Squawk on the Street
- Episódios
- 1.987
- Publicação
- diária
- Último episódio
- 13 nov 2026
Sobre o podcast
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.
Episódios 1.987
11AM Hour: NVIDIA Succession, AI Credit Risk and Beauty Turnaround
November 13, 2026; 11am: Squawk on the Street breaks down NVIDIA’s leadership shock, the AI trade, credit-market signals and Cerebra Systems’ momentum after earnings. The hour also covers Estee Lauder’s …
Notas do episódio
November 13, 2026; 11am: Squawk on the Street breaks down NVIDIA’s leadership shock, the AI trade, credit-market signals and Cerebra Systems’ momentum after earnings. The hour also covers Estee Lauder’s turnaround, GTA 6’s launch stakes and Anthropic’s IPO roadshow with Jamie Dimon.
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10AM Hour: NVIDIA Fallout, AI Inflation and OpenAI Wallet
November 13, 2026; 10am: Squawk on the Street examines AI’s impact on inflation, consumer and enterprise spending, and the widening NVIDIA leadership and chip-export fallout. Gary Cohn, Alex Kantrowitz and …
Notas do episódio
November 13, 2026; 10am: Squawk on the Street examines AI’s impact on inflation, consumer and enterprise spending, and the widening NVIDIA leadership and chip-export fallout. Gary Cohn, Alex Kantrowitz and Sarah Bianchi weigh in on AI ROI, Anthropic’s IPO, U.S.-China chip controls, OpenAI’s ChatGPT Wallet, Bitcoin weakness and a Microsoft outage.
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9AM Hour: NVIDIA Fallout, Cisco AI Momentum and Hot PPI at the Open
November 13, 2026; 9am: Squawk on the Street breaks down a volatile market open as NVIDIA fallout, hot PPI, higher yields and AI-chip demand dominate trading, with Chuck Robbins detailing Cisco’s AI …
Notas do episódio
November 13, 2026; 9am: Squawk on the Street breaks down a volatile market open as NVIDIA fallout, hot PPI, higher yields and AI-chip demand dominate trading, with Chuck Robbins detailing Cisco’s AI infrastructure momentum. The hour also weighs Microsoft’s Outlook outage, Anthropic anticipation, semiconductors, Berkshire, Costco and health care leadership.
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11AM Hour: NVIDIA After Jensen Huang: CEO Exit, AI Chips and Washington Fallout
November 12, 2026; 11am: Squawk on the Street tracks NVIDIA’s market reaction after Jensen Huang’s resignation, with analysts and authors weighing the leadership vacuum, AI-chip competition, China export …
Notas do episódio
November 12, 2026; 11am: Squawk on the Street tracks NVIDIA’s market reaction after Jensen Huang’s resignation, with analysts and authors weighing the leadership vacuum, AI-chip competition, China export controls and Washington scrutiny. The hour’s key takeaway: NVIDIA remains central to the AI ecosystem, but its succession, geopolitical risk and policy exposure are now major market variables.
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10AM Hour: Nvidia CEO Resignation: Succession Risk, AI Fallout & Market Impact
November 12, 2026; 10am: Squawk on the Street covers Jensen Huang’s resignation from NVIDIA, Colette Kress’s interim CEO role, and the immediate market reaction. The hour focuses on succession risk, governance …
Notas do episódio
November 12, 2026; 10am: Squawk on the Street covers Jensen Huang’s resignation from NVIDIA, Colette Kress’s interim CEO role, and the immediate market reaction. The hour focuses on succession risk, governance questions, AI supply-chain exposure, and what the shakeup could mean for shareholders, partners, and competitors.
