Squawk Pod

Department of Justice antitrust officials will reportedly ask a judge to force Alphabet to sell its Chrome browser. Google’s former CEO Eric Schmidt considers the friction between big tech and the government, and weighs how tech regulation might change under another Donald Trump administration. In Schmidt’s new book “Genesis: Artificial Intelligence, Hope, and the Human Spirit,” he explores the future of tech and AI regulation, as well as the line between humanity and technology. Martha Stewart is now an author of 100 books! Stewart’s newest cookbook coincides with drama over the Netflix documentary chronicling her life. She sets the record straight on her feud with a journalist and her “brat” attitude, as lauded by Charli XCX on Saturday Night Live. Plus, Russia says Ukraine launched an attack with U.S.-made long-range missiles, and CNBC’s Megan Casella has the latest on the sweepstakes for Trump’s Treasury Secretary pick. Eric Schmidt - 12:54 Martha Stewart - 27:10 In this episode: Eric Schmidt, @ericschmidt Martha Stewart, @MarthaStewart Becky Quick, @BeckyQuick Joe Kernen, @JoeSquawk Andrew Ross Sorkin, @andrewrsorkin Katie Kramer, @Kramer_Katie

As President-elect Donald Trump quickly reveals his picks for roles in his administration, Axios co-founder Mike Allen suggests what each name means for Trump’s priorities in his next administration. While some picks are surprises, the contenders for Treasury Secretary are predictable, so far. In the AI revolution, platform Perplexity is rolling out a shopping feature to extend user queries from informational to transactional. CEO and co-founder Aravind Srinivas says, successful AI models will start narrowing focus and offering actions, as well as answers. Plus, Tesla stock is surging, Spirit Airlines has filed for bankruptcy, and the NBA and Warner Bros. Discovery have reached a settlement. Mike Allen - 05:39 Aravind Srinivas - 26:57 In this episode: Mike Allen, @mikeallen Aravind Srinivas, @AravSrinivas Becky Quick, @BeckyQuick Joe Kernen, @JoeSquawk Andrew Ross Sorkin, @andrewrsorkin Katie Kramer, @Kramer_Katie

Vaccine stocks are falling after President-elect Donald Trump has tapped Robert F. Kennedy Jr. to be his Secretary of Health and Human Services. Former Walgreens Boots Alliance executive, John Driscoll, shares his concerns about the potential impact and what it could mean for the future of healthcare policy. Home Depot CEO, Ted Decker, discusses how inflation is hitting consumers and how the company is responding to the pressure. Plus, Ark Invest’s Cathie Wood discusses her bet on Tesla and what she thinks Elon Musk’s new role in government could mean for the company - and for the future of innovation in the U.S. John Driscoll - 02:24 Ted Decker - 13:11 Cathie Wood - 30:29 In this episode: Cathie Wood, @CathieDWood Becky Quick, @BeckyQuick Joe Kernen, @JoeSquawk Andrew Ross Sorkin, @andrewrsorkin Zach Vallese, @zachvallese

President-elect Donald Trump said he will nominate Rep. Matt Gaetz, (R) Florida, to be attorney general. CNBC’s Eamon Javers has the latest from Florida on the surprising selection, as Gaetz is the subject of a House Ethics Committee investigation into whether he engaged in sexual misconduct. Tom Barrack, a longtime Trump ally who chaired his 2016 inaugural committee, shares his insight on the president-elect’s hiring style, the Department of Government Efficiency and expectations for Trump’s second term. Plus, the FBI raided Polymarket CEO Shayne Coplan’s home and the AI version of Andrew Ross Sorkin makes a special Squawk Box appearance. Eamon Javers - 02:23 Tom Barrack - 19:32 In this episode: Eamon Javers, @EamonJavers Tom Barrack, @TomBarrackJr Becky Quick, @BeckyQuick Joe Kernen, @JoeSquawk Andrew Ross Sorkin, @andrewrsorkin Zach Vallese, @zachvallese

President-elect Trump announced last night that Elon Musk and Vivek Ramaswamy will head a Department of Government Efficiency, DOGE for short, to trim government spending during his second administration. CNBC’s Eamon Javers has the Trump team’s latest from West Palm Beach. Next, the Senate is gearing up for a vote today on who will be the next majority leader. Eric Cantor, Wall Street executive and former Republican House leader, gives his prediction on the leadership race and discusses his outlook for M&A and regulation under Trump. Also, shares of fast-casual Mediterranean restaurant Cava are soaring on the company’s earnings beat. CEO Brett Schulman says Cava is a “category-defining brand” and discusses his growth outlook. Eamon Javers - 02:23 Eric Cantor - 16:21 Brett Schulman - 27:20 In this episode: Eamon Javers, @EamonJavers Eric Cantor, @EricCantor Becky Quick, @BeckyQuick Joe Kernen, @JoeSquawk Andrew Ross Sorkin, @andrewrsorkin Katie Kramer, @Kramer_Katie

Lawmakers and economists are debating the future of the Federal Reserve after President-elect Trump’s promises to fire Fed Chair Jay Powell and Senator Mike Lee’s (R-UT) call to #EndTheFed. Judy Shelton and CNBC’s Steve Liesman to discuss the role of the central bank and the constitutional precedent for Fed independence. As the AI revolution ramps up, Goldman Sachs’s Jared Cohen highlights the infrastructure needed to support the technology’s energy demands. Cohen calls for “data center diplomacy” as AI underscores geopolitics and competition between China and the United States. Plus, the price of bitcoin reached nearly $90,000, Trump’s victory has lifted Elon Musk’s net worth by $70 billion, and Trump’s latest picks for his second administration include Sen. Marco Rubio, Rep. Mike Waltz and Gov. Kristi Noem. Jared Cohen - 12:43 Judy Shelton - 25:53 In this episode: Jared Cohen, @JaredCohen Judy Shelton, @judyshel Steve Liesman, @steveliesman Eamon Javers, @EamonJavers Becky Quick, @BeckyQuick Joe Kernen, @JoeSquawk Andrew Ross Sorkin, @andrewrsorkin Katie Kramer, @Kramer_Katie

President-elect Donald Trump has begun to make his first appointments in his new administration. Over the weekend, he named Tom Homan as border czar, said Nikki Haley and Mike Pompeo will not join his second term, and wrote on Truth Social that the Senate majority leader should agree to allow recess appointments to Trump’s cabinet. On X, Senator Mike Lee (R-Utah) suggested reasons to “#EndtheFed,” garnering support from Elon Musk. Lazard CEO Peter Orszag weighs in on Fed independence and discusses what to expect after the transfer of power, including the market impact and the M&A cycle. Next, Property Brothers Drew and Jonathan Scott discuss the state of the housing market and their new HGTV show “Don’t Hate Your House,” focused on how homeowners who can't move are renovating their homes. Peter Orzag - 14:21 Drew & Jonathan Scott - 29:01 In this episode: Drew Scott, @MrDrewScott Jonathan Scott, @JonathanScott Becky Quick, @BeckyQuick Joe Kernen, @JoeSquawk Andrew Ross Sorkin, @andrewrsorkin Katie Kramer, @Kramer_Katie

In the central bank’s latest decision, the Federal Reserve cut its benchmark rate by 25bps. While Democrats wrestle with what went wrong for Vice President Harris, Republicans are making plans for President-Elect Trump 2.0. Former Republican presidential candidate Vivek Ramaswamy and former Trump staffer turned Harris-backer Anthony Scaramucci debate immigration policy and whether the country can “turn the page” under the new administration. Plus, Susie Wiles will be Donald Trump’s White House chief of staff, the Washington Post has called employees back to the office five days a week, and a New Jersey voter endorsed a certain Squawk anchor for president. Steve Liesman - 06:53 Vivek Ramaswamy & Anthony Scaramucci - 19:58 In this episode: Vivek Ramaswamy, @VivekGRamaswamy Anthony Scaramucci, @Scaramucci Joe Kernen, @JoeSquawk Andrew Ross Sorkin, @andrewrsorkin Katie Kramer, @Kramer_Katie

In the week leading up to election day, presidential election contracts on Polymarket, Kalshi, and PredictIt all indicated Donald Trump had a wider lead ahead of Kamala Harris than traditional polls. In his first-ever TV interview, Polymarket CEO Shayne Coplan discusses his company’s role in elections and the rising popularity of prediction markets, which allow bettors to wager on election outcomes. The Wall Street Journal’s Tim Higgins highlights Elon Musk’s influence among young men, saying Musk gave them “purpose” in voting for Trump. Plus, the House race remains uncalled, smart ring maker Oura is out with a new report on election day stress levels, and Wall Street awaits the Federal Reserve’s next rate cut decision. Shayne Coplan - 14:51 Tim Higgins - 32:15 In this episode: Shayne Coplan, @shayne_coplan Tim Higgins, @timkhiggins Becky Quick, @BeckyQuick Joe Kernen, @JoeSquawk Andrew Ross Sorkin, @andrewrsorkin Cameron Costa, @CameronCostaNY

Another Trump administration might mean big changes to America’s financial system. Scott Bessent, economic advisor to Trump and potential Treasury Secretary pick, shares insights on Trump’s proposed tariffs and a red Senate. Plus, Bessent discusses his behind-the-scenes role in shaping Trump’s economic policies. Bessent - 03:33 In this episode: Becky Quick, @BeckyQuick Joe Kernen, @JoeSquawk Andrew Ross Sorkin, @andrewrsorkin Katie Kramer, @Kramer_Katie

What are the market implications of a potential "red sweep" in the 2024 election? Billionaire private equity investor and Carlyle Group co-founder David Rubenstein offers his take on what the outcome could mean for the country’s economic future and the markets. Plus, Rubenstein weighs in on the challenges ahead, from tackling the national deficit to navigating political divisions. Rubenstein - 03:42 In this episode: David Rubenstein, @DM_Rubenstein Becky Quick, @BeckyQuick Joe Kernen, @JoeSquawk Andrew Ross Sorkin, @andrewrsorkin Katie Kramer, @Kramer_Katie

In this special episode, we dive deep into morning-after analysis of the 2024 election. How did former President Donald Trump pull off his win? Investment banker Roger Altman breaks down the campaign’s winning argument, pointing to a crucial shift in voter sentiment: "Are you better off than you were four years ago?" Plus, pollster Frank Luntz weighs in on the unwavering support behind Trump and what that means for the future of American politics. He also offers Democrats some advice to move forward. Altman - 04:32 Luntz - 20:53 In this episode: Frank Luntz, @FrankLuntz Becky Quick, @BeckyQuick Joe Kernen, @JoeSquawk Andrew Ross Sorkin, @andrewrsorkin Katie Kramer, @Kramer_Katie

The 2024 presidential election has come to a dramatic close. CNBC’s Senior Washington Correspondent, Eamon Javers, discusses President Trump's stunning electoral victory and the shifting balance of power in Washington. Plus, CNBC’s DC Correspondent, Emily Wilkins, with the latest on the Senate flip that’s reshaping Capitol Hill. Javers - 03:10 Wilkins - 13:25 In this episode: Emily Wilkins, @emrwilkins Eamon Javers, @EamonJavers Becky Quick, @BeckyQuick Joe Kernen, @JoeSquawk Andrew Ross Sorkin, @andrewrsorkin Katie Kramer, @Kramer_Katie

Election day 2024 is finally here! Voters across the country head to the polls today, but results may take longer than 24 hours to confirm. If the race is close, Al Gore’s 2000 campaign chairman Bill Daley tells Americans, have faith in the process! The former chief of staff for President Obama expects to have a sense of the returns on Wednesday morning. Plus, Boeing machinists approved a labor deal, ending the seven-week strike, a judge has rejected a request to block Elon Musk's daily giveaway to Pennsylvania voters, a Wall Street Journal report says Russia is suspected of plotting to sell incendiary devices to U.S.-bound planes, and Fox sold out its Super Bowl ad inventory at record pricing. Daley - 20:33 In this episode: Eamon Javers, @EamonJavers Becky Quick, @BeckyQuick Joe Kernen, @JoeSquawk Andrew Ross Sorkin, @andrewrsorkin Katie Kramer, @Kramer_Katie

