Squawk on the Street
CNBC’s “Squawk on the Street” with Carl Quintanilla, Jim Cramer, David Faber and Sara Eisen is broadcast from the floor of the New York Stock Exchange, on site at the opening bell with the up-to-the-minute news investors need to know and interviews with the most influential CEOs and greatest market minds.
Filtered episodes(39)
- StandardSummaries only10AM Hour: Warsh's Next Steps, A Bet On The Buildout, Pantry Profits & Meta's Cloud Ambitions 07/01/26
Published Jul 1, 2026
On the heels of a headline filled economic panel at the ECB's monetary forum - Carl Quintanilla, David Faber, and Leslie Picker broke down key investor takeaways and what could come next for stocks with former Fed Governor Frederic Mishkin. Plus: more on Meta's move higher following potential moves on a new AI cloud business... And elsewhere in the hour: details on the numbers sending General Mills shares to their best day in years, why the options market thinks MSTR shares will rebound, and a r
- StandardSummaries only9am Hour: Fed Chairman Warsh On Stage at the ECB Forum 7/1/26
Published Jul 1, 2026
Federal Reserve Chairman Kevin Warsh hits the international stage for the first time as Federal Reserve Chairman: In Sintra, Portugal at the ECB Forum on Central Banking, he joined ECB President Christine Lagarde and the heads of the Bank of England and Bank of Canada for a roundtable discussion moderated by CNBC's Sara Eisen. Hear what Warsh had to say about charting a new course at the Fed, the AI boom and why this is a time of huge opportunity in the U.S. Carl Quintanilla, Jim Cramer and Davi
- StandardSummaries only11AM Hour: Bank of England Chief, Q3 Tech Playbook, & Apple's AI Arms Race 6/30/26
Published Jun 30, 2026
U.S. stocks closing out a blockbuster quarter: Carl Quintanilla and Leslie Picker kicked off the hour with a breakdown of what comes next with Wells Fargo's top strategist, and Citi's Head of Tech Research. Plus - Sara Eisen joined the team with another huge interview from the ECB's annual monetary forum: Bank of England Governor Andrew Bailey... And elsewhere in the hour: details on BMW's new U.S. expansion plans, Apple's efforts to combat AI cybersecurity threats, and what a change to Medicare
- StandardSummaries only10AM Hour: U.S. Energy Secretary Chris Wright, Apple Raises Prices Due to Memory Crunch, Micron Soars 6/25/26
Published Jun 25, 2026
Energy Secretary Chris Wright joins Squawk on the Street to discuss the future of nuclear power in the U.S., the administration’s approach to Iran sanctions, and the outlook for domestic energy production. Plus, Apple’s latest price increases put the spotlight on rising memory costs as AI demand sends memory-chip stocks soaring. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertisi
- StandardSummaries only9am Hour: Micron Soars on Blowout Quarter, Apple Hikes Prices, Nasdaq Rally Hopes Fizzle 6/25/26
Published Jun 25, 2026
Carl Quintanilla, David Faber and Michael Santoli led off the show with tech and the AI Trade: Shares of Micron soared after the memory chip maker posted a blowout quarter. Apple announced it is hiking prices on MacBooks and iPads due to the memory chip crunch. Shares of the iPhone maker fell sharply, helping to drag the Nasdaq into negative territory in Thursday's trading and erasing the optimism sparked by Micron. Core PCE — the Fed's preferred inflation gauge — rose in May to year-on-year lev
- StandardSummaries only9am Hour: Global Sell-Off: Tech Pain as Kospi plummets 10%, Chips Tumble 6/23/26
Published Jun 23, 2026
Carl Quintanilla, David Faber and Sara Eisen covered all of the bases on the tech-fueled global market sell-off: South Korea's Kospi tumbled ten percent from a record closing high — as chipmakers Samsung and SK Hynix fell by double digits and weighed on shares of their U.S. counterparts; AI spending fears impact "Magnificent 7" stocks; SpaceX shares briefly fell below Friday's post-IPO opening price of $150. Also in focus: Oil prices fall to fresh March lows as U.S.-Iran talks continue, Apollo's
- StandardSummaries only10AM Hour: Irrational Exuberance: Then and Now. SpaceX Pulls Back Again, Apollo’s President on AI Funding Boom 6/22/26
Published Jun 22, 2026
As Wall Street remembers former Federal Reserve Chair Alan Greenspan, Squawk on the Street examines the parallels—and key differences—between today’s market enthusiasm and the era that gave rise to Greenspan’s famous "irrational exuberance" warning. Plus, SpaceX shares pull back again, but one analyst is becoming even more bullish, raising his price target despite the selloff. And Apollo President Jim Zelter joins the show to discuss the massive financing needs behind the AI boom and where priva
