Squawk Pod

Foot Locker posted better-than-expected comparable sales as CEO Mary Dillon’s turnaround plan shows signs of success. Dillon discusses the company’s “Lace Up” strategy, innovations in sneakers, and catering to all kinds of consumers. The Wall Street Journal’s Emily Glazer shares her scoop: former President Trump is considering a special advisor role for Elon Musk, should he win the presidency. Plus, Nelson Peltz sells his entire share of Disney stock, ExxonMobil shareholders voted to confirm the board after an activist fight, and McDonald’s says, prices are not too high. Mary Dillon - 11:44 Emily Glazer - 23:03 In this episode: Emily Glazer, @emilyglazer Joe Kernen, @JoeSquawk Becky Quick, @BeckyQuick Andrew Ross Sorkin, @andrewrsorkin Cameron Costa, @CameronCostaNY

After two activist investors pushed ExxonMobil to reduce emissions, the company sued the activists, prompting them to withdraw their proposal. The litigation has cost ExxonMobil’s board the support of CalPERS, the largest public pension fund in the U.S. and a $1B stakeholder in Exxon. CalPERS CEO Marcie Frost discusses her position ahead of the company’s shareholder meeting on Wednesday, and U.S. Chamber of Commerce EVP of Capital Markets Competitiveness Tom Quaadman explains why the U.S. Chamber backed Exxon in its lawsuit against the activist investors. Plus, economist and University of Maryland professor Melissa Kearney says decades-long concerns of overpopulation were misguided; advanced economies are facing fiscal troubles as their working age populations dwindle. Frost - 05:02 Quaadman - 17:18 Kearney - 26:16 In this episode: Becky Quick, @BeckyQuick Andrew Ross Sorkin, @andrewrsorkin Cameron Costa, @CameronCostaNY

The McDonald’s $5 value meal is coming in June, aimed at relieving inflation-weary consumers. But franchisees are also inflation-weary; Scott Rodrick, a franchisee in California, discusses the pressures at his restaurants and the difficulty of offering value in a high-cost environment. The Department of Justice has filed an antitrust lawsuit against Live Nation, aiming to split up the parent company and Ticketmaster, its subsidiary. CEO of competitor SeatGeek Jack Groetzinger discusses competition for ticketing and best experiences for fans. The Tesla shareholder vote on Elon Musk’s pay deal is coming soon, but it’s only one of multiple weekend headlines on the tech billionaire. Musk’s startup xAI has notched another $6B in funding, pushing the company’s valuation to $24B. Musk is also reportedly planning an xAI supercomputer. Plus, China has created a nearly $48B fund to back Chinese chip companies, CNBC’s Eunice Yoon reports. Eunice Yoon - 08:01 Jack Groetzinger - 13:26 Scott Rodrick - 22:09 In this episode: Eunice Yoon @onlyyoontv Becky Quick, @BeckyQuick Andrew Ross Sorkin, @andrewrsorkin Cameron Costa, @CameronCostaNY

Dan Doctoroff is the New Yorker largely responsible for rebuilding New York after 9/11. The legacy of his long career in business and government includes his oversight as deputy mayor in the creation of now-iconic spots: Hudson Yards, the High Line, Brooklyn Bridge Park, the new World Trade Center. Doctoroff reflects on his life and career two years after receiving his ALS diagnosis and shortly after learning about a project that celebrates his contributions to New York. In a surprise tribute, his friends and colleagues wrote, “The Urbanist: Dan Doctoroff and the Rise of New York.” Andrew Ross Sorkin sits down with Doctoroff in the Whitney Museum for a look at his legacy and his supercharged nonprofit venture, Target ALS, in this special Memorial Day episode. In this episode: Andrew Ross Sorkin, @andrewrsorkin Katie Kramer, @Kramer_Katie

The NCAA has signed off on a deal that could change college sports–and student athletes–forever. Chair of Carolina Coastal University Athletics Joe Moglia discusses the $2.8B that could be coming to college players over the next decade, as well as the winners and losers in a new business plan for university athletics. Elon Musk says he doesn’t support President Biden’s tariffs on Chinese EVs, Novo Nordisk says Ozempic could slow kidney disease, and the number of 401(k) millionaires has hit a new high. Plus, Nick and Gabe Safier have been spreading joy and special needs advocacy on social media. The brothers and creators of the Safier Universe join Becky Quick and Andrew Ross Sorkin for a conversation on the bright side of the internet. Joe Moglia - 13:14 Nick and Gabe Safier - 24:28 In this episode: Joe Moglia, @CoachJoeMoglia Nicholas Safier, @NicholasSafier Becky Quick, @BeckyQuick Andrew Ross Sorkin, @andrewrsorkin Katie Kramer, @Kramer_Katie

The Department of Justice has sued Live Nation, the parent of Ticketmaster. Attorney General Merrick Garland alleged that the company “relies on unlawful, anticompetitive conduct to exercise its monopolistic control over the live events industry in the United States at the cost of fans, artists, smaller promoters, and venue operators.” Tim Wu, former Special Assistant to the President for Technology and Competition Policy, considers the DOJ’s potential actions moving forward. In Paris, Andrew Ross Sorkin sat down with French President Emmanuel Macron for an exclusive, extended interview. The discussion spans Federal Reserve and European Central Bank policy, as well as the Israel-Hamas War and funding to rebuild Gaza. Plus, Nvidia’s revenue more than tripled in its latest quarter. President Emmanuel Macron - 13:40 Tim Wu - 22:05 In this episode: President Emmanuel Macron, @EmmanuelMacron Tim Wu, @superwuster Becky Quick,@BeckyQuick Andrew Ross Sorkin,@andrewrsorkin Michael Santoli, @michaelsantoli Katie Kramer,@Kramer_Katie

The 2024 campaign cycle is in full swing. Pollster Frank Luntz discusses the candidate appeals to voters, and the first debate’s details that remain unconfirmed. President Biden announced a plan to forgive $7.7B in student loans, former President Trump will start accepting crypto donations, and challenger Robert F. Kennedy Jr. is rallying retail traders on X. Plus, Urban Outfitters brands Free People and Anthropologie performed well in the last quarter, Vivek Ramaswamy has taken a stake in Buzzfeed, and CNBC’s Phil LeBeau reports that America’s cars are aging. Almost 9% of registered vehicles in the U.S. were made before 2000. Frank Luntz - 13:53 Phil LeBeau - 21:51 In this episode: Frank Luntz, @FrankLuntz Phil LeBeau, @Lebeaucarnews Becky Quick, @BeckyQuick Andrew Ross Sorkin, @andrewrsorkin Michael Santoli, @michaelsantoli Katie Kramer, @Kramer_Katie

Scarlett Johansson is taking aim at OpenAI after the company used a voice “eerily similar” to hers for its ChatGPT40 chatbot. Former White House CTO Aneesh Chopra weighs in on the controversy, the latest leadership shakeups at OpenAI, and the ways to build guardrails for society’s newest technology. Whole Foods co-founder and former CEO John Mackey shares his journey bringing health foods mainstream. Mackey discusses his new book, “The Whole Story,” as well as GMOs and the future of grocery. Plus, JPMorgan’s Jamie Dimon is discussing his succession plan, and Andrew Ross Sorkin is in Paris just 66 days until the 2024 Olympic Games. John Mackey 16:46 Aneesh Chopra 32:17 In this episode: Joe Kernen, @JoeSquawk Becky Quick, @BeckyQuick Andrew Ross Sorkin, @andrewrsorkin Katie Kramer, @Kramer_Katie

Iran’s President Ebrahim Raisi has died in a helicopter crash. Karim Sadjadpour, senior fellow at the Carnegie Endowment for Peace Middle East Program, explains the issues Raisi’s death poses for Iranian leadership and succession. Hayman Capital Management founder and CIO Kyle Bass discusses China’s real estate crisis, its impact on GDP, and the CCP’s electric vehicle strategy. CNBC’s Kristina Partsinevelos explains Microsoft’s plans for AI PCs, many of which will be unveiled at the company’s Build developer conference. Plus, Xander Schauffele won his first major PGA title, and Blue Origin’s tourism rocket launched passengers to the edge of space after a two year hiatus. Karim Sadjadpour - 16:15 Kyle Bass - 22:50 Karim Sadjadpour, @ksadjadpour Kyle Bass, @Jkylebass Joe Kernen, @JoeSquawk Becky Quick, @BeckyQuick Katie Kramer, @Kramer_Katie

NYU Social Psychologist Jonathan Haidt discusses “The Anxious Generation,” his new book that explores the impact of social media on childhood mental health. Limits of screen time, age verification, and delaying smartphone introduction for kids are among Haidt’s suggestions for a safer youth. The Supreme Court has rejected an argument against the funding structure for the Consumer Financial Protection Bureau; CFPB Director Rohit Chopra says he’s relieved to get back to work protecting consumers and companies. Plus, Reddit and OpenAI have teamed up, Boeing supplier Spirit Aerosystems and the world’s top golfer Scottie Scheffler was arrested at a PGA championship event. Rohit Chopra - 12:37 Jonathan Haidt - 23:43 In this episode: Rohit Chopra, @chopracfpb Joe Kernen, @JoeSquawk Becky Quick, @BeckyQuick Andrew Ross Sorkin, @andrewrsorkin Katie Kramer, @Kramer_Katie

President Biden and former President Trump have agreed to two unorthodox debates this election season. Former communications director for President Trump Anthony Scaramucci reacts to the news and the prospect of another Trump presidency. Scaramucci, an outspoken bitcoin bull, also discusses crypto’s recent surge. Sean Evans, host of viral YouTube show “Hot Ones,” discusses how he monetizes his celebrity interviews over hot chicken wings. Plus, Berkshire Hathaway has announced its secret stock pick: Chubb. Anthony Scaramucci - 13:16 Sean Evans - 26:43 In this episode: Sean Evans, @seanseaevans Anthony Scaramucci, @Scaramucci Joe Kernen, @JoeSquawk Andrew Ross Sorkin, @andrewrsorkin Katie Kramer, @Kramer_Katie

VaynerX Chairman and branding expert Gary Vaynerchuk discusses the evolution of media and advertising as upfront season kicks into gear. Federal prosecutors at the Department of Justice say Boeing breached its 2021 settlement protecting the company from criminal prosecution for the two fatal 737 Max crashes. CNBC’s Phil LeBeau discusses the implications for Boeing and the importance of the company for the industry at large. Senator Mark Warner (D-VA) is honing in on risks for the 2024 election, less than 6 months away. Plus, Nvidia’s CEO Jensen Huang made over $30m last year, a 60% hike from the year prior, Vanguard hired a former BlackRock executive as CEO, and the meme stock rally continues! But it might be fizzling out. Phil LeBeau - 07:28 Sen. Mark Warner - 15:57 Gary Vaynerchuk - 23:43 In this episode: Gary Vaynerchuk, @garyvee Sen. Mark Warner, @MarkWarner Phil LeBeau, @Lebeaucarnews Joe Kernen, @JoeSquawk Andrew Ross Sorkin, @andrewrsorkin Katie Kramer, @Kramer_Katie

In a rare extended interview, Saba Capital Management founder and CIO Boaz Weinstein explains his campaign against the world’s largest asset manager, BlackRock. Weinstein, a renowned risk-taking trader on Wall Street, takes on BlackRock’s closed end funds over a decade after he famously “harpooned” the London Whale in 2011. Plus, meme stocks like GameStop are still surging, thanks to “Roaring Kitty,” the Biden administration is ramping up China tariffs, and Kraft Heinz is reportedly exploring an Oscar Mayer sale. Boaz Weinstein - 16:10 In this episode: Joe Kernen, @JoeSquawk Becky Quick, @BeckyQuick Andrew Ross Sorkin, @andrewrsorkin Katie Kramer, @Kramer_Katie

