Podcasts about Squawk

Carl Quintanilla, Sara Eisen and Michael Santoli discussed stocks getting a lift --  after Fed Governor Christopher Waller told CNBC he believes the Fed could be in a position to cut rates as soon as July. The Middle East conflict also on Wall Street's radar: President Trump said he will decide within two weeks whether the U.S. military will join Israel in its attacks against Iran. The anchors interviewed a critic of Tesla's robotaxi launch expected to take place Sunday in Austin, Texas. CNBC investigates whether big tech should get multi-million dollar tax breaks for their data centers -- and how those deals are impacting state economies. Also in focus: Kroger jumps, Microsoft layoffs, a $1 trillion AI pitch from SoftBank CEO Masayoshi Son. Squawk on the Street Disclaimer

The Fed holding rates steady – but leaving the door open to cuts in the 2nd half, as President Trump says he'll decide in the next 2 weeks whether the U.S. will get involved in the conflict between Israel and Iran: Carl Quintanilla, Sara Eisen, and Michael Santoli discussed the latest for stocks – along with some fresh reads on the consumer out of earnings names like Carmax, Darden, and Kroger. CFRA's Chief Investment Strategist joined the team with his bull case: arguing the S&P will end the year above 6,200 – while former Trump Defense Secretary Mark Esper gave his take on whether the president will opt for direct U.S. involvement abroad. Plus: Accenture CEO Julie Sweet broke down new results from her company sending shares lower… And the team discussed the new $10B deal for the Lakers, which would be the highest price tag EVER for a U.S. professional sports team. Squawk on the Street Disclaimer

Carl Quintanilla, David Faber and Sara Eisen discussed how markets are bracing for Wednesday's Fed interest rate decision and policy statement, while digesting news surrounding the Israel-Iran Conflict. The anchors reacted to what OpenAI CEO Sam Altman said on a podcast about Meta:He accused Facebook's parent of trying to poach his company's employees by offering them $100 million signing bonuses. Also in focus: Amazon CEO Andy Jassy says AI will reduce the company's workforce, Hasbro job cuts, Nippon Steel-U.S. Steel merger closes, the Senate passes stablecoin legislation. Squawk on the Street Disclaimer

Carl Quintanilla, David Faber and Sara Eisen engaged in wide-ranging discussions about a number of market-moving stories: President Trump returned to Washington early Tuesday morning after cutting short his attendance at the G7 summit in Canada, retail sales for May came in weaker than expected, solar stocks plunged in reaction to the Senate version of Trump's tax and spending cuts bill. Also in focus: Day one of the Fed's policy meeting, the reported feud between OpenAI and Microsoft, Amazon's AWS looks to take on Nvidia with a new chip, Tim Cook, Brad Pitt and Formula 1 superstar Lewis Hamilton at the world premiere of Apple's film "F1 the Movie." Squawk on the Street Disclaimer

Stocks under pressure as investors watch developments out of Israel and Iran – along with a disappointing retail sales number, plus homebuilder sentiment coming in at its lowest level in years: Carl Quintanilla, Sara Eisen, and David Faber broke down the morning's headlines and data – and discussed the market implications alongside any Fed impact. Fidelity's Jurrien Timmer saying he sees opportunity here, arguing for a broader rally in the 2nd half of the year… And a similar story when it comes to CNBC's latest Fed Survey, with key details this hour.  Also in focus: the future of energy – and importance of energy independence. The CEO of nuclear energy company OKLO joined the team with shares inches from fresh highs – as solar stocks plummet on reports there could be a full phase-out of green energy credits by 2028… Plus: a deep-dive on the Uranium plays you should be watching here.  Squawk on the Street Disclaimer

Carl Quintanilla, David Faber and Sara Eisen kicked off a new week of trading with stocks rebounding sharply and oil prices giving back some of Friday's huge gains  -- despite the ongoing Israel-Iran conflict. President Trump approved U.S. Steel's deal with Nippon Steel, with terms requiring a "golden share" for the U.S. government. Guggenheim's Tesla analyst joined the program nearly a week after his "sell" rating on the stock.  Also in focus: Trump at the G7 in Canada, Meta's WhatsApp to roll out ads directly on its platform, Sarepta plummets, Roku surges on its partnership with Amazon, Circle up 400% since its early June IPO.   Squawk on the Street Disclaimer

