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IrelandAI's business model gets a closer look on CNBC Television
Steve Eisman's Anthropic interview tops a week that also brings Alphabet breakup arguments and a defense of Amazon.
CNBC Television
Story of Why this story? The channel's weekly summary: what went up this week, what is drawing views now, and where the channel stands among similar channels.
‘Big Short’ trader Steve Eisman: It's very clear Anthropic's revenue growth has slowed dramatically
Twenty-one uploads gave CNBC Television plenty of room to examine the AI trade, and the most-watched asked whether the businesses underneath it are as defensible as investors hope.
Steve Eisman's Squawk Box interview has drawn roughly 617,000 views. The host of The Real Eisman Playbook argues that Anthropic's revenue growth has slowed dramatically and questions whether it and OpenAI have durable competitive advantages. His most concrete test comes late in the interview: revenue divided by computing infrastructure expense, a ratio he uses to argue that efficiency is deteriorating. These are Eisman's assessments, with the panel pushing back on his dismissal of AI safety concerns.
The rest of the week gives that skepticism some useful company, rather than simply repeating it. D.A. Davidson's Gil Luria makes the case for separating Alphabet's search and cloud businesses. Evercore's Mark Mahaney keeps Amazon as his top pick despite the correction. Both appearances turn the broad AI spending debate into questions about individual companies.
Tom Lee and Steve Sosnick's Power Lunch discussion of the Nasdaq slide is the other substantial draw. Lee's suggestion that someone is being liquidated has attracted more than half a million views, and that interview is currently adding views slightly faster than Eisman's. Jim Cramer's market outlook is also among the channel's active uploads.
Across the channel, daily viewing is well above its usual level, although subscribers were unchanged over the week. Nearby business broadcasters had busy libraries too: Fox Business and Bloomberg Television each added more weekly views. CNBC Television's own week added nearly seven million, with the two extended market conversations doing much of the visible work.
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The videos drawing views on CNBC Television right now
Fundstrat’s Tom Lee: Today looks like someone’s getting liquidated528,882 views · 2026-10-30
Alphabet should split its search business from its cloud business, sa…136,383 views · 2026-10-29
Anthropic's cash rules tech peers: Here's what to know123,193 views · 2026-10-27
The AI correction, tech earnings and the rally118,724 views · 2026-10-27
Amazon remains my top pick despite the correction, says Evercore's Ma…108,574 views · 2026-10-30
Next week's tape could be more volatile and emotional, says Jim Cramer59,626 views
- Channel
- CNBC Television
- Subscribers
- 3,410,000
- Channel views, last 7 days
- 6,847,059
- Videos published this week
- 21
- Video published
- October 29, 2026
- Video views so far
- 616,671
- Views on its first day
- 270,928
The numbers
Here is how CNBC Television's week looks across views, subscribers and its most active uploads.
💡 Test your knowledge
Which CNBC program hosted Tom Lee and Steve Sosnick's discussion of the tech sell-off?
Lee and Sosnick appeared on Power Lunch to discuss the tech slide hitting the Nasdaq.