CNBC’s “Money Movers”

Bill Pulte, the Director of the Federal Housing Finance Agency joins the show. Responding to the changes made by FICO this week. Cutting out the middle man for mortgage lenders and resellers. Then, Goldman's CEO with a warnings about the AI hype cycle. Why David Solomon is growing worried. Plus, former SEC Commissioner Laura Unger details the impact of a government shutdown on the ability of companies to go public. 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.

“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.

“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.

The President taking to social media to announce plans for future tariffs on furniture not made in the U.S. The CEO of Ethan Allen joins the show with his reaction. Producing 75% of products in North America. Then the CEO of Carnival Cruise Line reacts to earnings after raising guidance. What he sees as the growth drivers for bookings. Plus Electronic Arts taken private in the biggest buyout deal of all time. A look at the investors behind that $55B deal. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The Trump administration announcing new tariffs on pharmaceuticals, trucks and furniture. The impact on for investors. Then early Facebook and Google investor Roger McNamee has a warning for the AI trade and the numbers of winners in the space. Plus, Former CEA Chair Jared Bernstein among the members signing a letter, sent to the supreme court, warning about the dangers around Fed independence should Fed Governor Lisa Cook be removed. He joins the show to discuss. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Citadel Founder & CEO Ken Griffin joins the show live in Miami, after making a $50 million donation to Success Academy Charter Schools. Plus we get his thoughts on the market, company specific tariffs exemptions and the dangers of the loss of Fed independence. Then Amazon reaches a settlement with the FTC, one of the biggest in history. A look at that penalty. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Alibaba says it will increase its AI spending while also announcing a new deal with Nvidia. Shares jump double digits. Then Jimmy Kimmel makes his return to the air, defending free speech and condemning the FCC's actions. But not all local affiliates opting to carry the program. Plus the Trump administration pushing for as much as a 10% stakes in Canadian Lithium miner, “Lithium Americas” as the government continues seek a return for loans to private companies. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

President Trump addresses the United Nations General Assembly, touting the strength of the U.S. economy, criticizing renewables and threatening more tariffs on Russia. Then new reporting from CNBC reveals how Jensen Huang and Sam Altman hammered out AI's boldest deal yet. And shares of Kenvue rebounding as Trump's unproven claims linking Tylenol to autism face push back. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

New this hour: U.S. Treasury Secretary Soctt Bessent says the U.S. is prepared for a “large and forceful” intervention to stabilize Argentina's markets and avoid a debt crisis. President Trump and Argentine President Javier Milei will meet tomorrow during the UN General Assembly. Then a new fee on H-1B visas is setting off a wave of confusion and concern for both businesses and workers. And what's next for Oracle after it announced a leadership change with CEO Safra Katz transitioning to executive vice chair of the board? 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.

Just appointed Fed Governor Stephen Miran joins Money Movers for his first interview since being confirmed to the Fed. The lone member to dissent from the rest of the board of governors, calling for a 50 basis point cut at this week's meeting. His views on the impact of tariffs on inflation, concerns over Fed independence, and how much lower he wants rates to go. Plus breaking this hour: the readout from President Trump's call with Chinese President Xi. The future of TikTok a key discussion point. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Intel shares soar as Nvidia invests $5 billion in the company. One of the street's top chip analysts breaks down how to play the stock. Then the President says TikTok will be owned by all American investors but an extension may be done with China to close the deal. Plus Trump weighs in on ABC pulling Jimmy Kimmel. And Meta's chief product officer joins the show. After the launch of the Meta Ray-Ban augmented reality glass.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

IBM Vice Chair and former NEC Director during President Trump's first term, Gary Cohn, weighs in on this afternoon's Fed decision and who could potentially be the next Fed chair. Then the CEO of IHG Hotels and Resorts. His outlook for the travel sector and the impact of immigration raids on the labor force. Plus, the CEO of Ralph Lauren, following the company's investor day. Laying out some new financial targets. 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.

