Squawk Pod

Επεισόδια

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  Maryland Gov. Wes Moore & the AI Buildout 9/15/26 15.09.2026 39λ

  Seven weeks away from the midterm elections, Maryland Governor Wes Moore (D) discusses his own reelection campaign, the future of the Democratic Party, and rumors of his own run for President. Gov. Moore also weighs in on regulating data centers and their energy consumption. Manufacturing company Flex is spinning off its power and cloud business, and CEO Revaithi Advaithi explains her role in the AI infrastructure ecosystem and the long road of power development in the U.S. Plus, President Trump and Jensen Huang have weighed in on AI regulations, warnings, and guardrails. Gov. Wes Moore - 14:06 Revathi Advaithi - 30:59 In this episode: Gov. Wes Moore, @iamwesmoore Revathi Advaithi, @RevathiAdvaithi Joe Kernen, @JoeSquawk Becky Quick, @BeckyQuick Andrew Ross Sorkin, @andrewrsorkin Katie Kramer, @Kramer_Katie
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  Calls for an AI Slowdown 9/14/26 14.09.2026 50λ

  Leaders in AI have joined a refrain to slow the pace of innovation as fears of AI’s risk to humanity mount. Dario Amodei, Sam Altman, Demis Hassabis, Satya Nadella, and Elon Musk have all commented on the concerns, while President Trump insists that competing with China is paramount. Former Democratic Senator Joe Manchin, now an Independent, calls on President Trump to use his executive power to pause AI IPOs until regulation is passed. CNBC’s Leslie Picker reports on the IPO timeline for Anthropic and OpenAI amid the calls for a slowdown. Plus, Elon Musk biographer Walter Isaacson considers methods for humans to maintain control of AI. Leslie Picker - 19:36 Joe Manchin - 24:49 Walter Isaacson - 42:31 In this episode: Joe Kernen, @JoeSquawk Becky Quick, @BeckyQuick Andrew Ross Sorkin, @andrewrsorkin Joe Manchin, @Sen_JoeManchin Leslie Picker, @LesliePicker Katie Kramer, @Kramer_Katie
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  25 Years Later 9/11/26 11.09.2026 25λ

  25 years since the terrorist attacks on September 11, 2001, Squawk Box remembers those who were lost and those who rebuilt. KBW CEO Tom Michaud, spared that day by mere chance, remembers the third of his colleagues who were killed in the south World Trade Center tower. Michaud also celebrates the heroism and unity that came after that day and highlights ways to foster a resilient community in New York today. In 2026, AI is becoming a flashpoint for concern and for unity. Nvidia’s Jensen Huang has suggested that cybersecurity companies stoking the fires of alarm, while President Trump dismissed AI fears and OpenAI’s Sam Altman held a company all-hands after AI researchers shared concerns publicly. Plus, August’s CPI report has raised the likelihood of an interest rate hike from the Fed. Tom Michaud - 15:13 Steve Liesman - 26:14 In this episode: Joe Kernen, @JoeSquawk Becky Quick, @BeckyQuick Andrew Ross Sorkin, @andrewrsorkin Steve Liesman, @steveliesman Katie Kramer, @Kramer_Katie
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  AI Alarms, Canada’s Opposition, The GOP Convention 9/10/26 10.09.2026 43λ

  Former Google Design Ethicist Tristan Harris is now co-founder and president of the Center for Humane Technology, and he explains the alarm from AI researchers, executives, and investors on rogue and “uncontrollable” AI. Harris comments on AI regulation, leadership, the new opinion piece from Paul Tudor Jones, and recent departures from frontier labs like Anthropic. Canada’s Conservative Party leader Pierre Poilievre discusses the U.S.-Canada trade relationship and the future of his country’s politics. Plus, President Trump, Treasury Secretary Scott Bessent, and Democrat Senator John Fetterman spoke at the GOP Midterm Convention in Dallas. Tristan Harris 18:34 Pierre Poilievre 37:39 In this episode: Joe Kernen, @JoeSquawk Becky Quick, @BeckyQuick Andrew Ross Sorkin, @andrewrsorkin Katie Kramer, @Kramer_Katie
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  Microsoft’s Brad Smith & Utah Gov. Cox: AI, Teaching, & Peace 9/9/26 09.09.2026 42λ

