Squawk on the Street

Squawk on the Street 2nd Hour 4/20/26

podcasts@cnbc.com (CNBC) — Mon, 20 Apr 2026 15:58:39 +0000

The second hour of CNBC’s "Squawk on the Street" with Carl Quintanilla and Sara Eisen is broadcast each weekday from the floor of the New York Stock Exchange, with the up-to-the-minute news investors need to know and interviews with the most influential CEOs and greatest market minds.

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CNBC Investing Club: Cramer’s Morning Take on Starbucks 4/20/26

podcasts@cnbc.com (CNBC) — Mon, 20 Apr 2026 15:15:39 +0000

The Club is trimming this food and beverage chain after strong YTD performance. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market’s biggest headlines, analyst calls and holdings in the Charitable Trust – and see up close how they decide when, and if, to take action on stocks. Sign up here: cnbc.com/morningtake

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April Rally for Stocks, Oil Jumps on U.S.-Iran Tensions, M&A Monday: Lilly's Cancer Drug Deal 4/20/26

podcasts@cnbc.com (CNBC) — Mon, 20 Apr 2026 14:42:30 +0000

Carl Quintanilla, Jim Cramer and David Faber drilled down on what to make of this month's big market rally after stocks hit record highs last week. Oil prices back on the rise after last week's double-digit decline, as the U.S.-Iran standoff over the Strait of Hormuz intensifies. M&A in the spotlight: Eli Lilly has agreed to buy cancer drug maker Kelonia Therapeutics for up to $7 billion, American Airlines rejects merger talks with United Airlines, QXO agrees to buy TopBuild in a $17 billion deal to create a building products giant. Also in focus: Google reportedly in talks with Marvell to build AI chips, software stocks' big rebound, the Meta layoffs picture, why Avis shares have soared more than 380% in a month.

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SOTS 2nd Hour: Stocks Rally on Strait of Hormuz Reopening, Exclusive: KeyCorp CEO, Anthropic’s White House Meeting 4/17/26

podcasts@cnbc.com (CNBC) — Fri, 17 Apr 2026 15:34:19 +0000

Stocks surge on the back on Iran saying it will let ships pass through the Strait of Hormuz during the Israel/Lebanon ceasefire. Then an earnings exclusive with the CEO of KeyCorp. Plus, his thoughts on how the Iran war is impacting the consumer. Then the CEO of Anthropic reportedly heading to the White House, aiming to diffuse the company’s fight with the Pentagon. The latest from Washington.

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CNBC Investing Club: Cramer’s Morning Take on Home Depot 4/17/26

podcasts@cnbc.com (CNBC) — Fri, 17 Apr 2026 15:20:21 +0000

Cramer says this home improvement retailer could pop if oil prices fall further. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market’s biggest headlines, analyst calls and holdings in the Charitable Trust – and see up close how they decide when, and if, to take action on stocks. Sign up here: cnbc.com/morningtake

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Squawk on the Street 4/17/26

podcasts@cnbc.com (CNBC) — Fri, 17 Apr 2026 15:12:46 +0000

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SOTS 2nd Hour: Tech Trade Latest, & Pepsico, Citizens Financial CEOs 4/16/26

podcasts@cnbc.com (CNBC) — Thu, 16 Apr 2026 16:26:14 +0000

This hour:

David Faber and Sara Eisen broke down a return of the tech trade (software, semiconductor, and quantum stocks leading the charge) with Citi's Head of U.S. equity strategy, before checking in with the CEOs of 2 earnings names - Pepsico & regional bank Citizens Financial. Plus: details on a new model out of Anthropic, what's sending quantum stocks surging, and a look at the IEA's jet fuel warning that could derail summer vacation plans for some.

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Squawk on the Street 4/16/26

podcasts@cnbc.com (CNBC) — Thu, 16 Apr 2026 16:13:46 +0000

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SOTS 2nd Hour: Bank of America CEO on Earnings, Apollo CEO and Treasury Sec. Bessent on Private Credit, Overinvestment in Data Centers? 4/15/26

podcasts@cnbc.com (CNBC) — Wed, 15 Apr 2026 16:00:45 +0000

Bank of American CEO Brian Moynihan joins CNBC for his first interview after reporting results. Then, during the CNBC Invest in America Forum, Apollo CEO Marc Rowan and Treasury Secretary Bessent weigh in on concerns about private credit and whether they think there are systemic risks. Plus, IBM Vice Chair Gary Stern and Michael Dell with a warning about overinvestment in data centers.

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CNBC Investing Club: Cramer’s Morning Take on Broadcom 4/15/26

podcasts@cnbc.com (CNBC) — Wed, 15 Apr 2026 15:37:46 +0000

Cramer explains why the Club is taking profits in this chip stock. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market’s biggest headlines, analyst calls and holdings in the Charitable Trust – and see up close how they decide when, and if, to take action on stocks. Sign up here: cnbc.com/morningtake

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Squawk on the Street 4/15/26

podcasts@cnbc.com (CNBC) — Wed, 15 Apr 2026 14:51:52 +0000

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CNBC Investing Club: Cramer’s Morning Take on Amazon 4/14/26

podcasts@cnbc.com (CNBC) — Tue, 14 Apr 2026 15:15:52 +0000

Cramer says the Club would love to trim its holding in this tech giant. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market’s biggest headlines, analyst calls and holdings in the Charitable Trust – and see up close how they decide when, and if, to take action on stocks. Sign up here: cnbc.com/morningtake

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SOTS 2nd Hour: FCC Chairman Carr, NEC Director Hassett, & Big Banks Breakdown 4/14/26

podcasts@cnbc.com (CNBC) — Tue, 14 Apr 2026 15:13:11 +0000

Today: David Faber, Michael Santoli, and Sara Eisen - live from Versant's D.C. Bureau - kicked off the show with a deep-dive on the IMF's downgrade of global GDP estimates before Evercore ISI's Vice Chairman weighed in, and the team discussed a deluge of new numbers out of the big banks.

Plus: 2 big interviews you don't want to miss with Sara in the nation's capital... FCC Chairman Brendan Carr in addition to NEC Director Kevin Hassett. Hear a read on where regulation could be headed in wide-ranging interviews with both policymakers.

Elsewhere in the hour: the CEO of IONQ joined the team with a fresh read on the state of play for quantum - as shares surge on a new Department of Defense contract.

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Squawk on the Street 4/14/26

podcasts@cnbc.com (CNBC) — Tue, 14 Apr 2026 15:06:11 +0000

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CNBC Investing Club: Cramer’s Morning Take on Corning 4/13/26

podcasts@cnbc.com (CNBC) — Mon, 13 Apr 2026 15:19:10 +0000

Cramer is reluctant to sell this materials company as it could keep rising. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market’s biggest headlines, analyst calls and holdings in the Charitable Trust – and see up close how they decide when, and if, to take action on stocks. Sign up here: cnbc.com/morningtake

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SOTS 2nd Hour: Strait Talk w/Fmr. Defense Sec. Esper, Citi Wealth CIO, & Goldman Earnings Takeaways 4/13/26

podcasts@cnbc.com (CNBC) — Mon, 13 Apr 2026 15:16:20 +0000

The U.S. set to begin blockading Iran's ports this hour after ceasefire talks failed to yield a breakthrough:

Carl Quintanilla, Sara Eisen, and David Faber got the latest out of Washington in addition to new housing data - before diving into the investor implications with Citi Wealth's CIO, and Former Defense Secretary Mark Esper. Plus: a fresh read on how surging energy prices are impacting the consumer - with Sunoco Chairman and luxury mall operator Ray Washburne.

Elsewhere this hour: what's pressuring Goldman Sachs shares in the early trade as they kick off a huge week of quarterly reports... and an impassioned interview with the Executive Chairman of Replimune - whose shares are plunging after FDA denial of a key treatment.

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Squawk on the Street 4/13/26

podcasts@cnbc.com (CNBC) — Mon, 13 Apr 2026 15:08:33 +0000

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SOTS 2nd Hour: Goldman's Chief U.S. Economist Talks Stocks, Software's Hard Fall, & Financials To Bank On 4/10/26

podcasts@cnbc.com (CNBC) — Fri, 10 Apr 2026 15:59:58 +0000

This hour: how to navigate the morning's biggest market moving headlines - including the latest out of Iran, new consumer data on inflation and sentiment, and the renewed AI concerns hitting software stocks. David Faber, Carl Quintanilla, and Seema Mody broke down the action with market veterans including hedge funder Dan Greenhaus, Goldman's Chief U.S. Economist, and more.

Elsewhere in the hour: the bank stocks to bet on ahead of earnings next week, details on the President's promotion of one defense name, and a deep-dive on what's driving Coreweave shares higher in the early trade.

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CNBC Investing Club: Cramer’s Morning Take on Broadcom 4/10/26

podcasts@cnbc.com (CNBC) — Fri, 10 Apr 2026 15:13:00 +0000

Cramer says the Club will take profits in this chip giant after a good run. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market’s biggest headlines, analyst calls and holdings in the Charitable Trust – and see up close how they decide when, and if, to take action on stocks. Sign up here: cnbc.com/morningtake

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War Impact on Inflation, Bessent and Powell Meeting With Bank CEOs About AI Risks, CoreWeave CEO "First on CNBC" 4/10/26

podcasts@cnbc.com (CNBC) — Fri, 10 Apr 2026 14:49:52 +0000

Carl Quintanilla, Jim Cramer and David Faber led off the show with the first CPI report reflecting the spike in oil and gasoline prices due to the Iran war: Consumer inflation rose in March by 3.3% year-on-year, the biggest increase in two years. On the AI front: CNBC confirmed that Treasury Secretary Scott Bessent and Fed Chair Jerome Powell convened a meeting with bank CEOs earlier this week, to discuss cyber risks raised by Anthropic's new Mythos AI Model. CoreWeave CEO Mike Intrator joined the program to talk about the company's latest AI deals: One with Anthropic, the other with Meta. Also in focus: A week to forget for software stocks, Taiwan Semi's revenue surge, Intel extends rally on Melius' price target hike, Nike downgraded.

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SOTS 2nd Hour: Iran Latest & Energy Implications, Moody's Chief Economist, & More Private Credit Concerns 4/9/26

podcasts@cnbc.com (CNBC) — Thu, 9 Apr 2026 15:39:12 +0000

David Faber, Carl Quintanilla, and Leslie Picker kicked off the hour with new data - before getting into the latest on Iran, what it all means for the energy patch, and what could come next in Hormuz - according to the CEO of one global cargo company with ships in the Middle East. Plus: Bank of America's Head of US Equity Strategy joined the broadcast with her volatility playbook, before the team checked in with Moody's Chief Economist about the macro (fresh off a new 'vibe-coded' recession indicator that's flashing warning signs).

Elsewhere in the hour: details on Meta's new deal with Coreweave, what's hitting private credit stocks alongside software, and the key takeaways from Amazon CEO Andy Jassy's annual letter to shareholders.

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CNBC Investing Club: Cramer’s Morning Take on Johnson & Johnson 4/9/26

podcasts@cnbc.com (CNBC) — Thu, 9 Apr 2026 15:39:09 +0000

Cramer explains why the Club made a portfolio swap with these two pharma giants. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market’s biggest headlines, analyst calls and holdings in the Charitable Trust – and see up close how they decide when, and if, to take action on stocks. Sign up here: cnbc.com/morningtake

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"Ceasefire Rally" and Beyond, Meta-CoreWeave $21B AI Deal, McCormick CEO "First on CNBC" 4/9/26

podcasts@cnbc.com (CNBC) — Thu, 9 Apr 2026 14:43:18 +0000

arl Quintanilla, Jim Cramer and David Faber discussed market reaction to the latest developments regarding the U.S.-Iran two-week ceasefire, one day after stocks' huge rally and the plunge in crude oil prices. Shares of CoreWeave rose on its expanded AI infrastructure agreement with Meta — the deal valued at $21 billion. McCormick CEO Brendan Foley joined the anchors at Post 9 for his first TV interview since the company announced its deal to combine with Unilever's foods business. Also in focus: Amazon CEO Andy Jassy's letter to shareholders, OpenAI vs. Anthropic in the AI cybersecurity wars, Alphabet in the green and outperforming the rest of the Magnificent 7 this year, the stock that has soared more than 170% in less than a month.

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Squawk on the Street 2nd Hour 4/8/26

podcasts@cnbc.com (CNBC) — Wed, 8 Apr 2026 16:04:55 +0000

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CNBC Investing Club: Cramer’s Morning Take on Chevron 4/8/26

podcasts@cnbc.com (CNBC) — Wed, 8 Apr 2026 15:30:58 +0000

Cramer tells the Club this energy stock is the one to buy. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market’s biggest headlines, analyst calls and holdings in the Charitable Trust – and see up close how they decide when, and if, to take action on stocks. Sign up here: cnbc.com/morningtake

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Relief Rally: Stocks Surge and Oil Prices Plunge on U.S.-Iran 2-Week Ceasefire 4/8/26

podcasts@cnbc.com (CNBC) — Wed, 8 Apr 2026 14:52:05 +0000

War and the markets: Carl Quintanilla, Jim Cramer and David Faber covered all of the bases on a day in which stocks surged and crude oil prices plunged by the most since the COVID-19 pandemic — after President Trump announced a two-week ceasefire with Iran, subject to the immediate reopening of the Strait of Hormuz. Hear what the anchors said about the stocks flying high on that news — and the equities that are taking a big hit. Also in focus: Anthropic launches its "Project Glasswing" cybersecurity initiative, Alphabet tops Apple in market cap, Delta's better-than-expected quarterly results despite rising fuel prices.

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SOTS 2nd Hour: Iran Deadline Nears, Gaming Out AI's Labor Impact, & LIVE: Robinhood CEO 4/7/26

podcasts@cnbc.com (CNBC) — Tue, 7 Apr 2026 15:15:29 +0000

Today: Sara Eisen, Carl Quintanilla, and David Faber kicked off the hour with the latest on Iran ahead of President Trump's 8 PM Eastern deadline to reopen the Strait of Hormuz - or "a whole civilization will die tonight”. Rockefeller's Ruchir Sharma weighed in on the action, and why he says investors are underpricing risks tied to the current oil shock - while Former Israel Ambassador to the U.S. Michael Oren gave his take on the geopolitical fallout. Plus: details on some of the day's biggest moves - from Universal Music's potential new owner to a fresh filing boosting Paramount shares.

Elsewhere in the hour: the CEO of Robinhood joined the team to discuss his company's efforts tied to childhood "Trump Accounts"... and the anchors discussed new data from the street around AI's labor impact - or lack thereof.

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CNBC Investing Club: Cramer’s Morning Take on Broadcom 4/7/26

podcasts@cnbc.com (CNBC) — Tue, 7 Apr 2026 15:14:10 +0000

: Cramer tells investors the last thing they want to do is sell this semiconductor giant. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market’s biggest headlines, analyst calls and holdings in the Charitable Trust – and see up close how they decide when, and if, to take action on stocks. Sign up here: cnbc.com/morningtake

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Trump Iran Deadline Watch, Anthropic/Broadcom/Google Deals, Health Insurers Rally 4/7/26

podcasts@cnbc.com (CNBC) — Tue, 7 Apr 2026 14:39:40 +0000

Carl Quintanilla, Jim Cramer and David Faber explored what to make of the moves in stocks, oil prices and bonds — ahead of President Trump's Tuesday 8pm Eastern time deadline for Iran to strike a peace deal. On the AI front: Anthropic says its revenue run rate surpassed $30 billion, while Broadcom shares jumped on new AI chip-related deals with Google and Anthropic. The anchors reacted to shares of UnitedHealth, Humana and other health insurers rallying after the Trump Administration announced a larger-than-expected Medicare Advantage payment rate for 2027. Also in focus: Jim's take on Apple shares under pressure, SpaceX IPO plans, Bill Ackman's Pershing Square offers to buy Universal Music Group, what's boosting Paramount's stock.

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CNBC Investing Club: Cramer’s Morning Take on Capital One 4/6/26

podcasts@cnbc.com (CNBC) — Mon, 6 Apr 2026 15:36:31 +0000

Cramer says this big bank could see ‘dramatic moves’ after recent corporate changes. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market’s biggest headlines, analyst calls and holdings in the Charitable Trust – and see up close how they decide when, and if, to take action on stocks. Sign up here: cnbc.com/morningtake

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SOTS 2nd Hour: Fmr. Defense Sec. Talks Iran, Wall Street's Week Ahead, & LIVE: CBOE CEO 4/6/26

podcasts@cnbc.com (CNBC) — Mon, 6 Apr 2026 15:20:56 +0000

Today: Sara Eisen, Carl Quintanilla, and David Faber kicked off the hour with fresh data, news on the President's "Trump Accounts" efforts, and a look at a make-or-break week ahead before getting HSBC's take on what it all means for stocks. Plus: the President threatening Iran's energy and civilian infrastructure as reports swirl around a potential ceasefire framework... Former Defense Secretary Mark Esper weighed in - and the team also took a look at what higher-for-longer gas prices could mean for an already battered airline industry.

Elsewhere in the hour: The CEO of CBOE joined the team to talk about the growing popularity of options among retail traders, and later on... The team caught up with one congressman issuing a warning to Anthropic around AI's national security risks.

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New Market Week, Trump's Ultimatum, Dimon's Letter to Shareholders 4/6/26

podcasts@cnbc.com (CNBC) — Mon, 6 Apr 2026 14:27:29 +0000

With stocks snapping a five-week losing streak, Carl Quintanilla, Jim Cramer and David Faber discussed Iran war developments that sent oil prices lower and stocks higher — including hopes that a reported 45-day ceasefire proposal could gain traction. In the mix: President Trump's profanity-laced ultimatum to Iran in a social media post. The anchors also reacted to JPMorgan Chase CEO Jamie Dimon's annual letter to shareholders, which featured his takes on AI risks, inflation, private credit and other issues. Also in focus:

Netflix upgraded, OpenAI vs. Anthropic as they push to go public, "Jobs Thursday" recap.

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SOTS 2nd Hour: Stocks Reverse Steep Losses on Iran Headlines. Does China Have an Edge over U.S.? Private Credit Fears Persist 4/2/26

podcasts@cnbc.com (CNBC) — Thu, 2 Apr 2026 15:19:41 +0000

Stocks rally on new reports that Iran is drafting a protocol with Iran to oversee the Strait of Hormuz. Then has President Trump given China a leg up ahead of the countries meeting in May? Stephen Roach, the former Chair of Morgan Stanley Asia makes the case. And fears in the private credit market drag on, with Blue Owl limiting redemptions from several funds.

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CNBC Investing Club: Cramer’s Morning Take on Chevron 4/2/26

podcasts@cnbc.com (CNBC) — Thu, 2 Apr 2026 15:17:56 +0000

Cramer says his instinct is to buy this energy stock after a recent selloff. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market’s biggest headlines, analyst calls and holdings in the Charitable Trust – and see up close how they decide when, and if, to take action on stocks. Sign up here: cnbc.com/morningtake

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Trump Iran War Speech Sends Stocks Tumbling and Oil Prices Surging, Tesla Deliveries Miss, Blue Owl Redemptions 4/2/26

podcasts@cnbc.com (CNBC) — Thu, 2 Apr 2026 14:35:32 +0000

On the final day of a holiday-shortened trading week, Carl Quintanilla, Jim Cramer and David Faber discussed stocks tumbling and crude oil prices surging in reaction to President Trump's primetime address about the Iran war. The anchors also reacted to Tesla's Q1 deliveries missing analyst forecasts. Private credit pain: Shares of Blue Owl and other alternative asset managers extended this year's steep losses, after the company said it would limit withdrawals from two of its funds. Also in focus: Elon Musk's SpaceX files for a massive IPO, AI and the backlash against data center, semiconductors rally and travel stocks slide, gasoline and diesel prices keep spiking and adding more pain at the pump.

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SOTS 2nd Hour: What's Next In Iran, ADP Jobs/Retail Sales Takeaways, & Nike's Next Shoe To Drop 4/1/26

podcasts@cnbc.com (CNBC) — Wed, 1 Apr 2026 15:34:28 +0000

Strong data - alongside growing hopes an end to the Iran war is in sight - boosting stocks...

Sara Eisen, David Faber, and Carl Quintanilla began the hour with fresh analysis of this morning's ADP Jobs & Retail Sales reports before getting predictions on what's next for stocks with longtime market veteran Jeremy Siegel - along with more on what's next in the war with Council on Foreign Relations President Michael Froman. Plus: Microsoft shares closing out their worst quarter since 2008... Is there more pain to come? Hear from one tech investor who says yes.

Elsewhere in the hour: Nike shares slumping post-results; Sara brought fresh reporting on the name and broke down the numbers with an analyst... And can't miss details on some of the day's biggest movers: from Intel to Restoration Hardware to Hasbro.

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CNBC Investing Club: Cramer’s Morning Take on Nike 4/1/26

podcasts@cnbc.com (CNBC) — Wed, 1 Apr 2026 15:15:26 +0000

Cramer says the Club will have to sell this apparel stock if another quarter disappoints. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market’s biggest headlines, analyst calls and holdings in the Charitable Trust – and see up close how they decide when, and if, to take action on stocks. Sign up here: cnbc.com/morningtake

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Q2 Playbook, Stocks Extend Big Rally, Nike Tumbles 4/1/26

podcasts@cnbc.com (CNBC) — Wed, 1 Apr 2026 14:41:10 +0000

With the Dow and S&P 500 coming off their worst quarter since 2022, Carl Quintanilla, Jim Cramer and David discussed what investors can expect in Q2 — especially after stocks extended Tuesday's big rally on hopes the Iran war will end soon. The anchors reacted to President Trump's Truth Social post in which he said Iran's "New Regime President" has asked for a ceasefire. Nike shares tumbled after the company issued weak guidance — especially on sales in China — overshadowing a Q3 beat. Hear what Jim said about Nike CEO Elliott Hill and the company's turnaround plan. Also in focus: Intel to buy back Apollo's stake in an Ireland chip factory for $14.2 billion, Oracle slashes jobs, RH plummets, Disney upgraded, "Magnificent 7" outlook after a rough Q1.

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CNBC Investing Club: Cramer’s Morning Take on Home Depot 3/31/26

podcasts@cnbc.com (CNBC) — Tue, 31 Mar 2026 15:37:17 +0000

Cramer tells investors to buy these homebuilder stocks if inflation subsides. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market’s biggest headlines, analyst calls and holdings in the Charitable Trust – and see up close how they decide when, and if, to take action on stocks. Sign up here: cnbc.com/morningtake

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SOTS 2nd Hour: Navigating Q2, Today's Deals To Watch, & LIVE: Hershey CEO 3/31/26

podcasts@cnbc.com (CNBC) — Tue, 31 Mar 2026 15:14:00 +0000

Today: Stocks rallying in the early trade after a rough Q1...

Sara Eisen, David Faber, and Carl Quintanilla kicked off the hour with fresh consumer data and color - as gas prices in the U.S. cross $4/gallon. Longtime market veteran Ed Yardeni weighed in on what it means for equities, while the team got specific Q2 picks from Trivariate's Adam Parker.

Elsewhere in the hour: the CEO of Hershey joined the team at Post 9 in a wide-ranging exclusive, spanning the company's new strategy, reiterated guide, and yes... Even the viral KitKat heist. Plus: details on a new multi-billion dollar tie-up in the grocery aisle, and Nvidia's new investment into Marvell.

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Bears Rule Q1, Buffett's Market Message, Exclusive With Nvidia and Marvell CEOs 3/31/26

podcasts@cnbc.com (CNBC) — Tue, 31 Mar 2026 14:37:28 +0000

Carl Quintanilla, Jim Cramer and David Faber discussed stocks in rally mode on the final trading day of March and Q1. The Dow, S&P 500 and Nasdaq on track to snap 3-quarter win streaks.

The anchors reacted to what legendary investor and Berkshire Hathaway Chairman Warren Buffett told Becky Quick about this market environment. Nvidia CEO Jensen Huang and Marvell Technology CEO Matt Murphy joined the program to discuss their companies' AI partnership — including Nvidia's $2 billion investment in Marvell. Hear Huang talk about what the markets don't get about Nvidia. Also in focus: Unilever to combine its foods business with McCormick, the biotech deal that sent one stock soaring more than 130%, Cramer's take on mega-tech.

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SOTS 2nd Hour: Fed Gov. Miran, Fed Chair Powell - LIVE 3/30/26

podcasts@cnbc.com (CNBC) — Mon, 30 Mar 2026 15:35:31 +0000

A blockbuster show featuring interviews with 2 of the market's biggest leaders: Fed Governor Stephen Miran, live at Post 9 alongside Sara Eisen, Carl Quintanilla, and David Faber - and Fed Chair Jerome Powell, speaking in Cambridge before Harvard students. Hear both men discuss the impact of rising energy prices, Fed independence, and where rates could be headed in 2 deep-dives you don't want to miss.

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CNBC Investing Club: Cramer’s Morning Take on Cisco 3/30/26

podcasts@cnbc.com (CNBC) — Mon, 30 Mar 2026 15:04:39 +0000

The Club says it has taken profits in this legacy tech giant after rising costs. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market’s biggest headlines, analyst calls and holdings in the Charitable Trust – and see up close how they decide when, and if, to take action on stocks. Sign up here: cnbc.com/morningtake

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Stocks and Oil Rise, Not So "Magnificent 7," Sysco Tumbles on $29B Deal 3/30/26

podcasts@cnbc.com (CNBC) — Mon, 30 Mar 2026 14:56:12 +0000

With the Dow and S&P 500 in the midst of five-week losing streaks, Carl Quintanilla, Jim Cramer and David Faber explored why both stocks and oil prices kicked off the holiday-shortened week with gains. The anchors reacted to President Trump's Truth Social post which included optimism and threats when comes to talks with Iran aimed at ending the war. The Magnificent 7's rough 2026 also in in the spotlight:

Meta and Microsoft in the bears' grip, Goldman Sachs' note on Nvidia, Melius' case for Apple. Also in focus: Anthropic and the demise of its Sora video app, Sysco shares tumble on the food services company's deal to acquire catering supplier Jetro Restaurant Depot for $29 billion in cash, stock and debt.

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SOTS 2nd Hour: Navigating $110 Crude, The Case for EV Stocks, & DHS Developments 3/27/26

podcasts@cnbc.com (CNBC) — Fri, 27 Mar 2026 15:18:12 +0000

S&P coming off its worst day since January - and the Nasdaq sliding into correction territory...

Sara Eisen and Michael Santoli discussed the latest moves with market veteran Rebecca Patterson - before breaking down Brent Crude's pop above $110 a barrel with Bank of America's Head of Commodities. Elsewhere in the hour - former Tesla President and current GM Board Member Jon McNeill gave his take on how all the global chaos is making EVs look a lot more attractive for consumers... and the team got the latest out of Washington on the DHS shutdown, as long airport wait times continue to wreak havoc for travelers.

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Nasdaq Correction, Oil Prices Jump Again, Anthropic's Early Legal Victory 3/27/26

podcasts@cnbc.com (CNBC) — Fri, 27 Mar 2026 14:47:22 +0000

Jim Cramer and Sara Eisen delved into stocks under pressure after Thursday's sell-off, while crude oil prices continue to surge despite President Trump extending his deadline for Tehran to reopen the Strait of Hormuz. The anchors discussed the Nasdaq's fall into correction territory, along with four S&P sectors down more than 10% from their year highs. Anthropic also in the spotlight: A federal judge temporarily blocks the Pentagon's designation of the AI firm as a "supply-chain risk" — and the company is reportedly considering an IPO as soon as October. Also in focus: Netflix hikes prices, Meta weakness, private credit woes, the Senate passes a bill to fund most of the Department of Homeland Security, what to make of the red-hot "Chem 7" rally.

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SOTS 2nd Hour: Iran Latest w/Trump's Former NSA Director, the Volatility Playbook, & LIVE: President Trump's Cabinet Meeting 3/26/26

podcasts@cnbc.com (CNBC) — Thu, 26 Mar 2026 15:39:47 +0000

President Trump warning Iranian negotiators to "get serious soon, before it is too late" - as Iranian officials tell Reuters that U.S. proposals lack the minimum requirements for success...

