Podcasts about Squawk

Former White House AI and Crypto Czar David Sacks joins to discuss data centers, AI and regulation. Then, Medtronic CEO Geoff Martha breaks down the company's latest quarter and discusses their big bet on robotics surgery. Plus, Needham analyst Laura Martin grades Tim Cook's tenure at Apple as new CEO John Ternus takes the helm today. 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.

Global bond yields are on the rise again, putting rates back at the center of the market conversation. Plus, new trial data from Novartis shows promise for its experimental multiple sclerosis drug. And Pennsylvania Governor Josh Shapiro and Chobani CEO Hamdi Ulukaya join Squawk on the Street following the company's more than $1 billion investment in the state, as Shapiro also discusses his push to rein in the rapid expansion of data centers. 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 a positive August for stocks, Carl Quintanilla, Jim Cramer and David Faber explored the challenges facing the stock market in September, including moves in Treasurys: The 10-year note yield hit highs not seen since January 2025. According to David's sources, Anthropic agreed to a $35 billion computing deal with Nvidia-backed cloud provider Lambda. The anchors discussed the future for Apple on John Ternus' first day as CEO. Hear what Elon Musk told the G20 meetings about AI and robotics. Also in focus: Oil prices jump as military strikes continue in the U.S.-Iran conflict. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

David Faber and Jim Cramer discussed stocks under pressure and oil prices spiking after the U.S. and Iran resumed military attacks for the first time in weeks. Hear what Treasury Secretary Scott Bessent and Fed Chairman Kevin Warsh told reporters at the G20 meetings in Asheville, North Carolina. The anchors discussed Tim Cook's legacy — including a montage of Jim's interviews with the outgoing Apple CEO throughout the years — as John Ternus prepares to become the company's chief executive on Tuesday. Also in focus: Why shares of PG&E and other California utilities are plunging; All things OpenAI -- from SpaceX to the Hugging Face incident; Stocks on track for a green August. 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.

Treasury Secretary Scott Bessent joins from the G20 meeting in Asheville, North Carolina to discuss the Iran war, the bond market, AI and much more. We also speak to Apollo Chief Economist Torsten Slok on the market and D.A. Davidson analyst Gil Luria on OpenAI reaching a new ad revenue milestone. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Goldman Sachs CEO David Solomon joins exclusively from the G20 to discuss his outlook for the economy, AI, the bond market and much more. Then, Eli Lilly CEO David Ricks also joins from the G20 to discuss the company's new acquisition and the weight loss drug space at large. We also speak to Former CEA Chair Jason Furman about his expectations for the economy and the Fed. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

We bring you special coverage of Fed Chairman Warsh's Jackson Hole speech with commentary from CNBC's Steve Liesman, Former Fed Governor Randy Kroszner and Schwab Chief Investment Strategist Liz Ann Sonders. 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.

DWS Group's David Bianco, Neuberger's Ashok Bhatia and Former Chicago Fed President Charles Evans all join with their reactions to Fed Chairman Warsh's speech in Jackson Hole. Then, Niles Investment Management Founder Dan Niles discusses the potential impact of monetary policy on the markets and tech. We also break down Marvell and Gap earnings. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, Jim Cramer and David Faber set the stage for Friday's keynote speech by Fed Chairman Kevin Warsh at the Kansas City Fed's economic symposium in Jackson Hole, Wyoming: The anchors explored what's at stake for the markets and the economy. Nvidia capped a blowout earnings report with a $442 billion surge in valuation, the second-largest one-day gain behind Microsoft's record-setting $450 billion jump in July. Marvell shares fell sharply despite a quarterly beat and raised guidance. Also in focus: PayPal tumbles after Advent and Stripe reportedly abandon their bid to buy the company; Merger partners decide to scrap their $14.5 billion deal; Affirm rallies; Gap soars; Anthropic's legal victory against the Pentagon; More than 100 companies sign on to an open letter calling for "collective action on cyber defense." 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 a big day for the AI trade, Carl Quintanilla, Jim Cramer and David Faber covered all of the bases on Nvidia's blowout quarter and bullish sales outlook that boosted the stock and the chip sector. Hear what Nvidia CEO Jensen Huang said to Jim on "Mad Money" about the tech giant's growth prospects. Salesforce shares soared on a Q2 beat, raised guidance and an expanded partnership with Anthropic. Also in focus: What Salesforce CEO Marc Benioff and Anthropic CEO Dario Amodei told Cramer on CNBC; CrowdStrike surges; Dollar Tree and Dollar General shares make big moves in opposite directions; Best Buy slides; Fed Chairman Warsh's Jackson Hole speech just one day away; Where's the beef? Why Wendy's shares tumbled. 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 show kicked off with a look at Nvidia's blowout quarter, after the company reported results that topped Wall Street expectations. California Attorney General Rob Bonta also joined the program to discuss Meta's settlement in the social media addiction case, which could cost the company up to $16.7 billion. Cleveland Fed President Beth Hammack also shared her outlook on the economy and interest rates ahead of Fed Chairman Kevin Warsh's Jackson Hole speech tomorrow. 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.

