Podcast appearances and mentions of Carl Quintanilla

Carl Quintanilla and Jim Cramer delved into the rebound in the AI trade, led by AMD: Shares up sharply on the company's sales forecast. Hear what Cramer said about winners and losers in the AI trade. The Dow hit a new all-time high, fueled by optimism that the House will pass a Senate bill to re-open the government and end the record-long shutdown. Also in focus: IBM's "quantum" leap, consumer and retail stock movers, President Trump to host Wall Street CEOs at a White House dinner. 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.

Fresh news out of Washington: as a potential end to the shutdown looms - and Treasury Secretary Bessent makes new comments promising relief on prices... Carl Quintanilla and Sara Eisen broke down the latest, along with a slew of breaking news just crossing at 10 out of both the Federal Reserve and the AI complex. Jefferies Chief Market Strategist David Zervos gave his take on what it all means for stocks, while the team also got a read from the ground on the airlines - and any ongoing shutdown impacts - with the CEO of Delta.  Also in focus: AMD shares surging as investors get bullish on the name - hear one chip analyst's take on the double-digit move, and whether shares are still a buy here. Plus: details on Toyota's big new EV bet here in the U.S., announced just this hour.  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 fresh read on main street and the jobs market through alternatives like the NFIB Small Business Index and new ADP numbers - before checking in on the shutdown and getting market veteran Ed Yardeni's take on all the action.  Also in focus: the state of the AI trade, following yesterday's big rebound - the team checked in with one AI software CEO about key risks ahead, broke down Softbank's big decision to sell its entire Nvidia stake, and got the street's take on new numbers out of AI hyperscaler Coreweave. Plus: hear from the CEO of one AI upstart that's changing the way we do medicine... starting with your doctors office.  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 a tech sector rebound, the AI trade continues its wild ride. Carl Quintanilla, Jim Cramer and David Faber discussed CoreWeave shares down sharply despite a quarterly revenue beat. CoreWeave CEO Michael Intrator joined the program at Post 9 "First on CNBC" to talk about his company's growth strategy and the AI arms race. The anchors reacted to SoftBank selling its entire $5.8 billion stake in Nvidia. Also in focus: Senate bill passage moves the U.S. a step closer to ending the government shutdown, a Nike "Mad Dash," honoring our veterans. 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 jumping after the Senate struck a tentative bipartisan deal aimed at ending the government shutdown. The tech sector was in rally mode, rebounding after worries about AI valuations resulted in the worst week for the Nasdaq since April. Pfizer CEO Albert Bourla joined the program at Post 9 to talk about his company's deal to buy obesity drug maker Metsera for up to $10 billion — he offered some spicy commentary in the process. Also in focus: Tariffs and President Trump's $2,000 check proposal, the Disney vs. YouTube saga, what's driving health insurance stocks lower.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 the latest on the government shutdown before breaking down the market picture with stock-picker Dan Greenhaus. Plus: the AI trade making a big rebound in early trading - hear from the CEO of one company that's pivoting into the data center game (Generac) and more on the key movers to watch today. Also in focus: what new numbers out of instacart - and CNBC's proprietary NRF Retail Monitor - are saying about the consumer; whether a 50-year mortgage could really be on the horizon; and the latest on Pfizer & Moderna as their bidding war comes to a close. 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.

Sara Eisen and Carl Quintanilla kicked off the hour with new consumer sentiment data hitting its lowest levels in years - and key market analysis from J.P. Morgan Asset Management's Chief Global Strategist. Plus: Goldman Sachs' Chief Economist joined the team later on, with more on why he warns it's the worst jobs market he's seen in 50 years - outside of a recession. Also in focus: Citi's blockbuster Tech & Media conference underway in Pebble Beach, California... Sara sat down with Citi CEO Jane Fraser to discuss today's market - and AI bubble fears - before later diving deep into the outlook for AI with IBM CEO Arvind Krishna this hour.  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 drilled down on the tech sector extending Thursday's sell-off: Big tech stocks in the AI trade adding to losses on jitters about valuations. Hundreds of flights have been canceled after the Federal Aviation Administration reduced commercial air traffic due to the government shutdown. Tesla shareholders approved CEO Elon Musk's $1 trillion pay package. Veteran analyst Gene Munster offered his take on what's ahead for Musk, the EV maker and its stock. Affirm CEO Max Levchin joined the program to discuss the "buy now, pay later" fintech's earnings that lifted the stock. Also in focus: Bitcoin and crypto weakness, travel and restaurant stock moves, President Trump acknowledges Americans "might be paying something" for tariffs. 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.