The Biden administration is planning to quadruple tariffs on Chinese electric vehicles. Investment banker and former Treasury official Roger Altman discusses fiscal policy’s impact on inflation and the road ahead for the American economy. Warby Parker co-CEOs Neil Blumenthal and David Gilboa are doubling down on their brick and mortar strategy, despite starting as an e-commerce brand. The two discuss their company’s journey since IPO, their history of monetization, and their omnichannel approach to driving revenue. Plus, OpenAI is launching a new product, Apple workers at a store in New Jersey have voted against unionization, GameStop is on the rise again, and some Duke students walked out of Jerry Seinfeld’s commencement speech in protest. Roger Altman - 12:47 Neil Blumenthal & David Gilboa - 24:02 In this episode: Joe Kernen, @JoeSquawk Becky Quick, @BeckyQuick Andrew Ross Sorkin, @andrewrsorkin Katie Kramer, @Kramer_Katie

Microsoft is investing $3.3 billion in an AI strategy in Wisconsin. Steve Case, co-founder of AOL and chairman and CEO of Revolution, discusses his own investments in projects in middle America and his optimism about big tech’s opportunities for economic growth outside of Silicon Valley. Happiness expert, author, AEI president emeritus, and Harvard professor Arthur Brooks weighs in on the turmoil across American college campuses. He’s optimistic about America’s period after unrest, and encourages listeners to love challenges to their perspectives, and to view the world beyond a good/evil binary. Plus, Chinese EV company Zeekr is ready to IPO, and Target is reportedly scaling back its Pride collections this summer. Steve Case - 12:04 Author Brooks - 24:45 In this episode: Arthur Brooks, @arthurbrooks Steve Case, @SteveCase Joe Kernen, @JoeSquawk Becky Quick, @BeckyQuick Andrew Ross Sorkin, @andrewrsorkin Cameron Costa, @CameronCostaNY

House Speaker Mike Johnson (R-LA) discusses his own party’s push to oust him from his role. He says, lawmakers cannot afford to play petty politics with tensions high at home and abroad. Journalist Johann Hari has taken Ozempic for a year. He says it’s changed his life, but his new book “Magic Pill” details the dangers of weight loss drugs as well as their benefits. Plus, President Biden has given Israel an ultimatum, Disney and Warner Bros. Discovery are set to bundle their streaming content, and China’s electric vehicle race is speeding up. Mike Johnson- 14:12 Johann Hari - 27:54 In this episode: Mike Johnson, @SpeakerJohnson Johann Hari, @johannhari101 Joe Kernen, @JoeSquawk Becky Quick, @BeckyQuick Andrew Ross Sorkin, @andrewrsorkin Cameron Costa, @CameronCostaNY

Electric vehicle maker Rivian reported a quarterly revenue beat and a cut to its capital spending forecast. CEO RJ Scaringe explains his vision for the future of EVs, the total addressable market, and Rivian’s charging station partnership with Tesla. NBCUniversal Vice Chair Bonnie Hammer has compiled the best–and worst–advice for workers new and seasoned in her new book, “15 Lies Women Are Told at Work…and the Truth We Need to Succeed.” After years in the business, Hammer shares her favorite moments of mentorship, and encourages younger generations to differentiate “personal worth” from “professional worth.” Microsoft will make a $3.3B AI investment in Wisconsin, and the Biden administration has revoked certain licenses to export chips to Huawei, the Chinese tech company. Plus, Disney stock is under pressure, and FTX is officially able to pay its customers back…with interest. RJ Scaringe 16:00 Bonnie Hammer 22:54 In this episode: RJ Scaringe. @RJScaringe Phil LeBeau, @Lebeaucarnews Joe Kernen, @JoeSquawk Becky Quick, @BeckyQuick Andrew Ross Sorkin, @andrewrsorkin Katie Kramer, @Kramer_Katie

Duquesne Family Office CEO Stanley Druckenmiller says he was perplexed by the Fed’s pivot, and that the Federal Reserve “fumbled on the five yard line with the game on the line.” In an extended interview, Druckenmiller discusses his famously successful investing track record and his bets on AI. SEC Chair Gary Gensler has put pressure on crypto, recently delivering “Wells Notice” to Robinhood and Consensys; the crypto community is firing back, and he’s ready to defend the SEC’s perspective on Ethereum and its role in protecting investors. Plus, Hims & Hers CEO walked back some of his comments on hiring pro-Palestinian protesters after Wall Street and Main Street pushed back on him and his stock. Stanley Druckenmiller - 4:15 Gary Gensler - 38:40 In this episode: Gary Gensler, @GaryGensler Joe Kernen, @JoeSquawk Becky Quick, @BeckyQuick Andrew Ross Sorkin, @andrewrsorkin Katie Kramer, @Kramer_Katie

We bring you part two of CNBC’s trip to Omaha, Nebraska for the Berkshire Hathaway Annual Meeting, where tens of thousands of Berkshire shareholders convene to hear from Warren Buffett every spring. It’s part shareholder meeting, part shopping spree, and for Bertie Buffett Elliott, part family reunion. Warren Buffett’s little sister Bertie sits down with Becky Quick in a special conversation about the Buffett family upbringing and her own Warren memories. The highlights of the 2024 meeting include Warren Buffett’s take on AI, his plans for Berkshire’s $182 billion cash pile, and his pieces of advice for all listeners, old and young. Plus, catch a cameo from the Harlem Globetrotters and celebrity shareholder Bill Murray, as well as a conversation between venture capitalist Ann Winblad and CNBC’s Mike Santoli and Becky Quick.

We bring you to Omaha, Nebraska, with the tens of thousands of Berkshire shareholders that make the pilgrimage to Warren Buffett every spring. Hear the best of the Berkshire Hathaway Annual Meeting, including why Buffett trimmed his stake in Apple, how he made a losing bet on Paramount, and what Berkshire looks like, after he’s gone. Plus, the highlights from the convention center floor, where Berkshire’s 60+ portfolio companies sell their wares to fans. See’s Candy CEO Pat Egan, Lubrizol CEO Rebecca Liebert, and Pilot CEO Adam Wright are all ready to dazzle the Berkshire attendees. Plus, hear from shareholders themselves! The 14-year-old Warren Buffett fan Daphne Kalir-Starr is back for her 7th annual meeting, and she’s more “invested” than ever.

“I’m an accidental guru.” He was irreverent, he was focused, he was one of the world’s most successful investors, and he was one of a kind. Billionaire investor Charlie Munger, the longtime right-hand man and close friend of Berkshire Hathaway CEO Warren Buffett, died a few weeks shy of what would have been his 100th birthday. Becky Quick, Squawk Box co-host, interviewed Munger two weeks before his death in his home in Los Angeles. In this special conversation, Charlie Munger reflects on his century of life, the childhood traumas that shaped him, the investing wins and losses that made his career, and the perspective and knowledge he gained in his final years. For more, revisit our 2021 Squawk Pod series, Warren Buffett and Charlie Munger: A Wealth of Wisdom. Squawk Pod is produced by Katie Kramer, Cameron Costa, Karoline Rouhotas and Zach Vallese. CNBC’s Managing Editor is Lacy O’Toole. John Lazration edited this podcast series.

Becky Quick is in Omaha, Nebraska, awaiting the tens of thousands of Berkshire Hathaway investors attending the company’s annual shareholders meeting, where Warren Buffett will hold court. This year is the first annual meeting without the late Vice Chair Charlie Munger; Berkshire Hathaway lead director Sue Decker sits down with Becky Quick to discuss Munger’s legacy and the future of Berkshire. Plus, CEOs of Berkshire’s portfolio companies join Becky, BNSF CEO Katie Farmer, who discusses the headwinds for her railway business, and Brooks Running CEO Dan Sheridan, who’s eyeing running business in China. Plus, longtime shareholder and GAMCO CEO Mario Gabelli stops by, for an extended conversation about the markets, media consolidation, and Warren Buffett’s leadership. Tune into CNBC’s TV and digital channels this weekend to catch every minute of the 2024 Berkshire Hathaway Annual Meeting coverage. Sue Decker 5:21 Dan Sheridan 17:16 Katie Farmer 24:48 Mario Gabelli 32:54 In this episode: Mario Gabelli, @MarioGabelli Becky Quick, @BeckyQuick Joe Kernen, @JoeSquawk Andrew Ross Sorkin, @andrewrsorkin Cameron Costa, @CameronCostaNY

Approximately 300 people were arrested when the NYPD responded to protests at Columbia University and the nearby City College of New York. New York City Mayor Eric Adams discusses the city’s crackdown on college campus protests, the radicalization of youths, the immigration crisis, and more. House Select Committee on China Member Rep. Ro Khanna (D-Calif.) discusses the Biden administration’s sanctions on Chinese companies over suspected support for Russia in its war against Ukraine, as well as the fate of TikTok in the U.S. The Federal Reserve is holding rates steady; Stifel Chief Economist Lindsey Piegza breaks down the next steps in the Fed’s inflation fight. Plus, Tesla has reneged internship offers amid layoffs, and the National Labor Relations Board says Amazon CEO Andy Jassy broke federal labor law in his interviews with press. Mayor Eric Adams - 15:49 Ro Khanna - 28:24 In this episode: Eric Adams, @NYCMayor Ro Khanna, @RoKhanna Lindsey Piegza, @LindseyPiegza Joe Kernen, @JoeSquawk Andrew Ross Sorkin, @andrewrsorkin Cameron Costa, @CameronCostaNY

Overnight, NYPD officers entered Columbia University’s campus and made roughly 100 arrests of protesters. Lawyer Jay Edelson filed a lawsuit against the school on behalf of a Jewish student who argues that the university failed to provide a safe learning environment. Edelson discusses the case and the stakes for schools across the country. Axios and Politico co-founder Jim VandeHei looks ahead to the 2024 election and former President Donald Trump’s plans for the country, should he win another term. Plus, Starbucks stock took a spill after its latest quarterly report, and cannabis is headed for a downgrade from the FDA. Jay Edelson - 13:52 Jim VandeHei - 26:05 In this episode: Jim VandeHei, @JimVandeHei Jay Edelson, @jayedelson Joe Kernen, @JoeSquawk Becky Quick, @BeckyQuick Andrew Ross Sorkin, @andrewrsorkin Cameron Costa, @CameronCostaNY

Paramount Global is replacing CEO Bob Bakish with three executives in the Office of the CEO. Puck founding partner Matthew Belloni explains the uncertain future for the media company, as well as the possible outcomes for shareholders. Actor Edward Norton has spent enough time in board meetings to know that it’s time to bring corporate governance decisions into 2024. He says his new tech company Zeck is his hope for streamlined board meetings. CNBC’s Steve Liesman says the latest Fed survey respondents are pushing their rate cut forecasts further out. On college campuses, tensions are escalating; Columbia protesters stormed and occupied a university building. Trump Media stock has been on a roller coaster, and NBCUniversal is reportedly preparing a bid for NBA rights. Plus, CNBC is your ticket to this Saturday’s Berkshire Hathaway Annual Meeting with Warren Buffett. If you’re a shareholder and have a question for the Oracle of Omaha or his board, submit it to berkshirequestions@cnbc.com. Our own Becky Quick will select a few of those submissions to ask during the meeting. Steve Liesman - 04:47 Matt Belloni - 12:44 Edward Norton - 18:09 In this episode: Edward Norton, @EdwardNorton Matthew Belloni, @mattbelloni Joe Kernen, @JoeSquawk Becky Quick, @BeckyQuick Andrew Ross Sorkin, @andrewrsorkin Katie Kramer, @Kramer_Katie

Elon Musk took a brief surprise meeting with Chinese Premier Li Qiang, securing tentative approval for self-driving Teslas in China. America’s college campuses are divided over the Israel-Hamas war and the U.S. involvement in it; former SEC Chairman and Ivy League educator Jay Clayton discusses the sentiment among activists and young people across the country. Retired real estate developer Bruce Ratner issues a warning for his industry. The man behind the redeveloped Times Square and Downtown Brooklyn is also on the board of Memorial Sloan Kettering, and he’s pushing for early cancer detection in his new book. Plus, regulators seized Republic First Bank in the first bank failure of 2024, and journalists are catching up on the jokes from this weekend’s White House correspondents’ dinner. Jay Clayton - 12:23 Bruce Ratner - 23:19 In this episode: Joe Kernen, @JoeSquawk Becky Quick, @BeckyQuick Andrew Ross Sorkin, @andrewrsorkin Katie Kramer, @Kramer_Katie