Sara Eisen and Michael Santoli broke down the latest headlines on the war this hour and what it means for stocks with market veteran Dan Greenhaus, before former Trump National Security Advisor H.R. McMaster joined the team with more on how the conflict could play out. Plus: hear from the President himself - live from a cabinet meeting of top officials including Vice President Vance, Defense Secretary Hegseth, & Treasury Secretary Bessent that kicked off this hour.

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CNBC Investing Club: Cramer’s Morning Take on Chevron 3/26/26

podcasts@cnbc.com (CNBC) — Thu, 26 Mar 2026 15:23:16 +0000

Cramer says this undervalued stock is a leading indicator for oil futures. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market’s biggest headlines, analyst calls and holdings in the Charitable Trust – and see up close how they decide when, and if, to take action on stocks. Sign up here: cnbc.com/morningtake

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Iran War Effect on Markets, March Misery for Meta, Cramer: Wall Street in "Denial" 3/26/26

podcasts@cnbc.com (CNBC) — Thu, 26 Mar 2026 14:52:38 +0000

Jim Cramer and Sara Eisen discussed the impact Iran war developments are having on the markets, as stocks try to overcome higher crude oil prices. The anchors also discussed what has been a rough March for Meta: It's the worst performing Magnificent 7 stock month-to-date — and the tech giant suffered legal defeats in landmark cases involving child safety. Hear what Cramer said about Wall Street being in denial when it comes to this market environment. Also in focus: Shares of Micron and its memory chip rivals extend losses, private credit problems hit Jefferies' earnings, Qualcomm downgraded, market bright spots, stocks Jim says you should avoid.

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SOTS 2nd Hour: Iran Investor Headlines, Goldman's Credit Expert, & A Sora Subject? 3/25/26

podcasts@cnbc.com (CNBC) — Wed, 25 Mar 2026 15:26:16 +0000

Another morning of rapid developments in Iran:

Sara Eisen and Michael Santoli discussed what investors need to know, along with market implications for stocks, commodities and even mortgage rates. Is the easing of tensions in the Middle East for real? Former Israel Ambassador to the U.S. Michael Oren gave his take on the reported peace plans - and if Israel would be on board. Plus: Goldman credit expert Jonny Fine joined the team with a read on private credit concerns - and why they haven't had a contagion effect just yet.

Elsewhere this hour: details on why OpenAI is ditching its Sora video app, what's sending shares of $ARM surging, and how the Trump Administration should be regulating prediction markets - with one expert arguing too many rules could stifle "the societal benefits that come from speculation".

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Markets and Iran Peace Hopes, What OpenAI's CFO Told Cramer, Micron's Post-Earnings Skid 3/25/26

podcasts@cnbc.com (CNBC) — Wed, 25 Mar 2026 14:46:04 +0000

Jim Cramer and Scott Wapner explored stocks rising and crude oil prices falling on a report stating Iran has received a 15-point plan from the U.S. to end the war. An Iranian state news agency said Tehran has rejected a ceasefire. The anchors discussed Jim's "Mad Money" interview with OpenAI CFO Sara Friar: She told Cramer the company has raised additional money to bring its funding round past $120 billion — and explained why the AI startup is shutting down its Sora video app. Also in focus: Memory chip stocks under pressure as Micron shares extend their post-earnings losing streak, JPMorgan Chase CEO Jamie Dimon on AI and jobs, Arm Holdings soars on plans to build its own chips, mega-tech playbook, Robinhood jumps on stock buyback plan.

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CNBC Investing Club: Cramer’s Morning Take on CrowdStrike 3/24/26

podcasts@cnbc.com (CNBC) — Tue, 24 Mar 2026 15:56:07 +0000

Cramer says he’s tempted to buy this software giant despite its weak performance. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market’s biggest headlines, analyst calls and holdings in the Charitable Trust – and see up close how they decide when, and if, to take action on stocks. Sign up here: cnbc.com/morningtake

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SOTS 2nd Hour: Moody's Chief Economist, United CEO, & More Private Credit Concerns 3/24/26

podcasts@cnbc.com (CNBC) — Tue, 24 Mar 2026 15:30:26 +0000

Fresh data on labor costs and productivity, more Iran headlines, and private credit concerns dominating the early action: David Faber and Sara Eisen kicked off the hour with the latest - and broke down the global picture with Former UK Treasury Minister & once Goldman Sachs Asset management Chairman Jim O'Neill - before diving into growing recession concerns out of Moody's with their Chief Economist. Plus: hear from the CEO of United, live from their media day in a wide-ranging interview spanning consumer trends to where he thinks prices are headed.

Also in focus: exclusive reporting from Faber around Ares and Apollo's decision to limit withdrawals from some private credit funds, along with his read on headlines Jefferies could be looking to sell.

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Stocks After the "Trump Rally," Oil Rebounds, Private Credit: Apollo and Ares Curb Redemptions 3/24/26

podcasts@cnbc.com (CNBC) — Tue, 24 Mar 2026 14:39:49 +0000

Jim Cramer and David Faber discussed stocks falling and crude oil prices rebounding — one day after President Trump's comments on Iran sparked the biggest daily gain for the major indices since early February. Another rough day for shares of alternative asset managers: Apollo Global Management and Ares Management became the latest firms to limit private credit fund withdrawals. Also in focus: OpenAI on Microsoft, sources tell David that Jefferies is not interested in selling itself, Chevron CEO Mike Wirth on Iran war impact, Nvidia's AI dominance, "Faber Report" on Nelson Peltz's Trian and General Catalyst raising their offer to acquire Janus Henderson.

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CNBC Investing Club: Cramer’s Morning Take on Microsoft 3/23/26

podcasts@cnbc.com (CNBC) — Mon, 23 Mar 2026 15:21:19 +0000

Cramer breaks down what this tech giant needs to move higher. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market’s biggest headlines, analyst calls and holdings in the Charitable Trust – and see up close how they decide when, and if, to take action on stocks. Sign up here: cnbc.com/morningtake

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SOTS 2nd Hour: Stocks Jump, Oil Falls - Iran Latest w/Energy Secretary Chris Wright 3/23/26

podcasts@cnbc.com (CNBC) — Mon, 23 Mar 2026 15:18:33 +0000

A busy morning for headlines around Iran as President Trump signals possible de-escalation ahead: David Faber and Sara Eisen broke down new comments to reporters by the man top of the hour, before diving into market implications with market veterans including Rockefeller's Ruchir Sharma & tech investor Dan Niles. Plus: hear Energy Secretary Chris Wright's first reaction to the headlines - and where he sees prices going from here.

Also this hour: an inside look at the battle over the weightloss drug market - with one dark horse betting big on pill adoption; and details on an activist investor jumping into Synopsys.

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FedEx Beats, Super Micro Plummets, Cramer: Markets Are Oversold 3/23/26

podcasts@cnbc.com (CNBC) — Mon, 23 Mar 2026 14:47:53 +0000

David Faber and Jim Cramer kicked off a new week of trading with stocks surging and crude oil prices tumbling: President Trump said he has instructed the Defense Department to "postpone any and all military strikes against Iranian power plants and energy infrastructure" for five days, depending on how talks progress with Iran — which denies it is negotiating with the U.S. After posting the Iran news on Truth Social, the president spoke to CNBC and held a Q&A session with reporters. The anchor discussed sectors benefiting most from Trump's announcement. Also in focus: BlackRock CEO Larry Fink's letter to investors, "Mag 7" movers, Synopsys and activism, LaGuardia Airport tragedy.

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CNBC Investing Club: Cramer’s Morning Take on Costco 3/20/26

podcasts@cnbc.com (CNBC) — Fri, 20 Mar 2026 15:44:43 +0000

Cramer says the market is ‘really oversold’ and the Club is ready to buy. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market’s biggest headlines, analyst calls and holdings in the Charitable Trust – and see up close how they decide when, and if, to take action on stocks. Sign up here: cnbc.com/morningtake

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SOTS 2nd Hour: Iran Flashpoints, Rate Hike Questions, & Super Micro's Smuggle Trouble 3/20/26

podcasts@cnbc.com (CNBC) — Fri, 20 Mar 2026 15:21:51 +0000

Energy prices falling, stocks under pressure, and rate cut expectations wobbling to end the week:

Carl Quintanilla, Sara Eisen, and Michael Santoli discussed the latest for stocks before breaking down what comes next with Truist's Chief Investment Officer - along with more on the Fed's next moves here according to one former Fed president. Plus: Council on Foreign Relations President Michael Froman joined the team with 2 flashpoints he says could force an escalation in the Iran war... While the former head of CISA gave his read on the implications for cybersecurity.

Also this hour: details on the dramatic chip smuggling scandal slamming shares of Super Micro.

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FedEx Beats, Super Micro Plummets, Cramer: Markets Are Oversold 3/20/26

podcasts@cnbc.com (CNBC) — Fri, 20 Mar 2026 14:50:36 +0000

Carl Quintanilla and Jim Cramer led off the show with the major indices on track for a four-week losing streak. Jim spoke about how investors should navigate markets he says are oversold.

FedEx shares jump on a better-than-expected holiday quarter and upbeat guidance. Super Micro shares plummet after U.S. prosecutor charged three people associated with the company — including its co-founder -- with smuggling Nvidia AI chips to China. Also in focus: Oil prices and the U.S.' battle to open the Strait of Hormuz, what Fed Governor Waller told CNBC about inflation and the strait, Goldman Sachs CEO David Solomon's letter about private credit, Amazon said to be planning a new smartphone launch, OpenAI reportedly plans a "superapp" launch.

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CNBC Investing Club: Cramer’s Morning Take on Apple 3/19/26

podcasts@cnbc.com (CNBC) — Thu, 19 Mar 2026 15:28:13 +0000

Cramer says this megacap tech stock should be a buy. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market’s biggest headlines, analyst calls and holdings in the Charitable Trust – and see up close how they decide when, and if, to take action on stocks. Sign up here: cnbc.com/morningtake

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SOTS 2nd Hour: Iran Escalation - Latest Market Moves, The Energy Trade, & LIVE: Intuit, Accenture CEOs 3/19/26

podcasts@cnbc.com (CNBC) — Thu, 19 Mar 2026 15:13:20 +0000

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Stocks Extend Losses as Oil Spikes, Micron CEO on Blowout Results That Didn't Help the Stock 3/19/26

podcasts@cnbc.com (CNBC) — Thu, 19 Mar 2026 14:44:26 +0000

The Iran war escalates: Carl Quintanilla and Jim Cramer delved into stocks extending Wednesday's losses as crude oil prices spike, with Brent rising as high as $119/barrel. Micron Technology CEO Sanjay Mehrotra joined the program to discuss the memory chip maker's blowout quarterly results and upbeat guidance on AI-fueled demand. The stock fell sharply despite that news — but it's still up more than 320% from a year ago. Also in focus, Cramer's investment advice on high-flyer Sandisk, Alibaba misses, Meta to shut down its VR metaverse, earnings food for thought, regulators propose capital requirement revisions for big banks, a preview of tonight's documentary "CNBC Cares: Defying Rare Disease."

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CNBC Investing Club: Cramer’s Morning Take on Eli Lilly 3/18/26

podcasts@cnbc.com (CNBC) — Wed, 18 Mar 2026 15:21:53 +0000

Cramer says a recent bearish report on this health care stock is fanciful. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market’s biggest headlines, analyst calls and holdings in the Charitable Trust – and see up close how they decide when, and if, to take action on stocks. Sign up here: cnbc.com/morningtake

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SOTS 2nd Hour: Jones Act Waiver, Iran Market Latest, & LIVE: Docusign CEO 3/18/26

podcasts@cnbc.com (CNBC) — Wed, 18 Mar 2026 15:19:41 +0000

Top of the hour: President Trump waiving a U.S. shipping law for 60 days to steady oil markets... but not helping prices or markets in the early trade.

Carl Quintanilla, David Faber, and Michael Santoli broke down the news before turning to longtime market veteran and Evercore strategist Julian Emanuel - along with Goldman's Co-Head of Global Commodities Research - with more on what could come next. Plus: a new era at Disney as new CEO Josh D'Amaro takes the reins... Former executive, of 15 years and onetime TikTok CEO Kevin Mayer weighed in on challenges ahead.

Also in focus: a fresh read on whether AI disruption fears should be believed when it comes to software - with the CEO of Docusign, fresh off earnings from the company... and a look at Washington State's first ever income tax - which includes a hitch for married couples.

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Fed Decision Day, Hot PPI and Oil Prices Weigh on Stocks, Jensen Huang on "The Next ChatGPT" 3/18/26

podcasts@cnbc.com (CNBC) — Wed, 18 Mar 2026 14:47:21 +0000

Carl Quintanilla, Jim Cramer and David explored rising oil prices and hotter-than-expected February PPI being a double whammy for stocks. Wall Street awaits Wednesday's Fed decision on rates — and what the accompanying statement might say about inflation in wake of the Iran war. The anchors discussed Jim's "Mad Money" interview with Jensen Huang: The Nvidia CEO called new AI agent OpenClaw "the next ChatGPT" — and said it's possible that Nvidia could become the first $10 trillion company. Also in focus: The White House vs. Anthropic, red-hot memory chip stocks, day one for new Disney CEO Josh D'Amaro, Starbucks downgraded, Cramer's "Jeopardy!" surprise.

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SOTS 2nd Hour: Cramer Interviews Nvidia CEO, Apollo's Chief Economist, & Iran's Fed Impact 3/17/26

podcasts@cnbc.com (CNBC) — Tue, 17 Mar 2026 15:49:35 +0000

Carl Quintanilla, Sara Eisen, and David Faber kicked off the show with fresh data, tensions within the Fed's dual mandate ahead of tomorrow's rate decision, and more on Iran's market impact before a wide-ranging interview you don't want to miss - Nvidia CEO Jensen Huang, alongside Jim Cramer at the company's GTC conference out in California. Hear the man himself break down Nvidia's staggering $1T forecast, AI demand, and more.

Elsewhere in the hour: what to expect out of the Fed tomorrow - according to CNBC's exclusive Fed Survey results, and Apollo Global's Chief Economist Torsten Slok (who says there'll be no cuts tomorrow - or this year).

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Stocks and Oil Prices Rise, Jensen Huang's $1T AI Chip Forecast, Iger's Last Day as Disney CEO 3/17/26

podcasts@cnbc.com (CNBC) — Tue, 17 Mar 2026 14:35:18 +0000

Carl Quintanilla, Jim Cramer and David Faber discussed why both stocks and oil prices are rising amid the Iran war and Middle East tensions. The anchors also explored the markets' muted reaction to Nvidia CEO Jensen Huang's forecast of $1 trillion in AI chip revenue through the end of 2027. At Nvidia GTC, Jim shared his perspective on the future for the world's most valuable company. Also in focus: Bob Iger's legacy on his final day as Disney CEO, Delta's guidance lifts airline stocks, OpenAI vs. Anthropic, the chips in rally mode, diesel prices top $5/gallon.

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CNBC Investing Club: Cramer’s Morning Take on WTI Crude 3/16/26

podcasts@cnbc.com (CNBC) — Mon, 16 Mar 2026 16:09:02 +0000

Cramer says investors ‘have to buy’ stocks as oil prices fall and private credit woes appear overblown. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market’s biggest headlines, analyst calls and holdings in the Charitable Trust – and see up close how they decide when, and if, to take action on stocks. Sign up here: cnbc.com/morningtake

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SOTS 2nd Hour: Trading Nvidia's GTC Conference, Fresh Fed Drama, & Paris Trade Talks 3/16/26

podcasts@cnbc.com (CNBC) — Mon, 16 Mar 2026 15:17:31 +0000

Big week for stocks from Nvidia's developers conference to an FOMC meeting on deck: Carl Quintanilla, Sara Eisen, and David Faber kicked off the hour with more on the key stories to watch here - and what to expect out of the Fed - before breaking it all down with Piper Sandler's Chief Investment Strategist... Plus: the latest out of Paris as China and U.S. officials meet for trade talks - the team got a live read from the ground and discussed Iran's impact with one geopol expert warning the conflict could stretch WEEKS more from here.

Also in focus: how to trade Nvidia - and what to expect ahead of a keynote speech from CEO Jensen Huang tonight with one of the street's top analysts... And a deep-dive on new developments that could delay a future Fed Chair nomination by days - or even weeks.

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Stocks Jump As Oil Falls, Double Dose of Meta, Nvidia GTC Day 1 3/16/26

podcasts@cnbc.com (CNBC) — Mon, 16 Mar 2026 14:48:13 +0000

Carl Quintanilla, Jim Cramer and David Faber discussed stocks up sharply and WTI Crude pulling back from $100/barrel — on hopes efforts to reopen the Strait of Hormuz will bear fruit despite the ongoing Iran war. The anchors reacted to what Treasury Secretary Bessent told CNBC about such efforts. Meta in the spotlight: Facebook's parent reportedly plans to lay off 20% of its workforce. Separately, Nebius surged on its $27 billion AI pact with Meta. Also in focus: Cramer at Nvidia GTC ahead of CEO Jensen Huang's Monday keynote, memory chips extend rally, private credit roundup, FCC Chairman Carr's license threat, Conan O'Brien calls out Netflix Co-CEO Ted Sarandos and zings Amazon at the Oscars.

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CNBC Investing Club: Cramer’s Morning Take on Alphabet 3/13/26

podcasts@cnbc.com (CNBC) — Fri, 13 Mar 2026 15:53:09 +0000

Cramer says this is an ‘exquisite’ moment to buy stocks. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market’s biggest headlines, analyst calls and holdings in the Charitable Trust – and see up close how they decide when, and if, to take action on stocks. Sign up here: cnbc.com/morningtake

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SOTS 2nd Hour: PCE Breakdown, D.C.-Iran latest, & ServiceNow CEO's AI Warning 3/13/26

podcasts@cnbc.com (CNBC) — Fri, 13 Mar 2026 15:14:19 +0000

A busy 24 hours between DC headlines and PCE data... Carl Quintanilla, Sara Eisen, and Michael Santoli kicked off the hour with the latest on both fronts, before discussing the implications for markets, traders, and the Federal Reserve. Plus: hear ServiceNow CEO Bill McDermott's huge warning when it comes to AI and youth unemployment, along with more on how Iran is changing the business of cybersecurity with the CEO of one beneficiary (Rubrik).

Elsewhere in the hour: former Defense Secretary Mark Esper joined the team with his expectations when it comes to possible escalation ahead.

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Markets' Volatile Week, Adobe CEO to Step Down, Cramer's Buying Strategy 3/13/26

podcasts@cnbc.com (CNBC) — Fri, 13 Mar 2026 14:55:18 +0000

With the Iran war now into its fourteenth day, Carl Quintanilla and Jim Cramer explored how investors should navigate volatile stock and oil markets heading into the weekend.

Cramer explained why "we're buying some stuff today for the Trust." Shares of Adobe down sharply after Shantanu Narayen announced he will step down as CEO once a successor is found — and stay on as chair. The anchors reacted to a raft of economic data, including PCE — the Fed's preferred inflation gauge. Also in focus: Meta reportedly delaying an AI rollout, financials and private credit woes, Micron and the memory chips rally, countdown to next week's Nvidia GTC AI conference.

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CNBC Investing Club: Cramer’s Morning Take on CrowdStrike 3/12/26

podcasts@cnbc.com (CNBC) — Thu, 12 Mar 2026 16:21:50 +0000

Cramer says the ramp up in cyberterrorism is good for this security stock. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market’s biggest headlines, analyst calls and holdings in the Charitable Trust – and see up close how they decide when, and if, to take action on stocks. Sign up here: cnbc.com/morningtake

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SOTS 2nd Hour: $200 Oil? U.S.-Iran Latest, Fmr. Israeli Ambassador Weighs In, & More Private Credit Cracks 3/12/26

podcasts@cnbc.com (CNBC) — Thu, 12 Mar 2026 15:09:54 +0000

The Iran war/Mideast tensions effect: Carl Quintanilla and Jim Cramer discussed stocks down sharply and oil prices spiking on a day which saw Brent crude briefly top $100/barrel — the International Energy Agency said the world is facing the “largest supply disruption in the history of the global oil market.” In a CNBC Exclusive, Seema Mody and the anchors interviewed Palantir CEO Alex Karp about the Iran war, defense technology and the company's AI strategy. Also in focus: Cramer's message on private credit and beaten-down shares of alternative asset managers, Oracle and Atlassian job cuts, Dollar General under pressure, reaction to Dick's Sporting Goods' earnings and guidance, Petco soars.

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Stocks Slide as Oil Spikes, Exclusive With Palantir CEO Alex Karp 3/12/26

podcasts@cnbc.com (CNBC) — Thu, 12 Mar 2026 14:49:20 +0000

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CNBC Investing Club: Cramer’s Morning Take on CrowdStrike 3/11/26

podcasts@cnbc.com (CNBC) — Wed, 11 Mar 2026 16:10:06 +0000

Cramer says this cybersecurity stock should be up ‘far more.’ Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market’s biggest headlines, analyst calls and holdings in the Charitable Trust – and see up close how they decide when, and if, to take action on stocks. Sign up here: cnbc.com/morningtake

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SOTS 2nd Hour: February CPI Report, A Historic Oil Release, & Oracle's Big Bump 3/11/26

podcasts@cnbc.com (CNBC) — Wed, 11 Mar 2026 15:23:21 +0000

Carl Quintanilla, Sara Eisen, and Michael Santoli began the hour with a look at this morning's inflation report, and breaking headlines on the energy front. Longtime market veteran Chris Verrone discussed the market implications of it all - before the team dove into more on oil with one guest arguing we're seeing a "nightmare scenario" play out. Plus: hear Council on Foreign Relations President Emeritus Richard Haass give his take on what's needed for the Iran war to an end.

Also in focus: Oracle shares popping in the early trade after a strong report - Citi's Co-Head of Research broke down the numbers, and why he's raising his price targets here... and more on one bank's decision to rein in private credit lending, and mark down software portfolios.

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Crude Volatility, Oracle Surges, Inflation Watch 3/11/26

podcasts@cnbc.com (CNBC) — Wed, 11 Mar 2026 14:47:27 +0000

Carl Quintanilla and Jim Cramer delved into two big stories of importance to investors and consumers: With the Iran conflict sparking energy market volatility, the price of crude rose despite reports of International Energy Agency plans for a record release of oil from its strategic reserves. February CPI showed consumer inflation up 2.4% from a year ago — but the data had been collected prior to the Iran war. Oracle shares surged on a Q3 beat and raised revenue guidance. The anchors explored what it all means for the AI trade and the software "SaaS-pocalypse." Also in focus: Nvidia to invest $2 billion in Nebius, JPMorgan Chase limits private credit lending, Microsoft backs Anthropic's lawsuit against the Pentagon, Campbell's in the soup.

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CNBC Investing Club: Cramer’s Morning Take on Amazon & Alphabet 3/10/26

podcasts@cnbc.com (CNBC) — Tue, 10 Mar 2026 15:24:25 +0000

Cramer tells investors buying these two megacap tech stocks is ‘very right.’ Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market’s biggest headlines, analyst calls and holdings in the Charitable Trust – and see up close how they decide when, and if, to take action on stocks. Sign up here: cnbc.com/morningtake

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SOTS 2nd Hour: What Goes Up... Inside An Oil Price Plunge, Evercore's Vice Chairman, & Don't Trust Software? 3/10/26

podcasts@cnbc.com (CNBC) — Tue, 10 Mar 2026 15:17:23 +0000

Oil prices plunging as the President signals a potential end to the conflict in Iran and news from the IEA... Evercore's Krishna Guha broke down how to trade it with anchors Carl Quintanilla, Sara Eisen, and Michael Santoli. Plus: why longtime tech investor Ben Reitzes says to not trust software stocks as they see pressure in the early trade... and more on what to do with Oracle ahead of results tonight.

Also in focus: a read from the ground on what a closed Strait of Hormuz means for the global economy with the CEO of logistics company Flexport.

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Stocks-Oil Rollercoaster Session Aftermath, AI Trade and Oracle Earnings Preview 3/10/26

podcasts@cnbc.com (CNBC) — Tue, 10 Mar 2026 14:56:01 +0000

Carl Quintanilla and Jim Cramer explored the moves in stocks and crude oil after Monday's volatile session, which saw the Dow finish higher after a 1,100-point swing — and WTI Crude fall sharply after surging close to $120/barrel. The anchors reacted to the catalyst: President Trump said the Iran war could end "very soon." The AI trade also in the spotlight as Wall Street braces for Oracle's quarterly results due out after Tuesday's close of trading. Also in focus: Anthropic sues the Pentagon, Amazon's bond sale, assessing the rough trade for alternate asset managers and software providers, The 17th anniversary of the "Haines Bottom" — and how high stocks have soared since the late Mark Haines' market call.

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CNBC Investing Club: Cramer’s Morning Take on GE Vernova 3/9/26

podcasts@cnbc.com (CNBC) — Mon, 9 Mar 2026 16:30:15 +0000

Cramer says this company has a terrific story with its sold out products. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market’s biggest headlines, analyst calls and holdings in the Charitable Trust – and see up close how they decide when, and if, to take action on stocks. Sign up here: cnbc.com/morningtake

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SOTS 2nd Hour: Stocks Fall as Oil Surges. How to Navigate Energy, Emerging Markets, & More 3/9/26

podcasts@cnbc.com (CNBC) — Mon, 9 Mar 2026 15:15:07 +0000

Carl Quintanilla, Sara Eisen, and Michael Santoli kicked off the hour with a look at the latest market moves tied to Iran - at home and abroad - before RBC's Equity Strategy head gave her take on how to navigate the volatility. Plus: what an ongoing conflict means for emerging markets - and energy prices - with longtime veteran investors in their fields (Tortoise's Rob Thummel & Rockefeller's Ruchir Sharma)... along with a look at the tools still left for the Trump Administration to pull as consumers feel pain at the pump... Former Commerce Secretary Gina Raimondo gave her take - fresh off an op-ed in the New York Times with a stark warning around AI.

Also in focus: how a DHS shutdown is causing extra pain for plane travel... and more on the news sending $HIMS shares surging.

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Iran Conflict: Stocks Tumble as Oil Tops $100/Barrel 3/9/26

podcasts@cnbc.com (CNBC) — Mon, 9 Mar 2026 14:51:44 +0000

With the Iran war into its tenth day, Carl Quintanilla and Jim Cramer discussed a rough start to the week for stocks, with WTI Crude surging past $100/barrel for the first time since 2022.

The anchors discussed navigating the markets in the wake of Middle East tensions, along with the spike in gasoline prices and how high they could go. Also in focus: President Trump's message on the oil price surge, credit concerns hit SoftBank shares, market bright spots, Oracle leads this week's earnings calendar, Hims & Hers soars on its agreement with Novo Nordisk.

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Squawk on the Street 2ND Hour 3/6/26

podcasts@cnbc.com (CNBC) — Fri, 6 Mar 2026 21:58:16 +0000

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CNBC Investing Club: Cramer’s Morning Take on Goldman Sachs 3/6/26

podcasts@cnbc.com (CNBC) — Fri, 6 Mar 2026 16:32:50 +0000

Cramer tells investors he would buy this financial stock if he could. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market’s biggest headlines, analyst calls and holdings in the Charitable Trust – and see up close how they decide when, and if, to take action on stocks. Sign up here: cnbc.com/morningtake

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Market Sell-Off: Oil Spikes, Jobs Go Negative, NEC Director Hassett, Robinhood CEO 3/6/26

podcasts@cnbc.com (CNBC) — Fri, 6 Mar 2026 15:32:08 +0000

Carl Quintanilla and Jim Cramer covered the catalysts driving major selling on Wall Street: The February jobs report shows a loss of 92,000 jobs, Oil and gasoline prices extended their sharp gains in reaction to Middle East tensions, President Trump posted on Truth Social that there will be no deal with Iran except "unconditional surrender." The anchors interviewed National Economic Council Director Kevin Hassett about those issues and many more. Robinhood CEO Vlad Tenev joined Carl and Jim at Post 9 after ringing the NYSE opening bell. They discussed everything from the company's platinum card to the public debut of Robinhood Ventures Fund — which gives retail investors access to late-stage private companies.

