Podcast appearances and mentions of steve kovach

Can WWDC ignite Apple's stock and change the narrative around its AI strategy? We discuss with our all-star panel of Steve Kovach, star analyst Dan Ives, tech expert Alex Kantrowitz and shareholders Jason Snipe and Malcolm Ethridge. Plus, Trivariate's Adam Parker tells us why he is getting defensive right now. And, Tesla got hit with two downgrades as it gears up for its highly anticipated robotaxi event. We discuss what is at stake. 

Evercore ISI's Julian Emanuel joins to lay out what's driving markets. As U.S.–China trade talks resume in London, Michael Froman, former U.S. Trade Rep and now with the Council on Foreign Relations, weighs in on what's at stake. Our Eunice Yoon explores China's EV market on the ground. Plus, Apple's WWDC with CNBC's Steve Kovach and Maxim Group's Tom Forte. Robinhood CEO Vlad Tenev details his White House visit and the progress of Trump accounts. Aon CEO Greg Case on the company's investor day, promise of AI and global volatility. 

After a near all-nighter of debate and amendments, House lawmakers passed President Trump's mega-bill. CNBC's Emily Wilkins explains the long road to a tight vote, and Rep. Chip Roy (R-Texas) discusses his own shift from a “nay” to a “yea” vote. Rep. Roy is hopeful that more revisions will be made during the legislation's next stop in the Senate, namely those addressing his concerns about the deficit and Medicaid. OpenAI is bringing in ex-Apple innovator and designer Jony Ive to build a new, mystery project. In Washington, authorities have identified and detained the gunman in the killing of two Israel embassy staff. Plus, ahead of the holiday weekend, Brian Kelly (The Points Guy) shares travel trends among Americans.  Steve Kovach - 4:28Rep. Chip Roy - 17:29Brian Kelly - 30:17 In this episode:Emily Wilkins,@emrwilkinsBecky Quick, @BeckyQuickJoe Kernen, @JoeSquawkAndrew Ross Sorkin, @andrewrsorkinKatie Kramer, @Kramer_Katie

In the first of two special supersized episodes, Warren Buffett answers Berkshire Hathaway shareholder questions for hours. Hear the Oracle of Omaha's entire exchange with the tens of thousands of shareholders in Nebraska for this year's meeting, including his perspective on global tariffs, his comments to Apple CEO Tim Cook, Berkshire's cash pile, and his thoughts on investing in Japan. Plus, CNBC's Becky Quick and Mike Santoli sit down with special guests at the meeting, including Activision Blizzard CEO Bobby Kotick, Irv Blumkin, CEO of Nebraska Furniture Mart, and Berkshire Automotive CEO Jeff Rachor.  Listener's guide:Artisan Partners' David Samra - 8:10CNBC's Steve Kovach - 17:00Berkshire Automotive CEO Jeff Rachor - 25:05Q&A Session 1 begins - 32:17Warren Buffett addresses Apple CEO Tim Cook - 39:00Warren Buffett addresses tariffs - 49:27Warren Buffett addresses Japan - 55:17Halftime Show with CNBC's Becky Quick & Mike Santoli - 3:02:11Irv Blumkin, CEO of Nebraska Furniture Mart C block - 3:13:13Activision Blizzard CEO Bobby Kotick C block - 3:20:24Berkshire portfolio managers - 3:17:36Katie Kramer and shareholder - 3:27:46 

Earnings pour in from Amazon, Apple, Roku, Airbnb, Reddit, Block, and more. The market panel features Adam Crisafulli and Stephanie Link breaking down the numbers as they come in.Maxim's Tom Forte on Amazon's results, and our Steve Kovach walks through Apple numbers. The panel—Crisafulli, Link, and Patrick Moorhead—reacts live to the headline print and exec commentary. Khozema Shipchandler, Twilio CEO, joins Jon to discuss their quarter.Angelo Zino looks ahead to what's next for Apple.

Stocks closed well off worst levels, but the rout in April continues. A deepening market selloff takes center stage with Anastasia Amoroso of iCapital and Sameer Samana of Wells Fargo breaking down pressure points across sectors. Our Deirdre Bosa reports on the unraveling of AI optimism. Morgan Stanley's Seth Carpenter weighs in on Trump vs. Powell tensions and macro dynamics, while Citi's Scott Chronert discusses the implications of today's sharp drop—and the situation he says you should be buying right now. Technical analysis from Katie Stockton provides levels to watch, and Steve Kovach covers Apple's decline on renewed China and tariff concerns. Earnings from Zions Bancorp and Western Alliance with Baird's David George.

