Podcast appearances and mentions of David Faber

On a day in which the Dow and Russell 2000 hit fresh all-time highs, Carl Quintanilla and Jim Cramer also drilled down on continued weakness in the AI trade. Broadcom shares take a hit despite better-than-expected quarterly results. A shake-up at Lululemon: Shares of the athleisure retailer rally on news Calvin McDonald is stepping down as CEO. Chipotle CEO Scott Boatwright joined the program at Post 9 after ringing the opening bell at the NYSE. Hear what he had to say about the restaurant chain and the state of the consumer.Also in focus: Costco's beat, RH CEO Gary Friedman on tariffs and earnings, What OpenAI CEO Sam Altman told David Faber about Google Gemini AI.Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

David Faber led off the show with breaking news: Disney announced it will make a $1 billion investment in OpenAI — part of a three-year licensing agreement between the two companies. Hear what David, Jim Cramer and Carl Quintanilla had to say about it. The anchors also discussed Oracle shares tumbling on a revenue miss and raised capex guidance, reviving investor jitters about the level of AI spending. Also in focus: What's next for the Fed after Wednesday's rate cut, Time magazine's 2025 Person of the Year - "The Architects of AI" including Jensen Huang, Elon Musk and Mark Zuckerberg, Coca-Cola picks a new CEO, Cisco shares hit a new record high, "Faber Report" with an update on the Paramount-Netflix battle for Warner Bros. Discovery. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Disney CEO Bob Iger and OpenAI CEO Sam Altman join David Faber exclusively to talk about a new content licensing and investment deal between the two companies. Plus, the latest on the Fed decision, Oracle's big plunge, and media investor Mario Gabelli discusses the Warner Bros. Discovery saga.Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, Sara Eisen, and David Faber kicked off the hour with fresh jobs data just crossing - before getting into a growing number of comments around the high/low-income consumer. Bespoke's Paul Hickey pointing out some bullish historical trends into year-end, while Goldman's Head of Corporate Credit gave his predictions for rates as another FOMC meeting kicks off today. Plus: a volatile morning for Nvidia as the White House greenlights the sale of some chips to China... what you should know, what it means for shares, and key analysis from one sell-side analyst who calls the stock a buy here.  Also in focus: closing the wealth gap with a new tax... NY Congressman Dan Goldman joined Post 9 with more on his new bill to tax the ultrawealthy, while the team also took a look at Elon Musk's growing wealth tied to SpaceX - and why it could be a bad thing for Tesla shareholders.Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

David Faber, Jim Cramer and Carl Quintanilla led off the show with the latest on Paramount Skydance's hostile bid for Warner Bros. Discovery — plus reaction from Netflix in wake of the streaming giant's deal to acquire Warner Bros. assets. The anchors discussed President Trump's decision to allow Nvidia to sell its H200 chips to China — and what it means for the AI trade. Also in focus: OpenAI CEO Sam Altman's message to Jimmy Fallon on NBC's "The Tonight Show" about AI fears, What Walmart CEO Doug McMillon told CNBC about the state of the consumer, Home Depot falls on 2026 outlook, Fed rate decision one day away, PepsiCo and activism, Toll Brothers' earnings beat. Disclosure: Comcast is the parent company of NBCUniversal, which owns CNBC. Versant would become the new parent company of CNBC upon Comcast's planned spinoff of Versant. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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

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

Carl Quintanilla, David Faber, Sara Eisen and Michael Santoli covered all of the bases on a blockbuster deal: Netflix agreed to acquire Warner Bros. following the separation of Discovery Global. The cash and stock deal has an equity value of $72 billion. The bidding process also included Paramount Skydance and Comcast vying for Warner's assets. The anchors discussed the details of the deal and potential antitrust ramifications. A senior Trump Administration official told CNBC the White House's view of the Netflix-WB deal is "heavy skepticism." Also in focus: Key inflation data ahead of next week's Fed rate decision, market winners and losers, the sensation at Art Basel Miami: Robot dogs that look like Musk, Zuckerberg and Bezos.  Disclosure: Comcast is the parent company of NBCUniversal, which owns CNBC. Versant would become the new parent company of CNBC upon Comcast's planned spinoff of Versant.Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

