Squawk on the Street

"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/…

"It's a very narrow question of whether it's a bona fide news program under the law." @FCC Chairman @BrendanCarrFCC reacts to ABC arguing that 'The View' is exempt from equal time rules for political candidates: cnbc.com/video/2026/07/…

"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/…

"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/…

"Combined with loan growth and buybacks, we think big financials are a really good place." Phil Camporeale, @JPMorganAM chief investment strategist, delivers his sector playbook: cnbc.com/video/2026/07/…

"We are in the AI era." SK Group Chairman Chey Tae-won explains why chip giant @SKhynix is making its U.S. market debut today: cnbc.com/video/2026/07/…

"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/…

"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/…

"We need everything that they can bring to the market right now." @AB_insights senior semiconductors analyst @Srasgon reacts to $MU announcing plans to boost its U.S. chipmaking investments: cnbc.com/video/2026/07/…

.@Match is leaning on AI for digital matchmaking on its @hinge and @Tinder platforms. CEO @spencerrascoff joins us to discuss: cnbc.com/video/2026/07/…

Former Trump national security advisor @LTGHRMcMaster on Iran: "I see this as the latest phase in a 47-year-long war against the Islamic Republic of Iran." cnbc.com/video/2026/07/…

CNBC EXCLUSIVE: @PaloAltoNtwks CEO @nikesharora joins us to talk cybersecurity demand as enterprises adopt AI. Need to see pricing for AI come down, he told us: cnbc.com/video/2026/07/…

CNBC EXCLUSIVE: @JBoorstin sits down with @OpenAI CEO @sama following the rollout of GPT-5.6 models. New model is 54% more token efficient on agentic coding, he told us: cnbc.com/video/2026/07/…

FIRST ON CNBC: @PepsiCo CEO Ramon Laguarta breaks down the company's latest earnings report - the bottom line coming in below estimates. Playbook is working, he told us: cnbc.com/video/2026/07/…

"This is the future – we're going to have to live in a kind of gray area, neither peace nor war." @CFR_org President Emeritus @RichardHaass thinks Iran is "in an advantaged position" over the U.S. as the two nations reignite their tensions: cnbc.com/video/2026/07/…

"It still feels like it's a necessary exchange, pushing and shoving before we get back to talks as early as the end of the week." @RapidanEnergy CEO Scott Modell reacts to oil prices surging as energy markets digest the latest U.S.-Iran headlines: cnbc.com/video/2026/07/…

"We've seen a very distinct loss of momentum and also relative performance, and importantly, that $SMH ETF...has now penetrated its 50-day moving average." Fairlead Strategies Founder @StocktonKatie offers a technical take on the move lower in semis: cnbc.com/video/2026/07/…

"This is, perhaps, a new Cold War." With President Trump declaring the U.S.-Iran ceasefire over, @DWS_Group Americas CIO David Bianco thinks the ongoing tensions could weigh on global growth for a while longer: cnbc.com/video/2026/07/…

NYC developer RXR CEO Scott Rechler on concerns over Midtown Manhattan high-rise: "The developer here, Nathan Berman, is the most experienced in doing these conversions in the city ... if there's anyone that should be on top of this and making sure everything gets resituated ... he's the person that will get it done." cnbc.com/video/2026/07/…