  Microsoft has teamed up with the American Federation of Teachers to create guardrails for AI in classrooms. Microsoft President Brad Smith and AFT President Randi Weingarten discuss data protections for students using AI as well as the ongoing challenge of matching the paces of AI safety and AI innovation. A year after Charlie Kirk’s assassination in Utah, Governor Spencer Cox (R-Utah) has released his book, “Off Ramp: How to Be a Peacemaker in an Age of Contempt.” Gov. Cox discusses the importance of bipartisan discussion in a healthy democracy, and addresses concerns about data center construction in his state. Plus, a report from the Telluride Film Festival and an Anthropic researcher has resigned in a surprising and scathing social media post. Brad Smith & Randi Weingarten - 16:42 Gov. Spencer Cox - 34:26 In this episode: Joe Kernen, @JoeSquawk Becky Quick, @BeckyQuick Andrew Ross Sorkin, @andrewrsorkin Katie Kramer, @Kramer_Katie
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  GLPs & Fraud with Dr. Oz & Kevin O’Leary’s $11m Baseball Card 9/8/26 08.09.2026 38λ

  Canada’s retaliatory tariffs on U.S. goods–including on U.S. steel and dairy–have taken effect as fallout continues from the collapse of trade talks last month. Nvidia CEO Jensen Huang is celebrating AGI after OpenAI released GPT-6 while the lab’s chief scientist issued a warning about AI scaling. Dr. Mehmet Oz, administrator for the Centers for Medicare and Medicaid Services, discusses fraud in America’s healthcare system, global drug pricing and innovation, and the widespread impact of obesity drugs. Plus, a new documentary about Theranos founder Elizabeth Holmes was unveiled at Telluride, and investor Kevin O’Leary has taken possession of an $11 million Shohei Ohtani baseball card. He explains how he’s diversifying his own portfolio with collectible assets like this one. Dr. Mehmet Oz - 12:47 Kevin O’Leary - 31:02 In this episode: Dr. Mehmet Oz, @DrOzCMS Kevin O’Leary, @kevinolearytv Becky Quick, @BeckyQuick Andrew Ross Sorkin, @andrewrsorkin Katie Kramer, @Kramer_Katie
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  What Pablo Torre Found Out & Banning Artificial Superintelligence 9/4/26 04.09.2026 37λ

  : The long tail of the NBA’s shocking punishment of LA Clippers owner and former Microsoft CEO Steve Ballmer.  Podcaster Pablo Torre has been at the center of this story; he and Washington University’s Patrick Rishe discuss the latest reporting and the future options for the NBA. Rep. Greg Casar, the Texas Democrat who chairs the House progressive caucus, describes the need for legislation he’s introduced with Vermont Sen. Bernie Sanders to ban artificial superintelligence, when concerns are high about hacks by rogue agents. Plus, diesel prices hit a new high, global bonds remain vulnerable and Vice President JD Vance wants to Fed to cut interest rates. Pablo Torre & Patrick Rishe -17:17 Greg Casar - 30:50 In this episode: Pablo Torre, @PabloTorre Patrick Rishe, @PatrickRishe Rep. Greg Casar, (D-TX) @RepCasar Becky Quick, @BeckyQuick Andrew Ross Sorkin, @andrewrsorkin Katie Kramer, @Kramer_Katie
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  Nvidia Buys Hugging Face 9/3/26 03.09.2026 34λ

  Nvidia has officially agreed to buy open-source artificial intelligence platform Hugging Face for $12.9 billion, as the chipmaker and world’s most valuable company moves into a future beyond hardware. The CEOs of both companies, Nvidia’s Jensen Huang and Hugging Face’s Clement Delangue, join exclusively to discuss the terms of the courtship and the deal – and the future of artificial intelligence’s open source commitment. Plus, the NBA suspends Clippers’ owner Steve Ballmer for violating terms of the league’s salary cap in signing Kawhi Leonard. And, New York City schools ban AI from elementary school classrooms Jensen Huang and Clement Delangue - 13:32 In this episode: Jensen Huang, @JensenHuang Clement Delangue, @ClementDelangue Becky Quick, @BeckyQuick Andrew Ross Sorkin, @andrewrsorkin Katie Kramer, @Kramer_Katie
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  Berkshire Hathaway CEO Greg Abel & Sec. Lutnick Blames Canada 9/2/26 02.09.2026 52λ

