CNBC’s “Money Movers”

The IEA with a historic decision to release 400 million barrels of oil from its strategic reserves. The impact for the markets and energy prices. Plus, what’s behind the massive move in Oracle shares as the street reacts to results and upbeat guidance. And Meta unveiling plans for its new in-house chips as it looks to expand on the data center buildout.

Special Envoy Steve Witkoff on the latest negotiations with Iran. Making headlines about how close Iran was the obtaining a nuclear weapon and why the U.S. decided to strike when it did. What he thinks peace in the Middle East could look like. Plus, the CEO of HPE with his first interview since reporting results. Predicting price pressures on memory to persist into next year. And could Nvidia be looking to get into software? That story, this hour.

Breaking this hour: the New York Fed releases its survey of consumer inflation expectations for the month of February. Then Goldman’s co-head of global commodities breaks down the outlook for oil prices, with the war in Iran showing no end in sight. Plus, how a prolonged spike in jet fuel prices could impact the airline industry and production of planes. The Airbus North America CEO joins the show.

Fed Governor Stephen Miran discusses his outlook for rate policy after a much weaker than expected jobs report. Plus, as energy prices surge, he addresses whether he’s worried there could be a significant impact for inflation. Then a new labor market paper from Anthropic explores the impact of AI on the workforce. Particularly those just entering the labor market.

Oaktree’s Howard Marks lays out how he’s thinking about the AI trade and software, detailing how his personal experience with Claude changed his mind. Plus, why he says the worries in private credit are not systemic. Then TD Cowen breaks down Broadcom results and whether the stock has more room to run. And the CEO of Okta on results and why the competition in AI isn’t a winner take all equation.

Investors react to continued escalation around the globe with Asian stocks plummeting. Deutsche Bank lays out its playbook for navigating the volatility. Then, new CNBC reporting details Anthropic’s growing revenue numbers amid a standoff with the Pentagon. And are Microsoft’s outside AI investments coming back to hurt its own business? All that on Money Movers.

Stocks drop sharply on continued fighting in the Middle East. Two of Wall Street’s top strategists lay out how to think about positioning with so much geopolitical uncertainty. Then, Andreessen Horowitz’s Ben Horowitz on his firm’s investments in aerospace and defense and how the war with Iran is impacting sentiment, especially in the AI sector. Plus, the CEO of MongoDB. The stock getting caught up in fears about software, falling even more after releasing results. His outlook, this hour.

The President addresses the latest on the war with Iran, reiterating the assertion that Iran cannot obtain a nuclear weapon. Then, lead U.S. negotiator for the 2015 Iran nuclear deal. On what comes next in the conflict. Plus, a live report outside Anthropic’s San Francisco HQ, after the Pentagon blacklisted the company and signed a deal with rival OpenAI.

“Money Movers” provides investors with real-time analysis of the stories and the people attracting the attention of the markets each day. Capturing the energy of day’s early trading, the program includes the breaking news and numbers driving stocks and sectors, helping investors make critical decisions. “Money Movers” anchors speak with the CEOs, government decision-makers and newsmakers who play a relevant role in how money is moving.

Street reaction to Nvidia and software results. Nvidia dragging down the major indices as shares move lower after earnings. Plus, State Farm returning cash to customers. A breakdown of those details. Plus, one economic data point flashing a sign that could signal a change in market leadership. B of A breaks that down.

Software faces it latest test with results from Workday. A look ahead to earnings from Salesforce and Snowflake. Plus, the CEO of Cava with his first reaction to earnings. The stock up more than 20% after the company says they are bridging the K-shaped economy. And the Department of Defense pressing anthropic for full access to its AI tools. The company’s response and why it may not be so straight forward.

Along with the coming legal battle over tariff refunds, investors try and understand how new tariffs will impact business. A breakdown of those new levies. Then the CEO of Amer Sports. Owner of Brands like Wilson, Salamon and Arc’teryx, with his reaction to earnings and outlook for the high-end consumer. Plus, long-time media investor Mario Gabelli, on how a new offer from Paramount Skydance, for Warner Brothers Discovery, could tip the scales away from Netflix.

“Money Movers” provides investors with real-time analysis of the stories and the people attracting the attention of the markets each day. Capturing the energy of day’s early trading, the program includes the breaking news and numbers driving stocks and sectors, helping investors make critical decisions. “Money Movers” anchors speak with the CEOs, government decision-makers and newsmakers who play a relevant role in how money is moving.

