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Nvidia's day of deals, the Fed decision, Boeing earnings and more in Morning Squawk
CNBC·2025-10-29 12:14

分组1 - Nvidia's CEO Jensen Huang participated in an AI summit, indicating the company's ongoing focus on artificial intelligence [1] - The Federal Reserve is expected to announce a 25 basis point interest rate cut, with a 99.9% probability priced in by traders [2] - Concerns arise regarding the Federal Reserve's economic analysis due to data being on hold from the government shutdown [3] 分组2 - OpenAI has restructured into a nonprofit named the OpenAI Foundation, holding a controlling stake valued at approximately $130 billion in its for-profit entity, OpenAI Group PBC [4] - Microsoft has a significant investment in OpenAI's for-profit arm, amounting to $135 billion, representing about 27% of the company on a diluted basis [4][5] 分组3 - Boeing reported earnings for Q3, returning to cash-positive status for the first time since 2023, despite a $4.9 billion charge related to 777X delays [10] - The company is on track for its highest delivery numbers since 2018, with CEO Kelly Ortberg noting positive signs across the business [11]