Squawk on the Street

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 reven...

CVC Marathon Managing Partner Bruce Richards joins with his reaction to today's global bond market sell-off. He also shares his outlook for the private credit market and where he sees opportunity right now. Then, Kalshi Board Member & Former CFTC Commissioner Brian Quintenz joins to discuss the regulatory landscape for prediction markets as headwinds continue to grow. Plus, we bring you the detail...

Cramer explains why he is bullish on this home improvement retailer. 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 Inves...

Global bond yields surge to multi-decade highs, adding fresh pressure to tech stocks and raising new questions about the outlook for markets. On today’s Squawk on the Street , Evercore’s Roger Altman breaks down what’s driving the historic moves in rates and what they could mean for investors. Plus, former Assistant Attorney General Jonathan Kanter weighs in as a major trial gets underway alleging...

Carl Quintanilla and Jim Cramer discussed what to make of the global bond sell-off that sent stocks falling, especially in the tech sector. The anchors explored why Home Depot shares erased earlier gains despite the company's better-than-expected Q2 results. Also in focus: Opening arguments begin Tuesday in Meta's federal trial on child safety; Klarna plunges; Diesel crack tops $100/barrel; Anthro...

Cramer says investors should go for this stock if they want exposure to memory. 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 C...

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.ads...

Berkshire Hathaway makes a major bet on Alphabet, boosting its stake in the second quarter and making the Google parent its third-largest position. On today’s Squawk on the Street , we break down what may be behind the move. Plus, Brown Harris Stevens CEO Bess Freedman explains why she says the pied-à-terre tax is already chilling New York City real estate. And Ferrari’s new EV sets an auction rec...

Carl Quintanilla and Jim Cramer led off the show with tech as a market bright spot: Sandisk, Western Digital and Micron rallied after The Wall Street Journal reported Commerce Secretary Lutnick urged Apple not to buy Chinese memory chips. The anchors discussed Anthropic amid reports its revenue has skyrocketed as the AI startup prepares to go public. President Trump's comments on the Iran war also...

Disney CEO Josh D'Amaro joins to discuss his vision for the company, the outlook for parks, streaming strategy and much more. Then, we break down how Apple's newly opened manufacturing site in Texas fits into the company's playbook. Plus, we discuss the latest headwinds facing the prediction markets and how they could impact regulation moving forward. Squawk on the Street Disclaimer Hosted by Simp...

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 th...

Carl Quintanilla, Morgan Brennan, and David Faber broke down the massive rally in memory stocks and the AI trade with the CEO of SanDisk; that stock is up more than 3,000% over the last full year of trading. The desk also hit shares of SpaceX, which continue to climb after rallying from their August lows. Also in the mix: the anchors highlighted a U.S. 30-year bond auction that came at the highest...

CoreWeave CEO Andrew Feldman joins to break down the company's latest earnings report that sent the stock tumbling today. Then, Tapestry CEO Joanne Crevoiserat discusses the Coach and Kate Spade parent company's quarterly results. Plus, Rick Caruso joins ahead of the reopening of the Palisades Village after a more than $100 million rebuild following the LA wildfires. Squawk on the Street Disclaime...

Databricks CEO Ali Ghodsi joins Squawk on the Street with new financials after closing a $5 billion funding round at a $190 billion valuation, discussing growth and a possible IPO timeline. Plus, Bullish CEO Tom Farley weighs in on the beaten-down crypto market after the exchange’s latest results. And two of the world’s largest container shipping companies detail how the closure of the Strait of H...

Carl Quintanilla, Jim Cramer, and David Faber discussed this morning’s PPI print, with wholesale prices coming in flat in July, below expectations. They then turned to tech, bringing in Cisco Chair & CEO Chuck Robbins to discuss the company’s latest earnings; shares fell despite a beat and record revenue. Later in the hour, Cramer discussed Tapestry’s rough quarter after the stock dropped double d...

Cramer says this semiconductor giant’s stock has a very good chance of breaking out. 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/morningt...

Former Treasury Secretary Jack Lew joins with his reaction to this morning's inflation data and the recent U.S.-Japan Yen intervention. Then, Quantinuum CEO Raj Hazra joins to break down the company's first earnings report since going public in June. Plus, we bring you the details of Google's new Pixel lineup and how it ramps up the competition ahead of Apple's September hardware event. Hosted by...

Former Disney CEO Bob Iger and Thrive Capital founder Josh Kushner are set to buy the Los Angeles Lakers, marking a major shakeup for one of sports’ most valuable franchises. Then Goldman Sachs Chief U.S. Economist David Mericle breaks down the latest CPI report and what it means for inflation and the Fed. Plus, Lumentum CEO Michael Hurlston joins the show after earnings to discuss demand for the...

Carl Quintanilla, Jim Cramer, and David Faber started the hour by breaking down this morning’s inflation print, with CPI rising 0.1% in July and the annual inflation rate coming in at 3.4%. The desk then brought in CoreWeave CEO Mike Intrator to discuss his company’s strong Q2 results, which sent the stock surging by double digits at the open. Also in AI, SpaceX CEO Elon Musk outlined how AI reven...

The Club is adding a position in this memory chip giant. 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 Di...

Invitation Homes CEO Dallas Tanner joins in his first interview since the Trump Administration's housing bill became law. Then, the CEO of eToro joins us after the trading platform's latest earnings report. We also speak to Goldman Sachs' Co-Head of Global Commodities on where he sees oil prices heading from here. Plus, don't miss an update on NYC Mayor Mamdani's pied-à-terre tax. Squawk on the St...

Nvidia’s half-trillion-dollar financing deal with Wall Street’s biggest lenders signals a new phase in the AI infrastructure boom. On today’s Squawk on the Street , tech investor Byron Deeter breaks down what the deal means for capital markets and the future of AI investment. Plus, we preview two closely watched earnings reports from CoreWeave and Super Micro that could shape sentiment across the...

Carl Quintanilla, Jim Cramer, and David Faber broke down the impact of Nvidia’s massive $500 billion AI infrastructure partnership with six Wall Street giants, including Goldman Sachs, BlackRock, and Apollo. Also in tech, the desk discussed Intel upsizing its stock offering to $20 billion at $95 per share to keep up with AI demand. After the opening bells, they also broke down energy prices and th...

Goldman Sachs Asset Management Co-Head of Private Credit James Reynolds joins with his outlook for the private credit space and where he's finding opportunity right now. Then, we speak to Randy Mastro, the lawyer representing a group of New York City homeowners suing over the rollout of Mayor Mamdani's pied-à-terre tax. Plus, we bring you the details of Intel's new $15 billion stock offering and M...

SpaceX rallies back to its IPO price after Friday’s sharp rebound, one portfolio manager explains why the stock has become one of his largest bets. Plus, a top economist makes the case that the Federal Reserve won’t raise interest rates this year, even as inflation remains a key concern for investors. And we break down Berkshire Hathaway’s latest earnings, including CEO Greg Abel putting more of t...