Squawk on the Street

Epizody

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  9AM HOUR: Faber Exclusive With Skydance CEOs, Crude Oil Surges, Yields and the 'Waller Effect" 10/8/26 08.10.2026 1h 5min

  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-interview perspectives. Skydance rang the opening bell at the NYSE. Also in focus: Crude prices jump on Middle East tensions and Hurricane Isaias developments; Treasury yields rise and hover near 24-year highs on interest rate comments from Fed Governor Waller; PepsiCo moves higher and Levi Strauss slides after posting earnings, energy stocks rally while bank shares remain under pressure. Squawk on the Street Disclaimer
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  CNBC Investing Club: Cramer’s Morning Take on Nvidia 10/7/26 07.10.2026 3min

  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/morningtake CNBC Investing Club Disclaimer
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  11AM Hour: Sequoia Capital Partner Shaun Maguire, Webull Shares Tumble & Apple's Smart Home Ambitions 10/7/26 07.10.2026 43min

  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.
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  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 07.10.2026 42min

  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 find new jobs over the coming decade. Squawk on the Street Disclaimer
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  9AM HOUR: Stocks Pull Back From Record Highs, Marvell CEO Exclusive, "Halftime Report" Rings NYSE Opening Bell 10/7/26 07.10.2026 42min

  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 high-flying stock. CNBC's "Halftime Report" rang the NYSE Opening Bell to celebrate the show's 15th anniversary. Also in focus: SpaceX reportedly looking to raise $40 billion to buy Nvidia chips; Day two for Skydance; Bank stocks' rough ride heading into earnings season; A new catalyst sending oil prices higher. Squawk on the Street Disclaimer
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  11AM Hour: Undersecretary of Defense Emil Michael, Former White House Coordinator for the Middle East & New AI Model Competition 10/6/26 06.10.2026 43min

  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 for OpenAI and Anthropic. Squawk on the Street Disclaimer
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  10AM Hour: UBS CEO on U.S. Growth, Russia Plague Risks, Nuclear Power Deal 10/6/26 06.10.2026 42min

  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 its data center buildout, just a week after striking a deal with Amazon. Squawk on the Street Disclaimer
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  9AM HOUR: Stocks Hit Record Highs, CrowdStrike CEO on AI and Stock Surge, Skydance Era Begins 10/6/26 06.10.2026 45min

  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. Paramount closed its acquisition of Warner Bros. Discovery and began trading under the combined entity's new name, Skydance. Also in focus: SpaceX extends its rally and sends Elon Musk further into trillionaire status; AMD plans to increase chip supply next year; OpenAI reportedly in talks to round up $30 billion in financing; Google and Constellation Energy agree to a 20-year power deal.  Squawk on the Street Disclaimer
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  11AM Hour: Dan Niles on Tech, Brazil Stocks Rally & AI Hearing Today 10/5/26 05.10.2026 43min

  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 on the Street Disclaimer
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  10AM Hour: 5-10% Pullback Coming? C.H. Robinson CEO of Deal for RXO, Former DOJ Antirust Chief on AI Regulation 10/5/26 05.10.2026 42min

  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
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  9AM HOUR: Nvidia's Record Run, Sam Altman Makes the Rounds, Yields Keep Rising 10/5/26 05.10.2026 43min

  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 rising on both sides of the Atlantic Ocean; Treasury Secretary Scott Bessent's bond market message; M&A Monday; An upgrade for Wells Fargo; Morgan Stanley analyst Adam Jonas' note on SpaceX; Wrapping up the "Paramount Skydance era." Squawk on the Street Disclaimer
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  11AM Hour: September Jobs Below Expectations, Mortgage Rates on the Rise & Domyn CEO on AI 10/2/26 02.10.2026 43min

  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 Disclaimer
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  10AM Hour: G7 To Release 100M Barrels of Oil, Nike Goes off Track, Goldman’s First Reaction to Jobs Report 10/2/26 02.10.2026 42min

  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 Disclaimer
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  9AM HOUR: Stocks Rally and Yields Fall on Jobs Report, Tesla Delivers, Nike Tumbles 10/2/26 02.10.2026 42min

  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 disappointing guidance, posted a Q1 revenue miss amid slump in China sales and announced more layoffs ahead as part of a restructuring. Also in focus: A new name for the soon-to-be combined Paramount-Warner Bros. Discovery; Oil prices fall on reports European countries are mulling the release of diesel and crude reserves; Why memory chip stocks are under pressure; Elon Musk slams Delta's CEO in an X post; Cramer gets a hug from a New York Giants legend. Squawk on the Street Disclaimer
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  CNBC Investing Club: Cramer’s Morning Take on Micron 10/1/26 01.10.2026 3min

  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/morningtake CNBC Investing Club Disclaimer
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  11AM Hour: FTC Investigates AI Companies, Nike Earnings on Deck & Former Fed Vice Chair Alan Blinder 10/1/26 01.10.2026 42min

  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
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  10AM Hour: Contrarian Rate Call, Accenture CEO, Street Reaction to Micron Results 10/1/26 01.10.2026 42min

  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
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  9AM HOUR: Playbook for Q4 and October, Micron CEO Exclusive, Bond Sell-off Accelerates 10/1/26 01.10.2026 43min

  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 bond sell-off continues, including the U.S. 10-year yield rising to levels not seen since 2002. Also in focus: Crude oil and diesel's 3-month win streak; President Trump's take on a diesel export ban; Surging mortgage rates; What Airbnb CEO Brian Chesky told CNBC about AI doomsday talk; Accenture soars; Outgoing Mattel CEO Ynon Kreiz to become Co-CEO of the combined Paramount-Warner Bros. Discovery once that merger closes. Squawk on the Street Disclaimer
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  CNBC Investing Club: Cramer’s Morning Take on Micron 9/30/26 30.09.2026 3min

  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 CNBC Investing Club Disclaimer
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  11AM Hour: Schwab CEO, Counselor to the Treasury Secretary David Zervos & Expectations for Micron Earnings 9/30/26 30.09.2026 43min

  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