大家好，我是Leonie Kidd，欢迎收听今天的《晨间快讯》。英伟达占据了头条，但这并没有阻挡多头的脚步。
Hello, this is Leonie Kidd with today's edition of Morning Squawk. Nvidia is dominating the headlines, but it's not holding back the bulls.
华尔街全线强劲上涨，由一些大型芯片股带动，而背景是市场对黄仁勋领导力的未来以及这对这家人工智能巨头意味着什么存在严重担忧。但细节才是关键……正在发生：英伟达的噩梦 英伟达丑闻出现了一些关键进展，这家AI巨头现在可能因CEO黄仁勋的行为面临FBI调查。
A solid rally across Wall Street, driven by some of the big chip names, came against a backdrop of serious concerns over the future of Jensen Huang's leadership and what that means for the AI behemoth. But the devil remains in the details... Happening now: Nvidia's nightmare There are some key developments in the Nvidia scandal, as the AI giant could now face an FBI investigation into CEO Jensen Huang's conduct.
美国总统唐纳德·特朗普周一在白宫的一场新闻发布会上表示，他曾与黄仁勋交谈，这位CEO否认自己知道与他有婚外情的那名女子“是中国间谍”。特朗普还说：“我知道FBI正在调查此事。”更多关键进展：洛杉矶一家律师事务所代表股东在加利福尼亚州圣何塞的联邦法院对英伟达和黄仁勋提起集体诉讼。诉讼指控被告作出虚假或误导性陈述，给公司带来重大风险。
President Donald Trump said during a press conference in the White House on Monday that he had spoken to Huang and that the CEO had denied knowing the woman he was having an affair with "was a spy" for China. "I know the FBI is looking into it," Trump also said. More key developments: A Los Angeles law firm has filed a class action lawsuit representing shareholders against Nvidia and Huang in a federal court in San Jose, California. It accuses the defendants of making false or misleading statements that present a material risk to the company.
律师斯蒂芬·尼尔已成为英伟达对黄仁勋内部调查中的关键人物，他被任命为董事会的首席独立董事。
Lawyer Stephen Neal has emerged as a key figure in Nvidia's internal investigation into Huang, as he has been named the board's lead independent director.
缺乏继任计划令投资者担忧。CNBC分析了谁直接向黄仁勋汇报，以及如果黄仁勋被迫让位，谁可能接任。英伟达股价盘前上涨约1%，此前周一跌幅超过4%。
The lack of succession planning is concerning investors. CNBC has analyzed who reports to Huang directly and could step up if he is forced to step aside. Nvidia shares are trading higher premarket, up by around 1% after falling over 4% on Monday.
克拉默的看法：吉姆·克拉默表示，投资者需要为“没有黄仁勋的英伟达”做好准备，并补充说，如果黄仁勋离开，那么“你就不能再被我们‘持有，不交易’的信条所束缚，这一直是CNBC投资俱乐部的默认观点。” 大动作：买入芯片股 在周一那轮猛烈上涨之后，芯片股盘前涨跌互现。
Cramer's take: Jim Cramer says investors need to prepare for a "Jensen-less Nvidia," adding that if Huang leaves, then "you can no longer be bound by our 'own it, don't trade it' mantra, which has been the default view of the CNBC Investing Club." Big Movers: Buying the chip Chip stocks are mixed in premarket trading after that blistering rally on Monday.
博通和AMD领涨，亚马逊、Alphabet、特斯拉和微软等“七大科技巨头”也一同上涨。
Broadcom and AMD led the biggest gains, alongside Magnificent 7 names like Amazon, Alphabet, Tesla and Microsoft.
今天晚些时候，新云集团CoreWeave将公布财报。CNBC的Seema Mody将关注英伟达是否带来影响，因为该公司最大的股东之一一直在亲自参与制定战略。
Later today, neocloud group CoreWeave will publish earnings. CNBC's Seema Mody will be watching to see whether there is an Nvidia impact, as one of the company's largest shareholders has been hands-on in setting strategy.
