Podcast appearances and mentions of Carl Quintanilla

Carl Quintanilla and Jim Cramer led off the show with the weaker-than-expected September jobs report. Stocks rallied and yields moved lower on the news, which fueled hopes the Fed will stand pat on rates later this month. The anchors reacted to breaking news from Tesla: The EV maker's third-quarter deliveries came in stronger than expected. Nike shares tumbled after the company issued disappointing guidance, posted a Q1 revenue miss amid slump in China sales and announced more layoffs ahead as part of a restructuring. Also in focus: A new name for the soon-to-be combined Paramount-Warner Bros. Discovery; Oil prices fall on reports European countries are mulling the release of diesel and crude reserves; Why memory chip stocks are under pressure; Elon Musk slams Delta's CEO in an X post; Cramer gets a hug from a New York Giants legend.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.

Carl Quintanilla and Jim Cramer explored what to expect from the markets in Q4 and October, after a rough month for the Dow and the worst September for the financial sector since 2023. Hear how high Jim thinks Meta shares could go. Micron Chairman & CEO Sanjay Mehrotra joined the program exclusively to discuss AI and the company's blowout quarter, which failed to lift the stock. The global bond sell-off continues, including the U.S. 10-year yield rising to levels not seen since 2002. Also in focus: Crude oil and diesel's 3-month win streak; President Trump's take on a diesel export ban; Surging mortgage rates; What Airbnb CEO Brian Chesky told CNBC about AI doomsday talk; Accenture soars; Outgoing Mattel CEO Ynon Kreiz to become Co-CEO of the combined Paramount-Warner Bros. Discovery once that merger closes.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.

Carl Quintanilla and Jim Cramer covered all of the bases on AI, including President Trump saying he and tech titans signed a "morally binding" AI agreement at the White House on Thursday. Check out a montage of tech executives commenting on AI safety -- featuring OpenAI's Sam Altman, Anthropic's Dario Amodei, Nvidia's Jensen Huang and Meta's Dina Powell McCormick. The anchors reacted to tamer than expected inflation data: PCE held steady in August, up 3.4% year-on-year. CoreWeave CEO Mike Intrator joined the show and discussed the company's first customer on Nvidia's Vera Rubin platform. Also in focus: Rising yields setting the stage for October markets; September and Q3 winners and losers; Moderna gets slapped with a "Sell" rating; Microsoft shares poised for their best quarter in 28 years; Mattel picks a new CEO. 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.

Carl Quintanilla and Jim Cramer led off the show with AI on center stage: A Reuters report about Anthropic's IPO prospectus; Tech titans and President Trump set to meet at the White House on Tuesday to discuss AI; A preview of Jim's "Mad Money" interview with Meta President Dina Powell McCormick. The anchors delved into smart ring maker Oura postponing its IPO due to market uncertainty. Also in focus: Netflix gets an upgrade; Carnival surges; AMD's $8.2 billion AI acquisition; Consumer stocks' weakness; MongoDB the day after its shares tumbled on news its CEO was departing for a senior position at Meta.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.

Carl Quintanilla and Jim Cramer led off the show with a double dose of news from Nvidia: The company said it is adding a record-setting $150 billion to its share repurchase program. The tech giant also unveiled a software platform to prevent AI agents from misbehaving. Hear what Nvidia CEO Jensen Huang told CNBC about the "Open Agent Safety Platform." The anchors discussed stocks under pressure as Treasury yields and oil prices jumped — after President Trump rejected Iran's proposal to reopen the Strait of Hormuz. Shares of MongoDB tumbled after the company announced its CEO C.J. Desai is departing to take a senior position at Meta. Also in focus: Meta's "Muse" rally cools; Walmart's AI message; SpaceX launches its Starship rocket into orbit; Cramer highlights a group of stocks that has more than doubled year-to-date; Anthropic CEO Dario Amodei gets spoofed on NBC's "Saturday Night Live." 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.

Carl Quintanilla, Leslie Picker and Michael Santoli delved into the stock market's moves with Treasury yields above 5%. A live report from the White House one day after President Trump's state dinner for Chinese President Xi: Jensen Huang and Elon Musk were among the tech titans in attendance. The anchors reacted to what Huang said on Ezra Klein's podcast about shutting down AI labs. Also in focus: A follow-up on Oracle declaring a "force majeure" on a New Mexico data center project; Meta's "Muse" rally and $2 trillion valuation watch; Akamai surges on Anthropic cloud deal; Microsoft revamps its Copilot app by adding AI tools; Another downgrade for Nike; Costco earnings reaction, oil prices fall on developments surrounding the Iran conflict.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.

