Squawk on the Street

11AM Hour: HPE CEO on Earnings, Generac CEO on Power Deal & IHG CEO on Travel Demand 6/2/26 02.06.2026 44min

The CEO of HPE joins as the stock surges today on the company's biggest earnings beat since 2018. Then, the CEO of Generac discusses the company striking a deal to provide backup power generators to a leading hyperscaler. Plus, the CEO of IHG joins to speak about travel demand and the consumer as the summer travel season kicks off. Squawk on the Street Disclaimer

CNBC Investing Club: Cramer’s Morning Take on Marvell Technology 6/2/26 02.06.2026 3min

Cramer says investors should take some profits in this AI tech 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 Investing Club Disclaimer

10AM Hour: Nvidia CEO Picks Next Trillion Dollar Company, Robinhood CEO, Early Anthropic Investor on IPO 6/2/26 02.06.2026 39min

Nvidia EO Jensen Huang says Marvell could be the next trillion-dollar company, but one analyst says there is better value elsewhere. Then, the CEO of Robinhood on the company’s expansion into Canada, Agentic AI trading tools and Trump accounts. Plus, an early Anthropic investor joins the show after the company confidentially filed to go public. Squawk on the Street Disclaimer

9AM Hour: AI Trade: Alphabet's $80B Capital Raise, Huang's "Trillion-Dollar" Comment Boosts Marvell, HPE Surges 6/2/26 02.06.2026 46min

Carl Quintanilla, Jim Cramer and David Faber covered all of the bases regarding the AI trade: Alphabet plans to raise $80 billion in equity capital to fund AI investments, shares of Marvell Technology soared after Nvidia CEO Jensen Huang called the chipmaker the next "trillion-dollar company," Hewlett Packard Enterprise shares surged on a quarterly beat and guidance. The anchors discussed highlights from David's exclusive interviews with OpenAI CEO Sam Altman and Oracle CEO Clay Magouyrk at Stargate's data center in Michigan. Also in focus: President Trump names housing finance chief Bill Pulte as acting director of intelligence, Goldman Sachs says "Sell" Intuit, McDonald's new growth strategy, bitcoin falls below $70,000. Squawk on the Street Disclaimer

CNBC Investing Club: Cramer’s Morning Take on Nvidia 6/1/26 01.06.2026 3min

Cramer reports on Nvidia jumping into PCs with it's new Arm-based chip. 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

11AM Hour: Kalshi CEO on Prediction Markets, Former Defense Secretary Mark Esper & Revolution Medicines CEO on Pancreatic Cancer Drug Breakthrough 6/1/26 01.06.2026 43min

The CEO of Kalshi joins to discuss the company's latest product announcements and the regulatory environment for prediction markets. Then, Former Defense Secretary Mark Esper helps break down the latest headlines on the war with Iran. We also speak with the CEO of D-Wave Quantum following the U.S. government's recent investment in quantum companies. Plus, the CEO of Revolution Medicines joins to discuss the company's pancreatic cancer drug that nearly doubled survival rates. Squawk on the Street Disclaimer

10AM Hour: Taylor Morrison CEO on Sale to Berkshire, Related Digital, Hilton & Bristol Myer Squibb CEOs 6/1/26 01.06.2026 44min

Berkshire Hathaway announces plans to buy homebuilder Taylor Morrison for $6.8B, we talk with CEO Sheryl Palmer about why the company agreed to be bought. Then the CEO of Related Digital, investing $16B in a Michigan data center, developed for Oracle as part of its Stargate project. Plus, the CEO of Hilton on the consumer and state of the travel industry. And Bristol Myers Squibb, unveiling new lung cancer drug data, its CEO joins us the from the ASCO conference.

9AM Hour: Nvidia Jumps Into the PC Market, Softbank's Masa Son on $80B+ AI Investment, Faber at Stargate's Data Center 6/1/26 01.06.2026 42min

Carl Quintanilla, Jim Cramer and David Faber discussed the AI trade: Nvidia enters the PC space by unveiling a new N1X processor. The announcement gave a boost to shares of Microsoft, Dell, HP and Arm — while putting pressure on the stocks of Intel, AMD and Qualcomm. SoftBank CEO Masayoshi Son spoke to CNBC in Paris about the company's plan to invest more than $80 billion in data centers in France. At Stargate's data center in Michigan, David previewed his exclusive interviews with OpenAI CEO Sam Altman, Oracle CEO Clay Magouyrk and Related Digital Chairman Jeff Blau: Also in focus: Barry Diller's $18 billion bid to acquire MGM Resorts, Berkshire Hathaway buys Taylor Morrison for $6.8 billion, U.S.-Iran tensions weigh on stocks. Squawk on the Street Disclaimer

CNBC Investing Club: Cramer’s Morning Take on Costco 5/29/26 29.05.2026 3min

Cramer says this company’s valuation may be too high. 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

11AM Hour: FCC Chairman Brendan Carr on Battle with Disney, Erin Brockovich on Data Center Concerns & Premier Cancer Treatment Conference Kicks Off 5/29/26 29.05.2026 43min

FCC Chairman Brendan Carr joins after Disney filed early license renewal applications for its broadcast stations at the agency's request. Then, Erin Brockovich discusses the environmental concerns around the data center buildout and a new map she created to help track them. Plus, we take a look at what to expect from the American Society of Clinical Oncology's annual meeting, which kicks off today. Squawk on the Street Disclaimer

10AM Hour: Dell Shares Surge, MongoDB CEO, Lead Anthropic Investor 5/29/26 29.05.2026 43min

