CNBC’s “Money Movers”

Foundation Capital General Partner Steve Vallasso joins the show, co-leading the series A funding round for Cerebras in 2016. Now owning seven percent of the company as it makes its public debut. He weighs in on the competitive landscape for the chipmaker. Then speaking of chips, Nvidia at all-time highs as CEO Jensen Huang joins the President on his trip to China. And what are the challenges for Kevin Warsh as he takes over for Jerome Powell as Fed Chair? We look at those, on Money Movers.

Nvidia CEO Jensen Huang a surprise addition to the President’s trip to China. What’s it mean for the company’s China strategy? We discuss. Then PPI data showing inflation coming in hotter than expected. Barclays Chief U.S. Equity Strategist explain what it means for the markets. And breaking this hour. Boston Fed President Collins says she could see a scenario where the Fed could begin tightening. Those headlines on Money Movers.

Goldman President John Waldron joins the show, live from the company’s NYC headquarters. Detailing the Impact of the war on the markets and the dealmaking landscape. Plus, how the firm is using AI. Then Goldman Sachs Asset Management’s Global Co-Head of Private Credit on redemption requests and the state of the industry. And new data from the NY Fed shows 90-plus day credit card delinquencies hitting a 15-year high. Could surging oil prices add to debt concerns.

This hour: The President calling the ceasefire with Iran “weak” adding it was now on “life support.” We have the latest from Washington. Then former Treasury Secretary Steven Mnuchin on the President’s trip to China and how the Iran war plays into those negotiations. And the Chief Revenue Officer of OpenAI, on the launch of ‘DeployCo,’ which aims to work with other companies to integrate the firm’s technology.

An exclusive with Citi CEO Jane Fraser after the firm raised its profitability targets. Fraser also confirming she will join the President on his trip to China next week. The Chicago Fed President Austan Goolsbee with his first reaction to the jobs number and what it means for rates. And the CEO of Brookfield Asset Management, with more than a trillion dollars in assets. Where his firm is putting capital to work.

The CEO of Shell joins CNBC for his first interview after earnings. How higher oil prices are boosting profits. Then breaking this hour, CNBC reporting the CEO of Boeing is set to join President Trump on a trip to China next week. And Marathon Asset Management CEO Bruce Richards, still seeing inflows and demand in private credit.

Oil prices drop on a report that the U.S. and Iran are moving closer to a deal to end the war. Then the AI trade powering AMD to new highs. Plus, Shaq and the CEO of Authentic Brands, Jamie Salter, on what they’re seeing from the consumer and the outlook for inflation. And FHFA Director Bill Pulte on the current state of mortgage rates and the status of the criminal referrals he brought against Fed Chair Powell and Fed Governor Lisa Cook.

IMF Managing Director Kristalina Georgieva weighs in on the Iran war and how its effecting global growth and inflation. Then Oaktree’s Howard Marks on the impact of the war on stocks and whether he sees an AI bubble. Plus, the CEOs of Anthropic and JPMorgan speaking at an Anthropic event about the impact of AI on finance. We bring you those comments, this hour.

A big lineup from the Milken Institute Global Conference in Los Angeles. Pershing Square CEO Bill Ackman following the mixed reception to the public debut of his company on the NYSE last week. Plus, the CFTC Chairman on regulating predictions markets. And Brookfield’s Bruce Flatt on how he plans to deploy his firm’s $128B in dry powder, especially in data centers.

The NASA astronauts from the Artemis II mission join the show from the floor of the New York Stock Exchange, discussing data centers in space, Elon Musk’s impact on the industry and much more. Then earnings from Chevron and Exxon help paint a picture of just how much the Iran war is impacting global oil markets. And Apple results showing strong demand, but how will memory prices impact outlook? All that on Money Movers.

