Podcast appearances and mentions of Carl Quintanilla

Carl Quintanilla, Sara Eisen, & David Faber kicked off the hour with a breakdown of December's full jobs report - before breaking down the numbers with an all-star lineup of market veterans, including Rockefeller's Ruchir Sharma and Goldman Sachs Chief Economist Jan Hatzius. Plus: SCOTUS not making a decision on President Trump's tariffs just yet - but Wolfe Research's Head of Policy joined the team with potential outcomes ahead of an official ruling. Also in focus: GM taking a multibillion-dollar charge tied to scrapped EV plans - the team talked fallout, and whether there's more pain ahead... Along with the latest from Washington ahead of a huge meeting at the White House with energy executives to talk the road ahead in Venezuela.  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 market reaction to the December employment report: Non-farm jobs growth came in lower than expected, up 50,000. The unemployment rate fell to 4.4%. National Economic Council Director Kevin Hassett joined the program with White House reaction to the results. The anchors and Hassett discussed him being in the running for Fed chair, the Supreme Court's upcoming decision on tariffs and what to expect from President Trump's Friday meeting with oil CEOs about reviving production in Venezuela. Also in focus: The stocks surging on Meta's nuclear deals, Amazon's pharmacy to offer Novo Nordisk's Wegovy pill.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, Sara Eisen, & David Faber kicked off the hour with new jobs data - and the latest out of a busy 24 hours from the White House... including the President's latest comments moving defense, housing, and even auto stocks. One longtime market veteran gave her top picks for the volatility - while CNBC's Diana Olick talked fallout for the homebuilders. Plus: Eurasia Group's Ian Bremmer joined the team with his take on the U.S.'s next targets (and top risks) abroad.  Also in focus: UBS's healthcare playbook - as the group rallies to start the year to new highs... and details on CNBC's newest initiative: CNBC Cures.   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 to make of the rally in defense stocks such as Northrop Grumman — after President Trump called for a $1.5 trillion military budget for 2027. Breaking news from David on Paramount Skydance's response to Warner Bros. Discovery after WBD rejected its amended takeover offer. A mega-cap shift in big tech as Alphabet surpasses Apple to become the second-most valuable company. Also in focus: President Trump set to meet with oil company CEOs on Friday to discuss reviving the production of crude in Venezuela, Nvidia's H200 chips and China, Costco's sales beat, "Faber Report" on Elon Musk's lawsuit against OpenAI. 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 new record highs for the Dow and the S&P 500. Cramer outlined the stocks he believes are inexpensive in this market.Breaking News: Alaska Airlines buys 110 Boeing jets in what is the carrier's biggest aircraft order in its history. Warner Bros. Discovery rejects Paramount Skydance's amended takeover offer and urges shareholder to support Warner's deal with Netflix. Sources close to the White House tell CNBC that oil sales from Venezuela by the U.S. will continue indefinitely — and that U.S. sanctions against the South American nation will be reduced. Tech domination: Sandisk shares on fire, this month's top ten Nasdaq 100 stocks are all in the chip sector. 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, Sara Eisen, & David Faber kicked off the hour with some reasons to be optimistic about markets and growth into 2026 - before breaking down the bear case with Cantor Fitzgerald's Chief Equity Strategist who's warning of a drawdown ahead. Plus: what comes next in Venezuela as the President says the U.S. could reimburse energy companies to rebuild there... with one expert who says that's no easy task - and UBS's top picks within the financials as the group kicks off 2026 with a big rally to fresh all-time highs.  Also in focus: the state of the AI race and how demand is holding up - with the CEO of AMD, who sat down with the team for a wide-ranging interview, live from one of tech's biggest conferences of the year. 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 Dow at a record closing high, fueled by a rally in banking and oil stocks. The blue-chip index ended Monday's trading session with its best "Santa Claus Rally" in four years. The anchors highlighted Dow components including Chevron, Caterpillar, Goldman Sachs and JPMorgan Chase. Nvidia in the spotlight one day after CEO Jensen Huang unveiled faster AI chips and robotics at CES in Las Vegas. Also in focus: Maduro/Venezuela/Trump developments after Monday's rally in oil stocks, Ford auto sales, chips on the rise, Apple shares under pressure, an investor builds a big stake in Under Armour, the latest on the battle for Warner Bros., Sandisk shares extend their parabolic run-up. 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, Sara Eisen, & David Faber kicked off the hour with the latest on the breaking news of the day: Venezuela, moments before ousted leader Maduro is due to appear in a New York Court - with wide-ranging implications for global markets, the energy complex, and the geopolitical order.  Hear from a great lineup this hour: Rockefeller's Ruchir Sharma joined the team with a look at the market impact; Signum Global Advisors Founder Charles Myers - who's planning a trip to Venezuela with business leaders to explore investment prospects; and former Trump NSA head H.R. McMaster - with his take on what happens next in the country and beyond.  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 U.S. strikes on Venezuela over the weekend, which resulted in the capture of that country's president Nicolas Maduro. His federal court hearing on drug and weapons charges is slated for Monday in New York. Oil stocks such as Chevron rallied on the prospect of U.S energy companies gaining access to Venezuela's oil reserves. Hear what Cramer is saying about the AI trade in 2026. At the Nasdaq, CNBC parent Versant Media rang the opening bell — celebrating its debut as an independent publicly traded company after being spun off by Comcast. Also in focus: The Dow's new record high, what to expect from Nvidia CEO Jensen Huang's news conference at CES. Disclosure: Versant 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.

