In his first CNBC appearance in nearly two years, billionaire John Paulson, alongside NovaGold Chairman Thomas Kaplan, reveals why he’s staying focused on gold. Capex the main focus of Alphabet’s Q2 earnings, and one analyst expects it to top $300B in 2027. Plus, “I can’t believe we’re living in this right now. It’s insane,” says a former Marine Corps hacker about OpenAI’s Hugging Face breach.<br><br>Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

John Paulson Stays Gold, Alphabet After the Bell, and the Hugging Face Hack 7/22/26

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[SPEAKER_C] You're listening to The Exchange. Here's today's show. Leslie, thank you very much. Stocks are shaking off their earlier losses as oil prices rise. The S&P has now gone positive. NVIDIA is up 3%. And the biggest earnings event of the season is just a few hours away. I'm Kelly Evans, and welcome to The Exchange. And it's the headline being heard around the world today. A test version of OpenAI broke out, got itself on the internet, and hacked Hugging Face, which is like a GitHub for AI. We'll get reaction from a cyber expert on that story later on. We are also keeping an eye on oil prices as Brent hits nearly $95 overnight and WTI is back over $86 a barrel.

John Paulson Stays Gold, Alphabet After the Bell, and the Hugging Face Hack 7/22/26

Read the full transcript

The candid version is on a podcast,
not the earnings call.

John Paulson Stays Gold, Alphabet After the Bell, and the Hugging Face Hack 7/22/26

Read the full transcript

The candid version is on a podcast, not the earnings call.

The candid version is on a podcast,
not the earnings call.