After House Republicans elected Rep. Jim Jordan (R-OH) as House GOP Leader, former Republican Congressman Patrick McHenry discusses his party’s path forward. On the other side of the aisle, Rep. Pete Aguilar (D-CA) is running (unopposed) for House Majority Whip. He shares his plan for working with Jim Jordan and other hardline MAGA lawmakers. Then, more angles to the “sexpionage” scandal at Nvidia: what it means for the AI chip economy, and what it could mean for Jensen Huang’s company shares. CNBC’s Robert Frank reports on the fallout from a potential divorce between Jensen and Lori Huang. 

Robert Frank - 12:31

Patrick McHenry - 21:23

Peter Aguilar - 39:42

In this episode:

Peter Aguilar, @RepPeteAguilar

Joe Kernen, @JoeSquawk

Becky Quick, @BeckyQuick

Andrew Ross Sorkin, @andrewrsorkin

Robert Frank, @robtfrank 

Katie Kramer, @Kramer_Katie

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Anthropic has set its IPO price range between $70 and $78 per share, aiming to list on November 19th. CNBC’s Leslie Picker reports on the company’s valuation and what’s at stake for the entire AI ecosystem in that debut, and Anthropic investor Lo Toney discusses Anthropic’s newest financials. Also expected on November 19th: Grand Theft Auto VI. Strauss Zelnick, CEO of the title’s owner Take-Two Interactive, shares his company’s latest financial results and optimism heading into the game’s highly anticipated release. Plus, Wall Street, Main Street, and Nvidia shares are still reeling from Jensen Huang’s scandal. Eamon Javers reports on President Trump’s commentary and what news may still be forthcoming. 

Eamon Javers - 6:23

Leslie Picker - 14:41

Lo Toney - 25:07

Strauss Zelnick - 33:00

In this episode:

Becky Quick, @BeckyQuick

Andrew Ross Sorkin, @andrewrsorkin

Eamon Javers, @EamonJavers

Leslie Picker, @LesliePicker

Katie Kramer, @Kramer_Katie

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Nvidia CEO Jensen Huang has admitted to having an affair with Alice Huang, a business executive who intelligence agencies have identified as a spy for China. The Nvidia board has begun an independent investigation, and U.S. officials including Secretary of State Marco Rubio have raised concerns about Jensen Huang’s relationship. CNBC’s Eamon Javers reports on the scandal and the national security risks at play. Journalist and author of “The Thinking Machine: Jensen Huang, Nvidia and the World's Most Coveted Microchip” Stephen Witt discusses the risks to an AI ecosystem revolving around one man. He wrote the book on Jensen Huang–with the cooperation of Jensen Huang–and underscores the CEO’s own emphasis on being a family man. Plus, former House Speaker Kevin McCarthy considers the paths ahead for both political parties. He considers the lessons the GOP must learn from their major losses at the midterms, and looks ahead to what could be a pivotal 2028 primary. 

Eamon Javers - 02:55

Stephen Witt - 18:57

Kevin McCarthy - 32:15

In this episode:

Stephen Witt, @stephenwitt

Kevin McCarthy, @SpeakerMcCarthy

Becky Quick, @BeckyQuick

Andrew Ross Sorkin, @andrewrsorkin

Eamon Javers, @EamonJavers

Cameron Costa, @CameronCostaNY

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Two days after election day, the Nasdaq notched its largest single-day dollar loss on record after $2.5 trillion in market cap was wiped out from AI, neoclouds, and other tech companies. At play is Democratic state governance and regulation, potential data center slowdown, and the overall tech debt landscape. Anthropic’s IPO could become the fulcrum of the entire tech ecosystem, thanks to circular financing deals in tech and AI. Then, billionaire investor Ron Baron has been invested in Elon Musk for well over a decade. On the day of the annual Baron Conference in New York, the legendary founder of Baron Capital explains his long-standing support of Tesla and SpaceX–despite the hit both stocks took after Thursday’s rout. Plus, Kalshi co-founder and CEO Tarek Mansour discusses potential regulation under Democrats and how pollsters and prediction markets got the blue tsunami right in their midterms forecasts. 

Ron Baron - 18:17

Tarek Mansour - 41:27

In this episode:

Tarek Mansour, @mansourtarek_

Joe Kernen, @JoeSquawk

Andrew Ross Sorkin, @andrewrsorkin

Katie Kramer, @Kramer_Katie

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

After the Democrats flipped both the House and the Senate, The Information CEO and founder Jessica Lessin discusses tech’s allegiances across different administrations, including how Silicon Valley’s politics may swing with power shifts on Capitol Hill. AI pioneer Kai-Fu Lee, former lead at Google China and at Microsoft China, has penned a new book on leadership: “AI Native.” Most CEOs, he says, are going about the AI revolution all wrong. Lee also believes there’s room for China and the U.S. to win the AI race. Plus, OpenAI has pledged to solicit community input in its data center development in a new series of commitments published today. 

Jessica Lessin - 18:11

Kai-Fu Lee - 34:54

In this episode:

Jessica Lessin, @jessicalessin

Kai-Fu Lee, @kaifulee

Joe Kernen, @JoeSquawk

Andrew Ross Sorkin, @andrewrsorkin

Katie Kramer, @Kramer_Katie

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Democrats have flipped the House and the Senate in a “blue tsunami” that swept the nation. Pollster and strategist Frank Luntz shares his own exit polling data and considers the motivating factors for many Republicans who voted Democrat in the midterms. Luntz argues, the votes were more a rejection of the GOP than they were an embrace of the left. Then, one Democrat fresh off his reelection win: Maryland Governor Wes Moore. Considered a potential candidate for the 2028 election, Governor Moore discusses the future of the Democratic Party and the hopes of “exhausted” voters. Plus, CNBC’s Megan Cassella reports from Washington, and Robert Frank reports on the voter consensus on taxing the wealthy. 

