Squawk on the Street
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Episodes
CNBC Investing Club: Cramer's Morning Take on Nvidia 11/10/26
Jim Cramer discusses the semiconductor sector's volatility, focusing on NVIDIA's decline amid allegations involving CEO Jensen Huang and a Chinese spy.
11AM Hour: Zillow CEO, Oracle CFO & the Road to Anthropic's IPO 11/10/26
Oracle CFO Hillary Maxson discusses the company's $20 billion capital raise and AI infrastructure buildout in her first broadcast interview.
10AM Hour: Anthropic Sets IPO Price Range, Fallout at Nvidia, David Zervos on CPI Print & Calls for Rate Hikes 11/10/26
This episode analyzes a hotter-than-expected CPI report and Fed Governor Waller’s hawkish comments, which have pushed December rate hike odds to 100%.
9AM HOUR: Anthropic Sets IPO Price Range, Nvidia Shares Extend Losses on Jensen Huang Investigation 11/10/26
The episode covers Anthropic’s updated IPO filing, which values the AI firm at over $1.
11AM Hour: Goldman Sachs CEO David Solomon, Former Treasury Secretary Jack Lew & Nvidia Investigates CEO Jensen Huang 11/9/26
Goldman Sachs CEO David Solomon discusses the enduring long-term trajectory of AI infrastructure investment despite recent market volatility and political noise surrounding data centers.
10AM Hour: Nvidia CEO Jensen Huang’s Affair with Alleged Chinese Spy, Future of the AI Trade, Gwyneth Paltrow on OpenAI Investment 11/9/26
This episode centers on the fallout from NVIDIA's investigation into CEO Jensen Huang's relationship with an alleged Chinese spy, discussing the…
9AM HOUR: Nvidia Investigates Jensen Huang, Stocks Rally After 4-Week Slide 11/9/26
This episode of Squawk on the Street focuses on NVIDIA CEO Jensen Huang’s admission of an affair with a suspected Chinese spy, triggering an internal…
11AM Hour: OpenAI CFO Sarah Friar, Citi's Head of AI Research Heath Terry & Former Minneapolis Fed President Gary Stern 11/6/26
Hosts Sarah Eisen and Carl Quintanilla discuss the post-midterm tech sell-off, featuring Citigroup’s Heath Terry who attributes the volatility to positioning rather than fundamental AI demand.
10AM Hour: Citigroup & PayPal CEOs, Goldman Sachs’ First Reaction to the Jobs Number, VIX Signaling a Buy Opportunity? 11/6/26
Hosted from the Citigroup TMT Leadership Summit, this episode analyzes the Nasdaq's sharp sell-off following the midterm elections, focusing on the…
9AM HOUR: After the Massive Sell-Off and AI Rout, NEC Director Hassett on Jobs and Post-Election Markets 11/6/26
Hosts discuss the market's attempt to recover from a major tech sell-off, analyzing whether the AI trade has peaked or is merely experiencing a liquidity-driven correction similar to 1998.
11AM Hour: Tech Stocks Sell Off, Tapestry CEO & Box CEO 11/5/26
Squawk on the Street covers a sharp sell-off in tech and semiconductor stocks following weak earnings from Qualcomm and Arm, driven by concerns over…
10AM Hour: Tech Stocks Plunge, Chip Stocks Have Worst Day Since March 2020, Arm CEO on Impact of Midterms and Data Center Pushback
Squawk on the Street analyzes the sharp sell-off in tech stocks following midterm elections, where ballot initiatives signaled potential restrictions on data center construction.
9AM HOUR: Dow's Big Post-Election Rally Takes a Detour, Nasdaq Sell-Off, Arm CEO "First on CNBC" 11/5/26
Hosts Jim Cramer, Carl Quintanillo, and David Faber analyze the post-election market rally, focusing on the Dow’s gains and the ongoing pressure on semiconductor stocks like NVIDIA and Marvell.
CNBC Investing Club: Cramer's Morning Take on Home Depot 11/4/26
This episode analyzes recent market movements, highlighting housing stocks like Home Depot as potential winners driven by expectations of lower…
11AM Hour: Stocks Rally After Midterm Elections, Circle CEO on Earnings & CVS to Split Up 11/4/26
This episode analyzes the market impact of the Democratic midterm sweep, focusing on potential regulatory headwinds for AI data centers, banks, and cryptocurrencies.
10AM Hour: Stocks Rip on Back of Democratic Midterm Victories, Orlando Bravo on Election and Tech, AMD CEO on Data Center Demand 11/4/26
This episode analyzes the market reaction to decisive Democratic midterm victories, focusing on the implications for the tech sector, data center development in Texas, and potential regulatory shifts.
9AM HOUR: Stocks' Post-Midterms Rally, AMD CEO "First on CNBC", CVS CEO Exclusive on Breakup Plan 11/4/26
This episode analyzes the market fallout from the midterms, where Democrats took control of both the House and Senate, impacting defense, data center, and clean energy stocks.
CNBC Investing Club: Cramer's Morning Take on Apple 11/3/26
Jim Cramer analyzes recent earnings calls from Palantir and Apple, noting that investors often fixate on minor negatives despite strong overall performance.
11AM Hour: Apple Drops After Earnings, Election Day Expectations & Investing in the Private Markets 11/3/26
This episode covers the market implications of the U.
10AM Hour: Binance Co-CEO on Crypto Heist, Shopify President on Earnings, Wall Street’s Apple Earnings Reaction 11/3/26
Squawk on the Street covers market reactions to Apple and Palantir earnings, alongside Shopify’s revenue miss, with President Harley Finkelstein explaining the quarter.
9AM HOUR: Apple and Palantir Slide Despite Earnings Beats, Binance Co-CEO "First on CNBC" 11/3/26
Squawk on the Street analyzes a volatile market session marked by Apple and Palantir earnings disappointments, with Apple’s stock falling on weak…
11AM Hour: Mondelez CEO, Looking Ahead to the Midterms & Apple Earnings on Deck 11/2/26
This episode covers Anthropic’s amended S-1 filing and OpenAI’s reduced fundraising target amid AI market volatility, alongside a discussion with Roundhill’s Drew Pettit on tech sector dynamics.
10AM Hour: Midterms Market Impact, Marvell Buys Lumentum, & Applied Digital CEO Talks AI Buildout Concerns 11/2/26
Squawk on the Street covers market recovery following a tech sell-off, highlighting strong ISM manufacturing data and falling oil prices amid diplomatic hopes regarding Iran.
9AM HOUR: After the Sell-off: Marvell and Lumentum CEOs on Massive Deal, Anthropic's Amended IPO Filing, Kimberly-Clark CEO 11/2/26
Jim Cramer and David Faber open the month by analyzing market stability following a tech sell-off, highlighting the massive all-stock acquisition of Lumentum by Marvell and interviewing both CEOs.
11AM Hour: Intel Plunges After Earnings, CFTC Chairman on Utah Charging Kalshi & Twilio CEO on Earnings 10/30/26
This episode covers a significant tech sell-off driven by disappointing earnings from Intel, Amazon, and Twilio, with guests analyzing whether the pullback presents a buying opportunity.
10AM Hour: Intel Plummets, Amazon’s Earnings Miss, Largest Crypto Heist Ever 10/30/26
This episode covers a significant tech sell-off driven by AI concerns, featuring analysis on Intel's weak guidance and Amazon's massive capital expenditure plans.
9AM HOUR: Intel Plunges and Amazon Slides in Tech Sell-off, Starbucks and Chevron CEOs Talk Earnings 10/30/26
This episode covers Intel's significant pre-market drop following weak PC guidance and a loss of market share to AMD, prompting a candid discussion on the AI trade and memory shortages.
CNBC Investing Club: Cramer's Morning Take on Linde PLC 10/29/26
Jim Cramer highlights Eli Lilly’s strong earnings and its focus on improving drug tolerability, while noting that excluding its struggling home care business would reveal double-digit growth.
11AM: Alphabet Plunges After Earnings, Shell CEO on Q3 Results & Thrive Holdings Partner on ADT Deal 10/29/26
This episode covers Alphabet’s significant stock drop following weak earnings and rising AI cannibalization concerns, alongside a preview of Amazon’s upcoming report.
10AM Hour: Alphabet Shares Plunge Post-Earnings, Ares Management CEO Michael Arougheti, Doordash Delivers a Deal 10/29/26
This episode examines the economic impact of AI capital expenditure, noting that soaring spending is driving inflation and GDP growth while fueling market anxiety.
9AM HOUR: "Trillion-Dollar Club" Earnings: Alphabet Tumbles, Microsoft Rises, Eli Lilly CEO Exclusive 10/29/26
David Faber and Jim Cramer analyze diverging earnings from tech giants, contrasting Microsoft’s disciplined growth with Alphabet’s plunging shares due to slowing search ad revenue.
CNBC Investing Club: Cramer's Morning Take on GE Vernova 10/28/26
Jim Cramer highlights Vernova's strong earnings beat and robust order growth, arguing the stock is undervalued despite recent declines due to its…
11AM Hour: JLL CEO, Generac CEO & Big Tech Earnings on Deck 10/28/26
This episode covers a new AI cybersecurity warning from OpenAI CEO Sam Altman, who urges companies to prioritize AI-driven security threats.
10AM Hour: Fed Decision Day, SK Hynix Surges, Robinhood CEO on Earnings 10/28/26
This episode covers the Fed’s interest rate decision, noting strong employment data but persistent inflation concerns.
9AM HOUR: SK Hynix Leads AI Trade Revival, GE Vernova Erases Gains, Fed Decision Day 10/28/26
Squawk on the Street covers the AI trade's rebound following strong earnings from SK Hynix and GE Vernova, while discussing Sam Altman's warnings on AI cybersecurity vulnerabilities.
CNBC Investing Club: Cramer's Morning Take on Fedex 10/27/26
Jim Cramer previews his market take, highlighting UPS's volume concerns driven by Amazon, and predicting a positive FedEx earnings report.
11AM Hour: Anthropic Investor Pauline Yang, Royal Caribbean CEO & Hormel CEO 10/27/26
Pauline Yang of Altimeter Capital defends Anthropic’s upcoming IPO, highlighting its impressive cash flow and compute efficiency despite recent financing jitters.
10AM Hour: Broadcom’s Deal to Finance Anthropic’s Chips, Sofi CEO on Earnings, ‘Disruptive’ Launches New $10B Tech Fund 10/27/26
This episode of Squawk on the Street covers key economic data, including a beat on consumer confidence and new home sales, alongside a discussion on inflation pressures from steel prices.
9AM HOUR: Anthropic and the $63B AI Debt Deal, Nvidia and AMD Bet on Meta, Boeing CEO Exclusive 10/27/26
The episode analyzes a $63 billion AI infrastructure deal involving Broadcom, Anthropic, and Blackstone, while discussing the implications of…
CNBC Investing Club: Cramer’s Morning Take on EQT Corporation 10/26/26
Jim Cramer discusses recent market moves, favoring T-Mobile over Verizon and highlighting SpaceX as a strong holding.
11AM Hour: Anthropic Investor on S-1 Filing, Former Fed Vice Chair Richard Clarida & Early Read on iPhone Duo Demand 10/26/26
Anthropic’s S-1 filing reveals a novel governance structure and massive capital needs, while former Fed Vice Chair Richard Clarida discusses…
10AM Hour: Anthropic Unveils IPO Filing, Early Anthropic Investors on Growth, Meta’s $95B Share Sale 10/26/26
Anthropic files for a massive IPO, revealing $16.
9AM HOUR: Anthropic Unveils Public IPO Filing 10/26/26
This episode covers the market's reaction to Anthropic’s S-1 filing, which reveals massive compute commitments and a unique governance structure ahead of its anticipated IPO.
11AM Hour: CrowdStrike CEO, Tech Investor Dan Niles & Moderna's Vaccine Data Leak 10/23/26
Squawk on the Street covers a tech sell-off driven by AI capex concerns and a critical PHP vulnerability exploited by AI agents, featuring CrowdStrike CEO George Kurtz.
10AM Hour: Apple's Foldable Future, SpaceX Shakes Up Telecom, OpenAI’s New Valuation 10/23/26
This episode covers renewed market volatility following a tech sell-off, with Apollo’s Torsten Slott discussing capital constraints for data centers and the Fed’s rate outlook.
9AM HOUR: Apple iPhone Duo Hits Stores, Tech Extends Sell-off, Merck CEO "First on CNBC" 10/23/26
Squawk on the Street covers the launch of Apple’s new foldable iPhone, noting strong consumer demand and Apple’s shift toward domestic manufacturing in Texas.
11AM Hour: Pershing Square's Bill Ackman, Breaking Down Tech Earnings & New Web Security Flaw Uncovered 10/22/26
Roundhill CEO Dave Mazza discusses the tech sell-off, noting that memory and neocloud stocks are facing valuation pressures due to rising capital costs and Meta's increased capex guidance.
10AM Hour: Stocks Dive as Oil Spikes, Reaction to Meta and Tesla Results, IBM CEO on Demand 10/22/26
Squawk on the Street covers escalating U.
9AM HOUR: AI Trade Pain, Meta and Tesla Slide, Jensen Huang Interview 10/22/26
Hosts Carl Cantania, David Faber, and Mike Santoli analyze a volatile market driven by Meta’s raised AI capex and Tesla’s reduced spending, both of which pressured tech stocks despite earnings beats.
11AM Hour: Kroger CEO, NHL Commissioner & SpaceX Rallies on Earnings 10/21/26
Squawk on the Street covers SpaceX’s blowout earnings and a potential merger with Tesla, analyzing the massive capital needs for AI infrastructure and the threat to legacy telecom.