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
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“The long-term story remains right. These companies are sold out for years in the future - but sentiment on memory and the broader tech trade has turned pretty markedly.”
@roundhill CEO Dave Mazza on the outlook for memory stocks:
cnbc.com/video/2026/10/22/ro…
“These investments are significant, but they’re positioning Meta to be autonomous for the long term… We think they will ultimately be high-return investments.”
Guggenheim's Michael Morris on $meta's AI spending:
cnbc.com/video/2026/10/22/mu…
“We still think tech is the long-term leadership, but it’s going through a little bit of a short-term setback," says Truist Wealth’s Keith Lerner:
cnbc.com/video/2026/10/22/tr…
“Tesla needs to make the case: It’s not just a car company. It’s a tech company," says Fmr. $TSLA Board Member @SteveWestly:
cnbc.com/video/2026/10/22/fo…
"There'll be a great opportunity for us to both expand our reach and get paid what we think is an appropriate reflection of our value."
How @NHL Commissioner Gary Bettman is thinking about broadcast rights for both legacy cable and streamers:
cnbc.com/video/2026/10/21/wa…
"We're dealing with a period of productivity that we can't imagine."
@UBS Global Wealth senior portfolio manager @CapMrkts says the S&P could hit 9,500 by next June – here's what's driving his bull case:
cnbc.com/video/2026/10/21/wh…
"We're starting to see a little bit of inflation starting to kick through, and that's not surprising."
@kroger CEO Greg Foran explains how higher diesel and fertilizer prices are impacting grocery prices:
cnbc.com/video/2026/10/21/kr…
"I think telecom's in a lot of trouble now – they've been underestimating, I think, the broadband share they're going to lose."
Tim Horan, @Oppenheimer senior digital infrastructure analyst, says it's "pretty inevitable" that $SPCX and $TSLA will merge:
cnbc.com/video/2026/10/21/sp…
"Demand is very strong, especially on the smoke-free products."
@InsidePMI Group CEO Jacek Olczak tackles the company's Q3 earnings beat, and the "choppy waters" he's seeing as a result of the war with Iran:
cnbc.com/video/2026/10/21/ph…
“I worry Netflix has become a little too comfortable… It needs to find its way back to the innovative Netflix of old.”
Simon Gallagher, SGP Global principal and former Netflix and Hulu executive on $NFLX's growth challenge:
cnbc.com/video/2026/10/21/a-…
“I think SpaceX becomes the first $10T company - and then a $100T company.”
@PeterDiamandis on SpaceX’s long-term potential:
cnbc.com/video/2026/10/21/i-…
“He’s driven by wanting to solve problems. He’s not driven by wealth. He’s the ultimate engineer. He builds the machines that build the machine.” @PeterDiamandis on @elonmusk
“We’re starting to see meaningful cracks in the consumer in the timeliest data… Consumers have cut back spending enough that there’s basically no growth," says Unlimited Funds CEO @BobEUnlimited:
cnbc.com/video/2026/10/21/ma…
"Netflix has to be looking to the creator economy – to YouTube and to the other platforms that are getting so much attention from young people."
Fmr. TikTok CEO Kevin Mayer discusses what's at stake for $NFLX's next chief content officer:
cnbc.com/video/2026/10/20/ca…
"Right now, the CFO office is putting a lot of scrutiny on budgets and how much return they're getting on their spend."
Impactive Capital founding partner Lauren Taylor Wolfe discusses risks around a potential AI bubble:
cnbc.com/video/2026/10/20/im…
"We've probably become a little bit too stretched in terms of positioning, in terms of sentiment – I don't really think fundamentally anything's changed in the last two weeks."
@kettner_max, @HSBC chief multi-asset strategist, on the volatility around AI:
cnbc.com/video/2026/10/20/hs…
Fmr. $GM Board Member Jon McNeill: "Hybrids is an issue [for General Motors] - they've got to address it quickly."
cnbc.com/video/2026/10/20/fo…
"I think the Fed will be raising rates - but they'll wait until December," says Sam Stovall, chief investment strategist at CFRA Research:
cnbc.com/video/2026/10/20/cf…
FIRST ON CNBC: “We think [Solstice] has $100 million of costs it can take out… [It] needs to focus on creating value, not just getting bigger.”
Starboard Value CEO Jeff Smith on the firm’s new position in $SOLS
cnbc.com/video/2026/10/20/st…
"Pretty much every market...in our AI race is likely to collapse down to a duopoly."
@Gartner_inc chief forecaster John Lovelock warns 80% of independent neoclouds could cease operations by 2030:
cnbc.com/video/2026/10/19/ga…
"The era of cheap money and multiple expansion is over."
@eqt Chair Jean Eric Salata oversees one of the world's largest private market managers – here's how he's investing around AI:
cnbc.com/video/2026/10/19/eq…