In the final 24 hours until election day, media mogul Barry Diller, chairman of IAC and Expedia, discusses the state of the race and his support for Kamala Harris. He says if Harris wins, she should consider asking Elon Musk to serve on her cabinet to help with cutting government costs. Diller also weighs in on the likelihood of an Uber-Expedia deal and a Comcast spin-off. Plus, the Dow Jones Industrial Average is swapping Intel and Dow Inc for Nvidia and Sherman Williams, a Semafor report says policymakers have begun discussing whether Intel needs more assistance, Berkshire Hathaway sold another chunk of its Apple stake, and Salesforce Co-founder Marc Benioff is in talks to sell media company Time. Barry Diller - 16:34 In this episode: Becky Quick, @BeckyQuick Joe Kernen, @JoeSquawk Andrew Ross Sorkin, @andrewrsorkin Katie Kramer, @Kramer_Katie

Oil giant Exxon Mobil reported quarterly results today that beat expectations. Ahead of the presidential election next week, Exxon CEO Darren Woods discusses oil prices, supply and demand, tariffs, Donald Trump’s “drill baby drill” perspective, and the California lawsuit over Exxon’s plastics waste. Next, Arthur Brooks, author and AEI president emeritus, gives a mood check on the country as we head into the election. He says, don’t let the election “ruin your life.” Plus, shares of Amazon and Intel are rising after earnings beat estimates, Boeing and its machinist union have negotiated a new contract offer, Sony is suing CBS over game show revenue from Jeopardy and Wheel of Fortune, and economists are parsing a “noisy” jobs report. Darren Woods - 14:40 Arthurt Brooks - 34:30 In this episode: Arthur Brooks, @arthurbrooks Becky Quick, @BeckyQuick Joe Kernen, @JoeSquawk Andrew Ross Sorkin, @andrewrsorkin Katie Kramer, @Kramer_Katie

After leaving Chipotle to lead Starbucks, CEO Brian Niccol has a plan to turn the iconic coffee brand around. Niccol sat for an exclusive interview with Andrew Ross Sorkin after his first eight weeks at the helm of Starbucks; he’s learning from three straight quarters of declining sales and implementing menu, pricing, and timing changes to the coffee chain. Next, SharkNinja manufactures appliances like robot vacuums, air fryers and ice cream makers, and CEO Mark Barrocas says, those are just the beginning. He discusses the company’s diversification and the impact tariffs could have on his business. Plus, a district attorney ordered Elon Musk to attend an emergency court hearing over his pledge to award $1 million to registered voters in Pennsylvania, eBay’s current quarter guidance fell short of expectations, and Comcast is exploring a separation of its cable networks business. Brian Niccol - 12:21 Mark Barrocas - 24:12 In this episode: Becky Quick, @BeckyQuick Joe Kernen, @JoeSquawk Andrew Ross Sorkin, @andrewrsorkin Cameron Costa, @CameronCostaNY

Silicon Valley is split over the 2024 US Presidential election - Elon Musk and Mark Cuban are making waves, while Mark Zuckerberg has chosen to sit this one out. Chris Kelly, Kelly Investments founder and former Facebook general counsel and chief privacy officer, discusses the role of business leaders in this election, the future of Crypto, and Kelly’s support for Vice President Kamala Harris. CNBC’s Robert Frank reports on shares of Trump Media and its rollercoaster trading session. Trump owns nearly 57% of the company, which operates the Truth Social platform. His stake at Monday’s closing price was worth upward of $5.4 billion. Plus, Reddit’s bet on AI pays off and Starbucks ditches its olive-oil infused coffee. Chris Kelly - 2:27 In this episode: Robert Frank, @robtfrank Becky Quick, @BeckyQuick Joe Kernen, @JoeSquawk Andrew Ross Sorkin, @andrewrsorkin Katie Kramer, @Kramer_Katie

A Donald Trump presidency could be worse for the federal budget than a Harris presidency, according to a new report from the Committee For a Responsible Federal Budget. Either way the election goes, CNBC’s Eamon Javers says the deficit will grow. CNBC’s Steve Liesman considers why neither politicians nor the broader public seem to care about America’s soaring debt, and shares his concerns about the deficit’s economic impact. A week out from election day, Axios co-founder Mike Allen says the MAGA-World is confident. While the election seems like a coin flip, it could end up a landslide for either candidate. Plus, Trump Media shares surged and Washington Post owner Jeff Bezos published an op-ed defending the newspaper’s decision against endorsing a presidential candidate this election cycle. Mike Allen - 30:35 In this episode: Mike Allen, @mikeallen Eamon Javers, @EamonJavers Steve Liesman, @steveliesman Becky Quick, @BeckyQuick Joe Kernen, @JoeSquawk Andrew Ross Sorkin, @andrewrsorkin Katie Kramer, @Kramer_Katie

Donald Trump held a rally at Madison Square Garden in New York on Sunday, kicking off his final appeal to voters as election day approaches. One rally speaker, Rep. Byron Donalds (R-Florida), joined the Squawk set the morning after, discussing a rally joke that sparked controversy and the vitriol surrounding this year’s election. Former Rep. Donna Edwards (D-Maryland) suggests that votes for Vice President Harris are votes for a forward-looking administration, and weighs in on the political tension across the country. Next, Robinhood is joining the election betting game alongside platforms like Polymarket and Kalshi. Despite polls indicating a close race, betting platforms favor former President Trump to win the White House. Kalshi co-founder Tarek Mansour discusses betting market accuracy, as well as competition between the betting platforms. Plus, Boeing announced a capital raise of $18.9 billion, and McDonalds has returned its Quarter Pounder to the menu following the E. coli outbreak. Tarek Mansour - 27:21 Rep. Byron Donalds, fmr. Rep. Donna Edwards - 11:03 In this episode: Rep. Byron Donalds, @ByronDonalds Fmr. Rep. Donna Edwards, @DonnaFEdwards Tarek Mansour, @mansourtarek_ Becky Quick, @BeckyQuick Joe Kernen, @JoeSquawk Andrew Ross Sorkin, @andrewrsorkin Cameron Costa, @CameronCostaNY

The Wall Street Journal is reporting that Elon Musk has spoken to Russian President Vladamir Putin multiple times since 2022. CNBC’s Eamon Javers discusses the details of the report and what we know so far, including what Putin reportedly asked of Musk, and whether these conversations were known by the US government. Joe Lonsdale, Palantir co-founder and long-time friend of Elon Musk, says he thinks it’s highly unlikely Musk broke rules related to national security. Lonsdale also discusses U.S. diplomacy in the Middle East and the potential of a Department of Government Efficiency, should Donald Trump win the election. Plus, Microsoft CEO Satya Nadella asked for pay reduction in the wake of cybersecurity issues within the company, and tickets to this year’s World Series between the Dodgers and the Yankees have a steep price. Javers - 02:33 Lonsdale - 20:28 In this episode: Eamon Javers, @EamonJavers Joe Lonsdale, @JTLonsdale Becky Quick, @BeckyQuick Joe Kernen, @JoeSquawk Andrew Ross Sorkin, @andrewrsorkin Cameron Costa, @CameronCostaNY

The Federal Reserve will make its next decision on interest rates immediately following election day. Former Fed Governor Kevin Warsh is advising his former colleagues at the central bank to do less talking, and more thinking. Warsh considers the meaning of inflation, the role of the Fed, and offers his perspective on the last decision to cut rates by 50 basis points. The morning after Vice President Kamala Harris’ town hall with Anderson Cooper on CNN, pollster and strategist Frank Luntz explains why Harris may be struggling to win over persuadable voters. Steve Liesman breaks down CNBC’s latest election survey and explains the margin for error in both state and national polling. Plus, Boeing machinists on strike rejected the company’s latest labor contract, and Peloton’s stock is surging after an investor’s bullish comments. Kevin Warsh 19:11 Frank Luntz 36:44 In this episode: Phil LeBeau, @Lebeaucarnews Steve Liesman, @steveliesman Becky Quick, @BeckyQuick Joe Kernen, @JoeSquawk Andrew Ross Sorkin, @andrewrsorkin Cameron Costa, @CameronCostaNY

Pershing Square Capital Management CEO Bill Ackman discusses why, after years as a “centrist,” he is supporting Donald Trump in the 2024 election. Comparing the Harris campaign with Trump's, the hedge funder says a Trump win is “in the best interest of the country.” Ackman also discusses the spread of misinformation online–including in his own posts. Plus, a conversation about treasury yields evolves into a spirited political debate, and billionaire Warren Buffett tells CNBC he will not endorse any political candidates, despite impersonators and misinformation about him on social media. Bill Ackman - 19:17 In this episode: Bill Ackman, @BillAckman Becky Quick, @BeckyQuick Joe Kernen, @JoeSquawk Andrew Ross Sorkin, @andrewrsorkin Katie Kramer, @Kramer_Katie

Billionaire and legendary investor Paul Tudor Jones is raising alarms about the U.S. government’s fiscal deficit and the increased spending proposed by both presidential candidates. In an extended interview, he warns that more spending could trigger a sell-off in the bond market. In managing his portfolio, Paul Tudor Jones is betting on commodities and the Nasdaq–but not on fixed income. Plus, Federal Reserve presidents Neel Kashkari and Mary Daly are speaking out on monetary policy, Nike renews its contract with the NBA and WNBA, and TGI Friday’s is filing for bankruptcy. Paul Tudor Jones 13:06 In this episode: Paul Tudor Jones, @ptj_official Becky Quick, @BeckyQuick Joe Kernen, @JoeSquawk Andrew Ross Sorkin, @andrewrsorkin Cameron Costa, @CameronCostaNY

Billionaire investor Mark Cuban hit the campaign trail for Vice President Kamala Harris this weekend in battleground states Arizona and Michigan, while fellow billionaire Elon Musk campaigned for former President Donald Trump in Pennsylvania. Cuban discusses why he’s supporting Harris, why he finds Donald Trump’s tariff plans to be “insane,” and explains that he’ll continue speaking his politics in spite of name calling on social media. Plus, Starboard Value has amassed a significant stake in Kenvue, consumer products brand formerly owned by Johnson & Johnson, and Disney announced a plan for chairman and for Bob Iger’s CEO successor reveal. Mark Cuban: 4:10 Alex Sherman: 30:23 In this episode: Mark Cuban, @mcuban Becky Quick, @BeckyQuick Joe Kernen, @JoeSquawk Andrew Ross Sorkin, @andrewrsorkin Zach Vallese, @zachvallese

Israeli military forces killed Hamas leader Yahya Sinwar on Thursday, the architect of the Oct. 7 terror attacks on Israel last year. Council on Foreign Relations president emeritus Richard Haass considers whether Sinwar’s death will be a turning point in the war in Gaza. Next, MIT’s Simon Johnson was awarded the 2024 Nobel Memorial Prize in Economic Sciences this week. Though he’s newly decorated, he emphasizes the importance of intellectual discourse in democracy. In election news, billionaires Mark Cuban and Elon Musk are hitting the (separate) campaign trails to support their respective picks for president, and Donald Trump’s gains on the election betting platform Polymarket may be inflated by a few big betters. Plus, CVS share prices plummeted as the company replaced its CEO. Richard Haass - 21:14 Simon Johnson - 35:18 In this episode: Richard Haass, @RichardHaass Simon Johnson, @baselinescene Becky Quick, @BeckyQuick Joe Kernen, @JoeSquawk Andrew Ross Sorkin, @andrewrsorkin Katie Kramer, @Kramer_Katie

