Squawk Pod

A Chip Sell-Off, Netflix’s Report, & President Xi’s AI Pitch 7/17/26 17.07.2026 28λ

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 President Xi’s latest remarks pitching China to the global community as a leading partner in AI. President Trump has delivered his own remarks on China stateside, and LeBron James isn’t ready to announce his next move in the NBA. Plus, CNBC’s Diana Olick and Steve Liesman break down the latest housing data, what it means for the Federal Reserve, and what it tells Americans about affordability in this country. Eunice Yoon - 7:59 Hugh Gimber - 17:53 Diana Olick & Steve Liesman 25:13 In this episode: Joe Kernen, @JoeSquawk Becky Quick, @BeckyQuick Cameron Costa, @CameronCostaNY

Expanding Trump Accounts with IRS CEO & SSA Commissioner 07/16/26 16.07.2026 30λ

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 the stock is a buy ahead of its earnings report. Plus, after a victory over England, Argentina will face off with Spain in the World Cup Final, the New York Yankees are reportedly in talks with Apollo Global Management to raise more money, and global energy markets are digesting the latest action in Iran. Frank Bisignano - 10:49 Robert Fishman - 25:32 In this episode: Joe Kernen, @JoeSquawk Becky Quick, @BeckyQuick Andrew Ross Sorkin, @andrewrsorkin Katie Kramer, @Kramer_Katie

Jamie Dimon in Pennsylvania & Rich Kleiman in “Sports Week” 7/15/26 15.07.2026 32λ

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 sports agent and Boardroom CEO Rich Kleiman discusses his upcoming interview with LeBron James and the many events of what he calls, “sports week in New York.” Jamie Dimon & Sen. Dave McCormick - 04:25 Rich Kleiman - 24:50 In this episode: Rich Kleiman, @richkleiman Joe Kernen, @JoeSquawk Becky Quick, @BeckyQuick Andrew Ross Sorkin, @andrewrsorkin Katie Kramer, @Kramer_Katie

Bonus: Warren Buffett in Omaha 7/15/26 15.07.2026 1ώ 1λ

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 driven by speculative trading. In this episode: Becky Quick, @BeckyQuick

Chamath Palihapitiya Goes All In on AI, SPACs, IBM, & Politics 7/14/26 14.07.2026 58λ

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 the state’s politicians. Once a donor to the Democratic Party, he addresses his shift in politics and his current relationship with President Trump. Plus, where he went wrong on SPACs, and unpacking a warning from IBM that sent the stock plummeting 23%. Stephanie Link - 03:19 Chamath Palihapitiya - 06:32 Robert Frank - 36:06 In this episode: Chamath Palihapitiya, @chamath Joe Kernen, @JoeSquawk Andrew Ross Sorkin, @andrewrsorkin Robert Frank, @robtfrank Katie Kramer, @Kramer_Katie

The GOP’s Future, Apple Sues OpenAI, & the Musk-Altman Feud 7/13/26 13.07.2026 38λ

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 are pushing him to consider relocating the company out of California. Goswami discusses the state’s role in Paramount’s $110B takeover of Warner Bros. Discovery and the likelihood that the company will start fresh somewhere new. Plus, Apple is suing OpenAI, and Elon Musk and Sam Altman are taking shots at each other on X. Emily Wilkins - 02:32 Patrick McHenry - 16:51 Rohan Goswami - 33:52 In this episode: Joe Kernen, @JoeSquawk Becky Quick, @BeckyQuick Andrew Ross Sorkin, @andrewrsorkin Emily Wilkins, @emrwilkins Katie Kramer, @Kramer_Katie

SK Hynix Hits the Nasdaq & Talking FIFA with Men in Blazers 7/10/26 10.07.2026 38λ

