Squawk Pod
Squawk Pod is a daily podcast that curates the top moments and takeaways from CNBC's flagship morning show, "Squawk Box". Anchored by Joe Kernen, Becky Quick, and Andrew Ross Sorkin, it features news-making interviews, perspective and analysis from iconic guest hosts, and slices of debate and discussion. The podcast wraps each episode with exclusive context and color from Senior Producer Katie Kramer.
Episodes
Elon Musk’s Interview with The Economist & Lina Khan’s NYC Role 7/24/26
In a nearly 90 minute interview, SpaceX and Tesla CEO Elon Musk sat down with The Economist’s editor-in-chief Zanny Minton Beddoes. Beddoes shares her biggest takeaways from the conversation, including the most viral moments about AI regulation and Musk’s own relationship with the alt-right. Partnership for NYC President and CEO Steven Fulop discusses Mayor Mamdani’s appointment of former FTC Comm
Kalshi’s ‘Midterms Hub’ & SeatGeek & Serval Automate the I.T. Department 7/23/26
Former CFTC Commissioner Brian Quintenz is now on the board of Kalshi Exchange and a senior advisor to the Coalition for Prediction Markets. The morning after Kalshi unveiled a “Midterms Hub” for election contracts, Quintenz discusses prediction markets regulation and impact on U.S. elections. AI-native IT startup Serval is helping customers like SeatGeek bring IT engineers off of IT help desks an
OpenAI’s “Cyber Incident,” A Saudi Nuclear Deal, & AT&T CEO 7/22/26
AT&T reported better-than-expected earnings for its second quarter. CEO John Stankey discusses the results, the future of connectivity, and the potential for partnership with SpaceX’s Starlink. In AI news, Elon Musk announced that Grok Imagine will produce a full length AI adaptation of The Odyssey, and OpenAI has disclosed an “unprecedented cyber incident” in which its models escaped a sandbox an
More Tariffs Coming & Cyclospora’s Source 7/21/26
U.S. Trade Representative Jamieson Greer signaled another round of President Trump’s tariffs is on the way, on the heels of a new 50% levy on Canadian goods as varied as wine and hockey sticks. Greer says he expects action soon. The cyclospora pathogen is sparking fears – and false positives - as regulators struggle to determine the source of the recent explosive diarrhea outbreak. Former FDA Co
AMC CEO Adam Aron & OpenAI Chairman Bret Taylor 7/20/26
After The Odyssey’s strong opening weekend at the box office, AMC CEO Adam Aron discusses the shifting entertainment landscape and AMC’s financial results this quarter. Aron also discusses audience appetite for films using AI tools and AI actors. AI is also on the table for the next interview, with OpenAI chairman and Sierra co-founder Bret Taylor. Taylor weighs in on the debate about tokenmaxxing
A Chip Sell-Off, Netflix’s Report, & President Xi’s AI Pitch 7/17/26
Netflix shares are under pressure after its quarterly earnings forecast disappointed investors, and chip stocks are down amid concern about AI investment. JPMorgan Asset Management global market strategist Hugh Gimber explains why the pressure on chip and memory stocks might continue until hyperscaler companies report their own earnings in a few weeks. In Shanghai, CNBC’s Eunice Yoon reports on Pr
Expanding Trump Accounts with IRS CEO & SSA Commissioner 07/16/26
Frank Bisignano serves as Commissioner of the Social Security Administration & CEO of the IRS, and now he’s being tapped to lead the expansion of Trump Accounts. In an extended interview, the Commissioner discusses stock donations to Trump Accounts and the tech transformation within the IRS. Netflix shares are down over 40% for the past 12 months, but MoffettNathanson analyst Robert Fishman says
Jamie Dimon in Pennsylvania & Rich Kleiman in “Sports Week” 7/15/26
JPMorgan Chase CEO Jamie Dimon and Senator Dave McCormick (R-Pennsylvania) discuss the bank’s $24 million investment in Pennsylvania’s maritime industry. Both Dimon and Sen. McCormick discuss the future of American industry, politics, national security, and AI. Plus, On July 16th, CNBC and Boardroom are bringing their fourth annual Game Plan Summit to Fanatics Fest. Ahead of the summit, longtime s
Bonus: Warren Buffett in Omaha 7/15/26
Warren Buffett plans to give away all of his Berkshire shares within eight years, but he has ended his 20-year-long philanthropic relationship with the Gates Foundation. In a sit-down interview with Becky Quick, Buffett discusses the decision to omit the Gates Foundation from his annual charitable gift. Plus, Buffett explains Berkshire’s expanded stake in Alphabet, and he weighs in on a market dri
Chamath Palihapitiya Goes All In on AI, SPACs, IBM, & Politics 7/14/26
Chamath Palihapitiya, host of the All-In Podcast and CEO of both Social Capital and 8090, sits down with Joe Kernen and Andrew Ross Sorkin for a wide-ranging interview. The founder and investor views AI as a “great leveler,” and he argues that Silicon Valley has an AI marketing problem. A California billionaire himself, Palihapitiya discusses his commitment to the state–and his frustration with th
The GOP’s Future, Apple Sues OpenAI, & the Musk-Altman Feud 7/13/26
After the death of Senator Lindsey Graham (R-SC), former Congressman Patrick McHenry (R-NC) discusses Sen. Graham’s legacy and the future of both the Republican and Democratic parties.
