Musk’s Mega-Merger, Disney’s New CEO, & Patriots CEO Robert Kraft 2/3/26

Disney has officially announced CEO Bob Iger’s successor: Josh D’Amaro. CNBC’s Julia Boorstin reports on the choice and explains the importance of the Disney Experiences Division, which D’Amaro currently leads. Ahead of Super Bowl Sunday, New England Patriots owner Robert Kraft launches an ad for the Blue Square Alliance, an initiative to combat antisemitism and hate. Kraft discusses building community through football, preparing for the team’s big game, and the latest NFL Hall of Fame controversies. Plus, Elon Musk’s SpaceX has acquired Musk’s xAI in a deal that will value the resulting company at $1.25 trillion, and CNBC’s Emily Wilkins reports on the ongoing partial government shutdown. Robert Kraft - 15:27Julia Boorstin - 31:10 In this episode:Emily Wilkins, @emrwilkinsJulia Boorstin,  @JBoorstinBecky Quick, @BeckyQuickJoe Kernen, @JoeSquawkAndrew Ross Sorkin, @andrewrsorkinKatie Kramer, @Kramer_Katie Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

After Disney’s quarterly results, CFO Hugh Johnston discusses the company’s business, potential successors to Bob Iger, and Netflix’s planned purchase of Warner Brothers Discovery’s film assets. The Fed-critical Kevin Warsh is President Trump’s pick for Federal Reserve chair. Former SEC Chair and current U.S. attorney for the Southern District of New York Jay Clayton discusses the choice and its impact on the investor sentiment. Plus, Clayton weighs in on the Epstein files and Don Lemon’s arrest. Other stories in the headlines: silver and gold prices, resolving a partial government shutdown, and Nvidia CEO Jensen Huang is clarifying details of the company’s investments in OpenAI. Hugh Johnston - 18:27Jay Clayton - 34:55In this episode:Becky Quick, @BeckyQuickJoe Kernen, @JoeSquawkAndrew Ross Sorkin, @andrewrsorkinKatie Kramer, @Kramer_Katie Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Gold and silver prices are volatile after their worst trading day since 1980, oil prices are pulling back after President Trump indicated talks with Iran were ongoing, longtime government economist Brett Matsumoto has been named the new head of the Bureau of Labor Statistics, President Trump plans to close the Kennedy Center in Washington for 2 years of renovations, and new Amazon documentary “Melania” brought in $7 million at the box office in its opening weekend. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

After much Wall Street and Main Street anticipation, President Trump has announced his nominee for Federal Reserve chairman: Kevin Warsh. CNBC’s Steve Liesman discusses the choice, what it means for the markets, especially given Warsh’s history of critiquing the central bank itself. Exxon Mobil posted strong results this quarter, despite oil’s price decline. Exxon CEO Darren Woods discusses the global oil supply and Venezuela’s future. Plus, Maryland Governor Wes Moore discusses the future of the Democratic Party, including his own approach to affordability, wealth redistribution, and taxes.  Governor Wes Moore - 03:44Steve Liesman 20:38Darren Woods 34:33 In this episode:Wes Moore, @GovWesMooreSteve Liesman, @steveliesmanBecky Quick, @BeckyQuickAndrew Ross Sorkin, @andrewrsorkinKatie Kramer, @Kramer_Katie Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Luke Rosen was working as an actor and writer in New York when his daughter Susannah was diagnosed with KIF1A, an ultra-rare neurodegenerative condition. It's often fatal. At the time they received Susannah's diagnosis, Luke and his wife Sally didn't have much hope. There was no treatment for KIF1A, and there wasn't much work being done on it among researchers. But Luke, one of the most optimistic people you'll ever meet, did what so many parents of children with rare diseases do...he threw himself at the problem. He and Sally started the KIF1A.org Foundation so they could start building research that could go towards finding a treatment for their daughter.  It was the beginning of a long journey for the family. Ultimately, that journey led them to the n-Lorem Foundation, an organization founded by CNBC Cures Advisory Board member Dr. Stan Crooke that offers free ASO treatments to individuals with nano-rare diseases. Thirty years in the making, Antisense oligonucleotide (ASO) technology bridges genomic discovery to personalized medicine one patient at a time. Because of the work done by n-Lorem, Susannah is now receiving treatment for her KIF1A. Luke says the treatments helped for while, though he's now worried the disease is catching up.For more about Susannah's story: visit: https://www.kif1a.org/n-lorem's work is here: https://www.nlorem.org/ Join us in advancing awareness and understanding of rare diseases. Visit CNBC.com/Cures to access clips, resources, or to sign up for our weekly newsletter.  Follow Becky Quick on X: @BeckyQuickPlease share your thoughts or rare disease story in the comments, and join us on The Path. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Meta has reported strong quarterly results, highlighting AI-driven shifts to the company’s business. The SEC and CFTC are hosting a joint conference to underscore collaboration on crypto and the digital assets market structure bill. SEC Chair Paul Atkins and CFTC Chair Mike Selig discuss the dynamic between the crypto and finance industries and making America competitive for crypto business. President Trump has warned Iran that it should make a nuclear deal with the U.S., or face a large-scale American attack. Former senior advisor on energy policy in the Biden administration’s State Department Amos Hochstein discusses the prospect of an attack on Iran over the weekend. Plus, Accuweather’s Bernie Rayno considers the likelihood of another winter storm over the weekend. Paul Atkins & Mike Selig - 8:27Amos Hochstein - 20:15Bernie Rayno - 30:20 In this episode:Paul Atkins, @SECPaulAtkinsMike Selig, @MichaelSeligAmos Hochstein, @amoshochsteinBrian Sullivan, @SullyCNBCBecky Quick, @BeckyQuickAndrew Ross Sorkin, @andrewrsorkinKatie Kramer, @Kramer_Katie Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

