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Squawk on the Street

@squawkstreet

CNBC's Squawk on the Street, 9a to 11a ET. Hosted by @CarlQuintanilla @SaraEisen @DavidFaber and @jimcramer

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linkhttp://sots.cnbc.com calendar_today19-01-2010 19:22:51

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"I think the Fed has to be careful not to indicate any kind of sense of urgency or panic." Former Dallas Fed Pres. Richard Fisher discusses the Fed's likely rate cut next month, and whether the presidential election will impact Chair Powell's move.

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Troubled spirits? In today's #MadDash, Jim Cramer pores over $STZ's weak wine and spirit trends - and whether it's something for investors to whine about.

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Elliott Investment's $LUV stake has reached new heights, now owning enough to call a shareholder meeting. Jim Cramer and Carl Quintanilla discuss, and why Jim Cramer sees value in Southwest, but thinks the time to be bullish on $BA is over. "You've got to unwind $BA."

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"Endorsing Kamala Harris is important for me and my family...knowing Kamala and having been around her, I understand she's qualified for this job." Stephen Curry discusses his recent cameo at the DNC and what issues matter to him this election cycle.

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"I know the market is ahead of the Fed." Trivariate's Adam Parker discusses yesterday's market sell off, the fed's upcoming possible rate cut, and $NVDA's turbulent past 24 hours.

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"All of this points to a labor market this is softening." Sara Eisen talks today's JOLTS report, which revealed a decline in July's job openings, and the greater trend of weaker economic reports.

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Democratic presidential nominee Kamala Harris has unveiled her capital gains tax plan: a 28% tax versus President Biden's initial 40% proposal. Jim Cramer and Carl Quintanilla discuss.

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$AI is under pressure - seeing its subscription revenue miss estimates. Is it the canary in the coalmine for AI valuations? Jim Cramer discusses what to glean from the results and what they say for $AVGO and $NVDA in today's #MadDash.

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"Momentum is very strong. We participate there with discipline with an eye on profitability." $HPE CEO Antonio Neri discusses new initiatives in the enterprise sector with Sara Eisen & Carl Quintanilla.

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.Carl Quintanilla: "What is the best pushback to assuage the fear that this is all a period of overinvestment [in AI]?" Antonio Neri: "This technology, is more revolutionary than just the internet, it changes everything." $HPE

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"There seems to be a series of tremendously bad bets being made by people who can't sit on their hands." Jim Cramer reacts to today's jobs report and what it means for market action with Carl Quintanilla.

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Big box retailer $COST is an undoubtable winner in today's #MadDash. "I love the fact that they continue to push the prices down for fresh food." says Jim Cramer.

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"There are some signs here that point to a still healthy labor market." August's job report revealed a drop in unemployment, but a cooling in hiring. Sara Eisen breaks down the numbers.

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Tonight's NFL premiere is exclusively on #Peacock. The NFL's Drew Rosenhaus discusses what the historic move means for the streaming platform and the NFL. "Tonight is a classic example for the future of the NFL."

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Would the economy get a bigger boost under a Harris or Trump presidency? Goldman Sachs Chief Economist Jan Hatzius joined us on set with his take. CNBC