After the Supreme Court ruled the Trump administration’s tariffs are illegal, we hear from two of the top players in the legal battle. The CEO of Learnings Resources, one of the lead challengers in the Supreme Court case. We also speak with the Counsel of Record for V.O.S. Selections, the wine and spirits company whose name is on one of the leading suits. Plus, how does the ruling impact individual sectors? The breakdown for housing, retail and the AI buildout.

Goldman’s Chief U.S. Equity strategist explains why despite fears surrounding AI disruption, recent earnings reports have shown solid growth. Why he’s standing by his 7,600 year-end S&P 500 target. Then the CEO of Wheaton Precious Metals on the price action in gold and silver, and how that’s impacting his business. Wheaton just announcing a big deal with a top global miner. And the CEO of Carvana reacts to earnings and responds to recent short seller reports surrounding the company’s financials. Why he says they have no merit.

The CEO of commercial real estate giant JLL breaks down the company’s most recent results plus lays out the impact of AI on the sector amid potential fears of a pull-back in office leasing activity. Then Meta’s Mark Zuckerberg arrives at the courthouse in L.A. ahead of his testimony over the harm of the company’s algorithms on kids and teens. Plus, the President of FIFA on the impact of the 2026 World Cup for the U.S. economy.

The CEOs of Medtronic and eToro join the show to break down quarterly results. eToro seeing crypto volumes plunge along with the price of the asset but investors liking what they heard in terms of outlook. Then, the CEO of Twilio on how his company is using AI and why certain companies are being caught up in the software sell-off. Plus, a new quantum company going public on the NYSE. The CEO of ‘Infleqtion’ joins the join with the stock jumping in early trade.

The CEO TC Energy, one of the largest nat gas pipeline operators in the North America, joins the show after posting better than expected results. Plus, he breaks down what AI power demand means for prices. Then with funding for DHS set to expire at midnight, TSA funding is in jeopardy. The impact for travelers during the holiday weekend. And some of the top AI companies are proving they can train their chips without Nvidia’s hardware. The possible ripple effects for the rest of the market.

AI fears are impacting other parts of the market beyond software. A look at the most recent sector facing investor skepticism, with some names down 20%+. Then, the CEO of AWS with Amazon’s first reaction to its ambition $200B capex plans, related to the AI buildout. And breaking news from Washington with changes at the DOJ. Why the Trump administration’s antitrust chief is stepping down.

“Money Movers” provides investors with real-time analysis of the stories and the people attracting the attention of the markets each day. Capturing the energy of day’s early trading, the program includes the breaking news and numbers driving stocks and sectors, helping investors make critical decisions. “Money Movers” anchors speak with the CEOs, government decision-makers and newsmakers who play a relevant role in how money is moving.

Breaking this hour: The New York Fed publishing its most recent report, showing the nation’s household debt jumped in Q4 to $191B. Student loans playing a large part of the equation. Then the CEO of Hasbro joins the show with his first interview post-earnings, the stock doubling over the past two years. And a look at the tale of two AI markets. Why U.S. and Chinese markets have been having very different reactions to the latest AI advancements.

“Money Movers” provides investors with real-time analysis of the stories and the people attracting the attention of the markets each day. Capturing the energy of day’s early trading, the program includes the breaking news and numbers driving stocks and sectors, helping investors make critical decisions. “Money Movers” anchors speak with the CEOs, government decision-makers and newsmakers who play a relevant role in how money is moving.

“Money Movers” provides investors with real-time analysis of the stories and the people attracting the attention of the markets each day. Capturing the energy of day’s early trading, the program includes the breaking news and numbers driving stocks and sectors, helping investors make critical decisions. “Money Movers” anchors speak with the CEOs, government decision-makers and newsmakers who play a relevant role in how money is moving.

“Money Movers” provides investors with real-time analysis of the stories and the people attracting the attention of the markets each day. Capturing the energy of day’s early trading, the program includes the breaking news and numbers driving stocks and sectors, helping investors make critical decisions. “Money Movers” anchors speak with the CEOs, government decision-makers and newsmakers who play a relevant role in how money is moving.

