Podcast appearances and mentions of David Faber

Another day of record highs on the NASDAQ:  Carl Quintanilla, Sara Eisen, and David Faber broke down fresh consumer data top of the hour before Wharton Professor Jeremy Siegel joined the team with his take on why the Fed NEEDS to cut rates - in a big way, and soon. Plus: a read from the ground on trade with the CEO of logistics giant Flexport... and more on the blockbuster IPOs of the day - from crypto exchange Gemini to Via Transportation, whose CEO joined the team at Post 9 ahead of the first trade.   Also in focus: huge moves higher for certain names... Hear David Faber's exclusive reporting on a possible Paramount-Skydance/Warner Brothers Discovery deal - as shares of both name pop higher... And don't miss a deep-dive on the future of Opendoor with new Chairman Keith Rabois, who argues the company's value is potentially "infinite" with shares up +1,000% on the year.Squawk on the Street Disclaimer

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

On a record-setting day for the S&P 500, Carl Quintanilla, Jim Cramer and David Faber discussed market reaction to key economic data: August CPI rose year-on-year while weekly jobless claims jumped to levels not seen in four years. AI in the spotlight one day after shares of Oracle soared 36%, adding $224 billion to its market cap and making founder Larry Ellison $100 billion wealthier. On a somber day for the United States, the anchors remembered the September 11 attacks which occurred 24 years ago. Also in focus: Day two for Klarna after its shares rose 15% in its public debut, a downgrade for Apple, one CEO's take on a "terrible consumer experience," Jim previews his visit to Corning's Kentucky plant that makes glass for Apple devices, the manhunt for the shooter who killed political activist Charlie Kirk.Squawk on the Street Disclaimer

How much of the market's next move is centered around a considerable cut from the Fed? We discuss with Yardeni Research's Ed Yardeni. Plus, Paramount Skydance could make a bid for Warner Bros. Discovery. CNBC's David Faber breaks down all the details. Marathon Asset Management's Bruce Richards tells us what he is expecting from the credit market – with a Fed cut looking more likely. And Sofi's Liz Thomas tells us where she is finding opportunity with stocks at record highs. 

Carl Quintanilla, Jim Cramer and David Faber delved into a big stock story boosting the AI Trade: Shares of Oracle soared more than 35% after it issued a cloud revenue forecast exceeding $500 billion. Oracle surpassed a $900 billion valuation — putting company founder Larry Ellison in a battle with Elon Musk for the title of world's wealthiest person. The anchors and their "Squawk Box" counterparts took a trip down memory lane in celebration of that show's 30th anniversary. In a "First on CNBC" interview, Robinhood CEO Vlad Tenev joined the program from his company's "HOOD Summit" in Las Vegas. Also in focus: A surprise decline in August PPI, Klarna gears up for its Wall Street debut after pricing its IPO above the expected range. Squawk on the Street Disclaimer 

Carl Quintanilla, Jim Cramer and David Faber explored what to expect from Apple's product launch event on Tuesday. The company is expected to unveil its new iPhone 17 lineup. Where does AI fit into the picture? M&A also in the spotlight: Shares of Nebius soar after the Dutch company struck a multibillion-dollar AI Infrastructure deal with Microsoft.Anglo American and Teck Resources agree to merge and create a $53 billion copper mining giant. "Squawk Box" celebrates its 30th anniversary by ringing the Nasdaq opening bell. Don't miss the flashback montage featuring David, Jim and Carl. Also in focus: What Starbucks CEO Brian Niccol told CNBC about his turnaround plan one year after taking the top job. Squawk on the Street Disclaimer

Carl Quintanilla, Jim Cramer and David Faber explored the White House's efforts to influence the Fed. The anchors reacted to an op-ed in The Wall Street Journal co-written by Citadel CEO Ken Griffin about "Trump's Risky Game With the Fed." Treasury Secretary Scott Bessent's comments onNBC's "Meet the Press" about tariffs also were included in the discussion. Also in focus: A four-week losing streak for Nvidia shares, EchoStar shares soar on a $17 billion deal to sell certain spectrum licenses to Elon Musk's SpaceX, AppLovin and Robinhood to join the S&P 500, Howard Stern/SiriusXM hoax Squawk on the Street Disclaimer

