Squawk on the Street

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  11AM Hour: Microsoft Copilot EVP, Guardant Health CEO & Costco Jumps on Earnings 9/25/26 25.09.2026 43min

  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
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  10AM Hour: Akamai CEO, Trump-Xi Updates, and AI Banks Risks 9/25/26 25.09.2026 43min

  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
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  9AM HOUR: 5% Yields Watch; Tech Titans at Trump-Xi Dinner; Oracle's Data Center "Force" 9/25/26 25.09.2026 42min

  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: A follow-up on Oracle declaring a "force majeure" on a New Mexico data center project; Meta's "Muse" rally and $2 trillion valuation watch; Akamai surges on Anthropic cloud deal; Microsoft revamps its Copilot app by adding AI tools; Another downgrade for Nike; Costco earnings reaction, oil prices fall on developments surrounding the Iran conflict. Squawk on the Street Disclaimer
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  11AM Hour: U.S.-China Summit Today, Coldwell Banker Realty CEO & OpenAI Hacks Again 9/24/26 24.09.2026 43min

  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
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  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 24.09.2026 43min

  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 be ahead, warning inflation remains well above the Fed’s target. Squawk on the Street Disclaimer
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  9AM HOUR: Markets and the Trump-Xi Summit, Oracle Slides, Meta's New Products and "Muse-Mania" 9/24/26 24.09.2026 41min

  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 project. The anchors discussed Meta debuting new $1,299 VR glasses and a "Muse Charm" handheld device — and reacted to what CEO Mark Zuckerberg said on Joanna Stern's podcast about this month's launch of Meta's "Muse" AI agent. Also in focus: Crude oil and diesel prices rise; Starbucks to close 250 stores; Barry Diller withdraws his takeover bid for MGM Resorts; Aerospace and defense stocks in bear territory. Squawk on the Street Disclaimer
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  11AM Hour: McDonald's CEO, Okta CEO & Trump-Xi Meeting on Deck 9/23/26 23.09.2026 43min

  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. Squawk on the Street Disclaimer
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  10AM Hour: McDonald's & General Mills CEOs, CFTC Chairman, & You Muse You Lose? 9/23/26 23.09.2026 43min

  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
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  9AM HOUR: AI-Fueled Nasdaq Records, Meta's "Muse" Momentum, McDonald's CEO Exclusive 9/23/26 23.09.2026 42min

  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 on earnings; "Faber Report" on an activist hedge fund urging Devon Energy to explore strategic alternatives; Oil in the midst of a five-day losing streak; A live report from Iowa farm country on record high diesel prices as a midterm election campaign issue; President Trump U.N. Speech aftermath; First Lady Melania Trump rings the NYSE opening bell. Squawk on the Street Disclaimer
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  11AM Hour: Box CEO on AI, Meta Muse Gains Popularity & Oil Market Outlook 9/22/26 22.09.2026 38min

  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
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  10AM Hour: President Trump Addresses the U.N. General Assembly 9/22/26 22.09.2026 1t 3min

  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
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  9AM HOUR: Nasdaq Extends Record Run,  AI Trade Goes "Meta," Paramount Settlement 9/22/26 22.09.2026 42min

  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 general regarding its acquisition of Warner Bros. Discovery. Also in focus: Crude oil prices on track for a fifth consecutive daily decline; New highs for diesel; What JPMorgan Chase CEO Jamie Dimon told CNBC-TV18 in India about inflation; Soccer superstar Kylian Mbappé on why he left Nike for sportswear company On; Netflix downgraded; President Trump at the United Nations to address the U.N. General Assembly. Squawk on the Street Disclaimer
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  11AM Hour: Self-Driving Through Texas, Schneider CEO on Diesel at Record Highs & Chip Stocks Surge 9/21/26 21.09.2026 42min

  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
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  10AM Hour: Wells Fargo on Netflix Downgrade, Hollywood Super-Agent Ari Emanuel, Edison Internation CEO on Data Center Demand 9/21/26 21.09.2026 43min

  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
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  9AM HOUR: Stocks Rally As Oil Retreats, Huang Slams AI "Doomsday Narratives," Paramount and WBD Surge 9/21/26 21.09.2026 45min

  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 regarding the planned merger between both companies. Also in focus: Accenture shares jump on Anthropic partnership; U.S.-China summit look-ahead; Meta "Muse" effect; Treasury Secretary Bessent talks to CNBC; Media vs. the White House after President Trump's "banning" of MS Now, CNN and Politico; Secretary of State Marco Rubio rings the NYSE opening bell; Phil LeBeau's driverless truck journey. Disclosure: CNBC and MS NOW are divisions of Versant Media. Squawk on the Street Disclaimer
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  CNBC Investing Club: Cramer’s Morning Take on Honeywell 9/18/26 18.09.2026 3min

  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/morningtake CNBC Investing Club Disclaimer
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  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 18.09.2026 43min

  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
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  10AM Hour: Buffett Steps Down as Berkshire Chairman, Yen Reacts to BOJ Rate Hike, Mbappe Moves ‘On’ from Nike 9/18/26 18.09.2026 43min

  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
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  9AM HOUR: Beyond the Post-Fed Rally, Buffett Steps Down as Berkshire's Chairman, Apple iPhone 18 Lineup Debuts in Stores 9/18/26 18.09.2026 42min

  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 John Ternus told him at the company's flagship store in New York City. Also in focus: The Federal Reserve releases an independent review of the 2023 Silicon Valley Bank collapse; Record-high diesel prices' impact on the economy; Netflix downgraded; Wells Fargo bank analyst Mike Mayo's note on financial regulation and the midterms; Big banks in correction territory; All things AI. Squawk on the Street Disclaimer
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  11AM Hour: Exclusive Interview with Palantir CEO Alex Karp 9/17/26 17.09.2026 51min

  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 the Street Disclaimer