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Episodes from Squawk on the Street

11AM Hour: HPE CEO on Earnings, Generac CEO on Power Deal & IHG CEO on Travel Demand 6/2/26

11AM Hour: HPE CEO on Earnings, Generac CEO on Power Deal & IHG CEO on Travel Demand 6/2/26

The CEO of HPE joins as the stock surges today on the company's biggest earnings beat since 2018. Then, the CEO of Generac discusses the company striking a deal to provide backup power generators to a leading hyperscaler. Plus, the CEO of IHG joins to speak about travel demand and the consumer as the summer travel season kicks off. 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.

Jun 2, 202644 min
CNBC Investing Club: Cramer’s Morning Take on Marvell Technology 6/2/26

CNBC Investing Club: Cramer’s Morning Take on Marvell Technology 6/2/26

Cramer says investors should take some profits in this AI 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 Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data f...

Jun 2, 20263 min
10AM Hour: Nvidia CEO Picks Next Trillion Dollar Company, Robinhood CEO, Early Anthropic Investor on IPO 6/2/26

10AM Hour: Nvidia CEO Picks Next Trillion Dollar Company, Robinhood CEO, Early Anthropic Investor on IPO 6/2/26

Nvidia EO Jensen Huang says Marvell could be the next trillion-dollar company, but one analyst says there is better value elsewhere. Then, the CEO of Robinhood on the company’s expansion into Canada, Agentic AI trading tools and Trump accounts. Plus, an early Anthropic investor joins the show after the company confidentially filed to go public. 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.

Jun 2, 202639 min
9am Hour: AI Trade: Alphabet's $80B Capital Raise, Huang's "Trillion-Dollar" Comment Boosts Marvell, HPE Surges 6/2/26

9am Hour: AI Trade: Alphabet's $80B Capital Raise, Huang's "Trillion-Dollar" Comment Boosts Marvell, HPE Surges 6/2/26

Carl Quintanilla, Jim Cramer and David Faber covered all of the bases regarding the AI trade: Alphabet plans to raise $80 billion in equity capital to fund AI investments, shares of Marvell Technology soared after Nvidia CEO Jensen Huang called the chipmaker the next "trillion-dollar company," Hewlett Packard Enterprise shares surged on a quarterly beat and guidance. The anchors discussed highlights from David's exclusive interviews with OpenAI CEO Sam Altman and Oracle CEO Clay Magouyrk at Stargate's data center in Michigan. Also in focus: President Trump names housing finance chief Bill Pulte as acting director of intelligence, Goldman Sachs says "...

Jun 2, 202646 min
CNBC Investing Club: Cramer’s Morning Take on Nvidia 6/1/26

CNBC Investing Club: Cramer’s Morning Take on Nvidia 6/1/26

Cramer reports on Nvidia jumping into PCs with it's new Arm-based chip. 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 Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data fo...

Jun 1, 20263 min
11AM Hour: Kalshi CEO on Prediction Markets, Former Defense Secretary Mark Esper & Revolution Medicines CEO on Pancreatic Cancer Drug Breakthrough 6/1/26

11AM Hour: Kalshi CEO on Prediction Markets, Former Defense Secretary Mark Esper & Revolution Medicines CEO on Pancreatic Cancer Drug Breakthrough 6/1/26

The CEO of Kalshi joins to discuss the company's latest product announcements and the regulatory environment for prediction markets. Then, Former Defense Secretary Mark Esper helps break down the latest headlines on the war with Iran. We also speak with the CEO of D-Wave Quantum following the U.S. government's recent investment in quantum companies. Plus, the CEO of Revolution Medicines joins to discuss the company's pancreatic cancer drug that nearly doubled survival rates. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about o...