After years of catering to mobile traders, Robinhood is launching “Robinhood Legend,” a new platform for desktop traders. CEO and co-founder Vlad Tenev joins from the first-ever Hood Summit in Miami to discuss the new platform and explain why he’s working on a separate AI project called Harmonic. Next, Meta has rolled out a new Instagram campaign to educate teens about "sextortion" scams online. Meta’s VP & Global Head of Safety Antigone Davis discusses new safety features and the challenge of keeping Meta’s platforms safe for its youngest users. Plus, Uber has discussed a bid for travel booking company Expedia, Vice President Harris gave a contentious interview with Fox News, and Gen X is most likely to max out their credit cards. Vlad Tenev - 19:30 Antigone Davis - 30:01 In this episode: Vlad Tenev, @vladtenev Antigone Davis, @DavisAntigone Becky Quick, @BeckyQuick Joe Kernen, @JoeSquawk Andrew Ross Sorkin, @andrewrsorkin Katie Kramer, @Kramer_Katie

United Airlines has announced a $1.5B share buyback program, its first since before the pandemic. The plan has inflamed an already contentious relationship between the airline and its flight attendants, who have been pushing for a new contract. The Association of Flight Attendants International President Sara Nelson calls the buyback a “big mistake” and argues that some of that money belongs to the airline’s workers. United CEO Scott Kirby responds to Nelson’s comments, insisting that flight attendants will get an “industry-leading” contract. Plus, Qualcomm might wait until after the election to decide whether to buy Intel and Tom Brady will soon be a part owner of the Las Vegas Raiders. Sara Nelson - 15:19 Scott Kirby - 24:02 In this episode: Sara Nelson, @FlyingWithSara Becky Quick, @BeckyQuick Joe Kernen, @JoeSquawk Andrew Ross Sorkin, @andrewrsorkin Katie Kramer, @Kramer_Katie

Johnson & Johnson released higher-than-expected third-quarter earnings; CFO Joseph Wolk discusses the company’s performance, the latest updates on its talc subsidiary’s bankruptcy and his thoughts on the corporate tax rate heading into the 2024 election. Next, Vice President Harris released a new economic plan on Monday to give Black men more economic opportunities. Charles Phillips, Recognize co-founder and Black Economic Alliance co-chair, discusses the plan and why he’s supporting the Harris economic agenda. Plus, Fed Gov. Waller sees the need for “more caution” going forward with rate cuts, shares of Covergirl’s parent Coty fell after reporting weaker-than-expected revenue, and Tesla’s Optimus robots were assisted by humans at last week’s Cybercab event. Joseph Wolk - 14:53 Charles Phillips - 32:39 In this episode: Charles Phillips, @PhillipsCE Becky Quick, @BeckyQuick Joe Kernen, @JoeSquawk Andrew Ross Sorkin, @andrewrsorkin Katie Kramer, @Kramer_Katie

During SpaceX’s latest Starship test flight on Sunday, its launch tower successfully caught the rocket’s “Super Heavy” booster. “Elon Musk” Biographer Walter Isaacson discusses the latest SpaceX milestone, Tesla’s pivot to AI and robotics, and the Cybercab reveal. He also weighs how Musk’s endorsement of Fmr. Pres. Trump could impact Tesla’s performance. Next, CNBC’s Kate Rooney reports that Wall Street’s hedge funds are competing for an edge using AI, for example through quickly analyzing financial reports or avoiding the “emotional” pitfalls of trading. Plus, the latest national NBC News poll shows the two presidential candidates in a deadlocked race, Musk’s X drops Unilever from its advertising lawsuit, and Delta pauses its hot meal service on more than 200 Detroit flights because of a “food safety issue.” Walter Isaacson 12:22 In this episode: Water Isaacson, @WalterIsaacson Kate Rooney, @Kr00ney Becky Quick, @BeckyQuick Joe Kernen, @JoeSquawk Andrew Ross Sorkin, @andrewrsorkin Zach Vallese, @zachvallese

Companies like SiriusXM and Sonos are using AI chat bots to make customer service experiences “delightful,” thanks to new conversational AI technology from Sierra. The company’s Co-Founders Bret Taylor, who is also the Chairman of OpenAI, and Clay Bavor discuss the new technology and the competitive AI landscape. Next, Tesla held its highly anticipated Cybercab event last night and CNBC’s Phil LeBeau recaps what we learned – and didn’t learn – about the new Cybercab and Robovan. Plus, AMD launched a new AI chip to rival Nvidia’s, Pres. Biden urged Congress to pass Hurricane Milton relief funding, and Nvidia CEO Jensen Huang stops by the Squawk Box set for a surprise appearance! Brett Taylor & Clay Bavor 11:29 Phil LeBeau 27:15 In this episode: Bret Taylor, @btaylor Phil LeBeau, @Lebeaucarnews Becky Quick, @BeckyQuick Joe Kernen, @JoeSquawk Andrew Ross Sorkin, @andrewrsorkin Katie Kramer, @Kramer_Katie

Hurricane Milton hit Florida overnight as a Category 3 storm, leaving millions without power. Florida Gov. Ron DeSantis discusses the recovery efforts and federal response in his state after experiencing two hurricanes in a row. Walmart U.S. President and CEO John Furner joins from the company’s emergency command center to talk about Walmart’s efforts to help victims of both storms. Next, Arthur Brooks, Harvard Kennedy School professor and former AEI president, says as we head into election day, the more you pay attention to politics, the more unhappy you will be. Plus, CNBC’s Robert Frank gives insight on Fmr. President Donald Trump’s promise to end ‘double taxation’ for Americans living abroad and Fed officials are divided on whether to cut rates by half a point in September. John Furner 13:00 Gov. Ron DeSantis 18:28 Albert Brooks 30:48 In this episode: Robert Frank, @robtfrank Gov. Ron DeSantis, @GovRonDeSantis Arthur Brooks, @arthurbrooks Becky Quick, @BeckyQuick Joe Kernen, @JoeSquawk Andrew Ross Sorkin, @andrewrsorkin Katie Kramer, @Kramer_Katie

The U.S. budget deficit has hit $1.8T, according to the Congressional Budget Office. As both presidential candidates discuss how to combat the federal deficit, Budget Committee Chair Rep. Jodey Arrington, (R) Texas, weighs in. Next, Carson Daly, host of “The Voice” and co-host of the “TODAY” show, talks about tackling mental health issues alongside Phil Schermer, CEO of Project Healthy Minds, as the organization prepares for its World Mental Health Day festival and gala tomorrow. Plus, Hurricane Milton is set to make landfall on Florida’s Gulf Coast between Wednesday night and early Thursday morning and the Dept. of Justice is considering a breakup of Google as an antitrust remedy. Eamon Javers - 07:18 Rep. Jodey Arrington - 17:32 Carson Daly & Phil Schermer - 31:56 In this episode: Rep. Jodey Arrington, @RepArrington Phil Schermer, @philschermer Becky Quick, @BeckyQuick Joe Kernen, @JoeSquawk Andrew Ross Sorkin, @andrewrsorkin Katie Kramer, @Kramer_Katie

As we enter the final month before the election, Pollster and Political Strategist Frank Luntz discusses Vice Pres. Kamala Harris’ strategy and string of media appearances, including an interview on “60 Minutes” on Monday. Next, Rep. Chuck Edwards, (R) North Carolina, discusses the Hurricane Helene recovery efforts in his district and the difficulty of accessing reliable on-the-ground information about the storm amid a rise in misinformation. For a list of hurricane relief resources to help the Helene victims, visit edwards.house.gov/helpWNC. Plus, Tampa braces for Hurricane Milton and Hindenburg Research shorts Roblox, alleging the company inflates user metrics to investors and has insufficient safeguards for its child gamers. Frank Luntz 12:17 Rep. Chuck Edwards 27:23 In this episode: Frank Luntz, @FrankLuntz Rep. Chuck Edwards, @RepChuckEdwards Becky Quick, @BeckyQuick Joe Kernen, @JoeSquawk Andrew Ross Sorkin, @andrewrsorkin Katie Kramer, @Kramer_Katie

Under either Presidential candidates’ economic plans the federal debt will soar, but Fmr. Pres. Trump’s plan could cost twice as much as Vice Pres. Harris’s, according to a new report by the Committee for a Responsible Federal Budget. Retired Goldman Sachs Partner Abby Joseph Cohen discusses the state of the economy and the election’s impact on the markets. Next, on the one-year anniversary of the Hamas attacks against Israel, Anti-Defamation League CEO Jonathan Greenblatt talks about the rise in antisemitism in the past year and how to honor the lives lost. Plus, Starboard Value has taken a roughly $1 billion stake in Pfizer and Trump returned to Butler, Pa. this weekend for a rally after the assassination attempt this summer at that same location. Megan Cassella - 16:31 Abby Joseph Cohen - 21:13 Jonathan Greenblatt - 34:42 In this episode: Megan Cassella, @mmcassella Jonathan Greenblatt, @JGreenblattADL Becky Quick, @BeckyQuick Joe Kernen, @JoeSquawk Andrew Ross Sorkin, @andrewrsorkin Katie Kramer, @Kramer_Katie

The commodities exchange KalshiEx has resumed accepting wagers on the outcome of the 2024 congressional election after a federal appeals court lifted a previous hold. Tarek Mansour, founder and CEO of Kalshi, discusses the potential impact to the current state of the election betting market. And, OpenAI announced a major funding achievement, securing $6.6 billion and reaching a post-money valuation of $157 billion, setting a competitive stage against Elon Musk's AI company, xAI. Walter Isaacson, author and Tulane professor, weighs in on the AI technology race between Elon Musk and Sam Altman. Plus, CNBC’s Frank Holland breaks down the significant labor negotiation concluded with U.S. dockworkers and the United States Maritime Alliance reaching a tentative wage agreement, extending their current contract into 2025. Tarek Mansour - 15:59 Walter Issacson - 27:29 In this episode: Frank Holland, @FrankCNBC Walter Isaacson, @walterisaacson Tarek Mansour, @mansourtarek_ Becky Quick, @BeckyQuick Joe Kernen, @JoeSquawk Andrew Ross Sorkin, @andrewrsorkin Zach Vallese, @zachvallese

As dock workers enter their third day of strikes, Sen. Shelley Moore Capito, (R) West Virginia, member of the Commerce Committee, says Pres. Biden should invoke the Taft-Hartley Act to end the strikes. Plus, CNBC’s Sharon Epperson discusses a new poll that finds that 50% of adults say the outcome of the presidential election will directly impact their personal finances. Financial analysts tell Epperson that people should have a financial planning framework no matter the election outcome. If you're looking for an advisor to help develop a framework and long-term plan, check out CNBC's 6th annual Financial Advisor 100 list, recognizing the top firms in the country. Also, Columbia Business School Professor Michel Morris discusses his new book “Tribal,” which tackles why we are so divided and how tribalism impacts politics, the C-suite, college campuses, and more. Sharon Epperson - 12:43 Sen. Capito - 16:51 Michael Morris - 25:09 In this episode: Sharon Epperson, @sharon_epperson Sen. Shelley Moore Capito, @SenCapito Michael Morris, @MichaelMorrisCU Becky Quick, @BeckyQuick Joe Kernen, @JoeSquawk Klaire Odumody, @klairemarie

Iran launched nearly 200 missiles into Israel yesterday in retaliation for its recent killing of Hezbollah leader Hassan Nasrallah. Retired Col. and Medal of Honor Recipient Jack Jacobs discusses how Israel will respond, Iran’s nuclear capabilities, and how oil could be impacted. The Squawk Box anchors share their takeaways from the 2024 election’s only vice presidential debate last night between Sen. J.D. Vance and Gov. Tim Walz. Plus, Fmr. SEC Chairman Jay Clayton and Fmr. NEC Director Gary Cohn talk about the port workers’ strike and the debate, saying the VP candidates delivered “substance” on the issues. Col. Jack Jacobs - 04:22 Gary Cohn and Jay Clayton - 26:49 In this episode: Gary Cohn, @Gary_D_Cohn Becky Quick, @BeckyQuick Joe Kernen, @JoeSquawk Andrew Ross Sorkin, @andrewrsorkin Klaire Odumody, @klairemarie

