Podcast appearances and mentions of David Faber

Carl Quintanilla, Jim Cramer and David Faber discussed a report from Iranian state media, which said Iran will consider all of Elon Musk's companies in the Middle East as military targets as it retaliates against the U.S. This comes one day before Musk's SpaceX is set to go public with a historic and massive IPO. The anchors reacted to Oracle shares taking a hit: The company's AI spending plans overshadowed a Q4 beat. In San Francisco, David previewed his interview with Jeff Bezos and Vik Bajaj, Co-CEOs and Co-Founders of AI startup Prometheus. KKR, Nvidia, Vistra and Kuwait Investment Authority have launched a new AI infrastructure company, Helix Digital Infrastructure. The CEO of Helix and a top executive at KKR joined the program to talk about it. Also in focus: Stocks try to rebound from Wednesday's sell-off, hotter-than-expected May PPI, a look back at SpaceX through the years.  Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, Jim Cramer and David Faber discussed names in the tech sector recouping some of their losses from Friday's sell-off — the Nasdaq's worst day in more than a year. Oil prices eased from their highs after Iran said it would end military operations against Israel. The anchors engaged in a wide-ranging discussion about what to expect from Apple's WWDC, Tim Cook's final developers conference as CEO. In the mix: Cook's AI legacy — and a WWDC flashback. Also in focus: SpaceX IPO watch, Corning surges on Amazon AI deal, Why Intel shares jumped 10%, Citi raises its S&P 500 target to 8100, Lilly shares gain on obesity drug trial results,  Paramount drama as former "60 Minutes" correspondent Scott Pelley sounds off to The New York Times about CBS News chief Bari Weiss. 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 Quintanill, Jim Cramer and David Faber led off the show with weakness in the tech sector, which is threatening the S&P 500's bid for a ten-week win streak. National Economic Council Director Kevin Hassett joined the program with White House reaction to the stronger-than-expected May jobs report. Hear the exchange between Cramer and Hassett about Americans who are not thriving in this economy. The anchors discussed SpaceX one week away from going public. They reacted to Elon Musk's comments to JPMorgan Chase CEO Jamie Dimon at the bank's  SpaceX event, including why now is the time for an IPO. Also in focus: The S&P 500 denies SpaceX fast entry, Lululemon slides, Apple's WWDC and Siri, bitcoin's ugly week. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, Jim Cramer and David Faber explored the tech sector being dragged down by a member of the trillion-dollar club: Broadcom shares tumbled in reaction to the company missing on quarterly revenue and reiterating long-term AI chip sales guidance. A different story for the Dow: The blue-chip index gained more than 700 points. The anchors also discussed Elon Musk's SpaceX gearing up for its IPO roadshow after it filed plans for a $135 per share offering, valuing the company at nearly $1.8 trillion. Public debut day for Honeywell's Quantinuum, whose CEO joined the show to discuss the future for the quantum computing company. Also in focus: CrowdStrike slides, Blackstone's flagship private credit fund redemptions. 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 new developments regarding SpaceX's massive IPO: Leslie Picker said a source is telling her that Elon Musk's company is looking to price its offering at $135/share and raise $75 billion, aiming for a valuation of $1.75 trillion. With stocks entering the day at record highs, the anchors reacted to comments Goldman Sachs CEO David Solomon made to Picker at the Economic Club of New York about the AI boom and the markets: "There's more greed than there is fear." Also in focus: Private credit-related stocks under pressure in reaction to fund redemption stories, drama at Paramount as CBS News ousts "60 Minutes" correspondent Scott Pelley, Palo Alto Networks' wild ride on earnings. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, Jim Cramer and David Faber covered all of the bases regarding the AI trade: Alphabet plans to raise $80 billion in equity capital to fund AI investments, shares of Marvell Technology soared after Nvidia CEO Jensen Huang called the chipmaker the next "trillion-dollar company," Hewlett Packard Enterprise shares surged on a quarterly beat and guidance. The anchors discussed highlights from David's exclusive interviews with OpenAI CEO Sam Altman and Oracle CEO Clay Magouyrk at Stargate's data center in Michigan. Also in focus: President Trump names housing finance chief Bill Pulte as acting director of intelligence, Goldman Sachs says "Sell" Intuit, McDonald's new growth strategy, bitcoin falls below $70,000. 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 AI trade: Nvidia enters the PC space by unveiling a new N1X processor. The announcement gave a boost to shares of Microsoft, Dell, HP and Arm — while putting pressure on the stocks of Intel, AMD and Qualcomm. SoftBank CEO Masayoshi Son spoke to CNBC in Paris about the company's plan to invest more than $80 billion in data centers in France. At Stargate's data center in Michigan, David previewed his exclusive interviews with OpenAI CEO Sam Altman, Oracle CEO Clay Magouyrk and Related Digital Chairman Jeff Blau: Also in focus: Barry Diller's $18 billion bid to acquire MGM Resorts, Berkshire Hathaway buys Taylor Morrison for $6.8 billion, U.S.-Iran tensions weigh on stocks.   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.

