Podcast appearances and mentions of David Faber

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Best podcasts about David Faber

Latest podcast episodes about David Faber

Squawk on the Street
SOTS 2nd Hour: Trump Talks Greenland, Citadel's Ken Griffin, & Thoma Bravo's Orlando Bravo 1/21/26

Squawk on the Street

Play Episode Listen Later Jan 21, 2026 45:58


Carl Quintanilla, Sara Eisen, and David Faber kicked off the hour with reaction to President Trump's latest remarks at Davos - as stocks jumped on new comments around Greenland. Citadel's Ken Griffin (at Davos for the first time in over a decade) gave his first reaction on the backside - along with his take on the macro, geopolitics and more. Plus: Sara also checked in with one of tech's biggest dealmakers in Davos - Thoma Bravo's Orlando Bravo - about why the recent software sell-off could be a buying opportunity.  Also in focus: the key movers of the day, from Netflix slumping post-results to big gains for the chips. What's driving those moves, 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.

Squawk on the Street
Market Sell-Off, Trump Tariff Threat, Netflix Amends WBD Offer to All-Cash 1/20/26

Squawk on the Street

Play Episode Listen Later Jan 20, 2026 42:54


David Faber and Jim Cramer kicked off the holiday-shortened trading week with the markets in sell-off mode — as President Trump ramps up his push to annex Greenland and threatens double-digit tariffs on eight European nations opposed to such a move. Jim explores how investors should navigate Tuesday's pullback. David breaks down Netflix's amended offer to acquire Warner Bros. Discovery's studio and streaming assets: It's now an all-cash deal. Hear what Treasury Secretary Scott Bessent told CNBC at the World Economic Forum in Davos, Switzerland — from his message to Europe on Greenland, to comments about Fed Chair Jerome Powell's plans to attend the Supreme Court hearing on the case involving Fed Governor Lisa Cook. Also in focus: AI news galore, Amazon CEO Andy Jassy in Davos on tariffs and the consumer, 3M shares fall despite an earnings beat. 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.

Squawk on the Street
SOTS 2nd Hour: Tariff Threats & The Market Picture; Plus: LIVE from Davos (Citi CEO, Salesforce CEO, Micron CEO) 1/20/26

Squawk on the Street

Play Episode Listen Later Jan 20, 2026 43:59


Stocks under pressure but off the lows as the President dials up his rhetoric and tariff threats around Greenland: Sara Eisen, David Faber, and Michael Santoli kicked off the hour with the latest and a look at what's moving in early trading - before breaking down the macro with a number of high profile interviews, live from the World Economic Forum in Davos... Today: Citi CEO Jane Fraser, Oracle's Marc Benioff, and Micron CEO Sanjay Mehrohtra. Plus: the latest on Netflix's newest offer in its bid for Warner Brothers 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.

Squawk on the Street
Chips Extend Rally, Micron CEO "First on CNBC," Five More Years for Dimon?  1/16/26

Squawk on the Street

Play Episode Listen Later Jan 16, 2026 44:49


David Faber and Jim Cramer delved into the chip sector rally: The U.S. and Taiwan reached a trade agreement to build chips and chip factories on American soil in a $250 billion deal. Micron CEO Sanjay Mehrotra joined the program "First on CNBC" — and discussed breaking ground on a new chipmaking complex in upstate New York. Micron shares have more than tripled over the past twelve months. At an event in Washington, DC on Thursday, JPMorgan Chase CEO Jamie Dimon said he'd like to stay at his job for "at least" five more years — but was he joking? Also in focus: The S&P 500 moves closer to 7,000, Elon Musk-OpenAI trial, new developments in the 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.

