Global Walls of Worry, The Next AI Gainers, and A Rising Rates Play 5/31/23

Stocks falling on concerns of global market risks, but our guest sees big opportunities in one key sector. She’ll tell us where, and what to avoid. Plus, if big tech and semiconductors were the first wave of AI, what’s the next? One analyst says watch the freight space. And with mortgage rates seemingly on a rollercoaster these days, where can investors find safety. We’ll speak with the CEO of one mortgage stock that’s beating the market this year.

Om Podcasten

"The Exchange" on CNBC is a one-stop shop for the day's top business stories, along with breaking news and the must-see market movers heading into the back half of the trading day. This newsroom-based program also features lots of original reporting, in-depth conversations and showcases CNBC's award-winning investigative work.