USA Rare Earth CEO, Australian PM at the White House, Apple Hits All-Time High 10/20/25

The CEO of USA Rare Earth joins the show after the stock has skyrocketed on the back of a trade war with China. Then the Australian Prime Minister visits the White House. The country expected to pitch itself as an alternative to China when it comes to critical minerals. And then Evercore with a tactical outperform call on Apple, as the stock hits a new all-time high. The analyst behind that call joins us with more on the bull case. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

A look at how Oracle started to win mega-deals over its competitors. Now Inking an agreement with Meta. Looking to further diversify its customer base. Then stocks in the weight loss industry falling after President Trump says prices will soon be coming down. One of the street’s top health care strategists give his outlook. Plus, Apple striking a deal for the U.S. Formula 1 rights. A look at its live event strategy and what it means for F1 with the CEO of the Cadillac F1 team. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Despite growing fears of a bubble, one of Goldman Sachs’ top strategists lays out why the market has more room to run. Then forget pain at the pump, it’s now pain at the plug. William Blair out with a new report on how rising energy costs are reshaping the American economy and who stands to benefit. Plus could 15 years of European underperformance be coming to an end? Deutsche Bank arguing just that. And they have a new trade they say can be a big winner. All that on Money Movers. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The President of Argentina joins CNBC as President Trump threatens to withhold economic help should Milei lose the upcoming midterm election. The U.S. recently announcing a $20 billion currency swap with Argentina. Then, Apple CEO Tim Cook visits China, while also trying to diversify the company’s business outside the country. And do recent high profile bankruptcies signal trouble ahead for the credit market? One of the bigger players in the space is Blue Owl. Its Co-President joins the show to help answer that question. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

European Central Bank President Christine Lagarde gives her outlook for the Euro and gold. Plus, whether she thinks the market is currently in an AI bubble. Then U.S. Trade Representative Jamieson Greer. New this morning – China striking back against President Trump’s threat of a 100% tariff increase. His outlook for the escalating trade war and whether a meeting between Trump and China’s Xi is still on. And the CFO of Wells Fargo reacts to results. The stock jumping as regulators remove the firm’s asset cap. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The new CEOs of Oracle sit down for their first joint interview since taking the jobs. Their outlook for AI spending, the energy needed to power the AI boom, plus the impact on the workforce. Then, China responds to President Trump’s threat of increased tariffs. A live report from Beijing. And Broadcom shares surge as it inks a deal with OpenAI in one of the largest infrastructure commitments yet. How the deal aims to power OpenAI’s hardware ambitions. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Breaking this hour: President Trump taking to social media to threaten what he is calculating a “massive” increase of tariffs on Chinese products into the U.S. Adding China is becoming very hostile and he sees no reason to speak with China’s Xi. Former assistant U.S. trade representative for China Affairs, Jeff Moon, reacts to the market downturn and looks ahead to what comes next. Plus Goldman Sachs out with its list of top tactical trades for earnings season. The group of stocks outperforming the S&P 500 by an average of 3% annually over the past 13 years. Those names, this hour. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

How the government shutdown is impacting the healthcare system. Many patients already feeling the effects. Plus a look at the possibility of skyrocketing premiums for millions of Americans. Then The UAE’s AI advantage. How the price of energy is giving the UAE a head start. And live from Macao. How the region is trying to remake itself as the gambling capital of the world. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

“Money Movers” provides investors with real-time analysis of the stories and the people attracting the attention of the markets each day. Capturing the energy of day’s early trading, the program includes the breaking news and numbers driving stocks and sectors, helping investors make critical decisions. “Money Movers” anchors speak with the CEOs, government decision-makers and newsmakers who play a relevant role in how money is moving. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

CNBC’s Sara Eisen sits down with Nike CEO Elliott Hill to discuss the company’s strategy, outlooks on the consumer, and timeline for a business turnaround. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.