Squawk on the Street

"Premium is a much larger part of the box office, and it's been a larger part of the box office for the last number of years." @IMAX CEO Rich Gelfond projects a strong year ahead for movie releases – here's why: cnbc.com/video/2026/05/…

"Capex is going to be greater than the growth of the entire economy, and that's really driving the markets." @neubergerberman's @HNewmanKroft explains why investors are looking past the Iran war: cnbc.com/video/2026/05/…

"I think President Trump is really eager to find a deal – you can see it in the concessions he's making from his original positions." @RapidanEnergy CEO Scott Modell discusses the path forward for peace talks with Iran, and the impact for oil prices: cnbc.com/video/2026/05/…

BREAKING: Consumer confidence beats expectations in May, but moderates from upwardly revised April levels @RickSantelli reports cnb.cx/4dGck3i

Pope Leo saying that AI must be "disarmed" in his first encyclical. Partner at Bessemer Venture Partners and Anthropic investor @bdeeter joins us to discuss the Pope's AI warning, the race for AI giants to go public & more. cnb.cx/4dJ1BoL

CNBC EXCLUSIVE: 20 years since Mastercard's IPO, CEO @MiebachMichael talks the consumer, stablecoins, the Middle East, AI adoption and more: cnb.cx/3RuYU2M

AI industrial revolution nearing? "We have raised the probability of the 'AI productivity boom scenario' to 20%," says Partners Group Private Wealth's Anastasia Amoroso: cnb.cx/49pEVZv

"We still think there could be labor softness that can develop, and I think that is despite what we're seeing in the stock market." Rob Rowe, @Citi Research head of global strategy, explains why he's betting on a rate cut in September: cnbc.com/video/2026/05/…

"Anthropic, I think, looks a little more stable to me than OpenAI – OpenAI is still burning cash at a huge rate." @GaryMarcus pulls no punches discussing the competitive landscape in artificial intelligence: cnbc.com/video/2026/05/…

"He's going to have to set expectations early on, both to the president and to the FOMC." Fmr. Kansas City Fed President @tom_hoenig reacts to Kevin Warsh getting sworn in as Federal Reserve chair today: cnbc.com/video/2026/05/…

Memorial Day cookout costs rise again, with @bgomezreports cnbc.com/video/2026/05/…

Early SpaceX investor: If you look at the company’s history, they have always delivered cnbc.com/video/2026/05/…

BREAKING: Fed Governor Christopher Waller: Inflation is not headed in the right direction cnb.cx/3PIfdsi

BREAKING: Consumer sentiment hits fresh record low in May, @ricksantelli reports cnb.cx/4dDtVJ0

Prices jump at the pump: Here's what to know, with @PippaStevens13 cnb.cx/4ds834Q

Watch the "Squawk on the Street" crew break down the top headlines of the day, as the Dow Jones Industrial Average hits a record high: cnb.cx/4tQJIKG

"When you own that infrastructure, you own all the businesses along that path." Early SpaceX investor @PeterDiamandis on what the company's IPO means for accessing energy, metals and more outside of Earth's atmosphere: cnbc.com/video/2026/05/…

"It's an entirely passive stake – no voting on the shares, no board seats, etcetera." @infleqtion CEO Matt Kinsella takes us through the Commerce Department's plan to award $2B in grants to several quantum computing firms, including his: cnbc.com/video/2026/05/…

"It is not just the hyperscalers or the AI-adjacent companies that have posted solid earnings." Alli McCartney, @UBS Alignment Partners managing director, sees "myriad reasons" to be bullish despite concerns around growth and inflation: cnbc.com/video/2026/05/…