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(46)
- Intelligent Report11AM Hour: FTC Investigates AI Companies, Nike Earnings on Deck & Former Fed Vice Chair Alan Blinder 10/1/26
Published Oct 1, 2026
We speak to Former FTC Chief Technologist Neil Chilson about the agency's new investigation into AI companies including OpenAI and Anthropic. Then, Former Fed Vice Chair Alan Blinder joins with his expectations for the jobs report tomorrow and monetary policy at large. Plus, ahead of Nike earnings, we speak to one of the few analysts with a buy rating on the stock.Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection an
- Intelligent Report10AM Hour: Contrarian Rate Call, Accenture CEO, Street Reaction to Micron Results 10/1/26
Published Oct 1, 2026
Citi’s Scott Chronert joins Squawk on the Street to explain why the Fed’s next move may not be another rate hike. Plus, Accenture CEO Julie Sweet gives her first reaction to strong earnings and discusses the company’s new AI safety partnership with Anthropic. And tech analyst Ben Reitzes breaks down Micron results as the stock falls following earnings.Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of pers
- StandardSummaries only9AM HOUR: White House AI Summit Aftermath, PCE Inflation Gauge Holds Steady, CoreWeave CEO "First on CNBC" 9/30/26
Published Sep 30, 2026
Carl Quintanilla and Jim Cramer covered all of the bases on AI, including President Trump saying he and tech titans signed a "morally binding" AI agreement at the White House on Thursday. Check out a montage of tech executives commenting on AI safety -- featuring OpenAI's Sam Altman, Anthropic's Dario Amodei, Nvidia's Jensen Huang and Meta's Dina Powell McCormick. The anchors reacted to tamer than expected inflation data: PCE held steady in August, up 3.4% year-on-year. CoreWeave CEO Mike Intrat
- Intelligent Report10AM Hour: New AI Safety Warnings, MongoDB Interim CEO, Alaska Air Group CEO 9/29/26
Published Sep 29, 2026
New reports about Anthropic’s S-1 put the AI company’s business and path to the public markets in focus, while OpenAI holds back its latest model over safety concerns. Plus, MongoDB’s Dev Ittycheria joins Squawk on the Street after returning as interim CEO following CJ Desai’s surprise departure to lead Meta’s new enterprise AI push. And Alaska Air Group’s CEO lays out the company’s strategy and outlook from its investor day. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz compa
- StandardSummaries only9AM HOUR: Anthropic's IPO Prospectus, AI Summit at the White House, Oura Postpones IPO 9/29/26
Published Sep 29, 2026
Carl Quintanilla and Jim Cramer led off the show with AI on center stage: A Reuters report about Anthropic's IPO prospectus; Tech titans and President Trump set to meet at the White House on Tuesday to discuss AI; A preview of Jim's "Mad Money" interview with Meta President Dina Powell McCormick. The anchors delved into smart ring maker Oura postponing its IPO due to market uncertainty. Also in focus: Netflix gets an upgrade; Carnival surges; AMD's $8.2 billion AI acquisition; Consumer stocks' w
- Intelligent Report9AM HOUR: Stocks Rally As Oil Retreats, Huang Slams AI "Doomsday Narratives," Paramount and WBD Surge 9/21/26
Published Sep 21, 2026
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 partners
- Intelligent Report10AM Hour: DoD’s Emil Michael on AI Fears, Fed Decision on Deck, C-Suite Warns about Fuel Prices 9/16/26
Published Sep 16, 2026
The Defense Department’s Under Secretary for Research and Engineering and CTO, Emil Michael, joins Squawk on the Street as the AI pacing debate intensifies, with Anthropic CEO Dario Amodei doubling down at Dreamforce on the need for a slowdown. Michael leading the Pentagon’s decision to blacklist Anthropic earlier this year. Plus, it’s Fed decision day, with former Atlanta Fed President Dennis Lockhart discussing the outlook for rates. And one industry executive sounds the alarm over soaring fue
- Intelligent Report11AM Hour: AI Safety Concerns in Focus, Oil Prices on the Rise & Apple and OpenAI Head to Court 9/14/26
Published Sep 14, 2026
We break down the latest in the AI space as Anthropic CEO Dario Amodei and OpenAI CEO Sam Altman call for a slowdown in development. Then, Former Product Executive at Google and Meta Rob Leathern joins with his reaction to the growing concerns around AI safety. Rapidan Energy CEO Scott Modell also shares his expectations for the oil market as prices head higher today. Plus, we preview what to expect from Apple and OpenAI's court hearing today over its trade secret case.Squawk on the Street Discl