Reports this morning that Iran has signaled it wants to de-escalate hostilities with Israel – and restart talks with the US: Carl Quintanilla, Sara Eisen, and David Faber broke down the latest along with key market implications ahead of another rate decision from the Fed on Wednesday – and as energy prices remain surprisingly steady. Plus: A live read from the ground in Alberta, as the G-7 summit begins in Canada.  Rockefeller International's Ruchir Sharma brought his outlook for equities – fresh off an Op-Ed in the Financial Times arguing to not underestimate the Chinese as trade talks continue… Plus: hear from Former Deputy Secretary of State – and lead negotiator for the nuclear agreement with Iran under the Obama Administration – Wendy Sherman's take on what comes next here. Also in focus: Meta rolls out ads on Whatsapp, boosting shares; Sarepta stock plummets after a 2nd death tied to an experimental gene therapy; an exclusive with the CEO of aerospace maintenance company StandardAero, live from the Paris Air Show; and the rumors around AWS that are boosting AMD shares to fresh highs. Squawk on the Street Disclaimer

In this special episode, we're answering listener questions live. From parrot behavior and training tips to diet, health, enrichment, and what it's really like behind the scenes at Parrot Stars, no topic is off limits. Whether you're a first-time bird owner, a seasoned parrot veteran, or just curious about what it takes to care for exotic birds, this episode is packed with insights, practical advice, and a few fun stories from the flock. Have a question we didn't cover? Stay tuned for more Q&A episodes, and don't forget to send yours in!Send us a textLearn more about Parrot Stars and shop online at parrotstars.com

Israel launching what it called pre-emptive air strikes against nuclear and military targets across Iran overnight – and Iran launching a wave of drones in retaliation: Carl Quintanilla, David Faber, and Sara Eisen broke down the latest out of Washington as world leaders respond along with global markets.   To start: Allianz Chief Economic Advisor Mohamed El-Erian with his take on what it means for safe havens like gold… And whether there's pain ahead for the S&P. Plus: energy expert Paul Sankey discussed the impact for crude prices… Before former Trump NSA Advisor H.R. McMaster joined Post 9 with more on what comes next in geopolitics – after saying in January there was a “100%” chance that Israel would target Iran's nuclear infrastructure. Plus: Former Dallas Fed President Richard Fisher ended the hour talking the impact of all these developments on the Fed – as he warns today's Consumer Confidence spike could be a one-off.  .Squawk on the Street Disclaimer

Carl Quintanilla, David Faber and Sara Eisen covered all of the bases on market reaction to Israel's air strikes on Iran's nuclear facilities. Global equities in sell-off mode, while crude oil prices and defense stocks surged. Also in the mix: President Trump's reaction to the attacks. Former White House Middle East policy director Ambassador Marc Ginsberg appeared on the program with his geopolitical perspective. Citi U.S. Equity Strategist Scott Chronert joined the anchors at Post 9 discuss to what's ahead for the markets in light of Middle East tensions. Also in focus: Adobe slides, RH soars, Chime joins the Post-IPO rally club, A live report from India on the Boeing 787 Dreamliner crash. Squawk on the Street Disclaimer 

Carl Quintanilla, David Faber and Sara Eisen led off the show with tragic news: An Air India plane bound for London crashed shortly after takeoff from an airport in Western India. The aircraft was a Boeing 787 Dreamliner. News of the crash sent shares of the Dow component and jet engine maker GE Aerospace down sharply. As for inflation, the May Producer Price Index came in cooler than expected. IPO Watch: David interviewed the CEO of fintech firm Chime ahead of its public debut on Thursday. The startup hoping to join the ranks of companies who have seen their stocks soar since going public this year. Also in focus: The dollar hits new lows for 2025, President Trump's new trade message, Oracle surges, what Nvidia CEO Jensen Huang told CNBC about the U.S. imposing AI chip restrictions on China.Squawk on the Street Disclaimer

Treasury Secy. Bessent testifying on Capitol Hill for a 2nd day, this time before the Senate Finance Committee: Carl Quintanilla, Sara Eisen, and David Faber got the biggest headlines this hour and discussed what it all means for stocks alongside this morning's fresh inflation and jobless claims data. Evercore Chairman Roger Altman joined the team with his read from the ground – and why he thinks we're at “the beginning of a slowdown”… Also not mincing words when it comes to the President's Big Beautiful Bill and its impact. Plus: the latest on an Air India Boeing 787 flight that crashed after take-off overnight, with over 200 casualties.  Other top stories: IPO markets beginning to heat back up as Chime becomes the latest name to go public; David caught up with their CEO ahead of the first trade and broke the latest indications this hour… The road ahead for autos with one former Tesla President, current GM board member – as the latter name makes a new multi-billion dollar bet on American manufacturing… And a breakdown of the results sending Oracle shares to new all-time highs.  Squawk on the Street Disclaimer

