Washington lawmakers like Senator Elizabeth Warren (D-Mass.) are raising concerns over Capital One’s planned acquisition of Discover . Antitrust laws and consumer protections are just part of the regulatory pushback on the deal . Pulitzer Prize-winning author Charles Duhigg is out with a new book, “Supercommunicators.” He explains what differentiates a good communicator from a super one, including a polite, inquisitive attitude. Manhattan Institute’s Allison Schrager warns that 401ks might be go...
Feb 21, 2024•30 min
It’s big news for your wallet: Capital One is set to acquire Discover in a $35.3B all-stock deal, pending any regulatory hurdles. In the run-up to the 2024 election, Axios co-founder Mike Allen is watching two key issues: President Biden’s upcoming State of the Union, and former President Trump’s days in court. In DC, the Biden administration is awarding chipmaker GlobalFoundries $1.5B for semiconductor production; National Economic Council Director Lael Brainard discusses the White House’s prog...
Feb 20, 2024•29 min
Russian media has announced the death of Alexei Navalny, the imprisoned opponent to Vladimir Putin . Convening with other global defense leaders at the Munich Security Conference, former CIA Director General David Petraeus discusses Navalny’s death and legacy, as well as news that the FBI disrupted a Russian cyber espionage operation. Disney, Warner Bros. Discovery, and Fox might face regulatory scrutiny for their attempt to launch a new sports streaming platform. Former FTC Commissioner Mozelle...
Feb 16, 2024•31 min
Thousands of flight attendants are picketing at dozens of airports around the country. President of the Association of Flight Attendants Sara Nelson explains the wage increases her colleagues are requesting. Cisco and Morgan Stanley are the latest firms to announce layoffs, joining the ranks of UPS, Paramount Global, Amazon, Macy’s, Alphabet, Levi Strauss, and others. Recruiter.com chairman Evan Sohn discusses a workforce “reshuffling” across industries, including the impact of AI on hiring tren...
Feb 15, 2024•26 min
A month after approving spot Bitcoin ETFs , SEC Chair Gary Gensler shares his perspective on cryptocurrency. In an extended conversation with Joe Kernen, Becky Quick, and Andrew Ross Sorkin, he discusses market risks for investors, the responsibilities of investment advisors employing AI, and much more. Hot CPI data on Tuesday sparked a market sell-off and suggested that America’s inflation woes are far from over. Plus, an error in Lyft’s earnings report sent the stock into a Lyft-off, and the D...
Feb 14, 2024•37 min
Expedia’s CEO says travelers are in a new era after post-pandemic revenge travel has faded. Peter Kern explains travel demand and his four years turning the travel company technology first, as he prepares to leave the C-suite in May. Author Jared Cohen has penned a new book; in “Life After Power,” Cohen examines the chapters after leadership for seven U.S. Presidents who explored new roles and more purpose after leaving the White House. Uber, Lyft, and Doordash drivers plan on striking this week...
Feb 13, 2024•27 min
Elon Musk is swapping Neuralink’s Delaware incorporation for one in Nevada, after a Delaware judge struck down his $55.8B Tesla pay package . Separately, the SEC has asked Musk to testify in a probe of his Twitter takeover. Elon Musk biographer and Perella Weinberg advisory partner Walter Isaacson shares takeaways from his time chronicling the billionaire, including Musk’s frustration with multiple regulatory threats. Plus, after the Kansas City victory, Kevin Krim, CEO of advertising tracking c...
Feb 12, 2024•35 min
President Biden spoke to reporters yesterday, rebutting claims made in Special Counsel Robert Hur’s recent report and defending his memory. Axios National Political Correspondent Alex Thompson discusses sentiment in DC and at the White House, as well as the paths forward for the Democratic Party as the country gears up for the 2024 election in just 9 months. The S&P 500 is flirting with a milestone: 5,000. Fairlead Strategies Founder Katie Stockton breaks down the market technicals and trend...
Feb 09, 2024•40 min
In this bonus episode of Squawk Pod, Google CEO Sundar Pichai discusses Google’s newest iteration of AI, now known as Gemini . He explains which aspects of Google’s AI excite him the most, including Gemini’s ability to interpret images and video. Plus, Pichai comments on AI’s innovation trajectory, combating deep fakes, and working with regulators to build a safe internet. Andrew Ross Sorkin digests the interview with Joe Kernen, and Becky Quick. In this episode: Sundar Pichai, @sundarpichai Joe...
Feb 08, 2024•28 min
Disney’s first quarter earnings report beat estimates and revealed multiple new deals, releases and events in the year ahead. Disney’s new CFO Hugh Johnston discusses the media giant’s investment in Epic Games , its plan for an ESPN sports streaming service, and Taylor Swift’s Eras Tour, soon available on Disney+. Plus, NBC’s Chief International Correspondent Keir Simmons is on the ground in Iraq , after a U.S. drone strike killed a commander in an Iran-backed militia. Keir Simmons - 02:16 Hugh ...