CNBC's David Faber sat down with Sam Altman, OpenAI CEO, at the groundbreaking for the $16 billion data center campus in Saline Township, Michigan, on Monday. Kelly Evans & Brian Sullivan discussed the market action back at CNBC's global headquarters and were joined by Eamon Javers who reported the latest Iran War headlines from Washington and Kate Rooney who broke down Anthropic's confidential IPO filing with the SEC.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

On the final trading day of May, Carl Quintanilla, Jim Cramer and David Faber led off the show with Dell shares soaring more than 30% on the company's blowout quarter and upbeat outlook. The anchors explored what it all means for the AI trade. They also discussed a bullish month of May and record highs for stocks, as well as the groups that have missed out on this month's rally. WTI Crude on track for its worst month in more than a year amid hopes for a U.S.-Iran peace deal. Also in focus: Chevron's CEO warns of a spike in oil prices this summer, Anthropic overtakes OpenAI on the valuation front, Elon Musk's X post about SpaceX and Anthropic, Costco and Gap fall, earnings winners and losers, Clorox CEO to step down. 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 tech and the AI trade: Salesforce shares fell in reaction to the company's mixed Q1 results and lighter-than-expected revenue guidance for the current quarter. Shares of Snowflake soared on news of its Q1 beat, raised outlook and a $6 billion commitment to its multiyear partnership with Amazon's AWS.  On the M&A front: Fertitta Entertainment agrees to buy Caesars Entertainment in an all-cash deal valued at $5.7 billion. Also in focus: Crude oil prices rise amid faltering hopes for a U.S.-Iran deal, Marvell extends its rally, Dell wins Pentagon contract, retailers surging on earnings, Meta launches subscriptions, Cramer's take on investing in Microsoft, economic data deluge. 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 tech fueling stocks' record run: Micron rallies and lifts the memory chip makers after joining the $1 trillion valuation club.  The anchors reacted to Goldman Sachs' call to raise its year-end price target on the S&P 500 to 8,000. Also in focus: SpaceX's IPO and new "fast entry" rules as the company gets ready to go public, Zscaler plummets, GE Vernova CEO's take on data centers in space, software woes ahead of Salesforce's after-the-bell earnings, JPMorgan Chase CEO Jamie Dimon on "high" asset prices, retail earnings winners and losers, the SpaceX "halo effect" on space stocks.   Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, Jim Cramer and David Faber explored what to make of the S&P 500 hitting a fresh record high, helped by hopes for a peace deal between the U.S. and Iran. The AI trade also fueling gains on Wall Street: Micron shares soared and lifted the chip sector after UBS more than tripled its price target on the stock to $1,625. The anchors discussed other stories on the AI front: Pope Leo XIV's AI warning, an Anthropic co-founder on guiding AI, OpenAl CEO Sam Altman refutes the idea of a "jobs apocalypse" due to AI. Also in focus: The stocks rocketing higher in reaction to SpaceX's planned IPO, Lilly buys three vaccine makers, Dropbox CEO to step down, BP ousts its chairman, Cramer's calls on the 30-year yield and retail, Ferrari's new EV.   Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, Jim Cramer and David Faber explored what to make of the S&P 500 hitting a fresh record high, helped by hopes for a peace deal between the U.S. and Iran. The AI trade also fueling gains on Wall Street: Micron shares soared and lifted the chip sector after UBS more than tripled its price target on the stock to $1,625. The anchors discussed other stories on the AI front: Pope Leo XIV's AI warning, an Anthropic co-founder on guiding AI, OpenAl CEO Sam Altman refutes the idea of a "jobs apocalypse" due to AI. Also in focus: The stocks rocketing higher in reaction to SpaceX's planned IPO, Lilly buys three vaccine makers, Dropbox CEO to step down, BP ousts its chairman, Cramer's calls on the 30-year yield and retail, Ferrari's new EV.   Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, Jim Cramer and David Faber explored market reaction to Nvidia's record Q1 results fueled by the AI boom. Hear what Nvidia CEO Jensen Huang told CNBC about the tech giant benefiting from hyperscalers. The anchors broke down what's in SpaceX's IPO filing: Elon Musk's company setting the stage for a historic public debut. Walmart shares down sharply on weaker-than-expected guidance — the retail behemoth citing the impact of high gasoline prices on customers. Toll Brothers Executive Chairman Doug Yearley joined the program at Post 9 to discuss the state of the housing market one day after the homebuilder's shares rallied on earnings. Also in focus: Intuit tumbles, the "Trump effect" on surging quantum computing stocks. 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 what to expect from Nvidia's quarterly results due out after Wednesday's close of trading. The anchors reacted to highlights from Andrew Ross Sorkin's wide-ranging CNBC Exclusive interview with Jeff Bezos at Blue Origin Rocket Park. Retail and the consumer in focus: Target, Lowe's and TJX all posting better-than-expected quarterly results. See how one of the three companies saw its stock take a hit in reaction to earnings call comments. Also in focus: The 30-year yield hovering around 2007 highs, Intuit layoffs, software vs. chips, what Anthropic CEO Dario Amodei told Oprah Winfrey about the AI buildout race, Toll Brothers shares jump on the homebuilders' earnings.   Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, Jim Cramer and David Faber explored a tale of two tech sectors: Semiconductors extending their two-day slide after a red-hot run-up, while beaten-down software stocks move higher. Where should you put your money into the two groups? Hear what Intel CEO Lip-Bu Tan told Jim on "Mad Money" about AI and the demand for CPUs. The anchors also discussed treasury yields hitting multiyear highs on inflation jitters and the U.S. conflict with Iran. Also in focus: Home Depot's earnings beat, Elon Musk to appeal the OpenAI trial ruling, Anthropic vs. the Pentagon in court, Google-Blackstone AI venture, Meta layoffs watch.   Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, Sara Eisen, and David Faber began the hour with fresh housing data along with new Wall Street commentary around growing inflation fears before getting into the market outlook with Morgan Stanley Wealth Executive Director Jim Lacamp and later on - longtime market veteran Charles Dallara (who's got a new warning when it comes to energy markets). Plus: key takeaways from Google's I/O developer conference, a look at one 150 year old company experiencing the AI transformation first hand, and the latest headlines out of oral arguments in Anthropic's case against the Department of Defense, kicking off this morning.    Elsewhere this hour: the housing tear down - from Home Depot results to record high mortgage rates - and what they mean for the rest of the group in today's trade.    Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

