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(50)
- 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
- 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
- StandardSummaries only11AM Hour: Carnival CEO on Earnings, Tech Sector Opportunity & OpenAI's Developer Day 9/29/26
Published Sep 29, 2026
Carnival CEO Josh Weinstein joins exclusively on the company's latest earnings, which have the stock jumping today. Then, we speak to T. Rowe Price Portfolio Manager Tony Wang about where to find opportunity in the tech sector. Plus, we preview what to expect at OpenAI's Developer Day today. 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: 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
- Intelligent Report11AM Hour: U.S.-China Summit Today, Coldwell Banker Realty CEO & OpenAI Hacks Again 9/24/26
Published Sep 24, 2026
We discuss how Chinese President Xi Jinping's meeting with President Trump today could impact both the chip wars and the global AI race. Then, Coldwell Banker Realty CEO Kamini Lane joins to break down the impact of rising rates on the housing sector. Plus, we bring you the details of OpenAI's latest rogue hack, which targeted an Australian government website.Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use
- Intelligent Report10AM Hour: Steph Curry from Beth Page Black, OpenAI Discloses more ‘Concerning’ AI Behavior, Worst of the AI Sell-off over? 9/17/26
Published Sep 17, 2026
Steph Curry joins Squawk on the Street from Bethpage Black to discuss Underrated Golf, his new shoe deal, and the possibility of NBA free agency. Plus, OpenAI discloses more “concerning” behavior from its AI models, raising fresh questions about safety as capabilities advance. And we look at why the options market is signaling the worst of the AI-related stock selloff could be behind us.Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information
- Intelligent Report9AM HOUR: Markets' Post-Fed Hike Rally, Oil Pulls Back, OpenAI's "Concerning" Disclosure 9/17/26
Published Sep 17, 2026
Carl Quintanilla, David Faber and Sara Eisen discussed what to make of stocks rallying one day after the Fed's first interest rate hike since 2023. Falling oil prices and bond yields added to the positive sentiment on Wall Street. AI safety once again in the spotlight: In a blog post, OpenAI disclosed six new instances of what it calls "unexpected or concerning" behavior in its AI models, along with a new framework to track model "misalignment." Workday shares rallied on David's reporting: Accor
- 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 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 Report11AM Hour: Former Goldman Sachs CEO Lloyd Blankfein, AI Concerns Ramp Up & Diesel Prices at Record Highs 9/11/26
Published Sep 11, 2026
Former Goldman Sachs CEO Lloyd Blankfein remembers 9/11 on the 25th anniversary today. Then, we discuss what's driving diesel prices to record highs. Plus, we speak to Former OpenAI Researcher Daniel Kokotajlo as concerns around AI ramp up 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 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
- Intelligent Report9am Hour: OpenAI Urges Caution, Qualcomm & Amazon Partnership, Novartis’ Drug Trial Setbacks 9/8/26
Published Sep 8, 2026
Carl Quintanilla and Jim Cramer began the show with OpenAI’s latest warning about the pace of AI development, with the company’s chief scientist saying that “no one is prepared for the consequences of a continued rapid rise in machine intelligence.” The desk also discussed AI beneficiaries, including Qualcomm and Amazon, which announced a new data center infrastructure partnership. After the bell, the anchors highlighted the sharp drop in Novartis shares following three drug trial setbacks.Squaw
- StandardSummaries only10AM Hour: A Tough Stretch for Lululemon, Goldman Sachs Chief Economist, Zscaler CEO on Earnings 9/4/26
Published Sep 4, 2026
Lululemon shares plunge after the company cuts its outlook, raising fresh questions about the turnaround and consumer demand. Then Zscaler CEO Jay Chaudhry breaks down the cybersecurity firm’s latest results and weighs in on reports of another hack involving OpenAI agents. Plus, Goldman Sachs Chief Economist Jan Hatzius gives his first reaction to the jobs report and what it means for the economy and the Fed. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our
- 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 Report10AM Hour: Treasury Secretary Scott Bessent from the G20 8/31/26
Published Aug 31, 2026
Treasury Secretary Scott Bessent joins from the G20 meeting in Asheville, North Carolina to discuss the Iran war, the bond market, AI and much more. We also speak to Apollo Chief Economist Torsten Slok on the market and D.A. Davidson analyst Gil Luria on OpenAI reaching a new ad revenue milestone. 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 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
- 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
- Intelligent Report11AM Hour: Former Tesla President Jon McNeill, OpenAI President's First Comments on Executive Exodus & AI Heads to the High Seas 8/17/26
Published Aug 17, 2026
Former Tesla President Jon McNeill joins to discuss a new report that Tesla will soon unveil a design for a flying roadster. Then, we bring you OpenAI President Greg Brockman's first comments on the recent executive departures from the company. Plus, we take a look at how new AI technology is now used in boating. 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: Wall St. Legend Leon Cooperman, Memory Stocks Bounce Back, OpenAI’s Talent Exodus 8/14/26
