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Squawk Pod

CNBC

Squawk Pod is a daily, guided curation of the top moments and takeaways from CNBC’s flagship morning show, “Squawk Box”, anchored by Joe Kernen, Becky Quick and Andrew Ross Sorkin. Each day, the podcast includes news making interviews, perspective and analysis from iconic guest hosts, and slices of debate and discussion—from the heated to the hilarious— all wrapped with exclusive context and color from Senior Producer Katie Kramer.

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Yesterday · 45 min
Jensen Huang Resigns: What’s Next, & Who is Alice Huang? 11/12/26
Nvidia CEO Jensen Huang has resigned from his role, and Nvidia CFO Colette Kress will step in as interim CEO. In China, CNBC’s Beijing bureau chief Eunice Yoon explains Chinese perceptions of the scandal and of Alice Huang, and she reports what she’s hearing from chip smugglers in China. In Washington, CNBC’s Eamon Javers dives into the personal details at play in the scandal and the potential legal fallout. In New York, CNBC’s Jim Cramer joins Joe Kernen, Becky Quick, and Andrew Ross Sorkin to
Wednesday · 44 min
Across the Aisle in 2027: Working with Rep. Jim Jordan 11/11/26
After House Republicans elected Rep. Jim Jordan (R-OH) as House GOP Leader, former Republican Congressman Patrick McHenry discusses his party’s path forward. On the other side of the aisle, Rep. Pete Aguilar (D-CA) is running (unopposed) for House Majority Whip. He shares his plan for working with Jim Jordan and other hardline MAGA lawmakers. Then, more angles to the “sexpionage” scandal at Nvidia: what it means for the AI chip economy, and what it could mean for Jensen Huang’s company shares. C
Tuesday · 39 min
Anthropic’s IPO Set, GTA VI Pre-Sales, & Nvidia’s Scandal 11/10/26
Anthropic has set its IPO price range between $70 and $78 per share, aiming to list on November 19th. CNBC’s Leslie Picker reports on the company’s valuation and what’s at stake for the entire AI ecosystem in that debut, and Anthropic investor Lo Toney discusses Anthropic’s newest financials. Also expected on November 19th: Grand Theft Auto VI. Strauss Zelnick, CEO of the title’s owner Take-Two Interactive, shares his company’s latest financial results and optimism heading into the game’s highly
Monday · 36 min
Jensen Huang & A Suspected Chinese Spy 11/9/26
Nvidia CEO Jensen Huang has admitted to having an affair with Alice Huang, a business executive who intelligence agencies have identified as a spy for China. The Nvidia board has begun an independent investigation, and U.S. officials including Secretary of State Marco Rubio have raised concerns about Jensen Huang’s relationship. CNBC’s Eamon Javers reports on the scandal and the national security risks at play. Journalist and author of “The Thinking Machine: Jensen Huang, Nvidia and the World's
November 6 · 56 min
Blue to Red: Ron Baron, Tarek Mansour on Market Drops & Midterms 11/6/26
Two days after election day, the Nasdaq notched its largest single-day dollar loss on record after $2.5 trillion in market cap was wiped out from AI, neoclouds, and other tech companies. At play is Democratic state governance and regulation, potential data center slowdown, and the overall tech debt landscape. Anthropic’s IPO could become the fulcrum of the entire tech ecosystem, thanks to circular financing deals in tech and AI. Then, billionaire investor Ron Baron has been invested in Elon Musk
November 5 · 38 min
The Aftershock: Tech’s Reaction to a Blue Wave 11/5/26
After the Democrats flipped both the House and the Senate, The Information CEO and founder Jessica Lessin discusses tech’s allegiances across different administrations, including how Silicon Valley’s politics may swing with power shifts on Capitol Hill. AI pioneer Kai-Fu Lee, former lead at Google China and at Microsoft China, has penned a new book on leadership: “AI Native.” Most CEOs, he says, are going about the AI revolution all wrong. Lee also believes there’s room for China and the U.S. to
November 4 · 47 min