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CNBC Investing Club: Cramer’s Morning Take on Broadcom 3/5/26

podcasts@cnbc.com (CNBC) — Thu, 5 Mar 2026 16:35:48 +0000

Cramer says this semiconductor company is an undervalued stock. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market’s biggest headlines, analyst calls and holdings in the Charitable Trust – and see up close how they decide when, and if, to take action on stocks. Sign up here: cnbc.com/morningtake

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SOTS 2nd Hour: Software Rebounds, Salesforce CEO Pushback, & LIVE: Paramount Skydance's David Ellison 3/5/26

podcasts@cnbc.com (CNBC) — Thu, 5 Mar 2026 16:12:33 +0000

Carl Quintanilla, David Faber, and Sara Eisen broke down recent labor data - and what it could portend for a big Jobs report tomorrow - before Citi's U.S. Equity Strategist weighed in, and the team got breaking news on Iran. Software stocks staging a big rebound in the early trade as investors work through AI disruption fears - and the CEO of Salesforce pushes back on the 'SAASpocalypse'... Why he says the technology is a good thing for his company, and workers this hour - along with new comments from OpenAI CEO Sam Altman, live at Morgan Stanley's TMT conference.

Plus: Paramount Skydance Chairman & CEO David Ellison joined the team live from Los Angeles - in his first interview since prevailing in the battle for Warner Brothers Discovery... Hear his take on key hurdles ahead, why they paid top dollar to beat Netflix, and more.

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Stocks Fall and Oil Prices Extend Rally, Broadcom's AI Boost, Anthropic-Pentagon Tensions 3/5/26

podcasts@cnbc.com (CNBC) — Thu, 5 Mar 2026 15:49:59 +0000

Carl Quintanilla, Jim Cramer and David Faber discussed stocks pulling back and oil continuing to rally as the Iran war enters day six. Broadcom shares jump on a Q1 earnings beat and a forecast of AI chip sales surpassing $100 billion in 2027. The anchors also reacted to published reports on tensions between the Pentagon and Anthropic, including CEO Dario Amodei's employee memo referencing the Trump Administration and slamming OpenAI CEO Sam Altman. Also in focus: What Berkshire Hathaway's new CEO Greg Abel told CNBC about resuming buybacks, software stocks extend rebound, Nvidia CEO Jensen Huang on investing in OpenAI, BlackRock slashes another private credit loan to zero.

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CNBC Investing Club: Cramer’s Morning Take on CrowdStrike 3/4/26

podcasts@cnbc.com (CNBC) — Wed, 4 Mar 2026 16:49:18 +0000

Cramer says if you don’t own this stock, now is a good chance to invest. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market’s biggest headlines, analyst calls and holdings in the Charitable Trust – and see up close how they decide when, and if, to take action on stocks. Sign up here: cnbc.com/morningtake

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SOTS 2nd Hour: Iran Analysis - Jack Lew, Sen. John Fetterman, & Goldman's Co-Head of Global Commodities 3/4/26

podcasts@cnbc.com (CNBC) — Wed, 4 Mar 2026 16:23:24 +0000

Carl Quintanilla, David Faber, and Sara Eisen began the hour with a look at the big market moves you might have missed - before getting into JPMorgan Asset Management's playbook for the volatility. Plus: former Treasury Secretary and former U.S. Ambassador to Israel Jack Lew joined the team with his read on what's next in Iran, inflationary impacts, and why he says there's been a disregard for our constitutional process... while Senator John Fetterman took the other side - explaining this hour why he's an outspoken supporter of strikes.

Also in focus: wild swings in energy prices as Goldman raises their price forecasts - their Global Co-Head of Commodities broke down the move... And hear from the Chairman & CEO of Victory Capital - as they kick off a bidding war for Asset Manager Janus Henderson.

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Iran Conflict and Stocks' Wild Ride, South Korea's Kospi Plunges 12%, Pain At the Pump 3/4/26

podcasts@cnbc.com (CNBC) — Wed, 4 Mar 2026 15:37:40 +0000

One day after the Dow tumbled more than 1,200 points before closing down 400, Carl Quintanilla, Jim Cramer and Faber discussed stocks trying to bounce back from this week's heavy selling due to the Iran conflict — including the South Korean Kospi's record one-day decline of 12% in Wednesday's trading. You also have gasoline and diesel prices spiking this week amid Middle East tensions. Hear what Treasury Secretary Scott Bessent told CNBC about crude market supply. Also in focus: CrowdStrike's earnings beat, Blackstone President Jon Gray on private credit and "this disjointed environment," AI roundup — including why Bessent is slamming Anthropic for "very bad behavior."

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SOTS 2nd Hour: Navigating the Sell-off, Blackstone COO on Credit Concerns, & LIVE: Target CEO 3/3/26

podcasts@cnbc.com (CNBC) — Tue, 3 Mar 2026 16:16:14 +0000

Carl Quintanilla, David Faber, and Sara Eisen kicked off the hour breaking down the tape with Senior Markets Commentator Michael Santoli - as stocks take a big leg lower in the early trade - before talking the road ahead in Iran with the Council For Foreign Relations President Emeritus, Richard Haass... and later in the hour: Department of Defense CTO Emil Michael. Another concern weighing on the markets? Private credit fears - as Blackstone makes headlines with record redemptions from one of its flagship funds. Hear COO Jon Gray pushback on the rumors - and discuss why he's still bullish on the space.

Also this hour: Target CEO Michael Fiddelke - live with Sara from their Minneapolis HQ as the stock gains on strong guidance, and the company kicks off its investor day. How he's dealing with the volatility in geopolitics, prices, tariff refunds, and more...

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CNBC Investing Club: Cramer’s Morning Take on Cardinal Health 3/3/26

podcasts@cnbc.com (CNBC) — Tue, 3 Mar 2026 16:10:43 +0000

Cramer says the Club bought a defensive growth stock and is ready to buy more. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market’s biggest headlines, analyst calls and holdings in the Charitable Trust – and see up close how they decide when, and if, to take action on stocks. Sign up here: cnbc.com/morningtake

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Stocks Tumble and Oil Extends Rally as Iran Conflict Widens 3/3/26

podcasts@cnbc.com (CNBC) — Tue, 3 Mar 2026 15:35:31 +0000

Carl Quintanilla, Jim Cramer and David Faber discussed what investors should make of stock markets tumbling worldwide — and oil prices extending Monday's big rally -- on fears of a prolonged Middle East conflict, with the Iran war now in its fourth day. Private credit concerns also in the mix: Shares of alternative asset managers under pressure after Blackstone said its flagship private credit fund was hit by a surge in redemptions. Also in focus: More woes for software as MongoDB plunges, what JPMorgan Chase CEO Jamie Dimon told CNBC about the Iran conflict and inflation, travel stocks extend losses, the deal that sent one particular stock soaring by 60%, Best Buy and Target rise on earnings.

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CNBC Investing Club: Cramer’s Morning Take on Blue Owl Capital 3/2/26

podcasts@cnbc.com (CNBC) — Mon, 2 Mar 2026 17:28:37 +0000

Cramer breaks down the Club’s strategy as markets react to Iran strikes. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market’s biggest headlines, analyst calls and holdings in the Charitable Trust – and see up close how they decide when, and if, to take action on stocks. Sign up here: cnbc.com/morningtake

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SOTS 2nd Hour: U.S.-Iran Impact - From Stocks to Geopolitics to Energy 3/2/26

podcasts@cnbc.com (CNBC) — Mon, 2 Mar 2026 16:26:46 +0000

This hour:

Full coverage of the war in Iran by Carl Quintanilla, Sara Eisen, and David Faber - and the impact on global markets with a great line-up of experts. Hear from CNBC's own Michael Santoli and Rick Santelli... alongside Ian Bremmer from Eurasia Group, former Defense Secretary Mark Esper, market veteran Richard Bernstein, and Former Israel Ambassador to the U.S. Michael Oren.

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U.S. and Israel Attack Iran: The Effect on Stocks As Oil Prices Spike 3/2/26

podcasts@cnbc.com (CNBC) — Mon, 2 Mar 2026 16:04:34 +0000

Carl Quintanilla, Jim Cramer and David Faber kicked off a new week of trading as U.S. and Israel attacks on Iran entered a third day. The widening Middle East conflict sent oil prices and defense stocks sharply higher — while travel companies and other groups saw their shares take a hit. Hear what Cramer said about navigating this market environment. Also in focus:

Private credit woes and AI fears, gold and bitcoin rise, February's stock winners and losers, what former Goldman Sachs CEO Lloyd Blankfein told CNBC about the markets.

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SOTS 2nd Hour: OpenAI Makes History, Banks Tank, & LIVE: Zscaler, Autodesk CEOs 2/27/26

podcasts@cnbc.com (CNBC) — Fri, 27 Feb 2026 16:12:47 +0000

A huge morning for AI and the tech trade:

Carl Quintanilla, Leslie Picker, and David Faber kicked off the hour with fresh news out of OpenAI - closing a $110 billion funding round in the largest private tech financing on record. HSBC'S Chief Multi-Asset Strategist joined the team with his tech playbook - before later on, longtime industry investor Dan Niles gave his take on the headlines and the stocks he would be buying here. Plus: 2 software CEOs joined the team to breakdown earnings from their companies - and very different stock reactions... Zscaler's CEO Jay Chaudhry, along with Autodesk CEO Andrew Anagnost.

Elsewhere this hour: Paramount winning the war for Warner Brothers Discovery - but what comes next? David brought the latest headlines and color... Plus, the news hitting Financial stocks in the early trade.

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Hot PPI, $110B for OpenAI, CoreWeave CEO Exclusive, Paramount Wins Battle for WBD 2/27/26

podcasts@cnbc.com (CNBC) — Fri, 27 Feb 2026 15:33:23 +0000

On a busy final trading day of February, Carl Quintanilla, Jim Cramer discussed market reaction to key wholesale inflation data: Stocks under pressure after the January Producer Price Index came in hotter than expected. OpenAI raised $110 billion in new funding, including investments from SoftBank, Nvidia and Amazon — valuing the maker of ChatGPT at $730 billion. Hear what OpenAI CEO Sam Altman and Amazon CEO Andy Jassy told CNBC about their strategic partnership. CoreWeave CEO Mike Intrator joined the anchors at Post 9 to discuss AI and the company's quarterly results that sent the stock lower by double digits. Also in focus: Paramount wins the bidding war for Warner Bros. Discovery, Block shares surge as the fintech firm slashes its workforce.

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SOTS 2nd Hour: Nvidia's High Bar, How To Play Tech Volatility, & LIVE: IMAX & Zoom CEOs 2/26/26

podcasts@cnbc.com (CNBC) — Thu, 26 Feb 2026 16:56:36 +0000

Carl Quintanilla, Michael Santoli, and David Faber kicked off the hour with a deep dive on the story of the day: Nvidia earnings, as shares turned lower despite a big beat. Truist CIO Keith Lerner discussed the high bar for investors - and dueling dynamics between software and the semis, before the team broke down the state of the Big Tech trade with one analyst who's still bullish on Nvidia here.

Also in focus: the view from the C-Suite... Hear the CEO of IMAX talk the company's record earnings - and who he thinks should acquire Warner Brothers Discovery... Along with the CEO of Zoom - fresh off results hitting shares double digits.

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CNBC Investing Club: Cramer’s Morning Take on Nvidia 2/26/26

podcasts@cnbc.com (CNBC) — Thu, 26 Feb 2026 16:32:36 +0000

Cramer says the best time to buy this tech stock is at the end of the trading day. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market’s biggest headlines, analyst calls and holdings in the Charitable Trust – and see up close how they decide when, and if, to take action on stocks. Sign up here: cnbc.com/morningtake

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Tech Earnings Reaction: A Wild Ride for Nvidia and Salesforce 2/26/26

podcasts@cnbc.com (CNBC) — Thu, 26 Feb 2026 15:36:33 +0000

Carl Quintanilla, Jim Cramer and David Faber delved into Nvidia's blowout quarter and upbeat guidance fueled by the AI boom — plus why the stock swung into negative territory at the opening bell. It was a different story for Salesforce, which posted better-than-expected Q4 results and erased its pre-market losses at the open. The CEOs of both companies spoke to CNBC: Nvidia's Jensen Huang on what the market got "wrong" — and Salesforce's Marc Benioff on the "SaaS-pocalypse" that has sent shares of the company and its software rivals tumbling.

Also in focus: Snowflake heats up, the earnings chapter in the battle for Warner Bros. Discovery, the automaker that posted its first-ever annual loss, robots in China.

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CNBC Investing Club: Cramer’s Morning Take on TJX 2/25/26

podcasts@cnbc.com (CNBC) — Wed, 25 Feb 2026 16:54:18 +0000

Cramer says this retail giant is head and shoulders above the competition. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market’s biggest headlines, analyst calls and holdings in the Charitable Trust – and see up close how they decide when, and if, to take action on stocks. Sign up here: cnbc.com/morningtake

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SOTS 2nd Hour: State of the Union Takeaways, Countering AI Disruption Fears, and LIVE: Lucid CEO 2/25/26

podcasts@cnbc.com (CNBC) — Wed, 25 Feb 2026 16:13:32 +0000

Carl Quintanilla, Sara Eisen, and David Faber kicked off the hour with some alternative data points around AI disruption fears - before breaking down where Piper Sandler thinks you should put money to work with their Chief Strategist. Plus: Wall Street takeaways from last night's State of the Union Address with Raymond James' policy head... and more on how to trade Nvidia ahead of results tonight.

Also in focus: a morning of huge movers in the spanning earnings and media news... What NFL negotiations have to do with it - along with the latest developments in the fate for Warner Brothers Discovery, including details on Paramount's newest offer... And hear a read on EV demand with the interim CEO of Lucid - who joined the team fresh off quarterly results there.

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AI Trade in the Spotlight as Wall Street Awaits Nvidia Earnings 2/25/26

podcasts@cnbc.com (CNBC) — Wed, 25 Feb 2026 15:33:21 +0000

Carl Quintanilla, Jim Cramer and David Faber covered all of the bases on the AI trade: A preview of Nvidia's much-anticipated earnings due out after Wednesday's close of trading,

President Trump's State of the Union message to big tech about data centers and power plants, what Anthropic CEO Dario Amodei said on a podcast about AI risks.

Also in focus: The ball in Netflix's court after Paramount's sweetened offer to acquire Warner Bros. Discovery, billionaire investor David Tepper sends a scathing letter to Whirlpool,

Workday shares extend their decline, Oracle gets upgraded, Cava soars while drinks giant Diageo tumbles, Lowe's falls as "uncertainty" overshadows an earnings beat.

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CNBC Investing Club: Cramer’s Morning Take on Corning 2/24/26

podcasts@cnbc.com (CNBC) — Tue, 24 Feb 2026 17:37:12 +0000

Cramer says this stock has almost no competition. This episode contains a preview of exclusive content from the members-only CNBC Investing Club morning meeting. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market’s biggest headlines, analyst calls and holdings in the Charitable Trust – and see up close how they decide when, and if, to take action on stocks. Sign up here: cnbc.com/morningtake

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Squawk on the Street 2nd Hour 2/24/26

podcasts@cnbc.com (CNBC) — Tue, 24 Feb 2026 17:14:56 +0000

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Markets After the Sell-Off, Private Credit Pain, AMD CEO Exclusive on Meta AI Chip Deal 2/24/26

podcasts@cnbc.com (CNBC) — Tue, 24 Feb 2026 15:28:12 +0000

Carl Quintanilla, Jim Cramer and David Faber explored what's next for the markets after Monday's sell-off, which was sparked by AI fears and tariff uncertainty. The anchors also delved into the conundrum surrounding the private credit markets — and reacted to what JPMorgan Chase CEO Jamie Dimon said about the risks. AMD shares surged on news of the company's multiyear AI chip agreement with Meta Platforms. AMD Chair & CEO Lisa Su joined the program exclusively to talk about the deal. Also in focus: Home Depot's earnings beat, Anthropic announces new AI tools, State of the Union speech countdown, Warner Bros. Discovery says it is reviewing Paramount Skydance's new takeover offer.

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CNBC Investing Club: Cramer’s Morning Take on CrowdStrike 2/23/26

podcasts@cnbc.com (CNBC) — Mon, 23 Feb 2026 17:52:10 +0000

Cramer says this is a good fundamental stock despite its recent downturn. This episode contains a preview of exclusive content from the members-only CNBC Investing Club morning meeting. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market’s biggest headlines, analyst calls and holdings in the Charitable Trust – and see up close how they decide when, and if, to take action on stocks. Sign up here: cnbc.com/morningtake

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SOTS 2nd Hour: Today's Tariff Turns (Impact for Stocks, Trade Deals, & Co. Refunds), Novo's Weight-losses, & Netflix vs. Trump 2/23/26

podcasts@cnbc.com (CNBC) — Mon, 23 Feb 2026 16:43:54 +0000

Carl Quintanilla, Sara Eisen, and David Faber kicked off a snowy morning with a look at the broader markets, and where tariff rates stand - as stocks take a leg lower following last week's SCOTUS decision. Charles Schwab's Chief Strategist Liz Ann Sonders joined the team with more on what it all means for stocks - before longtime geopolitical expert Ian Bremmer from Eurasia group gave his take on the impact for already-made trade deals. Plus: the 130 billion dollar question... Who will get a tariff refund? Hear a read from the ground with the CEO of Flexport - whose new 'refund calculator' is already getting use from Fortune 500 companies.

Around the edges: details on the trial results hitting Novo Nordisk shares, and the latest on media names as President Trump threatens Netflix over a board member's political comments.

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Markets and the Supreme Court Tariffs Ruling Aftermath, Novo Nordisk Tumbles, Winter Storm Impact 2/23/26

podcasts@cnbc.com (CNBC) — Mon, 23 Feb 2026 15:34:43 +0000

Entering the final trading week of February, Carl Quintanilla, Jim Cramer and David Faber explored what's at stake for the markets, especially after Friday's Supreme Court ruling that struck down many of President Trump's reciprocal tariffs — and the president responding with plans to raise global tariffs by 15%. Shares of Novo Nordisk tumbled: Trial results show its next-generation obesity treatment was less effective than the Eli Lilly drug marketed as Zepbound and Mounjaro. Also in focus: The winter storm blasting the Northeast results in more than 10,000 flight cancellations, Alphabet upgraded, software stocks downgraded, AI roundup, Netflix-Warner latest from Ted Sarandos to Susan Rice and Trump.

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SOTS 2nd Hour: SCOTUS Tariffs decision - Analysis, Movers, Market Impact & What Comes Next 2/20/26

podcasts@cnbc.com (CNBC) — Fri, 20 Feb 2026 16:20:28 +0000

The Supreme Court ruling 6-3 AGAINST President Trump's tariffs:

Hear a jam-packed hour of analysis from Carl Quintanilla, Sara Eisen, and David Faber - spanning key takeaways, the market impact, what happens to any refunds, China's quiet win between the lines, and breakouts across retail, the autos, and even Apple... Plus Apollo's Chief Economist, Ariel Investment's Charles Bobrinskoy, and even a legal expert's take on the action.

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CNBC Investing Club: Cramer’s Morning Take on Nike 2/20/26

podcasts@cnbc.com (CNBC) — Fri, 20 Feb 2026 16:09:02 +0000

Cramer says this retail stock is a buy after SCOTUS strikes down President Trump’s tariffs. This episode contains a preview of exclusive content from the members-only CNBC Investing Club morning meeting. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market’s biggest headlines, analyst calls and holdings in the Charitable Trust – and see up close how they decide when, and if, to take action on stocks. Sign up here: cnbc.com/morningtake

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Hotter inflation, GDP Surprise, Exclusive With Blue Owl's Head of Credit 2/20/26

podcasts@cnbc.com (CNBC) — Fri, 20 Feb 2026 15:54:41 +0000

Carl Quintanilla, Jim Cramer and David Faber reacted to a raft of economic data: Core PCE — the Fed's preferred inflation gauge — rose in December, while GDP showed much slower than expected economic growth in Q4. Private credit fears also in the spotlight: Blue Owl Co-President and Head of Credit Craig Packer joined the anchors at Post 9 for a wide-ranging and exclusive interview. Also in focus: CNBC has confirmed Nvidia is in talks to invest up to $30 billion in OpenAI as part of a funding round for the startup, Oil prices hit fresh six-month highs on U.S.-Iran tensions, bright spots Cramer sees in this market, Warner Bros. Discovery update, why one particular stock plummeted — down more than 48%.

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CNBC Investing Club: Cramer’s Morning Take on CrowdStrike 2/19/26

podcasts@cnbc.com (CNBC) — Thu, 19 Feb 2026 16:30:00 +0000

Cramer says this cybersecurity stock is the one to buy amid the AI sell-off. This episode contains a preview of exclusive content from the members-only CNBC Investing Club morning meeting. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market’s biggest headlines, analyst calls and holdings in the Charitable Trust – and see up close how they decide when, and if, to take action on stocks. Sign up here: cnbc.com/morningtake

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SOTS 2nd Hour: Kraft Heinz CEO, The Walmart Trade, & U.S.-Iran Tensions Rise 2/19/26

podcasts@cnbc.com (CNBC) — Thu, 19 Feb 2026 16:17:19 +0000

Carl Quintanilla, Sara Eisen, and David Faber kicked off the hour with a slew of new data points investors should know: Jobless claims, Leading Indicators, Pending Home Sales and more... before Cantor Fitzgerald's Chief Equity Strategist gave his take on the action - and the team dove into a key AM report, Walmart earnings, with one of the street's top analysts. Plus: hear an exclusive with the CEO of Kraft Heinz - spanning their new turnaround plans, to why they paused a long-planned split.

Also in focus: energy prices... hitting new highs as U.S.-Iran tensions rise. Longtime geopolitical expert - and Council on Foreign Relations President Emeritus - Richard Haass joined the team with a look at what's at stake, and what could come next.

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Walmart Beats, OpenAI's Altman and Anthropic's Amodei Talk Exclusively to CNBC 2/19/26

podcasts@cnbc.com (CNBC) — Thu, 19 Feb 2026 15:41:33 +0000

Carl Quintanilla, Jim Cramer and David Faber discussed market reaction to Walmart's Q4 beat and what new CEO John Furner said on the earnings call about consumer spending. OpenAI CEO Sam Altman and Anthropic CEO Dario Amodei refused to hold hands during a group photo shoot with tech leaders at an AI summit in India. Both men spoke exclusively to CNBC: Altman on the U.S.-China AI arms race, Amodei on AI's effect on jobs. Also in focus: OpenAI's march toward a new $100 billion funding round, more pain for software stocks, Etsy jumps on the sale of second-hand fashion app Depop to eBay, Blue Owl slides on a report about redemptions, a flashback to what Jim said about Figma on the date of its stellar public debut in July 2025.

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SOTS 2nd Hour: Cadence Design CEO, Mamdani's Tax Plans, & Live From Mar-A-Lago w/Eric & Donald Trump Jr, Plus Coinbase's CEO... 2/18/26

podcasts@cnbc.com (CNBC) — Wed, 18 Feb 2026 16:15:04 +0000

Live from Mar-A-Lago at the World Liberty Forum:

Sara Eisen — alongside David Faber and Carl Quintanilla, at the New York Stock Exchange — interviewed some of Wall Street's biggest newsmakers. This hour? Coinbase CEO Brian Armstrong, alongside pro-crypto Senator Bernie Moreno, talking regulation and whether there's more pain to come for Bitcoin... Plus: Eric and Donald Trump Jr. joined Sara for a wide-ranging deep-dive spanning crypto, conflict of interest concerns, prediction markets, and a whole lot more.

Elsewhere in the hour: hear a fresh read from the ground when it comes to AI demand with the CEO of Cadence Design (as shares pop on strong earnings)... and the details on Nvidia's new AI chip deal with Meta.

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Tech Gains, Meta-Nvidia "Millions," Titans and the AI trade 2/18/26

podcasts@cnbc.com (CNBC) — Wed, 18 Feb 2026 15:58:59 +0000

Carl Quintanilla, Jim Cramer and David Faber explored Wednesday's gains in the tech sector, one day after the Nasdaq snapped a four-session losing streak and Amazon ended nine consecutive days of losses. Meta expands its deal with Nvidia to purchase millions of chips from the world's most valuable company. The anchors also discussed the latest on Anthropic and the most dominant AI titans. Also in focus: Microsoft as this year's worst performer among the Magnificent 7, Palo Alto Networks slides, what Netflix Co-CEO Ted Sarandos told CNBC about regulatory issues and the company's offer to buy Warner assets, Oil rises on U.S.-Iran tensions, "Faber Report" on MSG Sports exploring a split of its New York Knicks and Rangers businesses.

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SOTS 2nd Hour: Volatility Abound, 'AI-Proof' Software Stocks, & The Warner Bros. Discovery Saga 2/17/26

podcasts@cnbc.com (CNBC) — Tue, 17 Feb 2026 16:23:24 +0000

Carl Quintanilla, Seema Mody, and David Faber broke down another morning of early pressure on the indices, with software stocks leading declines yet again. Hear market veteran Mohamed El-Erian's take on what he would do if he were a trader here - along with a deep-dive on how to 'AI-proof' your portfolio with one former Coatue director turned portfolio manager. Plus: If you can't beat them... Partner with them? Former Ford CEO Mark Fields joined the team to break down reports Ford is eyeing a possible joint venture with Chinese automakers... While David brought his own reporting around developments in the saga for Warner Bros. Discovery.

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Tech Weakness and AI Fears, WBD-Paramount Talks, Ford's China EV Message 2/17/26

podcasts@cnbc.com (CNBC) — Tue, 17 Feb 2026 15:57:20 +0000

Carl Quintanilla, David Faber and Michael Santoli led off the show with continuing weakness in tech, software and other sectors in wake of fears about AI. Warner Bros. Discovery says it will restart deal talks with Paramount Skydance despite urging shareholders to back Netflix's takeover offer. Ford refutes reports that it has asked the Trump Administration to allow Chinese EV technology into the U.S. — hear what Ford executives told CNBC about what the automaker is doing when it comes to joint ventures. Also in focus: Amazon's nine-session losing streak, Apple's podcast push, the stocks rising on activism moves, Danaher to buy Masimo in a $10 billion deal, why "The Late Show" host Stephen Colbert is slamming CBS.

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SOTS 2nd Hour: Roku & Airbnb CEOs Talk Earnings, Today's Movers To Know, and Navarro's Tariff Update 2/13/26

podcasts@cnbc.com (CNBC) — Fri, 13 Feb 2026 16:31:42 +0000

Carl Quintanilla, Courtney Reagan, and Michael Santoli capped off a big week of volatility and earnings with a panel of market veterans: Moody's Mark Zandi and former Leuthold Group CIO Jim Paulsen, before a deep-dive into 2 of the morning's biggest reports - Airbnb & Roku, with the CEOs of both companies. Hear how Roku is bullish on AI's opportunity to drive down costs - and why the CEO of Airbnb says his company's built to ride the disruption.

Plus: more on the day's biggest earnings reports - spanning Moderna's big earnings beat driving shares higher, to the tariff headwind slamming Pinterest shares.

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Inflation Watch, AI Fears, the Tech Sell-Off and Beyond 2/13/26

podcasts@cnbc.com (CNBC) — Fri, 13 Feb 2026 15:50:00 +0000

Carl Quintanilla, Scott Wapner and Michael Santoli led off the show with market reaction to January CPI: Consumer inflation was tamer-than-expected. The anchors drilled down on the stocks and sectors impacted by AI fears. In the mix after Thursday's tech sell-off: Weakness in shares of Apple and Amazon, Applied Materials surges on earnings thanks to the AI boom.

Also in focus: A tale of two consumer sectors in February — staples surge while discretionary stocks slide, Rivian soars, the "surge in blowups," the "hedge America" trade, the anchors react to what Treasury Secretary Scott Bessent, Goldman Sachs CEO David Solomon and Airbnb CEO Brian Chesky told CNBC in eye-opening interviews.

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SOTS 2nd Hour: The State of 'Truflation', AI Private Credit Check, & Is Software Oversold Here? 2/12/26

podcasts@cnbc.com (CNBC) — Thu, 12 Feb 2026 16:08:48 +0000

Carl Quintanilla, Sara Eisen, and David Faber kicked off the hour with a look at inflation - including a new alternative data source cited by the Treasury - ahead of tomorrow's CPI report. Citi Wealth's CIO joined the team with more on what it all could mean for markets, and possible rate cuts ahead... Before the team did a deep-dive on software: spanning the names worth buying here, according to a longtime veteran in the space (who's also in investor in Anthropic) - and what the AI buildout means for private credit as concerns grow over possible contagion risks... Goldman's Head of Corporate Credit is bullish as ever here.