Carl Quintanilla, David Faber and Morgan Brennan explored stocks extending Wednesday's losses and long bond yields rising to levels not seen since 2004. A live report from Beijing as global markets watch developments surrounding the U.S.-China summit between Presidents Trump and Xi. Oracle shares fell sharply on a report which says the company sent a "Force Majeure" notice about a data center project. The anchors discussed Meta debuting new $1,299 VR glasses and a "Muse Charm" handheld device — and reacted to what CEO Mark Zuckerberg said on Joanna Stern's podcast about this month's launch of Meta's "Muse" AI agent. Also in focus: Crude oil and diesel prices rise; Starbucks to close 250 stores; Barry Diller withdraws his takeover bid for MGM Resorts; Aerospace and defense stocks in bear territory.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.

Carl Quintanilla, David Faber and Sara Eisen discussed the AI trade that sparked the Nasdaq and Nasdaq 100 to record highs. Meta is one of the big catalysts: Shares continued their week-to-date double-digit surge on news surrounding the company's "Muse" AI agent. McDonald's Investor Day: Hear Carl's exclusive with the company's CEO Chris Kempczinski. Also in focus: KB Home and General Mills fall on earnings; "Faber Report" on an activist hedge fund urging Devon Energy to explore strategic alternatives; Oil in the midst of a five-day losing streak; A live report from Iowa farm country on record high diesel prices as a midterm election campaign issue; President Trump U.N. Speech aftermath; First Lady Melania Trump rings the NYSE opening bell.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.

Carl Quintanilla, David Faber and Sara Eisen covered new record highs for the Nasdaq: The index piggybacking off Monday's AI trade rally fueled by Meta's double-digit gain. The anchors discussed stories involving AI fears and data center jitters, impacting delayed IPOs and politics. David outlined the road ahead for Paramount Skydance after the company reached a settlement with state attorneys general regarding its acquisition of Warner Bros. Discovery. Also in focus: Crude oil prices on track for a fifth consecutive daily decline; New highs for diesel; What JPMorgan Chase CEO Jamie Dimon told CNBC-TV18 in India about inflation; Soccer superstar Kylian Mbappé on why he left Nike for sportswear company On; Netflix downgraded; President Trump at the United Nations to address the U.N. General Assembly. 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.

Carl Quintanilla, Kelly Evans and Michael Santoli discussed tech leading a stock rally to begin the week, as both oil prices and bond yields pulled back. The anchors reacted to Nvidia CEO Jensen Huang blasting AI "doomsday narratives" in an interview with CBS News. Warner Bros. Discovery among Monday's biggest gainers, on hopes of a Paramount settlement with California and other states regarding the planned merger between both companies. Also in focus: Accenture shares jump on Anthropic partnership; U.S.-China summit look-ahead; Meta "Muse" effect; Treasury Secretary Bessent talks to CNBC; Media vs. the White House after President Trump's "banning" of MS Now, CNN and Politico; Secretary of State Marco Rubio rings the NYSE opening bell; Phil LeBeau's driverless truck journey.Disclosure: CNBC and MS NOW are divisions of Versant Media.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.

Carl Quintanilla, Jim Cramer and David Faber explored what's next for the markets after Thursday's post-Fed rate hike rally — which marked the best day for the Nasdaq and S&P 500 since early August. The anchors also discussed Warren Buffett stepping down as chairman of Berkshire Hathaway. A big day for Apple: Its iPhone 18 lineup debuted in stores worldwide. Cramer spoke about what Apple CEO John Ternus told him at the company's flagship store in New York City. Also in focus: The Federal Reserve releases an independent review of the 2023 Silicon Valley Bank collapse; Record-high diesel prices' impact on the economy; Netflix downgraded; Wells Fargo bank analyst Mike Mayo's note on financial regulation and the midterms; Big banks in correction territory; All things AI. 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.