The second hour of CNBC's "Squawk on the Street" with Carl Quintanilla and Sara Eisen is broadcast each weekday from the floor of the New York Stock Exchange, 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.

The second hour of CNBC's "Squawk on the Street" with Carl Quintanilla and Sara Eisen is broadcast each weekday from the floor of the New York Stock Exchange, 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.

The second hour of CNBC's "Squawk on the Street" with Carl Quintanilla and Sara Eisen is broadcast each weekday from the floor of the New York Stock Exchange, 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.

On the final trading day before Christmas, Carl Quintanilla and Melissa Lee explored Wall Street hopes for a "Santa Claus rally" one day after the S&P 500 hit a new record high. Oakmark Funds' Bill Nygren shared his outlook for the markets, as well as his take on the battle for Warner Bros. Discovery. Harris Oakmark is WBD's fifth-largest shareholder. Retail veteran Jan Kniffen offered his perspective on stores and the consumer as the holiday shopping season hits the homestretch. Also in focus: Nike shares rise thanks to Apple CEO Tim Cook, the Nvidia connection to Intel shares falling, the financial sector's rally to all-time highs, President Trump expects rate cuts from a new Fed chair, gold's record run, what crypto and a dive bar have in common.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 show with the weight loss drug wars: Shares of Novo Nordisk shares surged after the FDA approved the company's Wegovy pill — making it the first oral GLP-1 cleared by regulators for treatment of obesity. ServiceNow CEO Bill McDermott joined the program to discuss his company's deal to acquire cybersecurity startup Armis for $7.75 billion in cash. Hear what McDermott had to say about this year's slump in shares of ServiceNow and other software stocks. Also in focus: Q3 GDP shows 4.3% growth, the AI trade, countdown to Christmas and new data on holiday spending, Tesla gets a big price target boost on Wall Street, the stock that's getting a lift from President Trump's battleship announcement. 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 kicked off the holiday-shortened trading week with breaking news from Jim: Nelson Peltz's Trian Partners and General Catalyst to take asset manager Janus Henderson private in an all-cash deal valued at $7.4 billion. David Faber broke down new developments in the battle for Warner Bros. Discovery: Paramount Skydance has amended its $30/share all-cash offer for the company — in response to WBD's concerns about the bid. Nvidia joins the tech rally on a report stating the company aims to start shipping its H200 chips to China by mid-February. Also in focus: Micron's red-hot runup, holiday shopping home stretch, President Trump's $2,000 tariff checks push. 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 to make of an earnings doubleheader: Nike shares tumbled as weak sales in China overshadowed a Q2 beat and strength in North America. What is the status of the company's turnaround plan? Shares of FedEx also down despite better-than-expected quarterly results. The anchors also discussed OpenAI reportedly kicking off a new fundraising round that could value the maker of ChatGPT by as much as $830 billion. Also in focus: Oracle shares in rally mode, Carnival surges on earnings, Fed governor Waller in the mix as President Trump narrows his search for a new Fed chair, what's triggering Bank of America's sell signal.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 stocks rallying on the October and November CPI report. The inflation data — which had been delayed due to the government shutdown — came in tamer than expected. Micron shares surged and lifted the AI trade on the memory chipmaker's stronger-than-expect Q1 results and guidance. The anchors reacted to a report which says OpenAI discussed raising tens of billions of dollars at about a $750 billion valuation. Trump Media and Technology Group shares soared on news of its $6 billion deal to merge with fusion power company TAE Technologies. Also in focus: President Trump's primetime message on the Fed, Lululemon and activism, Cramer sounds off about "a sham." 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, Sara Eisen, and David Faber began the hour with the state of the race for the next Fed Chair following developments overnight - before getting into the market picture with Interactive Brokers' Chief Strategist Steve Sosnick. Plus: David brought the latest on Netflix's increasingly contentious bid for Warner Brothers Discovery, as the latter name tells shareholders to reject Paramount-Skydance's hostile bid... And the team caught up with 2 CEOs: Robinhood's Vlad Tenev, on the heels of the company jumping into betting markets - and later on, Oklo's Jacob DeWitte fresh off developments when it comes to new energy sources for the nuclear company. Also in focus: the fate of Oracle's newest data center - as talks with one key funder reportedly stall... And the latest from Washington amid a bipartisan battle over ACA subsidies. 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.

