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  • Nvidia’s Second-Half Hopes, International Opportunities, and the “Nasty” TACO Trade 5/28/25
    2025/05/28

    Nvidia’s Q2 results after the bell could be messy, but Raymond James sees hope in the second half. Why it’s not too late to get into the international trade. Plus, CNBC’s Megan Cassella gets President Trump’s response to Wall Street’s newest trade acronym: TACO (Trump Always Chickens Out).

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    43 分
  • Stocks Rally on Tariff Delay, but Budget Battle Looms 5/27/25
    2025/05/27

    Stocks surge after President Trump delays EU tariffs until July, but Citi warns the GOP’s reconciliation bill could have big implications for stock valuations. Plus, could Trump’s trade war actually be deflationary?

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    44 分
  • The Exchange 5/23/25
    2025/05/23

    Listen to the day's top stories, the must reads & a whole lot more for today's modern investor.

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    44 分
  • The Exchange 5/22/25
    2025/05/22

    Listen to the day's top stories, the must reads & a whole lot more for today's modern investor.

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    44 分
  • Spending Bill Hurdle & Retailers Under Pressure 05/21/25
    2025/05/21

    President Trump’s “Big, Beautiful Bill” just hit a major hurdle. The Chair of the Freedom Caucus now saying he doesn’t see the bill happening this week. We discuss. Plus, Target just cut their full-year sales outlook on weak consumer sentiment. We dive into what’s got that name, and others, under pressure.

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    44 分
  • Wall Street vs. Main Street, Google's Search Problem & Live at Tesla HQ 5/20/25
    2025/05/20

    Retail investors have been far more optimistic about tariffs than professional investors...did they get it right?

    Google I/O kicks off as questions over the future of search remain. Plus, CNBC is live at Tesla HQ as Elon Musk takes Transportation Secretary Sean Duffy for a ride.

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    50 分
  • Stocks Start Slow, Budget Bill Battle, White House vs. Walmart 5/19/25
    2025/05/19

    Investors squarely focused on the bond market after Moody’s downgraded the U.S. credit rating. We’ll look at what it means for your money and the outlook for stocks. Plus, the House Budget Committee advanced President Trump’s tax bill late Sunday, but infighting among the GOP continues to be an obstacle for legislation. And the White House is blasting Walmart over tariffs, but one analyst says she expects all retailers will have no choice but to raise prices, and that’ll benefit one group the most.

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    44 分
  • Cable Bundle Deal, IPO Pipeline Check, UnitedHealth Check-Up 5/16/25
    2025/05/16

    One of the biggest media mergers in years just dropped, but will it make it past federal regulators? Plus, eToro is wrapping up its first week as a public company as several other companies lay out their IPO plans. Is it a positive sign for the IPO pipeline? And UnitedHealth has been hammered since Monday, for its worst week since 2009, but could now be the buying opportunity of a lifetime? We’ll debate.

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    44 分