Podcast appearances and mentions of David Faber

Liberty Media Chairman John Malone sits down with CNBC's David Faber before he steps down as chairman on January 1, 2026. In this wide ranging conversation, Malone discusses his career as detailed in his memoir, Born to Be Wired: Lessons from a Lifetime Transforming Television, Wiring America for the Internet, and Growing Formula One, Discovery, Sirius XM, and the Atlanta Braves. Plus, Malone gives his read on the current media landscape, antitrust questions raised around media deals, and more.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, Jim Cramer and David Faber explored how investors should navigate this volatile market. AI valuation jitters sparked a Thursday sell-off — erasing a rally fueled by Nvidia's blowout quarter and upbeat guidance. Stocks moved higher after New York Fed President John Williams said he sees room for a near-term interest rate cut. You'll want to hear Cramer's reaction to Williams' comments. Bitcoin fell below $82,000, putting it on track for its worst month since 2022. Also in focus: Eli Lilly hits a $1 trillion market cap for the first time, commodities under pressure in wake of tariffs, "Faber Report" on Netflix, Comcast and Paramount Skydance submitting bids for Warner Bros. Discovery. Disclosure: Comcast is the parent company of NBCUniversal, which owns CNBC.Versant would become the new parent company of CNBC upon Comcast's planned spinoff of Versant. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Stocks on pace for their worst month since March after Nvidia's turn lower yesterday hit the AI trade:Carl Quintanilla, Leslie Picker, and David Faber kicked off the hour with fresh consumer data before breaking down the broader market picture with Cantor Fitzgerald's Chief Equity Strategist - and then diving into Google's gains with longtime tech analyst Brent Thill from Jefferies (who argues the bull trend for big tech remains intact). Plus: Harris-Oakmark's Bill Nygren joined the team with his top picks amid the volatility, and some names he says the market has "left behind".  Also in focus: The bitcoin breakdown - as prices fall below $85k and touch their lowest levels since April... The team discussed whether prices are close to bottoming here with Bitwise CIO Matt Hougan, who manages more than $15B in funds.  Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, Jim Cramer and David Faber covered all of the bases on Nvidia and what's next for the AI trade. The world's most valuable public company sparked a global market rally after posting blowout Q3 results and raising guidance. The anchors reacted to Nvidia CEO Jensen Huang's earnings call comment dismissing AI bubble fears. Walmart shares also rose higher on better-than-expected quarterly results and raised guidance. In an exclusive interview, David and media mogul John Malone discussed everything from a potential Warner Bros. Discovery deal to tech regulation. Also in focus: The September jobs report released after being delayed due to the government shutdown.Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Markets breathing a sigh of relief after Nvidia's blockbuster earnings:Carl Quintanilla, Sara Eisen, and David Faber broke down the report this hour with longtime tech investor Dan Niles - before getting into the macro picture with Cleveland Fed President Beth Hammack, who says rates need to stay restrictive here.  Plus: it's Liberty Media's investor day - the media company behind brands like Sirius XM to Formula 1 - and Sara is live on the scene in Las Vegas ahead of a huge F1 Grand Prix this weekend. Hear Chairman John Malone's take on the business, the future of cable, biggest regrets, and whether he would ever retire. 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 news broken by CNBC's Leslie Picker: Blue Owl has decided to call off the merging of two of its private-credit funds. Blue Owl Capital Co-President Craig Packer joined the program at Post 9 in an exclusive interview. The anchors also discussed what to expect from Nvidia's much-anticipated earnings report due out after the bell — as AI bubble fears have taken a toll on the tech sector. Target shares under pressure after the company trimmed profit guidance and missed on Q3 revenue, while shares of Lowe's and TJX moved higher on their respective quarterly results. Also in focus: "Faber Report" update on the Warner Bros. Discovery bidding war. cnbc.com/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 huge moment for markets with Nvidia results in just a few hours:Carl Quintanilla, Sara Eisen, and David Faber discussed the latest on the earnings front - including exclusive color on the consumer from Target's CFO - before getting into the tech trade with Truist Wealth's Chief Investment Officer, who remains bullish on the sector here. Plus: hear one longtime tech investor's take on what to watch out for when Nvidia reports (Melius Research Ben Reitzes), and whether Alphabet's new rally to record highs has legs here... In addition to one crypto CEO's take on the recent sell-off there (Bullish's Tom Farley).Also in focus: an exclusive with Goldman Sachs Chairman & CEO David Solomon... Spanning markets, M&A, and how AI is changing his business. Hear his comments in full this hour. cnbc.com/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.

