Squawk Pod

The morning after President Trump signed an executive order for a national AI regulatory standard, the White House’s senior policy advisor on AI Sriram Krishnan explains the administration’s AI agenda. Senator Dave McCormick (R-Pennsylvania) discusses both AI legislation and the health care battle underway in the Senate, just weeks before ACA subsidies expire. Plus, President Trump may sign an executive order to reclassify marijuana, and AI tech stocks are sliding. Eamon Javers - 9:55 Sen. Dave McCormick - 18:19 Sriram Krishnan - 33:08 In this episode: Sriram Krishnan, @sriramk Dave McCormick, @SenMcCormickPA Eamon Javers, @eamonjavers Michael Santoli, @michaelsantoli Becky Quick, @BeckyQuick Andrew Ross Sorkin, @andrewrsorkin

Transcribed - Published: 12 December 2025

President Trump has signed executive orders on AI, the Federal Reserve has voted to reelect 11 of its dozen federal bank presidents, Costco shares are slightly lower after that company’s quarterly report, NASCAR has settled an antitrust lawsuit brought by two of its teams, including one owned by Michael Jordan, and Elon Musk has confirmed reports that SpaceX plans to IPO next year. Squawk Box is hosted by Joe Kernen, Becky Quick and Andrew Ross Sorkin. Follow Squawk Pod for the best moments, interviews and analysis from our TV show in an audio-first format.

Transcribed - Published: 12 December 2025

The Federal Reserve has announced a 25 basis point rate cut as President Trump inches closer to naming his pick for next Federal Reserve chair. CNBC’s Sharon Epperson explains the decision’s impact on consumers and personal finance. Senator Elizabeth Warren (D-Massachusetts) discusses the independence of the Fed and Netflix’s proposed acquisition of Warner Bros. Discovery assets. Famed “big short” investor Steve Eisman shares his perspective on the markets, including the AI thesis that he’s “paying attention to every day.” Eisman also gives a personal PSA after his breast cancer diagnosis. Plus, Oracle shares tumbled after reporting its quarterly numbers, the U.S. has seized an oil tanker off the coast of Venezuela, and Cisco stock eclipsed a record set in 2000. Sharon Epperson - 16:06 Steve Eisman - 19:58 Senator Elizabeth Warren - 34:55 In this episode: Elizabeth Warren, @SenWarren Sharon Epperson, @sharon_epperson Becky Quick, @BeckyQuick Joe Kernen, @JoeSquawk Andrew Ross Sorkin, @andrewrsorkin Katie Kramer, @Kramer_Katie

Transcribed - Published: 11 December 2025

Congressman Josh Gottheimer (D-New Jersey) is co-leading his party’s congressional commission on AI, and he highlights bipartisan efforts to legislate AI and technology safety. Former SEC Chair Jay Clayton, now U.S. Attorney for the Southern District of New York, discusses AI regulation and affordability and crime in the city. Plus, President Trump is inching closer to announcing his pick for Fed Chair and CNBC’s Emily Wilkins reports on the Republican reactions to President Trump’s plan to allow Nvidia to sell H200 chips to China. Emily Wilkins - 6:48 Jay Clayton - 18:19 Rep. Josh Gottheimer - 44:51 In this episode: Emily Wilkins, @emrwilkins Josh Gottheimer, @RepJoshG Becky Quick, @BeckyQuick Joe Kernen, @JoeSquawk Andrew Ross Sorkin, @andrewrsorkin Katie Kramer, @Kramer_Katie

Transcribed - Published: 10 December 2025

The price of Warner Brothers Discovery could creep higher as both Paramount and Netflix ready to up their offers in a possible bidding war, computer memory maker and Nvidia supplier SK hynix is considering listing shares in the U.S., Disney is nominating former Apple executive Jeff Williams to join its board, Eli Lilly will spend $6 billion to build a manufacturing plant in Alabama, and European company Delivery Hero says its evaluating its strategic options after a stock slump. Squawk Box is hosted by Joe Kernen, Becky Quick and Andrew Ross Sorkin. Follow Squawk Pod for the best moments, interviews and analysis from our TV show in an audio-first format.

Transcribed - Published: 10 December 2025

Walmart is now the largest company to switch its public listing exchange, debuting trading on the Nasdaq today. Walmart CEO Doug McMillon discusses his soon-ending tenure and the company’s new focus on AI and technology. Then, Republican strategist Scott Jennings discusses capitalism, the evolution of conservatism in the United States, and his new book, “A Revolution of Common Sense.” Plus, President Trump will allow Nvidia to ship its H200 AI chips to approved customers in China, Paramount Skydance CEO David Ellison has launched a hostile bid for Warner Brothers Discovery after the WBD announced Netflix as its winning bidder. Doug McMillon - 17:57 Scott Jennings - 34:57 In this episode: Becky Quick, @BeckyQuick Joe Kernen, @JoeSquawk Andrew Ross Sorkin, @andrewrsorkin Katie Kramer, @Kramer_Katie

