CNBC's Squawk on the Street, 9a to 12 pm ET. Hosted by @CarlQuintanilla @SaraEisen @DavidFaber and @jimcramer Follow us on Bluesky: @squawkstreet.bsky.social
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"It means that American consumers will pay a little bit less."
Fmr. Commerce Secretary Gary Locke discusses what's next after the U.S. and China agreed to tariff cuts on $60B worth of goods:
cnbc.com/video/2026/09/28/fo…
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"To the extent that financial conditions matter for the Fed's reaction function, in my mind it just means that they have to get even tighter from here."
Neil Dutta, @RenMacLLC head of economic research, on who's most sensitive to more rate hikes:
cnbc.com/video/2026/09/28/re…
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"Jensen Huang sees his job as making sure the AI ecosystem can thrive."
@gilluria, @DADavidsonCo head of tech research, discusses $NVDA announcing a new software platform to prevent rogue agents:
cnbc.com/video/2026/09/28/je…
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"So far, the move up has been more than justified by the fundamentals."
@LizAnnSonders, @SchwabResearch chief investment strategist, tells investors to seek quality in their equity portfolios amid the surge in Treasury yields:
cnbc.com/video/2026/09/28/sc…
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Iran is not showing any signs that Pres. Trump's "economic strangulation" strategy is working, says @RapidanEnergy CEO Scott Modell:
cnbc.com/video/2026/09/28/ra…
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Could the 30-year mortgage rate hit 9%? Selma Hepp - Chief Economist at Cotality - says it's possible, here's why:
cnbc.com/video/2026/09/28/mo…
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Bernstein's Stacy Rasgon on $NVDA's $150B buyback-boost: "I know it's something that investors have been looking for."
cnbc.com/video/2026/09/28/be…
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"I think people are going back to the tech trade and the Mag 7 - almost for defense - which is not what we had heard earlier in the regime," says Trivariate's Adam Parker:
cnbc.com/video/2026/09/28/pe…
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"This is a landmark change in terms of how cancer is managed."
@GuardantHealth Co-CEO Helmy Eltoukhy celebrates a key FDA approval for his company's blood-based biopsy test for breast cancer treatment guidance:
cnbc.com/video/2026/09/25/gu…
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"We added a complimentary offering in the form of Code, and then our probably most exciting thing, autonomous agents with Autopilot."
@Microsoft's @jacobandreou takes us through the latest enhancements to @MSFTCopilot:
cnbc.com/video/2026/09/25/mi…
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"Something like liability protection, that would be the holy grail – there's almost no way that's going through, not in this political climate."
Heath Terry, @Citi Research head of tech and communications, discusses the path forward for regulating AI:
cnbc.com/video/2026/09/25/ci…
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CNBC EXCLUSIVE: $AKAM CEO Tom Leighton joined us on the back of an $11.6B cloud deal with Anthropic.
"Over time, this business is going to help our margins," he told us:
cnbc.com/video/2026/09/25/ak…
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BofA's Ebrahim Poonawala on the banks amid an AI-fueled rotation away from the sector: "I think banks are going to be massive beneficiaries of AI."
cnbc.com/video/2026/09/25/bo…
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China Moon Strategies' Jeff Moon on Trump-Xi Summit: "Trump’s fawning over Xi Jinping, I think, is seen by the Chinese as weakness."
cnbc.com/video/2026/09/25/ch…
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"If growth hangs in there and inflation is sticky, that pushes up yields. So structurally, I think we’re just in a new yield regime," says Bridgewater Associates former chief investment strategist Rebecca Patterson:
cnbc.com/video/2026/09/25/cf…
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"For the first time, we're seeing Chinese government documents talk about terms like loss of human control over AI."
@Gregory_C_Allen explains what the Trump-Xi summit might mean for regulating artificial intelligence:
cnbc.com/video/2026/09/24/de…
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"What we're seeing right now is that the war is really trickling down from geopolitical uncertainty to actual affordability concerns."
@coldwellbanker CEO Kamini Rangappan Lane on whether home sales can maintain their momentum amid high mortgage rates:
cnbc.com/video/2026/09/24/co…
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"Tariffs are a tax, and the tax hits almost 100% on the American people."
Cypress Semiconductor Founder TJ Rodgers explains what the state visit of China's President Xi could mean for chipmakers:
cnbc.com/video/2026/09/24/t-…
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"I don't think the equity market breaks on higher yields, but there is sensitivity."
@DWS_Group Americas CIO David Bianco discusses the bond market rout and the impact for your portfolio:
cnbc.com/video/2026/09/24/dw…
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