Plenty of Buy-the-Dip excitement Trial Balloons - Next Fed Chair thoughts Excitement over China talks PLUS we are now on Spotify and Amazon Music/Podcasts! Click HERE for Show Notes and Links DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar. Love the Show? Then how about a Donation? Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter Interactive Brokers  Warm-Up - Trial Balloons - Next Fed Chair - Everyone loves to hate China these days - Trump and Musk breakup - Your DNA may be for sale Markets - Retail shares have wide earnings outcomes - Plenty of Buy-the-Dip excitement - Excitement over China talks - Lutnik is showing the thumb-up - Who is buying? Powell Replacement - President Trump considering naming Treasury Secretary Scott Bessent to succeed Fed Chairman Jerome Powell after his term ends in May 2026, according to Bloomberg - Just floating the idea (Trial balloon) at this point - YES! --- Proof - Wait 45 minutes: - White House official tells Reuters that Bloomberg reporting is "false" that Treasury Secretary Scott Bessent is being considered for Fed Chair China - Everyone loves to hate - China's May factory activity unexpectedly shrinks as tariffs dent sentiment — worst drop since 2022 - China's manufacturing activity in May shrank at its fastest pace since September 2022, a private survey showed Tuesday, as a sharper decline in new export orders highlighted the impact of prohibitive U.S. tariffs. - The Caixin/S&P Global manufacturing purchasing managers' index came in at 48.3, missing Reuters' median estimate of 50.6 and dropping sharply from 50.4 in April. It fell below 50, the mark that separates growth from contraction, for the first time since September last year. China Eco Who is Buying and Selling? - When President Donald Trump set off a global stock market slump in April with the announcement of sweeping new tariffs, small investors across Asia rushed to the US stock market to buy the dip. -Retail investors in South Korea turned net sellers of US equities in May for the first time since before Trump's election victory, while Japanese accounts became net sellers of US exchange-traded funds, according to official data. - The number of Singapore traders buying US stocks fell by a quarter in May from the previous period. Trump Musk Divorce (Mutual Assured Destruction) - Trump says Elon Musk went ‘CRAZY,' suggests cutting government contracts for his companies - “The easiest way to save money in our Budget, Billions and Billions of Dollars, is to terminate Elon's Governmental Subsidies and Contracts,” Trump wrote in a Truth Social post. ”I was always surprised that Biden didn't do it!” - Trump wished Elon "very well" in a presser on Monday night - “I took away his EV Mandate that forced everyone to buy Electric Cars that nobody else wanted (that he knew for months I was going to do!), and he just went CRAZY!” Trump wrote in the social media post. -- Musk fired back with pictures of Trump with Jeffrey Epstein and backed impeachment - “I asked him to leave,” Trump claimed. Musk called that “an obvious lie.” - - - - Does either one of these guys know the truth from a lie? -- Telsa stock dove harder than Trump's ratings post election on the spat BUT BUT - Wasn't the point of hiring Musk and the DOGE to reduce waste, fraud and abuse? - - Lots of positive thoughts on the job he was doing - Now that he found waste in the Big Beautiful Bill - he is banished??? Palantir CEO - CEO Alex Karp said the artificial intelligence arms race between the U.S. and China will culminate in one country coming out on top. - “My general bias on AI is it is dangerous,” Karp told CNBC's “Squawk on the Street” on Thursday. “There are positive and negative consequences, and either we win or China will win.” - Either way - Palantir wins - right? Select Retail

Carl Quintanilla, Jim Cramer and David Faber discussed the U.S.-China trade talks and what to make of President Trump posting on social media that "OUR DEAL WITH CHINA IS DONE, SUBJECT TO FINAL APPROVAL WITH PRESIDENT XI AND ME." The anchors also reacted to May CPI inflation data that sent stocks higher and bond yields sharply lower. Also in focus: Elon Musk regrets "some of my posts about President Trump last week," Tesla's robotaxi push, Open AI CEO Sam Altman's blog post about AI's future, sources say Meta to invest $14.3 billion in startup Scale AI, General Motors to invest $4 billion in U.S. production, Nvidia shares moving closer to record highs. Squawk on the Street Disclaimer

A big morning for trade as Treasury Secretary Bessent testifies on Capitol Hill following U.S.-China trade talks in London: Carl Quintanilla, Sara Eisen, and David Faber got the biggest headlines this hour and discussed what it all means for stocks alongside this morning's better-than-expected consumer inflation print. Goldman Sachs' Chief U.S. Economist joined the team with his take on the Fed's next steps here – as rate cut odds rise, and yields fall… Plus: an AI boom or bust? A quick check on the AI trade, and who's winning the growing arms race – with Meta's new $14B stake in Scale AI a key focus (along with a new lawsuit out of Disney and NBCUniversal accusing AI image generator ‘Midjourney' of copyright infringement).  Other top stories: Voyager Technologies going public at the New York Stock Exchange – hear from the CEO of what some are calling “the Berkshire Hathaway of Space” ahead of the first trade; Elon Musk walking back his feud with President Trump – what it means for shares; and a first look at CNBC's 2025 Top States For Business. Squawk on the Street Disclaimer