Transcribed - Published: 9 December 2025

Sitting National Economic Council Director Kevin Hassett is shortlisted to be the next chair of the Federal Reserve. Director Hassett weighs in on monetary policy–despite not being in the role quite yet. As the media world digests Netflix’s winning bid for Warner Brothers Discovery’s film and streaming assets. Former MTV president Michael Wolf explains Netflix’s position in the industry and the battle for eyeballs. Plus, Elon Musk is firing back at the European Union after the bloc fined X $140m, and changes are afoot at Berkshire Hathaway just as Warren Buffett readies to hand the CEO reins to his successor Greg Abel. Kevin Hassett - 20:47 Michael Wolf - 39:27 In this episode: Becky Quick, @BeckyQuick Joe Kernen, @JoeSquawk Andrew Ross Sorkin, @andrewrsorkin Katie Kramer, @Kramer_Katie

Transcribed - Published: 8 December 2025

IBM is reportedly in talks to acquire Confluent, CRH, Carvana, and Comfort Systems are being added to the S&P 500, the Trump administration will forgive the remaining $11m civil fine against Southwest Airlines, the Trump administration will unveil its aid package for farmers, and “Five Nights at Freddy’s 2” won the box office this weekend. Squawk Box is hosted by Joe Kernen, Becky Quick and Andrew Ross Sorkin. Follow Squawk Pod for the best moments, interviews and analysis from our TV show in an audio-first format. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Transcribed - Published: 8 December 2025

Netflix has reached a deal to buy Warner Brothers Discovery film and streaming assets, ending a dramatic bidding war between Paramount Skydance, Comcast, and Netflix. Andrew Ross Sorkin, Becky Quick, and Joe Kernen examine the terms, the break-up fees, the regulatory risks, and the math for shareholders with CNBC’s David Faber. Together, they consider whether Paramount Skydance owner David Ellison will pay the breakup fee and what players are willing to pay for key intellectual property. Entertainment journalist and Puck founding partner Matt Belloni offers his insight from sources inside Hollywood and warns, many creatives in the industry are not happy about the deal. David Faber - 10:41 Matt Belloni - 21:05 In this episode: Matt Belloni, @MattBelloni David Faber, @davidfaber Becky Quick, @BeckyQuick Joe Kernen, @JoeSquawk Andrew Ross Sorkin, @andrewrsorkin Cameron Costa, @CameronCostaNY

Transcribed - Published: 5 December 2025

Docusign shares fell even after the company raised its full year outlook, Hewlett Packard Enterprise missed Wall Street’s expectations for its fourth quarter revenue, shares of Ulta Beauty are on the rise after the company raised its forecasts for full year revenue, Apple has announced key leadership transitions, and Costco is adding President Biden’s Commerce Secretary Gina Raimondo to its board after announcing a lawsuit against the Trump administration over tariffs earlier this week. Squawk Box is hosted by Joe Kernen, Becky Quick and Andrew Ross Sorkin. Follow Squawk Pod for the best moments, interviews and analysis from our TV show in an audio-first format.

Transcribed - Published: 5 December 2025

The 2025 New York Times DealBook Summit has wrapped, and Andrew Ross Sorkin is back on the Squawk Box set to discuss the highlights with Joe Kernen. He shares the best moments from interviews with Israeli Prime Minister Benjamin Netanyahu, Palantir’s Alex Karp, Anthropic’s Dario Amodei, California Governor Gavin Newsom, Turning Point USA’s Erika Kirk, and Treasury Secretary Scott Bessent. Secretary Bessent, separately, is reportedly in consideration to lead the National Economic Council, should current NEC director Kevin Hassett be named the next Federal Reserve Chair. Then, former FDA Commissioner Dr. Scott Gottlieb discusses his concerns about the Trump administration’s approach to regulating vaccines. Dr. Scott Gottlieb - 17:27 In this episode: Joe Kernen, @JoeSquawk Andrew Ross Sorkin, @andrewrsorkin Cameron Costa, @CameronCostaNY

Transcribed - Published: 4 December 2025

Investor Anthony Scaramucci discusses bitcoin’s rebound and his optimistic outlook for Solana, one of the digital assets he believes will stand the test of time. Online creator Mark Rober has amassed a YouTube following of 72 million people, and now he’s taking his fun science lessons to Sesame Street. The former NASA engineer explains his business model and his next projects, including a collaboration with Elmo and a curriculum for science teachers. Plus, CNBC’s Courtney Reagan reports on a new outlook from Macy’s, President Trump will announce his pick for the new Federal Reserve Chair in early 2026, and American Eagle’s Sydney Sweeney denim campaign may have been a boon to its holiday business. Anthony Scaramucci - 16:19 Mark Rober - 28:42 In this episode: Mark Rober, @MarkRober Anthony Scaramucci, @Scaramucci Courtney Reagan, @CourtReagan Becky Quick, @BeckyQuick Joe Kernen, @JoeSquawk Katie Kramer, @Kramer_Katie

Transcribed - Published: 3 December 2025

Chipmaker Marvell is on the rise thanks to strong quarterly earnings and an acquisition announcement, identity-management firm Okta is lower despite beating earnings and revenue projections, reports say the Trump administration will propose weakening fuel efficiency standards, Saudi Arabia’s public investment fund will own more than 90% of videogame maker Electronic Arts and the search for the missing Malaysia Airlines Flight MH370 will resume … more than a decade after the jet disappeared. Squawk Box is hosted by Joe Kernen, Becky Quick and Andrew Ross Sorkin. Follow Squawk Pod for the best moments, interviews and analysis from our TV show in an audio-first format.