Revolution Medicines CEO Dr. Mark Goldsmith joins after the company received FDA approval for its pancreatic cancer pill that's priced at roughly $40,000 per month. Then, Goldman Sachs analyst Jim Schneider shares his reaction to Nvidia's latest earnings report that has the stock jumping. Plus, Synopsys CEO Sassine Ghazi joins on the heels of a beat and raise.Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

This hour: former AG Jonathan Kanter broke down Meta's landmark settlement over claims their products addict children, the team discussed fresh inflation data - and what it means for the Fed, and one retail executive gave his take on the winners and losers out of earnings from the group. Plus: the playbook for huge reports after the bell out of Nvidia and Salesforce. 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.

Barclays Global Head of Technology Investment Banking Kristin Peterson joins to discuss her outlook for the IPO market with OpenAI and Anthropic in the pipeline. We also break down the expectations for Nvidia earnings, which are slated for after the bell today. Plus, Citi's Tyler Radke breaks down why he opened a positive catalyst watch on Oracle. 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 breaking news involving a landmark social media addiction case: Meta agreed to pay $16.7 billion in a settlement with a coalition of state attorneys general led by California. The anchors also set the stage for Nvidia's earnings due out after Wednesday's close of trading — and explored what's at stake for both the AI trade and the markets overall. Ahead of Friday's keynote by Fed Chairman Warsh at the Jackson Hole Fed symposium, PCE — the Fed's preferred inflation gauge — rose more than expected in July, with Core PCE matching economists' forecasts. Also in focus: OpenAI claims its new Jalapeño chip outperforms Nvidia processors, Intuit tumbles, Bill Gates' AI warning, Mark Walter's TWG Global blasts "attacks" and denies fraud amid a federal probe. 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.

Nova Scotia Premier Tim Houston joins with his reaction to the escalating trade war between the U.S. and Canada. Then, BMO Chief AI & Quantum Officer Kristin Milchanowski joins to discuss the key trends she's watching and where she sees opportunity right now. Plus, Tanger CEO Stephen Yalof joins with his expectations for the consumer amid the back-to-school shopping season. 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.

NYU Professor Aswath Damodaran joins to discuss why he's saying AI could be having its "bar mitzvah moment" right now. Then, National Cattlemen's Beef Association CEO Colin Woodall discusses the trade group's opposition to President Trump's new plan to lower beef prices. Plus, Former Philadelphia Fed President Patrick Harker shares his expectations for the Fed's Jackson Hole meeting this week. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

 Atlantic Council CEO Fred Kempe joins to discuss the latest development in the trade war between the U.S. and Canada with President Trump saying he will increase tariffs on Canadian cars and trucks next year. Then, Webull U.S. CEO Anthony Denier joins to discuss the recent crypto rally and the pulse of retail traders right now. Plus, we bring you the latest updates on the Paramount-Warner Brothers merger.   Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

David Faber and Jim Cramer led off the show with a report from CNBC that sent bond yields lower: Senior Treasury officials said the department could use its General Account to fund government bond buybacks.  The anchors also set the stage for a busy market week ahead: Treasury Secretary Bessent's Monday news conference on U.S. plans for what he called "economic D-day" against Iran; Fed Chairman Warsh's upcoming keynote at the Fed symposium in Jackson Hole, Wyoming; Nvidia leads the earnings parade with quarterly results due out later in the week. U.S.-Canada trade talks fail: President Trump says tariffs on Canadian cars, trucks, auto parts and steel will increase to 50% effective January 1. Also in focus: Sandisk shares tumble; Why California's attorney general canceled its meeting with Paramount.   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.

