Squawk on the Street

November 13, 2026; 11am: Squawk on the Street breaks down NVIDIA’s leadership shock, the AI trade, credit-market signals and Cerebra Systems’ momentum after earnings. The hour also covers Estee Lauder’s turnaround, GTA 6’s launch stakes and Anthropic’s IPO roadshow with Jamie Dimon.
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November 13, 2026; 10am: Squawk on the Street examines AI’s impact on inflation, consumer and enterprise spending, and the widening NVIDIA leadership and chip-export fallout. Gary Cohn, Alex Kantrowitz and Sarah Bianchi weigh in on AI ROI, Anthropic’s IPO, U.S.-China chip controls, OpenAI’s ChatGPT Wallet, Bitcoin weakness and a Microsoft outage.
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November 13, 2026; 9am: Squawk on the Street breaks down a volatile market open as NVIDIA fallout, hot PPI, higher yields and AI-chip demand dominate trading, with Chuck Robbins detailing Cisco’s AI infrastructure momentum. The hour also weighs Microsoft’s Outlook outage, Anthropic anticipation, semiconductors, Berkshire, Costco and health care leadership.
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November 12, 2026; 11am: Squawk on the Street tracks NVIDIA’s market reaction after Jensen Huang’s resignation, with analysts and authors weighing the leadership vacuum, AI-chip competition, China export controls and Washington scrutiny. The hour’s key takeaway: NVIDIA remains central to the AI ecosystem, but its succession, geopolitical risk and policy exposure are now major market variables.
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November 12, 2026; 10am: Squawk on the Street covers Jensen Huang’s resignation from NVIDIA, Colette Kress’s interim CEO role, and the immediate market reaction. The hour focuses on succession risk, governance questions, AI supply-chain exposure, and what the shakeup could mean for shareholders, partners, and competitors.

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