Squawk on the Street
CNBC's "Squawk on the Street" is broadcast live from the floor of the New York Stock Exchange, providing up-to-the-minute market news and interviews with top CEOs and investors. Hosted by Carl Quintanilla, Jim Cramer, David Faber, and Sara Eisen, the show covers the opening bell and key market movements. It offers insights into the day's trading and financial trends.
Episodes
CNBC Investing Club: Cramer’s Morning Take on Goldman Sachs 10/14/26
Cramer says this financial firm is the one investors want to buy. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market’s biggest headlines, analyst calls and holdings in the Charitable Trust – and see up close how they decide when, and if, to take action on stocks. Sign up here: cnbc.com/morningtake CNBC
11AM Hour: Morgan Stanley CEO, Merck CEO & Former NEC Director Gary Cohn 10/14/26
Former NEC Director Gary Cohn joins with his reaction to this morning's inflation data and his outlook for the broader economy. Then, Morgan Stanley CEO Ted Pick joins after the bank reported an earnings and revenue beat. Plus, Merck CEO Rob Davis joins to discuss the company's new manufacturing facility and the drug pipeline.Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company
10AM Hour: Bank of America CEO on Earnings, FBI Arrests Saudi OpenAI Employee, Meta’s Muse Boost 10/14/26
A developing story at OpenAI after an employee is arrested and charged with allegedly planting a hidden microphone in a conference room. Plus, Bank of America's CEO Brian Moynihan joins Squawk on the Street as shares tumble following a drop in quarterly profit tied to a more than $1 billion Treasury Department fine. And Meta unveils its latest AI models, claiming performance rivaling Anthropic's m
9am Hour: Exclusive: BlackRock’s Larry Fink, CPI Runs Hot, BofA’s $1.2B Fine 10/14/26
Carl Quintanilla, Jim Cramer, and David Faber kicked off the show with a look at this morning’s inflation print with consumer prices rising 3.7% annually in September, higher than expected. The desk then turned to the financials and their earnings reports, with Bank of America also fined $1.2 billion over money laundering violations. After the opening bells, BlackRock chairman & CEO Larry Fink
CNBC Investing Club: Cramer’s Morning Take on Wells Fargo 10/13/26
Cramer says he’s doubling down on this financial giant and buying for the long term. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market’s biggest headlines, analyst calls and holdings in the Charitable Trust – and see up close how they decide when, and if, to take action on stocks. Sign up here: cnbc.com/mor
11AM Hour: Dell CEO on AI, Wells Fargo CFO on Earnings & UnitedHealth's Beat and Raise 10/13/26
Dell CEO Michael Dell joins exclusively to discuss the AI buildout and its impact on the business. Then, Wells Fargo CFO Mike Santomassimo joins with his first reaction to the bank's earnings. Plus, we break down UnitedHealth's latest results and discuss the progress of its turnaround plan.Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information
10AM Hour: Banks Kick-Off Earnings Season, Apple Hits Fresh High, New Anthropic IPO Details 10/13/26
Big banks kick off earnings season, with results from JPMorgan, Goldman Sachs, Citigroup and Wells Fargo. UBS helps breaks down the numbers and reveals the firm's top picks. Plus, Apple hits an all-time high as it prepares to take on Amazon and Google with new smart home devices. And breaking details on Anthropic's financials ahead of the AI company's pre-IPO investor day tomorrow.Squawk on the St
9am Hour: Big Bank Earnings, Apple’s New Home Products, UNH Jumps on Results 10/13/26
Carl Quintanilla, Jim Cramer, and David Faber started the hour by breaking down the big bank results from JPMorgan, Wells Fargo, Citi, and Goldman Sachs. The desk also turned to Apple introducing its “Apple Home Collection” and its new lineup of smart home accessories. After the opening bells, the anchors also hit the nice pop for UNH shares following that company’s earnings beat.Squawk on the Str
11AM Hour: Bank Earnings on Deck, Early Facebook Investor Roger McNamee & AI vs. Humans in Health Care 10/12/26
Former White House Policy Advisor Dr. Ezekiel Emanuel joins to discuss why he believes AI models should be in charge of health care in some cases. Then, early Facebook investor and producer of "The Social Reckoning" Roger McNamee joins to discuss the film's debut over the weekend. Plus, we preview what to expect from bank earnings this week.Squawk on the Street Disclaimer Hosted by Simplecast, an
CNBC Investing Club: Cramer’s Morning Take on Goldman Sachs 10/12/26
