Squawk on the Street

CNBC

CNBC’s “Squawk on the Street” with Carl Quintanilla, Jim Cramer, David Faber and Sara Eisen is broadcast 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.

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2,930 episodes
Updated Friday

Episodes2930

Newest first

Friday · 2 min
CNBC Investing Club: Cramer’s Morning Take on Linde 7/31/26
The Club says this stock’s pullback is a good buying opportunity. 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 Disclaimer
Friday · 46 min
11AM Hour: Thoma Bravo Managing Partner Holden Spaht, Kalshi Board Member on New York Lawsuit & Big Tech Earnings Breakdown 7/31/26
We break down Amazon and Apple's latest quarters with both stocks heading in opposite directions today. Then, Thoma Bravo Managing Partner Holden Spaht joins to discuss how he's looking at the software sector right now. Plus, Kalshi Board Member Brian Quintenz joins with his reaction to New York State suing the prediction market company today. Squawk on the Street Disclaimer
Friday · 43 min
10AM Hour: Apple and Amazon Results, Situational Awareness Latest, Dallas Fed President on Rate Dissent 7/31/26
The latest developments surrounding hedge fund Situational Awareness and what they could mean for AI investors. And we break down earnings from Apple and Amazon, highlighting the biggest takeaways for Big Tech, capex outlook, and the next phase of the AI trade. Plus, Dallas Fed President Lorie Logan explains her dissent from the Federal Reserve’s latest policy decision, offering insight into the debate over the path of interest rates. Squawk on the Street Disclaimer
Friday · 42 min
9am Hour: Amazon Surges and Apple Sinks, Chevron CEO "First on CNBC," Aschenbrenner Update 7/31/26
David Faber and Jim Cramer led off the show with reaction to the latest mega-tech earnings: Amazon shares surged on quarterly results boosted by cloud growth, while Apple shares sank on guidance that disappointed investors — and overshadowed a Q3 beat in Tim Cook's final earnings report as Apple CEO. Chevron CEO Mike Wirth joined the program to discuss oil prices and his company's biggest quarterly profit in at least six years. Also in focus: David's update on AI investor Leopold Aschenbrenner a
Thursday · 3 min
CNBC Investing Club: Cramer’s Morning Take on Corning 7/30/26
Cramer says this stock is sticking to its long term plan. 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 Disclaimer
Thursday · 43 min
11AM Hour: Shell CEO & JLL CEO on Earnings, The Fed's Hawkish Hold & Big Tech's Earnings Split 7/30/26
With Meta and Microsoft heading in opposite directions after reporting results, Janus Henderson Technology Portfolio Manager Richard Clode joins to discuss how investors should navigate this earnings season. Then, Former Philadelphia Fed President Patrick Harker reacts to the Fed's hawkish hold and Chairman Warsh's press conference. Plus, the CEOs of Shell and JLL join after reporting earnings that beat estimates. Squawk on the Street Disclaimer
Thursday · 43 min
10AM Hour: Leopold Aschenbrenner’s Hedge Fund Situational Awareness Sells All Public Positions, Jersey Mike’s CEO on IPO, Meta & Microsoft Earnings Reaction 7/30/26
David Faber reports that one of AI’s most closely watched voices, Leopold Aschenbrenner’s hedge fund Situational Awareness, has sold its entire portfolio of public investments. We examine what the move could signal for AI investors. Plus, Jersey Mike’s CEO joins along with Danny DeVito and Eli Manning to discuss the company’s public market debut. And we break down Wall Street’s reaction to earnings from Microsoft and Meta as investors assess the next phase of the AI trade. Squawk on the Street
Thursday · 48 min
9am Hour: Microsoft Soars, Meta Tumbles, Starbucks and Arm CEOs 7/30/26
One day after the sell-off sparked by Fed Chairman Warsh's comments at his post-Fed rate decision news conference, Carl Quintanilla, Jim Cramer and David Faber explored mega-tech earnings and the AI trade: Microsoft shares soared and Meta shares tumbled in reaction to their respective quarterly results and AI spending guidance. Starbucks CEO Brian Niccol joined the program to discuss higher sales and upbeat guidance that lifted the stock. Arm Holdings CEO Rene Haas spoke about the company's AI-f
Wednesday · 3 min
CNBC Investing Club: Cramer’s Morning Take on P&G 7/29/26
Cramer says he's changing course on this consumer stock. 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 Disclaimer
Wednesday · 42 min
11AM Hour: The Case for a Rate Hike, CEOs of Mondelēz and Teva on Earnings 7/29/26
Could the Federal Reserve's next move be a rate hike? Renaissance Macro Head of Economics Neil Dutta joins Squawk on the Street to make the case. Plus, Mondelez CEO Dirk Van de Put discusses better-than-expected earnings, consumer demand, and what's driving growth for the maker of Oreo. And Teva CEO Richard Francis breaks down the company's raised full-year outlook, the latest quarterly results, and what's ahead for its drug pipeline. Squawk on the Street Disclaimer
