Squawk on the Street

Breaking developments in the energy market as the G7 announces a coordinated 100 million-barrel release, including a major diesel drawdown, aimed at easing supply pressures. Plus, Nike shares sink after weak guidance and more layoffs, prompting one longtime bull to drop his buy rating. And Goldman Sachs Chief Economist, Jan Hatzius, with his first reaction to the jobs report. Squawk on the Street Disclaimer

Carl Quintanilla and Jim Cramer led off the show with the weaker-than-expected September jobs report. Stocks rallied and yields moved lower on the news, which fueled hopes the Fed will stand pat on rates later this month. The anchors reacted to breaking news from Tesla: The EV maker's third-quarter deliveries came in stronger than expected. Nike shares tumbled after the company issued disappointing guidance, posted a Q1 revenue miss amid slump in China sales and announced more layoffs ahead as part of a restructuring. Also in focus: A new name for the soon-to-be combined Paramount-Warner Bros. Discovery; Oil prices fall on reports European countries are mulling the release of diesel and crude reserves; Why memory chip stocks are under pressure; Elon Musk slams Delta's CEO in an X post; Cramer gets a hug from a New York Giants legend. Squawk on the Street Disclaimer

Cramer says he would avoid selling this chipmaker before buyback restrictions end. 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

We speak to Former FTC Chief Technologist Neil Chilson about the agency's new investigation into AI companies including OpenAI and Anthropic. Then, Former Fed Vice Chair Alan Blinder joins with his expectations for the jobs report tomorrow and monetary policy at large. Plus, ahead of Nike earnings, we speak to one of the few analysts with a buy rating on the stock. Squawk on the Street Disclaimer

Citi’s Scott Chronert joins Squawk on the Street to explain why the Fed’s next move may not be another rate hike. Plus, Accenture CEO Julie Sweet gives her first reaction to strong earnings and discusses the company’s new AI safety partnership with Anthropic. And tech analyst Ben Reitzes breaks down Micron results as the stock falls following earnings. Squawk on the Street Disclaimer

Carl Quintanilla and Jim Cramer explored what to expect from the markets in Q4 and October, after a rough month for the Dow and the worst September for the financial sector since 2023. Hear how high Jim thinks Meta shares could go. Micron Chairman & CEO Sanjay Mehrotra joined the program exclusively to discuss AI and the company's blowout quarter, which failed to lift the stock. The global bond sell-off continues, including the U.S. 10-year yield rising to levels not seen since 2002. Also in focus: Crude oil and diesel's 3-month win streak; President Trump's take on a diesel export ban; Surging mortgage rates; What Airbnb CEO Brian Chesky told CNBC about AI doomsday talk; Accenture soars; Outgoing Mattel CEO Ynon Kreiz to become Co-CEO of the combined Paramount-Warner Bros. Discovery once that merger closes. Squawk on the Street Disclaimer

Cramer describes what he wants to see from this chipmaker’s earnings. 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

Schwab CEO Rick Wurster joins to discuss the company's new AI product it announced today and how Meta's Muse agent is impacting the business. Then, David Zervos joins in his first interview since being appointed as the Counselor to the Treasury Secretary. Plus, we preview what to expect from Micron earnings later today. Squawk on the Street Disclaimer

Evercore’s Julian Emanuel joins Squawk on the Street with a new contrarian call for the final stretch of the year. Plus, we look ahead to Micron earnings with one analyst who sees the potential for the stock to nearly double—even after a 275% gain this year. And Eli Lilly shares rise after promising mid-stage data for an experimental obesity-drug combination. Squawk on the Street Disclaimer

Carl Quintanilla and Jim Cramer covered all of the bases on AI, including President Trump saying he and tech titans signed a "morally binding" AI agreement at the White House on Thursday. Check out a montage of tech executives commenting on AI safety -- featuring OpenAI's Sam Altman, Anthropic's Dario Amodei, Nvidia's Jensen Huang and Meta's Dina Powell McCormick. The anchors reacted to tamer than expected inflation data: PCE held steady in August, up 3.4% year-on-year. CoreWeave CEO Mike Intrator joined the show and discussed the company's first customer on Nvidia's Vera Rubin platform. Also in focus: Rising yields setting the stage for October markets; September and Q3 winners and losers; Moderna gets slapped with a "Sell" rating; Microsoft shares poised for their best quarter in 28 years; Mattel picks a new CEO. Squawk on the Street Disclaimer