Approximately 50,000 East and Gulf Coast port workers began a strike last night. Investor and Boston Celtics owner Glenn Hutchins discusses his perspective on the strength of the economy and the possibility of a soft landing for the Fed. Next, Steve MacMillan, CEO of diagnostic maker Hologic, talks about breast cancer awareness and how his company is using AI to help detect cancer. Plus, the death toll from Hurricane Helene has reached 130 people and legendary baseball player Pete Rose has died at age 83. Glenn Hutchins - 12:18 Steve Macmillan - 27:19 In this episode: Becky Quick, @BeckyQuick Joe Kernen, @JoeSquawk Andrew Ross Sorkin, @andrewrsorkin Zach Vallese, @zachvallese

China stocks saw their best rally in 16 years on Monday, with U.S. ETFs following suit as recent economic stimulus measures boosted investor optimism. Meanwhile, CNBC’s Contessa Brewer outlines the devastation in Western North Carolina after floods from Hurricane Helene left entire communities submerged. Buncombe County, which includes Asheville, has reported at least 35 deaths. Asheville’s mayor, Esther Manheimer, addresses the extent of the damage and shared ways the public can assist in recovery efforts. Then, Craig Fugate, the former FEMA administrator, discusses the ongoing recovery process and how people can help. And Tusk Ventures CEO Bradley Tusk, author of ‘Vote With Your Phone,’ delves into the idea of mobile voting, outlining the process of making voting easier and safer. Plus, California Governor Gavin Newsom vetoed a controversial AI safety bill on Sunday, citing concerns raised by the tech industry that it could push AI companies out of the state and stifle innovation. Contessa Brewer - 14:37 Esther Manheimer - 19:10 Craig Fugate - 25:21 Bradley Tusk - 31:17 Contessa Brewer, @contessabrewer Bradley Tusk, @TuskVentures Esther Manheimer, @EstherManheimer Craig Fugate, @WCraigFugate Becky Quick, @BeckyQuick Joe Kernen, @JoeSquawk Andrew Ross Sorkin, @andrewrsorkin Zach Vallese, @zachvallese

As the U.N. General Assembly wraps up, NBC’s Keir Simmons discusses Israel Prime Minister Netanyahu’s speech, protests related to the war in Israel, and the economic fallout from the war in Ukraine. U.K. Prime Minister Keir Starmer sits down with Andrew Ross Sorkin to share his pitch to the global business community and discuss his meeting with former President Trump while in New York. Also on Squawk Pod, Japan will have a new prime minister, Chinese markets recorded their best week in almost 16 years, and OpenAI CEO Sam Altman tells staff he won’t receive a “giant equity stake” in the company. Keir Simmons - 14:50 Keir Starmer - 23:07 In this episode: Keir Simmons, @KeirSimmons PM Keir Starmer, @Keir_Starmer Becky Quick, @BeckyQuick Joe Kernen, @JoeSquawk Andrew Ross Sorkin, @andrewrsorkin Cameron Costa, @CameronCostaNY

Investor Mark Cuban has suggested he would take SEC Chair Gary Gensler’s job, should VP Kamala Harris win the election. Both Cuban and Gensler join the show today, along with billionaire investor David Tepper, to talk about market regulation, crypto, and the presidential election. First, Gensler discusses crypto regulation and Elon Musk dodging SEC depositions. Then legendary hedge funder David Tepper, founder and president of Appaloosa Management and owner of the Carolina Panthers, shares his latest portfolio moves--including selling 84% of his stake in Nvidia and increasing his bets on China. Plus, after Vice President Harris’ first network interview of the campaign, Mark Cuban talks about why he supports the Vice President’s economic policies over Former President Trump’s. Gary Gensler - 03:18 David Tepper - 27:17 Mark Cuban - 58:48 In this episode: Gary Gensler, @GaryGensler Mark Cuban, @mcuban Becky Quick, @BeckyQuick Joe Kernen, @JoeSquawk Andrew Ross Sorkin, @andrewrsorkin Katie Kramer, @Kramer_Katie

The Department of Justice is suing Visa, Boeing workers on strike have overwhelmingly opposed the company’s latest offer, and a federal judge has ruled in favor of food delivery companies like DoorDash. Billionaire investor Leon Cooperman is betting on equities. The legendary Wall Street veteran weighs in on the markets and the upcoming election, arguing both candidates’ economic plans are disappointing. Plus, as world leaders gather at the U.N. General Assembly in New York, former congressman and current head of defense at Palantir Mike Gallagher discusses President Biden’s address and Iran’s role in the Israel-Hamas war. Leon Cooperman - 16:24 Mike Gallagher - 26:57 In this episode: Mike Gallagher, @RepGallagher Becky Quick, @BeckyQuick Joe Kernen, @JoeSquawk Andrew Ross Sorkin, @andrewrsorkin Klaire Odumody, @klairemarie

Former President Trump threatened a 200% tariff on John Deere on Monday if the company offshores production to Mexico. John Paulson, billionaire investor and adviser to Trump’s presidential campaign, defends the tariff plan, arguing it would create an “American manufacturing powerhouse.” Paulson also responds to concerns about Donald Trump’s character and offers his market outlook, should the former President win a second term. Plus, China will cut the amount of cash banks need to have on hand by 50 basis points, Boeing gives its “best and final offer” to workers on strike, and Meta’s AI chatbot might have a familiar voice. John Paulson - 15:44 In this episode: John Paulson, @JpaulsonCEO Becky Quick, @BeckyQuick Joe Kernen, @JoeSquawk Andrew Ross Sorkin, @andrewrsorkin Katie Kramer, @Kramer_Katie

In the wake of the Federal Reserve’s 50 basis point rate cut last week, Minneapolis Fed President Neel Kashkari discusses whether this is “mission accomplished” on inflation and what kind of rate cuts are still coming. He also shares why one FOMC voter cast an historic dissention vote. Next, Andy Dunn, known for co-founding Bonobos, says making friends should be “as easy as calling an Uber.” He has launched a new app called Pie to help people meet new friends in real life through frequent hangouts. Plus, Speaker Johnson has offered a proposal to avoid a government shutdown, FTC Commissioner Lina Khan was on 60 Minutes, and Qualcomm is thinking of buying Intel, which would be the largest tech merger ever. Steve Kovach - 08:51 Neel Kashkari - 17:14 Andy Dunn - 29:18 In this episode: Neel Kashkari, @neelkashkari Andy Dunn, @dunn Becky Quick, @BeckyQuick Joe Kernen, @JoeSquawk Andrew Ross Sorkin, @andrewrsorkin Cameron Costa, @CameronCostaNY

This bonus episode of Squawk Pod, from our partners at “The Keynote” features a mogul at the forefront of innovation in social media and tech. CEO of Snap Evan Spiegel spoke with Andrew Ross Sorkin at the Game Plan sports business summit hosted by CNBC and Boardroom on September 10th 2024. They discuss social media’s integration with sports, the future of augmented reality and what he wishes other social media companies would copy about Snapchat. To listen to other interviews from events check out “The Keynote by CNBC Events” here: https://podcasts.apple.com/us/podcast/the-keynote-by-cnbc-events/id1493248246 For information on upcoming events visit: CNBCevents.com In this episode: Evan Spiegel, @evanspiegel Andrew Ross Sorkin, @andrewrsorkin Katie Kramer, @Kramer_Katie

A new shark has joined Shark Tank: Daniel Lubetzky. Years after founding Kind Snacks, Lubetzky discusses the lessons he’s sharing with entrepreneurs seeking investment and guidance. He says in his founders, he’s looking for grit, wit, and market fit. After the Fed’s 50 basis point interest rate cut, economist and Harvard Kennedy School professor Jason Furman weighs the central bank’s move alongside the economic plans from Vice President Harris and former President Trump. Plus, Nike CEO John Donahoe is being replaced by Elliott Hill in a surprise move, and at Starbucks, new CEO Brian Niccol has a more relaxed approach to hybrid work. Jason Furman - 14:36 Daniel Lubetzky - 25:10 In this episode: Daniel Lubetzky, @DanielLubetzky Becky Quick, @BeckyQuick Joe Kernen, @JoeSquawk Katie Kramer, @Kramer_Katie

In a move that largely surprised economists, the Federal Reserve cut interest rates by half a percentage point, the first cut in four years. Former Fed Vice Chairman Roger Ferguson explains the possible reasoning behind the larger-than-expected cut. As Boeing’s strike continues, port workers on the east coast are threatening to strike as well. Transportation Secretary Pete Buttigieg weighs in on both worker plights, as well as the road ahead for electric vehicle infrastructure. The Anti-Defamation League has joined an employee’s discrimination lawsuit against Intel. CEO and National Director Jonathan Greenblatt explains how an Israeli employee who complained about anti-semitism at Intel ended up in a lower-paying job. Roger Ferguson - 4:33 Sec. Pete Buttigieg - 18:26 Jonathan Greenblatt - 32:22 In this episode: Jonathan Greenblatt, @JGreenblattADL Pete Buttigieg, @PeteButtigieg Becky Quick, @BeckyQuick Joe Kernen, @JoeSquawk Katie Kramer, @Kramer_Katie

The House of Representatives is voting on a stopgap funding bill–but Washington expects it to fail. Speaker Mike Johnson (R-LA) discusses the voter verification legislation that he’s attached to the bill, despite limited Republican support. Actor, writer, and producer Mark Duplass is known for his roles on The Morning Show and The Mindy Project, but he’s betting on a big shift for streaming. Ahead of the launch of “Penelope,” Duplass explains his inspiration for his new series and for a new approach to the entertainment business. The EU has ruled to annul a $1.7B fine on Alphabet, and Steve Cohen is stepping further back from the trading desks at Point72, and Ozempic might be targeted for a price cut. Plus, former President Trump has vowed to “get SALT back” if reelected, despite having signed the SALT deduction cap into law during his first term. Speaker Mike Johnson - 16:02 Mark Duplass - 32:38 In this episode: Mike Johnson, @SpeakerJohnson Mark Duplass, @MarkDuplass Becky Quick, @BeckyQuick Joe Kernen, @JoeSquawk Katie Kramer, @Kramer_Katie

Amazon is calling all employees back to the office 5 days a week, your Apple Watch can now detect sleep apnea, and TikTok is in an uphill battle in US courts. Less than 50 days until the Presidential election, former President Trump’s senior economic advisor Stephen Moore debates former campaign manager for President Obama and informal advisor to the VP Kamala Harris’ campaign Jim Messina. The two spar over economic proposals from each candidate. Plus, for an annual $40,000, you can have access to a concierge doctor like Private Medical. Founder and Chairman Dr. Jordan Shlain explains the next level of “investing” in your health. Jim Messina & Stephen Moore - 17:39 Dr. Jordan Shlain & Robert Frank - 33:25 In this episode: Jim Messina, @Messina2012 Stephen Moore, @StephenMoore Robert Frank, @robtfrank Becky Quick, @BeckyQuick Joe Kernen, @JoeSquawk Andrew Ross Sorkin, @andrewrsorkin Katie Kramer, @Kramer_Katie