Earnings season rumbling on as new data starts to show cracks in the jobs market:Sara Eisen, Carl Quintanilla, and David Faber kicked off the hour breaking down a new report showing US companies announced the most job cuts for any October - in more than two decades... With more from one Janus Henderson Portfolio Manager who says big tech is still the place to be. Plus: Charles Schwab's CEO joined the team on the heels of a big new bet on private markets - while the CEO of Chime discussed new earnings from the fintech and what they're seeing on the consumer side.  Also in focus: the fate of Elon Musk's $1T pay package getting decided today - why our autos reporter says it's likely to pass; what's driving Doordash shares to their worst day on record; and the biggest earnings movers to know in early trading.  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 government shutdown's impact on air travel: Transportation Secretary Sean Duffy and Federal Aviation Administration officials announced a 10% reduction in air traffic at 40 major U.S. airports, beginning Friday. The anchors reacted to Nvidia CEO Jensen Huang softening comments he made to the Financial Times about China beating the U.S. in the AI race. Shares of Arm Holdings and Qualcomm moved in opposite directions after each company posted earnings. The watch is on to see how Tesla shareholders vote on CEO Elon Musk's $1 trillion pay package at the EV maker's annual meeting. Also in focus: Big market swings for Thursday's 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 the worst day for stocks in almost a month, Carl Quintanilla, Jim Cramer and David Faber drilled down on Tuesday's sell-off — sparked by investor concerns about valuations of stocks in the AI trade. McDonald's shares moved higher as Q3 same-store sales growth overshadowed a quarterly miss. The anchors reacted to the Democrats' big election night, including Zohran Mamdani winning the New York City mayoral race. Also in focus: The Elon Musk $1 trillion pay package vote just one day away, bitcoin's fall below $100,000, "Faber Report" update on the Novo Nordisk-Pfizer bidding war for obesity drugmaker Metsera, Cramer previews Wednesday night's Mad Money "Back to School Tour" episode at Harvard Business School.  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.

Sara Eisen, Carl Quintanilla, and David Faber kicked off the hour with a slew of fresh data on the economic front - and more on what investors need to know as the Supreme Court kicks off Day 1 of arguments around the legality of President Trump's global tariffs... Plus: Bank of America CEO Brian Moynihan joined the team with his read on the economy, live from the company's first investor day in more than 15 years - while the CEO of Lemonade gave his take on how AI is changing the insurance business as those shares surge post-results.  Also in focus: the growing bidding war between Novo Nordisk and Pfizer that could impact the future of the weightloss market... and a deep-dive on what's driving Pinterest shares to their worst day on record. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The tech sector under pressure: Carl Quintanilla, Jim Cramer and David Faber began the show with Palantir shares down sharply despite better-than-expected Q3 results and upbeat revenue guidance. Hear what CEO Alex Karp told CNBC about short sellers as Palantir shares remain among this year's best performers on the S&P 500. Pfizer and Novo Nordisk sweetened their respective offers to buy obesity drugmaker Metsera. Norway's sovereign wealth fund — the world's biggest — said it will vote against Tesla CEO Elon Musk's massive pay package that could total $1 trillion. Shopify President Harley Finkelstein joined the program to discuss the company's earnings and its outlook for the holiday quarter. Also in focus: 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.

Kleenex and Tylenol under one roof: Carl Quintanilla, Jim Cramer and David Faber discussed Kimberly-Clark agreeing to acquire Kenvue for $40 billion in cash and stock. Should investors like the deal? Amazon shares hit a new record high after OpenAI struck a $38 billion infrastructure deal with AWS. Also in focus: November markets playbook, Ford auto sales rise in October despite a slide in EV demand, reaction to earnings from Warren Buffett's Berkshire Hathaway, A price target hike for Nvidia, The CEO of DuPont spin-offQnity joined the anchors at Post 9 on the electronics company's first trading day as an independent company.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.