One week after a friendly summit between Chinese President Xi Jinping and U.S. President Donald Trump, CNBC details an aggressive plot by China to infiltrate one of the United States’ most important institutions: the Federal Reserve. This explosive documentary delves into the incredible saga of a Chinese spy's effort to obtain secrets from the inner confines of the US top bank. It's a tale of sex, money, deceit and betrayal that put some of the country’s vital economic and financial secrets at risk. With exclusive access to new documents, audio, photos and text messages, CNBC's Senior Washington Correspondent Eamon Javers uncovers the story of former Fed economist John Rogers and a Chinese spy posing as an economics student who he befriended in 2013. “Inside Man” is a spy story at the heart of the competition for global economic dominance, posing the question of whether Rogers was a spy himself or an unwitting dupe. Watch the full documentary, read the article and explore excerpts from Rogers’ text message history here: cnbc.com/insideman

Cramer feels this tech giant’s pullback might be ‘buyable’. 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

Carnival CEO Josh Weinstein joins exclusively on the company's latest earnings, which have the stock jumping today. Then, we speak to T. Rowe Price Portfolio Manager Tony Wang about where to find opportunity in the tech sector. Plus, we preview what to expect at OpenAI's Developer Day today. Squawk on the Street Disclaimer

New reports about Anthropic’s S-1 put the AI company’s business and path to the public markets in focus, while OpenAI holds back its latest model over safety concerns. Plus, MongoDB’s Dev Ittycheria joins Squawk on the Street after returning as interim CEO following CJ Desai’s surprise departure to lead Meta’s new enterprise AI push. And Alaska Air Group’s CEO lays out the company’s strategy and outlook from its investor day. Squawk on the Street Disclaimer

Carl Quintanilla and Jim Cramer led off the show with AI on center stage: A Reuters report about Anthropic's IPO prospectus; Tech titans and President Trump set to meet at the White House on Tuesday to discuss AI; A preview of Jim's "Mad Money" interview with Meta President Dina Powell McCormick. The anchors delved into smart ring maker Oura postponing its IPO due to market uncertainty. Also in focus: Netflix gets an upgrade; Carnival surges; AMD's $8.2 billion AI acquisition; Consumer stocks' weakness; MongoDB the day after its shares tumbled on news its CEO was departing for a senior position at Meta. Squawk on the Street Disclaimer

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

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

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

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

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

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

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

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

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

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

Hear a fresh read on the consumer through the eyes of some of America's biggest consumer names: McDonald's and General Mills this hour - along with more on yields hitting multidecade highs, why the CFTC has a new warning for prediction market players, and what Meta's 'Muse' model has to do with recent weakness out of the financials.  Squawk on the Street Disclaimer

Carl Quintanilla, David Faber and Sara Eisen discussed the AI trade that sparked the Nasdaq and Nasdaq 100 to record highs. Meta is one of the big catalysts: Shares continued their week-to-date double-digit surge on news surrounding the company's "Muse" AI agent. McDonald's Investor Day: Hear Carl's exclusive with the company's CEO Chris Kempczinski. Also in focus: KB Home and General Mills fall on earnings; "Faber Report" on an activist hedge fund urging Devon Energy to explore strategic alternatives; Oil in the midst of a five-day losing streak; A live report from Iowa farm country on record high diesel prices as a midterm election campaign issue; President Trump U.N. Speech aftermath; First Lady Melania Trump rings the NYSE opening bell. Squawk on the Street Disclaimer

Box CEO Aaron Levie joins to discuss the growing safety concerns around AI. Then, Bank of America Head of Commodities Francisco Blanch shares his outlook for the oil market and the impact of the war in Iran. Plus, we discuss what to expect at Meta Connect tomorrow as Meta's new AI agent, Muse, gains popularity. Squawk on the Street Disclaimer

President Trump speaks to the UNGA. Among the many topics addressed, energy prices, the war in Iran and the ongoing fighting between Russian and Ukraine. The president also speaking about AI and the ongoing fears about the technology. Squawk on the Street Disclaimer

