The Exchange

Experienced market analyst discusses market behavior post no recession, highlights opportunities and favorite stock picks. Trader anticipates Nvidia move. Khan Academy collaborates with Microsoft to offer AI tutors for teachers. AI's role in education and fraud detection is explored. Amazon plans AI overhaul for Alexa with subscription model.

Microsoft's developer conference updates and insights on Fed's monetary policy. Discussion on inflation dynamics, market signals, tech giants' AI competition, and gold investments. Analysis of streaming bundle, gold price surge, and retail companies' earnings growth.

The consumer is doing just fine, even on the low-end. Two of our guests are making that point today. One of them says they’re taking cuts off the table until at least December, while the other says there’s even a case to be made to raises – not cut – this year. Both are here to explain and tell us how they’re positioning from here. Plus, the “Black Swan” is here to talk AI, Bitcoin, Middle East turmoil, and where he’s seeing the biggest risks. Nassim Taleb join us live to tell us how you can position to protect yourself – and even profit from it. And Wells Fargo says China’s rise to dominate the global EV market is not all bad news for U.S. auto stocks. We’ll reveal the one name that may even benefit from it. 

Does the rally have room to run? Our market guest says yes, and for one specific reason. She’s here to make her case, and bring one name she’s especially bullish on. I’ll give you a hint – she buys her gas and her champagne there. Plus, OpenAI partnering with Reddit is just the latest example of AI companies racing to secure access to data. And they may be knocking on this company’s door too. We’ll bring you the name, and the man lending AI efforts there.  

milestone moment. The Dow just hit 40,000 for the first time ever, but can the bulls keep the momentum going? Our market guest has concerns about the strength of the economy and the consumer. He’s here with what makes him worry, and what he’s buying against this backdrop. Plus, speaking of the consumer, one of our guests is hoping to attract a particular kind. We’ll tell you who, how, and why they’re on this year’s Disruptor 50 list. And speaking of disruption, is ChatGPT’s latest tech a killer or catalyst for language learning companies? The CEO of Duolingo isn’t worried, he’s welcoming it with open arms. 

Stocks are surging after inflation cooled a bit last month. We’ll look at what that means for the Fed’s next move. Plus, lower yields are boosting homebuilders today, but new data shows demand could be slowing and we could be nearing an inflection point. And now that Google’s announced an AI assistant and search overhaul, what do all the big tech moves mean for advertisers and publishers?

Kelly explains how many investors have done better over time than they realize.

Google’s annual developers conference is kicking off with some big announcements on the company’s AI initiatives. We’ll bring you the headlines and break down what they mean for the AI race. Plus, meme stocks are back in the spotlight, and we’ve got the charts, the chatter, and the trade on the latest stock market craze. And Mastercard’s new numbers show consumers spending big on travel. We’ll break down the data with Mastercard’s chief economist, Michelle Meyer.

Kelly explains why the Fed’s battle against inflation is far from over.

Roaring Kitty and the meme trade are back, along with the rising risk of stagflation. We’ll look at how to position, and how to diagnose the health of this market rally. Plus, Apple, Google, and Microsoft are gearing up for their developer conferences. But OpenAI is front running all of them with today’s spring update. We have the headlines and the implications of a potential landmark deal with Apple. And despite big gains from GLP-1 makers, health care is underperforming the broader market this year, and our market guest has three value names in the space.