Squawk on the Street

Nvidia CEO Jensen Huang, known for his groundbreaking work in graphics and AI, and IBM CEO Arvind Krishna, who leads a historic computing giant, discuss their recent insights after meeting Indian Prime Minister Modi. They dive into the future of AI investments in India, emphasizing the nation's potential driven by its workforce. Additionally, Neel Kashkari, Minneapolis Fed President, shares his thoughts on current economic risks that could impact markets. The conversation reveals intriguing connections between tech advancements and economic dynamics.

Jeff Marks, a member of the CNBC Investing Club, joins Jim Cramer to discuss compelling market insights. They delve into Costco's impressive market performance and its high valuation as it nears its earnings report. The conversation also highlights Apple's stock dynamics, emphasizing growth driven by service revenue and new products, despite facing valuation criticisms. Cramer's steadfast support for Costco shines through, showcasing it as a 'well-run' retailer.

Tim Cook, the innovative CEO of Apple, shares insights on the much-anticipated launch of the iPhone 16, discussing its initial demand and exciting camera upgrades. John Donahoe, the retiring CEO of Nike, reflects on his upcoming departure and the strategic challenges Nike faces amidst stiff competition. The conversation also touches on FedEx's disappointing earnings and the broader implications for the logistics sector. Listeners gain a glimpse into technology trends and market dynamics reshaping the corporate landscape.

David Faber welcomes Marc Rowan, CEO of Apollo Global, to dive into pressing economic issues. They discuss the Fed's interest rate cuts and their effects on investment strategies. Rowan critiques current retirement systems and urges for better practices, drawing comparisons with Australia. He also speaks about the shifting dynamics in private equity and the importance of grassroots leadership in adapting to market changes. Insightfully, they explore the implications of national debt on future generations while remaining optimistic about societal progress.

Jeff Marks, a key player in the CNBC Investing Club alongside Jim Cramer, dives into the market's bullish trends and the impact of recent interest rate cuts. They discuss how declining inflation is creating a positive environment for investments. The conversation shifts to the semiconductor sector, spotlighting AMD's innovations in AI tech. Additionally, they compare the strategies of Morgan Stanley and Goldman Sachs, providing listeners with insider perspectives on current market dynamics.

Joining the conversation is Mike Sievert, the dynamic CEO of T-Mobile, who sheds light on the exciting prospects for the iPhone 16. He shares insights on how the recent Fed rate cut has created a buzz in the market, prompting record highs for the Dow and S&P 500. The discussion dives into the shifting landscape for Apple amidst EU regulatory challenges and the new investment opportunities this environment presents. Plus, there's a look at the tech sector's growth and changing consumer habits. Buckle up for a lively financial update!

Discover how a major tech company is redefining customer interactions through groundbreaking AI innovations with Nvidia. Delve into the shift from traditional models to query-based AI and its implications for workforce efficiency and crisis management. The conversation reveals insights on leveraging technology for improved logistics and customer support. Join in for a deeper understanding of these transformative trends and their potential value for investors.

Join Jensen Huang, CEO of Nvidia, and Marc Benioff, CEO of Salesforce, as they dive into the transformative power of AI at Dreamforce. Huang shares insights on AI advancements while Benioff critiques how companies are becoming "hypnotized" by technology. The conversation also touches upon the upcoming Fed interest rate decisions and their potential impact on the market. With exciting partnerships like BlackRock and Microsoft in AI, and JPMorgan's dealings with Apple, this discussion is at the forefront of financial and technological evolution.

Jim and Jeff delve into the latest retail sales data, revealing a robust August, particularly in autos and gas. They discuss how these trends may influence Federal Reserve interest rate decisions amid a tight labor market. Anticipated interest rate cuts are also examined, alongside their potential impact on consumer spending and retail giants like Best Buy and Home Depot. Listeners are advised to brace for unpredictable market fluctuations as they navigate these economic currents.

Carl Quintanilla, Jim Cramer, and David Faber dive into the financial scene as the Fed's rate decision looms. They discuss the Dow hitting new heights, Intel's bold move to produce AI chips for Amazon, and reaction to insights from top CEOs. Cramer identifies a stock poised to thrive from a potential rate cut. The trio also highlights a surprising spike in retail sales and Microsoft's generous share buyback plan. Join them for a lively exchange as they unpack market dynamics and the impacts of technology trends!