Carl Quintanilla, Jim Cramer and David Faber discussed the markets paying close attention to developments in London, where the U.S. and Chinabegan a second day of trade talks. Disney CEO Bob Iger joined the program exclusively to discuss the company agreeing to pay Comcast an additional $439 million dollars for its stake in Hulu, giving Disney complete control of the streaming service. Also in focus: Apple WWDC underwhelms Wall Street, Meta CEO Mark Zuckerberg reportedly hiring to set up a new AI team, Cramer explores stocks taking on "meme" characteristics, McDonald's downgraded again. Disclosure: Comcast is the parent of NBCUniversal, of which CNBC is a unit. Squawk on the Street Disclaimer

Sara Eisen, Carl Quintanilla, and David Faber discussed the latest on the markets front as trade talk optimism grows – alongside optimism out of small businesses. What the morning's earnings are saying about the consumer, along with a break-out of new NFIB data… Plus: Goldman's Chief U.S. Equity Strategist joined the team with his advice on how to navigate the volatility – and why he expects data to “soften” over the coming months.  Also in focus: a number of individual stock stories this AM… Hear Disney CEO Bob Iger's thoughts on how they plan to win the streaming wars, following finalized terms to buy out Comcast's stake in Hulu; The fallout for pharma after RFK Jr. ousted every member of the CDC's vaccine advisory committee; What to do with Apple shares following a lackluster WWDC presentation; And a deep-dive on a rare double-downgrade to sell of McDonalds.   Squawk on the Street Disclaimer 

With the S&P 500 coming off a close above 6,000 for the first time since February, Carl Quintanilla, Jim Cramer and David Faber explored what to expect from a new market week -- as U.S.-China trade talks get underway in London. David broke down Warner Bros. Discovery's decision to split into two companies. AI also in the spotlight: From the countdown to Apple's WWDC event on Monday, to Nvidia CEO Jensen Huang's "goldilocks" message on AI. Also in focus: Immigration raid protests in Los Angeles, post-IPO high flyers, two downgrades for Tesla, Meta said to be mulling a multibillion-dollar investment in an AI startup. Squawk on the Street Disclaimer

U.S. and Chinese trade officials holding talks in London this morning: Sara Eisen, Carl Quintanilla, and David Faber got the latest from Washington and talked broader implications with longtime market vet Ed Yardeni, who remains bullish on equities here. Plus: Is the IPO market finally thawing? Hear from one expert about the key entrants to watch here, what's next in the pipeline, and whether the gains can continue overall.  Also in focus: Apple shares on one of their worst YTD runs into their annual WWDC conference. Find out why – and what to watch out for – with one analyst who says their AI strategy is NOT the biggest risk to shares here… Also: key details behind a report that Meta could invest more than $10B into startup Scale AI. Squawk on the Street Disclaimer

The economy adding more jobs than expected in May: Sara Eisen, David Faber, and Carl Quintanilla broke down the numbers and what it means for stocks, the Fed, and rates. White House Council of Economic Advisers Chair Stephen Miran kicking off the hour – arguing the economy remains strong here. Plus: Chief Global Strategist for JPMorgan Asset Management David Kelly joined the team with his volatility playbook, which does NOT include the Mag-7 – but a different key sector… In addition: hear Goldman's Chief Economist with his take on the jobs report.  Also in focus: the gloves come off. President Trump and Elon Musk trading blows publicly as their alliance implodes – and Tesla shares slump. Former Trump Admin insider Marc Short – and Tusk Ventures Bradley Tusk – gave their thoughts on the action and what it could mean for the tech ecosystem at large. Squawk on the Street Disclaimer

Carl Quintanilla, Jim Cramer and David Faber explored the escalating feud between President Trump and Elon Musk: Developments sent shares of Tesla down 14-percent on Thursday. The anchors also discussed the S&P 500 surpassing the 6,000 mark for the first time since February, fueled by a stronger-than-expected May jobs report. Also in focus: Microsoft's record run, day two for stablecoin issuer Circle after it soared 168-percent in its public debut, Broadcom earnings reaction, Lululemon tumbles, Trump blasts Fed Chair Powell again for not cutting interest rates.   Squawk on the Street Disclaimer

New this morning: President Trump and Chinese President Xi officially holding their first trade call – boosting stocks across the board. Chinese officials saying the two sides should strive for a “win-win” outcome… Carl Quintanilla, Sara Eisen, and David Faber broke down the latest out of Washington and what it all could mean for equities.  Plus: an interview you don't want to miss – a wide-ranging and 20+ minute deep-dive with Palantir CEO Alex Karp, alongside the Co-CEO of key customer TeleTracking Technologies. Hear Karp's thoughts on the future of the business, AI demand, and even a recent NYT article that's led to criticism from some.  Also in focus: Fundstrat's Tom Lee joined the team to start the broadcast – as he continues to forecast more gains ahead… Calling the market's push off the lows “the most hated rally” in history. Plus: what's at stake for the chips when Broadcom reports earnings tonight with one tech analyst who calls the stock a buy.  Squawk on the Street Disclaimer

