Squawk on the Street

9AM Hour - Nvidia's Record Quarter and the AI Trade, SpaceX IPO Filing, Walmart Slides On Guidance 5/21/26

41 min · 21. touko 2026
jakson 9AM Hour - Nvidia's Record Quarter and the AI Trade, SpaceX IPO Filing, Walmart Slides On Guidance 5/21/26 kansikuva

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Carl Quintanilla, Jim Cramer and David Faber explored market reaction to Nvidia's record Q1 results fueled by the AI boom. Hear what Nvidia CEO Jensen Huang told CNBC about the tech giant benefiting from hyperscalers. The anchors broke down what's in SpaceX's IPO filing: Elon Musk's company setting the stage for a historic public debut. Walmart shares down sharply on weaker-than-expected guidance — the retail behemoth citing the impact of high gasoline prices on customers. Toll Brothers Executive Chairman Doug Yearley joined the program at Post 9 to discuss the state of the housing market one day after the homebuilder's shares rallied on earnings. Also in focus: Intuit tumbles, the "Trump effect" on surging quantum computing stocks. Squawk on the Street Disclaime [https://urldefense.com/v3/__https:/www.cnbc.com/squawk-on-the-street-disclaimer/__;!!HqJSLGM!uCnRzL8sw0zDv24y-5sOIFUC0pgExA9JnNMmwWkZd5mUIQJQpFQRdlNhw1zMYFFYNdQOPGVM3L-r8djVB-JZ4_RPwpfewNor$]r Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com [https://pcm.adswizz.com] for information about our collection and use of personal data for advertising.

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jakson 11AM Hour - Nvidia CEO Jensen Huang, Early SpaceX Investor Peter Diamandis, CEO of Infleqtion Quantum 5/21/26 kansikuva

11AM Hour - Nvidia CEO Jensen Huang, Early SpaceX Investor Peter Diamandis, CEO of Infleqtion Quantum 5/21/26

A first on CNBC interview with Nvidia CEO Jensen Huang. How he’s thinking about everything from sales in China, the company’s $80B buyback, to the feasibility of data centers in space. Then, early SpaceX and xAI investor Peter Diamandis breaks down the bull case for SpaceX ahead of what is projected to be the largest IPO in history. And the U.S. government with plans to take stakes in several quantum companies, including Infleqtion, its CEO joins the show with the details.   Squawk on the Street Disclaime [https://urldefense.com/v3/__https:/www.cnbc.com/squawk-on-the-street-disclaimer/__;!!HqJSLGM!uCnRzL8sw0zDv24y-5sOIFUC0pgExA9JnNMmwWkZd5mUIQJQpFQRdlNhw1zMYFFYNdQOPGVM3L-r8djVB-JZ4_RPwpfewNor$]r Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com [https://pcm.adswizz.com] for information about our collection and use of personal data for advertising.

21. touko 202643 min
jakson 9AM Hour - Nvidia's Record Quarter and the AI Trade, SpaceX IPO Filing, Walmart Slides On Guidance 5/21/26 kansikuva

9AM Hour - Nvidia's Record Quarter and the AI Trade, SpaceX IPO Filing, Walmart Slides On Guidance 5/21/26

Carl Quintanilla, Jim Cramer and David Faber explored market reaction to Nvidia's record Q1 results fueled by the AI boom. Hear what Nvidia CEO Jensen Huang told CNBC about the tech giant benefiting from hyperscalers. The anchors broke down what's in SpaceX's IPO filing: Elon Musk's company setting the stage for a historic public debut. Walmart shares down sharply on weaker-than-expected guidance — the retail behemoth citing the impact of high gasoline prices on customers. Toll Brothers Executive Chairman Doug Yearley joined the program at Post 9 to discuss the state of the housing market one day after the homebuilder's shares rallied on earnings. Also in focus: Intuit tumbles, the "Trump effect" on surging quantum computing stocks. Squawk on the Street Disclaime [https://urldefense.com/v3/__https:/www.cnbc.com/squawk-on-the-street-disclaimer/__;!!HqJSLGM!uCnRzL8sw0zDv24y-5sOIFUC0pgExA9JnNMmwWkZd5mUIQJQpFQRdlNhw1zMYFFYNdQOPGVM3L-r8djVB-JZ4_RPwpfewNor$]r Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com [https://pcm.adswizz.com] for information about our collection and use of personal data for advertising.

21. touko 202641 min