One day after the worst session for the Dow and S&P 500 since late July, Carl Quintanilla, David Faber and Sara Eisen discussed stocks rebounding as Treasury Secretary Bessent's push to lower bond yields remains in focus. RBC Capital's Helima Croft joined the program to talk about higher oil prices and geopolitics, as President Trump seeks to ramp up economic pressure on Iran. Also in focus: What Bessent told CNBC about yield moves and Trump's approach to Iran; A slew of Wall Street analysts cut their price targets on Walmart after the stock's worst day in four years; Sources tell David that a Broadcom-backed special purpose vehicle is tapping the debt market for $70 billion to support an AI buildout; Crypto's great week; SpaceX's losing streak sends the stock back below its IPO price; What the bond rout means for private credit.   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.

Early Anthropic investor Matt Murphy shares his expectations ahead of the highly anticipated IPO. Then, we speak to the owner of a rare trading card of Dallas Mavericks star Cooper Flagg, which is expected to sell for more than $5 million. Plus, we break down what's behind the rally in cryptocurrencies this week. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jefferies Chief Market Strategist David Zervos joins to discuss the bond market moves this week. Then, Wellington Management's Matt Witheiler shares where he sees opportunity in the AI space right now. Plus, we discuss what's driving the surge in Manhattan rents this year. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, Jim Cramer and David Faber led off the show with Jim live from Micron headquarters in Boise, Idaho. The chipmaker announced a $10 billion investment in a new AI and memory research lab. Cramer spoke exclusively with Micron CEO Sanjay Mehrotra about how the company is capitalizing on the AI boom. The anchors discussed a number of stories weighing on stocks: Walmart shares tumbled after the company missed on raised guidance and posted its weakest same-store sales growth in more than six years; Yields rebounded one day after the Treasury Department announced an increase in bond buybacks; Oil prices jumped after President Trump threatened "unprecedented" economic war against Iran. Also in focus: Strategy, Coinbase and Bitcoin extend their big rally sparked by Trump's White House meeting with crypto executives. 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 CFO of Walmart joins the show, first on CNBC, with his reaction to results as the stock pulls back on concerns about U.S. sales. Plus, the California AG, why he is opposing Paramount's deal to buy Warner Brothers Discovery and the latest on Meta's Child Safety Trial. 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.

Treasury Secretary Scott Bessent joins exclusively to speak about the Treasury's bond market intervention this week, the deficit, the war with Iran and much more. Then, St. Louis Fed President Alberto Musalem joins exclusively to discuss his outlook for Fed rate policy and inflation. Plus, Morgan Stanley Head of Global Real Assets Lauren Hochfelder shares where she sees investment opportunity right now. 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.

As shares of Moderna and Merck surge on new vaccine trial data, we speak to a top analyst about why he thinks the move higher is very difficult to rationalize. Then, Former CEA Chair Jason Furman discusses the Treasury Department's new debt buyback operations. Plus, we bring you the details of Chinese robotics company Unitree soaring in its public debut in Shanghai. 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.

Bond yields pull back after the Treasury doubles liquidity support for buybacks. Allianz's Mohamed El-Erian warns the recent turmoil could have big social and political consequences. Plus, Moderna and Merck rally on a major breakthrough for their skin cancer vaccine. And defense tech firm Lyntris makes its NYSE debut in a downsized IPO, with its CEO joining us to discuss the road ahead. 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.

One day after the 30-year yield hit fresh 2007 highs — and stocks extended their daily losing streak to three — Carl Quintanilla, Jim Cramer and David Faber led off the show with yields falling after the Treasury Department announced it would at least double the size of its government debt repurchases. The anchors delved into all things AI — from OpenAI reportedly lagging behind Anthropic on revenue growth, to midterm elections being impacted by the backlash against data centers. Moderna shares doubled and Merck shares rose sharply on late-stage trial results involving the companies' melanoma vaccine. Also in focus: Why Marvell shares surged; Toll Brothers beats; Reaction to retail earnings from the likes of Target, Lowe's and TJX.   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 and Jim Cramer discussed what to make of the global bond sell-off that sent stocks falling, especially in the tech sector. The anchors explored why Home Depot shares erased earlier gains despite the company's better-than-expected Q2 results. Also in focus: Opening arguments begin Tuesday in Meta's federal trial on child safety; Klarna plunges; Diesel crack tops $100/barrel; Anthropic's revenue boost; Disney's ABC sues the FCC; A look at Micron and the memory chip makers; July housing starts tumble more than 12%; Baidu slides on a Q2 miss.   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.