Carl Quintanilla, Jim Cramer and David Faber delved into Magnificent 7 earnings that sparked a tech rally on the final trading day of October. Amazon shares surged to a new all-time high after posting a quarterly beat, fueled by the fastest cloud growth since 2022. Apple also reported better-than-expected results — and forecast strong demand for the iPhone 17 in the holiday quarter. Chevron CEO Mike Wirth joined the program to discuss the energy giant's beat on earnings despite lower oil prices. The anchors reacted to what Nvidia CEO Jensen Huang said in South Korea about the Chinese market. Also in focus: "Fed for thought" on rates, The AI trade and big tech's capex spending surge, "Faber Report" update on 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, Jim Cramer and David Faber drilled down on a historic day for Nvidia: The chip giant became the first company to reach a $5 trillion market cap.Boeing CEO Kelly Ortberg joined the program to discuss the jet maker's wider-than-expected Q3 loss and taking a charge of nearly $5 billion related to 777X delivery delays.The anchors interviewed Adobe CEO Shantanu Narayen about the company ramping up its AI offerings. Also in focus: New record highs for stocks ahead of Wednesday's Fed decision on rates, Caterpillar surges and leads the earnings parade, why one particular stock plummeted by more than 40%. 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 another record-setting day for stocks, Carl Quintanilla, Jim Cramer and David Faber delved into a slew of tech-related news. OpenAI converted into a public-benefit corporation in which Microsoft will hold a 27% stake. The news sent Microsoft's market cap back above $4 trillion. Separately, Apple hit a $4T valuation for the first time. Amazon announced plans to cut 14,000 jobs. A CEO Doubleheader: AMD's Lisa Su joined the program to discuss the chipmaker's AI supercomputer partnership with the Department of Energy. Royal Caribbean Group's Jason Liberty spoke about the cruise operator's earnings beat and raised guidance that failed to lift the stock. Also in focus: Skyworks Solutions-Qorvo merger, UPS shares surge. 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 kicked off a new trading week with major stock indices hitting new record highs. Hopes for a U.S.-China trade deal sparking market optimism, after both sides agreed to a framework over the weekend ahead of talks between Presidents Trump and Xi. A lot for investors to digest this week, including earnings from five of the "Magnificent 7" tech giants and the Fed's decision on interest rates. "Faber Report": Sources tell David "Yellowstone" creator Taylor Sheridan is leaving Paramount for NBCUniversal. Also in focus: "Merger Monday," Warren Buffett's Berkshire Hathaway underperforms the S&P 500, what Tesla Chair Robyn Denholm told CNBC about Elon Musk's massive pay package. 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.

Leslie Picker, Carl Quintanilla, and David Faber kicked off the hour with breaking news out of Qualcomm - sending those shares surging - before getting the latest on the trade front out of Washington, and more on how to trade it all with Interactive Brokers Chief Strategist Steve Sosnick. Plus: reaction from a top analyst in the semis space on all the headlines - and what a trade war truce could mean for the group... Along with more on the day's other big movers: including Keurig Dr. Pepper, Tesla, and a new deal within the banks.  Also in focus: the case *against* AI super-intelligence... Some of the world's best and brightest signing a new petition to ban advanced AI, saying it poses a danger from security risks to human extinction. Hear from one professor who joined the pledge about what's at stake and why he signed.  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 stocks hitting new record highs, sparked by tamer-than-expected September CPI. Release of the inflation data had been delayed by more than a week due to the government shutdown. The anchors also discussed President Trump's decision to terminate trade talks with Canada — he expressed anger over Ontario's anti-tariffs television ad featuring Ronald Reagan. Also in focus: Intel shares spike on its first earnings report since the U.S. government took a 10% stake in the chipmaker, layoffs at Target, Meta, Applied Materials and Rivian, Ford and Procter & Gamble get a lift from quarterly results, UGG boots maker Deckers Outdoor plunges.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.

Leslie Picker, Carl Quintanilla, and Michael Santoli kicked off the hour with new consumer data and the latest on the trade front out of Washington - before breaking down this morning's cooler-than-expected inflation report with Goldman's Chief U.S. Economist, and Bespoke's Paul Hickey. Plus: get the read out from Ford earnings with former CEO Mark Fields - and a deep-dive on JPMorgan's latest move into the crypto space.  Also in focus: a check in on the AI complex... AI data center start-up Crusoe just raising new money at a $10B+ valuation - with backers including Nvidia and Salesforce. Crusoe's CEO joined the team at Post 9 to talk the news, and whether this massive domestic investment in data centers will really pay off. 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.