Cramer recommends buying shares of this investment banking giant. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market’s biggest headlines, analyst calls and holdings in the Charitable Trust – and see up close how they decide when, and if, to take action on stocks. Sign up here: cnbc.com/morningtake CNBC
10AM Hour: Middle East Attacks Rattle Energy Markets, Social Security Commissioner, iPhone Demand Slowdown? 10/12/26
Questions already emerging about President Trump’s announcement of an energy ceasefire between Russia and Ukraine, as fresh attacks in the Middle East add to global energy concerns. Plus, a new Morgan Stanley report raises red flags about demand for Apple's iPhone 18. And Social Security Commissioner Frank Bisignano joins Squawk on the Street ahead of a highly anticipated cost-of-living adjustment
9am Hour: Bull Market Turns 4, Starbucks/Chipotle Update, AI Deals in the Works? 10/12/26
Jim Cramer began the show with breaking news that Starbucks is not buying Chipotle following takeover speculation, which sent shares of Chipotle lower in early trading. The anchors then turned to the bull market turning 4 years old, with the S&P rising more than 117% over that time. Later, the desk discussed reports that Nvidia is in talks involving AI startup Reflection AI and Amazon is weigh
CNBC Investing Club: Cramer’s Morning Take on Kimberly-Clark 10/9/26
Why Cramer is buying this ‘out-of-favor’ consumer staples stock. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market’s biggest headlines, analyst calls and holdings in the Charitable Trust – and see up close how they decide when, and if, to take action on stocks. Sign up here: cnbc.com/morningtake CNBC I
11AM Hour: FCC Chairman Brendan Carr, Apollo's Torsten Slok & Macao Gambling Revenue Lags 10/9/26
FCC Chairman Brendan Carr joins to discuss SpaceX acquiring a nationwide spectrum portfolio as Starlink looks to take on traditional carriers. Then, Apollo Chief Economist Torsten Slok joins with his expectations for the market. Plus, we bring you a report from Macao about why gambling revenue is lagging pre-pandemic levels despite record visitation to the region.Squawk on the Street Disclaimer Ho
10AM Hour: White House Opens New Lisa Cook Investigation, OpenAI’s Revenue Numbers Spook Market, Delta Cuts Outlook on Fuel Prices 10/9/26
The White House announces a committee to investigate allegations that Fed Governor Lisa Cook made false statements. Plus, new financial figures from OpenAI spark concerns about AI revenue growth and what it means for the broader AI ecosystem. And Delta slashes its outlook amid soaring fuel costs, while CEO Ed Bastian responds to Elon Musk's call for his firing over the airline's decision not to us
9AM HOUR: AI Trade Rebounds, Telecom Tumbles on SpaceX Spectrum Deal, Apple Slides 10/9/26
Carl Quintanilla and Jim Cramer led off the show with the AI trade rebounding after the worst day for tech since August — the decline was sparked by reports of weaker-than-expected revenue at OpenAI. SpaceX shares rose after the company announced its spectrum deal to launch Starlink as a player in the mobile space. AT&T, Verizon and T-Mobile share tumbled on that news. Hear what Delta CEO
CNBC Investing Club: Cramer’s Morning Take on Fedex 10/8/26
Cramer is looking at this transports stock ahead of the holidays. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market’s biggest headlines, analyst calls and holdings in the Charitable Trust – and see up close how they decide when, and if, to take action on stocks. Sign up here: cnbc.com/morningtake CNBC
11AM Hour: Goldman Sachs Chief U.S. Equity Strategist, Midterm Elections Impact on the Market & Micron to $3,000? 10/8/26
Goldman Sachs Chief U.S. Equity Strategist Ben Snider joins with his outlook for the market and where to invest right now. Then, Morgan Stanley Strategist Ariana Salvatore discusses how the midterm elections could impact the market. Plus, D.A. Davidson Analyst Gil Luria shares why he believes Micron's stock could go to $3,000. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for
10AM Hour: Pepsi CEO on Earnings, High-Rate Playbook for Banks, Skydance CEOs on Financial Outlook & Content Strategy 10/8/26
PepsiCo CEO Ramon Laguarta joins Squawk on the Street to break down the company's latest earnings and outlook for consumer demand. Plus, KBW CEO Tom Michaud discusses how multi-decade highs in bond yields are impacting banks and the broader market. And in an exclusive interview, Skydance's new management team lays out its financial outlook and content strategy. Hosted by Simplecast, an AdsWizz com
9AM HOUR: Faber Exclusive With Skydance CEOs, Crude Oil Surges, Yields and the 'Waller Effect" 10/8/26