- Intelligent Report10AM Hour: AI Leaders Call for Slowdown, President’s Trump’s Response, CEO of the AI Chip Firm Challenging Nvidia 9/14/26
Published Sep 14, 2026
Tech leaders are sounding the alarm over the pace of AI development. Early Anthropic investor Byron Deeter joins Squawk on the Street to discuss the calls to slow down—and what that could mean for AI spending and the IPO pipeline. That’s as President Trump takes to social media, saying China is the only one benefiting from a pause. And SambaNova CEO Rodrigo Liang unveils what the company calls the fastest chip for agentic AI and explains how it plans to take on Nvidia.Squawk on the Street Discla
- Intelligent Report9AM HOUR: AI Leaders Call For Slowdown, Chips Slide, OpenAI's Altman Rules Out 2026 IPO 9/14/26
Published Sep 14, 2026
Carl Quintanilla, David Faber and Sara Eisen covered lots of AI news moving the markets: Chip stocks tumbled after AI industry leaders called for an AI slowdown. Anthropic CEO Dario Amodei set the tone with his essay on the topic. OpenAI CEO Sam Altman and SpaceX and Tesla CEO Elon Musk were among those who agreed with what Amodei wrote. Altman told Fortune he is ruling out an OpenAI IPO for 2026. The anchors also discussed crude oil, gasoline and diesel prices surging ahead of this week's Fed m
- Intelligent Report10AM Hour: Exclusive: Airbnb CEO, Compass CEO on Housing Affordability, Reaction to Apple’s Product Event 9/10/26
Published Sep 10, 2026
An exclusive with Airbnb CEO Brian Chesky, offering his advice to OpenAI’s Sam Altman and Anthropic’s Dario Amodei as existential concerns around AI grow on Wall Street and beyond. Plus, Compass CEO Robert Reffkin breaks down the housing market as high rates continue to weigh on affordability, and we get Wall Street’s reaction to Apple’s latest product launch—and whether a foldable iPhone can move the needle for investors.Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company.
- StandardSummaries only9AM HOUR: Wholesale Inflation Rises, AI Fears, Apple's Foldable iPhone Debut 9/10/26
Published Sep 10, 2026
Carl Quintanilla and Jim Cramer led off the show with hotter-than-expected wholesale inflation data: The August Producer Price Index rose 5.4% from year-ago levels. WTI Crude joined Brent with prices surpassing $100 per barrel, while diesel prices extended record highs. The anchors reacted to the latest comments from former Anthropic and OpenAI researcher Jacob Coxon, after his social media post stated that "people building AI earnestly believe that it could kill us all by the end of the decade.
- Intelligent Report9AM HOUR: New Warnings About AI, Brent Tops $100/Barrel, CoreWeave CEO at "Communacopia" 9/9/26
Published Sep 9, 2026
Carl Quintanilla, Jim Cramer and David Faber reacted to fresh warnings involving AI safety. One Anthropic researcher who resigned from the company accused the startup and its rival OpenAI of "gambling with our lives," while a current Anthropic researcher said he believes there is a more than 10% chance of AI "killing all humans." At the Goldman Sachs Communacopia + Technology Conference in San Francisco, David interviewed CoreWeave CEO Mike Intrator about AI and the data center backlash. Cramer
- StandardSummaries only11AM Hour: NetApp CEO on Earnings, Garnering Support for Data Centers & CNBC Special Report: Stealing Anthropic's IP 9/3/26
Published Sep 3, 2026
NetApp CEO George Kurian joins to break down the data storage company's latest earnings report. Then, QTS Data Centers Co-CEO Tag Greason discusses how he is trying to change the public perception of data center construction. Plus, we bring you a CNBC special report that digs into how cyber criminals are stealing intellectual property from Anthropic and OpenAI.Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and us
- Intelligent Report9AM HOUR: September Playbook, Anthropic's Nvidia-Backed Deal, Ternus Era Begins at Apple, Musk Addresses G20 Meetings 9/1/26
Published Sep 1, 2026
After a positive August for stocks, Carl Quintanilla, Jim Cramer and David Faber explored the challenges facing the stock market in September, including moves in Treasurys: The 10-year note yield hit highs not seen since January 2025. According to David's sources, Anthropic agreed to a $35 billion computing deal with Nvidia-backed cloud provider Lambda. The anchors discussed the future for Apple on John Ternus' first day as CEO. Hear what Elon Musk told the G20 meetings about AI and robotics. Al