Plus: more on the day's biggest earnings reports - spanning exclusive commentary from the CFO of McDonalds, to what the street's saying about Cisco's numbers (as shares look for their worst day since April of last year).

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The Cisco Skid, McDonald's "Value" Beat, Trump Tariff Setback in the House 2/12/26

podcasts@cnbc.com (CNBC) — Thu, 12 Feb 2026 15:52:05 +0000

Carl Quintanilla, David Faber and Michael Santoli discussed the markets and sectors that are thriving in wake of the recent pullback in tech. Add commercial real estate stocks to the list of equities hit by AI fears. Shares of Cisco down sharply as guidance on soaring memory chip costs overshadowed a Q2 earnings beat. McDonalds posted better-than-expected quarterly results, citing its emphasis on value meals and affordability. The anchors reacted to the House's passage of a resolution to overturn President Trump's tariffs on Canada. Also in focus: What the CEO of FedEx told CNBC ahead of the company's investor day, AppLovin's earnings and the slump in software stocks, a $13.5 billion deal to create a transatlantic asset-management giant.

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SOTS 2nd Hour: White House Jobs Reaction, Goldman's Chief Economist, & LIVE: Robinhood CEO 2/11/26

podcasts@cnbc.com (CNBC) — Wed, 11 Feb 2026 16:38:41 +0000

January payrolls coming in FAR above expectations:

Carl Quintanilla, Sara Eisen, and David Faber broke down the numbers, and got the White House's first reaction to the print with Counselor to the Treasury Joe Lavorgna - before later discussing what it means for the Fed with Goldman Sachs' Chief Economist Jan Hatzius. Plus - AI concerns have crushed software stocks year-to-date... Are contagion concerns overblown here? Hear Apollo Asset Management Co-President John Zito's read from the ground on how it could be an opportunity for private credit markets.

Around the edges: Sara brought new behind-the-scenes reporting on Kraft Heinz's decision to pause their planned split; David gave his take on T-Mobile results; and the CEO of Robinhood joined the team for a wide-ranging interview spanning crypto, quarterly results, and even what he thinks of a California wealth tax.

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"Jobs Wednesday," Robinhood Slides, Mattel Plummets 2/11/26

podcasts@cnbc.com (CNBC) — Wed, 11 Feb 2026 15:47:56 +0000

Carl Quintanilla, David Faber and Michael Santoli discussed the stronger-than-expected January jobs report — and what it could mean for Fed rate policy going forward.

On the earnings front: Robinhood shares tumbled on weaker-than-expected crypto trading revenue, Mattel shares plunged on a quarterly miss and disappointing guidance,

Shopify President Harley Finkelstein joined the program to talk about the e-commerce company's results and its outlook on AI growth. Also in focus: AI's impact on brokerage stocks, Elon Musk's comments on AI and jobs, Kraft Heinz pauses plans to split up the company, "Magnificent 7" movers, the FAA 's brief closure of El Paso, Texas airspace.

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SOTS 2nd Hour: Coca-Cola CEO, Marriott CEO, & Evercore's S&P Bull Call 2/10/26

podcasts@cnbc.com (CNBC) — Tue, 10 Feb 2026 16:11:53 +0000

A busy morning of when it comes to earnings:

Carl Quintanilla, Sara Eisen, and David Faber kicked off the hour with two of them - Coca-Cola & Marriott... The CEOs of both companies joined the team with their read on the consumer, the numbers, and more. Plus: why Evercore still sees a higher S&P ahead - despite growing AI debt concerns - with the firm's Head of Equity Strategy.

Also in focus: all the earnings names you should be watching here, from Astrazeneca to Datadog to Spotify - and David's new reporting on Paramount's enhanced offer to buy Warner Brothers Discovery.

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Squawk on the Street 2/10/26

podcasts@cnbc.com (CNBC) — Tue, 10 Feb 2026 15:57:54 +0000

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SOTS 2nd Hour: Dow Hits New Record High, Sam Altman Touts ChatGPT Reacceleration, “Bash All Day, Buy All Night” 2/9/26

podcasts@cnbc.com (CNBC) — Mon, 9 Feb 2026 16:08:52 +0000

The Dow rallies in early market trade, reversing direction to hit a new record high. Citi lays out where they think stocks go next. Then some new reporting by CNBC details OpenAI CEO Sam Altman’s rallying cry to employees as pressure mounts from Anthropic. And could a wave of anti-American sentiment hit the markets? Rockefeller’s Ruchir Sharma explains why it’s not likely.

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Dow 50k, Big Tech's AI Spending Spree, & What's Next For Bitcoin 2/9/26

podcasts@cnbc.com (CNBC) — Mon, 9 Feb 2026 15:23:57 +0000

Stocks and crypto coming off another volatile week:

Carl Quintanilla, Michael Santoli and David Faber kicked off the hour with a look at the state of the Big Tech trade - as value names like Caterpillar and Walmart power the Dow above 50k for the first time ever. Are AI capex plans still a huge risk for investors? The team discussed whether an early morning rebound for names like Oracle has legs here... and if there's more pain to come in the crypto space, with Bitcoin holding on above $65k. Plus: get a look at the staggering numbers around Super Bowl wagers - and what it could mean for gaming stocks.

Also in focus: the latest out of a growing battle over the future of weightloss drugs - as Novo Nordisk files a new lawsuit against Hims & Hers... and a deep dive on how AI's changing the game for one of America's oldest banks.

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CNBC Investing Club: Cramer’s Morning Take on Alphabet 2/6/26

podcasts@cnbc.com (CNBC) — Fri, 6 Feb 2026 16:34:32 +0000

Cramer says he wants investors to buy this megacap tech stock. This episode contains a preview of exclusive content from the members-only CNBC Investing Club morning meeting. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market’s biggest headlines, analyst calls and holdings in the Charitable Trust – and see up close how they decide when, and if, to take action on stocks. Sign up here: cnbc.com/morningtake

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SOTS 2nd Hour: Big Tech’s Capex Plans, Amazon Stock Plunges, Musk’s Net Worth Passes $850B 2/6/26

podcasts@cnbc.com (CNBC) — Fri, 6 Feb 2026 16:08:22 +0000

New numbers detail just how much big tech is planning to spend on capex this year. The street showing some concern with many of the Mag 7 names under pressure this week. We talk with one Wall Street analyst who lays out the bull case for Amazon. Plus, Elon Musk’s net worth surging past $850 billion. More details on that staggering wealth gain.

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Amazon's AI Spending Plans, A Bitcoin Strategy, & LIVE: Affirm CEO Talks Earnings 2/6/26

podcasts@cnbc.com (CNBC) — Fri, 6 Feb 2026 15:26:18 +0000

Amazon the latest big tech name to announce blockbuster AI spending plans:

Carl Quintanilla, Jim Cramer and David Faber began the hour breaking down the news - along with mixed results from the name and how to trade them. With the NASDAQ on pace for its worst week since November, are there software names worth taking a look at here? The team discussed Cramer's predictions when it comes to long-term winners and losers here, along with what comes next for the broader markets after this week's volatility... and Bitcoin.

Plus: Affirm CEO Max Levchin joined the broadcast to breakdown new numbers from the company - and the team broke down other key movers of the early trade, from Stellantis to Reddit to Strategy.

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CNBC Investing Club: Cramer’s Morning Take on Dupont 2/5/26

podcasts@cnbc.com (CNBC) — Thu, 5 Feb 2026 17:32:26 +0000

Cramer explains why the Club is selling some shares in this materials company after a 38% rally. This episode contains a preview of exclusive content from the members-only CNBC Investing Club morning meeting. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market’s biggest headlines, analyst calls and holdings in the Charitable Trust – and see up close how they decide when, and if, to take action on stocks. Sign up here: cnbc.com/morningtake

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SOTS 2nd Hour: Elon Musk’s Attorney, Street Reacts to Alphabet Earnings, Hershey CEO on Results 2/5/26

podcasts@cnbc.com (CNBC) — Thu, 5 Feb 2026 16:29:42 +0000

Attorney to Elon Musk Jay-Z and other stars, Alex Spiro joins the show. Representing a host of clients pushing back against a California wealth tax. Then the street reacts to Alphabet results and its planned AI spending. Jefferies lays out the bull case. Plus the CEO of Hershey breaks down earnings and the impact of tariffs and the cost of goods on business.

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Alphabet's Blockbuster AI Spending Plans, Chips On The Move, & LIVE: Arm CEO Talks Results 2/5/26

podcasts@cnbc.com (CNBC) — Thu, 5 Feb 2026 15:21:33 +0000

Carl Quintanilla, Jim Cramer and David Faber kicked off the hour with a look at new numbers out of Google parent Alphabet - as they project huge AI spending in 2026 that could top $185B in 2026. Plus: hear what part of tech Cramer's calling a "winner take all" market - and the stocks he's calling a buy here... Along with a deep-dive on the chips: as memory shortage concerns hit shares of Qualcomm, and Arm CEO Rene Haas joins the team to breakdown new numbers from his company.

Around the edges: the anchors broke down new comments from the President around possible rate cuts ahead, Estée Lauder's tariff warning sending shares slumping, and Bitcoin's fresh move lower.

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SOTS 2nd Hour: AMD Sinks on Results, Treasury Secretary Bessent Testifies on Capitol 2/4/26

podcasts@cnbc.com (CNBC) — Wed, 4 Feb 2026 16:42:58 +0000

AMD shares fall on weaker than expected guidance. One of wall street’s top chip analysts, Bernstein’s Stacy Rasgon, helps lay out where the stock could go next. Then Treasury Secretary Scott Bessent testifies on Capitol Hill, taking questions from the House Financial Services Committee. Including a heated back and forth with ranking member Rep. Maxine Waters.

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CNBC Investing Club: Cramer’s Morning Take on Eli Lilly 2/4/26

podcasts@cnbc.com (CNBC) — Wed, 4 Feb 2026 16:31:27 +0000

Cramer says this pharmaceutical giant is ‘so far ahead’ of its peers in drug trials. This episode contains a preview of exclusive content from the members-only CNBC Investing Club morning meeting. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market’s biggest headlines, analyst calls and holdings in the Charitable Trust – and see up close how they decide when, and if, to take action on stocks. Sign up here: cnbc.com/morningtake

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More Software Selling, AMD CEO Live, & Cramer's Earnings Takeaways 2/4/26

podcasts@cnbc.com (CNBC) — Wed, 4 Feb 2026 15:21:06 +0000

Another day of early software stock declines:

Carl Quintanilla, Jim Cramer and David Faber broke down the biggest moves - and names Jim thinks are worth buying the dip for. Chips in focus after a wide-ranging interview with Nvidia CEO Jensen Huang on Mad Money overnight - who shot down rumors of strain in their OpenAI partnership - along with AMD earnings... Hear AMD CEO Lisa Su herself breakdown the numbers and where she sees growth ahead. Plus: the team also discussed how to trade some of the morning's biggest earnings reports - from Chipotle to Eli Lilly to Uber.

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CNBC Investing Club: Cramer’s Morning Take on CrowdStrike 2/3/26

podcasts@cnbc.com (CNBC) — Tue, 3 Feb 2026 16:22:38 +0000

Cramer says this cybersecurity stock will be a great buy despite the pullback. This episode contains a preview of exclusive content from the members-only CNBC Investing Club morning meeting. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market’s biggest headlines, analyst calls and holdings in the Charitable Trust – and see up close how they decide when, and if, to take action on stocks. Sign up here: cnbc.com/morningtake

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SOTS 2nd Hour: PepsiCo CEO Reacts to Earnings, PayPal Names New CEO, Private Credit Pulls Back 2/3/26

podcasts@cnbc.com (CNBC) — Tue, 3 Feb 2026 16:15:55 +0000

The CEO of Pepsi joins the show, first on CNBC. Reacting to earnings and giving his outlook for the consumer. Also weighing in on how immigration enforcement is impacting sales. Plus, PayPal stock getting crushed after disappointing earnings and the announcement of a new CEO. More on that turn-around effort. Then, many names in the private credit sector under pressure, we’ll tell you why and the reason it’s potentially spooking the entire market.

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Disney Chairman Talks New CEO, A Musk Mega-Merger, & Palantir's AI Gains 2/3/26

podcasts@cnbc.com (CNBC) — Tue, 3 Feb 2026 15:26:22 +0000

Carl Quintanilla, Jim Cramer and David Faber kicked off the show with news out of Disney: naming its Parks boss, Josh D'Amaro, as its new CEO. Disney Chairman James Gorman joined the team to discuss the news - and what comes next for the media giant. Plus: David brought his own reporting around news Elon Musk's rocket company SpaceX is acquiring his AI company xAI, in what would be the largest M&A deal in history.

Around the bells - the anchors discussed how to trade another busy morning of earnings, spanning Palantir's earnings beat, Pepsico price cuts, and even C-suite changes at Paypal and HP Inc.

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CNBC Investing Club: Cramer’s Morning Take on Alphabet 2/2/26

podcasts@cnbc.com (CNBC) — Mon, 2 Feb 2026 17:50:29 +0000

Cramer breaks down why this tech giant is ‘such a winner.’ This episode contains a preview of exclusive content from the members-only CNBC Investing Club morning meeting. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market’s biggest headlines, analyst calls and holdings in the Charitable Trust – and see up close how they decide when, and if, to take action on stocks. Sign up here: cnbc.com/morningtake

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Squawk on the Street 2ND Hour 2/2/26

podcasts@cnbc.com (CNBC) — Mon, 2 Feb 2026 17:07:47 +0000

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February Set-up for Stocks, AI Trade Questions & A Disney Deep Dive 2/2/26

podcasts@cnbc.com (CNBC) — Mon, 2 Feb 2026 15:27:21 +0000

Carl Quintanilla, Jim Cramer and David Faber kicked off the show with a look at tech's biggest stories of the morning: from a new equity raise out of Oracle to Nvidia reportedly getting cold feet around their OpenAI commitments... The anchors also hit some of the morning's biggest movers - from Gold to Bitcoin to Disney, as shares of the latter name fall despite solid results. Plus: are health insurers worth taking a look at here? Hear Jim's take on Humana, as Morgan Stanley downgrades the name this morning... and David Faber's latest reporting on news out of Warner Bros. Discovery.

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Cramer’s Morning Take: Apple 1/30/26

podcasts@cnbc.com (CNBC) — Fri, 30 Jan 2026 16:21:58 +0000

Cramer says this tech giant’s stock ‘should be bought’ post-earnings. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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SOTS 2nd Hour: A New Fed Chair? Warsh Reaction from Kevin Hassett, Apollo's Chief Economist, & More 1/30/26

podcasts@cnbc.com (CNBC) — Fri, 30 Jan 2026 16:12:48 +0000

President Trump finally announcing his pick for Fed chair: Kevin Warsh. Carl Quintanilla, Sara Eisen, and David Faber are all over the news this hour - with a deep-dive spanning his public comments as Fed governor back in 2008, to more on what it means for stocks with Apollo Global's Chief Economist. Plus: 2 Wall Street veterans who have worked with Warsh also gave their take - before the team caught up with one guest who was even seen as a front-runner in the race previously, NEC Director Kevin Hassett.

Also in focus: what's driving Sandisk shares surging, Chevron's CEO on the company's fate in Venezuela, and why Apple shares are falling post-results despite strong iPhone sales.

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Trump Picks Warsh for Fed Chair, Apple Beats, Chevron CEO "First on CNBC" 1/30/26

podcasts@cnbc.com (CNBC) — Fri, 30 Jan 2026 15:47:48 +0000

Carl Quintanilla, Jim Cramer and David Faber led off the show with a long-awaited decision from President Trump: He named Fed governor Kevin Warsh as his pick to succeed Jerome Powell as Fed chair. The anchors explored market reaction to the news, as well as what a Warsh-led Fed could mean for rate policy and investors. Apple shares failed to get a lift despite a Q1 earnings beat and strong iPhone sales. Hear what Jim had to say about investing in Apple now. Chevron CEO Mike Wirth joined the program to discuss the energy giant's better-than-expected quarterly results and reviving oil production in Venezuela.

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Cramer’s Morning Take: Meta 1/29/26

podcasts@cnbc.com (CNBC) — Thu, 29 Jan 2026 16:37:08 +0000

Cramer explains why this tech giant’s stock rose post-earnings. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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SOTS 2nd Hour: Big Tech, Big Earnings - Investor Takeaways from Meta, Microsoft, Tesla & More Results 1/29/26

podcasts@cnbc.com (CNBC) — Thu, 29 Jan 2026 16:11:26 +0000

Tech the story of the day with key reports out of: Meta, Microsoft, Tesla, & IBM... Carl Quintanilla, Sara Eisen, and David Faber broke down all 4 reports - with key color this hour from some of the street's top analysts, a former Tesla Board Member, and even the CEO of IBM himself.

Plus: stocks selling off as the first hour of trading rolled along - the key movers to watch, what's driving declines in software, and more with CFRA's Chief Investment Strategist.

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"Magnificent 7" Earnings Reaction: Meta Surges, Tesla Jumps, Microsoft Slumps 1/29/26

podcasts@cnbc.com (CNBC) — Thu, 29 Jan 2026 16:01:07 +0000

Carl Quintanilla, Jim Cramer and David Faber engaged in a wide-raging discussion about better-than-expected quarterly results from "Magnificent 7" tech giants Meta Platforms, Tesla and Microsoft. Shares of Meta surged as its plans for AI overshadowed concerns about a boost in capex. Tesla also saw its shares rise: The anchors reacted to the electric vehicle maker's decision to shelve the "Model S" and "Model X" — and shift toward producing robots. Microsoft shares tumbled on slowing cloud growth and a boost in AI spending. Honeywell CEO Vimal Kapur joined the program to discuss earnings, AI and the company's spin-off strategy. Also in focus: IBM and Caterpillar among the earnings winners, gold and silver hit new all-time highs.

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SOTS 2nd Hour: U.S. Treasury Secretary LIVE, Fed Decision Predictions, & Altimeter's Brad Gerstner 1/28/26

podcasts@cnbc.com (CNBC) — Wed, 28 Jan 2026 17:14:04 +0000

A big day in Washington D.C. as the Treasury Department hosts its "Trump Accounts Summit"... Where the President is slated to speak later this morning. Sara Eisen is live on the scene this hour - alongside David Faber and Carl Quintanilla at the New York Stock Exchange. Hear from the U.S. Treasury Secretary himself, Scott Bessent, in a wide-ranging deep-dive to start the hour - before Altimeter Capital Founder & OpenAI investor Brad Gerstner also joined the broadcast.

Plus: one longtime market veteran joined the team with his expectations around today's Fed decision - while David and Carl broke down today's biggest movers, from Softbank to AT&T.

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Cramer’s Morning Take: Starbucks 1/28/26

podcasts@cnbc.com (CNBC) — Wed, 28 Jan 2026 16:37:44 +0000

Cramer says don’t sell this coffee giant’s stock yet. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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S&P 500 Hits 7,000, AI Trade-Chips Rally, Fed Decision Day 1/28/26

podcasts@cnbc.com (CNBC) — Wed, 28 Jan 2026 15:33:10 +0000

Carl Quintanilla, Jim Cramer and David Faber discussed what to make of the S&P 500 hitting the 7,000 level for the first time. The broader market index was propelled past that milestone by the AI trade, as results from ASML helped to spark a jump in semiconductor stocks and tech overall. The rally sets the stage for after-the-bell earnings from three of mega-tech's "Magnificent 7" — Microsoft, Meta and Tesla. The anchors also explored what to expect from Wednesday's Fed decision on rates and the path ahead for monetary policy. Also in focus: Amazon to cut 16,000 additional jobs, Starbucks among the earnings winners, sources tell David that SoftBank is close to investing an additional $30 billion in OpenAI, President Donald Trump's weaker dollar message, First Lady Melania Trump rings the opening bell at the NYSE.

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Cramer’s Morning Take: Corning 1/27/26

podcasts@cnbc.com (CNBC) — Tue, 27 Jan 2026 17:01:14 +0000

Cramer says don’t sell this stock because it could reach $200 per share. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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SOTS 2nd Hour: Insured Losses, Apollo's Chief Economist, & An AI CEO's New Warning 1/27/26

podcasts@cnbc.com (CNBC) — Tue, 27 Jan 2026 16:20:17 +0000

Carl Quintanilla, Sara Eisen, and David Faber kicked off the hour with a fresh debate around the latest trade headlines - before Apollo Chief Economist Torsten Slok broke down what it all means for stocks. At the bottom of the S&P? Health insurance stocks... sliding on a new medicare proposal out of the White House. Hear more from one analyst who says to buy the dip here.

Also: a multitude of A.I. headlines - as one key CEO pens a fresh warning for humanity, Meta signs a new deal with Corning sending those shares surging, and investors eye Chinese competition (on the 1-year anniversary of the DeepSeek related sell-off). A.I. expert X. Eyeé joined the team with a deep-dive on all of it.

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Trump and the Health Insurers' Sell-Off, Boeing CEO Exclusive, GM Among the Earnings Winners 1/27/26

podcasts@cnbc.com (CNBC) — Tue, 27 Jan 2026 15:49:21 +0000

Carl Quintanilla, Jim Cramer and David faber explored the sell-off in UnitedHealth and other health insurance stocks, after the Trump Administration proposed Medicare Advantage rates for 2027 that are nearly flat. Boeing CEO Kelly Ortberg joined the program to discuss the company's Q4 revenue beat and jump in airplane deliveries. General Motors shares get a lift on a Q4 earnings beat, upbeat profit guidance, a 20-percent dividend hike and declaration of a $6 billion stock buyback. Also in focus: More earnings winners and losers, Meta-Corning $6 billion fiber-optic cable/AI data center deal, Anthropic CEO's essay on the future of AI comes with a warning about the technology.

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Squawk on the Street 2ND Hour 1/26/26

podcasts@cnbc.com (CNBC) — Mon, 26 Jan 2026 17:08:19 +0000

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Cramer’s Morning Take: Nvidia 1/26/26

podcasts@cnbc.com (CNBC) — Mon, 26 Jan 2026 17:02:18 +0000

Cramer says the drift out of these Wall Street darlings may be overdone. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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CEOs' Letter on Minneapolis Turmoil, Nvidia and CoreWeave CEOs Exclusive, Winter Storm Impact 1/26/26

podcasts@cnbc.com (CNBC) — Mon, 26 Jan 2026 15:29:27 +0000

Carl Quintanilla, Jim Cramer and David Faber discussed the open letter from more than 60 CEOs of Minnesota-based companies including 3M, Target and UnitedHealth. It calls for state and federal officials to de-escalate tensions and work together in wake of the turmoil in Minneapolis — after federal immigration agents fatally shot a U.S. citizen for the second time this month. CoreWeave shares soared on news that Nvidia is investing $2 billion in the cloud computing firm -- as part of an extension of their AI partnership. Nvidia CEO Jensen Huang and CoreWeave CEO Mike Intrator joined the program exclusively to talk about their companies' alliance and the AI landscape. Also in focus: Winter storm impact, four "Mag 7" companies lead this week's earnings parade, "Squawk on the Street" anchors ring the NYSE opening bell in celebration of the show's 20 years on CNBC.

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SOTS 2nd Hour: Intel Slumps, Software Scrutiny, & Winter Weather Market Impacts 1/23/26

podcasts@cnbc.com (CNBC) — Fri, 23 Jan 2026 16:19:59 +0000

Carl Quintanilla, Contessa Brewer, and Michael Santoli kicked off the hour with a look at the volatile week - before getting longtime market vet Jeremy Siegel's take on the action. Plus: tech in focus as Intel shares slump post-results, and software stocks continue to see scrutiny... Hear key analysis - and stock picks - around both stories this hour.

Also in focus: the East Coast bracing for a massive winter storm over the weekend. What it means for energy - and how it could be a key test at the intersection of AI and travel.

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Cramer’s Morning Take: Capital One 1/23/26

podcasts@cnbc.com (CNBC) — Fri, 23 Jan 2026 16:18:10 +0000

Cramer says he’s confident this financial stock can rise dramatically. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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Intel Tumbles, Nvidia Rises, Winter Storm Impact 1/23/26

podcasts@cnbc.com (CNBC) — Fri, 23 Jan 2026 15:36:50 +0000

Carl Quintanilla and Jim Cramer led off the show with AI trade. A lift for Nvidia shares: Officials in China reportedly told Alibaba and other tech giants in the country to prepare orders for Nvidia's H200 AI chips. On the flip side, Intel shares tumbled on disappointing guidance and supply constraints. How should you play what has been a red-hot semiconductors group? The anchors also discussed what to make of record highs for the Russell 2000, Dow Transports and precious metals. Natural gas prices surge and airlines cancel hundreds of flights — in preparation for a powerful winter storm set to impact much of the U.S. this weekend. Also in focus: President Trump sues JPMorgan Chase and its CEO Jamie Dimon, Capital One's CEO sounds off about capping credit card rates, Elon Musk's Davos message on self-driving cars, what GE Aerospace CEO Larry Culp told CNBC about the company's guidance.

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SOTS 2nd Hour: DAVOS - Dell CEO, Scale AI CEO, & Elon Musk Talks Robotics 1/22/26

podcasts@cnbc.com (CNBC) — Thu, 22 Jan 2026 16:55:02 +0000

Carl Quintanilla, Sara Eisen, and David Faber kicked off the hour with the latest on the geopolitical front out of Davos after a headline filled 24-hours. What investors should know - plus market takeaways with Allianz' Mohamed El-Erian.

In Davos: Sara was able to sit down with the CEO of Dell, in a wide-ranging interview spanning his pledge to invest in America's children to A.I. impacts on the workforce... before later on checking in with the CEO of Scale A.I. - a start-up last valued at more than $29B when Meta took a stake in the summer... and then poached then-CEO Alexandr Wang. Plus: Elon Musk being interviewed at Davos during the hour by Blackrock's Larry Fink, and the team listened in live.

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Stocks Extend Rebound Rally, Trump's Greenland Message, Intel and Chips' Hot January Rally 1/22/26

podcasts@cnbc.com (CNBC) — Thu, 22 Jan 2026 15:32:23 +0000

Carl Quintanilla, Jim Cramer and David Faber explored stocks extending Wednesday's rebound rally, which was sparked by President Trump pulling back his threat to hike tariffs on European nations over Greenland — and saying the U.S. will not use military force to acquire the Danish territory. Hear what the president told CNBC at the World Economic Forum in Davos, Switzerland about the "framework for a future deal" regarding Greenland. Also out of Davos: JPMorgan Chase CEO Jamie Dimon on immigration, Wells Fargo CEO Charles Scharf's take on credit card rate caps and OpenAI Chairman Bret Taylor on AI bubble talk. Intel leads a red-hot January for semiconductors: The stock trading at a four-year high ahead of its after-the-bell earnings report. Also in focus: Earnings from Procter & Gamble and GE Aerospace, "Faber Report" on Paramount's offer for Warner Bros. Discovery.

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Cramer’s Morning Take: Capital One 1/21/26

podcasts@cnbc.com (CNBC) — Wed, 21 Jan 2026 16:36:19 +0000

Cramer says he would sell this financial stock if credit card rates are capped. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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SOTS 2nd Hour: Trump Talks Greenland, Citadel's Ken Griffin, & Thoma Bravo's Orlando Bravo 1/21/26

podcasts@cnbc.com (CNBC) — Wed, 21 Jan 2026 16:17:15 +0000

Carl Quintanilla, Sara Eisen, and David Faber kicked off the hour with reaction to President Trump's latest remarks at Davos - as stocks jumped on new comments around Greenland. Citadel's Ken Griffin (at Davos for the first time in over a decade) gave his first reaction on the backside - along with his take on the macro, geopolitics and more. Plus: Sara also checked in with one of tech's biggest dealmakers in Davos - Thoma Bravo's Orlando Bravo - about why the recent software sell-off could be a buying opportunity.

Also in focus: the key movers of the day, from Netflix slumping post-results to big gains for the chips. What's driving those moves, this hour.

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Pres. Trump in Davos: "I Won't Use Force" to Take Greenland 1/21/26

podcasts@cnbc.com (CNBC) — Wed, 21 Jan 2026 16:02:12 +0000

President Donald Trump delivered a wide-ranging speech at the World Economic Forum in Davos, Switzerland. Stocks rose after the president said "I won't use force" to take over Greenland. Trump's comment comes one day after a global market sell-off, sparked by his threat to raise tariffs on eight European nations who oppose a U.S. acquisition of Greenland. The president also spoke about issues including U.S. economic strength, housing in America, AI and Venezuela — along with some harsh words for Europe and NATO. Trump also engaged in a Q&A session.

