Squawk on the Street

Latest Episodes:

SOTS 2nd Hour: Deep-dive with Nike's CEO, AMD-OpenAI Details, & America: One Big Bet On AI? 10/6/25 Oct 06, 2025

Show notes

Carl Quintanilla and Sara Eisen discussed a morning of market moves abroad and at-home - as big political changes hit countries like Japan and France. Rockefeller's Ruchir Sharma joined the team to break it all down, fresh off an article in the Financial Times arguing betting on America is just one bet on AI... Find out why this hour, before a deep-dive on the AMD-OpenAI deal sending shares of the former name surging to their best day in years.

Plus: hear from the man who wants to turn Nike around, CEO Elliott Hill, in a wide-ranging sit down from the company's Portland HQ... His first television interview since taking role. Included this hour - his strategy to return to growth, how they're clearing old inventory, and why he returned after retiring in 2020.

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AMD Soars on OpenAI Partnership: AMD CEO and OpenAI Co-Founder & President "First on CNBC" 10/06/25 Oct 06, 2025

Show notes

Carl Quintanilla and Jim Cramer led off the show with a big development in the world of AI: AMD shares soared more than 30% after the company and OpenAI announced a multi-year partnership. The agreement calls for the maker of ChatGPT to purchase six gigawatts of AMD's "Instinct" GPUs -- and receive a warrant that could result in 10% ownership in the chipmaker. AMD CEO Lisa Su and OpenAI Co-Founder & President Greg Brockman joined the program "First on CNBC" to discuss the partnership.

Also in focus: Fifth Third Bancorp buys Comerica for $10.9 billion in stock, Tesla teases a Tuesday event, what Nike CEO Elliott Hill told Sara Eisen about his company's turnaround plan.

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Cramer's Morning Take: Apple 10/3/25 Oct 03, 2025

Show notes

Cramer discusses big moves in pharmaceuticals this week. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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SOTS 2nd Hour: Shutdown Day 3 - JPM Asset Management's Top Strategist, Goldman's Chief Economist Talk Impact + A Rare Apple Downgrade 10/3/25 Oct 03, 2025

Show notes

Another day of record highs on the S&P and Nasdaq:

Carl Quintanilla, Leslie Picker, and Michael Santoli broke down what investors need to know as the government shutdown continues into Day 3 - with the latest from Washington and more on the market impact (besides a lack of jobs data today) with J.P. Morgan Asset Management's Chief Global Strategist David Kelly along with Goldman Sach's Chief Economist Jan Hatzius.

Plus: get the tech playbook with one T. Rowe Price portfolio manager who's betting on Apple, Alphabet, and Nvidia here after a great week for chip names - and hear from the Jefferies analyst making a rare downgrade of Apple to sell.

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Stocks Extend Records Amid Govt. Shutdown, AI Boom vs. Bubble, Goldman Sachs CEO's Market Warning 10/03/25 Oct 03, 2025

Show notes

Carl Quintanilla and Jim Cramer discussed the S&P 500 and Nasdaq hitting fresh record highs, on a day in which the September jobs report was not released due to the government shutdown. The AI-fueled rally in the spotlight -- and the term "bubble" coming into play. The anchors reacted to Goldman Sachs CEO David Solomon's warning of a stock market "drawdown" after the surging AI trade. Hear what Chicago Fed President Austan Goolsbee told CNBC about AI. Also in focus: Market moves by tech's "trillion-dollar club" including a rare downgrade for Apple, quantum stocks' parabolic leap, Applied Materials' revenue warning drags down shares of chip equipment makers.

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Tech's All-Time High, Open AI's $500B Valuation, Tesla's Record Deliveries, Govt. Shutdown Day 2 10/2/25 Oct 02, 2025

Show notes

On day two of the government shutdown, Carl Quintanilla, Courtney Reagan and Michael Santoli explored the S&P 500 and Nasdaq hitting new record highs. The tech sector surged to new all-time highs sparked by the AI trade -- in reaction to OpenAI's valuation jumping to $500 billion. Tesla shares in volatile trading after the EV maker posted record deliveries for the third quarter, while rival Rivian lowered its annual deliveries forecast. Also in focus: Government shutdown developments including the delay of jobless claims data — and what Treasury Secretary Scott Bessent told CNBC about the potential impact of the shutdown on GDP, Berkshire Hathaway agrees to acquire Occidental Petroleum's chemicals unit for $9.7 billion in cash.

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SOTS 2nd Hour: Tesla Deliveries, Dan Niles' Top Tech Picks, & FICO's Big Changes 10/2/25 Oct 02, 2025

Show notes

Record highs on the S&P and Nasdaq:

Carl Quintanilla, Courtney Reagan, and Michael Santoli began the hour with the latest from Washington as Day 2 of a shutdown gets underway... With former PIMCO Economist Paul McCulley taking the contrarian take - that delayed data may not be a bad thing, at least when it comes to the Fed. Plus: hear longtime tech investor Dan Niles' best investment idea right now that just might surprise you - along with a breakdown of Tesla's delivery numbers with the former CEO of Ford.

Also in focus: Berkshire Hathaway making its biggest purchase in years - Occidental's chemical business 'Oxychem' - key details this hour... Along with a deep dive on a big change out of FICO score provider 'Fair Isaac' when it comes to licensing credit scores, as the stock sits at the top of the S&P in early trading.

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Cramer's Morning Take: Nike 10/1/25 Oct 01, 2025

Show notes

Cramer says this stock won’t hit $90 unless it solves its China business. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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SOTS 2nd Hour: Shutdown Impact w/Apollo's Chief Economist, Fresh Jobs Data, & Movers to Know (Nike, Pfizer & more) 10/1/25 Oct 01, 2025

Show notes

Stocks under pressure as the government shutdown begins:

Carl Quintanilla, Sara Eisen, and David Faber broke down the latest headlines - and what they mean for stocks, markets, and your wallet with Trivariate's Adam Parker before later getting Apollo Chief Economist Torsten Slok's take on all the action. Plus: what "Trump-RX" and the government's new deal with Pfizer could mean for an underperforming healthcare sector... and a deep-dive on Nike's results - and whether a turnaround could be in the cards here.

Also in focus: a big day for public debuts - as AI data-center REIT "Fermi" goes public on the NASDAQ, and the parent company of the biggest flood insurance provider here in the U.S. begins trading at the New York Stock Exchange. What investors should know about both names ahead of the first trade.

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Government Shutdown Underway, Negative ADP Jobs Report, Nike Beats 10/1/25 Oct 01, 2025

Show notes

Carl Quintanilla, Jim Cramer and David Faber engaged in a wide-ranging discussion about the potential impact of the federal government shutdown, which began Wednesday after midnight.

The ADP employment report shows the private sector unexpectedly shed 32,000 jobs in September. Nike shares rose on a quarterly beat as CEO Elliott Hill implements his turnaround plan for the company.

Also in focus: All things AI, Tesla raises lease prices after expiration of a federal EV tax credit, Ford posts higher Q3 auto sales across the board, what's next for big pharma in wake of President Trump's

drug pricing deal with Pfizer, Warren Buffett's Berkshire Hathaway reportedly near a $10 billion deal to buy Occidental's petrochemical business, why sports betting stocks have taken a hit.

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