Squawk on the Street
SOTS 2nd Hour: Semis Surge, Fmr. Treasury Secretary Lew & The Big Banks Breakdown: Day 2 1/15/26

Squawk on the Street

Play Episode Listen Later Jan 15, 2026 42:55


Carl Quintanilla, Sara Eisen, & David Faber kicked off the hour with fresh jobs data boosting stocks - as tech stocks surge in early trading thanks to strong results out of the world's biggest semiconductor manufacturer. The team broke down both stories and their market impact with one longtime market veteran, before also diving into the banks this morning as Goldman Sachs and Morgan Stanley gain post-results. Also in focus: U.S.-Iran tensions simmering after new sanctions were announced during the hour - hear veteran energy expert Helima Croft's take on the action... and a deep-dive on what's next in the DOJ's Powell probe with former Treasury Secretary Jack Lew, who calls Fed independence "one of the underpinnings of our economy". 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.

Squawk on the Street
Tech Rebounds on Taiwan Semi/AI Trade, BlackRock CEO Larry Fink Exclusive, Big Bank Earnings Wrap-up 1/15/26

Squawk on the Street

Play Episode Listen Later Jan 15, 2026 45:26


Carl Quintanilla, Jim Cramer and David Faber led off the show with the rebound in tech, sparked by Taiwan Semiconductor posting a Q4 earnings beat and boosting capital spending guidance thanks to strong AI demand. President Trump clearing the way for Nvidia H200 chip sales to China also lifted sentiment. In a CNBC Exclusive, BlackRock CEO Larry Fink joined the anchors at Post 9 and talked about issues including the Fed, AI and investing in America. They also discussed BlackRock's earnings beat and record assets of more than $14 trillion. Also in focus: Goldman Sachs and Morgan Stanley are the last of the big banks to post earnings, oil prices fall on news involving Trump and Iran.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.

Squawk on the Street
SOTS 2nd Hour: The Big Banks Breakdown, Value Investing Picks, & A Washington Wrap-up 1/14/26

Squawk on the Street

Play Episode Listen Later Jan 14, 2026 43:39


Carl Quintanilla, Sara Eisen, & David Faber kicked off the hour with a banks breakdown - including key commentary from executives - before breaking down a number of macro headlines (from Powell pressure to a possible SCOTUS tariffs decision) with former Cleveland Fed President Loretta Mester along with Raymond James' lead U.S. policy analyst. Plus: the value investing playbook with one longtime investor in the space - Oakmark's Bill Nygren... and the latest out of a congressional underway this hour to potentially ban stock trading by lawmakers.  Also in focus: Tesla making a big shift when it comes to their Full Self Driving tech - what it means for consumers and shareholders... and a deep-dive on the key names getting hit by renewed scrutiny in 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.

Squawk on the Street
Bank Earnings Day Two, Trump vs. Powell, "Good News, Bad News" Inflation Picture 1/14/26

Squawk on the Street

Play Episode Listen Later Jan 14, 2026 42:09


On the second day of bank earnings, Carl Quintanilla, David Faber and Sara Eisen explored why shares of Bank of America, Wells Fargo and Citigroup fell in reaction to their respective quarterly results. The anchors discussed President Trump's latest criticism of Jerome Powell in wake of the Justice Department's criminal probe of the Fed chair. The November Producer Price Index came in hotter-than-expected year-on-year, but tamer than forecasts on a month-on-month basis. Also in focus: Trump speaks out on JPMorgan Chase CEO Jamie Dimon, sources tell David that Netflix is likely to make its deal to acquire Warner Bros. assets all-cash, weakness in software stocks, oil prices hit October highs as Trump considers ordering military strikes in Iran. 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.

Squawk on the Street
DOJ Powell Probe Backlash, JPMorgan Chase's Earnings Beat, Eli Lilly CEO Exclusive 1/13/26

Squawk on the Street

Play Episode Listen Later Jan 13, 2026 41:53


Carl Quintanilla, Jim Cramer and David Faber discussed the Justice Department's criminal probe into Federal Reserve Chair Jerome Powell — and how it's facing blowback from both sides of the aisle on Capitol Hill, as well as condemnation from central bankers around the globe. The anchors also discussed JPMorgan Chase's quarterly beat as the bank's results kick off earnings season. In a CNBC Exclusive at the J.P. Morgan Healthcare Conference in San Francisco, Jim interviewed Eli Lilly CEO David Ricks about obesity drugs and the company's growth into a $1 trillion pharma giant. Also in focus: December CPI holds steady at 2.7% year-on-year, Microsoft's new data center initiative to lower power costs. 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.