How should you play the AI trade? Carl Quintanilla, Jim Cramer and David Faber explored this week's tech sector sell-off on Al bubble fears. They discussed the BofA Global Fund Manager Survey, which says more than 50% of investors believe AI stocks continue to be in a bubble. The anchors reacted to Alphabet CEO Sundar Pichar telling the BBC about "irrationality" in the AI boom. Home Depot shares under pressure after the company posted a Q3 earnings miss and cut profit guidance, citing "consumer uncertainty" and weaker demand. MP Materials CEO James Litinsky joined the anchors at Post 9 — with shares of the rare earth producer up more than 250% this year. Also in focus: Cloudflare outage, Bitcoin below $90,000. 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, Sara Eisen, and David Faber kicked off the hour with fresh economic data and huge breaking news on the AI front involving Nvidia, Microsoft, and private start-up Anthropic - who's also notched a new valuation of $350B. Get the key details, what it means for stocks, and a discussion on whether we're reaching bubble territory this hour. Plus: did Jensen Huang already reveal what to expect from earnings tomorrow? How to read the tea leaves - going back to October.Also in focus: the retail wrap-up according to UBS, as Home Depot kicks off a huge week of reports from Target and Walmart later on... And one former Fed governor's take on what to expect in December when it comes to rate cuts. cnbc.com/squawk-on-the-street-disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, David Faber and Sara Eisen covered market volatility and the AI trade ahead of this week's Nvidia earnings report. Alphabet shares jumped after Berkshire Hathaway disclosed a $5 billion stake in the company. The anchors reacted to a Financial Times report which states Apple is ramping up its succession plan for CEO Tim Cook. Also in focus: Morgan Stanley's S&P 500 price target of 7800, Dell downgraded, retail earnings preview and the consumer, what Anthropic's CEO told CBS' "60 Minutes" about AI and jobs, Netflix's 10-for-1 stock split goes into effect, Fed Vice Chair Philip Jefferson's comments on risks, Fmr. Federal Reserve Governor Kevin Warsh slams the central bank in a WSJ op-ed. 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 economic data and a look at the big week ahead for Wall Street - before getting into whether we're in a "Jenga Tower" economy with one market strategist arguing yes. Plus: Berkshire Hathaway out with a big bet on Google... The details, this hour. And is it time to take a look at the smallcaps? Hear one Goldman portfolio manager's top picks for what's been a volatile trade this month.  Also in focus: the bitcoin breakdown - as prices struggle to hold onto gains for the year... And what you need to know about the FAA's rollback of flight restrictions, starting today.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, Sara Eisen, and David Faber kicked off the hour with a debate on the current state of inflation before jumping into the market picture with one market strategist who argues a rate cut is in the cards for December. Plus: a look at the state of modern media - through some rare exclusive comments out of Liberty Media Chairman John Malone, and later with a Disney analyst who still says the stock's a buy as it falls post-results.  Also in focus: Wall Street's increasing bets on private markets... Is investor appetite really growing for shares of private companies? The CEO of Fundrise joined the team with his read from the ground on demand. 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 end of the longest government shutdown in U.S. history — 43 days — after President Trump signed into law a funding bill approved by both houses of Congress. Disney shares take a hit as a Q4 revenue miss overshadows an earnings beat. Cisco CEO Chuck Robbins joined the program to discuss how AI fueled the company's better-than-expected earnings and upbeat guidance. In a CNBC Exclusive, legendary media mogul John Malone spoke to David about the potential sale of Warner Bros. Discovery. Also in focus: Quantum computing stocks under pressure, Dow 48,000 and beyond, Sources tell David that Elon Musk's xAI raised $15 billion in its latest funding round.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 fresh read on main street and the jobs market through alternatives like the NFIB Small Business Index and new ADP numbers - before checking in on the shutdown and getting market veteran Ed Yardeni's take on all the action.  Also in focus: the state of the AI trade, following yesterday's big rebound - the team checked in with one AI software CEO about key risks ahead, broke down Softbank's big decision to sell its entire Nvidia stake, and got the street's take on new numbers out of AI hyperscaler Coreweave. Plus: hear from the CEO of one AI upstart that's changing the way we do medicine... starting with your doctors office.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