- StandardSummaries only10AM Hour: SpaceX Falls for First Time, HPE CEO on Nvidia Partnership, U.S. Oil Reserves at Lowest Level Since 1983 6/17/26
Published Jun 17, 2026
SpaceX shares trade lower for the first time since the company’s public debut, raising questions about what comes next. We break down what the options market is signaling about investor expectations for the stock. Plus, HPE CEO Antonio Neri joins the show to discuss the company’s new partnership with Nvidia and how it plans to capitalize on the growing demand for AI infrastructure. And new government data shows the U.S. Strategic Petroleum Reserve has fallen to its lowest level since 1983, as en
- StandardSummaries only11AM Hour: Former Fed Governor Stephen Miran, Qualcomm’s AI Device Roadmap, Energy Markets React to U.S.-Iran Talks 6/16/26
Published Jun 16, 2026
Former Federal Reserve Governor Stephen Miran joins Squawk on the Street to discuss the economic outlook ahead of Fed Chair Kevin Warsh’s first policy meeting as chair, as investors look for clues on the path of interest rates and inflation. Plus, oil prices react to reports of a potential Middle East peace deal, reshaping expectations for global energy markets. And Qualcomm lays out the company’s AI device roadmap, discusses the future of on-device intelligence, and weighs whether acquisitions
- StandardSummaries only10AM Hour: Exclusive: Jeff Bezos with Co-CEO of New AI Startup ‘Prometheus’ 6/11/26
Published Jun 11, 2026
Jeff Bezos joins the show from San Francisco along with his co-founder and co-CEO of AI startup Prometheus. Just announcing a new $12B series B funding round which values the firm at $41B. Bezos speaking for one of the first times about Prometheus’ ambitions. From chips to jet engines to batteries to solar and manufacturing. That extending conversation, only on Squawk on the Street. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information abou
- StandardSummaries only9am Hour: Iran Said to Threaten Musk's Companies, SpaceX's Public Debut One Day Away, Oracle Tumbles 6/11/26
Published Jun 11, 2026
Carl Quintanilla, Jim Cramer and David Faber discussed a report from Iranian state media, which said Iran will consider all of Elon Musk’s companies in the Middle East as military targets as it retaliates against the U.S. This comes one day before Musk's SpaceX is set to go public with a historic and massive IPO. The anchors reacted to Oracle shares taking a hit: The company's AI spending plans overshadowed a Q4 beat. In San Francisco, David previewed his interview with Jeff Bezos and Vik Bajaj,
- StandardSummaries only11AM Hour: Coatue's Philippe Laffont, Former NEC Director Gary Cohn & Inflation at a 3-Year High 6/10/26
Published Jun 10, 2026
Coatue founder and portfolio manager Philippe Laffont shares his criticism of the public markets and how he's looking at the AI boom right now. We also speak with Former NEC Director Gary Cohn about this morning's inflation data. Plus, we bring you comments from Palantir CEO Alex Karp on the biggest names in AI and Baupost CEO Seth Klarman on the current market environment. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our col
- StandardSummaries only10AM Hour: What’s Behind the Chip Rebound, SpaceX’s Gravitational Market Pull 6/8/26
Published Jun 8, 2026
Stocks bounce back, but is the market getting ahead of itself? The Squawk on the Street team breaks down the forces driving the latest rally, what investors are watching from Apple’s WWDC, and whether the AI trade still has room to run. Plus, a conversation on SpaceX’s soaring valuation and what the private-market appetite for Elon Musk’s space venture says about where investors are placing their next big bets. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.ads
- StandardSummaries only9am Hour: Tech's Response After Friday's Sell-off, Oil Prices and the Iran Effect, Apple WWDC Countdown 6/8/26
Published Jun 8, 2026
Carl Quintanilla, Jim Cramer and David Faber discussed names in the tech sector recouping some of their losses from Friday's sell-off — the Nasdaq's worst day in more than a year. Oil prices eased from their highs after Iran said it would end military operations against Israel. The anchors engaged in a wide-ranging discussion about what to expect from Apple's WWDC, Tim Cook's final developers conference as CEO. In the mix: Cook's AI legacy — and a WWDC flashback. Also in focus: SpaceX IPO watch,
- StandardSummaries only11AM Hour: Boeing CEO Exclusive, The Two Sides of the SpaceX IPO & Apple WWDC on deck 6/5/26