Carl Quintanilla, Sara Eisen and David Faber discussed the markets aiming to continue yesterday's massive rebound. They also brought in CNBC reporter Steve Kovach to discuss Apple's China strategy with the iPhone maker struggling to boost sales overseas. Later in the show, CEA Chair Stephen Miran joined the program to discuss this morning's consumer confidence data, as well as the economic impact of the April 2 tariffs. CNBC's Eamon Javers also reported on the latest headlines out of Washington D.C., a day after a journalist was included in an encrypted group chat that discussed military operations. Squawk on the Street Disclaimer

When will the selling stop? We discuss with Solus' Dan Greenahus and Lori Calvasina from RBC Capital Markets. Plus, we hear from Malcolm Ethridge from Capital Area Planning Group after he bought one big name at the center of the recent market turmoil.  Meantime, we discuss if Apple is at a crossroads as that tech name gets hit with yet another bearish analyst call. Big Technology's Alex Kantrowitz and CNBC's tech reporter Steve Kovach both weigh in. And, top analyst Mark Mahaney tells us how he is navigating the volatility in the tech space. 

President Trump's plans for tariffs on Canada and Mexico have prompted promises of retaliation from Canada, as well as concerns of a brewing trade war among America's neighbors. In a newsmaking interview, the Trump administration's National Economic Council Director Kevin Hassett underscores a “misinterpretation” of President Trump's executive order on tariffs. He says, it's a drug war, not a trade war. CNBC's Megan Cassella reports on the details of tariffs and their looming deadline, Phil LeBeau discusses their impact on the auto industry, and Steve Liesman explains the economic calculus of trade, the potential of recession for Canada, and the trajectory of the American economy. Plus, Elon Musk hosted a Spaces discussion on X late Sunday evening. CNBC's Steve Kovach reports on the big takeaways, including Musk's comment that President Trump gave him permission to end USAID. Megan Cassella - 03:56Phil Lebeau - 08:29Steve Kovach - 13:25Kevin Hassett - 25:06Steve Liesman - 42:23 In this episode:Phil LeBeau, @LebeaucarnewsSteve Liesman, @steveliesmanMegan Cassella, @mmcassellaAndrew Ross Sorkin, @andrewrsorkinBecky Quick, @BeckyQuickKatie Kramer, @Kramer_Katie

In what U.S. Treasury officials described as a “major incident,” a state-sponsored Chinese hacking operation was able to access third-party software to tap into Treasury employees' desktop computers. Theresa Payton, CEO of cybersecurity company Fortalice Solutions and former White House Chief Information Officer, discusses the implications of the hack. Next, CNBC's Emily Wilkins breaks down why the last session of Congress is the least productive in the past several decades, enacting 427 pieces of legislation compared to numbers over 1,000 during other recent sessions. Plus, New York City congestion pricing is set to start as planned after a final ruling, and Elon Musk changed his name on X to “Kekius Maximus” and profile picture to Pepe the Frog. Happy New Year! Steve Kovach - 09:35Theresa Payton - 19:45Emily Wilkins - 31:18 In this episode:Theresa Payton, @TrackerPaytonEmily Wikins, @emrwilkinsBecky Quick, @BeckyQuickJoe Kernen, @JoeSquawkKatie Kramer, @Kramer_Katie

Disney has reclaimed the top box office market share this year with “Moana 2,” “Inside Out 2,” and “Deadpool and Wolverine.” CNBC's Julia Boorstin reports on the booms and the bust of the Lion King prequel “Mufasa.” Next, Aman Advani, CEO of the workleisure company Ministry of Supply, discusses the challenge that President-elect Trump's tariffs pose to retailers and the potential cost of reshoring. Plus, which tech companies won Christmas? CNBC's Steve Kovach breaks down the top tech gifts under the tree.  Julia Boorstin - 13:12Aman Advani - 16:56Steve Kovach - 25:30 In this episode:Julia Boorstin, @JBoorstinAndrew Ross Sorkin, @andrewrsorkinMelissa Lee, @MelissaLeeCNBCKatie Kramer, @Kramer_Katie

HSBC's Jose Rasco and Interactive Brokers' Steve Sosnick talks the runup in stocks and where to place your bets in 2025. Fundstrat's Tom Lee on how much higher tech stocks and bitcoin can go. Former Saks CEO Steve Sadove analyzes holiday shopping trends and why consumers are shifting their preferences from experiences to items. Banking groups are suing the Fed over the banking stress tests; Eugene Scalia, one of the attorneys representing the plaintiffs suing the Fed, on the legal clash between banks and the Fed and Steve Westly discussing Tesla's outlook amid potential policy shifts under Trump 2.0. Plus, our Steve Kovach details Apple's renewed efforts in the smart home market while Julia Boorstin explores Netflix's bet on NFL Christmas programming. 