With the S&P 500 and Nasdaq coming off their worst day since March, Carl Quintanilla, Jim Cramer and David Faber kicked off a new week of trading that will include earnings from Nvidia and Walmart. With inflation and Iran war developments on Wall Street's radar, the anchors discussed the recent jump in bond yields and oil prices — and what's at stake for the markets. The biggest power deal on record: NextEra Energy agrees to buy Dominion in an all-stock transaction valued at $66.8 billion. Also in focus: Regeneron shares tumble on melanoma drug trial results, jury set to deliberate at the Elon Musk-OpenAI trial, price target hikes for Nvidia, veteran strategist Ed Yardeni's take on the future for rates once Kevin Warsh leads the Fed.   Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, Sara Eisen, and David Faber kicked off the hour with a look at the growing debate over rising stocks AND rising bonds - before getting to the latest out of Washington when it comes to fading hopes around Iran, and breaking it all down with RBC's Head of U.S. Equity Strategy and Rockefeller's Ruchir Sharma. Plus: details on key movers you should watch here - from developments in Lululemon's battle with its activist Founder Chip Wilson to key details out of a new tie-up that would create the world's largest electric utility company... and a read from the ground when it comes to AI's use cases within biotech, according to one longtime expert.    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.

Consumer inflation coming in hotter-than-expected for April: Carl Quintanilla, David Faber, and Seema Mody broke down what it could mean for the broader rally with Michael Santoli - along with Bespoke Investment's Paul Hickey and Moody's Chief Economist Mark Zandi... While also debating whether dotcom bubble comparisons are valid. Plus: more on the latest software name getting hit post-results (Zoominfo), what it portends for an already battered software sector... along with details on the China side of big tech ahead of the President's face-to-face with Xi Jinping later this week.    Elsewhere this hour: a look at some extremely bullish action within the options market, details on Ebay's rejection of Gamestop's takeover offer, and other key movers in the early trade like Wendy's and Under Armour.        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 a lot of news for the markets to digest: April CPI surged to 3.8% year-on-year on the spike in gasoline prices. The S&P 500 and Nasdaq pulled back from record highs and crude oil prices jumped amid heightened tensions between the U.S. and Iran. President Trump is heading to China Tuesday night for high-stakes meetings with President Xi. Nvidia CEO Jensen Huang was not on the list of business leaders joining the president's delegation on the trip. Jim co-hosted the show from FedEx headquarters, where he will interview CEO Raj Subramaniam Tuesday night on "Mad Money." Also in focus: eBay turns down GameStop's $56 billion unsolicited takeover offer, a tough day for parabolic tech stocks.   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.

This hour: Carl Quintanilla, Sara Eisen, and David Faber broke down whether the broader rally has legs here with Evercore's Julian Emmanuel, before diving into whether the wild gains seen in chips can hold with longtime tech investor Ben Reitzes of Melius Research. Plus: the latest developments in the Iran war from Washington along with a fresh read from the head of one global tanker who has ships around the Strait of Hormuz...   Elsewhere this hour: Dr. Vin Gupta breaking down whether growing Hantavirus concerns are warranted here; a look at one commodity riding the AI frenzy; and more on Fox's latest moves when it comes to new NFL games.    Squawk on the Street Disclaimer   Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The opening hour of CNBC's "Squawk on the Street" with Carl Quintanilla, Jim Cramer and David Faber is broadcast each weekday from the floor of the New York Stock Exchange, on site at the opening bell with the up-to-the-minute news investors need to know and interviews with the most influential CEOs and greatest market minds. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, Jim Cramer and David Faber led off the show with market reaction to the better-than-expected April jobs report, plus where AI fits into the labor picture.  The anchors also discussed layoffs at Cloudflare, Upwork and BILL.com — the companies' announcements came within a 24-hour period. CoreWeave CEO Michael Intrator joined the program at Post 9 to talk about the company's AI strategy, as well as the guidance that sent the stock lower. Another record setting day for the Nasdaq, with Nvidia and Apple hitting all-time highs. Also in focus: Anthropic's push toward a $1 trillion valuation, earnings winners and losers including Airbnb and Coinbase, U.S.-Iran deal watch.   Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, Jim Cramer and David Faber drilled down on new record highs for the S&P 500 and Nasdaq — amid investor hopes for an Iran deal. AI in the spotlight: In a "First on CNBC" interview, Arm Holdings CEO Rene Haas spoke about the chip designer's better-than-expected results, which didn't stop the stock from falling sharply lower. The anchors discussed what Anthropic CEO Dario Amodei said about the AI startup trying to keep up with demand, after posting 80-fold growth in Q1. Also in focus: McDonald's beats on earnings despite a "challenging environment," Shake Shack tumbles, the Iran war effect on Whirlpool's stock, Datadog and Fortinet soar and spark a software rally, Elon Musk's take on the SpaceX-Anthropic deal.   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.

AI optimism, consumer cracks, and Iran headlines driving the stocks today: Carl Quintanilla, Sara Eisen, and David Faber kicked off the hour with a breakdown of new commentary when it comes to consumer earnings - spanning Whirlpool, McDonald's, DoorDash and more - before discussing where to put money to work here with Partners Group's Anastasia Amoroso. Plus: is an end to the Iran War really in sight? Hear former Defense Secretary Mark Esper's take on what comes next.    Elsewhere this hour: details on the day's biggest AI high-flyers and some bullish signals out of the options market; plus the view from the C-Suite when it comes to the health of the economy... according to the CEOs of two earnings names - fintech company Chime, and energy drink maker Celsius   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 focused on the S&P 500 and Nasdaq hitting record highs — and crude oil prices falling — on a published report that says the White House believes it's nearing an agreement with Iran on a memorandum of understanding to end the war. The AI trade: AMD CEO Lisa Su joined the program exclusively to discuss the chipmaker's quarterly beat and guidance that lifted the stock to a new all-time high. Also in focus: Nvidia-Corning AI partnership, Disney jumps on Q2 results, bookings guidance boosts Uber 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.

