Squawk on the Street

The second hour of CNBC’s "Squawk on the Street" with Carl Quintanilla and Sara Eisen is broadcast each weekday from the floor of the New York Stock Exchange, with the up-to-the-minute news investors need to know and interviews with the most influential CEOs and greatest market minds.Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Brian Sullivan, Morgan Brennan and Dominic Chu discussed fresh record highs for the S&P 500, sparking investor hopes for a "Santa Claus rally." Gold, silver and platinum also hit new all-time highs. David Faber outlined details of the story he broke shortly after the close of trading on Christmas Eve: Nvidia agreed to acquire assets from chip design startup Groq for $20 billion.  Elon Musk's Tesla and SpaceX in the spotlight -- a former Tesla board member shares his 2026 expectations for both companies. Also in focus: The stocks that have more than doubled and tripled returns this year, defense sector strength, the outlook for Lululemon and Nike shares after a rough 2025, Strategy goes defensive on bitcoin, tech's Christmas winners.Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Wharton School Professor Jeremy Siegel reacts to this morning’s jobless claims number, plus lays out some under the radar risk to the market. Then Crypto’s latest lobbying effort isn’t such a new idea. A look at the industry’s push into hospitality. And a multi-billion-dollar deal in pharma. The outlook for M&A and some names to watch. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

On the final trading day before Christmas, Carl Quintanilla and Melissa Lee explored Wall Street hopes for a "Santa Claus rally" one day after the S&P 500 hit a new record high. Oakmark Funds' Bill Nygren shared his outlook for the markets, as well as his take on the battle for Warner Bros. Discovery. Harris Oakmark is WBD's fifth-largest shareholder. Retail veteran Jan Kniffen offered his perspective on stores and the consumer as the holiday shopping season hits the homestretch. Also in focus: Nike shares rise thanks to Apple CEO Tim Cook, the Nvidia connection to Intel shares falling, the financial sector's rally to all-time highs, President Trump expects rate cuts from a new Fed chair, gold's record run, what crypto and a dive bar have in common.Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Cramer says this semiconductor giant ‘should not be down.’ Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake CNBC Investing Club Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.