CNBC Leaders Playbook features candid conversations with the world’s top CEOs and business leaders about how they think, decide, and lead, hosted by CNBC Senior Media & Tech Correspondent Julia Boorstin.In this episode, Lowe’s CEO Marvin Ellison and Executive Vice President of Human Resources Janice Dupré discuss bringing new life to the home improvement brand and how they delivered a multibillion-dollar upgrade, from the sales floor to the supply chain. All-new episodes air Wednesdays at 10PM ET/PT on CNBC. Visit CNBC.com/LeadersPlaybook for more. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

CNBC Leaders Playbook features candid conversations with the world’s top CEOs and business leaders about how they think, decide, and lead, hosted by CNBC Senior Media & Tech Correspondent Julia Boorstin.In this episode, Airbnb CEO Brian Chesky discusses how he went from an industrial design major to tech founder and CEO of thehome sharing app which forever changed the way we travel, plus the major shift in his approach to leadership. All-new episodes air Wednesdays at 10PM ET/PT on CNBC. Visit CNBC.com/LeadersPlaybook for more. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

New York’s new Mayor Zohran Mamdani sits down with Andrew Ross Sorkin for a conversation about taxing the wealthy, preparing for ICE agents in New York, and managing the city’s deficit. Becky Quick sits down with former Citigroup CEO Sandy Weill, now known for his philanthropy. Weill brings University of California Davis Chancellor Gary May and UC Davis Dean of the Veterinary School of Medicine Mark Stetter to discuss the Weill Family Foundation’s latest gift: $120 million for animal health. Plus, CNBC’s Sharon Epperson shares exclusive data from executives on why they have or have not responded to killings of Americans at the hands of ICE after Apple CEO Tim Cook and OpenAI CEO Sam Altman issued statements to employees, addressing ICE activity in Minneapolis.    Sharon Epperson - 07:03 Mayor Zohran Mamdani - 15:17 Sandy Weill, Gary May, & Mark Stetter - 31:42   In this episode: Zohran Mamdani, @NYCMayor Sharon Epperson, @sharon_epperson Becky Quick, @BeckyQuick Andrew Ross Sorkin, @andrewrsorkin Katie Kramer, @Kramer_Katie Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The 5 things to know before the stock market opens today: the Federal Reserve will announce its latest interest rate decision today, Elevance Health stock fell after a Trump administration proposal on Medicare, shares of South Korean chipmaker SK Hynix are moving higher after reporting a record yearlong profit, and shares of both Dutch chipmaker ASML and Texas Instruments are higher, boosting the entire chip sector.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.