- Intelligent Report9AM HOUR: AI Trade Rally: Nvidia's Blowout Quarter, Salesforce Surges 8/27/26
Published Aug 27, 2026
On a big day for the AI trade, Carl Quintanilla, Jim Cramer and David Faber covered all of the bases on Nvidia's blowout quarter and bullish sales outlook that boosted the stock and the chip sector. Hear what Nvidia CEO Jensen Huang said to Jim on "Mad Money" about the tech giant's growth prospects. Salesforce shares soared on a Q2 beat, raised guidance and an expanded partnership with Anthropic. Also in focus: What Salesforce CEO Marc Benioff and Anthropic CEO Dario Amodei told Cramer on CNBC;
- StandardSummaries only11AM Hour: Nvidia Earnings on Deck, Barclays Global Head of Tech Investment Banking & Citi Opens Positive Catalyst Watch on Oracle 8/26/26
Published Aug 26, 2026
Barclays Global Head of Technology Investment Banking Kristin Peterson joins to discuss her outlook for the IPO market with OpenAI and Anthropic in the pipeline. We also break down the expectations for Nvidia earnings, which are slated for after the bell today. Plus, Citi's Tyler Radke breaks down why he opened a positive catalyst watch on Oracle. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal
- StandardSummaries only11AM Hour: Anthropic Investor on Upcoming IPO, Owner of Rare Trading Card & Crypto's Rally 8/21/26
Published Aug 21, 2026
Early Anthropic investor Matt Murphy shares his expectations ahead of the highly anticipated IPO. Then, we speak to the owner of a rare trading card of Dallas Mavericks star Cooper Flagg, which is expected to sell for more than $5 million. Plus, we break down what's behind the rally in cryptocurrencies this week. 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 advertising.
- Intelligent ReportYields Fall on Treasury Decision, OpenAI-Anthropic Revenue Race, Moderna Soars 100% 8/19/26
Published Aug 19, 2026
One day after the 30-year yield hit fresh 2007 highs — and stocks extended their daily losing streak to three — Carl Quintanilla, Jim Cramer and David Faber led off the show with yields falling after the Treasury Department announced it would at least double the size of its government debt repurchases. The anchors delved into all things AI — from OpenAI reportedly lagging behind Anthropic on revenue growth, to midterm elections being impacted by the backlash against data centers. Moderna shares
- StandardSummaries onlyGlobal Bond Sell-Off Weighs on Stocks, Home Depot Beats, Meta Heads to Trial 8/18/26
Published Aug 18, 2026
Carl Quintanilla and Jim Cramer discussed what to make of the global bond sell-off that sent stocks falling, especially in the tech sector. The anchors explored why Home Depot shares erased earlier gains despite the company's better-than-expected Q2 results. Also in focus: Opening arguments begin Tuesday in Meta's federal trial on child safety; Klarna plunges; Diesel crack tops $100/barrel; Anthropic's revenue boost; Disney's ABC sues the FCC; A look at Micron and the memory chip makers; July ho
- Intelligent Report9AM Hour: Memory Chips Rally, Anthropic's AI Boost, Trump's Message on Iran War and Gas Prices 8/17/26
Published Aug 17, 2026
Carl Quintanilla and Jim Cramer led off the show with tech as a market bright spot: Sandisk, Western Digital and Micron rallied after The Wall Street Journal reported Commerce Secretary Lutnick urged Apple not to buy Chinese memory chips. The anchors discussed Anthropic amid reports its revenue has skyrocketed as the AI startup prepares to go public. President Trump's comments on the Iran war also in the spotlight — from his warning to Oman to him urging Americans to accept higher gas prices. Al
- Intelligent Report11AM Hour: Mattel & Kraft Heinz CEOs on Earnings, SpaceX Shares Tumble & AI Hacks Intensify 8/5/26
Published Aug 5, 2026
The CEOs of Mattel and Kraft Heinz join to break down their latest earnings and outlooks. Then, we discuss SpaceX's first earnings report as a public company with a top analyst who is maintaining a neutral rating on the stock. Plus, we bring you the details of OpenAI and Anthropic getting caught up in yet another cybersecurity issue. 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 adve
- Intelligent Report10AM Hour: AMD, Anthropic & Super Micro Strike New Deals, What to Expect from Alphabet and Tesla Ahead of Results 7/22/26
Published Jul 22, 2026