Former President Donald Trump's political allies are crafting a plan to increase his influence over the Federal Reserve, potentially even making him an "acting" member of the central bank’s board, according to The Wall Street Journal. Nick Timiraos, the Journal's Chief Economics Correspondent, discusses the implications if Trump wins in November. Former FDA Commissioner Dr. Scott Gottlieb weighs in on Moderna's partnership with OpenAI, the AI drug revolution, his own AI venture, and updates on the bird flu presence in America’s pasteurized milk. Plus, CNBC's Steve Kovach breaks down Alphabet and Microsoft earnings and explores the future of AI investment for the megacap tech companies. Nick Timiraos - 10:08 Steve Kovach - 17:22 Dr. Scott Gottlieb - 22:12 . In this episode: Nick Timiraos, @NickTimiraos Scott Gottlieb, @ScottGottliebMD Joe Kernen, @JoeSquawk Becky Quick, @BeckyQuick Andrew Ross Sorkin, @andrewrsorkin Zach Vallese, @zachvallese

The Federal Trade Commission voted for a nationwide ban against noncompete agreements, which companies use to prevent employees from taking jobs with competitors in the same industry. FTC Chair Lina Khan addresses the agency's decision for the ban, as well as the potential impacts on businesses and workers. Meanwhile, House Speaker Mike Johnson and his Republican colleagues faced opposition when they appeared at Columbia University amid ongoing protests against Israel's conflict with Hamas. Robert Kraft, New England Patriots owner and founder of the Kraft Group and the Foundation to Combat Antisemitism, discusses the recent protests at Columbia University and other campuses and the concerning rise of antisemitism and his efforts to combat it. Plus, the Biden administration introduces new rules for airlines, mandating automatic cash refunds and prohibiting surprise fees. Lina Khan - 04:05 Robert Kraft - 24:14 In this episode: Lina Khan, @linakhanftc Joe Kernen, @JoeSquawk Becky Quick, @BeckyQuick Andrew Ross Sorkin, @andrewrsorkin Katie Kramer, @Kramer_Katie

Google has fired 50 employees over sit-in protests at the office. Yale Lecturer Joanne Lipman and The Verge’s Alex Heath discuss activism in the office, and tech’s inflection point with its employees. Jason Furman, a Democrat economist, is making his case against President Biden’s student debt relief plan, arguing that it will make inflation worse. CNBC’s Steve Liesman is breaking down U.S. productivity data and what it means for the Federal Reserve. Plus, the Federal Trade Commission has voted to ban non-competes for employee contracts, Jamie Dimon is speaking out with his concerns for the economy, and Meta’s AI glasses are getting an update. Joanne Lipman & Alex Heath - 19:35 Steve Liesman - 27:14 Jason Furman - 30:28 In this episode: Joanne Lipman, @joannelipman Alex Heath, @alexeheath Steve Liesman, @steveliesman Jason Furman, @jasonfurman Joe Kernen, @JoeSquawk Becky Quick, @BeckyQuick Andrew Ross Sorkin, @andrewrsorkin Katie Kramer, @Kramer_Katie

Elite university campuses are fraught with tension as students clash with each other and college administrations over the Israel-Hamas War. Over 100 students have been arrested from pro-Palestinian demonstrations on Yale, NYU, and Columbia campuses, videos of brazen antisemitism have gone viral, and one Rabbi in Columbia’s community encouraged Jewish students to go home for their own safety. NYC Rabbi David Ingber explains the escalations and safety concerns, while donor and Columbia Business School alumnus Leon Cooperman discusses the responsibilities of higher education institutions. Plus, Nobel Prize-winning economist Joseph Stiglitz maps out the Federal Reserve’s road ahead, and Elon Musk is at odds with Australia’s Prime Minister over posts on X. Rabbi David Ingber - 12:11 Leon Cooperman - 22:44 Joseph Stiglitz - 26:26 In this episode: Joe Kernen, @JoeSquawk Becky Quick, @BeckyQuick Andrew Ross Sorkin, @andrewrsorkin Katie Kramer, @Kramer_Katie

At Columbia in New York, protests and antisemitism on campus have prompted a day of remote learning for student safety, as well as commentary from Mayor Eric Adams. In DC, the House has passed a series of bills securing aid funding for Israel, Ukraine, and Taiwan, as well as the divest-or-ban TikTok bill. CNBC’s Emily Wilkins reports on the legislation and its impact on Speaker Mike Johnson’s career. In the thick of Wall Street’s earnings season, Verizon CEO Hans Vestberg discusses his company’s latest financial results and inflation’s pressures on consumers. Plus, pollster Frank Luntz is taking stock of Gen Z’s opinions on capitalism and democracy. He urges corporate America to pay attention to their grievances. Emily Wilkins - 03:16 Frank Luntz - 09:55 Hans Vestberg - 19:42 In this episode: Emily Wilkins, @emrwilkins Joe Kernen, @JoeSquawk Becky Quick, @BeckyQuick Andrew Ross Sorkin, @andrewrsorkin Katie Kramer, @Kramer_Katie

After Israel’s retaliatory strike at Iran, NBC’s Raf Sanchez is on the ground in Tel Aviv, reporting that both countries are downplaying an escalation. Stateside, CNBC’s Emily Wilkins discusses the TikTok divest-or-ban bill’s road through Congress, including its vote this weekend. Former White House Chief Technology Officer Aneesh Chopra explains the national security threats and TikTok’s road ahead. Plus, Meta has launched its newest AI tool, former President Trump’s criminal trial jury has been selected, and HGTV’s Property Brothers Drew and Jonathan Scott discuss the housing market, maximizing value, and flipping for profit. Raf Sanchez - 02:49 Emily Wilkins - 13:32 Aneesh Chopra - 16:43 Drew & Jonathan Scott - 23:53 In this episode: Raf Sanchez, @rafsanchez Emily Wilkins, @emrwilkins Melissa Lee, @MelissaLeeCNBC Andrew Ross Sorkin, @andrewrsorkin Katie Kramer, @Kramer_Katie

Caitlin Clark will make under $77,000 a year as the WNBA’s top pick, while her counterpart in the NBA will make $10.5m. CNBC’s Jon Fortt explains the gender gap in sports salaries and in revenues. Microsoft has found that Russia’s election interference is already underway; the company’s former cyber policy head and current chief public policy officer at SentinelOne Chris Krebs says it’s a group effort, to keep global votes safe from bad actors. Plus, Google employees were laid off after protesting, President Biden is reimposing sanctions on Venezuelan oil, and The Wall Street Journal uncovered Amazon’s secret operation to gather intel on competitors like Walmart: Big River. Plus, Squawk Pod is nominated for a Webby Award! It’s your last day to vote for us, so don’t forget to show your support here. If you haven’t heard our nominated episode, check out our special series, "Charlie Munger: A Life of Wit and Wisdom," featuring our final interview with the Berkshire Hathaway Vice Chair. Steve Kovach - 12:54 Chris Krebs - 17:55 In this episode: Andrew Ross Sorkin, @andrewrsorkin Jon Fortt, @jonfortt Michael Santoli, @michaelsantoli Katie Kramer, @Kramer_Katie

Months after a Delaware judge voided Elon Musk’s pay package from Tesla, Tesla is asking shareholders to vote again on Musk’s $56B compensation deal. In a proxy statement, the company is also asking shareholders to approve moving Tesla’s incorporation from Delaware to Texas. Tulane Law professor Ann Lipton parses the proxy and the legal precedent for this shareholder vote. President Biden is hoping to triple the China tariff rate on steel and aluminum imports, and Federal Reserve Chair Jay Powell is signaling a longer wait for rate cuts. Plus, the 2024 Paris Olympics are 100 days away! Olympians Maggie Steffens, the Team USA Women’s Water Polo Captain, her teammate Ashleigh Johnson, and Women’s Wheelchair Basketball Paralympian Courtney Ryan say their training is just as intense as ever. And don’t forget to show your support for Squawk Pod! We’re up for a Webby Award, but we can’t win without your votes. Vote for Squawk Pod here, and check out our nominated special series, "Charlie Munger: A Life of Wit and Wisdom," featuring our final interview with the Berkshire Hathaway Vice Chair. Ann Lipton 15:08 Ashleigh Johnson, Courtney Ryan, Maggie Steffens - 26:12 In this episode: Ashleigh Johnson, @theAshJohnson Maggie Steffens, @maggiesteffens Melissa Lee, @MelissaLeeCNBC Andrew Ross Sorkin, @andrewrsorkin Katie Kramer, @Kramer_Katie

Days after bitcoin’s weekend plunge and days before the bitcoin halving, Galaxy Digital CEO Michael Novogratz discusses the trajectory of crypto assets amid geopolitical and monetary policy uncertainty. Shares of Trump Media are down 60% from the company’s high in March, after its debut. Semafor business and finance editor Liz Hoffman discusses Truth Social, the platform Trump Media owns, and she considers who owns the volatile stock–and why. House Speaker Mike Johnson plans to split an aid package for Ukraine, Israel, and other U.S. allies into separate bills. Punchbowl News co-founder Jake Sherman discusses what’s at stake for Speaker Johnson (R-LA) and for the GOP. Plus, CNBC’s Emily Wilkins reports on lawmakers encouraging the Nasdaq to delist Chinese companies blacklisted by the Defense Department. And don’t forget to show your support for Squawk Pod! We’re up for a Webby Award, but we can’t win without your votes. Vote for Squawk Pod here, and check out our nominated special series, "Charlie Munger: A Life of Wit and Wisdom," featuring our final interview with the Berkshire Hathaway Vice Chair. Jake Sherman - 02:27 Emily Wilkins - 06:33 Mike Novogratz - 12:06 Liz Hoffman - 24:02 In this episode: Liz Hoffman, @lizrhoffman Jake Sherman, @JakeSherman Emily Wilkins, @emrwilkins Melissa Lee, @MelissaLeeCNBC Andrew Ross Sorkin, @andrewrsorkin Katie Kramer, @Kramer_Katie

In a first-ever direct attack, Iran launched 300 drones and missiles at military targets inside Israel. The New York Times National Security Correspondent David Sanger explains the geopolitics at play in the Middle East and beyond, including the roles of China and Russia in a conflict between Iran and Israel. CNBC’s Eamon Javers discusses the US response in Washington, and CNBC’s Steve Liesman explains the impact of escalating tensions on the markets and on Fed policy. Plus, it’s tax day! IRS Commissioner Daniel Werfel shares news we can all use: late filing fees, online returns, and the probability of a refund–even from 2020! And, Squawk Pod is nominated for a Webby Award! Vote for Squawk Pod here and support our special series, "Charlie Munger: A Life of Wit and Wisdom," featuring our final interview with the Berkshire Hathaway Vice Chair. Eamon Javers - 02:55 David Sanger - 11:00 Steve Liesman - 18:54 Daniel Werfel - 29:01 In this episode: Eamon Javers, @EamonJavers Andrew Ross Sorkin, @andrewrsorkin Leslie Picker, @LesliePicker Michael Santoli, @michaelsantoli Katie Kramer, @Kramer_Katie

