Squawk on the Street

November 13, 2026; 11am: Squawk on the Street breaks down NVIDIA’s leadership shock, the AI trade, credit-market signals and Cerebra Systems’ momentum after earnings. The hour also covers Estee Lauder’s turnaround, GTA 6’s launch stakes and Anthropic’s IPO roadshow with Jamie Dimon.

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November 13, 2026; 10am: Squawk on the Street examines AI’s impact on inflation, consumer and enterprise spending, and the widening NVIDIA leadership and chip-export fallout. Gary Cohn, Alex Kantrowitz and Sarah Bianchi weigh in on AI ROI, Anthropic’s IPO, U.S.-China chip controls, OpenAI’s ChatGPT Wallet, Bitcoin weakness and a Microsoft outage.

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November 13, 2026; 9am: Squawk on the Street breaks down a volatile market open as NVIDIA fallout, hot PPI, higher yields and AI-chip demand dominate trading, with Chuck Robbins detailing Cisco’s AI infrastructure momentum. The hour also weighs Microsoft’s Outlook outage, Anthropic anticipation, semiconductors, Berkshire, Costco and health care leadership.

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November 12, 2026; 11am: Squawk on the Street tracks NVIDIA’s market reaction after Jensen Huang’s resignation, with analysts and authors weighing the leadership vacuum, AI-chip competition, China export controls and Washington scrutiny. The hour’s key takeaway: NVIDIA remains central to the AI ecosystem, but its succession, geopolitical risk and policy exposure are now major market variables.

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November 12, 2026; 10am: Squawk on the Street covers Jensen Huang’s resignation from NVIDIA, Colette Kress’s interim CEO role, and the immediate market reaction. The hour focuses on succession risk, governance questions, AI supply-chain exposure, and what the shakeup could mean for shareholders, partners, and competitors.

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Carl Quintanilla, Jim Cramer and David Faber provided wall-to-wall coverage of the day's biggest story: Jensen Huang resigned as Nvidia CEO one day after the New York Times reported he had a second extramarital affair. The chip giant appointed Colette Kress as the interim CEO — she will also maintain her role as CFO while Nvidia searches for a new chief executive. Shares tumbled more than 10% on the news. The anchors explored potential successors to Huang and discussed what's at stake for the company, its stock and the AI trade. Nvidia was hit with numerous Wall Street downgrades, while neocloud stocks such as CoreWeare and Nebius tumbled. Also in the mix: AMD among the chip and tech stocks rising in wake of the Nvidia shake-up.

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Former FBI Agent Robin Dreeke joins to discuss Nvidia CEO Jensen Huang's scandal and how the agency handles corporate espionage cases. Then, we break down CoreWeave's latest earnings report as shares surge this morning. Plus, Jefferies TMT Investment Banking Executive Chair Jason Greenberg joins with his outlook for tech amid the recent volatility.

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The Nasdaq surges following strong results from CoreWeave, with the CEO weighing in on what the numbers signal for the broader AI trade. Plus, Warren Pies explains why he believes the biggest risk to markets isn't artificial intelligence. And Nvidia faces mounting scrutiny as new allegations involving CEO Jensen Huang emerge, fueling calls for his resignation.

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Carl Quintanilla, Jim Cramer and David Faber led off the show with CoreWeave shares soaring and leading stocks in the AI trade higher on the neocloud's Q3 beat and raised guidance. CoreWeave CEO Mike Intrator joined the program at Post 9 to talk about the company's results, strength in AI compute demand and partnership with Nvidia. Hear what Intrator said about Nvidia CEO Jensen Huang in wake of the chip giant's investigation into Huang's relationship with a suspected Chinese spy. The anchors also discussed Nvidia choosing law firm Wachtell Lipton to conduct the Huang probe, as reports surface about House Republicans considering issuing a subpoena to Huang — and a GOP senator calling for him to step down as Nvidia CEO. Also in focus: OpenAI's revenue growth; Anthropic IPO update; S&P 500 aims for back-to-back daily gains of at least 1%, the NYSE commemorates Veterans Day with a moment of silence.

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Cramer explains the real reason why this tech stock is in free fall. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market’s biggest headlines, analyst calls and holdings in the Charitable Trust – and see up close how they decide when, and if, to take action on stocks. Sign up here:  cnbc.com/morningtake

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