Feb 08, 2024•28 min
Disney-owned ESPN, Warner Bros. Discovery, and Fox are launching a joint sports streaming platform this year, with each party owning a third of the newly formed company. Sports entrepreneur and Kevin Durant’s long-time agent Rich Kleiman says he likes the media move, for sports and for athletes, although many factors–like the cost for consumers and the name of the venture–are still unknown. Plus, in his latest essay, Minneapolis Fed President Neel Kashkari is reading the economy’s mixed signals....
Feb 07, 2024•35 min
Billionaire investor Leon Cooperman forecasts that stocks could see losses this year, while long-duration Treasury yields could test higher again. The Omega Family Office chairman and CEO also discusses the latest market trends, the Fed’s rate path decision, state of the economy, antisemitism on campus, the 2024 Presidential race, Elon Musk, and more. Shares of Palantir popped Tuesday , a day after the company released fourth-quarter earnings that detailed strong demand for its AI offerings. Plu...
Feb 06, 2024•35 min
Episode 3, Catching a Spy: CNBC’s Eamon Javers reveals the fate of Xu Yanjun, the spy from China that targeted GE and one of its engineers. He also talks to the leaders of the Senate Intelligence Committee, FBI Director Christopher Wray and China experts to find out what key U.S. industries are in the crosshairs of China’s plans for global economic domination and what risks this poses to U.S. businesses. He also explores the fallout to the Chinese American community from a Department of Justice ...
Feb 06, 2024•22 min
Episode 2, Tricks of Tradecraft: CNBC’s Eamon Javers talks to a former chief of counterintelligence at the CIA, James Olson, whose expertise from his 31-year career makes him essential to understanding the case of a spy from China who targeted GE’s jet engine trade secrets. Javers also interviews aviation analysts to discuss the challenges China faces in building its own commercial passenger planes, why it would be after GE’s technology, and why the technology is so difficult to master or replic...
Feb 06, 2024•16 min
Episode 1, A Spy Finds His Target: CNBC Documentaries dives into the undercover world of economic espionage and details an illicit campaign by China’s government to steal high tech trade secrets from some of the biggest companies in the United States. Correspondent Eamon Javers follows the story of Xu Yanjun, a Chinese government spy who targeted GE and one of its engineers in an attempt to steal valuable proprietary information about its jet engine technology. Javers travels to Cincinnati where...
Feb 06, 2024•12 min
Senators have unveiled a $118B bipartisan deal for international aid and border security , but it might face resistance in the House. Senator Mark Warner (D-Virginia) explains the package and his greatest security concerns after the U.S. and U.K. military strikes in Syria, Iraq, and Yemen . Just Capital is out with the JUST 100, the annual ranking of U.S. companies on 20 core issues and 5 key stakeholders: workers, communities, shareholders & governance, customers, and the environment. CNBC’...
Feb 05, 2024•44 min
Becky Quick and Joe Kernen are live at AT&T Pebble Beach Pro Am. The two sit down with AT&T CEO John Stankey to discuss sponsoring the golf tournament, the company’s latest earnings report, future of communications, and more. Plus, back in New York, Andrew Ross Sorkin is trying on the Apple Vision Pro along with The Wall Street Journal’s Senior Personal Technology Columnist Joanna Stern. She gives her take on the new Apple product, how it compares to other mixed reality headsets, and if ...
Feb 02, 2024•33 min
CEOs from the top social media companies testified yesterday on Capitol Hill about safeguarding children on their respective platforms. Arturo Béjar, former Facebook engineering director and former Instagram consultant, discussed key takeaways, what companies can do to safeguard their apps, and more. Frank Luntz, FIL Inc. pollster and political strategist, discusses the state of the 2024 race and why many Biden voters are looking for a change. Interest rate cut expectations were pushed out Wedne...
Feb 01, 2024•29 min
A Delaware judge has invalidated Tesla CEO Elon Musk's $56 billion pay package, citing the board's failure to prove its fairness and lack of evidence regarding negotiations. Thousands have been laid off across the tech industry , including at Microsoft, Alphabet, eBay, and PayPal. Alex Kantrowitz, founder of Big Technology, considers AI’s impact on the workforce . Starbucks lowered its same store sales forecasts and reported a growth in iced drinks, in its latest quarter. CFO Rachel Ruggeri outl...
Jan 31, 2024•28 min
The Federal Reserve begins its two-day meeting today, deciding whether to cut interest rates, raise them, or hold them steady. Allianz chief economic advisor Mohamed El-Erian discusses his expectations for this week’s meeting, as well as the bigger picture of the U.S. in context with the EU’s economy . Wall Street billionaires are fundraising for Presidential hopeful Nikki Haley today; Puck’s founding partner Teddy Schleifer shares his outlook on Haley’s trajectory and on the relevance of Wall S...