This hour: Fed Governor Lisa Cook's case heads to court.  A hearing to temporarily block President Trump from removing her from office kicking off at the top of the hour – Carl Quintanilla, David Faber, and Contessa Brewer got the latest from outside the courtroom, along with analysis on what could come next with a former general counsel for the Fed – now Georgetown law professor. Also top of 10: disappointing consumer sentiment data… The team broke down the numbers with Northern Trust Asset Management's top strategist - and Moody's Mark Zandi. Plus: the view from the C-suite… Affirm CEO Max Levchin joined the broadcast to break down the numbers and how the consumer is holding up – along with the Chairman and CEO of Celsius, later on… Talking Pepsi's decision to raise their stake in the name and what it means for strategy.   

Carl Quintanilla, David Faber and Robert Frank led off the show with a preview of Friday's federal court hearing in the case of Fed governor Lisa Cook, who is suing to block President Trump's efforts to fire her. Former White House attorney Ty Cobb weighed in on the situation. The anchors explored market reaction to the Fed's preferred inflation gauge: July PCE in line amid expectations for a Fed rate cut in September. Also in focus: S&P above 6500, Bulls rule in August, Alibaba vs. Nvidia, Dell slides, Affirm soars, Robert's look at the biggest  insider sellers and a preview of his "Inside Alts" newsletter set to launch September 2. Squawk on the Street Disclaimer

Carl Quintanilla, Jim Cramer and David Faber engaged in a wide-ranging conversation about Nvidia and what's next for the stock and the AI trade. The world's most valuable company posted a Q2 earnings beat, but the stock fell in reaction to lighter-than-expected data center revenue growth -- and a Q3 outlook that did not include H20 chip shipments to China. The anchors also discussed the lawsuit Fed governor Lisa Cook filed against the Trump Administration, contesting the president's move to fire her. Also in focus: The retail earnings parade led by Dollar General and Best Buy, Snowflake soars, upheaval at the CDC. Squawk on the Street Disclaimer

Carl Quintanilla, Mike Santoli and David Faber interviewed Sen. Elizabeth Warren at the top of the show, discussing President Trump's firing of Fed Governor Lisa Cook, as well as her thoughts on the government's 10% stake in Intel. The anchors also discussed the potential overblown fears of the slowdown for software after shares of MongoDB shares surged more than 30% on their earnings print. Also in the mix: CNBC's Diana Olick discussed her new piece on how mortgage fraud might be less widespread than people think.

Carl Quintanilla, Jim Cramer and David Faber led off the show with what to expect from Nvidia when the world's most valuable company releases its quarterly results after Wednesday's close of trading. According to CNBC sources, Fed governor Lisa Cook could file a lawsuit to overturn her firing by President Trump as soon as today in federal court. Also in focus: MongoDB and Kohl's among the stocks soaring on earnings news, shares of EchoStar double after its $23 billion spectrum deal with AT&T this week, President Trump hits India with 50% tariffs, NFL star Travis Kelce launches his new American Eagle Outfitters clothing line after his engagement to Taylor Swift.  Squawk on the Street Disclaimer

President Trump saying he's firing Fed Governor Lisa Cook; Lisa Cook firing back that he doesn't have the authority – and she's not stepping down. Carl Quintanilla, David Faber, and Michael Santoli broke down the latest developments in the story, before talking potential fallout with Jefferies Strategist and Fed Chair contender David Zervos. Plus: the outlook for stocks amid the volatility – and better-than-expected consumer confidence data… Nuveen's Chief Investment Officer joined the team with her take on the action.  Also in focus: a number of market movers in early trading… Interactive Brokers shares gaining on news it's joining the S&P 500: Chairman & Founder Thomas Peterffy discussed where he sees growth ahead in the business – and broader markets. Eli Lilly also in the green on new obesity pill data: hear more on how to play shares with an analyst forecasting big gains ahead. Plus: a deep-dive on how AI is impacting a big part of the finance industry – excel spreadsheets. Squawk on the Street Disclaimer