The Anti-Defamation League has released its Antisemitism Report Cards, grading U.S. universities on rates of antisemitism and administration responses to discrimination against Jewish students. ADL CEO Jonathan Greenblatt explains why institutions like MIT, Harvard, and Princeton got failing grades, and what it means for prospective students. As food inflation rises, Agriculture Secretary Tom Vilsack discusses rising costs, dwindling farmland, and encouraging entrepreneurship among American farmers. Amazon stock has hit an all-time-high, nearing a $2T market capitalization; head of internet research at Evercore ISI Mark Mahaney explains his stock picks for the tech sector. CNBC’s Julia Boorstin reports that the divest-or-ban TikTok bill is hitting snags in the Senate. Plus, what do Taylor Swift and Squawk Pod have in common? We’re both nominated for a Webby Award! Vote for Squawk Pod here and support our special series, "Charlie Munger: A Life of Wit and Wisdom," featuring our final interview with the Berkshire Hathaway Vice Chair. Mark Mahaney Julia Boorstin 13:37 Tom Vilsack 16:34 Jonathan Greenblatt 24:48 In this episode: Jonathan Greenblatt, @JGreenblattADL Andrew Ross Sorkin, @andrewrsorkin Becky Quick, @BeckyQuick Katie Kramer, @Kramer_Katie

Amazon CEO Andy Jassy sits down with Andrew Ross Sorkin at Amazon headquarters in Seattle, the morning Jassy published his annual letter to shareholders. In an extended, wide-ranging conversation with Andrew, Andy Jassy discusses AI-enabled transformations (like delivery drones!), building out technology for every part of the tech stack, and streaming sports on Amazon Prime. Plus, Jassy weighs in on regulator scrutiny on the tech industry, as well as in-office work. Plus, Squawk Pod is up for a Webby Award! Vote for us here and support Squawk Pod’s special series, "Charlie Munger: A Life of Wit and Wisdom," featuring our final interview with the Berkshire Hathaway Vice Chair. Andy Jassy - 10:48 In this episode: Andy Jassy, @ajassy Andrew Ross Sorkin, @andrewrsorkin Becky Quick, @BeckyQuick Michael Santoli, @michaelsantoli Katie Kramer, @Kramer_Katie

The Consumer Price Index came in hotter than expected, rising 3.5% from a year ago and 0.4% on the month. CNBC’s Rick Santelli and Steve Liesman break down the report and its implications for the Federal Reserve’s monetary policy with former Labor Department Chief Economist Betsey Stevenson. A Boeing engineer has turned whistleblower, alleging issues on the Boeing aircraft assembly line. Former FAA Administrator Randy Babbitt discusses the workplace culture across the airline industry, taking stock of the toll manufacturing culture takes on aircraft safety. Deputy Treasury Secretary Wally Adeyemo is urging Congress to approve regulatory tools to crack down on cybercriminals using cryptocurrencies. Adeyemo explains his concerns with crypto crime, including the Treasury's recommended reforms. Plus, Intel has unveiled a new AI chip, the USPS is raising the price of stamps, and Scrabble is making board changes to encourage teamwork. Wally Adeyemo - 12:55 Randy Babbitt - 19:00 In this episode: Wally Adeyemo, @wallyadeyemo Steve Liesman, @steveliesman Becky Quick, @BeckyQuick Andrew Ross Sorkin, @andrewrsorkin Katie Kramer, @Kramer_Katie

President Biden will host Japanese Prime Minister Fumio Kishida in the first White House visit from Japan’s PM since 2015. U.S. Ambassador to Japan Rahm Emanuel discusses geopolitics in Asia and managing a “frenemy” relationship with China. YouTuber group Dude Perfect has secured over $100m from investor Jason Illian, the general partner at Highmount Capital. They discuss the group's expansion beyond YouTube and the many trickshots in their 15 years of content creation. Plus, the UConn Huskies triumphed in the men's March Madness tournament, Google is making adjustments to its employee message board, and Elon Musk's predicts AI will be outsmarting humans by the end of next year. Rahm Emanuel - 10:27 Dude Perfect - 23:35 In this episode: Rahm Emanuel, @USAmbJapan Dude Perfect, @DudePerfect Jason Illian, @JasonIllian Becky Quick, @BeckyQuick Andrew Ross Sorkin, @andrewrsorkin Zach Vallese, @zachvallese

Former NASA astronaut Mike Massimino is watching the eclipse from Arkansas, square in the path of totality. He explains how to safely view the event, either with special glasses or with a pinhole camera. South Carolina women’s basketball defeated Caitlin Clark’s Iowa team in the NCAA championship. WNBA Commissioner Cathy Engelbert, former Deloitte CEO, discusses the victory’s momentum for women’s sports and record breaking viewership. U.S. Treasury Secretary Janet Yellen is in China, and CNBC’s Sara Eisen reports that her visit has been covered positively by the Chinese media. Plus, Snapchat is responding to backlash for its “friend ranking” feature, and Brazilian Supreme Court Justice has initiated an investigation of Elon Musk over his refusal to restrict certain X accounts in Brazil. Happy eclipse viewing! Cathy Engelbert - 15:44 Mike Massimino - 21:32 In this episode: Mike Massimino, @Astro_Mike Sara Eisen, @SaraEisen Becky Quick, @BeckyQuick Andrew Ross Sorkin, @andrewrsorkin Cameron Costa, @CameronCostaNY

After the Francis Scott Key Bridge collapse, Baltimore is hoping to clear debris in the port and rebuild. Ahead of President Biden’s visit to the city, Maryland Governor discusses Baltimore’s importance to the entire U.S. economy, and delivers a message to lawmakers in Washington reluctant to approve federal funds for the rebuild. Venture capitalist Alan Patricof has seen many tech revolutions, and he’s optimistic about AI’s. At 89, he’s not slowing down; he discusses his investments in the AI-enabled longevity economy, and his perspective on America’s retirement ecosystem. Plus, the U.S. economy added 303,000 jobs in March, well above expectations. CNBC’s Rick Santelli and Steve Liesman break down the unemployment rate and what the numbers mean for the Federal Reserve’s fight against inflation. Rick Santelli & Steve Liesman - 04:49 Emily Wilkins - 17:02 Gov. Wes Moore - 18:25 Alan Patricof - 26:24 In this episode: Gov. Wes Moore, @iamwesmoore Emily Wilkins, @emrwilkins Becky Quick, @BeckyQuick Andrew Ross Sorkin, @andrewrsorkin Katie Kramer: @Kramer_Katie

Disney’s Bob Iger has won his boardroom proxy battle against Nelson Peltz. Media mogul and IAC Chairman Barry Diller weighs in on the evolution of entertainment, including the path forward for Disney, for Paramount Global, and for streamers competing with Netflix. As founder of Fox Broadcasting and former CEO of Paramount, Diller shares his perspective on TikTok, AI, and a four-day workweek. Plus, Snapchat is testing a new feature for subscribed users: rankings in friend orbits. The Wall Street Journal suggests that Snapchat’s newest innovation could make social media’s toll on teen mental health even worse. Tech venture capitalist Bradley Tusk discusses the rising rates of anxiety and depression among young people, and he highlights the need for federal regulation of social media. Barry Diller - 13:14 Bradley Tusk - 33:51 In this episode: Joe Kernen, @JoeSquawk Becky Quick, @BeckyQuick Andrew Ross Sorkin, @andrewrsorkin Katie Kramer: @Kramer_Katie

Billionaire hedge funder and Point72 CEO and Chairman Steve Cohen discusses his $2.4B purchase of the New York Mets, his investment in golf via the PGA and Tomorrow Golf League, and his bet on sports business. Cohen shares his view on AI equities and on the Federal Reserve’s goal of a 2% inflation rate. Plus, an update on the boardroom drama at Disney. Steven Cohen - 10:52 In this episode: Steven Cohen, @StevenACohen2 Joe Kernen, @JoeSquawk Becky Quick, @BeckyQuick Andrew Ross Sorkin, @andrewrsorkin Katie Kramer: @Kramer_Katie

Neuberger Berman senior portfolio manager Steve Eisman weighs in on the Federal Reserve’s interest rate debate; Eisman says, the economy is fine, and the Fed has no reason to cut rates this year. Former Flywheel CEO Sarah Robb O’Hagan explains her experiment with a four-day-workweek at her new company, Exos. Plus, Disney’s future hangs in the balance of a board vote this week, shares of Trump Media stock DJT jumped and then stumbled over 20%, and Google is destroying billions of “private” and “incognito” data records, settling a consumer privacy lawsuit. Steven Eisman - 16:14 Sarah Robb O’Hagan - 29:54 In this episode: Steven Eisman, @EismanSteven Joe Kernen, @JoeSquawk Becky Quick, @BeckyQuick Andrew Ross Sorkin, @andrewrsorkin Katie Kramer: @Kramer_Katie

Half a million California fast food workers are getting a pay bump, starting today. A $20 minimum wage might be good for workers, but McDonald’s franchisee Scott Rodrick warns, it might mean higher costs for business owners and for consumers. In DC, Mayor Muriel Bowser struck a deal to keep the Washington Capitals and Wizards playing in their home city. Mayor Bowser explains the sports deal and addresses concerns about crime in her city. Plus, CNBC’s Robert Frank reports that stocks have fueled a wealth boom, and the Federal Reserve has another data point to factor into interest rate policy: core PCE. Robert Frank - 09:03 Mayor Muriel Bowser - 15:26 Kate Rogers - 25:27 Scott Rodrick - 28:54 In this episode: Muriel Bowser, @MayorBowser Robert Frank, @robtfrank Joe Kernen, @JoeSquawk Becky Quick, @BeckyQuick Andrew Ross Sorkin, @andrewrsorkin Katie Kramer: @Kramer_Katie

Home Depot has made an $18B deal for SRS Distribution, attempting to expand its reach among home improvement professionals, and Federal Reserve Governor Chris Waller says he’s in no rush to cut interest rates. Ahead of FTX founder Sam Bankman-Fried’s sentencing, Puck founding partner Teddy Schleifer considers the implications of the court proceeding, both for SBF and for America’s criminal justice system. Plus, TikTok has launched a $2.1 million advertising campaign aimed at Senators. CNBC’s Steve Liesman reports that the divest-or-ban TikTok bill in Congress has split support among voters in CNBC’s latest All America Survey. He joins Yale Lecturer Joanne Lipman and NYU’s Co-Director of the Center for Social Media and Politics Josh Tucker in a discussion about TikTok’s role in young voter behavior and the future of American democracy. Steve Liesman - 8:42 Teddy Schleifer - 16:49 Joanne Lipman - 30:16 Josh Tucker - 30:16 In this episode: Teddy Schleifer, @teddyschleifer Steve Liesman, @steveliesman Joe Kernen, @JoeSquawk Becky Quick, @BeckyQuick Katie Kramer: @Kramer_Katie

Robinhood has unveiled its first credit card, and it’s made of gold. CEO Vlad Tenev shares details of his company’s foray into credit, and he weighs in on Elon Musk’s hopes for payment processing on X, as well as meme stock mania. The FDA has approved Merck’s treatment for a rare lung and cardiovascular condition, but the drug’s launch price is steep. Former FDA Commissioner and board member at Pfizer and Illumina Dr. Scott Gottlieb discusses the pressures and mandatory discounts that factor into drug pricing. Plus, Elon Musk’s Neuralink has enabled a person with paralysis to play chess online, but one lawmaker is raising concerns about whether the brain implant should have been approved for human testing so quickly. And, the latest on the Baltimore bridge collapse, Gamestop’s miss and the NFL starts early on holiday planning. Vlad Tenev - 14:06 Scott Gottlieb - 29:37 In this episode: Vlad Tenev, @vladtenev Joe Kernen, @JoeSquawk Becky Quick, @BeckyQuick Katie Kramer: @Kramer_Katie

Baltimore’s Francis Scott Key bridge partially collapsed after being hit by a cargo ship; NBC’s Tom Costello is on the ground in Baltimore with details. In Florida, the state has banned social media for children under 14, regardless of guardian consent. BlackRock CEO Larry Fink is warning America: a retirement crisis is coming. The Wall Street Journal’s Chief Economics Commentator Greg Ip discusses the slow creep of politics into American boardrooms, as well as the similarities between the U.S. economic trajectory and China’s. Plus, McDonald’s will sell Krispy Kreme doughnuts nationwide, cocoa prices are rising, and Kate Rooney reports that Mastercard and Visa have reached a $30B settlement over credit card fees. Tom Costello - 02:13 Greg Ip - 15:54 Kate Rooney - 27:23 In this episode: Tom Costello. @tomcostellonbc Kate Rooney, @Kr00ney Joe Kernen, @JoeSquawk Becky Quick, @BeckyQuick Katie Kramer: @Kramer_Katie