New this hour: China's trade negotiator says the countries have reached a framework trade agreement on TikTok. Then Tesla shares jump as Elon Musk reveals he purchased one billion dollars worth of stock. Plus, a number of unknowns still remain ahead of this week's Fed decision. Including the number of voters. A look ahead to the confirmation vote of Stephen Miran plus new details about the accusations of mortgage fraud against Lisa Cook. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

RH just the latest company to warn about the impact of tariffs on its earnings. Its CEO adding this is probably the worst housing market in 50 years. Then what could a potential bid from Paramount Skydance for Warner Brothers Discovery mean for the media landscape? And Novo Nordisk prepares for the launch of an oral version of its blockbuster weight loss drug. A look at the competition with Eli Lilly.

New this hour: The Senate says it will vote on Stephen Miran's nomination to be Fed Governor on Monday. Then former Fed Vice Chair Alan Blinder joins the show to break down his new op-ed arguing “The Assault on The Fed's Independence Should Concern Everyone.” Plus, the power struggle between OpenAI and Nvidia. How OpenAI is looking to empower smaller rivals. 

Sequia Partner and Klarna board member Andrew Reed joins the show ahead of the fintech company's public debut at the NYSE. With a more than 20% stake, Sequioa is the largest shareholder. Then Tapestry announcing a new growth strategy and a $3 billion buyback. We sit down with the CEO. Plus, with Oracle shares jumping more than 40% after earnings, we look at how much the stock surge is adding to Oracle co-founder Larry Ellison's wealth.

The CEO of AT&T says he doesn't expect an iPhone super cycle following the release of the iPhone 17. Plus his thoughts on the company's recent $23B deal with Echostar. Then the White House responds to the revised payroll data, saying the large change in numbers is why new leadership is needed. And the CEO of Barclays, live from the company's financial services conference. His outlook for the economy and rate cuts.

Breaking this hour: The Supreme Court allows President Trump to remove democratic FTC member Rebecca Slaughter pending further review.  Then new numbers detail Tesla's falling market shares as a percent of EV sales in the United States. Plus NFL super-agent Drew Rosenhaus, on the shift to streaming and ratings from week 1 of the season.

An unprecedent pay package for Tesla's Elon Musk doesn't come without some high performance benchmarks. How should shareholders be thinking about the potential compensation package? Plus, Lululemon shares plummet after an increasingly competitive environment and tariff headwinds dented outlook. The Street's top retail analyst, JPMorgan's Matt Boss lays out what to do with the stock. And then CEO of Nuclear company Oklo joins the show. After announcing plans to invest nearly $1.7B in a new nuclear waste recycling facility. Shares are up more than 1000% in the past year.

The CEO of Hewlett Packard Enterprise joins the show after a beat and raise in the most recent quarter. He breaks down how AI demand is impacting the business. Then the CEO of Abercrombie, on the company's recently announced partnership with the NFL. How tariffs and consumer spending are impacting sales. Plus Apple CEO Tim Cook arrives at the White House, ahead of a rose garden event with other tech executives. A look at big tech's relationship with Washington.

Shares of Alphabet soar after a judge rules it won't have to divest its Chrome browser. A look at the impact of the ruling for other AI startups as well as Apple, which Google pays to be the default search engine on the iPhone. Then Macy's shares tracking for the best day since 2021. A breakdown of results and the company's turnaround efforts. Plus the CEO of HP Inc. is live from Citi's annual TMT conference. How tariffs and AI demand are impacting business.

As President Trump continues to take aim at the Fed and Fed Governor Lisa Cook, former World Bank President David Malpass' name has been floated as a potential replacement. He joins us with his outlook for monetary policy. Then a rebound in Manhattan office demand. A new study breaks down sentiment in the commercial real estate sector. Plus, OpenAI pledging to rollout new safeguard for ChatGPT after some high-profile cases have raised safety concerns for those in crisis.