David Faber, Jim Cramer and Carl Quintanilla covered all the bases on the battle for Warner Bros. Discovery. The company urged its shareholders to reject Paramount Skydance's hostile takeover bid — and to back what it calls Netflix's "superior" offer for Warner studio and streaming assets. Hear what Netflix Co-CEO Greg Peters and Warner Bros. Discovery Board Chair Samuel Di Piazza told David about their companies' deal. The anchors also discussed where Oracle and Larry Ellison fit into the WBD saga. Also on the tech front: OpenAI-Amazon investment talks. Sara Eisen joined Carl, Jim and David to celebrate a special milestone: "Squawk on the Street" debuted at the NYSE 20 years ago this week. 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, Sara Eisen, and David Faber kicked off the hour talking jobs - with key pullouts and commentary from this morning's double report... Longtime market veteran Ed Yardeni weighed in on what it means for stocks into year-end, alongside JPMorgan Asset Management Chief Global Strategist David Kelly. Plus: Kraft Heinz announcing that former Kellanova CEO Steve Cahillane is becoming their new CEO ahead of their split... Cahillane joined the team to talk the news, the consumer, and more. Also in focus: details on the stealth IPO hitting markets tomorrow that could be the biggest of the year, what's driving Ford to reverse on EVs, and new numbers out of CNBC's latest All-America Survey when it comes to approval of the President...  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 market reaction to employment data that had been delayed due to the government shutdown. Job creation in November was stronger than expected, but the unemployment rate rose last month to 4.6%— and October payrolls showed a shedding of jobs. National Economic Council Director Kevin Hassett joined the program with White House reaction to the data. He and the anchors also discussed Hassett in the running to become Fed chair, Fed rate policy and inflation, growth prospects for 2026 and the AI boom. Also in focus: Ford's $19.5 billion hit and EV pullback, Pfizer full-year guidance disappoints, the AI trade and a flashback with CoreWeave's CEO, Comcast update. Disclosure: Comcast is the parent company of NBCUniversal, which owns CNBC. Versant would become the new parent company of CNBC upon Comcast's planned spinoff of Versant. 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 what is shaping up to be a busy final full trading week of 2025. Cramer explained why he believes the AI boom is "stunted" and many investors won't "touch" Nvidia stock. As some on Wall Street debate comparing AI mania to the dot-com bubble, the anchors explored the Magnificent 7 stocks that are underperforming the broader market. Also in focus: Bullish calls on the S&P 500, why Tesla shares are in rally mode, President Trump says the Fed should consult him about interest rate policy, "Kevins" in the mix to replace Fed Chair Powell, Goldman Sachs says "Sell" Texas Instruments.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, Sara Eisen, and David Faber kicked off the hour with new housing data and fresh developments in the race for the next Fed Chair - before breaking down one Chief Market Strategist's sky-high S&P price target into the year ahead. Plus: longtime market veteran Ruchir Sharma joined the team with what he calls "the 4 O's of a bubble" that are flashing warning signs right now... while Moody's Chief Economist Mark Zandi brought his expectations for tomorrow's blockbuster double jobs report.  Also in focus: a fresh read on the consumer out of CNBC's latest All-America Survey - hear the surprising results, this hour...  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 day in which the Dow and Russell 2000 hit fresh all-time highs, Carl Quintanilla and Jim Cramer also drilled down on continued weakness in the AI trade. Broadcom shares take a hit despite better-than-expected quarterly results. A shake-up at Lululemon: Shares of the athleisure retailer rally on news Calvin McDonald is stepping down as CEO. Chipotle CEO Scott Boatwright joined the program at Post 9 after ringing the opening bell at the NYSE. Hear what he had to say about the restaurant chain and the state of the consumer.Also in focus: Costco's beat, RH CEO Gary Friedman on tariffs and earnings, What OpenAI CEO Sam Altman told David Faber about Google Gemini 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.