One day after a tech sector rebound, the AI trade continues its wild ride. Carl Quintanilla, Jim Cramer and David Faber discussed CoreWeave shares down sharply despite a quarterly revenue beat. CoreWeave CEO Michael Intrator joined the program at Post 9 "First on CNBC" to talk about his company's growth strategy and the AI arms race. The anchors reacted to SoftBank selling its entire $5.8 billion stake in Nvidia. Also in focus: Senate bill passage moves the U.S. a step closer to ending the government shutdown, a Nike "Mad Dash," honoring our veterans. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, Jim Cramer and David Faber discussed stocks jumping after the Senate struck a tentative bipartisan deal aimed at ending the government shutdown. The tech sector was in rally mode, rebounding after worries about AI valuations resulted in the worst week for the Nasdaq since April. Pfizer CEO Albert Bourla joined the program at Post 9 to talk about his company's deal to buy obesity drug maker Metsera for up to $10 billion — he offered some spicy commentary in the process. Also in focus: Tariffs and President Trump's $2,000 check proposal, the Disney vs. YouTube saga, what's driving health insurance stocks lower.Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, Sara Eisen, and David Faber kicked off the hour with the latest on the government shutdown before breaking down the market picture with stock-picker Dan Greenhaus. Plus: the AI trade making a big rebound in early trading - hear from the CEO of one company that's pivoting into the data center game (Generac) and more on the key movers to watch today. Also in focus: what new numbers out of instacart - and CNBC's proprietary NRF Retail Monitor - are saying about the consumer; whether a 50-year mortgage could really be on the horizon; and the latest on Pfizer & Moderna as their bidding war comes to a close. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, Jim Cramer and David Faber led off the show with the government shutdown's impact on air travel: Transportation Secretary Sean Duffy and Federal Aviation Administration officials announced a 10% reduction in air traffic at 40 major U.S. airports, beginning Friday. The anchors reacted to Nvidia CEO Jensen Huang softening comments he made to the Financial Times about China beating the U.S. in the AI race. Shares of Arm Holdings and Qualcomm moved in opposite directions after each company posted earnings. The watch is on to see how Tesla shareholders vote on CEO Elon Musk's $1 trillion pay package at the EV maker's annual meeting. Also in focus: Big market swings for Thursday's earnings winners and losers. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Earnings season rumbling on as new data starts to show cracks in the jobs market:Sara Eisen, Carl Quintanilla, and David Faber kicked off the hour breaking down a new report showing US companies announced the most job cuts for any October - in more than two decades... With more from one Janus Henderson Portfolio Manager who says big tech is still the place to be. Plus: Charles Schwab's CEO joined the team on the heels of a big new bet on private markets - while the CEO of Chime discussed new earnings from the fintech and what they're seeing on the consumer side.  Also in focus: the fate of Elon Musk's $1T pay package getting decided today - why our autos reporter says it's likely to pass; what's driving Doordash shares to their worst day on record; and the biggest earnings movers to know in early trading.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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

After the worst day for stocks in almost a month, Carl Quintanilla, Jim Cramer and David Faber drilled down on Tuesday's sell-off — sparked by investor concerns about valuations of stocks in the AI trade. McDonald's shares moved higher as Q3 same-store sales growth overshadowed a quarterly miss. The anchors reacted to the Democrats' big election night, including Zohran Mamdani winning the New York City mayoral race. Also in focus: The Elon Musk $1 trillion pay package vote just one day away, bitcoin's fall below $100,000, "Faber Report" update on the Novo Nordisk-Pfizer bidding war for obesity drugmaker Metsera, Cramer previews Wednesday night's Mad Money "Back to School Tour" episode at Harvard Business School.  Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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