Carl Quintanilla, Jim Cramer and David Faber engaged in a wide-ranging discussion about the White House taking its attacks on the Fed to an unprecedented level. President Trump said he fired Fed Governor Lisa Cook amid mortgage fraud allegations, but Cook responded by saying Trump has no authority to remove her and that she is not resigning. What might it all mean for Fed independence and the markets? Also in focus: What Commerce Secretary Lutnick told CNBC about the U.S. government potentially taking stakes in defense contractors, EchoStar soars on its $23 billion spectrum deal with AT&T, Eli Lilly obesity pill trial results, Nvidia earnings one day away.Squawk on the Street Disclaimer

Stocks taking a leg lower after Friday's big rally: Carl Quintanilla, Michael Santoli, and David Faber broke down fresh housing data top of the hour – and whether Powell's given an “all clear” for stocks to rally with veteran investor Dan Niles, before getting former Federal Reserve governor Randy Kroszner's take. Plus: a make-or-break report ahead out of Nvidia… How to play it with an analyst who's got one of the highest price targets on the street, along with the implications for Intel shares of this new Trump Administration stake in the name. Also in focus: new tariff concerns hitting shares of furniture makers – the latest out of Washington and what it could mean for consumer prices… Cryptocurrencies under pressure – what's driving declines… And a deep-dive on Keurig Dr Pepper's new $18 billion deal for the owner of Peet's coffee.

After Friday's big rally fueled by Fed Chair Powell's Jackson Hole speech, Carl Quintanilla, Jim Cramer and David Faber explored what's ahead for stocks -- including Nvidia's earnings due out Wednesday. Sticking with chips: the anchors reacted to President Trump's social media post stating the U.S. government taking a 10% stake in Intel is "making the USA RICHER, AND RICHER." National Economic Council Director Kevin Hassett spoke on CNBC about the potential for similar investments in other companies. Also in focus: Keurig Dr Pepper agrees to buy Peet's Coffee parent JDE Peet's in an $18 billion deal, a historic box office win for Netflix, "Faber Report" on CSX, railroad M&A and where Warren Buffett fits into the picture. Squawk on the Street Disclaimer

This hour: Carl Quintanilla, Sara Eisen, and David Faber broke down data just crossing on the housing front, alongside exclusive comments to Sara from Walmart's CFO on prices, demand, and how the consumer's holding up. Plus: a make-or-break speech from Fed Chair Powell tomorrow in Jackson Hole, Wyoming… What investors should know, this hour.  Also in focus: a wide-ranging deep-dive you don't want to miss from Disney CEO Bob Iger and ESPN Chairman Jimmy Pitaro… Spanning the rising cost of sports rights, Disney's cable business, AI, and Disney's new ESPN streaming app – which launches today.Squawk on the Street Disclaimer

Carl Quintanilla, David Faber and Sara Eisen kicked off the show with Walmart shares lower on Q2 earnings that overshadowed raised guidance. Find out what Walmart's CFO told Sara about tariffs and the consumer. The U.S. and EU unveil new details about their trade framework and where tariffs come into play. Also in focus: Disney debuts its new ESPN direct-to-consumer streaming service, Fed Governor Lisa Cook fires back at President Trump's call for her to resign, Palantir losing streak watch, Nvidia and China, the state of UnitedHealth's turnaround plan 100 days into Stephen Hemsley's second stint as the company's CEO. Squawk on the Street Disclaimer

With the tech sector extending Tuesday's sell-off, Carl Quintanilla, David Faber and Mike Santoli discussed semiconductor stocks under pressure -- on a report which says the Trump Administration is looking into the federal government taking equity stakes in chipmakers that receive CHIPS Act funding. Palantir hit bear market territory during Wednesday's session: This year's best performing S&P 500 stock down 20% from last week's record high and on track for a six-day losing streak. Target shares also slumping after the retailer posted quarterly results and named COO Michael Fiddelke to replace Brian Cornell as CEO in February 2026. Find out what both executives told Sara Eisen about Target's future.  Squawk on the Street Disclaimer

Carl Quintanilla, Sara Eisen, and David Faber discussed Target's latest results and the company's big C-Suite shuffle. Target announced that company veteran Michael Fiddelke will become its next CEO starting next February, as shares of the retailer dropped in early trading. The desk also hit Palantir's big pullback, down more than 20% from its recent highs. Also in the mix: CNBC's Steve Liesman joined the program live from Jackson Hole, Wyoming with a new survey looking at the race to replace Fed Chair Powell.Squawk on the Street Disclaimer

Carl Quintanilla, Sara Eisen, and David Faber broke down the latest consumer reads out of earnings – as Home Depot kicks off a make-or-break week of retail results. Executives calling out strong momentum… But former Chief Investment Strategist for Bridgewater Rebecca Patterson says demand risks remain, breaking down her playbook for volatility. Plus: one of the street's top retail analysts gave his key stocks to buy – and avoid – in the space… and the CEO of Palo Alto Networks joined the team to discuss new numbers from his company.   Also in focus: Intel gaining as Softbank invests $2 billion and reports grow around a possible government stake – what Commerce Secretary Howard Lutnick told the team about that news, and possible rails M&A.  