In the wake of the Federal Reserve's 50 basis point rate cut last week, Minneapolis Fed President Neel Kashkari discusses whether this is “mission accomplished” on inflation and what kind of rate cuts are still coming. He also shares why one FOMC voter cast an historic dissention vote. Next, Andy Dunn, known for co-founding Bonobos, says making friends should be “as easy as calling an Uber.” He has launched a new app called Pie to help people meet new friends in real life through frequent hangouts. Plus, Speaker Johnson has offered a proposal to avoid a government shutdown, FTC Commissioner Lina Khan was on 60 Minutes, and Qualcomm is thinking of buying Intel, which would be the largest tech merger ever.  Steve Kovach - 08:51Neel Kashkari - 17:14Andy Dunn - 29:18 In this episode:Neel Kashkari, @neelkashkariAndy Dunn, @dunnBecky Quick, @BeckyQuickJoe Kernen, @JoeSquawkAndrew Ross Sorkin, @andrewrsorkinCameron Costa, @CameronCostaNY

Brian Sullivan and the Investment Committee debate the path forward for your money as stocks bounce back. The experts detail their latest portfolio moves. CNBC's Steve Kovach reports live from Cupertino ahead of Apple's product event. The calls of the day include Eli Lilly and Netflix.Investment Committee Disclosures

Edgar Bronfman has dropped his bid for Paramount Global, clearing the way for a merger with Skydance. Media watcher Rich Greenfield explains that the hardest part is ahead for the legacy entertainment company and its new owner, billionaire David Ellison. CNBC's Steve Kovach explains Apple's c-suite reshuffling after the company announced its CFO will change roles in January. Mark Zuckerberg has spoken out in a letter airing frustration with the Biden administration over Covid-19 content on Meta's platforms. Plus, we dive into space with NASA astronaut and Columbia professor Mike Massimino. SpaceX has postponed the first civilian spacewalk after a helium leak was detected on the Polaris craft. In February of 2025, the company will ferry two astronauts home after an eight day trip to the International Space Station turned into 8 months. Massimino describes how space travel safety has evolved in the past decade.  Steve Kovach 3:08Rich Greenfield 15:05Mike Massimino 21:24 In this episode:Rich Greenfield, @RichLightShedBecky Quick, @BeckyQuickJoe Kernen, @JoeSquawkKatie Kramer, @Kramer_Katie

Real estate agent commission rules change on Saturday, after the National Association of Realtors' landmark $418m settlement in March. CNBC's Diana Olick explains the shift underway for the real estate industry, and Re/Max President Amy Lessinger discusses the contracts and negotiations worked into every property transaction before and after this change. In DC, CNBC's Emily Wilkins reports on the crypto community's support for Vice President Harris in her Presidential bid. In the EU, Epic Games is launching a new store on mobile devices in direct competition with Apple's App Store. CNBC's Steve Kovach explains the power play between the two companies and the legal case to protect consumers, both in Europe and in the U.S. Paramount Global has a new suitor (again); in the latest chapter of the company's messy merger, media executive Edgar Bronfman is readying a bid. Plus, the FDA may make a regulatory move on sodium, and former President Trump has released his latest financial disclosure, revealing crypto holdings and a branded Bible-driven income.  Amy Lessinger - 14:57Emily Wilkins - 22:10Steve Kovach - 26:30 In this episode:Diana Olick, @DianaOlickEmily Wilkins, @emrwilkinsMelissa Lee, @melissaleecnbcSteve Liesman, @steveliesmanAndrew Ross Sorkin,@andrewrsorkinKatie Kramer,@Kramer_Katie

Has the two week pullback and rotation away from tech reset valuations and expectations enough to refresh the rally? Or will the waters stay too choppy for comfort into the heart of earnings season and next week's Fed meeting? Vantage Rock's Avery Sheffield, 3Fourteen's Warren Pies and HSBC's Max Kettner reveal their predictions. Plus, Bill Miller IV tells us where he is finding opportunity in the crypto space right now. And, it was an ugly week for the tech trade. Steve Kovach tells us what to watch in the big week ahead – as we await numbers from Amazon, Apple and Meta. 

One of the largest IT outages in history started with a software update from cyber security firm Crowdstrike. Around the world, hospitals, businesses, news networks (including NBC) were affected when the update rolled out and crashed Microsoft Windows. CNBC's Phil LeBeau reports from the airport in Wales, where many flights were grounded as airlines grappled with the outage. CNBC's Steve Kovach explains how one company's mistake can bring down millions of systems, and Wedbush analyst Dan Ives explains what's next for the tech sector. The other headline this Friday: Donald Trump has accepted the Republican nomination for President for the third time. CNBC's Eamon Javers reports from the Republican National Convention on the increasing pressure on President Biden, and pollster Frank Luntz explains the mixed reactions to Donald Trump's 93 minute speech. Phil LeBeau 4:24Eamon Javers 6:01Steve Kovach 14:02Dan Ives 20:13Frank Luntz 29:07 In this episode:Dan Ives, @DivesTechFrank Luntz, @FrankLuntzEamon Javers, @eamonjaversPhil LeBeau, @LebeaucarnewsBecky Quick,@BeckyQuickJoe Kernen, @JoeSquawkAndrew Ross Sorkin,@andrewrsorkinKatie Kramer,@Kramer_Katie