Transcribed - Published: 3 December 2025

Michael and Susan Dell have gifted $6.5 billion to 25 million investment accounts for American children, adding momentum to the Invest America Act. Tech investor Brad Gerstner has long been a proponent of this initiative, and he explains how and why it will work for Americans and the American capitalist system. Then, chairman of Heaven Hill Max Shapira discusses how the largest family-owned and operated distillery in the U.S. has weathered 90 years of changes in consumer tastes and liquor regulation. Plus, OpenAI’s Sam Altman has declared a “code red” in the face of ChatGPT competition, Costco is suing the Trump administration over tariffs, and crypto has suffered a massive plunge. Eamon Javers - 10:37 Brad Gerstner - 15:40 Max Shapira - 40:17 In this episode: Eamon Javers, @eamonjavers Brad Gerstner, @altcap Joe Kernen, @JoeSquawk Becky Quick, @BeckyQuick Cameron Costa, @CameronCostaNY

Transcribed - Published: 2 December 2025

Amid Black Friday, Small Business Saturday, and Cyber Monday sales, owner of The Locavore Caroline Weaver discusses consumers shopping locally this holiday season. President Trump told reporters over the weekend that he’s decided on his pick for the next Fed Chair, prompting renewed conversation about reported front-runner Kevin Hassett. Economist Mohamed El-Erian considers the big economic picture, including the Federal Reserve’s path forward. Plus, Nvidia is taking a $2 billion stake in Synopsys and an Airbus glitch affected planes flying over the holiday weekend. Caroline Weaver - 15:40 Mohamed El-Erian - 23:28 In this episode: Mohamed El-Erian, @elerianm Becky Quick, @BeckyQuick Joe Kernen, @JoeSquawk Katie Kramer, @Kramer_Katie

Transcribed - Published: 1 December 2025

The 5 things you need to know before the stock market opens today: President Trump says he’s made his choice for next chair of the Federal Reserve, Disney had brought in more than $500 million globally on the “Zootopia 2” box office, South Korean police are investigating a data breach at e-commerce site Coupang, data analytics firm Databricks is in talks to raise $5 billion at a valuation topping $134 billion, and UnitedHealth Group will reportedly sell off its last South American business. Squawk Box is hosted by Joe Kernen, Becky Quick and Andrew Ross Sorkin. Follow Squawk Pod for the best moments, interviews and analysis from our TV show in an audio-first format.

Transcribed - Published: 1 December 2025

Black Friday kicks off the official holiday shopping season. Shopify president Harley Finkelstein shares his platform’s real-time shopping data and highlights the shifting trends among shoppers in 2025. So far this Black Friday, consumers are buying skincare, athletic wear, and vitamins and supplements. On Amazon, the platform’s head of Prime Video U.S. global sports and advertising Jay Marine discusses Black Friday football streams and holiday shopping deals. CNBC’s senior retail reporter Courtney Reagan is covering the holiday from a New Jersey mall; though the cadence of shopping has shifted over the years, Reagan reports on the longstanding importance of Black Friday for retailers. Plus, Russian President Vladimir Putin is ready for “serious” peace talks with Ukraine, and a data center issue caused a major outage at the Chicago Mercantile Exchange. Courtney Reagan - 14:45 Harley Finkelstein - 19:12 Jay Marine - 26:34 In this episode: Harley Finkelstein, @harleyf Jay Marine, @jaymarine Courtney Reagan, @CourtReagan Robert Frank, @robtfrank Steve Liesman, @steveliesman Becky Quick, @BeckyQuick Cameron Costa, @CameronCostaNY

Transcribed - Published: 28 November 2025

The 5 things you need to know before the stock market opens today: the CME temporarily halted trading for futures, foreign exchanges, and commodities due to a data center issue, the SEC is investigating Jefferies’s relationship with a bankrupt auto parts maker, Alibaba has begun selling its AI smart glasses in China, Apple is challenging India’s antitrust penalty law, and Disney’s ‘Zootopia 2’ clocked the biggest opening day in China for any Hollywood animated film. Squawk Box is hosted by Joe Kernen, Becky Quick and Andrew Ross Sorkin. Follow Squawk Pod for the best moments, interviews and analysis from our TV show in an audio-first format.

Transcribed - Published: 28 November 2025

As Americans prep their Thanksgiving feasts, one hotline is bracing for its busiest day of the year. Nicole Johnson, director of the Butterball Turkey Talk-Line, explains the most common turkey questions. Then, Harvard professor Arthur Brooks shares advice for navigating family dynamics, handling holiday anxiety, and finding common ground at the dinner table. Plus, Nvidia says its GPUs are a generation ahead of Google’s AI chips, and Campbell’s Soup responds to leaked audio claiming its food is made for “poor people.” Arthur Brooks 13:34 Nicole Johnson 21:14 In this episode: Nicole Johnson, @butterball Arthur Brooks, @arthurbrooks Becky Quick, @BeckyQuick Andrew Ross Sorkin, @andrewrsorkin Cameron Costa, @CameronCostaNY

Transcribed - Published: 26 November 2025

The 5 things you need to know before the stock market opens today: after quarterly results, Urban Outfitters is trading higher and shares of Deere, HP, and Workday are lower. Plus, Medicare negotiated lower prices for over a dozen covered medications including Ozempic. Squawk Box is hosted by Joe Kernen, Becky Quick and Andrew Ross Sorkin. Follow Squawk Pod for the best moments, interviews and analysis from our TV show in an audio-first format.

