Listen to the day's top stories, the must reads & a whole lot more for today's modern investor.

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The September jobs report crushed expectations, so did the Fed make a mistake by going big on that first rate cut? We’ll debate. Plus, our market guest says this is what a soft landing looks like, and investors should own small-cap stocks going forward. And restaurants have been challenged by higher wages and a softer consumer, but Guggenheim says one name is dealing with it better than the competition.

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One prominent OpenAI investor says the company is too important to forgo the scrutiny of going public, but one of our guests says that as long as Sam Altman can raise gobs of money in private markets, that won’t happen. He explains his take. Plus, the September jobs report is on deck, Middle East tensions are at a boiling point, and the U.S. election is right around the corner. We unpack the uncertainty. And supply chain disruptions are front and center as port strikes hit day three, but some names could actually benefit from the stalemate. One analyst explains. 

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OpenAI is officially closing its multibillion-dollar funding round, marking one of the largest private deals ever seen in Silicon Valley. We have the eye-popping numbers and companies backing the startup. Plus, Nvidia and Accenture are teaming up to accelerate corporate adoption of AI. And Hurricane Helene’s path of devastation took out one of the most important towns for the semiconductor industry.

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The latest updates on Iran’s missile attack on Israel, including the ripple effects across the Middle East and the fallout for equities, commodities, and more.

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Atlantic Council President Fred Kempe and CNBC Contributor Michelle Caruso-Cabrera join us to break down the rising tensions in the Middle East, and what the future of the region holds for investors. Plus, recovery efforts are underway as Hurricane Helene has left more than two million without power. We have the latest and how each presidential candidate is responding to the disaster. And we’re counting down to a potential ports strike with the economic ripple effects and the impact on retailers.

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Our economist doesn’t see the bogeyman in today’s economic data, but warns inflation isn’t going to fade away completely. Plus, we’ll look at how to invest in housing as home prices begin to fall in parts of the country. And Chinese equities are having their best week since 2008, but new tariffs go into effect today.

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Stimulus news out of Beijing is sparking a massive rally in Chinese equities. We’ll debate whether this is Beijing’s big moment or merely a temporary fix. Plus, OpenAI is in the midst of an executive exodus as it considers restructuring to a for-profit company. And Southwest Airlines is having its best day since early 2020 after some bullish guidance out of its investor day.

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Meta’s high-stakes developer conference is kicking off and we’ve got every angle covered from Wall Street to Silicon Valley as Mark Zuckerberg takes the stage. Plus, small caps are set to outperform in the wake of last week’s Fed rate cut, according to one of our market guests. And with 40 days until Election Day, SEIU’s president joins us with the union’s top concerns and a pulse check on the labor market.

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Listen to the day's top stories, theOur market guest says stocks will go higher from here, but don't chase the winners, and buy the setback stocks instead. Plus, consumer confidence is hitting a three-year low. We'll look at how that sets up the holiday shopping season, and the retail trade from here. And we’ll look at one under-the-radar green energy stock and how it's positioned to benefit from the nucelar renaissance. must reads & a whole lot more for today's modern investor.

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