David Faber led off the show with breaking news: Disney announced it will make a $1 billion investment in OpenAI — part of a three-year licensing agreement between the two companies. Hear what David, Jim Cramer and Carl Quintanilla had to say about it. The anchors also discussed Oracle shares tumbling on a revenue miss and raised capex guidance, reviving investor jitters about the level of AI spending. Also in focus: What's next for the Fed after Wednesday's rate cut, Time magazine's 2025 Person of the Year - "The Architects of AI" including Jensen Huang, Elon Musk and Mark Zuckerberg, Coca-Cola picks a new CEO, Cisco shares hit a new record high, "Faber Report" with an update on the Paramount-Netflix battle for Warner Bros. Discovery. 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, Sara Eisen, and Michael Santoli kicked off the hour with a debate on where the Fed stands when it comes to a possible rate cut this afternoon - before former Fed Vice Chair and current Wharton Professor Alan Blinder gave his take. Plus: hear a wide-ranging interview with Ares CEO Michael Arougheti, spanning markets to what he calls a strong outlook for M&A...  Also in focus: the team checked in with the CEO of one company that just partnered with the Department of Defense to stop growing AI cyber threats - and got the latest from Washington as GOP members sound the alarm on Nvidia's China sales.  And last in the hour: catch an interview with the CEO of Magnum Ice Cream, talking demand and growth ahead on the heels of a new listing at the New York Stock Exchange. 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 set the stage for the Fed as it wraps up its final meeting of 2025: What's next for investors after Wednesday's interest rate decision and what is likely to be an eventful 2026 for the Fed. A CEO doubleheader at Post 9: GE Vernova CEO Scott Strazik joined the show to discuss energy, AI and guidance that sent the stock soaring — it's now up more than 380% since the company was spun off last year by General Electric. Southwest Airlines CEO Bob Jordan offered his take on holiday travel and the future for the carrier. Also in focus: President Trump's comments on affordability, Oracle earnings preview, what the CEOs of Marvell Technology and CVS Health told 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, Sara Eisen, and David Faber kicked off the hour with fresh jobs data just crossing - before getting into a growing number of comments around the high/low-income consumer. Bespoke's Paul Hickey pointing out some bullish historical trends into year-end, while Goldman's Head of Corporate Credit gave his predictions for rates as another FOMC meeting kicks off today. Plus: a volatile morning for Nvidia as the White House greenlights the sale of some chips to China... what you should know, what it means for shares, and key analysis from one sell-side analyst who calls the stock a buy here.  Also in focus: closing the wealth gap with a new tax... NY Congressman Dan Goldman joined Post 9 with more on his new bill to tax the ultrawealthy, while the team also took a look at Elon Musk's growing wealth tied to SpaceX - and why it could be a bad thing for Tesla shareholders.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.

