9AM HOUR: Nvidia's Record Run, Sam Altman Makes the Rounds, Yields Keep Rising 10/5/26

Carl Quintanilla, Jim Cramer and David Faber explored what's next for Nvidia after the stock hit an all-time intraday high on Friday — and continued its march toward a $6 trillion valuation. The anchors also reacted to OpenAI CEO Sam Altman making the rounds when talking about AI safety — from a cover story in Vanity Fair to his appearance on a Politico podcast. Also in focus: Why bond yields are rising on both sides of the Atlantic Ocean; Treasury Secretary Scott Bessent's bond market message; M&A Monday; An upgrade for Wells Fargo; Morgan Stanley analyst Adam Jonas' note on SpaceX; Wrapping up the "Paramount Skydance era." Squawk on the Street Disclaimer