Squawk on the Street

CrowdStrike CEO George Kurtz joins to discuss the new web security flaw that was uncovered in the software that runs most of the internet. Then, Niles Investment Management Founder Dan Niles joins to discuss his take on tech earnings. Plus, we speak with William Blair analyst Myles Minter about Moderna's cancer vaccine data leak. Squawk on the Street Disclaimer

Apple hits a record high as its new foldable iPhone Duo officially goes on sale. Longtime Apple blogger John Gruber joins Squawk on the Street to discuss whether the device can move the needle for shareholders. Plus, telecom stocks tumble as Bloomberg reports SpaceX is looking to secure at least 80,000 cell sites across the U.S., sending tower stocks higher. And CNBC has new details on OpenAI’s latest fundraising efforts and potential new valuation. Squawk on the Street Disclaimer Squawk on the Street Disclaimer

Carl Quintanilla, David Faber and Michael Santoli led off the show with Apple's foldable iPhone Duo making its in-store debut. Apple CEO John Ternus greeted customers at the company's store in Austin, Texas. Also in the mix: A live report from outside Apple's flagship store in New York City; The anchors discussed reviews of the iPhone Duo after Apple briefly surpassed Nvidia in market cap. Merck CEO Rob Davis joined the program at Post 9 one day after data involving the company's cancer vaccine with Moderna had been leaked. Also in focus: The tech sector extends its sell-off after the Nasdaq's worst day since June; SpaceX shares rise on a report about access to 80,000 cell sites — a look at the winners and losers; Western Digital falls despite better-than-expected results, American Express earnings and job cuts, AI trade roundup. Squawk on the Street Disclaimer

Pershing Square Founder & CEO Bill Ackman joins from Tel Aviv to discuss the bull case for investing in Israel and the broader investment landscape. Then, Roundhill CEO Dave Mazza joins to discuss the latest round of tech earnings and where he sees opportunity. Plus, we bring you the details of a new security flaw that was uncovered in the software that runs most of the internet. Squawk on the Street Disclaimer

Stocks come under pressure as renewed Middle East tensions push oil higher and concerns over AI spending weigh on tech. On today’s Squawk on the Street, we break down earnings from Meta and Tesla, including Meta’s new share structure, speculation around a potential Tesla-SpaceX merger, and the latest on AI capital spending. Plus, IBM CEO Arvind Krishna explains why he believes the company’s business remains resilient despite growing concerns about demand destruction. Squawk on the Street Disclaimer

Carl Quintanilla, David Faber and Michael Santoli delved into AI trade weakness, including why Meta and Tesla shares fell despite both companies posting Q3 beats. The anchors reacted to what Meta CEO Mark Zuckerberg and Tesla CEO Elon Musk said on their respective earnings calls. On a rough day for the chip sector, CNBC's Arjun Kharpal interviewed Nvidia CEO Jensen Huang at the company's GTC conference in Berlin. Also in focus: Meta's new class of stock to fund AI spending; Buzz surrounding a potential SpaceX-Tesla merger; IBM earnings reaction; The "Tide" is high for P&G; Lockheed Martin rallies; Airline earnings impacted by fuel costs; Oil prices surge on Middle East tensions; Barclays and the job cuts parade; Carriers cut the price of Apple's foldable iPhone Duo ahead of its Friday in-store debut. Squawk on the Street Disclaimer

Kroger CEO Greg Foran joins to discuss inflation, the consumer and their new $5 billion investment plan announced at their investor day yesterday. Then, NHL Commissioner Gary Bettman speaks about the future of the league's TV rights, the impact of sports betting and much more. Plus, we speak to Oppenheimer analyst Timothy Horan about SpaceX's earnings, which have the stock surging today. Squawk on the Street Disclaimer

Is a merger between SpaceX and Tesla inevitable? Early investor in both companies, Peter Diamandis, weighs in on a potential timeline and the market opportunity ahead for SpaceX, as the tock jumps after earnings. Then Netflix’s former head of content acquisition on how the company can win back viewers following a disappointing quarterly report. And the CEO of Philip Morris, owner of brands like Marlboro and Zyn, his first reaction to earnings as the stock slips despite a beat. Squawk on the Street Disclaimer