Squawk on the Street
SOTS 2nd Hour: More Powell Probe Fallout, CPI Market Impact, & Bank Earnings Breakdown 1/13/26

Squawk on the Street

Play Episode Listen Later Jan 13, 2026 44:09


Carl Quintanilla, Sara Eisen, & David Faber kicked off a big morning on Wall Street with more fallout related to the DOJ-Powell probe, before hitting 2 other key stories of the day: consumer inflation & bank earnings. Evercore's Julian Emanuel and former Barclays CEO Bob Diamond joined the team to give their takes on the action.  Plus: Microsoft out with a new 5-part plan to reduce consumer impact from its growing energy, water, and land use tied to AI... President Brad Smith broke down the move and what comes next this hour.   Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Squawk on the Street
SOTS 2nd Hour: Trump vs. Powell - Yellen Comments, Market Takeaways, & What Comes Next 1/12/26

Squawk on the Street

Play Episode Listen Later Jan 12, 2026 45:42


Carl Quintanilla, Sara Eisen, & David Faber kicked off the hour with new comments from former Treasury Secretary Janet Yellen - not mincing words when it comes to a new DOJ probe targeting Fed Chair Powell - before breaking down the market impact with Truist Wealth's Chief Investing Officer. Plus: former CEA chair Jason Furman joined the team with his take on the action - fresh off a new joint statement with Yellen and other important officials - arguing these moves have highly negative consequences on inflation and the broader economy.  Elsewhere: hear about how the consumer's holding up with the CEO of Shopify - and the latest on media stocks as Paramount files a new lawsuit in its quest to own 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.

Streaming Into the Void
Streaming Into the Void - January 11, 2026 - New Year, More of the Same

Streaming Into the Void

Play Episode Listen Later Jan 12, 2026 38:42


This week, Warner Bros. Discovery rejects Skydance's buyout offer. Again. And regional sports networks are on the brink of collapse. Again. Nielsen Ratings Show Notes ‘Stranger Things' Surprise Final Episode Doesn't Exist: Here's Why Fans Thought ‘Conformity Gate' Was Real Warner Bros Discovery tells investors to reject ‘inadequate' $108bn Paramount bid CNBC Exclusive: Transcript: Warner Bros. Discovery Board Chair Samuel Di Piazza Jr. Speaks with CNBC's David Faber on “Squawk Box” Today Warner Bros. Rejects Latest Paramount Bid, Favoring Netflix - Bloomberg Paramount Reaffirms $30 A Share Cash Offer For Warner Bros. Discovery Some of Warner Bros' biggest investors are split on Paramount offer | Reuters Main Street-DAZN deal reportedly dead, Fubo rumored as new bidder as NBA, NHL prepare for mid-season shutdown All nine MLB teams cancel their contracts with FanDuel Sports Network - The Athletic ‘The Pitt' Renewed for Season 3 at HBO Max The Wonderfully Weird World of Gumball Renewed for Two More Seasons ‘The Lowdown' Scores Season 2 Renewal at FX ‘Legend of Aang: The Last Airbender' Will Skip Theaters and Debut on Paramount+ Alongside New ‘Seven Havens' Series (Exclusive) ‘Mayor of Kingstown' Renewed for Fifth and Final Season at Paramount+ ‘Mayor of Kingstown' Ending: Five Questions About Season 5 and the Future of the Sheridan-Verse Netflix's Stephen King TV Adaptation Based On NYT Bestselling Fantasy Novel Canceled With An Apology From Duffer Bros Is 'Emily in Paris' Coming Back? Season 6 Renewal News, Premiere Date Explained - Netflix Tudum ‘Black Mirror' Renewed For Season 8 At Netflix Netflix Orders ‘I Suck At Girls' Comedy Series From Justin Halpern, Patrick Schumacker & Bill Lawrence What We've Been Doing Wake Up Dead Man: A Knives Out Mystery Fallout

Squawk on the Street
SOTS 2nd Hour: December Jobs Report - Goldman's Takeaways, Rockefeller's Ruchir Sharma; Plus - SCOTUS/Tariffs Decision Latest 1/9/25

Squawk on the Street

Play Episode Listen Later Jan 9, 2026 44:32


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.