Shares of SK Hynix fell over 15% in Seoul on Monday after its impressive Friday debut of US-traded shares on the Nasdaq. Semafor’s Rohan Goswami is reporting that friends and advisers of Paramount CEO David Ellison
SK Hynix Hits the Nasdaq & Talking FIFA with Men in Blazers 7/10/26
South Korean memory chip giant SK Hynix is now publicly traded on the Nasdaq, raising billions from U.S. investors. OpenAI’s Fidji Simo, second in command at the company, is leaving to manage a chronic illness. CNBC’s Kate Rooney reports on the ongoing questions about governance at OpenAI. Stat News reporter Bob Herman is digging into the cracks of the American health care system, the Federal Rese
The Top State for Business & Debating Prediction Markets 7/9/26
CNBC's Megan Cassella reports on the latest strikes between the U.S. and Iran, and Democratic Senate Nominee for Maine Graham Platner is ending his campaign. Former Republican Senator for Nevada Dean Heller is now an advisor to Kalshi, and he responds to former New Jersey Governor Chris Christie’s comments about the difference between prediction markets and sports gambling. Plus, CNBC’s 20th annua
“It’s Over.” The President with NATO & the Legacy of Elie Wiesel 7/8/26
At the NATO summit in Turkey, President Trump remarked that the memorandum of understanding with Iran is “over.” CNBC’s Steve Sedgwick reports on the ground in Ankara, and Nicholas Burns, former Ambassador to NATO under George W. Bush, discusses the economic pressure points that could be effective in negotiations with Iran. Andrew Ross Sorkin calls into the show with news about Blue Origin: the sp
A NATO Summit in Turkey, Tilly Norwood, & World Cup Wagering 7/7/26
President Trump has arrived in Turkey for the NATO summit, and Senator Chris Coons (D-DE) is also in Ankara with the U.S. delegation. Sen. Coons discusses the goals for the U.S. and its allies at the summit. Former New Jersey Governor Chris Christie is now a strategic advisor to the American Gaming Association, and he’s zeroing in on the differences between legal sports betting and prediction mark
Trump Accounts Launch: Brad Gerstner 7/6/26
On July 4th, the administration officially launched Trump Accounts, a new savings and investing vehicle for kids under 18 in the U.S. One of the orchestrators, Silicon Valley investor Brad Gerstner, explains the platform, SpaceX COO Gwynne Shotwell’s donation to it, and the vision for the American dream. Plus, Taylor Swift and Travis Kelce were married at MSG in New York over the holiday weekend,
President Donald J. Trump: America at 250 7/3/26
President Donald J. Trump sits down with Joe Kernen for an exclusive, extended interview ahead of America’s 250th anniversary. In a wide-ranging conversation, the President discusses the stock market’s performance, the war in Iran, the Supreme Court’s latest decisions, AI innovation, and the government’s stake in Intel. Plus, President Trump addresses his own financial disclosures and considers hi
A 5% Stake in OpenAI & Walter Isaacson 7/2/26
OpenAI is reportedly discussing giving the U.S. government a 5% stake in the company, and Meta may be preparing to sell its AI compute power. Former Meta Chief Technology Officer Mike Schroepfer maps out the future of tech’s infrastructure and consumption. Plus, to celebrate America’s 250th birthday, author Walter Isaacson penned “The Greatest Sentence Ever Written,” a deep dive into the first sen
Bonus: The Path with Becky Quick: A Father’s Rare Determination 7/2/26
John Crowley does not stop at bad news. His two young children, Megan and Patrick, were babies when they were diagnosed with Pompe disease, a rare and fatal form of muscular dystrophy. Crowley changed his entire life in a race against the clock to find a treatment for his kids and reinvented his career at the same time. It was a breakthrough that inspired a Hollywood film, he tells Becky Quick for
Palantir CEO Alex Karp: CEOs are Livid 7/1/26
Palantir CEO Alex Karp is fired up about the costs of AI lab tokens–and he assures us that every other CEO is angry, too. In a passionate interview, Karp addresses “tokenmaxxing,” national security, global AI competition, and Palantir’s expanded partnership with Nvidia. Then, two teens from opposite sides of the political aisle have come together to write a book about bipartisanship. Larra Mullin,
“Grocery Price Emergency” & Crypto’s Tough 2026 6/30/26