David Faber engaged in a wide-ranging exclusive interview with Skydance Chairman & CEO David Ellison and Co-CEO Ynon Kreiz. They discussed the future for the company formed by Paramount's acquisition of Warner Bros. Discovery. Issues included competition, growth strategy and how AI will transform every part of its business. Carl Quintanilla, Jim Cramer and David shared interesting post-intervi
CNBC Investing Club: Cramer’s Morning Take on Nvidia 10/7/26
Cramer says he likes this chipmaker at its current level. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market’s biggest headlines, analyst calls and holdings in the Charitable Trust – and see up close how they decide when, and if, to take action on stocks. Sign up here: cnbc.com/morningtakeCNBC Investing Club
11AM Hour: Sequoia Capital Partner Shaun Maguire, Webull Shares Tumble & Apple's Smart Home Ambitions 10/7/26
Sequoia Capital Partner Shaun Maguire discusses investment opportunity in Israel and how the economy has evolved there. Then, we break down a new congressional report on Webull's China ties that has the stock tumbling today. Plus, T. Rowe Price Portfolio Manager Tony Wang discusses Apple's smart home ambitions and the broader tech sector. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.c
10AM Hour: Stocks Pull Back from Records, SpaceX Raising Money to Buy Nvidia Chips, New McKinsey Report on Job Impact from AI 10/7/26
Stocks pull back from record highs as the 10-year Treasury yield hits its highest level since 2002. Market strategist Rebecca Patterson joins Squawk on the Street to discuss the growing risks from higher rates. Plus, SpaceX comes under pressure on a report it could raise tens of billions of dollars in debt to buy Nvidia chips. And a new McKinsey report warns AI could force millions of workers to f
9AM HOUR: Stocks Pull Back From Record Highs, Marvell CEO Exclusive, "Halftime Report" Rings NYSE Opening Bell 10/7/26
Carl Quintanilla, Jim Cramer and David Faber delved into stocks falling one day after the S&P 500 and the Nasdaq posted record closing highs. The anchors highlighted 10-year and 30-year yields rising to levels not seen since 2002. In a CNBC Exclusive, Marvell Technology CEO Matt Murphy joined the program to discuss the company's long-term revenue guidance that boosted what has already been a h
11AM Hour: Undersecretary of Defense Emil Michael, Former White House Coordinator for the Middle East & New AI Model Competition 10/6/26
Undersecretary of Defense for Research & Engineering Emil Michael joins after being added to President Trump's Super Intelligence Force. Then, Former White House Coordinator for the Middle East Brett McGurk discusses his new book about the race to free hostages from the October 7th Hamas attack. Plus, we discuss how a new AI model from Nvidia-backed Reflection brings on the competition fo
10AM Hour: UBS CEO on U.S. Growth, Russia Plague Risks, Nuclear Power Deal 10/6/26
UBS CEO Sergio Ermotti joins Squawk on the Street to discuss the bank’s wealth management push and the volatility rocking European bond markets. Plus, an infectious disease expert weighs in after a deadly incident at a plague research institute in Siberia prompts President Trump to offer U.S. assistance to Russia. And Constellation Energy signs a 20-year nuclear power deal with Alphabet to fuel it
9AM HOUR: Stocks Hit Record Highs, CrowdStrike CEO on AI and Stock Surge, Skydance Era Begins 10/6/26
Carl Quintanilla, Jim Cramer and David Faber discussed the S&P 500 and Nasdaq hitting new all-time intraday highs. The same goes for Nvidia as the chip giant marches toward a $6 trillion valuation. CrowdStrike shares also trading at a record high: CEO George Kurtz joined the anchors at Post 9 and discussed everything from AI safety to his company's partnership with Amazon's AWS and Nvidia. Par
11AM Hour: Dan Niles on Tech, Brazil Stocks Rally & AI Hearing Today 10/5/26
Niles Investment Management Founder Dan Niles joins with his current outlook for the tech sector and where he sees opportunity right now. Then, we discuss the implications of Brazil's runoff presidential election later this month as stocks in the country rally. Plus, we bring you the latest details from the AI safety hearing in NYC today with executives from OpenAI and Anthropic testifying.Squawk
10AM Hour: 5-10% Pullback Coming? C.H. Robinson CEO of Deal for RXO, Former DOJ Antirust Chief on AI Regulation 10/5/26
Stocks have remained resilient, but RBC’s Lori Calvasina warns a 5% to 10% pullback could be coming. Plus, C.H. Robinson’s CEO joins Squawk on the Street in a first-on-CNBC interview following the company’s deal to buy RXO. And former Assistant Attorney General Jonathan Kanter weighs in on the growing debate over how—and whether—to regulate the biggest AI companies.Squawk on the Street Disclaimer
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
11AM Hour: September Jobs Below Expectations, Mortgage Rates on the Rise & Domyn CEO on AI 10/2/26
