Squawk on the Street

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Dell CEO Michael Dell joins exclusively to discuss the AI buildout and its impact on the business. Then, Wells Fargo CFO Mike Santomassimo joins with his first reaction to the bank's earnings. Plus, we break down UnitedHealth's latest results and discuss the progress of its turnaround plan.
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Big banks kick off earnings season, with results from JPMorgan, Goldman Sachs, Citigroup and Wells Fargo. UBS helps breaks down the numbers and reveals the firm's top picks. Plus, Apple hits an all-time high as it prepares to take on Amazon and Google with new smart home devices. And breaking details on Anthropic's financials ahead of the AI company's pre-IPO investor day tomorrow.
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Carl Quintanilla, Jim Cramer, and David Faber started the hour by breaking down the big bank results from JPMorgan, Wells Fargo, Citi, and Goldman Sachs. The desk also turned to Apple introducing its “Apple Home Collection” and its new lineup of smart home accessories. After the opening bells, the anchors also hit the nice pop for UNH shares following that company’s earnings beat.
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Former White House Policy Advisor Dr. Ezekiel Emanuel joins to discuss why he believes AI models should be in charge of health care in some cases. Then, early Facebook investor and producer of "The Social Reckoning" Roger McNamee joins to discuss the film's debut over the weekend. Plus, we preview what to expect from bank earnings this week.
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