Published Aug 14, 2026
Omega Family Office Chairman and CEO Leon Cooperman joins Squawk on the Street to discuss where he sees value with stocks near record highs—and whether the AI trade is becoming a bubble. Plus, a talent exodus at OpenAI raises fresh questions ahead of a potential IPO as new reports shed light on the company’s financials. And memory stocks rebound, helped by a rally in SanDisk. The CEO laying out the company’s strategy to CNBC. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz compa
- 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 Report11AM Hour: Hugging Face CEO, IMAX CEO & Big Tech's Earnings Distortion 8/3/26
Published Aug 3, 2026
Hugging Face CEO Clem Delangue joins to discuss OpenAI's rogue agent attack on the company and what it means for cybersecurity and the future of AI. Then, IMAX CEO Rich Gelfond discusses the success of "The Odyssey" after the company posted its highest grossing month on record in July. Plus, we break down how big tech stakes in private AI companies are distorting the S&P earnings picture. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for informatio
- Intelligent Report11AM Hour: Dan Niles on Tech Earnings, Looking Ahead to the Fed & AI's Circular Funding 7/27/26
Published Jul 27, 2026
Niles Investment Management Founder Dan Niles joins with his expectations for big tech earnings this week. Then, Former Fed Economist Vincent Reinhart shares his outlook for rates ahead of the upcoming Fed meeting. Plus, we discuss the implications of AI's circular funding economy as OpenAI is in talks with Nvidia to help fund a data center project. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of person
- StandardSummaries only9am Hour: Mega-Tech Earnings Week, Stocks Jump, Oil Prices Tumble 7/27/26
Published Jul 27, 2026
Carl Quintanilla, Jim Cramer and David Faber explored a big week for earnings — led by tech giants Microsoft, Amazon, Apple and Meta. Hear Cramer's eye-opening comments about Nvidia shares. The anchors also discussed stocks on the rise, fueled by the slide in oil prices after the U.S. and Iran halted strikes over the weekend. Also in focus: Nvidia reportedly in talks to provide a $250 billion backstop for OpenAI as part of a data center project, Morgan Stanley analyst Adam Jonas' note on SpaceX
- StandardSummaries only11AM Hour: Interactive Brokers Founder, What to Expect From Alphabet & Tesla Earnings & OpenAI Model Goes Rogue 7/22/26
Published Jul 22, 2026
Interactive Brokers Founder Thomas Peterffy joins to discuss the company's latest earnings report and trading activity trends. Then, we preview what to expect from Alphabet and Tesla earnings after the bell today with capex a big focus for both companies. Plus, we bring you the details of OpenAI's model going rogue and hacking into another company all on its own. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and
- 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 Report10AM Hour: OpenAI Chair Bret Taylor, Taiwan Semi Pressures Chip Trade, Netflix Earnings Preview 7/16/26
Published Jul 16, 2026
OpenAI Chairman Bret Taylor joins the show, his AI unicorn "Sierra" launching new tools to take on the enterprise software incumbents. Then why results from Taiwan Semi are pressuring the rest of the chip sector. And ahead to Netflix results, what the options market is signaling about that report, after the bell. 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 Report11AM Hour: Pretium Co-President on New Housing Law, Anthony Pompliano on Personal Finance AI Agent & Elon Musk vs. Sam Altman 7/13/26
Published Jul 13, 2026
Stephen Scherr, Co-President of single-family home owner Pretium, joins to discuss the impact of the housing affordability bill that just became law over the weekend. Then, ProCap Financial CEO Anthony Pompliano discusses the success of the company's personal finance AI agent, "Silvia." Plus, we break down the latest drama between Elon Musk and Sam Altman that unfolded over the weekend after Apple sued OpenAI. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adsw
- Intelligent Report9am Hour: SK Hynix Shares' Record Decline, Altman-Musk Showdown, Oil Jumps 7/13/26
Published Jul 13, 2026
Carl Quintanilla, Jim Cramer and David Faber kicked off a new week with the AI trade: Shares of SK Hynix tumbled 15% for its worst-ever day in the South Korean markets. The stock also fell sharply on Wall Street after surging 13% Friday in its U.S. trading debut — and dragged down memory names including Micron and Sandisk. The anchors reacted to the Sam Altman-Elon Musk's social media spat in wake of Apple's lawsuit against OpenAI. Also in focus: Oil prices jump on U.S.-Iran tensions, SpaceX sha
- Intelligent Report10AM Hour: OpenAI CEO Sam Altman on New Model, Palo Alto Networks CEO on AI Spending, Match Group CEO on AI & Dating 7/9/26
Published Jul 9, 2026
OpenAI CEO Sam Altman joins the show, live from Allen & Co. Sun Valley Conference in Idaho following the rollout of the company’s new AI Model. Plus, he lays out some new efficiency results. Then the CEO of Palo Alto Networks, on AI token costs and his outlook for AI spending. And the CEO of Match Group on how AI is changing the dating landscape. 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: 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