President Trump has not signed the housing legislation that passed both chambers. Instead, the President has underscored his priority: the SAVE America Act. A commercial JetBlue flight hit a drone at JFK, and SpaceX may one day donate stock shares to “Trump accounts.” Former director of the CFPB Rohit Chopra is about to begin a new role as Business and Consumer Services Agency Secretary for Califo
Comcast’s Next Spinoff & The US Men’s National Team 6/29/26
The markets are coming off of a volatile week, and Comcast is spinning off NBCUniversal and Sky. Evercore founder Roger Altman discusses both. As the Round of 32 begins, donor to the US Men’s National Team Scott Goodwin explains why he’s helping to pay the salary of the head coach, Mauricio Pochettino. A hedge funder and a soccer fan, Goodwin believes in the unifying power of a national sports tea
Jeremy Grantham: The Most Expensive Market in American History 6/26/26
Investing legend Jeremy Grantham founded one of the first index funds in the 1970s, and in a special Squawk interview, he’s issuing a warning to investors. A permabear, Grantham expects a market decline of 70%, and he’s counseling his team to avoid U.S. stocks. Plus, OpenAI may wait until 2027 to IPO, and Apple is hiking product prices, thanks to rising costs of memory chips.
Jeremy Grantham -
House Minority Leader Jeffries & SpaceX Investor Mark Pincus 6/25/26
After New York’s primaries, House Minority Leader Hakeem Jeffries (D-NY) discusses the future of the Democratic Party in a midterm election year. Plus, Zynga founder and Reinvent Capital partner Mark Pincus has written a book, “Life at the Speed of Play.” Pincus discusses his thesis of how to build successful products from good ideas, as well as his investments in SpaceX and Anthropic. Pincus is s
Treasury Sec. Scott Bessent: Mayor Mamdani is Leading Democrats 6/24/26
In an extended interview, U.S. Treasury Secretary Scott Bessent addresses the administration’s approach to tariffs, negotiations with Iran, and his own view on America’s AI dominance and regulation, and the future of the Federal Reserve. The morning after the NYC primary elections, Sec. Bessent also weighs in on the future of the Democratic Party. Plus, Google parent Alphabet has replaced Verizon
Coatue Founder Philippe Laffont 6/23/26
Coatue founder and portfolio manager Philippe Laffont shares his perspective on AI, the investing mistakes he’s made, and much more in an extended interview. Once a ‘Tiger Cub,’ Laffont now has $90 billion under management and is looking for his next bet in space and tech. Plus, a tech selloff has rocked global markets, the Senate has advanced a housing bill that limits private equity purchases of
Alan Greenspan’s Legacy: Mohamed El-Erian & Walter Isaacson 6/22/26
Former Federal Reserve Chairman Alan Greenspan has died at 100 years old, leaving an enormous legacy for the American financial system. Economist Mohamed El-Erian remembers this titan of American economics, including his historic career as Fed Chair for five consecutive terms under four U.S. Presidents. Author Walter Isaacson shares Greenspan stories of his own, as well as his expectations for a S
Betting on Cursor & Collaborating in AI 6/18/26
SpaceX will be acquiring AI coding startup Cursor for $60 billion. AI venture capitalist Michael Fertik was that company’s first investor, and he explains why a software vibe coding company is a good match for Elon Musk’s AI ambitions. Victor Riparbelli, CEO of AI video platform Synthesia, was at the AI working lunch at the G7 in France, in the room with Sam Altman, Dario Amodei, Demis Hassabis, M
AI at the G-7 & A Memorandum of Understanding 6/17/26
At the G-7 meeting in France, President Trump commented on the memorandum of understanding between the U.S. and Iran. CNBC’s Megan Cassella reports on the market reaction to the document, and David Albright, former Nuclear Weapons Inspector, reviews his concerns about the MOU’s “leaky language.” AI giants including OpenAI, Anthropic, and Google are also attending this year’s G-7 summit; former Whi
SpaceX Making IPOs Great Again & Does Your Dog Love You? 6/16/26
SpaceX has surged past expectations - and many of the most valuable companies in the U.S - in its meteoric stock debut. SEC Chairman Paul Atkins believes enthusiasm for Elon Musk’s space company can fuel demand for more initial public offerings. President Trump is at the G-7 meeting of world leaders in France, as negotiations on the wars in Iran and Ukraine continue. Megan Cassella reports on the
SpaceX Bull Ron Baron & Vice President JD Vance 6/15/26