It's a pivotal week for President Joe Biden, as calls for him to step aside mount within the Democratic Party. Biden says he will not back down, and Axios's Mike Allen says, the lawmaker conversations behind closed doors are more drastic than those making the headlines. After two deadly crashes and multiple quality control issues, Boeing has agreed to plead guilty to a criminal fraud charge that makes the aerospace giant a felon. Paramount Global and Skydance will merge–unless Paramount can find another suitor in the next 45 days, and CNBC's Steve Kovach explains the EU's regulatory agenda for big tech. Plus, shares of Corning Glass are soaring. In a rare interview, CEO Wendell Weeks explains how a 173-year-old glass company went from making light bulbs to riding the AI and cloud computing wave.  Mike Allen - 14:46Wendell Weeks - 26:18 In this episode:Mike Allen, @mikeallenBecky Quick,@BeckyQuickJoe Kernen, @JoeSquawkKatie Kramer,@Kramer_Katie

Today's Worldwide Developer's Conference could be one of the most significant moments in the history of Apple. Our all-star panel of Steve Kovach, Alex Kantrowitz, Malcolm Ethridge and Ayako Yoshioka break down all of the biggest headlines. Plus, star analyst Dan Ives tells us how Apple's newly announced partnership with OpenAi could impact the stock in the long run. And, Lauren Goodwin from New York Life Investments tells us why she thinks the “Fed is on a tightrope” ahead of Wednesday's decision. 

Former President Donald Trump's political allies are crafting a plan to increase his influence over the Federal Reserve, potentially even making him an "acting" member of the central bank's board, according to The Wall Street Journal. Nick Timiraos, the Journal's Chief Economics Correspondent, discusses the implications if Trump wins in November. Former FDA Commissioner Dr. Scott Gottlieb weighs in on Moderna's partnership with OpenAI, the AI drug revolution, his own AI venture, and updates on the bird flu presence in America's pasteurized milk. Plus, CNBC's Steve Kovach breaks down Alphabet and Microsoft earnings and explores the future of AI investment for the megacap tech companies. Nick Timiraos - 10:08Steve Kovach - 17:22Dr. Scott Gottlieb - 22:12.In this episode:Nick Timiraos, @NickTimiraosScott Gottlieb, @ScottGottliebMDJoe Kernen, @JoeSquawkBecky Quick, @BeckyQuickAndrew Ross Sorkin, @andrewrsorkinZach Vallese, @zachvallese

Caitlin Clark will make under $77,000 a year as the WNBA's top pick, while her counterpart in the NBA will make $10.5m. CNBC's Jon Fortt explains the gender gap in sports salaries and in revenues. Microsoft has found that Russia's election interference is already underway; the company's former cyber policy head and current chief public policy officer at SentinelOne Chris Krebs says it's a group effort, to keep global votes safe from bad actors. Plus, Google employees were laid off after protesting, President Biden is reimposing sanctions on Venezuelan oil, and The Wall Street Journal uncovered Amazon's secret operation to gather intel on competitors like Walmart: Big River. Plus, Squawk Pod is nominated for a Webby Award! It's your last day to vote for us, so don't forget to show your support here. If you haven't heard our nominated episode, check out our special series, "Charlie Munger: A Life of Wit and Wisdom," featuring our final interview with the Berkshire Hathaway Vice Chair. Steve Kovach - 12:54Chris Krebs - 17:55 In this episode:Andrew Ross Sorkin, @andrewrsorkinJon Fortt, @jonforttMichael Santoli, @michaelsantoliKatie Kramer, @Kramer_Katie

The Information's Jessica Lessin and CNBC's Steve Kovach join us for a star studded Friday episode breaking down the week's news. Lessin is the CEO and founder of The Information and co-host of the More or Less podcast. Kovach is a technology correspondant at CNBC. We cover (with Lessin): 1) Rumors of GPT-5 being shown to founders, and what it might look like 2) Whether OpenAI is vulnerable now that model quality is converging 3) Satya Nadella's claims that Microsoft effectively controls all the value of OpenAI 4) Inflection leadership heads to Microsoft 5) Inflection investors are pissed 6) Why Inflection failed 7) Google and Apple's potential AI agreement 8) Would The Information use Google's new tool for newsrooms. And with Kovach: 9) Outline of the DOJ's case against Apple 10) How Apple is feeling about the case 11) Merits of the case 12) Shohei Ohtani's betting problems. Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice. For weekly updates on the show, sign up for the pod newsletter on LinkedIn: https://www.linkedin.com/newsletters/6901970121829801984/ Questions? Feedback? Write to: bigtechnologypodcast@gmail.com

