Podcasts about Squawk

Carl Quintanilla, Leslie Picker and Michael Santoli led off the show with market reaction to Intel's better-than-expected Q2 results — with the AI boom fueling the company's fastest revenue growth in almost 15 years. The anchors also explored why software stocks were in rally mode, while memory chip shares slumped. Crude oil prices and the U.S.-Iran conflict: WTI and Brent on pace for a third consecutive week of gains. Also in focus: President Trump imposes new tariffs on dozens of countries and weighs in on the AI data center backlash; American Express and Verizon shares head in opposite directions on earnings news; Elon Musk's message to The Economist magazine on AI; Oracle's 10-year, $7 billion Pentagon contract; How low can SpaceX go?   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.

Rapidan Energy CEO Scott Modell shares his outlook for oil prices as tensions rise in the Middle East. Then, Taylor Morrison CEO Sheryl Palmer discusses the state of the housing market after new home sales came in higher than expected for June. Plus, we bring you the details of Lebron James signing with the 76ers.   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 search for stability after a tech-led selloff and a spike in oil prices, with renewed tariff fears adding another layer of uncertainty for investors. On today's Squawk on the Street, we break down what's driving sentiment and what it means for the broader market. Plus, Intel gives up an early post-earnings rally as investors reassess the chipmaker's outlook. Then one top analyst explains why this week's surge in memory-chip stocks could still have much further to run. And we examine the outlook for the housing market as mortgage rates climb to their highest level in a 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 and Jim Cramer led off the show with another day of oil prices rising in reaction to the U.S.-Iran conflict. Brent jumped above $100 per barrel for the first time since May, after Iran-backed Houthi rebels claimed that they attacked Saudi Arabian tankers on the Red Sea. President Trump responded with a warning to Iran and the Houthis on Truth Social. Alphabet and Tesla saw their shares take a hit — as the tech giants' respective plans for AI spending overshadowed quarterly results. Also in focus: Elon Musk on Tesla capex and SpaceX; What Nvidia CEO Jensen Huang told Axios about the future of capex;  IBM lowers guidance; Airline stocks tumble on results hurt by rising fuel costs; Earnings movers from Comcast to ServiceNow.   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 AI trade faces fresh scrutiny as new headlines around AMD, Anthropic, and Super Micro raise questions about whether the flood of investment into artificial intelligence can continue. Then we speak with a top analyst about the one key metric to watch in Alphabet's earnings. Plus, we break down what's driving Tesla ahead of its quarterly report and examine what the options market is signaling as investors brace for one of the biggest earnings events of the 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.

Carl Quintanilla and Jim Cramer explored the earnings parade, including what to expect from Alphabet and Tesla results due out after Wednesday's close of trading. Brent briefly topped $95 for the first time in about six weeks, as crude oil jumped again on the U.S.-Iran conflict. U.S. Secretary of State Marco rubio told reporters Iran is "not serious about talks." CNBC rang the opening bell at the New York Stock Exchange, celebrating the extension of its more than 30-year partnership with the NYSE. Also in focus: GE Vernova slides despite a quarterly beat; A&T gets a lift on earnings;  Super Micro's super surge, OpenAI and the "unprecedented cyber incident," AMD to invest up to $5 billion in Anthropic as part of their strategic partnership.   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.

Interactive Brokers Founder Thomas Peterffy joins to discuss the company's latest earnings report and trading activity trends. Then, we preview what to expect from Alphabet and Tesla earnings after the bell today with capex a big focus for both companies. Plus, we bring you the details of OpenAI's model going rogue and hacking into another company all on its own. 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.

Novartis CEO Vas Narasimhan joins to break down the company's latest earnings report as they return to sales growth. Then, we bring you comments from President Trump as he meets with the President of Lebanon at the White House. Plus, we break down the details of Alphabet's three new Gemini models it released ahead of earnings 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.