Boeing CEO Dave Calhoun will step down at the end of 2024. After a tumultuous year for the company, Boeing is shifting leadership: board chair Larry Kellner will resign, as well as president and CEO of Boeing Commercial Airplanes, Stan Deal. Calhoun sits down with CNBC’s Phil LeBeau, in his first interview after the announcement. In a wide ranging conversation, the outgoing Boeing CEO explains the company culture and the tug between quality and quantity on the Boeing manufacturing line. The EU has launched a probe into Meta, Apple, and Alphabet. Author Walter Isaacson discusses allegations of anti-competitive behavior and regulations’ potential benefits for consumers. Plus, the FAA is boosting scrutiny on United Airlines, and Congress averted a government shutdown–for now. Walter Isaacson - 10:15 Phil LeBeau - 22:11 Dave Calhoun - 28:04 In this episode: Phil LeBeau, @Lebeaucarnews Joe Kernen, @JoeSquawk Becky Quick, @BeckyQuick Katie Kramer: @Kramer_Katie

Reddit, after 19 years, is a public company. After listing on the NYSE, shares of the social media platform popped, pushing the market cap to $9.5B. The company offered some of its users and moderators an opportunity to buy into the IPO, but CNBC.com reporter Jonathan Vanian explains that many chose not to do so. In a conversation exclusive to Squawk Pod, Vanian recounts the long, complicated road to a Reddit debut, and he looks ahead to the risks that remain in the tenuous dynamic between Reddit leadership and moderators with a history of revolt. One of those moderators, Courtnie Swearingen, co-led a Reddit moderator protest in 2015 and explains her hopes and concerns for Reddit’s future. CNBC’s Kate Rogers explains the productivity gap in this work-from-home era, and CNBC’s Steve Kovach explains the Department of Justice’s antitrust lawsuit against Apple. Plus, airline CEOs want a meeting with Boeing’s board–but not with its CEO. Kate Rogers - 16:41 Jonathan Vanian - 24:22 Courtnie Swearingen - 29:05 In this episode: Jonathan Vanian, @JonathanVanian Joe Kernen, @JoeSquawk Becky Quick, @BeckyQuick Cameron Costa, @CameronCostaNY

The Federal Reserve held interest rates steady this week, signaling a plan to cut rates multiple times this year. Economist and Allianz and Gramercy advisor Mohamed El-Erian explains the Fed’s dovish stance and its implications for the markets. As the government shutdown deadline looms, lawmakers have released a $1.2T spending bill. Speaker Mike Johnson (R-Louisiana) discusses the bill, funding for Israel, the US deficit, and the difficulties of a divided Congress. The Department of Justice has sued Apple, alleging the company’s anti-competitive practices extend beyond its hardware products. CNBC’s Steve Kovach explains Apple’s business strategy and regulatory hurdles. Plus, Elon Musk’s Neuralink has landed a big win. Mohamed El-Erian - 04:23 Rep. Mike Johnson - 16:19 Steve Kovach - 31:25 In this episode: Mike Johnson, @SpeakerJohnson Joe Kernen, @JoeSquawk Becky Quick, @BeckyQuick Katie Kramer: @Kramer_Katie

Election season brings concerns of disinformation, interference, and deep fakes. Former Chief Security Officer of Facebook and current SentinelOne Chief Trust Officer Alex Stamos shares his biggest concerns for voters and democracy this year. A government shutdown looms once again, over lawmakers; CNBC’s Emily Wilkins discusses the spending bills that Congress still needs to pass before the deadline. Also in DC, the Biden administration will give Intel up to $8.5B in direct funding for computer chips in four states. Plus, Chipotle is moving forward with a 50-for-1 stock split, and happy International Day of Happiness! Harvard Professor and host of “How to Build a Happy Life” Arthur Brooks shares his tips for living better. Emily Wilkins - 14:09 Alex Stamos - 20:56 Arthur Brooks - 30:44 In this episode: Arthur Brooks, @arthurbrooks Joe Kernen, @JoeSquawk Becky Quick, @BeckyQuick Katie Kramer: @Kramer_Katie

Nvidia has unveiled its newest generation AI chip: the Blackwell GB200. At the company’s developers conference in San Jose, CEO Jensen Huang explains Nvidia’s newest (and biggest) GPUs, as well as its latest software product. Harvest Portfolio Management’s Paul Meeks discusses the new chip and Nvidia’s forward-looking strategy. The real estate industry is undergoing its biggest change in decades: the National Association of Realtors’ $418m settlement has changed the standard structure for commissions. Bravo star of “Million Dollar Listing New York” and “Sell It Like Serhant” Ryan Serhant explains the changes for buyers, sellers, and agents. Plus, filmmaker George Lucas is backing Disney CEO Bob Iger in the company’s proxy battle with activist investor Nelson Peltz. Becky Quick reports that Lucas is Disney’s largest individual shareholder. Paul Meeks - 04:06 Ryan Serhant - 14:07 In this episode: Ryan Serhant, @RyanSerhant Joe Kernen, @JoeSquawk Becky Quick, @BeckyQuick Cameron Costa, @CameronCostaNY

Apple is reportedly in talks with Google to license AI model suite Gemini for iPhones. CNBC’s Steve Kovach discusses the report and the impact it could have on regulatory concerns for big tech. Palantir co-founder and tech investor/entrepreneur Joe Lonsdale shares his perspective on Reddit’s imminent IPO and on AI’s trajectory, both for economic efficiency and for sentience. Japan’s Nippon Steel plans to buy U.S. Steel for over $14B, but President Biden has spoken out against the deal. President of the U.S. Steel Union David McCall explains why he welcomes the President’s comments. Plus, the Fed kicks off its next two day policy meeting this week, and Vladimir Putin will serve another six-years as Russia’s leader. Steve Kovach- 10:12 Joe Lonsdale - 15:18 David McCall - 25:56 In this episode: Joe Lonsdale, @JTLonsdale Joe Kernen, @JoeSquawk Becky Quick, @BeckyQuick Cameron Costa, @CameronCostaNY

Saudi Arabia is reportedly making a $1B pitch to the women’s and men’s professional tennis tours, in the Kingdom’s latest push into global sports. Coach to Coco Gauff and former tennis pro Brad Gilbert joins from the Indian Wells tournament to discuss the changes afoot for tennis. TikTok dad-ager and D’Amelio Brands co-founder Marc D’Amelio is managing risk to Dixie and Charli D’Amelio’s TikTok revenue streams as the TikTok divest-or-ban bill progresses in Congress. Plus, United Airlines is looking to Airbus, amid Boeing’s manufacturing issues, and hot inflation data could cool the pace of the Fed’s next move on interest rates. Marc D'Amelio - 17:21 Brad Gilbert - 23:44 In this episode: Brad Gilbert, @bgtennisnation Marc D’Amelio, @marcdamelio Joe Kernen, @JoeSquawk Becky Quick, @BeckyQuick Andrew Ross Sorkin, @andrewrsorkin Cameron Costa, @CameronCostaNY

Former Treasury Secretary Steven Mnuchin is looking at buying TikTok, after the House passed a bill pushing for Bytedance’s divestiture of the platform. Mnuchin weighs in on the social media business, the U.S. deficit, and former President Donald Trump’s vision for another 4 years in the White House. Disney is in the midst of a proxy fight with billionaire activist investor Nelson Peltz. 13D Monitor founder Kenneth Squire explains the various characters and their roles in the drama, including Ike Perlmutter, former Disney CFO Jay Rasulo, and Disney’s CEO Bob Iger. Plus, Altria is selling over $2B of its stake in AB InBev, and former CNN anchor Don Lemon’s X show is no more, after Elon Musk canceled the partnership…after he gave Lemon an interview. Steven Mnuchin - 14:14 Kenneth Squire - 34:19 In this episode: Joe Kernen, @JoeSquawk Becky Quick, @BeckyQuick Andrew Ross Sorkin, @andrewrsorkin Cameron Costa, @CameronCostaNY

The House has passed a bill calling for Chinese giant Bytedance to divest TiKTok US or face a stateside ban. Senator Ted Cruz (R-Tex.) explains how he’ll consider the legislation once it gets to the Senate, as well as his concerns about CCP involvement in tech used in the United States. Alaska Airlines has confirmed that the plane whose door plug blew out mid-flight was scheduled for maintenance later that day. CNBC’s Phil Lebeau discusses Boeing’s 737 Max crisis and the subsequent lawsuit, flight cuts, and path forward. Plus, a report from The New York Times highlights car features that share driver behavior with insurance companies that use the data to set premiums. Former White House Chief Information Officer Theresa Payton considers the consumer data privacy issues at play. Phil Lebeau - 02:37 Sen. Ted Cruz - 17:20 Theresa Payton - 32:38 In this episode: Ted Cruz, @SenTedCruz Theresa Payton, @TrackerPayton Joe Kernen, @JoeSquawk Becky Quick, @BeckyQuick Andrew Ross Sorkin, @andrewrsorkin Cameron Costa, @CameronCostaNY

Ahead of the Reddit IPO, former Reddit CEO Ellen Pao discusses the platform’s reliance on Reddit users and its data-selling strategy for profitability as a public company. Plus, she weighs in on the dangers of unchecked online forums, suggesting that TikTok may be one of multiple national security risks. Also online, entrepreneur Sonny Caberwal is attempting to use social media AI algorithms for good; his app Legends builds confidence in young internet users before they develop mental health issues from negativity online. Plus, JPMorgan Chase CEO Jamie Dimon is urging the Fed to wait for a rate cut, and the FAA audit of the Boeing 737 Max production facility reportedly found “dozens of issues.” Ellen Pao - 12:44 Sonny Caberwal - 23:32 In this episode: Joe Kernen, @JoeSquawk Becky Quick, @BeckyQuick Andrew Ross Sorkin, @andrewrsorkin Cameron Costa, @CameronCostaNY

In an extended interview, presumptive Republican presidential nominee Donald Trump shares his vision for TikTok, China, electric vehicles, and tariffs, should he win the 2024 election. Trump discusses his March meeting with Elon Musk, as well as his recent shift in position on banning TikTok. He points to curbing the growth of Facebook, which he considers “an enemy of the people,” as one reason not to ban TikTok. Former SEC Chairman Jay Clayton, a one-time member of the Trump administration, considers the regulatory changes awaiting in a second Trump administration. On Capitol Hill, lawmakers prepare to vote on a bill that could block TikTok in the U.S.; CNBC’s Emily Wilkins reports, many DC players are lobbying for the platform. Plus, CNBC’s Leslie Picker has the details of Reddit’s updated IPO filing, bitcoin is climbing, and Nvidia is weathering a lawsuit and some stock volatility. Emily Wilkins - 03:47 Leslie Picker - 09:47 Jay Clayton - 14:19 Donald J. Trump - 15:03 In this episode: Joe Kernen, @JoeSquawk Andrew Ross Sorkin, @andrewrsorkin Melissa Lee, @MelissaLeeCNBC Cameron Costa, @CameronCostaNY