Carl Quintanilla, David Faber and Michael Santoli led off the show with SpaceX shares jumping sharply: The company posted a 161% surge in quarterly revenue fueled by the AI boom — and CEO Elon Musk said a SpaceX-Tesla merger is "a good idea." The anchors also reacted to what Musk said on SpaceX's earnings call about generating $1 trillion in revenue. A different story for Netflix: The stock under pressure after the streaming giant reported another slowdown in quarterly revenue growth — and issued weaker than expected advertising and sales guidance. Also in focus: Anthropic's draft IPO prospectus reportedly shows red-hot revenue growth and soaring computing costs; AT&T shares slide despite an earnings beat; United Airlines rises in the face of a guidance cut; Nvidia CEO Jensen Huang's keynote at GTC Berlin. Squawk on the Street Disclaimer

Cramer still likes this tech giant despite a recent downgrade. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market’s biggest headlines, analyst calls and holdings in the Charitable Trust – and see up close how they decide when, and if, to take action on stocks. Sign up here: cnbc.com/morningtake CNBC Investing Club Disclaimer

Impactive Capital Managing Partner Lauren Taylor Wolfe joins to discuss the importance of activist investing and how she's looking at the AI trade right now. Then, Former TikTok CEO Kevin Mayer shares his expectations for Netflix earnings and the broader streaming space. Plus, we break down GM and GE earnings, which have both stocks tumbling today. Squawk on the Street Disclaimer

Stocks rally off the lows, while oil retreats from the highs on unconfirmed reports of progress between the U.S. and Iran. Then Starboard Value’s Jeff Smith reveals the newest name his firm has taken a stake in and the changes they are pushing for. Plus, the options market pricing in a massive move for Netflix’s following those results after the bell. We look at what way traders think that stock is headed. Squawk on the Street Disclaimer

Carl Quintanilla, Jim Cramer and David Faber kicked off the show with a look at continued turbulence in tech stocks, following a rough session for South Korea’s tech-heavy Kospi index. Cramer also highlighted Loop Capital’s downgrade of Apple during his “Stop Trading” segment. After the opening bell, Faber discussed AI cyber risks with DNI Jay Clayton, live from 13D Monitor’s Active-Passive Summit. Squawk on the Street Disclaimer

EQT Group Chairman Jean Eric Salata joins to discuss where he sees opportunity in the private market right now and how he's looking at the AI buildout. We also speak to TD Bank Vice Chair Jeff Solomon about his outlook for the economy. Plus, we break down Anthropic's plan to commit a 5% stake of the company to a public benefit fund. Squawk on the Street Disclaimer

Geopolitical tensions take center stage as new developments involving Iran, Russia, and unrest in France raise questions about the outlook for oil and global markets. Plus, is the worst over for tech? One analyst makes the case for buying a stock hit hard in last week's selloff. And Fifth Third CEO Tim Spence joins Squawk on the Street in a CNBC exclusive after the bank beats earnings expectations, with mortgage banking revenue jumping 21% from the previous quarter. Squawk on the Street Disclaimer

The opening hour of CNBC’s "Squawk on the Street" with Carl Quintanilla, Jim Cramer and David Faber is broadcast each weekday from the floor of the New York Stock Exchange, on site at the opening bell with the up-to-the-minute news investors need to know and interviews with the most influential CEOs and greatest market minds. Squawk on the Street Disclaimer

Apple’s new iPhone Duo reportedly selling out within minutes of preorders opening. Former Apple executive and iPhone co-creator Tony Fadell joins Squawk on the Street to discuss the company’s latest product strategy. Plus, Tesla unveils its new Roadster with a gravity-defying demo, we break down when it could hit the road and if a merger between SpaceX and Tesla could be imminent. And Proofpoint CEO Sumit Dhawan discusses the company’s $6.3 billion deal to take AI cybersecurity firm Varonis private. Squawk on the Street Disclaimer

Is the AI infrastructure boom starting to resemble the dot-com era? Venture capitalist Eric Hippeau joins Squawk on the Street to discuss the parallels between today's massive technology buildout and the late 1990s. Plus, Interactive Brokers Chairman Thomas Peterffy breaks down the firm's latest earnings and what he's seeing from retail investors. And Citizens CEO Bruce Van Saun weighs in on mixed quarterly results, including a decline in mortgage fees. Squawk on the Street Disclaimer