“Money Movers” provides investors with real-time analysis of the stories and the people attracting the attention of the markets each day. Capturing the energy of day’s early trading, the program includes the breaking news and numbers driving stocks and sectors, helping investors make critical decisions. “Money Movers” anchors speak with the CEOs, government decision-makers and newsmakers who play a relevant role in how money is moving.

“Money Movers” provides investors with real-time analysis of the stories and the people attracting the attention of the markets each day. Capturing the energy of day’s early trading, the program includes the breaking news and numbers driving stocks and sectors, helping investors make critical decisions. “Money Movers” anchors speak with the CEOs, government decision-makers and newsmakers who play a relevant role in how money is moving.

“Money Movers” provides investors with real-time analysis of the stories and the people attracting the attention of the markets each day. Capturing the energy of day’s early trading, the program includes the breaking news and numbers driving stocks and sectors, helping investors make critical decisions. “Money Movers” anchors speak with the CEOs, government decision-makers and newsmakers who play a relevant role in how money is moving.

One of the first public reactions from the Fed to the President’s pick of Kevin Warsh for the next Fed Chair. Fed Governor Stephen Miran talks the outlook for rates, inflation and what the future holds for himself in terms of his next job. Then how the Warsh pick impacts the outlook for rates and the market. Deutsche Bank lays out what investors should be thinking about. And gold and silver plummet after the Warsh pick. The Street’s reaction to that move.

The Nasdaq falls more than 2% as Microsoft and software move lower. What’s driving those declines? We discuss. Then, Meta shares jump after an earnings beat with investors shrugging off concerns about growing capex numbers. Plus, the CEOs of Lazard and Raymond James join the show on the back of earnings with their outlook for M&A and the macro economy.

The Dollar rallies as Treasury Secretary Bessent tells CNBC the U.S. is not considering intervention in the currency markets. The Yen moving more than one percent on those remarks as well. Then Evercore’s first reaction to Starbucks results, and whether the stock reaction can be the start of a long-term rally. Plus, the CNBC speaking with the CEO of GE Vernova after raising guidance. Those comments, this hour.

Health insurance stocks plunge after an update related to plans for a smaller-than-expected Medicare rate increase. Then five years after the GameStop trading frenzy. How retail traders are still playing a major role in the market. Plus, the CEO of food distributor Sysco. On earnings and what he’s seeing in terms of food inflation.

CEOs of Minnesota-based businesses respond to the killing of a second U.S. citizen by ICE agents. New comments from the CEO of Target this hour. Plus, the President with a new social media post saying he’s now looking to work with Governor Tim Walz. Then, airlines and utilities respond to the winter storm. Updates on the resumptions of flights and power, this hour.

Intel shares plummet after guidance disappoints investors. A breakdown of the quarter and what tot expects from some of tech’s biggest names that report next week. Then, with many cities on the east coast expecting more than a foot of snow, the CEO of Generac joins to explain how the power grid is prepared for the ice and snow. Plus, beyond AI chatbots. The industry now looking to a much larger and potentially more profitable venture. That story on Money Movers.

The CEOs of Novartis, Authentic Brands and CrowdStrike join the show live from Davos. Responding to the President’s criticism of the pharma industry, laying out the impact of tariffs on retail and detailing rising cyber threats across the globe.

“Money Movers” provides investors with real-time analysis of the stories and the people attracting the attention of the markets each day. Capturing the energy of day’s early trading, the program includes the breaking news and numbers driving stocks and sectors, helping investors make critical decisions. “Money Movers” anchors speak with the CEOs, government decision-makers and newsmakers who play a relevant role in how money is moving.

U.S. Commerce secretary Howard Lutnick joins the show live from Davos with the markets on edge over the President’s tariff threats related to countries pushing back over a U.S. takeover of Greenland. Then the CEOs of Gap and Pfizer, on how their businesses are navigating a trade war.

The White House looking to strike a deal to curb the impact of AI demand on power prices. The CEO of EQT, the largest nat gas producer in the U.S. joins to explain the increase in demand. Then AI is still eating software. A top wall street analyst with a warning about further downside pressure. He lays out the names to avoid.

Shares of Morgan Stanley and Goldman Sachs hit new highs after reporting results. Barclays lays out which stocks in the space are a buy. Then, former National Security Advisor H.R. McMaster on the newly announces Iran sanctions and what to expect from the President’s meeting with Venezuela’s Machado. Plus, TSMC surges after earnings. How those results are reenforcing optimism for the AI rally.

