<p>Bernstein’s bullish on rideshare and delivery ahead of earnings. One health care strategist says we’re in the middle of the worst health care sector trade ever, and he says it’s time to “just own tech.” Plus, the Microstrategy of ether debuts. </p>

Bernstein’s bullish on rideshare and delivery ahead of earnings. One health care strategist says we’re in the middle of the worst health care sector trade ever, and he says it’s time to “just own tech.” Plus, the Microstrategy of ether debuts.

<p>Bernstein’s bullish on rideshare and delivery ahead of earnings. One health care strategist says we’re in the middle of the worst health care sector trade ever, and he says it’s time to “just own tech.” Plus, the Microstrategy of ether debuts.&nbsp;</p>

Delivering Gains, “Just Own Tech,” and the Microstrategy of Ether 7/21/25

"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.

Share Delivering Gains, “Just Own Tech,” and the Microstrategy of Ether 7/21/25

Sign up to save your podcasts

Delivering Gains, “Just Own Tech,” and the Microstrategy of Ether 7/21/25

Delivering Gains, “Just Own Tech,” and the Microstrategy of Ether 7/21/25

More shows like The Exchange

Mad Money w/ Jim Cramer

CNBC's "Fast Money"

CNBC's "Options Action"

Your Money Minute

Exchanges

Fortt Knox

Strange Success with Jane Wells

American Greed Podcast

Thoughts on the Market

Squawk on the Street

Squawk Pod

The Keynote by CNBC Events

Barron's Live

Halftime Report

CNBC's "Last Call"

Worldwide Exchange

RiskReversal Pod

MRKT Matrix

TechCheck

Closing Bell

Power Lunch

Manifest Space with Morgan Brennan

CNBC’s “Money Movers”

CNBC Business News Update

The Crimes of Putin’s Trader

CNBC Sport