Carl Quintanilla, David Faber and Sara Eisen discussed what to make of stocks rallying one day after the Fed's first interest rate hike since 2023. Falling oil prices and bond yields added to the positive sentiment on Wall Street. AI safety once again in the spotlight: In a blog post, OpenAI disclosed six new instances of what it calls "unexpected or concerning" behavior in its AI models, along with a new framework to track model "misalignment." Workday shares rallied on David's reporting: According to his sources, the company is continuing its take-private financing efforts. Also in focus: Salesforce's fiscal 2030 revenue target exceeds estimates; Generac soars on a generator deal with Amazon; The king and "AI" — Britain's King Charles meets with Nvidia CEO Jensen Huang and other top executives in Scotland about AI safety.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.

Carl Quintanilla, Jim Cramer and David Faber discussed the markets bracing for Wednesday's Fed decision on interest rates, with Wall Street expecting a hike for the first time since 2023. Inflation in focus: As diesel prices hit fresh record highs, the anchors weighed on companies warning about fuel prices impacting their bottom lines. Hear how Nvidia CEO Jensen Huang doubled down on the AI doomsday scenario while speaking to Jim on "Mad Money" Tuesday night. OpenAI CFO Sarah Friar and Salesforce CEO Marc Benioff also joined Cramer on that show with their takes on AI safety. Also in focus: Meta CEO Mark Zuckerberg's social media posts on AI alignment and safety; Strategist Ed Yardeni cuts his year-end S&P 500 price target, retail sales' August rebound, Katy Perry's eye-opening comment to Cramer about AI.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.

Carl Quintanilla, David Faber and Sara Eisen covered lots of AI news moving the markets: Chip stocks tumbled after AI industry leaders called for an AI slowdown. Anthropic CEO Dario Amodei set the tone with his essay on the topic. OpenAI CEO Sam Altman and SpaceX and Tesla CEO Elon Musk were among those who agreed with what Amodei wrote. Altman told Fortune he is ruling out an OpenAI IPO for 2026. The anchors also discussed crude oil, gasoline and diesel prices surging ahead of this week's Fed meeting and decision on interest rates. Also in focus: President Trump's take on AI fears, former President Obama reportedly told Democrats to focus on AI oversight, Microsoft's "Humanist AI Code of Conduct," software stocks rally, retail stocks downgraded, 18 years since Lehman Brothers' bankruptcy filing. 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.

Carl Quintanilla, Jim Cramer and David Faber remembered a tragic day in U.S. history: 25 years ago, the September 11 terror attacks killed almost 3,000 people. The anchors shared their recollections of that day.The program aired a montage of how CNBC covered the attacks in 2001. Moments of silence were observed in New York City and at the Pentagon, NYSE, Nasdaq and CBOE. Also in focus: Stocks jump as oil prices pull back; August CPI inflation data ahead of next week's Fed decision on interest rates; Diesel surpasses $6 per gallon for the first time; Oracle shares rallied on a quarterly beat fueled by AI demand; The latest on AI fears; "Faber Report" — sources say Leopold Aschenbrenner's firm Situational Awareness has been buying options positions in certain stocks. Find out which ones David is talking about.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.

Carl Quintanilla and Jim Cramer led off the show with hotter-than-expected wholesale inflation data: The August Producer Price Index rose 5.4% from year-ago levels. WTI Crude joined Brent with prices surpassing $100 per barrel, while diesel prices extended record highs. The anchors reacted to the latest comments from former Anthropic and OpenAI researcher Jacob Coxon, after his social media post stated that "people building AI earnestly believe that it could kill us all by the end of the decade." Also in focus: Apple's new foldable "iPhone Duo" and its $1,999 price tag; What the CEOs of AT&T and CrowdStrike told David Faber at Goldman Sachs' Communacopia conference; Meta gets upgraded; What to expect from Oracle's after-the-bell earnings; President Trump pledges a $5,000 "dividend" to each adult American if the Republicans retain control of the House and Senate in November's midterm elections.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.

Carl Quintanilla, Jim Cramer and David Faber reacted to fresh warnings involving AI safety. One Anthropic researcher who resigned from the company accused the startup and its rival OpenAI of "gambling with our lives," while a current Anthropic researcher said he believes there is a more than 10% chance of AI "killing all humans." At the Goldman Sachs Communacopia + Technology Conference in San Francisco, David interviewed CoreWeave CEO Mike Intrator about AI and the data center backlash. Cramer explained the significance of higher oil prices' impact on the markets, after Brent crude surpassed $100/barrel for the first time since July. Also in focus: What to expect from Wednesday's Apple's product event; What Airbnb's CEO told David about AI fears; Shares of Jersey Mike's surge on its first earnings report since going 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.