Carl Quintanilla, Jim Cramer and David Faber led off the show with market reaction to breaking news amid trade tensions: President Trump and China's President Xi spoke on the phone according to the Chinese Foreign Ministry. The anchors also discussed corporate layoff announcements from the likes of Procter & Gamble and Citi -- each company set to eliminate thousands of jobs. Hear what Carl, Jim and David said about Amazon reportedly preparing to test humanoid robots that could take the jobs of delivery workers. Also in focus: Elon Musk's "Kill the Bill" message attacking Trump's tax and spending cuts legislation, public debut day for stablecoin issuer Circle, Brown-Forman and PVH shares plunge.Squawk on the Street Disclaimer

Carl Quintanilla and Jim Cramer spoke exclusively with Wells Fargo CEO Charlie Scharf after the Federal Reserve lifted its 7-year, $2 trillion asset cap on the bank. Scharf also reacted to a statement from Senator Elizabeth Warren (D-MA) critical of the Fed's move.The anchors also discussed trade tensions, along with a pair of President Trump's social media posts: One said China's President Xi is "EXTERMELY HARD TO DEAL WITH!!," the other called for "too late" Fed Chair Powell to cut rates in reaction to the worst monthly ADP jobs report in two years.   Squawk on the Street Disclaimer 

Carl Quintanilla and Sara Eisen discussed weaker-than-expected May jobs data from ADP. Oppenheimer Chief Investment Strategist John Stoltzfus joined the program to discuss his market perspective. He also reacted to Congressional Budget Office analysis which shows President Trump's tax and spending bill would add $2.4 trillion to the national debt. Bridgewater Associates founder and legendary investorRay Dalio discussed how failing to rein in debt would result in dire consequences for the U.S. economy. Senate Banking Committee Ranking Member Elizabeth Warren (D-MA) appeared on the show and slammed Wells Fargo's 7-year, $2 trillion asset cap being lifted by the Fed – saying Wells should “stop breaking the law.” Warren also reacted to Elon Musk's criticism of Trump's “big, beautiful bill.” Squawk on the Street Disclaimer

Carl Quintanilla and Sara Eisen broke down the latest for stocks as UBS raises its recession odds – the OECD cuts growth estimates for the United States – and Chicago Fed President Goolsbee warns inflation could head higher from here. Jefferies David Zervos with the team to breakdown the market impact of it all – and why he says “the needle is moving” towards the bulls… That said, Goldman's Head of Corporate Credit Jonny Fine warning: keep an eye on the deficit if you're a long-term investor. Hear his read from the ground, this hour.  Also in focus: Constellation Energy a top gainer this morning after inking a new deal to power Meta's AI projects… The key details. Plus: the team caught up with the CEO of a different name, but similar story - Applied Digital's CEO, fresh off a $15B deal with Coreweave to host their AI datacenters.  Squawk on the Street Disclaimer

Carl Quintanilla and Jim Cramer explored market reaction to new developments surrounding trade tensions. AI also in the spotlight:Morgan Stanley analyst Adam Jonas' new note, Meta's 20-year deal to buy nuclear power from Constellation Energy,OpenAI CEO Sam Altman's AI prediction for 2026. Also in focus: Good news and bad news in Ford's May auto sales numbers,Dollar General and Signet Jewelers surge on earnings, CoreWeave triples since its March IPO, Cramer calls out the meme stocks. Squawk on the Street Disclaimer

Another day of tariff headlines: President Trump vowing to double duties on steel and aluminum imports starting as soon as this week… Sara Eisen and Carl Quintanilla broke down the latest out of Washington – including news crossing that Trump is likely to speak with China's President Xi about trade this week. Evercore's Julian Emanuel warning: brace for volatility either way, breaking down what all the headlines mean for broader markets. Plus: gas prices popping higher on new OPEC+ headlines – Paul Sankey joined the team at Post 9 with his predictions on the road ahead.  Also in focus: a number of reads from the frontline – be it pharma or hospitality – as the CEO of Bristol Myers Squibb joins the broadcast from the world's largest cancer conference (ASCO) to talk their new drug partnership with BioNTech… while the CEO of Hilton discussed what he's seeing when it comes to international demand - and whether trade tensions are a real headwind here.  Squawk on the Street Disclaimer