Escalating tensions in the Strait of Hormuz moving yields and markets... Carl Quintanilla, David Faber, and Sara Eisen kicked off the hour with a contrarian take from investors at the Milken Global Conference - before the team got the latest out from Washington and more on how to navigate the tech trade with one of the street's best, following new numbers from Palantir. Plus: chip stocks in focus after a few key results and a report Apple's contemplating new suppliers... Hear the CEO of On Semi breakdown the demand picture, along with more on some huge moves in the options market.    Elsewhere this hour: a deep-dive with the current Commissioner of the FDA - as he pushes back on growing criticism tied to drug approvals.    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 tech propelling the Nasdaq to a new all-time high. The anchors discussed what Amazon CEO Andy Jassy told Jim Monday night on "Mad Money" about the company's Al capex strategy. Speaking of AI: Palantir shares pulled back despite a Q1 beat, record revenue growth and raised guidance. Hear what the company's CEO Alex Karp said on its earnings call about "AI slop." Also in focus: What Alphabet President Ruth Porat told David about AI risks during an on-stage session at the Milken Global Conference, Paramount slides on earnings, Shopify President Harley Finkelstein joined the program to discuss results and guidance that weighed on the stock.   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 coast-to-coast edition of "Squawk on the Street": Carl Quintanilla at the NYSE, Jim Cramer in Seattle ahead of his "Mad Money" interview with Amazon CEO Andy Jassy, and David Faber at the Milken Institute Global Conference in Beverly Hills -- where he interviewed Apollo Global Management President Jim Zelter about the state of private credit. The anchors discussed the record run for stocks, as well as a volatile Monday session for oil prices on conflicting reports related to the Iran war. Shares of eBay jumped after GameStop offered to buy the company for $56 billion in cash and stock. Also in focus: Amazon's supply chain services launch weighs on shares of FedEx and UPS, Spirit Airlines' demise, Warren Buffett on investors' "gambling mood." 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.

Goldman's Tony Pasquariello breaks down his forecast for markets, earnings and much more. Plus, Vista Equity Group's Robert Smith joins David Faber from the Milken Conference with his take on the recent rally in software. And Strategas' Chris Verrone weighs in on the interest rate landscape. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

On the last trading day of the month, Carl Quintanilla, Jim Cramer and David Faber led off the show with market reaction to quarterly results from four of the "Magnificent 7": Alphabet, Amazon, Meta and Microsoft. The anchors explored which of those tech giants are best  positioned in the AI race. Hear what top executives from the four companies said on their respective earnings calls about capex strategy. Also in focus: Shares of Caterpillar and Eli Lilly jump on earnings beats, Nvidia and the AI trade, President Trump lauds the Intel rally as the stock more than doubles in April, Elon Musk back on the stand at the OpenAI trial, PCE — the Fed's preferred inflation gauge — posts its biggest gain in almost three years in wake of the Iran war. 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.

From big tech earnings to the Fed's decision to hold rates steady... Carl Quintanilla, Sara Eisen, and David Faber broke down what investors should know this hour - and what it means for the markets - with an all-star cast including Janus Henderson's Global Macro Investing head and one of the street's top big tech analysts. Plus: how AI is changing drug discovery with the CEO of Bausch & Lomb, and new CNBC reporting around a staggering new possible valuation for Anthropic.  Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, Jim Cramer and David Faber covered a lot for the markets to digest: Earnings from Magnificent 7 components Alphabet, Amazon, Meta and Microsoft due out after the close, the Fed decision on rates and what could be the last FOMC meeting with Jerome Powell as head of the Fed, the Senate Banking Committee vote on advancing Kevin Warsh's nomination to become the next Fed Chair. A CEO doubleheader: Starbucks' Brian Niccol and Robinhood's Vlad Tenev joined the program to discuss the companies' respective quarterly results — the stocks moving in opposite directions. Also in focus: Chips surge, the public debut for Bill Ackman's Pershing Square, Visa and T-Mobile earnings, gasoline prices hit a new wartime high.   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.

