An exclusive with the CEO of Google Cloud, Thomas Kurian, after Alphabet’s cloud unit saw an 82% jump in revenue growth. But the stock falling on some capex concerns. Then the CEO of IBM joins the show, a week after the company warned of weaker than expected results, that led the stock to see its worst day ever. He explains the outlook. And Tesla on pace for its worst day in more than a year, why spending concerns are also hitting that stock.<br><br>Squawk on the Street Disclaimer<br><br>Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

10AM Hour: Google Cloud CEO, IBM CEO, Tesla’s Worst Day in More Than a Year 7/23/26

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[SPEAKER_02] Good Thursday morning. Welcome to Squawk on the Street. I'm Sarah Eisen with Carl Quintanilla and Mike Santoli, live from Post 9, as always, of the New York Stock Exchange. David Faber's off today. Tech in focus as results from Google, IBM, Tesla, Texas Instruments. Get some clarity, also raise some questions about AI spending. We'll talk with analyst Ben Reitzes about all of it. Plus, a big first on CNBC interview with IBM CEO Arvind Krishna.

[SPEAKER_02] Just a few minutes as the stock comes off its worst day ever earlier this month after warning around these results last night. Also, Google Cloud CEO Thomas Kurian will join us for an exclusive interview following Alphabet's earnings that showed 82% growth in that all-important cloud unit.

10AM Hour: Google Cloud CEO, IBM CEO, Tesla’s Worst Day in More Than a Year 7/23/26

Read the full transcript

The candid version is on a podcast,
not the earnings call.

10AM Hour: Google Cloud CEO, IBM CEO, Tesla’s Worst Day in More Than a Year 7/23/26

Read the full transcript

The candid version is on a podcast, not the earnings call.

The candid version is on a podcast,
not the earnings call.