Former Minneapolis Fed President Gary Stern joins us with his reaction to this morning's jobs number and what it means for the Fed. Then, Morgan Stanley U.S. Housing Strategist Jim Egan joins to discuss his outlook for the housing market as mortgage rates continue to rise. Plus, the CEO of European AI company Domyn joins us to discuss AI safety and global competition.Squawk on the Street Disclaime
10AM Hour: G7 To Release 100M Barrels of Oil, Nike Goes off Track, Goldman’s First Reaction to Jobs Report 10/2/26
Breaking developments in the energy market as the G7 announces a coordinated 100 million-barrel release, including a major diesel drawdown, aimed at easing supply pressures. Plus, Nike shares sink after weak guidance and more layoffs, prompting one longtime bull to drop his buy rating. And Goldman Sachs Chief Economist, Jan Hatzius, with his first reaction to the jobs report.Squawk on the Street D
9AM HOUR: Stocks Rally and Yields Fall on Jobs Report, Tesla Delivers, Nike Tumbles 10/2/26
Carl Quintanilla and Jim Cramer led off the show with the weaker-than-expected September jobs report. Stocks rallied and yields moved lower on the news, which fueled hopes the Fed will stand pat on rates later this month. The anchors reacted to breaking news from Tesla: The EV maker's third-quarter deliveries came in stronger than expected. Nike shares tumbled after the company issued disappointin
CNBC Investing Club: Cramer’s Morning Take on Micron 10/1/26
Cramer says he would avoid selling this chipmaker before buyback restrictions end. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market’s biggest headlines, analyst calls and holdings in the Charitable Trust – and see up close how they decide when, and if, to take action on stocks. Sign up here: cnbc.com/morni
11AM Hour: FTC Investigates AI Companies, Nike Earnings on Deck & Former Fed Vice Chair Alan Blinder 10/1/26
We speak to Former FTC Chief Technologist Neil Chilson about the agency's new investigation into AI companies including OpenAI and Anthropic. Then, Former Fed Vice Chair Alan Blinder joins with his expectations for the jobs report tomorrow and monetary policy at large. Plus, ahead of Nike earnings, we speak to one of the few analysts with a buy rating on the stock.Squawk on the Street Disclaimer H
10AM Hour: Contrarian Rate Call, Accenture CEO, Street Reaction to Micron Results 10/1/26
Citi’s Scott Chronert joins Squawk on the Street to explain why the Fed’s next move may not be another rate hike. Plus, Accenture CEO Julie Sweet gives her first reaction to strong earnings and discusses the company’s new AI safety partnership with Anthropic. And tech analyst Ben Reitzes breaks down Micron results as the stock falls following earnings.Squawk on the Street Disclaimer Hosted by Simp
9AM HOUR: Playbook for Q4 and October, Micron CEO Exclusive, Bond Sell-off Accelerates 10/1/26
Carl Quintanilla and Jim Cramer explored what to expect from the markets in Q4 and October, after a rough month for the Dow and the worst September for the financial sector since 2023. Hear how high Jim thinks Meta shares could go. Micron Chairman & CEO Sanjay Mehrotra joined the program exclusively to discuss AI and the company's blowout quarter, which failed to lift the stock. The global bon
CNBC Investing Club: Cramer’s Morning Take on Micron 9/30/26
Cramer describes what he wants to see from this chipmaker’s earnings. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market’s biggest headlines, analyst calls and holdings in the Charitable Trust – and see up close how they decide when, and if, to take action on stocks. Sign up here: cnbc.com/morningtake&n
11AM Hour: Schwab CEO, Counselor to the Treasury Secretary David Zervos & Expectations for Micron Earnings 9/30/26
Schwab CEO Rick Wurster joins to discuss the company's new AI product it announced today and how Meta's Muse agent is impacting the business. Then, David Zervos joins in his first interview since being appointed as the Counselor to the Treasury Secretary. Plus, we preview what to expect from Micron earnings later today.Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See p
10AM Hour: Contrarian Market Call, Micron Results Preview, New Eli Lilly Weight-Loss Data 9/30/26
Evercore’s Julian Emanuel joins Squawk on the Street with a new contrarian call for the final stretch of the year. Plus, we look ahead to Micron earnings with one analyst who sees the potential for the stock to nearly double—even after a 275% gain this year. And Eli Lilly shares rise after promising mid-stage data for an experimental obesity-drug combination. Squawk on the Street Disclaimer H
9AM HOUR: White House AI Summit Aftermath, PCE Inflation Gauge Holds Steady, CoreWeave CEO "First on CNBC" 9/30/26
