/26
- Nvidia Earnings, A Winter Warning, and China’s Government Hack 8/26/26
- Media Deal in Limbo, Bitcoin’s Bounce, and Football Firestorm 8/25/26
- Safe Haven Status, Retail Wrap Up, and Crypto Comeback 8/21/26
- Bessent’s Bond Battle, Go Broad Not Bearish, and Stripe’s Strategy 8/20/26
- The Exchange 8/19/26
- Global Bond Rout, Meta’s Landmark Trial, and Anthropic’s Revenue Surge 8/18/26
- Retail Ramp-Up, Chinese Tech Catalysts, and a Bitcoin breakout? 8/17/26
- Bubble Beacons, Prediction Friction, and a Data Center Disconnect 8/14/26
- S&P 500 Milestone, Zuckerberg’s AI Manifesto, Anthropic’s Power Deal 8/13/26
- The Exchange 8/12/26
- Compute an Asset Class?, Two Wars Becoming One?, and Existing Home Sales Slump 8/11/26
- Take a Three-Quarter Point Hike, Food Safety Changes, and Grab the Chips 8/10/26
- Weak Jobs Report, AI Model Fears, and the Data Center Economy 8/7/26
- Memory’s Next Move, Google’s Fork in the Road, Countdown to July Jobs Report 8/6/26
- SpaceX Sinks, AI’s Bad Behavior, 3 Rate Hikes this year? 8/5/26
- Market Rally, Oil Slips, C-Shaped Economy 8/4/26
- Torque in Tech, Macro Shifts, and Earnings Exchange 8/3/26
- The Spending Shift, Model Mayhem, and Wrong on Warsh? 7/31/26
- Zelenskyy and Netanyahu in DC, A Memory Shift, and a Stealth AI MVP? 7/28/26
- Big Tech’s Big Week, Time for Some A.I.R (AI regulators), and a China Chip Debut 7/27/26
- Semis Suffer, Capex Concerns Crop Up, and Bullish Bets 7/24/26
- Tech Trashed and Rising Risks 7/23/26
- John Paulson Stays Gold, Alphabet After the Bell, and the Hugging Face Hack 7/22/26
- No TAM Troubles, The Debt Debate, and a Defense Deficit 7/21/26
- Big Tech on Deck, Congress’ Midterm To-Do List, and Cyclospora Outbreak 7/20/26
- China’s New AI Model, Tap-to-Pay Troubles, and Underdog Plays the Field 7/17/26
- Nibbling at Nvidia, Building Backlash, and Korea’s Volatility Curb 7/16/26
- The Exchange 7/15/26
- Kevin Warsh Testifies, IBM’s Warning, and the Incredible Shrinking AI Model 7/14/26
- Oil Climbs on Hormuz Tensions, Apple’s OpenAI Lawsuit, and Earnings Season Eve 7/13/26
- SK Hynix's US Debut, Bring Back the Blockade, and a Water Break Boost 7/10/26
- ‘ROC’-ing the AI Trade, JetBlue Founder on Airlines, and a Chips Pair Trade 7/9/26
- Trump's Meeting with Zelensky, The Chips Trade 7/8/26
- Bulls on Course, Valley of the Deals, and CNBC Investigates 7/7/26
- Rotation Nation, AI in the Classroom, and Betting’s Soccer Boost 7/6/26
- Bringing Back the Barbell, OpenAI’s Government Proposal, and Winter is Ending 7/2/26
- A More Opaque Fed, AI’s Strange Bedfellows, and “Less Screaming. More Streaming!” 7/1/26
- Hold Off on Hikes, Deals in the Driver’s Seat, and Luxury Lodging 6/30/26
- Another Comcast Spinoff, AI Spending Risks, and Drill Down on Dislocations 6/29/26
- OpenAI Unveils GPT 5.6 Models, The Bearish Case for Micron 6/26/26
- CNBC @ Cboe: Live from Chicago 6/25/26
- Memory’s Micron Moment, Congressional Clash, and Just a June Swoon? 6/24/26
- Fading Memory, Retail Renaissance, and Standby on SpaceX 6/23/26
- The Fractured Tech Trade, Memory Momentum, and remembering Alan Greenspan 6/22/26
- Apple Price Hike, Oil Prices Fall on Iran Agreement, and a SpaceX Bear 6/18/26
- Special Coverage: Kevin Warsh’s First Rate Decision as Fed Chairman 6/17/26
- Iran Peace Framework, Tech Takes Off, and Investing in World Cup Infrastructure 6/15/26
- SpaceX Soars in Trading Debut 6/12/26
- Markets Ready for SpaceX IPO, Proposals for Prediction Markets, and The Big Business of the Knicks 6/10/26
- Wild Stock Swings, The “K” Comes for Housing, and The Evolving Capex Trade 6/9/26
- Apple’s Big Announcements, The Bull Case for Chips, and Under-the-Radar AI Plays 6/8/26
- Boeing CEO on Production Ramp, Government Stakes in AI 6/5/26
- SpaceX Kicks off IPO Roadshow, Hut 8 CEO on AI, Awaiting Quantinuum First Trade 6/4/26
- SpaceX to Set IPO Terms Today, Caps on AI Token Costs 6/3/26
- Big Tech's Capex Boom, Software's Comeback, Bitcoin's Narrative Problem 6/2/26
- Court Rules Against Musk in Legal Battle with Sam Altman, OpenAI 5/18/26
- Running of the Bulls, In-Home Data Centers, and Citadel's Ken Griffin 5/5/26
- Andy Jassy on the Record and Nvidia After the Bell 02/26/25
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