The U.S. and Iran have agreed to a peace deal, set to be signed on Friday. Vice President JD Vance shares details of the deal, including flows through the Strait of Hormuz, Iran’s nuclear program, and the resulting shifts to energy prices. As SpaceX starts its first full day of trading on the public markets, Ron Baron, with about half of his $70B+ fund’s portfolio in SpaceX and Tesla, says he’s st
The SpaceX IPO: a16z’s David George & Elon Musk’s $1T 6/12/26
SpaceX is now publicly traded on the Nasdaq. Andreessen Horowitz General Partner David George bet on Elon Musk in 2021, and he’s still betting on him–and SpaceX. Venture capitalist Ben Narasin considers the potential future of the stock and what it could mean for other IPOs (like Anthropic and OpenAI) that are also set to list this year. CNBC’s Robert Frank reports on the numbers that will make El
Sports Boom: Betting with Gary Gensler & Fandom with George Pyne 6/11/26
The Knicks pulled off an historic comeback in Game 4 of the NBA Finals, and it isn’t the only sport riding the wave of renewed fan enthusiasm. Bruin Capital CEO George Pyne explains why sports viewership is booming, for the NBA as well as the NHL, MLB, and Golf. Former CFTC Chairman Gary Gensler led the agency when Congress passed the Dodd-Frank Act. Today, he argues that Congress did not intend t
World Cup Bets, HUD Secretary, & an Unconventional IPO 6/10/26
SpaceX is just days away from going public in what could be one of the biggest and most closely watched IPOs ever. CNBC’s Leslie Picker examines why this offering differs from a traditional Wall Street debut, and who stands to benefit. Some state pension funds could see significant gains as well; North Carolina State Treasurer Brad Briner discusses how the state's retirement system is positioned a
Knicks-onomics, OpenAI’s S-1, & Apple’s Siri AI 6/9/26
OpenAI has officially joined the IPO race with its confidential S-1 filing, but fellow AI lab Perplexity is planning to go public in 2028, . After the Senate’s vote-a-rama to pass the reconciliation bill that funds immigration enforcement, Senate Majority Leader John Thune (R-SD) discusses the DC agenda and elections in Texas and Maine. Apple has unveiled Siri AI at its Worldwide Developers Confer
SpaceX Demand & Cynicism, A Strong Labor Market, & Screwworm 6/8/26
After a stronger-than-expected May jobs report on Friday, US markets tumbled, breaking the S&P 500’s 9 week winning streak. Steve Liesman explains the monetary policy that could be coming this year under new Federal Reserve Chair Kevin Warsh. Ahead of the SpaceX IPO this week, Leslie Picker reports on retail investor demand for the listing, including which assets investors might flow out of to acc
T-Minus One Week: SpaceX’s IPO 6/5/26
A week out from the SpaceX IPO, WSJ business columnist Tim Higgins discusses the interest from retail investors. While the Nasdaq plans to fast track SpaceX’s entry into the Nasdaq 100 index, the S&P will not be fast tracking the company into its own marquee index. CNBC’s Robert Frank reports on the major wealth that the IPO will generate for SpaceX employees and of course, for Elon Musk. Plus, th
Bonus: The Path with Becky Quick: The Value of a Life 6/5/26
Noted value investor Guy Spier first gained the public's attention in 2007 when he and a partner paid just over $650,000 at a charity auction to have lunch with the world's most famous investor, Warren Buffett. Spier launched his fund Aquamarine in 1997, following closely to Buffett’s principles, but closed it down in early 2026 and returned money to investors following a diagnosis of the brain ca
Cheating in Chess with Ben Mezrich, Taxing AI with Andrew Yang 6/4/26
Andrew Yang, founder of the Forward Party and CEO of Noble Mobile, discusses taxing AI as concerns mount about its impact on resources and the labor market. A screw worm was found in Texas, and JPMorgan CEO Jamie Dimon is reportedly pitching the SpaceX IPO to wealthy clients, and the U.S. House of Representatives approved a resolution to end military action in Iran. Plus, “The Social Network” auth
Doing the Math in DC: Senators Thom Tillis & Elizabeth Warren 6/3/26
In the Senate Banking Committee room, Senator Thom Tillis (R-NC) and Senator Elizabeth Warren (D-MA) weigh in on Todd Blanche as acting Attorney General and Bill Pulte’s new appointment as acting Director of National Intelligence, and the concept of taxes on AI. Senator Warren does the math on wealth taxes, and Senator Tillis underscores his position with the President. Gearing up for retirement,
Tariffs with the USTR & Prediction Markets with the CFTC 6/2/26