Reddit, after 19 years, is a public company. After listing on the NYSE, shares of the social media platform popped, pushing the market cap to $9.5B. The company offered some of its users and moderators an opportunity to buy into the IPO, but CNBC.com reporter Jonathan Vanian explains that many chose not to do so. In a conversation exclusive to Squawk Pod, Vanian recounts the long, complicated road to a Reddit debut, and he looks ahead to the risks that remain in the tenuous dynamic between Reddit leadership and moderators with a history of revolt. One of those moderators, Courtnie Swearingen, co-led a Reddit moderator protest in 2015 and explains her hopes and concerns for Reddit's future. CNBC's Kate Rogers explains the productivity gap in this work-from-home era, and CNBC's Steve Kovach explains the Department of Justice's antitrust lawsuit against Apple. Plus, airline CEOs want a meeting with Boeing's board–but not with its CEO. Kate Rogers - 16:41Jonathan Vanian - 24:22Courtnie Swearingen - 29:05 In this episode:Jonathan Vanian, @JonathanVanianJoe Kernen, @JoeSquawkBecky Quick, @BeckyQuickCameron Costa, @CameronCostaNY

The Federal Reserve held interest rates steady this week, signaling a plan to cut rates multiple times this year. Economist and Allianz and Gramercy advisor Mohamed El-Erian explains the Fed's dovish stance and its implications for the markets. As the government shutdown deadline looms, lawmakers have released a $1.2T spending bill. Speaker Mike Johnson (R-Louisiana) discusses the bill, funding for Israel, the US deficit, and the difficulties of a divided Congress. The Department of Justice has sued Apple, alleging the company's anti-competitive practices extend beyond its hardware products. CNBC's Steve Kovach explains Apple's business strategy and regulatory hurdles. Plus, Elon Musk's Neuralink has landed a big win.  Mohamed El-Erian - 04:23Rep. Mike Johnson - 16:19Steve Kovach - 31:25 In this episode:Mike Johnson, @SpeakerJohnsonJoe Kernen, @JoeSquawkBecky Quick, @BeckyQuickKatie Kramer: @Kramer_Katie

Apple is reportedly in talks with Google to license AI model suite Gemini for iPhones. CNBC's Steve Kovach discusses the report and the impact it could have on regulatory concerns for big tech. Palantir co-founder and tech investor/entrepreneur Joe Lonsdale shares his perspective on Reddit's imminent IPO and on AI's trajectory, both for economic efficiency and for sentience. Japan's Nippon Steel plans to buy U.S. Steel for over $14B, but President Biden has spoken out against the deal. President of the U.S. Steel Union David McCall explains why he welcomes the President's comments. Plus, the Fed kicks off its next two day policy meeting this week, and Vladimir Putin will serve another six-years as Russia's leader.  Steve Kovach- 10:12Joe Lonsdale - 15:18David McCall - 25:56 In this episode:Joe Lonsdale, @JTLonsdaleJoe Kernen, @JoeSquawkBecky Quick, @BeckyQuickCameron Costa, @CameronCostaNY

Congress has released details of six budget bills to avert a government shutdown this weekend. Also in DC, Nikki Haley has notched her first win of the 2024 election cycle, just in time for Super Tuesday. Dune 2 raked in $81 million in its box office debut, a big win for Warner Bros. Discovery. Lightshed's Rich Greenfield discusses the movie-goer landscape and the best releases on streaming and in theaters. The EU has hit Apple with a $1.95B antitrust fine. CNBC's Steve Kovach explains what's next for the tech giant, and whether its latest hardware innovations can make up for its undivulged AI strategy. Plus, this Women's History Month, journalist Joanne Lipman is highlighting the economic value of women in the workforce–both for companies and for the country's GDP.  Steve Kovach - 10:54Rich Greenfield - 16:54Joanne Lipman - 23:07 In this episode:Joanne Lipman, @joannelipmanJoe Kernen, @JoeSquawkBecky Quick, @BeckyQuickKatie Kramer, @Kramer_Katie

Florida Governor Ron Desantis has pulled out of the Presidential race ahead of the New Hampshire primary. Joe Kernen, Becky Quick, and Andrew Ross Sorkin digest his announcement and his new endorsement of former President Donald Trump. During last week's World Economic Forum in Davos, AI took center stage; Palantir co-founder and tech investor/entrepreneur Joe Lonsdale shares his projections for AI's impact on industry and labor. CNBC's Steve Kovach explains the regulatory and legal slog ahead for Apple, which might be lagging behind Microsoft in today's innovation wave. Plus, it was a big weekend for Detroit! Washington University in St. Louis Sports Business Director Patrick Rishe discusses the betting ecosystem around football's underdogs in the playoffs: the Lions.  Steve Kovach - 10:21Joe Lonsdale - 16:27Patrick Rishe - 25:05 In this episode:Joe Lonsdale, @JTLonsdaleBecky Quick, @BeckyQuickJoe Kernen, @JoeSquawkAndrew Ross Sorkin, @andrewrsorkinCameron Costa, @CameronCostaNY

La mulți ani! Să avem un 2024 liniștit și predictibil.

