The Exchange

Kelly Evans is back in the anchor chair, and while investors are clamoring about the AI trade, she’s watching the 10-year yield. We’ll debate what its direction means for the markets and the economy. Plus, bitcoin is falling to its lowest level since April, and retail stocks are climbing on Cyber Monday. Morgan Stanley’s retail guru joins us with the names he expects to win big this holiday season.

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The small-cap names to watch as the Russell 2000 outperforms the major averages during the shortened holiday week. Sellers are pulling their homes off the market at a rapid rate, and Redfin CEO Glenn Kelman warns there could be more housing pain ahead. Plus, how consumers are using AI to shop for gifts this season.

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AI laggard Alphabet rapidly moving to the front of the pack, on track to hit a $4T market cap. Consumer confidence hits a 7-month low as recession fears rise. Plus, Best Buy beats estimates and raises guidance... why one analyst says this holiday season could be especially strong for the retailer.

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Novo Nordisk hits a 4-year low, just days after rival Eli Lilly hits a $1T market cap milestone.
Plus, some former high-flyers trading more down to earth. Is now the time to get in?  And, two unlikely names dominating the AI narrative now.

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Stocks surge after the odds of a December rate cut climb. Bitcoin on pace for its worst week in three years. Plus, Alphabet's AI momentum is worrying some of its rivals.

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The Nvidia-fueled rally fizzles, and so do hopes that the Fed will cut rates next month. We look at where you can ride out the volatility and still find opportunity.

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We break down the Nvidia numbers to watch after the bell with VC Lo Toney, and the only analyst with a sell rating on the AI giant. Short-seller Carson Block reveals a rare long position. Plus, what Lowe's got right in its third quarter.

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The Street starting to split on hyperscalers with Rothschild & Co Redburn downgrading Microsoft and Amazon, while Loop upgrades Alphabet. Bitcoin turns negative for the year. Plus, Victoria Greene's three stocks to buy in the pullback.

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Options flashing a bullish, but cautious, signal ahead of Nvidia earnings. Bernstein sees near-term risk for the country’s biggest retailer. Plus, the $100M AI Super PAC picks its first target. 

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A December rate cut is looking less likely, but does the market need it for support?
Plus, Bitcoin is now off more than 20% from its record high, is the bottom in or are more crypto declines coming?
And our tech watcher says AI anxiety is overdone and he’s going shopping. He tells us where he’s seeing the biggest opportunities in the trade.

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Stocks sharply lower as the tech sell-off persists, but one strategist says it's too early for an AI bubble. Disney shares on pace for their worst day since April on mixed results. Plus, a retail bright spot.

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

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The shutdown may be coming to and end, but its impact will last a while longer. We look at the ripples across the markets, travel, and holiday spending.
Why you may want to skip large-caps in favor of smaller names. Plus, our tech watcher says stick with the sector and one name in particular.

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The government could reopen as soon as this week, according to one policy strategist. Deutsche Bank sees 20+% upside in MP Materials. Plus, are 50-year mortgages the key to jumpstarting the housing market?

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OpenAI executives are walking back comments that the government should serve as a backstop for the company. Is OpenAI's business model unsustainable? One of our guests says yes, by design. Plus, what to expect if you’re planning to fly during the government shutdown. And, will home improvement stocks hammer out some gains this earnings season?

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October layoffs just hit a 20-year high. We look at what drove the cuts, and whether more bad news could be ahead. Plus, it’s a crucial day for Tesla with shareholders voting on Musk’s pay package, but it’s not the only reason why today’s shareholder meeting is important. And, we look at what happens to the retail sector if the Supreme Court strikes down Trump’s tariffs.

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The government shutdown is now the longest on record, and it could have an impact on Q4 GDP. Plus, are fast-casual chains like Cava and Chipotle losing their edge as consumers pull back? And Billionaire Barry Sternlicht says New York City is in for a rough time following Zohran Mamdani’s win.

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The freight industry is giving off Great Financial Crisis vibes, according to one CEO.  The earnings trades as consumer names take the spotlight. Plus, can driverless cars steer Uber back in the right direction?

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Kimberly-Clark agrees to buys Tylenol-maker Kenvue for more than $40B.  Amazon teams up with OpenAI for the first time, while Microsoft cuts its own multi-billion-dollar deals with two cloud start-ups. Plus, Palantir hits an all-time high ahead of earnings.

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Amazon hits an all-time high after earnings. The government shutdown will stop SNAP funding tomorrow, affecting 42 million Americans. We look at the ripple effects across several industries.

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The U.S. and China reach trade agreements. What to expect when Apple and Amazon report earnings after the bell. Plus, the XPO CEO shares how tariffs and AI are affecting shipments.

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The Federal Reserve expected to cut rates by a quarter-point. Seymour Asset Management's Tim Seymour and BD8 Capital's Barbara Doran join for the hour to break down what that means for your money.  Plus, we look ahead to big tech earnings as Nvidia's market cap crosses $5 trillion.

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

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Berkshire Hathaway gets a rare downgrade. How much pain the government shutdown could inflict on airlines. Plus, the big tech names to buy ahead of earnings this week.

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Stocks hit record highs after the long-awaited September CPI report showed cooler inflation.  Gold loses some of its luster. Plus, what the c-suite expects from consumers this holiday season.

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Oil prices jump after the Trump administration puts sanctions on Russia. Tesla shares recover after sliding on earnings. Plus, what the options market indicates about the direction of the meme trade.

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

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Warner Bros. Discovery is up for sale... we break down potential buyers and what it means for media. Earnings season continues as markets rally. Plus, how Dick's Sporting Goods is expanding their brick and mortar presence.

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Apple hits an all-time high. AWS network failures affect more than 8 million users. Plus, President Trump doesn't want to be dependent on China's rare earths...could Australia be the answer?

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

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Rhetoric ramps up in trade talks between the U.S. and China. The small cap names to buy now as the Russell 2000 hits an all-time high. Plus, LVMH has its best day in over 20 years.

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

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OpenAI reinforces its AI moat with a Broadcom deal. What’s next in America’s trade war with China after Pres. Trump threatened new tariffs. Plus, Melius calls Tesla a “must-own” stock.

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Stocks, bonds, and the dollar slide as President Trump threatens "massive" tariff hikes on China. We break down the impact on tech, energy and whether you should buy the dip.

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Gold, silver and copper all hitting new highs, but one commodity has yet to participate in the rally. Lululemon's founder says the company is in a nosedive. Plus, could the government take a stake in another rare earths company?

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Nvidia lending billions to OpenAI, xAI and CoreWeave...is the company now propping up demand for its own products? The trade on precious metals as gold and silver both hit new highs. Plus, the state of freight is not that great.

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Box CEO Aaron Levie on partnering with OpenAI. Real estate gets hit by the government shutdown. Plus, three non-AI names that could pop on earnings.

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AMD surges as OpenAI enters another multi-billion dollar partnership, but one venture capitalist is watching for red flags. A technical check on gold as it hits its 42nd record high this year. Plus, can Fannie and Freddie help lower home prices?

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With the jobs number delayed due to the government shutdown, we dig into alternative data for a read on the economy.  Increased competition weighs on betting stocks. Plus, why the newest showgirl is duty-free.

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