The CEO of Qualcomm joins the show with the stock surging after results. The company saying it has a new mystery hyperscalers customer which it will reveal in the coming months. Plus, the CEO of commercial real estate firm JLL on earnings and the opportunity in data centers. Then CNBC speaking with sources, confirming Meta plans to tap the bond market in an effort to raise $20-25B. The stock falling on concerns over its capex plans. And can consumers expect any relief at the pump with gas prices at 2022 highs? We discuss.

What does the surge in memory stocks signal about the broader AI trade? A look at those moves, ahead of four Mag 7 earnings reports tonight. Then early SpaceX and xAI investor Peter Diamandis on Elon Musk’s lawsuit against OpenAI. Plus, how to value a SpaceX IPO. And the CEO of Teva Pharma after reporting an earnings beat and announcing its first acquisition in a decade.

A new report that says OpenAI has missed some key revenue and user targets hits the AI trade. A look at the sectors and stocks most impacted. Then the CEO of Novartis with a warning about the Trump Administration’s drug pricing strategy. Plus, reaction to quarterly results. And the CEO of Shell reacts to the UAE’s departure from OPEC as well as the company’s $16.4B deal for Canada’s ARC Resources.

Bridgewater Founder Ray Dalio joins the show, laying out why he says Fed Chair nominee Kevin Warsh shouldn’t cut rates, why wealth taxes could be a bubble popper and much more. Then a look ahead to a big week of tech earnings, including four names in the Mag 7. And calls to fund DHS grow from Capitol Hill after the attack at the White House Correspondent’s Dinner. That latest from D.C., this hour.

Former General Council for the Fed Board of Governors, Scott Alverez, reacts to the breaking news the DOJ is dropping its criminal probe into Fed Chair Jerome Powell, potentially paving the way for the confirmation of Fed Chair nominee Kevin Warsh. Then the CFO of OpenAI on an IPO timeline, the cost of compute and the risked posed by new AI cyber tools. And CrowdStrike CEO George Kurtz on why he says the AI models that identify cyber vulnerabilities, don’t pose an existential risk to his business.

Shares of IBM and ServiceNow drop while Texas Instruments surges on the back on earnings. A look at the dispersion in the tech trade. Then the CEO of CBRE on the opportunity in data centers. And the CEO or regional bank Pinnacle Financial on results and exposure to private credit.

CNBC speaking with the CEO of GE Vernova as that stock surges on the back of earnings. How AI is generating massive demand for that business. Then the CEO of Philip Morris on the company’s smokeless products such as Zyn, which are leading growth. And ahead of its IPO, a look at SpaceX’s AI strategy and a potential $60B acquisition.

President Trump’s nominee for Fed Chair, Kevin Warsh, takes questions from members of the Senate Banking Committee during his confirmation hearing.

A look at the impact for the energy and equity markets with the President saying an extension of the current ceasefire is unlikely to be extended. Then QXO CEO Brad Jacobs on the company’s $17B deal for TopBuild, a company in the building and construction sector. And an early investor and Anthropic breaks down the company’s recent push for diplomacy in Washington.

Stocks surge and oil drops as investors react to news about a reopening of the Strait of Hormuz during an Israel/Lebanon ceasefire. But IRGC affiliated media says Iranian armed forces will oversee ship movement in the Strait of Hormuz, adding if a U.S. naval blockade continues, the Strait will be closed. Then, CNBC reporting Cerebras could file an S1 as soon as today, moving forward with its plans to go public. Plus, how investors should think about Netflix results as that stock drops.

Breaking this hour: President Trump says Israel and Lebanon will begin a 10-day ceasefire today at 5pm ET. Then, the CEO of Charles Schwab with his first reaction to results. The company also announcing it will get into crypto trading. And new reports say the Pentagon’s in discussion with companies to be its next AI partner, after a fallout with Anthropic.

What’s behind the rebound in many software names this week? Jefferies’ Brent Thill breaks down some potential drivers. Then What Meta’s deal with Broadcom signals about Mark Zuckerberg’s larger AI ambitions and strategy. Plus, the U.K.’s Rachel Reeves, Chancellor of the Exchequer, with a warning about the Iran War’s impact on growth for the country.

