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(19)
- StandardSummaries only11AM Hour: Bradley Tusk on Tech, Tesla Deliveries Beat Expectations & Heat Wave Impact on Power Prices 7/2/26
Published Jul 2, 2026
Tusk Ventures CEO Bradley Tusk joins to discuss the implications of OpenAI reportedly proposing handing over a 5% stake to the Trump Administration. We also discuss this morning's jobs number with former CEA Chair Jared Bernstein. Then, we break down Tesla's latest deliveries that beat expectations. Plus, as Americans brace for a heat wave this weekend, we take a look at the impact on power prices and the grid. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.ads
- 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
- StandardSummaries only9am Hour: NEC's Hassett on Jobs Report, OpenAI Government Stake Buzz, Tesla Delivers 7/2/26
Published Jul 2, 2026
On the last trading day of a holiday-shortened week, Carl Quintanilla and Jim Cramer reacted to the June employment report showing weaker-than-expected job creation. Stocks rose on that data, which fueled hopes that the Fed would be less likely to hike rates. National Economic Council Director Kevin Hassett joined the program with White House reaction to the jobs numbers. The anchors asked him about OpenAI reportedly discussing a proposal to give the U.S. government a 5% stake in the company. Al
- Intelligent Report10AM Hour: OpenAI’s IPO Timeline, SpaceX’s Next Catalyst, CEO of AI Infrastructure Company Coherent 6/26/26
Published Jun 26, 2026
CNBC reports that OpenAI has not begun "testing- waters" meetings with investors ahead of a potential IPO, despite growing speculation around the company's next move. Then a look at the next major catalyst for SpaceX since going public two weeks ago. And the CEO of AI infrastructure company and Nvidia partner Coherent, on the AI infrastructure buildout and the demand driving the next wave of investment. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com
- StandardSummaries onlyMore Tech Pain, OpenAI IPO Buzz, Onsemi CEO Exclusive 6/26/26
Published Jun 26, 2026
Carl Quintanilla, David Faber and Michael Santoli explored tech sector weakness: Nasdaq on track for a five-day losing streak as investors dump some of the "Magnificent 7" stocks; Apple coming off its worst day in more than a year after announcing price hikes; Micron gives up some of Thursday's big gains after Samsung and SK Hynix tumbled in South Korean trading. The anchors reacted to a published report which says OpenAI is leaning toward delaying its IPO until 2027. The CEO of Onsemi joined th
- StandardSummaries only11AM Hour: Cerebras CEO Talks Results, GEV's Turbine Dreams, & Trump's Housing Pivot 6/24/26
Published Jun 24, 2026
Semis in focus as Broadcom unveils a new custom chip with OpenAI, Micron awaits earnings after the bell, and Cerebras shares slump on the company's first report as a public company. Cerebras' CEO joined the team with his first take on the stock move. Plus: a live look at the world's largest gas turbine engine factory - and what it means for stocks like GE Vernova - along with reaction from the head of one of the nation's biggest homebuilders to the President's surprise pivot on a key housing aff
- Intelligent ReportSen. Elizabeth Warren on Trump Canceling Housing Bill Signing, Broadcom CEO & OpenAI President on New Processor, Cerebras Board Member 6/24/26
Published Jun 24, 2026
Breaking this hour: Sen. Elizabeth Warren reacts to President Trump’s decision to cancel the planned signing of a bipartisan housing bill. Plus, why she says data centers are hurting local communities. Then, Broadcom CEO Hock Tan and OpenAI President Greg Brockman discuss a new AI processor “Jalapeño,” and just how much demand they are seeing for compute. And Cerebras board member and one of the earliest investors, Foundation Capital’s Steve Vassallo, joins the show to break down the company’s f
- Intelligent Report9am Hour: Tech After the Sell-Off, OpenAI-Broadcom AI Chip Unveil, WTI Crude Falls Below $70 6/24/26
Published Jun 24, 2026
Carl Quintanilla, David Faber and Leslie Picker explored what's ahead for the tech sector in wake of Tuesday's sell-off — and ahead of Micron's earnings due out after Wednesday's close of trading. The anchors also discussed OpenAl and Broadcom unveiling their new custom AI chip, called "Jalapeño." Brian Sullivan joined the anchors at Post 9 to discuss WTI crude falling below $70/barrel for the first time since the early stages of the Iran war. Seema Mody delivered a live report from inside GE Ve
- Intelligent Report11AM Hour: The Tech Tumble, A New Quantum EO, & Meta Wearables Chief Talks AI 6/23/26