Carl Quintanilla and Jim Cramer began the show with OpenAI's latest warning about the pace of AI development, with the company's chief scientist saying that “no one is prepared for the consequences of a continued rapid rise in machine intelligence.” The desk also discussed AI beneficiaries, including Qualcomm and Amazon, which announced a new data center infrastructure partnership. After the bell, the anchors highlighted the sharp drop in Novartis shares following three drug trial setbacks.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.

Carl Quintanilla, Leslie Picker and Michael Santoli explored market reaction to the much stronger-than-expected August jobs report. National Economic Council Director Kevin Hassett joined the program live from the White House with his take on the numbers, inflation and the case for holding rates steady. Heading into a big holiday travel weekend, AAA said diesel prices hit a new all-time high with a national average of $5.85 per gallon. The anchors discussed Tesla shares falling one day after its Cybercab launch event in Austin, Texas. Also in focus: Volkswagen to cut an additional 50,000 jobs, Lululemon shares plunge on guidance as a new CEO gets ready to take the helm, Adobe chooses a new CEO, Microsoft CEO Satya Nadella sells $43 million worth of company stock, Big tech under fire — Hollywood style.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.

Carl Quintanilla and Jim Cramer led off the show with the M&A story of the day: Nvidia has agreed to acquire AI platform Hugging Face for nearly $13 billion. Hear what Nvidia CEO Jensen Huang told CNBC about the deal. Also on the AI front: Shares of Broadcom fell despite a Q3 beat, while Snowflake soared on better-than-expected quarterly results and upbeat guidance. The anchors also discussed diesel prices nearing a record high and gasoline prices continuing to rise as the U.S-Iran conflict intensifies. Also in focus: Meta rallies; Microsoft to begin disclosing Azure quarterly revenue; Salesforce shares erase their losses for the year; The debate over data centers with two months to go before the midterm elections.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.

Carl Quintanilla, Jim Cramer and David Faber discussed inflation fears sending the 10-year note yield to multiyear highs as oil prices remain elevated. The anchors reacted to what Treasury Secretary Scott Bessent said at the G20 meetings about energy prices and the AI data center backlash. Speaking of AI: Dell shares surged on a blowout quarter and upbeat guidance, fueled by stronger AI server demand. In Venezuela, Brian Sullivan interviewed Chevron CEO Mike Wirth about the energy giant's plan to invest $7 billion and double production in the South American country over the next five years. Also in focus: What OpenAI CEO Sam Altman said on a podcast about what he calls "unsustainable silliness"; Shares of CrowdStrike and Palo Alto Networks slide; MongoDB tumbles. 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.

After a positive August for stocks, Carl Quintanilla, Jim Cramer and David Faber explored the challenges facing the stock market in September, including moves in Treasurys: The 10-year note yield hit highs not seen since January 2025. According to David's sources, Anthropic agreed to a $35 billion computing deal with Nvidia-backed cloud provider Lambda. The anchors discussed the future for Apple on John Ternus' first day as CEO. Hear what Elon Musk told the G20 meetings about AI and robotics. Also in focus: Oil prices jump as military strikes continue in the U.S.-Iran conflict. 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.

Carl Quintanilla, Jim Cramer and David Faber set the stage for Friday's keynote speech by Fed Chairman Kevin Warsh at the Kansas City Fed's economic symposium in Jackson Hole, Wyoming: The anchors explored what's at stake for the markets and the economy. Nvidia capped a blowout earnings report with a $442 billion surge in valuation, the second-largest one-day gain behind Microsoft's record-setting $450 billion jump in July. Marvell shares fell sharply despite a quarterly beat and raised guidance. Also in focus: PayPal tumbles after Advent and Stripe reportedly abandon their bid to buy the company; Merger partners decide to scrap their $14.5 billion deal; Affirm rallies; Gap soars; Anthropic's legal victory against the Pentagon; More than 100 companies sign on to an open letter calling for "collective action on cyber defense." 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.