On the first trading day of June, Carl Quintanilla and Jim Cramer discussed what's ahead for stocks after the best May for the S&P 500 since 1990. The anchors also discussed trade tensions: China hits back at President Trump's characterization of trade talks between Beijing and the White House.  Steel stocks surge after Trump announced he will double tariffs on imported steel to 50-percent. Also in focus: Tesla's European sales tumble again, Elon Musk vs. the Trump tax and spending cuts bill, Brian Sullivan live from Alaska on the pros and cons surrounding the state's $38 billion natural gas pipeline project. Squawk on the Street Disclaimer

Capping a strong month of May for stocks, Carl Quintanilla, Jim Cramer and David Faber led off the show with market reaction to President Trump's social media post in which he accuses China of "totally" violating its agreement with the U.S. on tariffs. The president's post comes one day after a federal appeals court's temporary reinstatement of his sweeping tariffs that had been blocked by a lower court. The anchors discussed what the CEOs of Costco and Gap said about prices and tariff mitigation in connection with earnings. Also in focus: Milder-than-expected PCE inflation data, Dell earnings, Netflix's record run, How Uber shares have fared since David's interview with Elon Musk. Squawk on the Street Disclaimer 

The Fed's preferred inflation measure – PCE – coming in as expected this morning as tariff whiplash continues: Carl Quintanilla, Sara Eisen, and David Faber broke down the numbers, along with the latest on the trade front (including a live reaction from Beijing to the President's new claims China's “totally violated” their agreement with the US). Charles Schwab's Chief Investment Strategist arguing: don't watch trade, but the jobs report next week… Hear why. Plus: a look at the Fed's next steps from here according to Former Fed Vice Chair Alan Blinder.  Also in focus: retail wreckage, as Gap becomes the latest name to slump on big tariff impacts… Top retail analyst Matthew Boss broke down the stocks he'd buy – and avoid – here; Regeneron shares on pace for their worst day since 2011 on new drug trial results; a look at one key part of the VC economy that's coming under pressure due to policy; and more on what's driving Hamptons rental demand to low tides.  Squawk on the Street Disclaimer

New overnight: a federal court blocking most of President Trump's tariffs, arguing he overstepped his emergency powers… Markets rallying on the news. Carl Quintanilla, Sara Eisen, and David Faber discussed the latest from DC – including the street's newest acronym: TACO (Trump Always Chickens Out). Plus: a deep-dive on this morning's negative GDP read… And more on Elon Musk's new promise he's leaving the White House/DOGE.  Also in focus: Wharton Professor Jeremy Siegel arguing there's still opportunity in the AI trade, particularly Nvidia… Hear his take – along with a breakdown of results from the name with one T. Rowe portfolio manager who calls the stock an easy buy here; Boeing shares rallying as their CEO makes bullish comments around production at a Bernstein conference, we've got the headlines; and don't miss a fresh read from the frontlines when it comes to housing trends with the CEO of Compass.  Squawk on the Street Disclaimer

Carl Quintanilla, Jim Cramer and David Faber explored market reaction to a federal trade court's decision to block sweeping tariffs that President Trump announced in early April. Nvidia shares jumped on better-than-expected Q1 results -- and the anchors reacted to what CEO Jensen Huang told Jim on "Mad Money" about China. Also in focus: President Trump's response to a question from CNBC's Megan Cassella about the "Taco trade" (as in "Trump Always Chickens Out"), Elon Musk leaves the Trump Administration, Salesforce shares slump despite a Q1 beat.Squawk on the Street Disclaimer

Carl Quintanilla, Jim Cramer and David Faber engaged in a wide-ranging discussion about what to expect from Nvidia when the chip giant reports quarterly results after Wednesday's close of trading. What's at stake for the AI trade? Rates also in the spotlight: New data showmortgage rates hitting highs not seen since January -- and President Trump elaborates on his push to take Fannie Mae and Freddie Mac public. The anchors reacted to FHFA director Bill Pulte's blunt call for Fed Chair Jerome Powell and his fellow policymakers to cut interest rates. Squawk on the Street Disclaimer

Nvidia front and center ahead of results after the bell: Carl Quintanilla, Sara Eisen, and David Faber discussed what to expect tonight with Wedbush's Dan Ives – and broke down the key reports of the morning when it comes to the consumer… In addition to extra color from the CEO of Abercrombie & Fitch, as shares surge on record Q1 sales from the name.  Plus: Could President Trump's policies dent the dollar's dominance? Former Goldman Asset Management Chairman Jim O'Neill arguing yes – hear his defense, this hour… Along with Jefferies' top picks within one sector they say could be a major winner in the AI revolution, and a deep-dive on Trump's promises to take Fannie Mae and Freddie Mac public.  Also in focus: A live read from the ground at Bitcoin 2025; Why Loop Capital says tariffs could be a good thing for Apple; and Family offices get bullish – the details.   Squawk on the Street Disclaimer