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

Carl Quintanilla, Jim Cramer and David Faber delved into Magnificent 7 earnings that sparked a tech rally on the final trading day of October. Amazon shares surged to a new all-time high after posting a quarterly beat, fueled by the fastest cloud growth since 2022. Apple also reported better-than-expected results — and forecast strong demand for the iPhone 17 in the holiday quarter. Chevron CEO Mike Wirth joined the program to discuss the energy giant's beat on earnings despite lower oil prices. The anchors reacted to what Nvidia CEO Jensen Huang said in South Korea about the Chinese market. Also in focus: "Fed for thought" on rates, The AI trade and big tech's capex spending surge, "Faber Report" update on Warner Bros. Discovery.Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jim Cramer and David Faber explored what to make of earnings from three of the Magnificent 7 mega-caps: Meta shares tumbled and Microsoft's stock fell as AI spending increases overshadowed quarterly beats — while shares of Google parent Alphabet surged on better-than-expected results, fueled by strength in the cloud. Starbucks CEO Brian Niccol joined the program to discuss his company's results and turnaround plan. Eli Lilly CEO David Ricks spoke to Jim and David about his company's earnings and what's next for its Mounjaro weight loss drug. Also in focus: The meeting between Presidents Trump and Xi, Novo Nordisk-Pfizer bidding war, Chipotle plunges, Comcast's earnings message.Disclosure: Comcast is the parent company of NBCUniversal, which owns CNBC.Versant would become the new parent company of CNBC upon Comcast's planned spinoff of Versant.Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, Jim Cramer and David Faber drilled down on a historic day for Nvidia: The chip giant became the first company to reach a $5 trillion market cap.Boeing CEO Kelly Ortberg joined the program to discuss the jet maker's wider-than-expected Q3 loss and taking a charge of nearly $5 billion related to 777X delivery delays.The anchors interviewed Adobe CEO Shantanu Narayen about the company ramping up its AI offerings. Also in focus: New record highs for stocks ahead of Wednesday's Fed decision on rates, Caterpillar surges and leads the earnings parade, why one particular stock plummeted by more than 40%. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

