Podcasts about Squawk

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

Carl Quintanilla, David Faber and Michael Santoli led off the show with tech and the AI Trade: Shares of Micron soared after the memory chip maker posted a blowout quarter. Apple announced it is hiking prices on MacBooks and iPads due to the memory chip crunch. Shares of the iPhone maker fell sharply, helping to drag the Nasdaq into negative territory in Thursday's trading and erasing the optimism sparked by Micron. Core PCE — the Fed's preferred inflation gauge — rose in May to year-on-year levels not seen since 2023. Also in focus: Qualcomm surges, oil prices fall to fresh pre-Iran war lows, a JPMorgan Chase executive seen a potential successor to CEO Jamie Dimon is leaving the bank, Anthropic vs. Alibaba, all things SpaceX.   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.

Energy Secretary Chris Wright joins Squawk on the Street to discuss the future of nuclear power in the U.S., the administration's approach to Iran sanctions, and the outlook for domestic energy production. Plus, Apple's latest price increases put the spotlight on rising memory costs as AI demand sends memory-chip stocks soaring.   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.

Semis in focus as Broadcom unveils a new custom chip with OpenAI, Micron awaits earnings after the bell, and Cerebras shares slump on the company's first report as a public company. Cerebras' CEO joined the team with his first take on the stock move. Plus: a live look at the world's largest gas turbine engine factory - and what it means for stocks like GE Vernova - along with reaction from the head of one of the nation's biggest homebuilders to the President's surprise pivot on a key housing affordability bill.    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 Leslie Picker explored what's ahead for the tech sector in wake of Tuesday's sell-off — and ahead of Micron's earnings due out after Wednesday's close of trading. The anchors also discussed OpenAl and Broadcom unveiling their new custom AI chip, called "Jalapeño." Brian Sullivan joined the anchors at Post 9 to discuss WTI crude falling below $70/barrel for the first time since the early stages of the Iran war. Seema Mody delivered a live report from inside GE Vernova's turbine factory — as the company looks to meet hyperscalers' demand for AI power. Also in focus: Cerebras tumbles on its first earnings report since going public, Alphabet to replace Verizon in the Dow, FedEx earnings reaction, what Treasury Secretary Bessent told CNBC about economic growth.   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.

Breaking this hour: Sen. Elizabeth Warren reacts to President Trump's decision to cancel the planned signing of a bipartisan housing bill. Plus, why she says data centers are hurting local communities. Then, Broadcom CEO Hock Tan and OpenAI President Greg Brockman discuss a new AI processor “Jalapeño,” and just how much demand they are seeing for compute. And Cerebras board member and one of the earliest investors, Foundation Capital's Steve Vassallo, joins the show to break down the company's first results as a public 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.

A volatile session as tech stocks take a broad leg lower - Carl Quintanilla and Sara Eisen discussed the key names to watch (from SpaceX to Amazon), and broke down what could come next with the CEO of one AI name that just partnered with Nvidia on drug discovery.  Plus: a deep-dive on Amazon's new advertising push with OpenAI, a look ahead to Cerebras earnings after the bell, and an exclusive with Meta's Head of Wearables as the company releases a slew of new AI glasses. 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 all of the bases on the tech-fueled global market sell-off: South Korea's Kospi tumbled ten percent from a record closing high — as chipmakers Samsung and SK Hynix fell by double digits and weighed on shares of their U.S. counterparts; AI spending fears impact "Magnificent 7" stocks; SpaceX shares briefly fell below Friday's post-IPO opening price of $150. Also in focus: Oil prices fall to fresh March lows as U.S.-Iran talks continue, Apollo's private credit fund caps redemptions, Oracle job cuts update.   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 is Wall Street valuing software companies in the age of artificial intelligence? Twilio CEO Khozema Shipchandler discusses the changing software landscape, AI adoption, and how his company is positioning itself for the next wave of growth. Plus, Meta's former head of news warns about the growing challenge of ensuring AI-generated information is accurate. And Apollo in focus as investors submit redemption requests from one of its private credit vehicles, raising fresh questions about liquidity and the risks facing the industry. 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 Sara Eisen kicked off the hour with fresh news out of SpaceX before turning to a sell-off in Alphabet shares with veteran tech investor Dan Niles. Plus: energy prices also falling as the U.S.-Iran deal talks make progress... What could come next - with one former diplomat that played a key role in Obama's Iran nuclear deal.  Elsewhere this hour: a read on airline stocks - and whether higher airfares are here to stay; plus: one former Fed member's remembrance of his time working alongside Alan Greenspan - and what he thinks Greenspan would have thought about current market exuberance.  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 Wall Street remembers former Federal Reserve Chair Alan Greenspan, Squawk on the Street examines the parallels—and key differences—between today's market enthusiasm and the era that gave rise to Greenspan's famous "irrational exuberance" warning. Plus, SpaceX shares pull back again, but one analyst is becoming even more bullish, raising his price target despite the selloff. And Apollo President Jim Zelter joins the show to discuss the massive financing needs behind the AI boom and where private capital sees the biggest opportunities in the next phase of artificial intelligence growth. 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 market reaction to positive comments by Vice President Vance about the U.S.-Iran negotiations. AI in the spotlight: Chevron announced it signed a 20-year agreement with Microsoft to provide power for the tech giant's massive West Texas data center project. The anchors remembered the influential former Fed chairman Alan Greenspan, who died Monday at the age of 100. Also in focus: President Trump's comments on Anthropic and national security, Microsoft CEO Satya Nadella's message for companies leading the AI boom, SpaceX shares on track for a three-day losing streak, AbbVie agrees to buy immunology drugmaker Apogee Therapeutics for $10.9 billion in cash. 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.