In Washington, D.C., U.S. Trade Representative Jamieson Greer stops by the Squawk set to discuss trade and tariff strategy. Shortly after news broke of a potential tariff on Brazil, Ambassador Greer references his office’s investigations into unfair trade practices. CFTC Chairman Michael Selig is in DC as well, addressing his own role in regulating prediction markets. In corporate news, Anthropic
Rich Kleiman, the Knicks, & Barry Diller’s Bid for MGM 6/1/26
Andrew Ross Sorkin breaks a scoop: Barry Diller’s People Inc. is preparing a bid for MGM Resorts. Meanwhile, Nvidia is jumping into PCs, Blue Origin’s rocket explosion has delayed progress at the company, Berkshire Hathaway is buying Taylor Morrison, and CNBC’s Dan Murphy reports on new waves of strikes in the Middle East. Director of the University of Minnesota Center for Infectious Disease Resea
AI Taxes, Dell Shares, & A Rocket Explosion 5/29/26
As concerns about AI’s impact on the labor force mount, lawmakers including Rep. Greg Casar (D-TX) are considering taxes on AI to fund federal job programs. Rep. Casar discusses AI-driven layoffs and the obligations of the government during a tech revolution. Ahead of the annual ASCA meeting, Johnson & Johnson CEO Joaquin Duato discusses his company’s innovations in oncology treatment, as well as
Knicks Fan Gary Vee: I Want to Match Up with the Spurs 5/28/26
The CFTC is moving to withdraw its $5 million penalty against the crypto exchange founded by the Winklevoss twins, a Google staffer in Europe has been charged with fraud over his bets on Polymarket, New York City’s pied-a-terre tax will take effect in July, Fertitta Entertainment is buying Caesars in a $17.6B deal, and drone strikes continue in the Middle East, despite a ceasefire. Thanks to the t
SpaceX Governance & an AI Film at the Tribeca Film Festival 5/27/26
SpaceX is gearing up for its IPO, sparking debate about the company’s governance and its potential fast track to the Nasdaq 100 index. Investor Nell Minow, chair of ValueEdge Advisors, shares her concerns about SpaceX’s fundamentals. This year, the Tribeca Film Festival has accepted a fully AI-generated film entitled, “Dreams of Violets.” Tom Rogers, executive chairman of the production company Fo
Ebola Risks, Ferrari’s Luce, & Pope Leo’s AI Warning 5/26/26
The CDC has expanded U.S. airport screening for the Ebola virus; former FDA Commissioner Dr. Scott Gottlieb discusses risks of outbreak, as well as the potential uses for GLP-1s in cancer treatments. Author of “The Infinite Machine” Sebastian Mallaby discusses Pope Leo XIV’s encyclical on AI, where humanity fits into global innovation, and the risks of unregulated technology. Plus, Uber and Lyft d
Friday in DC: Kevin Warsh, Prediction Markets, & OpenAI’s IPO 5/22/26
Squawk Box’s Joe Kernen and Becky Quick are in Washington, D.C., where President Trump will swear in Kevin Warsh as the Federal Reserve’s next chair. The two are joined by House Oversight and Government Reform Committee Chairman Rep. James Comer (R-KY) to discuss his congressional probe into insider trading on Kalshi and Polymarket. Then, House Minority Whip Rep. Katherine Clark (D-MA) shares her
Inside the SpaceX IPO Filing & the Billionaire Space Race 5/21/26
The SpaceX S-1 is finally public; CNBC’s Leslie Picker reports on the public’s first look under the SpaceX hood. Ahead of what will likely be the largest IPO ever next month, Elon Musk biographer Walter Isaacson highlights the talent running the company under the billionaire’s leadership. Isaacson also underscores Musk’s ambitions for space, in light of Andrew Ross Sorkin’s interview with Jeff Bez
Bonus: The Path with Becky Quick: Dan and Nick Gilbert’s Rare Legacy 5/20/
Dan Gilbert wears many hats: NBA owner, entrepreneur, Detroit booster and Dad. While building Rocket Companies – the $30 billion mortgage giant – and investing billions in the Motor City’s 21st century development, he was a rare disease parent. Gilbert’s oldest child, Nick, died in 2023 following a lifelong battle with neurofibromatosis, a genetic disease that causes tumors to grow on nerve pathw
Jeff Bezos & Andrew Ross Sorkin at Blue Origin 5/20/26
Jeff Bezos sits down with Andrew Ross Sorkin for an extended interview at the Blue Origin Rocket Park in Florida. In a wide-ranging conversation, the world’s fourth-richest person discusses America’s wealthiest class, U.S. tax policy, philanthropy, working with President Trump, and our country’s future. Bezos predicts AI-prompted deflation and an AI-prompted job shortage, and he doubles down on th
Zak Brown, Mark Messier, & A CEO at Gracie Mansion 5/19/26