Carl Quintanilla, David Faber and Mike Santoli led off the show with developments regarding Intel: Softbank investing $2 billion in the company, as the Trump Administration reportedly weighs taking a 10% stake in the chipmaker. Commerce Secretary Howard Lutnick joined the program and discussed a potential government investment in Intel. Also in focus: Home Depot's quarterly miss, Palo Alto Networks sharesjump on earnings, Nexstar to buy rival TV stations operator Tegna, the "SPAC king," Medtronic and activism, why one particular stock is plummeting 40%. Squawk on the Street Disclaimer

With the Dow heading into Monday's session in record territory, Carl Quintanilla, David Faber and Mike Santoli explored a big week on tap for the markets -- including Fed Chair Powell's upcoming speech at the Fed symposium in Jackson Hole, Wyoming, as well as retail earnings from Home Depot, Walmart and Target. Novo Nordisk shares get a lift from a double dose of news regarding their blockbuster drugs Wegovy and Ozempic. Also in focus: Ukraine's president and European leaders set to meet with President Trump at the White House, Nvidia rises on analyst calls, why the "force" is with one stock up more than 25% to start the week, Tesla teases a new car in China, a fascinating look at humanoid robots as China showcases advancements in robotics. Squawk on the Street Disclaimer

Carl Quintanilla, Jim Cramer and David Faber discussed riding the record rally in stocks, with the S&P 500 and Nasdaq hitting new all-time highs. The anchors also reacted to Treasury Secretary Scott Bessent's suggestion that the Fed should cut interest rates by a half-point in September. CoreWeave's high-flying post-IPO rally takes a detour despite guidance and quarterly revenue above street estimates. Bullish CEO Tom Farley joined the program after ringing the NYSE opening bell. Farley -- former president of the NYSE -- discussed Bullish going public and how the crypto exchange is capitalizing on stablecoins. Also in focus: Elon Musk-Sam Altman battle intensifies, Cava plummets. Squawk on the Street Disclaimer

Stocks hitting more record highs: Sara Eisen, David Faber, and Carl Quintanilla discussed the latest on the markets front with Goldman's Chief U.S. Economist… Along with his response to the President's recent post railing against the company and his team's report on tariff costs. Plus: some surprising new names being floated as potential replacements for Fed Chair Powell – hear who they are this hour - along with a deep-dive on the legal landscape for big tech with a former commissioner at the FTC (as AI start-up Perplexity makes a big for Google's Chrome Browser, and Elon Musk threatens to sue Apple over antitrust concerns).  Also in focus: a series of key names on the move… The team discussed Cava and Coreweave's double-digit declines, Paramount-Skydance shares surging on little news, and what to expect from a new entrant at the New York Stock Exchange – Crypto exchange ‘Bullish', set to trade under the ticker BLSH. Plus, hear from the CEO of quantum computing darling ‘Rigetti Computing' – whose shares are up nearly *1,700%* over the last year. Squawk on the Street Disclaimer

Carl Quintanilla, Jim Cramer and David Faber led off the show with market reaction to July CPI inflation data -- as well as what the results could mean for the Fed. Chips back in the spotlight: Beijing reportedly demanding that Chinese tech companies justify buying Nvidia's H20 chips instead of domestic alternatives. The anchors reacted to Intel CEO Lip-Bu Tan's White House Meeting with President Trump. Elon Musk threatens Apple with legal action over alleged antitrust violations involving the App Store. Also in focus: Stablecoin issuer Circle Internet extends its post-IPO rally to a gain of 490% after posting its first quarterly report as a public company, Trump threatens Fed Chair Powell with a "major lawsuit."  Squawk on the Street Disclaimer

