Mamdani’s Policies, David Rosenberg’s Macro Outlook, Kimberly-Clark Kenvue Deal 11/3/25

Breaking this hour: President Trump says SNAP benefits will not be restored until the government is reopen, contradicting previous statements from the administration. Then an exclusive with the CEO of Aramco. How the world’s most valuable company is thinking about the outlook for energy. And Uber reports results. How its autonomous ambitions set the stage for the next leg of growth. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

How New York City mayoral candidate Zohran Mamdani’s policies could impact the city’s economy. Plus, an interview with David Rosenberg, founder and president of Rosenberg Research on macro outlooks. Kimberly-Clark’s plan to acquire Kenvue. And why some GOP members of Congress support enhanced ACA tax credits. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Feeling the effects of the government shutdown. The results from Apple and other news in tech earnings. The latest comments from Nvidia CEO Jensen Huang at the APEC CEO Summit. SNAP benefits set to expire tomorrow as government shutdown drags on. Outlooks on oil. Amazon surges on a blowout quarter.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

OpenAI facing a new lawsuit from video app Cameo, alleging trademark infringement over a function on its Sora video platform which also has the same name: Cameo. Then the former assistant U.S. trade rep to China, Jeff Moon breaks down what happens following high stakes talks between Trump and China’s Xi. Plus, The cost of the government shutdown. Contractors now risk losing $12B. The impact on small business.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Donald Trump Jr. and 1789 Founder Omeed Malik join CNBC from the FII Conference in Riyadh, Saudi Arabia. The areas of the market they are investing in, their response to potential conflicts of interest and why they continue to back Elon Musk. Then, CNBC with the first look inside Amazon’s new $11B data center. Plus, in a rare show of bipartisanship, Sen. Elizabeth Warren and Treasury Secretary Bessent back a new bill which proposes raising the cap on FDIC insured deposits. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The CEOs of Snap and Circle join the show live from the FII Conference in Riyadh, Saudi Arabia. Then Nvidia hosting its GTC conference in Washington, DC for the first time, a sign of how central Washington and tech policy remains for the industry. And Amazon announcing plans to lay off tens of thousands of corporate workers as it pushes deeper into AI. A look at the parts of the business being most affected. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Qualcomm surges after announcing an AI chip to compete with AMD and Nvidia. Then the CEO of Huntington Bank joins the show to discuss plans to buy rival Cadence Bank for $7.4B. Continuing a spree of M&A. And tech investor Dan Niles helps look ahead to big teach earnings with five of the seven Mag 7 names set to report. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

For the first time since the government shutdown, new inflation data being released. Former Minneapolis Fed President Gary Stern breaks down the impact for future rate cuts. Then, Ford shares jumping on the back of results and plans to “significantly increase” its U.S. pickup truck production. Plus, the CEO of PayPal’s crypto partner Paxos. His first TV interview since the company accidentally minted $300 trillion in stablecoins. He explains what happened and the impact on industry confidence. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The CEO of Lazard reacts to results. A boost in dealmaking help to drive record revenue. Then utility company FirstEnergy reporting a beat across the board. Its CEO breaks down how a surge in demand for energy to power AI data centers is impacting business. Plus, a new report says the Trump administration is considering taking stakes in companies in the quantum computing sector. A look at how these investments differ from what took place with Intel and other rare earth companies. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The CEOs of Stifel and Taylor Morrison react to earnings. Stifel gives its outlook for the deal environment, while Taylor Morrison gives on update on rates and the housing market. Then GE Vernova falling after reporting results. How the company is working to power AI data centers. Plus, the latest on a possible U.S. bailout of Argentina and the reaction from the currency markets. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.