On a big day for the AI trade, Carl Quintanilla, Jim Cramer and David Faber covered all of the bases on Nvidia's blowout quarter and bullish sales outlook that boosted the stock and the chip sector. Hear what Nvidia CEO Jensen Huang said to Jim on "Mad Money" about the tech giant's growth prospects. Salesforce shares soared on a Q2 beat, raised guidance and an expanded partnership with Anthropic. Also in focus: What Salesforce CEO Marc Benioff and Anthropic CEO Dario Amodei told Cramer on CNBC; CrowdStrike surges; Dollar Tree and Dollar General shares make big moves in opposite directions; Best Buy slides; Fed Chairman Warsh's Jackson Hole speech just one day away; Where's the beef? Why Wendy's shares tumbled. 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.

Carl Quintanilla, Jim Cramer and David Faber led off the show with breaking news involving a landmark social media addiction case: Meta agreed to pay $16.7 billion in a settlement with a coalition of state attorneys general led by California. The anchors also set the stage for Nvidia's earnings due out after Wednesday's close of trading — and explored what's at stake for both the AI trade and the markets overall. Ahead of Friday's keynote by Fed Chairman Warsh at the Jackson Hole Fed symposium, PCE — the Fed's preferred inflation gauge — rose more than expected in July, with Core PCE matching economists' forecasts. Also in focus: OpenAI claims its new Jalapeño chip outperforms Nvidia processors, Intuit tumbles, Bill Gates' AI warning, Mark Walter's TWG Global blasts "attacks" and denies fraud amid a federal probe. 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.

Carl Quintanilla, Jim Cramer and David Faber discussed the chip sector rebounding from Monday's weakness, as well as Nvidia looking to snap a seven-day-losing streak — its longest such streak since 2022 — ahead of the chip giant's much-anticipated earnings due out after Wednesday's close of trading. The anchors reacted to Stanley Druckenmiller's op-ed in The Wall Street Journal, in which the legendary hedge fund manager called the Treasury Department's bond intervention a "mistake," adding that the government needs to "let the bond market speak." Shares of Dick's Sporting Goods plunged on lowered guidance: Hear Jim compare the retailer's challenges with Nike's woes. Also in focus: U.S.-Canada trade war intensifies, SpaceX's morning launch, Elon Musk's AI vision, Cramer on beaten-down Netflix shares.   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.

One day after the worst session for the Dow and S&P 500 since late July, Carl Quintanilla, David Faber and Sara Eisen discussed stocks rebounding as Treasury Secretary Bessent's push to lower bond yields remains in focus. RBC Capital's Helima Croft joined the program to talk about higher oil prices and geopolitics, as President Trump seeks to ramp up economic pressure on Iran. Also in focus: What Bessent told CNBC about yield moves and Trump's approach to Iran; A slew of Wall Street analysts cut their price targets on Walmart after the stock's worst day in four years; Sources tell David that a Broadcom-backed special purpose vehicle is tapping the debt market for $70 billion to support an AI buildout; Crypto's great week; SpaceX's losing streak sends the stock back below its IPO price; What the bond rout means for private credit.   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.

Carl Quintanilla, Jim Cramer and David Faber led off the show with Jim live from Micron headquarters in Boise, Idaho. The chipmaker announced a $10 billion investment in a new AI and memory research lab. Cramer spoke exclusively with Micron CEO Sanjay Mehrotra about how the company is capitalizing on the AI boom. The anchors discussed a number of stories weighing on stocks: Walmart shares tumbled after the company missed on raised guidance and posted its weakest same-store sales growth in more than six years; Yields rebounded one day after the Treasury Department announced an increase in bond buybacks; Oil prices jumped after President Trump threatened "unprecedented" economic war against Iran. Also in focus: Strategy, Coinbase and Bitcoin extend their big rally sparked by Trump's White House meeting with crypto executives. 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.

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 revenue growth, to midterm elections being impacted by the backlash against data centers. Moderna shares doubled and Merck shares rose sharply on late-stage trial results involving the companies' melanoma vaccine. Also in focus: Why Marvell shares surged; Toll Brothers beats; Reaction to retail earnings from the likes of Target, Lowe's and TJX.   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.

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; Anthropic's revenue boost; Disney's ABC sues the FCC; A look at Micron and the memory chip makers; July housing starts tumble more than 12%; Baidu slides on a Q2 miss.   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.

