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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

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

 
Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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

 
Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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

Carl Quintanilla, Jim Cramer and David Faber discussed inflation fears sending the 10-year note yield to multiyear highs as oil prices remain elevated. The anchors reacted to what Treasury Secretary Scott Bessent said at the G20 meetings about energy prices and the AI data center backlash. Speaking of AI: Dell shares surged on a blowout quarter and upbeat guidance, fueled by stronger AI server demand. 

In Venezuela, Brian Sullivan interviewed Chevron CEO Mike Wirth about the energy giant's plan to invest $7 billion and double production in the South American country over the next five years.

Also in focus: What OpenAI CEO Sam Altman said on a podcast about what he calls "unsustainable silliness"; Shares of CrowdStrike and Palo Alto Networks slide; MongoDB tumbles.

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: Oil and Yields Watch, Dell Surges, Chevron CEO "First on CNBC" in Venezuela 9/2/26

Cramer says investors are being hysterical if they sell shares of this tech giant. 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 Amazon 9/1/26

Stocks selling off as new tariffs on Mexico, Canada, and China rattle investors – Carl Quintanilla, Sara Eisen, and David Faber broke down the latest out of Washington, and talked top picks amid the volatility with one portfolio manager arguing to look at names like TJX and Abbvie here. Plus, why Former Commerce Secretary Carlos Guttierez says “escalation is likely” when it comes to retaliatory measures – and the team discussed what it all could mean for the Fed’s next move.

 

Also in focus: retail earnings out of Target, Best Buy, and more – the stocks D.A. Davidson says to watch here; Apple’s China tariff headwinds; and Blackrock’s new ports deal. 

 

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.

SOTS 2nd Hour: Tariffs Sell-off Breakdown: From Retail to Big Tech to the Fed’s Next Moves 3/4/25

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