The AI trade faces fresh scrutiny as new headlines around AMD, Anthropic, and Super Micro raise questions about whether the flood of investment into artificial intelligence can continue. Then we speak with a top analyst about the one key metric to watch in Alphabet’s earnings. Plus, we break down what’s driving Tesla ahead of its quarterly report and examine what the options market is signaling as investors brace for one of the biggest earnings events of the season. Squawk on the Street Disclaim
- StandardSummaries onlyCNBC Investing Club: Cramer’s Morning Take on Anthropic & OpenAI 7/20/26
Published Jul 20, 2026
Cramer says investors can own these mega-cap tech stocks but prepare for volatility. 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
- Intelligent ReportIs Wall Street Misreading China's AI Threat? Report of New Google Chip, Middle East Tensions Intensify 7/20/26
Published Jul 20, 2026
Is Wall Street underestimating China's AI ambitions? Anthropic investor Byron Deeter explains why he believes investors are getting the competitive landscape wrong and what it means for the next phase of the AI race. Plus, Google shares rise on reports the company is developing a new chip to improve the efficiency of its AI models. And Atlantic Council CEO Fred Kempe joins the show to discuss the latest escalation in the Middle East after Iran-backed Houthis announced a maritime embargo against
- Intelligent Report10AM Hour: Jobs Report Analysis, An AI Bull-Bear Debate, & Chip Volatility 7/2/26
Published Jul 2, 2026
Hear key analysis on this morning's Jobs Report - and what it means for the Fed, rates, and markets - with CNBC's own Carl Quintanilla, Leslie Picker, and Michael Santoli alongside Rick Santelli, Goldman's Chief Economist, and JPMorgan Asset Management's Chief Strategist this hour. Plus: AI demand concerns growing - and taking down chip stocks in Asia... hear one industry analyst make the case for OpenAI and Anthropic to NOT join public markets. Elsewhere this hour: details on one BBQ item seein
- Intelligent Report11AM Hour: ECB Forum Highlights, Anthropic Investor on Reversal of AI Model Ban & Alex Karp's Message to Wall Street 7/1/26
Published Jul 1, 2026
Sara Eisen joins from the ECB Forum in Portugal after speaking with global central bank leaders on a blockbuster panel, including Fed Chairman Kevin Warsh. Then, Anthropic investor Matt Witheiler of Wellington Management joins after Anthropic announces the Trump Administration reversed its ban on two of the company's AI models. Plus, we bring you Palantir CEO Alex Karp's message to Wall Street when it comes to open source models and LLMs. Squawk on the Street Disclaimer Hosted by Simplecast, an
- Intelligent Report9AM HOUR: U.S.-Iran Effect on Markets, Chevron-Microsoft AI Power Deal, Greenspan Dies at 100 6/22/26
Published Jun 22, 2026
Carl Quintanilla, David Faber and Sara Eisen led off the show with market reaction to positive comments by Vice President Vance about the U.S.-Iran negotiations. AI in the spotlight: Chevron announced it signed a 20-year agreement with Microsoft to provide power for the tech giant's massive West Texas data center project. The anchors remembered the influential former Fed chairman Alan Greenspan, who died Monday at the age of 100. Also in focus: President Trump's comments on Anthropic and nationa
- StandardSummaries only11AM Hour: Impact of Potential Peace Deal on Oil, Early SpaceX Investor Peter Diamandis, Who Benefits Most from Anthropic’s WH Battle? 6/15/26
Published Jun 15, 2026
How could the reopening of the Strait of Hormuz change the outlook for oil prices? Coverage of the latest developments in the Middle East and what they could mean for global energy markets. Then, early SpaceX investor Peter Diamandis joins the conversation to discuss why a Tesla-SpaceX makes sense and how Elon Musk’s empire continues to evolve. Plus, we break down Anthropic’s growing battle with the White House and explore which companies and industries stand to benefit most from the outcome. Sq
- StandardSummaries onlyCNBC Investing Club: Cramer’s Morning Take on SpaceX & Anthropic 6/10/26
Published Jun 10, 2026
Cramer says the Club wants in on this IPO regardless of price. 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 about our
- Intelligent Report10AM Hour: AI’s Spending Surge, Oil Slides, and the SpaceX Ownership Question 6/9/26
Published Jun 9, 2026
AI spending is hitting record highs, but where are investors placing their bets? On today’s Squawk on the Street, tech analyst Dan Niles explains why he prefers Anthropic over OpenAI, while the team examines the massive capital pouring into artificial intelligence. Plus, Energy Secretary Chris Wright’s comments send oil prices lower, and a closer look at the growing market for private-company shares raises a surprising question: Do retail investors buying SpaceX stock actually own what they thin