Sara Eisen, Carl Quintanilla, and David Faber kicked off the hour with another day of key pullouts from the morning's earnings calls when it comes to consumer and retail trends - before AT&T CEO John Stankey joined the team to breakdown their quarter... and a Netflix analyst gave his take on new numbers from the streaming giant. Plus: the meme trade reviving shares of Beyond Meat & Krispy Kreme - the team asked SEC Chair Paul Atkins about the move, along with what's next when it comes to regulation ahead for quarterly reports, crypto, and more.  Also in focus: another day, another AI deal - today from Applied Digital for a new $5B AI factory lease over the next 15 years. Their CEO joined the broadcast at Post 9 to discuss the news - and whether we're building too many data centers here in the U.S.  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 Netflix shares down sharply on a quarterly earnings miss. The anchors reacted to Netflix Co-CEO Ted Sarandos' earnings call comment about M&A opportunities in light of Warner Bros. Discovery initiating a process to sell itself. In his "Faber Report," David gave an update on WBD — including where Paramount, Comcast and Netflix fit into the picture. Also in focus: Cramer's words of wisdom about meme stocks as Beyond Meat surges more than 900% this week, gold's moves after its worst day in more than a decade, Texas Instruments' weaker guidance drags the stock and the chip sector, Vertiv and the AI energy trade, AT&T earnings reaction, the financial stock Jim says you should buy now.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 discussed breaking news from David: Warner Bros. Discovery has initiated a process to sell the company — and that Netflix and Comcast are among the interested parties. General Motors shares surged on a Q3 beat and raised full-year guidance. Earnings winners include Coca-Cola, 3M and GE Aerospace.  David interviewed Starboard Value CEO Jeff Smith at the 13D Monitor Active-Passive Investor Summit. The activist investor discussed companies including Tylenol maker Kenvue, of which Smith is a board member. Also in focus: Apple $4 trillion watch, Disney+ cancellations, what Goldman Sachs CEO David Solomon told CNBC about the credit cycle.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.

A busy morning of reports as earnings season heats up: Sara Eisen, Carl Quintanilla, and David Faber kicked off the hour with key pullouts from the morning's earnings calls when it comes to tariff costs and consumer trends - before Coca-Cola CEO James Quincey joined the team to breakdown their quarter... Hear his view on demand, pricing, China, and the low-income consumer. Plus: Faber's exclusive reporting when it comes to a possible sale of Warner Brothers Discovery.  Also in focus: the street's biggest names convening for 13D's annual 'Active-Passive Investor Summit' in NYC today. Catch deep dives on the state of activist investing - and where they see opportunity here - with Corvex Management CIO Keith Meister and later on, Impactive Capital's Lauren Taylor Wolfe (who argued: we're in an AI bubble here).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.

Sara Eisen, David Faber, and Carl Quintanilla kicked off the hour looking at fresh data on the China front before breaking down the market picture with Charles Schwab's Chief Investment Strategist Liz Ann Sonders. Plus: why gold and stocks are partying together - according to market veteran Ruchir Sharma, who broke down the rare correlation and why it could lead to an "unpleasant surprise" for investors... and what to do with Netflix shares - ahead of results tomorrow. Also in focus: Mark Cuban telling CNBC that the Trump administration deserves credit for its efforts to reduce drug prices - hear his exclusive comments, this hour... Along with the latest on the huge internet outage sending a number of high profile websites dark this morning... and the regulatory win sending Boeing shares to fresh highs.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