CVC Marathon Managing Partner Bruce Richards joins with his reaction to today's global bond market sell-off. He also shares his outlook for the private credit market and where he sees opportunity right now. Then, Kalshi Board Member & Former CFTC Commissioner Brian Quintenz joins to discuss the regulatory landscape for prediction markets as headwinds continue to grow. Plus, we bring you the details of Meta's landmark child safety trial that begins today. 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.

Global bond yields surge to multi-decade highs, adding fresh pressure to tech stocks and raising new questions about the outlook for markets. On today's Squawk on the Street, Evercore's Roger Altman breaks down what's driving the historic moves in rates and what they could mean for investors. Plus, former Assistant Attorney General Jonathan Kanter weighs in as a major trial gets underway alleging Meta's platforms fueled addictive behavior among children and teens. 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.

Former Tesla President Jon McNeill joins to discuss a new report that Tesla will soon unveil a design for a flying roadster. Then, we bring you OpenAI President Greg Brockman's first comments on the recent executive departures from the company. Plus, we take a look at how new AI technology is now used in boating. 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.

Berkshire Hathaway makes a major bet on Alphabet, boosting its stake in the second quarter and making the Google parent its third-largest position. On today's Squawk on the Street, we break down what may be behind the move. Plus, Brown Harris Stevens CEO Bess Freedman explains why she says the pied-à-terre tax is already chilling New York City real estate. And Ferrari's new EV sets an auction record after its May debut drew skepticism on Wall Street. 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 and Jim Cramer led off the show with tech as a market bright spot: Sandisk, Western Digital and Micron rallied after The Wall Street Journal reported Commerce Secretary Lutnick urged Apple not to buy Chinese memory chips. The anchors discussed Anthropic amid reports its revenue has skyrocketed as the AI startup prepares to go public. President Trump's comments on the Iran war also in the spotlight — from his warning to Oman to him urging Americans to accept higher gas prices. Also in focus: The beaten-down names Cramer believes you should buy now, Nvidia's $21 billion SpaceX stake, OpenAI's president on recent executive departures, Disney's CEO on the company's stock slump, Situational Awareness meltdown fallout.    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.

Omega Family Office Chairman and CEO Leon Cooperman joins Squawk on the Street to discuss where he sees value with stocks near record highs—and whether the AI trade is becoming a bubble. Plus, a talent exodus at OpenAI raises fresh questions ahead of a potential IPO as new reports shed light on the company's financials. And memory stocks rebound, helped by a rally in SanDisk. The CEO laying out the company's strategy to CNBC. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Disney CEO Josh D'Amaro joins to discuss his vision for the company, the outlook for parks, streaming strategy and much more. Then, we break down how Apple's newly opened manufacturing site in Texas fits into the company's playbook. Plus, we discuss the latest headwinds facing the prediction markets and how they could impact regulation moving forward. 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, Morgan Brennan, and David Faber broke down the massive rally in memory stocks and the AI trade with the CEO of SanDisk; that stock is up more than 3,000% over the last full year of trading. The desk also hit shares of SpaceX, which continue to climb after rallying from their August lows. Also in the mix: the anchors highlighted a U.S. 30-year bond auction that came at the highest borrowing costs in 25 years. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, Jim Cramer, and David Faber discussed this morning's PPI print, with wholesale prices coming in flat in July, below expectations. They then turned to tech, bringing in Cisco Chair & CEO Chuck Robbins to discuss the company's latest earnings; shares fell despite a beat and record revenue. Later in the hour, Cramer discussed Tapestry's rough quarter after the stock dropped double digits following the open. 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.

CoreWeave CEO Andrew Feldman joins to break down the company's latest earnings report that sent the stock tumbling today. Then, Tapestry CEO Joanne Crevoiserat discusses the Coach and Kate Spade parent company's quarterly results. Plus, Rick Caruso joins ahead of the reopening of the Palisades Village after a more than $100 million rebuild following the LA wildfires. 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.

