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A huge moment for markets with Nvidia results in just a few hours:

Carl Quintanilla, Sara Eisen, and David Faber discussed the latest on the earnings front - including exclusive color on the consumer from Target's CFO - before getting into the tech trade with Truist Wealth's Chief Investment Officer, who remains bullish on the sector here. Plus: hear one longtime tech investor's take on what to watch out for when Nvidia reports (Melius Research Ben Reitzes), and whether Alphabet's new rally to record highs has legs here... In addition to one crypto CEO's take on the recent sell-off there (Bullish's Tom Farley).

Also in focus: an exclusive with Goldman Sachs Chairman & CEO David Solomon... Spanning markets, M&A, and how AI is changing his business. Hear his comments in full this hour.

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Carl Quintanilla, Jim Cramer and David Faber led off the show with news broken by CNBC's Leslie Picker: Blue Owl has decided to call off the merging of two of its private-credit funds. Blue Owl Capital Co-President Craig Packer joined the program at Post 9 in an exclusive interview. The anchors also discussed what to expect from Nvidia's much-anticipated earnings report due out after the bell — as AI bubble fears have taken a toll on the tech sector. Target shares under pressure after the company trimmed profit guidance and missed on Q3 revenue, while shares of Lowe's and TJX moved higher on their respective quarterly results. Also in focus: "Faber Report" update on the Warner Bros. Discovery bidding war.

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