President Biden delivered his State of the Union, addressing the tax code, inflationary pressures, and American unions 8 months before the 2024 election. Axios National Political Correspondent Alex Thompson discusses the speech, the reception on the hill, and the impact it may have on voters. TikTokkers inundated their government representatives with calls this week, as lawmakers voted on legislation targeting the platform’s parent company ByteDance. A House committee unanimously approved a bill aimed at forcing a ByteDance divestiture of TikTok; Representative Cathy McMorris Rodgers (R-Wash.) explains the bill’s intended impact, and characterizes the move as “not a ban.” Plus, the February jobs report came in above expectations, while unemployment ticked up to 3.9%. Former Federal Reserve Vice Chair Roger Ferguson explains how the report is likely to impact the Fed’s interest rate strategy in 2024. Alex Thompson - 04:29 Rep. Cathy McMorris Rodgers - 19:45 Roger Ferguson - 27:42 In this episode: Rep. Cathy McMorris Rodgers, @cathymcmorris Alex Thompson, @AlexThomp Joe Kernen, @JoeSquawk Becky Quick, @BeckyQuick Katie Kramer, @Kramer_Katie

Becky Quick sits down with RTX Chairman and CEO Greg Hayes in Washington, DC, where he’s meeting with fellow Business Roundtable members. Hayes discusses military support and funding for Ukraine, AI technologies on the battlefield, and bolstering jobs at home in the U.S. In this episode: Becky Quick, @BeckyQuick Cameron Costa, @CameronCostaNY

Becky Quick sits down with ConocoPhillips CEO Ryan Lance in Washington, DC, where he’s meeting with fellow Business Roundtable members. Lance discusses the economic optimism displayed in the latest BRT CEO Survey, as well as his concerns about regulation in his industry and beyond. Energy giants are hoping to consolidate, and Lance reacts to the government’s scrutiny on those deals. In this episode: Becky Quick, @BeckyQuick Cameron Costa, @CameronCostaNY

Nikki Haley has ended her bid for the White House as the country digests Super Tuesday’s results. Harvard Professor and host of “How to Build a Happy Life” Arthur Brooks discusses the “dark triad” of American politics, and he offers a guide to navigate the 8 polarizing months until election day. Dartmouth’s Men’s Basketball has voted to unionize; Sports Business Journal reporter Ben Portnoy explains the gravity of this moment for college athletics. Plus, OpenAI has responded to Elon Musk’s lawsuit. Arthur Brooks - 13:23 Ben Portnoy - 23:39 In this episode: Arthur Brooks, @arthurbrooks Ben Portnoy, @bportnoy15 Joe Kernen, @JoeSquawk Becky Quick, @BeckyQuick Cameron Costa, @CameronCostaNY

It’s Super Tuesday! Republicans in 15 states are voting for their preferred Presidential candidate while Democrats hold their own primaries and caucuses across multiple states. Target reported better-than-expected results in the holiday quarter. CEO Brian Cornell discusses the retailer’s plans to open new stores and navigate food and beverage inflation. Even Cookie Monster has an opinion: “Me hate shrinkflation!” Transportation Secretary Pete Buttigieg discusses airline safety and manufacturing standards in light of Boeing’s recent issues. Secretary Buttigieg weighs in on border security, party politics in Washington, and job creation across the country. Plus, Google co-founder Sergey Brin has admitted, they “definitely messed up,” on the company’s AI Gemini training, and Jeff Bezos has replaced Elon Musk as the world’s richest person–for now. Megan Cassella - 03:39 Brian Cornell - 11:48 Secretary Pete Buttigieg - 26:56 In this episode: Pete Buttigieg, @SecretaryPete Joe Kernen, @JoeSquawk Becky Quick, @BeckyQuick Cameron Costa, @CameronCostaNY

Congress has released details of six budget bills to avert a government shutdown this weekend. Also in DC, Nikki Haley has notched her first win of the 2024 election cycle, just in time for Super Tuesday. Dune 2 raked in $81 million in its box office debut, a big win for Warner Bros. Discovery. Lightshed’s Rich Greenfield discusses the movie-goer landscape and the best releases on streaming and in theaters. The EU has hit Apple with a $1.95B antitrust fine. CNBC’s Steve Kovach explains what’s next for the tech giant, and whether its latest hardware innovations can make up for its undivulged AI strategy. Plus, this Women’s History Month, journalist Joanne Lipman is highlighting the economic value of women in the workforce–both for companies and for the country’s GDP. Steve Kovach - 10:54 Rich Greenfield - 16:54 Joanne Lipman - 23:07 In this episode: Joanne Lipman, @joannelipman Joe Kernen, @JoeSquawk Becky Quick, @BeckyQuick Katie Kramer, @Kramer_Katie

Elon Musk is suing OpenAI, the company he co-founded. His argument: Sam Altman and the OpenAI team have departed from the founding mission to innovate “for the benefit of humanity broadly.” Along with the rest of the country, New York City is navigating a migrant crisis. NYC Mayor Eric Adams discusses his plans for the city’s newest residents, the city’s uptick in illegal marijuana shops, regulating social media, and the rising presence of electric vehicles. Plus, a month after Apple launched its Vision Pro, Wall Street Journal personal tech columnist Joanna Stern says she’s using it differently now, than she was at first–like on planes and for workouts. Steve Kovach - 09:12 Mayor Eric Adams - 18:32 Joanna Stern - 33:10 In this episode: Eric Adams, @NYCMayor Joanna Stern, @JoannaStern Joe Kernen, @JoeSquawk Andrew Ross Sorkin, @andrewrsorkin Becky Quick, @BeckyQuick Katie Kramer, @Kramer_Katie

China’s auto business is booming, with electric vehicles filling roads around the world. Phil Lebeau with a surprising report on global demand from South America. The Commerce Department will investigate national security risks from “connected autos” that have parts manufactured in China or other countries of concern. Council on Foreign Relations President Michael Froman describes the potential risks to Americans’ data. The Anti-Defamation League’s Jonathan Greenblatt discusses new data that shows 24% of Americans harbor antisemitic prejudice, a number showing a concerning rise. Plus, Emily Wikins on the averted government shutdown, Oprah departs the WW board at a tough time for the weight-loss company and Wendy’s clarifies dynamic pricing. Emily Wilkins - 02:21 Phil Lebeau - 13:49 Michael Froman - 17:19 Jonathan Greenblatt - 24:50 In this episode: Michael Froman, @MikeFroman Jonathan Greenblatt, @JGreenblattADL Joe Kernen, @JoeSquawk Andrew Ross Sorkin, @andrewrsorkin Becky Quick, @BeckyQuick Katie Kramer, @Kramer_Katie

Apple is winding down its electric car strategy after 10 years of quiet work. Apple is also reportedly making a last effort to avert an antitrust probe. UnitedHealth, owner of the largest insurer in the U.S., is facing an antitrust probe of its own. Former FDA Commissioner Dr. Scott Gottlieb argues that consolidation in the industry is partly a consequence of hospitals and physicians losing money on Medicare. Starbucks and Workers United are making progress. Unionized Starbucks employees will now receive the wage hikes their nonunion colleagues received in 2022. Plus, AI is coming for every industry and every workplace. Former head of HR for Goldman Sachs Edith Cooper discusses the risks of new technology and the value that human workers still offer. Dr. Scott Gottlieb - 16:48 Edith Cooper - 25:14 In this episode: Scott Gottlieb, @ScottGottliebMD Joe Kernen, @JoeSquawk Andrew Ross Sorkin, @andrewrsorkin Melissa Lee, @MelissaLeeCNBC Katie Kramer, @Kramer_Katie

Google has taken its Gemini AI image generator offline after the tool’s historically inaccurate images prompted criticism across the internet. Heroic Ventures founder, futurist and podcaster Michael Fertik discusses various LLM controversies–some involving Elon Musk–and the solutions to bias in AI. Fertik underlines the importance of these “fixes” early in AI adoption, before AI-generated inaccuracies find their way into public knowledge. Anthony Scaramucci breaks down CNBC’s latest conversation with JPMorgan CEO Jamie Dimon, including his perspective on the economy, bitcoin, and politics. Plus, CNBC’s Sharon Epperson loves talking about personal finance, but a new survey shows that many people–and many women–do not. Tune into CNBC’s “Women & Wealth” event on March 5th for more personal finance conversation. Anthony Scaramucci - 02:53 Michael Fertik - 22:41 Sharon Epperson - 31:13 In this episode: Michael Fertik, @michaelfertik Anthony Scaramucci, @scaramucci Sharon Epperson, @Sharon_Epperson Joe Kernen, @JoeSquawk Andrew Ross Sorkin, @andrewrsorkin Katie Kramer, @Kramer_Katie

Nikki Haley lost to former President Donald Trump in the South Carolina Republican primary, but she’s committed to her campaign. Punchbowl News co-founder Jake Sherman discusses the 2024 race and its impact on progress in Congress. Amid uncertainty, the market has hit 52-week highs; whatever happens, Professor Jeremy Siegel says he’s bullish on the markets. Plus, a BP executive’s husband pleaded guilty to work-from-home eavesdropping and insider trading, and retail analyst Dana Telsey explains the trend cycles–and the inevitable return of skinny jeans. Dana Telsey - 15:15 Jeremy Siegel - 20:06 Jake Sherman - 30:58 In this episode: Jake Sherman, @JakeSherman Joe Kernen, @JoeSquawk Andrew Ross Sorkin, @andrewrsorkin Katie Kramer, @Kramer_Katie

Reddit has filed for an IPO! The social media company plans to list on the New York Stock Exchange under the ticker RDDT, but Wall Street is asking questions about its business model–and its plans for advertising. Big Technology founder Alex Kantrowitz parses the S-1 filing and the company’s growth trajectory. Spot bitcoin ETFs are available to the masses, thanks to last month’s regulatory approval, and Grayscale CEO Michael Sonnenshein explains where he’s hoping to find his next set of returns. On Thursday, the markets rallied–the Dow Jones Industrial Average clocked its 13th record close so far in 2024, after Nvidia’s knockout quarter. Plus, it’s the first US lunar landing in 50 years, and it’s the first company moon landing ever. Alex Kantrowitz - 15:50 Michael Sonnenshein - 21:58 In this episode: Alex Kantrowitz, @Kantrowitz Joe Kernen, @JoeSquawk Andrew Ross Sorkin, @andrewrsorkin Katie Kramer, @Kramer_Katie

Nvidia’s fourth quarter blew past expectations. The chip maker's revenue tripled from last year, hitting $22B in one quarter. Sapphire Ventures partner Cathy Gao explains how Nvidia’s boom is impacting the private AI market. Another company did not fare as well in its fourth quarter: Rivian. The EV-maker is cutting 10% of its workforce. The Presidential candidate Nikki Haley is still fundraising; Puck founder Teddy Schleifer weighs in on the 2024 race, the slate of candidates, and the likelihood of a newcomer in the Democratic Party. Plus, the circus is back! Kenneth Feld, CEO of Feld Entertainment and owner of the Ringling Bros. Barnum & Bailey Circus, discusses the event’s return to audiences–without animals. Cathy Gao - 4:26 Teddy Schleifer - 12:06 Kenneth Feld - 25:41 In this episode: Teddy Schleifer, @teddyschleifer Joe Kernen, @JoeSquawk Andrew Ross Sorkin, @andrewrsorkin Katie Kramer, @Kramer_Katie

Washington lawmakers like Senator Elizabeth Warren (D-Mass.) are raising concerns over Capital One’s planned acquisition of Discover. Antitrust laws and consumer protections are just part of the regulatory pushback on the deal. Pulitzer Prize-winning author Charles Duhigg is out with a new book, “Supercommunicators.” He explains what differentiates a good communicator from a super one, including a polite, inquisitive attitude. Manhattan Institute’s Allison Schrager warns that 401ks might be gone in 10 years, as the government seeks additional sources of revenue. Plus, Uber joins Dow Transports, Amazon joins the Dow Jones Industrial Average, and Intuitive Machines’ stock–and lunar mission–is on the move. Charles Duhigg - 13:21 Allison Schrager - 24:47 In this episode: Charles Duhigg, @cduhigg Joe Kernen, @JoeSquawk Andrew Ross Sorkin, @andrewrsorkin Katie Kramer, @Kramer_Katie

