Podcast:Squawk on the Street Published On: Mon Nov 09 2026 Description: Carl Quintanilla, Jim Cramer and David Faber covered the big story of the morning: Nvidia shares down sharply after the company's board announced it is investigating CEO Jensen Huang's relationship with a woman accused of being a Chinese spy. In an email to Nvidia staff, Huang admitted to having an affair with the woman and apologized to his family and company employees. The anchors explored what Nvidia's future would be like without Huang at the helm, President Trump's view of Huang and what's at stake for the AI trade. Nvidia rivals including AMD led a chip sector surge, helping to spark a rally on Wall Street after stocks experienced four straight weeks of losses. A slide in oil prices also boosted market sentiment. Also in focus: Cramer highlights from the CNBC Investing Club Annual Meeting on Friday.Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.