Squawk on the Street

"I think the case for hikes is strong and straightforward." Fmr. Minneapolis Fed President Gary Stern says a strong October jobs report helps make it easier for the central bank to focus on taming inflation: cnbc.com/video/2026/11/06/oc…

"When I think about the midterms, I need to keep thinking about how do we keep investing to meet that customer demand." How @OpenAI CFO Sarah Friar is navigating data centers and pushback at the community level: cnbc.com/video/2026/11/06/op…

PayPal's Enrique Lores shares details on the fintech company's turnaround plan in his first interview since taking over as CEO in March: cnbc.com/video/2026/11/06/pa…

Today's stronger-than-expected jobs report is consistent with the low-hire, low-fire labor market, says Goldman Chief Economist Jan Hatzius: cnbc.com/video/2026/11/06/go…

"All of these companies that are adopting AI, are any of them going to slow down their adoption of AI because of what happened on Tuesday? No." @heathterry, @Citi head of AI research, remains bullish regardless of the election or this week's sell-off: cnbc.com/video/2026/11/06/ci…

“America’s a big place… There’s plenty of room in the U.S. for data center growth to continue as projected ahead of the election.” White House National Economic Council Director Kevin Hassett on data center opposition: cnbc.com/video/2026/11/06/ne…

CNBC EXCLUSIVE: I don’t think correction will run deeper or longer, says @Citi CEO Jane Fraser: cnbc.com/video/2026/11/06/ci…

“The market is now anticipating 50% to 60% cuts to the revenue we’re seeing, which is opening up a value opportunity as these stocks trade at multiples not seen in five years.” @roundhill CEO @MazzaDave on the selloff in memory stocks cnbc.com/video/2026/11/06/th…

"What we hear from consumers, particularly today, is...they want to spend their money where they think it's worth it." Tapestry CEO Joanne Crevoiserat still sees strong demand for luxury products from Coach and Kate Spade: cnbc.com/video/2026/11/05/ta…

"We're entering a very different period of what AI adoption's going to look like." @Box CEO @levie joins as the company announces new product launches and an expanded collaboration with Nvidia today: cnbc.com/video/2026/11/05/bo…

"We need to separate the AI trade from the further development of the technology." One Point BFG Wealth Partners CIO @pboockvar explains how stocks could react if there's a slowdown in infrastructure spending: cnbc.com/video/2026/11/05/on…

"There are some brief pockets of respite from this, but obviously pretty, pretty painful across the board today." Richard Clode, portfolio manager at Janus Henderson, says we're seeing a "buyer's strike" as tech stocks plunge: cnbc.com/video/2026/11/05/ja…

Apollo's Torsten Slok weighs in on today's broad tech-led sell-off: "Growth in data center spending is now expected to be more modest than we thought just days ago." cnbc.com/video/2026/11/05/ap…

FIRST ON CNBC: Chime beat earnings estimates and raised its full-year outlook. “Consumers have concerns about the economy… But when you look at actual behavior, it’s still incredibly resilient," says @Chime CEO Chris Britt: cnbc.com/video/2026/11/05/ch…

“Tech has acted as a shield to deflect all sorts of other things… If AI gets a real hit, I’m less sure the rest of the economy can prosper," says @elerianm: cnbc.com/video/2026/11/05/yo…

FIRST ON CNBC: “The data center business for Arm will be larger than smartphones," says @Arm CEO @renehaas237: cnbc.com/video/2026/11/05/ar…

"Traditionally, it is considered that Democrats are more favorable to Medicaid than Republicans." Lisa Gill, @jpmorgan head of healthcare services research, on what the election means for insurance stocks: cnbc.com/video/2026/11/04/jp…

"It brings into question some of the legislation around the rollout of the data center, particularly in places like Texas, Tennessee, Mississippi, etcetera." What @BMO Capital Markets analyst Harsh Kumar thinks the election means for the AI trade: cnbc.com/video/2026/11/04/bm…

"Our business and what we do in digital dollars are a bipartisan issue, and we want to work with leadership in every political party." @circle CEO @jerallaire talks earnings and the election's impact on crypto regulations: cnbc.com/video/2026/11/04/wa…

"For investors watching the short-term, how the policy environment's going to change, I think the big themes are going to stay relatively constant." @Lazard Asset Management CIO Eric Van Nostrand on the midterm elections and their impact for markets: cnbc.com/video/2026/11/04/la…