9AM HOUR: White House AI Summit Aftermath, PCE Inflation Gauge Holds Steady, CoreWeave CEO "First on CNBC" 9/30/26

Carl Quintanilla and Jim Cramer covered all of the bases on AI, including President Trump saying he and tech titans signed a "morally binding" AI agreement at the White House on Thursday. Check out a montage of tech executives commenting on AI safety -- featuring OpenAI's Sam Altman, Anthropic's Dario Amodei, Nvidia's Jensen Huang and Meta's Dina Powell McCormick. The anchors reacted to tamer than expected inflation data: PCE held steady in August, up 3.4% year-on-year. CoreWeave CEO Mike Intrator joined the show and discussed the company's first customer on Nvidia's Vera Rubin platform. Also in focus: Rising yields setting the stage for October markets; September and Q3 winners and losers; Moderna gets slapped with a "Sell" rating; Microsoft shares poised for their best quarter in 28 years; Mattel picks a new CEO. Squawk on the Street Disclaimer