Evolution in the AI trade. A rise in long-term global bond yields. And the key names to watch this week.

Market Rally, Oil Slips, C-Shaped Economy 8/4/26

"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.