9AM Hour: Nvidia Earnings Countdown, Jeff Bezos CNBC Exclusive, Retail Results and the Consumer 5/20/26

Carl Quintanilla, Jim Cramer and David Faber discussed what to expect from Nvidia's quarterly results due out after Wednesday's close of trading. The anchors reacted to highlights from Andrew Ross Sorkin's wide-ranging CNBC Exclusive interview with Jeff Bezos at Blue Origin Rocket Park. Retail and the consumer in focus: Target, Lowe's and TJX all posting better-than-expected quarterly results. See how one of the three companies saw its stock take a hit in reaction to earnings call comments. Also in focus: The 30-year yield hovering around 2007 highs, Intuit layoffs, software vs. chips, what Anthropic CEO Dario Amodei told Oprah Winfrey about the AI buildout race, Toll Brothers shares jump on the homebuilders' earnings.   Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.