Kansas City Restaurants Squawk Over Business Issues, Plus Obama Opens Library with... Division?! | 6-19-26See omnystudio.com/listener for privacy information.

Jim Cramer and David Faber kicked off the show with a look at shares of Intel surging after President Trump said the company will partner with Apple on U.S. chip design. The anchors also shifted to a WSJ report that Apple must raise prices on its products to offset the surging costs of memory chips. Also in the mix; the desk discussed Warsh's debut as Fed Chairman, a day after the committee held rates steady. 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 Sara Eisen broke down the days biggest movers - from a new Apple partnership sending Intel shares surging to another day of losses for SpaceX. Plus: hear a deep-dive on what Fed Chairman Warsh's inflation battle could mean for investors still expecting rate cuts, and more on Accenture's results with the company's CEO - as those shares plunge double-digits and even hit stocks of competitors like IBM. Elsewhere in the hour, the team also discussed the economic impact of the Knick's championship run as their celebration parade kicked off in downtown Manhattan.  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.

Michael Santoli and Sara Eisen kicked off the hour with the state of stocks following Fed Chairman Warsh's hawkish press conference - and more on the key tech stories of the day, from Apple's price hike warning to a new partnership sending Intel shares surging. Plus: oil prices falling as the U.S. and Iran sign a preliminary cease-fire deal, hear one energy market veteran break down the move and what could come next... along with more on how the Knick's win could be a big opportunity for MSG shareholders as the team's blockbuster celebration parade shuts down lower Manhattan.  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 third hour of CNBC's "Squawk on the Street" with Carl Quintanilla and Sara Eisen is broadcast each weekday from the floor of the New York Stock Exchange, with the up-to-the-minute news investors need to know and interviews with the most influential CEOs and greatest market minds. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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

SpaceX shares trade lower for the first time since the company's public debut, raising questions about what comes next. We break down what the options market is signaling about investor expectations for the stock. Plus, HPE CEO Antonio Neri joins the show to discuss the company's new partnership with Nvidia and how it plans to capitalize on the growing demand for AI infrastructure. And new government data shows the U.S. Strategic Petroleum Reserve has fallen to its lowest level since 1983, as energy security and oil markets remain in the spotlight. 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 briefly surpasses Microsoft to become the world's fourth-most valuable company, and a new market for SpaceX options gives investors another way to bet on the stock. Then Coinbase CEO Brian Armstrong discusses the company's latest product announcement and the next phase of crypto innovation. Plus, former Israeli Ambassador to the U.S. Michael Oren weighs in on the evolving relationship between President Trump and Prime Minister Benjamin Netanyahu as tensions in the Middle East remain in focus. 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 Federal Reserve Governor Stephen Miran joins Squawk on the Street to discuss the economic outlook ahead of Fed Chair Kevin Warsh's first policy meeting as chair, as investors look for clues on the path of interest rates and inflation. Plus, oil prices react to reports of a potential Middle East peace deal, reshaping expectations for global energy markets. And Qualcomm lays out the company's AI device roadmap, discusses the future of on-device intelligence, and weighs whether acquisitions could accelerate Qualcomm's growth. 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 could the reopening of the Strait of Hormuz change the outlook for oil prices? Coverage of the latest developments in the Middle East and what they could mean for global energy markets. Then, early SpaceX investor Peter Diamandis joins the conversation to discuss why a Tesla-SpaceX makes sense and how Elon Musk's empire continues to evolve. Plus, we break down Anthropic's growing battle with the White House and explore which companies and industries stand to benefit most from the outcome. 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 President Trump arrives in Europe for the G7 summit, markets weigh the latest geopolitical and economic implications. Then, we speak with one of the first Wall Street analysts to initiate coverage on SpaceX about the company's valuation, growth prospects, and investor demand. Plus, Anthropic finds itself at the center of a new battle in Washington as the AI startup clashes with the White House over its latest 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.