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Cramer’s Morning Take: Alphabet 1/20/26

podcasts@cnbc.com (CNBC) — Tue, 20 Jan 2026 17:03:24 +0000

Cramer says he wants to buy more of this tech giant’s stock prior to Thursday’s monthly meeting. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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SOTS 2nd Hour: Tariff Threats & The Market Picture; Plus: LIVE from Davos (Citi CEO, Salesforce CEO, Micron CEO) 1/20/26

podcasts@cnbc.com (CNBC) — Tue, 20 Jan 2026 16:59:47 +0000

Stocks under pressure but off the lows as the President dials up his rhetoric and tariff threats around Greenland: Sara Eisen, David Faber, and Michael Santoli kicked off the hour with the latest and a look at what's moving in early trading - before breaking down the macro with a number of high profile interviews, live from the World Economic Forum in Davos... Today: Citi CEO Jane Fraser, Oracle's Marc Benioff, and Micron CEO Sanjay Mehrohtra.

Plus: the latest on Netflix's newest offer in its bid for Warner Brothers Discovery.

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Market Sell-Off, Trump Tariff Threat, Netflix Amends WBD Offer to All-Cash 1/20/26

podcasts@cnbc.com (CNBC) — Tue, 20 Jan 2026 15:32:40 +0000

David Faber and Jim Cramer kicked off the holiday-shortened trading week with the markets in sell-off mode — as President Trump ramps up his push to annex Greenland and threatens double-digit tariffs on eight European nations opposed to such a move. Jim explores how investors should navigate Tuesday's pullback. David breaks down Netflix's amended offer to acquire Warner Bros. Discovery's studio and streaming assets: It's now an all-cash deal. Hear what Treasury Secretary Scott Bessent told CNBC at the World Economic Forum in Davos, Switzerland — from his message to Europe on Greenland, to comments about Fed Chair Jerome Powell's plans to attend the Supreme Court hearing on the case involving Fed Governor Lisa Cook. Also in focus: AI news galore, Amazon CEO Andy Jassy in Davos on tariffs and the consumer, 3M shares fall despite an earnings beat.

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Cramer’s Morning Take: GE Vernova 1/16/26

podcasts@cnbc.com (CNBC) — Fri, 16 Jan 2026 16:36:58 +0000

Cramer says this energy tech company’s stock deserves to be ‘radically higher.’ Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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SOTS 2nd Hour: Software Slump, & Washington's Affordability Push - Energy & The Autos w/Transportation Sec. Duffy 1/16/26

podcasts@cnbc.com (CNBC) — Fri, 16 Jan 2026 16:30:08 +0000

Sara Eisen & David Faber kicked off the hour with a look at consumer affordability ahead of some key White House events today around the topic - before breaking down the market picture with Trivariate's Adam Parker, along with one tech analyst who says investor sentiment hasn't been this negative on software in a decade.

Plus: alternative energy stocks jumping as a key group reportedly meets at the White House today to talk about AI power - hear the latest reporting, this hour... and a deep-dive on the Administration's newest push on auto affordability in a wide-ranging all-star interview you don't want to miss with Transportation Sec. Sean Duffy, the head of the EPA Lee Zeldin, and USTR's Jamieson Greer.

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Chips Extend Rally, Micron CEO "First on CNBC," Five More Years for Dimon? 1/16/26

podcasts@cnbc.com (CNBC) — Fri, 16 Jan 2026 15:46:21 +0000

David Faber and Jim Cramer delved into the chip sector rally: The U.S. and Taiwan reached a trade agreement to build chips and chip factories on American soil in a $250 billion deal. Micron CEO Sanjay Mehrotra joined the program "First on CNBC" — and discussed breaking ground on a new chipmaking complex in upstate New York. Micron shares have more than tripled over the past twelve months. At an event in Washington, DC on Thursday, JPMorgan Chase CEO Jamie Dimon said he'd like to stay at his job for "at least" five more years — but was he joking? Also in focus: The S&P 500 moves closer to 7,000, Elon Musk-OpenAI trial, new developments in the battle for Warner Bros. Discovery.

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Cramer’s Morning Take: BlackRock 1/15/26

podcasts@cnbc.com (CNBC) — Thu, 15 Jan 2026 16:50:23 +0000

Cramer says this investment firm’s CEO is as bullish as he’s ever been. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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SOTS 2nd Hour: Semis Surge, Fmr. Treasury Secretary Lew & The Big Banks Breakdown: Day 2 1/15/26

podcasts@cnbc.com (CNBC) — Thu, 15 Jan 2026 16:30:51 +0000

Carl Quintanilla, Sara Eisen, & David Faber kicked off the hour with fresh jobs data boosting stocks - as tech stocks surge in early trading thanks to strong results out of the world's biggest semiconductor manufacturer. The team broke down both stories and their market impact with one longtime market veteran, before also diving into the banks this morning as Goldman Sachs and Morgan Stanley gain post-results.

Also in focus: U.S.-Iran tensions simmering after new sanctions were announced during the hour - hear veteran energy expert Helima Croft's take on the action... and a deep-dive on what's next in the DOJ's Powell probe with former Treasury Secretary Jack Lew, who calls Fed independence "one of the underpinnings of our economy".

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Tech Rebounds on Taiwan Semi/AI Trade, BlackRock CEO Larry Fink Exclusive, Big Bank Earnings Wrap-up 1/15/26

podcasts@cnbc.com (CNBC) — Thu, 15 Jan 2026 15:52:31 +0000

Carl Quintanilla, Jim Cramer and David Faber led off the show with the rebound in tech, sparked by Taiwan Semiconductor posting a Q4 earnings beat and boosting capital spending guidance thanks to strong AI demand. President Trump clearing the way for Nvidia H200 chip sales to China also lifted sentiment. In a CNBC Exclusive, BlackRock CEO Larry Fink joined the anchors at Post 9 and talked about issues including the Fed, AI and investing in America. They also discussed BlackRock's earnings beat and record assets of more than $14 trillion. Also in focus: Goldman Sachs and Morgan Stanley are the last of the big banks to post earnings, oil prices fall on news involving Trump and Iran.

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SOTS 2nd Hour: The Big Banks Breakdown, Value Investing Picks, & A Washington Wrap-up 1/14/26

podcasts@cnbc.com (CNBC) — Wed, 14 Jan 2026 16:50:21 +0000

Carl Quintanilla, Sara Eisen, & David Faber kicked off the hour with a banks breakdown - including key commentary from executives - before breaking down a number of macro headlines (from Powell pressure to a possible SCOTUS tariffs decision) with former Cleveland Fed President Loretta Mester along with Raymond James' lead U.S. policy analyst. Plus: the value investing playbook with one longtime investor in the space - Oakmark's Bill Nygren... and the latest out of a congressional underway this hour to potentially ban stock trading by lawmakers.

Also in focus: Tesla making a big shift when it comes to their Full Self Driving tech - what it means for consumers and shareholders... and a deep-dive on the key names getting hit by renewed scrutiny in China.

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Bank Earnings Day Two, Trump vs. Powell, "Good News, Bad News" Inflation Picture 1/14/26

podcasts@cnbc.com (CNBC) — Wed, 14 Jan 2026 15:53:45 +0000

On the second day of bank earnings, Carl Quintanilla, David Faber and Sara Eisen explored why shares of Bank of America, Wells Fargo and Citigroup fell in reaction to their respective quarterly results. The anchors discussed President Trump's latest criticism of Jerome Powell in wake of the Justice Department's criminal probe of the Fed chair. The November Producer Price Index came in hotter-than-expected year-on-year, but tamer than forecasts on a month-on-month basis. Also in focus: Trump speaks out on JPMorgan Chase CEO Jamie Dimon, sources tell David that Netflix is likely to make its deal to acquire Warner Bros. assets all-cash, weakness in software stocks, oil prices hit October highs as Trump considers ordering military strikes in Iran.

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SOTS 2nd Hour: More Powell Probe Fallout, CPI Market Impact, & Bank Earnings Breakdown 1/13/26

podcasts@cnbc.com (CNBC) — Tue, 13 Jan 2026 16:27:03 +0000

Carl Quintanilla, Sara Eisen, & David Faber kicked off a big morning on Wall Street with more fallout related to the DOJ-Powell probe, before hitting 2 other key stories of the day: consumer inflation & bank earnings. Evercore's Julian Emanuel and former Barclays CEO Bob Diamond joined the team to give their takes on the action.

Plus: Microsoft out with a new 5-part plan to reduce consumer impact from its growing energy, water, and land use tied to AI... President Brad Smith broke down the move and what comes next this hour.

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DOJ Powell Probe Backlash, JPMorgan Chase's Earnings Beat, Eli Lilly CEO Exclusive 1/13/26

podcasts@cnbc.com (CNBC) — Tue, 13 Jan 2026 15:35:48 +0000

Carl Quintanilla, Jim Cramer and David Faber discussed the Justice Department's criminal probe into Federal Reserve Chair Jerome Powell — and how it's facing blowback from both sides of the aisle on Capitol Hill, as well as condemnation from central bankers around the globe. The anchors also discussed JPMorgan Chase's quarterly beat as the bank's results kick off earnings season. In a CNBC Exclusive at the J.P. Morgan Healthcare Conference in San Francisco, Jim interviewed Eli Lilly CEO David Ricks about obesity drugs and the company's growth into a $1 trillion pharma giant. Also in focus: December CPI holds steady at 2.7% year-on-year, Microsoft's new data center initiative to lower power costs.

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SOTS 2nd Hour: Trump vs. Powell - Yellen Comments, Market Takeaways, & What Comes Next 1/12/26

podcasts@cnbc.com (CNBC) — Mon, 12 Jan 2026 16:22:18 +0000

Carl Quintanilla, Sara Eisen, & David Faber kicked off the hour with new comments from former Treasury Secretary Janet Yellen - not mincing words when it comes to a new DOJ probe targeting Fed Chair Powell - before breaking down the market impact with Truist Wealth's Chief Investing Officer. Plus: former CEA chair Jason Furman joined the team with his take on the action - fresh off a new joint statement with Yellen and other important officials - arguing these moves have highly negative consequences on inflation and the broader economy.

Elsewhere: hear about how the consumer's holding up with the CEO of Shopify - and the latest on media stocks as Paramount files a new lawsuit in its quest to own Warner Bros. Discovery.

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The DOJ's Powell Probe, Trump Slams Exxon Mobil, Apple-Gemini AI Connection 1/12/26

podcasts@cnbc.com (CNBC) — Mon, 12 Jan 2026 16:00:25 +0000

Carl Quintanilla, Jim Cramer and David faber led off the show with the "Sell America" trade amid worries about Fed independence: Fed Chair Jerome Powell said he is facing a Justice Department criminal probe regarding his Capitol Hill testimony about Fed building renovations. Powell added he believes the investigation is a pretext as part of President Trump's push for lower interest rates. The anchors also reacted to Trump threatening to sideline Exxon Mobil from Venezuela after its CEO Darren Woods said the country's oil market is "uninvestable."

Jim discloses what Apple Services chief Eddy Cue told him about Google's Gemini AI. Also in focus: Meta picks a new president, Paramount files a lawsuit against Warner Bros. Discovery, Cramer discusses news coming out of the J.P. Morgan Healthcare Conference in San Francisco — and previews his upcoming CEO interviews from that event.

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Cramer’s Morning Take: Costco 1/9/26

podcasts@cnbc.com (CNBC) — Fri, 9 Jan 2026 16:39:00 +0000

Cramer says this stock is his favorite name in retail. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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SOTS 2nd Hour: December Jobs Report - Goldman's Takeaways, Rockefeller's Ruchir Sharma; Plus - SCOTUS/Tariffs Decision Latest 1/9/25

podcasts@cnbc.com (CNBC) — Fri, 9 Jan 2026 16:14:45 +0000

Carl Quintanilla, Sara Eisen, & David Faber kicked off the hour with a breakdown of December's full jobs report - before breaking down the numbers with an all-star lineup of market veterans, including Rockefeller's Ruchir Sharma and Goldman Sachs Chief Economist Jan Hatzius. Plus: SCOTUS not making a decision on President Trump's tariffs just yet - but Wolfe Research's Head of Policy joined the team with potential outcomes ahead of an official ruling.

Also in focus: GM taking a multibillion-dollar charge tied to scrapped EV plans - the team talked fallout, and whether there's more pain ahead... Along with the latest from Washington ahead of a huge meeting at the White House with energy executives to talk the road ahead in Venezuela.

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Hassett on Jobs, Tariffs and Pres. Trump's Meeting With Oil CEOs 1/9/26

podcasts@cnbc.com (CNBC) — Fri, 9 Jan 2026 15:28:41 +0000

Carl Quintanilla, Jim Cramer and David Faber led off the show with market reaction to the December employment report: Non-farm jobs growth came in lower than expected, up 50,000. The unemployment rate fell to 4.4%. National Economic Council Director Kevin Hassett joined the program with White House reaction to the results. The anchors and Hassett discussed him being in the running for Fed chair, the Supreme Court's upcoming decision on tariffs and what to expect from President Trump's Friday meeting with oil CEOs about reviving production in Venezuela. Also in focus: The stocks surging on Meta's nuclear deals, Amazon's pharmacy to offer Novo Nordisk's Wegovy pill.

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Cramer’s Morning Take: Costco 1/8/26

podcasts@cnbc.com (CNBC) — Thu, 8 Jan 2026 16:55:57 +0000

Cramer says this retailer’s run higher isn’t done yet. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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SOTS 2nd Hour: New Jobs Data, Trump Agenda Latest, & UBS's Healthcare Playbook 1/8/25

podcasts@cnbc.com (CNBC) — Thu, 8 Jan 2026 16:43:33 +0000

Carl Quintanilla, Sara Eisen, & David Faber kicked off the hour with new jobs data - and the latest out of a busy 24 hours from the White House... including the President's latest comments moving defense, housing, and even auto stocks. One longtime market veteran gave her top picks for the volatility - while CNBC's Diana Olick talked fallout for the homebuilders. Plus: Eurasia Group's Ian Bremmer joined the team with his take on the U.S.'s next targets (and top risks) abroad.

Also in focus: UBS's healthcare playbook - as the group rallies to start the year to new highs... and details on CNBC's newest initiative: CNBC Cures.

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Trump Sparks Defense Rally, Paramount Responds to WBD, Alphabet Leapfrogs Apple 1/8/26

podcasts@cnbc.com (CNBC) — Thu, 8 Jan 2026 15:28:55 +0000

Carl Quintanilla, Jim Cramer and David Faber explored what to make of the rally in defense stocks such as Northrop Grumman — after President Trump called for a $1.5 trillion military budget for 2027. Breaking news from David on Paramount Skydance's response to Warner Bros. Discovery after WBD rejected its amended takeover offer. A mega-cap shift in big tech as Alphabet surpasses Apple to become the second-most valuable company. Also in focus: President Trump set to meet with oil company CEOs on Friday to discuss reviving the production of crude in Venezuela, Nvidia's H200 chips and China, Costco's sales beat, "Faber Report" on Elon Musk's lawsuit against OpenAI.

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Cramer’s Morning Take: JPMorgan 1/7/26

podcasts@cnbc.com (CNBC) — Wed, 7 Jan 2026 17:05:38 +0000

Here’s how Cramer is thinking about bank stocks ahead of earnings. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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Market Records and What's Inexpensive, Alaska Air's Big Boeing Jet Order, WBD Rejects Paramount Again 1/7/26

podcasts@cnbc.com (CNBC) — Wed, 7 Jan 2026 16:26:40 +0000

Carl Quintanilla, Jim Cramer and David Faber drilled down on new record highs for the Dow and the S&P 500. Cramer outlined the stocks he believes are inexpensive in this market.

Breaking News: Alaska Airlines buys 110 Boeing jets in what is the carrier's biggest aircraft order in its history. Warner Bros. Discovery rejects Paramount Skydance's amended takeover offer and urges shareholder to support Warner's deal with Netflix. Sources close to the White House tell CNBC that oil sales from Venezuela by the U.S. will continue indefinitely — and that U.S. sanctions against the South American nation will be reduced. Tech domination: Sandisk shares on fire, this month's top ten Nasdaq 100 stocks are all in the chip sector.

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SOTS 2nd Hour: AMD CEO Talks AI, Financials To Bank On, & Cantor's Equity Drawdown Warning 1/6/26

podcasts@cnbc.com (CNBC) — Tue, 6 Jan 2026 16:17:30 +0000

Carl Quintanilla, Sara Eisen, & David Faber kicked off the hour with some reasons to be optimistic about markets and growth into 2026 - before breaking down the bear case with Cantor Fitzgerald's Chief Equity Strategist who's warning of a drawdown ahead. Plus: what comes next in Venezuela as the President says the U.S. could reimburse energy companies to rebuild there... with one expert who says that's no easy task - and UBS's top picks within the financials as the group kicks off 2026 with a big rally to fresh all-time highs.

Also in focus: the state of the AI race and how demand is holding up - with the CEO of AMD, who sat down with the team for a wide-ranging interview, live from one of tech's biggest conferences of the year.

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Cramer’s Morning Take: Nvidia 1/6/26

podcasts@cnbc.com (CNBC) — Tue, 6 Jan 2026 16:13:15 +0000

Cramer says this chipmaker is ‘still the king.’ Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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Dow's "Santa Claus Rally," Jensen Huang's CES Showcase, Venezuela Effect 1/6/26

podcasts@cnbc.com (CNBC) — Tue, 6 Jan 2026 15:34:43 +0000

Carl Quintanilla, Jim Cramer and David Faber led off the show with the Dow at a record closing high, fueled by a rally in banking and oil stocks. The blue-chip index ended Monday's trading session with its best "Santa Claus Rally" in four years. The anchors highlighted Dow components including Chevron, Caterpillar, Goldman Sachs and JPMorgan Chase. Nvidia in the spotlight one day after CEO Jensen Huang unveiled faster AI chips and robotics at CES in Las Vegas. Also in focus: Maduro/Venezuela/Trump developments after Monday's rally in oil stocks, Ford auto sales, chips on the rise, Apple shares under pressure, an investor builds a big stake in Under Armour, the latest on the battle for Warner Bros., Sandisk shares extend their parabolic run-up.

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Cramer’s Morning Take: Chevron 1/5/26

podcasts@cnbc.com (CNBC) — Mon, 5 Jan 2026 16:49:13 +0000

Cramer cautions against energy stock speculation after Maduro arrest. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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SOTS 2nd Hour: Venezuela latest - Market, Geopolitics, Crypto & National Security Implications 1/5/26

podcasts@cnbc.com (CNBC) — Mon, 5 Jan 2026 16:18:42 +0000

Carl Quintanilla, Sara Eisen, & David Faber kicked off the hour with the latest on the breaking news of the day: Venezuela, moments before ousted leader Maduro is due to appear in a New York Court - with wide-ranging implications for global markets, the energy complex, and the geopolitical order.

Hear from a great lineup this hour: Rockefeller's Ruchir Sharma joined the team with a look at the market impact; Signum Global Advisors Founder Charles Myers - who's planning a trip to Venezuela with business leaders to explore investment prospects; and former Trump NSA head H.R. McMaster - with his take on what happens next in the country and beyond.

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Oil Stocks' Venezuela Rally, Maduro Heads to Court, Versant Media's Debut 1/5/26

podcasts@cnbc.com (CNBC) — Mon, 5 Jan 2026 15:35:09 +0000

Carl Quintanilla, Jim Cramer and David Faber led off the show with the U.S. strikes on Venezuela over the weekend, which resulted in the capture of that country's president Nicolas Maduro.

His federal court hearing on drug and weapons charges is slated for Monday in New York. Oil stocks such as Chevron rallied on the prospect of U.S energy companies gaining access to Venezuela's oil reserves. Hear what Cramer is saying about the AI trade in 2026. At the Nasdaq, CNBC parent Versant Media rang the opening bell — celebrating its debut as an independent publicly traded company after being spun off by Comcast. Also in focus: The Dow's new record high, what to expect from Nvidia CEO Jensen Huang's news conference at CES.

Disclosure: Versant is the parent company of CNBC.

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Squawk on the Street 2ND Hour 1/2/26

podcasts@cnbc.com (CNBC) — Fri, 2 Jan 2026 17:00:15 +0000

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2026 Markets, Tesla Deliveries, Mega-Tech Rallies Into the New Year 1/2/26

podcasts@cnbc.com (CNBC) — Fri, 2 Jan 2026 15:31:18 +0000

David Faber and Sara Eisen kicked off the first trading day of 2026 by exploring what to expect from stocks in the new year. In 2025, the major indices posted another year of double-digit gains. The anchors and Phil LeBeau discussed Tesla delivery numbers down 16% for Q4 and in negative territory for a second consecutive year. Mega-tech stocks such as Nvidia, Alphabet, Apple and Amazon began 2026 in rally mode. Jefferies chief strategist David Zervos offered his market and economic outlook for the new year. Mike Santoli broke down market momentum heading into 2026. Also in focus: Williams-Sonoma, RH and Wayfair rally after President Trump delays tariff hikes on furniture and kitchen cabinets.

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Squawk on the Street 2ND Hour: 12/31/25

podcasts@cnbc.com (CNBC) — Wed, 31 Dec 2025 16:49:27 +0000

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Bulls Rule in 2025, AI from Apple to Nvidia, Blinder's Fed Outlook for 2026 12/31/25

podcasts@cnbc.com (CNBC) — Wed, 31 Dec 2025 15:40:54 +0000

David Faber and Sara Eisen wrapped with another year of double-digit gains for the stock market — and highlighted a number of names which more than doubled or tripled their returns in 2025. Lots to discuss on the AI front: What to expect from hyperscalers in the new year, news involving Nvidia and Taiwan Semiconductor — and why 2026 is a critical year for Apple. Former Federal Reserve vice chairman Alan Blinder joined the program to discuss what he's expecting from the Fed next year. Mike Santoli offered his perspective on this year's market trends. Also in focus: Warren Buffett's final day as Berkshire Hathaway CEO, Nike CEO Elliott Hill buys $1 million worth of company shares.

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SOTS 2nd Hour: 2025's Charts of the Year, Tech/Retail Playbooks, & AI Headlines to Know 12/30/25

podcasts@cnbc.com (CNBC) — Tue, 30 Dec 2025 16:23:42 +0000

Sara Eisen and David Faber began the hour with a look at some defining economic charts of the year before breaking down the bull case for stocks with one longtime market veteran. Plus: Meta making a deeper push into AI agents with a new acquisition reportedly worth billions... hear key analysis from D.A. Davidson's Head of Internet Research - and the latest on Softbank fully funding its $40B commitment to OpenAI.

Also in focus: Guggenheim's top retail picks for the new year - including some names you might not expect... Key details from fresh housing data just crossing... and a deep-dive on a new AI start-up hitting the restaurant scene.

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Metals Rebound, SoftBank's $40B Bet on OpenAI, Meta's AI Acquisition 12/30/25

podcasts@cnbc.com (CNBC) — Tue, 30 Dec 2025 15:33:22 +0000

David Faber and Sara Eisen discussed precious metals rebounding from Monday's sell-off — which resulted in the worst day for silver in almost five years. AI in the spotlight: Sources told David that SoftBank has completed its $40 billion investment commitment to OpenAI. Meta has agreed to acquire Singapore-based AI startup Manus. The anchors reacted to President Trump's harsh words for Fed Chair Powell. 2026 outlook: Semiconductors and the AI trade, commercial real estate, media and the battle for Warner Bros.

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SOTS 2nd Hour: Debasement Trade, Software Vs. Hardware, & Trump's High Stakes Mar-A-Lago Meetings 12/29/25

podcasts@cnbc.com (CNBC) — Mon, 29 Dec 2025 16:22:41 +0000

Sara Eisen, and David Faber began the hour with a look at the precious metals rally - and why it's tied to the debasement trade - before discussing the broader market outlook with Trivariate's Adam Parker. Plus: is it time to go from hardware to software? Hear one veteran tech investor's take on why 2026 will see "mindblowing" advancements in the latter sector - and what it means for stocks... and former DOJ antitrust watchdog Jonathan Kanter's opinion on whether Nvidia's GROQ deal is a new way for companies to avoid scrutiny from regulators.

Also in focus: a high stakes meeting today between the President and Israeli Prime Minister Benjamin Netanyahu - the team discussed the latest and what's at stake with former Council on Foreign Relations head Richard Haass.

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Squawk on the Street: 12/29/25

podcasts@cnbc.com (CNBC) — Mon, 29 Dec 2025 15:45:38 +0000

David Faber and Sara Eisen kicked off the final trading week of 2025 with the precious metals rally taking a breather after silver topped $80 an ounce for the first time. Stocks also pulled back after the S&P 500 hit an all-time intraday high on Friday. Former Federal Reserve economist Claudia Sahm offered her 2026 outlook for the economy, inflation and the Fed. The anchors reacted to Lululemon founder Chip Wilson's decision to launch a proxy fight in an effort to shake up the company's board. Also in focus: Softbank ramps up its AI strategy with a $4 billion deal, the "Magnificent 7" gap that could widen in the new year, riding the financials rally into 2026.

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Squawk on the Street 2ND Hour: 12/26/25

podcasts@cnbc.com (CNBC) — Fri, 26 Dec 2025 16:56:52 +0000

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Record Highs and the Santa Claus Rally Watch, Metals Rock, Nvidia's $20B Deal 12/26/25

podcasts@cnbc.com (CNBC) — Fri, 26 Dec 2025 15:29:32 +0000

Brian Sullivan, Morgan Brennan and Dominic Chu discussed fresh record highs for the S&P 500, sparking investor hopes for a "Santa Claus rally." Gold, silver and platinum also hit new all-time highs. David Faber outlined details of the story he broke shortly after the close of trading on Christmas Eve: Nvidia agreed to acquire assets from chip design startup Groq for $20 billion. Elon Musk's Tesla and SpaceX in the spotlight -- a former Tesla board member shares his 2026 expectations for both companies. Also in focus: The stocks that have more than doubled and tripled returns this year, defense sector strength, the outlook for Lululemon and Nike shares after a rough 2025, Strategy goes defensive on bitcoin, tech's Christmas winners.

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SOTS 2nd Hour: Jeremy Siegel, Crypto’s Newest Lobbying Effort, Outlook for Pharam M&A 12/24/25

podcasts@cnbc.com (CNBC) — Wed, 24 Dec 2025 16:18:58 +0000

Wharton School Professor Jeremy Siegel reacts to this morning’s jobless claims number, plus lays out some under the radar risk to the market. Then Crypto’s latest lobbying effort isn’t such a new idea. A look at the industry’s push into hospitality. And a multi-billion-dollar deal in pharma. The outlook for M&A and some names to watch.

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Santa Claus Rally, Nygren on Markets and WBD, Holiday Retail Homestretch 12/24/25

podcasts@cnbc.com (CNBC) — Wed, 24 Dec 2025 15:38:52 +0000

On the final trading day before Christmas, Carl Quintanilla and Melissa Lee explored Wall Street hopes for a "Santa Claus rally" one day after the S&P 500 hit a new record high. Oakmark Funds' Bill Nygren shared his outlook for the markets, as well as his take on the battle for Warner Bros. Discovery. Harris Oakmark is WBD's fifth-largest shareholder. Retail veteran Jan Kniffen offered his perspective on stores and the consumer as the holiday shopping season hits the homestretch. Also in focus: Nike shares rise thanks to Apple CEO Tim Cook, the Nvidia connection to Intel shares falling, the financial sector's rally to all-time highs, President Trump expects rate cuts from a new Fed chair, gold's record run, what crypto and a dive bar have in common.

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Cramer’s Morning Take: Nvidia 12/23/25

podcasts@cnbc.com (CNBC) — Tue, 23 Dec 2025 17:15:33 +0000

Cramer says this semiconductor giant ‘should not be down.’ Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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SOTS 2nd Hour: Novo Nordisk Oral Weight-Loss Pill, Global Market Outlook, “Aggressive Housing Reform” 12/23/25

podcasts@cnbc.com (CNBC) — Tue, 23 Dec 2025 16:15:06 +0000

The FDA approving the first GLP-1 pill for obesity from Wegovy maker Novo Nordisk. CNBC speaking with the CEO about expanding access and how the pill will increase the company’s competitive edge. Then, former U.K. Treasury Minister Jim O’Neill. His outlook for global markets. And President Trump saying “aggressive housing reform” is coming next year. UBS helps look at possible policy changes and the impact to stocks in the sector.