  Berkshire Hathaway’s new CEO Greg Abel is in Tokyo, where he’s discussing the firm’s stakes in Japanese trading houses. Abel also discusses Berkshire’s Alphabet stake, a portfolio shift spearheaded by Warren Buffett. Then, U.S. Commerce Secretary Howard Lutnick joins the show from the G20 in North Carolina. Ahead of a fireside chat with Nvidia’s Jensen Huang and OpenAI’s Sam Altman, Sec. Lutnick discusses the data center boom, semiconductor tariffs, American competitiveness, and his own perspective on the collapse of trade talks with Canada. Greg Abel - 5:19 Sec. Howard Lutnick - 30:50 In this episode: Howard Lutnick, @howardlutnick Joe Kernen, @JoeSquawk Becky Quick, @BeckyQuick Katie Kramer, @Kramer_Katie
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  Apple’s New CEO & Mayor Mamdani’s Business Council 9/1/26 01.09.2026 38λ

  Anthropic has secured a $35 billion deal with Nvidia-backed Lambda for a Texas data center, and today Apple welcomes its new CEO John Ternus, after Tim Cook’s 15 years on the job. NYC Mayor Zohran Mamdani has assembled a 15-person business advisory council to bridge his office with Wall Street. One councilmember, RXR CEO Scott Rechler, discusses why he agreed to participate, despite initial uncertainty about the Mayor’s plans for New York. Plus, pioneer of index-fund investing David Booth has written a book on his investing philosophy: “Stay Calm: Learn to Embrace Uncertainty in Investing and Life.” The legendary investor shares his perspective on investing and his faith in human ingenuity through any market cycle. In this episode: Joe Kernen, @JoeSquawk Becky Quick, @BeckyQuick Andrew Ross Sorkin, @andrewrsorkin Scott Rechler, @scottrechler Katie Kramer, @Kramer_Katie David Booth - 18:51 Scott Rechler - 31:49
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  The G20, Spider-Man, & OpenAI’s Call on Cursor 8/31/26 31.08.2026 32λ

  In the first attack since July, the U.S. struck Iran at Larak Island. CNBC’s Dan Murphy reports on the latest exchanges from Dubai. OpenAI will end access to Cursor after SpaceX’s acquisition of the AI startup. At the G20 in Asheville, North Carolina, former U.S. Treasury official Joe LaVorgna explains his optimism about America’s economic trajectory and weighs in on both the Treasury’s bond buyback plan and Kevin Warsh’s next interest rate announcement. Plus, Fandango and Rotten Tomatoes correspondent Erik Davis discusses the busy summer movie season and the five impressive weeks at the box office for "Spider-Man: Brand New Day." Dan Murphy - 03:21 Joe LaVorgna - 15:47 Erik Davis - 28:39 In this episode: Joe Kernen, @JoeSquawk Becky Quick, @BeckyQuick Andrew Ross Sorkin, @andrewrsorkin Dan Murphy, @dan_murphy Katie Kramer, @Kramer_Katie
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  Affirm’s Q4 & Big Tech in Court: Meta & Anthropic Rulings 8/28/26 28.08.2026 34λ

  After reporting a strong Q4, Affirm’s stock surged. Affirm CEO Max Levchin discusses his view of the consumer and the economy, from his position in buy-now, pay-later platform that also offers credit cards. Meta reached an $18 billion multi-state settlement in its social media addiction trial, as CNBC’s Julia Boorstin reports, and a judge ruled in favor of Anthropic, finding that the Pentagon took illegal action in categorizing the company as a supply chain risk. The Information CEO and Editor-in-Chief Jessica Lessin discusses both tech headlines, as well as reports of an Anthropic IPO in October. Plus, President Trump has issued changes to the U.S. hog and poultry processing system. Max Levchin - 13:30 Julia Boorstin - 25:46 Jessica Lessin - 29:47 In this episode: Jessica Lessin, @jessicalessin Joe Kernen, @JoeSquawk Andrew Ross Sorkin, @andrewrsorkin Julia Boorstin, @JBoorstin Cameron Costa, @CameronCostaNY
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  Nvidia’s Blowout & an E-Shaped Economy 8/27/26 27.08.2026 37λ