Stocks surged as investors welcomed signs of a potential U.S.-Iran framework for a peace deal after nearly four months of war. U.S. crude oil futures dropped below $80 per barrel for the first time since March in early trading. Plus, David Faber broke down the media deal of the morning, as Fox acquired Roku in a $25 billion cash-and-stock deal. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, Jim Cramer and David Faber kicked off wall-to-wall coverage of SpaceX's public debut day. Elon Musk's company was valued at nearly $1.8 trillion after pricing its record-setting IPO at $135 per share. The anchors explored what's at stake for the markets and investors. You'll hear Musk's speech to SpaceX employees at the company's headquarters in Starbase, Texas. Also in the mix: Cramer's message on SpaceX's opening trade, a live report from the trading floor of Morgan Stanley — one of the lead underwriters of the SpaceX IPO, a flashback to the first trading days for companies including Tesla, Facebook (now Meta) and Alibaba.  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.

Full coverage of the leadup to the first trade of SpaceX. Live from the Nasdaq, the Morgan Stanley trading floor, and the New York Stock Exchange. We speak with some of the top SpaceX shareholders as well and industry experts to make sense of SpaceX's debut and its valuation. 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 full coverage of the historic SpaceX IPO as it opens for trade at the Nasdaq. Plus, we speak exclusively with the second largest shareholder in SpaceX after Elon Musk, Antonio Gracias of Valor Equity Partners. We also bring you an exclusive interview with early SpaceX investor Gavin Baker of Atreides Management. 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 the details on why shares of Oracle are tumbling today despite a strong earnings report from the company. Then, Former Kansas City Fed President Thomas Hoenig joins to break down this morning's wholesale inflation data. Plus, we look ahead to the SpaceX IPO tomorrow and discuss why there could be outsized volatility for both the stock and the indexes it's in. 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.

Jeff Bezos joins the show from San Francisco along with his co-founder and co-CEO of AI startup Prometheus. Just announcing a new $12B series B funding round which values the firm at $41B. Bezos speaking for one of the first times about Prometheus' ambitions. From chips to jet engines to batteries to solar and manufacturing. That extending conversation, only on Squawk on the 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, Jim Cramer and David Faber discussed a report from Iranian state media, which said Iran will consider all of Elon Musk's companies in the Middle East as military targets as it retaliates against the U.S. This comes one day before Musk's SpaceX is set to go public with a historic and massive IPO. The anchors reacted to Oracle shares taking a hit: The company's AI spending plans overshadowed a Q4 beat. In San Francisco, David previewed his interview with Jeff Bezos and Vik Bajaj, Co-CEOs and Co-Founders of AI startup Prometheus. KKR, Nvidia, Vistra and Kuwait Investment Authority have launched a new AI infrastructure company, Helix Digital Infrastructure. The CEO of Helix and a top executive at KKR joined the program to talk about it. Also in focus: Stocks try to rebound from Wednesday's sell-off, hotter-than-expected May PPI, a look back at SpaceX through the years.  Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Coatue founder and portfolio manager Philippe Laffont shares his criticism of the public markets and how he's looking at the AI boom right now. We also speak with Former NEC Director Gary Cohn about this morning's inflation data. Plus, we bring you comments from Palantir CEO Alex Karp on the biggest names in AI and Baupost CEO Seth Klarman on the current market environment. 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.

