Markets Rebound After Sell-Off, OpenAI and Broadcom Presidents on Multibillion-Dollar Deal 10/13/25

Stocks starting the week in the green after Friday's sell-off:Sara Eisen and Michael Santoli kicked off the hour looking at the state of trade when it comes to China (on the heels of new Imports/Exports data) before Apollo's Chief Economist Torsten Slok gave his take on the overall market picture... and later on, former Fed Vice Chair Lael Brainard joined the team with her predictions when it comes to monetary policy. Plus: the playbook for the Big Banks according to one sector expert, as they kick off a make-or-break week of earnings starting tomorrow.  Also in focus: a deep-dive you don't want to miss with Oaktree Co-Chairman Howard Marks... Hear more on how he sees the current market environment, as he marks *35 years* of writing his famous memos - and whether he says the AI trade is a bubble.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

A coast-to-coast edition of "Squawk on the Street": David Faber in Las Vegas at "Oracle AI World" ahead of his Monday exclusive with Oracle's new CEOs on "Money Movers," Jim Cramer in San Francisco with a big lineup of CEOs this week on "Mad Money" — and Sara Eisen at the New York Stock Exchange. The anchors covered all of the bases on the markets bouncing back from Friday's sell-off — and how President Trump, tariffs and China fit into the picture. Breaking news in the AI arms race: OpenAI is teaming up with Broadcom to jointly develop and deploy 10 gigawatts of custom AI accelerators starting in 2026. The presidents of both companies joined the program to discuss the multibillion-dollar deal.Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Cramer explains why he wants to buy this coffee giant's stock. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake   CNBC Investing Club Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

New consumer data at the top of the hour: Carl Quintanilla, David Faber and Leslie Picker kicked things off with a look at the market set-up into a make-or-break week of results out of the Big Banks with JPMorgan Asset Management's Chief Market Strategist for Americas Gabriella Santos. Plus: a look at the bull case for Amazon with one analyst who calls it his top pick - along with a deep-dive on Lululemon shares with company founder Chip Wilson, who's taking aim at the company for what he calls blatant mismanagement in a new WSJ ad.  Around the edges: the playbook for energy stocks as the President teases a potential diplomatic trip to the Middle East, and a live look at the NBA's first game in China since 2019 - with a focus on the money at stake. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, Jim Cramer and David Faber led off the show with a look at the big winners during this bull market, which marks its third anniversary this coming weekend. The anchors discussed the future for the Fed: Steve Liesman reports Treasury Secretary Scott Bessent has narrowed down the list of candidates for Federal Reserve chair to five from eleven. Also in focus: A fresh record high for the Nasdaq, "Faber Report" with an update on the Paramount Skydance-Warner Bros. Discovery talks, earnings blues for Levi Strauss, an AI stock soars on the "CoreWeave effect," Cramer previews his big week ahead in San Francisco. Squawk on the Street Disclaimer  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Stocks hitting records at the open - before pressure in the early trade:Carl Quintanilla, Sara Eisen, and David Faber kicked off the hour with the latest alternative data reads from the street as the government shutdown continues to delay key reports - before getting a read on consumer demand, inflation, and more with the CEO of Pepsico, fresh off results from the name. Plus: hear one former Goldman Sachs Chief Economist discuss the AI trade - and rally in gold prices - along with Morgan Stanley's analysis on how AI will impact where, when, and how we work... Around the edges: details on a new NHTSA probe into Tesla - following supposed safety concerns around the company's FSD technology... More on what's driving Ferrari shares to their worst day in years... And a look at how millennials are changing the investing game with big bets on alternative assets.  Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

On another record-setting day for the S&P 500 and Nasdaq, Carl Quintanilla, David Faber and Mike Santoli discussed the AI trade and reacted to comments made to the BBC by JPMorgan Chase CEO Jamie Dimon. He said he is "far more worried than others" about a serious market correction. On the earnings front: Delta shares surged on better-than-expected quarterly results and guidance, while PepsiCo posted its own Q3 beat. Also in focus: The record run for gold and silver, Treasury Secretary Bessent blasts Dodd-Frank rules, Nvidia gets a price target hike, probe into Tesla autos, Ferrari shares in reverse. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Cramer says the Club bought the ‘right’ AI energy stock. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtakeCNBC Investing Club Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Gold hitting record high after record high: Carl Quintanilla and Sara Eisen kicked off the hour with a look at what's driving the historical rally - before discussing the market impact with Citi's U.S. Equity Strategist Scott Chronert... And later on, Wall Street Journal Chief Economics Correspondent Greg Ip argued it's a sign of eroding faith in central banks worldwide - find out why.  Also in focus: OpenAI out with a slew of new products and partnerships... Hear more on how to trade the news across semiconductor stocks *and* big tech with a key focus on possible risks ahead. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla and Jim Cramer discussed the AI trade and what Nvidia CEO Jensen Huang told Jim and the audience at the CNBC Investing Club's Monthly Meeting on Tuesday. The anchors also reacted to what Huang said Wednesday morning on CNBC about the AI landscape. The gold rally rolls on one day after the precious metal closed above $4,000 for the first time. Also in focus: Market reaction to Tesla's unveiling of its lower-priced Model Y and Model 3 EVs, FedEx downgraded, worries about a freight recession, what Dell CEO Michael Dell told CNBC about the future for data centers. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.