Carl Quintanilla and Jim Cramer covered all of the bases on AI, including President Trump saying he and tech titans signed a "morally binding" AI agreement at the White House on Thursday. Check out a montage of tech executives commenting on AI safety -- featuring OpenAI's Sam Altman, Anthropic's Dario Amodei, Nvidia's Jensen Huang and Meta's Dina Powell McCormick. The anchors reacted to tamer than
Inside Man: How Chinese Spies Used Lies, Romance and Betrayal to Target the Federal Reserve
One week after a friendly summit between Chinese President Xi Jinping and U.S. President Donald Trump, CNBC details an aggressive plot by China to infiltrate one of the United States’ most important institutions: the Federal Reserve. This explosive documentary delves into the incredible saga of a Chinese spy's effort to obtain secrets from the inner confines of the US top bank. It's a tale of sex,
CNBC Investing Club: Cramer’s Morning Take on Meta Platforms 9/29/26
Cramer feels this tech giant’s pullback might be ‘buyable’. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market’s biggest headlines, analyst calls and holdings in the Charitable Trust – and see up close how they decide when, and if, to take action on stocks. Sign up here: cnbc.com/morningtake CNBC I
11AM Hour: Carnival CEO on Earnings, Tech Sector Opportunity & OpenAI's Developer Day 9/29/26
Carnival CEO Josh Weinstein joins exclusively on the company's latest earnings, which have the stock jumping today. Then, we speak to T. Rowe Price Portfolio Manager Tony Wang about where to find opportunity in the tech sector. Plus, we preview what to expect at OpenAI's Developer Day today. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com fo
10AM Hour: New AI Safety Warnings, MongoDB Interim CEO, Alaska Air Group CEO 9/29/26
New reports about Anthropic’s S-1 put the AI company’s business and path to the public markets in focus, while OpenAI holds back its latest model over safety concerns. Plus, MongoDB’s Dev Ittycheria joins Squawk on the Street after returning as interim CEO following CJ Desai’s surprise departure to lead Meta’s new enterprise AI push. And Alaska Air Group’s CEO lays out the company’s strategy and o
9AM HOUR: Anthropic's IPO Prospectus, AI Summit at the White House, Oura Postpones IPO 9/29/26
Carl Quintanilla and Jim Cramer led off the show with AI on center stage: A Reuters report about Anthropic's IPO prospectus; Tech titans and President Trump set to meet at the White House on Tuesday to discuss AI; A preview of Jim's "Mad Money" interview with Meta President Dina Powell McCormick. The anchors delved into smart ring maker Oura postponing its IPO due to market uncertainty. Also in fo
11AM Hour: Renaissance Macro's Neil Dutta, Nvidia Shares Pop & SpaceX's Historic Launch 9/28/26
Renaissance Macro Head of Economic Research Neil Dutta shares his outlook for inflation, the Fed and yields. Then, D.A. Davidson analyst Gil Luria discusses Nvidia's new AI safety software as the stock jumps today. Plus, we bring you the details of SpaceX's historic Starship launch this morning.Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for inform
10AM Hour: Nvidia’s $150B Buyback, Mortgage Rate Outlook, Meta Pulls Back 9/28/26
A record buyback announcement for Nvidia. What its stock repurchase plans mean for shares. Plus, the company’s new AI safety software. Then the outlook for mortgage rates, with one guest who says 9% isn’t totally out of the question. And what’s behind the pullback in shares of Meta and several other software names.Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.ad
9AM HOUR: Nvidia Adds $150B to Stock Buyback; Oil Prices and Yields Surge; MongoDB CEO Leaves for Meta 9/28/26
Carl Quintanilla and Jim Cramer led off the show with a double dose of news from Nvidia: The company said it is adding a record-setting $150 billion to its share repurchase program. The tech giant also unveiled a software platform to prevent AI agents from misbehaving. Hear what Nvidia CEO Jensen Huang told CNBC about the "Open Agent Safety Platform." The anchors discussed stocks under pressure as
11AM Hour: Microsoft Copilot EVP, Guardant Health CEO & Costco Jumps on Earnings 9/25/26
Microsoft Copilot EVP Jacob Andreou joins to discuss the AI agent race as they release a new Copilot update today. Then, Guardant Health CEO Helmy Eltoukhy joins after the company received FDA approval for a blood test for breast cancer treatment guidance. Plus, we break down Costco's latest earnings, which have the stock heading higher today.Squawk on the Street Disclaimer Hosted by Simplecast, a
10AM Hour: Akamai CEO, Trump-Xi Updates, and AI Banks Risks 9/25/26