The CFO of Wells Fargo joins the show fresh of the earnings call with the stock falling after results. Then a lawyer representing one of the plaintiffs in the supreme court tariff case joins the show for more on why he’s calling the Trump administration’s tariffs illegal. Plus, Republican Senator Kevin Cramer of North Dakota saying that the Fed Chair should cut a deal and step down in exchange for the DOJ investigation against him being dropped. He explains why.

Former NEC director Gary Cohn reacts to this morning’s inflation data and concerns over Fed independence. Then Goldman Sachs out with its quarterly list of top earnings trades. A list that has historically outperformed the S&P 500 by 3% annually over the past 14 years. Those names, this hour. And former IMF First Deputy Managing Director Gita Gopinath, as global central bankers rush to defend Fed Chair Powell from attacks from President Trump’s DOJ.

Investors react to the DOJ investigation into Fed Chair Jerome Powell over the renovations to the central bank’s headquarters. Former Fed general council Scott Alvarez breaks down what could come next in the legal battle. Then bank and credit card stocks under pressure after the President calls for a cap on interest rates. KBW CEO Tom Micahud helps look ahead to those earnings and the possible long-term impact. And the CEO of nuclear company Oklo, after inking a deal to power Meta’s data centers.

An Illinois toymaker fights against the Trump administrations tariffs. One of the lead plaintiffs in the Supreme Court case challenging the tariffs’ legality. Then the former CFO of Goldman Sachs is now running a firm that’s one of the largest single-family homeowners in the country. He’s pushing back against the President’s call to ban institutional investors from the market. And nuclear stocks are surging after Meta announced a deal for nuclear power. More on those moves.

Shares of defense contractors jumping after President Trump says he wants to increase defense spending by 50% to $1.5 trillion in 2027. The President also adding he wants defense companies to cut dividends and share buyback programs. Then, the U.S. Federal Housing Director Bill Pulte responds to the President’s plan to try and ban large investors from buying single family homes. And Google announcing it will use Gmail users’ full email history as part of some new AI tools unless you manually opt out. That story, this hour.

New this morning: CNBC breaking the news that the sales of sanctioned Venezuelan oil to the U.S. will continue indefinitely. Now more details about oil executives meeting at the White House emerging. The President Trump takes aim at NATO saying other countries in the group don’t have America’s back. Plus, the CEO of Alaska Air Group on the airline’s record purchase of Boeing airplanes. More on the company’s growth strategy.

Doubleline’s Jeff Sherman lays out opportunities in equities and the bond market despite elevated geopolitical risks. Then, the head of Amazon Devices and Services, leading products like Alexa, Ring and Fire TV. Unveiling new AI features at CES. Plus, it could shape up to be the year of the robot. A closer look at new humanoid bots powered by Google, Nvidia and AMD.

We’re live outside the courthouse as Venezuela’s Maduro and his wife are arraigned in Manhattan. How should investors be thinking about geopolitical risks? Then the impact for the energy markets and how oil and energy companies could react. Plus, the Chinese AI IPO pipeline remains red hot. How the debut of new companies impacts global competition with CES kicking off in Las Vegas.

“Money Movers” provides investors with real-time analysis of the stories and the people attracting the attention of the markets each day. Capturing the energy of day’s early trading, the program includes the breaking news and numbers driving stocks and sectors, helping investors make critical decisions. “Money Movers” anchors speak with the CEOs, government decision-makers and newsmakers who play a relevant role in how money is moving.

“Money Movers” provides investors with real-time analysis of the stories and the people attracting the attention of the markets each day. Capturing the energy of day’s early trading, the program includes the breaking news and numbers driving stocks and sectors, helping investors make critical decisions. “Money Movers” anchors speak with the CEOs, government decision-makers and newsmakers who play a relevant role in how money is moving.

“Money Movers” provides investors with real-time analysis of the stories and the people attracting the attention of the markets each day. Capturing the energy of day’s early trading, the program includes the breaking news and numbers driving stocks and sectors, helping investors make critical decisions. “Money Movers” anchors speak with the CEOs, government decision-makers and newsmakers who play a relevant role in how money is moving.