Carl Quintanilla and Jim Cramer discussed the chip sector rally as stocks look to snap a three-day losing streak. Hear why Cramer says not to own "too much tech" and that "for the moment, it's time to go to other sectors." The anchors reacted to 3M and General Motors each posting Q2 earnings beats and raising guidance. SpaceX in the midst of a seven-day losing streak and falling below Meta in the market cap race. See how far SpaceX shares have tumbled since being added to the Nasdaq 100 two weeks ago. Also in focus: Oil rises on U.S.-Iran tensions, President Trump hits Canada with 50% tariffs, Nvidia's 9.3% stake in Nebius, Novo Nordisk sues weight-loss drug rival Eli Lilly, Oracle's credit risk and AI debt, earnings winners and losers.   Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Earnings season rolls on as Charles Schwab CEO Rick Wurster discusses the firm's latest results, investor activity, and the outlook for markets, while Hasbro CEO Chris Cocks breaks down the toymaker's earnings and the strength of its gaming and entertainment businesses. Plus, Social Security Administration Commissioner and IRS CEO Frank Bisignano responds to a Wall Street Journal report alleging he spied on colleagues while Co-COO at JPMorgan, more than a decade ago. 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 rough week for the Dow and the chip sector, Carl Quintanilla and Jim Cramer set the stage for a busy earnings week — including results due out from Alphabet and Tesla. You also have SpaceX looking to avoid a seven-day losing streak. The anchors delved into Chinese AI moves and what's at stake for the U.S. AAA says the average price of gasoline is up to $4 per gallon for the first time in a month, as U.S-Iran tensions escalate following the killing of three American servicemembers over the weekend. Also in focus: Data center backlash, what New York Governor Kathy Hochul (D) said about her state's AI data center moratorium, blockbuster box office debut for Universal's "The Odyssey," Wall Street upgrades, Cramer's non-tech plays.   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.

Is Wall Street underestimating China's AI ambitions? Anthropic investor Byron Deeter explains why he believes investors are getting the competitive landscape wrong and what it means for the next phase of the AI race. Plus, Google shares rise on reports the company is developing a new chip to improve the efficiency of its AI models. And Atlantic Council CEO Fred Kempe joins the show to discuss the latest escalation in the Middle East after Iran-backed Houthis announced a maritime embargo against Saudi Arabia and the broader geopolitical implications. 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.

Circle CEO Jeremy Allaire joins to discuss the company's recent approval to operate as a trust bank and crypto regulation at large. Then, Atreides Management CIO Gavin Baker shares his outlook for the tech sector, SpaceX and the threat from Moonshot AI's new Kimi model. Plus, Archer Aviation CEO Adam Goldstein joins from the Farnborough Air Show as the company unveils a new aircraft in partnership with Anduril. 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.

Wrapping up a volatile week for stocks, Carl Quintanilla, Sara Eisen and Michael Santoli delved into the chip sector extending its global sell-off on AI jitters. The anchors reacted to Netflix shares tumbling on current quarter guidance that indicated slower growth. TD Cowen analyst John Rutledge joined the Netflix conversation. Apple gets an analyst upgrade and surpasses Nvidia to reclaim the title of the world's most valuable company. Also in focus: Shares of SpaceX slide further below their $135 IPO price after an aborted Starship launch, Micron falls out of the trillion-dollar market cap club, PayPal M&A watch, LeBron James speaks about Nike's challenges, oil rallies on U.S.-Iran tensions, President Xi's AI game plan for China.   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.

Tech stocks come under renewed pressure as the Nasdaq heads for its first weekly loss in three weeks. On today's Squawk on the Street, Apollo Chief Economist Torsten Slok explains how much of the economy's outlook now depends on the AI trade. Plus, Netflix tumbles after disappointing guidance, but one Wall Street analyst says the selloff is a buying opportunity. And with SpaceX trading below its $135 IPO price, we examine what the options market is signaling about where the stock could go next.   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 explored what to make of the pullback in the AI trade: Taiwan Semiconductor shares dragged the chip sector lower despite the company's record quarterly results. A different story for UnitedHealth Group, up sharply on its blowout earnings and raised guidance. The anchors discussed the SpaceX stock slump one day after shares fell below their $135 IPO price for the first time ever. Also in focus: Earnings movers from GE Aerospace to United Airlines; June retail sales reaction; Uber to buy Germany's Delivery Hero in a $14.8 billion deal; Eli Lilly's psychedelic M&A takeover; FDA approves Merck's new cholesterol pill; Trump Media's new move; Cramer previews the CNBC Investing Club Monthly Meeting.     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.