- Intelligent Report9am Hour: Tech Extends Rebound, OpenAI Joins the IPO Race, Apple Unveils "Siri AI" at WWDC 6/9/26
Published Jun 9, 2026
Carl Quintanilla and Jim Cramer led off the show with the tech sector bouncing back from Friday's sell-off for a second straight day. Hear what Jim said about the chip sector rebound. The anchors discussed OpenAI confidentially filing for an IPO after last week's Anthropic filing to go public — and SpaceX slated for its Wall Street debut on Friday. Also in focus: SpaceX's CFO on data centers in space, market reaction to Apple unveiling "Siri AI" at WWDC, GSK buys a cancer drug maker in a $10.6 b
- Intelligent Report10AM Hour: Nvidia CEO Picks Next Trillion Dollar Company, Robinhood CEO, Early Anthropic Investor on IPO 6/2/26
Published Jun 2, 2026
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 Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal da
- StandardSummaries only10AM Hour: Dell Shares Surge, MongoDB CEO, Lead Anthropic Investor 5/29/26
Published May 29, 2026
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 Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our
- Intelligent Report10AM Hour - Mastercard CEO, Ferrari’s First Fully Electric Model, Pope Leo’s AI Warning 5/26/26
Published May 26, 2026
Carl Quintanilla, Jim Cramer and David Faber explored what to make of the S&P 500 hitting a fresh record high, helped by hopes for a peace deal between the U.S. and Iran. The AI trade also fueling gains on Wall Street: Micron shares soared and lifted the chip sector after UBS more than tripled its price target on the stock to $1,625. The anchors discussed other stories on the AI front: Pope Leo XIV's AI warning, an Anthropic co-founder on guiding AI, OpenAl CEO Sam Altman refutes the idea of a "
- Intelligent Report9AM Hour - Markets Extend Record Run, Micron Scores an AI Trade Triple, SpaceX IPO Watch: Stocks in Rocket Mode 5/26/26
Published May 26, 2026
Carl Quintanilla, Jim Cramer and David Faber explored what to make of the S&P 500 hitting a fresh record high, helped by hopes for a peace deal between the U.S. and Iran. The AI trade also fueling gains on Wall Street: Micron shares soared and lifted the chip sector after UBS more than tripled its price target on the stock to $1,625. The anchors discussed other stories on the AI front: Pope Leo XIV's AI warning, an Anthropic co-founder on guiding AI, OpenAl CEO Sam Altman refutes the idea of a "
- StandardSummaries onlyStocks Extend Record Run, Arm CEO "First on CNBC," Anthropic's 80-Fold Growth 5/7/26
Published May 7, 2026
Carl Quintanilla, Jim Cramer and David Faber drilled down on new record highs for the S&P 500 and Nasdaq — amid investor hopes for an Iran deal. AI in the spotlight: In a "First on CNBC" interview, Arm Holdings CEO Rene Haas spoke about the chip designer's better-than-expected results, which didn't stop the stock from falling sharply lower. The anchors discussed what Anthropic CEO Dario Amodei said about the AI startup trying to keep up with demand, after posting 80-fold growth in Q1. Also in fo
- Intelligent ReportSOTS 2nd Hour: Where Markets Stand, Apple's Earnings Gains, & Is It Finally Time To Touch Software? 5/1/26
Published May 1, 2026
A huge week for markets - spanning earnings, a Fed decision, and stocks hitting fresh highs: Carl Quintanilla and Sara Eisen broke down where things stand after all the reports before discussing whether the rally has legs with longtime market veteran Jeremy Siegel. Plus: a deep-dive on Apple's new numbers with one of the street's top analysts... and more on the state of play when it comes to AI according to an anthropic and software investor. Elsewhere this hour: the latest from Omaha ahead of B
- Intelligent ReportSOTS 2nd Hour: Your Earnings Playbook - from Big Tech to Healthcare, Plus Anthropic Fundraise Details 4/30/26
Published Apr 30, 2026
From big tech earnings to the Fed's decision to hold rates steady... Carl Quintanilla, Sara Eisen, and David Faber broke down what investors should know this hour - and what it means for the markets - with an all-star cast including Janus Henderson's Global Macro Investing head and one of the street's top big tech analysts. Plus: how AI is changing drug discovery with the CEO of Bausch & Lomb, and new CNBC reporting around a staggering new possible valuation for Anthropic. Squawk on the Street D