Transcribed - Published: 26 November 2025

Treasury Secretary Scott Bessent discusses the U.S. relationship with China after President Trump’s call with President Xi. In a wide-ranging interview, Sec. Bessent addresses the global soybean trade, the upcoming announcement of a new Federal Reserve Chair, and the economic future of America. Then, longtime Democratic Presidential Campaign advisor James Carville discusses his own party’s future. Carville wants Democrats to embrace economic rage and run on a platform of populism–the party’s path out of its current ‘abyss.’ Plus, Google is reportedly pitching its own AI chips to customers, and NYC Mayor-elect Mamdani is positioning his transition team ahead of a January 1 start. Secretary Scott Bessent - 15:57 James Carville - 34:12 In this episode: Scott Bessent, @SecScottBessent James Carville, @JamesCarville Becky Quick, @BeckyQuick Andrew Ross Sorkin, @andrewrsorkin Katie Kramer, @Kramer_Katie

Transcribed - Published: 25 November 2025

New York City Mayor-elect Mamdani and President Trump met at the Oval Office, Russia-Ukraine peace talks are underway in Geneva, and Treasury Secretary Scott Bessent has teased an announcement from the Trump administration on health care. Agriculture Secretary Brooke Rollins discusses rising cost pressures on Americans and addresses concerns about aid for farmers who’ve been hit by tariffs. Plus, chef, restaurateur, TV host, and author Lidia Bastianich is cooking up meals that nourish body and spirit this holiday season. She discusses rising costs for consumers and shares her methods for satisfying moments around the dinner table–including a tip for extra special turkey. Sec. Brooke Rollins - 16:03 Lidia Bastianich - 31:16 In this episode: Brooke Rollins, @SecRollins Joe Kernen, @JoeSquawk Becky Quick, @BeckyQuick Andrew Ross Sorkin, @andrewrsorkin Cameron Costa, @CameronCostaNY

Transcribed - Published: 24 November 2025

The 5 things you need to know before the stock market opens today: airports expect the busiest day of the holiday travel week to be the Sunday after Thanksgiving, DOGE has been officially dissolved ahead of schedule, Kohl's is keeping its interim CEO on as CEO proper, the FBI is investigating a hack of SitusAMC, a technology vendor for real estate lenders, and Eli Lilly has become the first health care company to reach a $1 trillion market cap. Squawk Box is hosted by Joe Kernen, Becky Quick and Andrew Ross Sorkin. Follow Squawk Pod for the best moments, interviews and analysis from our TV show in an audio-first format.

Transcribed - Published: 24 November 2025

Affordable Care Act health insurance premiums expire on December 31st, but Congress has yet to come to a bipartisan agreement on policy ahead of that deadline. House Minority Leader Hakeem Jeffries (D-NY) explains his party’s strategy and the affordability crisis for many Americans. Former CEO of the Cleveland Clinic Dr. Toby Cosgrove has hope for AI’s impact on health care costs; he discusses the future of hospitals and medical innovation. Plus, leaders in the industry have penned a concerned letter to President Trump, the HHS, and the FDA about rare disease research and investment. Outside of health care, President Trump will lower tariffs on some Argentinian food products, and Ukrainian President Volodymyr Zelenskyy will work with the U.S. on a peace plan between Russia and Ukraine. Rep. Hakeem Jeffries - 13:48 Dr. Toby Cosgrove - 26:16 In this episode: James Lankford, @SenatorLankford Hakeem Jeffries, @RepJeffries Becky Quick, @BeckyQuick Andrew Ross Sorkin, @andrewrsorkin Cameron Costa, @CameronCostaNY

Transcribed - Published: 21 November 2025

The 5 things you need to know before the stock market opens today: Netflix, Paramount and Comcast have all submitted bids for Warner Brothers Discovery, Nvidia shares under pressure have driven the markets lower, prediction market Kalshi has raised $1 billion in its latest fundraising round, the CEO of CrowdStrike has taken a stake in the Mercedes Formula One team, and a painting by Frida Kahlo sets records for female artists at auction. Squawk Box is hosted by Joe Kernen, Becky Quick and Andrew Ross Sorkin. Follow Squawk Pod for the best moments, interviews and analysis from our TV show in an audio-first format.