NYC Mayor Mamdani has met with both JPMorgan CEO Jamie Dimon and Goldman Sachs CEO David Solomon; Partnership for New York City Steven Fulop discusses the bridge between New York’s business community and its Democratic Socialist mayor. Anthropic will begin sharing cyber flaws found by Mythos, while keeping Mythos private to a small circle of users. After a closely watched trial in Oakland, Califor
Chinese Deals & Jet Fuel: U.S. Ambassador to China & RyanAir CEO 5/18/26
After President Trump’s meeting with President Xi in Beijing, U.S. Ambassador to China David Perdue, who was in the room with both leaders, discusses the trade agreements between nations and America’s stance on Taiwan. The largest low-cost air carrier on the European continent RyanAir says it’s well hedged amid a global jet fuel crunch, but CEO Michael O’Leary warns that other airlines may face pr
What’s Next for Taiwan? And Dr. Oz on Entitlements & Transplants 5/15/26
President Trump is on the way back to the U.S., following a summit in Beijing with Chinese President Xi Jinping, with key decisions on trade deals, sanctions, and Taiwan still to come. Reporters Eamon Javers and Eunice Yoon have been covereing the details of the trip – and its impact on the ongoing conflict in Iran. Dr. Mehmet Oz is focused on potential entitlement fraud as administrator of the Ce
Scott Bessent From Beijing 5/14/26
The U.S. and China are opening a new chapter in artificial intelligence talks. Treasury Secretary Scott Bessent joins our Joe Kernen to discuss AI, trade, oil prices and more. Bessent argues the U.S. is negotiating from a position of strength, as the Trump administration weighs chip export rules and the future of Nvidia sales to China. Plus, CNBC’s Eamon Javers breaks down President Trump’s visit
President Trump Goes to China 5/13/26
President Donald Trump has landed in Beijing for a highly anticipated two-day summit with Chinese President Xi Jinping. CNBC’s Eamon Javers reports on the stakes for trade, diplomacy, and U.S.-China relations. Bob Hormats, former Goldman Sachs International vice chairman and former Under Secretary of State, shares his perspective on the meeting and the state of the relationship between the two glo
Ron Baron’s Multi-Billion Dollar Bet on Elon Musk 5/12/26
Longtime Tesla and SpaceX bull Ron Baron is on set for an extended, exclusive interview. Baron, whose $55B AUM relies heavily on Elon Musk, discusses his faith in the world’s richest man. Plus, eBay has rejected GameStop’s bid to buy it, a cohort of U.S. CEOs are accompanying President Trump on his trip to Beijing, and CNBC’s Dan Murphy reports on the state of the conflict in Iran after President
The Hantavirus Risk with Dr. Scott Gottlieb 5/11/26
President Trump has rejected Iran’s counteroffer in the effort to end the war. In the UAE, CNBC’s Dan Murphy reports on the negotiations and the energy prices hanging in the balance. In Beijing, CNBC’s Eunice Yoon awaits the arrival of President Trump–and tech leaders–for a meeting with President Xi. In the U.S., hantavirus patients have arrived in Nebraska. Former FDA Commissioner Dr. Scott Gottl
“Weapons of Mass Disruption” with NYT’s Tom Friedman 5/8/26
Pulitzer Prize-winning New York Times columnist Tom Friedman discusses the geopolitics at play in the AI revolution, including President Trump’s upcoming meeting with President Xi. Friedman is calling for collaboration–even an arms deal, of sorts–between the two nations on the topic of artificial intelligence. Plus, CNBC’s Dan Murphy is in Dubai reporting on the war in Iran, and Anthropic could be
Paul Tudor Jones with an AI Outlook 5/7/26
Legendary investor Paul Tudor Jones shares his market outlook, comparing today’s market environment with that of autumn, 1999. Fresh off an intimate AI conference, he relays some of his biggest takeaways about AI opportunity, regulation, and dangers. Paul Tudor Jones, the founder of the Robin Hood Foundation, also looks ahead to the upcoming gala. Plus, Anthropic says it saw 80-fold growth in the
Driverless Cars with Uber CEO, AI with Anthropic & JPMorgan 5/6/26
Proposals to end the war in Iran could be coming soon, but President Trump has warned of escalation if Iran does not agree to those proposals. CNBC’s Dan Murphy reports on the morning’s major geopolitical news. The Treasury Department is considering adding stock ownership to Trump accounts for kids, and Citadel CEO Ken Griffin is expanding his firm’s footprint in Miami amid a spat with NYC Mayor M
A Financial “Super App” & Met Gala Moments 5/5/26
