Squawk on the Street
@SquawkStreet
CNBC's Squawk on the Street, 9a to 12 pm ET. Hosted by @CarlQuintanilla @SaraEisen @DavidFaber and @jimcramer
Follow us on Bluesky:
@squawkstreet.bsky.social
530 Following 283.2K Followers
"Just the suggestion that there is some sort of terminal value risk around that search side of things – that's what we've been worried about for four years."
@Citi Head of AI Research @heathterry explains why $GOOGL's earnings worried investors:
Show more
"In many use cases, the cost of the infrastructure of AI is still rising – those are not formulas for high returns for equity investors from here."
Elevation Partners Co-Founder @Moonalice calls Anthropic's IPO an opportunity to cash out:
Show more
Who's bringing home the bacon?
Hormel Foods CEO John Ghingo talks consumer demand, and how he's putting a modern spin on the company's legacy brands:
"They'll have over $200B of cash on the balance sheet. Just to put that into perspective, that's more cash than basically every hyperscaler."
@AltimeterCap Partner @paulinebhyang shares the thing that most impressed her from Anthropic's IPO filing:
Show more
"We've seen an uptick in bookings, as well as our guests willing to pay us more today and tomorrow than they did yesterday."
@RoyalCaribbean CEO Jason Liberty says demand keeps cruising along after reporting an earnings beat in Q3:
Show more
CNBC EXCLUSIVE: “Anthropic is probably the most impressive company we’ve ever seen in terms of its growth and actual revenue,” says Disruptive Founder & CEO Alex Davis.
Show more
FIRST ON CNBC: “We think we can achieve about 100M products by 2030… That’s a 4x increase," says SoFi CEO Anthony Noto on the back of earnings beat. $SOFI on track for its best day in at least a year:
Show more
“Enterprises are playing with open models and laying their data on top - they’re going to have a productivity boom, probably over the next two years," says Melius' Ben Reitzes:
Show more
CNBC EXCLUSIVE: Boeing expects positive cash flow in 2026 - its first in several years.
“We’ll increase that positive cash flow and get to that $10B target and beyond,” says $BA CEO Kelly Ortberg:
Show more
"I think what you're seeing is a real focus and a swing toward short-term trading."
Alli McCartney, @UBS Alignment Partners private wealth advisor, explains why she thinks the S&P will hit 8,100 by year-end:
Show more
"What we're trying to do is...capture those liabilities so that investors have a better picture of what kinds of risks are involved."
@SPGlobalRatings' Mark Habib warns that hyperscalers likely have more AI debt than we realize:
Show more
"The markets, depending on the day you look, have priced in either one or two hikes after December, and we think probably a third hike could happen."
How former Fed Vice Chair Richard Clarida is thinking about inflation and interest rates:
Show more
"This revenue growth is being supported with real profit, with real dollars, at the end of the day."
How Matt Witheiler, head of late-stage growth at Wellington Management, is thinking about Anthropic's public IPO filing as an investor in the company:
Show more
"Here's a company at scale that year-over-year grew over 10x - It's not the kind of growth nor scale you see in the 25 years in venture business."
Early Anthropic investor @MenloVentures's @mmurph reacts to the company's S-1 filing out this morning:
Show more
.@BessemerVP Partner @bdeeter & early Anthropic investor on Anthropic's S-1 filing:
"We were fortunate enough to invest early in the pre-money round Series D many years back ... We've never seen the growth rates like we're seeing in the AI markets."
Show more
"This is a very unique dataset and potentially standard of care changing."
Myles Minter, William Blair health care research analyst, reacts to positive trial results for $MRK and $MRNA's cancer vaccine:
Show more
“If Democrats take even just one House, that will give them a lot of leverage around debt-ceiling negotiations and funding spending next year.”
Evercore ISI Chief Strategist Sarah Bianchi on the market implications of the midterms:
Show more
"These marginal neocloud players – they're going to have a pretty rough time going forward."
@DanielTNiles tells us where he's finding value within hyperscalers and semiconductor infrastructure:
Show more
“If you love your existing iPhone - if you really love it -this is not the iPhone for you.”
@gruber on Apple’s new iPhone Duo:
“There’s just no evidence that the bottom line of the S&P 493 is getting any boost from AI. Profit margins are not growing. Revenue per employee is not growing.”
@apolloglobal Chief Economist Torsten Slok on AI’s impact beyond the Mag 7:
Show more