The New York Times is suing OpenAI and Microsoft over copyright infringement, opening big media's first legal case against content use in training large language models. Tusk Ventures CEO Bradley Tusk explains the timing and the repercussions of this action for tech innovation and the future of news. Apple's sales in 2023 have declined, but Apple's stock is soaring. CNBC's Steve Kovach discusses the company's headwinds and tailwinds, as well as the temporary pause on a ban of some US Apple Watch sales. Youth sports are an estimated $37.5B market, and private equity is deepening its stake. Waud Capital's youth sports management company TeamSnap has acquired MOJO, a kids sports streaming platform. MOJO founder and former media executive Ben Sherwood joins TeamSnap CEO Pete Frintzilas to discuss the network of kids, parents, and coaches paying for youth sports resources. The Plus, Vail Resorts CEO Kirsten Lynch is in the midst of ski season. She shares how her company is expanding its network of slopes in the US, Europe, and even Australia.  Steve Kovach - 5:30Bradley Tusk - 11:25 Ben Sherwood & Pete Frintzilas - 17:19Kirsten Lynch - 27:00 In this episode: Ben Sherwood, @BenSherwoodLeslie Picker, @LesliePickerMichael Santoli, @michaelsantoliBrian Sullivan, @SullyCNBCKatie Kramer, @Kramer_Katie

In a recent op-ed, Ariel Investments Co-CEOs Mellody Hobson and John Rogers predict investors' best bets for 2024. Hobson and Rogers explain why, after a big year for tech's ‘magnificent seven,' it may be time to cash in on smaller stocks. Boomers are driving spending! Bank of America Institute has released new data on consumer spending in November; head of the Institute Liz Everett Krisberg discusses the highlights, including spending trends across Gen Z, millennials, Gen X, and boomers. Plus, Hasbro is cutting 20% of its workforce, teens are on YouTube and TikTok “almost constantly” and Epic Games has won its antitrust lawsuit against Google. Steve Kovach - 06:25Liz Everett Krisberg - 15:30Mellody Hobson & John Rogers - 24:23 In this episode:Andrew Ross Sorkin, @andrewrsorkinBecky Quick, @BeckyQuickKatie Kramer, @Kramer_Katie

Google shares fell after news that its AI demo this week may have been edited; our Steve Kovach on what it all means. Major averages notch their sixth straight week of gains. Jon sits down with Vista Equity's Robert Smith on the current state of the software market. Evans May Wealth's Brook May and Unlimited's Bob Elliott break down the week's action. Plus, KBW's Christopher McGratty on top bank picks for 2024 and Incredible Health CEO Dr. Iman Abuzeid on how her company is using AI to help healthcare workers. 

Another market rally as averages on pace for their best weekly performance of the year. Hightower's Stephanie Link and Wells Fargo's Scott Wren break down the market action. Apple's Q4 numbers closely watched by the market; we cover every angle with Evercore analyst Amit Daryanani, Big Technology Founder Alex Kantrowitz, and shareholder George Seay of Annandale Capital. Plus, Steve Kovach speaks with CEO Tim Cook. Francisco Partners is one of the top VC firms by deal volume; Co-Founder Dipanjan Deb on what he likes right now. Other earnings from Dropbox, Paramount, Carvana, Expedia, Booking Holdings, Block, Coinbase, Live Nation, Skyworks and DraftKings.

Days after avoiding a government shutdown, House Speaker Kevin McCarthy faces potential ouster from leadership by his own party.  He shares directly with Squawk Box listeners why he is optimistic he'll prevail. Jury selection kicks off today in the criminal trial of one-time crypto king Sam Bankman-Fried and Microsoft is launching an AI assistant that could transform your work calendar. Steve Kovach reports on the good (?) news that busy office workers can be in two meetings at once. Rep. Kevin McCarthy - 16:01Steve Kovach - 28:10 In this episode: Kevin McCarthy, @SpeakerMcCarthyAndrew Ross Sorkin, @andrewrsorkinJoe Kernen, @JoeSquawkBecky Quick, @BeckyQuickKatie Kramer, @Kramer_Katie

Big tech market leadership is being put to the test with Apple shares in the red with the iPhone 15 launch event underway and Oracle's disappointing outlook dragging on the key software names. CNBC's Steve Kovach breaks down all the big headlines from Apple's big event. Plus, DoubleLine's Jeffrey Gundlach speaks to Scott Wapner at the Future Proof conference. His take on the fed, potential recession and more.

Is this month going to live up to its billing and will mega caps like Apple might be more vulnerable than you think? Trivariate's Adam Parker, Hightower's Stephanie Link and CNBC's Steve Kovach give their expert takes. Plus, we drill down on the beige book, ISM data and all of today's Fed speak with CNBC's Steve Liesman and Mike Santoli. And, BTIG's Jonathan Krinsky is taking a look at restaurant performance as we start September. 

