Squawk on the Street

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...

The third hour of CNBC’s "Squawk on the Street" with Carl Quintanilla and Sara Eisen is broadcast each weekday from the floor of the New York Stock Exchange, with the up-to-the-minute news investors need to know and interviews with the most influential CEOs and greatest market minds. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about...

Energy Secretary Chris Wright joins Squawk on the Street to discuss the future of nuclear power in the U.S., the administration’s approach to Iran sanctions, and the outlook for domestic energy production. Plus, Apple’s latest price increases put the spotlight on rising memory costs as AI demand sends memory-chip stocks soaring.   Squawk on the Street Disclaime r Hosted by Simplecast, an AdsWizz c...

Carl Quintanilla, David Faber and Michael Santoli led off the show with tech and the AI Trade: Shares of Micron soared after the memory chip maker posted a blowout quarter. Apple announced it is hiking prices on MacBooks and iPads due to the memory chip crunch. Shares of the iPhone maker fell sharply, helping to drag the Nasdaq into negative territory in Thursday's trading and erasing the optimism...

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 hea...

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 e...

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 fir...

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...

How is Wall Street valuing software companies in the age of artificial intelligence? Twilio CEO Khozema Shipchandler discusses the changing software landscape, AI adoption, and how his company is positioning itself for the next wave of growth. Plus, Meta’s former head of news warns about the growing challenge of ensuring AI-generated information is accurate. And Apollo in focus as investors submit...

Carl Quintanilla, David Faber and Sara Eisen covered all of the bases on the tech-fueled global market sell-off: South Korea's Kospi tumbled ten percent from a record closing high — as chipmakers Samsung and SK Hynix fell by double digits and weighed on shares of their U.S. counterparts; AI spending fears impact "Magnificent 7" stocks; SpaceX shares briefly fell below Friday's post-IPO opening pri...

As Wall Street remembers former Federal Reserve Chair Alan Greenspan, Squawk on the Street examines the parallels—and key differences—between today’s market enthusiasm and the era that gave rise to Greenspan’s famous "irrational exuberance" warning. Plus, SpaceX shares pull back again, but one analyst is becoming even more bullish, raising his price target despite the selloff. And Apollo President...

Carl Quintanilla and Sara Eisen kicked off the hour with fresh news out of SpaceX before turning to a sell-off in Alphabet shares with veteran tech investor Dan Niles. Plus: energy prices also falling as the U.S.-Iran deal talks make progress... What could come next - with one former diplomat that played a key role in Obama's Iran nuclear deal.  Elsewhere this hour: a read on airline stocks - and...

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, w...

The Club says this tech giant could benefit from rising memory prices. 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 Inv...

Michael Santoli and Sara Eisen kicked off the hour with the state of stocks following Fed Chairman Warsh's hawkish press conference - and more on the key tech stories of the day, from Apple's price hike warning to a new partnership sending Intel shares surging. Plus: oil prices falling as the U.S. and Iran sign a preliminary cease-fire deal, hear one energy market veteran break down the move and w...

David Faber and Sara Eisen broke down the days biggest movers - from a new Apple partnership sending Intel shares surging to another day of losses for SpaceX. Plus: hear a deep-dive on what Fed Chairman Warsh's inflation battle could mean for investors still expecting rate cuts, and more on Accenture's results with the company's CEO - as those shares plunge double-digits and even hit stocks of com...

Jim Cramer and David Faber kicked off the show with a look at shares of Intel surging after President Trump said the company will partner with Apple on U.S. chip design. The anchors also shifted to a WSJ report that Apple must raise prices on its products to offset the surging costs of memory chips. Also in the mix; the desk discussed Warsh’s debut as Fed Chairman, a day after the committee held r...

The third hour of CNBC’s "Squawk on the Street" with Carl Quintanilla and Sara Eisen is broadcast each weekday from the floor of the New York Stock Exchange, with the up-to-the-minute news investors need to know and interviews with the most influential CEOs and greatest market minds. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about...

SpaceX shares trade lower for the first time since the company’s public debut, raising questions about what comes next. We break down what the options market is signaling about investor expectations for the stock. Plus, HPE CEO Antonio Neri joins the show to discuss the company’s new partnership with Nvidia and how it plans to capitalize on the growing demand for AI infrastructure. And new governm...

The opening hour of CNBC’s "Squawk on the Street" with Carl Quintanilla, Jim Cramer and David Faber is broadcast each weekday 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. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company...

Former Federal Reserve Governor Stephen Miran joins Squawk on the Street to discuss the economic outlook ahead of Fed Chair Kevin Warsh’s first policy meeting as chair, as investors look for clues on the path of interest rates and inflation. Plus, oil prices react to reports of a potential Middle East peace deal, reshaping expectations for global energy markets. And Qualcomm lays out the company’s...

SpaceX briefly surpasses Microsoft to become the world’s fourth-most valuable company, and a new market for SpaceX options gives investors another way to bet on the stock. Then Coinbase CEO Brian Armstrong discusses the company’s latest product announcement and the next phase of crypto innovation. Plus, former Israeli Ambassador to the U.S. Michael Oren weighs in on the evolving relationship betwe...

Cramer says he likes this legacy tech stock more than Nvidia. 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 Cl...

Wall Street is tracking a historic milestone as SpaceX surpassed Amazon and briefly eclipsed Microsoft by market value. Meanwhile, President Trump continued discussions on Iran at the G7 summit, keeping geopolitical tensions in focus. Plus, Robinhood announced job cuts, slashing 10% of the workforce. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for...

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 t...