Squawk on the Street

"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…

.@michaelsantoli & JPMorgan's David Kelly break down how the market is reacting to last night's midterm elections: cnbc.com/video/2026/11/04/jp…

“I hope there’s not a rush to regulating the model layer. Let competition run free… That innovation and competition is so important.” @thomabravo Founder and Managing Partner Orlando Bravo on AI regulation & innovation: cnbc.com/video/2026/11/04/or…

CNBC EXCLUSIVE: @CVSHealth expects its planned breakup to create two Fortune 25 companies. “We’ve taken one great company and [are] splitting it into two great companies. Both of them will be Fortune 25, Fortune 10 in terms of size, with a strong balance sheet,” says CVS Health CEO David Joyner: cnbc.com/video/2026/11/04/cv…

FIRST ON CNBC: “We see our business growing over 80% next year, which is a very significant number. It’s over double our long-term model," says @AMD CEO @LisaSu: cnbc.com/video/2026/11/04/am…

"Anthropic is obviously, I think, going to be one of the seminal moments this year for us and really could help shape sentiment as we head into 2027." Bob Peck, board member at @TheNYAngels, delivers his take on the IPO market's health: cnbc.com/video/2026/11/03/an…

"Congress matters for fiscal policy...but for the key drivers of markets, we're looking at the executive." Ariana Salvatore, @MorganStanley head of U.S. public policy research, discusses how the midterm elections could impact AI, M&A and more: cnbc.com/video/2026/11/03/mo…

"It's been a tough tape for tech – that said, I think fundamentals for these tech companies remain pretty strong overall." @InvestGabelli portfolio manager John Belton explains how he's thinking about the AI supply chain: cnbc.com/video/2026/11/03/it…

Binance says it has replenished 98% of the tokens affected by the more than $6B crypto heist. “We bear the full financial impact and users are not compromised," Binance co-CEO Richard Teng told us: cnbc.com/video/2026/11/03/bi…