Robinhood CEO Vlad Tenev discusses his platform’s support for Trump Accounts, as well as his ambition to build a “financial super app.” CNBC’s Diana Olick reports on the effort to build a distributed network of small data centers attached to residential homes, and CNBC’s Dan Murphy is in the United Arab Emirates, reporting on the latest escalations in the region. Plus, Andrew Ross Sorkin and Melis
Gamestop CEO Ryan Cohen on His Bid for eBay 5/4/26
In an exclusive interview, Gamestop CEO Ryan Cohen fields questions about his proposed and unsolicited deal to buy eBay for $55.5 billion. Andrew Ross Sorkin, Becky Quick, Melissa Lee, and Mike Santoli bring up concerns about the financing calculus, given Gamestop’s current market cap and balance sheet. Becky Quick wraps up an eventful weekend at the Berkshire Hathaway Annual Shareholder Meeting i
Berkshire Hathaway 2026 Annual Meeting: Part 3 5/3/26
In the third and final episode from the Berkshire Hathaway Annual Meeting in Omaha, CEO Greg Abel takes the second Q&A session alongside BNSF Railway CEO Katie Farmer and Adam Johnson, CEO of NetJets and President of Berkshire’s consumer products, services, and retailing businesses. Together, the three address questions about the future of Berkshire’s subsidiaries, the current inflation environmen
Warren Buffett & Berkshire Hathaway’s 2026 Annual Meeting: Part 2 5/3/26
In the second of three special episodes from the Berkshire Hathaway 2026 Annual Shareholder Meeting, Becky Quick sits down with the Oracle of Omaha himself, chairman Warren Buffett. It’s Buffett’s 61st meeting, but it’s his first as a member of the audience. He weighs in on the current investing environment, and he comments on rampant “gambling” in markets today.
For more Berkshire Hathaway cove
Berkshire Hathaway 2026 Annual Meeting: Part 1 5/3/26
It’s the first Berkshire Hathaway Annual Shareholder Meeting with the company’s new CEO Greg Abel presiding, while chairman Warren Buffett sits in the audience of the meeting after 60 years on the stage. CNBC’s Becky Quick and Mike Santoli cover the beginning of this new chapter of “Capitalist Woodstock” with shareholders like Bill Murray and Ariel Investments founder and Co-CEO John Rogers. Then,
Greg Abel Kicks Off Berkshire Hathaway’s Annual Meeting 5/1/26
Becky Quick is in Omaha at the Berkshire Hathaway Annual Shareholders Meeting, Greg Abel’s first as CEO. She sits down with Abel to discuss carrying on Warren Buffett’s legacy, the picture of inflation, and changes he’ll make in his tenure. Chris Davis, Davis Advisors chairman and a Berkshire Hathaway director, offers his perspective on the new era at Berkshire, expectations for Abel’s leadership,
“Just So Grateful.” Artemis II Crew & Eli Lilly’s New GLP-1 Pill 4/30/26
Home from space, the crew of the Artemis II stops by the Squawk set. Commander Reid Wiseman, Pilot Victor Glover, and Mission Specialists Christina Koch and Jeremy Hansen discuss their brave journey around the moon, the newest frontiers, the emotional and physical toll of takeoff and reentry, and handling snafus–like smoke alarms and toilet troubles–while in space. Eli Lilly CEO David Ricks discus
David Rubenstein, the FOMC, & Saving Spirit Airlines 4/29/26
Today is likely Jay Powell’s final FOMC meeting as Federal Reserve Chair, with Kevin Warsh expected to be sworn in as his successor. Carlyle Group co-founder and co-chairman David Rubenstein discusses the Fed’s two-day policy meeting and Powell’s legacy leading the central bank. Then, a heated debate over a potential federal rescue of Spirit Airlines: Association of Flight Attendants international
F1 Heads to Miami with Toto Wolff, UAE Leaves OPEC 4/28/26
The United Arab Emirates has announced that it will leave OPEC, effective May 1. CNBC’s Brian Sullivan breaks down the role that the UAE has played in the group since joining in the 1960s. In business, a WSJ report reveals that OpenAI missed internal growth targets. The news comes as SpaceX, Anthropic, and OpenAI consider IPOs; three new debuts, each with enormous demand, mean the AI race is now a
The Path with Becky Quick: Joy in Visibility: Selma Blair’s MS Journey 4/27/26
It took years for actress Selma Blair to find the role of a lifetime – and joy – in a shocking diagnosis. Discovering in her 40s that decades of health concerns and misunderstandings were the result of multiple sclerosis, Blair transformed her diagnosis into action. Around 1 million Americans are known to have the auto-immune disease MS, which can impact the brain and spinal cord, as well as the b
Quiet at the Washington Hilton 4/27/26
