Broadcom Extends AI Sell-Off, Lululemon CEO to Step Down, Chipotle CEO Interview12/12/25

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.

What this episode covers

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

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This episode was published on December 12, 2025.

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