Nvidia’s big week, Warren Buffett’s new stake, Jeep’s turnaround efforts and more in Morning Squawk

Nvidia’s big week, Warren Buffett’s new stake, Jeep’s turnaround efforts and more in Morning Squawk


Nvidia founder and CEO Jensen Huang reacts during a press conference at the Asia-Pacific Economic Cooperation (APEC) CEO Summit in Gyeongju on October 31, 2025.

Jung Yeon-je | Afp | Getty Images

This is CNBC’s Morning Squawk newsletter. Subscribe here to receive future editions in your inbox.

Here are five key things investors need to know to start the trading day:

1. Tech troubles

After last week’s losses and with Nvidia’s can’t-miss earnings report on the horizon, investors are wondering what’s next for the artificial intelligence trade. Can the sector that has captivated Wall Street and Silicon Valley in recent years once again lead the market, or are investors in for more choppiness?

Here’s what to know:

2. Kugler’s case

Dr. Adriana Kugler, member of the Board of Governors of the Federal Reserve, speaks to The Economic Club of New York in New York City, U.S., June 5, 2025.

Kylie Cooper | Reuters

Months after former Federal Reserve Governor Adriana Kugler’s mysterious resignation, an ethics report released Saturday shows she broke the central bank’s stock trading rules.

The U.S. Office of Government Ethics found Kugler purchased shares of individual stocks instead of mutual funds, and made trades during the “blackout periods” around Fed policy meetings — both of which are violations of Fed rules. Kugler resigned after being denied a waiver by Fed Chair Jerome Powell for a disclosure form that showed she had prohibited stakes, Fed officials familiar with the matter told CNBC.

Speaking of the central bank: The Financial Times reported that New York Fed President John Williams met with Wall Street dealers about a lending facility last week. Williams was looking for feedback on the Fed’s use of a standing repo facility, a permanent lending tool that can backstop markets, per the report.

3. Hedge funds’ shopping carts

Warren Buffett and Greg Abel walk through the Berkshire Hathaway Annual Shareholders Meeting in Omaha, Nebraska, on May 3, 2025.

David A. Grogen | CNBC

4. Traffic jam

An Alaska Airlines plane takes off as the Burbank FAA Air Traffic Control Tower is staffed Tuesday and flight operations return to normal at Hollywood Burbank Airport Tuesday, Oct. 7, 2025.

Allen J. Schaben | Los Angeles Times | Getty Images

The Federal Aviation Administration last night announced it is ending its mandated flight cuts at 40 major airports, effective this morning. More than 5 million travelers saw their flights canceled or delays during the government shutdown, when air traffic controller staffing concerns led the FAA to impose restrictions.

The government shutdown may now be over, but the years-long air traffic controller shortage is still a problem. As CNBC’s Leslie Josephs reports, the closure may end up making it even harder to staff up. Airline executives want lawmakers to ensure controllers and other airport employees would be paid if the government closes again.

Get Morning Squawk directly in your inbox

5. New paths

2026 Jeep Grand Wagoneer

Jeep

After six straight years of declining domestic sales, Jeep wants to stop spinning its wheels.

As CNBC’s Michael Wayland reports, the SUV maker is aiming for a comeback after struggling with leadership changes, a dry product pipeline and consumers’ sticker shock. Jeep has seen some green shoots: The company recently saw its best quarterly sales growth in more than two years and has been rolling out new offerings such as the redesigned Grand Wagoneer.

Meanwhile, Ford ceremonially opened its 2.1-million-square-foot facility in Dearborn, Michigan, over the weekend. The new complex replaces Ford’s so-called “Glass House” headquarters and includes a test track, dual-level courtyard and even $6 rotisserie chickens.

The Daily Dividend

Here’s some of the events and releases we’re following this week:

CNBC Pro subscribers can see a full calendar and rundown for the week here.

CNBC’s Sean Conlon, Eric Rosenbaum, Kif Leswing, Deirdre Bosa, Michael Wayland, Jeff Cox, Dan Mangan, Pia Singh, Yun Li and Leslie Josephs, as well as Reuters, contributed to this report. Josephine Rozzelle edited this edition.



Source

Microsoft to invest .5 billion in India’s AI infra as Big Tech queues up for the Asian market
Technology

Microsoft to invest $17.5 billion in India’s AI infra as Big Tech queues up for the Asian market

Microsoft CEO Satya Nadella appears at an event with tech CEOs and senior officials, including Indian Prime Minister Narendra Modi, in the East Room of the White House in Washington on June 22, 2023. Chris Kleponis | CNP | Bloomberg | Getty Images Microsoft on Tuesday announced it would invest $17.5 billion in India’s cloud […]

Read More
CNBC Daily Open: A ‘hawkish cut’ by the Fed could dull festivities
Technology

CNBC Daily Open: A ‘hawkish cut’ by the Fed could dull festivities

An eagle is seen framed though construction fence on the Marriner S. Eccles Federal Reserve Board Building, the main offices of the Board of Governors of the Federal Reserve System on September 16, 2025 in Washington, DC, U.S. Kevin Dietsch | Getty Images News | Getty Images On Wednesday stateside, the U.S. Federal Reserve is […]

Read More
Hinge founder leaves CEO role to launch AI-powered dating startup
Technology

Hinge founder leaves CEO role to launch AI-powered dating startup

Justin McLeod speaks during the Fast Company Innovation Festival 2025 on Sept. 18, 2025 in New York City. Eugene Gologursky | Getty Images Hinge founder Justin McLeod is stepping down as CEO of the dating app to launch a dating service powered by artificial intelligence. McLeod will be replaced by Jackie Jantos, the dating app’s […]

Read More