After an apparent assassination attempt on former President Donald Trump’s life, CNBC’s Eamon Javers reports on the latest details, the suspect, and the possible impact on the Presidential race. If Trump wins a second term, the campaign has tapped Cantor Fitzgerald CEO Howard Lutnick as Co-Chair of the transition team; Lutnick makes his case for Trumponomics 2.0. Today TikTok is in court, fighting to remain operational in the US. Entrepreneur Frank McCourt says he’s ready to buy TikTok, but not out of love for the platform. Plus, Apple shares slid after reports of lackluster demand for the iPhone 16, and SpaceX successfully completed the first civilian space walk. Eamon Javers - 02:58 Howard Lutnick - 14:30 Frank McCourt - 31:09 In this episode: Eamon Javers, @eamonjavers Becky Quick, @BeckyQuick Joe Kernen, @JoeSquawk Andrew Ross Sorkin, @andrewrsorkin Cameron Costa, @CameronCostaNY

Over 30,000 Boeing employees are on strike after the workers union rejected its negotiated contract. After “China week” on Capitol Hill, Rep. Raja Krishnamoorthi (D-IL) discusses the 2 dozen China-focused bills lifted in Congress, and argues that the CCP would prefer the uncertainty and division of a second Donald Trump presidency. Companies including Tractor Supply, Molson Coors, John Deere, Lowe’s, and Ford have announced they’re rolling back Diversity, Equity, and Inclusion policies at their respective companies. Human Rights Campaign President Kelley Robinson calls the decisions shortsighted for employees and customers, and says, at least $1.4T of LGBTQ+ spending power is at stake. Plus, tech CEOs like Nvidia’s Jensen Huang went to the White House this week. Rep. Raja Krishnamoorthi - 14:34 Kelley Robinson - 21:47 In this episode: Rep. Raja Krishnamoorthi, @CongressmanRaja Kelley Robinson, @HRC_President Becky Quick, @BeckyQuick Joe Kernen, @JoeSquawk Andrew Ross Sorkin, @andrewrsorkin Cameron Costa, @CameronCostaNY

Senator and Vice Presidential Candidate JD Vance discusses former President Donald Trump’s plans for the economy, the impact of tariffs, and the urgency of immigration policy in an extended conversation. Days after the Presidential debate, Sen. Vance explains how he plans to prepare–sort of–for his own debate against Minnesota Governor and Democratic Vice Presidential Candidate Tim Walz. Best-selling author of “Moneyball” and “The Blind Side” Michael Lewis reacts to that discussion and shares takeaways from his new book on the rise and fall of Sam Bankman-Fried, “Going Infinite.” Plus, Moderna plans to launch new vaccines amid cost cutting, young bankers are putting in very long hours, and OpenAI is now eyeing an even higher valuation: over $150B. JD Vance - 14:34 Michael Lewis - 42:31 In this episode: Sen. JD Vance, @JDVance Becky Quick, @BeckyQuick Joe Kernen, @JoeSquawk Andrew Ross Sorkin, @andrewrsorkin Katie Kramer, @Kramer_Katie

CNBC’s Eamon Javers and pollster Frank Luntz help digest the fireworks of the Presidential debate between Vice President Kamala Harris and former President Donald Trump, including the big Taylor Swift endorsement that came after. On Wall Street, investors were unsurprised by the Labor Department’s August Consumer Price Index. Neuberger Berman’s Steve Eisman discusses the likelihood of a 25 basis point interest rate cut from the Federal Reserve next week. And, 23 years later, Americans come together to remember those lost in the September 11th terrorist attacks. Eamon Javers - 4:31 Frank Luntz - 15:35 Steve Eisman - 27:23 In this episode: Eamon Javers, @eamonjavers Becky Quick, @BeckyQuick Joe Kernen, @JoeSquawk Andrew Ross Sorkin, @andrewrsorkin Katie Kramer, @Kramer_Katie

China tariffs and tax reform are key topics in the 2024 election–and in the first debate between Vice President Kamala Harris and former President Donald Trump. Former SEC Chair Jay Clayton and Hayman Capital Management Founder & CIO Kyle Bass discuss America’s shifting trade politics, the case for tariffs, and which tax changes they’d like to see from the White House. Horror filmmaker Jason Blum is out with his latest fright flick this Friday. Blumhouse Productions, which brought audiences “Get Out” and “Paranormal Activity” presents a parenthood-inspired scary movie for the start of spooky season: “Speak No Evil.” Plus, Apple unveiled new iPhone AI features and a new Apple Watch at its launch event, and SpaceX will attempt the first civilian space walk in history. Jay Clayton & Kyle Bass - 16:33 Jason Blum - 29:45 In this episode: Jason Blum, @jason_blum Kyle Bass, @Jkylebass Becky Quick, @BeckyQuick Joe Kernen, @JoeSquawk Katie Kramer, @Kramer_Katie

Vice President Kamala Harris and former President Donald Trump both agree on tax free tips for service workers. Senator Ted Cruz (R-Texas) shares his take on tax reform, including the tip economy. Bestselling author of “Sapiens” Yuval Noah Harari is out with a new book; Harari explains how we should be thinking about–and controlling–AI in “Nexus: A Brief History of Information Networks from the Stone Age to AI.” Plus, the star studded cast of “Beetlejuice Beetlejuice” jolted the box office opening weekend, Sen. Bernie Sanders (I-VT) has weighed in on the capital gains tax debate, and the markets are awaiting more economic data this week. Sen. Ted Cruz - 14:25 Yuval Noah Harari - 30:08 In this episode: Sen. Ted Cruz, @tedcruz Yuval Noah Harari, @harari_yuval Becky Quick, @BeckyQuick Joe Kernen, @JoeSquawk Andrew Ross Sorkin, @andrewrsorkin Katie Kramer, @Kramer_Katie

The most decorated American woman in Olympic history, Katie Ledecky has written a memoir, “Just Add Water.” In a special interview with Andrew Ross Sorkin, Ledecky shares details about her swimming life–including both leisurely and competitive moments in the pool. She explains what she thinks about, while swimming 1500 meters, and how she’ll prepare for the 2028 Olympic Games. Plus, CNBC’s Megan Cassella reports on the CEOs backing former President Donald Trump and Vice President Kamala Harris, but venture capitalist Ben Narasin is unhappy with both candidates running for President this year. The startup investor explains why he votes as an Independent every election. Berkshire Hathaway is selling Bank of America shares (again), Red Lobster’s hoping for a turnaround, and the August jobs report did very little to clarify the Fed’s path forward. Megan Cassella - 11:21 Ben Narasin - 12:59 Katie Ledecky - 23:04 In this episode: Ben Narasin, @BNarasin Becky Quick, @BeckyQuick Joe Kernen, @JoeSquawk Andrew Ross Sorkin, @andrewrsorkin Katie Kramer, @Kramer_Katie

Investor and entrepreneur Mark Cuban discusses VP Kamala Harris’ new tax proposal: a 28% capital gains tax. Based on his conversations with the Harris campaign, Cuban explains his faith in her policy’s benefit for entrepreneurs and investors. Nvidia is denying reports that it had received a subpoena from the Department of Justice, Verizon is buying Frontier Communications in a $20B deal, and the White House is reportedly aiming to block Nippon Steel’s takeover of U.S. Steel. Plus, the co-founder of Airbnb Joe Gebbia has founded a new housing company with former CEO of Flex, Mike McNamara. The two share how their “Accessory Dwelling Units” are addressing the housing crisis in California, and how the small installable homes are offering more space and income for owners. Robert Frank - 11:41 Mark Cuban - 17:41 Joe Gebbia & Mike McNamara - 39:17 In this episode: Mark Cuban, @mcuban Robert Frank, @robtfrank Becky Quick, @BeckyQuick Andrew Ross Sorkin, @andrewrsorkin Katie Kramer, @Kramer_Katie

The Department of Justice has issued a subpoena to Nvidia over antitrust practices; shares of the chipmaking giant fell 9% in the session, losing more than any company ever has in a single trading day: $279 billion. Democrat and Harris Campaign surrogate Rep. Ro Khanna (D-CA) discusses ideas to reform the U.S. tax code, including taxing loans related to unrealized gains. Rep. Khanna’s district includes Silicon Valley, its trillions of value to the American economy, and their many wealthy leaders. Elon Musk’s fight with Brazil continues, as does the contractual dispute between DirecTV and Disney, keeping many customers in the dark. Plus, the U.S. Open is underway in New York. Tennis coach for Coco Gauff Brad Gilbert steps off the court to cheer the many Americans in this year’s tournament–and to discuss the ever-rising costs of the iconic Honey Deuce cocktail. Rep. Ro Khanna - 14:08 Brad Gilbert - 27:18 In this episode: Becky Quick, @BeckyQuick Joe Kernen, @JoeSquawk Andrew Ross Sorkin, @andrewrsorkin Katie Kramer, @Kramer_Katie

Over the weekend, Hamas killed 6 hostages in Rafah, heightening the pressure on Prime Minister Netanyahu and escalating the Middle East conflict. “The Genius of Israel” author Dan Senor explains the politics inside and outside of Israel in the aftermath of the murders. L’Attitude founder Sol Trujillo once advised Presidents Bush & Clinton on trade issues; he’s now advocating for a better system at the U.S. border. A registered Republican, Trujillo argues that America needs workers, and a smarter, more efficient border will help immigrants and the U.S. economy. Plus, hotel workers are on strike, Elon Musk is still fighting with Brazil, and DirecTV customers are without Disney channels like ESPN and ABC after a contract dispute. Dan Senor 14:48 Sol Trujillo 25:26 In this episode: Dan Senor, @dansenor Andrew Ross Sorkin, @andrewrsorkin Joe Kernen, @JoeSquawk Cameron Costa, @CameronCostaNY

Heading into Labor Day Weekend, The Points Guy Brian Kelly explains generational travel trends and airport efficiency. Plus, cases of mosquito-borne viruses are ticking up in the US. Former FDA Commissioner Dr. Scott Gottlieb discusses late summer safety. Dr. Gottlieb is also calling for regulations to ensure safety in medical labs and prevent another pandemic from breaking out. Brian Kelly - 02:31 Dr. Scott Gottlieb - 11:05 In this episode: Leslie Picker, @LesliePicker Mike Santoli, @michaelsantoli Brian Sullivan, @SullyCNBC Katie Kramer, @Kramer_Katie

Nvidia reported surging demand for its chips, but after much anticipation around the company’s Q2 report, Wall Street was unimpressed. Semiconductors are part of America’s strategy for tech dominance; the White House’s former CHIPS Coordinator Ronnie Chatterji explains the players in the global chips game. OpenAI is eyeing a funding raise to bring its valuation to $100 billion, and Berkshire Hathaway is now in the $1 trillion club. Plus, CNBC’s Emily Wilkins is on the ground in Virginia, where federal employees are concerned about former President Trump’s proposal to move the workforce away from the DC-metro area. Ronnie Chatterji 17:25 Emily Wilkins 25:39 In this episode: Becky Quick, @BeckyQuick Mike Santoli, @michaelsantoli Robert Frank, @robtfrank Katie Kramer, @Kramer_Katie

NFL owners have voted to allow private equity firms to invest at up to 10% of a team stake. Robert Kraft, owner of the New England Patriots, explains the long-deliberated move for the sport, and what it means for fans and players. Former National Economic Council deputy director Bharat Ramamurti once advised Sen. Elizabeth Warren (D-MA) and now advises the Harris-Walz campaign on economic issues. He discusses VP Harris’ latest “opportunity and accountability” pitch: changes to the tax code. Plus, Warren Buffett is selling more of Berkshire Hathaway’s Bank of America shares, and hotel prices are moving higher and higher. Robert Kraft 13:57 Bharat Ramamurti 24:47 In this episode: Becky Quick, @BeckyQuick Joe Kernen, @JoeSquawk Katie Kramer, @Kramer_Katie