  Nvidia reported a blowout quarter, issuing optimistic revenue guidance that’s pushing the stock higher. CNBC’s Kristina Partsinevelos discusses CEO Jensen Huang’s comments after the report and the response on Wall Street. Senator Dave Mccormick (R-PA) discusses inflationary pressures on Americans in his own state, particularly in the context of the ongoing war in Iran. Ahead of the midterms, Sen. McCormick discusses the future of Democrats, Republicans, and bipartisanship. Amid summer travel, CEO of Chase Travel Jason Wynn sees Americans sticking to their vacationing plans despite cost pressures. He calls it an “E-shaped economy.” Kristina Partinevelos - 02:41 Sen. Dave McCormick - 15:53 Jason Wynn - 34:44 In this episode: Dave McCormick, @SenMcCormickPA Joe Kernen, @JoeSquawk Andrew Ross Sorkin, @andrewrsorkin Kristina Partsinevelos, @KristinaParts Cameron Costa, @CameronCostaNY
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  Angles of AI: Flexible Power, AI in Op-Eds, & Top Talent Moves 8/26/26 26.08.2026 46λ

  Labor Secretary under President Clinton Robert Reich discusses the tariffs between the U.S. and Canada and AI’s impact on the workforce, as well as wealth taxes, the rise of populism in the U.S., and the K-shaped economy that he says is driving them both. One of the largest hurdles for AI and the data center race is power. Emerald AI CEO Varun Sivaram has built a solution in flexible power sourcing to ease strain on the grid, and backers like Samsung, Nvidia, and Salesforce have bet on his success. Plus, Bill Gates has issued a lengthy warning on AI, Stanley Druckenmiller has used AI in a Wall Street Journal Opinion piece, and OpenAI says goodbye to more top tech talent. Robert Reich 20:40 Varun Sivaram 39:20 In this episode: Joe Kernen, @JoeSquawk Andrew Ross Sorkin, @andrewrsorkin Cameron Costa, @CameronCostaNY
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  Canada’s Side of Tariffs, DoD Drones, & The Bond Market Speaks 8/25/26 25.08.2026 41λ

  Legendary investor Stanley Druckenmiller has penned a sharp op-ed criticizing Treasury Secretary Scott Bessent’s new bond buyback strategy. In “Operation Economic Outcast,” President Trump is attempting to pressure Iran by way of its trading partners. CNBC’s Eunice Yoon explains China’s role in the strategy and in Iran’s oil economy. After U.S.-Canada trade talks collapsed, tariffs set in on some Canadian exports to the U.S. Canadian Minister responsible for Canada-U.S. Trade Dominic LeBlanc shares his country’s side of the negotiations. Plus, the Pentagon’s Chief Technology Officer Emil Michael discusses the Department of Defense’s multibillion dollar bet on drones. Eunice Yoon - 06:05 Dominic LeBlanc - 23:14 Emil Michael - 35:42 In this episode: Joe Kernen, @JoeSquawk Becky Quick, @BeckyQuick Andrew Ross Sorkin, @andrewrsorkin Eunice Yoon, @onlyyoontv Cameron Costa, @CameronCostaNY
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  USTR Jamieson Greer & a GPU Lifecycle 8/24/26 24.08.2026 42λ

  After the U.S. treasury yields surged to levels not seen in nearly 20 years, U.S. Treasury Secretary Scott Bessent announced that the Treasury would double the size of its government debt repurchases. Treasury Department officials tell CNBC’s Steve Liesman that the plan could be funded by the Treasury’s General Account Fund, or its “rainy day” fund. Trade talks between the U.S. and Canada have collapsed, bringing 50% tariffs into effect on $20 billion worth of Canadian goods coming over the border. U.S. Trade Representative Jamieson Greer explains his own perspective on the negotiations. Nvidia is reportedly considering investing in AI startup Perplexity. Sprout CEO Shelly Li built her company to recycle, refurbish, remarket, and retire GPUs and data centers. Li explains the lifecycle of AI hardware from hyperscalers and the residual value of old chips and underscores power as the biggest constraint in the tech ecosystem. Megan Cassella - 05:34 Steve Liesman - 13:39 Jamieson Greer - 22:55 Shelly Li - 39:03 In this episode: Amb. Jamieson Greer, @USTradeRep Joe Kernen, @JoeSquawk Becky Quick, @BeckyQuick Andrew Ross Sorkin, @andrewrsorkin Megan Cassella, @mmcassella Steve Liesman, @steveliesman Cameron Costa, @CameronCostaNY
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  Debating a California Wealth Tax & Adding AI to Therapy 8/21/26 21.08.2026 35λ

