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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

Berkshire Hathaway makes a major bet on Alphabet, boosting its stake in the second quarter and making the Google parent its third-largest position. On today’s Squawk on the Street, we break down what may be behind the move. Plus, Brown Harris Stevens CEO Bess Freedman explains why she says the pied-à-terre tax is already chilling New York City real estate. And Ferrari’s new EV sets an auction record after its May debut drew skepticism on Wall Street.

Squawk on the Street Disclaimer

 
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10AM Hour: Berkshire’s Alphabet Stake, Real Estate Execs React to NYC Pied-à-Terre Tax, Ferrari EV Sets Auction Record 8/17/26

Carl Quintanilla and Jim Cramer led off the show with tech as a market bright spot: Sandisk, Western Digital and Micron rallied after The Wall Street Journal reported Commerce Secretary Lutnick urged Apple not to buy Chinese memory chips. The anchors discussed Anthropic amid reports its revenue has skyrocketed as the AI startup prepares to go public. President Trump's comments on the Iran war also in the spotlight — from his warning to Oman to him urging Americans to accept higher gas prices. Also in focus: The beaten-down names Cramer believes you should buy now, Nvidia's $21 billion SpaceX stake, OpenAI's president on recent executive departures, Disney's CEO on the company's stock slump, Situational Awareness meltdown fallout. 

 

Squawk on the Street Disclaimer

 
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9AM Hour: Memory Chips Rally, Anthropic's AI Boost, Trump's Message on Iran War and Gas Prices 8/17/26

Disney CEO Josh D'Amaro joins to discuss his vision for the company, the outlook for parks, streaming strategy and much more. Then, we break down how Apple's newly opened manufacturing site in Texas fits into the company's playbook. Plus, we discuss the latest headwinds facing the prediction markets and how they could impact regulation moving forward.

Squawk on the Street Disclaimer

 
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11AM Hour: Disney CEO Josh D'Amaro, Apple's New Texas Facility & Prediction Market Headwinds Grow 8/14/26

Omega Family Office Chairman and CEO Leon Cooperman joins Squawk on the Street to discuss where he sees value with stocks near record highs—and whether the AI trade is becoming a bubble. Plus, a talent exodus at OpenAI raises fresh questions ahead of a potential IPO as new reports shed light on the company’s financials. And memory stocks rebound, helped by a rally in SanDisk. The CEO laying out the company’s strategy to CNBC.

Squawk on the Street Disclaimer

 
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10AM Hour: Wall St. Legend Leon Cooperman, Memory Stocks Bounce Back, OpenAI’s Talent Exodus 8/14/26

Carl Quintanilla, Morgan Brennan, and David Faber broke down the massive rally in memory stocks and the AI trade with the CEO of SanDisk; that stock is up more than 3,000% over the last full year of trading. The desk also hit shares of SpaceX, which continue to climb after rallying from their August lows. Also in the mix: the anchors highlighted a U.S. 30-year bond auction that came at the highest borrowing costs in 25 years.

Squawk on the Street Disclaimer

 
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9am Hour: SanDisk CEO, SpaceX Climb Continues, Bond Market Signals 8/14/26

CoreWeave CEO Andrew Feldman joins to break down the company's latest earnings report that sent the stock tumbling today. Then, Tapestry CEO Joanne Crevoiserat discusses the Coach and Kate Spade parent company's quarterly results. Plus, Rick Caruso joins ahead of the reopening of the Palisades Village after a more than $100 million rebuild following the LA wildfires.

Squawk on the Street Disclaimer

 
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11AM Hour: CoreWeave & Tapestry CEOs on Earnings & Rick Caruso on Reopening Palisades Village 8/13/26

Databricks CEO Ali Ghodsi joins Squawk on the Street with new financials after closing a $5 billion funding round at a $190 billion valuation, discussing growth and a possible IPO timeline. Plus, Bullish CEO Tom Farley weighs in on the beaten-down crypto market after the exchange’s latest results. And two of the world’s largest container shipping companies detail how the closure of the Strait of Hormuz is disrupting global trade and supply chains.

Squawk on the Street Disclaimer

 
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10AM Hour: Databricks CEO on New Funding Round & IPO Timeline, Bullish CEO Tom Farley, Shippers Detail Hormuz Disruption 8/13/26

Carl Quintanilla, Jim Cramer, and David Faber discussed this morning’s PPI print, with wholesale prices coming in flat in July, below expectations. They then turned to tech, bringing in Cisco Chair & CEO Chuck Robbins to discuss the company’s latest earnings; shares fell despite a beat and record revenue. Later in the hour, Cramer discussed Tapestry’s rough quarter after the stock dropped double digits following the open.

Squawk on the Street Disclaimer

 
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9am Hour: Cisco CEO Chuck Robbins, PPI Print, Tapestry Tanks 8/13/26

Cramer says this semiconductor giant’s stock has a very good chance of breaking out. 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

 
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CNBC Investing Club: Cramer’s Morning Take on Nvidia 8/12/26

Former Treasury Secretary Jack Lew joins with his reaction to this morning's inflation data and the recent U.S.-Japan Yen intervention. Then, Quantinuum CEO Raj Hazra joins to break down the company's first earnings report since going public in June. Plus, we bring you the details of Google's new Pixel lineup and how it ramps up the competition ahead of Apple's September hardware event.

 
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11AM Hour: Former Treasury Secretary Jack Lew, Quantinuum CEO on Earnings & Google's New Pixel Lineup 8/12/26

Carl Quintanilla, Jim Cramer and David Faber led off the show with Disney shares up sharply after the company announced a restructuring, including plans to cut about 7,000 jobs and $5.5 billion in costs. In an exclusive, David interviewed Disney CEO Bob Iger. They discussed Iger's transformation strategy and his return to the company as CEO, streaming subscriber losses and the proxy battle with activist investor Nelson Peltz. Following the Iger interview, Peltz called into the program and said "the proxy fight is over." 

 
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Exclusive With Disney CEO Bob Iger, Nelson Peltz Says "The Proxy Fight Is Over" 2/9/23

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