President Joe Biden's economic approval numbers have risen modestly in the wake of efforts by the White House to promote what it calls “Bidenomics.” Still, a substantial majority of respondents to the CNBC All-America Economic Survey still disapprove of Biden's handling of the economy. Brian Deese, MIT Innovation fellow and former National Economic Council Director under President Biden, discusses the state of the U.S. economy, the impact of Bidenomics, and why results haven't been reflected in polls. Aneesh Chopra, first U.S. chief technology officer in the Obama administration and CareJourney president, discusses X's efforts to win back advertisers with a new deal with Integral Ad Science. CNBC's Steve Kovach also has an inside look at the new strategy. Plus, Disney's ESPN is launching a betting sportsbook and Lyft has a tumultuous quarter, but veteran rider Andrew Ross Sorkin has the top tips ride-share users need.12:20 - Brian Deese29:36 - How to find your personal Uber rating32:32 - Aneesh Chopra In this episode:Brian Deese, @briandeeseNECAneesh Chopra, @aneeshchopraMelissa Lee, @MelissaLeeCNBCAndrew Ross Sorkin, @andrewrsorkinKatie Kramer, @Kramer_Katie

It's a big tech earnings week; Microsoft, Alphabet, and Snap, have reported quarterly financials that beat estimates but elicited mixed reactions among investors. CNBC's Steve Kovach recaps the results so far, and he weighs in on Amazon's latest run-in with global regulators. Snap's stock plunged after reporting its Q2 results; the company issued a weaker-than-expected forecast for next quarter, and investors are disappointed. CNBC contributor and Big Technology founder Alex Kantrowitz explains Snap's ad strategy, what it means–or doesn't–for the rest of the social media players, and how X fits into tech's advertising landscape. Plus, consumers are smiling back at Goldfish, and Gap is smiling at its newest exec: the Mattel man who revived Barbie.  In this episode:Alex Kantrowitz, @KantrowitzAndrew Ross Sorkin, @andrewrsorkinBecky Quick, @BeckyQuickJoe Kernen, @JoeSquawkCameron Costa, @CameronCostaNY

Can the bullish breakout really be believed? Anastasia Amoroso of iCapital gives her expert market take. Plus, AMD held its AI investor day. Top chip analyst Stacy Rasgon of Bernstein explains how investors should trade the big event. And, Apple got hit with a downgrade from UBS today. Steve Kovach explains why the firm is turning lukewarm on the company after its record run… and what it could mean for the broader market. 

Stocks closed broadly higher today with tech outperforming. 3Fourteen's Warren Pies and Annandale Capital's George Seay break down the market action, including earnings from Docusign and Vail Resorts. Affirm CEO Max Levchin on the company's partnership with Amazon and what kind of stress his consumers are seeing. Former Atlanta Fed President Dennis Lockhart talks the hot jobless claims number and how it impacts the Fed's decision next week. Hashicorp shares tumbled in trading today after weak guidance; CEO Dave McJannet weights in on the latest quarter and the macro demand environment. Plus, our Steve Kovach on how Mark Zuckerberg is responding to Apple's new AR headset. 

The Federal Reserve's buzzword of the week: “skip.” Fed officials have signaled a plan to hold steady on interest rates in June, but urging the public that the decision would not signify an end to the tightening cycle. SMBC Nikko Securities America Chief Economist Joe Lavorgna offers his own extrapolation of the news, as well as what it may mean for Wall Street. In Washington, the President Biden-Speaker McCarthy debt ceiling deal is headed for the Senate. Plus, CNBC's Steve Kovach has the details from the newest product launches at Meta and Apple, Elon Musk is the world's richest person (again), and investors are asking, is AI a bubble? Tastytrade's Tom Sosnoff considers the question and whether the industry could revitalize a sleepy IPO market.  In this episode:Joe Kernen, @JoeSquawkKelly Evans, @KellyCNBCSteve Kovach, @stevekovachKatie Kramer, @Kramer_Katie

An AI-generated image went viral on Twitter, sending a ripple through the markets as investors considered its authenticity. CNBC's Steve Kovach discusses the perfect storm of paid-for blue checkmarks on Twitter, AI, and social media, and what big tech firms like Alphabet could do to curb the spread of AI-fueled disinformation. In Washington, CNBC's Kayla Tausche reports that President Biden and House Speaker Kevin McCarthy (R-CA) had a productive discussion about averting a debt default. PIMCO's head of public policy Libby Cantrill discusses the potentially “catastrophic” stakes for those negotiations, and Senator Ted Cruz (R-TX) discusses his concerns as the debt ceiling deadline approaches.   In this episode:Sen. Ted Cruz, @tedcruzBecky Quick, @BeckyQuickMelissa Lee, @MelissaLeeCNBCKayla Tausche, @kaylatauscheSteve Kovach, @stevekovachKatie Kramer, @Kramer_Katie

Carl Quintanilla, David Faber and Jim Cramer were live from CNBC's inaugural CEO Council Summit in California where they spoke with leaders across business, finance, culture, sports and academia. During the hour, EY CEO Carmine Di Sibio joined the anchors on set to discuss companies' AI strategy and why believes the job market is tougher now than it was six months ago. Later in the hour, CNBC's tech correspondent Steve Kovach popped on for a market flash on Apple and Broadcom, announcing a multibillion-dollar deal for U.S.-made chips.  After the bells, the anchors turned to another busy day of retail earnings with Lowe's, Dick's Sporting Goods and BJ's all out with results.Squawk on the Street Disclaimer  