Published Jun 5, 2026
The CEO of Boeing joins us exclusively to discuss the company ramping up its 737 Max aircraft production. Then, we look at the billionaires expected to come out of the SpaceX IPO and the restrictions retail investors could face. Plus, we discuss what to expect from Apple WWDC next week with AI announcements in the spotlight. We also break down this morning's stronger-than-expected jobs number and the sell-off in the Nasdaq. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company
- StandardSummaries only9AM Hour: Broadcom Tumbles and Drags Down the AI trade, Dow Rallies, SpaceX IPO Roadshow 6/4/26
Published Jun 4, 2026
Carl Quintanilla, Jim Cramer and David Faber explored the tech sector being dragged down by a member of the trillion-dollar club: Broadcom shares tumbled in reaction to the company missing on quarterly revenue and reiterating long-term AI chip sales guidance. A different story for the Dow: The blue-chip index gained more than 700 points. The anchors also discussed Elon Musk's SpaceX gearing up for its IPO roadshow after it filed plans for a $135 per share offering, valuing the company at nearly
- Intelligent Report9AM Hour: SpaceX IPO Details, "Greed" and the Markets, Private Credit Stocks Slide 6/3/26
Published Jun 3, 2026
Carl Quintanilla, Jim Cramer and David Faber discussed new developments regarding SpaceX's massive IPO: Leslie Picker said a source is telling her that Elon Musk's company is looking to price its offering at $135/share and raise $75 billion, aiming for a valuation of $1.75 trillion. With stocks entering the day at record highs, the anchors reacted to comments Goldman Sachs CEO David Solomon made to Picker at the Economic Club of New York about the AI boom and the markets: "There's more greed tha
- StandardSummaries onlyCNBC Investing Club: Cramer’s Morning Take on Marvell Technology 6/2/26
Published Jun 2, 2026
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 Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information abo
- StandardSummaries only9am Hour: Dell Soars on Blowout Quarter, Bulls Rule in May, Bearish Month for Oil 5/29/26
Published May 29, 2026
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: Chevr
- StandardSummaries only10AM Hour: Potential U.S.-Iran Deal, CEO of Chip Designer Synopsys, Rail Deal Trouble?
Published May 28, 2026
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? Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal dat
- StandardSummaries only9am Hour: Salesforce Falls, Snowflake Soars, Fertitta Buys Caesars in $5.7B All-Cash Deal 5/28/26
Published May 28, 2026
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: C
- StandardSummaries only10AM Hour - Chip Rally Lifts Markets to New Highs, Applied Digital CEO, Boeing CEO on Expanding 737 Max Production 5/27/26
Published May 27, 2026
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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data
- StandardSummaries only9AM HOUR: Nvidia's Record Quarter and the AI Trade, SpaceX IPO Filing, Walmart Slides On Guidance 5/21/26
Published May 21, 2026
Carl Quintanilla, Jim Cramer and David Faber explored market reaction to Nvidia's record Q1 results fueled by the AI boom. Hear what Nvidia CEO Jensen Huang told CNBC about the tech giant benefiting from hyperscalers. The anchors broke down what's in SpaceX's IPO filing: Elon Musk's company setting the stage for a historic public debut. Walmart shares down sharply on weaker-than-expected guidance — the retail behemoth citing the impact of high gasoline prices on customers. Toll Brothers Executiv
- StandardSummaries only10AM Hour: The Market's Inflation Worries, Google I/O Takeaways, & Navigating Record Mortgage Rates 5/19/26
Published May 19, 2026
Carl Quintanilla, Sara Eisen, and David Faber began the hour with fresh housing data along with new Wall Street commentary around growing inflation fears before getting into the market outlook with Morgan Stanley Wealth Executive Director Jim Lacamp and later on - longtime market veteran Charles Dallara (who's got a new warning when it comes to energy markets). Plus: key takeaways from Google's I/O developer conference, a look at one 150 year old company experiencing the AI transformation first
- StandardSummaries only9AM HOUR: Chips Extend Slide, Software and Yields Jump, What Intel's CEO Told Cramer 5/19/26
Published May 19, 2026