“Money Movers” provides investors with real-time analysis of the stories and the people attracting the attention of the markets each day. Capturing the energy of day’s early trading, the program includes the breaking news and numbers driving stocks and sectors, helping investors make critical decisions. “Money Movers” anchors speak with the CEOs, government decision-makers and newsmakers who play a relevant role in how money is moving.

“Money Movers” provides investors with real-time analysis of the stories and the people attracting the attention of the markets each day. Capturing the energy of day’s early trading, the program includes the breaking news and numbers driving stocks and sectors, helping investors make critical decisions. “Money Movers” anchors speak with the CEOs, government decision-makers and newsmakers who play a relevant role in how money is moving.

The White House’s first reaction to GDP and Consumer Confidence. NEC Director Kevin Hassett joins the show live from Washington. Then the CEO of shopping center operator Tanger. With his outlook for consumer spending and what it signals about the health of the economy. Plus, two of the world’s top AI scientists engage in a heated public debate over the future of the technology. Those details, this hour.

“Money Movers” provides investors with real-time analysis of the stories and the people attracting the attention of the markets each day. Capturing the energy of day’s early trading, the program includes the breaking news and numbers driving stocks and sectors, helping investors make critical decisions. “Money Movers” anchors speak with the CEOs, government decision-makers and newsmakers who play a relevant role in how money is moving.

“Money Movers” provides investors with real-time analysis of the stories and the people attracting the attention of the markets each day. Capturing the energy of day’s early trading, the program includes the breaking news and numbers driving stocks and sectors, helping investors make critical decisions. “Money Movers” anchors speak with the CEOs, government decision-makers and newsmakers who play a relevant role in how money is moving.

Tech portfolio manager Dan Niles explains why there could soon be a near-term bottom in the weighed down AI trade. Then former Fed Vice Chair Richard Clarida reacts to the November CPI print and weighs in on the race for the next Fed chair. Plus, the CEO of Joby Aviation, on plans to double U.S. production by 2027 and expand its network of takeoff and landing sites known as “vertiports.”

Breaking this hour: Google Gemini announcing its latest AI model, aimed at improving speed for a fraction of the cost. Then one city in Arizona saying enough is enough when it comes to the data center buildout. Rejecting a proposal for a new build. The City’s mayor joins to explain. Then the Head of Barclays Tech Investment Banking gives her firm’s outlook for dealmaking as ‘Medline’ goes public in the biggest IPO of the year.

“Money Movers” provides investors with real-time analysis of the stories and the people attracting the attention of the markets each day. Capturing the energy of day’s early trading, the program includes the breaking news and numbers driving stocks and sectors, helping investors make critical decisions. “Money Movers” anchors speak with the CEOs, government decision-makers and newsmakers who play a relevant role in how money is moving.

“Money Movers” provides investors with real-time analysis of the stories and the people attracting the attention of the markets each day. Capturing the energy of day’s early trading, the program includes the breaking news and numbers driving stocks and sectors, helping investors make critical decisions. “Money Movers” anchors speak with the CEOs, government decision-makers and newsmakers who play a relevant role in how money is moving.

“Money Movers” provides investors with real-time analysis of the stories and the people attracting the attention of the markets each day. Capturing the energy of day’s early trading, the program includes the breaking news and numbers driving stocks and sectors, helping investors make critical decisions. “Money Movers” anchors speak with the CEOs, government decision-makers and newsmakers who play a relevant role in how money is moving.

Former NEC Director Gary Cohn react to this week’s Fed decision and why he thinks the labor market will continue to get “squeezed.” Plus, what Disney’s new OpenAI partnership means for the stock. One of Wall Street’s top media analysts gives his instant reaction to comments from Bob Iger and Sam Altman, exclusively on CNBC. And what does Coca-Cola’s leadership announcement mean for the company’s strategy? We discuss.

Oakmark, the fourth largest Warner Brother Discovery shareholder joins to show to discuss the bidding war between Netflix and Paramount Skydance, which they say is far from over. Then could allowing Nvidia to export select chips to China actually slow down domestic advances in the region? That argument, this hour. Plus, Mastercard just out with its 2026 economic outlook. The findings, first on CNBC.

Boeing reports orders and deliveries for the month of November. The numbers, this hour. Then crypto company ‘Twenty One Capital’ makes its NYSE debut after completing a SPAC merger. Founder and CEO Jack Mallers joins the show to break down the outlook. Plus, an exclusive with the CEOs of Fifth Third and Brex after announcing a new commercial partnership.

