Squawk on the Street

Latest Episodes:

SOTS 2nd Hour: Treasury Sec. On The Hill, CPI Breakdown, & Musk’s Mea Culpa 6/11/25 Jun 11, 2025

Show notes

A big morning for trade as Treasury Secretary Bessent testifies on Capitol Hill following U.S.-China trade talks in London: Carl Quintanilla, Sara Eisen, and David Faber got the biggest headlines this hour and discussed what it all means for stocks alongside this morning’s better-than-expected consumer inflation print. Goldman Sachs’ Chief U.S. Economist joined the team with his take on the Fed’s next steps here – as rate cut odds rise, and yields fall… Plus: an AI boom or bust? A quick check on the AI trade, and who’s winning the growing arms race – with Meta’s new $14B stake in Scale AI a key focus (along with a new lawsuit out of Disney and NBCUniversal accusing AI image generator ‘Midjourney’ of copyright infringement).

Other top stories: Voyager Technologies going public at the New York Stock Exchange – hear from the CEO of what some are calling “the Berkshire Hathaway of Space” ahead of the first trade; Elon Musk walking back his feud with President Trump – what it means for shares; and a first look at CNBC’s 2025 Top States For Business.

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Trump: China Deal "Is Done," Inflation Watch, Musk's Mea Culpa 6/11/25 Jun 11, 2025

Show notes

Carl Quintanilla, Jim Cramer and David Faber discussed the U.S.-China trade talks and what to make of President Trump posting on social media that "OUR DEAL WITH

CHINA IS DONE, SUBJECT TO FINAL APPROVAL WITH PRESIDENT XI AND ME." The anchors also reacted to May CPI inflation data that sent stocks higher and

bond yields sharply lower. Also in focus: Elon Musk regrets "some of my posts about President Trump last week," Tesla's robotaxi push, Open AI CEO Sam Altman's blog post

about AI's future, sources say Meta to invest $14.3 billion in startup Scale AI, General Motors to invest $4 billion in U.S. production, Nvidia shares moving closer to record highs.

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Cramer’s Morning Take: Apple 6/10/25 Jun 10, 2025

Show notes

Cramer details the potential downside for this tech giant. 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: Goldman Chief U.S. Equity Strategist, Apple WWDC Takeaways, and McDonalds: Not Lovin it? 6/10/25 Jun 10, 2025

Show notes

Sara Eisen, Carl Quintanilla, and David Faber discussed the latest on the markets front as trade talk optimism grows – alongside optimism out of small businesses. What the morning’s earnings are saying about the consumer, along with a break-out of new NFIB data… Plus: Goldman’s Chief U.S. Equity Strategist joined the team with his advice on how to navigate the volatility – and why he expects data to “soften” over the coming months.

Also in focus: a number of individual stock stories this AM… Hear Disney CEO Bob Iger’s thoughts on how they plan to win the streaming wars, following finalized terms to buy out Comcast’s stake in Hulu; The fallout for pharma after RFK Jr. ousted every member of the CDC’s vaccine advisory committee; What to do with Apple shares following a lackluster WWDC presentation; And a deep-dive on a rare double-downgrade to sell of McDonalds.

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Day 2 of U.S.-China Trade Talks, Disney CEO Iger Exclusive, Apple WWDC Reaction 6/10/25 Jun 10, 2025

Show notes

Carl Quintanilla, Jim Cramer and David Faber discussed the markets paying close attention to developments in London, where the U.S. and China

began a second day of trade talks. Disney CEO Bob Iger joined the program exclusively to discuss the company agreeing to pay Comcast an additional

$439 million dollars for its stake in Hulu, giving Disney complete control of the streaming service. Also in focus: Apple WWDC underwhelms Wall Street,

Meta CEO Mark Zuckerberg reportedly hiring to set up a new AI team, Cramer explores stocks taking on "meme" characteristics, McDonald's downgraded again.

Disclosure: Comcast is the parent of NBCUniversal, of which CNBC is a unit.

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Cramer's Morning Take: GE Vernova 6/9/25 Jun 09, 2025

Show notes

Cramer says only serious investors should buy into this energy stock. 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: China-U.S. Trade Talks Latest: Market Implications, Plus Apple WWDC Breakdown 6/9/25 Jun 09, 2025

Show notes

U.S. and Chinese trade officials holding talks in London this morning: Sara Eisen, Carl Quintanilla, and David Faber got the latest from Washington and talked broader implications with longtime market vet Ed Yardeni, who remains bullish on equities here. Plus: Is the IPO market finally thawing? Hear from one expert about the key entrants to watch here, what’s next in the pipeline, and whether the gains can continue overall.

Also in focus: Apple shares on one of their worst YTD runs into their annual WWDC conference. Find out why – and what to watch out for – with one analyst who says their AI strategy is NOT the biggest risk to shares here… Also: key details behind a report that Meta could invest more than $10B into startup Scale AI.

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Markets and U.S.-China Talks, WBD's Split Decision, Apple WWDC Watch 6/9/25 Jun 09, 2025

Show notes

With the S&P 500 coming off a close above 6,000 for the first time since February, Carl Quintanilla, Jim Cramer and David Faber explored what to expect from a new market week -- as U.S.-China trade talks get underway in London. David broke down Warner Bros. Discovery's decision to split into two companies. AI also in the spotlight: From the countdown to Apple's WWDC event on Monday, to Nvidia CEO Jensen Huang's "goldilocks" message on AI. Also in focus: Immigration raid protests in Los Angeles, post-IPO high flyers, two downgrades for Tesla, Meta said to be mulling a multibillion-dollar investment in an AI startup.

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Cramer's Morning Take: CrowdStrike 6/6/25 Jun 06, 2025

Show notes

Cramer says don’t get out of this cybersecurity stock facing a downgrade. 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: May Jobs Report: w/JPMorgan’s Chief Strategist, Goldman’s Chief Economist; Plus: Trump vs. Musk Latest 6/6/25 Jun 06, 2025

Show notes

The economy adding more jobs than expected in May: Sara Eisen, David Faber, and Carl Quintanilla broke down the numbers and what it means for stocks, the Fed, and rates. White House Council of Economic Advisers Chair Stephen Miran kicking off the hour – arguing the economy remains strong here. Plus: Chief Global Strategist for JPMorgan Asset Management David Kelly joined the team with his volatility playbook, which does NOT include the Mag-7 – but a different key sector… In addition: hear Goldman’s Chief Economist with his take on the jobs report.

Also in focus: the gloves come off. President Trump and Elon Musk trading blows publicly as their alliance implodes – and Tesla shares slump. Former Trump Admin insider Marc Short – and Tusk Ventures Bradley Tusk – gave their thoughts on the action and what it could mean for the tech ecosystem at large.

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