Goldman Sachs Asset Management Co-Head of Private Credit James Reynolds joins with his outlook for the private credit space and where he's finding opportunity right now. Then, we speak to Randy Mastro, the lawyer representing a group of New York City homeowners suing over the rollout of Mayor Mamdani's pied-à-terre tax. Plus, we bring you the details of Intel's new $15 billion stock offering and Meta's new AI model. Squawk on the Street Disclaimer

SpaceX rallies back to its IPO price after Friday’s sharp rebound, one portfolio manager explains why the stock has become one of his largest bets. Plus, a top economist makes the case that the Federal Reserve won’t raise interest rates this year, even as inflation remains a key concern for investors. And we break down Berkshire Hathaway’s latest earnings, including CEO Greg Abel putting more of the company’s massive cash pile to work. Squawk on the Street Disclaimer

The opening hour of CNBC’s "Squawk on the Street" with Carl Quintanilla, Jim Cramer and David Faber is broadcast each weekday from the floor of the New York Stock Exchange, on site at the opening bell 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

The CEO of First Solar shares his reaction to President Trump's newly announced tariffs on a key component for solar panels. Then, the CEO of Columbia Sportswear discusses how their tariff refund is impacting the business. Plus, the CEO of Wheaton Precious Metals joins after the company posted a record quarter. Squawk on the Street Disclaimer

Goldman Sachs Chief Economist Jan Hatzius joins Squawk on the Street with his first reaction to the latest U.S. jobs report and what it means for the economy, interest rates, and the Federal Reserve. Plus, SentinelOne CEO Tomer Weingarten discusses the rise of rogue AI hacks and how companies are adapting to a new generation of security threats. And Flexport CEO Ryan Petersen breaks down the global trade implications after Iran proposed banning U.S. and Israeli ships from the Strait of Hormuz. Squawk on the Street Disclaimer

Carl Quintanilla and Scott Wapner discussed a July jobs report surprise: Non-farm payrolls fell unexpectedly by 23,000. J.P. Morgan Asset Management's David Kelly and Trivariate Research's Adam Parker offered their perspectives on the markets. Hear what President Trump told Punchbowl News about Fed Chairman Warsh and rate moves ahead of the midterm elections. Carl and Scott delved into Palantir and other tech stocks that have had a red-hot week. The anchors also explored a slew of high-flying earnings winners — including one stock soaring 60%. Also in focus: SpaceX extends its post-lock-up rebound; OpenAI set to launch a new product; What top bank executives told CNBC about the meltdown of hedge fund Situational Awareness. Squawk on the Street Disclaimer

The CEO of Unity Software joins to break down the company's latest earnings that are sending shares higher today. Then, Block CFO Amrita Ahuja joins on the heels of an earnings beat and raise. She also discusses the impact of AI-driven layoffs that affected roughly 40% of the staff earlier this year. Plus, CNBC's Alex Sherman brings us the highlights of his interview with basketball legend Shaquille O'Neal as Shaq launches his new show, "Dunkman." Squawk on the Street Disclaimer

Results from SanDisk and Western Digital weigh on memory stocks. Chime shares surge after stronger-than-expected results. The fintech company's CEO joins Squawk on the Street to discuss what's driving growth. Plus, Dutch Bros CEO Christine Barone weighs in after the coffee chain's stock tumbles despite an earnings beat, explaining the outlook for the business. And a leadership shakeup at Google raises fresh questions about the company's AI strategy. Former Google Brain researcher and Cohere founder Aidan Gomez joins the show to discuss what's next in the race for artificial intelligence. Squawk on the Street Disclaimer

One day after the Dow and S&P 500 hit all-time intraday highs mid-session, Carl Quintanilla and Jim Cramer discussed what JPMorgan Chase CEO Jamie Dimon told CNBC about what he thinks could result in market disruptions. The AI trade in the spotlight: Shares of Sandisk and Western Digital down sharply despite strong quarterly results. Also in focus: Spacex's lockup expiration and what's at stake for the sluggish stock; Travel stock winners; Why Salesforce shares are under pressure; Google's leadership shakeup; AppLovin plunges; Earnings winners and losers including Warner Bros. Discovery and Versant in the media space; President Trump reportedly has called Kevin Warsh repeatedly since Warsh became Fed chairman. Disclosure: Versant Media Group is the parent company of CNBC. Squawk on the Street Disclaimer

The CEOs of Mattel and Kraft Heinz join to break down their latest earnings and outlooks. Then, we discuss SpaceX's first earnings report as a public company with a top analyst who is maintaining a neutral rating on the stock. Plus, we bring you the details of OpenAI and Anthropic getting caught up in yet another cybersecurity issue. Squawk on the Street Disclaimer