The opening hour of CNBC’s "Squawk on the Street" with Carl Quintanilla, Jim Cramer and David Faber is broadcast each weekday from the floor of the New York Stock Exchange, on site at the opening bell with the up-to-the-minute news investors need to know and interviews with the most influential CEOs and greatest market minds. Squawk on the Street Disclaimer

The third hour of CNBC’s "Squawk on the Street" with Carl Quintanilla and Sara Eisen is broadcast each weekday from the floor of the New York Stock Exchange, with the up-to-the-minute news investors need to know and interviews with the most influential CEOs and greatest market minds. Squawk on the Street Disclaimer

Tech stocks come under renewed pressure as concerns grow over funding the AI buildout. The head of the DRAM ETF joins Squawk on the Street to discuss the selloff. Plus, former Treasury official Joe LaVorgna reacts to a hotter-than-expected inflation report, with PPI more than doubling estimates. And Bending Spoons CEO Luca Ferrari discusses Berkshire Hathaway’s increased stake in the company, while new revenue figures from Anthropic raise fresh questions ahead of its expected IPO next month. Squawk on the Street Disclaimer

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Cramer says this financial firm is the one investors want to buy. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market’s biggest headlines, analyst calls and holdings in the Charitable Trust – and see up close how they decide when, and if, to take action on stocks. Sign up here: cnbc.com/morningtake CNBC Investing Club Disclaimer

Former NEC Director Gary Cohn joins with his reaction to this morning's inflation data and his outlook for the broader economy. Then, Morgan Stanley CEO Ted Pick joins after the bank reported an earnings and revenue beat. Plus, Merck CEO Rob Davis joins to discuss the company's new manufacturing facility and the drug pipeline. Squawk on the Street Disclaimer

A developing story at OpenAI after an employee is arrested and charged with allegedly planting a hidden microphone in a conference room. Plus, Bank of America's CEO Brian Moynihan joins Squawk on the Street as shares tumble following a drop in quarterly profit tied to a more than $1 billion Treasury Department fine. And Meta unveils its latest AI models, claiming performance rivaling Anthropic's most advanced offerings, as the stock extends a nearly 40% rally from its August lows. Squawk on the Street Disclaimer

Carl Quintanilla, Jim Cramer, and David Faber kicked off the show with a look at this morning’s inflation print with consumer prices rising 3.7% annually in September, higher than expected. The desk then turned to the financials and their earnings reports, with Bank of America also fined $1.2 billion over money laundering violations. After the opening bells, BlackRock chairman & CEO Larry Fink joined for a CNBC exclusive interview on his company’s latest results. Squawk on the Street Disclaimer

Cramer says he’s doubling down on this financial giant and buying for the long term. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market’s biggest headlines, analyst calls and holdings in the Charitable Trust – and see up close how they decide when, and if, to take action on stocks. Sign up here: cnbc.com/morningtake CNBC Investing Club Disclaimer

Dell CEO Michael Dell joins exclusively to discuss the AI buildout and its impact on the business. Then, Wells Fargo CFO Mike Santomassimo joins with his first reaction to the bank's earnings. Plus, we break down UnitedHealth's latest results and discuss the progress of its turnaround plan. Squawk on the Street Disclaimer

Big banks kick off earnings season, with results from JPMorgan, Goldman Sachs, Citigroup and Wells Fargo. UBS helps breaks down the numbers and reveals the firm's top picks. Plus, Apple hits an all-time high as it prepares to take on Amazon and Google with new smart home devices. And breaking details on Anthropic's financials ahead of the AI company's pre-IPO investor day tomorrow. Squawk on the Street Disclaimer

Carl Quintanilla, Jim Cramer, and David Faber started the hour by breaking down the big bank results from JPMorgan, Wells Fargo, Citi, and Goldman Sachs. The desk also turned to Apple introducing its “Apple Home Collection” and its new lineup of smart home accessories. After the opening bells, the anchors also hit the nice pop for UNH shares following that company’s earnings beat. Squawk on the Street Disclaimer

