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45m 45s

9am Hour: SanDisk CEO, SpaceX Climb Cont...

CNBC
About this episode
Carl Quintanilla, Morgan Brennan, and David Faber broke down the massive rally in memory stocks and the AI trade with the CEO of SanDisk; that stock is up more than 3,000% over the last full year of trading. The desk also hit shares of SpaceX, which continue to climb after rallying from their August lows. Also in the mix: the anchors highlighted a U.S. 30-ye ... Show More
Up next
Today
11AM Hour: Disney CEO Josh D'Amaro, Apple's New Texas Facility & Prediction Market Headwinds Grow 8/14/26
Disney CEO Josh D'Amaro joins to discuss his vision for the company, the outlook for parks, streaming strategy and much more. Then, we break down how Apple's newly opened manufacturing site in Texas fits into the company's playbook. Plus, we discuss the latest headwinds facing th ... Show More
43 m
Today
10AM Hour: Wall St. Legend Leon Cooperman, Memory Stocks Bounce Back, OpenAI’s Talent Exodus 8/14/26
Omega Family Office Chairman and CEO Leon Cooperman joins Squawk on the Street to discuss where he sees value with stocks near record highs—and whether the AI trade is becoming a bubble. Plus, a talent exodus at OpenAI raises fresh questions ahead of a potential IPO as new report ... Show More
43m 31s
Yesterday
11AM Hour: CoreWeave & Tapestry CEOs on Earnings & Rick Caruso on Reopening Palisades Village 8/13/26
CoreWeave CEO Andrew Feldman joins to break down the company's latest earnings report that sent the stock tumbling today. Then, Tapestry CEO Joanne Crevoiserat discusses the Coach and Kate Spade parent company's quarterly results. Plus, Rick Caruso joins ahead of the reopening of ... Show More
42m 33s
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