Jan 30, 2024•26 min
Presidential hopeful Nikki Haley says she’ll stay in the race for the White House at least through Super Tuesday. After three U.S. troops were killed in a drone strike in Jordan , Haley shares how she’d manage tensions with Iran and conflict in the region, as well as her plan to secure America’s borders . The Federal Trade Commission is taking a close look at big tech’s deals for AI innovators; FTC Chair Lina Khan explains her rationale for scrutiny and her strategy for encouraging American comp...
Jan 29, 2024•37 min
NBA legend Dwyane Wade has launched a new podcast, “The Why with Dwyane Wade.” The businessman, author, philanthropist, and newly Oscar-nominated documentary producer discusses his attitude toward lifelong learning and his commitment to tell impactful stories on his platforms. President Biden has paused approvals for U.S. exports from new liquefied natural gas projects . Secretary of Energy Jennifer Granholm explains the environmental reviews taking place during the pause, as well as the adminis...
Jan 26, 2024•33 min
GDP in the fourth quarter of 2023 increased 3.3%, beating economist expectations. After Tesla reported a miss on revenue and profit in its fourth quarter , CNBC’s Phil Lebeau explains the results and the slowing growth for EV makers across the board. Plus, gearing up to the general election, Financial Services Committee Chair Rep. Patrick McHenry (R-North Carolina) discusses the push to get deals done in Congress. IBM, eBay, TikTok, Amazon, Google and other tech players are laying off workers ; ...
Jan 25, 2024•37 min
Nikki Haley has lost to Donald Trump in the New Hampshire primary , but she’s staying in the race. Pollster and strategist Frank Luntz discusses her chances of succeeding in the next primary, in her home state of South Carolina. After multiple manufacturing issues in the last few years, Boeing’s CEO Dave Calhoun is meeting with lawmakers on Capitol Hill. One leader he’s meeting: Senator Jerry Moran (R-Kan.), ranking member of the Aviation Subcommittee, who’s sharing his concerns for passenger sa...
Jan 24, 2024•37 min
The New Hampshire primary is underway! New Hampshire Governor Chris Sununu discusses the current face-off between Nikki Haley and former President Donald Trump, and explains the importance of momentum for Haley’s White House bid. United Airlines reported its fourth quarter results , but investors are zeroed in on the airline’s first quarter forecast. CNBC’s Phil LeBeau and United CEO Scott Kirby discuss the pressure Boeing’s manufacturing issues have placed on United’s business, and the effect M...
Jan 23, 2024•28 min
Florida Governor Ron Desantis has pulled out of the Presidential race ahead of the New Hampshire primary . Joe Kernen, Becky Quick, and Andrew Ross Sorkin digest his announcement and his new endorsement of former President Donald Trump. During last week’s World Economic Forum in Davos, AI took center stage; Palantir co-founder and tech investor/entrepreneur Joe Lonsdale shares his projections for AI’s impact on industry and labor. CNBC’s Steve Kovach explains the regulatory and legal slog ahead ...
Jan 22, 2024•30 min
In a special episode of Squawk Pod, Joe Kernen, Becky Quick, and Andrew Ross Sorkin are speaking with Coca-Cola CEO James Quincey at the World Economic Forum in Davos, Switzerland. Quincey shares different AI innovations shaking up the world of Coke, including Marshmello (the DJ) flavors, and Times Square Coke Christmas cards. Looking ahead, he considers the marketing opportunities generative AI could power. Plus, selling beverages in nearly every country in the world, Coca-Cola had to pass on i...
Jan 19, 2024•16 min
In a special episode of Squawk Pod, Joe Kernen, Becky Quick, and Andrew Ross Sorkin are speaking with Bank of America CEO Brian Moynihan at the World Economic Forum in Davos, Switzerland. Moynihan explains his economic outlook for 2024, where he expects U.S. Fed policy to go, and the strength and demand of the global consumer. In this episode: Becky Quick, @BeckyQuick Joe Kernen, @JoeSquawk Andrew Ross Sorkin, @andrewrsorkin Cameron Costa, @CameronCostaNY...
Jan 19, 2024•14 min
In a special episode of Squawk Pod, Joe Kernen, Becky Quick, and Andrew Ross Sorkin are speaking with Goldman Sachs CEO David Solomon at the World Economic Forum in Davos, Switzerland. In his exclusive interview after Goldman’s fourth quarter financial report, Solomon explains the numbers and the firm’s shift to asset and wealth management. After a tumultuous 2023 for his firm and for the macroeconomic environment, Solomon says his firm is well-positioned, and he’s not expecting more rate hikes ...
Jan 19, 2024•18 min
In a special episode of Squawk Pod, Joe Kernen, Becky Quick, and Andrew Ross Sorkin sit down with designer, philanthropist, and fashion icon Diane von Furstenberg at the World Economic Forum in Davos, Switzerland. Furstenberg made her iconic wrap dress 50 years ago, and she’s been uniting women through fashion ever since. At Davos, she’s highlighting intention and manifestation, encouraging other attendees to see the humanity and the beauty around them, in the snowy Swiss Alps and beyond. In thi...
Jan 18, 2024•9 min