Former White House Policy Advisor Dr. Ezekiel Emanuel joins to discuss why he believes AI models should be in charge of health care in some cases. Then, early Facebook investor and producer of "The Social Reckoning" Roger McNamee joins to discuss the film's debut over the weekend. Plus, we preview what to expect from bank earnings this week. Squawk on the Street Disclaimer

Cramer recommends buying shares of this investment banking giant. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market’s biggest headlines, analyst calls and holdings in the Charitable Trust – and see up close how they decide when, and if, to take action on stocks. Sign up here: cnbc.com/morningtake CNBC Investing Club Disclaimer

Questions already emerging about President Trump’s announcement of an energy ceasefire between Russia and Ukraine, as fresh attacks in the Middle East add to global energy concerns. Plus, a new Morgan Stanley report raises red flags about demand for Apple's iPhone 18. And Social Security Commissioner Frank Bisignano joins Squawk on the Street ahead of a highly anticipated cost-of-living adjustment announcement. Squawk on the Street Disclaimer

Jim Cramer began the show with breaking news that Starbucks is not buying Chipotle following takeover speculation, which sent shares of Chipotle lower in early trading. The anchors then turned to the bull market turning 4 years old, with the S&P rising more than 117% over that time. Later, the desk discussed reports that Nvidia is in talks involving AI startup Reflection AI and Amazon is weighing a deal for AI startup Decart. Squawk on the Street Disclaimer

Why Cramer is buying this ‘out-of-favor’ consumer staples stock. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market’s biggest headlines, analyst calls and holdings in the Charitable Trust – and see up close how they decide when, and if, to take action on stocks. Sign up here: cnbc.com/morningtake CNBC Investing Club Disclaimer

FCC Chairman Brendan Carr joins to discuss SpaceX acquiring a nationwide spectrum portfolio as Starlink looks to take on traditional carriers. Then, Apollo Chief Economist Torsten Slok joins with his expectations for the market. Plus, we bring you a report from Macao about why gambling revenue is lagging pre-pandemic levels despite record visitation to the region. Squawk on the Street Disclaimer

The White House announces a committee to investigate allegations that Fed Governor Lisa Cook made false statements. Plus, new financial figures from OpenAI spark concerns about AI revenue growth and what it means for the broader AI ecosystem. And Delta slashes its outlook amid soaring fuel costs, while CEO Ed Bastian responds to Elon Musk's call for his firing over the airline's decision not to use Starlink. Squawk on the Street Disclaimer

Carl Quintanilla and Jim Cramer led off the show with the AI trade rebounding after the worst day for tech since August — the decline was sparked by reports of weaker-than-expected revenue at OpenAI. SpaceX shares rose after the company announced its spectrum deal to launch Starlink as a player in the mobile space. AT&T, Verizon and T-Mobile share tumbled on that news. Hear what Delta CEO Ed Bastian told CNBC about Elon Musk warning him he would "lose his job" for passing on Starlink wi-fi for the airline. Also in focus: Apple shares fall on a report involving demand for the iPhone 18 Pro; The possibility of Treasury yields hitting 6%; Humana soars on Medicare Advantage ratings; Flashback: What AT&T CEO John Stankey told David Faber about Starlink last month. Squawk on the Street Disclaimer

Cramer is looking at this transports stock ahead of the holidays. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market’s biggest headlines, analyst calls and holdings in the Charitable Trust – and see up close how they decide when, and if, to take action on stocks. Sign up here: cnbc.com/morningtake CNBC Investing Club Disclaimer

Goldman Sachs Chief U.S. Equity Strategist Ben Snider joins with his outlook for the market and where to invest right now. Then, Morgan Stanley Strategist Ariana Salvatore discusses how the midterm elections could impact the market. Plus, D.A. Davidson Analyst Gil Luria shares why he believes Micron's stock could go to $3,000.

PepsiCo CEO Ramon Laguarta joins Squawk on the Street to break down the company's latest earnings and outlook for consumer demand. Plus, KBW CEO Tom Michaud discusses how multi-decade highs in bond yields are impacting banks and the broader market. And in an exclusive interview, Skydance's new management team lays out its financial outlook and content strategy.

