Latest Intel-Nvidia news does not change much, says Cantor Fitzgerald’s C.J. Muse
Matt Bryston, Wedbush Securities, and C.J. Muse, Cantor Fitzgerald, join 'The Exchange' to discuss the semiconductor trade. source
Wednesday, February 11, 2026
Tag: the exchange
Data centers in space will be ‘front and center’ for investors in next 12-24 months: BofA’s Obin
Andrew Obin, BofA Securities equity research analyst, joins 'The Exchange' to discuss the idea of data centers in space, the ...
Staying away from Nike as it remains in price discovery mode, says KKM Financial’s Jeff Kilburg
Jeff Kilburg, KKM Financial, joins 'CNBC's The Exchange' to discuss Kilburg's thoughts on Nike, the overall market and much more. ...
Trump Media announces $6 billion merger with fusion company, sending shares higher
CNBC's Eamon Javers reports on Trump Media and Technology's $6 billion merger with private nuclear fusion company TAE Technologies, which ...
Expect tighter balance sheet policy from Fed, says Ironsides Macroeconomics’ Knapp
CNBC's "The Exchange" team discusses the Federal Reserve's looming interest rate decision and market outlook with Barry Knapp, managing partner ...
Increase in delistings is propping up home prices, says Redfin CEO
CNBC's "The Exchange" team discusses why sellers are pulling homes off the market while mortgage applications are reaching highs with ...
Fed rate cuts in December or January are immaterial for equities, says KKM Financial’s Jeff Kilburg
Jeff Kilburg, KKM Financial founder, joins 'The Exchange' to discuss Kilburg's thoughts on recent equity selloffs, the two other stocks ...
Fed’s challenge is if labor weakness is demand related or more structural, says KPMG’s Diane Swonk
CNBC's Steve Liesman and Diane Swonk, KPMG chief economist, joins 'The Exchange' to discuss the Fed's December meeting. source
JPMorgan Chase responds to President Trump’s calls for company to be investigated over Epstein ties
CNBC's Eamon Javers reports on news regarding JPMorgan. For access to live and exclusive video from CNBC subscribe to CNBC ...
Palantir is the best software company and it’s not even close, says D.A. Davidson’s Gil Luria
Gil Luria, D.A. Davidson head of technology research, joins 'The Exchange' to discuss the expectations for Palantir's quarterly earnings results, ...
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