Carl Quintanilla, Jim Cramer and David Faber explored stock markets taking a hit on both sides of the Atlantic, after President Trump threatened both the European Union and Apple with fresh tariffs. Cramer suggested how Apple CEO Tim Cook should respond to the president.  Jim also offered his take on buying the dip in this market. Also in focus: Trump's memecoin gala, Disney's rally and holiday box office countdown, rough day for Deckers Outdoor and Ross Stores. what Elon Musk told David about Tesla's Optimus robots.   Squawk on the Street Disclaimer 

President Trump taking aim at the EU and Apple this morning on the tariffs front: Carl Quintanilla, Sara Eisen, and David Faber broke down what he said - and what it means for European stocks, yields, and Apple shares – as the company's market cap tumbles below $3T. Plus: Apollo Chief Economist Torsten Slok joined the team at Post 9 with his take on where things go from here… In addition to his new call that we're coming off an “AI Bubble” in tech valuations.  Also in focus: Nuclear stocks popping higher on hopes around a new executive order – the details; who made the list – and who didn't – when it comes to President Trump's exclusive memecoin dinner overnight; and the CEO of Autodesk with his read on how software demand's holding up.  Squawk on the Street Disclaimer

Carl Quintanilla, Jim Cramer and David Faber led off the show with market reaction to the House passing President Trump's big tax and spending cuts bill: The 30-year bond yield rose above 5.1-percent and solar stocks plunged. New data from across the Atlantic show China's BYD sold more fully electric vehicles in Europe than Tesla last month for the first time. Also in focus: a fresh record high for Bitcoin, OpenAI buys former Apple executive Jony Ive's AI startup, Snowflake surges, Faber reacts to the Indiana Pacers' stunning comeback victory over the New York Knicks in the NBA Playoffs.Squawk on the Street Disclaimer

Fresh news top of the hour: OpenAI and the United Arab Emirates announcing “Stargate UAE” – a massive new data center in the Middle East in partnership with companies like Oracle, Nvidia, and more. OpenAI CFO Sarah Friar joined the team to discuss in a wide-ranging interview also covering the company's future device plans… and possible competition with Apple.   On the broader markets front: stocks trying to rebound after a big sell-off tied to bonds. The team broke down whether the pressure continues with one T. Rowe Price CIO – and the CEO of Authentic Brands brought his read on how the consumer's holding up, fresh off a deal to buy Dockers from Levi Strauss. Plus: the IPO market showing signs of life… Hear from the CEO of MNTN this hour - ahead of their first trade – along with Carlyle's Jeff Currie, breaking down this move lower in oil and where prices go from here.   Squawk on the Street Disclaimer

Carl Quintanilla, Jim Cramer and David Faber explored tocks falling and yields spiking in light of the Capitol Hill standoff surrounding President Trump's tax and spending cuts bill. Hear Cramer's take on the proposed legislation. David broke out highlights from his blockbuster interview with Elon Musk, including the Tesla CEO's comments on robotaxis. TJX and Lowe's joined the retail earnings parade along with Target, which saw shares slide on disappointing results and guidance -- the CEO's message on pricing and tariffs in the mix as well . Also in focus: UnitedHealth responds to a report which states the company is the subject of a Medicare fraud probe.  Squawk on the Street Disclaimer

Tesla a focus today after David's wide-ranging and rare interview with CEO Elon Musk: Carl Quintanilla, Morgan Brennan, and David Faber broke down key takeaways from the tape – from Robotaxis to Chinese competition – along with Musk's vision for the future. Plus: the Co-CEO of Waymo's reaction to Musk's claims Tesla's tech is safer… and more with one analyst who's arguing Waymo should be spun-off - along with Alphabet's other ancillary businesses - to unlock more shareholder value here.  On the broader markets front: a few key movers – Target, Coreweave, United Health, and more… The team discussed what's driving the moves – in addition to fresh consumer color from executives at Toll Brothers, and the latest out of Washington when it comes to President Trump's “Big Beautiful Bill”. Squawk on the Street Disclaimer

Carl Quintanilla, Jim Cramer and David Faber explored the market impact of Moody's decision to cut the U.S.' credit rating to below AAA. The 30-year yield jumped above 5% on news of the downgrade. The anchors reacted to President Trump's social media post telling Walmart to “eat the tariffs” instead of hiking prices. Also in focus: Nvidia CEO Jensen Huang's AI announcements at a conference in Taiwan, Apple's AI challenges, Blackstone's energy deal, JPMorgan Chase and the Jamie Dimon succession watch, Netflix downgraded. Squawk on the Street Disclaimer 