David Faber engaged in a wide-ranging exclusive interview with Skydance Chairman & CEO David Ellison and Co-CEO Ynon Kreiz. They discussed the future for the company formed by Paramount's acquisition of Warner Bros. Discovery. Issues included competition, growth strategy and how AI will transform every part of its business. Carl Quintanilla, Jim Cramer and David shared interesting post-interview perspectives. Skydance rang the opening bell at the NYSE. Also in focus: Crude prices jump on Middle East tensions and Hurricane Isaias developments; Treasury yields rise and hover near 24-year highs on interest rate comments from Fed Governor Waller; PepsiCo moves higher and Levi Strauss slides after posting earnings, energy stocks rally while bank shares remain under pressure. Squawk on the Street Disclaimer

Cramer says he likes this chipmaker at its current level. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market’s biggest headlines, analyst calls and holdings in the Charitable Trust – and see up close how they decide when, and if, to take action on stocks. Sign up here: cnbc.com/morningtake CNBC Investing Club Disclaimer

Sequoia Capital Partner Shaun Maguire discusses investment opportunity in Israel and how the economy has evolved there. Then, we break down a new congressional report on Webull's China ties that has the stock tumbling today. Plus, T. Rowe Price Portfolio Manager Tony Wang discusses Apple's smart home ambitions and the broader tech sector.

Stocks pull back from record highs as the 10-year Treasury yield hits its highest level since 2002. Market strategist Rebecca Patterson joins Squawk on the Street to discuss the growing risks from higher rates. Plus, SpaceX comes under pressure on a report it could raise tens of billions of dollars in debt to buy Nvidia chips. And a new McKinsey report warns AI could force millions of workers to find new jobs over the coming decade. Squawk on the Street Disclaimer

Carl Quintanilla, Jim Cramer and David Faber delved into stocks falling one day after the S&P 500 and the Nasdaq posted record closing highs. The anchors highlighted 10-year and 30-year yields rising to levels not seen since 2002. In a CNBC Exclusive, Marvell Technology CEO Matt Murphy joined the program to discuss the company's long-term revenue guidance that boosted what has already been a high-flying stock. CNBC's "Halftime Report" rang the NYSE Opening Bell to celebrate the show's 15th anniversary. Also in focus: SpaceX reportedly looking to raise $40 billion to buy Nvidia chips; Day two for Skydance; Bank stocks' rough ride heading into earnings season; A new catalyst sending oil prices higher. Squawk on the Street Disclaimer

Undersecretary of Defense for Research & Engineering Emil Michael joins after being added to President Trump's Super Intelligence Force. Then, Former White House Coordinator for the Middle East Brett McGurk discusses his new book about the race to free hostages from the October 7th Hamas attack. Plus, we discuss how a new AI model from Nvidia-backed Reflection brings on the competition for OpenAI and Anthropic. Squawk on the Street Disclaimer

UBS CEO Sergio Ermotti joins Squawk on the Street to discuss the bank’s wealth management push and the volatility rocking European bond markets. Plus, an infectious disease expert weighs in after a deadly incident at a plague research institute in Siberia prompts President Trump to offer U.S. assistance to Russia. And Constellation Energy signs a 20-year nuclear power deal with Alphabet to fuel its data center buildout, just a week after striking a deal with Amazon. Squawk on the Street Disclaimer

Carl Quintanilla, Jim Cramer and David Faber discussed the S&P 500 and Nasdaq hitting new all-time intraday highs. The same goes for Nvidia as the chip giant marches toward a $6 trillion valuation. CrowdStrike shares also trading at a record high: CEO George Kurtz joined the anchors at Post 9 and discussed everything from AI safety to his company's partnership with Amazon's AWS and Nvidia. Paramount closed its acquisition of Warner Bros. Discovery and began trading under the combined entity's new name, Skydance. Also in focus: SpaceX extends its rally and sends Elon Musk further into trillionaire status; AMD plans to increase chip supply next year; OpenAI reportedly in talks to round up $30 billion in financing; Google and Constellation Energy agree to a 20-year power deal. Squawk on the Street Disclaimer

Niles Investment Management Founder Dan Niles joins with his current outlook for the tech sector and where he sees opportunity right now. Then, we discuss the implications of Brazil's runoff presidential election later this month as stocks in the country rally. Plus, we bring you the latest details from the AI safety hearing in NYC today with executives from OpenAI and Anthropic testifying. Squawk on the Street Disclaimer