The S&P at 5,000, AI (& Super Bowl) Chips, & President Biden’s Rebuttal 02/09/24
Squawk Pod9 Helmi 2024

The S&P at 5,000, AI (& Super Bowl) Chips, & President Biden’s Rebuttal 02/09/24

President Biden spoke to reporters yesterday, rebutting claims made in Special Counsel Robert Hur’s recent report and defending his memory. Axios National Political Correspondent Alex Thompson discusses sentiment in DC and at the White House, as well as the paths forward for the Democratic Party as the country gears up for the 2024 election in just 9 months. The S&P 500 is flirting with a milestone: 5,000. Fairlead Strategies Founder Katie Stockton breaks down the market technicals and trends underlying this big mark for the S&P. Plus, Expedia announced a new CEO in its latest report, and Pinterest is launching a Google app integration. And we’re preparing for the Super Bowl…with chips! OpenAI’s Sam Altman is hoping to raise trillions of dollars for the semiconductor kind of chips, and Joe Kernen, Andrew Ross Sorkin, and Melissa Lee have their appetites on the other kind of chips.

Alex Thompson - 15:19

Katie Stockton - 31:08

In this episode:

Alex Thompson, @AlexThomp

Katie Stockton, @StocktonKatie

Joe Kernen, @JoeSquawk

Andrew Ross Sorkin, @andrewrsorkin

Melissa Lee, @MelissaLeeCNBC

Katie Kramer, @Kramer_Katie


Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jaksot(1842)

AI Standards & Health Care on Capitol Hill 12/12/25

AI Standards & Health Care on Capitol Hill 12/12/25

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 - 9:55Sen. Dave McCormick - 18:19Sriram Krishnan - 33:08 In this episode:Sriram Krishnan, @sriramkDave McCormick, @SenMcCormickPAEamon Javers, @eamonjaversMichael Santoli, @michaelsantoliBecky Quick, @BeckyQuickAndrew Ross Sorkin, @andrewrsorkin Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

12 Joulu 202536min

5 Things to Know Before the Opening Bell 12/12/2025

5 Things to Know Before the Opening Bell 12/12/2025

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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

12 Joulu 20252min

A Fed Cut, Sen. Elizabeth Warren, & Steve Eisman 12/11/25

A Fed Cut, Sen. Elizabeth Warren, & Steve Eisman 12/11/25

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 - 16:06Steve Eisman - 19:58Senator Elizabeth Warren - 34:55 In this episode:Elizabeth Warren, @SenWarrenSharon Epperson, @sharon_eppersonBecky Quick, @BeckyQuickJoe Kernen, @JoeSquawkAndrew Ross Sorkin, @andrewrsorkinKatie Kramer, @Kramer_Katie Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

11 Joulu 202545min

AI Commission in the House, Reaction to Chip Sales in the GOP 12/10/25

AI Commission in the House, Reaction to Chip Sales in the GOP 12/10/25

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 - 6:48Jay Clayton - 18:19Rep. Josh Gottheimer - 44:51 In this episode:Emily Wilkins, @emrwilkinsJosh Gottheimer, @RepJoshGBecky Quick, @BeckyQuickJoe Kernen, @JoeSquawkAndrew Ross Sorkin, @andrewrsorkinKatie Kramer, @Kramer_Katie Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

10 Joulu 202551min

5 Things to Know Before the Opening Bell 12/10/2025

5 Things to Know Before the Opening Bell 12/10/2025

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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

10 Joulu 20251min

Walmart CEO Doug McMillon & Scott Jennings 12/9/25

Walmart CEO Doug McMillon & Scott Jennings 12/9/25

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 - 17:57Scott Jennings - 34:57 In this episode:Becky Quick, @BeckyQuickJoe Kernen, @JoeSquawkAndrew Ross Sorkin, @andrewrsorkinKatie Kramer, @Kramer_Katie Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

9 Joulu 202547min

NEC Director Kevin Hassett & Changes at Berkshire Hathaway  12/8/25

NEC Director Kevin Hassett & Changes at Berkshire Hathaway 12/8/25

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 - 20:47Michael Wolf - 39:27 In this episode:Becky Quick, @BeckyQuickJoe Kernen, @JoeSquawkAndrew Ross Sorkin, @andrewrsorkinKatie Kramer, @Kramer_Katie Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

8 Joulu 202545min

5 Things to Know Before the Opening Bell 12/8/2025

5 Things to Know Before the Opening Bell 12/8/2025

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.

8 Joulu 20251min

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