CNBC’s “Money Movers”

J.P.Morgan says its time to sell Tesla. Adding to a growing list of Wall Street firms that turned bearish this week. Then it’s one of this year’s hottest IPOs. Coreweave surging nearly 300% since its debut in march. But DA Davidson reiterating its call to sell the stock over concerns of its recently revealed financing structure. That analyst makes his case. Plus, Meta with a close to $15B investment in a major AI player. The details on Money Movers.

The street turns cautious on Tesla with two Wall Street firms downgrading the stock. Why the rift between Elon Musk and the President is raising concerns. Then Warner Brothers Discovery is headed for a breakup. More on the split and the company’s turnaround plans. Plus Marathon Asset Management CEO Bruce Richards joins the show. On the opportunities in the credit market and why he says the equities markets have most likely bottomed this year.

Tesla shareholder reaction to the fallout between Elon Musk and President Trump. NYC comptroller Brad Lander, who oversees the city’s pension fund and stake of more than three million Tesla shares lays out changes he would like to see take place at the company. Then legendary Silicon Valley investor Jim Breyer on the Tesla turmoil and what it means for an already growing political divide in the tech community. Plus his outlook for stablecoin issuer Circle, as the largest outside shareholder. The stock surging close to 170% in its public debut. And then Former Fed Vice Chair Richard Clarida gives his outlook for the Fed following the monthly jobs report.

Binky Chadha, Chief U.S. Equity and Global Strategist at Deutsche Bank, analyzes current market trends and the potential for growth amid shifting trade dynamics. Doug Ford, Premier of Ontario, shares insights on the evolving trade relationship between Canada and the U.S. Alex Karp, CEO of Palantir, addresses allegations about the company's surveillance practices. Jeremy Allaire, Co-founder of Circle, discusses the company's successful IPO and the future of stablecoins, emphasizing the transformative impact of financial innovation.

After 7 years Wells Fargo is once again allowed to grow deposits, after being penalized for its fake account scandal. What’s it mean for the rest of the sector, particularly the regionals? We discuss. Then the CEO of HPE joins the show. After reporting a beat across the board. The outlook for its AI server business and the impact of tariffs. Plus pipeline operator Williams looking to revive a controversial natural gas pipeline project based in New York State. Its CEO addresses the backlash and outlook for the nat gas sector.

Nuclear stocks rally after Meta announces a deal for nuclear power with Constellation Energy. We talk to one analyst who lays out his top picks in the space. Then the tariff tax for retailers. A detailed breakdown of just how much prices could rise for consumers should trade deals not be reached. And then the CEO of Tri Pointe Homes, one of the nation’s largest homebuilders, provides his outlook for the housing market as supply continues to remain tight.

China pushes back against U.S. accusations that it violated parts of the Geneva trade agreement. Sources tell CNBC talks between the two countries’ leaders could take place as soon as this week. Then CEO of Marriott breaks down the outlook for travel as demand concerns grow amid a global trade war. Plus Jamie Dimon warns about cracks in the bond market. Doubleline’s Deputy CIO lays out how investors should be positioned.

The President takes to social media saying China “Totally violated its agreement” with the U.S. when it comes to a trade deal. We break down the impact for the market. Then Apple the only Mag 7 name in the red for the month of May. A look at how to play the stock as the company continues to battle with the White House over future production plans. And then two Wall Street firms with massive price target hikes for Netflix. Why the company’s live event strategy has the street growing increasingly bullish.

David Rosenberg, Founder of Rosenberg Research, shares his contrarian perspectives on the economy and investment. He discusses the fallout from a recent court ruling against sweeping tariffs and its impact on trade negotiations. The conversation also delves into Nvidia's soaring stock and the ramifications of export restrictions on the tech industry. Additionally, Rosenberg explores Elon Musk's rivalry with OpenAI, highlighting Musk's attempts to disrupt a crucial AI infrastructure deal. His insights offer a compelling look at the current economic landscape.

Bill Pulte, the FHFA Director and Chairman of Fannie Mae and Freddie Mac joins the show after the President says he’s exploring taking the companies public. Plus he responds to the drop in FICO stock after one of his tweet sent shares down double digits. Then the street paying close attention to how export restrictions impact Nvidia results. The DoD’s former head of AI strategy breaks down potential headwinds. Finally, Abercrombie a massive winner in retail. How it’s navigating tariffs and macroeconomic uncertainty.