Squawk Box
@SquawkCNBC
Start your morning with Joe Kernen, Becky Quick, and Andrew Ross Sorkin - Monday through Friday from 6-9a ET on CNBC and streaming on CNBC+.
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“We’re seeing what I think is a very healthy price discovery,” says Plexo Capital’s Lo Toney of Anthropic ahead of its IPO.
Baird Strategas’ Jason Trennert & Morgan Stanley’s Matthew Hornbach react to hotter-than-expected CPI data:
Take-Two Interactive CEO Strauss Zelnick on quarterly results, outlook & the release of Grand Theft Auto VI:
China Select Committee Chairman @RepMoolenaar on NVIDIA's probe of CEO Jensen Huang: "If it becomes less of an investigation, more of damage control, that's not going to work."
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Mercor CEO @BrendanFoody calls NVIDIA's bench of executives "incredibly deep."
NVIDIA just participated in the AI startup's $750 million series D fundraising.
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Norway's sovereign wealth fund owns almost 1.5% of all shares in the world's listed companies. Manager @NicolaiTang1 shares his thoughts on NVIDIA.
.@VictoriaCoates says the Iranian rial is on its way to hitting three million to the dollar in the next few weeks, with the currency driven down by U.S. economic pressure.
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"They said they had every confidence in him which skews the balance a little more than I would've liked," says @paulargenti of Nvidia's board following Jensen Huang's affair scandal.
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.@TRgetMedia breaks down Skydance's results and launch of its streaming bundle of HBO Max & Paramount+:
“When you look at the broader market itself, there are a lot of things that have been lining up well,” says Raymond James’ Matt Orton.
Fmr. SEC Chair Gary Gensler on Nvidia CEO Jensen Huang's affair with an alleged Chinese spy and what it means for national security:
"How he could get involved in something like this is incredible to me – it’s mind-boggling," says @Stephanie_Link of Nvidia following CEO Jensen Huang admitting an affair with an alleged Chinese spy. "There are just too many questions right now."
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.@RonBaronAnalyst: there will be "significant" space-based data center capacity in 2028.
.@RonBaronAnalyst says he'll support a merger of @Tesla and @SpaceX, or a decision by the companies to stay separate.
.@RonBaronAnalyst says the potential for Democrat-led investigations into @elonmusk doesn't factor into his investment decisions.
"He hasn't done anything wrong," Baron says.
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Legendary investor @RonBaronAnalyst on @elonmusk: "He's probably the only person in this country who is able to build things at scale at attractive prices."
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"Investors are starting to understand that we have a very broad platform," says @moderna_tx CEO Stéphane Bancel, laying out the company's efforts in infectious disease vaccines, cancer vaccines, and rare diseases.
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Evercore's Roger Altman on the impact of Democrats flipping the House & Senate: "Markets have always loved divided government."
"The average citizen today is unhappy with their financial position, and we saw it," says Fmr. NEC Director @Gary_D_Cohn. "When people are unhappy, they vote for change."
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"I think what the American people showed is that they're exhausted by the broken promises," says Maryland Governor @govwesmoore:
