Squawk on the Street
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Episodes
10AM Hour: SpaceX-Tesla Merger? Netflix’s Next Episode, Philip Morris CEO on Earnings 10/21/26
The episode analyzes the macroeconomic impact of the AI boom on manufacturing and consumer spending, noting strong demand in steel and parts despite rising fuel costs.
9AM HOUR: SpaceX Surges on Q3 Beat and Musk Comments on Potential Tesla Merger, Netflix Slides 10/21/26
SpaceX posted its first profitable quarter as a public company, with revenue surging 160% on data center deals, while Elon Musk confirmed the company is exploring a potential merger with Tesla.
CNBC Investing Club: Cramer’s Morning Take on Apple 10/20/26
The episode discusses a recent Apple downgrade by Loop Capital citing reduced iPhone shipments, contrasting short-term trading signals with the…
11AM Hour: Impactive Capital's Lauren Taylor Wolfe, Former TikTok CEO Kevin Mayer & GM Tumbles After Earnings 10/20/26
Squawk on the Street covers a market bounce driven by regional bank earnings and a renewed AI trade, while HSBC’s Max Kettner argues the recent tech…
10AM Hour: Stocks Stage Midday Reversal, Starboard’s Jeff Smith, Predicting Netflix’s Post-Earnings Move 10/20/26
This episode of Squawk on the Street covers a sharp drop in pending home sales and broader market rotation into defensive sectors like healthcare.
9am Hour: Tech Turbulence, Apple Downgraded, Live: DNI Jay Clayton 10/20/26
Jim Cramer and Carl Quintanilla analyze market volatility driven by CoreWeave’s debt concerns and a failed Korean data center deal, which has pressured AI and chip stocks.
11AM Hour: EQT Chairman, TD Bank Vice Chair & Anthropic Gets Philanthropic 10/19/26
Squawk on the Street covers a tech rebound driven by AI stocks, with CNBC’s Mike Santoli noting that rising rates are challenging valuations despite strong earnings.
10AM Hour: Geopolitical Risks for the Market, AI Rebound Coming? Fifth Third CEO on Earnings 10/19/26
The episode covers a sharp drop in homebuilder sentiment due to rising mortgage rates and a deep dive into France’s political unrest and debt crisis, which is spiking bond yields.
Squawk on the Street 10/19/26
Jim Cramer and David Faber analyze the market rebound following a sharp tech sell-off, focusing on CoreWeave’s debt concerns and the broader AI infrastructure buildout.
11AM Hour: Apple’s iPhone Duo Goes on Sale, Tesla Unveils Roadster, Proofpoint CEO on $6.3B Cyber Security Deal 10/16/26
The episode covers a volatile week for the AI trade, with guests analyzing whether recent tech sell-offs stem from narrative shifts rather than fundamental weaknesses.
10AM Hour: AI Trade Faces More Pain, Interactive Broker’s Thomas Peterffy, Citizen Financial CEO on Earnings 10/16/26
This episode examines the AI infrastructure build-out, with venture capitalist Eric Hippo drawing parallels to the dot-com era and discussing financing challenges.
9am Hour: CoreWeave Whipsaw, Tesla’s Roadster Unveil, Netflix C-Suite Shuffle 10/16/26
Squawk on the Street analyzes a volatile market week driven by rising capital costs and AI credit risks, particularly focusing on CoreWeave’s bond struggles and Anthropic’s disappointing earnings.
11AM HOUR: Squawk on the Street 10/15/26
This episode analyzes the tech sector’s sell-off driven by AI debt concerns, specifically regarding CoreWeave, and discusses the Fed’s potential response to hot inflation data.
10AM Hour: AI Trade Comes Under Fire, Bending Spoons CEO on Berkshire Investment, New Anthropic Revenue Numbers 10/15/26
Tech stocks face pressure as rising borrowing costs and political resistance to data centers fuel concerns over the AI buildout, with PPI data also showing hotter-than-expected inflation.
9am Hour: Exclusive: CoreWeave Craters, Red Hot PPI, AI Buildout Fears 10/15/26
Jim Cramer and David Faber analyze the market's sharp pullback in AI and tech stocks, driven by fears over capital constraints and rising inflation.
CNBC Investing Club: Cramer’s Morning Take on Goldman Sachs 10/14/26
Jim Cramer analyzes recent market movements, highlighting Larry Fink’s bullish outlook on capital for compute and the NVIDIA thesis.
11AM Hour: Morgan Stanley CEO, Merck CEO & Former NEC Director Gary Cohn 10/14/26
Squawk on the Street covers a hot September CPI report and its implications for the Fed, featuring former NEC Director Gary Cohn who argues against an imminent rate hike.
10AM Hour: Bank of America CEO on Earnings, FBI Arrests Saudi OpenAI Employee, Meta’s Muse Boost 10/14/26
This episode covers a hot CPI print that has doubled market odds of a Fed rate hike in October, prompting a discussion on inflation drivers and the 10-year yield.
9am Hour: Exclusive: BlackRock’s Larry Fink, CPI Runs Hot, BofA’s $1.2B Fine 10/14/26
Hosts analyze a hot September CPI report, attributing inflation to tariffs and geopolitical tensions while debating the Fed's next move.
CNBC Investing Club: Cramer’s Morning Take on Wells Fargo 10/13/26
Wells Fargo missed revenue estimates but stabilized net interest margin and controlled expenses, prompting a bullish outlook for 2027.
11AM Hour: Dell CEO on AI, Wells Fargo CFO on Earnings & UnitedHealth's Beat and Raise 10/13/26
Squawk on the Street covers a busy earnings week, highlighting mixed results from major banks like Wells Fargo and J.
10AM Hour: Banks Kick-Off Earnings Season, Apple Hits Fresh High, New Anthropic IPO Details 10/13/26
CNBC’s Squawk on the Street analyzes mixed bank earnings, noting resilient consumer spending and massive AI infrastructure investment driving the economy.
9am Hour: Big Bank Earnings, Apple’s New Home Products, UNH Jumps on Results 10/13/26
Jim Cramer and David Faber analyze major bank earnings, highlighting Goldman Sachs’ record revenue and JPMorgan’s defensive stance on AI agents.
11AM Hour: Bank Earnings on Deck, Early Facebook Investor Roger McNamee & AI vs. Humans in Health Care 10/12/26
Squawk on the Street covers a pivotal week for markets, analyzing bank earnings and inflation data with UBS CIO Ulrike Hoffmann-Purchardi.
CNBC Investing Club: Cramer’s Morning Take on Goldman Sachs 10/12/26
Jim Cramer discusses upcoming bank earnings from Wells Fargo and Goldman Sachs, highlighting potential value in Goldman despite recent volatility.
10AM Hour: Middle East Attacks Rattle Energy Markets, Social Security Commissioner, iPhone Demand Slowdown? 10/12/26
This episode covers rising oil prices following a deadly Houthi attack on Riyadh airport, with expert Brian Sullivan analyzing the disconnect between futures and actual landed crude costs.
9am Hour: Bull Market Turns 4, Starbucks/Chipotle Update, AI Deals in the Works? 10/12/26
Cramer, Quintanilla, and Faber discuss the S&P 500’s four-year bull market milestone and the widening gap between AI winners and struggling sectors like housing and semiconductors.
CNBC Investing Club: Cramer’s Morning Take on Kimberly-Clark 10/9/26
Jim Cramer details recent stock purchases, including Kimberly-Clark ahead of its merger with Kenvue and FedEx, which he views as a strong value play against UPS.
11AM Hour: FCC Chairman Brendan Carr, Apollo's Torsten Slok & Macao Gambling Revenue Lags 10/9/26
This episode covers the Trump administration's new effort to oust Fed Governor Lisa Cook and FCC Chair Brendan Carr's exclusive interview on SpaceX's spectrum acquisition.
10AM Hour: White House Opens New Lisa Cook Investigation, OpenAI’s Revenue Numbers Spook Market, Delta Cuts Outlook on Fuel Prices 10/9/26
Squawk on the Street covers a volatile market day driven by a drop in consumer sentiment and breaking news that the White House is forming a committee to investigate Fed Governor Lisa Cook.
9AM HOUR: AI Trade Rebounds, Telecom Tumbles on SpaceX Spectrum Deal, Apple Slides 10/9/26
Jim Cramer and guests debunk the OpenAI revenue confusion, clarifying that the recent sell-off stemmed from a mix-up between gross and net figures rather than a true shortfall.
CNBC Investing Club: Cramer’s Morning Take on Fedex 10/8/26
Jim Cramer analyzes current market opportunities, highlighting stocks he considers "free to trade" such as Bank of New York, Boeing, and FedEx.
11AM Hour: Goldman Sachs Chief U.S. Equity Strategist, Midterm Elections Impact on the Market & Micron to $3,000? 10/8/26
Goldman Sachs strategist Ben Snyder argues markets overprice Fed tightening risks, expecting only one more hike before rates stabilize.
10AM Hour: Pepsi CEO on Earnings, High-Rate Playbook for Banks, Skydance CEOs on Financial Outlook & Content Strategy 10/8/26
Squawk on the Street covers a sharp spike in oil prices driven by renewed tensions in Iran and Houthi attacks, alongside a resilient consumer outlook despite high energy costs.
9AM HOUR: Faber Exclusive With Skydance CEOs, Crude Oil Surges, Yields and the 'Waller Effect" 10/8/26
David Ellison and Enon Krausz discuss the strategic rationale behind the massive Paramount-Warner Bros.
CNBC Investing Club: Cramer’s Morning Take on Nvidia 10/7/26
Jim Cramer highlights the critical 1 p.
11AM Hour: Sequoia Capital Partner Shaun Maguire, Webull Shares Tumble & Apple's Smart Home Ambitions 10/7/26
Markets take a breather as tech pauses after a record run, with the 10-year yield hitting a 24-year high.
10AM Hour: Stocks Pull Back from Records, SpaceX Raising Money to Buy Nvidia Chips, New McKinsey Report on Job Impact from AI 10/7/26
Squawk on the Street covers rising 10-year Treasury yields and their impact on mortgage rates, with market expert Rebecca Patterson discussing AI-driven debt issuance and fiscal risks.
9AM HOUR: Stocks Pull Back From Record Highs, Marvell CEO Exclusive, "Halftime Report" Rings NYSE Opening Bell 10/7/26
Squawk on the Street covers a volatile market session driven by a massive $39 billion 10-year Treasury auction and a $40 billion SpaceX bond offering led by Apollo to fund AI chips.
11AM Hour: Undersecretary of Defense Emil Michael, Former White House Coordinator for the Middle East & New AI Model Competition 10/6/26
Squawk on the Street covers President Trump’s new AI superintelligence force, featuring DoD Undersecretary Emil Michael on military tech and AI liability.
10AM Hour: UBS CEO on U.S. Growth, Russia Plague Risks, Nuclear Power Deal 10/6/26
Squawk on the Street covers the S&P 500 and Nasdaq hitting record highs, with Ed Yardeni attributing the rally to strong U.
9AM HOUR: Stocks Hit Record Highs, CrowdStrike CEO on AI and Stock Surge, Skydance Era Begins 10/6/26
Hosts Jim Cramer, David Faber, and Carl Quintanilla discuss the market's momentum, driven by AI stocks like NVIDIA and AMD, and the official closing of the Paramount Skydance acquisition.
11AM Hour: Dan Niles on Tech, Brazil Stocks Rally & AI Hearing Today 10/5/26
This episode covers market volatility driven by rising 10-year yields and AI optimism, featuring veteran investor Dan Niles discussing his bullish stance on Meta and NVIDIA.
10AM Hour: 5-10% Pullback Coming? C.H. Robinson CEO of Deal for RXO, Former DOJ Antirust Chief on AI Regulation 10/5/26
Lori Calvacina warns that rising bond yields and worsening sentiment could trigger a 5% to 10% market pullback, despite resilient stocks.
9AM HOUR: Nvidia's Record Run, Sam Altman Makes the Rounds, Yields Keep Rising 10/5/26
CNBC’s Squawk on the Street discusses Nvidia’s record run and the ongoing debate over AI safety, contrasting Sam Altman’s risk-acceptance stance with Dario Amodei’s caution.
11AM Hour: September Jobs Below Expectations, Mortgage Rates on the Rise & Domyn CEO on AI 10/2/26
Squawk on the Street analyzes a weaker-than-expected September jobs report, with former Fed President Gary Stern arguing it supports an October rate hike despite market expectations for a pause.
10AM Hour: G7 To Release 100M Barrels of Oil, Nike Goes off Track, Goldman’s First Reaction to Jobs Report 10/2/26
Squawk on the Street covers a soft US jobs report that eased bond yields and lifted equities, prompting Goldman Sachs chief economist Jan Hatzius to argue the Fed may not need further rate hikes.
9AM HOUR: Stocks Rally and Yields Fall on Jobs Report, Tesla Delivers, Nike Tumbles 10/2/26
Hosts Carl Cantine and Jim Kramer analyze the market's positive reaction to a weak jobs report, which boosted odds of a Fed rate pause and triggered a rally in small caps and bonds.
CNBC Investing Club: Cramer’s Morning Take on Micron 10/1/26
Jim Cramer discusses Micron's recent stock decline, arguing that despite strong fundamentals and record contracts, the market is respecting downside momentum.
11AM Hour: FTC Investigates AI Companies, Nike Earnings on Deck & Former Fed Vice Chair Alan Blinder 10/1/26
Squawk on the Street covers the market's reaction to softer inflation data and the upcoming September jobs report, with former Fed Vice Chair Alan Blinder discussing the potential for a rate hold.