David Faber, Jim Cramer and Carl Quintanilla led off the show with the latest on Paramount Skydance's hostile bid for Warner Bros. Discovery — plus reaction from Netflix in wake of the streaming giant's deal to acquire Warner Bros. assets. The anchors discussed President Trump's decision to allow Nvidia to sell its H200 chips to China — and what it means for the AI trade. Also in focus: OpenAI CEO Sam Altman's message to Jimmy Fallon on NBC's "The Tonight Show" about AI fears, What Walmart CEO Doug McMillon told CNBC about the state of the consumer, Home Depot falls on 2026 outlook, Fed rate decision one day away, PepsiCo and activism, Toll Brothers' earnings beat. Disclosure: Comcast is the parent company of NBCUniversal, which owns CNBC. Versant would become the new parent company of CNBC upon Comcast's planned spinoff of Versant. 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, Sara Eisen, and Michael Santoli began the hour with a deluge of data: with PCE, Consumer Sentiment, Personal Savings and more crossing the wires. Bridgewater's former Chief Investment Strategist helped the team break it all down - before key analysis later on about what it all means for the Fed decision next week with Goldman Sach's Chief Economist. Plus: details on the deal rocking the media world today - Netflix buying Warner Brothers' film and steaming assets... Hear former DOJ Antitrust Chief Jonathan Kanter's take on whether the deal will pass regulatory scrutiny... and more on what it means for the film industry with the head of the world's largest movie theater trade group (who calls it an "unprecedented threat").  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, Sara Eisen and Michael Santoli covered all of the bases on a blockbuster deal: Netflix agreed to acquire Warner Bros. following the separation of Discovery Global. The cash and stock deal has an equity value of $72 billion. The bidding process also included Paramount Skydance and Comcast vying for Warner's assets. The anchors discussed the details of the deal and potential antitrust ramifications. A senior Trump Administration official told CNBC the White House's view of the Netflix-WB deal is "heavy skepticism." Also in focus: Key inflation data ahead of next week's Fed rate decision, market winners and losers, the sensation at Art Basel Miami: Robot dogs that look like Musk, Zuckerberg and Bezos.  Disclosure: Comcast is the parent company of NBCUniversal, which owns CNBC. Versant would become the new parent company of CNBC upon Comcast's planned spinoff of Versant.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, Sara Eisen, and Michael Santoli kicked off the hour with new jobs data before Cantor Fitzgerald's Chief Macro Strategist gave his bull case for bonds, Bitcoin, and equities into year-end. Plus: one tech analyst gave his take on Meta's potential move away from the metaverse - sending shares soaring today - while Sara brought exclusive color from the CEO of PVH following new numbers there.  Also in focus: new headlines around the bids for Warner Brothers Discovery - including some potential Washington pushback... Former antitrust chief Jonathan Kanter joined the team with his take on things, and who he says would face the least hurdles. 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.

With the AI trade in the spotlight, Carl Quintanilla and Jim Cramer discussed Nvidia CEO Jensen Huang's Wednesday visit to Washington, DC — which included a meeting with President Trump. Hear what Huang said at a separate event about the U.S.-China battle over AI. The anchors reacted to Al bubble-related comments Anthropic CEO Dario Amodei made to Andrew Ross Sorkin at The New York Times DealBook Summit. David Faber called in with breaking news about the battle to acquire Warner Bros. Discovery — his sources say Netflix is the leading bidder. Meta shares rally: CEO Mark Zuckerberg reportedly plans deep cuts to the company's metaverse group. On the earnings front: Salesforce shares rise while Snowflake melts.  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 delved into the AI trade, including a development that helped to erase stock futures' gains before the open of trading: Shares of Microsoft fell after The Information reported the company was cutting software sales quotas tied to AI. With the Fed's next interest rate decision exactly one week away, ADP jobs data showed private payrolls unexpectedly declined in November. The anchors reacted to what Treasury Secretary Scott Bessent told Andrew Ross Sorkin about tariffs during an interview at The New York Times DealBook Summit. Also in focus: Bitcoin back above $93K, Google vs. OpenAI, Nvidia's CFO on the AI race, retail earnings roundup, Salesforce earnings preview. 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, Sara Eisen, and Michael Santoli began the hour with new manufacturing data alongside a wide-ranging interview you don't want to miss: U.S. Commerce Secretary Howard Lutnick, talking everything from the jobs market to who he wants to see as the next Fed chair. Plus: Evercore's Vice Chairman Krishna Guha joined the team with his take on this morning's rough data - and what it means for a rate cut next week.  Also in focus: Microsoft shares falling on a bearish report around its AI software sales - but CNBC getting fresh news from the company pushing back. The details, this hour. 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 stocks rebounding from Monday's losses and Bitcoin rising after its worst day since March. Hear what Cramer said about Strategy Executive Chairman Micheal Saylor — the company's stock is down more than 60% from its year high. On the AI trade, the anchors reacted to reports that OpenAI CEO Sam Altman is declaring a "code red" to improve ChatGPT in wake of heightened competition from Google's Gemini AI model. Also in focus: The news that caused shares of Nvidia to jump, Apple's AI shakeup, Amazon tests ultrafast delivery, Ford November auto sales, consumers and the new car sales slowdown, the jump in the 30-year bond yield and what's at stake for the housing market and homebuilders. 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, Sara Eisen, and Michael Santoli kicked off the hour with a check on how the consumer's held up this holiday season according to alternative data sources and earnings reports - before breaking down what it all means for stocks with Truist Wealth's Chief Investment Officer. Plus: is the Bitcoin bottom in? Or is there more pain to come - the CEO of crypto trading platform Bullish gave his take on the action... before the team turned to gold with TD's Global Head of Commodity Strategy, who argues there's better bets for the new year elsewhere.  Also in focus: Apple's AI shake-up, OpenAI's "Code Red", and Amazon's new AWS plans... The team discussed all 3 headlines, and what it means for shares alongside the broader markets. 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, Sara Eisen, and Michael Santoli kicked off the hour with fresh data and a breakdown of what Black Friday's numbers are saying about the consumer... Plus: the market set-up into year-end with RBC's Head of U.S. Equity Research. Market veteran Ruchir Sharma also joined the broadcast with his take, and what he's calling a "once in a generation" market opportunity - before the team talked top holiday retail picks with one of the street's top analysts in the space. Also in focus: Details on Nvidia's new partnership with Synopsis sending those shares surging... The state of the race to buy Warner Bros. Discovery... And the Bitcoin breakdown as prices plunge in early trading.  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.