Squawk on the Street
Hassett on Jobs, Tariffs and Pres. Trump's Meeting With Oil CEOs 1/9/26

Squawk on the Street

Play Episode Listen Later Jan 9, 2026 47:40


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.

Squawk on the Street
SOTS 2nd Hour: New Jobs Data, Trump Agenda Latest, & UBS's Healthcare Playbook 1/8/25

Squawk on the Street

Play Episode Listen Later Jan 8, 2026 43:22


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.

Squawk on the Street
Trump Sparks Defense Rally, Paramount Responds to WBD, Alphabet Leapfrogs Apple 1/8/26

Squawk on the Street

Play Episode Listen Later Jan 8, 2026 42:27


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.

Squawk on the Street
Market Records and What's Inexpensive, Alaska Air's Big Boeing Jet Order, WBD Rejects Paramount Again 1/7/26

Squawk on the Street

Play Episode Listen Later Jan 7, 2026 45:30


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.

Squawk on the Street
SOTS 2nd Hour: AMD CEO Talks AI, Financials To Bank On, & Cantor's Equity Drawdown Warning 1/6/26

Squawk on the Street

Play Episode Listen Later Jan 6, 2026 42:26


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.

Squawk on the Street
Dow's "Santa Claus Rally," Jensen Huang's CES Showcase, Venezuela Effect 1/6/26

Squawk on the Street

Play Episode Listen Later Jan 6, 2026 42:16


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.

Squawk on the Street
SOTS 2nd Hour: Venezuela latest - Market, Geopolitics, Crypto & National Security Implications 1/5/26

Squawk on the Street

Play Episode Listen Later Jan 5, 2026 43:16


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.

Squawk on the Street
Oil Stocks' Venezuela Rally, Maduro Heads to Court, Versant Media's Debut 1/5/26

Squawk on the Street

Play Episode Listen Later Jan 5, 2026 42:25


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.

Squawk on the Street
2026 Markets, Tesla Deliveries, Mega-Tech Rallies Into the New Year 1/2/26

Squawk on the Street

Play Episode Listen Later Jan 2, 2026 42:16


David Faber and Sara Eisen kicked off the first trading day of 2026 by exploring what to expect from stocks in the new year. In 2025, the major indices posted another year of double-digit gains. The anchors and Phil LeBeau discussed Tesla delivery numbers down 16% for Q4 and in negative territory for a second consecutive year.  Mega-tech stocks such as Nvidia, Alphabet, Apple and Amazon began 2026 in rally mode. Jefferies chief strategist David Zervos offered his market and economic outlook for the new year. Mike Santoli broke down market momentum heading into 2026. Also in focus: Williams-Sonoma, RH and Wayfair rally after President Trump delays tariff hikes on furniture and kitchen cabinets.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.

Squawk on the Street
Bulls Rule in 2025, AI from Apple to Nvidia, Blinder's Fed Outlook for 2026 12/31/25

Squawk on the Street

Play Episode Listen Later Dec 31, 2025 42:08


David Faber and Sara Eisen wrapped with another year of double-digit gains for the stock market — and highlighted a number of names which more than doubled or tripled their returns in 2025. Lots to discuss on the AI front: What to expect from hyperscalers in the new year, news involving Nvidia and Taiwan Semiconductor — and why 2026 is a critical year for Apple. Former Federal Reserve vice chairman Alan Blinder joined the program to discuss what he's expecting from the Fed next year. Mike Santoli offered his perspective on this year's market trends. Also in focus: Warren Buffett's final day as Berkshire Hathaway CEO, Nike CEO Elliott Hill buys $1 million worth of company 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.