The CFO of Wells Fargo in his first interview after reporting results. Why the company decided to break out its exposure to private credit. Then the CEO of Carlyle on whether he thinks the private credit fallout is systemic after the firm’s fund saw redemption requests top 15%. And Boeing reporting March orders and deliveries. We break then numbers, 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.

Concerns grow over AI’s cyber security risks with the Fed Chair and Treasury Secretary meeting with bank executives. Legendary investor Bill Gurley lays out his thoughts on the rapidly changing landscape. Then CoreWeave inking yet another deal with a major AI player, this time Anthropic. We look at the bull and bear cases for the stock. And a new treatment from Revolution Medicines targets one of the deadliest forms of cancer, pancreatic.

Breaking this hour: Israel Prime Minister Netanyahu instructing his officials to start direct talks with Lebanon as soon as possible. Then, IMF chief Kristalina Georgieva details why the Iran war is holding back the agency from upgrading global growth. Plus, Amazon with a massive data center investment in Mississippi, at the same time the Maine legislator votes to become the first state to ban all new data center construction.

Retired General Mark Kimmett lays out the diplomatic and military options left for the U.S. in Iran, after a ceasefire that he says gives Iran the upper hand. Then former Energy Secretary in the Obama administration, Ernest Moniz, on potentially seizing Iran’s nuclear materials and the plunge in oil. Plus, why Anthropic says its latest AI model is too powerful to release to the general public.

The New York Fed out with new inflation expectation numbers, showing consumers inflation worries are growing. Then, the CEO of AWS on the company’s investment in OpenAI and how the Iran war is impacting business, after several data centers were targeted. Plus, a look at what could be behind the big move lower in shares of Apple. All that on Money Movers.

NEC Director Kevin Hassett detailing the impact of the Iran war on gas prices, making the case that the spike in prices will be short term even as the President threatens increased military action. Then CNBC reporting OpenAI still on track to go public at the end of this year even as other publications says there are some internal disagreements in the c-suite. And the CEO of Anaplan. Explaining why not all software companies are the same.

New reports about potential protocol to oversee the Strait of Hormuz helps lift stocks off the lows. TD Bank U.S. Vice Chair Jeff Solomon lays out what it means for investors. Then, Goldman lays out the outlook for oil after the commodity jumped double digits on the back of remarks from the President. Plus, an early SpaceX investor joins the show as that company prepares to go public in what’s expected to be the biggest IPO in history.

Breaking this hour… Eli Lilly’s oral weight-loss pill approved by the FDA. What the company’s CEO told CNBC about the growth story. Then new reports say SpaceX has confidentially filed for an IPO. Plus, which companies could be the next target of an activist investor? Barclays with a new report looking at just that.

A new Reuters report says Iran’s IRGC is issuing a warning against 18 U.S. companies including Microsoft, Apple and Google. The Latest from Washington. Then the World Bank Group’s Managing Director on the impact of the Iran war on countries and economies around the globe. Plus one Wall Street firm cutting its Tesla price target by $100. He joins the show to explain.

The Fed chair takes questions on the job market and the economy while speaking at a Harvard event. How AI is impacting the workforce, plus the ripple effect of the Iran war on inflation. Then with the President threatening new strikes against Iran, Doubleline’s Jeff Sherman breaks down the impact for stocks and bonds. And aluminum the latest commodity to surge. More on what the potential supply chain disruption could look like.

A federal judge handing Anthropic an early win in its court battle against the Department of Defense. We talk with an investor about the implications for the business. Then, the CEO of AI drone company ‘Shield AI’ on increased demand for the technology around the globe. Plus, Citi with some new calls about stock allocation based on the impact of the War in Iran. Its Head of U.S. Equity Strategy joins the show to explain.