Carl Quintanilla, Jim Cramer and David Faber explored a tale of two tech sectors: Semiconductors extending their two-day slide after a red-hot run-up, while beaten-down software stocks move higher. Where should you put your money into the two groups? Hear what Intel CEO Lip-Bu Tan told Jim on "Mad Money" about AI and the demand for CPUs. The anchors also discussed treasury yields hitting multiyear highs on inflation jitters and the U.S. conflict with Iran. Also in focus: Home Depot's earnings be
- StandardSummaries onlySOTS 2nd Hour: The Great Rates Debate, NextEra-Dominion Deal Details, & A Read From The Ground On AI 5/18/26
Published May 18, 2026
Carl Quintanilla, Sara Eisen, and David Faber kicked off the hour with a look at the growing debate over rising stocks AND rising bonds - before getting to the latest out of Washington when it comes to fading hopes around Iran, and breaking it all down with RBC's Head of U.S. Equity Strategy and Rockefeller's Ruchir Sharma. Plus: details on key movers you should watch here - from developments in Lululemon's battle with its activist Founder Chip Wilson to key details out of a new tie-up that woul
- StandardSummaries onlyStocks Slide From Record Highs, Trump-Xi Summit Recap, Cerebras After Its Blockbuster Debut 5/15/26
Published May 15, 2026
Carl Quintanilla and Jim Cramer drilled down on a rough morning for stocks — especially tech -- one day after the Nasdaq and S&P 500 hit record highs. Jim highlighted the names he believes you should buy on the dip. The anchors also discussed Presidents Trump and Xi wrapping up their U.S.-China summit, and what the results of the talks mean for companies including Nvidia and Boeing. Also in focus: Shares of Cerebras pull back one day after surging 68% in the AI chipmaker's public debut, Starbuck
- StandardSummaries onlyNvidia's Record High, Jensen Huang and the Trump-Xi Summit, Cisco CEO Exclusive 5/14/26
Published May 14, 2026
Carl Quintanilla and Jim Cramer explored shares of Nvidia at a record high. In the midst of the U.S.-China summit, Nvidia CEO Jensen Huang told reporters in China that his company's meetings have been "excellent." A live report from Beijing on what the talks between Presidents Trump and Xi produced. Cisco shares soared on an AI-fueled quarterly beat and plans to cut thousands of jobs. Cisco CEO joined the show at Post 9 to discuss all of that and more. Also in focus: Cerebras launches the larges
- StandardSummaries onlyJobs Report Gains vs. Layoffs, CoreWeave CEO "First on CNBC," Mega-Tech Record Highs 5/8/26
Published May 8, 2026
Carl Quintanilla, Jim Cramer and David Faber led off the show with market reaction to the better-than-expected April jobs report, plus where AI fits into the labor picture. The anchors also discussed layoffs at Cloudflare, Upwork and BILL.com — the companies' announcements came within a 24-hour period. CoreWeave CEO Michael Intrator joined the program at Post 9 to talk about the company's AI strategy, as well as the guidance that sent the stock lower. Another record setting day for the Nasdaq, w
- StandardSummaries onlySOTS 2nd Hour: AI optimism, Iran latest (+Fmr. Defense Sec. Esper), and LIVE: Celsius CEO, Chime CEO 5/7/26
Published May 7, 2026
AI optimism, consumer cracks, and Iran headlines driving the stocks today: Carl Quintanilla, Sara Eisen, and David Faber kicked off the hour with a breakdown of new commentary when it comes to consumer earnings - spanning Whirlpool, McDonald's, DoorDash and more - before discussing where to put money to work here with Partners Group's Anastasia Amoroso. Plus: is an end to the Iran War really in sight? Hear former Defense Secretary Mark Esper's take on what comes next. Elsewhere this hour: detail
- StandardSummaries onlyNasdaq's Record High, Amazon CEO Jassy on AI Capex, Palantir vs. "AI Slop." 5/5/26
Published May 5, 2026
Carl Quintanilla, Jim Cramer and David Faber drilled down on tech propelling the Nasdaq to a new all-time high. The anchors discussed what Amazon CEO Andy Jassy told Jim Monday night on "Mad Money" about the company's Al capex strategy. Speaking of AI: Palantir shares pulled back despite a Q1 beat, record revenue growth and raised guidance. Hear what the company's CEO Alex Karp said on its earnings call about "AI slop." Also in focus: What Alphabet President Ruth Porat told David about AI risks
- StandardSummaries onlySOTS 2nd Hour: Blackstone COO, Ares CEO, & Morgan Stanley's Simkowitz 5/4/26
Published May 4, 2026
Squawk on the Street's live from the Milken Global Conference with a star-studded lineup including Blackstone COO Jon Gray, Ares Management CEO Michael Arougheti, and Morgan Stanley Co-President Dan Simkowitz. Hear David Faber get their takes on AI, the IPO market, Iran war impacts and a whole lot more... plus: one longtime market veteran's playbook amid a volatile energy market and more on Palantir ahead of results. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See p
