Is inflation blinding investors to a potential fiscal crisis? We have two heavyweights on the controversial topic. Plus, bitcoin crossing above $30,000 for the first time in months. We’ll ask former CFTC Chairman Tim Massan about the path forward for regulation. And the second half of big bank earnings are on deck tomorrow. We have the action the story and the trade on two big names, plus Johnson & Johnson and Lockheed Martin.

The $630B Question, The Bitcoin Binary, and Earnings Exchange 10/16/23

"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.

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We’re counting down to Friday’s big jobs report with a look at the warning signs in the market. Our guest is still bullish in the short-term and joins us with where he’s finding opportunities. Plus, “Roaring Kitty” trader Keith Gill seems to have posted his Gamestop holdings on Reddit, but can he cash in without attracting regulatory scrutiny? And First Solar shares surged after one analyst called it an under-appreciated beneficiary of AI. He joins us to explain his call.

Flashing Slowdown Signals, Roaring Kitty’s Options, Hot Solar Stocks 6/4/24

India’s stock market hitting a record high, while the EWW Mexico ETF is hitting a 4-year low. We’ll look at what’s driving these moves and where to find the best overseas opportunities. Plus, Costco is touching a record high after some choppy trading last week, and Wall Street is getting even more bullish. We’ll speak with one analyst who just raised her price target and says it can withstand any macroeconomic environment. And in 3 Buys & A Bail, Jeff Killburg is trading AMD, Duke Energy, Exxon Mobil, and Starbucks.

Overseas Opportunities, Changing Consumer, 3 Buys & A Bail: Sector Leaders 6/3/24

We debate whether it’s a mistake for the Fed to keep a rate hike on the table after today’s PCE reading. Plus, the relative cost gap between dining in and dining out is at a record high, but our analyst says that benefits one staples stock in his coverage universe. And with earnings season nearly over, we’ll look at how one company is leveraging AI to make earnings trends and data more accessible to investors.

Fed’s Path Forward, Fast Food Wars, Calculating Earnings Commentary 5/31/24

Salesforce plunging 20% after its first revenue miss since 2006, but is it just AI growing pains or is AI killing SAAS? Plus, pending home sales dropping to a 4-year low, but it’s not all bad news. Morgan Stanley has two names that benefit from a housing shortage and affordability crisis. And Costco, Dell, and MongoDB are on deck with results. Nancy Tengler joins us with the trade on all three and her take on the markets.

Salesforce’s Surprise Miss, Home Sales Disappoint, Earning Exchange: COST, DELL, MDB 5/30/24

Nvidia is on a tear, but if you think you’ve missed the rally, there’s one key metric that suggests there’s more room to run. Plus, as yields rise, so do doubts about a rate cut, but our market guest says it doesn’t matter and will tell us where he’s seeing opportunities. And J.P. Morgan is out with a new report suggesting we could see more movement in the housing market soon. We’ll tell you why, and who’s buying.

The $630B Question, The Bitcoin Binary, and Earnings Exchange 10/16/23

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