A Blue Tsunami: Maryland Gov. Wes Moore 11/4/26
Democrats have flipped the House and the Senate in a “blue tsunami” that swept the nation. Pollster and strategist Frank Luntz shares his own exit polling data and considers the motivating factors for many Republicans who voted Democrat in the midterms. Luntz argues, the votes were more a rejection of the GOP than they were an embrace of the left. Then, one Democrat fresh off his reelection win: Maryland Governor Wes Moore. Considered a potential candidate for the 2028 election, Governor Moore d
November 3 · 50 min
Election Day with Bill Ackman & Rahm Emanuel 11/3/26
Happy election day! Results from the midterms could impact CEOs, dealmaking, and the regulatory landscape; CNBC’s Megan Cassella reports on the key races Wall Street is watching. Hedge funder Bill Ackman, with nearly $33 billion under management at Pershing Square, shares his perspective on the markets as the midterms begin. While he’s personally invested in SpaceX, he views the company as too uncertain for inclusion in his hedge funds. Rahm Emanuel, former White House Chief of Staff for Preside
November 2 · 44 min
Bill Murray, Ken Chenault, & Knowing Your Roots 11/2/26
In a new travelogue docuseries, actor, comedian, and avid golfer Bill Murray joins friend and author Tom Coyne on a trip through Ireland’s golf courses. Bill and Tom share their journeys with Ireland, their own family roots, and their respective golf games. American Express CEO of 20 years Ken Chenault now serves as Chairman of the famed venture firm General Catalyst. He’s penned a book about his lessons from the C-suite, both on leadership and on citizenship: “Equal to the Task: A Life Forged B
October 30 · 34 min
The Largest Crypto Hack & Google’s Worst Day 10/30/26
Binance was hacked in the largest crypto heist ever, impacting $6.3 billion, and Alphabet stock suffered its worst day since Google went public in 2004, dropping 13% on Thursday and wiping out roughly $500 billion in market cap. Just days away from the U.S. midterms, Representative Suzan DelBene (D-WA) addresses her party’s hopes for voters as they cast ballots with affordability in mind. As Chair of the Democratic Congressional Campaign Committee, Rep. DelBene also addresses the Democrats’ voti
October 29 · 41 min
Gary Cohn & Chris Sununu: The Fed, AI, & the Midterms 10/29/26
Fed Chair Kevin Warsh announced that the Federal Reserve is holding interest rates steady. CNBC’s Steve Liesman breaks down the decision, and former director of the National Economic Council Gary Cohn looks to the Fed’s future, risks in the AI economy, and what’s coming for consumers. Former New Hampshire Governor Chris Sununu (R) now leads the Airlines for America trade organization, and he warns that jet fuel prices will continue to feel pressure from the Iran war. He’s watching his own brothe
October 28 · 40 min
California’s Billionaire Tax & Global Hot Spots 10/28/26
California voters will decide next week whether to impose a one-time 5% tax on residents worth more than $1 billion. Paris School of Economics Professor Gabriel Zucman joins to advocate for the proposal while Stanford’s Joshua Rauh explains why it will generate far less revenue than projected. Former U.S. Ambassador to NATO Kurt Volker breaks down the pockets of unrest around the world: Houthis in Yemen, protests in Europe, and the ongoing war in Ukraine. The Israeli elections still have no clea
October 27 · 36 min
Anthropic’s IPO Details, Building ‘The Sims,’ & the World Bank 10/27/26
Anthropic’s S-1 is out! Wall Street, Silicon Valley, and Squawk Box are dissecting it and what it means for the AI ecosystem and other AI IPOs. CNBC’s Leslie Picker unpacks the eye-popping numbers and the remaining questions after the landmark filing. Microsoft is offering voluntary buyouts to 27% of its total workforce as the company ramps up its spend on AI compute power. In an exclusive conversation, World Bank President Ajay Banga explains the AI opportunities around the world, including in
October 26 · 30 min
Brazil & Europe, Elon Musk & Neocloud “Guppies” 102626