An exclusive with Palantir CEO Alex Karp. On software valuations and how its technology is being used on the battlefield all over the world. Plus, he weighs in on Elon Musk and the SpaceX IPO. Then how investors should think about the pressure on chip stocks as the rotation away from some of the highest-flying tech stocks continues. 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 market reaction to May CPI: Consumer inflation jumped to highs not seen in three years. The anchors explored Nasdaq and the tech sector extending Tuesday's losses in connection with the AI trade. With SpaceX's historic public debut set for Friday, Sen. Elizabeth Warren (D-Massachusetts) wrote a letter to the SEC urging it to delay the company's IPO. Also in focus: Oil prices rise as the U.S.-Iran conflict escalates, Bill Gates' statement to reporters ahead of his Capitol Hill testimony on Jeffrey Epstein, freight stocks under pressure on Amazon news, Nvidia as a value play, bitcoin weakness, Morgan Stanley CEO Ted Pick on AI tailwinds, Jim's description of Nike stock on the heels of a downgrade. 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 the tech sector bouncing back from Friday's sell-off for a second straight day. Hear what Jim said about the chip sector rebound. The anchors discussed OpenAI confidentially filing for an IPO after last week's Anthropic filing to go public — and SpaceX slated for its Wall Street debut on Friday. Also in focus: SpaceX's CFO on data centers in space, market reaction to Apple unveiling "Siri AI" at WWDC, GSK buys a cancer drug maker in a $10.6 billion deal, Nvidia CEO Jensen Huang makes his presence felt in South Korea — and dances.   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.

Ahead of the World Cup, FIFA President Gianni Infantino and AB InBev CEO Michel Doukeris discuss their revenue expectations for the event, hotel booking trends and ticket prices. Then, we bring you all the details on OpenAI confidentially filing to go public. Also, we break down the street's reaction to Apple WWDC.   Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