After the best week for stocks since August, Carl Quintanilla, Jim Cramer and David Faber discussed shares of Apple rising on news about stronger demand for the iPhone 17. The anchors also explored what to expect from the markets this week, with a slew of earnings and CPI inflation data on tap. Hear Cramer's take on where you should take profits now. Rare earth stocks extend their red-hot rally amid the U.S.-China standoff regarding Beijing's export curbs. Also in focus: Nvidia CEO Jensen Huang's take on China and chip curbs, Cleveland-Cliffs soars, a $5,000 call on gold, the Amazon Web Services outage, a note from Morgan Stanley's Adam Jonas on Tesla and robots.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 led off the show with more upward momentum for the AI trade: Salesforce shares up sharply after the company said it expects revenue of more than $60 billion in 2030. Taiwan Semiconductor's quarterly beat and guidance added to positive market sentiment. Rare earth stocks extended their parabolic rise amid the U.S.-China dispute over Beijing's export controls. The anchors react to OpenAI CEO Sam Altman's response to the backlash surrounding his decision to have ChatGPT allow erotic chats. Also in focus: The comments Starbucks CEO Brian Niccol made to Cramer that sent the stock higher, Fed Governor Waller's latest message on everything from rate cuts and inflation to a softer labor market.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 the view from the C-suite when it comes to the consumer and broader economy along with the latest from Washington - before getting into key trades with J.P. Morgan Global Market Strategist Meera Pandit. Plus: earnings season beginning to heat up... Hear the CEO of BNY Melon breakdown their results and the broader M&A environment, while former United Airlines Chairman & CEO gave his take on the airline's strong guidance - despite looming government shutdown risks to aviation.  Also in focus: a cohort of governors spanning 15 blue U.S. states and territories forming a new public health alliance to counter moves from the Trump Administration - and one of them joined the team to explain why (Colorado's Jared Polis).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 market rally on a day in which September CPI was scheduled to be released. The report has been postponed until October 24 due to the government shutdown. Shares of Bank of America and Morgan Stanley jumped on better-than-expected quarterly results. The anchors reacted to Treasury Secretary Scott Bessent's harsh criticism of China at the CNBC Invest in America Forum. Sara Eisen interviewed Fed Governor Stephen Miran at that event, discussing his push for further rate cuts. On the AI Front: A consortium including Blackrock, Nvidia, Microsoft and xAI agreed to buy a data center company for about $40 billion. Hear what Salesforce CEO Marc Benioff told Jim at Dreamforce Tuesday about AI and the speed of innovation. 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.

Big banks driving market moves this morning: Carl Quintanilla, Leslie Picker, and David Faber kicked off the morning with a breakdown of key takeaways from new numbers out of Morgan Stanley and Bank of America before drilling down into individual picks with Trivariate's Adam Parker - and later getting the view from the C-suite when it comes to the consumer, credit, M&A and more with first Citizens Financial's CEO (calling out a "positive macro" on the call) and later Bank of America CEO Brian Moynihan.  Plus: what investors need to know from CNBC's "Invest in America" forum - including the Treasury Secretary's newest comments about the trade war with China, and how CEOs are gauging potential regulation ahead.  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 stock markets down sharply after Monday's rebound rally — as trade tensions between the U.S. and China re-escalate. The anchors also delved into big banks kicking off earnings season, including quarterly results from JPMorgan Chase, Wells Fargo, Goldman Sachs and Citigroup. BlackRock Chairman & CEO Larry Fink joined the show at Post 9 to talk about earnings as well as the investment landscape both globally and in the U.S. Also in focus: The latest on OpenAI, hear what Oracle's new CEOs and Broadcom CEO Hock Tan had to say about AI, Johnson & Johnson's upbeat quarterly results and outlook. 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.

U.S. markets under pressure as China strikes back with new sanctions: Carl Quintanilla, David Faber, and Sara Eisen - who's live from DC this hour - discussed the latest reads on the economy through the lens of new small business data and key bank earnings commentary before discussing how to play results from the group with one of the street's top analysts. Plus: European Central Bank President Christine Lagarde joined Sara for a deep dive.... spanning trade tensions to the global growth outlook, before the team also checked in on New York City's economy with one of the city's largest commercial real estate operators and owners (RXR's Scott Rechler).  Also in focus: ETSY moving from the NASDAQ to the NYSE and ringing the opening bell today - their CEO joined the team at Post 9 to talk that news, along with how they're using AI to transform the business.  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 a look at the big winners during this bull market, which marks its third anniversary this coming weekend. The anchors discussed the future for the Fed: Steve Liesman reports Treasury Secretary Scott Bessent has narrowed down the list of candidates for Federal Reserve chair to five from eleven. Also in focus: A fresh record high for the Nasdaq, "Faber Report" with an update on the Paramount Skydance-Warner Bros. Discovery talks, earnings blues for Levi Strauss, an AI stock soars on the "CoreWeave effect," Cramer previews his big week ahead in San Francisco. 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.