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 in the spotlight — from his warning to Oman to him urging Americans to accept higher gas prices. Also in focus: The beaten-down names Cramer believes you should buy now, Nvidia's $21 billion SpaceX stake, OpenAI's president on recent executive departures, Disney's CEO on the company's stock slump, Situational Awareness meltdown fallout.    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.

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 borrowing costs in 25 years. 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.

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 digits following the open. 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.

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 revenue within the company will exceed all other sources of revenue before year-end. 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.

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 the fate of the Strait of Hormuz, as deal talks showed no signs of progress. 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.

The opening hour of CNBC's "Squawk on the Street" with Carl Quintanilla, Jim Cramer and David Faber is broadcast each weekday 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. 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.

Carl Quintanilla and Scott Wapner discussed a July jobs report surprise: Non-farm payrolls fell unexpectedly by 23,000. J.P. Morgan Asset Management's David Kelly and Trivariate Research's Adam Parker offered their perspectives on the markets. Hear what President Trump told Punchbowl News about Fed Chairman Warsh and rate moves ahead of the midterm elections. Carl and Scott delved into Palantir and other tech stocks that have had a red-hot week. The anchors also explored a slew of high-flying earnings winners — including one stock soaring 60%. Also in focus: SpaceX extends its post-lock-up rebound; OpenAI set to launch a new product; What top bank executives told CNBC about the meltdown of hedge fund Situational Awareness.   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.

One day after the Dow and S&P 500 hit all-time intraday highs mid-session, Carl Quintanilla and Jim Cramer discussed what JPMorgan Chase CEO Jamie Dimon told CNBC about what he thinks could result in market disruptions. The AI trade in the spotlight: Shares of Sandisk and Western Digital down sharply despite strong quarterly results. Also in focus: Spacex's lockup expiration and what's at stake for the sluggish stock; Travel stock winners; Why Salesforce shares are under pressure; Google's leadership shakeup; AppLovin plunges; Earnings winners and losers including Warner Bros. Discovery and Versant in the media space; President Trump reportedly has called Kevin Warsh repeatedly since Warsh became Fed chairman.   Disclosure: Versant Media Group is the parent company of CNBC.   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.

Carl Quintanilla, Jim Cramer and David Faber drilled down on SpaceX's first quarterly report since going public. Shares of Elon Musk's company tumbled as a surge in AI spending overshadowed a Q2 beat. The anchors reacted to Musk outlining his trillion-dollar revenue forecast for SpaceX and saying the company will "exclusively" use Nvidia AI chips. The Nvidia news helped to send AMD shares sharply lower despite that company's better-than-expected quarterly results. Hear how AMD CEO Lisa Su reacted to it all in an exclusive interview. Also in focus:  The Dow and S&P 500 hit new all-time intraday highs; Eli Lilly and Disney jump on earnings beats; "Faber Report" on the Paramount-Warner Bros. Discovery antitrust trial set for March 2027.   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.

Carl Quintanilla, Jim Cramer and David Faber led off the show with shares of Caterpillar and Palantir surging on their respective blowout quarters, driven by the AI boom. The Dow and S&P 500 jumped to fresh all-time highs. In a CNBC Exclusive, Wells Fargo Chairman & CEO Charlie Scharf joined the anchors at Post 9. Topics included the company's growth, the economy and why the bank's shares have lagged its peers. Also in focus: What Treasury Secretary Bessent told CNBC about a potential Strait of Hormuz deal; McDonald's and the earnings parade; The stocks soaring on a report stating the White House is drafting a ban on Chinese data center devices; OpenAI's blog post responding to Apple's lawsuit; SpaceX earnings countdown.   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.

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-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.

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 Zuckerberg's message on the future of AI; OpenAI CEO Sam Altman comments on AI safety; Low tide for Procter & Gamble; SpaceX's stock slump; Earnings winners and losers.     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.

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 discussed where companies' AI capex budgets should fit into your investment strategy, Johnson & Johnson's $5.5 billion talc settlement, Meta-BlackRock AI data center partnership, Apple CEO Tim Cook and incoming CEO John Ternus on the red carpet.   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.

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 amid the stock's weakness, an update on Paramount's decision to delay its proposed acquisition of Warner Bros. Discovery, the anchors react to the stock that soared 466% in its Chinese market debut.   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.