On another record-setting day for stocks, Carl Quintanilla, Jim Cramer and David Faber delved into a slew of tech-related news. OpenAI converted into a public-benefit corporation in which Microsoft will hold a 27% stake. The news sent Microsoft's market cap back above $4 trillion. Separately, Apple hit a $4T valuation for the first time. Amazon announced plans to cut 14,000 jobs. A CEO Doubleheader: AMD's Lisa Su joined the program to discuss the chipmaker's AI supercomputer partnership with the Department of Energy. Royal Caribbean Group's Jason Liberty spoke about the cruise operator's earnings beat and raised guidance that failed to lift the stock. Also in focus: Skyworks Solutions-Qorvo merger, UPS shares surge. Squawk on the Street Disclaimer  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, Jim Cramer and David Faber kicked off a new trading week with major stock indices hitting new record highs. Hopes for a U.S.-China trade deal sparking market optimism, after both sides agreed to a framework over the weekend ahead of talks between Presidents Trump and Xi. A lot for investors to digest this week, including earnings from five of the "Magnificent 7" tech giants and the Fed's decision on interest rates. "Faber Report": Sources tell David "Yellowstone" creator Taylor Sheridan is leaving Paramount for NBCUniversal. Also in focus: "Merger Monday," Warren Buffett's Berkshire Hathaway underperforms the S&P 500, what Tesla Chair Robyn Denholm told CNBC about Elon Musk's massive pay package. Disclosure: Comcast is the parent company of NBCUniversal, which owns CNBC.Versant would become the new parent company of CNBC upon Comcast's planned spinoff of Versant.Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Leslie Picker, Carl Quintanilla, and David Faber kicked off the hour with breaking news out of Qualcomm - sending those shares surging - before getting the latest on the trade front out of Washington, and more on how to trade it all with Interactive Brokers Chief Strategist Steve Sosnick. Plus: reaction from a top analyst in the semis space on all the headlines - and what a trade war truce could mean for the group... Along with more on the day's other big movers: including Keurig Dr. Pepper, Tesla, and a new deal within the banks.  Also in focus: the case *against* AI super-intelligence... Some of the world's best and brightest signing a new petition to ban advanced AI, saying it poses a danger from security risks to human extinction. Hear from one professor who joined the pledge about what's at stake and why he signed.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, Jim Cramer and David Faber led off the show with Netflix shares down sharply on a quarterly earnings miss. The anchors reacted to Netflix Co-CEO Ted Sarandos' earnings call comment about M&A opportunities in light of Warner Bros. Discovery initiating a process to sell itself. In his "Faber Report," David gave an update on WBD — including where Paramount, Comcast and Netflix fit into the picture. Also in focus: Cramer's words of wisdom about meme stocks as Beyond Meat surges more than 900% this week, gold's moves after its worst day in more than a decade, Texas Instruments' weaker guidance drags the stock and the chip sector, Vertiv and the AI energy trade, AT&T earnings reaction, the financial stock Jim says you should buy now.Disclosure: Comcast is the parent company of NBCUniversal, which owns CNBC.Versant would become the new parent company of CNBC upon Comcast's planned spinoff of Versant.Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Sara Eisen, Carl Quintanilla, and David Faber kicked off the hour with another day of key pullouts from the morning's earnings calls when it comes to consumer and retail trends - before AT&T CEO John Stankey joined the team to breakdown their quarter... and a Netflix analyst gave his take on new numbers from the streaming giant. Plus: the meme trade reviving shares of Beyond Meat & Krispy Kreme - the team asked SEC Chair Paul Atkins about the move, along with what's next when it comes to regulation ahead for quarterly reports, crypto, and more.  Also in focus: another day, another AI deal - today from Applied Digital for a new $5B AI factory lease over the next 15 years. Their CEO joined the broadcast at Post 9 to discuss the news - and whether we're building too many data centers here in the U.S.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, Jim Cramer and David Faber discussed breaking news from David: Warner Bros. Discovery has initiated a process to sell the company — and that Netflix and Comcast are among the interested parties. General Motors shares surged on a Q3 beat and raised full-year guidance. Earnings winners include Coca-Cola, 3M and GE Aerospace.  David interviewed Starboard Value CEO Jeff Smith at the 13D Monitor Active-Passive Investor Summit. The activist investor discussed companies including Tylenol maker Kenvue, of which Smith is a board member. Also in focus: Apple $4 trillion watch, Disney+ cancellations, what Goldman Sachs CEO David Solomon told CNBC about the credit cycle.Disclosure: Comcast is the parent company of NBCUniversal, which owns CNBC.Versant would become the new parent company of CNBC upon Comcast's planned spinoff of Versant.Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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

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

After the best week for stocks since August, Carl Quintanilla, Jim Cramer and David Faber discussed shares of Apple rising on news about stronger demand for the iPhone 17. The anchors also explored what to expect from the markets this week, with a slew of earnings and CPI inflation data on tap. Hear Cramer's take on where you should take profits now. Rare earth stocks extend their red-hot rally amid the U.S.-China standoff regarding Beijing's export curbs. Also in focus: Nvidia CEO Jensen Huang's take on China and chip curbs, Cleveland-Cliffs soars, a $5,000 call on gold, the Amazon Web Services outage, a note from Morgan Stanley's Adam Jonas on Tesla and robots.Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Sara Eisen and David Faber began the hour with a fresh read on jobs using some alternative sources - before checking in on the tech trade with longtime investor Dan Niles, who says stocks will melt-up into Thanksgiving despite concerns over the AI trade. A key focus today? The health of the regional banks - as concerns rise around bad loans... Hear from one CEO in the group who says concerns are far overblown here, along with Evercore Vice Chairman Krishna Guha's take on the volatility. Also in focus: exclusive data from CNBC's All-America survey showing some concerning sentiment about the jobs market... Where things stand in Washington - and why the stoppage could last a lot longer... And a $300 trillion dollar mistake that's hitting crypto markets.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