OpenAI Chairman Bret Taylor joins the show, his AI unicorn "Sierra" launching new tools to take on the enterprise software incumbents. Then why results from Taiwan Semi are pressuring the rest of the chip sector. And ahead to Netflix results, what the options market is signaling about that report, after the bell.   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 Barclays CEO Bob Diamond joins to break down what's been a strong week of bank earnings. Then, Standard Nuclear CEO Kurt Terrani joins ahead of the company's public debut at the NYSE today. Plus, we break down UnitedHealth's latest earnings, which have the stock jumping 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.

A potential takeover of PayPal sparks fresh debate about consolidation in fintech and what a deal could mean for the payments landscape. On today's Squawk on the Street, we break down the latest reports and the market reaction. Plus, Fed Chair Kevin Warsh testifies on Capitol Hill, offering investors fresh clues on inflation, interest rates, and the path forward for monetary policy. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, Jim Cramer and David Faber led off the show with a "Faber Report": Sources tell David that Stripe and Advent International have jointly offered $60.50 per share to acquire PayPal, whose shares surged on that news. The anchors reacted to what Berkshire Hathaway Chairman Warren Buffett told CNBC's Becky Quick exclusively about investing in Alphabet. Speaking of exclusives, BlackRock CEO Larry Fink joined the program for a wide-ranging interview -- discussing earnings, the investment climate and the AI boom. Also in focus: An unexpected decline in June producer prices, Morgan Stanley and Johnson & Johnson earnings, IBM shares coming off their worst day ever, SpaceX shares trading near their IPO price.   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.

Federal Reserve Chairman Kevin Warsh testifies in front of the House Financial Services Committee on the Federal Reserve's semi-annual Monetary Policy Report.   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 a busy day for the markets: IBM shares plunge on weaker-than-expected preliminary Q2 results; Five of the nation's six largest banks post quarterly beats to kick off earnings season; June CPI comes in tamer than expected ahead of Kevin Warsh's first Capitol Hill testimony as Fed Chairman; SK Hynix rebounds from Monday's sell-off. Also in focus: JPMorgan Chase CEO Jamie Dimon's earnings call message about the market and AI; Apple gets downgraded to the equivalent of a "sell" rating; An exclusive with Paramount's lead outside counsel defending the company's merger with Warner Bros. Discovery — after twelve state attorneys general filed a lawsuit to block it.   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.

Connor Schenk of the band Schenk joins Bakko to talk about his music festival Squawk Rock benefiting a Parrot sanctuary in Nashville. They also discuss a data center being built next to a zoo. AI in art and more. ⁠Home | Connor Schenk⁠⁠(2) Facebook⁠⁠Schenk - YouTube⁠⁠(2) Facebook⁠Links to the Official Cobras & Fire Playlist! All formats. (2000+ songs, 10+ years of shows) ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Tidal⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠YouTube Music⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Amazon Music⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Apple⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Spotify⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Rate, review, and subscribe at Apple Podcasts: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Cobras & Fire: Comedy / Rock Talk Show on Apple Podcasts⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Join our fanpage on Facebook: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠(2) Cobras ON Fire: Private Group | Facebook⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Click like and follow on Facebook: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠(2) Cobras & Fire: Rock Podcast | Chicago IL | Facebook⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Follow us on ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Follow us on Threads: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@cobrasandfirepodcast • Threads, Say more⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Subscribe to our YouTube channel: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Cobras & Fire Rock Podcast - YouTube⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Follow us on Bluesky: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Cobras & Fire Podcast (@cobrasfirepodcast.bsky.social) — Bluesky⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Email us: Buy a shirt!:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠"Cobras and Fire Podcast" T-shirt for Sale by CobrasandFire | Redbubble | cobras and fire t-shirts - cobras fire t-shirts⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Spreaker: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Cobras & Fire: Comedy / Rock Talk Show | Listen to Podcasts On Demand Free | TuneIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Find it all here: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Cobras and Fire Podcast - Comedy Rock Talk Show⁠⁠⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