Stocks gaining after this morning's inflation report: Sara Eisen, Carl Quintanilla, and David Faber broke down the numbers along with Council of Economic Advisers Chairman (and President Trump's Pick to Replace Fed Governor Adriana Kugler) Stephen Miran. JPMorgan Asset Management's Chief Strategist saying higher inflation might not be a bad thing for equity investors – find out why this hour. Plus: hear the latest Fed speak – including Fed President Jeffrey Schmid's new hawkish comments… and more on how the consumer's holding up with the CEO of AMC Entertainment, fresh off earnings from the name.Also in focus: the return of M&A and IPOs… Morgan Stanley's Global Co-Head of Investment Banking joined the team for a wide-ranging interview spanning recent entrants, the deal pipeline, and whether a rebound in activity is to be believed.

A mixed morning for stocks as tariff receipts – and headlines – roll in: Sara Eisen, David Faber, and Carl Quintanilla broke down the latest out of Washington, including news that Nvidia and AMD will pay the U.S. government 15% of their China chip sale revenues… plus: investors expecting more clarity today when it comes to tariffs on gold – with the CEO of one of the world's biggest miners, Barrick Gold – joining the team to discuss. Later on: why Citi's top U.S. Strategist says the bull case remains strong here – and the path to his new 6600 price target on the S&P.   Also in focus: Paramount Skydance inking a huge media deal – acquiring exclusive rights for UFC for $7.7B… Hear a wide-ranging deep-dive with the heads of UFC Parent company TKO Group, spanning the deal, live sports, and the health of the media ecosystem. 

Carl Quintanilla, Jim Cramer and David Faber discussed two big stories in the chip sector: Published reports say Nvidia and AMD agreed to pay the U.S. government 15% of their revenue from sales of AI chips in China. Intel CEO Lip-Bu Tan reportedly set to visit to White House on Monday, after President Trump called for his resignation last week. Also in focus: Nasdaq in record territory after Apple's best week since 2020, Wall Street braces for this week's inflation data, Paramount strikes a $7.7 billion deal with TKO for exclusive UFC rights, Why one AI stock plummeted 30%. Squawk on the Street Disclaimer

Carl Quintanilla, David Faber and Mike Santoli led off the show with the broader market's upward momentum, including Apple's weekly gain of 9% heading into Friday's trading session. In a letter to Intel employees, CEO Lip-Bu Tan responded to President Trump's call for him to resign. The anchors reacted to Trump nominating Council of Economic Advisers Chairman Stephen Miran to fill a vacant seat at the Federal reserve. Alson in focus: What OpenAI CEO Sam Altman told CNBC about the GPT-5 launch and the possibility of taking the company public, the software sector slump, the stocks that are plummeting on earnings news, one year into Kelly Ortberg's tenure as Boeing CEO -- the turnaround plan and the stock surge. Squawk on the Street Disclaimer

Carl Quintanilla, David Faber, and Leslie Picker kicked off the hour with details on the President's new pick for the Federal Reserve: Stephen Miran – along with a check on how the broader markets are faring. Former Bridgewater Chief Investment Strategist Rebecca Patterson joined the team at Post 9 with her take, and more on the tariff headlines pushing gold prices to record highs. Plus: a deep-dive on key earnings movers, from Block's Bitcoin buys to Trade Desk's tariff warning… and a read on the health of New York City's economy and pensions – with Comptroller and former Mayoral Candidate Brad Lander, who's got new numbers when it comes to returns for retirees. 

Carl Quintanilla, Jim Cramer and David Faber discussed developments involving the White House and the tech sector: President Trump announced 100% percent tariffs on semiconductor imports, with exemptions for chipmakers who invest in the United States. Taiwan Semiconductor among the chip companies rallying on that news. Apple shares extended their gains one day after the president and Tim Cook met at the White House to announce Apple expanding its commitment to investing in the U.S. In a Truth Social post, Trump called on Intel CEO Lip-Bu Tan to resign. Eli Lilly shares tumbled as weight-loss pill trial results overshadowed an earnings beat and raised guidance. Also in focus: DoorDash among the earnings winners, Paramount and Skydance complete their merger.Squawk on the Street Disclaimer