Transcribed - Published: 21 November 2025

Bridgewater founder Ray Dalio addresses investor concerns about economic bubbles, both in AI and in the broader markets. Part interview, part historical markets lesson, Dalio shares his perspective on the biggest risks to the American economy and on a well-balanced portfolio in this environment. Plus, Nvidia beat Wall Street expectations for its third quarter, buoying the stock and the major averages. CNBC’s Kristina Partsinevelos breaks down the report and CEO Jensen Huang’s comments to investors, and CNBC’s Emily Wilkins reports on the Trump administration’s plans for AI regulation. Kristina Partsinevelos - 2:24 Emily Wilkins - 12:05 Ray Dalio - 16:39 In this episode: Kristina Partsinevelos, @KristinaParts Emily Wilkins, @emrwilkins Becky Quick, @BeckyQuick Andrew Ross Sorkin, @andrewrsorkin Cameron Costa, @CameronCostaNY

Transcribed - Published: 20 November 2025

Ahead of the U.S.-Saudi Investment Forum at The Kennedy Center in Washington, DC, President Trump received Saudi Arabia Crown Prince Mohammed bin Salman at The White House for a meeting and a star-studded dinner with dozens of business leaders including Tim Cook and Elon Musk. Nvidia’s third quarter earnings are looming over markets this week, particularly after the company’s investment in Anthropic, alongside Microsoft. Chief economics commentator for The Wall Street Journal Greg Ip compares today’s AI revolution to the dotcom bubble of the 1990s. He argues that the energy is different nowadays: it’s “joyless” instead of optimistic, and the public is now more suspicious of innovation. Plus, Tom Freston co-founded MTV and served as CEO of both MTV and Viacom. The veteran media executive discusses his new memoir “Unplugged” and MTV’s legacy in music and storytelling. Eamon Javers - 05:57 Greg Ip - 24:14 Tom Freston - 33:59 In this episode: Greg Ip, @greg_ip Eamon Javers, @eamonjavers Joe Kernen, @JoeSquawk Andrew Ross Sorkin, @andrewrsorkin Katie Kramer, @Kramer_Katie

Transcribed - Published: 19 November 2025

The 5 things you need to know before the stock market opens today: Nvidia third quarter results are due after the bell, Congress approved legislation to compel the Department of Justice to release all records related to the late sex offender Jeffrey Epstein, the Trump Administration is working on shutting down the Department of Education, an airline trade group wants plans to pay air traffic controllers in future government shutdowns, and a massive sale at Sotheby’s – a Gustav Klimt painting sells for more than $236 million. Squawk Box is hosted by Joe Kernen, Becky Quick and Andrew Ross Sorkin. Follow Squawk Pod for the best moments, interviews and analysis from our TV show in an audio-first format.

Transcribed - Published: 19 November 2025

Saudi Crown Prince Mohamed bin Salman visits the White House today; his first visit since the 2018 killing of journalist Jamal Khashoggi. Retired 4-star General David Petraeus describes the high stakes of the event and the shifting politics in the Middle East. The complex web of connections to the late sex offender Jeffrey Epstein has revealed private communications between Epstein and former Treasury Secretary Larry Summers, causing Summers to announce a pull-back from public appearances – as the house readies for a vote to ask the President to release more full files. Emily Wilkins reports on Senate Republicans’ new goal to lower health care costs. And, how’d he do it? Mentalist Oz Pearlman reads minds – and the results are stunning. Emily Wilkins - 14:15 Davvd Petraeus - 20:45 Oz Pearlman - 31:12 In this episode: Emily Wilkins, @emrwilkins Oz Pearlman, @OzTheMentalist Joe Kernen, @JoeSquawk Andrew Ross Sorkin, @andrewrsorkin Katie Kramer, @Kramer_Katie

Transcribed - Published: 18 November 2025

President Donald Trump is rolling back tariffs on more than 200 food products, from coffee and beef to bananas and orange juice, as the White House faces rising frustration from Americans over grocery prices. National Economic Council Director Kevin Hassett explains the administration’s push for affordability and the persistence of inflation. Then, Legendary Filmmaker Ken Burns walks through his newest project, The American Revolution, and the stories that shaped the nation. Plus, RBC Capital Markets’ Lori Calvasina breaks down market sentiment and Alphabet rallies after Berkshire Hathaway takes a new stake. Lori Calvasina - 09:13 Kevin Hassett - 23:19 Ken Burns - 35:11 In this episode: Ken Burns, @KenBurns Becky Quick, @BeckyQuick Joe Kernen, @JoeSquawk Andrew Ross Sorkin, @andrewrsorkin Katie Kramer, @Kramer_Katie

Transcribed - Published: 17 November 2025

The 5 things you need to know before the stock market opens today: Berkshire Hathaway has taken a roughly $5 billion stake in Google parent Alphabet, the Financial Times is reporting that Apple is stepping up the search for CEO Tim Cook’s successor, Treasury Secretary Scott Bessent says the Trump Administration plan to send Americans rebate checks from tariff revenue would require legislation, Netflix’s 10-for-1 stock split happens today, and YouTube and Disney reach a deal after a two-week standoff. Squawk Box is hosted by Joe Kernen, Becky Quick and Andrew Ross Sorkin. Follow Squawk Pod for the best moments, interviews and analysis from our TV show in an audio-first format.