This hour: fresh consumer confidence data, investor implications of new headlines when it comes to Iran & China, where AI demand is headed with the CEO of Akamai (who just signed an $11B deal with Anthropic), why Bank of America is calling AI an 'evolutionary risk' for the big banks, and how Nike shares could fall further - according to options traders. Squawk on the Street Disclaimer&nbs
9AM HOUR: 5% Yields Watch; Tech Titans at Trump-Xi Dinner; Oracle's Data Center "Force" 9/25/26
Carl Quintanilla, Leslie Picker and Michael Santoli delved into the stock market's moves with Treasury yields above 5%. A live report from the White House one day after President Trump's state dinner for Chinese President Xi: Jensen Huang and Elon Musk were among the tech titans in attendance. The anchors reacted to what Huang said on Ezra Klein's podcast about shutting down AI labs. Also in focus
11AM Hour: U.S.-China Summit Today, Coldwell Banker Realty CEO & OpenAI Hacks Again 9/24/26
We discuss how Chinese President Xi Jinping's meeting with President Trump today could impact both the chip wars and the global AI race. Then, Coldwell Banker Realty CEO Kamini Lane joins to break down the impact of rising rates on the housing sector. Plus, we bring you the details of OpenAI's latest rogue hack, which targeted an Australian government website.Squawk on the Street Disclaimer Hosted
10AM Hour: China’s Xi Arrives at White House, Why A Diesel Export Ban Could Make Matters Worse, Fed’s Paulson Signals more Rate Hikes 9/24/26
Chinese President Xi Jinping arrives at the White House for meetings with President Trump, with trade and the U.S.-China relationship in focus. Plus, as the administration weighs a diesel export ban to combat soaring prices, American Petroleum Institute CEO Mike Sommers explains why he says the move could make matters worse. And Philadelphia Fed President Anna Paulson signals more tightening could
9AM HOUR: Markets and the Trump-Xi Summit, Oracle Slides, Meta's New Products and "Muse-Mania" 9/24/26
Carl Quintanilla, David Faber and Morgan Brennan explored stocks extending Wednesday's losses and long bond yields rising to levels not seen since 2004. A live report from Beijing as global markets watch developments surrounding the U.S.-China summit between Presidents Trump and Xi. Oracle shares fell sharply on a report which says the company sent a "Force Majeure" notice about a data center proj
11AM Hour: McDonald's CEO, Okta CEO & Trump-Xi Meeting on Deck 9/23/26
We bring you an exclusive interview with McDonald's CEO Chris Kempczinski where he discusses the company's stock price, current use of AI and the impact of GLP-1s on the business. Then, Okta CEO Todd McKinnon joins to discuss the company's new offerings for AI agents as security concerns grow. Plus, we preview what to expect for President Trump's meeting with Chinese President Xi Jinping tomorrow.
10AM Hour: McDonald's & General Mills CEOs, CFTC Chairman, & You Muse You Lose? 9/23/26
Hear a fresh read on the consumer through the eyes of some of America's biggest consumer names: McDonald's and General Mills this hour - along with more on yields hitting multidecade highs, why the CFTC has a new warning for prediction market players, and what Meta's 'Muse' model has to do with recent weakness out of the financials. Squawk on the Street Disclaimer Hosted by Simplecast, an Ads
9AM HOUR: AI-Fueled Nasdaq Records, Meta's "Muse" Momentum, McDonald's CEO Exclusive 9/23/26
Carl Quintanilla, David Faber and Sara Eisen discussed the AI trade that sparked the Nasdaq and Nasdaq 100 to record highs. Meta is one of the big catalysts: Shares continued their week-to-date double-digit surge on news surrounding the company's "Muse" AI agent. McDonald's Investor Day: Hear Carl's exclusive with the company's CEO Chris Kempczinski. Also in focus: KB Home and General Mills fall o
11AM Hour: Box CEO on AI, Meta Muse Gains Popularity & Oil Market Outlook 9/22/26
Box CEO Aaron Levie joins to discuss the growing safety concerns around AI. Then, Bank of America Head of Commodities Francisco Blanch shares his outlook for the oil market and the impact of the war in Iran. Plus, we discuss what to expect at Meta Connect tomorrow as Meta's new AI agent, Muse, gains popularity.Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswiz
10AM Hour: President Trump Addresses the U.N. General Assembly 9/22/26
President Trump speaks to the UNGA. Among the many topics addressed, energy prices, the war in Iran and the ongoing fighting between Russian and Ukraine. The president also speaking about AI and the ongoing fears about the technology.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 advert
9AM HOUR: Nasdaq Extends Record Run, AI Trade Goes "Meta," Paramount Settlement 9/22/26
