Worried about AI capex spenders outside of Google, says DCLA’s Sarat Sethi
Sarat Sethi, DCLA portfolio manager, joins 'The Exchange' to discuss Sethi's thoughts on big tech earnings, how investors can position ...
Sunday, August 2, 2026
Tag: the exchange
Rebalancing is an important discipline for investors right now: Charles Schwab’s Liz Ann Sonders
Liz Ann Sonders, Charles Schwab chief investment strategist, joins 'The Exchange' to discuss how to think about semiconductor stocks, market ...
Data center backlash is a very solvable problem, says Tusk Ventures’ Bradley Tusk
Bradley Tusk, Tusk Ventures founder, joins 'The Exchange' to discuss the growing backlash around data centers, if power bills are ...
Comcast spinning off media divisions is clearly the right move, says Oppenheimer’s Timothy Horan
CNBC's Alex Sherman and Oppenheimer's Timothy Horan join 'The Exchange' to discuss Comcast's decision to spinoff its media properties, the ...
Fed will not raise rates this year, says EY-Parthenon’s Greg Daco
CNBC’s Matt Peterson and EY-Parthenon’s Greg Daco join 'The Exchange' to discuss the economy's standing, the President's hope for rate ...
Opendoor CEO: ‘First-time home buyers are stuck not being able to buy in this market’
Opendoor CEO Kaz Nejatian joins CNBC's 'The Exchange' to discuss the state of the housing market, why first-time home buyers ...
Kevin Warsh will be much more discreet in how he speaks to markets, says Sen. Dave McCormick
Sen. Dave McCormick (R-Pa.) joins 'The Exchange' to discuss what to expect from Kevin Warsh at the Federal Reserve. source
SpaceX likely to purchase Cursor in the near future, says 22V’s Dauvin Peterson
Dauvin Peterson, 22V Research, joins 'The Exchange' to discuss the important parts of the SpaceX story, the company's valuation and ...
Iranian regime change is an unrealistic goal in negotiations, says Brookings’ Michael O’Hanlon
Michael O’Hanlon, Brookings senior fellow, joins 'The Exchange' to discuss the Iran war ending, if its close to ending and ...
SpaceX is way ahead of Blue Origin in satellite communications, says Tulane’s Walter Isaacson
Walter Isaacson, Perella Weinberg advisory partner, joins 'The Exchange' to discuss the impact of Blue Origin's rocket explosion, SpaceX's IPO ...
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