Moody's downgrade of the United States' credit rating front and center this morning: Carl Quintanilla, Courtney Reagan, and David Faber kicked off the hour with fresh data – and discussed the move with Fundstrat's Tom Lee, who remains bullish on U.S. equities here. Plus, more on the growing battle between Walmart and President Trump over possible tariff-related price hikes, along with fresh comments out of the White House on tariffs and China. Also a number of individual stories to get to: Coinbase the first crypto stock to make it into the S&P 500 – what it means for shareholders and the index; A deep dive on Nvidia – amid a rise in “Jensanity”; The key headlines so far out of JPMorgan's investor day in NYC; and more from Washington, including the murky road ahead for President Trump's “One Big, Beautiful Bill”. Squawk on the Street Disclaimer 

Carl Quintanilla, Sara Eisen, and David Faber discussed the latest for stocks as they try to hold onto gains – and consumer concerns grow. The latest read on sentiment coming in at the top of the hour: falling to its 2nd-lowest reading on record… but consumer earnings commentary telling a different story.  The team broke it all down with JPMorgan Asset Management's Chief Global Strategist. Plus: how to play the homebuilders with one guest who says they're still a buy here – and more on the outlook for energy as President Trump says the U.S. is “very close” to a nuclear deal with Iran.  Also in focus: the road ahead for Novo after its surprise CEO resignation; deal details on this possible Charter-Cox merger; Berkshire's biggest moves according to a new 13F filing; and the big win for wealth taxpayers hidden in the GOP's “big beautiful bill”.  Squawk on the Street Disclaimer

Carl Quintanilla, Jim Cramer and David Faber kicked off the hour by discussing the S&P aiming for its 5th straight day of gains, with megacap tech stocks leading the charge. Nvidia and Tesla shares were up double digits since Monday. Faber also broke down the deal of the day, as Charter announced it would acquire Cox Communications to create one of the largest cable companies in the U.S. Also in the mix: Novo Nordisk announced that CEO Lars Jorgensen would be stepping down from his role, citing recent market challenges. Shares of Novo Nordisk were down more than 50% over the last full-year of trading.  Squawk on the Street Disclaimer 

Carl Quintanilla, Jim Cramer and David Faber led off the show with reaction to Walmart's Q1 results -- and the company's CFO telling CNBC that the retail giant could raise prices later this month due to tariffs. Cisco CEO Chuck Robbins and CoreWeave CEO Michael Intrator joined the anchors at Post 9 to discuss their companies' respective quarterly results and the AI landscape. UnitedHealth shares slide again -- this time on a report stating the health insurer is under criminal investigation for Medicare fraud.  Also in focus: Foot Locker soars on its deal with Dick's Sporting Goods, a surprise drop in PPI, President Trump's "little problem" with Apple CEO Tim Cook. Squawk on the Street Disclaimer

Carl Quintanilla, Sara Eisen, and David Faber broke down the latest data from the AM (Retail Sales, PPI, and more) along with this move higher in yields. Former Fed Governor Frederic Mishkin arguing the Fed is “appropriately” on hold here – and the deficit remains a huge issue… While the CFO of Walmart brought his read from the ground when it comes to the consumer – and possible price hikes ahead.  Plus: key break-outs of the stocks to watch here. United Health shares plunging on reports it's the subject of a new DOJ probe – why Mizuho thinks it could get removed from the Dow… Coreweave shares falling on fears over their Cap-Ex plans but Melius Research argues the stock is still a buy… And a breakdown of the deal sending Foot Locker shares surging in what could be their best daily performance ever.  Squawk on the Street Disclaimer

Carl Quintanilla, Jim Cramer and David Faber discussed what to make of the S&P 500 and Nasdaq 100 entering positive territory year-to-date. The anchors explored the return of the AI trade, led by Nvidia's resurgence: The chip giant has rejoined the $3 trillion valuation club. AMD shares up sharply after the company announced its $6 billion share buyback program. Also in focus: The only Magnificent 7 stock in the red since President Trump's April 2 tariff announcement, Robinhood rival eToro prices its IPO above the expected range.  Squawk on the Street Disclaimer

Chip stocks are taking the lead as big tech names like Nvidia and AMD gain – Carl Quintanilla, Michael Santoli, and David Faber broke down the possible return of the AI trade to kick off the hour, along with Goldman's decision to cut their recession odds to 35%... The firm's Chief U.S. Economist joined Post 9 to defend the call. Plus: growing worries over a possible onslaught of container ships amid the 90-day tariff pause with China, but the head of the Port of LA says they're not seeing it yet – bringing the team his latest read from the ground.  D.C. headlines also continue to dominate – hear why the CEO of Coinbase is bullish when it comes to positive regulation ahead… Plus, new comments from President Trump when it comes to Boeing - amid a number of reports out of the airlines, and the FAA meets to possibly cut more flights out of Newark.  Also in focus: Warner Brothers' pivot back to “HBO Max”; what to expect out of Coreweave results tonight; the latest on eToro, going public today; and a breakdown of the retail movers to watch here.  Squawk on the Street Disclaimer