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9AM HOUR: Nvidia Shake-Up: Jensen Huang Resigns As CEO 11/12/26
Carl Quintanilla, Jim Cramer and David Faber provided wall-to-wall coverage of the day's biggest story: Jensen Huang resigned as Nvidia CEO one day after the New York Times reported he had a second extramarital …
Notas do episódio
Carl Quintanilla, Jim Cramer and David Faber provided wall-to-wall coverage of the day's biggest story: Jensen Huang resigned as Nvidia CEO one day after the New York Times reported he had a second extramarital affair. The chip giant appointed Colette Kress as the interim CEO — she will also maintain her role as CFO while Nvidia searches for a new chief executive. Shares tumbled more than 10% on the news. The anchors explored potential successors to Huang and discussed what's at stake for the company, its stock and the AI trade. Nvidia was hit with numerous Wall Street downgrades, while neocloud stocks such as CoreWeare and Nebius tumbled. Also in the mix: AMD among the chip and tech stocks rising in wake of the Nvidia shake-up.
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11AM Hour: Former FBI Agent on Nvidia CEO Scandal, CoreWeave Shares Surge & Jefferies TMT Investment Banking Chair 11/11/26
Former FBI Agent Robin Dreeke joins to discuss Nvidia CEO Jensen Huang's scandal and how the agency handles corporate espionage cases. Then, we break down CoreWeave's latest earnings report as shares surge this …
Notas do episódio
Former FBI Agent Robin Dreeke joins to discuss Nvidia CEO Jensen Huang's scandal and how the agency handles corporate espionage cases. Then, we break down CoreWeave's latest earnings report as shares surge this morning. Plus, Jefferies TMT Investment Banking Executive Chair Jason Greenberg joins with his outlook for tech amid the recent volatility.
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10AM Hour: CoreWeave Lifts the Tech Trade, CEO on Demand and Nvidia Partnership, Is the Biggest Risk to the Market Not the AI Trade? 11/11/26
The Nasdaq surges following strong results from CoreWeave, with the CEO weighing in on what the numbers signal for the broader AI trade. Plus, Warren Pies explains why he believes the biggest risk to markets …
Notas do episódio
The Nasdaq surges following strong results from CoreWeave, with the CEO weighing in on what the numbers signal for the broader AI trade. Plus, Warren Pies explains why he believes the biggest risk to markets isn't artificial intelligence. And Nvidia faces mounting scrutiny as new allegations involving CEO Jensen Huang emerge, fueling calls for his resignation.
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9AM HOUR: CoreWeave CEO "First on CNBC" After Stock Soars and Boosts AI Trade, Nvidia Picks Law Firm to Conduct Jensen Huang Probe 11/11/26
Carl Quintanilla, Jim Cramer and David Faber led off the show with CoreWeave shares soaring and leading stocks in the AI trade higher on the neocloud's Q3 beat and raised guidance. CoreWeave CEO Mike Intrator …
Notas do episódio
Carl Quintanilla, Jim Cramer and David Faber led off the show with CoreWeave shares soaring and leading stocks in the AI trade higher on the neocloud's Q3 beat and raised guidance. CoreWeave CEO Mike Intrator joined the program at Post 9 to talk about the company's results, strength in AI compute demand and partnership with Nvidia. Hear what Intrator said about Nvidia CEO Jensen Huang in wake of the chip giant's investigation into Huang's relationship with a suspected Chinese spy. The anchors also discussed Nvidia choosing law firm Wachtell Lipton to conduct the Huang probe, as reports surface about House Republicans considering issuing a subpoena to Huang — and a GOP senator calling for him to step down as Nvidia CEO. Also in focus: OpenAI's revenue growth; Anthropic IPO update; S&P 500 aims for back-to-back daily gains of at least 1%, the NYSE commemorates Veterans Day with a moment of silence.
Squawk on the Street Disclaimer
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CNBC Investing Club: Cramer's Morning Take on Nvidia 11/10/26
Cramer explains the real reason why this tech stock is in free fall. 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 …
Notas do episódio
Cramer explains the real reason why this tech stock is in free fall. 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
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11AM Hour: Zillow CEO, Oracle CFO & the Road to Anthropic's IPO 11/10/26
Zillow CEO Jeremy Wacksman joins to discuss why he says this is one of the toughest housing markets in the last generation. Then, Oracle CFO Hilary Maxson discusses the company's growth plans and AI ambitions …
Notas do episódio
Zillow CEO Jeremy Wacksman joins to discuss why he says this is one of the toughest housing markets in the last generation. Then, Oracle CFO Hilary Maxson discusses the company's growth plans and AI ambitions. Plus, we break down the latest details of Anthropic's upcoming IPO.