Databricks CEO Ali Ghodsi joins Squawk on the Street with new financials after closing a $5 billion funding round at a $190 billion valuation, discussing growth and a possible IPO timeline. Plus, Bullish CEO Tom Farley weighs in on the beaten-down crypto market after the exchange's latest results. And two of the world's largest container shipping companies detail how the closure of the Strait of Hormuz is disrupting global trade and supply chains. 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 started the hour by breaking down this morning's inflation print, with CPI rising 0.1% in July and the annual inflation rate coming in at 3.4%. The desk then brought in CoreWeave CEO Mike Intrator to discuss his company's strong Q2 results, which sent the stock surging by double digits at the open. Also in AI, SpaceX CEO Elon Musk outlined how AI revenue within the company will exceed all other sources of revenue before year-end. 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 broke down the impact of Nvidia's massive $500 billion AI infrastructure partnership with six Wall Street giants, including Goldman Sachs, BlackRock, and Apollo. Also in tech, the desk discussed Intel upsizing its stock offering to $20 billion at $95 per share to keep up with AI demand. After the opening bells, they also broke down energy prices and the fate of the Strait of Hormuz, as deal talks showed no signs of progress. 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.

Nvidia's half-trillion-dollar financing deal with Wall Street's biggest lenders signals a new phase in the AI infrastructure boom. On today's Squawk on the Street, tech investor Byron Deeter breaks down what the deal means for capital markets and the future of AI investment. Plus, we preview two closely watched earnings reports from CoreWeave and Super Micro that could shape sentiment across the tech sector. And GXO Logistics CEO Malcolm Wilson joins the show to discuss how the company is positioning itself to benefit from the rise of artificial intelligence. 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.

Invitation Homes CEO Dallas Tanner joins in his first interview since the Trump Administration's housing bill became law. Then, the CEO of eToro joins us after the trading platform's latest earnings report. We also speak to Goldman Sachs' Co-Head of Global Commodities on where he sees oil prices heading from here. Plus, don't miss an update on NYC Mayor Mamdani's pied-à-terre tax. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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

SpaceX rallies back to its IPO price after Friday's sharp rebound, one portfolio manager explains why the stock has become one of his largest bets. Plus, a top economist makes the case that the Federal Reserve won't raise interest rates this year, even as inflation remains a key concern for investors. And we break down Berkshire Hathaway's latest earnings, including CEO Greg Abel putting more of the company's massive cash pile to work. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Goldman Sachs Asset Management Co-Head of Private Credit James Reynolds joins with his outlook for the private credit space and where he's finding opportunity right now. Then, we speak to Randy Mastro, the lawyer representing a group of New York City homeowners suing over the rollout of Mayor Mamdani's pied-à-terre tax. Plus, we bring you the details of Intel's new $15 billion stock offering and Meta's new AI model.   Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Goldman Sachs Chief Economist Jan Hatzius joins Squawk on the Street with his first reaction to the latest U.S. jobs report and what it means for the economy, interest rates, and the Federal Reserve. Plus, SentinelOne CEO Tomer Weingarten discusses the rise of rogue AI hacks and how companies are adapting to a new generation of security threats. And Flexport CEO Ryan Petersen breaks down the global trade implications after Iran proposed banning U.S. and Israeli ships from the Strait of Hormuz. 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 CEO of First Solar shares his reaction to President Trump's newly announced tariffs on a key component for solar panels. Then, the CEO of Columbia Sportswear discusses how their tariff refund is impacting the business. Plus, the CEO of Wheaton Precious Metals joins after the company posted a record quarter. 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 and Scott Wapner discussed a July jobs report surprise: Non-farm payrolls fell unexpectedly by 23,000. J.P. Morgan Asset Management's David Kelly and Trivariate Research's Adam Parker offered their perspectives on the markets. Hear what President Trump told Punchbowl News about Fed Chairman Warsh and rate moves ahead of the midterm elections. Carl and Scott delved into Palantir and other tech stocks that have had a red-hot week. The anchors also explored a slew of high-flying earnings winners — including one stock soaring 60%. Also in focus: SpaceX extends its post-lock-up rebound; OpenAI set to launch a new product; What top bank executives told CNBC about the meltdown of hedge fund Situational Awareness.   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.