Squawk on the Street

Former FBI Agent Robin Dreeke joins to discuss Nvidia CEO Jensen Huang's scandal and how the agency handles corporate espionage cases. Then, we break down CoreWeave's latest earnings report as shares surge this morning. Plus, Jefferies TMT Investment Banking Executive Chair Jason Greenberg joins with his outlook for tech amid the recent volatility.
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The Nasdaq surges following strong results from CoreWeave, with the CEO weighing in on what the numbers signal for the broader AI trade. Plus, Warren Pies explains why he believes the biggest risk to markets isn't artificial intelligence. And Nvidia faces mounting scrutiny as new allegations involving CEO Jensen Huang emerge, fueling calls for his resignation.
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Carl Quintanilla, Jim Cramer and David Faber led off the show with CoreWeave shares soaring and leading stocks in the AI trade higher on the neocloud's Q3 beat and raised guidance. CoreWeave CEO Mike Intrator joined the program at Post 9 to talk about the company's results, strength in AI compute demand and partnership with Nvidia. Hear what Intrator said about Nvidia CEO Jensen Huang in wake of the chip giant's investigation into Huang's relationship with a suspected Chinese spy. The anchors also discussed Nvidia choosing law firm Wachtell Lipton to conduct the Huang probe, as reports surface about House Republicans considering issuing a subpoena to Huang — and a GOP senator calling for him to step down as Nvidia CEO. Also in focus: OpenAI's revenue growth; Anthropic IPO update; S&P 500 aims for back-to-back daily gains of at least 1%, the NYSE commemorates Veterans Day with a moment of silence.
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Cramer explains the real reason why this tech stock is in free fall. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market’s biggest headlines, analyst calls and holdings in the Charitable Trust – and see up close how they decide when, and if, to take action on stocks. Sign up here: cnbc.com/morningtake

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Zillow CEO Jeremy Wacksman joins to discuss why he says this is one of the toughest housing markets in the last generation. Then, Oracle CFO Hilary Maxson discusses the company's growth plans and AI ambitions. Plus, we break down the latest details of Anthropic's upcoming IPO.
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