Squawk on the Street
SOTS 2nd Hour: 2025's Charts of the Year, Tech/Retail Playbooks, & AI Headlines to Know 12/30/25

Squawk on the Street

Play Episode Listen Later Dec 30, 2025 43:00


Sara Eisen and David Faber began the hour with a look at some defining economic charts of the year before breaking down the bull case for stocks with one longtime market veteran. Plus: Meta making a deeper push into AI agents with a new acquisition reportedly worth billions... hear key analysis from D.A. Davidson's Head of Internet Research - and the latest on Softbank fully funding its $40B commitment to OpenAI. Also in focus: Guggenheim's top retail picks for the new year - including some names you might not expect... Key details from fresh housing data just crossing... and a deep-dive on a new AI start-up hitting the restaurant scene. 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.

Squawk on the Street
Metals Rebound, SoftBank's $40B Bet on OpenAI, Meta's AI Acquisition 12/30/25

Squawk on the Street

Play Episode Listen Later Dec 30, 2025 45:58


David Faber and Sara Eisen discussed precious metals rebounding from Monday's sell-off — which resulted in the worst day for silver in almost five years. AI in the spotlight: Sources told David that SoftBank has completed its $40 billion investment commitment to OpenAI. Meta has agreed to acquire Singapore-based AI startup Manus. The anchors reacted to President Trump's harsh words for Fed Chair Powell. 2026 outlook: Semiconductors and the AI trade, commercial real estate, media and the battle for Warner Bros. 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.

Squawk on the Street
Squawk on the Street: 12/29/25

Squawk on the Street

Play Episode Listen Later Dec 29, 2025 42:06


David Faber and Sara Eisen kicked off the final trading week of 2025 with the precious metals rally taking a breather after silver topped $80 an ounce for the first time. Stocks also pulled back after the S&P 500 hit an all-time intraday high on Friday. Former Federal Reserve economist Claudia Sahm offered her 2026 outlook for the economy, inflation and the Fed. The anchors reacted to Lululemon founder Chip Wilson's decision to launch a proxy fight in an effort to shake up the company's board. Also in focus: Softbank ramps up its AI strategy with a $4 billion deal, the "Magnificent 7" gap that could widen in the new year, riding the financials rally into 2026.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.

Squawk on the Street
SOTS 2nd Hour: Debasement Trade, Software Vs. Hardware, & Trump's High Stakes Mar-A-Lago Meetings 12/29/25

Squawk on the Street

Play Episode Listen Later Dec 29, 2025 43:48


Sara Eisen, and David Faber began the hour with a look at the precious metals rally - and why it's tied to the debasement trade - before discussing the broader market outlook with Trivariate's Adam Parker. Plus: is it time to go from hardware to software? Hear one veteran tech investor's take on why 2026 will see "mindblowing" advancements in the latter sector - and what it means for stocks... and former DOJ antitrust watchdog Jonathan Kanter's opinion on whether Nvidia's GROQ deal is a new way for companies to avoid scrutiny from regulators. Also in focus: a high stakes meeting today between the President and Israeli Prime Minister Benjamin Netanyahu - the team discussed the latest and what's at stake with former Council on Foreign Relations head Richard Haass.  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.

Squawk on the Street
Record Highs and the Santa Claus Rally Watch, Metals Rock, Nvidia's $20B Deal 12/26/25

Squawk on the Street

Play Episode Listen Later Dec 26, 2025 42:10


Brian Sullivan, Morgan Brennan and Dominic Chu discussed fresh record highs for the S&P 500, sparking investor hopes for a "Santa Claus rally." Gold, silver and platinum also hit new all-time highs. David Faber outlined details of the story he broke shortly after the close of trading on Christmas Eve: Nvidia agreed to acquire assets from chip design startup Groq for $20 billion.  Elon Musk's Tesla and SpaceX in the spotlight -- a former Tesla board member shares his 2026 expectations for both companies. Also in focus: The stocks that have more than doubled and tripled returns this year, defense sector strength, the outlook for Lululemon and Nike shares after a rough 2025, Strategy goes defensive on bitcoin, tech's Christmas winners.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.