It’s big news for your wallet: Capital One is set to acquire Discover in a $35.3B all-stock deal, pending any regulatory hurdles. In the run-up to the 2024 election, Axios co-founder Mike Allen is watching two key issues: President Biden’s upcoming State of the Union, and former President Trump’s days in court. In DC, the Biden administration is awarding chipmaker GlobalFoundries $1.5B for semiconductor production; National Economic Council Director Lael Brainard discusses the White House’s program to bolster jobs and chips in the US. Plus, crude prices and bitcoin prices are on the rise. Lael Brainard - 10:46 Mike Allen - 21:09 In this episode: Mike Allen, @mikeallen Joe Kernen, @JoeSquawk Andrew Ross Sorkin, @andrewrsorkin Katie Kramer, @Kramer_Katie

Russian media has announced the death of Alexei Navalny, the imprisoned opponent to Vladimir Putin. Convening with other global defense leaders at the Munich Security Conference, former CIA Director General David Petraeus discusses Navalny’s death and legacy, as well as news that the FBI disrupted a Russian cyber espionage operation. Disney, Warner Bros. Discovery, and Fox might face regulatory scrutiny for their attempt to launch a new sports streaming platform. Former FTC Commissioner Mozelle Thompson discusses the streamers’ potential plans and how the sports leagues have responded. A Saudi investing group is snapping up shares of The Children’s Place, and both Roku and DraftKings stocks fell on each company’s respective quarterly reports. Plus, the NCAA has a new women’s high-scorer, after Iowa’s Caitlin Clark broke the all-time NCAA scoring record in Thursday night’s game. Gen. David Petraeus - 11:42 Mozelle Thompson - 22:09 In this episode: Joe Kernen, @JoeSquawk Becky Quick, @BeckyQuick Cameron Costa, @CameronCostaNY

Thousands of flight attendants are picketing at dozens of airports around the country. President of the Association of Flight Attendants Sara Nelson explains the wage increases her colleagues are requesting. Cisco and Morgan Stanley are the latest firms to announce layoffs, joining the ranks of UPS, Paramount Global, Amazon, Macy’s, Alphabet, Levi Strauss, and others. Recruiter.com chairman Evan Sohn discusses a workforce “reshuffling” across industries, including the impact of AI on hiring trends. Japan and the U.K. are facing recessions, New York City is taking on social media, and Berkshire Hathaway has asked the SEC to keep its disclosure of one of its investments private. CNBC’s Leslie Picker discusses hedge fund moves in Q4, as shown in 13F filings. Plus, 15 years after authorities discovered Texas billionaire R. Allen Stanford’s $7B Ponzi scheme, CNBC’s Scott Cohn follows the ongoing issues for Stanford’s 18,000 victims. Leslie Picker - 05:28 Scott Cohn - 08:17 Sara Nelson - 13:49 Evan Sohn - 23:07 In this episode: Sara Nelson, @FlyingwithSara Leslie Picker, @LesliePicker Scott Cohn, @ScottCohnTV Joe Kernen, @JoeSquawk Becky Quick, @BeckyQuick Andrew Ross Sorkin, @andrewrsorkin Katie Kramer, @Kramer_Katie

A month after approving spot Bitcoin ETFs, SEC Chair Gary Gensler shares his perspective on cryptocurrency. In an extended conversation with Joe Kernen, Becky Quick, and Andrew Ross Sorkin, he discusses market risks for investors, the responsibilities of investment advisors employing AI, and much more. Hot CPI data on Tuesday sparked a market sell-off and suggested that America’s inflation woes are far from over. Plus, an error in Lyft’s earnings report sent the stock into a Lyft-off, and the Democrats flipped a House seat in a special election on Long Island. Gary Gensler - 14:32 In this episode: Gary Gensler, @GaryGensler Joe Kernen, @JoeSquawk Becky Quick, @BeckyQuick Andrew Ross Sorkin, @andrewrsorkin Katie Kramer, @Kramer_Katie

Expedia’s CEO says travelers are in a new era after post-pandemic revenge travel has faded. Peter Kern explains travel demand and his four years turning the travel company technology first, as he prepares to leave the C-suite in May. Author Jared Cohen has penned a new book; in “Life After Power,” Cohen examines the chapters after leadership for seven U.S. Presidents who explored new roles and more purpose after leaving the White House. Uber, Lyft, and Doordash drivers plan on striking this week, and thousands of flight attendants will also picket, both groups pushing for higher pay. Plus, viral (Berkshire Hathaway-owned) Squishmallows is suing a competitor, flight and CNBC’s Emily Wilkins reports that the Senate has passed a $95B bill that includes aid funding for Israel, Ukraine, and Taiwan. Emily Wilkins - 02:50 Peter Kern - 11:46 Jared Cohen - 21:07 In this episode: Joe Kernen, @JoeSquawk Becky Quick, @BeckyQuick Andrew Ross Sorkin, @andrewrsorkin Katie Kramer, @Kramer_Katie

Elon Musk is swapping Neuralink’s Delaware incorporation for one in Nevada, after a Delaware judge struck down his $55.8B Tesla pay package. Separately, the SEC has asked Musk to testify in a probe of his Twitter takeover. Elon Musk biographer and Perella Weinberg advisory partner Walter Isaacson shares takeaways from his time chronicling the billionaire, including Musk’s frustration with multiple regulatory threats. Plus, after the Kansas City victory, Kevin Krim, CEO of advertising tracking company EDO, explains which Super Bowl ads paid off for advertisers; paying around $7 million for 30 seconds, big brands bet big on the big game. President Biden’s Super Bowl message hit on snacks–and shrinkflation. Walter Isaacson - 18:21 Kevin Krim - 29:18 In this episode: Joe Kernen, @JoeSquawk Becky Quick, @BeckyQuick Andrew Ross Sorkin, @andrewrsorkin Katie Kramer, @Kramer_Katie

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

In this bonus episode of Squawk Pod, Google CEO Sundar Pichai discusses Google’s newest iteration of AI, now known as Gemini. He explains which aspects of Google’s AI excite him the most, including Gemini’s ability to interpret images and video. Plus, Pichai comments on AI’s innovation trajectory, combating deep fakes, and working with regulators to build a safe internet. Andrew Ross Sorkin digests the interview with Joe Kernen, and Becky Quick. In this episode: Sundar Pichai, @sundarpichai Joe Kernen, @JoeSquawk Becky Quick, @BeckyQuick Andrew Ross Sorkin, @andrewrsorkin Katie Kramer, @Kramer_Katie

Disney’s first quarter earnings report beat estimates and revealed multiple new deals, releases and events in the year ahead. Disney’s new CFO Hugh Johnston discusses the media giant’s investment in Epic Games, its plan for an ESPN sports streaming service, and Taylor Swift’s Eras Tour, soon available on Disney+. Plus, NBC’s Chief International Correspondent Keir Simmons is on the ground in Iraq, after a U.S. drone strike killed a commander in an Iran-backed militia. Keir Simmons - 02:16 Hugh Johnston - 14:35 In this episode: Keir Simmons, @KeirSimmons Joe Kernen, @JoeSquawk Becky Quick, @BeckyQuick Andrew Ross Sorkin, @andrewrsorkin Katie Kramer, @Kramer_Katie

Disney-owned ESPN, Warner Bros. Discovery, and Fox are launching a joint sports streaming platform this year, with each party owning a third of the newly formed company. Sports entrepreneur and Kevin Durant’s long-time agent Rich Kleiman says he likes the media move, for sports and for athletes, although many factors–like the cost for consumers and the name of the venture–are still unknown. Plus, in his latest essay, Minneapolis Fed President Neel Kashkari is reading the economy’s mixed signals. In his interview with Joe Kernen, Becky Quick, and Andrew Ross Sorkin, he’s calling the U.S. economy “remarkably resilient,” but he and his colleagues at the central bank are holding out for more positive economic data before making a decision to cut interest rates. Neel Kashkari - 15:28 Rich Kleiman - 29:02 In this episode: Rich Kleiman, @richkleiman Neel Kashkari, @neelkashkari Joe Kernen, @JoeSquawk Becky Quick, @BeckyQuick Andrew Ross Sorkin, @andrewrsorkin Katie Kramer, @Kramer_Katie

Billionaire investor Leon Cooperman forecasts that stocks could see losses this year, while long-duration Treasury yields could test higher again. The Omega Family Office chairman and CEO also discusses the latest market trends, the Fed’s rate path decision, state of the economy, antisemitism on campus, the 2024 Presidential race, Elon Musk, and more. Shares of Palantir popped Tuesday, a day after the company released fourth-quarter earnings that detailed strong demand for its AI offerings. Plus, Boeing’s grappling with its latest issues, and Snap says it will lay off 10% of its workforce worldwide to “promote in-person collaboration.” Leon Cooperman - 13:33 In this episode: Joe Kernen, @JoeSquawk Becky Quick, @BeckyQuick Andrew Ross Sorkin, @andrewrsorkin Katie Kramer, @Kramer_Katie

Episode 3, Catching a Spy: CNBC’s Eamon Javers reveals the fate of Xu Yanjun, the spy from China that targeted GE and one of its engineers.  He also talks to the leaders of the Senate Intelligence Committee, FBI Director Christopher Wray and China experts to find out what key U.S. industries are in the crosshairs of China’s plans for global economic domination and what risks this poses to U.S. businesses.  He also explores the fallout to the Chinese American community from a Department of Justice program initiated in 2018 to investigate cases of U.S. technology theft by the Chinese government.  Javers also finds out that the federal investigation into Xu Yanjun led to a surprising discovery.----CNBC Documentaries examines the case of a Chinese government spy who tried to steal trade secrets from some of America’s biggest companies, including GE, Boeing and Honeywell. Correspondent Eamon Javers talks with prosecutors, intelligence experts and government officials, including the Director of the FBI, Christopher Wray — all of whom say the case is an example of China’s desire to dominate global markets through any means necessary, including stealing technology from the heart of corporate America. In this special podcast series, Javers explores the shadowy world of spies and the industrial battle space that has millions of U.S. jobs on the line. “China’s Corporate Spy War” originally aired on CNBC in June 2023. To watch China's Corporate Spy War and other CNBC Documentaries go to: https://www.cnbc.com/documentaries/

Episode 2, Tricks of Tradecraft: CNBC’s Eamon Javers talks to a former chief of counterintelligence at the CIA, James Olson, whose expertise from his 31-year career makes him essential to understanding the case of a spy from China who targeted GE’s jet engine trade secrets.  Javers also interviews aviation analysts to discuss the challenges China faces in building its own commercial passenger planes, why it would be after GE’s technology, and why the technology is so difficult to master or replicate. ----CNBC Documentaries examines the case of a Chinese government spy who tried to steal trade secrets from some of America’s biggest companies, including GE, Boeing and Honeywell. Correspondent Eamon Javers talks with prosecutors, intelligence experts and government officials, including the Director of the FBI, Christopher Wray — all of whom say the case is an example of China’s desire to dominate global markets through any means necessary, including stealing technology from the heart of corporate America. In this special podcast series, Javers explores the shadowy world of spies and the industrial battle space that has millions of U.S. jobs on the line. “China’s Corporate Spy War” originally aired on CNBC in June 2023. To watch China's Corporate Spy War and other CNBC Documentaries go to: https://www.cnbc.com/documentaries/

Episode 1, A Spy Finds His Target: CNBC Documentaries dives into the undercover world of economic espionage and details an illicit campaign by China’s government to steal high tech trade secrets from some of the biggest companies in the United States. Correspondent Eamon Javers follows the story of Xu Yanjun, a Chinese government spy who targeted GE and one of its engineers in an attempt to steal valuable proprietary information about its jet engine technology. Javers travels to Cincinnati where the company is based and interviews prosecutors that worked on the Xu case, finding out how the spy targeted the engineer, lured him to China and set in motion a federal investigation. ---- CNBC Documentaries examines the case of a Chinese government spy who tried to steal trade secrets from some of America’s biggest companies, including GE, Boeing and Honeywell. Correspondent Eamon Javers talks with prosecutors, intelligence experts and government officials, including the Director of the FBI, Christopher Wray — all of whom say the case is an example of China’s desire to dominate global markets through any means necessary, including stealing technology from the heart of corporate America. In this special podcast series, Javers explores the shadowy world of spies and the industrial battle space that has millions of U.S. jobs on the line. “China’s Corporate Spy War” originally aired on CNBC in June 2023. To watch China's Corporate Spy War and other CNBC Documentaries go to: https://www.cnbc.com/documentaries/

