- 42 minutes 44 secondsTrump Returns from China Trip, What Comes Next in the IPO Market, Axon CEO AI and Security 5/15/26
Former Under Secretary of Commerce for International Trade, Stefan Selig, breaks down the President’s China trip and why both countries could come out winners, despite a lack of deal announcements. Then following the blockbuster IPO for chipmaker Cerebras, what should investors expect for the next tranche of IPOs waiting in the wings. Plus, the CEO of Axon, maker of tasers, body cams and drones on how AI is impact the industry.
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15 May 2026, 4:19 pm - 42 minutes 36 secondsEarly Cerebras Investor on IPO, Nvidia at New Highs, Challenges for Warsh as Fed Chair 5/14/26
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.
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14 May 2026, 4:32 pm - 46 minutes 54 secondsNvidia CEO Joins Trump in China, PPI Hotter Then Expected, Boston Fed President on Inflation 5/13/26
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.
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13 May 2026, 4:18 pm - 43 minutes 19 secondsGoldman President John Waldron, State of Private Credit, Credit Card Delinquencies at 15-Year High 5/12/26
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.
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12 May 2026, 4:22 pm - 46 minutes 30 secondsTrump: Ceasefire is Weak, OpenAI Chief Revenue Officer, Steven Mnuchin 5/11/26
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.
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11 May 2026, 4:17 pm - 42 minutes 59 secondsCiti CEO Jane Fraser, Chicago Fed President Goolsbee, Brookfield Asset Management CEO 5/8/26
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.
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8 May 2026, 4:17 pm - 42 minutes 35 secondsShell CEO on Oil Price Shocks & Earnings, Boeing CEO to Join China Trip with Trump, Marathon Asset Management CEO on Private Credit
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.
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7 May 2026, 4:28 pm - 43 minutes 54 secondsOil Plunges, AMD Surges, Shaquille O’Neil and Authentic Brands CEO, FHFA Director Bill Pulte 5/6/26
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.
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6 May 2026, 4:12 pm - 43 minutes 19 secondsIMF Chief on Iran War and Global Growth, Oaktree’s Howard Marks, Jamie Dimon and Anthropic CEO Speak 5/5/26
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.
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5 May 2026, 4:52 pm - 45 minutes 32 secondsPershing Square’s Bill Ackman, CFTC Chairman, Brookfield CEO Bruce Flatt 5/4/26
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.
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4 May 2026, 4:15 pm - 43 minutes 14 secondsArtemis II Astronauts Land at NYSE, Big Oil Reports, Apple’s Demand Picture 5/1/26
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.
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