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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"We see lots of entrepreneurialism, lots of new businesses, lots of new capex being put in the ground, and we want to be supportive of that in Europe."
Janus Henderson CEO Ali Dibadj is watching for opportunities in private credit:
cnbc.com/video/2026/09/30/ja…
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"Beginning in October, it'll...be the foundation of a capability that I expect to be the front door for how people interact with us over time."
@CharlesSchwab CEO Rick Wurster joins as the company announces a new AI-powered assistant for clients:
cnbc.com/video/2026/09/30/ch…
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FIRST ON CNBC: Accelevation set to make its Nasdaq debut today. CEO Michael Rubiera talked to us about the decision to go public despite a reacceleration of IPO postponements:
"The market is a little bit rough right now - but we’re not afraid of that. We’ve been able to grow substantially over the last few years, and we really thought this was the right time to be able to go to the market.
cnbc.com/video/2026/09/30/ac…
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"I just think those traditional overheating demand-side discussions are overblown."
David Zervos, newly appointed Counselor to the Treasury Secretary, delivers his outlook for the U.S. economy:
cnbc.com/video/2026/09/30/co…
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Susquehanna's Mehdi Hosseini says $MU can nearly double from here as the company gears up to report after the bell. Hear his bull case:
cnbc.com/video/2026/09/30/we…
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If oil prices come down further - consumer discretionary stocks are set to rip, says Evercore ISI’s Julian Emanuel:
cnbc.com/video/2026/09/30/ev…
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FIRST ON CNBC: $CRWV CEO Mike Intrator on data center regulations across the country: "All they are going to do is relocate the infrastructure. They are not going to in any way reduce the demand."
cnbc.com/video/2026/09/30/co…
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"We're half booked for 2027 already, and that's at record prices."
@CarnivalCorpLtd CEO Josh Weinstein sees smooth sailing ahead for cruise demand as we dig into the company's latest earnings:
cnbc.com/video/2026/09/29/ca…
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"We're pretty excited about that growth opportunity and what it means for innovation."
David Crawford, chairman of @BainandCompany's global TMT practice, says the worldwide AI market could hit $6T in annual revenue by 2031:
cnbc.com/video/2026/09/29/gl…
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"It's a super exciting time, but also a time that the industry needs to be careful too."
Tony Wang, @TRowePrice portfolio manager, explains how AI guardrails could impact the broader tech trade:
cnbc.com/video/2026/09/29/t-…
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"The earnings background is so, so strong – it's really hard to derail all of the momentum we have."
Alli McCartney, @UBS Private Wealth managing director, doesn't think the surge in Treasury yields will disrupt equities:
cnbc.com/video/2026/09/29/ub…
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"I'm really excited about the future – this company's well-positioned given the AI wave."
After @MongoDB's chief executive left suddenly for a position at Meta, @dittycheria is stepping back in as interim CEO:
cnbc.com/video/2026/09/29/mo…
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"Central banks globally are scared that we'll see oil prices feed into core inflation - we haven't seen that yet," says Neuberger's Global Fixed Income CIO Ashok Bhatia:
cnbc.com/video/2026/09/29/ce…
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$ALK hosting its Investor Day this morning.
“We’re entering the harvesting phase - the phase where value creation, where the earnings power of Alaska, is really going to come to life over the next couple of years,” CEO Ben Minicucci told our @Lebeaucarnews:
cnbc.com/video/2026/09/29/al…
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“The cybersecurity elements of this are massive. I’m more worried about what happens when you put these [AI] tools in the hands of human actors that are adversaries, nation states and terrorists.”
@BessemerVP’s Byron Deeter on AI safety risks as Anthropic gets set to warn investors of the tech's risk to humanity in its IPO prospectus, according to reports.
cnbc.com/video/2026/09/29/be…
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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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