Transcribed - Published: 17 November 2025

After Tesla shareholders approved a new pay package for CEO Elon Musk that approaches the trillion-dollar mark, investor Ron Baron weighs in on what it means for the company’s future. The billionaire discusses his outlook on Tesla, the markets, and Musk ahead of the 32nd annual Baron Investment Conference. And Walmart CEO Doug McMillon is stepping down next year after leading the retailer’s push into e-commerce. Plus, Hollywood is bracing for bids for Warner Brothers Discovery, the Trump administration is preparing tariff exemptions aimed at lowering food prices, and Under Armour and Steph Curry are parting ways. Ron Baron - 12:17 In this episode: Ron Baron, @BaronCapital Becky Quick, @BeckyQuick Joe Kernen, @JoeSquawk Andrew Ross Sorkin, @andrewrsorkin Zach Vallese, @zachvallese

Transcribed - Published: 14 November 2025

The 5 things you need to know before the stock market opens today: Homeland Security announces bonus checks for TSA officers, Boeing defense workers approve a new contract, Verizon plans more layoffs, SoftBank shares continue to fall after the company disclosed it sold its entire Nvidia stake, and Blue Origin is bound for Mars. Squawk Box is hosted by Joe Kernen, Becky Quick and Andrew Ross Sorkin. Follow Squawk Pod for the best moments, interviews and analysis from our TV show in an audio-first format.

Transcribed - Published: 14 November 2025

Disney beat earnings expectations this quarter but missed on revenue as its TV networks and a soft theatrical slate weighed on results. CNBC’s Julia Boorstin joins with Disney CFO Hugh Johnston to break down the results and discuss the company’s streaming strategy, theme parks, and the YouTube TV blackout. Then, Oscar Health CEO Mark Bertolini explains rising insurance premiums, the path ahead for the ACA, and what it will take to rein in the country’s soaring health care costs. Plus, CNBC’s Emily Wilkins goes over how the government is starting to reopen after President Trump signed a funding bill, ending the shutdown. Emily Wilkins - 03:44 Hugh Johnston - 18:33 Mark Bertolini - 32:27 In this episode: Julia Boorstin, @JBoorstin Hugh Johnston, @hughjohnston Mark Bertolini, @mtbert Becky Quick, @BeckyQuick Joe Kernen, @JoeSquawk Andrew Ross Sorkin, @andrewrsorkin Katie Kramer, @Kramer_Katie

Transcribed - Published: 13 November 2025

President Trump signs a funding bill that reopens the government after the longest shutdown in history, economic data not collected during the shutdown may never be released, the Supreme Court will hear oral arguments in January in the President’s challenge to Federal Reserve Governor Lisa Cook, Alibaba is retooling artificial intelligence apps to be more like ChatGPT, and the end of the line for the penny after more than two centuries. Squawk Box is hosted by Joe Kernen, Becky Quick and Andrew Ross Sorkin. Follow Squawk Pod for the best moments, interviews and analysis from our TV show in an audio-first format.

Transcribed - Published: 13 November 2025

Advanced Micro Devices is betting big on AI. CEO Lisa Su discusses AMD’s latest earnings, the company’s $100 billion data center chip target, and its partnership with OpenAI. She shares her outlook on AI demand, export controls, and the competitive landscape in the AI arms race. Then, Olympic gold medalist and The Snow League co-founder Shaun White explains his new professional snowboarding and free-skiing league and the future of winter sports. Plus, airlines warn flight cancellations may continue even after the government shutdown ends, and the White House is considering a rule that could upend shareholder voting by limiting the power of proxy advisers and index fund giants. Lisa Su - 15:21 Shaun White - 42:07 In this episode: Lisa Su, @LisaSu Shaun White, @ShaunWhite Becky Quick, @BeckyQuick Joe Kernen, @JoeSquawk Andrew Ross Sorkin, @andrewrsorkin Katie Kramer, @Kramer_Katie

Transcribed - Published: 12 November 2025

The Senate has approved a funding package for the government, a first step in ending the shutdown. Facebook co-founder Chris Hughes offers his critique of the Trump administration’s tariff policy. He discusses the differences between industrial policy and “state capitalism,” and weighs the impacts of these policies on innovation. The FDA is removing a longtime warning for women considering hormone replacement therapy for menopause. FDA Commissioner Dr. Marty Makary addresses critics’ concerns about making this radical policy change without a large body of evidence to support it. Italy’s biggest pasta exporters are preparing to pull products from U.S. shelves in the new year, a response to President Trump’s 107% tariffs on Italian imports. Plus, Warren Buffett shared an update on Berkshire Hathaway and his own health in a Thanksgiving letter. Chris Hughes - 11:47 Dr. Marty Makary - 21:38 In this episode: Joe Kernen, @JoeSquawk Becky Quick, @BeckyQuick Andrew Ross Sorkin, @andrewrsorkin Katie Kramer, @Kramer_Katie

