The Exchange

Exciting developments are unfolding as Beijing's new stimulus measures ignite a rally in Chinese stocks, stirring debates on their long-term impact. Meanwhile, OpenAI faces a significant leadership shake-up while considering a for-profit transition, raising questions about its future direction. On a different note, Southwest Airlines celebrates soaring stock prices following positive guidance from its Investor Day, showcasing its strategies amid competitive pressures. Join in on the lively discussions of these pivotal topics shaping the market landscape.

Mark Zuckerberg, co-founder of Facebook and a leading voice in tech innovation, discusses groundbreaking advancements at Meta's conference, including the launch of an affordable Quest headset. Meanwhile, the SEIU President, a champion for workers' rights, shares insights on the upcoming elections and labor market concerns. Expectations for small-cap stocks rise post-Fed rate cuts, bringing optimistic investment strategies to the forefront. The conversation also touches on tech's role in evolving labor dynamics amid regulatory pressures and consumer behavior shifts.

Listen to the day's top stories, theOur market guest says stocks will go higher from here, but don't chase the winners, and buy the setback stocks instead. Plus, consumer confidence is hitting a three-year low. We'll look at how that sets up the holiday shopping season, and the retail trade from here. And we’ll look at one under-the-radar green energy stock and how it's positioned to benefit from the nucelar renaissance. must reads & a whole lot more for today's modern investor.

Deal chatter around Intel is running rampant, but our guest says Intel’s not the right fit and has a different semiconductor merger in mind. He’ll join us to make his case. Plus, the U.S. nuclear renaissance is taking shape and we’ll speak with the CEO of Uranium Energy Corp, which just struck a major deal in the energy space. And Nike, Starbucks and Boeing all have new CEOs, but is that enough to invest in their turnaround stories. Tim Seymour joins us with a special 3 Buys, a Bail, and a Boot.

Stocks are in rally mode following the Fed’s big rate cut, but our market guest says it may be time to slow down and get cautious. He explains why. Plus, Bank of America crunched the numbers and says one sector – and several names in it – is poised to pop following the first rate cut. The analyst joins us to make his case. And perhaps this is the news you needed today – you can now have Olive Garden breadsticks on demand. We dive into Darden’s new partnership with Uber, and more in the delivery space. 

It’s the final hour before the Fed decision, and our guests are divided on whether the Fed will cut by 25 or 50 basis points. We’ll look at how to position for either scenario and what the path forward for the Fed looks like regardless. Plus, Senators Warren and Kennedy join us in-studio with their take on the Fed decision, the looming government shutdown, and the presidential election. And SEC Chair Gary Gensler is here with a First On CNBC interview, following the agency’s unanimous vote for new rules in the stock market.

The market seems to be ignoring today’s retail sales data ahead of the Fed decision on interest rates tomorrow. We’ll look ahead to the most uncertain Fed meeting in nearly a decade. Plus, the CEO of Rocket Companies says a quarter-point cut could lead to mortgage rates climbing in the near term. He’ll join us to explain why. And one analyst sees several names at or near inflection points, even if things slow down into the holiday season.

We’re two days away from one of the most consequential Fed meetings in recent years. Will the market get a half-point cut or only 25 basis points? We’ll look at the latest odds and what it means for investors. Plus, Brown Harris Stevens CEO Bess Freedman joins us ahead of the decision with what it will mean for the housing market. And the Dean of Valuation, NYU Professor Aswath Damodaran, is here with his take on Apple and the three companies facing life cycle challenges.

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