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10AM Hour: Anthropic Sets IPO Price Range, Fallout at Nvidia, David Zervos on CPI Print & Calls for Rate Hikes 11/10/26
Anthropic sets its IPO price range at $70 to $78 a share, potentially valuing the AI giant at more than $1 trillion. We break down the filing and what it could mean for the broader market. Plus, Nvidia faces …
Notas do episódio
Anthropic sets its IPO price range at $70 to $78 a share, potentially valuing the AI giant at more than $1 trillion. We break down the filing and what it could mean for the broader market. Plus, Nvidia faces fresh pressure amid allegations involving CEO Jensen Huang and a suspected Chinese spy, with corporate governance expert Nell Minow calling for his suspension. And counselor to Treasury Secretary Scott Bessent, David Zervos, reacts to the CPI print and Kansas City Fed President Logan’s call for at least two more rate hikes.
Squawk on the Street Disclaimer
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9AM HOUR: Anthropic Sets IPO Price Range, Nvidia Shares Extend Losses on Jensen Huang Investigation 11/10/26
Carl Quintanilla, Jim Cramer and David Faber delved into Anthropic's updated IPO filing: The AI giant set a price range between $70 and $78 per share — and outlined plans to price the IPO and go public next …
Notas do episódio
Carl Quintanilla, Jim Cramer and David Faber delved into Anthropic's updated IPO filing: The AI giant set a price range between $70 and $78 per share — and outlined plans to price the IPO and go public next week.
The company could end up being worth up to $1.4 trillion on a fully diluted basis. The anchors also discussed the future for Nvidia: Shares extended Monday's losses on news of the company's investigation into
CEO Jensen Huang's relationship with a suspected Chinese spy. On the inflation front: October CPI came in hotter-than-expected — and Fed Governor Christopher Waller said he supports a December interest rate hike.
Also in focus: Why SoftBank shares surged 13%; Skydance tumbles after its first earnings report since the Paramount-WBD merger; CoreWeave earnings preview.
Squawk on the Street Disclaimer
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11AM Hour: Goldman Sachs CEO David Solomon, Former Treasury Secretary Jack Lew & Nvidia Investigates CEO Jensen Huang 11/9/26
Goldman Sachs CEO David Solomon joins exclusively to discuss the markets, the AI trade and the midterms. Then, Former Treasury Secretary Jack Lew joins with his expectations for the economy. Plus, we break down …
Notas do episódio
Goldman Sachs CEO David Solomon joins exclusively to discuss the markets, the AI trade and the midterms. Then, Former Treasury Secretary Jack Lew joins with his expectations for the economy. Plus, we break down the latest details of Nvidia's investigation of CEO Jensen Huang for having a relationship with an alleged Chinese spy.
Squawk on the Street Disclaimer
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10AM Hour: Nvidia CEO Jensen Huang’s Affair with Alleged Chinese Spy, Future of the AI Trade, Gwyneth Paltrow on OpenAI Investment 11/9/26
What happens to the AI trade as Nvidia launches an investigation into CEO Jensen Huang after he admitted to having an affair with an alleged Chinese Spy. We hear from a former CIA officer about what comes next …
Notas do episódio
What happens to the AI trade as Nvidia launches an investigation into CEO Jensen Huang after he admitted to having an affair with an alleged Chinese Spy. We hear from a former CIA officer about what comes next from Washington and the company. Plus D.A. Davidson lays out the risk for stocks. And Oscar winner Gwyneth Paltrow speaks for one of the first times about her venture firm, which counts itself as a backer of OpenAI and many other Silicon Valley firms.