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FDA Approves Novo Nordisk's Wegovy Pill, ServiceNow CEO on $7.75B Deal, Q3 GDP Jumps 12/23/25

podcasts@cnbc.com (CNBC) — Tue, 23 Dec 2025 15:30:59 +0000

Carl Quintanilla and Jim Cramer led off show with the weight loss drug wars: Shares of Novo Nordisk shares surged after the FDA approved the company's Wegovy pill — making it the first oral GLP-1 cleared by regulators for treatment of obesity. ServiceNow CEO Bill McDermott joined the program to discuss his company's deal to acquire cybersecurity startup Armis for $7.75 billion in cash. Hear what McDermott had to say about this year's slump in shares of ServiceNow and other software stocks. Also in focus: Q3 GDP shows 4.3% growth, the AI trade, countdown to Christmas and new data on holiday spending, Tesla gets a big price target boost on Wall Street, the stock that's getting a lift from President Trump's battleship announcement.

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Cramer’s Morning Take: Oracle 12/22/25

podcasts@cnbc.com (CNBC) — Mon, 22 Dec 2025 17:56:58 +0000

Cramer says he doesn’t want to ‘chase’ this software giant. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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SOTS 2nd Hour: Nvidia’s China Chip Shipments, Under-the-Radar Retail Metric, New State AI Laws 12/22/25

podcasts@cnbc.com (CNBC) — Mon, 22 Dec 2025 16:42:09 +0000

A new report says Nvidia could start shipping its H200 chip to China as soon as February, but some major roadblocks remain. Then a top wall street analyst says there is an under-the-radar indicator when it comes to determining what retailers will outperform. Plus, companies prepare for a slew of new State AI laws set to go into effect on January 1st.

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Peltz's Trian Strikes a Deal, Paramount Amends WBD Offer, Nvidia and Tech Rise 12/22/25

podcasts@cnbc.com (CNBC) — Mon, 22 Dec 2025 15:29:15 +0000

Carl Quintanilla and Jim Cramer kicked off the holiday-shortened trading week with breaking news from Jim: Nelson Peltz's Trian Partners and General Catalyst to take asset manager Janus Henderson private in an all-cash deal valued at $7.4 billion. David Faber broke down new developments in the battle for Warner Bros. Discovery: Paramount Skydance has amended its $30/share all-cash offer for the company — in response to WBD's concerns about the bid. Nvidia joins the tech rally on a report stating the company aims to start shipping its H200 chips to China by mid-February. Also in focus: Micron's red-hot runup, holiday shopping home stretch, President Trump's $2,000 tariff checks push.

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SOTS 10AM: Nike hits a wall, an AI experiment turns to chaos, and can you trust the inflation data? 12/19/25

podcasts@cnbc.com (CNBC) — Fri, 19 Dec 2025 17:23:15 +0000

Stocks rose in early trading with AI-exposed names like Nvidia and Oracle getting a lift. Meera Pandit from J.P. Morgan Asset Management joins with her market take following new consumer sentiment and housing data. Apollo’s Torsten Slok talks about new headlines around the search for the next Fed chair, and new doubts around this week’s surprise inflation data. Plus, why one analyst says to buy the Nike dip, and The Wall Street Journal’s Joanna Stern talks about an AI experiment in her newsroom that devolved into chaos.

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Cramer’s Morning Take: Nvidia 12/19/25

podcasts@cnbc.com (CNBC) — Fri, 19 Dec 2025 16:51:14 +0000

Cramer warns he doesn’t know enough to buy this semiconductor darling despite its cheap valuation. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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Nike Tumbles, FedEx Beats and the Stock Falls, OpenAI Valuation Watch 12/19/25

podcasts@cnbc.com (CNBC) — Fri, 19 Dec 2025 16:37:06 +0000

Carl Quintanilla, Jim Cramer and David Faber explored what to make of an earnings doubleheader: Nike shares tumbled as weak sales in China overshadowed a Q2 beat and strength in North America. What is the status of the company's turnaround plan? Shares of FedEx also down despite better-than-expected quarterly results. The anchors also discussed OpenAI reportedly kicking off a new fundraising round that could value the maker of ChatGPT by as much as $830 billion. Also in focus: Oracle shares in rally mode, Carnival surges on earnings, Fed governor Waller in the mix as President Trump narrows his search for a new Fed chair, what's triggering Bank of America's sell signal.

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Cramer’s Morning Take: Cisco 12/18/25

podcasts@cnbc.com (CNBC) — Thu, 18 Dec 2025 17:31:28 +0000

Cramer says this legacy tech company is a very strong stock at today’s levels. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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SOTS 2nd Hour: Inflation Cools, Micron’s Moment, Accenture CEO on Results 12/18/25

podcasts@cnbc.com (CNBC) — Thu, 18 Dec 2025 16:18:38 +0000

Stocks got a lift in early trading after a cooler-than-expected inflation print, though some on the street questioned certain parts of the data. Mona Mahajan from Edward Jones talks about how the data plays into her market thesis. Meantime Micron shares spiked on results, giving a lift to the whole AI trade. Susquehanna’s Mehdi Hosseini joins after raising his price target on the stock. Plus – Elliott Management takes a stake in Lululemon, Chipotle doubles down on meat, and Accenture’s CEO talks AI demand.

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Inflation Data Rally, Micron's Surge and the AI Trade, Trump Media Soars 12/18/25

podcasts@cnbc.com (CNBC) — Thu, 18 Dec 2025 15:29:01 +0000

Carl Quintanilla, Jim Cramer and David Faber discussed stocks rallying on the October and November CPI report. The inflation data — which had been delayed due to the government shutdown — came in tamer than expected. Micron shares surged and lifted the AI trade on the memory chipmaker's stronger-than-expect Q1 results and guidance. The anchors reacted to a report which says OpenAI discussed raising tens of billions of dollars at about a $750 billion valuation. Trump Media and Technology Group shares soared on news of its $6 billion deal to merge with fusion power company TAE Technologies. Also in focus: President Trump's primetime message on the Fed, Lululemon and activism, Cramer sounds off about "a sham."

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Cramer’s Morning Take: Oracle 12/17/25

podcasts@cnbc.com (CNBC) — Wed, 17 Dec 2025 17:35:21 +0000

Cramer says this legacy technology company needs to save its balance sheet. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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SOTS 2nd Hour: Fed Chair Race Developments, WBD-Netflix Latest, & LIVE: Robinhood, Oklo CEOs 12/17/25

podcasts@cnbc.com (CNBC) — Wed, 17 Dec 2025 16:53:12 +0000

Carl Quintanilla, Sara Eisen, and David Faber began the hour with the state of the race for the next Fed Chair following developments overnight - before getting into the market picture with Interactive Brokers' Chief Strategist Steve Sosnick. Plus: David brought the latest on Netflix's increasingly contentious bid for Warner Brothers Discovery, as the latter name tells shareholders to reject Paramount-Skydance's hostile bid... And the team caught up with 2 CEOs: Robinhood's Vlad Tenev, on the heels of the company jumping into betting markets - and later on, Oklo's Jacob DeWitte fresh off developments when it comes to new energy sources for the nuclear company.

Also in focus: the fate of Oracle's newest data center - as talks with one key funder reportedly stall... And the latest from Washington amid a bipartisan battle over ACA subsidies.

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WBD Rejects Paramount and Recommends Netflix Deal, 20 Years of "Squawk on the Street" 12/17/25

podcasts@cnbc.com (CNBC) — Wed, 17 Dec 2025 15:43:33 +0000

David Faber, Jim Cramer and Carl Quintanilla covered all the bases on the battle for Warner Bros. Discovery. The company urged its shareholders to reject Paramount Skydance's hostile takeover bid — and to back what it calls Netflix's "superior" offer for Warner studio and streaming assets. Hear what Netflix Co-CEO Greg Peters and Warner Bros. Discovery Board Chair Samuel Di Piazza told David about their companies' deal. The anchors also discussed where Oracle and Larry Ellison fit into the WBD saga. Also on the tech front: OpenAI-Amazon investment talks. Sara Eisen joined Carl, Jim and David to celebrate a special milestone: "Squawk on the Street" debuted at the NYSE 20 years ago this week.

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Cramer’s Morning Take: Costco 12/16/25

podcasts@cnbc.com (CNBC) — Tue, 16 Dec 2025 17:04:18 +0000

Cramer explains why the Club trimmed half its position in this retail giant. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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SOTS 2nd Hour: Data Deluge - Key Highlights & Market Implications, Biggest IPO Of The Year, and LIVE: Kraft Heinz' New CEO 12/16/25

podcasts@cnbc.com (CNBC) — Tue, 16 Dec 2025 16:20:32 +0000

Carl Quintanilla, Sara Eisen, and David Faber kicked off the hour talking jobs - with key pullouts and commentary from this morning's double report... Longtime market veteran Ed Yardeni weighed in on what it means for stocks into year-end, alongside JPMorgan Asset Management Chief Global Strategist David Kelly. Plus: Kraft Heinz announcing that former Kellanova CEO Steve Cahillane is becoming their new CEO ahead of their split... Cahillane joined the team to talk the news, the consumer, and more.

Also in focus: details on the stealth IPO hitting markets tomorrow that could be the biggest of the year, what's driving Ford to reverse on EVs, and new numbers out of CNBC's latest All-America Survey when it comes to approval of the President...

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Jobs Tuesday: NEC Director Hassett on Employment Report, the Fed and AI 12/16/25

podcasts@cnbc.com (CNBC) — Tue, 16 Dec 2025 15:42:52 +0000

Carl Quintanilla, Jim Cramer and David Faber led off the show with market reaction to employment data that had been delayed due to the government shutdown. Job creation in November was stronger than expected, but the unemployment rate rose last month to 4.6%— and October payrolls showed a shedding of jobs. National Economic Council Director Kevin Hassett joined the program with White House reaction to the data. He and the anchors also discussed Hassett in the running to become Fed chair, Fed rate policy and inflation, growth prospects for 2026 and the AI boom. Also in focus: Ford's $19.5 billion hit and EV pullback, Pfizer full-year guidance disappoints, the AI trade and a flashback with CoreWeave's CEO, Comcast update.

Disclosure: Comcast is the parent company of NBCUniversal, which owns CNBC. Versant would become the new parent company of CNBC upon Comcast’s planned spinoff of Versant.

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Cramer’s Morning Take: P&G 12/15/25

podcasts@cnbc.com (CNBC) — Mon, 15 Dec 2025 17:38:08 +0000

Cramer says this beaten down consumer staple may be the best in the Club’s portfolio. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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SOTS 2nd Hour: Fed Chair Race Developments, The 4 O's of a Bubble, & Moody's Chief Economist 12/15/25

podcasts@cnbc.com (CNBC) — Mon, 15 Dec 2025 16:17:03 +0000

Carl Quintanilla, Sara Eisen, and David Faber kicked off the hour with new housing data and fresh developments in the race for the next Fed Chair - before breaking down one Chief Market Strategist's sky-high S&P price target into the year ahead. Plus: longtime market veteran Ruchir Sharma joined the team with what he calls "the 4 O's of a bubble" that are flashing warning signs right now... while Moody's Chief Economist Mark Zandi brought his expectations for tomorrow's blockbuster double jobs report.

Also in focus: a fresh read on the consumer out of CNBC's latest All-America Survey - hear the surprising results, this hour...

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A Busy Market Week and a "Stunted" AI Boom 12/15/25

podcasts@cnbc.com (CNBC) — Mon, 15 Dec 2025 15:59:33 +0000

Carl Quintanilla, Jim Cramer and David Faber set the stage for what is shaping up to be a busy final full trading week of 2025. Cramer explained why he believes the AI boom is "stunted" and many investors won't "touch" Nvidia stock. As some on Wall Street debate comparing AI mania to the dot-com bubble, the anchors explored the Magnificent 7 stocks that are underperforming the broader market. Also in focus: Bullish calls on the S&P 500, why Tesla shares are in rally mode, President Trump says the Fed should consult him about interest rate policy, "Kevins" in the mix to replace Fed Chair Powell, Goldman Sachs says "Sell" Texas Instruments.

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SOTS 10AM: Broadcom buckles, money in the banks, and a potential turnaround for a downward dog 12/12/25

podcasts@cnbc.com (CNBC) — Fri, 12 Dec 2025 16:16:11 +0000

A mixed session in early trading following record highs for the S&P 500 a day earlier. Adam Parker from Trivariate Research and Anastasia Amoroso from Partners Group join with their outlook for equities and private markets. Broadcom shares pulled back sharply despite upbeat results and bullish commentary around AI demand. Analyst Vijay Rakesh gives his take on the drop. Plus, why regional banks could be a good bet in 2026, high hopes for pot stocks, and details behind the CEO change at Lululemon.

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

podcasts@cnbc.com (CNBC) — Fri, 12 Dec 2025 15:50:44 +0000

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.

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SOTS 10AM: Exclusive: Disney CEO Bob Iger and OpenAI CEO Sam Altman on new deal 12/11/25

podcasts@cnbc.com (CNBC) — Thu, 11 Dec 2025 16:58:34 +0000

Disney CEO Bob Iger and OpenAI CEO Sam Altman join David Faber exclusively to talk about a new content licensing and investment deal between the two companies. Plus, the latest on the Fed decision, Oracle’s big plunge, and media investor Mario Gabelli discusses the Warner Bros. Discovery saga.

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Cramer’s Morning Take: Home Depot 12/11/25

podcasts@cnbc.com (CNBC) — Thu, 11 Dec 2025 16:36:51 +0000

Cramer highlights why this stock will go much higher if homes begin to change hands. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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Disney-OpenAI Agreement, Oracle Tumbles, Fed After the Rate Cut 12/11/25

podcasts@cnbc.com (CNBC) — Thu, 11 Dec 2025 15:59:40 +0000

David Faber led off the show with breaking news: Disney announced it will make a $1 billion investment in OpenAI — part of a three-year licensing agreement between the two companies. Hear what David, Jim Cramer and Carl Quintanilla had to say about it. The anchors also discussed Oracle shares tumbling on a revenue miss and raised capex guidance, reviving investor jitters about the level of AI spending. Also in focus: What's next for the Fed after Wednesday's rate cut, Time magazine's 2025 Person of the Year - "The Architects of AI" including Jensen Huang, Elon Musk and Mark Zuckerberg, Coca-Cola picks a new CEO, Cisco shares hit a new record high, "Faber Report" with an update on the Paramount-Netflix battle for Warner Bros. Discovery.

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Cramer’s Morning Take: GE Vernova 12/10/25

podcasts@cnbc.com (CNBC) — Wed, 10 Dec 2025 17:59:22 +0000

Cramer says this energy stock is headed to $1,000 a share. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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SOTS 2nd Hour: A Divided Fed - Where Things Stand, AI Cyber Threats, & LIVE: Ares CEO, Magnum Ice Cream CEO 12/10/25

podcasts@cnbc.com (CNBC) — Wed, 10 Dec 2025 17:16:58 +0000

Carl Quintanilla, Sara Eisen, and Michael Santoli kicked off the hour with a debate on where the Fed stands when it comes to a possible rate cut this afternoon - before former Fed Vice Chair and current Wharton Professor Alan Blinder gave his take. Plus: hear a wide-ranging interview with Ares CEO Michael Arougheti, spanning markets to what he calls a strong outlook for M&A...

Also in focus: the team checked in with the CEO of one company that just partnered with the Department of Defense to stop growing AI cyber threats - and got the latest from Washington as GOP members sound the alarm on Nvidia's China sales.

And last in the hour: catch an interview with the CEO of Magnum Ice Cream, talking demand and growth ahead on the heels of a new listing at the New York Stock Exchange.

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Fed Decision Day, GE Vernova and Southwest CEOs "First on CNBC" 12/10/25

podcasts@cnbc.com (CNBC) — Wed, 10 Dec 2025 15:33:56 +0000

Carl Quintanilla and Jim Cramer set the stage for the Fed as it wraps up its final meeting of 2025: What's next for investors after Wednesday's interest rate decision and what is likely to be an eventful 2026 for the Fed. A CEO doubleheader at Post 9: GE Vernova CEO Scott Strazik joined the show to discuss energy, AI and guidance that sent the stock soaring — it's now up more than 380% since the company was spun off last year by General Electric. Southwest Airlines CEO Bob Jordan offered his take on holiday travel and the future for the carrier. Also in focus: President Trump's comments on affordability, Oracle earnings preview, what the CEOs of Marvell Technology and CVS Health told CNBC.

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Cramer’s Morning Take: Nvidia 12/9/25

podcasts@cnbc.com (CNBC) — Tue, 9 Dec 2025 16:17:31 +0000

Cramer says this stock’s reaction to entering a new market ‘shocks’ executives. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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SOTS 2nd Hour: Nvidia's China Concessions, Fedspectations, & K-Shaped Economy Concerns 12/9/25

podcasts@cnbc.com (CNBC) — Tue, 9 Dec 2025 16:12:11 +0000

Carl Quintanilla, Sara Eisen, and David Faber kicked off the hour with fresh jobs data just crossing - before getting into a growing number of comments around the high/low-income consumer. Bespoke's Paul Hickey pointing out some bullish historical trends into year-end, while Goldman's Head of Corporate Credit gave his predictions for rates as another FOMC meeting kicks off today. Plus: a volatile morning for Nvidia as the White House greenlights the sale of some chips to China... what you should know, what it means for shares, and key analysis from one sell-side analyst who calls the stock a buy here.

Also in focus: closing the wealth gap with a new tax... NY Congressman Dan Goldman joined Post 9 with more on his new bill to tax the ultrawealthy, while the team also took a look at Elon Musk's growing wealth tied to SpaceX - and why it could be a bad thing for Tesla shareholders.

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Paramount and Netflix Battle For WBD, Trump's Green Light to Nvidia, Altman on AI Fears 12/9/25

podcasts@cnbc.com (CNBC) — Tue, 9 Dec 2025 15:32:08 +0000

David Faber, Jim Cramer and Carl Quintanilla led off the show with the latest on Paramount Skydance's hostile bid for Warner Bros. Discovery — plus reaction from Netflix in wake of the streaming giant's deal to acquire Warner Bros. assets. The anchors discussed President Trump's decision to allow Nvidia to sell its H200 chips to China — and what it means for the AI trade. Also in focus: OpenAI CEO Sam Altman's message to Jimmy Fallon on NBC's "The Tonight Show" about AI fears, What Walmart CEO Doug McMillon told CNBC about the state of the consumer, Home Depot falls on 2026 outlook, Fed rate decision one day away, PepsiCo and activism, Toll Brothers' earnings beat.

Disclosure: Comcast is the parent company of NBCUniversal, which owns CNBC. Versant would become the new parent company of CNBC upon Comcast’s planned spinoff of Versant.

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SOTS 2nd Hour: Netflix-Warner Deal Heats Up - The Latest, Plus IMAX CEO's Predictions, & LIVE: IBM CEO 12/8/25

podcasts@cnbc.com (CNBC) — Mon, 8 Dec 2025 16:32:17 +0000

David Faber, Sara Eisen, and Michael Santoli began the hour with breaking news on Netflix's deal for Warner Bros. Discovery - as Paramount Skydance makes a new hostile tender offer. Hear what CEO David Ellison had to say about what's at stake, and why they should be the buyer... Along with what the CEO of IMAX thinks of both offers. Plus: more on IBM's $11B bet on big data - CEO Arvind Krishna joined the team to talk about the company's new deal for Confluent.

Also in focus: A big decision on interest rates ahead. Sara broke down where the Fed stands on both sides of its mandate (employment & inflation) before Crossmark's Bob Doll gave his predictions.

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Exclusive: Paramount Skydance CEO Ellison on Hostile Bid for WBD 12/8/25

podcasts@cnbc.com (CNBC) — Mon, 8 Dec 2025 15:44:11 +0000

In a CNBC Exclusive: David Faber interviewed Paramount Skydance Chairman & CEO David Ellison, whose company announced a tender offer to acquire Warner Bros. Discovery for $30 per share in cash. The hostile offer comes after Netflix won a bidding war and agreed to buy Warner Bros. assets. Ellison explained why he believes Paramount's offer is superior to that of Netflix, better for WBD shareholders and Hollywood — and more likely to pass regulatory muster. He also sounded off about the WBD sale process. David, Sara Eisen and Michael Santoli discussed stocks' upward momentum ahead of this week's Fed rate decision. Also in focus: IBM's $11 billion deal to acquire Confluent, Morgan Stanley's new Tesla analyst downgrades the stock.

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SOTS 2nd Hour: Netflix-Warner Deal Details, Fmr. DOJ Antitrust Chief Kanter, & A Data Deluge w/Goldman's Chief Economist 12/5/25

podcasts@cnbc.com (CNBC) — Fri, 5 Dec 2025 16:41:10 +0000

Carl Quintanilla, Sara Eisen, and Michael Santoli began the hour with a deluge of data: with PCE, Consumer Sentiment, Personal Savings and more crossing the wires. Bridgewater's former Chief Investment Strategist helped the team break it all down - before key analysis later on about what it all means for the Fed decision next week with Goldman Sach's Chief Economist.

Plus: details on the deal rocking the media world today - Netflix buying Warner Brothers' film and steaming assets... Hear former DOJ Antitrust Chief Jonathan Kanter's take on whether the deal will pass regulatory scrutiny... and more on what it means for the film industry with the head of the world's largest movie theater trade group (who calls it an "unprecedented threat").

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Netflix Wins Bidding War, Agrees to Buy Warner Bros. In $72B deal 12/5/25

podcasts@cnbc.com (CNBC) — Fri, 5 Dec 2025 15:40:41 +0000

Carl Quintanilla, David Faber, Sara Eisen and Michael Santoli covered all of the bases on a blockbuster deal: Netflix agreed to acquire Warner Bros. following the separation of Discovery Global. The cash and stock deal has an equity value of $72 billion. The bidding process also included Paramount Skydance and Comcast vying for Warner's assets. The anchors discussed the details of the deal and potential antitrust ramifications. A senior Trump Administration official told CNBC the White House's view of the Netflix-WB deal is "heavy skepticism." Also in focus: Key inflation data ahead of next week's Fed rate decision, market winners and losers, the sensation at Art Basel Miami: Robot dogs that look like Musk, Zuckerberg and Bezos.

Disclosure: Comcast is the parent company of NBCUniversal, which owns CNBC. Versant would become the new parent company of CNBC upon Comcast’s planned spinoff of Versant.

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Cramer’s Morning Take: Costco 12/4/25

podcasts@cnbc.com (CNBC) — Thu, 4 Dec 2025 16:56:17 +0000

Cramer says this retail stock is ‘one of the greatest performers of all time’. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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SOTS 2nd Hour: Meta Minus The Metaverse? Plus: Cantor's Chief Macro Strategist, Fmr. Antitrust Chief Jonathan Kanter 12/4/25

podcasts@cnbc.com (CNBC) — Thu, 4 Dec 2025 16:28:36 +0000

Carl Quintanilla, Sara Eisen, and Michael Santoli kicked off the hour with new jobs data before Cantor Fitzgerald's Chief Macro Strategist gave his bull case for bonds, Bitcoin, and equities into year-end. Plus: one tech analyst gave his take on Meta's potential move away from the metaverse - sending shares soaring today - while Sara brought exclusive color from the CEO of PVH following new numbers there.

Also in focus: new headlines around the bids for Warner Brothers Discovery - including some potential Washington pushback... Former antitrust chief Jonathan Kanter joined the team with his take on things, and who he says would face the least hurdles.

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Mr. Huang Goes to Washington, WBD Battle Heats Up, Meta Rallies 12/4/25

podcasts@cnbc.com (CNBC) — Thu, 4 Dec 2025 15:34:48 +0000

With the AI trade in the spotlight, Carl Quintanilla and Jim Cramer discussed Nvidia CEO Jensen Huang's Wednesday visit to Washington, DC — which included a meeting with President Trump. Hear what Huang said at a separate event about the U.S.-China battle over AI. The anchors reacted to Al bubble-related comments Anthropic CEO Dario Amodei made to Andrew Ross Sorkin at The New York Times DealBook Summit. David Faber called in with breaking news about the battle to acquire Warner Bros. Discovery — his sources say Netflix is the leading bidder.

Meta shares rally: CEO Mark Zuckerberg reportedly plans deep cuts to the company's metaverse group. On the earnings front: Salesforce shares rise while Snowflake melts.

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Cramer’s Morning Take: P&G 12/3/25

podcasts@cnbc.com (CNBC) — Wed, 3 Dec 2025 16:38:32 +0000

Cramer says investors need to ‘hold their nose and buy’ this consumer product giant. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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SOTS 2nd Hour: U.S. Commerce Secretary, Evercore Vice Chair, & Microsoft Pushes Back 12/3/25

podcasts@cnbc.com (CNBC) — Wed, 3 Dec 2025 16:22:51 +0000

Carl Quintanilla, Sara Eisen, and Michael Santoli began the hour with new manufacturing data alongside a wide-ranging interview you don't want to miss: U.S. Commerce Secretary Howard Lutnick, talking everything from the jobs market to who he wants to see as the next Fed chair. Plus: Evercore's Vice Chairman Krishna Guha joined the team with his take on this morning's rough data - and what it means for a rate cut next week.

Also in focus: Microsoft shares falling on a bearish report around its AI software sales - but CNBC getting fresh news from the company pushing back. The details, this hour.

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Microsoft Falls, ADP Jobs Surprise, Treasury Sec. Bessent on Tariffs 12/3/25

podcasts@cnbc.com (CNBC) — Wed, 3 Dec 2025 15:40:06 +0000

Carl Quintanilla and Jim Cramer delved into the AI trade, including a development that helped to erase stock futures' gains before the open of trading: Shares of Microsoft fell after

The Information reported the company was cutting software sales quotas tied to AI. With the Fed's next interest rate decision exactly one week away, ADP jobs data showed private payrolls unexpectedly declined in November. The anchors reacted to what Treasury Secretary Scott Bessent told Andrew Ross Sorkin about tariffs during an interview at The New York Times DealBook Summit. Also in focus: Bitcoin back above $93K, Google vs. OpenAI, Nvidia's CFO on the AI race, retail earnings roundup, Salesforce earnings preview.

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SOTS 2nd Hour: Navigating Crypto, 2026 Commodity Picks, & The AI Arms Race (Apple, Amazon, & OpenAI news) 12/2/25

podcasts@cnbc.com (CNBC) — Tue, 2 Dec 2025 17:02:01 +0000

Carl Quintanilla, Sara Eisen, and Michael Santoli kicked off the hour with a check on how the consumer's held up this holiday season according to alternative data sources and earnings reports - before breaking down what it all means for stocks with Truist Wealth's Chief Investment Officer. Plus: is the Bitcoin bottom in? Or is there more pain to come - the CEO of crypto trading platform Bullish gave his take on the action... before the team turned to gold with TD's Global Head of Commodity Strategy, who argues there's better bets for the new year elsewhere.

Also in focus: Apple's AI shake-up, OpenAI's "Code Red", and Amazon's new AWS plans... The team discussed all 3 headlines, and what it means for shares alongside the broader markets.

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Cramer’s Morning Take: Meta 12/2/25

podcasts@cnbc.com (CNBC) — Tue, 2 Dec 2025 16:54:47 +0000

Cramer explains why investors need to own this social media giant ‘right now.’ Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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Stocks and Bitcoin Rebound, Altman's "Code Red," Nvidia Jumps 12/2/25

podcasts@cnbc.com (CNBC) — Tue, 2 Dec 2025 15:34:06 +0000

Carl Quintanilla and Jim Cramer discussed stocks rebounding from Monday's losses and Bitcoin rising after its worst day since March. Hear what Cramer said about Strategy Executive Chairman Micheal Saylor — the company's stock is down more than 60% from its year high. On the AI trade, the anchors reacted to reports that OpenAI CEO Sam Altman is declaring a "code red" to improve ChatGPT in wake of heightened competition from Google's Gemini AI model. Also in focus: The news that caused shares of Nvidia to jump, Apple's AI shakeup, Amazon tests ultrafast delivery, Ford November auto sales, consumers and the new car sales slowdown, the jump in the 30-year bond yield and what's at stake for the housing market and homebuilders.