Carl Quintanilla, David Faber and Sara Eisen covered new record highs for the Nasdaq: The index piggybacking off Monday's AI trade rally fueled by Meta's double-digit gain. The anchors discussed stories involving AI fears and data center jitters, impacting delayed IPOs and politics. David outlined the road ahead for Paramount Skydance after the company reached a settlement with state attorneys gen
11AM Hour: Self-Driving Through Texas, Schneider CEO on Diesel at Record Highs & Chip Stocks Surge 9/21/26
CNBC's Phil LeBeau joins from the highway in Texas as he reaches his final destination on an autonomous trucking trip with the CEO of Aurora. Then, Schneider CEO Jim Filter breaks down the impact of record diesel prices on the business. Plus, Bernstein analyst Stacy Rasgon joins to discuss what's behind the rally in chip stocks today.Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz
10AM Hour: Wells Fargo on Netflix Downgrade, Hollywood Super-Agent Ari Emanuel, Edison Internation CEO on Data Center Demand 9/21/26
Wells Fargo downgrades Netflix to underperform, that analyst joins the show to explain what’s behind that call. Plus, legendary Hollywood agent Ari Emanuel on the release of his new memoir. And the CEO of Edison International, one of the largest utilities in the U.S., on the impact of data centers on prices, and the biggest climate risks to the grid.Squawk on the Street Disclaimer Hosted by Simple
9AM HOUR: Stocks Rally As Oil Retreats, Huang Slams AI "Doomsday Narratives," Paramount and WBD Surge 9/21/26
Carl Quintanilla, Kelly Evans and Michael Santoli discussed tech leading a stock rally to begin the week, as both oil prices and bond yields pulled back. The anchors reacted to Nvidia CEO Jensen Huang blasting AI "doomsday narratives" in an interview with CBS News. Warner Bros. Discovery among Monday's biggest gainers, on hopes of a Paramount settlement with California and other states
CNBC Investing Club: Cramer’s Morning Take on Honeywell 9/18/26
Cramer explains why he’s ‘ready to get rid of’ this industrial technology stock. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market’s biggest headlines, analyst calls and holdings in the Charitable Trust – and see up close how they decide when, and if, to take action on stocks. Sign up here: cnbc.com/mo
11AM Hour: Ariel Investments Co-CEO on Warren Buffett Stepping Down, Apple's New iPhones Go on Sale & AI's Growing Role in Health Care 9/18/26
Ariel Investments Co-CEO John Rogers joins to discuss the impact of Warren Buffett stepping down from his chairman role at Berkshire Hathaway. Then, we break down expectations for the iPhone 18 which hits the stores today. Plus, Dr. Vin Gupta shares the pros and cons of using AI in the medical field.Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for i
10AM Hour: Buffett Steps Down as Berkshire Chairman, Yen Reacts to BOJ Rate Hike, Mbappe Moves ‘On’ from Nike 9/18/26
What does Warren Buffett stepping down as Chairman on Berkshire Hathaway mean for the company? Plus, some big moves in the Yen after the Bank of Japan hikes interest rates, looking to get ahead of any inflation. And Nike loses some more star power with Kylian Mbappe announcing he is signing with On as they look to expand into international football.Squawk on the Street Disclaimer Hosted by Simplec
9AM HOUR: Beyond the Post-Fed Rally, Buffett Steps Down as Berkshire's Chairman, Apple iPhone 18 Lineup Debuts in Stores 9/18/26
Carl Quintanilla, Jim Cramer and David Faber explored what's next for the markets after Thursday's post-Fed rate hike rally — which marked the best day for the Nasdaq and S&P 500 since early August. The anchors also discussed Warren Buffett stepping down as chairman of Berkshire Hathaway. A big day for Apple: Its iPhone 18 lineup debuted in stores worldwide. Cramer spoke about what Apple CEO J
11AM Hour: Exclusive Interview with Palantir CEO Alex Karp 9/17/26
Palantir CEO Alex Karp joins us exclusively to discuss the growing concerns around AI safety. We also speak to Former Atlanta Fed President Raphael Bostic about the impact of the Fed's rate hike yesterday. Plus, we take a closer look at the rising tensions between President Trump and Canadian Prime Minister Carney after the EU invited Canada to become its first-ever "associate member."Squawk on th
10AM Hour: Steph Curry from Beth Page Black, OpenAI Discloses more ‘Concerning’ AI Behavior, Worst of the AI Sell-off over? 9/17/26
Steph Curry joins Squawk on the Street from Bethpage Black to discuss Underrated Golf, his new shoe deal, and the possibility of NBA free agency. Plus, OpenAI discloses more “concerning” behavior from its AI models, raising fresh questions about safety as capabilities advance. And we look at why the options market is signaling the worst of the AI-related stock selloff could be behind us.Squawk on