Connor Schenk of the band Schenk joins Bakko to talk about his music festival Squawk Rock benefiting a Parrot sanctuary in Nashville. They also discuss a data center being built next to a zoo. AI in art and more. Home | Connor Schenk (2) Facebook Schenk - YouTube (2) Facebook Links to the Official Cobras & Fire Playlist! All formats. (2000+ songs, 10+ years of shows) ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Tidal⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠YouTube Music⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Amazon Music⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Apple⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Spotify⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Rate, review, and subscribe at Apple Podcasts: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Cobras & Fire: Comedy / Rock Talk Show on Apple Podcasts⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Join our fanpage on Facebook: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠(2) Cobras ON Fire: Private Group | Facebook⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Click like and follow on Facebook: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠(2) Cobras & Fire: Rock Podcast | Chicago IL | Facebook⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Follow us on ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Follow us on Threads: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@cobrasandfirepodcast • Threads, Say more⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Subscribe to our YouTube channel: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Cobras & Fire Rock Podcast - YouTube⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Follow us on Bluesky: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Cobras & Fire Podcast (@cobrasfirepodcast.bsky.social) — Bluesky⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Email us: Buy a shirt!:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠"Cobras and Fire Podcast" T-shirt for Sale by CobrasandFire | Redbubble | cobras and fire t-shirts - cobras fire t-shirts⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Spreaker: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Cobras & Fire: Comedy / Rock Talk Show | Listen to Podcasts On Demand Free | TuneIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Find it all here: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Cobras and Fire Podcast - Comedy Rock Talk Show⁠⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

Stephen Scherr, Co-President of single-family home owner Pretium, joins to discuss the impact of the housing affordability bill that just became law over the weekend. Then, ProCap Financial CEO Anthony Pompliano discusses the success of the company's personal finance AI agent, "Silvia." Plus, we break down the latest drama between Elon Musk and Sam Altman that unfolded over the weekend after Apple sued OpenAI.   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 week with the AI trade: Shares of SK Hynix tumbled 15% for its worst-ever day in the South Korean markets. The stock also fell sharply on Wall Street after surging 13% Friday in its U.S. trading debut — and dragged down memory names including Micron and Sandisk. The anchors reacted to the Sam Altman-Elon Musk's social media spat in wake of Apple's lawsuit against OpenAI. Also in focus: Oil prices jump on U.S.-Iran tensions, SpaceX shares fall closer to their $135 IPO price, Cramer on the non-tech names worthy of your attention, Disney's live-action "Moana" stumbles, Meta and data centers, American Express upgraded, "Faber Report" on State AGs vs. Paramount-WBD 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.

We bring you the latest coverage of SK Hynix as it opens for trade on the Nasdaq. Then, FCC Chairman Brendan Carr joins to discuss the agency's ongoing battle with Disney. Plus, we break down the outlook for Apple's key China market as sales fall. 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.

SK Group Chairman Chey Tae-won joins Squawk on the Street to discuss the company's U.S. listing after raising $26.5 billion. Plus, with bank earnings season about to begin, we break down what Wall Street will be watching. And bullish options activity in Meta has traders positioning for another leg higher as investors bet on the company's push into AI coding. 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 discussed a historic day for SK Hynix: The South Korean chip provider making its U.S. debut on the Nasdaq, raising more than $26 billion — the largest share sale ever by a non-U.S. company. The anchors also reacted to Fed Chairman Kevin Warsh's picks to serve on task forces: Members include venture capitalist Marc Andreessen and former Walmart CEO Doug McMillon. Also in focus: Why Meta shares jumped, Mark Zuckerberg's message on compute, Melius' Ben Reitzes joins the show to talk chips and the AI trade, Delta beats on earnings, Apple's record run, Netflix reportedly exploring live TV and bundles, President Trump says he won't sign the bipartisan housing bill that is set to become law.   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.

