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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

The Club tells investors these two chip behemoths are still a buy. 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

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CNBC Investing Club: Cramer’s Morning Take on Chip Stocks 9/15/26

Senator Mark Warner joins to share his recommendations for regulating AI as safety concerns grow around the technology. Then, Former Fed Governor Stephen Miran discusses his expectations for the economy and the Fed ahead of tomorrow's rate decision. Plus, Energy Secretary Chris Wright joins from the G20 energy meeting in Houston to discuss the impact of the Iran War on the oil market.

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11AM Hour: Senator Mark Warner on AI Regulation, Former Fed Governor Stephen Miran & Energy Secretary Chris Wright 9/15/26

The Treasury Secretary testifies in front of the House Financial Services Committee as the market focuses on the 10-year yield which is now above 5% and at its highest level since 2007. Then the CEO of Thermo Fisher, on the company’s M&A strategy, the impact of AI on business and the product pipeline. And Morgan Stanley’s Global co-head of M&A John Collins with his dealmaking outlook.

Squawk on the Street Disclaimer

 
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10AM Hour: Treasury Sec. Bessent Testifies, Thermo Fisher CEO, Morgan Stanley’s M&A Outlook 9/15/26

A coast-to-coast edition of "Squawk on the Street": Carl Quintanilla at the NYSE; David Faber at the Morgan Stanley Global Healthcare Conference in New York; Jim Cramer in San Francisco as the Dreamforce conference enters day one. The anchors discussed President Trump dismissing the idea of new guardrails for AI. He made a surprise phone call to Jensen Huang while the Nvidia CEO was on stage Monday at the All-In Summit in Los Angeles. Hear what Elon Musk said at that event about the dangers of AI. Also in focus: The 10-year yield hits fresh 2007 highs above 5% on day one of the Fed meeting; New all-time highs for diesel; What Broadcom CEO Hock Tan told Jim on "Mad Money" about AI infrastructure; Wells Fargo lowers its year-end S&P 500 target; Bitcoin slides ahead of a Senate vote on the Clarity Act.

Squawk on the Street Disclaimer

 
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9AM HOUR: Trump Dismisses AI Fears, 10-Year Yield Hits Fresh 2007 Highs, the Fed's 2-Day Meeting In Focus 9/15/26

We break down the latest in the AI space as Anthropic CEO Dario Amodei and OpenAI CEO Sam Altman call for a slowdown in development. Then, Former Product Executive at Google and Meta Rob Leathern joins with his reaction to the growing concerns around AI safety. Rapidan Energy CEO Scott Modell also shares his expectations for the oil market as prices head higher today. Plus, we preview what to expect from Apple and OpenAI's court hearing today over its trade secret case.
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11AM Hour: AI Safety Concerns in Focus, Oil Prices on the Rise & Apple and OpenAI Head to Court 9/14/26

Tech leaders are sounding the alarm over the pace of AI development. Early Anthropic investor Byron Deeter joins Squawk on the Street to discuss the calls to slow down—and what that could mean for AI spending and the IPO pipeline. That’s as President Trump takes to social media, saying China is the only one benefiting from a pause. And SambaNova CEO Rodrigo Liang unveils what the company calls the fastest chip for agentic AI and explains how it plans to take on Nvidia.

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: AI Leaders Call for Slowdown, President’s Trump’s Response, CEO of the AI Chip Firm Challenging Nvidia 9/14/26

Carl Quintanilla, David Faber and Sara Eisen covered lots of AI news moving the markets: Chip stocks tumbled after AI industry leaders called for an AI slowdown. Anthropic CEO Dario Amodei set the tone with his essay on the topic. OpenAI CEO Sam Altman and SpaceX and Tesla CEO Elon Musk were among those who agreed with what Amodei wrote. Altman told Fortune he is ruling out an OpenAI IPO for 2026. The anchors also discussed crude oil, gasoline and diesel prices surging ahead of this week's Fed meeting and decision on interest rates. Also in focus: President Trump's take on AI fears, former President Obama reportedly told Democrats to focus on AI oversight, Microsoft's "Humanist AI Code of Conduct," software stocks rally, retail stocks downgraded, 18 years since Lehman Brothers' bankruptcy filing. 

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: AI Leaders Call For Slowdown, Chips Slide, OpenAI's Altman Rules Out 2026 IPO 9/14/26

Former Goldman Sachs CEO Lloyd Blankfein remembers 9/11 on the 25th anniversary today. Then, we discuss what's driving diesel prices to record highs. Plus, we speak to Former OpenAI Researcher Daniel Kokotajlo as concerns around AI ramp up this week.

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: Former Goldman Sachs CEO Lloyd Blankfein, AI Concerns Ramp Up & Diesel Prices at Record Highs 9/11/26

The President speaks at the Pentagon Memorial as the country remembers the 25th anniversary of 9/11. Then we're joined now by Frank Bisignano who served as chief administrative officer at Citigroup in lower Manhattan at the time of the attacks, helped reopen the New York Stock Exchange, and is a founding member of the 9/11 memorial and museum. And later in the hour… a look at the move in Oracle, reversing early gains after earnings. Plus, new reporting on Situational Awareness’ Leopold Aschenbrenner, getting back into the public markets.

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: Remembering 9/11, Oracle Earnings Reaction, Situational Awareness Returns to Public Markets 9/11/26

Carl Quintanilla, Jim Cramer and David Faber remembered a tragic day in U.S. history: 25 years ago, the September 11 terror attacks killed almost 3,000 people. The anchors shared their recollections of that day.

The program aired a montage of how CNBC covered the attacks in 2001. Moments of silence were observed in New York City and at the Pentagon, NYSE, Nasdaq and CBOE. Also in focus: Stocks jump as oil prices pull back; August CPI inflation data ahead of next week's Fed decision on interest rates; Diesel surpasses $6 per gallon for the first time; Oracle shares rallied on a quarterly beat fueled by AI demand; The latest on AI fears; "Faber Report" — sources say Leopold Aschenbrenner's firm Situational Awareness has been buying options positions in certain stocks. Find out which ones David is talking about.

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: Remembering 9/11 25 Years Later, Inflation Watch, Oracle's AI-Fueled Rally 9/11/26

Oil prices plunging as the President signals a potential end to the conflict in Iran and news from the IEA... Evercore's Krishna Guha broke down how to trade it with anchors Carl Quintanilla, Sara Eisen, and Michael Santoli. Plus: why longtime tech investor Ben Reitzes says to not trust software stocks as they see pressure in the early trade... and more on what to do with Oracle ahead of results tonight. 

 

Also in focus: a read from the ground on what a closed Strait of Hormuz means for the global economy with the CEO of logistics company Flexport.

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: What Goes Up... Inside An Oil Price Plunge, Evercore's Vice Chairman, & Don't Trust Software? 3/10/26

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