  Proposition 40, a proposed wealth tax in California, has sparked heated debate among investors, tech founders, and billionaires. Venture capitalist Ben Narasin argues that the tax and the solutions put forward by politicians including Rep. Ro Khanna (D-CA) would harm the businesses that drive a large portion of America’s economy. Teletherapy platform Talkspace is betting that AI can do more good than harm in mental healthcare. CEO Dr. Jon Cohen explains how therapists and patients are using AI in and outside of traditional therapy. Plus, Joe Kernen and Andrew Ross Sorkin discuss the latest on bitcoin’s boom, Treasury Secretary Scott Bessent’s debt buyback plan, and Anthropic executives expect an IPO the same size or larger than SpaceX’s. Ben Narasin - 15:31 Dr. Jon Cohen - 28:42 In this episode: Joe Kernen, @JoeSquawk Andrew Ross Sorkin, @andrewrsorkin Katie Kramer, @Kramer_Katie
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  U.S. Debt, Data Centers in the Midterms, & Coinbase CEO 8/20/26 20.08.2026 37λ

  The morning after crypto and tech leaders met President Trump at the White House, attendee and Coinbase CEO Brian Armstrong discusses the Clarity Act vote in September. Armstrong is optimistic that crypto will begin a new bull run in the fall. AI data center construction has become a political flashpoint in the primaries and upcoming midterms as candidates navigate support and pushback in their communities. Pollster and political strategist Frank Luntz discusses data center marketing among constituents, as well as the future of the Democratic Party as the Democratic Socialists of America gain traction nationwide. Plus, President Trump has threatened an “economic D-day” for Iran, and U.S. national debt has climbed above $40 trillion while Treasury Secretary Scott Bessent announced a debt buyback program. Eamon Javers - 13:40 Brian Armstrong - 18:30 Frank Luntz - 29:21 In this episode: Brian Armstrong, @brian_armstrong Frank Luntz, @FrankLuntz Andrew Ross Sorkin, @andrewrsorkin Kelly Evans, @KellyCNBC Katie Kramer, @Kramer_Katie
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  Moderna & Merck’s Cancer Treatment Win & Figma CEO 8/19/26 19.08.2026 42λ

  Shares of Moderna and Merck are surging on positive results from a Phase 3 trial of a groundbreaking cancer treatment. After a decade in development, individualized mRNA “vaccines” and established cancer treatment Keytruda result in reduced risk of recurrence or death. Moderna CEO Stephane Bancel and Merck Research Laboratories president Dr. Dean Li discuss this pivotal moment in medicine and how it fits into the long term visions for both Merck and Moderna. CEO of design and coding platform Figma Dylan Field discusses his company’s wild year as a public company and building public trust in AI. Plus, it was primary night for Democrats in Florida, investors are scrutinizing revenues from Anthropic and OpenAI, and shares of Unitree are surging in Shanghai, presenting a potential challenge to U.S.-based humanoid robotics. Stephane Bancel & Dr. Dean Li - 15:13 Dylan Field - 33:35 In this episode: Dylan Field, @zoink Becky Quick, @BeckyQuick Andrew Ross Sorkin, @andrewrsorkin Katie Kramer, @Kramer_Katie
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  AI “Genies” & Hims & Hers CEO Andrew Dudum 8/18/26 18.08.2026 54λ

  In an exclusive, rare interview, CEO and co-founder of Hims & Hers Andrew Dudum sits down with Andrew Ross Sorkin. Dudum maps out his vision for an AI-enabled American healthcare system, comments on the FTC’s lawsuit, and reflects on his company’s impact on GLP1 access and affordability. CNBC’s Alex Sherman reports on the Buss family drama playing out on the Lakers, and Meta is once again on trial over social media addiction allegations. AI avatar startup Genies has made an AI version of CNBC’s Becky Quick, trained on Becky’s mannerisms, history, and perspectives. CEO Akash Nigam discusses the characters he’s made for athletes in the NBA and MLB, the models he uses to build these personas, and the value of avatars in entertainment and in business. Plus, Becky Quick discusses her own CNBC history with AI “Becky Quicker.” Alex Sherman - 5:18 Andrew Dudum - 15:01 Akash Nigam - 32:21 In this episode: Akash Nigam, @akashrnigam Andrew Dudum, @AndrewDudum Becky Quick, @BeckyQuick Andrew Ross Sorkin, @andrewrsorkin Alex Sherman, @sherman4949 Katie Kramer, @Kramer_Katie