Broadcom Extends AI Sell-Off, Lululemon CEO to Step Down, Chipotle CEO Interview12/12/25
About this episode
On a day in which the Dow and Russell 2000 hit fresh all-time highs, Carl Quintanilla and Jim Cramer also drilled down on continued weakness in the AI trade. Broadcom shares take a hit despite better-than-expected quarterly results. A shake-up at Lululemon: Shares of the athleisure retailer rally on news Calvin McDonald is stepping down as CEO. Chipotle CEO Scott Boatwright joined the program at Post 9 after ringing the opening bell at the NYSE. Hear what he had to say about the restaurant chain and the state of the consumer.
Also in focus: Costco's beat, RH CEO Gary Friedman on tariffs and earnings, What OpenAI CEO Sam Altman told David Faber about Google Gemini AI.
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.
Get every episode summarized
Each time Squawk on the Street publishes, we email you a written briefing from the transcript — the topics, who appeared, and any specific claims, with the ad reads skipped.
Email me new episodesFree for 3 shows. No card needed.
Hosts & guests
No transcript yet
This episode has not been transcribed. Request it and it moves to the front of the queue.
More episodes
More from Squawk on the Street
11AM Hour: Perplexity CEO, Former Richmond Fed President on Jobs Number & Lulule...
Squawk on the Street
10AM Hour: A Tough Stretch for Lululemon, Goldman Sachs Chief Economist, Zscaler...
Squawk on the Street
9AM HOUR: Hassett on Jobs Report, Diesel Hits a Record High, Tesla Cybercab Laun...
Squawk on the Street
11AM Hour: NetApp CEO on Earnings, Garnering Support for Data Centers & CNBC Spe...
Squawk on the Street