Edgar Bronfman has dropped his bid for Paramount Global, clearing the way for a merger with Skydance. Media watcher Rich Greenfield explains that the hardest part is ahead for the legacy entertainment company and its new owner, billionaire David Ellison. CNBC’s Steve Kovach explains Apple’s c-suite reshuffling after the company announced its CFO will change roles in January. Mark Zuckerberg has spoken out in a letter airing frustration with the Biden administration over Covid-19 content on Meta’s platforms. Plus, we dive into space with NASA astronaut and Columbia professor Mike Massimino. SpaceX has postponed the first civilian spacewalk after a helium leak was detected on the Polaris craft. In February of 2025, the company will ferry two astronauts home after an eight day trip to the International Space Station turned into 8 months. Massimino describes how space travel safety has evolved in the past decade. Steve Kovach 3:08 Rich Greenfield 15:05 Mike Massimino 21:24 In this episode: Rich Greenfield, @RichLightShed Becky Quick, @BeckyQuick Joe Kernen, @JoeSquawk Katie Kramer, @Kramer_Katie

Former Presidential candidate Vivek Ramaswamy is now a surrogate for the Trump campaign. 70 days before the election, Ramaswamy takes on Democratic nominee Harris’ economic agenda, and calls for her to give an unscripted interview to mainstream media. Ahead of Labor Day, GasBuddy’s head of petroleum analysis Patrick de Haan says fuel prices will likely stay low and get lower by the weekend, in many states below $3 per gallon. Federal Reserve Chair Jay Powell clearly signaled an interest rate cut in 2024, and Kroger and Albertsons are going to court to defend their merger, under FTC scrutiny. Plus, Elon Musk’s SpaceX might step in to help astronauts stranded by Boeing’s Starliner. Vivek Ramaswamy 16:31 Patrick de Haan 31:22 In this episode: Vivek Ramaswamy, @VivekGRamaswamy Leslie Picker, @LesliePicker Mike Santoli, @michaelsantoli Joe Kernen, @JoeSquawk Katie Kramer, @Kramer_Katie

After the Democratic National Convention’s final night, Senator Elizabeth Warren (D-MA) defends Democratic Presidential Nominee Kamala Harris’ economic plan in a lively debate. CNBC’s Megan Cassella recaps the evening–and the week–of joy from Democrats convening in Chicago. Plus, after lunch spot chain Cava reported healthy quarterly results, CEO and co-founder Brett Schulman shares his plans for fast casual Mediterranean food and his strategy for keeping prices reasonable for consumers. Sen. Elizabeth Warren - 15:11 Brett Schulman - 38:08 In this episode: Sen. Elizabeth Warren, @SenWarren Megan Cassella, @mmcassella Kelly Evans, @KellyCNBC Joe Kernen, @JoeSquawk Katie Kramer, @Kramer_Katie

The third night of the Democratic National Convention in Chicago featured speeches from Minnesota Governor Tim Walz, former President Bill Clinton, Oprah Winfrey, Mindy Kaling, plus performances from Stevie Wonder and John Legend. Megan Cassella recaps the energetic evening on the ground in Chicago. Kamala Harris’ former chief economic advisor Mike Pyle discusses the campaign’s policy specifics so far, including corporate tax rates and a price gouging crackdown. CNBC’s Robert Frank breaks down Vice President Harris’ plans for taxing capital gains and unrealized gains. Plus, Peloton is still spinning along despite a slowdown in demand, Disney is searching for a Bob Iger successor, and Microsoft’s controversial AI Recall feature is coming soon to testers. Megan Cassella 19:17 Mike Pyle 22:46 Robert Frank In this episode: Megan Cassella, @mmcassella Robert Frank, @robtfrank Andrew Ross Sorkin, @andrewrsorkin Joe Kernen, @JoeSquawk Katie Kramer, @Kramer_Katie

Target has reported a strong second quarter. CEO Brian Cornell shares the results, what he’s seeing from inflation-squeezed shoppers, and his perspective on corporate tax rates. After the second night of the DNC, Rep. Josh Gottheimer (D-NJ) discusses the overall sentiment of the event, highlighting the speakers’ focus on hope and unity throughout their remarks. CNBC’s Megan Cassella wraps up the highlights from night two, like a special appearance from Lil Jon and speeches from both Michelle Obama and former President Barack Obama. Plus, a federal judge struck down the FTC’s attempt to ban non-competes, and the Labor Department is revising down the jobs number. Brian Cornell - 11:19 Megan Cassella - 23:07 Rep. Josh Gottheimer - 28:09 In this episode: Rep Josh Gottheimer, @RepJoshG Megan Cassella, @mmcassella Becky Quick, @BeckyQuick Joe Kernen, @JoeSquawk Katie Kramer, @Kramer_Katie

The 2024 Democratic National Convention is underway in Chicago. CNBC's Megan Cassella breaks down the first night's key moments, including speeches from President Biden and UAW President Shawn Fain. House Minority Leader Hakeem Jeffries (D-N.Y.) discusses Vice President Harris' economic agenda including her proposal to raise the corporate tax rate to 28%. Meanwhile, the U.S. Open kicks off in just under a week; USTA CEO Lew Sherr previews the action and underscores the rising fandom of tennis in recent years. Plus, Boeing has halted testing of its 777X aircraft after a production snag, and California Governor Gavin Newsom has signed 10 new bills into law, aiming to combat retail crime. Megan Cassella - 04:10 Gabrielle Fonrouge - 12:04 Rep. Hakeem Jeffries - 18:02 Lew Sherr - 31:20 In this episode: Megan Cassella, @mmcassella Gabrielle Fonrouge, @FonrougeGab Hakeem Jeffries, @RepJeffries Becky Quick, @BeckyQuick Joe Kernen, @JoeSquawk Cameron Costa, @CameronCostaNY

In the latest chapter of a volatile month for equities, the S&P rallied nearly 4% for its best week since 2023. High prices for basics like eggs are still squeezing consumers, though, and Vice President Kamala Harris has begun to hint at her economic agenda, including federal action to prevent price gouging. She will formally accept the Democratic nomination for President at the Democratic National Convention kicking off Monday in Chicago. Stephen Moore, economic advisor for the Republican nominee Donald Trump, offers his perspective on VP Harris’ plans, while Groundwork Collaborative’s Lindsay Owens defends the strategy as commonsense. Plus, mpox cases and deaths are rising in the Democratic Republic of the Congo, and the Philippines has detected its first case. Former FDA Commissioner Dr. Scott Gottlieb explains the history of the virus, the treatments for it, and new information on how it spreads. Lindsay Owens & Stephen Moore 18:30 Dr. Scott Gottlieb 33:02 In this episode: Dr. Scott Gottlieb, @ScottGottliebMD Joe Kernen, @JoeSquawk Kelly Evans, @KellyCNBC Mike Santoli, @michaelsantoli Katie Kramer, @Kramer_Katie

Real estate agent commission rules change on Saturday, after the National Association of Realtors’ landmark $418m settlement in March. CNBC’s Diana Olick explains the shift underway for the real estate industry, and Re/Max President Amy Lessinger discusses the contracts and negotiations worked into every property transaction before and after this change. In DC, CNBC’s Emily Wilkins reports on the crypto community’s support for Vice President Harris in her Presidential bid. In the EU, Epic Games is launching a new store on mobile devices in direct competition with Apple’s App Store. CNBC’s Steve Kovach explains the power play between the two companies and the legal case to protect consumers, both in Europe and in the U.S. Paramount Global has a new suitor (again); in the latest chapter of the company’s messy merger, media executive Edgar Bronfman is readying a bid. Plus, the FDA may make a regulatory move on sodium, and former President Trump has released his latest financial disclosure, revealing crypto holdings and a branded Bible-driven income. Amy Lessinger - 14:57 Emily Wilkins - 22:10 Steve Kovach - 26:30 In this episode: Diana Olick, @DianaOlick Emily Wilkins, @emrwilkins Melissa Lee, @melissaleecnbc Steve Liesman, @steveliesman Andrew Ross Sorkin, @andrewrsorkin Katie Kramer, @Kramer_Katie

For the first time, the US government has negotiated down drug prices for ten of Medicare’s most expensive prescriptions. CNBC’s Bertha Coombs reports on the health care shift, and Centers for Medicare and Medicaid Services (CMS) Administrator Chiquita Brooks-LaSure explains the implications for drugmakers and patients. After the White House held its first “influencer summit,” social media expert Gary Vaynerchuk (known by his millions of followers as Gary Vee) explains the untapped value of content creators for brands and for politicians. Plus, months after protests at Columbia University captured national headlines, Columbia’s president has resigned. Bertha Coombs - 11:10 Chiquita Brooks-LaSure - 13:55 Gary Vaynerchuk - 21:02 In this episode: Chiquita Brooks-LaSure, @BrooksLaSureCMS Bertha Coombs, @berthacoombs Gary Vaynerchuk, @garyvee Kelly Evans, @KellyCNBC Mike Santoli, @michaelsantoli Andrew Ross Sorkin, @andrewrsorkin Katie Kramer, @Kramer_Katie

“The Crimes of Putin’s Trader,” hosted and reported by CNBC Senior Washington Correspondent Eamon Javers, explores the secret life of a young Russian oligarch, Vladislav Klyushin, who generated an illicit $93 million through insider corruption adding to his already massive fortune, and his Moscow-based cyber security firm that doubled as a front for hacking-driven insider trading on Wall Street. The podcast reveals real-time details of Klyushin and his employees in action, financial information they stole, companies they invested in, and millions of dollars in profits taken through illegal trades in the stock of prominent American companies as well as the private communications between the conspirators. Featuring exclusive interviews with the FBI investigators and Department of Justice prosecutors who led the investigation and a former Russian spy, Javers takes listeners inside the shocking Russian crime that is targeting the U.S. economy, with profound implications for anyone who has retirement accounts, investments, or works in corporate America. Follow and listen to "The Crimes of Putin's Trader" wherever you get your podcasts or by visiting https://link.chtbl.com/spputinstrader.

FiveThirtyEight founder and political prognosticator Nate Silver is out with a new book, “On the Edge: The Art of Risking Everything.” Silver discusses the margin for error in 2024 Presidential election polling, as well as the art of risk and betting on everything, from sports to elections. On the 89th anniversary of Social Security, CNBC’s Sharon Epperson reports that 69% of the Americans polled by CNBC ranked social security a top issue in deciding their votes in the election, and over 70% of adults polled were concerned about the program running out. Social Security Administration Commissioner Martin O’Malley explains the program’s longevity and proposed reform. Plus, the Department of Justice is considering pursuing a breakup of Google parent Alphabet, and activist investor Elliott Management is gearing up for a proxy fight at Southwest Airlines. Sharon Epperson - 11:46 Martin O’Malley - 15:39 Nate Silver - 25:30 In this episode: Nate Silver, @NateSilver538 Sharon Epperson, @Sharon_Epperson Melissa Lee, @melissaleecnbc Andrew Ross Sorkin, @andrewrsorkin Katie Kramer, @Kramer_Katie

Starbucks' lead independent director Mellody Hobson on the coffee giant’s stunning decision to replace CEO Laxman Narashimhan with Chipotle’s leader Brian Niccol. In this newsmaking interview, Hobson describes the tough decisions taken by the company’s board and the opportunities ahead. Fanatics CEO Michael Rubin on the upcoming Fanatics Fest live event for sports fans. Plus, Former President Trump returns to social media platform, X, in a live “Spaces” with Elon Musk … the potential deficit bubble from eliminating taxes on tips … and the expectations for Vice President Harris’ economic plan. Mellody Hobson - 22:19 Michael Rubin - 33:56 Robert Frank, @robtfrank Melissa Lee, @melissaleecnbc Andrew Ross Sorkin, @andrewrsorkin Katie Kramer, @Kramer_Katie