In a CNBC Exclusive, Carl Quintanilla and Jim Cramer engaged in a wide-raging discussion with Nvidia CEO Jensen Huang and Synopsys CEO Sassine Ghazi. Nvidia announced it is taking a $2 billion stake in the chip design software provider as part of a strategic computing and AI partnership. The anchors also explored what to expect from the markets in December — after a volatile November which saw AI jitters weigh on the Nasdaq, while the S&P 500 and the Dow extended their monthly win streaks to seven. Also in focus: The bitcoin slump effect, retail after the Thanksgiving holiday weekend, President Trump says he knows who he wants to succeed Jerome Powell as Federal Reserve Chair. 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 led off the show with the resumption of stock futures trading — after it had been halted at the CME due to a data-center cooling issue which knocked out futures and options across markets. The anchors also explored what to make of November volatility and the AI trade on the final trading day of the month. Covering the bases on Black Friday: Adobe out with data forecasting record sales, action at the malls, the retailers best positioned for success, Apple's holiday game plan. 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.

Retail in focus as Black Friday gets underway: Carl Quintanilla, Sara Eisen, and David Faber spent the hour breaking down key trends, how demand's holding up, any tariff impacts and more with a number of sources across the retail landscape - including a live read from the ground at a mall in New Jersey, L.L. Bean's CEO, and an even more wide-ranging discussion with luxury mall operator Ray Washburne (who also talked energy, as Chairman of Sunoco's board). Plus: Apple inches from fresh all-time highs... hear one tech expert's take on what the holidays could mean for 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.

On the last trading day before Thanksgiving, the AI trade once again takes center stage. Carl Quintanilla, David Faber and Sara Eisen explored Alphabet nearing a $4 trillion valuation versus Nvidia's rough November. The anchors reacted to a note from HSBC — it says OpenAI might need to raise at least $207 billion in financing by 2030.Dell shares rose after its upbeat guidance overshadowed a revenue miss. Also in focus: Airlines and the Thanksgiving travel rush, Deere falls despite an earnings beat, the healthcare sector rally, bitcoin slump effect, Campbell's controversy, how AI is transforming the holiday season, Santa visits the NYSE ahead of Macy's Thanksgiving Day Parade. 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, Sara Eisen, and David Faber began the hour with key takeaways from the latest batch of earnings - before diving into the state of markets with former PIMCO CEO and longtime economist Mohamed El-Erian... Later on, Moody's Chief Economist Mark Zandi joined the team to break down what he's calling America's "affordability squeeze" - and the team discussed what's next in the tech trade (along with some top picks) with Evercore's Head of Internet Research.  Also in focus: Staggering numbers out of a new MIT study analyzing AI's impact on the jobs market - hear the details, this hour... Plus - the stock implications of new Medicare pricing, sending Novo Nordisk shares higher in the early 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.