David Faber, Sara Eisen and Michael Santoli led off the show with what's next for regional banks one day after credit concerns sparked a sell-off in that group. Breaking news from Sara: Apple announced a five-year deal for U.S. streaming rights to Formula 1 races. Shares of Novo Nordisk and Eli Lilly down sharply on President Trump's push to lower prices of Novo's blockbuster weight-loss drug Ozempic. Also in focus: Market reaction to Trump's comments on China tariffs, American Express' earnings beat, what Oracle's new CEOs told David, gold rally takes a breather, CoreWeave-Core Scientific deal latest.Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, Sara Eisen, and David Faber kicked off the hour with the view from the C-suite when it comes to the consumer and broader economy along with the latest from Washington - before getting into key trades with J.P. Morgan Global Market Strategist Meera Pandit. Plus: earnings season beginning to heat up... Hear the CEO of BNY Melon breakdown their results and the broader M&A environment, while former United Airlines Chairman & CEO gave his take on the airline's strong guidance - despite looming government shutdown risks to aviation.  Also in focus: a cohort of governors spanning 15 blue U.S. states and territories forming a new public health alliance to counter moves from the Trump Administration - and one of them joined the team to explain why (Colorado's Jared Polis).Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, Jim Cramer and David Faber discussed the market rally on a day in which September CPI was scheduled to be released. The report has been postponed until October 24 due to the government shutdown. Shares of Bank of America and Morgan Stanley jumped on better-than-expected quarterly results. The anchors reacted to Treasury Secretary Scott Bessent's harsh criticism of China at the CNBC Invest in America Forum. Sara Eisen interviewed Fed Governor Stephen Miran at that event, discussing his push for further rate cuts. On the AI Front: A consortium including Blackrock, Nvidia, Microsoft and xAI agreed to buy a data center company for about $40 billion. Hear what Salesforce CEO Marc Benioff told Jim at Dreamforce Tuesday about AI and the speed of innovation. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Big banks driving market moves this morning: Carl Quintanilla, Leslie Picker, and David Faber kicked off the morning with a breakdown of key takeaways from new numbers out of Morgan Stanley and Bank of America before drilling down into individual picks with Trivariate's Adam Parker - and later getting the view from the C-suite when it comes to the consumer, credit, M&A and more with first Citizens Financial's CEO (calling out a "positive macro" on the call) and later Bank of America CEO Brian Moynihan.  Plus: what investors need to know from CNBC's "Invest in America" forum - including the Treasury Secretary's newest comments about the trade war with China, and how CEOs are gauging potential regulation ahead.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, Jim Cramer and David Faber discussed stock markets down sharply after Monday's rebound rally — as trade tensions between the U.S. and China re-escalate. The anchors also delved into big banks kicking off earnings season, including quarterly results from JPMorgan Chase, Wells Fargo, Goldman Sachs and Citigroup. BlackRock Chairman & CEO Larry Fink joined the show at Post 9 to talk about earnings as well as the investment landscape both globally and in the U.S. Also in focus: The latest on OpenAI, hear what Oracle's new CEOs and Broadcom CEO Hock Tan had to say about AI, Johnson & Johnson's upbeat quarterly results and outlook. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

U.S. markets under pressure as China strikes back with new sanctions: Carl Quintanilla, David Faber, and Sara Eisen - who's live from DC this hour - discussed the latest reads on the economy through the lens of new small business data and key bank earnings commentary before discussing how to play results from the group with one of the street's top analysts. Plus: European Central Bank President Christine Lagarde joined Sara for a deep dive.... spanning trade tensions to the global growth outlook, before the team also checked in on New York City's economy with one of the city's largest commercial real estate operators and owners (RXR's Scott Rechler).  Also in focus: ETSY moving from the NASDAQ to the NYSE and ringing the opening bell today - their CEO joined the team at Post 9 to talk that news, along with how they're using AI to transform the business.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

