Squawk Pod

Disney’s first quarter earnings report beat estimates and revealed multiple new deals, releases and events in the year ahead. Disney’s new CFO Hugh Johnston discusses the  media giant’s investment in Epic Games , its plan for an ESPN sports streaming service, and Taylor Swift’s Eras Tour, soon available on Disney+. Plus, NBC’s Chief International Correspondent Keir Simmons is  on the ground in Ira...

Disney-owned ESPN, Warner Bros. Discovery, and Fox are launching a joint sports streaming platform this year, with each party owning a third of the newly formed company. Sports entrepreneur and Kevin Durant’s long-time agent Rich Kleiman says he likes the media move, for sports and for athletes, although many factors–like the cost for consumers and the name of the venture–are still unknown. Plus,...

Billionaire investor Leon Cooperman forecasts that  stocks could see losses this year, while long-duration Treasury yields could test higher again. The Omega Family Office chairman and CEO also discusses the latest market trends, the Fed’s rate path decision, state of the economy, antisemitism on campus, the 2024 Presidential race, Elon Musk, and more.  Shares of Palantir popped Tuesday , a day af...

Episode 3, Catching a Spy: CNBC’s Eamon Javers reveals the fate of Xu Yanjun, the spy from China that targeted GE and one of its engineers.  He also talks to the leaders of the Senate Intelligence Committee, FBI Director Christopher Wray and China experts to find out what key U.S. industries are in the crosshairs of China’s plans for global economic domination and what risks this poses to U.S. bus...

Episode 2, Tricks of Tradecraft: CNBC’s Eamon Javers talks to a former chief of counterintelligence at the CIA, James Olson, whose expertise from his 31-year career makes him essential to understanding the case of a spy from China who targeted GE’s jet engine trade secrets.  Javers also interviews aviation analysts to discuss the challenges China faces in building its own commercial passenger plan...

Episode 1, A Spy Finds His Target: CNBC Documentaries dives into the undercover world of economic espionage and details an illicit campaign by China’s government to steal high tech trade secrets from some of the biggest companies in the United States.  Correspondent Eamon Javers follows the story of Xu Yanjun, a Chinese government spy who targeted GE and one of its engineers in an attempt to steal...

Senators have unveiled  a $118B bipartisan deal for international aid and border security , but it might face resistance in the House. Senator Mark Warner (D-Virginia) explains the package and his greatest security concerns after the  U.S. and U.K. military strikes in Syria, Iraq, and Yemen . Just Capital is out with the  JUST 100, the annual ranking  of U.S. companies on 20 core issues and 5 key...

Becky Quick and Joe Kernen are live at AT&T Pebble Beach Pro Am. The two sit down with AT&T CEO John Stankey to discuss sponsoring the golf tournament, the company’s latest earnings report, future of communications, and more. Plus, back in New York, Andrew Ross Sorkin is trying on the Apple Vision Pro along with The Wall Street Journal’s Senior Personal Technology Columnist Joanna Stern. She gives...

CEOs from the top social media companies  testified yesterday on Capitol Hill about safeguarding children on their respective platforms. Arturo Béjar, former Facebook engineering director and former Instagram consultant, discussed key takeaways, what companies can do to safeguard their apps, and more. Frank Luntz, FIL Inc. pollster and political strategist, discusses the state of the 2024 race and...

A Delaware judge has  invalidated Tesla CEO Elon Musk's $56 billion pay package, citing the board's failure to prove its fairness and lack of evidence regarding negotiations. Thousands have been  laid off across the tech industry , including at Microsoft, Alphabet, eBay, and PayPal. Alex Kantrowitz, founder of Big Technology, considers  AI’s impact on the workforce . Starbucks lowered its same sto...

The Federal Reserve begins its two-day meeting today, deciding whether to cut interest rates, raise them, or hold them steady. Allianz chief economic advisor Mohamed El-Erian discusses his expectations for this week’s meeting, as well as the bigger picture of the U.S. in context with  the EU’s economy . Wall Street  billionaires are fundraising for Presidential hopeful Nikki Haley today; Puck’s fo...

Presidential hopeful Nikki Haley says she’ll stay in the race for the White House at least through Super Tuesday. After three  U.S. troops were killed in a drone strike in Jordan , Haley shares how she’d manage tensions with Iran and conflict in the region, as well as  her plan to secure America’s borders . The Federal Trade Commission is taking a close look at big tech’s deals for AI innovators;...

NBA legend Dwyane Wade has launched a new podcast,  “The Why with Dwyane Wade.” The businessman, author, philanthropist, and newly Oscar-nominated documentary producer discusses his attitude toward lifelong learning and his commitment to tell impactful stories on his platforms. President Biden has paused approvals for U.S.  exports from new liquefied natural gas projects . Secretary of Energy Jenn...