Breaking this hour: the NY Fed releasing new inflation expectations data and some new numbers surrounding the jobs market, showing improving sentiment. Then a former Netflix and Hulu executive weighs in on Paramount Skydance’s hostile bid for Warner Brothers Discovery. And new reports over the weekend saying another top Apple executive could be looking to leave. A look at Apple’s changing the leadership.

Following Netflix winning the bid for Warner Brothers Discovery’s studio and streaming assets, we look at the regulatory risks associated with the deal, with one guest saying the merger would be “a disaster for America.” Then the robotics industry catching the attention of the White House as the next industry it could look to supercharge. The CEO of Boston Dynamics joins us with more on the discussions with the administration. Plus, it’s being called ‘China’s Nvidia,’ surging more than 400% in its public debut. A look at rising foreign chip competition.

Former CEA Chair Jason Furman argues why the Fed should not cut rates at next week’s meeting, despite his expectation they will do so. Then, Google announcing a new deal in the AI coding space. CNBC breaks the news. Plus, are Geopolitical risks a buying opportunity? Goldman Sachs argues just that as tensions between the U.S. and China further escalates.

Stifel warns of a market pullback over the next several months. Why they think the S&P 500 can fall to 6,350. Then a former OpenAI Exec. weighs in on competition concerns from Google. Plus, Microsoft pushes back on a report they are lowering AI software sales targets. And the CEO of Williams, which handles a third of all natural gas in the U.S., breaks down how AI is impacting prices heading into an already cold winter.

Breaking this hour: Amazon announcing new AI chips and models from its re:Invent conference in Las Vegas. Then, Costco sues the Trump administration seeking a tariff refund. More on the timing of that suit and how it relates to the upcoming Supreme Court decision. Plus, Guggenheim lays out its M&A playbook for the next year and how AI is changing the deal environment.

Former Nasdaq CEO Bob Greifeld weighs in on concerns over an AI Bubble, plus whether the drop in bitcoin should be taken as a market indicator. Then ChatGPT turns three. A look at its rise from disruptor to incumbent and what it means for the competition. And will the S&P 500 rally to 8K by the end of 2026? Deutsche Banks lays out the case.

“Money Movers” provides investors with real-time analysis of the stories and the people attracting the attention of the markets each day. Capturing the energy of day’s early trading, the program includes the breaking news and numbers driving stocks and sectors, helping investors make critical decisions. “Money Movers” anchors speak with the CEOs, government decision-makers and newsmakers who play a relevant role in how money is moving.

“Money Movers” provides investors with real-time analysis of the stories and the people attracting the attention of the markets each day. Capturing the energy of day’s early trading, the program includes the breaking news and numbers driving stocks and sectors, helping investors make critical decisions. “Money Movers” anchors speak with the CEOs, government decision-makers and newsmakers who play a relevant role in how money is moving.

New reports say Meta is in talks with Alphabet to use Google’s AI chips in its data centers. Another catalyst for the company which is gaining traction in the AI trade. Then growing chances of a December rate cut. How comments from Fed officials are changing market sentiment. And Nvidia pushing back against claims of a shorter shelf life for its chips. A look at a private memo sent to wall street analysts.

A new all-time high for Alphabet. How the stock is benefiting from the AI trade and what it means for the competition. Then the CEO of Tanger has a read on the consumer ahead of the holiday shopping season. Plus, Novo Nordisk shares fall following new trial data related to an Alzheimer's drug, while Eli Lilly tops a $1 trillion market cap. Citi breaks down what stocks to own.

SEC Commissioner Mark Uyeda weighs in on the proposal to let 401(k) plans invest in private assets. Then the U.S. CEO of trading platform Webull reacts to quarterly results and how the recent spike in volatility and drop in bitcoin is impacting business. And the CEO of AI chipmaker Cerebras on President Trump’s executive order allowing the sale of the most advanced AI chips to the UAE and Saudi Arabia.

Nvidia and the rest of the market fail to hold on to post-earnings gains. Morgan Stanley lays out how they are thinking about the stock. Then the CEO of Liberty Media. His first broadcast interview since taking the job almost a year ago. Liberty Media owns and invests in several media, entertainment and sports assets - including Formula 1, MotoGP, and Live Nation. And the CEO of Fanatics, Michael Rubin. Breaking the news the company is going to get into prediction markets in the next few weeks.