With the AI trade in the spotlight, Carl Quintanilla and Jim Cramer discussed Nvidia CEO Jensen Huang's Wednesday visit to Washington, DC — which included a meeting with President Trump. Hear what Huang said at a separate event about the U.S.-China battle over AI. The anchors reacted to Al bubble-related comments Anthropic CEO Dario Amodei made to Andrew Ross Sorkin at The New York Times DealBook Summit. David Faber called in with breaking news about the battle to acquire Warner Bros. Discovery — his sources say Netflix is the leading bidder. Meta shares rally: CEO Mark Zuckerberg reportedly plans deep cuts to the company's metaverse group. On the earnings front: Salesforce shares rise while Snowflake melts.  Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Retail in focus as Black Friday gets underway: Carl Quintanilla, Sara Eisen, and David Faber spent the hour breaking down key trends, how demand's holding up, any tariff impacts and more with a number of sources across the retail landscape - including a live read from the ground at a mall in New Jersey, L.L. Bean's CEO, and an even more wide-ranging discussion with luxury mall operator Ray Washburne (who also talked energy, as Chairman of Sunoco's board). Plus: Apple inches from fresh all-time highs... hear one tech expert's take on what the holidays could mean for shares.  Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, David Faber and Sara Eisen led off the show with the resumption of stock futures trading — after it had been halted at the CME due to a data-center cooling issue which knocked out futures and options across markets. The anchors also explored what to make of November volatility and the AI trade on the final trading day of the month. Covering the bases on Black Friday: Adobe out with data forecasting record sales, action at the malls, the retailers best positioned for success, Apple's holiday game plan. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

On the last trading day before Thanksgiving, the AI trade once again takes center stage. Carl Quintanilla, David Faber and Sara Eisen explored Alphabet nearing a $4 trillion valuation versus Nvidia's rough November. The anchors reacted to a note from HSBC — it says OpenAI might need to raise at least $207 billion in financing by 2030.Dell shares rose after its upbeat guidance overshadowed a revenue miss. Also in focus: Airlines and the Thanksgiving travel rush, Deere falls despite an earnings beat, the healthcare sector rally, bitcoin slump effect, Campbell's controversy, how AI is transforming the holiday season, Santa visits the NYSE ahead of Macy's Thanksgiving Day Parade. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, Sara Eisen, and David Faber began the hour with key takeaways from the latest batch of earnings - before diving into the state of markets with former PIMCO CEO and longtime economist Mohamed El-Erian... Later on, Moody's Chief Economist Mark Zandi joined the team to break down what he's calling America's "affordability squeeze" - and the team discussed what's next in the tech trade (along with some top picks) with Evercore's Head of Internet Research.  Also in focus: Staggering numbers out of a new MIT study analyzing AI's impact on the jobs market - hear the details, this hour... Plus - the stock implications of new Medicare pricing, sending Novo Nordisk shares higher in the early 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.

Carl Quintanilla, Jim Cramer and David Faber drilled down on the AI trade: Alphabet on the cusp of hitting a $4 trillion market cap for the first time — with Meta shares also moving higher. The parent of Facebook is reportedly considering using Google AI chips in its data centers. Nvidia shares fell sharply on that report. Hear what Cramer said about selling the stock now. Also in focus: What Treasury Secretary Scott Bessent told CNBC about the Fed, what's extending Oracle's stock slump, Kohl's soars as part of a retail earnings parade, reaction to September inflation and retail sales data 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.

Carl Quintanilla, Sara Eisen, and David Faber began the hour with fresh data and earnings commentary around the health of the consumer - before diving into the AI trade with a focus on Google. Hear one AI expert's take on the state of play - and who's winning the war so far. Plus: the Executive Chairman of Dick's Sporting Goods joined the team to breakdown earnings from the name - and a decision to close some Footlocker stores.  Also in focus: the TSA projecting a record breaking Thanksgiving travel week - the team sat down with the CEO of newly listed AeroMexico to talk demand, along with any possible shutdown hangover for the airlines.  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 debate over the state of inflation - and what it means for the Fed - on the heels of new data out of NABE... with key analysis from Citi's U.S. Equity Strategist Scott Chronert soon thereafter. Plus: tech yet again the focus of early trading - the team started with breaking news out of Amazon when it comes to their satellite business, before also getting a breakdown of Elon Musk's AI chip ambitions (helping boost Tesla shares), and a deep-dive on Alphabet's big move higher to fresh record highs.  Also in focus: the state of the economy - and what a volatile government could mean for markets, in a wide-ranging and rare interview with former Treasury Secretary Jack Lew this hour.  Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, Jim Cramer and David Faber discuss what's next for the AI trade after big tech comes off its worst week since April.Alphabet continues to be a bright spot, rallying to new record highs. Plus, the Rotation into Health Care. How to play this sector, as Lilly hits a major milestone that no other big pharma stock has ever hit before. We'll also get you ready for key retail earnings this week, as the holiday shopping season gets 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.

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.

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.

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.

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, 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 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, 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.

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

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

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

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

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

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

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.

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

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

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

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