A 'Code Red', A Bitcoin Bounce & A Food Fight 12/2/25

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• 00:00

  You're listening to The Exchange.

• 00:02

  Here's today's show.

• 00:06

  Thank you, Mike.

• 00:06

  Hope all is well down there, by the way.

• 00:08

  Bitcoin is on the rebound today, and a code red has been issued in the AI Arms race.

• 00:13

  Welcome to The Exchange.

• 00:15

  I'm Kelly Evans.

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  Let's get a quick check on the markets with stocks as you can see, kind of higher across the board,

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  but the Nasdaq is leading the way and we'll talk more about that as tech and crypto find their footing.

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  The small caps struggling somewhat to stay positive,

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  still lagging year to date and bonds are pretty muted this hour.

• 00:29

  The AI plays, the semis, the software, those are all leading the way today.

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  You can see Nvidia and Intel among the best performers, but again, Nvidia's up 1%.

• 00:37

  The real standout is actually not really a tech name at all, it's Boeing today.

• 00:42

  The surprising winner with a nearly 9% surge on some positive commentary earlier on.

• 00:47

  It's leading the Dow and the positive cash free cash flow guidance is one reason why this name and a lot of the industrials by the way are rallying in sympathy.

• 00:55

  We'll talk to Cantro about that.

• 00:57

  Crypto is helping the risk-on trade.

• 00:58

  Bitcoin's up 7% after having its worst days since March.

• 01:01

  Can you trust the comeback?

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