Wednesday · 43 min
10AM Hour: SOFI CEO, Zuckerberg’s AI Vendetta, SK Hynix Results Fail to Impress 7/29/26
SoFi CEO Anthony Noto joins Squawk on the Street after the stock tumbles despite record quarterly net revenue, explaining the results and outlook for the fintech company. Plus, AI skeptic Ed Zitron weighs in on Mark Zuckerberg’s warning that artificial intelligence power is becoming too concentrated among a handful of frontier labs. And we examine the volatile memory-chip trade as SK Hynix reverses higher following a 250% surge in revenue. Squawk on the Street Disclaimer
Wednesday · 42 min
9am Hour: Fed Decision Day: SK Hynix Effect on Chips, Dow Tumbles, Oil Surges 7/29/26
Carl Quintanilla, Jim Cramer and David Faber covered a lot of bases, engaged in spirited discussions about the AI trade and weighed in on the Fed ahead of its Wednesday decision on interest rates. The chip sector was under pressure once again after SK Hynix's earnings missed lofty expectations. The Dow tumbled after crude oil prices surged on new developments surrounding the U.S.-Iran conflict, including President Trump's blunt message about attacking Iran. Also in focus: Meta CEO Mark Zuckerber
Tuesday · 3 min
CNBC Investing Club: Cramer’s Morning Take on Corning 7/28/26
Cramer says this materials stock is too volatile to buy back. 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 Disclaimer
Tuesday · 44 min
11AM Hour: PulteGroup CEO on Housing Market, Atlanta Falcons CEO on Turnaround Plan & Big Tech's Big Week 7/28/26
PulteGroup CEO Ryan Marshall joins to discuss his outlook for the housing market, the company's latest earnings and more. Then Atlanta Falcons CEO Greg Beadles discusses the team's turnaround strategy ahead of the 2026 season. Plus, Citi Research Global Head of Tech & Communications Heath Terry shares his take on the tech sector ahead of key earnings this week. Squawk on the Street Disclaimer
Tuesday · 41 min
10AM Hour: New Coca-Cola CEO’s First Broadcast Interview, UPS CEO on Earnings, Southern Company CEO on Data Center Buildout 7/28/26
Shares of Coca-Cola hit an all-time high on the back of results. CEO Henrique Braun sits down for his first interview since taking over the job, live from the company’s headquarters in Atlanta. Then the CEO of UPS on the back of results and the “glide down” of its business with Amazon. And the CEO of utility Southern Company, on the data center buildout and power demand. Squawk on the Street Disclaimer
Tuesday · 43 min
9am Hour: Chip Sell-Off and Pain in the AI trade, Boeing CEO Exclusive, Coca-Cola Surges 7/28/26
Carl Quintanilla, Jim Cramer and David Faber led off the show with the extension of the chip sector sell-off as AI jitters sparked buying in other groups: The software sector among the tech winners, while the Dow received a boost from Coca-Cola — whose earnings beat sent the stock to a record high. Speaking of Dow components, Boeing CEO Kelly Ortberg joined the program to discuss the company's Q2 results and why the stock has slumped over the past twelve months. Also in focus: The anchors discu
Monday · 3 min
CNBC Investing Club: Cramer’s Morning Take on Intel 7/27/26
The Club bought shares of this tech giant and could buy more if the sell-off continues. 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 Disclaimer
Monday · 44 min
11AM Hour: Dan Niles on Tech Earnings, Looking Ahead to the Fed & AI's Circular Funding 7/27/26
Niles Investment Management Founder Dan Niles joins with his expectations for big tech earnings this week. Then, Former Fed Economist Vincent Reinhart shares his outlook for rates ahead of the upcoming Fed meeting. Plus, we discuss the implications of AI's circular funding economy as OpenAI is in talks with Nvidia to help fund a data center project. Squawk on the Street Disclaimer
Monday · 42 min
10AM Hour: SEC Chair on IPO Market, D-Wave Quantum CEO on AT&T Partnership, What Oil Prices Signal for Stocks 7/27/26
SEC Chair Paul Atkins joins Squawk on the Street to discuss the state of the IPO market, what’s driving the recent pickup in new listings, and the outlook for companies waiting to go public. Plus, D-Wave Quantum CEO Alan Baratz explains the company’s expanded partnership with AT&T and what it means for the commercialization of quantum computing. And Evercore’s Julian Emanuel breaks down what falling oil prices signal for stocks, inflation, and the broader market outlook. Squawk on the Street Di
Monday · 42 min
9am Hour: Mega-Tech Earnings Week, Stocks Jump, Oil Prices Tumble 7/27/26
Carl Quintanilla, Jim Cramer and David Faber explored a big week for earnings — led by tech giants Microsoft, Amazon, Apple and Meta. Hear Cramer's eye-opening comments about Nvidia shares. The anchors also discussed stocks on the rise, fueled by the slide in oil prices after the U.S. and Iran halted strikes over the weekend. Also in focus: Nvidia reportedly in talks to provide a $250 billion backstop for OpenAI as part of a data center project, Morgan Stanley analyst Adam Jonas' note on SpaceX