Carl Quintanilla, Jim Cramer and David Faber drilled down on the AI trade: Alphabet on the cusp of hitting a $4 trillion market cap for the first time — with Meta shares also moving higher. The parent of Facebook is reportedly considering using Google AI chips in its data centers. Nvidia shares fell sharply on that report. Hear what Cramer said about selling the stock now. Also in focus: What Treasury Secretary Scott Bessent told CNBC about the Fed, what's extending Oracle's stock slump, Kohl's soars as part of a retail earnings parade, reaction to September inflation and retail sales data released after being delayed due to the government shutdown.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, Sara Eisen, and David Faber began the hour with fresh data and earnings commentary around the health of the consumer - before diving into the AI trade with a focus on Google. Hear one AI expert's take on the state of play - and who's winning the war so far. Plus: the Executive Chairman of Dick's Sporting Goods joined the team to breakdown earnings from the name - and a decision to close some Footlocker stores.  Also in focus: the TSA projecting a record breaking Thanksgiving travel week - the team sat down with the CEO of newly listed AeroMexico to talk demand, along with any possible shutdown hangover for the airlines.  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 discuss what's next for the AI trade after big tech comes off its worst week since April.Alphabet continues to be a bright spot, rallying to new record highs. Plus, the Rotation into Health Care. How to play this sector, as Lilly hits a major milestone that no other big pharma stock has ever hit before. We'll also get you ready for key retail earnings this week, as the holiday shopping season gets underway.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, Sara Eisen, and David Faber kicked off the hour with a debate over the state of inflation - and what it means for the Fed - on the heels of new data out of NABE... with key analysis from Citi's U.S. Equity Strategist Scott Chronert soon thereafter. Plus: tech yet again the focus of early trading - the team started with breaking news out of Amazon when it comes to their satellite business, before also getting a breakdown of Elon Musk's AI chip ambitions (helping boost Tesla shares), and a deep-dive on Alphabet's big move higher to fresh record highs.  Also in focus: the state of the economy - and what a volatile government could mean for markets, in a wide-ranging and rare interview with former Treasury Secretary Jack Lew this hour.  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.

Stocks on pace for their worst month since March after Nvidia's turn lower yesterday hit the AI trade:Carl Quintanilla, Leslie Picker, and David Faber kicked off the hour with fresh consumer data before breaking down the broader market picture with Cantor Fitzgerald's Chief Equity Strategist - and then diving into Google's gains with longtime tech analyst Brent Thill from Jefferies (who argues the bull trend for big tech remains intact). Plus: Harris-Oakmark's Bill Nygren joined the team with his top picks amid the volatility, and some names he says the market has "left behind".  Also in focus: The bitcoin breakdown - as prices fall below $85k and touch their lowest levels since April... The team discussed whether prices are close to bottoming here with Bitwise CIO Matt Hougan, who manages more than $15B in funds.  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 how investors should navigate this volatile market. AI valuation jitters sparked a Thursday sell-off — erasing a rally fueled by Nvidia's blowout quarter and upbeat guidance. Stocks moved higher after New York Fed President John Williams said he sees room for a near-term interest rate cut. You'll want to hear Cramer's reaction to Williams' comments. Bitcoin fell below $82,000, putting it on track for its worst month since 2022. Also in focus: Eli Lilly hits a $1 trillion market cap for the first time, commodities under pressure in wake of tariffs, "Faber Report" on Netflix, Comcast and Paramount Skydance submitting bids for Warner Bros. Discovery. Disclosure: Comcast is the parent company of NBCUniversal, which owns CNBC.Versant would become the new parent company of CNBC upon Comcast's planned spinoff of Versant. 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 all of the bases on Nvidia and what's next for the AI trade. The world's most valuable public company sparked a global market rally after posting blowout Q3 results and raising guidance. The anchors reacted to Nvidia CEO Jensen Huang's earnings call comment dismissing AI bubble fears. Walmart shares also rose higher on better-than-expected quarterly results and raised guidance. In an exclusive interview, David and media mogul John Malone discussed everything from a potential Warner Bros. Discovery deal to tech regulation. Also in focus: The September jobs report released after being delayed due to the government shutdown.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.