Carl Quintanilla, Leslie Picker and Michael Santoli led off the show with market reaction to Intel's better-than-expected Q2 results — with the AI boom fueling the company's fastest revenue growth in almost 15 years. The anchors also explored why software stocks were in rally mode, while memory chip shares slumped. Crude oil prices and the U.S.-Iran conflict: WTI and Brent on pace for a third consecutive week of gains. Also in focus: President Trump imposes new tariffs on dozens of countries and weighs in on the AI data center backlash; American Express and Verizon shares head in opposite directions on earnings news; Elon Musk's message to The Economist magazine on AI; Oracle's 10-year, $7 billion Pentagon contract; How low can SpaceX go?   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.

Carl Quintanilla and Jim Cramer led off the show with another day of oil prices rising in reaction to the U.S.-Iran conflict. Brent jumped above $100 per barrel for the first time since May, after Iran-backed Houthi rebels claimed that they attacked Saudi Arabian tankers on the Red Sea. President Trump responded with a warning to Iran and the Houthis on Truth Social. Alphabet and Tesla saw their shares take a hit — as the tech giants' respective plans for AI spending overshadowed quarterly results. Also in focus: Elon Musk on Tesla capex and SpaceX; What Nvidia CEO Jensen Huang told Axios about the future of capex;  IBM lowers guidance; Airline stocks tumble on results hurt by rising fuel costs; Earnings movers from Comcast to ServiceNow.   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.

Carl Quintanilla and Jim Cramer explored the earnings parade, including what to expect from Alphabet and Tesla results due out after Wednesday's close of trading. Brent briefly topped $95 for the first time in about six weeks, as crude oil jumped again on the U.S.-Iran conflict. U.S. Secretary of State Marco rubio told reporters Iran is "not serious about talks." CNBC rang the opening bell at the New York Stock Exchange, celebrating the extension of its more than 30-year partnership with the NYSE. Also in focus: GE Vernova slides despite a quarterly beat; A&T gets a lift on earnings;  Super Micro's super surge, OpenAI and the "unprecedented cyber incident," AMD to invest up to $5 billion in Anthropic as part of their strategic partnership.   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.

Carl Quintanilla and Jim Cramer discussed the chip sector rally as stocks look to snap a three-day losing streak. Hear why Cramer says not to own "too much tech" and that "for the moment, it's time to go to other sectors." The anchors reacted to 3M and General Motors each posting Q2 earnings beats and raising guidance. SpaceX in the midst of a seven-day losing streak and falling below Meta in the market cap race. See how far SpaceX shares have tumbled since being added to the Nasdaq 100 two weeks ago. Also in focus: Oil rises on U.S.-Iran tensions, President Trump hits Canada with 50% tariffs, Nvidia's 9.3% stake in Nebius, Novo Nordisk sues weight-loss drug rival Eli Lilly, Oracle's credit risk and AI debt, earnings winners and losers.   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.

After a rough week for the Dow and the chip sector, Carl Quintanilla and Jim Cramer set the stage for a busy earnings week — including results due out from Alphabet and Tesla. You also have SpaceX looking to avoid a seven-day losing streak. The anchors delved into Chinese AI moves and what's at stake for the U.S. AAA says the average price of gasoline is up to $4 per gallon for the first time in a month, as U.S-Iran tensions escalate following the killing of three American servicemembers over the weekend. Also in focus: Data center backlash, what New York Governor Kathy Hochul (D) said about her state's AI data center moratorium, blockbuster box office debut for Universal's "The Odyssey," Wall Street upgrades, Cramer's non-tech plays.   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.

Wrapping up a volatile week for stocks, Carl Quintanilla, Sara Eisen and Michael Santoli delved into the chip sector extending its global sell-off on AI jitters. The anchors reacted to Netflix shares tumbling on current quarter guidance that indicated slower growth. TD Cowen analyst John Rutledge joined the Netflix conversation. Apple gets an analyst upgrade and surpasses Nvidia to reclaim the title of the world's most valuable company. Also in focus: Shares of SpaceX slide further below their $135 IPO price after an aborted Starship launch, Micron falls out of the trillion-dollar market cap club, PayPal M&A watch, LeBron James speaks about Nike's challenges, oil rallies on U.S.-Iran tensions, President Xi's AI game plan for China.   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.