Carl Quintanilla, David Faber and Sara Eisen covered new record highs for the Nasdaq: The index piggybacking off Monday's AI trade rally fueled by Meta's double-digit gain. The anchors discussed stories involving AI fears and data center jitters, impacting delayed IPOs and politics. David outlined the road ahead for Paramount Skydance after the company reached a settlement with state attorneys general regarding its acquisition of Warner Bros. Discovery. Also in focus: Crude oil prices on track for a fifth consecutive daily decline; New highs for diesel; What JPMorgan Chase CEO Jamie Dimon told CNBC-TV18 in India about inflation; Soccer superstar Kylian Mbappé on why he left Nike for sportswear company On; Netflix downgraded; President Trump at the United Nations to address the U.N. General Assembly. Squawk on the Street Disclaimer

CNBC's Phil LeBeau joins from the highway in Texas as he reaches his final destination on an autonomous trucking trip with the CEO of Aurora. Then, Schneider CEO Jim Filter breaks down the impact of record diesel prices on the business. Plus, Bernstein analyst Stacy Rasgon joins to discuss what's behind the rally in chip stocks today. Squawk on the Street Disclaimer

Wells Fargo downgrades Netflix to underperform, that analyst joins the show to explain what’s behind that call. Plus, legendary Hollywood agent Ari Emanuel on the release of his new memoir. And the CEO of Edison International, one of the largest utilities in the U.S., on the impact of data centers on prices, and the biggest climate risks to the grid. Squawk on the Street Disclaimer

Carl Quintanilla, Kelly Evans and Michael Santoli discussed tech leading a stock rally to begin the week, as both oil prices and bond yields pulled back. The anchors reacted to Nvidia CEO Jensen Huang blasting AI "doomsday narratives" in an interview with CBS News. Warner Bros. Discovery among Monday's biggest gainers, on hopes of a Paramount settlement with California and other states regarding the planned merger between both companies. Also in focus: Accenture shares jump on Anthropic partnership; U.S.-China summit look-ahead; Meta "Muse" effect; Treasury Secretary Bessent talks to CNBC; Media vs. the White House after President Trump's "banning" of MS Now, CNN and Politico; Secretary of State Marco Rubio rings the NYSE opening bell; Phil LeBeau's driverless truck journey. Disclosure: CNBC and MS NOW are divisions of Versant Media. Squawk on the Street Disclaimer

Cramer explains why he’s ‘ready to get rid of’ this industrial technology stock. 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

Ariel Investments Co-CEO John Rogers joins to discuss the impact of Warren Buffett stepping down from his chairman role at Berkshire Hathaway. Then, we break down expectations for the iPhone 18 which hits the stores today. Plus, Dr. Vin Gupta shares the pros and cons of using AI in the medical field. Squawk on the Street Disclaimer

What does Warren Buffett stepping down as Chairman on Berkshire Hathaway mean for the company? Plus, some big moves in the Yen after the Bank of Japan hikes interest rates, looking to get ahead of any inflation. And Nike loses some more star power with Kylian Mbappe announcing he is signing with On as they look to expand into international football. Squawk on the Street Disclaimer

Carl Quintanilla, Jim Cramer and David Faber explored what's next for the markets after Thursday's post-Fed rate hike rally — which marked the best day for the Nasdaq and S&P 500 since early August. The anchors also discussed Warren Buffett stepping down as chairman of Berkshire Hathaway. A big day for Apple: Its iPhone 18 lineup debuted in stores worldwide. Cramer spoke about what Apple CEO John Ternus told him at the company's flagship store in New York City. Also in focus: The Federal Reserve releases an independent review of the 2023 Silicon Valley Bank collapse; Record-high diesel prices' impact on the economy; Netflix downgraded; Wells Fargo bank analyst Mike Mayo's note on financial regulation and the midterms; Big banks in correction territory; All things AI. Squawk on the Street Disclaimer

Palantir CEO Alex Karp joins us exclusively to discuss the growing concerns around AI safety. We also speak to Former Atlanta Fed President Raphael Bostic about the impact of the Fed's rate hike yesterday. Plus, we take a closer look at the rising tensions between President Trump and Canadian Prime Minister Carney after the EU invited Canada to become its first-ever "associate member." Squawk on the Street Disclaimer

Steph Curry joins Squawk on the Street from Bethpage Black to discuss Underrated Golf, his new shoe deal, and the possibility of NBA free agency. Plus, OpenAI discloses more “concerning” behavior from its AI models, raising fresh questions about safety as capabilities advance. And we look at why the options market is signaling the worst of the AI-related stock selloff could be behind us. Squawk on the Street Disclaimer

