Squawk on the Street

Latest Episodes:

Market Rallies on U.S.-China Trade Deal, Pharma Stocks Slide on Trump Executive Order News 5/12/25 May 12, 2025

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Carl Quintanilla, Jim Cramer and David Faber covered Monday's major market rally, sparked by a new U.S.-China trade deal in which both countries agreed to slash tariffs for 90 days. What should investors do now? Pharma stocks under pressure after President Trump said he would sign an executive order aimed at lowering drug prices. Hear what the president said about the U.S.-China trade agreement at his news conference.

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Squawk on the Street 2ND Hour 5/9/25 May 09, 2025

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The second 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.

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U.S.-China Trade Talks Countdown, Bitcoin's Resurgence, Barrick Mining CEO on the Gold Rush 5/9/25 May 09, 2025

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Wrapping up another volatile week for stocks, Carl Quintanilla, David Faber and Mike Santoli set the stage for U.S.-China trade talks due to begin

Saturday in Switzerland. The anchors reacted to President Trump's social media post in which he suggested lowering China tariffs to 80 percent

from 145 percent. Bitcoin continues to rebound, rallying to levels not seen since late January. Barrick Mining CEO Mark Bristow joined the program

at Post 9 and discussed gold's record run. The earnings parade in focus – including big moves in shares of Pinterest, Affirm and Expedia.

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SOTS 2nd Hour: Trump’s U.K. Deal, AI Leaders In The Hot Seat, and Live: ARM CEO May 08, 2025

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Markets and U.S.-U.K. Trade, Trump: "Powell Is a Fool," Arm Shares Slump 5/8/25 May 08, 2025

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Carl Quintanilla, David Faber and Mike Santoli discussed positive market sentiment in reaction to President Trump saying he would announce

a trade agreement on Thursday with the United Kingdom, though the U.K. refers to it as a framework. The anchors reacted to Trump calling

Jerome Powell a "fool" one day after the Fed held interest rates steady. Also in focus: Arm Holdings slides on weak guidance, sources tell David

that Warner Bros. Discovery is moving toward a split of the company, Shopify's president joins the show to discuss quarterly results and tariffs.

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SOTS 2nd Hour: The Disney Breakdown: Plus CFO Hugh Johnston, Pharma Risks Loom, and Taylor Morrison CEO 5/7/25 May 07, 2025

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Carl Quintanilla, David Faber, and Sara Eisen discussed the latest for stocks amid fresh news on the tariffs and earnings front – and ahead of a new comments from Fed Chair Powell this afternoon. First: a read on rates and how the economy’s holding up with the man advising America’s biggest companies on their multi-billion dollar financings: Goldman’s Jonny Fine… Plus: a deep-dive on Disney results, including demand trends in China and their new Abu Dhabi plans - CFO Hugh Johnston joined the team to breakdown the numbers.

Also in focus: housing headwinds - Taylor Morrison’s CEO discussed key trends when it comes to the crucial spring selling season; a breakdown of looming tariffs on pharmaceuticals – and what it means for the stocks; and exclusive comments from the Education Secretary on student loans.

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Disney CEO Speaks, AMD CEO Exclusive, Trade Hopes and the Fed 5/7/25 May 07, 2025

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Carl Quintanilla, David Faber and Mike Santoli covered a lot of news for investors to digest: Disney shares in rally mode after the company

posted better-than-expected quarterly results -- and announced plans for a new theme park and resort in Abu Dhabi. You'll want to hear what

Disney CEO Bob Iger told David. In a CNBC Exclusive, AMD CEO Lisa Su joined the program to discuss earnings, AI and the impact of U.S. curbs

on chip exports to China. Also in focus: Stocks rise as the U.S. and China agree to trade talks, Fed decision day, Uber shares fall on a revenue miss.

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SOTS 2nd Hour: Palantir Slumps, CNBC Recession Odds and Milken: Day 2 with Ares CEO, Morgan Stanley Co-Pres. 5/6/25 May 06, 2025

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Carl Quintanilla discussed the biggest headlines for stocks alongside Sara Eisen and David Faber – who both joined the broadcast live from the Milken Institute’s investment conference in Beverly Hills this hour. Citi CEO Jane Fraser and Treasury Secretary Bessent both pointing out a resilient consumer when it comes to the data… But CNBC’s latest Fed Survey raising recession odds to 55% from 22% at the start of the year – what’s driving the action. Plus: Goldman’s Chief U.S. Equity Strategist gave his take on where markets go from here – and whether the Mag-7 tech trade can hold up.

Also in focus: the latest from the ground at Milken – as the street’s top CEOs, leaders, and regulators convene in California. David sat down with the CEOs of Ares (the firm manages $500B+ in assets) and Morgan Stanley Co-President Dan Simkowitz.

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Win Streak Ends and Fed Watch Begins, Palantir Tumbles, CEOs' Macro Message at Milken 5/6/25 May 06, 2025

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Carl Quintanilla, David Faber and Mike Santoli discussed stocks extending Monday's losses after the broader market snapped its nine-day win streak.

The Fed's two-day policy meeting also in the spotlight ahead of Wednesday's decision on interest rates. The anchors explored Palantir shares taking a hit

despite upbeat results and guidance: What's next for what has been a high-flying stock? Also in focus: An AI warning from legendary investor

Paul Tudor Jones, Ford suspends guidance in wake of tariffs, what CEOs at the Milken Institute Global Conference told David about the macro environment.

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SOTS 2nd Hour: End of An Era At Berkshire, Top Tech Picks, and Milken: Day 1 with Blackstone’s Jon Gray 5/5/25 May 05, 2025

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Carl Quintanilla discussed the latest for stocks alongside Sara Eisen and David Faber – who both joined the broadcast live from the Milken Institute’s investment conference in Beverly Hills this hour. A key focus? Berkshire Hathaway’s Warren Buffett - surprising investors at the company’s annual meeting by announcing he will step down as CEO… The team broke down his legacy and what’s next for shares. Plus: one portfolio manager from Janus Henderson joined the team to talk top tech picks. Also in focus: the latest from the ground at Milken – as the street’s top CEOs, leaders, and regulators convene in California. David sat down with Blackstone COO Jon Gray in a wide-ranging deep dive covering all things AI demand to Private Credit.

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