Squawk Pod: SpaceX governance & an AI film at the Tribeca Film Festival - 05/27/26 | Audio Only

Watch on YouTube ↗  |  May 27, 2026 at 18:07  |  38:21  |  CNBC
Speakers
Joe Kernen — Co-Anchor, Squawk Box
Nell Minow — Chair, ValueEdge Advisors

Summary

The episode covers SpaceX's impending IPO and controversial fast-track index inclusion, with governance concerns from investor Nell Minow. It also discusses Micron and SK Hynix crossing $1 trillion market cap amid AI memory demand, BP chairman removal, Texas primary results, and the first AI-generated film at Tribeca.

  • SpaceX IPO and NASDAQ 100 fast-track inclusion discussed.
  • Nell Minow criticizes SpaceX governance and calls it a meme stock.
  • Micron (MU) and SK Hynix hit $1 trillion market cap.
  • UBS tripled Micron price target, sparking skepticism from Joe Kernen.
  • BP chairman removed over conduct allegations.
  • Ken Paxton defeats John Cornyn in Texas Senate primary.
  • First AI-generated film accepted at Tribeca Film Festival.
  • AI film production costs under $2,000, raising industry concerns.
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