- StandardSummaries onlyEarnings Parade: Market Reaction to Mag 7 Results, Caterpillar and Lilly Surge 4/30/26
Published Apr 30, 2026
Earnings ParadeOn the last trading day of the month, Carl Quintanilla, Jim Cramer and David Faber led off the show with market reaction to quarterly results from four of the "Magnificent 7": Alphabet, Amazon, Meta and Microsoft. The anchors explored which of those tech giants are best positioned in the AI race. Hear what top executives from the four companies said on their respective earnings calls about capex strategy. Also in focus: Shares of Caterpillar and Eli Lilly jump on earnings beats, Nvidia and the A
- StandardSummaries onlyTech Earnings: Tesla Falls, ServiceNow Tumbles, IBM Slides 4/23/26
Published Apr 23, 2026
Tech EarningsDavid Faber and Jim Cramer covered all of the bases on tech earnings: Tesla shares under pressure on comments from Elon Musk about capex plans and full self-driving, after the company posted mixed Q1 results. ServiceNow tumbled and IBM fell sharply despite both companies posting quarterly beats. Texas Instruments was a bright spot — rallying by double digits on upbeat results and guidance, fueled by strength in its industrials and data center businesses. Also in focus: SpaceX IPO watch, AI round
- StandardSummaries onlyMarkets and the Ceasefire, Boeing CEO Exclusive, AI Trade: GE Vernova Surges 4/22/26
Published Apr 22, 2026
David Faber and Jim Cramer discussed stocks rising one day after President Trump announced he is extending the ceasefire with Iran. Boeing CEO Kelly Ortberg joined the program to discuss quarterly results that gave a boost to the company's stock. GE Vernova shares surged on its better-than-expected Q1 earnings and raised guidance driven by data center demand. Also in focus: SpaceX says it has an option to buy AI startup Cursor for $60B, Tesla earnings preview, AT&T falls despite Q1 beat, Apple C
- StandardSummaries only"Ceasefire Rally" and Beyond, Meta-CoreWeave $21B AI Deal, McCormick CEO "First on CNBC" 4/9/26
Published Apr 9, 2026
arl Quintanilla, Jim Cramer and David Faber discussed market reaction to the latest developments regarding the U.S.-Iran two-week ceasefire, one day after stocks' huge rally and the plunge in crude oil prices. Shares of CoreWeave rose on its expanded AI infrastructure agreement with Meta — the deal valued at $21 billion. McCormick CEO Brendan Foley joined the anchors at Post 9 for his first TV interview since the company announced its deal to combine with Unilever's foods business. Also in focus
- StandardSummaries onlySOTS 2nd Hour: Iran Deadline Nears, Gaming Out AI's Labor Impact, & LIVE: Robinhood CEO 4/7/26
Published Apr 7, 2026
Today: Sara Eisen, Carl Quintanilla, and David Faber kicked off the hour with the latest on Iran ahead of President Trump's 8 PM Eastern deadline to reopen the Strait of Hormuz - or "a whole civilization will die tonight”. Rockefeller's Ruchir Sharma weighed in on the action, and why he says investors are underpricing risks tied to the current oil shock - while Former Israel Ambassador to the U.S. Michael Oren gave his take on the geopolitical fallout. Plus: details on some of the day's biggest
- StandardSummaries onlyNew Market Week, Trump's Ultimatum, Dimon's Letter to Shareholders 4/6/26
Published Apr 6, 2026
With stocks snapping a five-week losing streak, Carl Quintanilla, Jim Cramer and David Faber discussed Iran war developments that sent oil prices lower and stocks higher — including hopes that a reported 45-day ceasefire proposal could gain traction. In the mix: President Trump's profanity-laced ultimatum to Iran in a social media post. The anchors also reacted to JPMorgan Chase CEO Jamie Dimon's annual letter to shareholders, which featured his takes on AI risks, inflation, private credit and o
- StandardSummaries onlyBears Rule Q1, Buffett's Market Message, Exclusive With Nvidia and Marvell CEOs 3/31/26
Published Mar 31, 2026
Carl Quintanilla, Jim Cramer and David Faber discussed stocks in rally mode on the final trading day of March and Q1. The Dow, S&P 500 and Nasdaq on track to snap 3-quarter win streaks. The anchors reacted to what legendary investor and Berkshire Hathaway Chairman Warren Buffett told Becky Quick about this market environment. Nvidia CEO Jensen Huang and Marvell Technology CEO Matt Murphy joined the program to discuss their companies' AI partnership — including Nvidia's $2 billion investment in M