# Stocks Extend Record Run, Arm CEO "First on CNBC," Anthropic's 80-Fold Growth 5/7/26 Page: https://stenobird.com/podcast/squawk-on-the-street-731896/stocks-extend-record-run-arm-ceo-first-on-cnbc-anthropic-s-80-fold-growth-5-7-26 Text version: https://stenobird.com/podcast/squawk-on-the-street-731896/stocks-extend-record-run-arm-ceo-first-on-cnbc-anthropic-s-80-fold-growth-5-7-26.md Podcast: [Squawk on the Street](https://stenobird.com/podcast/squawk-on-the-street-731896) Published: 2026-05-07T14:54:17+00:00 Episode link: https://www.cnbc.com Audio file: https://dts.podtrac.com/redirect.mp3/cnbc.simplecastaudio.com/772daf2b-4aa5-445b-9969-6ecd181231b1/episodes/46d4c0ee-7d41-46cf-b8d9-47bbcf5b03fb/audio/128/default.mp3?aid=rss_feed&awCollectionId=772daf2b-4aa5-445b-9969-6ecd181231b1&awEpisodeId=46d4c0ee-7d41-46cf-b8d9-47bbcf5b03fb&feed=GcylmXl7 Processing state: not_requested JSON: https://stenobird.com/v1/public/podcasts/squawk-on-the-street-731896/episodes/stocks-extend-record-run-arm-ceo-first-on-cnbc-anthropic-s-80-fold-growth-5-7-26 Duration seconds: 2782 ## Resource Carl Quintanilla, Jim Cramer and David Faber drilled down on new record highs for the S&P 500 and Nasdaq — amid investor hopes for an Iran deal. AI in the spotlight: In a "First on CNBC" interview, Arm Holdings CEO Rene Haas spoke about the chip designer's better-than-expected results, which didn't stop the stock from falling sharply lower. The anchors discussed what Anthropic CEO Dario Amodei said about the AI startup trying to keep up with demand, after posting 80-fold growth in Q1. Also in focus: McDonald's beats on earnings despite a "challenging environment," Shake Shack tumbles, the Iran war effect on Whirlpool's stock, Datadog and Fortinet soar and spark a software rally, Elon Musk's take on the SpaceX-Anthropic deal. Squawk on the Street Disclaimer ## Actions - request_transcript: `POST https://stenobird.com/v1/public/podcasts/squawk-on-the-street-731896/episodes/stocks-extend-record-run-arm-ceo-first-on-cnbc-anthropic-s-80-fold-growth-5-7-26/transcription-requests` — Idempotently request low-priority transcript generation for this episode. - read_markdown: `GET https://stenobird.com/podcast/squawk-on-the-street-731896/stocks-extend-record-run-arm-ceo-first-on-cnbc-anthropic-s-80-fold-growth-5-7-26.md` — Read the agent-friendly Markdown representation of this episode resource. A page view does not enqueue transcription. Agents should invoke `request_transcript` explicitly when they need this episode processed. ## Transcript Full transcripts are not published on public pages unless there is a clear rights basis.