Squawk on the Street
Peltz's Trian Strikes a Deal, Paramount Amends WBD Offer, Nvidia and Tech Rise 12/22/25

Squawk on the Street

Play Episode Listen Later Dec 22, 2025 45:54


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.

Squawk on the Street
Nike Tumbles, FedEx Beats and the Stock Falls, OpenAI Valuation Watch 12/19/25

Squawk on the Street

Play Episode Listen Later Dec 19, 2025 42:39


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.

Squawk on the Street
Inflation Data Rally, Micron's Surge and the AI Trade, Trump Media Soars 12/18/25

Squawk on the Street

Play Episode Listen Later Dec 18, 2025 42:30


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.

Squawk Pod
Media's New Soap Opera: Netflix, Paramount, & Warner Bros. Discovery 12/17/25

Squawk Pod

Play Episode Listen Later Dec 17, 2025 40:24


The Warner Bros. Discovery board has unanimously recommended shareholders reject Paramount Skydance's hostile bid for the company's film and streaming assets. Netflix Co-CEO Greg Peters joins CNBC's David Faber, Becky Quick, and Andrew Ross Sorkin to discuss Netflix's winning bid for Warner Bros., HBO, and HBO Max. Media watcher Rich Greenfield delves into the funding details of each offer, and Becky shares her own reporting on shareholder Mario Gabelli's reaction to the news. Plus, it's likely to be the biggest IPO of the year: Medline, a 58-year-old company you may have never heard of. CEO Jim Boyle explains why now was the perfect time for a public listing.  Greg Peters - 15:05Rich Greenfield - 27:14Jim Boyle - 38:26 In this episode:Rich Greenfield, @RichLightShedDavid Faber, @davidfaberBecky Quick, @BeckyQuickAndrew Ross Sorkin, @andrewrsorkinCameron Costa, @CameronCostaNY Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Squawk on the Street
SOTS 2nd Hour: Fed Chair Race Developments, WBD-Netflix Latest, & LIVE: Robinhood, Oklo CEOs 12/17/25

Squawk on the Street

Play Episode Listen Later Dec 17, 2025 46:25


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.

Squawk on the Street
WBD Rejects Paramount and Recommends Netflix Deal, 20 Years of "Squawk on the Street" 12/17/25

Squawk on the Street

Play Episode Listen Later Dec 17, 2025 45:39


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.

Squawk on the Street
Jobs Tuesday: NEC Director Hassett on Employment Report, the Fed and AI 12/16/25

Squawk on the Street

Play Episode Listen Later Dec 16, 2025 48:56


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.

Squawk on the Street
SOTS 2nd Hour: Data Deluge - Key Highlights & Market Implications, Biggest IPO Of The Year, and LIVE: Kraft Heinz' New CEO 12/16/25

Squawk on the Street

Play Episode Listen Later Dec 16, 2025 43:04


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.

Squawk on the Street
SOTS 2nd Hour: Fed Chair Race Developments, The 4 O's of a Bubble, & Moody's Chief Economist 12/15/25

Squawk on the Street

Play Episode Listen Later Dec 15, 2025 39:47


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.

Squawk on the Street
A Busy Market Week and a "Stunted" AI Boom 12/15/25

Squawk on the Street

Play Episode Listen Later Dec 15, 2025 42:37


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.

Squawk on the Street
Broadcom Extends AI Sell-Off, Lululemon CEO to Step Down, Chipotle CEO Interview12/12/25

Squawk on the Street

Play Episode Listen Later Dec 12, 2025 45:23


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.

Squawk on the Street
Disney-OpenAI Agreement, Oracle Tumbles, Fed After the Rate Cut 12/11/25

Squawk on the Street

Play Episode Listen Later Dec 11, 2025 45:32


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.