This hour: A slew of earnings moves, Kevin Warsh gets confirmed as Fed Chair, and no SCOTUS decision just yet for Fed Governor Lisa Cook...  Carl Quintanilla, Sara Eisen, and David Faber broke down the latest stock swings - spanning Starbucks, Visa, NXP Semi, Seagate, Lululemon, and a whole lot more - with Evercore's Julia Emanuel and even got a read from the C-suite from one of them: Lemonade CEO Daniel Schreiber, fresh off results hitting those shares.   Elsewhere this hour: a deep-dive you don't want to miss with market veteran Bill Ackman... as he raises funds in a combined IPO of his new fund and his management firm.   Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, Sara Eisen, and David Faber kicked off the hour with fresh consumer data and color from a slew of earnings reports before turning to the macroeconomy with Cantor Fitzgerald's Chief Equity & Macro Strategist - and hurtling into the consumer picture with the CEO of Barclays, fresh off earnings there. Plus: extra color from the CEO of Coca-Cola, who exclusively spoke with Sara this morning - and a deep-dive on tech stocks, as a new report around OpenAI hits the group in early trading.    Elsewhere this hour: Council on Foreign Relations President Michael Froman - with his take on new headlines the UAE is leaving OPEC in May, and the U.S. & Iran remain far apart on any peace deal.   Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, Jim Cramer and David Faber led off the show with the AI Trade: Semiconductor stocks took a hit and pulled the Nasdaq down from a record high, in reaction to a report that said OpenAI recently missed its revenue and user targets. The Elon Musk-Sam Altman trial enters day two, with opening arguments set to begin. The anchors also explored market reaction to earnings from Coca-Cola, General Motors and UPS — plus what their results are indicating about the state of the economy. Also in focus: Oil prices rise as the White House is skeptical about Iran's latest offer, the United Arab Emirates to leave OPEC, the high-flying stocks in pullback mode, Spotify's stock slump, Starbucks earnings preview.   Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Entering a big week in which most of the Magnificent 7 lead the earnings parade, David Faber and Jim Cramer covered many developments surrounding AI: The record run for stocks including Nvidia's market cap rising back above $5 trillion, OpenAI caps revenue share payments as part of its revamped partnership with Microsoft, Elon Musk's lawsuit against OpenAI and its CEO Sam Altman goes to trial Monday, Related Companies CEO Jeff Blau joined the show to discuss Related Digital securing financing for Oracle's $16 billion data center project in Michigan. Also in focus: The red-hot chip sector rally, Verizon rises on earnings, reports of a Qualcomm-OpenAI partnership. Domino's tumbles. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

A busy week ahead - from data to key events and earnings... David Faber, Sara Eisen, and Michael Santoli kicked off the hour discussing what's top of mind for investors, before getting Apollo Chief Economist Torsten Slok's take. Plus: a big day for tech - from semis taking a breather after a historic rally to Musk vs. Altman kicking off in court... Hear one of the street's top semiconductor analysts breakdown his top picks - along with the latest from the ground from outside the courtroom in Oakland, California. Elsewhere this hour: new details from Washington on the Iran war - as peace talk hopes shrink, along with more on what we know about the suspected attacker at this weekend's White House Correspondents 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.

David Faber and Jim Cramer discussed what to make of Intel shares soaring and leading a big semiconductor sector rally on Wall Street. The chipmaker posted blowout quarterly results and issued upbeat guidance, driven by the AI boom. Hear what Intel CEO Lip-Bu Tan said on the company's earnings call about the road ahead -- and Elon Musk. Shares of AMD, Arm Holdings and Qualcomm also up double-digits during the session — and Taiwan Semiconductor hit a fresh all-time high on regulatory news. Also in focus: Procter & Gamble beats the street but faces headwinds due to the Middle East conflict, Oracle's AI debt, Meta and Nike Layoffs, Musk says Tesla Cybercab production is underway. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

David Faber and Jim Cramer covered all of the bases on tech earnings: Tesla shares under pressure on comments from Elon Musk about capex plans and full self-driving, after the company posted mixed Q1 results. ServiceNow tumbled and IBM fell sharply despite both companies posting quarterly beats. Texas Instruments was a bright spot — rallying by double digits on upbeat results and guidance, fueled by strength in its industrials and data center businesses. Also in focus: SpaceX IPO watch, AI roundup, the slump in alternative asset manager stocks and the software sector, earnings winners and losers including results from American Express, Comcast and Blackstone.   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.