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Cramer’s Morning Take: Home Depot & GM 12/1/25

podcasts@cnbc.com (CNBC) — Mon, 1 Dec 2025 16:31:14 +0000

Cramer tells investors to buy these stocks with an easing Federal Reserve. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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SOTS 2nd Hour: RBC's Market Take, a "Once-In-A-Generation" Opportunity, & Retail's Holiday Winners/Losers 12/1/25

podcasts@cnbc.com (CNBC) — Mon, 1 Dec 2025 16:07:02 +0000

Carl Quintanilla, Sara Eisen, and Michael Santoli kicked off the hour with fresh data and a breakdown of what Black Friday's numbers are saying about the consumer... Plus: the market set-up into year-end with RBC's Head of U.S. Equity Research. Market veteran Ruchir Sharma also joined the broadcast with his take, and what he's calling a "once in a generation" market opportunity - before the team talked top holiday retail picks with one of the street's top analysts in the space.

Also in focus: Details on Nvidia's new partnership with Synopsis sending those shares surging... The state of the race to buy Warner Bros. Discovery... And the Bitcoin breakdown as prices plunge in early trading.

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Exclusive with Nvidia CEO Huang and Synopsys CEO, December Playbook 12/1/25

podcasts@cnbc.com (CNBC) — Mon, 1 Dec 2025 15:21:46 +0000

In a CNBC Exclusive, Carl Quintanilla and Jim Cramer engaged in a wide-raging discussion with Nvidia CEO Jensen Huang and Synopsys CEO Sassine Ghazi. Nvidia announced it is taking a $2 billion stake in the chip design software provider as part of a strategic computing and AI partnership. The anchors also explored what to expect from the markets in December — after a volatile November which saw AI jitters weigh on the Nasdaq, while the S&P 500 and the Dow extended their monthly win streaks to seven. Also in focus: The bitcoin slump effect, retail after the Thanksgiving holiday weekend, President Trump says he knows who he wants to succeed Jerome Powell as Federal Reserve Chair.

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SOTS 2nd Hour: Black Friday Edition - Incl. L.L. Bean's CEO, Apple's Holiday Takeaways, & A Read On Luxury Demand 11/28/25

podcasts@cnbc.com (CNBC) — Fri, 28 Nov 2025 17:31:46 +0000

Retail in focus as Black Friday gets underway:

Carl Quintanilla, Sara Eisen, and David Faber spent the hour breaking down key trends, how demand's holding up, any tariff impacts and more with a number of sources across the retail landscape - including a live read from the ground at a mall in New Jersey, L.L. Bean's CEO, and an even more wide-ranging discussion with luxury mall operator Ray Washburne (who also talked energy, as Chairman of Sunoco's board). Plus: Apple inches from fresh all-time highs... hear one tech expert's take on what the holidays could mean for shares.

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Futures Trading Outage, November Volatility, Black Friday Bonanza 11/28/25

podcasts@cnbc.com (CNBC) — Fri, 28 Nov 2025 15:22:56 +0000

Carl Quintanilla, David Faber and Sara Eisen led off the show with the resumption of stock futures trading — after it had been halted at the CME due to a data-center cooling issue which knocked out futures and options across markets. The anchors also explored what to make of November volatility and the AI trade on the final trading day of the month.

Covering the bases on Black Friday: Adobe out with data forecasting record sales, action at the malls, the retailers best positioned for success, Apple's holiday game plan.

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SOTS 2nd Hour: Mohamed El-Erian's Market Picture, Moody's Chief Economist, & Evercore's Top Tech Picks 11/26/25

podcasts@cnbc.com (CNBC) — Wed, 26 Nov 2025 17:07:55 +0000

Carl Quintanilla, Sara Eisen, and David Faber began the hour with key takeaways from the latest batch of earnings - before diving into the state of markets with former PIMCO CEO and longtime economist Mohamed El-Erian... Later on, Moody's Chief Economist Mark Zandi joined the team to break down what he's calling America's "affordability squeeze" - and the team discussed what's next in the tech trade (along with some top picks) with Evercore's Head of Internet Research.

Also in focus: Staggering numbers out of a new MIT study analyzing AI's impact on the jobs market - hear the details, this hour... Plus - the stock implications of new Medicare pricing, sending Novo Nordisk shares higher in the early trade.

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Alphabet vs. Nvidia, OpenAI and $207B, Dell Jumps 11/26/25

podcasts@cnbc.com (CNBC) — Wed, 26 Nov 2025 15:33:35 +0000

On the last trading day before Thanksgiving, the AI trade once again takes center stage. Carl Quintanilla, David Faber and Sara Eisen explored Alphabet nearing a $4 trillion valuation versus Nvidia's rough November. The anchors reacted to a note from HSBC — it says OpenAI might need to raise at least $207 billion in financing by 2030.

Dell shares rose after its upbeat guidance overshadowed a revenue miss. Also in focus: Airlines and the Thanksgiving travel rush, Deere falls despite an earnings beat, the healthcare sector rally, bitcoin slump effect, Campbell's controversy, how AI is transforming the holiday season, Santa visits the NYSE ahead of Macy's Thanksgiving Day Parade.

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Cramer’s Morning Take: Dick’s Sporting Goods 11/25/25

podcasts@cnbc.com (CNBC) — Tue, 25 Nov 2025 16:52:44 +0000

Cramer says it’s an interesting moment to buy this retail stock as the company resolves its inventory issues. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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SOTS 2nd Hour: Alphabet's AI Plans, Dick's Sporting Goods Exec. Chairman, & AeroMexico CEO Talks Demand 11/25/25

podcasts@cnbc.com (CNBC) — Tue, 25 Nov 2025 16:18:45 +0000

Carl Quintanilla, Sara Eisen, and David Faber began the hour with fresh data and earnings commentary around the health of the consumer - before diving into the AI trade with a focus on Google. Hear one AI expert's take on the state of play - and who's winning the war so far. Plus: the Executive Chairman of Dick's Sporting Goods joined the team to breakdown earnings from the name - and a decision to close some Footlocker stores.

Also in focus: the TSA projecting a record breaking Thanksgiving travel week - the team sat down with the CEO of newly listed AeroMexico to talk demand, along with any possible shutdown hangover for the airlines.

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The AI Trade: Alphabet $4T Watch, Meta Rises, Nvidia Slides 11/25/25

podcasts@cnbc.com (CNBC) — Tue, 25 Nov 2025 15:36:20 +0000

Carl Quintanilla, Jim Cramer and David Faber drilled down on the AI trade: Alphabet on the cusp of hitting a $4 trillion market cap for the first time — with Meta shares also moving higher. The parent of Facebook is reportedly considering using Google AI chips in its data centers. Nvidia shares fell sharply on that report. Hear what Cramer said about selling the stock now. Also in focus: What Treasury Secretary Scott Bessent told CNBC about the Fed, what's extending Oracle's stock slump, Kohl's soars as part of a retail earnings parade, reaction to September inflation and retail sales data released after being delayed due to the government shutdown.

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Cramer’s Morning Take: Eli Lilly 11/24/25

podcasts@cnbc.com (CNBC) — Mon, 24 Nov 2025 17:39:34 +0000

Cramer says the market for this pharmaceutical company will be far bigger than expected. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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SOTS 2nd Hour: Alphabet Record Highs, Musk's Chip Ambitions, & LIVE: Former Treasury Secretary Jack Lew 11/24/25

podcasts@cnbc.com (CNBC) — Mon, 24 Nov 2025 16:25:23 +0000

Carl Quintanilla, Sara Eisen, and David Faber kicked off the hour with a debate over the state of inflation - and what it means for the Fed - on the heels of new data out of NABE... with key analysis from Citi's U.S. Equity Strategist Scott Chronert soon thereafter. Plus: tech yet again the focus of early trading - the team started with breaking news out of Amazon when it comes to their satellite business, before also getting a breakdown of Elon Musk's AI chip ambitions (helping boost Tesla shares), and a deep-dive on Alphabet's big move higher to fresh record highs.

Also in focus: the state of the economy - and what a volatile government could mean for markets, in a wide-ranging and rare interview with former Treasury Secretary Jack Lew this hour.

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The State of Stocks and the AI trade, Alphabet Soars to New Highs, Health Care Rotation 11/24/25

podcasts@cnbc.com (CNBC) — Mon, 24 Nov 2025 15:50:34 +0000

Carl Quintanilla, Jim Cramer and David Faber discuss what’s next for the AI trade after big tech comes off its worst week since April.

Alphabet continues to be a bright spot, rallying to new record highs. Plus, the Rotation into Health Care. How to play this sector, as Lilly hits a major milestone that no other big pharma stock has ever hit before. We’ll also get you ready for key retail earnings this week, as the holiday shopping season gets underway.

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Squawk on the Street+ Liberty Media Chairman John Malone 11/21/25

podcasts@cnbc.com (CNBC) — Fri, 21 Nov 2025 19:55:00 +0000

Liberty Media Chairman John Malone sits down with CNBC’s David Faber before he steps down as chairman on January 1, 2026. In this wide ranging conversation, Malone discusses his career as detailed in his memoir, Born to Be Wired: Lessons from a Lifetime Transforming Television, Wiring America for the Internet, and Growing Formula One, Discovery, Sirius XM, and the Atlanta Braves. Plus, Malone gives his read on the current media landscape, antitrust questions raised around media deals, and more.

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Cramer’s Morning Take: P&G 11/21/25

podcasts@cnbc.com (CNBC) — Fri, 21 Nov 2025 17:08:57 +0000

Cramer says investors want dividend-paying stocks ahead of a Fed rate cut. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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SOTS 2nd Hour: Volatility Picks, Navigating Big Tech, & The Bitcoin Breakdown 11/21/25

podcasts@cnbc.com (CNBC) — Fri, 21 Nov 2025 16:16:12 +0000

Stocks on pace for their worst month since March after Nvidia's turn lower yesterday hit the AI trade:

Carl Quintanilla, Leslie Picker, and David Faber kicked off the hour with fresh consumer data before breaking down the broader market picture with Cantor Fitzgerald's Chief Equity Strategist - and then diving into Google's gains with longtime tech analyst Brent Thill from Jefferies (who argues the bull trend for big tech remains intact). Plus: Harris-Oakmark's Bill Nygren joined the team with his top picks amid the volatility, and some names he says the market has "left behind".

Also in focus: The bitcoin breakdown - as prices fall below $85k and touch their lowest levels since April... The team discussed whether prices are close to bottoming here with Bitwise CIO Matt Hougan, who manages more than $15B in funds.

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Volatility from AI to the Fed, Bitcoin Extends Sell-Off, Lilly Hits $1T Valuation 11/21/25

podcasts@cnbc.com (CNBC) — Fri, 21 Nov 2025 15:58:27 +0000

Carl Quintanilla, Jim Cramer and David Faber explored how investors should navigate this volatile market. AI valuation jitters sparked a Thursday sell-off — erasing a rally fueled by Nvidia's blowout quarter and upbeat guidance. Stocks moved higher after New York Fed President John Williams said he sees room for a near-term interest rate cut. You'll want to hear Cramer's reaction to Williams' comments. Bitcoin fell below $82,000, putting it on track for its worst month since 2022. Also in focus: Eli Lilly hits a $1 trillion market cap for the first time, commodities under pressure in wake of tariffs, "Faber Report" on Netflix, Comcast and Paramount Skydance submitting bids for Warner Bros. Discovery.

Disclosure: Comcast is the parent company of NBCUniversal, which owns CNBC.

Versant would become the new parent company of CNBC upon Comcast’s planned spinoff of Versant.

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Cramer’s Morning Take: Palo Alto Networks 11/20/25

podcasts@cnbc.com (CNBC) — Thu, 20 Nov 2025 16:52:11 +0000

Cramer thinks analysts will soon like this cybersecurity stock. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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SOTS 2nd Hour: Nvidia Key Takeaways, Cleveland Fed President, & A Rare Sit Down w/Liberty Media's Chairman 11/20/25

podcasts@cnbc.com (CNBC) — Thu, 20 Nov 2025 16:32:31 +0000

Markets breathing a sigh of relief after Nvidia's blockbuster earnings:

Carl Quintanilla, Sara Eisen, and David Faber broke down the report this hour with longtime tech investor Dan Niles - before getting into the macro picture with Cleveland Fed President Beth Hammack, who says rates need to stay restrictive here.

Plus: it's Liberty Media's investor day - the media company behind brands like Sirius XM to Formula 1 - and Sara is live on the scene in Las Vegas ahead of a huge F1 Grand Prix this weekend. Hear Chairman John Malone's take on the business, the future of cable, biggest regrets, and whether he would ever retire.

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Nvidia's Blowout Q3 and Huang's AI Bubble Message, Walmart Beats, John Malone Exclusive 11/20/25

podcasts@cnbc.com (CNBC) — Thu, 20 Nov 2025 15:28:59 +0000

Carl Quintanilla, Jim Cramer and David Faber covered all of the bases on Nvidia and what's next for the AI trade. The world's most valuable public company sparked a global market rally after posting blowout Q3 results and raising guidance. The anchors reacted to Nvidia CEO Jensen Huang's earnings call comment dismissing AI bubble fears. Walmart shares also rose higher on better-than-expected quarterly results and raised guidance. In an exclusive interview, David and media mogul John Malone discussed everything from a potential Warner Bros. Discovery deal to tech regulation. Also in focus: The September jobs report released after being delayed due to the government shutdown.

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Cramer’s Morning Take: P&G 11/19/25

podcasts@cnbc.com (CNBC) — Wed, 19 Nov 2025 17:14:55 +0000

Cramer wants to see shares of this consumer staples giant fall so the Club can buy ‘all it wants’. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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SOTS 2nd Hour: How To Play Nvidia, Google Record Highs, The Retail Wrap-up & LIVE: Goldman Sachs CEO 11/19/25

podcasts@cnbc.com (CNBC) — Wed, 19 Nov 2025 16:14:45 +0000

A huge moment for markets with Nvidia results in just a few hours:

Carl Quintanilla, Sara Eisen, and David Faber discussed the latest on the earnings front - including exclusive color on the consumer from Target's CFO - before getting into the tech trade with Truist Wealth's Chief Investment Officer, who remains bullish on the sector here. Plus: hear one longtime tech investor's take on what to watch out for when Nvidia reports (Melius Research Ben Reitzes), and whether Alphabet's new rally to record highs has legs here... In addition to one crypto CEO's take on the recent sell-off there (Bullish's Tom Farley).

Also in focus: an exclusive with Goldman Sachs Chairman & CEO David Solomon... Spanning markets, M&A, and how AI is changing his business. Hear his comments in full this hour.

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Blue Owl Exclusive, Nvidia Earnings Countdown, Target's Revenue Miss 11/19/25

podcasts@cnbc.com (CNBC) — Wed, 19 Nov 2025 15:36:19 +0000

Carl Quintanilla, Jim Cramer and David Faber led off the show with news broken by CNBC's Leslie Picker: Blue Owl has decided to call off the merging of two of its private-credit funds. Blue Owl Capital Co-President Craig Packer joined the program at Post 9 in an exclusive interview. The anchors also discussed what to expect from Nvidia's much-anticipated earnings report due out after the bell — as AI bubble fears have taken a toll on the tech sector. Target shares under pressure after the company trimmed profit guidance and missed on Q3 revenue, while shares of Lowe's and TJX moved higher on their respective quarterly results. Also in focus: "Faber Report" update on the Warner Bros. Discovery bidding war.

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Cramer’s Morning Take: Disney 11/18/25

podcasts@cnbc.com (CNBC) — Tue, 18 Nov 2025 16:57:43 +0000

Cramer explains why the Club cut its position in this entertainment giant. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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SOTS 2nd Hour: Nvidia/Microsoft/Anthropic Deal Details, AI Bubble Fears, & The Home Depot Breakdown 11/18/25

podcasts@cnbc.com (CNBC) — Tue, 18 Nov 2025 16:18:54 +0000

Carl Quintanilla, Sara Eisen, and David Faber kicked off the hour with fresh economic data and huge breaking news on the AI front involving Nvidia, Microsoft, and private start-up Anthropic - who's also notched a new valuation of $350B. Get the key details, what it means for stocks, and a discussion on whether we're reaching bubble territory this hour. Plus: did Jensen Huang already reveal what to expect from earnings tomorrow? How to read the tea leaves - going back to October.

Also in focus: the retail wrap-up according to UBS, as Home Depot kicks off a huge week of reports from Target and Walmart later on... And one former Fed governor's take on what to expect in December when it comes to rate cuts.

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AI Bubble Fears, Home Depot Slides, MP Materials CEO Talks Rare Earths 11/18/25

podcasts@cnbc.com (CNBC) — Tue, 18 Nov 2025 15:34:39 +0000

How should you play the AI trade? Carl Quintanilla, Jim Cramer and David Faber explored this week's tech sector sell-off on Al bubble fears. They discussed the BofA Global Fund Manager Survey, which says more than 50% of investors believe AI stocks continue to be in a bubble. The anchors reacted to Alphabet CEO Sundar Pichar telling the BBC about "irrationality" in the AI boom. Home Depot shares under pressure after the company posted a Q3 earnings miss and cut profit guidance, citing "consumer uncertainty" and weaker demand. MP Materials CEO James Litinsky joined the anchors at Post 9 — with shares of the rare earth producer up more than 250% this year. Also in focus: Cloudflare outage, Bitcoin below $90,000.

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SOTS 2nd Hour: A Jenga-Tower Economy? Buffett's Alpha-bet, & Goldman's Small Cap Picks 11/17/25

podcasts@cnbc.com (CNBC) — Mon, 17 Nov 2025 16:26:03 +0000

Carl Quintanilla, Sara Eisen, and David Faber kicked off the hour with fresh economic data and a look at the big week ahead for Wall Street - before getting into whether we're in a "Jenga Tower" economy with one market strategist arguing yes. Plus: Berkshire Hathaway out with a big bet on Google... The details, this hour. And is it time to take a look at the smallcaps? Hear one Goldman portfolio manager's top picks for what's been a volatile trade this month.

Also in focus: the bitcoin breakdown - as prices struggle to hold onto gains for the year... And what you need to know about the FAA's rollback of flight restrictions, starting today.

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Volatility and the AI Trade, Apple Jumps on Berkshire Stake, Apple and Succession 11/17/25

podcasts@cnbc.com (CNBC) — Mon, 17 Nov 2025 15:34:35 +0000

Carl Quintanilla, David Faber and Sara Eisen covered market volatility and the AI trade ahead of this week's Nvidia earnings report. Alphabet shares jumped after Berkshire Hathaway disclosed a $5 billion stake in the company. The anchors reacted to a Financial Times report which states Apple is ramping up its succession plan for CEO Tim Cook. Also in focus: Morgan Stanley's S&P 500 price target of 7800, Dell downgraded, retail earnings preview and the consumer, what Anthropic's CEO told CBS' "60 Minutes" about AI and jobs, Netflix's 10-for-1 stock split goes into effect, Fed Vice Chair Philip Jefferson's comments on risks, Fmr. Federal Reserve Governor Kevin Warsh slams the central bank in a WSJ op-ed.

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SOTS 2nd Hour: Where The Fed Stands, How To Trade The Tech Tumble, & Apollo's Chief Economist 11/14/25

podcasts@cnbc.com (CNBC) — Fri, 14 Nov 2025 16:55:05 +0000

Sara Eisen and Carl Quintanilla kicked off the hour with a fresh read on where the Federal Reserve stands on rates - after a tough day for the markets on falling odds of a December cut - and on the heels of new, hawkish comments out of one FOMC voting member top of the hour. Market veteran Mohamed El-Erian gave his take - in addition to Apollo Chief Economist Torsten Slok. Plus: is the tech sell-off overdone - or is there more pain to come? Longtime tech bull, Wedbush's Dan Ives, joined the team with his reasons to buy here.

Also in focus: the retail wrap-up - from Walmart's CEO retiring after more than a decade at the helm (including who's taking the reins and what it means for shareholders) and more on the shock end, effective immediately, to Under Armour's partnership with Stephen Curry...

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Cramer’s Morning Take: Home Depot 11/14/25

podcasts@cnbc.com (CNBC) — Fri, 14 Nov 2025 16:16:41 +0000

Cramer calms fears around this home improvement stock’s recent downgrade. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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Stocks Extend Sell-off, Walmart CEO to Retire, Vertiv Exec. Chmn. Cote on AI 11/14/25

podcasts@cnbc.com (CNBC) — Fri, 14 Nov 2025 15:26:28 +0000

Carl Quintanilla and Jim Cramer explored stocks extending Thursday's sell-off, sparked by AI valuation fears and worries the Fed might stand pat on interest rates in December. Hear what Cramer had to say about navigating this market and where to put your money to work. Big news out of Walmart: CEO Doug McMillon is retiring after nearly 12 years on the job and will be replaced in February by Walmart U.S. CEO John Furner. The anchors discussed McMillon's legacy, Walmart's stock price during his tenure and the future for the retail giant. Vertiv Executive Chairman and former Honeywell CEO David Cote joined the program at Post 9 to discuss the AI landscape. Also in focus: President Trump's tariff moves and the battle against inflation.

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SOTS 2nd Hour: The Inflation Debate, Malone On The Record, & The Private Market Push 11/13/25

podcasts@cnbc.com (CNBC) — Thu, 13 Nov 2025 16:14:42 +0000

Carl Quintanilla, Sara Eisen, and David Faber kicked off the hour with a debate on the current state of inflation before jumping into the market picture with one market strategist who argues a rate cut is in the cards for December. Plus: a look at the state of modern media - through some rare exclusive comments out of Liberty Media Chairman John Malone, and later with a Disney analyst who still says the stock's a buy as it falls post-results.

Also in focus: Wall Street's increasing bets on private markets... Is investor appetite really growing for shares of private companies? The CEO of Fundrise joined the team with his read from the ground on demand.

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Shutdown Ends, Disney Slides, Cisco CEO, John Malone Exclusive 11/13/25

podcasts@cnbc.com (CNBC) — Thu, 13 Nov 2025 15:55:32 +0000

Carl Quintanilla, Jim Cramer and David Faber led off the show with the end of the longest government shutdown in U.S. history — 43 days — after President Trump signed into law a funding bill approved by both houses of Congress. Disney shares take a hit as a Q4 revenue miss overshadows an earnings beat. Cisco CEO Chuck Robbins joined the program to discuss how AI fueled the company's better-than-expected earnings and upbeat guidance. In a CNBC Exclusive, legendary media mogul John Malone spoke to David about the potential sale of Warner Bros. Discovery. Also in focus: Quantum computing stocks under pressure, Dow 48,000 and beyond, Sources tell David that Elon Musk's xAI raised $15 billion in its latest funding round.

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Cramer’s Morning Take: AMD 11/12/25

podcasts@cnbc.com (CNBC) — Wed, 12 Nov 2025 16:40:06 +0000

Cramer says not to think of this tech stock as competing in a zero-sum game. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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SOTS 2nd Hour: Delta CEO Talks Shutdown, Jefferies Chief Market Strategist, Bostic Retires & Anthropic News 11/12/25

podcasts@cnbc.com (CNBC) — Wed, 12 Nov 2025 16:25:54 +0000

Fresh news out of Washington: as a potential end to the shutdown looms - and Treasury Secretary Bessent makes new comments promising relief on prices...

Carl Quintanilla and Sara Eisen broke down the latest, along with a slew of breaking news just crossing at 10 out of both the Federal Reserve and the AI complex. Jefferies Chief Market Strategist David Zervos gave his take on what it all means for stocks, while the team also got a read from the ground on the airlines - and any ongoing shutdown impacts - with the CEO of Delta.

Also in focus: AMD shares surging as investors get bullish on the name - hear one chip analyst's take on the double-digit move, and whether shares are still a buy here. Plus: details on Toyota's big new EV bet here in the U.S., announced just this hour.

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AMD Lifts the AI Trade, Dow Extends Record Run, House Vote and the Shutdown 11/12/25

podcasts@cnbc.com (CNBC) — Wed, 12 Nov 2025 15:43:41 +0000

Carl Quintanilla and Jim Cramer delved into the rebound in the AI trade, led by AMD: Shares up sharply on the company's sales forecast. Hear what Cramer said about winners and losers in the AI trade. The Dow hit a new all-time high, fueled by optimism that the House will pass a Senate bill to re-open the government and end the record-long shutdown. Also in focus: IBM's "quantum" leap, consumer and retail stock movers, President Trump to host Wall Street CEOs at a White House dinner.

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Cramer's Morning Take: Nike 11/11/25

podcasts@cnbc.com (CNBC) — Tue, 11 Nov 2025 16:38:20 +0000

Cramer warns this retail giant’s turnaround is real. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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SOTS 2nd Hour: Softbank Sells Nvidia, Market Vet Ed Yardeni, & The Pulse of the AI Trade 11/11/25

podcasts@cnbc.com (CNBC) — Tue, 11 Nov 2025 16:31:32 +0000

Carl Quintanilla, Sara Eisen, and David Faber kicked off the hour with a fresh read on main street and the jobs market through alternatives like the NFIB Small Business Index and new ADP numbers - before checking in on the shutdown and getting market veteran Ed Yardeni's take on all the action.

Also in focus: the state of the AI trade, following yesterday's big rebound - the team checked in with one AI software CEO about key risks ahead, broke down Softbank's big decision to sell its entire Nvidia stake, and got the street's take on new numbers out of AI hyperscaler Coreweave. Plus: hear from the CEO of one AI upstart that's changing the way we do medicine... starting with your doctors office.

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AI Trade's Wild Ride, CoreWeave CEO "First on CNBC," SoftBank Sells Nvidia Stake 11/11/25

podcasts@cnbc.com (CNBC) — Tue, 11 Nov 2025 15:27:48 +0000

One day after a tech sector rebound, the AI trade continues its wild ride. Carl Quintanilla, Jim Cramer and David Faber discussed CoreWeave shares down sharply despite a quarterly revenue beat. CoreWeave CEO Michael Intrator joined the program at Post 9 "First on CNBC" to talk about his company's growth strategy and the AI arms race. The anchors reacted to SoftBank selling its entire $5.8 billion stake in Nvidia. Also in focus: Senate bill passage moves the U.S. a step closer to ending the government shutdown, a Nike "Mad Dash," honoring our veterans.

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Cramer's Morning Take: Nvidia 11/10/25

podcasts@cnbc.com (CNBC) — Mon, 10 Nov 2025 16:12:11 +0000

Cramer says he still likes this Wall Street darling despite it being hurt by Sam Altman. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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SOTS 2nd Hour: AI Trade Comeback, Shutdown Hopes, & Generac CEO Talks Data Center Demand 11/10/25

podcasts@cnbc.com (CNBC) — Mon, 10 Nov 2025 16:07:16 +0000

Carl Quintanilla, Sara Eisen, and David Faber kicked off the hour with the latest on the government shutdown before breaking down the market picture with stock-picker Dan Greenhaus. Plus: the AI trade making a big rebound in early trading - hear from the CEO of one company that's pivoting into the data center game (Generac) and more on the key movers to watch today.

Also in focus: what new numbers out of instacart - and CNBC's proprietary NRF Retail Monitor - are saying about the consumer; whether a 50-year mortgage could really be on the horizon; and the latest on Pfizer & Moderna as their bidding war comes to a close.

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Shutdown Deal Rally, AI Trade After a Rough Week, Pfizer CEO on Metsera Deal 11/10/25

podcasts@cnbc.com (CNBC) — Mon, 10 Nov 2025 15:38:33 +0000

Carl Quintanilla, Jim Cramer and David Faber discussed stocks jumping after the Senate struck a tentative bipartisan deal aimed at ending the government shutdown. The tech sector was in rally mode, rebounding after worries about AI valuations resulted in the worst week for the Nasdaq since April. Pfizer CEO Albert Bourla joined the program at Post 9 to talk about his company's deal to buy obesity drug maker Metsera for up to $10 billion — he offered some spicy commentary in the process. Also in focus: Tariffs and President Trump's $2,000 check proposal, the Disney vs. YouTube saga, what's driving health insurance stocks lower.