Senators have unveiled a $118B bipartisan deal for international aid and border security, but it might face resistance in the House. Senator Mark Warner (D-Virginia) explains the package and his greatest security concerns after the U.S. and U.K. military strikes in Syria, Iraq, and Yemen. Just Capital is out with the JUST 100, the annual ranking of U.S. companies on 20 core issues and 5 key stakeholders: workers, communities, shareholders & governance, customers, and the environment. CNBC’s Brandon Gomez explains the ranking system and reports that this year, Hewlett Packard Enterprise topped the list with its employee benefits and environmental goals and policies. Founder of Just Capital–and founder of Tudor Investments–Paul Tudor Jones discusses the value of the JUST rankings, and HPE CEO Antonio Neri discusses the attention to all stakeholders that shapes his business. Plus, Boeing’s found another quality issue in its 737s, and Taylor Swift will make it home from Tokyo–just in time for the Super Bowl. Senator Mark Warner - 13:28 Paul Tudor Jones & Antonio Neri - 28:15 In this episode: Paul Tudor Jones, @ptj_official Antonio Neri, @AntonioNeri_HPE Sen. Mark Warner, @MarkWarner Brandon Gomez, @bgomezreports Joe Kernen, @JoeSquawk Becky Quick, @BeckyQuick Andrew Ross Sorkin, @andrewrsorkin Katie Kramer, @Kramer_Katie

Becky Quick and Joe Kernen are live at AT&T Pebble Beach Pro Am. The two sit down with AT&T CEO John Stankey to discuss sponsoring the golf tournament, the company’s latest earnings report, future of communications, and more. Plus, back in New York, Andrew Ross Sorkin is trying on the Apple Vision Pro along with The Wall Street Journal’s Senior Personal Technology Columnist Joanna Stern. She gives her take on the new Apple product, how it compares to other mixed reality headsets, and if it’s worth the $3,500 price tag. Also, the U.S. economy added 353,000 jobs in January, crushing expectations but raising questions about future decisions on rate hikes by the Federal Reserve. And American Express CEO Stephen Squeri shares lessons learned from the pandemic, insights from Warren Buffett, and collaborations with other businesses to offer deals on Amex cards. Joanna Stern - 12:06 John Stankey - 21:23 In this episode: Joanna Stern, @JoannaStern Andrew Ross Sorkin, @andrewrsorkin Becky Quick, @BeckyQuick Joe Kernen, @JoeSquawk Zach Vallese, @zachvallese

CEOs from the top social media companies testified yesterday on Capitol Hill about safeguarding children on their respective platforms. Arturo Béjar, former Facebook engineering director and former Instagram consultant, discussed key takeaways, what companies can do to safeguard their apps, and more. Frank Luntz, FIL Inc. pollster and political strategist, discusses the state of the 2024 race and why many Biden voters are looking for a change. Interest rate cut expectations were pushed out Wednesday after Federal Reserve Chair Jerome Powell said it’s unlikely the central bank will lower rates in March. Plus, Elon Musk asked his followers via a straw poll on X whether Tesla should change the state where it is incorporated to Texas, where its physical headquarters are. More than 80% of those who voted said yes. Arturo Béjar: 15:23 Frank Luntz: 23:02 In this episode: Frank Luntz, @FrankLuntz Melissa Lee, @MelissaLeeCNBC Andrew Ross Sorkin, @andrewrsorkin Michael Santoli, @michaelsantoli Zach Vallese, @zachvallese

A Delaware judge has invalidated Tesla CEO Elon Musk's $56 billion pay package, citing the board's failure to prove its fairness and lack of evidence regarding negotiations. Thousands have been laid off across the tech industry, including at Microsoft, Alphabet, eBay, and PayPal. Alex Kantrowitz, founder of Big Technology, considers AI’s impact on the workforce. Starbucks lowered its same store sales forecasts and reported a growth in iced drinks, in its latest quarter. CFO Rachel Ruggeri outlines the company's first quarter, its 2024 outlook, and consumer appetite, abroad and at home. Plus, Nikki Haley is still fundraising from billionaires, and Universal Music Group will pull its music–like that of Taylor Swift and Olivia Rodrigo–off of TikTok. Alex Kantrowitz - 15:10 Rachel Ruggeri - 21:45 In this episode: Alex Kantrowitz, @Kantrowitz Contessa Brewer, @contessabrewer Robert Frank, @robtfrank Michael Santoli, @michaelsantoli Cameron Costa, @CameronCostaNY

The Federal Reserve begins its two-day meeting today, deciding whether to cut interest rates, raise them, or hold them steady. Allianz chief economic advisor Mohamed El-Erian discusses his expectations for this week’s meeting, as well as the bigger picture of the U.S. in context with the EU’s economy. Wall Street billionaires are fundraising for Presidential hopeful Nikki Haley today; Puck’s founding partner Teddy Schleifer shares his outlook on Haley’s trajectory and on the relevance of Wall Street donors in DC politics. Plus, OpenAI is working on AI safety and education guidelines for teens, Elon Musk says his Neuralink chip has been successfully implanted in a human’s brain, Tom Brady has made a “Nobull” deal, and IBM is cracking down on its work-from-home policy. Teddy Schleifer - 12:17 Mohamed El-Erian - 22:05 In this episode: Teddy Schleifer, @teddyschleifer Becky Quick, @BeckyQuick Michael Santoli, @michaelsantoli Cameron Costa, @CameronCostaNY

Presidential hopeful Nikki Haley says she’ll stay in the race for the White House at least through Super Tuesday. After three U.S. troops were killed in a drone strike in Jordan, Haley shares how she’d manage tensions with Iran and conflict in the region, as well as her plan to secure America’s borders. The Federal Trade Commission is taking a close look at big tech’s deals for AI innovators; FTC Chair Lina Khan explains her rationale for scrutiny and her strategy for encouraging American competitiveness through regulation. Plus, United Airlines might be looking to Airbus after Boeing’s multiple manufacturing issues, and Vince McMahon has resigned from WWE and TKO Group following disturbing allegations against him. Nikki Haley - 15:16 Lina Khan - 27:36 In this episode: Nikki Haley, @NikkiHaley Lina Khan, @linakhanFTC Becky Quick, @BeckyQuick Andrew Ross Sorkin, @andrewrsorkin Katie Kramer, @Kramer_Katie

NBA legend Dwyane Wade has launched a new podcast, “The Why with Dwyane Wade.” The businessman, author, philanthropist, and newly Oscar-nominated documentary producer discusses his attitude toward lifelong learning and his commitment to tell impactful stories on his platforms. President Biden has paused approvals for U.S. exports from new liquefied natural gas projects. Secretary of Energy Jennifer Granholm explains the environmental reviews taking place during the pause, as well as the administration’s approach to electrification. The PCE, the Federal Reserve’s preferred metric for inflation, showed the pace of inflation is cooling, setting the stage for next week’s Fed meeting. Plus, CNBC’s Jane Wells is on the ground in Maui, following the community’s recovery from the devastating fires six months ago. Jane Wells - 07:30 Sec. Jennifer Granholm - 12:44 Dwyane Wade - 26:28 In this episode: Dwyane Wade, @DWade Jane Wells, @janewells Becky Quick, @BeckyQuick Joe Kernen, @JoeSquawk Andrew Ross Sorkin, @andrewrsorkin Cameron Costa, @CameronCostaNY

GDP in the fourth quarter of 2023 increased 3.3%, beating economist expectations. After Tesla reported a miss on revenue and profit in its fourth quarter, CNBC’s Phil Lebeau explains the results and the slowing growth for EV makers across the board. Plus, gearing up to the general election, Financial Services Committee Chair Rep. Patrick McHenry (R-North Carolina) discusses the push to get deals done in Congress. IBM, eBay, TikTok, Amazon, Google and other tech players are laying off workers; employment consultant Jason Greer explains the role of AI in today’s evolving labor market. Phil Lebeau - 4:08 Jason Greer - 19:29 Patrick McHenry - 32:51 In this episode Rep. Patrick McHenry, @PatrickMcHenry Phil Lebeau, @Lebeaucarnews Becky Quick, @BeckyQuick Joe Kernen, @JoeSquawk Andrew Ross Sorkin, @andrewrsorkin Cameron Costa, @CameronCostaNY

Nikki Haley has lost to Donald Trump in the New Hampshire primary, but she’s staying in the race. Pollster and strategist Frank Luntz discusses her chances of succeeding in the next primary, in her home state of South Carolina. After multiple manufacturing issues in the last few years, Boeing’s CEO Dave Calhoun is meeting with lawmakers on Capitol Hill. One leader he’s meeting: Senator Jerry Moran (R-Kan.), ranking member of the Aviation Subcommittee, who’s sharing his concerns for passenger safety and regulatory oversight at the company. Plus, CNBC’s Julia Boorstin has big WWE and subscriber news from Netflix, and Samsung is now competing with Oura in the wearable tech space. Oura CEO Tom Hale discusses the Oura ring’s popularity and many patents, and the limitations of physics and technology that make developing proprietary wearable health tech–like Oura rings and Apple Watches–so tricky. Frank Luntz - 4:16 Jerry Moran - 15:09 Tom Hale - 24:24 Julia Boorstin - 34:47 In this episode: Sen. Jerry Moran, @JerryMoran Julia Boorstin, @JBoorstin Becky Quick, @BeckyQuick Joe Kernen, @JoeSquawk Andrew Ross Sorkin, @andrewrsorkin Cameron Costa, @CameronCostaNY

The New Hampshire primary is underway! New Hampshire Governor Chris Sununu discusses the current face-off between Nikki Haley and former President Donald Trump, and explains the importance of momentum for Haley’s White House bid. United Airlines reported its fourth quarter results, but investors are zeroed in on the airline’s first quarter forecast. CNBC’s Phil LeBeau and United CEO Scott Kirby discuss the pressure Boeing’s manufacturing issues have placed on United’s business, and the effect Max 9 groundings will have on the airline’s financials. Plus, Jack Ma and Joe Tsai are doubling down on Alibaba, the company they cofounded, and the SEC has new details on its X account hack–and the fake bitcoin post currently under FBI, CFTC, and DoJ scrutiny. Chris Sununu - 11:50 Scott Kirby - 19:31 In this episode: Chris Sununu, @GovChrisSununu Scott Kirby, @united Phil Lebeau, @Lebeaucarnews Becky Quick, @BeckyQuick Joe Kernen, @JoeSquawk Andrew Ross Sorkin, @andrewrsorkin Cameron Costa, @CameronCostaNY

Florida Governor Ron Desantis has pulled out of the Presidential race ahead of the New Hampshire primary. Joe Kernen, Becky Quick, and Andrew Ross Sorkin digest his announcement and his new endorsement of former President Donald Trump. During last week’s World Economic Forum in Davos, AI took center stage; Palantir co-founder and tech investor/entrepreneur Joe Lonsdale shares his projections for AI’s impact on industry and labor. CNBC’s Steve Kovach explains the regulatory and legal slog ahead for Apple, which might be lagging behind Microsoft in today’s innovation wave. Plus, it was a big weekend for Detroit! Washington University in St. Louis Sports Business Director Patrick Rishe discusses the betting ecosystem around football’s underdogs in the playoffs: the Lions. Steve Kovach - 10:21 Joe Lonsdale - 16:27 Patrick Rishe - 25:05 In this episode: Joe Lonsdale, @JTLonsdale Becky Quick, @BeckyQuick Joe Kernen, @JoeSquawk Andrew Ross Sorkin, @andrewrsorkin Cameron Costa, @CameronCostaNY