SpaceX has secured a $40 billion debt financing package, Ukraine is disputing Elon Musk’s claim that the country violated Starlink’s terms, and Elon Musk himself is weighing in on neocloud companies, comparing their life spans to those of guppies. In Brazil, Luiz Inácio Lula da Silva won a fourth term, and in Europe, protests rage on. Editor in Chief of The Economist Zanny Minton Beddoes argues that the unrest has little to do with immigration, and everything to do with citizens deeply frustrate
October 23 · 29 min
OpenAI’s Next Round, SpaceX’s Big Plans, & Reforming the MBA Program 10/23/26
OpenAI is working on a $30 billion funding round from Coatue and the UAE, among others, which would bring the company’s valuation up to $1.25 trillion before Anthropic’s imminent IPO. Elon Musk's ambitions for SpaceX include a merger with Tesla and a strategy for cell towers. President Trump reportedly asked Elon Musk to restore Ukraine’s access to Starshield, but Business school professor Christopher Marquis wants to reform MBA programs, and Moderna’s new vaccine data is good news for melanoma
October 22 · 35 min
The Nasdaq’s AI IPOs, Tesla’s Q3, Gloomy Economic Sentiment 10/22/26
Ahead of Anthropic’s highly-anticipated IPO on the Nasdaq, Nasdaq CEO Adena Friedman discusses her exchange’s strategy to win listings in the AI IPO race. Tesla reported its latest financials as the board considers the details of a SpaceX-Tesla merger. CNBC’s Steve Liesman shares the results of his latest All-America Economic Survey: sentiment on the economy is about as gloomy as it was immediately after the pandemic. Plus, former Bridgewater CIO Rebecca Patterson has penned a book of investing
October 21 · 54 min
Musk Floats Mega-Merger, United CEO on Airfares & Fuel 10/21/26
SpaceX shares jumped after it reported surging revenue growth and Elon Musk floated a potential merger of the company with Tesla. Altimeter Capital’s Brad Gerstner says Musk needs to make sure a deal is fair for Tesla shareholders and expects at least a 30% premium to where the stock trades today. United Airlines slashed its profit outlook as fuel costs continue to bite. CEO Scott Kirby says airfares will have to go up in order for carriers to be profitable. Brad Gerstner - 18:18 Scott Kirby -
October 20 · 33 min
Unrest in Europe & LeBron’s Season Debut 10/20/26
In Europe, it’s an autumn season of unrest. Council on Foreign Relations President Michael Froman discusses protests across France, Belgium, Italy, and other EU nations as politics, affordability, and upcoming elections collide for frustrated citizens. Froman also considers the path forward for the war in Ukraine, particularly after President Trump, Russian President Putin, and Chinese President Xi are considering a trilateral meeting about the conflict. OpenAI is reportedly aiming to accelerate
October 19 · 36 min
Rare Disease Progress, Tech Charity, & the Elizabeth Holmes Doc 10/19/26
From the White House, National Economic Council Director Kevin Hassett emphasizes consumer sentiment as key to interpreting economic and inflation data. As national cases of the measles rise, former FDA Commissioner Dr. Scott Gottlieb discusses public health and the FDA’s launch of its Rare Disease Framework Initiative for drug development. Russian President Putin has floated a summit between himself, Chinese President Xi, and President Trump to discuss ending the war in Ukraine. Ukrainian Pres
October 16 · 42 min
AI Czar Jay Clayton & John Legend Loves Dogs 10/16/26
The White House “Super Intelligence” task force held its first meeting yesterday amid growing calls to regulate AI. The group’s chair Jay Clayton joins us on his takeaways from the meeting and why the U.S. needs to be wary of foreign espionage attempts related to AI. Singer and songwriter John Legend’s pet food brand “Kismet” is sponsoring an upcoming Halloween dog parade in New York City. The EGOT-winner talks about why he built the business and his growing portfolio outside of music. Plus, Fed

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