Squawk on the Street

Anthropic investor Pauline Yang of Altimeter Capital joins to discuss Anthropic's upcoming IPO and the tech market at large. Then, Royal Caribbean CEO Jason Liberty breaks down the latest quarter and discusses the demand outlook for travel. Plus, we speak to Hormel CEO John Ghingo in his first interview since taking the role.
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A massive $63 billion deal to finance AI chips for Anthropic puts the spotlight on the growing cost of the AI boom. Melius Research’s Ben Reitzes joins Squawk on the Street to break down Broadcom’s partnership with Blackstone and major banks, along with new financial details from Anthropic’s S-1 filing. Plus, SoFi CEO Anthony Noto discusses record loan originations as shares surge following strong earnings. And Disruptive CEO Alex Davis unveils a new $10 billion fund targeting the next generation of private technology giants.
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One day after Anthropic unveiled its IPO filing and set the stage for a massive public debut, Carl Quintanilla, Jim Cramer and David Faber delved into new developments involving the AI trade: A $63 billion dollar AI debt deal in which Broadcom is working with Bank of America, Morgan Stanley, Citi and Blackstone to finance its AI infrastructure plans with Anthropic; Nvidia and AMD to invest $3 billion and $1 billion — respectively — in Meta's AI-related equity offering. Boeing CEO Kelly Ortberg joined the program exclusively to discuss the company's Q3 revenue beat, wider-than-expected losses and strategy for expanding MAX jet production. Also on the earnings front: Coca-Cola falls despite a quarterly beat and raised guidance; Whirlpool slides to new four-decade lows; Royal Caribbean and Sofi among the bright spots.
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Anthropic Investor Matt Witheiler of Wellington Management joins to discuss his take on Anthropic's S-1, which was filed this morning. Then, Former Fed Vice Chair Rich Clarida looks ahead to the Fed meeting this week. Plus, we bring you an early read on demand for the new iPhone Duo, which hit the stores over the weekend.
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