Squawk on the Street

Episodes

• 10AM Hour: Nvidia CEO Resignation: Succession Risk, AI Fallout & Market ImpactNovember 12, 2026; 10am: Squawk on the Street covers Jensen Huang’s resignation from NVIDIA, Colette Kress’s interim CEO role, and the immediate market reaction. The hour focuses on succession risk, governance questions, AI supply-chain exposure, and what the shakeup could mean for shareholders, partners, and competitors. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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• 9AM HOUR: Nvidia Shake-Up: Jensen Huang Resigns As CEO 11/12/26Carl Quintanilla, Jim Cramer and David Faber provided wall-to-wall coverage of the day's biggest story: Jensen Huang resigned as Nvidia CEO one day after the New York Times reported he had a second extramarital affair. The chip giant appointed Colette Kress as the interim CEO — she will also maintain her role as CFO while Nvidia searches for a new chief executive. Shares tumbled more than 10% on the news. The anchors explored potential successors to Huang and discussed what's at stake for the company, its stock and the AI trade. Nvidia was hit with numerous Wall Street downgrades, while neocloud stocks such as CoreWeare and Nebius tumbled. Also in the mix: AMD among the chip and tech stocks rising in wake of the Nvidia shake-up. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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• 11AM Hour: Former FBI Agent on Nvidia CEO Scandal, CoreWeave Shares Surge & Jefferies TMT Investment Banking Chair 11/11/26Former FBI Agent Robin Dreeke joins to discuss Nvidia CEO Jensen Huang's scandal and how the agency handles corporate espionage cases. Then, we break down CoreWeave's latest earnings report as shares surge this morning. Plus, Jefferies TMT Investment Banking Executive Chair Jason Greenberg joins with his outlook for tech amid the recent volatility. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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• 10AM Hour: CoreWeave Lifts the Tech Trade, CEO on Demand and Nvidia Partnership, Is the Biggest Risk to the Market Not the AI Trade? 11/11/26The Nasdaq surges following strong results from CoreWeave, with the CEO weighing in on what the numbers signal for the broader AI trade. Plus, Warren Pies explains why he believes the biggest risk to markets isn't artificial intelligence. And Nvidia faces mounting scrutiny as new allegations involving CEO Jensen Huang emerge, fueling calls for his resignation. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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• 9AM HOUR: CoreWeave CEO "First on CNBC" After Stock Soars and Boosts AI Trade, Nvidia Picks Law Firm to Conduct Jensen Huang Probe 11/11/26Carl Quintanilla, Jim Cramer and David Faber led off the show with CoreWeave shares soaring and leading stocks in the AI trade higher on the neocloud's Q3 beat and raised guidance. CoreWeave CEO Mike Intrator joined the program at Post 9 to talk about the company's results, strength in AI compute demand and partnership with Nvidia. Hear what Intrator said about Nvidia CEO Jensen Huang in wake of the chip giant's investigation into Huang's relationship with a suspected Chinese spy. The anchors also discussed Nvidia choosing law firm Wachtell Lipton to conduct the Huang probe, as reports surface about House Republicans considering issuing a subpoena to Huang — and a GOP senator calling for him to step down as Nvidia CEO. Also in focus: OpenAI's revenue growth; Anthropic IPO update; S&P 500 aims for back-to-back daily gains of at least 1%, the NYSE commemorates Veterans Day with a moment of silence. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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• CNBC Investing Club: Cramer's Morning Take on Nvidia 11/10/26Cramer explains the real reason why this tech stock is in free fall. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market’s biggest headlines, analyst calls and holdings in the Charitable Trust – and see up close how they decide when, and if, to take action on stocks. Sign up here: cnbc.com/morningtake CNBC Investing Club Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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• 11AM Hour: Zillow CEO, Oracle CFO & the Road to Anthropic's IPO 11/10/26Zillow CEO Jeremy Wacksman joins to discuss why he says this is one of the toughest housing markets in the last generation. Then, Oracle CFO Hilary Maxson discusses the company's growth plans and AI ambitions. Plus, we break down the latest details of Anthropic's upcoming IPO. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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• 10AM Hour: Anthropic Sets IPO Price Range, Fallout at Nvidia, David Zervos on CPI Print & Calls for Rate Hikes 11/10/26Anthropic sets its IPO price range at $70 to $78 a share, potentially valuing the AI giant at more than $1 trillion. We break down the filing and what it could mean for the broader market. Plus, Nvidia faces fresh pressure amid allegations involving CEO Jensen Huang and a suspected Chinese spy, with corporate governance expert Nell Minow calling for his suspension. And counselor to Treasury Secretary Scott Bessent, David Zervos, reacts to the CPI print and Kansas City Fed President Logan’s call for at least two more rate hikes. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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• 9AM HOUR: Anthropic Sets IPO Price Range, Nvidia Shares Extend Losses on Jensen Huang Investigation 11/10/26Carl Quintanilla, Jim Cramer and David Faber delved into Anthropic's updated IPO filing: The AI giant set a price range between $70 and $78 per share — and outlined plans to price the IPO and go public next week. The company could end up being worth up to $1.4 trillion on a fully diluted basis. The anchors also discussed the future for Nvidia: Shares extended Monday's losses on news of the company's investigation into CEO Jensen Huang's relationship with a suspected Chinese spy. On the inflation front: October CPI came in hotter-than-expected — and Fed Governor Christopher Waller said he supports a December interest rate hike. Also in focus: Why SoftBank shares surged 13%; Skydance tumbles after its first earnings report since the Paramount-WBD merger; CoreWeave earnings preview. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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• 11AM Hour: Goldman Sachs CEO David Solomon, Former Treasury Secretary Jack Lew & Nvidia Investigates CEO Jensen Huang 11/9/26Goldman Sachs CEO David Solomon joins exclusively to discuss the markets, the AI trade and the midterms. Then, Former Treasury Secretary Jack Lew joins with his expectations for the economy. Plus, we break down the latest details of Nvidia's investigation of CEO Jensen Huang for having a relationship with an alleged Chinese spy. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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