Squawk Box
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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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Democratic Caucus Chair @RepPeteAguilar on his party's priorities in the 120th Congress and how Democrats plan to handle calls for more accountability from the Trump Administration.
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"AI is sucking all the oxygen out of the room," says Harris Oakmark CIO Bill Nygren. "You can create a nice, diversified portfolio that doesn't look anything like the S&P 500."
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Former UN Ambassador @NikkiHaley on severe GOP losses in last week's election: "It wasn't that Democrats won - it's that Republicans lost."
Former Congressman @PatrickMcHenry says Jim Jordan, who House Republicans chose to be their leader when they move into the minority in January, has matured in the years since his leadership fight three years ago.
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"There's no question that Congress is going to push for a complete ban on the sale of advanced semiconductors into China," says former U.S. Ambassador to China @RNicholasBurns, commenting on the Jensen Huang NVIDIA scandal.
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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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