We're live outside the courthouse as the first court hearing for Fed Governor Lisa Cook gets underway. Arguing against her attempted firing for alleged mortgage fraud. What comes next in her court battle against the President? We discuss with former U.S. Assistant Attorney General Bill Baer. Then, Former CEA Chair Jared Bernstein reacts to this morning's inflation print and gives his outlook on what it means for a possible rate cutting cycle. Plus, it's the top gainer on the S&P 500 for the day. Autodesk surging after a beat and raise. Its CEO breaks down the quarter.

Following Nvidia's results, where can investors look for opportunity in the market? Jefferies lays out its playbook to capitalize on the recent momentum in small caps. Then the E.U. says it will remove tariffs on U.S. industrial goods. We have the latest from Washington. Plus, the CFO of Intel gives an update on the U.S. government's stake in the company. Saying Intel received $5.7B in cash from the U.S. government last night.

The White House now calling on Fed Governor Lisa Cook to go on leave, even as her lawsuit challenging her removal looms. Allianz's Mohamad El-Erian joins the show to talk about the concerns over Fed independence. Then Okta CEO Todd McKinnon. Reacting to results after raising full-year guidance. Plus, is the market underestimating the pace of AI adoption? Citi thinks so. Out with a new report outlining the potential growth. 

Fed Governor Lisa Cook vows to fight back against President Trump, saying he doesn't have the authority to fire her. The Fed's former General Counsel joins the show. Representing the Fed's Board of Governors and the Federal Open Market Committee for 13 years. Laying out some scenarios of what could happen next. Then former Fed Governor Frederic Mishkin is also with us. With more on the impact for the Fed's independence and the impact on rates. Plus Nvidia caught in the crosshairs of geopolitics. Can CEO Jensen Huang play international diplomat to unlock the resumption of its China specific exports?

Breaking this hour: Elon Musk's XAI suing Apple and OpenAI, alleging the companies are violating antitrust laws and have “colluded” to maintain monopolies in the smartphone and generative AI markets. Then the CEO of Invitation Homes breaks down what elevated mortgage rates mean for housing affordability and the decision to rent versus buy. Plus UBS breaks down the potential winners and losers in the face of new tariff threats on imported furniture. The two names they say are best positioned.

Stocks surge to new records following Fed Chair Jerome Powell's speech in Jackson Hole. Signaling he could be open to lowering rates at the September meeting. Cleveland Fed President Beth Hammack joins the show – with her first reaction to those remarks. Then Intuit a rare tech stock in the red after reporting results. CEO Sasan Goodarzi breaks down the quarter. Plus following Powell, what's the next catalyst for the market? Could it be Nvidia results next week? We break down some of the challenges facing the company.

New this morning: CNBC's Sara Eisen details a letter written by the DOJ's Ed Martin, to Fed Chair Powell, suggesting the DOJ will investigate allegations of mortgage fraud against Fed Governor Lisa Cook. Then existing home sales jump 2% in July, defying expectations for a modest slump. The CEO of Redfin has more on what that means for buyer and sellers. Plus, President Trump urging pharmaceutical companies to produce drugs in the united states, or face a tariff. Now a new plant, five years in the making, appears to be opening at the perfect time. We take you inside the facility.

In his latest attack on the Fed, President Trump calling for Fed Governor Lisa Cook to resign. After the director of the Federal Housing Finance Agency, Bill Pulte, says the DOJ should look into possible mortgage fraud. Pulte joins the show with more on the accusations. Then wealthy investors loading up on alternative assets. Marathon Asset Management's Bruce Richards has more on the opportunities in private credit. And finally, a monster hit. Shares of Labubu-maker parent company ‘Pop Mart' soar on the back of results. It is just a fad or the start of a longer term trend?

The FTC taking aim at ticket resellers, particularly focusing on Taylor Swift's Eras Tour. FTC Chairman Andre Ferguson discusses the suit and the M&A environment for big tech. Then the CEO of cruise operator Viking is with us, discussing the outlook for global travel demand. Plus Softbank taking a $2B stake in Intel. What that means for shareholders.

