Squawk on the Street

"Concerns about affordability more broadly, including in terms of healthcare expenses, is still very salient." @GitaGopinath, former IMF first deputy managing director, explains how the economy could impact voters' choices at the polls tomorrow: cnbc.com/video/2026/11/02/fo…

"Things haven't gotten worse, but they also haven't gotten better recently, and they are very selective in how they buy." @MDLZ CEO @Dirkvandeput says U.S. consumers are spending carefully as we dig into the company's latest earnings: cnbc.com/video/2026/11/02/mo…

"You kind of have to flush out the growth investor to get the long-term investor in, so you're seeing that in AI." @roundhill chief investment strategist @DrewMPettit explains why the recent volatility in tech could in part be due to Anthropic's IPO: cnbc.com/video/2026/11/02/ro…

CNBC EXCLUSIVE: Applied Digital CEO Wes Cummins says demand and pricing power for data center capacity remain strong. “The pricing power has been robust. The demand picture is extremely robust.” cnbc.com/video/2026/11/02/ap…

Investors should pay attention to Apple's performance in China from tonight's earnings report, says Needham analyst Laura Martin: cnbc.com/video/2026/11/02/ne…

“You’re competing now to raise money with the government… That’s a problem for the AI buildout.” Rockefeller International Chairman Ruchir Sharma on the pressure AI financing could put on interest rates: cnbc.com/video/2026/11/02/br…

Kimberly-Clark CEO on completed Kenvue acquisition: The deal combines extraordinary science and engineering cnbc.com/video/2026/11/02/ki…

Marvell CEO Matt Murphy on Lumentum deal: We’re creating the ‘category leader in AI connectivity’ cnbc.com/video/2026/11/02/ma…

"We do support the neoclouds, but that exposure is less than 2% of our business." @digitalrealty CEO Andrew Power says the company's data center backlog remains strong thanks to its hyperscaler customer base: cnbc.com/video/2026/10/30/di…

"I welcome the opportunity to nibble on a bunch of tech equipment and even some of the leading hyperscaler names." How @DWS_Group Americas CIO David Bianco thinks investors should take advantage of today's pullback: cnbc.com/video/2026/10/30/dw…

"We're going to argue it up to the Supreme Court." @CFTC @ChairmanSelig explains why the agency is suing Utah after it criminally charged Kalshi with promoting illegal gambling: cnbc.com/video/2026/10/30/cf…

Citi's Scott Chronert still sees the S&P rising before the end of 2026 despite high volatility - here's why: cnbc.com/video/2026/10/30/ai…

AWS growth underwhelmed Amazon investors despite beating the street's expectations, says TD Cowen analyst John Blackledge: cnbc.com/video/2026/10/30/in…

"I think the long-term and very secular tailwinds here are intact." @twilio CEO Khozema Shipchandler talks earnings, and why he sees voice AI and consumer agents as catalysts for the business: cnbc.com/video/2026/10/30/tw…

KeyBanc Capital Markets' John Vinh is sticking by Intel despite today's sell-off - here's why: cnbc.com/video/2026/10/30/he…

"I think Intel's prognosis is very, very positive here." Why @MoorInsStrat CEO @PatrickMoorhead says the chip giant poses a buying opportunity despite its weak guidance: cnbc.com/video/2026/10/30/in…

Chevron CEO Mike Wirth on Venezuela licenses: Output to reach roughly 600k barrels per day by 2031 cnbc.com/video/2026/10/30/ch…

Starbucks CEO Brian Niccol on Q4: Getting the fundamentals right drove results cnbc.com/video/2026/10/30/st…

"This is a business that has over 150 years of history - it represents trust and safety to so many consumers." @ThriveHoldings Co-Founder Kareem Zaki explains why the company plans to acquire $ADT for $7.6B in equity value: cnbc.com/video/2026/10/29/th…

"She's going to go down as one of the best public servants we've seen in finance." Fmr. Atlanta Fed President Raphael Bostic reacts to ECB President Christine Lagarde announcing plans to step down: cnbc.com/video/2026/10/29/fo…