Jun 1, 202643 min
10AM Hour: Taylor Morrison CEO on Sale to Berkshire, Related Digital, Hilton & Bristol Myer Squibb CEOs 6/1/26

10AM Hour: Taylor Morrison CEO on Sale to Berkshire, Related Digital, Hilton & Bristol Myer Squibb CEOs 6/1/26

Berkshire Hathaway announces plans to buy homebuilder Taylor Morrison for $6.8B, we talk with CEO Sheryl Palmer about why the company agreed to be bought. Then the CEO of Related Digital, investing $16B in a Michigan data center, developed for Oracle as part of its Stargate project. Plus, the CEO of Hilton on the consumer and state of the travel industry. And Bristol Myers Squibb, unveiling new lung cancer drug data, its CEO joins us the from the ASCO conference. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and...

Jun 1, 202644 min
9am Hour: Nvidia Jumps Into the PC Market, Softbank's Masa Son on $80B+ AI Investment, Faber at Stargate's Data Center 6/1/26

9am Hour: Nvidia Jumps Into the PC Market, Softbank's Masa Son on $80B+ AI Investment, Faber at Stargate's Data Center 6/1/26

Carl Quintanilla, Jim Cramer and David Faber discussed the AI trade: Nvidia enters the PC space by unveiling a new N1X processor. The announcement gave a boost to shares of Microsoft, Dell, HP and Arm — while putting pressure on the stocks of Intel, AMD and Qualcomm. SoftBank CEO Masayoshi Son spoke to CNBC in Paris about the company's plan to invest more than $80 billion in data centers in France. At Stargate's data center in Michigan, David previewed his exclusive interviews with OpenAI CEO Sam Altman, Oracle CEO Clay Magouyrk and Related Digital Chairman Jeff Blau: Also in focus: Ba...

Jun 1, 202642 min
CNBC Investing Club: Cramer’s Morning Take on Costco 5/29/26

CNBC Investing Club: Cramer’s Morning Take on Costco 5/29/26

Cramer says this company’s valuation may be too high. 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 Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for adve...

May 29, 20263 min
11AM Hour: FCC Chairman Brendan Carr on Battle with Disney, Erin Brockovich on Data Center Concerns & Premier Cancer Treatment Conference Kicks Off 5/29/26

11AM Hour: FCC Chairman Brendan Carr on Battle with Disney, Erin Brockovich on Data Center Concerns & Premier Cancer Treatment Conference Kicks Off 5/29/26

FCC Chairman Brendan Carr joins after Disney filed early license renewal applications for its broadcast stations at the agency's request. Then, Erin Brockovich discusses the environmental concerns around the data center buildout and a new map she created to help track them. Plus, we take a look at what to expect from the American Society of Clinical Oncology's annual meeting, which kicks off 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.

May 29, 202643 min
10AM Hour: Dell Shares Surge, MongoDB CEO, Lead Anthropic Investor 5/29/26

10AM Hour: Dell Shares Surge, MongoDB CEO, Lead Anthropic Investor 5/29/26

Dell shares surge, driven by demand for its Nvidia powered servers, plus a new government contract. It comes after the President said to “Go out and buy a Dell” last month. Then the latest test for software, the CEO of MongoDB after reporting results. And Altimeter Capital Partner Pauline Yang, leading the latest Anthropic funding round, now valued at nearly a trillion dollars. 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.

May 29, 202643 min
9am Hour: Dell Soars on Blowout Quarter, Bulls Rule in May, Bearish Month for Oil 5/29/26

9am Hour: Dell Soars on Blowout Quarter, Bulls Rule in May, Bearish Month for Oil 5/29/26

On the final trading day of May, Carl Quintanilla, Jim Cramer and David Faber led off the show with Dell shares soaring more than 30% on the company's blowout quarter and upbeat outlook. The anchors explored what it all means for the AI trade. They also discussed a bullish month of May and record highs for stocks, as well as the groups that have missed out on this month's rally. WTI Crude on track for its worst month in more than a year amid hopes for a U.S.-Iran peace deal. Also in focus: Chevron's CEO warns of a...

May 29, 202642 min