Squawk on the Street

CNBC Investing Club: Cramer’s Morning Take on Linde 7/31/26

11AM Hour: Thoma Bravo Managing Partner Holden Spaht, Kalshi Board Member on New York Lawsuit & Big Tech Earnings Breakdown 7/31/26

10AM Hour: Apple and Amazon Results, Situational Awareness Latest, Dallas Fed President on Rate Dissent 7/31/26

9am Hour: Amazon Surges and Apple Sinks, Chevron CEO "First on CNBC," Aschenbrenner Update 7/31/26

CNBC Investing Club: Cramer’s Morning Take on Corning 7/30/26

11AM Hour: Shell CEO & JLL CEO on Earnings, The Fed's Hawkish Hold & Big Tech's Earnings Split 7/30/26

10AM Hour: Leopold Aschenbrenner’s Hedge Fund Situational Awareness Sells All Public Positions, Jersey Mike’s CEO on IPO, Meta & Microsoft Earnings Reaction 7/30/26

9am Hour: Microsoft Soars, Meta Tumbles, Starbucks and Arm CEOs 7/30/26

CNBC Investing Club: Cramer’s Morning Take on P&G 7/29/26

11AM Hour: The Case for a Rate Hike, CEOs of Mondelēz and Teva on Earnings 7/29/26

10AM Hour: SOFI CEO, Zuckerberg’s AI Vendetta, SK Hynix Results Fail to Impress 7/29/26

9am Hour: Fed Decision Day: SK Hynix Effect on Chips, Dow Tumbles, Oil Surges 7/29/26

CNBC Investing Club: Cramer’s Morning Take on Corning 7/28/26

11AM Hour: PulteGroup CEO on Housing Market, Atlanta Falcons CEO on Turnaround Plan & Big Tech's Big Week 7/28/26

10AM Hour: New Coca-Cola CEO’s First Broadcast Interview, UPS CEO on Earnings, Southern Company CEO on Data Center Buildout 7/28/26

9am Hour: Chip Sell-Off and Pain in the AI trade, Boeing CEO Exclusive, Coca-Cola Surges 7/28/26

CNBC Investing Club: Cramer’s Morning Take on Intel 7/27/26

11AM Hour: Dan Niles on Tech Earnings, Looking Ahead to the Fed & AI's Circular Funding 7/27/26

10AM Hour: SEC Chair on IPO Market, D-Wave Quantum CEO on AT&T Partnership, What Oil Prices Signal for Stocks 7/27/26

9am Hour: Mega-Tech Earnings Week, Stocks Jump, Oil Prices Tumble 7/27/26