Squawk on the Street

Latest Episodes:

Powell's Jackson Hole Speech: What's At Stake for the Markets and Investors 8/22/25 Aug 22, 2025

Show notes

On a day Wall Street and the global markets had been waiting for, Carl Quintanilla, Sara Eisen and Mike Santoli covered all of the bases and set the stage for Fed Chair Jerome Powell's Friday keynote speech at the Fed symposium in Jackson Hole, Wyoming. The anchors discussed market expectations, tariffs, inflation and President Trump putting pressure on the Fed to cut interest rates in September. Apollo Global Management Chief Economist Torsten Slok joined the program at Post 9 to offer his perspective on Powell and the future for rates. Also in focus: What Nvidia CEO Jensen Huang said in Taiwan about his company's AI chips and China amid a rough week for the stock, market rotation out of big tech, earnings movers.

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SOTS 2nd Hour: A Media Deep-Dive w/Disney’s CEO & ESPN’s Chairman, Plus Walmart Talks Tariffs 8/21/25 Aug 21, 2025

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This hour: Carl Quintanilla, Sara Eisen, and David Faber broke down data just crossing on the housing front, alongside exclusive comments to Sara from Walmart’s CFO on prices, demand, and how the consumer’s holding up. Plus: a make-or-break speech from Fed Chair Powell tomorrow in Jackson Hole, Wyoming… What investors should know, this hour.

Also in focus: a wide-ranging deep-dive you don’t want to miss from Disney CEO Bob Iger and ESPN Chairman Jimmy Pitaro… Spanning the rising cost of sports rights, Disney’s cable business, AI, and Disney’s new ESPN streaming app – which launches today.

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Walmart Falls on Earnings, U.S.-EU Trade Details, Disney Launches New ESPN DTC Streaming Service 8/21/25 Aug 21, 2025

Show notes

Carl Quintanilla, David Faber and Sara Eisen kicked off the show with Walmart shares lower on Q2 earnings that overshadowed raised guidance. Find out what

Walmart's CFO told Sara about tariffs and the consumer. The U.S. and EU unveil new details about their trade framework and where tariffs come into play.

Also in focus: Disney debuts its new ESPN direct-to-consumer streaming service, Fed Governor Lisa Cook fires back at President Trump's call for her to resign,

Palantir watch, Nvidia and China, the state of UnitedHealth's turnaround plan 100 days into Stephen Hemsley's second stint as the company's CEO.

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SOTS 2nd Hour: Off Target, Palantir’s Pullback, The Race to Replace Powell 8/20/25 Aug 20, 2025

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Carl Quintanilla, Sara Eisen, and David Faber discussed Target’s latest results and the company’s big C-Suite shuffle. Target announced that company veteran Michael Fiddelke will become its next CEO starting next February, as shares of the retailer dropped in early trading. The desk also hit Palantir’s big pullback, down more than 20% from its recent highs. Also in the mix: CNBC’s Steve Liesman joined the program live from Jackson Hole, Wyoming with a new survey looking at the race to replace Fed Chair Powell.

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Stakes and the Chips, Palantir Hits Bear Territory, Target Picks a New CEO 8/20/25 Aug 20, 2025

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With the tech sector extending Tuesday's sell-off, Carl Quintanilla, David Faber and Mike Santoli discussed semiconductor stocks under pressure -- on a report which says

the Trump Administration is looking into the federal government taking equity stakes in chipmakers that receive CHIPS Act funding. Palantir hit bear market territory during

Wednesday's session: This year's best performing S&P 500 stock down 20% from last week's record high and on track for a six-day losing streak. Target shares also slumping

after the retailer posted quarterly results and named COO Michael Fiddelke to replace Brian Cornell as CEO in February 2026. Find out what both executives told Sara Eisen about Target's future.

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SOTS 2nd Hour: Intel’s Lifeline, The Retail Wrap-up, & LIVE: Palo Alto CEO 8/19/25 Aug 19, 2025

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Carl Quintanilla, Sara Eisen, and David Faber broke down the latest consumer reads out of earnings – as Home Depot kicks off a make-or-break week of retail results. Executives calling out strong momentum… But former Chief Investment Strategist for Bridgewater Rebecca Patterson says demand risks remain, breaking down her playbook for volatility. Plus: one of the street’s top retail analysts gave his key stocks to buy – and avoid – in the space… and the CEO of Palo Alto Networks joined the team to discuss new numbers from his company.

Also in focus: Intel gaining as Softbank invests $2 billion and reports grow around a possible government stake – what Commerce Secretary Howard Lutnick told the team about that news, and possible rails M&A.

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Commerce Sec. Lutnick on Intel, Home Depot Misses, Palo Alto Surges 8/19/25 Aug 19, 2025

Show notes

Carl Quintanilla, David Faber and Mike Santoli led off the show with developments regarding Intel: Softbank investing $2 billion in the

company, as the Trump Administration reportedly weighs taking a 10% stake in the chipmaker. Commerce Secretary Howard Lutnick joined

the program and discussed a potential government investment in Intel. Also in focus: Home Depot's quarterly miss, Palo Alto Networks shares

jump on earnings, Nexstar to buy rival TV stations operator Tegna, the "SPAC king," Medtronic and activism, why one particular stock is plummeting 40%.

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Squawk on the Street 2ND Hour 8/18/25 Aug 18, 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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Market Week and Fed Summit, Ukraine-Trump Watch, Gains for Novo Nordisk 8/18/25 Aug 18, 2025

Show notes

With the Dow coming off a record intraday high on Friday, Carl Quintanilla, David Faber and Mike Santoli explored a big week on tap for the markets -- including Fed Chair Powell's upcoming speech at the Fed symposium in Jackson Hole, Wyoming, as well as retail earnings from Home Depot, Walmart and Target. Novo Nordisk shares get a lift from a double dose of news regarding their blockbuster drugs Wegovy and Ozempic. Also in focus: Ukraine's president and European leaders set to meet with President Trump at the White House, Nvidia rises on analyst calls, why the "force" is with one stock up more than 25% to start the week, Tesla teases a new car in China, a fascinating look at humanoid robots as China showcases advancements in robotics.

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SOTS 2nd Hour: Intel’s Bargaining Chip, Buffett Boosts UnitedHealth, & Janus Henderson’s Top Tech Picks 8/15/25 Aug 15, 2025

Show notes

The Dow hitting a new all-time high alongside the S&P as United Health gives things a boost:

Carl Quintanilla, Leslie Picker, and Michael Santoli broke down latest along with fresh data top of the hour (Consumer Sentiment – coming in at its lowest level since May) before getting into the market outlook with the head of investment strategy for Edward Jones. Plus: hear Janus Henderson’s top picks amid the volatility – with one portfolio manager laying out why he likes Amazon and Microsoft at these levels. The team also dove deep into Berkshire’s biggest moves this quarter – including the United Health buy sending shares up double digits – along with some key sales from Coreweave’s early investors, as the post-IPO lock-up on shares finally expires today.

Also in focus: DC headlines galore – hear what to do with Intel shares as they gain on a report that the government is looking at taking a stake in the name this hour – along with the key details so far from “high stakes” summit between President Trump and Russian President Vladimir Putin in Alaska today.

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