Squawk on the Street Disclaimer
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9AM HOUR: Nvidia Investigates Jensen Huang, Stocks Rally After 4-Week Slide 11/9/26
Carl Quintanilla, Jim Cramer and David Faber covered the big story of the morning: Nvidia shares down sharply after the company's board announced it is investigating CEO Jensen Huang's relationship with a woman …
Notas do episódio
Carl Quintanilla, Jim Cramer and David Faber covered the big story of the morning: Nvidia shares down sharply after the company's board announced it is investigating CEO Jensen Huang's relationship with a woman accused of being a Chinese spy. In an email to Nvidia staff, Huang admitted to having an affair with the woman and apologized to his family and company employees. The anchors explored what Nvidia's future would be like without Huang at the helm, President Trump's view of Huang and what's at stake for the AI trade. Nvidia rivals including AMD led a chip sector surge, helping to spark a rally on Wall Street after stocks experienced four straight weeks of losses. A slide in oil prices also boosted market sentiment. Also in focus: Cramer highlights from the CNBC Investing Club Annual Meeting on Friday.
Squawk on the Street Disclaimer
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11AM Hour: OpenAI CFO Sarah Friar, Citi's Head of AI Research Heath Terry & Former Minneapolis Fed President Gary Stern 11/6/26
OpenAI CFO Sarah Friar joins us exclusively from Pebble Beach to discuss demand for AI, the impact of the midterm elections, the company's plans to go public and much more. Then, Citi's Head of AI Research …
Notas do episódio
OpenAI CFO Sarah Friar joins us exclusively from Pebble Beach to discuss demand for AI, the impact of the midterm elections, the company's plans to go public and much more. Then, Citi's Head of AI Research joins with his take on yesterday's massive tech sell-off. Plus, Former Minneapolis Fed President Gary Stern shares his reaction to this morning's jobs number.
Squawk on the Street Disclaimer
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10AM Hour: Citigroup & PayPal CEOs, Goldman Sachs’ First Reaction to the Jobs Number, VIX Signaling a Buy Opportunity? 11/6/26
Live at the Citi TMT leadership conference in Pebble Beach, Citigroup Chair and CEO Jane Fraser, on the AI market route, a potential slowdown in data centers and the impact of the midterms. Then PayPal CEO …
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Live at the Citi TMT leadership conference in Pebble Beach, Citigroup Chair and CEO Jane Fraser, on the AI market route, a potential slowdown in data centers and the impact of the midterms. Then PayPal CEO Enrique Lores, in his first interview since taking the job. Where the company is in the turnaround process. And after a historical move in the VIX, could the volatility index be flashing a buying opportunity? A look at the historical trends. And Goldman Sachs’ Chief Economist Jan Hatzius with his first reaction to the better-than-expected jobs report.
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9AM HOUR: After the Massive Sell-Off and AI Rout, NEC Director Hassett on Jobs and Post-Election Markets 11/6/26
Carl Quintanilla, David Faber and Michael Santoli led off the show with stocks looking to rebound from their worst day in six years. Post-election jitters about the AI trade wiped out $2.5 trillion in market …
Notas do episódio
Carl Quintanilla, David Faber and Michael Santoli led off the show with stocks looking to rebound from their worst day in six years. Post-election jitters about the AI trade wiped out $2.5 trillion in market value on Thursday. Bargain hunters stepped in to buy beaten-down semis and necloud names. National Economic Council Director Kevin Hassett joined the program to discuss the stronger-than-expected jobs report — and offered reaction to President Trump blaming Democrats for the market sell-off. Jim Cramer made a surprise appearance at Post 9 before hosting the CNBC Investing Club annual meeting. Hear what he thinks investors should make of the AI rout. Also in focus: Reaction to Texas Governor-Elect Gina Hinojosa's comments on data centers; Anthropic update; Hedge funds' pain; SpaceX vs. Tesla; Airbnb rallies on earnings.