9AM HOUR: Markets' Post-Fed Hike Rally, Oil Pulls Back, OpenAI's "Concerning" Disclosure 9/17/26
Carl Quintanilla, David Faber and Sara Eisen discussed what to make of stocks rallying one day after the Fed's first interest rate hike since 2023. Falling oil prices and bond yields added to the positive sentiment on Wall Street. AI safety once again in the spotlight: In a blog post, OpenAI disclosed six new instances of what it calls "unexpected or concerning" behavior in its AI models, along wi
11AM Hour: Senator Richard Blumenthal on AI, Early Facebook Investor Roger McNamee & Clarity Act Fails to Advance 9/16/26
We speak to Senator Richard Blumenthal about how he's looking at regulating AI right now. Then, early Facebook and Google investor Roger McNamee shares why he thinks AI companies are trying to scare the government into saving them. Plus, we break down what's ahead for the crypto industry after the Clarity Act failed to advance in the Senate.Squawk on the Street Disclaimer Hosted by Simplecast, an
CNBC Investing Club: Cramer’s Morning Take on Meta Platforms 9/16/26
Cramer says this tech giant’s new product will be how consumers ‘do everything’. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market’s biggest headlines, analyst calls and holdings in the Charitable Trust – and see up close how they decide when, and if, to take action on stocks. Sign up here: cnbc.com/morning
10AM Hour: DoD’s Emil Michael on AI Fears, Fed Decision on Deck, C-Suite Warns about Fuel Prices 9/16/26
The Defense Department’s Under Secretary for Research and Engineering and CTO, Emil Michael, joins Squawk on the Street as the AI pacing debate intensifies, with Anthropic CEO Dario Amodei doubling down at Dreamforce on the need for a slowdown. Michael leading the Pentagon’s decision to blacklist Anthropic earlier this year. Plus, it’s Fed decision day, with former Atlanta Fed President Dennis Loc
9AM HOUR: Fed Decision Day, Diesel Keeps Climbing, Nvidia's Huang Slams AI Doomsday Scenario 9/16/26
Carl Quintanilla, Jim Cramer and David Faber discussed the markets bracing for Wednesday's Fed decision on interest rates, with Wall Street expecting a hike for the first time since 2023. Inflation in focus: As diesel prices hit fresh record highs, the anchors weighed on companies warning about fuel prices impacting their bottom lines. Hear how Nvidia CEO Jensen Huang doubled down on the AI doomsd
CNBC Investing Club: Cramer’s Morning Take on Chip Stocks 9/15/26
The Club tells investors these two chip behemoths are still a buy. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market’s biggest headlines, analyst calls and holdings in the Charitable Trust – and see up close how they decide when, and if, to take action on stocks. Sign up here: cnbc.com/morningtake CNBC
11AM Hour: Senator Mark Warner on AI Regulation, Former Fed Governor Stephen Miran & Energy Secretary Chris Wright 9/15/26
Senator Mark Warner joins to share his recommendations for regulating AI as safety concerns grow around the technology. Then, Former Fed Governor Stephen Miran discusses his expectations for the economy and the Fed ahead of tomorrow's rate decision. Plus, Energy Secretary Chris Wright joins from the G20 energy meeting in Houston to discuss the impact of the Iran War on the oil market.Squawk on the
10AM Hour: Treasury Sec. Bessent Testifies, Thermo Fisher CEO, Morgan Stanley’s M&A Outlook 9/15/26
The Treasury Secretary testifies in front of the House Financial Services Committee as the market focuses on the 10-year yield which is now above 5% and at its highest level since 2007. Then the CEO of Thermo Fisher, on the company’s M&A strategy, the impact of AI on business and the product pipeline. And Morgan Stanley’s Global co-head of M&A John Collins with his dealmaking outlook.Squaw
9AM HOUR: Trump Dismisses AI Fears, 10-Year Yield Hits Fresh 2007 Highs, the Fed's 2-Day Meeting In Focus 9/15/26
A coast-to-coast edition of "Squawk on the Street": Carl Quintanilla at the NYSE; David Faber at the Morgan Stanley Global Healthcare Conference in New York; Jim Cramer in San Francisco as the Dreamforce conference enters day one. The anchors discussed President Trump dismissing the idea of new guardrails for AI. He made a surprise phone call to Jensen Huang while the Nvidia CEO was on stage Monda
11AM Hour: AI Safety Concerns in Focus, Oil Prices on the Rise & Apple and OpenAI Head to Court 9/14/26
We break down the latest in the AI space as Anthropic CEO Dario Amodei and OpenAI CEO Sam Altman call for a slowdown in development. Then, Former Product Executive at Google and Meta Rob Leathern joins with his reaction to the growing concerns around AI safety. Rapidan Energy CEO Scott Modell also shares his expectations for the oil market as prices head higher today. Plus, we preview what to expe