Carl Quintanilla, David Faber, and Leslie Picker began the hour by breaking down the President's new claim that he would impose a 100% tariff on imports of semiconductors and chips, but not for companies that are “building in the United States.” Separately, he also called out Intel and said the CEO should resign immediately after saying Lip-Bu Tan is “highly conflicted” following reports to his potential ties to Chinese companies. CNBC's Angelica Peebles also joined the program to discuss Eli Lilly shares plunging following some disappointing weight loss data. Also in the mix; ConocoPhillips CEO exclusively broke down his company's latest results.  Squawk on the Street Disclaimer

Carl Quintanilla, David Faber, and Leslie Picker discussed the latest on the earnings front: starting with AMD's China concerns and the disappointing guide sending Super Micro shares slumping – along with the better-than-feared numbers boosting McDonalds shares with one analyst forecasting even more gains ahead. Plus: the President announcing an additional 25% tariff on goods from India as Apple announces an additional $100 billion investment to beef up U.S. manufacturing… Hear former Goldman Asset Management Chairman Jim O'Neill's take on all these fast changing tariff headlines.   Also in focus: how consumer credit is holding up with the CEO of AI lender Upstart, fresh off earnings that have shares falling double digits. A deep-dive on Disney's big sports bet along with key takeaways from quarterly results. Hear the interim CEO of Lucid break down the road ahead for his company – and the challenges that remain for the EV market… Along with the staggering numbers behind a new generation of “AI Billionaires”.

On a busy morning full of earnings news, Carl Quintanilla, Jim Cramer and David Faber led off the show with reaction to Disney's Q3 results and the deal its ESPN unit struck with the NFL. In a “First on CNBC” interview, AMD CEO Lisa Su discussed the chipmaker's earnings, as well as where China, AI and data centers fit into the picture. A White House official told CNBC that Apple has pledged a new $100 billion investment commitment in the U.S. Also in focus: McDonald's among the earnings winners, Shopify President Harley Finkelstein joined the show to talk about quarterly results that sent shares of the e-commerce company soaring. Squawk on the Street Disclaimer

David Faber and Jim Cramer engaged in wide-ranging discussion about President Donald Trump's Tuesday morning appearance on CNBC. The anchors reacted to what he had to say about everything from trade to who might replace Jerome Powell as Fed Chair. JPMorgan Chase responded to Trump's accusation that big banks discriminate against conservatives. Palantir -- this year's top performing stock on the S&P 500 -- jumped to a fresh record high on a blowout quarter fueled by AI. Also in focus: Earnings winners and losers including Caterpillar, which missed on the bottom line and said it expects up to $1.5 billion in tariff-related costs this year.  Squawk on the Street Disclaimer

David Faber and Jim Cramer led off the show with Tesla shares rising after the company awarded Elon Musk a massive multibillion dollar pay package consisting of 96 million restricted shares of stock. The anchors also reacted to President Trump's decision to fire the head of the Bureau of Labor Statistics after July employment data came in weaker than expected. Also in focus: What to make of stocks in rebound mode after Friday's sell-off, fascinating Mag 7 stats, shares of Warren Buffett's Berkshire Hathaway fall on earnings, what to expect from Palantir's quarterly results after Monday's close of trading, Figma's red-hot post-IPO rally takes a detour.   Squawk on the Street Disclaimer

David Faber, Michael Santoli, and Leslie Picker kicked off the hour with new data and the market set-up ahead of what's historically a hard month for the market… and stocks like Palantir and meme trade Opendoor surge. Longtime market vet and Evercore Founder & Vice Chair Roger Altman joined the team with his take – and the evidence he sees of an economic slowdown. Plus: listen to a can't miss and wide-ranging interview with Senator Elizabeth Warren this hour, spanning the economy, the consumer, the housing market, and the NYC mayoral race.   Also in focus: OnSemi the latest chip company to issue disappointing guidance – a debate on whether it's a canary in the coal mine, this hour… A deep-dive on new numbers out of Berkshire Hathaway… And more on the other key movers of the day: like Wayfair's better-than-feared results boosting shares to a $10.5B AI data center deal sending shares of a different name +70%.   

