Squawk on the Street

Latest Episodes:

Chips and the White House: From Nvidia and AMD to Intel's CEO and Pres. Trump 8/11/25 Aug 11, 2025

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Carl Quintanilla, Jim Cramer and David Faber discussed two big stories in the chip sector: Published reports say Nvidia and AMD agreed to pay

the U.S. government 15% of their revenue from sales of AI chips in China. Intel CEO Lip-Bu Tan reportedly set to visit to White House on Monday,

after President Trump called for his resignation last week. Also in focus: Nasdaq in record territory after Apple's best week since 2020,

Wall Street braces for this week's inflation data, Paramount strikes a $7.7 billion deal with TKO for exclusive UFC rights, Why one AI stock plummeted 30%.

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SOTS 2nd Hour: Key Earnings Movers, NYC Comptroller Brad Lander, Plus: Paramount’s New Chairman & CEO 8/8/25 Aug 08, 2025

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Carl Quintanilla, David Faber, and Leslie Picker kicked off the hour with details on the President’s new pick for the Federal Reserve: Stephen Miran – along with a check on how the broader markets are faring. Former Bridgewater Chief Investment Strategist Rebecca Patterson joined the team at Post 9 with her take, and more on the tariff headlines pushing gold prices to record highs. Plus: a deep-dive on key earnings movers, from Block’s Bitcoin buys to Trade Desk’s tariff warning… and a read on the health of New York City’s economy and pensions – with Comptroller and former Mayoral Candidate Brad Lander, who’s got new numbers when it comes to returns for retirees.

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Markets and Apple's Rally, Intel CEO Responds to Trump, the President's Fed Vacancy Pick 8/8/25 Aug 08, 2025

Show notes

Carl Quintanilla, David Faber and Mike Santoli led off the show with the broader market’s upward momentum, including Apple's weekly gain of 9% heading into Friday's trading session. In a letter to Intel employees, CEO Lip-Bu Tan responded to President Trump's call for him to resign. The anchors reacted to Trump nominating Council of Economic Advisers Chairman Stephen Miran to fill a vacant seat at the Federal reserve. Alson in focus: What OpenAI CEO Sam Altman told CNBC about the GPT-5 launch and the possibility of taking the company public, the software sector slump, the stocks that are plummeting on earnings news, one year into Kelly Ortberg's tenure as Boeing CEO -- the turnaround plan and the stock surge.

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Cramer's Morning Take: Eli Lilly 8/7/25 Aug 07, 2025

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Cramer reacts to this pharma giant’s drug trial that failed to impress. 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: Eli Lilly Shares Slim Down, Chip on Trump’s Shoulder, Exclusive: ConocoPhillips CEO 8/7/25 Aug 07, 2025

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Carl Quintanilla, David Faber, and Leslie Picker began the hour by breaking down the President’s new claim that he would impose a 100% tariff on imports of semiconductors and chips, but not for companies that are “building in the United States.” Separately, he also called out Intel and said the CEO should resign immediately after saying Lip-Bu Tan is “highly conflicted” following reports to his potential ties to Chinese companies. CNBC’s Angelica Peebles also joined the program to discuss Eli Lilly shares plunging following some disappointing weight loss data. Also in the mix; ConocoPhillips CEO exclusively broke down his company’s latest results.

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Tariffs and the Chips Rally, Apple Extends Gains, Trump: Intel CEO Should Resign 8/7/25 Aug 07, 2025

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Carl Quintanilla, Jim Cramer and David Faber discussed developments involving the White House and the tech sector: President Trump announced 100% percent tariffs on semiconductor imports, with exemptions for chipmakers who invest in the United States. Taiwan Semiconductor among the chip companies rallying on that news. Apple shares extended their gains one day after the president and Tim Cook met at the White House to announce Apple expanding its commitment to investing in the U.S. In a Truth Social post, Trump called on Intel CEO Lip-Bu Tan to resign. Eli Lilly shares tumbled as weight-loss pill trial results overshadowed an earnings beat and raised guidance.

Also in focus: DoorDash among the earnings winners, Paramount and Skydance complete their merger.

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Cramer's Morning Take: Disney 8/6/25 Aug 06, 2025

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Cramer says this media giant is a buying opportunity. 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: New India Tariffs, Earnings Wrap-up – AMD, McDonald’s, & Disney – Plus Upstart, Lucid CEOs 8/6/25 Aug 06, 2025

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Carl Quintanilla, David Faber, and Leslie Picker discussed the latest on the earnings front: starting with AMD’s China concerns and the disappointing guide sending Super Micro shares slumping – along with the better-than-feared numbers boosting McDonalds shares with one analyst forecasting even more gains ahead. Plus: the President announcing an additional 25% tariff on goods from India as Apple announces an additional $100 billion investment to beef up U.S. manufacturing… Hear former Goldman Asset Management Chairman Jim O’Neill’s take on all these fast changing tariff headlines.

Also in focus: how consumer credit is holding up with the CEO of AI lender Upstart, fresh off earnings that have shares falling double digits. A deep-dive on Disney’s big sports bet along with key takeaways from quarterly results. Hear the interim CEO of Lucid break down the road ahead for his company – and the challenges that remain for the EV market… Along with the staggering numbers behind a new generation of “AI Billionaires”.

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Disney Earnings and ESPN-NFL Deal, AMD CEO "First on CNBC," Apple to Boost U.S. Investment 8/6/25 Aug 06, 2025

Show notes

On a busy morning full of earnings news, Carl Quintanilla, Jim Cramer and David Faber led off the show with reaction to Disney's Q3 results and the deal its ESPN unit

struck with the NFL. In a “First on CNBC” interview, AMD CEO Lisa Su discussed the chipmaker's earnings, as well as where China, AI and data centers fit into the picture.

A White House official told CNBC that Apple has pledged a new $100 billion investment commitment in the U.S. Also in focus: McDonald's among the earnings winners,

Shopify President Harley Finkelstein joined the show to talk about quarterly results that sent shares of the e-commerce company soaring.

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Cramer's Morning Take: DuPont 8/5/25 Aug 05, 2025

Show notes

This materials brand is one of the most undervalued companies Cramer’s ever seen. 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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