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 Reserve is launching a task force, and Netflix is considering moving into live TV. Plus, the World Cup quarterfinals are underway, and American fans–including Joe Kernen–are more excited than ever. Founder and CEO of Men in Blazers Roger Bennett discusses the sport’s growing stateside popularity and business opportunities in the soccer universe. Kristina Partsinevelos - 03:05 Kate Rooney - 10:19 Bob Herman - 20:28 Roger Bennett - 32:58 In this episode: Roger Bennett, @rogbennett Bob Herman, @bobjherman Joe Kernen, @JoeSquawk Melissa Lee, @MelissaLeeCNBC Kristina Partsinevelos, @KristinaParts Kate Rooney, @Kr00ney Cameron Costa, @CameronCostaNY

The Top State for Business & Debating Prediction Markets 7/9/26 09.07.2026 38λ

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 annual list: Top States for Business with Scott Cohn. The guesses and the top 5, plus a special interview with the governor of the state that ranked first. A hint: it’s in the heart of things. Megan Cassella - 02:58 Dean Heller - 12:51 Scott Cohn - 22:26 Top State Governor - 30:00 In this episode: Joe Kernen, @JoeSquawk Melissa Lee, @MelissaLeeCNBC Megan Cassella, @mmcassella Scott Cohn, @ScottCohnTV Katie Kramer, @Kramer_Katie

“It’s Over.” The President with NATO & the Legacy of Elie Wiesel 7/8/26 08.07.2026 40λ

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 space company is taking on outside investment for the first time. Plus, it has been a decade since Nobel Peace Prize-winning author and advocate Elie Wiesel’s death. His son Elisha Wiesel discusses carrying on that legacy at the Elie Wiesel Foundation for Humanity and working to keep lessons from the Holocaust fresh in the minds and hearts of people today. Steve Sedgwick - 04:07 Andrew Ross Sorkin - 15:35 Nicholas Burns - 22:36 Elisha Wiesel - 32:53 In this episode: Joe Kernen, @JoeSquawk Andrew Ross Sorkin, @andrewrsorkin Kelly Evans, @KellyCNBC Katie Kramer, @Kramer_Katie

A NATO Summit in Turkey, Tilly Norwood, & World Cup Wagering 7/7/26 07.07.2026 33λ

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 markets as wagers mount for the World Cup. Plus, the U.S. is officially out of the World Cup after a defeat to Belgium, AI ‘actor’ Tilly Norwood will star in a feature-length film, and China’s DeepSeek is reportedly developing its own semiconductor chip. Senator Chris Coons - 16:50 Chris Christie - 27:44 In this episode: Sen. Chris Coons, @ChrisCoons Chris Christie, @GovChristie Joe Kernen, @JoeSquawk Kelly Evans, @KellyCNBC Katie Kramer, @Kramer_Katie

Trump Accounts Launch: Brad Gerstner 7/6/26 06.07.2026 37λ

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, and President Trump gave multiple speeches for the 250th celebration of American independence, highlighting a commitment to freedom and opposition to communism. Brad Gerstner - 15:44 In this episode: Joe Kernen, @JoeSquawk Becky Quick, @BeckyQuick Andrew Ross Sorkin, @andrewrsorkin Katie Kramer, @Kramer_Katie

President Donald J. Trump: America at 250 7/3/26 03.07.2026 39λ

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 his legacy in the context of the Presidents who came before him. Happy Fourth of July! In this episode: Joe Kernen, @JoeSquawk President Donald J. Trump, @POTUS

A 5% Stake in OpenAI & Walter Isaacson 7/2/26 02.07.2026 31λ

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 sentence of the Declaration of Independence. He reflects on the intention and legacy of America’s founders. Happy Fourth of July! Mike Schroepfer - 13:22 Walter Isaacson - 23:27 In this episode: Becky Quick, @BeckyQuick Andrew Ross Sorkin, @andrewrsorkin Cameron Costa, @CameronCostaNY

Bonus: The Path with Becky Quick: A Father’s Rare Determination 7/2/26 02.07.2026 44λ

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 CNBC Cures. Since then, Crowley has built two biotech companies focused on rare diseases that were later acquired by larger pharmaceuticals and today leads the industry lobbying group, BIO. Check out the video playlist of the first season of The Path: https://www.youtube.com/playlist?list=PLVbP054jv0Ko-hAZBSDwZaejelC-FMjc_ Join us in advancing awareness and understanding of rare diseases. Visit CNBC.com/Cures to access more clips, resources, or to sign up for our weekly newsletter. Learn more about rare disease – and what to do in a diagnosis – at the National Organization for Rare Disorders: https://rarediseases.org/ Follow Becky Quick on X: @BeckyQuick Please share your thoughts or rare disease story in the comments, and join us on The Path.