New consumer data at the top of the hour: Carl Quintanilla, David Faber and Leslie Picker kicked things off with a look at the market set-up into a make-or-break week of results out of the Big Banks with JPMorgan Asset Management's Chief Market Strategist for Americas Gabriella Santos. Plus: a look at the bull case for Amazon with one analyst who calls it his top pick - along with a deep-dive on Lululemon shares with company founder Chip Wilson, who's taking aim at the company for what he calls blatant mismanagement in a new WSJ ad.  Around the edges: the playbook for energy stocks as the President teases a potential diplomatic trip to the Middle East, and a live look at the NBA's first game in China since 2019 - with a focus on the money at stake. 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 another record-setting day for the S&P 500 and Nasdaq, Carl Quintanilla, David Faber and Mike Santoli discussed the AI trade and reacted to comments made to the BBC by JPMorgan Chase CEO Jamie Dimon. He said he is "far more worried than others" about a serious market correction. On the earnings front: Delta shares surged on better-than-expected quarterly results and guidance, while PepsiCo posted its own Q3 beat. Also in focus: The record run for gold and silver, Treasury Secretary Bessent blasts Dodd-Frank rules, Nvidia gets a price target hike, probe into Tesla autos, Ferrari shares in reverse. 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 hitting records at the open - before pressure in the early trade:Carl Quintanilla, Sara Eisen, and David Faber kicked off the hour with the latest alternative data reads from the street as the government shutdown continues to delay key reports - before getting a read on consumer demand, inflation, and more with the CEO of Pepsico, fresh off results from the name. Plus: hear one former Goldman Sachs Chief Economist discuss the AI trade - and rally in gold prices - along with Morgan Stanley's analysis on how AI will impact where, when, and how we work... Around the edges: details on a new NHTSA probe into Tesla - following supposed safety concerns around the company's FSD technology... More on what's driving Ferrari shares to their worst day in years... And a look at how millennials are changing the investing game with big bets on alternative assets.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Gold hitting record high after record high: Carl Quintanilla and Sara Eisen kicked off the hour with a look at what's driving the historical rally - before discussing the market impact with Citi's U.S. Equity Strategist Scott Chronert... And later on, Wall Street Journal Chief Economics Correspondent Greg Ip argued it's a sign of eroding faith in central banks worldwide - find out why.  Also in focus: OpenAI out with a slew of new products and partnerships... Hear more on how to trade the news across semiconductor stocks *and* big tech with a key focus on possible risks ahead. 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 AI trade and what Nvidia CEO Jensen Huang told Jim and the audience at the CNBC Investing Club's Monthly Meeting on Tuesday. The anchors also reacted to what Huang said Wednesday morning on CNBC about the AI landscape. The gold rally rolls on one day after the precious metal closed above $4,000 for the first time. Also in focus: Market reaction to Tesla's unveiling of its lower-priced Model Y and Model 3 EVs, FedEx downgraded, worries about a freight recession, what Dell CEO Michael Dell told CNBC about the future for data centers. 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 delve into the OpenAI trade fueling the rally in tech stocks -- including AMD extending its gains after soaring Monday on its partnership with the maker of ChatGPT. Our team took some time testing out OpenAI's "Sora" app -- you'll want to see the results. Gold also in rally mode, surpassing $4,000 per ounce for the first time ever. Jim explains why we are in "the year of magical investing" -- and previews Tuesday's CNBC Investing Club Monthly Meeting featuring Nvidia CEO Jensen Huang. Also in focus: The buzz surrounding Tesla's product event, Intercontinental Exchange's strategic $2 billion investment in Polymarket.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 government shutdown officially hits 1 week: Carl Quintanilla and Sara Eisen kicked off the hour with a look at the alternatives to government data investors should know - along with the latest from DC - before breaking down the overall economic picture with former Fed President & Goldman Sachs Vice Chair Robert Kaplan. Plus: billionaire tech investor Orlando Bravo joined the team with his take on the massive money flowing into public and private markets around AI... which he argues is not a bubble.  Around the edges: details on the new deal between online betting platform 'Polymarket' and the owner of the New York Stock Exchange... a debate on whether AI shopping tools are actually *bad* for retail's bottom line.. And the key takeaways from results out of Constellation Brands 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 Sara Eisen discussed a morning of market moves abroad and at-home - as big political changes hit countries like Japan and France. Rockefeller's Ruchir Sharma joined the team to break it all down, fresh off an article in the Financial Times arguing betting on America is just one bet on AI... Find out why this hour, before a deep-dive on the AMD-OpenAI deal sending shares of the former name surging to their best day in years.  Plus: hear from the man who wants to turn Nike around, CEO Elliott Hill, in a wide-ranging sit down from the company's Portland HQ... His first television interview since taking role. Included this hour - his strategy to return to growth, how they're clearing old inventory, and why he returned after retiring in 2020.  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 big development in the world of AI: AMD shares soared more than 30% after the company and OpenAI announced a multi-year partnership. The agreement calls for the maker of ChatGPT to purchase six gigawatts of AMD's "Instinct" GPUs -- and receive a warrant that could result in 10% ownership in the chipmaker. AMD CEO Lisa Su and OpenAI Co-Founder & President Greg Brockman joined the program "First on CNBC" to discuss the partnership.Also in focus: Fifth Third Bancorp buys Comerica for $10.9 billion in stock, Tesla teases a Tuesday event, what Nike CEO Elliott Hill told Sara Eisen about his company's turnaround 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.