Megan Cassella - 11:14

Frank Luntz- 24:29 

Gov. Wes Moore - 38:35 

In this episode:

Frank Luntz, @FrankLuntz

Gov. Wes Moore, @iamwesmoore

Joe Kernen, @JoeSquawk

Andrew Ross Sorkin, @andrewrsorkin

Megan Cassella, @mmcassella

Robert Frank, @robtfrank 

Katie Kramer, @Kramer_Katie

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Happy election day! Results from the midterms could impact CEOs, dealmaking, and the regulatory landscape; CNBC’s Megan Cassella reports on the key races Wall Street is watching. Hedge funder Bill Ackman, with nearly $33 billion under management at Pershing Square, shares his perspective on the markets as the midterms begin. While he’s personally invested in SpaceX, he views the company as too uncertain for inclusion in his hedge funds. Rahm Emanuel, former White House Chief of Staff for President Obama, former congressman, and former Chicago Mayor, discusses America’s political landscape heading into the midterms. He’s calling for the Democratic Party to shift back to the center, rather than further left. Plus, OpenAI hired former U.S. Army Secretary Dan Driscoll as senior counselor for national security modernization.

Megan Cassella - 02:43

Rahm Emanuel - 12:45

Bill Ackman - 31:18

In this episode:

Bill Ackman, @BillAckman

Rahm Emanuel, @RahmEmanuel

Joe Kernen, @JoeSquawk

Becky Quick, @BeckyQuick

Andrew Ross Sorkin, @andrewrsorkin

Megan Cassella, @mmcassella

Katie Kramer, @Kramer_Katie

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In a new travelogue docuseries, actor, comedian, and avid golfer Bill Murray joins friend and author Tom Coyne on a trip through Ireland’s golf courses. Bill and Tom share their journeys with Ireland, their own family roots, and their respective golf games. American Express CEO of 20 years Ken Chenault now serves as Chairman of the famed venture firm General Catalyst. He’s penned a book about his lessons from the C-suite, both on leadership and on citizenship: “Equal to the Task: A Life Forged Between America’s Promise and Its Truth.” Plus, after the biggest crypto heist in history, Binance said it processed $4.65 billion in withdrawals and $1.01 billion in deposits on November 1, with net outflows amounting to 2.1% of Binance’s $171 billion in total assets. 

Ken Chenault -  14:11

Bill Murray & Tom Coyne - 28:15

In this episode:

Joe Kernen, @JoeSquawk

Becky Quick, @BeckyQuick

Cameron Costa, @CameronCostaNY

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Binance was hacked in the largest crypto heist ever, impacting $6.3 billion, and Alphabet stock suffered its worst day since Google went public in 2004, dropping 13% on Thursday and wiping out roughly $500 billion in market cap. Just days away from the U.S. midterms, Representative Suzan DelBene (D-WA) addresses her party’s hopes for voters as they cast ballots with affordability in mind. As Chair of the Democratic Congressional Campaign Committee, Rep. DelBene also addresses the Democrats’ voting scandal in Alaska. Plus, biographer Walter Isaacson discusses Elon Musk’s involvement in politics, including his latest X post warning that democracy is at stake in the upcoming election. 

Suzan DelBene - 16:34

Walter Isaacson - 30:20

In this episode:

Rep. Suzan DelBene, @RepDelBene

Joe Kernen, @JoeSquawk

Becky Quick, @BeckyQuick

Andrew Ross Sorkin, @andrewrsorkin

Katie Kramer, @Kramer_Katie

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Fed Chair Kevin Warsh announced that the Federal Reserve is holding interest rates steady. CNBC’s Steve Liesman breaks down the decision, and former director of the National Economic Council Gary Cohn looks to the Fed’s future, risks in the AI economy, and what’s coming for consumers. Former New Hampshire Governor Chris Sununu (R) now leads the Airlines for America trade organization, and he warns that jet fuel prices will continue to feel pressure from the Iran war. He’s watching his own brother’s election as well as the rest of the key midterms races around the country. Plus, ECB President Christine Lagarde is stepping down, and the Milwaukee Brewers are baseball’s world champions for the first time in their history. 

Steve Liesman - 04:37

Gary Cohn - 16:23

Chris Sununu - 35:34

In this episode:

Gary Cohn, @Gary_D_Cohn

Joe Kernen, @JoeSquawk

Becky Quick, @BeckyQuick

Andrew Ross Sorkin, @andrewrsorkin

Steve Liesman, @steveliesman

Katie Kramer, @Kramer_Katie

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

California voters will decide next week whether to impose a one-time 5% tax on residents worth more than $1 billion. Paris School of Economics Professor Gabriel Zucman joins to advocate for the proposal while Stanford’s Joshua Rauh explains why it will generate far less revenue than projected. Former U.S. Ambassador to NATO Kurt Volker breaks down the pockets of unrest around the world: Houthis in Yemen, protests in Europe, and the ongoing war in Ukraine. The Israeli elections still have no clear winner, and Amb. Volker warns that it may be some time before results are declared. Plus, GM is planning to roll out new hybrid vehicles, and Sam Altman is warning the public about cybersecurity risks exposed by AI

Zucman/Rauh - 13:22

Volker - 31:55  

In this episode:

Gabriel Zucman, @gabriel_zucman

Joshua Rauh, @joshrauh

Kurt Volker, @kvolker

Joe Kernen, @JoeSquawk

Becky Quick, @BeckyQuick

Andrew Ross Sorkin, @andrewrsorkin

Katie Kramer, @Kramer_Katie

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.