Elon Musk and Jensen Huang take the stage at the U.S.-Saudi Investment Summit in Washington, DC. Outlining their visions for AI and cutting-edge tech. Then, the CFO of GM joins the show after presenting at a Barclays auto conference. His outlook on pricing and the impact of tariffs. Plus, the tech that Google used to build Gemini 3.0 could pose the biggest threat yet to Nvidia. Those details, this hour.

President Trump hosts Saudi Crown Prince Mohammed bin Salman at the White House. Looking to strike a number of investment deals. Plus, Citi’s Global Head of Tech breaks down how investors should be thinking about the market’s fears of an AI bubble. And the CEO of Medtronic reacts to results after raising guidance. The stock the top gainer on the S&P 500 in early trade.

Bernstein lays out what Nvidia earnings will mean for the broader market and sentiment around the AI trade. Then Apollo breaks down how the energy sector is ripe for investment as it funds the data center boom. Plus could pressure on the upper-end consumer and concerns about youth unemployment be a warning sign about a bigger market downturn?

Investor Dan Niles lays out the companies he thinks will emerge as winners from the AI boom as bubble fears create volatility. Then a look at the unprofitable tech companies that are spurring AI spending and why many on the street are growing cautious. And Walmart announcing a leadership change. What the departure of CEO Doug McMillon means for the outlook.

The Administrator of the U.S. Small Business Administration lays out how the shutdown delayed the delivery of more than $5B in loans to small businesses and what comes next. Then retail traders break their dip-buying streak. How that impacts the momentum trade. Plus, the CEO of Cognizant, after striking a new deal to expand the company’s enterprise AI portfolio.

The CEO of Raymond James talks about potential regulation changes that could impact the business and why the desire for human financial advisers remains strong. Plus, his outlook for the economy as the government shutdown nears an end. Then, new reports say the White House is looking at new rules to curb the influence of proxy-advisers and index funds when it comes to shareholder voting. And Meta announces a new $1B data center in Wisconsin, its 30th data center to date.

The path to reopening the government. NEC Director Kevin Hassett joins Money Movers, first on CNBC, with more on the economic impact of a potential reopening and how missed economic data plays into forecasts. Then, the CEO of Rigetti Computing – reacting to earnings and laying out how investors should think about valuing the quantum trade. And new reports surrounding the departure Meta’s AI chief. More on the shifting priorities in big tech.

Fed Governor Stephen Miran joins the show to discuss how the first steps to end the government shutdown could impact monetary policy and impact growth. Continuing to argue for a 50-basis-point cut in December. Then the CEO of trading platform eToro, on earnings and AI bubble fears among retail investors. And Burger King looking to triple the number of restaurants in China over the next decade. The executive chairman of its parent, Restaurant Brands International, lays out the growth strategy.

CNBC’s Sara Eisen reports from Citi's tech leadership summit in Pebble Beach, California. Citi’s Jane Fraser sits down to discuss market outlooks and where things stand on Citi’s transformation. Plus, IBM’s Arvind Krishna discusses how AI is impacting jobs, whether concerns around an AI bubble are warranted, and much more.

Legendary Tech investor Brad Gerstner weighs in on the outlook for OpenAI and whether they can sustain the current levels of spending after CEO Sam Altman made news on Gerstner’s podcast earlier this week. Then Palantir CEO Alex Karp. Once again pushing back against the short sellers. And flight cancelations grow amid the government shutdown. The impact for travelers right now.

The CEOs of Hyatt and Tapestry react to results, exclusively on CNBC. What they’re seeing from the consumer and the impact of the shutdown. Then Google unveiling a new AI chip as it looks to compete with Nvidia. Plus, the FAA cutting flight capacity at 40 major U.S. airports. The impact for travelers.

Shares of generics drugmaker Teva Pharma jumping double digits after earnings. Its CEO breaks down the impact of tariffs and price negotiations on margins. Then an inside look at Aramco’s AI strategy, live from its headquarters in Saudi Arabia. Plus, the Supreme Court hears challenges against the Trump administration’s tariff policies. A live report from outside the court room.

Breaking this hour: President Trump says SNAP benefits will not be restored until the government is reopen, contradicting previous statements from the administration. Then an exclusive with the CEO of Aramco. How the world’s most valuable company is thinking about the outlook for energy. And Uber reports results. How its autonomous ambitions set the stage for the next leg of growth.