Transcribed - Published: 11 November 2025

The Senate has taken a first step toward ending the government shutdown. CNBC’s Emily Wilkins shares details on the agreement that broke Capitol Hill’s stalemate. Despite progress in DC, the shutdown’s impact on travel around the country will persist, and The Points Guy Brian Kelly has tips for travelers affected by airport staffing shortages. Former fundraiser for President Obama, real estate entrepreneur Don Peebles feels estranged from his own party. A longtime Florida resident, Peebles discusses the flow of New Yorkers to the sunshine state and the future of the Democratic Party. Plus, CNBC’s Contessa Brewer reports on the newest scandal in sports: MLB pitchers, charged with taking bribes. Emily Wilkins - 03:02 Contessa Brewer - 12:10 Don Peebles - 19:06 Brian Kelly - 31:39 In this episode: Brian Kelly, @thepointsguy Contessa Brewer, @contessabrewer Joe Kernen, @JoeSquawk Becky Quick, @BeckyQuick Andrew Ross Sorkin, @andrewrsorkin Cameron Costa, @CameronCostaNY

Transcribed - Published: 10 November 2025

Pfizer has won a bidding war for obesity drug developer Metsera, Diageo has hired Tesco’s Dave Lewis as its new CEO, FedEx and UPS will ground their flights of MD-11 planes after one of those planes crashed at the UPS aviation hub in Kentucky, Visa and Mastercard are nearing a settlement on interchange fees for merchants, affecting the way shoppers use rewards programs, and BBC’s head of news has resigned over edits a Panorama documentary made to a speech by President Trump. Squawk Box is hosted by Joe Kernen, Becky Quick and Andrew Ross Sorkin. Follow Squawk Pod for the best moments, interviews and analysis from our TV show in an audio-first format.

Transcribed - Published: 10 November 2025

The White House has struck a deal with two more drugmakers: Eli Lilly and Novo Nordisk. Centers for Medicare and Medicaid Services administrator Dr. Mehmet Oz discusses the administration’s plan to make GLP-1s more affordable for Americans. Tesla shareholders voted to approve Elon Musk’s $1 trillion pay package, as long as he reaches their lofty goals for the company. Musk biographer Walter Isaacson discusses the plan of milestones and Musk’s history of exceeding investor expectations. Plus, U.S. airlines are beginning to cancel flights to manage shutdown-strained staffing of air traffic controllers, and Warren Buffett issued a warning on AI. Dr. Mehmet Oz - 21:43 Walter Isaacson - 38:56 In this episode: Dr. Mehmet Oz, @DrOz Joe Kernen, @JoeSquawk Andrew Ross Sorkin, @andrewrsorkin Katie Kramer, @Kramer_Katie

Transcribed - Published: 7 November 2025

Fans of “Grand Theft Auto” will have to wait for the release of the sixth version of the popular video game will be delayed, Airbnb shares are on the move after reporting upbeat guidance, fintech company Affirm shares also trending up, while competitor Block missed earnings estimates for the fourth-straight quarter, and Ford is considering discontinuing the electric version of its popular F-150 truck. Squawk Box is hosted by Joe Kernen, Becky Quick and Andrew Ross Sorkin. Follow Squawk Pod for the best moments, interviews and analysis from our TV show in an audio-first format.

Transcribed - Published: 7 November 2025

House Speaker Mike Johnson (R-Louisiana) discusses the prolonged government shutdown, as well as the future of the filibuster and bipartisanship on Capitol Hill. Because of the shutdown, Transportation Secretary Sean Duffy announced a reduction in flight capacity by 10% at 40 major airports starting on Friday, a move that will affect roughly 3,500-4,000 flights per day. American Airlines Pilot Dennis Tajer represents the Allied Pilots Association, and he’s urging lawmakers to pass a clean CR, just so his crews can get back to paid work. Nvidia CEO Jensen Huang is softening his comments that “China will win the AI race,” and Doordash stock is sinking. Plus, director Kathryn Bigelow and writer Noah Oppenheim discuss their latest movie for Netflix, “A House of Dynamite,” exploring what a nuclear launch crisis might look like in today’s geopolitical climate. Dennis Tajer - 19:59 Speaker Mike Johnson - 25:43 Kathryn Bigelow & Noah Oppenheim - 42:50 In this episode: Mike Johnson, @SpeakerJohnson Joe Kernen, @JoeSquawk Andrew Ross Sorkin, @andrewrsorkin Katie Kramer, @Kramer_Katie

Transcribed - Published: 6 November 2025

Zohran Mamdani defeated Andrew Cuomo and Curtis Sliwa in the NYC mayoral race, part of a sweep for Democrats across the nation’s elections. CNBC’s wealth editor Robert Frank reports on the impact this victory will have on the city’s wealthiest population and its tax revenue, and CNBC’s Emily Wilkins is in Washington, DC, reporting on the returns across the country. As many Democrats celebrate, tech investor and MAGA donor Chris Buskirk weighs in on the opposite side of the political aisle; Buskirk maps out his vision for America’s next era of success, and it hinges on innovation. Plus, Eamon Javers is covering the Supreme Court hearing on President Trump’s tariffs. Emily Wilkins - 13:26 Robert Frank - 22:35 Chris Buskirk - 26:28 Eamon Javers - 38:12 In this episode: Emily Wilkins, @emrwilkins Eamon Javers, @eamonjavers Robert Frank, @robtfrank Joe Kernen, @JoeSquawk Becky Quick, @BeckyQuick Andrew Ross Sorkin, @andrewrsorkin Katie Kramer, @Kramer_Katie

Transcribed - Published: 5 November 2025

AMD posted better than expected earnings in the third quarter, Pinterest shares are plunging after that company’s quarterly report, EV maker Rivian posted a surprise gross profit in the past quarter, Apollo has reportedly withdrawn its offer to take Papa John’s private, and President Trump has renominated Jared Isaacman after having pulled that nomination in May amid the President’s spat with Isaacman friend, Elon Musk. Squawk Box is hosted by Joe Kernen, Becky Quick and Andrew Ross Sorkin. Follow Squawk Pod for the best moments, interviews and analysis from our TV show in an audio-first format.

