Elon Musk and Jensen Huang take the stage at the U.S.-Saudi Investment Summit in Washington, DC. Outlining their visions for AI and cutting-edge tech. Then, the CFO of GM joins the show after presenting at a Barclays auto conference. His outlook on pricing and the impact of tariffs. Plus, the tech that Google used to build Gemini 3.0 could pose the biggest threat yet to Nvidia. Those details, this hour.

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President Trump hosts Saudi Crown Prince Mohammed bin Salman at the White House. Looking to strike a number of investment deals. Plus, Citi’s Global Head of Tech breaks down how investors should be thinking about the market’s fears of an AI bubble. And the CEO of Medtronic reacts to results after raising guidance. The stock the top gainer on the S&P 500 in early trade.

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Bernstein lays out what Nvidia earnings will mean for the broader market and sentiment around the AI trade. Then Apollo breaks down how the energy sector is ripe for investment as it funds the data center boom. Plus could pressure on the upper-end consumer and concerns about youth unemployment be a warning sign about a bigger market downturn?

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Investor Dan Niles lays out the companies he thinks will emerge as winners from the AI boom as bubble fears create volatility. Then a look at the unprofitable tech companies that are spurring AI spending and why many on the street are growing cautious. And Walmart announcing a leadership change. What the departure of CEO Doug McMillon means for the outlook.

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The Administrator of the U.S. Small Business Administration lays out how the shutdown delayed the delivery of more than $5B in loans to small businesses and what comes next. Then retail traders break their dip-buying streak. How that impacts the momentum trade. Plus, the CEO of Cognizant, after striking a new deal to expand the company’s enterprise AI portfolio.

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The CEO of Raymond James talks about potential regulation changes that could impact the business and why the desire for human financial advisers remains strong. Plus, his outlook for the economy as the government shutdown nears an end. Then, new reports say the White House is looking at new rules to curb the influence of proxy-advisers and index funds when it comes to shareholder voting. And Meta announces a new $1B data center in Wisconsin, its 30th data center to date.

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The path to reopening the government. NEC Director Kevin Hassett joins Money Movers, first on CNBC, with more on the economic impact of a potential reopening and how missed economic data plays into forecasts. Then, the CEO of Rigetti Computing – reacting to earnings and laying out how investors should think about valuing the quantum trade. And new reports surrounding the departure Meta’s AI chief. More on the shifting priorities in big tech.

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Fed Governor Stephen Miran joins the show to discuss how the first steps to end the government shutdown could impact monetary policy and impact growth. Continuing to argue for a 50-basis-point cut in December. Then the CEO of trading platform eToro, on earnings and AI bubble fears among retail investors. And Burger King looking to triple the number of restaurants in China over the next decade. The executive chairman of its parent, Restaurant Brands International, lays out the growth strategy.

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