Palantir CEO Alex Karp: CEOs are Livid 7/1/26 01.07.2026 44λ

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, daughter of DHS Secretary Markwayne Mullin, and Ellie Gottheimer, daughter of Congressman Josh Gottheimer (D-NJ), discuss their upbringing in and out of Washington, D.C. Plus, stocks are kicking off the second half of 2026 after a strong performance in the first, the U.S. government has lifted export controls on Anthropic’s Fable 5 and Mythos 5 models, Nike has reported its quarterly earnings, and President Trump’s annual financial disclosure report is making headlines. Alex Karp - 21:53 Ellie Gottheimer & Larra Mullin - 43:05 In this episode: Alex Karp, @PalantirTech Joe Kernen, @JoeSquawk Becky Quick, @BeckyQuick Andrew Ross Sorkin, @andrewrsorkin Seema Mody, @seemacnbc Katie Kramer, @Kramer_Katie

“Grocery Price Emergency” & Crypto’s Tough 2026 6/30/26 30.06.2026 33λ

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 California. He’s concerned about pricing pressures on American consumers, calling the current environment a “grocery price emergency.” Plus, head of Coinbase institutional strategy John D’Agostino discusses crypto’s tough year so far, and considers the inherent value of digital assets. John D'Agostino 16:27 Rohit Chopra 31:47 In this episode: Joe Kernen, @JoeSquawk Becky Quick, @BeckyQuick Andrew Ross Sorkin, @andrewrsorkin Katie Kramer, @Kramer_Katie

Comcast’s Next Spinoff & The US Men’s National Team 6/29/26 29.06.2026 32λ

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 team. Plus, market indices are undergoing a reshuffle. Roger Altman 12:02 Scott Goodwin 26:52 In this episode: Joe Kernen, @JoeSquawk Becky Quick, @BeckyQuick Andrew Ross Sorkin, @andrewrsorkin Cameron Costa, @CameronCostaNY

Jeremy Grantham: The Most Expensive Market in American History 6/26/26 26.06.2026 41λ

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 - 16:00 MacKenzie Sigalos - 41:55 In this episode: MacKenzie Sigalos, @KenzieSigalos Joe Kernen, @JoeSquawk Andrew Ross Sorkin, @andrewrsorkin Katie Kramer, @Kramer_Katie

House Minority Leader Jeffries & SpaceX Investor Mark Pincus 6/25/26 25.06.2026 48λ

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 still waiting for the “technology treasure” invention of the AI age. Plus, CNBC’s Kristina Partsinevelos explains the surge in Qualcomm and Micron shares. Kristina Partsinevelos - 8:41 Mark Pincus - 19:08 House Minority Leader Hakeem Jeffries - 36:40 In this episode: Hakeem Jeffries, @RepJeffries Kristina Partsinevelos, @KristinaParts Joe Kernen, @JoeSquawk Becky Quick, @BeckyQuick Andrew Ross Sorkin, @andrewrsorkin Katie Kramer, @Kramer_Katie

Treasury Sec. Scott Bessent: Mayor Mamdani is Leading Democrats 6/24/26 24.06.2026 44λ

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 in the Dow Jones Industrial Average. Sec. Scott Bessent - 16:24 In this episode: Scott Bessent, @SecScottBessent Joe Kernen, @JoeSquawk Becky Quick, @BeckyQuick Katie Kramer, @Kramer_Katie