Transcribed - Published: 5 November 2025

The Supreme Court will hear the oral arguments for the Trump administration’s use of the International Emergency Economic Powers Act to justify tariffs. Treasury Secretary Scott Bessent, who will be at the hearing, defends the emergency measures and discusses the ongoing government shutdown. Palantir reported a beat in its third quarter earnings, but short sellers are concerned about AI valuations. CEO Alex Karp snaps back at dubious investors, doubling down on the value Palantir and its industry offer the United States. Plus, Vice President Dick Cheney has died, and Norway’s sovereign wealth fund will vote against Elon Musk’s pay package. Happy Election Day! Sec. Scott Bessent - 15:07 Alex Karp - 35:19

Transcribed - Published: 4 November 2025

The CNBC Changemakers and Power Players podcast delivers candid, in-depth conversations with trailblazing women in business, hosted by CNBC Senior Media & Tech Correspondent Julia Boorstin. Listen to an excerpt now! The series spotlights women from the CNBC Changemakers list and other female innovators who are redefining leadership, breaking barriers, and transforming industries; including CEO of Retirement Solutions at TIAA Kourtney Gibson. Episodes of CNBC Changemakers and Power Players are available now and drop every Tuesday. Stay right here to listen to a special preview, and for the full episode, search for CNBC Changemakers and Power Players and follow the show wherever you get your podcasts.

Transcribed - Published: 4 November 2025

Transportation Secretary Sean Duffy addresses the government shutdown’s impact on travel and federal travel workers across the country as we enter the second month of the standstill in Washington, DC. Tim Wu, Columbia Law Professor and tech and competition adviser under President Trump, discusses the importance of competition in the big tech landscape. For him, the best foil for China’s tech dominance and competition here in the United States. Plus, Kimberly-Clark will buy Tylenol maker Kenvue, SNAP food benefits could restart this week, and in an interview with 60 Minutes, President Trump discussed the government shutdown and Binance founder Changpeng Zhao, the crypto billionaire the President pardoned last month. Sec. Sean Duffy - 18:25 Tim Wu - 32:28 In this episode: Sean Duffy, @SecDuffy Tim Wu, @superwuster Joe Kernen, @JoeSquawk Andrew Ross Sorkin, @andrewrsorkin Michael Santoli, @michaelsantoli Katie Kramer, @Kramer_Katie

Transcribed - Published: 3 November 2025

Berkshire Hathaway reporting a sharp rebound in earnings in the third quarter, President Trump says Nvidia’s most advanced semiconductor chips should be reserved for the U.S., Treasury Secretary Scott Bessent says SNAP food benefits could restart this week, OPEC+ has agreed to a small increase in monthly crude oil output, and Canadian Prime Minister Mark Carney is apologizing for the province of Ontario’s political ad featuring footage of former President Ronald Reagan criticizing tariffs. Squawk Box is hosted by Joe Kernen, Becky Quick and Andrew Ross Sorkin. Follow Squawk Pod for the best moments, interviews and analysis from our TV show in an audio-first format.

Transcribed - Published: 3 November 2025

In an exclusive interview, Exxon Mobil CEO Darren Woods discusses his company’s latest quarterly financials and the geopolitics at play in oil patches around the world. In tech, Netflix has announced a stock split amid reports that the streamer is preparing a bid for Warner Bros. Discovery, Amazon’s stock soared after earnings, and Nvidia CEO Jensen Huang is celebrating AI’s profitability for his company. Plus, it’s Halloween and NYC’s marathon weekend. Jackolanterns.com President Mike Pollack gets into the spooky spirit with trails of thousands of carved pumpkins, and Sunday, NY Road Runners CEO Rob Simmelkjaer will be cheering on around 50,000 runners, alongside two other million spectators. Happy Halloween! Darren Woods - 19:09 Rob Simmelkjaer - 35:11 In this episode: Becky Quick, @BeckyQuick Andrew Ross Sorkin, @andrewrsorkin Katie Kramer, @Kramer_Katie

Transcribed - Published: 31 October 2025

President Trump is calling on Republicans to change the filibuster rules in the Senate to end the U.S. government shutdown, delays at airports around the country continue to pile up, airline CEOs have taken their concerns to the Trump Administration, shares of social media site Reddit are pushing higher, and crypto platform coinbase is seeing a resurgence in trading. Squawk Box is hosted by Joe Kernen, Becky Quick and Andrew Ross Sorkin. Follow Squawk Pod for the best moments, interviews and analysis from our TV show in an audio-first format.

Transcribed - Published: 31 October 2025