How New York City mayoral candidate Zohran Mamdani’s policies could impact the city’s economy. Plus, an interview with David Rosenberg, founder and president of Rosenberg Research on macro outlooks. Kimberly-Clark’s plan to acquire Kenvue. And why some GOP members of Congress support enhanced ACA tax credits.

Feeling the effects of the government shutdown. The results from Apple and other news in tech earnings. The latest comments from Nvidia CEO Jensen Huang at the APEC CEO Summit. SNAP benefits set to expire tomorrow as government shutdown drags on. Outlooks on oil. Amazon surges on a blowout quarter.

OpenAI facing a new lawsuit from video app Cameo, alleging trademark infringement over a function on its Sora video platform which also has the same name: Cameo. Then the former assistant U.S. trade rep to China, Jeff Moon breaks down what happens following high stakes talks between Trump and China’s Xi. Plus, The cost of the government shutdown. Contractors now risk losing $12B. The impact on small business.

Donald Trump Jr. and 1789 Founder Omeed Malik join CNBC from the FII Conference in Riyadh, Saudi Arabia. The areas of the market they are investing in, their response to potential conflicts of interest and why they continue to back Elon Musk. Then, CNBC with the first look inside Amazon’s new $11B data center. Plus, in a rare show of bipartisanship, Sen. Elizabeth Warren and Treasury Secretary Bessent back a new bill which proposes raising the cap on FDIC insured deposits.

The CEOs of Snap and Circle join the show live from the FII Conference in Riyadh, Saudi Arabia. Then Nvidia hosting its GTC conference in Washington, DC for the first time, a sign of how central Washington and tech policy remains for the industry. And Amazon announcing plans to lay off tens of thousands of corporate workers as it pushes deeper into AI. A look at the parts of the business being most affected.

Qualcomm surges after announcing an AI chip to compete with AMD and Nvidia. Then the CEO of Huntington Bank joins the show to discuss plans to buy rival Cadence Bank for $7.4B. Continuing a spree of M&A. And tech investor Dan Niles helps look ahead to big teach earnings with five of the seven Mag 7 names set to report.

For the first time since the government shutdown, new inflation data being released. Former Minneapolis Fed President Gary Stern breaks down the impact for future rate cuts. Then, Ford shares jumping on the back of results and plans to “significantly increase” its U.S. pickup truck production. Plus, the CEO of PayPal’s crypto partner Paxos. His first TV interview since the company accidentally minted $300 trillion in stablecoins. He explains what happened and the impact on industry confidence.

The CEO of Lazard reacts to results. A boost in dealmaking help to drive record revenue. Then utility company FirstEnergy reporting a beat across the board. Its CEO breaks down how a surge in demand for energy to power AI data centers is impacting business. Plus, a new report says the Trump administration is considering taking stakes in companies in the quantum computing sector. A look at how these investments differ from what took place with Intel and other rare earth companies.

The CEOs of Stifel and Taylor Morrison react to earnings. Stifel gives its outlook for the deal environment, while Taylor Morrison gives on update on rates and the housing market. Then GE Vernova falling after reporting results. How the company is working to power AI data centers. Plus, the latest on a possible U.S. bailout of Argentina and the reaction from the currency markets.

Am Major board shake-up at Wegovy maker Novo Nordisk. How that leadership change impacts a stock that is down 50% in a year. Then Alphabet shares fall on fears of OpenAI competition in the form of a web browser. And Philip Morris down big despite an earnings beat. The CEO joins to break down the quarter.

The CEO of USA Rare Earth joins the show after the stock has skyrocketed on the back of a trade war with China. Then the Australian Prime Minister visits the White House. The country expected to pitch itself as an alternative to China when it comes to critical minerals. And then Evercore with a tactical outperform call on Apple, as the stock hits a new all-time high. The analyst behind that call joins us with more on the bull case.

A look at how Oracle started to win mega-deals over its competitors. Now Inking an agreement with Meta. Looking to further diversify its customer base. Then stocks in the weight loss industry falling after President Trump says prices will soon be coming down. One of the street’s top health care strategists give his outlook. Plus, Apple striking a deal for the U.S. Formula 1 rights. A look at its live event strategy and what it means for F1 with the CEO of the Cadillac F1 team.