AI spending is hitting record highs, but where are investors placing their bets? On today's Squawk on the Street, tech analyst Dan Niles explains why he prefers Anthropic over OpenAI, while the team examines the massive capital pouring into artificial intelligence. Plus, Energy Secretary Chris Wright's comments send oil prices lower, and a closer look at the growing market for private-company shares raises a surprising question: Do retail investors buying SpaceX stock actually own what they think they do? 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 Saks Global joins after the company received court approval for its bankruptcy restructuring plan. Then, the CEO of Scotiabank, one of the largest banks in Canada, joins with his outlook for the global economy. We also discuss what to expect from Apple WWDC which kicks off today. Plus, we break down new weight loss drug results from Eli Lilly and Zealand Pharma. 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 bounce back, but is the market getting ahead of itself? The Squawk on the Street team breaks down the forces driving the latest rally, what investors are watching from Apple's WWDC, and whether the AI trade still has room to run. Plus, a conversation on SpaceX's soaring valuation and what the private-market appetite for Elon Musk's space venture says about where investors are placing their next big bets. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, Jim Cramer and David Faber discussed names in the tech sector recouping some of their losses from Friday's sell-off — the Nasdaq's worst day in more than a year. Oil prices eased from their highs after Iran said it would end military operations against Israel. The anchors engaged in a wide-ranging discussion about what to expect from Apple's WWDC, Tim Cook's final developers conference as CEO. In the mix: Cook's AI legacy — and a WWDC flashback. Also in focus: SpaceX IPO watch, Corning surges on Amazon AI deal, Why Intel shares jumped 10%, Citi raises its S&P 500 target to 8100, Lilly shares gain on obesity drug trial results,  Paramount drama as former "60 Minutes" correspondent Scott Pelley sounds off to The New York Times about CBS News chief Bari Weiss. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The CEO of Boeing joins us exclusively to discuss the company ramping up its 737 Max aircraft production. Then, we look at the billionaires expected to come out of the SpaceX IPO and the restrictions retail investors could face. Plus, we discuss what to expect from Apple WWDC next week with AI announcements in the spotlight. We also break down this morning's stronger-than-expected jobs number and the sell-off in the Nasdaq.   Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanill, Jim Cramer and David Faber led off the show with weakness in the tech sector, which is threatening the S&P 500's bid for a ten-week win streak. National Economic Council Director Kevin Hassett joined the program with White House reaction to the stronger-than-expected May jobs report. Hear the exchange between Cramer and Hassett about Americans who are not thriving in this economy. The anchors discussed SpaceX one week away from going public. They reacted to Elon Musk's comments to JPMorgan Chase CEO Jamie Dimon at the bank's  SpaceX event, including why now is the time for an IPO. Also in focus: The S&P 500 denies SpaceX fast entry, Lululemon slides, Apple's WWDC and Siri, bitcoin's ugly week. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Citi's Global Head of Tech and Communications Heath Terry joins with his outlook for tech markets as Broadcom shares tumble post-earnings. Then, the CEO of Tanger discusses the health of the consumer and the retail sector. We also preview what to expect from SpaceX's upcoming IPO as the company's roadshow kicks off today. Plus, we bring you all the details on the flesh-eating screwworm that was detected in U.S. cattle for the first time in decades.   Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, Jim Cramer and David Faber explored the tech sector being dragged down by a member of the trillion-dollar club: Broadcom shares tumbled in reaction to the company missing on quarterly revenue and reiterating long-term AI chip sales guidance. A different story for the Dow: The blue-chip index gained more than 700 points. The anchors also discussed Elon Musk's SpaceX gearing up for its IPO roadshow after it filed plans for a $135 per share offering, valuing the company at nearly $1.8 trillion. Public debut day for Honeywell's Quantinuum, whose CEO joined the show to discuss the future for the quantum computing company. Also in focus: CrowdStrike slides, Blackstone's flagship private credit fund redemptions. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, Jim Cramer and David Faber discussed new developments regarding SpaceX's massive IPO: Leslie Picker said a source is telling her that Elon Musk's company is looking to price its offering at $135/share and raise $75 billion, aiming for a valuation of $1.75 trillion. With stocks entering the day at record highs, the anchors reacted to comments Goldman Sachs CEO David Solomon made to Picker at the Economic Club of New York about the AI boom and the markets: "There's more greed than there is fear." Also in focus: Private credit-related stocks under pressure in reaction to fund redemption stories, drama at Paramount as CBS News ousts "60 Minutes" correspondent Scott Pelley, Palo Alto Networks' wild ride on earnings. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In Washington, D.C., U.S. Trade Representative Jamieson Greer stops by the Squawk set to discuss trade and tariff strategy. Shortly after news broke of a potential tariff on Brazil, Ambassador Greer references his office's investigations into unfair trade practices. CFTC Chairman Michael Selig is in DC as well, addressing his own role in regulating prediction markets. In corporate news, Anthropic is going public, Google plans to raise $80 billion to fund its AI build-out, short-seller Andrew Left was found guilty of securities fraud, and Senator Bernie Sanders has a pitch for national AI ownership: the American AI Sovereign Wealth Fund Act.    Dan Murphy - 15:37 Jamieson Greer - 20:09 Michael Selig - 29:48   In this episode: Michael Selig, @ChairmanSelig Dan Murphy, @dan_murphy Joe Kernen, @JoeSquawk Becky Quick, @BeckyQuick Andrew Ross Sorkin, @andrewrsorkin Cameron Costa, @CameronCostaNY Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Nvidia EO Jensen Huang says Marvell could be the next trillion-dollar company, but one analyst says there is better value elsewhere. Then, the CEO of Robinhood on the company's expansion into Canada, Agentic AI trading tools and Trump accounts. Plus, an early Anthropic investor joins the show after the company confidentially filed to go public.   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 HPE joins as the stock surges today on the company's biggest earnings beat since 2018. Then, the CEO of Generac discusses the company striking a deal to provide backup power generators to a leading hyperscaler. Plus, the CEO of IHG joins to speak about travel demand and the consumer as the summer travel season kicks off.   Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, Jim Cramer and David Faber covered all of the bases regarding the AI trade: Alphabet plans to raise $80 billion in equity capital to fund AI investments, shares of Marvell Technology soared after Nvidia CEO Jensen Huang called the chipmaker the next "trillion-dollar company," Hewlett Packard Enterprise shares surged on a quarterly beat and guidance. The anchors discussed highlights from David's exclusive interviews with OpenAI CEO Sam Altman and Oracle CEO Clay Magouyrk at Stargate's data center in Michigan. Also in focus: President Trump names housing finance chief Bill Pulte as acting director of intelligence, Goldman Sachs says "Sell" Intuit, McDonald's new growth strategy, bitcoin falls below $70,000. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The CEO of Kalshi joins to discuss the company's latest product announcements and the regulatory environment for prediction markets. Then, Former Defense Secretary Mark Esper helps break down the latest headlines on the war with Iran. We also speak with the CEO of D-Wave Quantum following the U.S. government's recent investment in quantum companies. Plus, the CEO of Revolution Medicines joins to discuss the company's pancreatic cancer drug that nearly doubled survival rates.   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.