Dell shares surge, driven by demand for its Nvidia powered servers, plus a new government contract. It comes after the President said to “Go out and buy a Dell” last month. Then the latest test for software, the CEO of MongoDB after reporting results. And Altimeter Capital Partner Pauline Yang, leading the latest Anthropic funding round, now valued at nearly a trillion dollars. Squawk on the Street Disclaimer

9AM Hour: Dell Soars on Blowout Quarter, Bulls Rule in May, Bearish Month for Oil 5/29/26 29.05.2026 42min

On the final trading day of May, Carl Quintanilla, Jim Cramer and David Faber led off the show with Dell shares soaring more than 30% on the company's blowout quarter and upbeat outlook. The anchors explored what it all means for the AI trade. They also discussed a bullish month of May and record highs for stocks, as well as the groups that have missed out on this month's rally. WTI Crude on track for its worst month in more than a year amid hopes for a U.S.-Iran peace deal. Also in focus: Chevron's CEO warns of a spike in oil prices this summer, Anthropic overtakes OpenAI on the valuation front, Elon Musk's X post about SpaceX and Anthropic, Costco and Gap fall, earnings winners and losers, Clorox CEO to step down. Squawk on the Street Disclaimer

11AM Hour: LA Mayoral Candidate Spencer Pratt, Former CFTC Chair Timothy Massad & Waymo's Next Generation of Vehicles 5/28/26 28.05.2026 43min

Reality TV star turned LA Mayoral Candidate Spencer Pratt joins us to discuss his policy recommendations for the city ahead of next week's primary. Then, Former CFTC Chairman Timothy Massad joins as the CFTC moves to withdraw a $5 million penalty against the crypto exchange founded by the Winklevoss twins. Plus, Waymo opened up its next generation of vehicles to select members of the public this morning. We discuss how that move fits into the company's growth strategy.

CNBC Investing Club: Cramer’s Morning Take on Salesforce 5/28/26 28.05.2026 3min

Cramer says it’s worth it to stay long this software 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 Investing Club Disclaimer

10AM Hour: Potential U.S.-Iran Deal, CEO of Chip Designer Synopsys, Rail Deal Trouble? 28.05.2026 46min

The market briefly spikes on a new Axios report that the U.S. and Iran have reached a deal but still need President Trump’s final approval. Then the CEO of chip designer and Nvidia partner Synopsis, on earnings and AI demand. Plus, the Surface Transportation Board pauses the review for the deal between Norfolk Southern and Union Pacific. Could the rail merger be in jeopardy?

9AM Hour: Salesforce Falls, Snowflake Soars, Fertitta Buys Caesars in $5.7B All-Cash Deal 5/28/26 28.05.2026 42min

Carl Quintanilla, Jim Cramer and David Faber drilled down on tech and the AI trade: Salesforce shares fell in reaction to the company's mixed Q1 results and lighter-than-expected revenue guidance for the current quarter. Shares of Snowflake soared on news of its Q1 beat, raised outlook and a $6 billion commitment to its multiyear partnership with Amazon's AWS. On the M&A front: Fertitta Entertainment agrees to buy Caesars Entertainment in an all-cash deal valued at $5.7 billion. Also in focus: Crude oil prices rise amid faltering hopes for a U.S.-Iran deal, Marvell extends its rally, Dell wins Pentagon contract, retailers surging on earnings, Meta launches subscriptions, Cramer's take on investing in Microsoft, economic data deluge. Squawk on the Street Disclaimer

11AM Hour: Former CFTC Chair on Prediction Markets, Lululemon Settles Proxy Battle & Zscaler Sinks on Earnings 5/27/26 27.05.2026 43min

Former CFTC and SEC Chair Gary Gensler joins to discuss regulation of prediction markets after President Trump said the CFTC should have "exclusive authority" over them. We also discuss Lululemon agreeing to two board nominees in the company's settlement with its founder, Chip Wilson. Plus, we take a look at Zscaler's latest quarter which has the stock sinking this morning. Squawk on the Street Disclaimer

10AM Hour: Chip Rally Lifts Markets to New Highs, Applied Digital CEO, Boeing CEO on Expanding 737 Max Production 5/27/26 27.05.2026 43min

Semiconductor stocks jump again. Helping to lift markets to new highs. We break down how to think about the rally. Then the CEO of Applied Digital, a major player in the AI data center industry, on its mystery hyper-scaler customer and the nearly 500% rally in the stock this year. Plus, new comments from the CEO of Boeing on the company’s plans to expand 737 Max production.

9AM Hour: $1T Micron and the "Green" Chips, Goldman Ups S&P 500 PT to 8,000, SpaceX IPO "Fast Entry" 5/27/26 27.05.2026 43min

Carl Quintanilla, Jim Cramer and David Faber led off the show with tech fueling stocks' record run: Micron rallies and lifts the memory chip makers after joining the $1 trillion valuation club. The anchors reacted to Goldman Sachs' call to raise its year-end price target on the S&P 500 to 8,000. Also in focus: SpaceX's IPO and new "fast entry" rules as the company gets ready to go public, Zscaler plummets, GE Vernova CEO's take on data centers in space, software woes ahead of Salesforce's after-the-bell earnings, JPMorgan Chase CEO Jamie Dimon on "high" asset prices, retail earnings winners and losers, the SpaceX "halo effect" on space stocks. Squawk on the Street Disclaimer

11AM Hour: IMAX CEO on Sale Rumors, Eli Lilly Buys Vaccine Makers & the Benefits of a SpaceX-Tesla Merger 5/26/26 26.05.2026 43min

The CEO of IMAX discusses recent rumors of a potential sale of the company and box office demand over the holiday weekend. Then, we discuss the details of Eli Lilly's announcement to buy 3 vaccine makers for nearly $4 billion. Plus, as we await the SpaceX IPO, what could a potential merger with Tesla look like? We break down the benefits and drawbacks.