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CNBC

CNBC’s “Squawk on the Street” with Carl Quintanilla, Jim Cramer, David Faber and Sara Eisen is broadcast from the floor of the New York Stock Exchange, on site at the opening bell with the up-to-the-minute news investors need to know and interviews with the most influential CEOs and greatest market minds.

Squawk on the Street

Oil prices jump as the shortened trading week begins under pressure. Former Defense Secretary Mark Esper joins Squawk on the Street to discuss the latest escalation in the Middle East. Plus, Rockefeller International Chairman Ruchir Sharma warns about the one factor that could derail the AI boom. And we break down the news sending Qualcomm shares higher and what it could mean for the chipmaker’s next phase of growth.

 
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10AM Hour: Stocks Sink as Oil Spikes, Risks for the AI Boom, Qualcomm Inks Data Center Deal with Amazon 9/8/26

Carl Quintanilla and Jim Cramer began the show with OpenAI’s latest warning about the pace of AI development, with the company’s chief scientist saying that “no one is prepared for the consequences of a continued rapid rise in machine intelligence.” The desk also discussed AI beneficiaries, including Qualcomm and Amazon, which announced a new data center infrastructure partnership. After the bell, the anchors highlighted the sharp drop in Novartis shares following three drug trial setbacks.

Squawk on the Street Disclaimer

 
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9am Hour: OpenAI Urges Caution, Qualcomm & Amazon Partnership, Novartis’ Drug Trial Setbacks 9/8/26

Perplexity CEO Aravind Srinivas joins to discuss the company's AI offerings, a new partnership with Nvidia and potential IPO plans. Then, Richmond Fed President Jeffrey Lacker shares his reaction to this morning's jobs number and what it means for the upcoming Fed meeting. Plus, Wells Fargo analyst Ike Boruchow joins to break down Lululemon's latest quarter that has shares plunging today.

Squawk on the Street Disclaimer

 
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11AM Hour: Perplexity CEO, Former Richmond Fed President on Jobs Number & Lululemon Shares Plunge 9/4/26

Lululemon shares plunge after the company cuts its outlook, raising fresh questions about the turnaround and consumer demand. Then Zscaler CEO Jay Chaudhry breaks down the cybersecurity firm’s latest results and weighs in on reports of another hack involving OpenAI agents. Plus, Goldman Sachs Chief Economist Jan Hatzius gives his first reaction to the jobs report and what it means for the economy and the Fed.

 
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10AM Hour: A Tough Stretch for Lululemon, Goldman Sachs Chief Economist, Zscaler CEO on Earnings 9/4/26

Carl Quintanilla, Leslie Picker and Michael Santoli explored market reaction to the much stronger-than-expected August jobs report. National Economic Council Director Kevin Hassett joined the program live from the White House with his take on the numbers, inflation and the case for holding rates steady. Heading into a big holiday travel weekend, AAA said diesel prices hit a new all-time high with a national average of $5.85 per gallon. The anchors discussed Tesla shares falling one day after its Cybercab launch event in Austin, Texas. Also in focus: Volkswagen to cut an additional 50,000 jobs, Lululemon shares plunge on guidance as a new CEO gets ready to take the helm, Adobe chooses a new CEO, Microsoft CEO Satya Nadella sells $43 million worth of company stock, Big tech under fire — Hollywood style.

Squawk on the Street Disclaimer

 
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9AM HOUR: Hassett on Jobs Report, Diesel Hits a Record High, Tesla Cybercab Launch Reaction 9/4/26

NetApp CEO George Kurian joins to break down the data storage company's latest earnings report. Then, QTS Data Centers Co-CEO Tag Greason discusses how he is trying to change the public perception of data center construction. Plus, we bring you a CNBC special report that digs into how cyber criminals are stealing intellectual property from Anthropic and OpenAI.

Squawk on the Street Disclaimer

 

 
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11AM Hour: NetApp CEO on Earnings, Garnering Support for Data Centers & CNBC Special Report: Stealing Anthropic's IP 9/3/26

The CEOs of Snowflake and HPE break down their latest earnings, enterprise IT spending, and the demand for AI integration. Plus, fresh comments from Fed Governor Chris Waller spark debate over a potential rate hike, DoubleLine’s Jeffrey Sherman joins to weigh in on market volatility and what’s ahead for the Fed.

Squawk on the Street Disclaimer

 
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10AM Hour: Snowflake & HPE CEOs, Is a Rate Hike in the Cards? 9/3/26

Carl Quintanilla and Jim Cramer led off the show with the M&A story of the day: Nvidia has agreed to acquire AI platform Hugging Face for nearly $13 billion. Hear what Nvidia CEO Jensen Huang told CNBC about the deal. Also on the AI front: Shares of Broadcom fell despite a Q3 beat, while Snowflake soared on better-than-expected quarterly results and upbeat guidance. The anchors also discussed diesel prices nearing a record high and gasoline prices continuing to rise as the U.S-Iran conflict intensifies. Also in focus: Meta rallies; Microsoft to begin disclosing Azure quarterly revenue; Salesforce shares erase their losses for the year; The debate over data centers with two months to go before the midterm elections.

Squawk on the Street Disclaimer

 
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9AM HOUR: Nvidia Buys Hugging Face, Broadcom Falls While Snowflake Soars, Diesel and Pain at the Pump 9/3/26

Council on Foreign Relations President Emeritus Richard Haass joins to discuss the latest escalations in the war with Iran. Then, Janus Henderson Tech Portfolio Manager Richard Clode shares where he sees opportunity in the tech sector right now. Plus, CNBC's Pippa Stevens joins from America's first enhanced geothermal project in Utah.

 
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11AM Hour: Investing in AI, Tensions with Iran Escalate & Inside Look at America's First Enhanced Geothermal Project 9/2/26

Alberta Premier Danielle Smith joins to discuss the impact of the ongoing U.S.-Canada trade war. Then, Susquehanna analyst Mehdi Hosseini joins to break down Dell's latest earnings report. Plus, CNBC's Brian Sullivan joins from Venezuela as Chevron announced plans to more than double its oil production in the country over the next 5 years.

Squawk on the Street Disclaimer

 
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10AM Hour: Alberta Premier on Tariffs, Dell Jumps on Earnings & Investing in Venezuela 9/2/26

AI spending is hitting record highs, but where are investors placing their bets? On today’s Squawk on the Street, tech analyst Dan Niles explains why he prefers Anthropic over OpenAI, while the team examines the massive capital pouring into artificial intelligence. Plus, Energy Secretary Chris Wright’s comments send oil prices lower, and a closer look at the growing market for private-company shares raises a surprising question: Do retail investors buying SpaceX stock actually own what they think they do?

Squawk on the Street Disclaimer

 
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10AM Hour: AI’s Spending Surge, Oil Slides, and the SpaceX Ownership Question 6/9/26

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