Pressure is intensifying on Warner Bros. Discovery CEO David Zaslav to deliver shareholder value after taking a $9.1 billion impairment charge on the decline of its TV business. Puck’s Matt Belloni explores the state of legacy media, Warner Bros. Discovery’s crucial carriage fee negotiations with Comcast, and the future of streaming. Meanwhile, Democratic Presidential Nominee Kamala Harris is set to unveil her policy plans this week. Vivek Ramaswamy, former Republican presidential candidate and co-founder of Strive Asset Management, weighs in on the 2024 election and what the economy might look like under Harris versus Trump. Plus, The Wall Street Journal reports that activist investor Starboard Value has acquired a stake in Starbucks and is pushing for actions to boost the stock price, and Deadpool and Wolverine hits a billion dollars at the box office. Matt Belloni - 17:53 Vivek Ramaswamy - 28:19 Vivek Ramaswamy, @vivekramaswamy Matt Belloni, @mattbelloni Kelly Evans, @kellyCNBC Michael Santoli, @michaelsantoli Andrew Ross Sorkin, @andrewrsorkin Katie Kramer, @Kramer_Katie

With just 88 days left until the presidential election, both the Harris and Trump campaigns are shoring up support on Wall Street. Lydia Moynihan of the New York Post shares what she’s hearing among financiers, including their opinions of both candidates and their perception of VP Harris’ approach to regulation. Former President Donald Trump wants a say in the Fed’s interest rate decisions, and CNBC’s Steve Liesman shares new data on the health of the American consumer. Plus, CNBC’s Carl Quintanilla is in Paris with the National Women’s Soccer League Commissioner Jessica Berman. They delve into the impressive performance of Team USA's women's soccer at the 2024 Olympics and discuss the broader implications for the sport's popularity and the NWSL's expansion. Catch the Olympic women’s soccer final between Team USA and Team Brazil tomorrow on Peacock and NBC. Lydia Moynihan 15:49 Jessica Berman 25:43 In this episode: Lydia Moynihan, @LJMoynihan Steve Liesman, @steveliesman Jessica Berman, @JessicaBerman1 Carl Quintanilla, @CarlQuintanilla Melissa Lee, @melissaleecnbc Andrew Ross Sorkin, @andrewrsorkin Cameron Costa, @CameronCostaNY

Richard Haass, President Emeritus of the Council on Foreign Relations and Senior Counselor at Centerview Partners, discusses the escalating tensions in the Middle East, critical geopolitical hotspots, and support for Israeli Prime Minister Netanyahu. Former FDA Commissioner Dr. Scott Gottlieb is zeroing in on the opioid crisis; fentanyl claiming over 80,000 American lives each year, and he’s urging the U.S. to disrupt the fentanyl trade. Plus, the Financial Times is reporting a secret deal between Google and Meta aimed to target Instagram advertisements at teenagers, and Taylor Swift has canceled her Vienna shows after authorities suspected a plotted attack. Dr. Scott Gottlieb - 14:20 Richard Haass - 22:47 In this episode: Richard Haass, @RichardHaass Scott Gottlieb, @ScottGottliebMD Joe Kernen, @JoeSquawk Andrew Ross Sorkin, @andrewrsorkin Cameron Costa, @CameronCostaNY

Maryland Governor Wes Moore, a surrogate for Kamala Harris’ Presidential campaign, discusses Governor Tim Walz’s appeal to voters in swing states like North Carolina. A Wall Streeter turned nonprofit CEO turned governor, Moore explains what the Harris-Walz ticket means for the business community. Disney is raising prices for its streaming services; Disney CFO Hugh Johnston shares the company’s latest quarterly earnings and his vision for the entertainment industry. Plus, X is suing advertisers, and the markets are recuperating from a very volatile few sessions. Hugh Johnston - 17:40 Gov. Wes Moore - 29:16 In this episode: Gov. Wes Moore, @GovWesMoore Joe Kernen, @JoeSquawk Andrew Ross Sorkin, @andrewrsorkin Cameron Costa, @CameronCostaNY

As the market rebounds from its sell-off, the Nikkei 225 posts its best day since October 2008. A federal U.S. judge ruled that Google has illegally held a monopoly. Former SEC Chair Jay Clayton discusses the Google antitrust ruling, the recent market sell-off, and the Fed’s interest rate decision. Nassim Taleb, Universa Investments' distinguished scientific advisor and author of ‘The Black Swan,’ weighs in on market volatility, the Fed’s inflation fight, and bitcoin’s volatility. Plus, Vice President Kamala Harris officially secured the Democratic Party’s nomination for President and has selected Minnesota Governor Tim Walz to be her running mate. CNBC's Megan Cassella explains the calculated choice between Gov. Walz and Pennsylvania Gov. Shapiro for the Democratic ticket. Megan Cassella - 11:00 Nassim Taleb - 18:09 Jay Clayton - 32:34 In this episode: Megan Cassella, @mmcassella Nassim Taleb, @nntaleb Joe Kernen, @JoeSquawk Andrew Ross Sorkin, @andrewrsorkin Cameron Costa, @CameronCostaNY

U.S. stocks take a significant hit, mirroring a worldwide market downturn driven by fears of an impending U.S. recession. Part of the global market sell-off, Japan's Nikkei 225 experienced a dramatic plunge, marking its steepest drop since 1987. Tom Lee, managing partner and head of research at Fundstrat Global Advisors, offers insights into the latest market moves and the broader implications of the sell-off on the Federal Reserve’s interest rate decisions. Then, Jeremy Siegel, professor emeritus of finance at the University of Pennsylvania’s Wharton School of Business and chief economist at Wisdom Tree, is calling for emergency rate cuts from the Fed. And Axios co-founder Mike Allen gives an analysis of the 2024 election and the potential impact of Vice President Kamala Harris’ upcoming vice-presidential pick. Plus, Warren Buffett dropped over 49% of Berkshire Hathaway’s stake in Apple. Tom Lee - 12:15 Jeremy Siegel - 23:14 Mike Allen - 35:27 Tom Lee, @fundstrat Mike Allen, @mikeallen Joe Kernen, @JoeSquawk Andrew Ross Sorkin, @andrewrsorkin Cameron Costa, @CameronCostaNY

Ralph Lauren has outfitted Team USA for nine consecutive Olympics and Paralympics since 2008, designing uniforms for the opening and closing ceremonies. Andrew Ross Sorkin sits down with Ralph Lauren CEO Patrice Louvet to discuss the company’s Olympics 2024 exposure, consumer trends, demand in China, and sports portfolio expansion. Lifestyle and social media maven Martha Stewart what she’s eating (and wearing) at the games, her Paris plans with Snoop Dogg, and the business behind her brand–marijuana and all. Plus, what’s behind this week’s global sell off, including tech Q2 results and the Fed’s latest signal. Patrice Louvet - 04:40 Martha Stewart - 18:53 In this episode: Martha Stewart, @MarthaStewart Becky Quick, @BeckyQuick Joe Kernen, @JoeSquawk Andrew Ross Sorkin, @andrewrsorkin Cameron Costa, @CameronCostaNY

In a rare and exclusive interview, LVMH Chairman & CEO Bernard Arnault sits down with Andrew Ross Sorkin in Christian Dior’s original drawing room in Paris. LVMH is the premium sponsor of the 2024 Olympic Games, and the conglomerate’s products are everywhere: the medals, the trunks carrying the medals, the uniforms, even the champagne being served. Arnault discusses his company’s long history, its importance to France, and why the sponsorship was so important for his brand. Plus, Arnault discusses the state of luxury and consumer tastes…and his ideas for collaboration with Elon Musk. Watch LVMH’s Team France uniforms–and the LVMH medals–on Peacock and NBC, when you watch any of the Olympic games. Bernard Arnault 6:07 In this episode: Andrew Ross Sorkin, @andrewrsorkin Cameron Costa, @CameronCostaNY

Women at the 2024 Olympics are celebrating their moment. Four-time gold medalist Serena Williams says technology and social media have changed the game for female athletes that have been outperforming for years. One such social media star is rugby Olympian Ilona Maher, who shares her career goals in the wake of her team’s bronze medal win. Retired gymnast and Olympic gold medalist Aly Raisman discusses the pressure in the arenas, whether she’s competing or cheering on her teammate, Simone Biles. Plus, Athleta CEO Chris Blakeslee explains the brand’s “Power of She” campaign, which celebrates women’s strength in sports–and capitalizes on their success. Catch all the Olympics events on Peacock and NBC! Serena Williams - 02:59 Ilona Maher - 06:27 Aly Raisman - 11:35 Chris Blakeslee - 20:04 In this episode: Andrew Ross Sorkin, @andrewrsorkin Cameron Costa, @CameronCostaNY

This year, the Olympics have reached gender parity, according to the International Olympic Committee. Venture capitalist Alexis Ohanian, 776 founder and Reddit co-founder and former executive chairman, discusses his long-held belief in the business opportunity of women’s sports, as well as Athlos, his new womens-only track meet with the sport’s largest prize purse. He says, social media is an important ingredient in the rise of female athlete popularity. For Snap CEO Evan Spiegel, social media is key for the Olympics, too; Snap’s augmented reality lens is available through the official Olympics app, for fans in Paris for the Games. Spiegel discusses prospects for the LA 2028 Olympics, and his vision for a future of lenses, instead of screens. Tune into the Olympics on NBC for all the Games! Alexis Ohanian - 4:26 Evan Spiegel - 17:06 In this episode: Alexis Ohanian, @alexisohanian Evan Spiegel, @evanspiegel Becky Quick, @BeckyQuick Joe Kernen, @JoeSquawk Andrew Ross Sorkin, @andrewrsorkin Cameron Costa, @CameronCostaNY

Paris 2024 is NBCUniversal’s 18th Olympics. Brian Roberts, Comcast Chairman and CEO, and Michael Cavanagh, Comcast President, discuss the company’s broadcasting rights to the Olympic Games, state of the media landscape, NBC’s NBA rights deal, and their outlook for media and sports. Joe Kernen, Becky Quick, and Andrew Ross Sorkin then look ahead to the 2028 Summer Olympics in LA with Casey Wasserman, chairman of LA 2028, the company organizing the upcoming Los Angeles games. He shares what he’s learned from France’s organization and how he’ll allocate his nearly $7B budget. Plus, en garde! The Squawk team swaps mics for sabers, taking a swing at fencing with the help of Olympians Miles Chamley-Watson and Maia Chamberlain. Catch all the Olympics events on Peacock and NBC. Brian Roberts & Michael Cavanagh - 22:51 Casey Wasserman - 14:02 In this episode: Becky Quick, @BeckyQuick Joe Kernen, @JoeSquawk Andrew Ross Sorkin, @andrewrsorkin Cameron Costa, @CameronCostaNY

At the Olympics in Paris, Joe Kernen, Becky Quick, and Andrew Ross Sorkin sit down with Gold medalist Olympic sprinter Michael Johnson. The legendary runner is pushing his sport forward with Grand Slam Track, designed to increase exposure and salary for athletes in track and field. 1992 Olympic champion swimmer Summer Sanders is helping athletes leverage their training for success after sports with Team USA Partner Guild. She reflects on the mental fortitude needed for a post-gold transition, as well as the many translatable skills from athletics to the workplace. NBC’s Willie Geist swings by the Squawk set for an update on the most-watched games and viral moments so far. Tune into the Olympics on NBC for all the Games! Plus, today’s other headlines: Delta is managing the fallout from its major software outage, and Apple’s new AI features could help you with car sickness. Willie Geist - 11:30 Summer Sanders - 22:44 Michael Johnson - 26:24 In this episode: Summer Sanders, @SummerSanders_ Michael Johnson, @MJGold Willie Geist, @WillieGeist Becky Quick, @BeckyQuick Joe Kernen, @JoeSquawk Andrew Ross Sorkin, @andrewrsorkin Cameron Costa, @CameronCostaNY

