Carl Quintanilla, Jim Cramer and David Faber led off the show with news involving a major supplier to Nvidia and Apple. The White House announced CHIPS Act grants of $6.6 billion to Taiwan Semiconductor, for expansion of the chipmaker's Arizona plants. Commerce Secretary Gina Raimondo and the anchors discussed that funding. Sara Eisen's exclusive interview w ... Show More
Nov 21
Squawk on the Street+ Liberty Media Chairman John Malone 11/21/25
<p>Liberty Media Chairman John Malone sits down with CNBC’s David Faber before he steps down as chairman on January 1, 2026. In this wide ranging conversation, Malone discusses his career as detailed in his memoir, <i>Born to Be Wired: Lessons from a Lifetime Transforming Televis ... Show More
59m 6s
Nov 21
SOTS 2nd Hour: Volatility Picks, Navigating Big Tech, & The Bitcoin Breakdown 11/21/25
<p>Stocks on pace for their worst month since March after Nvidia's turn lower yesterday hit the AI trade:</p><p>Carl Quintanilla, Leslie Picker, and David Faber kicked off the hour with fresh consumer data before breaking down the broader market picture with Cantor Fitzgerald's C ... Show More
43m 31s
Oct 6
OpenAI takes 10% stake in AMD, merger Monday, gold and Bitcoin soar
US stocks rise to new records as OpenAI and AMD (AMD) announce a massive AI computing partnership that includes OpenAI taking a 10% stake in the chipmaker. The deal cements AMD’s position as Nvidia’s (NVDA) top challenger in the race for AI dominance, with OpenAI agreeing to purc ... Show More
24m 4s
Sep 16
Treasury Secretary Scott Bessent: Tariffs, TikTok, & A Duel 9/16/25
<p>On the ground in London for the President’s state visit, Treasury Secretary Scott Bessent discusses tariffs, a potential trade deal with China, Federal Reserve independence, and reports of a spar between himself and Federal Housing Finance Agency Director Bill Pulte. Plus, <a ... Show More
45m 28s
May 2025
Instant Reaction: Nvidia Gives Solid Forecast, Despite China Concerns
Nvidia, the world’s most valuable chipmaker, gave an upbeat revenue forecast for the current period, even as a slowdown in China weighed on results. Sales will be about $45 billion in the second fiscal quarter, which runs through July, the company said on Wednesday. That included ... Show More
15m 9s