After gunshots interrupted the White House Correspondents’ Dinner on Saturday, attendees including CNBC’s Joe Kernen and Eamon Javers recount the evening’s turn. Attorney for the Southern District of New York Jay Clayton was also in the room, close enough to the President to be swept off with the Secret Service. Clayton considers the public’s and media’s role in amplifying hate, and then he discus
David Sacks, Anthropic, & the White House, Regeneron’s Deafness Cure 4/24/26
The FDA has approved Regeneron’s gene therapy for a rare form of inherited deafness, and it’s free for Americans. Regeneron CEO Leonard Schleifer discusses the breakthrough treatment, drug pricing, AI’s role in medical innovation, and what breakthroughs might come next. Co-chair of the President’s Council of Advisors on Science and Technology David Sacks was one of the original executives at PayPa
AR Gov. Sarah Huckabee Sanders & POTUS Approval Ratings 4/23/26
Nasdaq CEO Adena Friedman discusses the exchange’s latest financial results, the IPO pipeline–including SpaceX’s potential listing–and the 23 hours a day, 5 days a week U.S. equity trading coming in December.CNBC’s Steve Liesman shares the results of the latest CNBC All-America Economic Survey: 40% of people nationwide approve of the President’s overall job performance. Amid surging fuel prices an
Gone Tripping: United CEO Scott Kirby & Psychedelic Therapy 4/22/26
United Airlines CEO Scott Kirby discusses his company’s latest financial report and responds to President Trump’s comments on a potential United-American merger. Plus, an executive order on medical treatments for serious mental health issues bumped psychedelics stocks higher. Psychedelics investor and founder Christian Angermayer explains the industry’s opportunity for mental health–and for invest
President Trump: We’re Going to End Up with A Great Deal 4/21/26
In an extended interview, President Donald Trump discusses negotiations with Iran, the U.S. alliance with Israel, and the future of America’s presence in the region. The President also weighs in on inflation, the White House’s relationship with Anthropic, and the possibility of consolidation in the airline industry. Plus, Steve Liesman reports on Kevin Warsh’s Fed chair confirmation hearing, and b
Private Credit Woes & Psychedelic Wins 4/20/26
As concerns mount regarding the health of the private credit ecosystem, Oaktree Capital Management co-chairman Howard Marks offers perspective–and some investing advice–when it comes to private lending. Former FDA Commissioner Dr. Scott Gottlieb discusses Eli Lilly’s deal to expand its cancer treatment pipeline as well as President Trump’s executive order on therapeutic psychedelics. Plus, Kevin W
News from Netflix & Linking GLP-1s & Mental Health 4/17/26
In the Middle East, Israel and Lebanon have agreed to a 10-day ceasefire, and Iran declared the Strait of Hormuz open to shipping. Meanwhile, President Trump reassures Americans that the war in Iran is going “swimmingly.” Former Assistant Secretary of State Mark Kimmitt discusses the negotiations in the region and the leverage of each stakeholder. In business, Anthropic may be bringing its Mythos
DHS Secretary Markwayne Mullin on Funding ICE 4/16/26
As the DHS shutdown has crossed 60 days, pressure is on House Republicans to end the standoff. DHS Secretary Markwayne Mullin discusses the latest in the funding battle, Democratic demands for ICE reforms, policy changes at the department, and the real-world impact of the prolonged shutdown. As Anthropic’s “Mythos” model grows more advanced, concerns about AI risk are also accelerating. Stuart Rus
U.S. Import Prices, Inflation, & the Fed’s Next Move 4/15/26
House Minority Leader Hakeem Jeffries (D-NY) offers his party’s perspective on the Iran War, the President’s delivery on the economy, and America’s affordability crisis. This week, the market digested multiple economic data sets. On Tuesday, the producer price index, a gauge of pipeline costs for final demand goods and services, made the biggest 12-month gain since February 2023. Today, the Bureau
Lowe’s CEO Marvin Ellison & LVMH’s Middle East Market 4/14/26
Lowe’s is launching annual subscription service HomeCare+ to deepen the company’s relationship with customers. CEO Marvin Ellison discusses the initiative, the investment he’s making in trade skill training, the future of the labor market, and the ideal housing environment for his bottom line. Then, Robert Frank reports on the Iran War’s impact on luxury shoppers in the Middle East and, by extensi
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