GDP in the fourth quarter of 2023 increased 3.3%, beating economist expectations. After Tesla reported  a miss on revenue and profit in its fourth quarter , CNBC’s Phil Lebeau explains the results and the slowing growth for EV makers across the board. Plus, gearing up to the general election, Financial Services Committee Chair Rep. Patrick McHenry (R-North Carolina) discusses the push to get deals...

Nikki Haley has lost to Donald Trump in  the New Hampshire primary , but she’s staying in the race. Pollster and strategist Frank Luntz discusses her chances of succeeding in the next primary, in her home state of South Carolina. After multiple manufacturing issues in the last few years,  Boeing’s CEO Dave Calhoun is meeting with lawmakers on Capitol Hill. One leader he’s meeting: Senator Jerry Mo...

The  New Hampshire primary is underway! New Hampshire Governor Chris Sununu discusses the current face-off between Nikki Haley and former President Donald Trump, and explains the importance of momentum for Haley’s White House bid.  United Airlines reported its fourth quarter results , but investors are zeroed in on the airline’s first quarter forecast. CNBC’s Phil LeBeau and United CEO Scott Kirby...

Florida Governor Ron Desantis has pulled out  of the Presidential race ahead of  the New Hampshire primary . Joe Kernen, Becky Quick, and Andrew Ross Sorkin digest his announcement and his new endorsement of former President Donald Trump. During last week’s World Economic Forum in Davos, AI took center stage; Palantir co-founder and tech investor/entrepreneur Joe Lonsdale shares his projections fo...

In a special episode of Squawk Pod, Joe Kernen, Becky Quick, and Andrew Ross Sorkin are speaking with Coca-Cola CEO James Quincey at the World Economic Forum in Davos, Switzerland. Quincey shares different AI innovations shaking up the world of Coke, including Marshmello (the DJ) flavors, and Times Square Coke Christmas cards. Looking ahead, he considers the marketing opportunities generative AI c...

In a special episode of Squawk Pod, Joe Kernen, Becky Quick, and Andrew Ross Sorkin are speaking with Bank of America CEO Brian Moynihan at the World Economic Forum in Davos, Switzerland. Moynihan explains his economic outlook for 2024, where he expects U.S. Fed policy to go, and the strength and demand of the global consumer.    In this episode: Becky Quick,  @BeckyQuick Joe Kernen,  @JoeSquawk A...

In a special episode of Squawk Pod, Joe Kernen, Becky Quick, and Andrew Ross Sorkin are speaking with Goldman Sachs CEO David Solomon at the World Economic Forum in Davos, Switzerland. In his exclusive interview after Goldman’s fourth quarter financial report, Solomon explains the numbers and the firm’s shift to asset and wealth management. After a tumultuous 2023 for his firm and for the macroeco...

In a special episode of Squawk Pod, Joe Kernen, Becky Quick, and Andrew Ross Sorkin sit down with designer, philanthropist, and fashion icon Diane von Furstenberg at the World Economic Forum in Davos, Switzerland. Furstenberg made her iconic wrap dress 50 years ago, and she’s been uniting women through fashion ever since. At Davos, she’s highlighting intention and manifestation, encouraging other...

In a special episode of Squawk Pod, Andrew Ross Sorkin sits down with Palantir CEO Alex Karp at the World Economic Forum in Davos, Switzerland. A CEO consistently unafraid to speak out, Karp is urging fellow leaders to stand up to antisemitism. The Ukrainian military and the Israeli Defense Ministry use Palantir technology in their respective war efforts, and Karp expects his technology to continu...

In a special episode of Squawk Pod, Joe Kernen, Becky Quick, and Andrew Ross Sorkin are at the World Economic Forum in Davos, Switzerland, where they’re speaking with Morgan Stanley’s new CEO Ted Pick. In his first interview as the bank’s chief, Pick discusses his predecessor James Gorman’s legacy and his strategy for growing the bank moving forward. After the company’s latest quarterly report , P...

In a special episode of Squawk Pod, Joe Kernen, Becky Quick, and Andrew Ross Sorkin are at the World Economic Forum in Davos, Switzerland, where they’re speaking with Blackstone co-founder, chairman, and CEO Steve Schwarzman. The head of the world’s largest alternative asset manager ($1T AUM) and a longtime investor in China, Schwarzman discusses opportunities in global real estate and China’s eff...

In a special episode of Squawk Pod, Joe Kernen, Becky Quick, and Andrew Ross Sorkin are at the World Economic Forum in Davos, Switzerland, where they’re speaking with JPMorgan Chase CEO Jamie Dimon. He takes a hard look at American political tribalism in the wake of the Iowa Presidential Caucus, and he considers the trajectory of the U.S. economy. Plus, Dimon says that China is gladly opening up t...