Squawk on the Street

Zillow CEO Jeremy Wacksman joins to discuss why he says this is one of the toughest housing markets in the last generation. Then, Oracle CFO Hilary Maxson discusses the company's growth plans and AI ambitions. Plus, we break down the latest details of Anthropic's upcoming IPO.

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Anthropic sets its IPO price range at $70 to $78 a share, potentially valuing the AI giant at more than $1 trillion. We break down the filing and what it could mean for the broader market. Plus, Nvidia faces fresh pressure amid allegations involving CEO Jensen Huang and a suspected Chinese spy, with corporate governance expert Nell Minow calling for his suspension. And counselor to Treasury Secretary Scott Bessent, David Zervos, reacts to the CPI print and Kansas City Fed President Logan’s call for at least two more rate hikes.

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Carl Quintanilla, Jim Cramer and David Faber delved into Anthropic's updated IPO filing: The AI giant set a price range between $70 and $78 per share — and outlined plans to price the IPO and go public next week. 

The company could end up being worth up to $1.4 trillion on a fully diluted basis. The anchors also discussed the future for Nvidia: Shares extended Monday's losses on news of the company's investigation into 

CEO Jensen Huang's relationship with a suspected Chinese spy. On the inflation front: October CPI came in hotter-than-expected — and Fed Governor Christopher Waller said he supports a December interest rate hike. 

Also in focus: Why SoftBank shares surged 13%; Skydance tumbles after its first earnings report since the Paramount-WBD merger; CoreWeave earnings preview.

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Goldman Sachs CEO David Solomon joins exclusively to discuss the markets, the AI trade and the midterms. Then, Former Treasury Secretary Jack Lew joins with his expectations for the economy. Plus, we break down the latest details of Nvidia's investigation of CEO Jensen Huang for having a relationship with an alleged Chinese spy.

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What happens to the AI trade as Nvidia launches an investigation into CEO Jensen Huang after he admitted to having an affair with an alleged Chinese Spy. We hear from a former CIA officer about what comes next from Washington and the company. Plus D.A. Davidson lays out the risk for stocks. And Oscar winner Gwyneth Paltrow speaks for one of the first times about her venture firm, which counts itself as a backer of OpenAI and many other Silicon Valley firms.

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Carl Quintanilla, Jim Cramer and David Faber covered the big story of the morning: Nvidia shares down sharply after the company's board announced it is investigating CEO Jensen Huang's relationship with a woman accused of being a Chinese spy. In an email to Nvidia staff, Huang admitted to having an affair with the woman and apologized to his family and company employees. The anchors explored what Nvidia's future would be like without Huang at the helm, President Trump's view of Huang and what's at stake for the AI trade. Nvidia rivals including AMD led a chip sector surge, helping to spark a rally on Wall Street after stocks experienced four straight weeks of losses. A slide in oil prices also boosted market sentiment. Also in focus: Cramer highlights from the CNBC Investing Club Annual Meeting on Friday.

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OpenAI CFO Sarah Friar joins us exclusively from Pebble Beach to discuss demand for AI, the impact of the midterm elections, the company's plans to go public and much more. Then, Citi's Head of AI Research joins with his take on yesterday's massive tech sell-off. Plus, Former Minneapolis Fed President Gary Stern shares his reaction to this morning's jobs number.

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Live at the Citi TMT leadership conference in Pebble Beach, Citigroup Chair and CEO Jane Fraser, on the AI market route, a potential slowdown in data centers and the impact of the midterms. Then PayPal CEO Enrique Lores, in his first interview since taking the job. Where the company is in the turnaround process. And after a historical move in the VIX, could the volatility index be flashing a buying opportunity? A look at the historical trends. And Goldman Sachs’ Chief Economist Jan Hatzius with his first reaction to the better-than-expected jobs report.

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Carl Quintanilla, David Faber and Michael Santoli led off the show with stocks looking to rebound from their worst day in six years. Post-election jitters about the AI trade wiped out $2.5 trillion in market value on Thursday. Bargain hunters stepped in to buy beaten-down semis and necloud names. National Economic Council Director Kevin Hassett joined the program to discuss the stronger-than-expected jobs report — and offered reaction to President Trump blaming Democrats for the market sell-off. Jim Cramer made a surprise appearance at Post 9 before hosting the CNBC Investing Club annual meeting. Hear what he thinks investors should make of the AI rout. Also in focus: Reaction to Texas Governor-Elect Gina Hinojosa's comments on data centers; Anthropic update; Hedge funds' pain; SpaceX vs. Tesla; Airbnb rallies on earnings.

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We cover today's massive sell-off in the tech sector with insight from Janus Henderson's Richard Clode, One Point BFG Wealth Partners' Peter Boockvar and Cantor Fitzgerald's Eric Johnston. Then, Tapestry CEO Joanne Crevoiserat joins to break down the Coach parent company's latest earnings as the stock rallies today. Plus, Box CEO Aaron Levie discusses the company's expanded partnership with Nvidia.000

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