Podcast
Squawk on the Street
Hosted by CNBC · EN
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.
381episodes
Episodes
Newest firstAll episodes
11AM Hour: Thoma Bravo Managing Partner Holden Spaht, Kalshi Board Member on New York Lawsuit & Big Tech Earnings Breakdown 7/31/26
2w ago00:46:36Tap to summarizeWe 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 Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Transcribe →10AM Hour: Apple and Amazon Results, Situational Awareness Latest, Dallas Fed President on Rate Dissent 7/31/26
2w ago00:43:31Tap to summarizeThe 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 Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Transcribe →9am Hour: Amazon Surges and Apple Sinks, Chevron CEO "First on CNBC," Aschenbrenner Update 7/31/26
2w ago00:42:07Tap to summarizeDavid 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 and the unwinding of many of his hedge fund's trades, the high-flying stocks that took a major hit in July, Samsung and SK Hynix shares soar and propel South Korea's Kospi to an 18% gain, Microsoft's record-breaking one-day market cap gain. 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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CNBC Investing Club: Cramer’s Morning Take on Corning 7/30/26
2w ago00:03:47Tap to summarizeCramer 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 Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Transcribe →11AM Hour: Shell CEO & JLL CEO on Earnings, The Fed's Hawkish Hold & Big Tech's Earnings Split 7/30/26
2w ago00:43:16Tap to summarizeWith 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 Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Transcribe →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
2w ago00:43:26Tap to summarizeDavid 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 Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Transcribe →9am Hour: Microsoft Soars, Meta Tumbles, Starbucks and Arm CEOs 7/30/26
2w ago00:48:06Tap to summarizeOne 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-fueled results that boosted the stock. Also in focus: Sources tell David that AI investor Leopold Aschenbrenner's hedge fund unwound all of its public stock positions due to steep losses; Earnings winners and losers; Jersey Mike's goes public. 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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CNBC Investing Club: Cramer’s Morning Take on P&G 7/29/26
2w ago00:03:46Tap to summarizeCramer 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 Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Transcribe →11AM Hour: The Case for a Rate Hike, CEOs of Mondelēz and Teva on Earnings 7/29/26
2w ago00:42:54Tap to summarizeCould 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 Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Transcribe →10AM Hour: SOFI CEO, Zuckerberg’s AI Vendetta, SK Hynix Results Fail to Impress 7/29/26
2w ago00:43:25Tap to summarizeSoFi 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 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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