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.

David Faber and Sara Eisen kicked off the first trading day of 2026 by exploring what to expect from stocks in the new year. In 2025, the major indices posted another year of double-digit gains. The anchors and Phil LeBeau discussed Tesla delivery numbers down 16% for Q4 and in negative territory for a second consecutive year.  Mega-tech stocks such as Nvidia, Alphabet, Apple and Amazon began 2026 in rally mode. Jefferies chief strategist David Zervos offered his market and economic outlook for the new year. Mike Santoli broke down market momentum heading into 2026. Also in focus: Williams-Sonoma, RH and Wayfair rally after President Trump delays tariff hikes on furniture and kitchen cabinets.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.

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.

David Faber and Sara Eisen wrapped with another year of double-digit gains for the stock market — and highlighted a number of names which more than doubled or tripled their returns in 2025. Lots to discuss on the AI front: What to expect from hyperscalers in the new year, news involving Nvidia and Taiwan Semiconductor — and why 2026 is a critical year for Apple. Former Federal Reserve vice chairman Alan Blinder joined the program to discuss what he's expecting from the Fed next year. Mike Santoli offered his perspective on this year's market trends. Also in focus: Warren Buffett's final day as Berkshire Hathaway CEO, Nike CEO Elliott Hill buys $1 million worth of company shares.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.

Sara Eisen and David Faber began the hour with a look at some defining economic charts of the year before breaking down the bull case for stocks with one longtime market veteran. Plus: Meta making a deeper push into AI agents with a new acquisition reportedly worth billions... hear key analysis from D.A. Davidson's Head of Internet Research - and the latest on Softbank fully funding its $40B commitment to OpenAI. Also in focus: Guggenheim's top retail picks for the new year - including some names you might not expect... Key details from fresh housing data just crossing... and a deep-dive on a new AI start-up hitting the restaurant scene. 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.