Riding the OpenAI Trade, Gold Hits $4,000, "The Year of Magical Investing" 10/7/25

This episode of CNBC's Squawk on the Street features Carl Quintanilla and Jim Cramer discussing market-moving insights and analysis. They delve into the tech sector's rally fueled by OpenAI, highlighting companies like Dell, AMD, and IBM and their advancements in AI. The conversation covers reactions to AMD, OpenAI's push into enterprise, and the potential threats to hyperscalers. They also discuss gold hitting $4,000, potential farm bailouts, commodity pressure, and housing affordability. The hosts touch on individual stocks like Applovin, Palantir, and PepsiCo, and preview Jim Cramer's upcoming interview with Jensen Huang, while also exploring broader market trends and investment strategies.