Squawk on the Street Disclaimer
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11AM Hour: Tech Stocks Sell Off, Tapestry CEO & Box CEO 11/5/26
We cover today's massive sell-off in the tech sector with insight from Janus Henderson's Richard Clode, One Point BFG Wealth Partners' Peter Boockvar and Cantor Fitzgerald's Eric Johnston. Then, Tapestry CEO …
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We cover today's massive sell-off in the tech sector with insight from Janus Henderson's Richard Clode, One Point BFG Wealth Partners' Peter Boockvar and Cantor Fitzgerald's Eric Johnston. Then, Tapestry CEO Joanne Crevoiserat joins to break down the Coach parent company's latest earnings as the stock rallies today. Plus, Box CEO Aaron Levie discusses the company's expanded partnership with Nvidia.000
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10AM Hour: Tech Stocks Plunge, Chip Stocks Have Worst Day Since March 2020, Arm CEO on Impact of Midterms and Data Center Pushback
Stocks reverse post-midterm gains with tech leading the declines. A number of chip stocks falling double digits, with prominent ETFs for the sector having their worst day since March 2020. Arm Holding CEO Rene …
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Stocks reverse post-midterm gains with tech leading the declines. A number of chip stocks falling double digits, with prominent ETFs for the sector having their worst day since March 2020. Arm Holding CEO Rene Haas reacting to the impact of an anti-data center backlash and what it means for business. Plus Allianz’s Mohamed El-Erian and Apollo’s Torsten Slok help break down how investors should be playing the sell-off.
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9AM HOUR: Dow's Big Post-Election Rally Takes a Detour, Nasdaq Sell-Off, Arm CEO "First on CNBC" 11/5/26
One day after the Dow surged more than 1,500 points in reaction to the midterm election results, Carl Quintanilla, Jim Cramer and David Faber explored what to make of the Nasdaq in sell-off mode. Chip stocks …
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One day after the Dow surged more than 1,500 points in reaction to the midterm election results, Carl Quintanilla, Jim Cramer and David Faber explored what to make of the Nasdaq in sell-off mode. Chip stocks including Nvidia, AMD and Qualcomm extended Wednesday's losses on worries Democratic control of congress could slow the AI buildout and construction of data centers. Speaking of AI, Arm CEO Rene Haas joined the program to talk about the chip designer's better-than-expected quarterly results. The anchors reacted to what Meta President Dina Powell McCormick told a tech conference about the data center backlash in wake of the midterms. Also in focus: Vice President Vance's election post-mortem and oil prices; "Faber Report" on a Liberty Media deal; Cramer previews Friday's CNBC Investing Club Annual Meeting.
Squawk on the Street Disclaimer
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CNBC Investing Club: Cramer's Morning Take on Home Depot 11/4/26
Cramer calls this home improvement retailer ‘the No. 1 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 …
Notas do episódio
Cramer calls this home improvement retailer ‘the No. 1 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
Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
11AM Hour: Stocks Rally After Midterm Elections, Circle CEO on Earnings & CVS to Split Up 11/4/26
We break down the impact of the midterm elections on tech, banks and the health care space. Then, Circle CEO Jeremy Allaire joins us to discuss the company's latest earnings, the impact of the recent Binance …
Notas do episódio
We break down the impact of the midterm elections on tech, banks and the health care space. Then, Circle CEO Jeremy Allaire joins us to discuss the company's latest earnings, the impact of the recent Binance heist and more. Plus, we break down why CVS is splitting into two separate companies.
Squawk on the Street Disclaimer
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10AM Hour: Stocks Rip on Back of Democratic Midterm Victories, Orlando Bravo on Election and Tech, AMD CEO on Data Center Demand 11/4/26
Stocks surge after a dramatic overnight reversal following Democrats’ decisive midterm election victory. Thoma Bravo founder Orlando Bravo joins Squawk on the Street to discuss what the shift in power means for …
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Stocks surge after a dramatic overnight reversal following Democrats’ decisive midterm election victory. Thoma Bravo founder Orlando Bravo joins Squawk on the Street to discuss what the shift in power means for the tech trade, while one policy expert warns the election results could bring a return to market volatility rather than a clearing event. Plus, we examine the implications for healthcare and financial stocks, and AMD CEO Lisa Su weighs in on the demand outlook following major Democratic wins in Texas. A key state for data centers.
