The hosts of CNBC's Squawk on the Street, Carl Quintanilla, David Faber, and Jim Cramer, discuss the day's market-moving news, including trade tensions with China, potential end to Fed tightening, and earnings from major banks like Morgan Stanley and Bank of America. They analyze the implications of a postponed CPI report due to a government shutdown, and debate China's leverage in trade, particularly regarding chips and rare earths. The conversation covers ASML's role in chip manufacturing, potential partnerships with Mexico for rare earth minerals, and the performance of various companies including Salesforce, NVIDIA, AMD, and Tesla. They also discuss the potential risks of speculative investments and the importance of taking profits. The podcast includes sound from Stephen Miran on downside risks to growth.
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