Carl Quintanilla, David Faber and Sara Eisen discussed what to make of stocks rallying one day after the Fed's first interest rate hike since 2023. Falling oil prices and bond yields added to the positive sentiment on Wall Street. AI safety once again in the spotlight: In a blog post, OpenAI disclosed six new instances of what it calls "unexpected or concerning" behavior in its AI models, along with a new framework to track model "misalignment." Workday shares rallied on David's reporting: According to his sources, the company is continuing its take-private financing efforts. Also in focus: Salesforce's fiscal 2030 revenue target exceeds estimates; Generac soars on a generator deal with Amazon; The king and "AI" — Britain's King Charles meets with Nvidia CEO Jensen Huang and other top executives in Scotland about AI safety. Squawk on the Street Disclaimer

We speak to Senator Richard Blumenthal about how he's looking at regulating AI right now. Then, early Facebook and Google investor Roger McNamee shares why he thinks AI companies are trying to scare the government into saving them. Plus, we break down what's ahead for the crypto industry after the Clarity Act failed to advance in the Senate. Squawk on the Street Disclaimer

Cramer says this tech giant’s new product will be how consumers ‘do everything’. 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

The Defense Department’s Under Secretary for Research and Engineering and CTO, Emil Michael, joins Squawk on the Street as the AI pacing debate intensifies, with Anthropic CEO Dario Amodei doubling down at Dreamforce on the need for a slowdown. Michael leading the Pentagon’s decision to blacklist Anthropic earlier this year. Plus, it’s Fed decision day, with former Atlanta Fed President Dennis Lockhart discussing the outlook for rates. And one industry executive sounds the alarm over soaring fuel costs, comparing the spike to something out of a “science fiction movie.” Squawk on the Street Disclaimer

Carl Quintanilla, Jim Cramer and David Faber discussed the markets bracing for Wednesday's Fed decision on interest rates, with Wall Street expecting a hike for the first time since 2023. Inflation in focus: As diesel prices hit fresh record highs, the anchors weighed on companies warning about fuel prices impacting their bottom lines. Hear how Nvidia CEO Jensen Huang doubled down on the AI doomsday scenario while speaking to Jim on "Mad Money" Tuesday night.  OpenAI CFO Sarah Friar and Salesforce CEO Marc Benioff also joined Cramer on that show with their takes on AI safety. Also in focus: Meta CEO Mark Zuckerberg's social media posts on AI alignment and safety; Strategist Ed Yardeni cuts his year-end S&P 500 price target, retail sales' August rebound, Katy Perry's eye-opening comment to Cramer about AI. Squawk on the Street Disclaimer

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 CNBC Investing Club Disclaimer

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. Squawk on the Street Disclaimer

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

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

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. Squawk on the Street Disclaimer

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

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

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

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

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

Former NEC Director Gary Cohn joins with his reaction to this morning's inflation data and President Trump floating $5,000 payouts to Americans. Then, ServiceNow CEO Bill McDermott joins to discuss the latest warnings around AI. Plus, Goldman Sachs Chief U.S. Equity Strategist Ben Snider shares his take on the market and where he sees opportunity right now. Squawk on the Street Disclaimer

An exclusive with Airbnb CEO Brian Chesky, offering his advice to OpenAI’s Sam Altman and Anthropic’s Dario Amodei as existential concerns around AI grow on Wall Street and beyond. Plus, Compass CEO Robert Reffkin breaks down the housing market as high rates continue to weigh on affordability, and we get Wall Street’s reaction to Apple’s latest product launch—and whether a foldable iPhone can move the needle for investors. Squawk on the Street Disclaimer

Carl Quintanilla and Jim Cramer led off the show with hotter-than-expected wholesale inflation data: The August Producer Price Index rose 5.4% from year-ago levels. WTI Crude joined Brent with prices surpassing $100 per barrel, while diesel prices extended record highs. The anchors reacted to the latest comments from former Anthropic and OpenAI researcher Jacob Coxon, after his social media post stated that "people building AI earnestly believe that it could kill us all by the end of the decade." Also in focus: Apple's new foldable "iPhone Duo" and its $1,999 price tag; What the CEOs of AT&T and CrowdStrike told David Faber at Goldman Sachs' Communacopia conference; Meta gets upgraded; What to expect from Oracle's after-the-bell earnings; President Trump pledges a $5,000 "dividend" to each adult American if the Republicans retain control of the House and Senate in November's midterm elections. Squawk on the Street Disclaimer