Moody's Analytics Chief Economist Mark Zandi warning a recession is looking increasing likely. Pointing to the fact he expects a negative jobs print in the near future. Then Ukrainian President Zelenskyy heads to Washington with other European leaders, looking to work towards a ceasefire with Russia. A live report from outside the White House. Plus Tesla teasing a new model could be coming to China. Trying to push back against rising EV competition. The details, this hour.

Shares of UnitedHealth jump after Warren Buffett's Berkshire Hathaway revealed it had taken a stake in the company. Is this a long-term buying opportunity or just a near-term bounce? We discuss. Then, UFC CEO Dana White joins the show. After inking a $7.7B streaming deal with Paramount. Plus OpenAI CEO Sam Altman speaking with CNBC and other reports about the rollout of GPT-5. Those comments, this hour.

White House Senior Adviser for Trade & Manufacturing, Peter Navarro discusses the President's latest executive order, aimed at improving the supply chain for essential medicines. Then Deere shares plummet after trimming the high-end of its guidance. Oppenheimer's first reaction after the earnings call. Plus what to watch for ahead of President Trump's meeting with Russia's Putin in Alaska, taking place tomorrow. The prospects for a potential ceasefire with Ukraine and the impact for the market.

Deutsche Bank sticks with its prediction for a single rate cut in the December, saying the impact from President Trump's tariffs has been quite modest. Plus why they say risks to the market have now moved to the upside. Then the CEO of trading platform eToro reacts to results and what the public debut of competitor ‘Bullish' means for the crypto trading boom. And the U.S. CEO of commercial real estate company Colliers, on the revival of the office sector. What the demand picture looks like right now.

The Trump administration claiming Social Security benefits could be disrupted if the tariffs are over turned. We speak with the Social Security Commissioner about fears of insolvency and how he plans to modernize the system. Then, New York City Republican Mayoral candidate Curtis Sliwa is at the New York Stock Exchange, warnings the President's potential involvement in the race will only help Democratic front runner Zohran Mamdani. Plus, with the success of recent IPOs like Figma and CoreWeave has a new slate of companies looking to take advantage of the opportunity to go public. A look at who's next in the pipeline.

Ford CEO Jim Farley joins the show, detailing the company's just announced plans to spend an additional $2B to revamp its EV strategy and production process. Then, the CEO of Take-Two Interactive. First on CNBC with insights into the most recent quarter and an update on the release of Grand Theft Auto 6. Plus, President Trump answers questions about his planned meeting with Russia's Putin in the coming days, saying he'll know within minutes if a deal is possible.

President Trump picking CEA Chair Stephen Miran to fill the Fed Governor vacancy left by Adriana Kugler. Former Fed Governor Randy Krozner breaks down what that means for the future of monetary policy. Then shares of Expedia and Trip Advisor surge on the back of earnings. The outlook for the U.S. travel sector. Plus a potential way to gain alternative exposure to the gold trade. The CEO of Wheaton Precious Metals breaks down the quarter with the stock up more than 80% this year.

The President calls for the resignation of the Intel CEO over alleged conflicts with China. Then Intel not the only company drawing the attention of the President. A look at Tim Cook the politician. How the Apple CEO is rewriting the playbook when it comes to getting around tariffs. And then Eli Lilly shares tank after data from a late-stage trial for its oral weight-loss drug overshadowed the company's upbeat outlook.

Apple shares pace for their best day since May ahead of CEO Tim Cook's visit to the White house where he is expected to announce further investment in the United State. In addition new details emerge about exemptions for the iPhone maker as the President hikes tariffs on India over its purchases of Russian oil. Then OpenAI eyes a half trillion dollar valuation, a number that would make it the most valuable private company in the world. Plus the CEO of payments company Toast reacts to results and what he's seeing in terms of consumer spending.