Stocks drifted lower throughout the day as debt ceiling talks stalled. BD8's Barbara Doran and Edward Jones' Craig Fehr broke down the market action. Earnings from Palo Alto Networks and Toll Brothers. Adobe CEO Shantanu Narayen discussed his company's major announcement on AI in Photoshop while also touching on the ethical implications of AI. Yelp stock soared after activist shareholder TCS Capital sent a letter to the board demanding it explore a sale. TCS President Eric Semler joined the show to talk why his plan makes the most sense for shareholders. Benefit Street Partners President Richard Byrne talks the current opportunities in credit markets. Plus, our Steve Kovach on Apple and Broadcom's multibillion-dollar deal for US-made chips.

The major averages closed lower, near session lows. Vital Knowledge's Adam Crisafulli and Alejandra Grindal, Ned Davis Research Chief Economist, break down the market action as the US creeps closer to a potential default. Congressional leaders speak after another meeting at the White House. OpenAI CEO Sam Altman spoke before Congress today; our Steve Kovach reports on the key takeaways and Cloudflare CEO Matthew Prince on how AI will impact his business. Tesla annual meeting is tonight; our Phil LeBeau on what investors are watching most closely. SAP CEO Christian Klein on AI and the cloud, plus Nubank reported strong quarterly numbers from its business as a digital bank in Latin America. CEO David Velez on the company's expansion since its 2021 IPO. 

Analysts today have called out a few stocks that could be under-the-radar beneficiaries of AI. CNBC's Steve Kovach breaks that down – plus one company that has been singled out as an AI loser. 

Microsoft and Alphabet have reported strong financial results, but as CNBC's Steve Kovach reports, investors were only listening for big tech's big plans for AI. RSE Ventures co-founder and “Burn the Boats” author Matt Higgins discusses the AI strategy for all the tech giants and what's at stake for companies that slow their innovation. Elsewhere in the AI arms race, Apple is planning an AI-powered health coach. Biotech company Illumina is fighting to keep Grail, a product that tests for cancer with only a single drop of blood. CEO Francis Desouza discusses his proxy fight with activist investor Carl Icahn and the push to divest Grail from the rest of the biotech business. Plus, Wall Street is sizing up the balance sheets of regional banks including PacWest and First Republic. In this episode:Matt Higgins, @mhigginsSteve Kovach, @stevekovachJoe Kernen, @JoeSquawkBecky Quick, @BeckyQuickAndrew Ross Sorkin, @andrewrsorkinKatie Kramer, @Kramer_Katie

Alphabet announced what some are calling a major reshuffling. This as it races to fend off Microsoft and others are investing in this new frontier. CNBC's Steve Kovach weighs in on if this is a sign that Google is going all in on AI.Big Technology's Alex Kantrowitz gives his expert take on this move and Alphabet shareholder Malcolm Etheridge of CIC Wealth tells us what he is doing with the stock now. Plus, the key levels investors need to be watching, a complete earnings rundown and commentary from market expert Mike Santoli. 

Lawmakers grilled TikTok CEO Shou Zi Chew on data, the platform's relationship with Chinese owner Bytedance, and content moderation. Stanford University Geopolitics and Technology Adviser Jacob Helberg recaps the vitriol in DC and suggests that TikTok served merely as a placeholder for all Chinese companies operating in the U.S. CNBC's Steve Kovach explains the stakes for Apple CEO Tim Cook's trip to China this weekend, in light of the pressure on TikTok on Capitol Hill this week. European banks are fighting contagion; former Federal Reserve official Dino Kos discusses the global rate hikes righting inflation and the pressure on Deutsche Bank, Barclays, Societe Generale, UBS, and others. Squawk makes sense of AT1s, credit default swaps, CDs, and more. Plus, some streaming recommendations for your weekend! In this episode:Steve Kovach, @stevekovachJoe Kernen, @JoeSquawkBecky Quick, @BeckyQuickKatie Kramer, @Kramer_Katie

Tesla's CEO is under oath this week, after shareholders sued him for his tweets in 2018. Axios business editor Dan Primack breaks down Elon Musk's time in federal court, where he's defending his infamous “funding secured” tweet. Primack considers Musk's leadership and the faith his Tesla shareholders are willing to put in him. In a conversation about his new book, “Never Give an Inch,” former Secretary of State Mike Pompeo discusses Russia's war in Ukraine and the roles of other global powers in ending it. Pompeo reflects on the foreign policy that's gotten the United States where it is today. Plus, CNBC's Steve Kovach reports on Microsoft's weak guidance in its latest financial report, and Rupert Murdoch is calling off a big Fox family reunion.  In this episode:Dan Primack, @danprimackSteve Kovach, @stevekovachBecky Quick @BeckyQuickJoe Kernen, @JoeSquawkKatie Kramer, @Kramer_Katie