Biogen CEO Christopher Viehbacher joins from the Wells Fargo Health Care Conference to discuss the company's drug pipeline and growth outlook. Then, Novartis CEO Vas Narasimhan joins after the company had its third drug trial setback in a week. Plus, we bring you an interview with the CEO of Visa after the company released new data around AI and shopping. Squawk on the Street Disclaimer

Cramer says he likes what this hyperscaler is doing. 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

The CEO of Wells Fargo, Charlie Scharf, live from the company’s 2026 Healthcare Conference in Boston. On the M&A pipeline, the consumer and the risks AI is posing to the industry. Then the CEO of fintech company Chime. After announcing plans to acquire Stride bank for $590M in cash. And the CEO of Charter in his first interview since closing the Cox deal. How he’s trying to turn around a stock that has lost about two thirds of its value since 2022. Squawk on the Street Disclaimer

Carl Quintanilla, Jim Cramer and David Faber reacted to fresh warnings involving AI safety. One Anthropic researcher who resigned from the company accused the startup and its rival OpenAI of "gambling with our lives," while a current Anthropic researcher said he believes there is a more than 10% chance of AI "killing all humans." At the Goldman Sachs Communacopia + Technology Conference in San Francisco, David interviewed CoreWeave CEO Mike Intrator about AI and the data center backlash. Cramer explained the significance of higher oil prices' impact on the markets, after Brent crude surpassed $100/barrel for the first time since July. Also in focus: What to expect from Wednesday's Apple's product event; What Airbnb's CEO told David about AI fears; Shares of Jersey Mike's surge on its first earnings report since going public. Squawk on the Street Disclaimer

Cramer says this chip stock could rise much more. 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

TD Bank U.S. Vice Chair Jeff Solomon joins with his outlook for the market and the broader economy. Then, Bank of America's Global Head of Commodities Francisco Blanch discusses his expectations for oil prices after fresh strikes in the Middle East over the weekend. Plus, we bring you the details of Novartis' trial setback that has the stock plunging today.

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.

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

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

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.

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

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

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

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

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.

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

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

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

Former White House AI and Crypto Czar David Sacks joins to discuss data centers, AI and regulation. Then, Medtronic CEO Geoff Martha breaks down the company's latest quarter and discusses their big bet on robotics surgery. Plus, Needham analyst Laura Martin grades Tim Cook's tenure at Apple as new CEO John Ternus takes the helm today. Squawk on the Street Disclaimer

Global bond yields are on the rise again, putting rates back at the center of the market conversation. Plus, new trial data from Novartis shows promise for its experimental multiple sclerosis drug. And Pennsylvania Governor Josh Shapiro and Chobani CEO Hamdi Ulukaya join Squawk on the Street following the company’s more than $1 billion investment in the state, as Shapiro also discusses his push to rein in the rapid expansion of data centers. Squawk on the Street Disclaimer

After a positive August for stocks, Carl Quintanilla, Jim Cramer and David Faber explored the challenges facing the stock market in September, including moves in Treasurys: The 10-year note yield hit highs not seen since January 2025. According to David's sources, Anthropic agreed to a $35 billion computing deal with Nvidia-backed cloud provider Lambda. The anchors discussed the future for Apple on John Ternus' first day as CEO. Hear what Elon Musk told the G20 meetings about AI and robotics. Also in focus: Oil prices jump as military strikes continue in the U.S.-Iran conflict. Squawk on the Street Disclaimer

Goldman Sachs CEO David Solomon joins exclusively from the G20 to discuss his outlook for the economy, AI, the bond market and much more. Then, Eli Lilly CEO David Ricks also joins from the G20 to discuss the company's new acquisition and the weight loss drug space at large. We also speak to Former CEA Chair Jason Furman about his expectations for the economy and the Fed. Squawk on the Street Disclaimer

Treasury Secretary Scott Bessent joins from the G20 meeting in Asheville, North Carolina to discuss the Iran war, the bond market, AI and much more. We also speak to Apollo Chief Economist Torsten Slok on the market and D.A. Davidson analyst Gil Luria on OpenAI reaching a new ad revenue milestone. Squawk on the Street Disclaimer

