Squawk on the Street

Latest Episodes:

11AM Hour: Investing in AI, Tensions with Iran Escalate & Inside Look at America's First Enhanced Geothermal Project 9/2/26 Sep 02, 2026

Show notes

Council on Foreign Relations President Emeritus Richard Haass joins to discuss the latest escalations in the war with Iran. Then, Janus Henderson Tech Portfolio Manager Richard Clode shares where he sees opportunity in the tech sector right now. Plus, CNBC's Pippa Stevens joins from America's first enhanced geothermal project in Utah.

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10AM Hour: Alberta Premier on Tariffs, Dell Jumps on Earnings & Investing in Venezuela 9/2/26 Sep 02, 2026

Show notes

Alberta Premier Danielle Smith joins to discuss the impact of the ongoing U.S.-Canada trade war. Then, Susquehanna analyst Mehdi Hosseini joins to break down Dell's latest earnings report. Plus, CNBC's Brian Sullivan joins from Venezuela as Chevron announced plans to more than double its oil production in the country over the next 5 years.

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9AM HOUR: Oil and Yields Watch, Dell Surges, Chevron CEO "First on CNBC" in Venezuela 9/2/26 Sep 02, 2026

Show notes

Carl Quintanilla, Jim Cramer and David Faber discussed inflation fears sending the 10-year note yield to multiyear highs as oil prices remain elevated. The anchors reacted to what Treasury Secretary Scott Bessent said at the G20 meetings about energy prices and the AI data center backlash. Speaking of AI: Dell shares surged on a blowout quarter and upbeat guidance, fueled by stronger AI server demand.

In Venezuela, Brian Sullivan interviewed Chevron CEO Mike Wirth about the energy giant's plan to invest $7 billion and double production in the South American country over the next five years.

Also in focus: What OpenAI CEO Sam Altman said on a podcast about what he calls "unsustainable silliness"; Shares of CrowdStrike and Palo Alto Networks slide; MongoDB tumbles.

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CNBC Investing Club: Cramer’s Morning Take on Amazon 9/1/26 Sep 01, 2026

Show notes

Cramer says investors are being hysterical if they sell shares of this tech 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

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11AM Hour: David Sacks on AI, Medtronic CEO on Earnings & New Apple CEO Starts Today 9/1/26 Sep 01, 2026

Show notes

Former White House AI and Crypto Czar David Sacks joins to discuss data centers, AI and regulation. Then, Medtronic CEO Geoff Martha breaks down the company's latest quarter and discusses their big bet on robotics surgery. Plus, Needham analyst Laura Martin grades Tim Cook's tenure at Apple as new CEO John Ternus takes the helm today.

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10AM Hour: Global Bond Yields Rise, PA Governor & Chobani CEO, Novartis’ New MS Drug Trial Data 9/1/26 Sep 01, 2026

Show notes

Global bond yields are on the rise again, putting rates back at the center of the market conversation. Plus, new trial data from Novartis shows promise for its experimental multiple sclerosis drug. And Pennsylvania Governor Josh Shapiro and Chobani CEO Hamdi Ulukaya join Squawk on the Street following the company’s more than $1 billion investment in the state, as Shapiro also discusses his push to rein in the rapid expansion of data centers.

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9AM HOUR: September Playbook, Anthropic's Nvidia-Backed Deal, Ternus Era Begins at Apple, Musk Addresses G20 Meetings 9/1/26 Sep 01, 2026

Show notes

After a positive August for stocks, Carl Quintanilla, Jim Cramer and David Faber explored the challenges facing the stock market in September, including moves in Treasurys: The 10-year note yield hit highs not seen since January 2025. According to David's sources, Anthropic agreed to a $35 billion computing deal with Nvidia-backed cloud provider Lambda. The anchors discussed the future for Apple on John Ternus' first day as CEO. Hear what Elon Musk told the G20 meetings about AI and robotics. Also in focus: Oil prices jump as military strikes continue in the U.S.-Iran conflict.

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11AM Hour: Exclusive Interviews with the CEOs of Goldman Sachs and Eli Lilly 8/31/26 Aug 31, 2026

Show notes

Goldman Sachs CEO David Solomon joins exclusively from the G20 to discuss his outlook for the economy, AI, the bond market and much more. Then, Eli Lilly CEO David Ricks also joins from the G20 to discuss the company's new acquisition and the weight loss drug space at large. We also speak to Former CEA Chair Jason Furman about his expectations for the economy and the Fed.

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10AM Hour: Treasury Secretary Scott Bessent from the G20 8/31/26 Aug 31, 2026

Show notes

Treasury Secretary Scott Bessent joins from the G20 meeting in Asheville, North Carolina to discuss the Iran war, the bond market, AI and much more. We also speak to Apollo Chief Economist Torsten Slok on the market and D.A. Davidson analyst Gil Luria on OpenAI reaching a new ad revenue milestone.

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9AM HOUR: Bessent and Warsh at G20, Oil Spikes, Tim Cook's Last Day As Apple CEO 8/31/26 Aug 31, 2026

Show notes

David Faber and Jim Cramer discussed stocks under pressure and oil prices spiking after the U.S. and Iran resumed military attacks for the first time in weeks. Hear what Treasury Secretary Scott Bessent and Fed Chairman Kevin Warsh told reporters at the G20 meetings in Asheville, North Carolina. The anchors discussed Tim Cook's legacy — including a montage of Jim's interviews with the outgoing Apple CEO throughout the years — as John Ternus prepares to become the company's chief executive on Tuesday. Also in focus: Why shares of PG&E and other California utilities are plunging; All things OpenAI -- from SpaceX to the Hugging Face incident; Stocks on track for a green August.

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