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(21)
- 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