A December rate cut is looking less likely, but does the market need it for support? Plus, Bitcoin is now off more than 20% from its record high, is the bottom in or are more crypto declines coming? And our tech watcher says AI anxiety is overdone and he’s going shopping. He tells us where he’s seeing the biggest opportunities in the trade.

Stocks sharply lower as the tech sell-off persists, but one strategist says it's too early for an AI bubble. Disney shares on pace for their worst day since April on mixed results. Plus, a retail bright spot.

Apparel prices in October were 3% higher than last year, and one analyst says that may only be the beginning. Mortgage applications climb during a historically slow season. Plus, we break down the big moves in big banks as they hit all-time highs.

The shutdown may be coming to and end, but its impact will last a while longer. We look at the ripples across the markets, travel, and holiday spending. Why you may want to skip large-caps in favor of smaller names. Plus, our tech watcher says stick with the sector and one name in particular.

The government could reopen as soon as this week, according to one policy strategist. Deutsche Bank sees 20+% upside in MP Materials. Plus, are 50-year mortgages the key to jumpstarting the housing market?

OpenAI executives are walking back comments that the government should serve as a backstop for the company. Is OpenAI's business model unsustainable? One of our guests says yes, by design. Plus, what to expect if you’re planning to fly during the government shutdown. And, will home improvement stocks hammer out some gains this earnings season?

October layoffs just hit a 20-year high. We look at what drove the cuts, and whether more bad news could be ahead. Plus, it’s a crucial day for Tesla with shareholders voting on Musk’s pay package, but it’s not the only reason why today’s shareholder meeting is important. And, we look at what happens to the retail sector if the Supreme Court strikes down Trump’s tariffs.

The government shutdown is now the longest on record, and it could have an impact on Q4 GDP. Plus, are fast-casual chains like Cava and Chipotle losing their edge as consumers pull back? And Billionaire Barry Sternlicht says New York City is in for a rough time following Zohran Mamdani’s win.

The freight industry is giving off Great Financial Crisis vibes, according to one CEO. The earnings trades as consumer names take the spotlight. Plus, can driverless cars steer Uber back in the right direction?

The CNBC Changemakers and Power Players podcast delivers candid, in-depth conversations with trailblazing women in business, hosted by CNBC Senior Media & Tech Correspondent Julia Boorstin. Listen to an excerpt now! The series spotlights women from the CNBC Changemakers list and other female innovators who are redefining leadership, breaking barriers, and transforming industries; including CEO of Retirement Solutions at TIAA Kourtney Gibson. Episodes of CNBC Changemakers and Power Players are available now and drop every Tuesday. Stay right here to listen to a special preview, and for the full episode, search for CNBC Changemakers and Power Players and follow the show wherever you get your podcasts.

Kimberly-Clark agrees to buys Tylenol-maker Kenvue for more than $40B. Amazon teams up with OpenAI for the first time, while Microsoft cuts its own multi-billion-dollar deals with two cloud start-ups. Plus, Palantir hits an all-time high ahead of earnings.

Amazon hits an all-time high after earnings. The government shutdown will stop SNAP funding tomorrow, affecting 42 million Americans. We look at the ripple effects across several industries.

The U.S. and China reach trade agreements. What to expect when Apple and Amazon report earnings after the bell. Plus, the XPO CEO shares how tariffs and AI are affecting shipments.

The Federal Reserve expected to cut rates by a quarter-point. Seymour Asset Management's Tim Seymour and BD8 Capital's Barbara Doran join for the hour to break down what that means for your money. Plus, we look ahead to big tech earnings as Nvidia's market cap crosses $5 trillion.

Apple and Microsoft both hit $4 trillion in market cap. Amazon announces the largest corporate job cut in its history as AI recalibrates the workforce. Plus, PayPal partners with OpenAI.

Berkshire Hathaway gets a rare downgrade. How much pain the government shutdown could inflict on airlines. Plus, the big tech names to buy ahead of earnings this week.

Stocks hit record highs after the long-awaited September CPI report showed cooler inflation. Gold loses some of its luster. Plus, what the c-suite expects from consumers this holiday season.

Oil prices jump after the Trump administration puts sanctions on Russia. Tesla shares recover after sliding on earnings. Plus, what the options market indicates about the direction of the meme trade.

Wells Fargo CEO Charlie Scharf joins from the bank's new campus in Irving, Texas. Venture capitalist Bradley Tusk's solution for mitigating AI's funding issues. Plus, why Travel + Leisure says timeshares are being "rediscovered."

Warner Bros. Discovery is up for sale... we break down potential buyers and what it means for media. Earnings season continues as markets rally. Plus, how Dick's Sporting Goods is expanding their brick and mortar presence.