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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

Renaissance Macro Head of Economic Research Neil Dutta shares his outlook for inflation, the Fed and yields. Then, D.A. Davidson analyst Gil Luria discusses Nvidia's new AI safety software as the stock jumps today. Plus, we bring you the details of SpaceX's historic Starship launch this morning.

Squawk on the Street Disclaimer

 
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11AM Hour: Renaissance Macro's Neil Dutta, Nvidia Shares Pop & SpaceX's Historic Launch 9/28/26

A record buyback announcement for Nvidia. What its stock repurchase plans mean for shares. Plus, the company’s new AI safety software. Then the outlook for mortgage rates, with one guest who says 9% isn’t totally out of the question. And what’s behind the pullback in shares of Meta and several other software names.

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.

10AM Hour: Nvidia’s $150B Buyback, Mortgage Rate Outlook, Meta Pulls Back 9/28/26

Carl Quintanilla and Jim Cramer led off the show with a double dose of news from Nvidia: The company said it is adding a record-setting $150 billion to its share repurchase program. The tech giant also unveiled a software platform to prevent AI agents from misbehaving. Hear what Nvidia CEO Jensen Huang told CNBC about the "Open Agent Safety Platform." The anchors discussed stocks under pressure as Treasury yields and oil prices jumped — after President Trump rejected Iran's proposal to reopen the Strait of Hormuz. Shares of MongoDB tumbled after the company announced its CEO C.J. Desai is departing to take a senior position at Meta. Also in focus: Meta's "Muse" rally cools; Walmart's AI message; SpaceX launches its Starship rocket into orbit; Cramer highlights a group of stocks that has more than doubled year-to-date; Anthropic CEO Dario Amodei gets spoofed on NBC's "Saturday Night Live." 

Squawk on the Street Disclaimer

 
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9AM HOUR: Nvidia Adds $150B to Stock Buyback; Oil Prices and Yields Surge; MongoDB CEO Leaves for Meta 9/28/26

Microsoft Copilot EVP Jacob Andreou joins to discuss the AI agent race as they release a new Copilot update today. Then, Guardant Health CEO Helmy Eltoukhy joins after the company received FDA approval for a blood test for breast cancer treatment guidance. Plus, we break down Costco's latest earnings, which have the stock heading higher today.

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.

11AM Hour: Microsoft Copilot EVP, Guardant Health CEO & Costco Jumps on Earnings 9/25/26

This hour: fresh consumer confidence data, investor implications of new headlines when it comes to Iran & China, where AI demand is headed with the CEO of Akamai (who just signed an $11B deal with Anthropic), why Bank of America is calling AI an 'evolutionary risk' for the big banks, and how Nike shares could fall further - according to options traders. 

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.

10AM Hour: Akamai CEO, Trump-Xi Updates, and AI Banks Risks 9/25/26

Carl Quintanilla, Leslie Picker and Michael Santoli delved into the stock market's moves with Treasury yields above 5%. A live report from the White House one day after President Trump's state dinner for Chinese President Xi: Jensen Huang and Elon Musk were among the tech titans in attendance. The anchors reacted to what Huang said on Ezra Klein's podcast about shutting down AI labs. Also in focus: A follow-up on Oracle declaring a "force majeure" on a New Mexico data center project; Meta's "Muse" rally and $2 trillion valuation watch; Akamai surges on Anthropic cloud deal; Microsoft revamps its Copilot app by adding AI tools; Another downgrade for Nike; Costco earnings reaction, oil prices fall on developments surrounding the Iran conflict.

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.

9AM HOUR: 5% Yields Watch; Tech Titans at Trump-Xi Dinner; Oracle's Data Center "Force" 9/25/26

We discuss how Chinese President Xi Jinping's meeting with President Trump today could impact both the chip wars and the global AI race. Then, Coldwell Banker Realty CEO Kamini Lane joins to break down the impact of rising rates on the housing sector. Plus, we bring you the details of OpenAI's latest rogue hack, which targeted an Australian government website.

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.

11AM Hour: U.S.-China Summit Today, Coldwell Banker Realty CEO & OpenAI Hacks Again 9/24/26

Chinese President Xi Jinping arrives at the White House for meetings with President Trump, with trade and the U.S.-China relationship in focus. Plus, as the administration weighs a diesel export ban to combat soaring prices, American Petroleum Institute CEO Mike Sommers explains why he says the move could make matters worse. And Philadelphia Fed President Anna Paulson signals more tightening could be ahead, warning inflation remains well above the Fed’s target.

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.

10AM Hour: China’s Xi Arrives at White House, Why A Diesel Export Ban Could Make Matters Worse, Fed’s Paulson Signals more Rate Hikes 9/24/26

Carl Quintanilla, David Faber and Morgan Brennan explored stocks extending Wednesday's losses and long bond yields rising to levels not seen since 2004. A live report from Beijing as global markets watch developments surrounding the U.S.-China summit between Presidents Trump and Xi. Oracle shares fell sharply on a report which says the company sent a "Force Majeure" notice about a data center project. The anchors discussed Meta debuting new $1,299 VR glasses and a "Muse Charm" handheld device — and reacted to what CEO Mark Zuckerberg said on Joanna Stern's podcast about this month's launch of Meta's "Muse" AI agent. Also in focus: Crude oil and diesel prices rise; Starbucks to close 250 stores; Barry Diller withdraws his takeover bid for MGM Resorts; Aerospace and defense stocks in bear territory.

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.

9AM HOUR: Markets and the Trump-Xi Summit, Oracle Slides, Meta's New Products and "Muse-Mania" 9/24/26

We bring you an exclusive interview with McDonald's CEO Chris Kempczinski where he discusses the company's stock price, current use of AI and the impact of GLP-1s on the business. Then, Okta CEO Todd McKinnon joins to discuss the company's new offerings for AI agents as security concerns grow. Plus, we preview what to expect for President Trump's meeting with Chinese President Xi Jinping tomorrow.

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.

11AM Hour: McDonald's CEO, Okta CEO & Trump-Xi Meeting on Deck 9/23/26

Former NEC Director Gary Cohn joins with his reaction to Fed Chairman Warsh's testimony and shares his outlook for the economy at large. Then, we break down why Apple shares are jumping today. Plus, we bring you the details of Morgan Stanley's latest earnings report.

 
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11AM Hour: Former NEC Director Gary Cohn, Apple Shares Jump & Morgan Stanley Earnings 7/15/26

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