Squawk on the Street

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Manifest Space #30: Reaching New Heights with World View CEO Ryan Hartman 2/17/23 Feb 17, 2023

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As unidentified objects flying over the United States continue to capture the nation’s attention, Morgan dives into the technology behind the stratospheric data-gathering devices with World View CEO Ryan Hartman. Known for their high-altitude balloons, Hartman and Morgan discuss the company’s capabilities, their potential use in the defense sector and the company’s plans to go public later this year. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

PPI and Fedspeak Slam Stocks, Exclusive With Cisco CEO, Bitcoin Rally vs. Munger 2/16/23 Feb 16, 2023

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Carl Quintanilla, David Faber and Mike Santoli focused on the inflation/Fedspeak double whammy for stocks: The January Producer Price Index came in hotter than expected, followed by Cleveland Fed President Loretta Mester saying she saw a "compelling case" for a 50 basis point rate hike earlier this month. Cisco CEO Chuck Robbins joined the program to discuss the company's better-than-expected quarterly results, raised guidance and his take on artificial intelligence. The anchors discussed the streaming landscape: Paramount Global down sharply after posting a quarterly miss, while Roku shares surged on growth in new users. Also in focus: Bitcoin hits a six-month high, Berkshire Hathaway Vice Chairman Charlie Munger on the "horror" of crypto, Shopify tumbles and Twilio soars.

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Tesla's “Supercharged” Rally, Musk on Finding a New Twitter CEO, Airbnb Surges 2/15/23 Feb 15, 2023

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Carl Quintanilla, David Faber and Mike Santoli led off the show with Tesla extending its 2023rally -- the stock up more than 70% year-to-date. They reacted to news involving Elon Musk: The White House said he agreed to open thousands of Tesla charging stations to rival electric vehicles by the end of 2024 -- and Musk said that he hopes to hire someone to succeed him as TwitterCEO by the end of 2023. Former Fed Vice Chair Alan Blinder joined the program to discuss President Biden choosing Fed Vice Chair Lael Brainard to head his National Economic Council -- and how her departure from the Fed could affect the central's bank's monetary policy aimed at battling inflation. Also in focus: Earnings winners and losers including Airbnb, whose shares surged on upbeat guidance, cost cuts and the company's first-ever annual profit.

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"Sticky" Inflation, Ford's Europe Job Cuts and EV Ramp-up, Marriott CEO on Earnings and Travel Demand 2/14/23 Feb 14, 2023

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With inflation in the spotlight, Carl Quintanilla, David Faber and Mike Santoli explored what to make of the January Consumer Price Index cooling year-over-year for a seventh consecutive month, the six-month Treasury bill spiking above 5% and what it all means for the markets and the Fed. The anchors reacted to Goldman Sachs CEO David Solomon's comments to a Credit Suisse forum: He described inflation as"sticky." Marriott International CEO Tony Capuano joined the program to discuss the hotel giant's quarterly results and outlookas it sees strong travel demand. Also in focus: Ford cuts 3,800 jobs in Europe as it pivots to electric vehicle production, Tesla changes prices on certain U.S. models and Palantir posts its first-ever quarterly profit.

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Microsoft Back At $2T, Apple's 2023 Rally, Super Bowl Aftermath 2/13/23 Feb 13, 2023

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Carl Quintanilla, David Faber and Mike Santoli explored the moves in tech: Microsoft returning to a $2 trillion valuation in the midst of its artificial intelligence battle with Google parent Alphabet, while Apple shares have jumped by more than 16% so far this year. The anchors focused on the markets and inflation ahead of Tuesday's CPI data. They also discussed all things Super Bowl, from the Chiefs' victory and Rihanna's Apple-sponsored halftime show -- to the commercials and a big night for sports betting.

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Iger-Peltz Aftershocks, Lyft Plummets, Google's Rough Week 2/10/23 Feb 10, 2023

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Carl Quintanilla, Jim Cramer and David Faber explored what's next for Disney after Thursday's blockbuster show featuring Disney CEO Bob Iger and billionaire activist investor Nelson Peltz. The anchors also reacted to shares of Lyft plunging on the company's quarterly miss and weak guidance in wake of a pricing war with Uber. Also in focus: A rough week for shares of Google parent Alphabet as it battles Microsoft over artificial intelligence, PayPal's CEO announced he intends to retire at the end of 2023, crude oil riseson Russia's plans to cut output, Spotify jumps on activist's stake, plus a special guest ahead of Super Bowl Sunday.

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Exclusive With Disney CEO Bob Iger, Nelson Peltz Says "The Proxy Fight Is Over" 2/9/23 Feb 09, 2023

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Carl Quintanilla, Jim Cramer and David Faber led off the show with Disney shares up sharply after the company announced a restructuring, including plans to cut about 7,000 jobs and $5.5 billion in costs. In an exclusive, David interviewed Disney CEO Bob Iger. They discussed Iger's transformation strategy and his return to the company as CEO, streaming subscriber losses and the proxy battle with activist investor Nelson Peltz. Following the Iger interview, Peltz called into the program and said "the proxy fight is over."

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UK vs. Microsoft-Activision, Google's AI Pain, Exclusive With Yum! Brands CEO 2/8/23 Feb 08, 2023

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Carl Quintanilla and Jim Cramer led off the show with news from across the Atlantic: A UK antitrust watchdog said Microsoft's takeover of Activision would stifle competition and harm gamers. David Faber joined via phone with his perspective on the findings. Alphabet shares down sharply after Google's artificial intelligence event in Paris failed to ease concerns about competition from Microsoft's new AI-powered Bing search engine. Yum! Brands CEO David Gibbs joined the program exclusively to discuss inflation and better-than-expected quarterly results for the parent of Taco Bell, KFC and Pizza Hut. Also in focus: A surprise quarterly profit for Uber, Chipotle's earnings miss, CVS beats and confirms a $10.6 billion deal.

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Manifest Space #29: Chinese Balloons & Spying from Space with York Space Systems Executive Chairman Charles Beames 2/8/23 Feb 08, 2023

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As the Chinese balloon spectacle wages on, Morgan Brennan speaks with York Space Systems and SpiderOak chairman Charles Beames. As a former Pentagon senior executive, they dive into the surveillance implications of the balloon, the defense sector’s growing investment in space, where satellites fit into the broader picture…and the legacy of Microsoft co-founder Paul Allen. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Watching Powell, State of the Tax Union, Chatbot Wars: Microsoft vs. Google 2/7/23 Feb 07, 2023

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Carl Quintanilla and Jim Cramer discussed the markets anticipating Fed Chair Jerome Powell's remarks in Washington on Tuesday, as some Fed presidents are calling for much higher rates following Friday's blowout jobs report. Hear what Cramer is calling the "saving grace" of this economy.The anchors also looked ahead to Tuesday night's "State of the Union" address, with President Biden expected to call for a quadrupling of the new stock buyback tax. Also in focus: Microsoft and Google ramp up their battle over artificial intelligence and ChatGPT, DuPont beats, BP's buyback and record profits, travel stocks rally and Activision's CEO defends the company’s merger deal with Microsoft.

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