Squawk on the Street
SOTS 10AM: Exclusive: Disney CEO Bob Iger and OpenAI CEO Sam Altman on new deal 12/11/25

Squawk on the Street

Play Episode Listen Later Dec 11, 2025 55:56


Disney CEO Bob Iger and OpenAI CEO Sam Altman join David Faber exclusively to talk about a new content licensing and investment deal between the two companies. Plus, the latest on the Fed decision, Oracle's big plunge, and media investor Mario Gabelli discusses the Warner Bros. Discovery saga.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.

Squawk on the Street
SOTS 2nd Hour: Nvidia's China Concessions, Fedspectations, & K-Shaped Economy Concerns 12/9/25

Squawk on the Street

Play Episode Listen Later Dec 9, 2025 43:06


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.

Squawk on the Street
Paramount and Netflix Battle For WBD, Trump's Green Light to Nvidia, Altman on AI Fears 12/9/25

Squawk on the Street

Play Episode Listen Later Dec 9, 2025 42:49


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.

Squawk on the Street
SOTS 2nd Hour: Netflix-Warner Deal Heats Up - The Latest, Plus IMAX CEO's Predictions, & LIVE: IBM CEO 12/8/25

Squawk on the Street

Play Episode Listen Later Dec 8, 2025 45:57


David Faber, Sara Eisen, and Michael Santoli began the hour with breaking news on Netflix's deal for Warner Bros. Discovery - as Paramount Skydance makes a new hostile tender offer. Hear what CEO David Ellison had to say about what's at stake, and why they should be the buyer... Along with what the CEO of IMAX thinks of both offers. Plus: more on IBM's $11B bet on big data - CEO Arvind Krishna joined the team to talk about the company's new deal for Confluent.  Also in focus: A big decision on interest rates ahead. Sara broke down where the Fed stands on both sides of its mandate (employment & inflation) before Crossmark's Bob Doll gave his predictions. 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.

Squawk Pod
Netflix Wins Warner Bros. Discovery: IP, Antitrust, & Rivals 12/05/25

Squawk Pod

Play Episode Listen Later Dec 5, 2025 35:56


Netflix has reached a deal to buy Warner Brothers Discovery film and streaming assets, ending a dramatic bidding war between Paramount Skydance, Comcast, and Netflix. Andrew Ross Sorkin, Becky Quick, and Joe Kernen examine the terms, the break-up fees, the regulatory risks, and the math for shareholders with CNBC's David Faber. Together, they consider whether Paramount Skydance owner David Ellison will pay the breakup fee and what players are willing to pay for key intellectual property. Entertainment journalist and Puck founding partner Matt Belloni offers his insight from sources inside Hollywood and warns, many creatives in the industry are not happy about the deal. David Faber - 10:41Matt Belloni - 21:05 In this episode:Matt Belloni, @MattBelloniDavid Faber, @davidfaberBecky Quick, @BeckyQuickJoe Kernen, @JoeSquawkAndrew Ross Sorkin, @andrewrsorkinCameron Costa, @CameronCostaNY Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Squawk on the Street
Netflix Wins Bidding War, Agrees to Buy Warner Bros. In $72B deal 12/5/25

Squawk on the Street

Play Episode Listen Later Dec 5, 2025 47:13


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.

Squawk on the Street
Mr. Huang Goes to Washington, WBD Battle Heats Up, Meta Rallies 12/4/25

Squawk on the Street

Play Episode Listen Later Dec 4, 2025 45:36


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.

Squawk on the Street
Futures Trading Outage, November Volatility, Black Friday Bonanza 11/28/25

Squawk on the Street

Play Episode Listen Later Nov 28, 2025 42:51


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.

Squawk on the Street
SOTS 2nd Hour: Black Friday Edition - Incl. L.L. Bean's CEO, Apple's Holiday Takeaways, & A Read On Luxury Demand 11/28/25

Squawk on the Street

Play Episode Listen Later Nov 28, 2025 41:37


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.

Squawk on the Street
Alphabet vs. Nvidia, OpenAI and $207B, Dell Jumps 11/26/25

Squawk on the Street

Play Episode Listen Later Nov 26, 2025 43:37


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.