Published Jun 23, 2026
A volatile session as tech stocks take a broad leg lower - Carl Quintanilla and Sara Eisen discussed the key names to watch (from SpaceX to Amazon), and broke down what could come next with the CEO of one AI name that just partnered with Nvidia on drug discovery. Plus: a deep-dive on Amazon's new advertising push with OpenAI, a look ahead to Cerebras earnings after the bell, and an exclusive with Meta's Head of Wearables as the company releases a slew of new AI glasses. Squawk on the Street Disc
- StandardSummaries only11AM Hour: FIFA President & AB InBev CEO Ahead of the World Cup, OpenAI Files to Go Public & The Street's Reaction to WWDC 6/9/26
Published Jun 9, 2026
Ahead of the World Cup, FIFA President Gianni Infantino and AB InBev CEO Michel Doukeris discuss their revenue expectations for the event, hotel booking trends and ticket prices. Then, we bring you all the details on OpenAI confidentially filing to go public. Also, we break down the street's reaction to Apple WWDC. 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 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 Report9am Hour: AI Trade: Alphabet's $80B Capital Raise, Huang's "Trillion-Dollar" Comment Boosts Marvell, HPE Surges 6/2/26
Published Jun 2, 2026
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 Star
- Intelligent Report9am Hour: Nvidia Jumps Into the PC Market, Softbank's Masa Son on $80B+ AI Investment, Faber at Stargate's Data Center 6/1/26
Published Jun 1, 2026
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 Sa
- StandardSummaries onlySwearing-In Ceremony for Kevin Warsh as Fed Chair, Energy Inflation Here to Stay? Is OpenAI the WeWork of AI? 5/22/26
Published May 22, 2026
President Trump holds a swearing-in ceremony for Kevin Warsh as Fed Chair at the White House. We discuss the challenges that lie ahead. Plus, should consumers expect higher for longer when it comes to energy prices? And could OpenAI turn out to be the WeWork of AI? One expert joins us to argue just that. 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.
- StandardSummaries onlySOTS 2nd Hour: Tech Tumbles, Tuesday's Earnings Takeaways, & LIVE: Barclays CEO 4/28/26
Published Apr 28, 2026
Carl Quintanilla, Sara Eisen, and David Faber kicked off the hour with fresh consumer data and color from a slew of earnings reports before turning to the macroeconomy with Cantor Fitzgerald's Chief Equity & Macro Strategist - and hurtling into the consumer picture with the CEO of Barclays, fresh off earnings there. Plus: extra color from the CEO of Coca-Cola, who exclusively spoke with Sara this morning - and a deep-dive on tech stocks, as a new report around OpenAI hits the group in early trad
- Intelligent ReportReport on OpenAI Revenue Hits the Chips, Musk vs. Altman Day 2, Earnings Parade Heats Up 4/28/26
Published Apr 28, 2026
Carl Quintanilla, Jim Cramer and David Faber led off the show with the AI Trade: Semiconductor stocks took a hit and pulled the Nasdaq down from a record high, in reaction to a report that said OpenAI recently missed its revenue and user targets. The Elon Musk-Sam Altman trial enters day two, with opening arguments set to begin. The anchors also explored market reaction to earnings from Coca-Cola, General Motors and UPS — plus what their results are indicating about the state of the economy. Als
- Intelligent ReportStocks' AI-Fueled Run-Up, OpenAI-Microsoft Partnership Revamp, "Musk vs. Altman" Heads to Trial 4/27/26
Published Apr 27, 2026
Entering a big week in which most of the Magnificent 7 lead the earnings parade, David Faber and Jim Cramer covered many developments surrounding AI: The record run for stocks including Nvidia's market cap rising back above $5 trillion, OpenAI caps revenue share payments as part of its revamped partnership with Microsoft, Elon Musk's lawsuit against OpenAI and its CEO Sam Altman goes to trial Monday, Related Companies CEO Jeff Blau joined the show to discuss Related Digital securing financing fo
- StandardSummaries onlyMarkets and Iran Peace Hopes, What OpenAI's CFO Told Cramer, Micron's Post-Earnings Skid 3/25/26
Published Mar 25, 2026
Jim Cramer and Scott Wapner explored stocks rising and crude oil prices falling on a report stating Iran has received a 15-point plan from the U.S. to end the war. An Iranian state news agency said Tehran has rejected a ceasefire. The anchors discussed Jim's "Mad Money" interview with OpenAI CFO Sara Friar: She told Cramer the company has raised additional money to bring its funding round past $120 billion — and explained why the AI startup is shutting down its Sora video app. Also in focus: Mem