A tough morning after July Jobs data disappointed along with some HUGE revisions when it comes to prior months:Sara Eisen and David Faber broke down the latest – plus new data crossing top of the hour – alongside the market impact for stocks already seeing pressure following new tariff rates on over 60 U.S. trading partners from the Trump Administration. Goldman's Chief Economist Jan Hatzius discussed his case for stagflation, and what he calls “an economy that's still growing – but growing very slowly” – but a bit of a different story from Atlanta Fed President Bostic, who joined the team exclusively with a few greenshoots… albeit despite “a very difficult environment right now”.   Also in focus: Big Tech and Crypto. The Head of the SEC discussed the regulator's new “Project Crypto” and what it means for the industry… And don't miss advice on what to do with Amazon and Apple shares, along with the rest of the Mag-7, as the group falls alongside the NASDAQ. 

Big Tech boosting the S&P to record highs: Sara Eisen and David Faber broke down the latest on the data front (PCE, fresh Powell commentary on tariffs & inflation) with a special guest – Jim Cramer, joining the team ahead of a First On CNBC interview with the CEO of chip designer ARM as shares fall there on disappointing results. Plus: parsing through a deluge of earnings over the last 24 hours… RBC's U.S. Equity Strategy Head Lori Calvasina gave her take on it all – and why it's becoming a “stock picker's market” as companies navigate tariffs – while one big tech analyst along with CNBC's Steve Kovach broke down Meta, Microsoft, Amazon, and Apple this hour.  Also in focus: a blockbuster public debut at the New York Stock Exchange as Figma prices above the range. NYSE President Lynn Martin discussed all the action, the IPO pipeline, and a whole lot more in a wide-ranging deep-dive this hour. 

David Faber and Jim Cramer covered all of the bases on the AI trade extending the record run for stocks. Microsoft posted a blowout quarter and joined Nvidia in the exclusive $4 trillion valuation club. Meta shares hit a fresh all-time high with an earnings beat of its own, as the company ramps up its AI investment strategy. Also in focus: The Fed's preferred inflation gauge shows an increase in core prices, copper's tumble and the tariff effect, Figma's Wall Street debut at the NYSE, earnings winners and losers including Qualcomm, Arm Holdings, eBay and Ford. Squawk on the Street Disclaimer

Stocks hovering around record highs ahead of a Fed decision and key report cards out of Big Tech: Sara Eisen and David Faber broke down the latest on the data front (Q2 GDP, new payrolls data, and pending home sales at the top of the hour) along with some new commentary around prices and tariffs from consumer-facing earnings. RBC Tech analyst Brad Erickson broke down his bull case for Meta ahead of results tonight, while former Fed President Esther George discussed her predictions when it comes to Fed Chair Powell and rates.  Plus: the view from the C-Suite… This hour: the CEO of pharmaceutical giant GlaxoSmithKline talked her expectations for tariffs on the industry; hear the CEO of Starbucks' take on competition, as same-store sales there disappoint; the CEO of Hershey joined the team for her last broadcast interview in the role with the her latest on the consumer, M&A expectations, and legacy; and more from the CEO of Palo Alto as the company announces plans to acquire CyberArk for ~$25B. Squawk on the Street Disclaimer

David Faber and Jim Cramer kicked off a big show with Starbucks CEO Brian Niccol in a "First on CNBC" interview on the company's quarterly results and turnaround plan. Palo Alto Networks CEO Nikesh Arora and CyberArk Software Founder and Executive Chairman Udi Mokady appeared on the program to discuss their companies' $25 billion merger deal.National Economic Council Director Kevin Hassett joined the show with White House reaction to stronger-than-expected Q2 GDP, as well as views on tariffs and the Fed on rate decision day for the central bank. Also in focus: Earnings parade winners and losers, more woes for Wegovy maker Novo Nordisk. Squawk on the Street Disclaimer

Carl Quintanilla, Jim Cramer and David Faber led off the show with a mega-deal to create a transcontinental railroad giant: Union Pacific to acquire Norfolk Southern for $320 a share or $72 billion in cash and stock. Boeing CEO Kelly Ortberg joined the program along with Phil LeBeau after the company slashed losses and posted a Q2 beat. Novo Nordisk shares plunge after the Wegovy maker cuts guidance and appoints a new CEO.  Procter & Gamble reports earnings and names its future CEO. UnitedHealth slides on weak 2025 guidance. Also in focus: A slew of earnings winners and losers, the deadly shooting inside an office tower on Park Avenue in New York City. Squawk on the Street Disclaimer