为何重要：压力依然存在，CoreWeave部分2031年到期的债券收益率已跃升至16%以上。其五年期信用违约互换（即违约保险）的利差飙升至1240个基点以上，过去一个月上涨了50%。
Why it matters: The pressure is still on, with yields on some CoreWeave bonds maturing in 2031 jumping above 16%. The spread on its five-year credit default swaps, which are insurance against default, soared above 1,240 basis points, up 50% in the past month.
英伟达缺席了华尔街的一轮上涨行情，标普录得4月以来最佳单日表现，道指上涨逾1000点，纳指跃升2%。
Nvidia sat out a rally on Wall Street that saw the S&P post its best session since April, the Dow add over 1,000 points and the Nasdaq jump 2%.
油价下跌助推了主要市场的涨势，布伦特和WTI原油今晨延续跌势。布伦特原油自8月以来首次跌破每桶90美元。
Lower oil prices helped drive gains across major markets, with Brent and WTI continuing those declines this morning. Brent has dipped below $90 per barrel for the first time since August.
经济指标：价格压力 投资者可关注周二的关键通胀数据，10月消费者价格指数报告将于美东时间上午8：30发布。预估显示整体同比涨幅为0.3%，核心涨幅为0.2%。
Economic Indicators: Price pressures Investors can watch out for a key inflation reading on Tuesday, when the October consumer price index report is released at 8:30 a.m. ET. Estimates show a headline growth rate of 0.3% and 0.2% for core.
为何重要：根据美国能源信息署的数据，10月加油站油价下跌超过4%，但美联储官员警告称，其他价格压力可能更难控制。
Why it matters: Prices at the pump fell over 4%, according to the EIA in October, but Federal Reserve officials have warned that other price pressures may be harder to contain.
就业意外：10月就业增长出人意料地强劲，CNBC调查了AI如何可能增加而非减少岗位。
Jobs surprise: October was surprisingly strong for job growth, and CNBC has investigated how AI could be adding roles, rather than removing them. For more on the 3 unexpected reasons why the jobs report surprised to the upside, head here.
政治：弹劾推动 一名共和党众议员采取了罕见举动，推动对同党成员发起弹劾。
Politics: Impeachment push A Republican representative has made the rare move to make an impeachment push against a member of his own party.
肯塔基州共和党众议员托马斯·马西提出了针对国防部长皮特·赫格塞斯的弹劾条款，促使众议院最早于本周进行投票。
Rep. Thomas Massie, R-Ky, has introduced articles of impeachment against Defense Secretary Pete Hegseth, prompting a vote in the House of Representatives as early as this week.
为何重要：特朗普总统周一晚间表示，即使赫格塞斯被弹劾，他也会支持赫格塞斯。
Why it matters: President Trump said on Monday night he would stand by Hegseth even if he is impeached.
下一步：赫格塞思将于今天晚些时候在五角大楼举行新闻发布会。他最近一次新闻发布会是在5月5日。最后……FDA警告称流行GLP-1药物可能导致视力丧失风险 美国食品药品监督管理局周一表示，该机构在发现罕见眼病风险可能增加的证据后，要求对所有GLP-1药物增加新的安全警告。
What next?: Hegseth will hold a press conference later today from the Pentagon. His most recent press conference was on May 5. And Finally... FDA warns of vision loss risk linked to popular GLP-1 drugs The U.S. Food and Drug Administration is requiring new safety warnings on all GLP-1 drugs after finding evidence of a potential increased risk of a rare eye condition, the agency said on Monday.
非动脉性前部缺血性视神经病变（NAION）可导致突然视力丧失，这种疾病罕见，尚未确立因果关系。
Nonarteritic anterior ischemic optic neuropathy (NAION), which can cause sudden vision loss, is rare, and a causal relationship has not been established.
FDA要求所有GLP-1药物制造商在药品说明中增加关于使用这些药物可能增加NAION风险的警告，该机构表示。杰克·索默斯和约翰·梅洛伊编辑了本期内容。
The FDA is requiring the makers of all GLP-1 medications to add a warning about the potential increased risk of NAION associated with use of these medications, it said. Jack Sommers and John Melloy edited this edition.