The Exchange

In this discussion, Christina Parsinevila, a Nasdaq reporter with a keen eye on investment trends, dives into the recent dynamics of chip stocks and the Federal Reserve's potential decisions. She highlights the challenges faced by Intel amidst political influences and inflation concerns. The conversation shifts to Viking Therapeutics’ disappointing weight-loss drug trials, drawing interesting comparisons to competitors like Eli Lilly and Novo Nordisk. Parsinevila also explores the current landscape of mega-cap tech stocks and undervalued opportunities in the market.

Chip stocks under pressure following weak guidance from equipment maker Applied Materials. Intel the notable exception on a report that the U.S. government is looking to take a stake in the chipmakers. Our trader tells us which semi stocks he’s buying. Plus, United Health sharply higher after Berkshire Hathaway revealed a stake of five million shares, worth about $1.6 billion. We dive into that move and more.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Listen to the day's top stories, the 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.

Listen to the day's top stories, the 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.

Listen to the day's top stories, the 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.

Listen to the day's top stories, the 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.

Listen to the day's top stories, the 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.

Rick Santelli, a CNBC contributor known for his keen insights on market trends, joins Christina Parts Nevelis, who recently reported on President Trump’s call for corporate leadership changes at Intel. The discussion dives into Trump’s bold tariffs on semiconductors and the potential fallout for tech giants like NVIDIA. They also explore the evolving gig economy, highlighting the challenges and optimism surrounding platforms like DoorDash and Airbnb. Finally, the transformative impact of OpenAI's GPT-5 model on various sectors is unveiled, stirring excitement and debate around the future of AI in the workforce.

Apple shares climb after announcing it will invest another $100B in the US, bringing the total amount the tech giant will invest over the next four years to $600B. But, one technician sees resistance ahead for Apple’s share price. Plus, Fundstrat’s Tom Lee says bitcoin is a leading indicator—and right now, that’s good for stocks.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

President Trump joins Squawk Box to discuss the next Fed chair, future tariffs, and the jobs numbers. Becky Quick and Steve Liesman dig into his wide-ranging interview. Plus, is ‘buying the dip’ morphing into ‘catching a falling knife?’  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.