A huge morning of earnings and deal news: Carl Quintanilla, Sara Eisen, and David Faber kicked off the hour with better-than-expected consumer data – along with a First On CNBC interview with the CEOs of Union Pacific and Norfolk Southern as they sign a new deal for the largest buyout EVER in the industry – and become the first coast-to-coast freight operator in the US…  On the earnings front: hear from one analyst who calls Boeing a buy on new numbers there, more on how to navigate consumer-facing stocks after a slew of mixed reports out of travel and retail, and what's ahead for pharma on the tariffs front according to the CEO of AstraZeneca, as shares gain following strong results… Plus: what's driving Novo Nordisk shares to their worst day since 1987. Squawk on the Street Disclaimer

On another record-setting day for the S&P 500 and Nasdaq, Carl Quintanilla, Jim Cramer and David Faber discussed big stories on the trade front and whatthey could mean for investors: The U.S. and European Union agreed to a deal framework in which most EU goods would face a 15% U.S. tariff. On Monday, Treasury Secretary Scott Bessent and a U.S. delegation arrived in Stockholm, Sweden for new trade talks with their Chinese counterparts. The anchors reacted to what President Trump said about pharma tariffs, the Fed and China during his bilateral meeting with UK Prime Minister Keir Starmer in Scotland.Also in focus: Four "Mag 7" companies lead the biggest week of earnings season, Tesla's $16.5 billion chip deal with Samsung, J.P. Morgan upgrades Nike  Squawk on the Street Disclaimer

Record highs on the S&P and Nasdaq after a new trade deal with the EU this weekend:  Carl Quintanilla, Leslie Picker, and David Faber got the latest from Stockholm as Treasury Secretary Bessent meets with his Chinese counterparts, and talked key carveouts in the EU deal… What one longtime market veteran (Ruchir Sharma) says the world got wrong about tariffs – and what AI mania has to do with it. Plus: the playbook for energy stocks after a huge promise from Europe to buy more American energy… and a deep-dive on how the trade deal could impact the alcohol distillers.  Also in focus: it's the busiest week of earnings season with reports coming from more than 100 S&P 500 companies including Microsoft, Meta, Apple, and Amazon… The key reports to watch along with the stocks most as risk here – along with details on a new deal out of a different Mag-7 name: Tesla buying $16.5B in Samsung chips.   

The end of a huge week for earnings and record highs on the S&P: Carl Quintanilla, Sara Eisen, and David Faber reacted to breaking commentary from President Trump top of the hour, before getting Apollo Global Chief Economist Torsten Slok's take… who's warning of stagflation ahead tied to tariffs: arguing there's “no free lunch”. Big Tech a key part of the recent rally – longtime investor Dan Niles broke down his top picks ahead of results next week from Apple, and why he sees clouds on the horizon come September. Plus: a number of individual stock movers… The team discussed what's driving huge declines in shares of Charter and Sarepta, Volkswagen's latest warning on tariffs – and what it means for the rest of the automakers, and new numbers out of one luxury retailer who's down big on the year.   

Carl Quintanilla, Sara Eisen, and David Faber began the show with a look at another record close for the S&P and Nasdaq, following a busy week of earnings. The desk also discussed President Trump's visit to the Federal Reserve, where he sparred with Powell over renovation costs, but backed off his firing threats. CNBC reporter Kristina Partsinevelos also joined the show to discuss a big drop for Intel post results, as the company continues its turnaround efforts. After the opening bells, FCC Chair Carr joined the program first on CNBC to discuss his group's decision to greenlight the $8 billion Paramount-Skydance deal. Squawk on the Street Disclaimer

More record highs on the S&P and Nasdaq: Carl Quintanilla, Sara Eisen, and David Faber broke down key takeaways from the morning's biggest reports – and dove deep on what to do with Alphabet and Tesla shares following results from both names. Plus: hear from the CEO of CSX, as headlines fly around possible M&A in the space (along with his bullish take on their quarter) AND the CEO of IBM, who says the company could save as much as $4.5B through AI automation… And later on: former Assistant Attorney General Jonathan Kanter's take on news UnitedHealth is now the subject of a Department of Justice investigation.Squawk on the Street Disclaimer