While hosting a cabinet meeting at the White House the President revealing what was previously a secret, the “present” he said the Iranians gave the U.S. earlier this week. We bring you those remarks. Plus, with rising energy prices, how is the consumer reacting? We ask the CEO of Tanger. Then we get to new details about Apple’s U.S. manufacturing push, just released this morning.

With back-and-forth headlines about a possible ceasefire, we talk to a Middle East and energy expert about how the market its viewing the possibility of a pause in fighting. He explains why things are likely to get worse before they get better. Then Arm unveiling its first in-house chip. Why investors are applauding the news and what it could mean for competition. Plus, the CEO of Chewy reacts to earnings after providing upbeat guidance.

Apollo and Ares the latest firms to limit withdrawals from their private credit funds. Guggenheim Partners Executive Chair and former Bear Stearns CEO Alan Schwartz breaks down what the ripple effect could be for the market. Plus why he thinks Kevin Warsh could be a stabilizing force for the Fed and stocks. Then why Asia could be facing an outsized disruption in the energy markets. And Anthropic taking the DoD to court, asking a federal judge to block the Pentagon’s order to blacklist the company from the U.S. supply chain. A live report from outside the courthouse in San Francisco.

Stocks jump and oil plunges on comments from the President about a potential ceasefire in the Middle East. Former Defense Secretary William Cohen lays out what options are available both militarily and diplomatically. Then CNBC speaking with the CEO of a top energy producer at CERA week in Houston. What he as to say about the outlook for prices. And should investors rotate out of the Mag 7? One strategist makes the case.

Meredith Whitney lays out why the midterm elections could be the biggest risk to the market. As the Iran war pressures the consumer, especially at the pump. Then Google looks to take advantage of the battle between Anthropic and the Pentagon, even as its own employees side with Anthropic. Plus, the CEO of a fertilizer startup on how his company is trying to alleviate roadblocks in the supply chain caused by the Iran war.

The President addresses the latest developments in the Iran war while hosting the Japan Prime Minister at the White House. Oil spiking after new attacks on key energy infrastructure in the Middle East. Then private equity’s software exposure. Where Apollo is looking for opportunity after a market pullback. Its Co-head of Private Equity breaks it down.

A new report says the hyperscalers are more productive than any nation on earth and now “Too big to fail.” The author behind that report explains. Then the CEO of nuclear company Oklo on the path to profitability, fresh of full-year results. And securing AI agents. The CEO of IT security company Sailpoint, on earnings and fears in the software sector.

Former NEC Director Gary Cohn on the Iran War, the U.S. economy and what it could me for inflation and the Fed. Plus the impact on investment here at home. Then while oil prices grab the headlines, the long-term impact of the Iran War on natural gas could be much more severe. And Nvidia CEO Jensen Huang provides more details about the company’s future revenues in an exclusive with Jim Cramer. The street reaction, this hour.

In an exclusive interview with CNBC, Treasury Sec. Scott Bessent detailing what the passage of ships in the Strait of Hormuz means for global energy prices. Then Morgan Stanley Wealth Management detailing what high oil prices could mean for the upcoming midterm elections. And Benchmark’s Bill Gurley. On how AI is disrupting the workforce.

The Defense Secretary says he’s not concerned about the closure of the Strait of Hormuz, but one energy and geopolitical analyst says the timeline for a resumption of safe passage could take far longer than the administration predicts. Then, Adobe announcing a leadership change. A look at how the next generation of software CEOs will have to adopt to fend off disruption fears. Plus, the CEO of Wheaton Precious Metals. On earnings and the impact to the industry from the Iran war.

Reserve oil releases not enough to quell prices with Brent surging back above $100 per barrel. A top energy trader explains how he’s playing the volatility. Then it’s not just oil being impacted by the closure of the Strait of Hormuz. Fertilizer shipments also delayed. We explore the potential impact on food prices. And a change in the odds for future rate cuts. Why traders are changing their projections.

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.