Exclusive with Nvidia CEO Huang and Synopsys CEO, December Playbook 12/1/25

Squawk on the Street

CNBC

Business, News, Investing

4.1 • 567 Ratings

🗓️ 1 December 2025

⏱️ 45 minutes

🔗️ Recording | iTunes | RSS

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Summary

In a CNBC Exclusive, Carl Quintanilla and Jim Cramer engaged in a wide-raging discussion with Nvidia CEO Jensen Huang and Synopsys CEO Sassine Ghazi. Nvidia announced it is taking a $2 billion stake in the chip design software provider as part of a strategic computing and AI partnership. The anchors also explored what to expect from the markets in December — after a volatile November which saw AI jitters weigh on the Nasdaq, while the S&P 500 and the Dow extended their monthly win streaks to seven. Also in focus: The bitcoin slump effect, retail after the Thanksgiving holiday weekend, President Trump says he knows who he wants to succeed Jerome Powell as Federal Reserve Chair. Squawk on the Street Disclaimer

Transcript

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0:00.0	Market Insight and Analysis. You're listening to the opening bell of CNBC, Squawk on the Street.
0:05.9	Good Monday morning. Welcome to Squawk on the Street. I'm Carl Kinteneo with Jim Kramer at Post
0:09.5	Nine of the New York Stock Exchange. Faber has the morning off. We are kicking off the month
0:13.1	of December with some risk off after Friday's Everything rally. Got some Nvidia AI news,
0:18.9	a read on Black Friday weekend holiday sales, Bitcoin back below 85K,
0:23.2	tenure 407. Our roadmap begins with positioning into the final month of trading for the year.
0:28.5	We'll talk about if a Santa Claus rally is in the cards. Another AI deal, Nvidia taking a $2 billion
0:33.9	stake in chip design software provider's synopsis. We have an exclusive with Jensen Wong
0:38.7	and the CEO of Synopsis. And the president says he's made his choice on who he wants to lead
0:44.6	the Federal Reserve after J. Powell. Let's begin with the markets, though, kicking off December
0:49.5	after a volatile November for stocks. Nasdaq snaps a seven-month win streak in the wake of AI valuation jitters.
0:56.1	Meantime, S&P, seven consecutive monthly gains.
1:00.0	Same goes for the Dow.
1:01.0	That's the longest such streak since 2018.
1:03.7	And we've had a few of those streaks, Jim, since 2009.
1:06.6	Most of them end after seven months.
1:09.1	Right.
1:09.4	Well, look, I think obviously people feel that last week was a bit of an aberration, that we were looking ugly and somehow pulled the, look, did we pull something out of the fire?
1:21.4	I don't know.
1:22.3	It's very hard to move stocks.
1:24.1	I mean, the move Friday may have seemed not real. And I've seen that happen a lot of times
1:29.9	people say it's not real. Look, I question whether this went down. Is that real? We have Bitcoin
	...

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