David Faber and Jim Cramer discussed stocks under pressure and oil prices spiking after the U.S. and Iran resumed military attacks for the first time in weeks. Hear what Treasury Secretary Scott Bessent and Fed Chairman Kevin Warsh told reporters at the G20 meetings in Asheville, North Carolina. The anchors discussed Tim Cook's legacy — including a montage of Jim's interviews with the outgoing Apple CEO throughout the years — as John Ternus prepares to become the company's chief executive on Tuesday. Also in focus: Why shares of PG&E and other California utilities are plunging; All things OpenAI -- from SpaceX to the Hugging Face incident; Stocks on track for a green August. Squawk on the Street Disclaimer

DWS Group's David Bianco, Neuberger's Ashok Bhatia and Former Chicago Fed President Charles Evans all join with their reactions to Fed Chairman Warsh's speech in Jackson Hole. Then, Niles Investment Management Founder Dan Niles discusses the potential impact of monetary policy on the markets and tech. We also break down Marvell and Gap earnings. Squawk on the Street Disclaimer

We bring you special coverage of Fed Chairman Warsh's Jackson Hole speech with commentary from CNBC's Steve Liesman, Former Fed Governor Randy Kroszner and Schwab Chief Investment Strategist Liz Ann Sonders. Squawk on the Street Disclaimer

Carl Quintanilla, Jim Cramer and David Faber set the stage for Friday's keynote speech by Fed Chairman Kevin Warsh at the Kansas City Fed's economic symposium in Jackson Hole, Wyoming: The anchors explored what's at stake for the markets and the economy.  Nvidia capped a blowout earnings report with a $442 billion surge in valuation, the second-largest one-day gain behind Microsoft's record-setting $450 billion jump in July. Marvell shares fell sharply despite a quarterly beat and raised guidance. Also in focus: PayPal tumbles after Advent and Stripe reportedly abandon their bid to buy the company; Merger partners decide to scrap their $14.5 billion deal; Affirm rallies; Gap soars; Anthropic's legal victory against the Pentagon; More than 100 companies sign on to an open letter calling for "collective action on cyber defense." Squawk on the Street Disclaimer

Cramer says he would still be a buyer of this cybersecurity stock. 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

Revolution Medicines CEO Dr. Mark Goldsmith joins after the company received FDA approval for its pancreatic cancer pill that's priced at roughly $40,000 per month. Then, Goldman Sachs analyst Jim Schneider shares his reaction to Nvidia's latest earnings report that has the stock jumping. Plus, Synopsys CEO Sassine Ghazi joins on the heels of a beat and raise.Squawk on the Street Disclaimer

The show kicked off with a look at Nvidia’s blowout quarter, after the company reported results that topped Wall Street expectations. California Attorney General Rob Bonta also joined the program to discuss Meta’s settlement in the social media addiction case, which could cost the company up to $16.7 billion. Cleveland Fed President Beth Hammack also shared her outlook on the economy and interest rates ahead of Fed Chairman Kevin Warsh’s Jackson Hole speech tomorrow. Squawk on the Street Disclaimer

On a big day for the AI trade, Carl Quintanilla, Jim Cramer and David Faber covered all of the bases on Nvidia's blowout quarter and bullish sales outlook that boosted the stock and the chip sector. Hear what Nvidia CEO Jensen Huang said to Jim on "Mad Money" about the tech giant's growth prospects. Salesforce shares soared on a Q2 beat, raised guidance and an expanded partnership with Anthropic. Also in focus: What Salesforce CEO Marc Benioff and Anthropic CEO Dario Amodei told Cramer on CNBC; CrowdStrike surges; Dollar Tree and Dollar General shares make big moves in opposite directions; Best Buy slides; Fed Chairman Warsh's Jackson Hole speech just one day away; Where's the beef? Why Wendy's shares tumbled. Squawk on the Street Disclaimer

Barclays Global Head of Technology Investment Banking Kristin Peterson joins to discuss her outlook for the IPO market with OpenAI and Anthropic in the pipeline. We also break down the expectations for Nvidia earnings, which are slated for after the bell today. Plus, Citi's Tyler Radke breaks down why he opened a positive catalyst watch on Oracle. Squawk on the Street Disclaimer

This hour: former AG Jonathan Kanter broke down Meta's landmark settlement over claims their products addict children, the team discussed fresh inflation data - and what it means for the Fed, and one retail executive gave his take on the winners and losers out of earnings from the group. Plus: the playbook for huge reports after the bell out of Nvidia and Salesforce.  Squawk on the Street Disclaimer

Cramer believes the idea behind this tech stock being down is ridiculous. 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