The Olympic Games are underway, and Joe Kernen, Becky Quick, and Andrew Ross Sorkin are catching up with business and sports leaders who are in Paris for the spectacle, as well as NBC’s Sam Brock, who has the latest gold medal count. European Central Bank president Christine Lagarde is also in Paris, as both a global leader and a former competitive artistic swimmer. She shares how her sports background informs her career in finance and leadership. 23-time Olympic gold medalist Michael Phelps reacts to America’s win in the 4x100 mens’ freestyle relay and explains his health and rest routines. Plus, businesswoman Michele Kang owns three women’s soccer teams and has launched Kynisca, a global multi-team women’s sports organization. She discusses her investments in sport, and her push for more women’s sports exposure and research. Tune into the Olympics on NBC for all the Games! Sam Brock - 06:26 Christine Lagarde - 18:55 Michele Kang - 35:09 In this episode: Michael Phelps, @MichaelPhelps Becky Quick, @BeckyQuick Joe Kernen, @JoeSquawk Andrew Ross Sorkin, @andrewrsorkin Cameron Costa, @CameronCostaNY

On the ground in Paris for the Olympics, Andrew Ross Sorkin gets a head start on interviews with the Games attendees, hours before the opening ceremonies on the Seine. Joe Kernen and Becky Quick, in New York until their trips to Paris over the weekend, discuss France’s millions of Olympics visitors and security concerns as the city fills up. Already there is Airbnb CEO Brian Chesky, who says hundreds of thousands of those visitors booked stays through his platform–including one lucky couple staying in the Musée d’Orsay. Also settled for the Games: IAC chairman Barry Diller. The media mogul and Democratic donor discusses why he stopped supporting President Biden’s reelection campaign and why he has full faith in Vice President Kamala Harris. Plus, a veteran media executive, Diller explains why he is no longer vying for Paramount Global. Tune into the Olympics on NBC for the opening ceremonies and all the Games! Barry Diller - 05:48 Brian Chesky - 25:43 In this episode: Brian Chesky, @bchesky Becky Quick, @BeckyQuick Joe Kernen, @JoeSquawk Andrew Ross Sorkin, @andrewrsorkin Katie Kramer, @Kramer_Katie

After the Nasdaq’s worst day in two years, Nasdaq CEO Adena Friedman discusses weathering market “adventures” and the slowly warming IPO market. If all the volatility has you stressed, CNBC’s Sharon Epperson has you covered with advice from financial therapists. Southwest Airlines is making its biggest change in company history. CNBC’s Phil LeBeau reports on the carrier’s new venture into assigned seats and extra legroom, after years of a consistent business strategy. Plus, Chipotle will re-coach staff on portion sizes after much online burrito bowl debate, and Change Research Lead Analyst Betsy App has new polling from voters re-energized by a changed Democratic ticket. Phil LeBeau - 10:54 Betsy App - 19:44 Adena Friedman - 27:29 Sharon Epperson - 35:00 In this episode: Sharon Epperson, @Sharon_Epperson Phil LeBeau, @Lebeaucarnews Becky Quick, @BeckyQuick Joe Kernen, @JoeSquawk Katie Kramer, @Kramer_Katie

Israeli Prime Minister Benjamin Netanyahu is headed to Congress today. “The Genius of Israel” co-author Dan Senor discusses the geopolitics at play in the leader's US visit, as well as the politics of who’s attending the speech. In the aftermath of the largest IT outage in history, Rand senior analyst Jonathan Welburn is asking whether CrowdStrike–and other big tech firms–are too big to fail. Plus, Alphabet’s YouTube ad revenue came up short in the latest quarter, Visa reported a rare miss on revenues, Elon Musk is denying a report that he’d be donating $45m a month to former President Trump’s election campaign, and the Biden administration scored a tentative win in its efforts to ban non-competes. Dan Senor - 13:39 Jonathan Welburn - 25:53 In this episode: Dan Senor, @dansenor Becky Quick, @BeckyQuick Joe Kernen, @JoeSquawk Cameron Costa, @CameronCostaNY

Vice President Kamala Harris appears to have won the backing of enough Democratic delegates for the nomination. PIMCO’s Head of US Public Policy Libby Cantrill explains what Harris’s endorsements mean for investors. Movie theater chain AMC has reached a debt refinancing deal, and CEO Adam Aron explains the deal, as well as the box office pipeline and keeping up the Taylor Swift Eras Tour momentum. Plus, Delta is still struggling to recover from the IT outage of last week, and Warner Bros. Discovery is making its pitch for NBA rights. Libby Cantrill 13:45 Adam Aron 24:28 In this episode: Adam Aron, @CEOAdam Becky Quick, @BeckyQuick Joe Kernen, @JoeSquawk Andrew Ross Sorkin, @andrewrsorkin Katie Kramer, @Kramer_Katie

After President Biden ended his re-election bid, he endorsed Vice President Kamala Harris. CNBC’s Eamon Javers reports on VP Harris’s spike in donations over the weekend, as well as the road toward the Democratic National Convention in August. While some Democrats have already endorsed VP Harris, former President Barack Obama and former Speaker Nancy Pelosi have not, which leaves the door open for other candidates vying for the nomination. Axios’s Mike Allen explains the other candidates who could come forward. Venture capitalist Vinod Khosla is an independent who hosted a Biden fundraiser in May; today, he’s calling for an open convention, but will support VP Harris if she wins the nomination. For Khosla, values are at stake this election, and more important than economic issues. Plus, Warren Buffett’s Berkshire Hathaway has sold $1.5B worth of Bank of America stock, and Delta is still recovering from the largest IT outage in history. Eamon Javers 2:07 Mike Allen 16:30 Vinod Khosla 29:57 In this episode: Vinod Khosla, @vkhosla Mike Allen, @mikeallen Eamon Javers, @eamonjavers Becky Quick, @BeckyQuick Joe Kernen, @JoeSquawk Andrew Ross Sorkin, @andrewrsorkin Katie Kramer, @Kramer_Katie

One of the largest IT outages in history started with a software update from cyber security firm Crowdstrike. Around the world, hospitals, businesses, news networks (including NBC) were affected when the update rolled out and crashed Microsoft Windows. CNBC’s Phil LeBeau reports from the airport in Wales, where many flights were grounded as airlines grappled with the outage. CNBC’s Steve Kovach explains how one company’s mistake can bring down millions of systems, and Wedbush analyst Dan Ives explains what’s next for the tech sector. The other headline this Friday: Donald Trump has accepted the Republican nomination for President for the third time. CNBC’s Eamon Javers reports from the Republican National Convention on the increasing pressure on President Biden, and pollster Frank Luntz explains the mixed reactions to Donald Trump’s 93 minute speech. Phil LeBeau 4:24 Eamon Javers 6:01 Steve Kovach 14:02 Dan Ives 20:13 Frank Luntz 29:07 In this episode: Dan Ives, @DivesTech Frank Luntz, @FrankLuntz Eamon Javers, @eamonjavers Phil LeBeau, @Lebeaucarnews Becky Quick, @BeckyQuick Joe Kernen, @JoeSquawk Andrew Ross Sorkin, @andrewrsorkin Katie Kramer, @Kramer_Katie

JD Vance made his first speech as Donald Trump’s VP pick at the Republican National Convention; CNBC’s Eamon Javers reports on Senator Vance’s reception at the RNC in Milwaukee, and former SEC Chair Jay Clayton explains how Vance’s new economic conservatism works–or doesn’t work–with the Republican preference for Reaganomics. Meanwhile, President Joe Biden has tested positive for Covid-19, but he’s still campaigning. Plus, ChatGPT scored a 98% on a medical exam that most first year residents score a 70% on. Former FDA Commissioner Dr. Scott Gottlieb says, some AI LLMs are good at providing differential diagnoses when presented with detailed lab results. Eamon Javers - 07:30 Jay Clayton - 16:56 Dr. Scott Gottlieb - 31:04 In this episode: Eamon Javers, @eamonjavers Scott Gottlieb, @ScottGottliebMD Becky Quick, @BeckyQuick Joe Kernen, @JoeSquawk Andrew Ross Sorkin, @andrewrsorkin Katie Kramer, @Kramer_Katie

Silicon Valley support is growing for Donald Trump; Marc Andreessen, Ben Horowitz, Peter Thiel, and Elon Musk have each endorsed the Republican nominee, and The Information founder Jessica Lessin says, it might be part of a more widespread shift in tech. Plus, former President Trump is floating ideas for possible cabinet members (like Jamie Dimon for Treasury Secretary), and he’s weighing the risk of dismissing Fed Chair Jay Powell before the end of Powell’s term. One of Powell’s former colleagues, former Boston Fed President Eric Rosengren, discusses the difference between both candidates’ rhetoric and policy, as well as what it means for monetary policy. Plus, President Biden is weighing a Supreme Court overhaul, Elon Musk is moving SpaceX HQ to Texas, and Spirit Airlines is under pressure. Jessica Lessin - 16:37 Eric Rosengren - 27:24 In this episode: Jessica Lessin, @Jessicalessin Becky Quick, @BeckyQuick Joe Kernen, @JoeSquawk Andrew Ross Sorkin, @andrewrsorkin Katie Kramer, @Kramer_Katie

Republican Nominee Donald Trump has named his pick for VP: Ohio Senator JD Vance. It’s a pivotal choice for the GOP, reports CNBC’s Eamon Javers, who is in Milwaukee for the Republican National Convention. Vance represents a new era for the conservative party, one of populist economics. Oren Cass, executive director of populist thinktank American Compass, is one of the movement’s leaders; Cass explains his conservative economics and the symbolism of JD Vance on the 2024 Republican ticket. Venture capitalist Bradley Tusk explains how populism plays out on social media, as well as the role of internet rhetoric in today’s political climate. Plus, Elon Musk has made an endorsement–but Teamsters has not. And Fed Chair Jay Powell is still aiming for a 2% inflation rate, but it’s complicated. Eamon Javers - 13:53 Oren Cass - 16:46 Bradley Tusk - 24:55 In this episode: Oren Cass, @oren_cass Eamon Javers, @eamonjavers Becky Quick, @BeckyQuick Joe Kernen, @JoeSquawk Andrew Ross Sorkin, @andrewrsorkin Katie Kramer, @Kramer_Katie

The GOP kicks off the Republican National Convention today in Milwaukee, days after the attempted assassination of former President Donald Trump. CNBC’s Eamon Javers reports on the security at the RNC and the latest information on the 20-year-old gunman. Republican Pennsylvania Senate Candidate David McCormick was in the front row of the Butler, PA campaign rally; he recounts the confused moments of the shooting and highlights America’s polarized political rhetoric as a factor in the violence. On both sides of the aisle, lawmakers are calling for civility and peace in a highly charged political environment. After President Biden’s Oval Office address, Biden Campaign co-chair Senator Chris Coons (D-Del.) condemns violence and hostile speech. Eamon Javers - 2:11 David McCormick - 13:29 Sen. Chris Coons - 29:51 In this episode: Eamon Javers, @eamonjavers David McCormick, @DaveMcCormickPA Chris Coons, @ChrisCoons Becky Quick, @BeckyQuick Joe Kernen, @JoeSquawk Andrew Ross Sorkin, @andrewrsorkin Cameron Costa, @CameronCostaNY

If inflation numbers are improving, the Federal Reserve should be ready to cut interest rates–maybe. Wall Street Journal Chief Economics Correspondent Nick Timiraos, known as the ‘Fed whisperer,’ explains the Fed’s rate cut calculus, including inflation metrics and changes in the labor market. CNBC’s Megan Cassella reports on Capitol Hill’s reaction to President Biden’s rare, unscripted press conference, and EU regulators are taking aim at Elon Musk’s X platform. Plus, the Paris Olympics are just weeks away! Washington University in St. Louis Sports Business Director Patrick Rishe says Americans are ready to bet on everything, from gymnastics to basketball. Megan Cassella - 7:37 Nick Timiraos - 15:20 Patrick Rishe - 25:15 In this episode: Nick Timiraos, @NickTimiraos Megan Cassella, @mmcassella Melissa Lee, @MelissaLeeCNBC Joe Kernen, @JoeSquawk Katie Kramer, @Kramer_Katie