This hour: David Faber, Sara Eisen, and Michael Santoli kicked off the hour with the latest takeaways from earnings before diving into the market outlook with Piper Sandler's Chief Investment Strategist. Plus: how to trade Tesla as shares fall post-results with one analyst forecasting more pain to come... and a deep-dive on the health of the economy with the CEO of Raymond James, fresh off record numbers from their company.  Elsewhere this hour: exclusive results from CNBC's latest All-America Survey, exclusive comments from IBM's CEO, and more on software's  slump in the early trade... And don't miss a discussion on whether AI's future is open source with the CEO of Nvidia-backed AI company 'Reflection'.  Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

David Faber and Jim Cramer discussed stocks rising one day after President Trump announced he is extending the ceasefire with Iran. Boeing CEO Kelly Ortberg joined the program to discuss quarterly results that gave a boost to the company's stock. GE Vernova shares surged on its better-than-expected Q1 earnings and raised guidance driven by data center demand. Also in focus: SpaceX says it has an option to buy AI startup Cursor for $60B, Tesla earnings preview, AT&T falls despite Q1 beat, Apple CEO change follow-up, Best Buy picks a new CEO, the Avis 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.

This hour: David Faber, Sara Eisen, and Michael Santoli discussed key takeaways from a deluge of earnings and data this week - before diving into aerospace results (Boeing & United) with one of the street's top analysts. Plus: Bespoke Investment's Paul Hickey joined the team with details on one key part of the market that's breaking out - and "serves as confirmation" of the broader rally...    Elsewhere this hour: a can't miss interview with Senator Elizabeth Warren - spanning inflation, Iran, Fed Chair nominee Kevin Warsh, and even a controversial endorsement.    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.

This hour: David Faber, Sara Eisen, and Michael Santoli broke down the state of play before diving into a fiery Senate confirmation hearing for Fed Chair nominee Kevin Warsh. Hear what Warsh had to say about Fed independence, scrutiny over undisclosed investments, and where he'd take policy.    Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

David Faber and Jim Cramer led off the show with reaction to President Trump's wide-ranging live interview on CNBC, including his take on the Iran war, Anthropic and Kevin Warsh — just ahead of the Fed Chair nominee's confirmation hearing on Capitol Hill. Apple announced its hardware chief John Ternus will replace Tim Cook as CEO effective September 1, with Cook transitioning to executive chairman. The anchors discussed Cook's legacy and Apple's future — especially when it comes to AI. Also in focus: Amazon to invest another $25 billion in Anthropic, market reaction to earnings from the likes of UnitedHealth and GE Aerospace, Avis' red-hot rally rolls on.     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 what to make of this month's big market rally after stocks hit record highs last week. Oil prices back on the rise after last week's double-digit decline, as the U.S.-Iran standoff over the Strait of Hormuz intensifies. M&A in the spotlight: Eli Lilly has agreed to buy cancer drug maker Kelonia Therapeutics for up to $7 billion, American Airlines rejects merger talks with United Airlines, QXO agrees to buy TopBuild in a $17 billion deal to create a building products giant. Also in focus: Google reportedly in talks with Marvell to build AI chips, software stocks' big rebound, the Meta layoffs picture, why Avis shares have soared more than 380% in a month. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The opening hour of CNBC's "Squawk on the Street" with Carl Quintanilla, Jim Cramer and David Faber is broadcast each weekday from the floor of the New York Stock Exchange, on site at the opening bell with the up-to-the-minute news investors need to know and interviews with the most influential CEOs and greatest market minds. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The opening hour of CNBC's "Squawk on the Street" with Carl Quintanilla, Jim Cramer and David Faber is broadcast each weekday from the floor of the New York Stock Exchange, on site at the opening bell with the up-to-the-minute news investors need to know and interviews with the most influential CEOs and greatest market minds. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

This hour: David Faber and Sara Eisen broke down a return of the tech trade (software, semiconductor, and quantum stocks leading the charge) with Citi's Head of U.S. equity strategy, before checking in with the CEOs of 2 earnings names - Pepsico & regional bank Citizens Financial. Plus: details on a new model out of Anthropic, what's sending quantum stocks surging, and a look at the IEA's jet fuel warning that could derail summer vacation plans for some. 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.