Carl Quintanilla, Jim Cramer and David Faber led off the show with breaking news involving a landmark social media addiction case: Meta agreed to pay $16.7 billion in a settlement with a coalition of state attorneys general led by California. The anchors also set the stage for Nvidia's earnings due out after Wednesday's close of trading — and explored what's at stake for both the AI trade and the markets overall. Ahead of Friday's keynote by Fed Chairman Warsh at the Jackson Hole Fed symposium, PCE — the Fed's preferred inflation gauge — rose more than expected in July, with Core PCE matching economists' forecasts. Also in focus: OpenAI claims its new Jalapeño chip outperforms Nvidia processors, Intuit tumbles, Bill Gates' AI warning, Mark Walter’s TWG Global blasts "attacks" and denies fraud amid a federal probe. Squawk on the Street Disclaimer

Nova Scotia Premier Tim Houston joins with his reaction to the escalating trade war between the U.S. and Canada. Then, BMO Chief AI & Quantum Officer Kristin Milchanowski joins to discuss the key trends she's watching and where she sees opportunity right now. Plus, Tanger CEO Stephen Yalof joins with his expectations for the consumer amid the back-to-school shopping season. Squawk on the Street Disclaimer

Top of the hour - hear CNBC's breakdown of Consumer Confidence and New Home Sales data, alongside the latest out of Washington as Iran vows retaliation after the U.S. widened its 'Economic D-Day' sanctions... Plus: JPMorgan's Head of AI Infrastructure financing gave his take on where the industry is headed (despite growing data center backlash) - and more on billionaire investor Stanley Druckenmiller's new warning for the Treasury: let the bond market speak.  Squawk on the Street Disclaimer

Carl Quintanilla, Jim Cramer and David Faber discussed the chip sector rebounding from Monday's weakness, as well as Nvidia looking to snap a seven-day-losing streak — its longest such streak since 2022 — ahead of the chip giant's much-anticipated earnings due out after Wednesday's close of trading. The anchors reacted to Stanley Druckenmiller's op-ed in The Wall Street Journal, in which the legendary hedge fund manager called the Treasury Department's bond intervention a "mistake," adding that the government needs to "let the bond market speak." Shares of Dick's Sporting Goods plunged on lowered guidance: Hear Jim compare the retailer's challenges with Nike's woes. Also in focus: U.S.-Canada trade war intensifies, SpaceX's morning launch, Elon Musk's AI vision, Cramer on beaten-down Netflix shares. Squawk on the Street Disclaimer

NYU Professor Aswath Damodaran joins to discuss why he's saying AI could be having its "bar mitzvah moment" right now. Then, National Cattlemen’s Beef Association CEO Colin Woodall discusses the trade group's opposition to President Trump's new plan to lower beef prices. Plus, Former Philadelphia Fed President Patrick Harker shares his expectations for the Fed's Jackson Hole meeting this week. Squawk on the Street Disclaimer

Atlantic Council CEO Fred Kempe joins to discuss the latest development in the trade war between the U.S. and Canada with President Trump saying he will increase tariffs on Canadian cars and trucks next year. Then, Webull U.S. CEO Anthony Denier joins to discuss the recent crypto rally and the pulse of retail traders right now. Plus, we bring you the latest updates on the Paramount-Warner Brothers merger. Squawk on the Street Disclaimer

David Faber and Jim Cramer led off the show with a report from CNBC that sent bond yields lower: Senior Treasury officials said the department could use its General Account to fund government bond buybacks. The anchors also set the stage for a busy market week ahead: Treasury Secretary Bessent's Monday news conference on U.S. plans for what he called "economic D-day" against Iran; Fed Chairman Warsh's upcoming keynote at the Fed symposium in Jackson Hole, Wyoming; Nvidia leads the earnings parade with quarterly results due out later in the week. U.S.-Canada trade talks fail: President Trump says tariffs on Canadian cars, trucks, auto parts and steel will increase to 50% effective January 1. Also in focus: Sandisk shares tumble; Why California's attorney general canceled its meeting with Paramount. Squawk on the Street Disclaimer

Early Anthropic investor Matt Murphy shares his expectations ahead of the highly anticipated IPO. Then, we speak to the owner of a rare trading card of Dallas Mavericks star Cooper Flagg, which is expected to sell for more than $5 million. Plus, we break down what's behind the rally in cryptocurrencies this week. Squawk on the Street Disclaimer