Squawk on the Street

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Squawk on the Street

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

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Squawk on the Street
Squawk on the Street@SquawkStreet·
"The underlying drivers are still going to be good, which is positive operating leverage, pristine credit quality, improving profitability ... and Wall Street's booming." @KBWfinthink CEO Tom Michaud gives a bullish outlook for banks ahead of earnings tomorrow: cnbc.com/video/2026/07/…
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Squawk on the Street
Squawk on the Street@SquawkStreet·
After a landmark bipartisan housing bill officially became law over the weekend, Pretium Co-President Stephen Scherr explains the role he sees private capital playing moving forward: cnbc.com/video/2026/07/…
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Squawk on the Street
Squawk on the Street@SquawkStreet·
"Meta has been one of those companies that has managed their capex spending and acquisitions and their business pretty well." Michael Cuggino, Permanent Portfolio Family of Funds president, explains how he's playing the Magnificent 7: cnbc.com/video/2026/07/…
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Squawk on the Street
Squawk on the Street@SquawkStreet·
"It's going to be a tough road for Volkswagen and some of the other European manufacturers." Fmr. $TSLA President @jonmcneill explains why he sees a "tectonic shift" in the auto market stemming from Chinese competition: cnbc.com/video/2026/07/…
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Squawk on the Street
Squawk on the Street@SquawkStreet·
"I anticipate more bond market volatility, which could of course lead to stock market volatility." @KristinaHooper, Man Group chief market strategist, thinks new Federal Reserve leadership will usher in "a much more confusing period" for investors: cnbc.com/video/2026/07/…
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Squawk on the Street
Squawk on the Street@SquawkStreet·
"I honestly still prefer the bigger banks [to regionals] even though they have clearly been a great outperformer already." Erika Najarian, @UBS managing director of large-cap banks, sets the stage as we get set for a big wave of earnings next week: cnbc.com/video/2026/07/…
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Squawk on the Street
Squawk on the Street@SquawkStreet·
"This could come apart, but I think what will likely prevent that is the fact that Iran is really interested in consolidating the gains it made in the MOU." Former Asst. Secretary of State @PuneetTalwarDC on what's next as tensions flare again between the U.S. and Iran: cnbc.com/video/2026/07/…
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Squawk on the Street
Squawk on the Street@SquawkStreet·
"If you look at what's happening in the AI space just now, it pretty much checks all of the classic bubble signs." Rockefeller International Chairman Ruchir Sharma issues a warning about high rates: cnbc.com/video/2026/07/…
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