The Exchange

The September jobs report crushed expectations, so did the Fed make a mistake by going big on that first rate cut? We’ll debate. Plus, our market guest says this is what a soft landing looks like, and investors should own small-cap stocks going forward. And restaurants have been challenged by higher wages and a softer consumer, but Guggenheim says one name is dealing with it better than the competition. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

One prominent OpenAI investor says the company is too important to forgo the scrutiny of going public, but one of our guests says that as long as Sam Altman can raise gobs of money in private markets, that won’t happen. He explains his take. Plus, the September jobs report is on deck, Middle East tensions are at a boiling point, and the U.S. election is right around the corner. We unpack the uncertainty. And supply chain disruptions are front and center as port strikes hit day three, but some names could actually benefit from the stalemate. One analyst explains.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

OpenAI is officially closing its multibillion-dollar funding round, marking one of the largest private deals ever seen in Silicon Valley. We have the eye-popping numbers and companies backing the startup. Plus, Nvidia and Accenture are teaming up to accelerate corporate adoption of AI. And Hurricane Helene’s path of devastation took out one of the most important towns for the semiconductor industry. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The latest updates on Iran’s missile attack on Israel, including the ripple effects across the Middle East and the fallout for equities, commodities, and more. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Atlantic Council President Fred Kempe and CNBC Contributor Michelle Caruso-Cabrera join us to break down the rising tensions in the Middle East, and what the future of the region holds for investors. Plus, recovery efforts are underway as Hurricane Helene has left more than two million without power. We have the latest and how each presidential candidate is responding to the disaster. And we’re counting down to a potential ports strike with the economic ripple effects and the impact on retailers. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Our economist doesn’t see the bogeyman in today’s economic data, but warns inflation isn’t going to fade away completely. Plus, we’ll look at how to invest in housing as home prices begin to fall in parts of the country. And Chinese equities are having their best week since 2008, but new tariffs go into effect today. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.