New consumer data at the top of the hour: Carl Quintanilla, David Faber and Leslie Picker kicked things off with a look at the market set-up into a make-or-break week of results out of the Big Banks with JPMorgan Asset Management's Chief Market Strategist for Americas Gabriella Santos. Plus: a look at the bull case for Amazon with one analyst who calls it his top pick - along with a deep-dive on Lululemon shares with company founder Chip Wilson, who's taking aim at the company for what he calls blatant mismanagement in a new WSJ ad.  Around the edges: the playbook for energy stocks as the President teases a potential diplomatic trip to the Middle East, and a live look at the NBA's first game in China since 2019 - with a focus on the money at stake. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, Jim Cramer and David Faber led off the show with a look at the big winners during this bull market, which marks its third anniversary this coming weekend. The anchors discussed the future for the Fed: Steve Liesman reports Treasury Secretary Scott Bessent has narrowed down the list of candidates for Federal Reserve chair to five from eleven. Also in focus: A fresh record high for the Nasdaq, "Faber Report" with an update on the Paramount Skydance-Warner Bros. Discovery talks, earnings blues for Levi Strauss, an AI stock soars on the "CoreWeave effect," Cramer previews his big week ahead in San Francisco. Squawk on the Street Disclaimer  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Stocks hitting records at the open - before pressure in the early trade:Carl Quintanilla, Sara Eisen, and David Faber kicked off the hour with the latest alternative data reads from the street as the government shutdown continues to delay key reports - before getting a read on consumer demand, inflation, and more with the CEO of Pepsico, fresh off results from the name. Plus: hear one former Goldman Sachs Chief Economist discuss the AI trade - and rally in gold prices - along with Morgan Stanley's analysis on how AI will impact where, when, and how we work... Around the edges: details on a new NHTSA probe into Tesla - following supposed safety concerns around the company's FSD technology... More on what's driving Ferrari shares to their worst day in years... And a look at how millennials are changing the investing game with big bets on alternative assets.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

On another record-setting day for the S&P 500 and Nasdaq, Carl Quintanilla, David Faber and Mike Santoli discussed the AI trade and reacted to comments made to the BBC by JPMorgan Chase CEO Jamie Dimon. He said he is "far more worried than others" about a serious market correction. On the earnings front: Delta shares surged on better-than-expected quarterly results and guidance, while PepsiCo posted its own Q3 beat. Also in focus: The record run for gold and silver, Treasury Secretary Bessent blasts Dodd-Frank rules, Nvidia gets a price target hike, probe into Tesla autos, Ferrari shares in reverse. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Stocks under pressure as the government shutdown begins: Carl Quintanilla, Sara Eisen, and David Faber broke down the latest headlines - and what they mean for stocks, markets, and your wallet with Trivariate's Adam Parker before later getting Apollo Chief Economist Torsten Slok's take on all the action. Plus: what "Trump-RX" and the government's new deal with Pfizer could mean for an underperforming healthcare sector... and a deep-dive on Nike's results - and whether a turnaround could be in the cards here.  Also in focus: a big day for public debuts - as AI data-center REIT "Fermi" goes public on the NASDAQ, and the parent company of the biggest flood insurance provider here in the U.S. begins trading at the New York Stock Exchange. What investors should know about both names ahead of the first trade.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, Jim Cramer and David Faber engaged in a wide-ranging discussion about the potential impact of the federal government shutdown, which began Wednesday after midnight.The ADP employment report shows the private sector unexpectedly shed 32,000 jobs in September. Nike shares rose on a quarterly beat as CEO Elliott Hill implements his turnaround plan for the company.Also in focus: All things AI, Tesla raises lease prices after expiration of a federal EV tax credit, Ford posts higher Q3 auto sales across the board, what's next for big pharma in wake of President Trump'sdrug pricing deal with Pfizer, Warren Buffett's Berkshire Hathaway reportedly near a $10 billion deal to buy Occidental's petrochemical business, why sports betting stocks have taken a hit.Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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

Carl Quintanilla, Jim Cramer and David Faber led off the show with the deal the day: Videogame publisher Electronic Arts has agreed to be taken private by Silver Lake Partners, Affinity Partners and Saudi Arabia's PIF  in a $55 billion buyout. The anchors reacted to comments by Walmart CEO Doug McMillon, who was quoted as saying "It's very clear AI is going to change literally every job." Changes in the C-suite: New CEOs at CSX,  Barrick Mining and GSK, while Comcast named its President Mike Cavanagh to join Brian Roberts as Co-CEO effective January 2026. Also in focus: Markets and government shutdown watch,President Trump reiterates his threat to impose 100% tariffs on movies filmed outside of the U.S., Jim's new book "How To Make Money In Any Market" goes on sale Tuesday. 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.