Bernstein Analyst Stacy Rasgon discusses the rebound in chip stocks today ahead of SK Hynik's debut on the Nasdaq tomorrow. Then, we break down PepsiCo's latest earnings and discuss how they're showing two different stories in the U.S. and abroad. Plus, we reveal the top state for AI from CNBC's list of top states for business 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.

OpenAI CEO Sam Altman joins the show, live from Allen & Co. Sun Valley Conference in Idaho following the rollout of the company's new AI Model. Plus, he lays out some new efficiency results. Then the CEO of Palo Alto Networks, on AI token costs and his outlook for AI spending. And the CEO of Match Group on how AI is changing the dating landscape. 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 stocks rising and oil prices falling, despite the U.S. and Iran trading military strikes for a second consecutive night. Tech and the AI trade getting a big lift from a surge in semiconductor stocks, fueled in part by Micron announcing plans to boost AI spending in the U.S. to $250 billion through 2035. PepsiCo CEO Ramon Laguarta joined the program to discuss the company's mixed quarterly results and the consumer. The anchors grilled him about what it would take to boost the snack and beverage giant's business and sluggish stock performance. Also in focus: Meta AI chip buzz, Costco shares slide on June sales, Salesforce gets downgraded, SK Hynix gears up for its U.S. listing debut slated for Friday.   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.

Morgan Stanley's Adam Jonas joins Squawk on the Street to explain his initiation of SpaceX, including his $600 bull-case valuation and what could propel the company higher from here. Plus, former Defense Secretary Mark Esper reacts after President Trump says the ceasefire with Iran is over, examining the geopolitical and market implications. And RXR CEO Scott Rechler discusses the outlook for New York City real estate and how the industry is responding to the unstable Midtown Manhattan building, current being transformed from an office to residential property. 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 market reaction to President Trump's comments at the NATO Summit in Turkey, where he said the ceasefire with Iran is "over." That news sent oil prices spiking, yields jumping and stocks falling sharply. What should you make of the volatility? Also in focus: Trillion-dollar tech's bear club, Apple's $30 billion chip deal with Broadcom, Amazon bond sale update, Blue Origin's fundraising push, Cramer on Walmart as a buying opportunity, Samsung and SK Hynix drag South Korea's KOSPI into bear territory.   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.

Council on Foreign Relations President Emeritus Richard Haass joins to discuss his outlook for the Iran War after President Trump declared that the ceasefire is over. Plus, as oil prices spike, Rapidan Energy Group CEO Scott Modell discusses why he feels like we're at a juncture here. We also break down the details of Apple expanding its partnership with Broadcom in its largest commitment to U.S. manufacturing to date. 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 SpaceX investor Christian Garrett joins to break down his bull case for the stock as it joins the Nasdaq 100. We also discuss why Samsung shares are tumbling despite the company reporting strong quarterly results. Plus, Allianz Chief Economic Advisor Mohamed El-Erian discusses his outlook for the economy on the heels of fresh inflation expectations from the New York 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.

Wall Street gets fresh takes on SpaceX as many Wall Street firms initiate, including MoffettNathanson initiating coverage with a Neutral rating and a $131 price target. Analyst Craig Moffett Joins to explain. Plus, President Trump arrives in Turkey for the NATO summit as geopolitical tensions remain in focus. And chip stocks come under pressure after Samsung's latest results raise fresh questions about demand across the semiconductor 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, Jim Cramer and David Faber covered a busy hour on the tech front: David reports Amazon plans to raise $25 billion in a bond sale according to sources; Chip stocks under pressure despite Samsung's record quarterly results; Several Wall Street analysts initiate coverage of SpaceX with "Buy" or "Overweight" ratings — as the stock makes its debut on the Nasdaq 100. Also in focus: A fresh record high for the Dow, oil prices rise on reports tankers were attacked in the Strait of Hormuz, President Trump in Turkey at the NATO summit, Walmart announces price cuts on thousands of items, Cramer on the consumer names he says are worth buying now, Nvidia and Apple battle for title of most valuable 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 kicked of a new trading week with a historic event: President Trump rang both the NYSE and Nasdaq opening bells from the Oval Office, making him the first president to do so. The bell ringing was in celebration of the first trading day of the Trump Accounts. Robinhood CEO Vlad Tenev joined the show from the White House to talk about the new investment accounts for children. The anchors discussed the tech sector getting a boost to start the week. Also in focus: Broadcom and Apple extend AI chip partnership, South Korea's SK Hynix launches $28 billion U.S. listing, the sectors Morgan Stanley strategist Mike Wilson says are good plays for a broadening stock market, Oracle's losing streak, trillion-dollar tech and AI -- from Nvidia to Meta.    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.