Squawk on the Street Disclaimer
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9AM HOUR: Stocks' Post-Midterms Rally, AMD CEO "First on CNBC", CVS CEO Exclusive on Breakup Plan 11/4/26
Carl Quintanilla, Jim Cramer and David Faber discussed the big rally in stocks after Tuesday night's midterm election results: Democrats flipped the House and Senate, as well as gubernatorial seats in states …
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Carl Quintanilla, Jim Cramer and David Faber discussed the big rally in stocks after Tuesday night's midterm election results: Democrats flipped the House and Senate, as well as gubernatorial seats in states including Texas. The anchors explored what the changing balance of power could mean for the AI trade — as SpaceX, Tesla and neocloud names such as CoreWeave fell sharply. In a "First on CNBC" interview, AMD CEO Lisa Su spoke about everything from the chipmaker's quarterly beat to the future for AI in light of the Dems' victory in the midterms. CVS Health Chairman & CEO David Joyner joined the program exclusively at Post 9 to talk about the healthcare giant's plan to split into two publicly-traded companies. Also in focus: Elon Musk's X post on the midterms; Reaction to earnings from the likes of McDonald's and Uber.
Squawk on the Street Disclaimer
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CNBC Investing Club: Cramer's Morning Take on Apple 11/3/26
Cramer thinks this tech stock is still hot despite RAM price pressures. 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 …
Notas do episódio
Cramer thinks this tech stock is still hot despite RAM price pressures. 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
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11AM Hour: Apple Drops After Earnings, Election Day Expectations & Investing in the Private Markets 11/3/26
We break down earnings reports from Apple and Palantir, which have both stocks falling today. Then, Morgan Stanley's Ariana Salvatore joins with what to expect from the midterm elections today and how they …
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We break down earnings reports from Apple and Palantir, which have both stocks falling today. Then, Morgan Stanley's Ariana Salvatore joins with what to expect from the midterm elections today and how they could impact AI policy. Plus, New York Angels Board Member Bob Peck discusses the AI trade and investing in the private markets.
Squawk on the Street Disclaimer
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10AM Hour: Binance Co-CEO on Crypto Heist, Shopify President on Earnings, Wall Street’s Apple Earnings Reaction 11/3/26
Binance Co-CEO Richard Teng joins Squawk on the Street to discuss a recent crypto hack and growing concerns about digital wallet security. Plus, Shopify President Harley Finkelstein breaks down the company’s …
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Binance Co-CEO Richard Teng joins Squawk on the Street to discuss a recent crypto hack and growing concerns about digital wallet security. Plus, Shopify President Harley Finkelstein breaks down the company’s first revenue miss since 2022 and what it signals about the e-commerce outlook. And Wall Street reacts to Apple’s latest earnings as investors assess what’s next for iPhone maker.
Squawk on the Street Disclaimer
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9AM HOUR: Apple and Palantir Slide Despite Earnings Beats, Binance Co-CEO "First on CNBC" 11/3/26
Carl Quintanilla, Jim Cramer and David Faber led off the show with Apple shares under pressure: The company warned about high memory chip costs impacting gross margins — news that overshadowed a quarterly beat …
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Carl Quintanilla, Jim Cramer and David Faber led off the show with Apple shares under pressure: The company warned about high memory chip costs impacting gross margins — news that overshadowed a quarterly beat. The anchors discussed what's next for the stock — and what Apple CEO John Ternus told Jim about the iPhone Duo. Palantir also moved sharply lower despite better-than-expected results and a surge in U.S. commercial revenue. Binance Co-CEO Richard Teng joined the program in his first broadcast interview since the security incident involving a $6.3 billion crypto heist. Also in focus: What Cramer is saying about buying Nvidia and the memory chip makers; Midterm elections and the markets; Earnings winners and losers; A sneak preview of Jim's "Mad Money" interview with CrowdStrike CEO George Kurtz.
Squawk on the Street Disclaimer
Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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