Carl Quintanilla and Jim Cramer discussed the S&P 500 and Nasdaq hitting fresh record highs, on a day in which the September jobs report was not released due to the government shutdown. The AI-fueled rally in the spotlight -- and the term "bubble" coming into play. The anchors reacted to Goldman Sachs CEO David Solomon's warning of a stock market "drawdown" after the surging AI trade. Hear what Chicago Fed President Austan Goolsbee told CNBC about AI. Also in focus: Market moves by tech's "trillion-dollar club" including a rare downgrade for Apple, quantum stocks' parabolic leap, Applied Materials' revenue warning drags down shares of chip equipment makers. 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 day two of the government shutdown, Carl Quintanilla, Courtney Reagan and Michael Santoli explored the S&P 500 and Nasdaq hitting new record highs. The tech sector surged to new all-time highs sparked by the AI trade -- in reaction to OpenAI's valuation jumping to $500 billion. Tesla shares in volatile trading after the EV maker posted record deliveries for the third quarter, while rival Rivian lowered its annual deliveries forecast. Also in focus: Government shutdown developments including the delay of jobless claims data  — and what Treasury Secretary Scott Bessent told CNBC about the potential impact of the shutdown on GDP, Berkshire Hathaway agrees to acquire Occidental Petroleum's chemicals unit for $9.7 billion in cash.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 under pressure as the government shutdown begins: Carl Quintanilla, Sara Eisen, and David Faber broke down the latest headlines - and what they mean for stocks, markets, and your wallet with Trivariate's Adam Parker before later getting Apollo Chief Economist Torsten Slok's take on all the action. Plus: what "Trump-RX" and the government's new deal with Pfizer could mean for an underperforming healthcare sector... and a deep-dive on Nike's results - and whether a turnaround could be in the cards here.  Also in focus: a big day for public debuts - as AI data-center REIT "Fermi" goes public on the NASDAQ, and the parent company of the biggest flood insurance provider here in the U.S. begins trading at the New York Stock Exchange. What investors should know about both names ahead of the first trade.  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 engaged in a wide-ranging discussion about the potential impact of the federal government shutdown, which began Wednesday after midnight.The ADP employment report shows the private sector unexpectedly shed 32,000 jobs in September. Nike shares rose on a quarterly beat as CEO Elliott Hill implements his turnaround plan for the company.Also in focus: All things AI, Tesla raises lease prices after expiration of a federal EV tax credit, Ford posts higher Q3 auto sales across the board, what's next for big pharma in wake of President Trump'sdrug pricing deal with Pfizer, Warren Buffett's Berkshire Hathaway reportedly near a $10 billion deal to buy Occidental's petrochemical business, why sports betting stocks have taken a hit.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.

Carl Quintanilla, Jim Cramer and David Faber led off the show with President Trump warning of mass federal layoffs if a government shutdowngoes into effect after midnight. On the final trading day of September and Q3, the anchors highlighted the quarter's big winners and the AI trade, including CoreWeave's $14 billion computing power deal with Meta. Jim takes you inside his new book "How To Make Money In Any Market,"which is now on sale. Also in focus: Fed speak on rates and inflation, Spotify falls on CEO changes, how to play the banks.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.