Chip stocks rebound as investors digest SK Hynix's planned U.S. listing, reports of a delay to Nvidia's next-generation AI system, and Broadcom's expanded partnership with Apple. Then BNY CEO Robin Vince joins the show to discuss the rollout of Trump Accounts and how artificial intelligence is reshaping the future of work. Plus, President Trump confirms he personally called FIFA President Gianni Infantino about U.S. striker Folarin Balogun's red card and suspension. We have the impact on the betting markets. 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.

Elevation Partners Co-Founder Roger McNamee discusses why he believes the AI trade is worse than the dot com bubble. We also bring you all the details on Microsoft's newly announced layoffs. Plus, IMAX CEO Rich Gelfond joins to discuss demand for movies after "Minions and Monsters" topped the box office over the holiday weekend. 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.

What should firefighters do when they're off duty?This week, the guys tackle a listener question from Squawk, a brand-new firefighter getting ready to start his career. They discuss why every firefighter needs hobbies outside the fire service, how to balance them with family life, and which hobbies can actually become unhealthy.The conversation covers everything from golf, fishing, smoking meat, lawn care, softball, Disney trips, and camping... to why your hobby should never become more important than your spouse or kids.The crew also announces the July Patreon Perks winner, talks about new Unkie's Seasonings taste-testing, Burn Box gear, honors firefighters and loved ones lost in the line of duty, and answers listener comments from social media.Whether you're a rookie firefighter or have decades on the job, this episode is a reminder that taking care of yourself—and your family—is part of being a great firefighter.In This Episode:- Why firefighters need hobbies outside of work- Can certain hobbies become unhealthy?- Balancing the fire service with family life- Mental health and finding healthy outlets- Golf, fishing, cooking, camping & other firefighter hobbies- The importance of paycheck protection for risky hobbies- July Patreon Perks giveaway winner- Unkie's Seasonings community flavor project- Burn Box gear spotlight- Honoring firefighters and loved ones we've lost- Listener questions & Snail MailIf you're enjoying the show, consider joining our Patreon community for bonus content, behind-the-scenes videos, giveaways, and exclusive perks.Stay safe... and remember:Laugh. Learn. Support.Timestamps:00:00 - Robotic vacuums & opening banter01:20 - Doug's hair dye update02:20 - Listener question: Firefighter hobbies03:10 - Patreon updates & new members04:30 - Unkie's Seasonings community flavor project08:15 - Burn Box spotlight10:20 - July Patreon Perks winner announced12:30 - Honoring Captain Dee Barbara15:30 - Honoring fallen firefighters20:20 - Why every firefighter needs a hobby21:30 - Are some hobbies unacceptable?23:45 - Family balance vs. personal hobbies33:00 - Favorite hobbies and why they matter42:30 - Protecting your paycheck with risky hobbies43:30 - Do firefighters have enough time for hobbies?49:00 - Hobbies we wish we had52:00 - Would You Rather: One expensive hobby or five cheap hobbies?56:30 - Snail Mail & listener comments1:04:00 - Final thoughts & Patreon reminderFollow The Cool Fireman Podcast:

On the last trading day of a holiday-shortened week, Carl Quintanilla and Jim Cramer reacted to the June employment report showing weaker-than-expected job creation. Stocks rose on that data, which fueled hopes that the Fed would be less likely to hike rates. National Economic Council Director Kevin Hassett joined the program with White House reaction to the jobs numbers. The anchors asked him about OpenAI reportedly discussing a proposal to give the U.S. government a 5% stake in the company. Also in focus: Tesla Q2 deliveries beat forecasts, Microsoft's new AI "Frontier," what's next for Meta one day after shares rallied on its push into cloud computing, new redemptions at Blue Owl.   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.

