Apple is once again nearing record highs, and it exerts a ton of force on the markets. We take a closer look at whether this market is too top-heavy.
Plus, billionaire investor, Mike Novogratz, says the shuffle at the SEC is going to be positive for one area of the market. He tells us which one.
And, why the recent pandemic has many businesses and consumers hoarding coins.

Too Top-Heavy?, SEC Shuffle Winners, and the Great Covid Coin Shortage

"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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A GDP surprise, and not a good one! The economy is slowing but inflation is stubborn, yields are spiking, and stocks are sinking. But two of our guests say it's not as bad as it seems. They’re here to tell us why, and where they see opportunity in this market. Plus, Meta is down big amid weak revenue guidance and big AI spending plans. Did that report just set the tone for Alphabet? We'll talk about that, and look at the names that are set to benefit from Meta's AI capex commitment. And there's one stock defying the selloff today. It's up 6% right now, and up 600% in a year. Yesterday, one of our guests called it a top pick. So we invited the CEO on. He joins us for an exclusive interview ahead.

Not as bad as it seems? 4/25/24

The bull market has room to run, and the recent volatility has presented great opportunity. That’s according to one of our guests. He’s here with what makes him optimistic, and the three names he likes right now. Plus, Boeing’s loss may have been smaller than expected, but it was an ugly quarter. We have the latest on earnings, the CEO search, and how quality control issues are being handled. And, there more names on deck to report including a big one, Meta. We have the action, the story, and the trade into the print.

“Great Opportunities,” Boeing Latest & Earnings Exchange 4/24/24

: Stocks higher, yields lower as investors digest mixed economic data. Business activity in April grew at the slowest pace so far this year, while new orders fell for the first time in almost four years. But manufacturing input costs hit a one-year high and services demand remains strong. So what does all this mean for the Fed? Our economist makes the case for a July cut. Meanwhile, new home sales notched their highest reading since September, as builders pull back on prices and offer incentives to offset higher rates. We’ll talk to the CEO of real estate developer Howard Hughes Holdings about the demand trends he’s seeing.

The Case for a July Cut & What Buyers Want 4/23/24

There’s GDP, PCE, and big tech earnings. It could be a market-moving week. If there’s a pullback, our market guest says ‘buy.’ He’ll tell us why and where he’s looking for opportunity. Plus, speaking of pullbacks, some of semi names are in a bear market, but our analyst sees strength ahead, and soon. He’ll tell us when, why, and what names he sees best positioned across the chips universe from here. And on this Earth Day, a special Three Buys and a ‘Maybe’ ESG edition. The acronym may be divisive, but the returns our guest sees for these names may make you a buyer.

Buy the Dips?, Dented But Not Deterred, 3 Buys & a Maybe 4/22/24

Geopolitics, earnings, and economic data on deck next week could make or break the Fed’s hawkish tilt. We’ll look at what to watch and where to find value. Plus, Netflix shares plunging after saying it’ll stop reporting subscriber numbers. We’ll tell you whether investors should be worried. And airlines earnings are off to a strong start, but there’s a bifurcation in that trade, and Wall Street’s top airlines analyst is here with what it is.

Too Top-Heavy?, SEC Shuffle Winners, and the Great Covid Coin Shortage

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