David Faber and Jim Cramer started the show by looking ahead to Nvidia’s big AI message, with CEO Jensen Huang set to deliver his keynote address later today. The anchors then shifted to the big deal of the morning; Google-parent Alphabet acquired cybersecurity company Wiz for $32 billion, the company’s largest acquisition ever. The desk also looked ahead to ... Show More
Oct 23
11AM Hour: CrowdStrike CEO, Tech Investor Dan Niles & Moderna's Vaccine Data Leak 10/23/26
CrowdStrike CEO George Kurtz joins to discuss the new web security flaw that was uncovered in the software that runs most of the internet. Then, Niles Investment Management Founder Dan Niles joins to discuss his take on tech earnings. Plus, we speak with William Blair analyst Myl ... Show More
42m 46s
Oct 23
10AM Hour: Apple's Foldable Future, SpaceX Shakes Up Telecom, OpenAI’s New Valuation 10/23/26
Apple hits a record high as its new foldable iPhone Duo officially goes on sale. Longtime Apple blogger John Gruber joins Squawk on the Street to discuss whether the device can move the needle for shareholders. Plus, telecom stocks tumble as Bloomberg reports SpaceX is looking to ... Show More
44m 10s
Oct 23
9AM HOUR: Apple iPhone Duo Hits Stores, Tech Extends Sell-off, Merck CEO "First on CNBC" 10/23/26
Carl Quintanilla, David Faber and Michael Santoli led off the show with Apple's foldable iPhone Duo making its in-store debut. Apple CEO John Ternus greeted customers at the company's store in Austin, Texas.Also in the mix: A live report from outside Apple's flagship store in New ... Show More
45m 30s
Jan 2025
The Moment of Truth for Mega Cap Tech 1/29/25
<p>Scott Wapner and the Investment Committee debate mega cap tech stocks as Meta and Microsoft report earnings tonight amid all the questions about Deepseek and what it means for their AI spend. Plus, the Committee share their latest portfolio moves in Apple, Vertiv, Booz Allen a ... Show More
42m 53s
May 2024
The Great AI Bake Off + Nvidia Earnings Preview with Gene Munster and Deirdre Bosa | Okay, Computer.
Dan Nathan is joined by Gene Munster, Managing Partner at Deepwater Asset Management.This week all eyes look to Nvidia as it reports on Wednesday (3:15) and the conundrum Apple has when it comes to third party AI (13:30).
After the break, Deirdre Bosa joins Dan Nathan for an upd ... Show More
37m 34s