Squawk on the Street

Why Cramer is buying this ‘out-of-favor’ consumer staples stock. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market’s biggest headlines, analyst calls and holdings in the Charitable Trust – and see up close how they decide when, and if, to take action on stocks. Sign up here: cnbc.com/morningtake CNBC Investing Club Disclaimer

The White House announces a committee to investigate allegations that Fed Governor Lisa Cook made false statements. Plus, new financial figures from OpenAI spark concerns about AI revenue growth and what it means for the broader AI ecosystem. And Delta slashes its outlook amid soaring fuel costs, while CEO Ed Bastian responds to Elon Musk's call for his firing over the airline's decision not to use Starlink. Squawk on the Street Disclaimer

Cramer is looking at this transports stock ahead of the holidays. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market’s biggest headlines, analyst calls and holdings in the Charitable Trust – and see up close how they decide when, and if, to take action on stocks. Sign up here: cnbc.com/morningtake CNBC Investing Club Disclaimer

PepsiCo CEO Ramon Laguarta joins Squawk on the Street to break down the company's latest earnings and outlook for consumer demand. Plus, KBW CEO Tom Michaud discusses how multi-decade highs in bond yields are impacting banks and the broader market. And in an exclusive interview, Skydance's new management team lays out its financial outlook and content strategy.

Cramer says he likes this chipmaker at its current level. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market’s biggest headlines, analyst calls and holdings in the Charitable Trust – and see up close how they decide when, and if, to take action on stocks. Sign up here: cnbc.com/morningtake CNBC Investing Club Disclaimer

Stocks pull back from record highs as the 10-year Treasury yield hits its highest level since 2002. Market strategist Rebecca Patterson joins Squawk on the Street to discuss the growing risks from higher rates. Plus, SpaceX comes under pressure on a report it could raise tens of billions of dollars in debt to buy Nvidia chips. And a new McKinsey report warns AI could force millions of workers to find new jobs over the coming decade. Squawk on the Street Disclaimer

Undersecretary of Defense for Research & Engineering Emil Michael joins after being added to President Trump's Super Intelligence Force. Then, Former White House Coordinator for the Middle East Brett McGurk discusses his new book about the race to free hostages from the October 7th Hamas attack. Plus, we discuss how a new AI model from Nvidia-backed Reflection brings on the competition for OpenAI and Anthropic. Squawk on the Street Disclaimer

Carl Quintanilla, Jim Cramer and David Faber discussed the S&P 500 and Nasdaq hitting new all-time intraday highs. The same goes for Nvidia as the chip giant marches toward a $6 trillion valuation. CrowdStrike shares also trading at a record high: CEO George Kurtz joined the anchors at Post 9 and discussed everything from AI safety to his company's partnership with Amazon's AWS and Nvidia. Paramount closed its acquisition of Warner Bros. Discovery and began trading under the combined entity's new name, Skydance. Also in focus: SpaceX extends its rally and sends Elon Musk further into trillionaire status; AMD plans to increase chip supply next year; OpenAI reportedly in talks to round up $30 billion in financing; Google and Constellation Energy agree to a 20-year power deal. Squawk on the Street Disclaimer

Stocks have remained resilient, but RBC’s Lori Calvasina warns a 5% to 10% pullback could be coming. Plus, C.H. Robinson’s CEO joins Squawk on the Street in a first-on-CNBC interview following the company’s deal to buy RXO. And former Assistant Attorney General Jonathan Kanter weighs in on the growing debate over how—and whether—to regulate the biggest AI companies. Squawk on the Street Disclaimer

Former Minneapolis Fed President Gary Stern joins us with his reaction to this morning's jobs number and what it means for the Fed. Then, Morgan Stanley U.S. Housing Strategist Jim Egan joins to discuss his outlook for the housing market as mortgage rates continue to rise. Plus, the CEO of European AI company Domyn joins us to discuss AI safety and global competition. Squawk on the Street Disclaimer

Carl Quintanilla and Jim Cramer led off the show with the weaker-than-expected September jobs report. Stocks rallied and yields moved lower on the news, which fueled hopes the Fed will stand pat on rates later this month. The anchors reacted to breaking news from Tesla: The EV maker's third-quarter deliveries came in stronger than expected. Nike shares tumbled after the company issued disappointing guidance, posted a Q1 revenue miss amid slump in China sales and announced more layoffs ahead as part of a restructuring. Also in focus: A new name for the soon-to-be combined Paramount-Warner Bros. Discovery; Oil prices fall on reports European countries are mulling the release of diesel and crude reserves; Why memory chip stocks are under pressure; Elon Musk slams Delta's CEO in an X post; Cramer gets a hug from a New York Giants legend. Squawk on the Street Disclaimer

We speak to Former FTC Chief Technologist Neil Chilson about the agency's new investigation into AI companies including OpenAI and Anthropic. Then, Former Fed Vice Chair Alan Blinder joins with his expectations for the jobs report tomorrow and monetary policy at large. Plus, ahead of Nike earnings, we speak to one of the few analysts with a buy rating on the stock. Squawk on the Street Disclaimer

Carl Quintanilla and Jim Cramer explored what to expect from the markets in Q4 and October, after a rough month for the Dow and the worst September for the financial sector since 2023. Hear how high Jim thinks Meta shares could go. Micron Chairman & CEO Sanjay Mehrotra joined the program exclusively to discuss AI and the company's blowout quarter, which failed to lift the stock. The global bond sell-off continues, including the U.S. 10-year yield rising to levels not seen since 2002. Also in focus: Crude oil and diesel's 3-month win streak; President Trump's take on a diesel export ban; Surging mortgage rates; What Airbnb CEO Brian Chesky told CNBC about AI doomsday talk; Accenture soars; Outgoing Mattel CEO Ynon Kreiz to become Co-CEO of the combined Paramount-Warner Bros. Discovery once that merger closes. Squawk on the Street Disclaimer