- StandardSummaries onlyPres. Trump CNBC Interview, CEO Change at Apple, Warsh Confirmation Hearing Day 4/21/26
Published Apr 21, 2026
David Faber and Jim Cramer led off the show with reaction to President Trump's wide-ranging live interview on CNBC, including his take on the Iran war, Anthropic and Kevin Warsh — just ahead of the Fed Chair nominee's confirmation hearing on Capitol Hill. Apple announced its hardware chief John Ternus will replace Tim Cook as CEO effective September 1, with Cook transitioning to executive chairman. The anchors discussed Cook's legacy and Apple's future — especially when it comes to AI. Also in f
- StandardSummaries onlyStocks Rally on Strait of Hormuz Reopening, Exclusive: KeyCorp CEO, Anthropic’s White House Meeting 4/17/26
Published Apr 17, 2026
Stocks surge on the back on Iran saying it will let ships pass through the Strait of Hormuz during the Israel/Lebanon ceasefire. Then an earnings exclusive with the CEO of KeyCorp. Plus, his thoughts on how the Iran war is impacting the consumer. Then the CEO of Anthropic reportedly heading to the White House, aiming to diffuse the company’s fight with the Pentagon. The latest from Washington. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and
- StandardSummaries onlySOTS 2nd Hour: Tech Trade Latest, & Pepsico, Citizens Financial CEOs 4/16/26
Published Apr 16, 2026
This hour: David Faber and Sara Eisen broke down a return of the tech trade (software, semiconductor, and quantum stocks leading the charge) with Citi's Head of U.S. equity strategy, before checking in with the CEOs of 2 earnings names - Pepsico & regional bank Citizens Financial. Plus: details on a new model out of Anthropic, what's sending quantum stocks surging, and a look at the IEA's jet fuel warning that could derail summer vacation plans for some. Squawk on the Street Disclaimer Hosted by
- Intelligent ReportWar Impact on Inflation, Bessent and Powell Meeting With Bank CEOs About AI Risks, CoreWeave CEO "First on CNBC" 4/10/26
Published Apr 10, 2026
Carl Quintanilla, Jim Cramer and David Faber led off the show with the first CPI report reflecting the spike in oil and gasoline prices due to the Iran war: Consumer inflation rose in March by 3.3% year-on-year, the biggest increase in two years. On the AI front: CNBC confirmed that Treasury Secretary Scott Bessent and Fed Chair Jerome Powell convened a meeting with bank CEOs earlier this week, to discuss cyber risks raised by Anthropic's new Mythos AI Model. CoreWeave CEO Mike Intrator joined t
- StandardSummaries onlyRelief Rally: Stocks Surge and Oil Prices Plunge on U.S.-Iran 2-Week Ceasefire 4/8/26
Published Apr 8, 2026
Relief RallyWar and the markets: Carl Quintanilla, Jim Cramer and David Faber covered all of the bases on a day in which stocks surged and crude oil prices plunged by the most since the COVID-19 pandemic — after President Trump announced a two-week ceasefire with Iran, subject to the immediate reopening of the Strait of Hormuz. Hear what the anchors said about the stocks flying high on that news — and the equities that are taking a big hit. Also in focus: Anthropic launches its "Project Glasswing" cybersecu
- StandardSummaries onlyTrump Iran Deadline Watch, Anthropic/Broadcom/Google Deals, Health Insurers Rally 4/7/26
Published Apr 7, 2026
Carl Quintanilla, Jim Cramer and David Faber explored what to make of the moves in stocks, oil prices and bonds — ahead of President Trump's Tuesday 8pm Eastern time deadline for Iran to strike a peace deal. On the AI front: Anthropic says its revenue run rate surpassed $30 billion, while Broadcom shares jumped on new AI chip-related deals with Google and Anthropic. The anchors reacted to shares of UnitedHealth, Humana and other health insurers rallying after the Trump Administration announced a
- StandardSummaries onlyNasdaq Correction, Oil Prices Jump Again, Anthropic's Early Legal Victory 3/27/26
Published Mar 27, 2026
Jim Cramer and Sara Eisen delved into stocks under pressure after Thursday's sell-off, while crude oil prices continue to surge despite President Trump extending his deadline for Tehran to reopen the Strait of Hormuz. The anchors discussed the Nasdaq's fall into correction territory, along with four S&P sectors down more than 10% from their year highs. Anthropic also in the spotlight: A federal judge temporarily blocks the Pentagon's designation of the AI firm as a "supply-chain risk" — and the