Hear key analysis on this morning's Jobs Report - and what it means for the Fed, rates, and markets - with CNBC's own Carl Quintanilla, Leslie Picker, and Michael Santoli alongside Rick Santelli, Goldman's Chief Economist, and JPMorgan Asset Management's Chief Strategist this hour. Plus: AI demand concerns growing - and taking down chip stocks in Asia... hear one industry analyst make the case for OpenAI and Anthropic to NOT join public markets. Elsewhere this hour: details on one BBQ item seeing record prices, and why Blue Owl shares are gaining in the early trade despite more redemptions from 2 private credit 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.

Tusk Ventures CEO Bradley Tusk joins to discuss the implications of OpenAI reportedly proposing handing over a 5% stake to the Trump Administration. We also discuss this morning's jobs number with former CEA Chair Jared Bernstein. Then, we break down Tesla's latest deliveries that beat expectations. Plus, as Americans brace for a heat wave this weekend, we take a look at the impact on power prices and the grid. 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 heels of a headline filled economic panel at the ECB's monetary forum - Carl Quintanilla, David Faber, and Leslie Picker broke down key investor takeaways and what could come next for stocks with former Fed Governor Frederic Mishkin. Plus: more on Meta's move higher following potential moves on a new AI cloud business... And elsewhere in the hour: details on the numbers sending General Mills shares to their best day in years, why the options market thinks MSTR shares will rebound, and a read from the ground on the cost of the AI buildout with the CEO of Martin Marietta... fresh off a huge deal to buy limestone supplier LHoist. 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 joins from the ECB Forum in Portugal after speaking with global central bank leaders on a blockbuster panel, including Fed Chairman Kevin Warsh. Then, Anthropic investor Matt Witheiler of Wellington Management joins after Anthropic announces the Trump Administration reversed its ban on two of the company's AI models. Plus, we bring you Palantir CEO Alex Karp's message to Wall Street when it comes to open source models and LLMs.   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.

Federal Reserve Chairman Kevin Warsh hits the international stage for the first time as Federal Reserve Chairman: In Sintra, Portugal at the ECB Forum on Central Banking, he joined ECB President Christine Lagarde and the heads of the Bank of England and Bank of Canada for a roundtable discussion moderated by CNBC's Sara Eisen. Hear what Warsh had to say about charting a new course at the Fed, the AI boom and why this is a time of huge opportunity in the U.S. Carl Quintanilla, Jim Cramer and David Faber explored the road ahead for the markets as we enter the second half of the year, including a look at shares of Meta surging — the company reportedly planning a cloud business to sell AI computing power.   Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

U.S. stocks closing out a blockbuster quarter: Carl Quintanilla and Leslie Picker kicked off the hour with a breakdown of what comes next with Wells Fargo's top strategist, and Citi's Head of Tech Research. Plus - Sara Eisen joined the team with another huge interview from the ECB's annual monetary forum: Bank of England Governor Andrew Bailey...  And elsewhere in the hour: details on BMW's new U.S. expansion plans, Apple's efforts to combat AI cybersecurity threats, and what a change to Medicare means for GLP-1 names.  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 closing out their best quarter ever - and the Nasdaq's best in years: Carl Quintanilla, Leslie Picker, and David Faber broke down what comes next for the group with Citi's top equity strategist and talked regulation with Alex Stamos, former security chief at Facebook. Plus: details on more key decisions out of the Supreme Court on campaign finances and birthright citizenship... along with a live interview you don't want to miss spanning inflation, rates, and more - with FOMC voting member and Cleveland Fed president Beth Hammack.  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.