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SOTS 2nd Hour: Live from Pebble Beach - Citi, IBM CEOs; Plus: Goldman Sachs Chief Economist 11/7/25

podcasts@cnbc.com (CNBC) — Fri, 7 Nov 2025 16:17:34 +0000

Sara Eisen and Carl Quintanilla kicked off the hour with new consumer sentiment data hitting its lowest levels in years - and key market analysis from J.P. Morgan Asset Management's Chief Global Strategist. Plus: Goldman Sachs' Chief Economist joined the team later on, with more on why he warns it's the worst jobs market he's seen in 50 years - outside of a recession.

Also in focus: Citi's blockbuster Tech & Media conference underway in Pebble Beach, California... Sara sat down with Citi CEO Jane Fraser to discuss today's market - and AI bubble fears - before later diving deep into the outlook for AI with IBM CEO Arvind Krishna this hour.

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AI Valuation Jitters, Shutdown Hits Air Travel, Musk's $1T Pay Victory, Affirm CEO "First on CNBC" 11/7/25

podcasts@cnbc.com (CNBC) — Fri, 7 Nov 2025 15:27:18 +0000

Carl Quintanilla and Scott Wapner drilled down on the tech sector extending Thursday's sell-off: Big tech stocks in the AI trade adding to losses on jitters about valuations. Hundreds of flights have been canceled after the Federal Aviation Administration reduced commercial air traffic due to the government shutdown. Tesla shareholders approved CEO Elon Musk's $1 trillion pay package. Veteran analyst Gene Munster offered his take on what's ahead for Musk, the EV maker and its stock. Affirm CEO Max Levchin joined the program to discuss the "buy now, pay later" fintech's earnings that lifted the stock. Also in focus: Bitcoin and crypto weakness, travel and restaurant stock moves, President Trump acknowledges Americans "might be paying something" for tariffs.

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SOTS 2nd Hour: Job Cuts Surge, Navigating Big Tech, & LIVE: Charles Schwab, Chime CEOs 11/6/25

podcasts@cnbc.com (CNBC) — Thu, 6 Nov 2025 17:01:07 +0000

Earnings season rumbling on as new data starts to show cracks in the jobs market:

Sara Eisen, Carl Quintanilla, and David Faber kicked off the hour breaking down a new report showing US companies announced the most job cuts for any October - in more than two decades... With more from one Janus Henderson Portfolio Manager who says big tech is still the place to be. Plus: Charles Schwab's CEO joined the team on the heels of a big new bet on private markets - while the CEO of Chime discussed new earnings from the fintech and what they're seeing on the consumer side.

Also in focus: the fate of Elon Musk's $1T pay package getting decided today - why our autos reporter says it's likely to pass; what's driving Doordash shares to their worst day on record; and the biggest earnings movers to know in early trading.

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Cramer's Morning Take: Qnity 11/6/25

podcasts@cnbc.com (CNBC) — Thu, 6 Nov 2025 16:46:47 +0000

Cramer tells investors to wait for this stock’s earnings to buy in. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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Shutdown Impact on Air Travel, Nvidia CEO on China-U.S. AI Race, Musk $1T Pay Package Vote Watch 11/6/25

podcasts@cnbc.com (CNBC) — Thu, 6 Nov 2025 16:39:07 +0000

Carl Quintanilla, Jim Cramer and David Faber led off the show with the government shutdown's impact on air travel: Transportation Secretary Sean Duffy and Federal Aviation Administration officials announced a 10% reduction in air traffic at 40 major U.S. airports, beginning Friday. The anchors reacted to Nvidia CEO Jensen Huang softening comments he made to the Financial Times about China beating the U.S. in the AI race. Shares of Arm Holdings and Qualcomm moved in opposite directions after each company posted earnings. The watch is on to see how Tesla shareholders vote on CEO Elon Musk's $1 trillion pay package at the EV maker's annual meeting. Also in focus: Big market swings for Thursday's earnings winners and losers.

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SOTS 2nd Hour: SCOTUS Tariffs Hearing, Lemonade CEO Talks AI Insurance, & LIVE: Bank of America CEO 11/5/25

podcasts@cnbc.com (CNBC) — Wed, 5 Nov 2025 16:25:04 +0000

Sara Eisen, Carl Quintanilla, and David Faber kicked off the hour with a slew of fresh data on the economic front - and more on what investors need to know as the Supreme Court kicks off Day 1 of arguments around the legality of President Trump's global tariffs... Plus: Bank of America CEO Brian Moynihan joined the team with his read on the economy, live from the company's first investor day in more than 15 years - while the CEO of Lemonade gave his take on how AI is changing the insurance business as those shares surge post-results.

Also in focus: the growing bidding war between Novo Nordisk and Pfizer that could impact the future of the weightloss market... and a deep-dive on what's driving Pinterest shares to their worst day on record.

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Cramer's Morning Take: McDonald’s & Starbucks 11/5/25

podcasts@cnbc.com (CNBC) — Wed, 5 Nov 2025 16:22:06 +0000

Cramer says this beverage stock could move higher if it lowers prices. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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AI Valuation Fears, McDonalds Rises Despite Q3 Miss, Mamdani and Dems' Big Election Night 11/5/25

podcasts@cnbc.com (CNBC) — Wed, 5 Nov 2025 15:45:20 +0000

After the worst day for stocks in almost a month, Carl Quintanilla, Jim Cramer and David Faber drilled down on Tuesday's sell-off — sparked by investor concerns about valuations of stocks in the AI trade. McDonald's shares moved higher as Q3 same-store sales growth overshadowed a quarterly miss. The anchors reacted to the Democrats' big election night, including Zohran Mamdani winning the New York City mayoral race. Also in focus: The Elon Musk $1 trillion pay package vote just one day away, bitcoin's fall below $100,000, "Faber Report" update on the Novo Nordisk-Pfizer bidding war for obesity drugmaker Metsera, Cramer previews Wednesday night's Mad Money "Back to School Tour" episode at Harvard Business School.

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SOTS 10AM: Palantir Pulls Back, Kostin’s Red Flag Warning, Ted Leonsis on the Enduring Power of Sports 11/4/25

podcasts@cnbc.com (CNBC) — Tue, 4 Nov 2025 16:56:47 +0000

Stocks pulled back in early trading but came off the lows during the hour, as Palantir fell and volatility rose. Goldman Sachs Chief US Equity Strategist David Kostin joins with a red flag for the market that he’s seeing from earnings season. Seema Mody gives an update on Wall Street’s reaction to Palantir’s quarter, and harsh comments from CEO Alex Karp towards investors who are shorting his stock. Meantime the CEO of air taxi company and new IPO Beta Technologies joins ahead of the stock’s first trade. Plus Washington Capitals owner Ted Leonsis on the enduring power of sports ratings, and new developments in the bidding war for biotech company Metsera.

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Cramer's Morning Take: Eaton 11/4/25

podcasts@cnbc.com (CNBC) — Tue, 4 Nov 2025 16:37:39 +0000

Cramer tells investors when this stock gets hit you want to have room to buy. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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Palantir Slides, Pfizer-Novo Nordisk Bidding War Heats Up, Fund Giant to Vote Against Musk's $1T Pay Package 11/4/25

podcasts@cnbc.com (CNBC) — Tue, 4 Nov 2025 15:33:03 +0000

The tech sector under pressure: Carl Quintanilla, Jim Cramer and David Faber began the show with Palantir shares down sharply despite better-than-expected Q3 results and upbeat revenue guidance. Hear what CEO Alex Karp told CNBC about short sellers as Palantir shares remain among this year's best performers on the S&P 500. Pfizer and Novo Nordisk sweetened their respective offers to buy obesity drugmaker Metsera. Norway's sovereign wealth fund — the world's biggest — said it will vote against Tesla CEO Elon Musk's massive pay package that could total $1 trillion. Shopify President Harley Finkelstein joined the program to discuss the company's earnings and its outlook for the holiday quarter. Also in focus: Earnings winners and losers.

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Cramer's Morning Take: Nvidia 11/3/25

podcasts@cnbc.com (CNBC) — Mon, 3 Nov 2025 17:15:52 +0000

Cramer lays out why this Wall Street darling may be undervalued. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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Kimberly-Clark to Buy Kenvue, Amazon-OpenAI Deal, November Markets 11/3/25

podcasts@cnbc.com (CNBC) — Mon, 3 Nov 2025 16:49:14 +0000

Kleenex and Tylenol under one roof: Carl Quintanilla, Jim Cramer and David Faber discussed Kimberly-Clark agreeing to acquire Kenvue for $40 billion in cash and stock. Should investors like the deal? Amazon shares hit a new record high after OpenAI struck a $38 billion infrastructure deal with AWS. Also in focus: November markets playbook, Ford auto sales rise in October despite a slide in EV demand, reaction to earnings from Warren Buffett's Berkshire Hathaway, A price target hike for Nvidia, The CEO of DuPont spin-off

Qnity joined the anchors at Post 9 on the electronics company's first trading day as an independent company.

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SOTS 10AM: The Bull Case for Stocks Into Year-End, Why AI is Helping Avoid a Recession, Ares CEO on Alternatives 11/3/25

podcasts@cnbc.com (CNBC) — Mon, 3 Nov 2025 16:10:47 +0000

A mixed session as the major averages kicked off a seasonally strong month. Cantor’s Eric Johnston makes the case for a rally in stocks, bonds, and bitcoin into year-end. Meantime Mark Zandi from Moody’s on why he says the US would be in a recession if it weren’t for the AI trade. Ares CEO Michael Arougheti joins right after his earnings call to break down what drove a strong quarter for the alternative asset manager and his outlook for deals. Plus the news moving Beyond Meat and Palantir, and details behind the mega-deal between Kimberly-Clark and Kenvue.

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Squawk on the Street 2nd Hour 10/31/25

podcasts@cnbc.com (CNBC) — Fri, 31 Oct 2025 16:08:36 +0000

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Cramer's Morning Take: Apple 10/31/25

podcasts@cnbc.com (CNBC) — Fri, 31 Oct 2025 15:34:44 +0000

Cramer thinks this smartphone giant’s stock is near a buying opportunity. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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Amazon Soars to Record High, Apple Beats, Chevron CEO Exclusive 10/31/25

podcasts@cnbc.com (CNBC) — Fri, 31 Oct 2025 14:30:41 +0000

Carl Quintanilla, Jim Cramer and David Faber delved into Magnificent 7 earnings that sparked a tech rally on the final trading day of October. Amazon shares surged to a new all-time high after posting a quarterly beat, fueled by the fastest cloud growth since 2022. Apple also reported better-than-expected results — and forecast strong demand for the iPhone 17 in the holiday quarter. Chevron CEO Mike Wirth joined the program to discuss the energy giant's beat on earnings despite lower oil prices. The anchors reacted to what Nvidia CEO Jensen Huang said in South Korea about the Chinese market. Also in focus: "Fed for thought" on rates, The AI trade and big tech's capex spending surge, "Faber Report" update on Warner Bros. Discovery.

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Cramer's Morning Take: Starbucks 10/30/25

podcasts@cnbc.com (CNBC) — Thu, 30 Oct 2025 15:37:09 +0000

Cramer thinks this stock’s pullback presents a buying opportunity. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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SOTS 10AM: Fed, Tech, and Trade: Separating the News from the Noise 10/30/25

podcasts@cnbc.com (CNBC) — Thu, 30 Oct 2025 15:24:40 +0000

Stocks struggled for direction in early trading as opposing forces including big tech earnings, the Fed decision, and China trade talks pulled investors in different directions. Ed Yardeni from Yardeni Research joined with his take on where markets head into year end. Former Fed Governor Randall Kroszner weighed in on the double dissent at Wednesday’s Fed meeting, and what it means for policy going forward. Roblox CEO David Baszucki joined to break down his company’s quarterly report, which sent the stock lower, and the steps the company is taking to protect younger users. Plus a preview of what to expect from Apple and Amazon, and the news sending Chipotle shares tanking.

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Earnings Parade: Meta and Microsoft Slide, Alphabet Surges, Starbucks and Eli Lilly CEO 10/30/25

podcasts@cnbc.com (CNBC) — Thu, 30 Oct 2025 15:18:43 +0000

Jim Cramer and David Faber explored what to make of earnings from three of the Magnificent 7 mega-caps: Meta shares tumbled and Microsoft's stock fell as AI spending increases overshadowed quarterly beats — while shares of Google parent Alphabet surged on better-than-expected results, fueled by strength in the cloud. Starbucks CEO Brian Niccol joined the program to discuss his company's results and turnaround plan. Eli Lilly CEO David Ricks spoke to Jim and David about his company's earnings and what's next for its Mounjaro weight loss drug. Also in focus: The meeting between Presidents Trump and Xi, Novo Nordisk-Pfizer bidding war, Chipotle plunges, Comcast's earnings message.

Disclosure: Comcast is the parent company of NBCUniversal, which owns CNBC.

Versant would become the new parent company of CNBC upon Comcast’s planned spinoff of Versant.

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Cramer's Morning Take: Nvidia & Corning 10/29/25

podcasts@cnbc.com (CNBC) — Wed, 29 Oct 2025 16:34:55 +0000

Cramer says this data center-related stock’s move higher is not done. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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SOTS 10AM: Nvidia Tops $5 Trillion, Mohamed El-Erian on the Fed, Brookfield’s Bruce Flatt from Riyadh 10/29/25

podcasts@cnbc.com (CNBC) — Wed, 29 Oct 2025 15:55:12 +0000

More record highs for the major averages ahead of the Fed decision and earnings from the three of the Magnificent 7 names. Longtime market watcher Mohamed El-Erian gives his predictions ahead of Jerome Powell’s press conference. Meantime Nvidia hit a record high, becoming the first company to push above 5 trillion dollars in market cap. Plus what to expect from Alphabet’s earnings report, and a conversation from Saudia Arabia with Brookfield CEO Bruce Flatt, fresh off an $80 billion nuclear deal with the U.S. Government.

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Nvidia Hits $5T Valuation, Boeing and Adobe CEOs, Fed Decision Day 10/29/25

podcasts@cnbc.com (CNBC) — Wed, 29 Oct 2025 15:20:53 +0000

Carl Quintanilla, Jim Cramer and David Faber drilled down on a historic day for Nvidia: The chip giant became the first company to reach a $5 trillion market cap.

Boeing CEO Kelly Ortberg joined the program to discuss the jet maker's wider-than-expected Q3 loss and taking a charge of nearly $5 billion related to 777X delivery delays.

The anchors interviewed Adobe CEO Shantanu Narayen about the company ramping up its AI offerings. Also in focus: New record highs for stocks ahead of

Wednesday's Fed decision on rates, Caterpillar surges and leads the earnings parade, why one particular stock plummeted by more than 40%.

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Cramer's Morning Take: Corning 10/28/25

podcasts@cnbc.com (CNBC) — Tue, 28 Oct 2025 15:33:47 +0000

Cramer explains why this company has a path to multiple years of upside. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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SOTS 10AM: Ray Dalio on AI, Ken Moelis Sees Trillions in Value Ahead, Why Microsoft Popped 10/28/25

podcasts@cnbc.com (CNBC) — Tue, 28 Oct 2025 15:09:59 +0000

Stocks traded at record highs as the Fed meeting gets underway and the AI boom rolls on. Famed investor Ray Dalio joins Sara Eisen at the FII Summit in Riyadh, Saudia Arabia, to talk about whether he sees a bubble in AI, and the potential similarities in the market to the late 1920s. Dealmaker Ken Moelis also joined from Riyadh, with a rosy outlook on the M&A market, saying we could be on the brink of a boom. Plus - the news that sent Microsoft back above 4 trillion dollars in market cap, and what drove the pops in UPS, Skyworks, and Wayfair.

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Apple and Microsoft Hit $4T, Amazon Job Cuts, AMD and Royal Caribbean CEOs 10/28/25

podcasts@cnbc.com (CNBC) — Tue, 28 Oct 2025 14:59:08 +0000

On another record-setting day for stocks, Carl Quintanilla, Jim Cramer and David Faber delved into a slew of tech-related news. OpenAI converted into a public-benefit corporation in which Microsoft will hold a 27% stake. The news sent Microsoft's market cap back above $4 trillion. Separately, Apple hit a $4T valuation for the first time. Amazon announced plans to cut 14,000 jobs. A CEO Doubleheader: AMD's Lisa Su joined the program to discuss the chipmaker's AI supercomputer partnership with the Department of Energy. Royal Caribbean Group's Jason Liberty spoke about the cruise operator's earnings beat and raised guidance that failed to lift the stock. Also in focus: Skyworks Solutions-Qorvo merger, UPS shares surge.

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Cramer's Morning Take: Qualcomm 10/27/25

podcasts@cnbc.com (CNBC) — Mon, 27 Oct 2025 16:25:45 +0000

Cramer warns owners of this stock should sell right now. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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SOTS 2nd Hour: Qualcomm News, A Possible Trade Truce, & The Case Against AI Super-Intelligence 10/27/25

podcasts@cnbc.com (CNBC) — Mon, 27 Oct 2025 15:49:14 +0000

Leslie Picker, Carl Quintanilla, and David Faber kicked off the hour with breaking news out of Qualcomm - sending those shares surging - before getting the latest on the trade front out of Washington, and more on how to trade it all with Interactive Brokers Chief Strategist Steve Sosnick. Plus: reaction from a top analyst in the semis space on all the headlines - and what a trade war truce could mean for the group... Along with more on the day's other big movers: including Keurig Dr. Pepper, Tesla, and a new deal within the banks.

Also in focus: the case *against* AI super-intelligence... Some of the world's best and brightest signing a new petition to ban advanced AI, saying it poses a danger from security risks to human extinction. Hear from one professor who joined the pledge about what's at stake and why he signed.

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U.S.-China Trade Deal Hopes Propel Stocks to All-Time Highs 10/27/25

podcasts@cnbc.com (CNBC) — Mon, 27 Oct 2025 14:39:18 +0000

Carl Quintanilla, Jim Cramer and David Faber kicked off a new trading week with major stock indices hitting new record highs. Hopes for a U.S.-China trade deal sparking market optimism, after both sides agreed to a framework over the weekend ahead of talks between Presidents Trump and Xi. A lot for investors to digest this week, including earnings from five of the "Magnificent 7" tech giants and the Fed's decision on interest rates. "Faber Report": Sources tell David "Yellowstone" creator Taylor Sheridan is leaving Paramount for NBCUniversal. Also in focus: "Merger Monday," Warren Buffett's Berkshire Hathaway underperforms the S&P 500, what Tesla Chair Robyn Denholm told CNBC about Elon Musk's massive pay package.

Disclosure: Comcast is the parent company of NBCUniversal, which owns CNBC.

Versant would become the new parent company of CNBC upon Comcast’s planned spinoff of Versant.

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Cramer's Morning Take: GE Vernova 10/24/25

podcasts@cnbc.com (CNBC) — Fri, 24 Oct 2025 16:46:04 +0000

Cramer says this stock is in a prime position for “rocketship” growth. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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SOTS 2nd Hour: Goldman's Chief U.S. Economist, Ford Takeaways, & New Consumer Data 10/24/25

podcasts@cnbc.com (CNBC) — Fri, 24 Oct 2025 15:55:55 +0000

Leslie Picker, Carl Quintanilla, and Michael Santoli kicked off the hour with new consumer data and the latest on the trade front out of Washington - before breaking down this morning's cooler-than-expected inflation report with Goldman's Chief U.S. Economist, and Bespoke's Paul Hickey. Plus: get the read out from Ford earnings with former CEO Mark Fields - and a deep-dive on JPMorgan's latest move into the crypto space.

Also in focus: a check in on the AI complex... AI data center start-up Crusoe just raising new money at a $10B+ valuation - with backers including Nvidia and Salesforce. Crusoe's CEO joined the team at Post 9 to talk the news, and whether this massive domestic investment in data centers will really pay off.

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Inflation Data Rally, Trump Ditches Canada Talks, Intel Jumps on Q3 Results 10/24/25

podcasts@cnbc.com (CNBC) — Fri, 24 Oct 2025 14:33:16 +0000

Carl Quintanilla and Jim Cramer explored stocks hitting new record highs, sparked by tamer-than-expected September CPI. Release of the inflation data had been delayed by more than a week due to the government shutdown. The anchors also discussed President Trump's decision to terminate trade talks with Canada — he expressed anger over Ontario's anti-tariffs television ad featuring Ronald Reagan. Also in focus: Intel shares spike on its first earnings report since the U.S. government took a 10% stake in the chipmaker, layoffs at Target, Meta, Applied Materials and Rivian, Ford and Procter & Gamble get a lift from quarterly results, UGG boots maker Deckers Outdoor plunges.

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Cramer's Morning Take: Honeywell 10/23/25

podcasts@cnbc.com (CNBC) — Thu, 23 Oct 2025 15:33:28 +0000

Cramer says this stock has tremendous value ahead of its spinoff. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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SOTS 2nd Hour: Tesla In Reverse, IMAX CEO, & Counselor To The Treasury Secretary Talks Deficit Concerns 10/23/25

podcasts@cnbc.com (CNBC) — Thu, 23 Oct 2025 15:15:31 +0000

Another morning - another slew of earnings reports:

Leslie Picker and Michael Santoli kicked off the hour with new housing data just crossing - and a look at 2 market moving stories out of the White House. Plus... The earnings you should know: an analyst gave his take on why Tesla shares are moving in reverse post-results, Phil Lebeau brought the latest on the airlines after new numbers out of American and Southwest, and the CEO of IMAX joined the team at Post 9 with his take on a record breaking quarter from the company.

Also in focus: are U.S. deficit concerns overblown? The Treasury department out with some new analysis... and Counselor to the Treasury Secretary Joe Lavorgna gave his take on it all - and potential tariff revenues ahead.

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Tesla's earnings miss, Southwest and CrowdStrike CEOs, T-Mobile's Incoming CEO 10/23/25

podcasts@cnbc.com (CNBC) — Thu, 23 Oct 2025 14:55:24 +0000

Jim Cramer and Scott Wapner discussed what to make of Tesla missing on earnings despite record revenue. The anchors explored everything from Tesla robots to Tesla CEO Elon Musk slamming opponents of his $1 trillion pay package. Big interviews: Southwest Airlines CEO Bob Jordan on the carrier's surprise profit, CrowdStrike CEO George Kurtz discussed AI's impact on cybersecurity, T-Mobile Incoming CEO Srini Gopalan outlined his growth strategy for the wireless carrier. Also in focus: "Trump effect" on the quantum stocks rally, Basketball Hall of Famer Chauncey Billups and Miami Heat player Terry Rozier arrested in federal gambling investigations.

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Cramer's Morning Take: GE Vernova 10/22/25

podcasts@cnbc.com (CNBC) — Wed, 22 Oct 2025 15:52:28 +0000

Cramer calls this energy stock’s decline ‘absurd.’ Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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SOTS 2nd Hour: SEC Chair Atkins, The Netflix Playbook, and AT&T + Applied Digital CEOs 10/22/25

podcasts@cnbc.com (CNBC) — Wed, 22 Oct 2025 15:13:15 +0000

Sara Eisen, Carl Quintanilla, and David Faber kicked off the hour with another day of key pullouts from the morning's earnings calls when it comes to consumer and retail trends - before AT&T CEO John Stankey joined the team to breakdown their quarter... and a Netflix analyst gave his take on new numbers from the streaming giant. Plus: the meme trade reviving shares of Beyond Meat & Krispy Kreme - the team asked SEC Chair Paul Atkins about the move, along with what's next when it comes to regulation ahead for quarterly reports, crypto, and more.

Also in focus: another day, another AI deal - today from Applied Digital for a new $5B AI factory lease over the next 15 years. Their CEO joined the broadcast at Post 9 to discuss the news - and whether we're building too many data centers here in the U.S.

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Netflix Slides on Earnings Miss, WBD Update, Return of the Memes 10/22/25

podcasts@cnbc.com (CNBC) — Wed, 22 Oct 2025 14:32:28 +0000

Carl Quintanilla, Jim Cramer and David Faber led off the show with Netflix shares down sharply on a quarterly earnings miss. The anchors reacted to Netflix Co-CEO Ted Sarandos' earnings call comment about M&A opportunities in light of Warner Bros. Discovery initiating a process to sell itself. In his "Faber Report," David gave an update on WBD — including where Paramount, Comcast and Netflix fit into the picture. Also in focus: Cramer's words of wisdom about meme stocks as Beyond Meat surges more than 900% this week, gold's moves after its worst day in more than a decade, Texas Instruments' weaker guidance drags the stock and the chip sector, Vertiv and the AI energy trade, AT&T earnings reaction, the financial stock Jim says you should buy now.

Disclosure: Comcast is the parent company of NBCUniversal, which owns CNBC.

Versant would become the new parent company of CNBC upon Comcast’s planned spinoff of Versant.

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Cramer's Morning Take: Corning 10/21/25

podcasts@cnbc.com (CNBC) — Tue, 21 Oct 2025 15:51:19 +0000

Cramer says the Club endorses this stock that helps keep data centers cool. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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SOTS 2nd Hour: Coca-Cola CEO, & The State of Activist Investing w/Keith Meister, Lauren Taylor Wolfe 10/21/25

podcasts@cnbc.com (CNBC) — Tue, 21 Oct 2025 15:46:43 +0000

A busy morning of reports as earnings season heats up:

Sara Eisen, Carl Quintanilla, and David Faber kicked off the hour with key pullouts from the morning's earnings calls when it comes to tariff costs and consumer trends - before Coca-Cola CEO James Quincey joined the team to breakdown their quarter... Hear his view on demand, pricing, China, and the low-income consumer. Plus: Faber's exclusive reporting when it comes to a possible sale of Warner Brothers Discovery.

Also in focus: the street's biggest names convening for 13D's annual 'Active-Passive Investor Summit' in NYC today. Catch deep dives on the state of activist investing - and where they see opportunity here - with Corvex Management CIO Keith Meister and later on, Impactive Capital's Lauren Taylor Wolfe (who argued: we're in an AI bubble here).

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WBD Up For Sale, GM Leads Earnings Winners, Starboard Value CEO Jeff Smith 10/21/25

podcasts@cnbc.com (CNBC) — Tue, 21 Oct 2025 14:48:47 +0000

Carl Quintanilla, Jim Cramer and David Faber discussed breaking news from David: Warner Bros. Discovery has initiated a process to sell the company — and that Netflix and Comcast are among the interested parties. General Motors shares surged on a Q3 beat and raised full-year guidance. Earnings winners include Coca-Cola, 3M and GE Aerospace. David interviewed Starboard Value CEO Jeff Smith at the 13D Monitor Active-Passive Investor Summit. The activist investor discussed companies including Tylenol maker Kenvue, of which Smith is a board member. Also in focus: Apple $4 trillion watch, Disney+ cancellations, what Goldman Sachs CEO David Solomon told CNBC about the credit cycle.

Disclosure: Comcast is the parent company of NBCUniversal, which owns CNBC.

Versant would become the new parent company of CNBC upon Comcast’s planned spinoff of Versant.

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Cramer's Morning Take: GE Vernova 10/20/25

podcasts@cnbc.com (CNBC) — Mon, 20 Oct 2025 15:26:13 +0000

Cramer tells investors to take profits from stocks like this energy company. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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SOTS 2nd Hour: Charles Schwab's Liz Ann Sonders, The Netflix Playbook, and A Golden Opportunity Or Red Flag? 10/20/25

podcasts@cnbc.com (CNBC) — Mon, 20 Oct 2025 15:21:38 +0000

Sara Eisen, David Faber, and Carl Quintanilla kicked off the hour looking at fresh data on the China front before breaking down the market picture with Charles Schwab's Chief Investment Strategist Liz Ann Sonders. Plus: why gold and stocks are partying together - according to market veteran Ruchir Sharma, who broke down the rare correlation and why it could lead to an "unpleasant surprise" for investors... and what to do with Netflix shares - ahead of results tomorrow.

Also in focus: Mark Cuban telling CNBC that the Trump administration deserves credit for its efforts to reduce drug prices - hear his exclusive comments, this hour... Along with the latest on the huge internet outage sending a number of high profile websites dark this morning... and the regulatory win sending Boeing shares to fresh highs.

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Apple's iPhone 17 Boost, Busy Earnings Week, Rare Earth Stocks Rally 10/20/25

podcasts@cnbc.com (CNBC) — Mon, 20 Oct 2025 14:32:11 +0000

After the best week for stocks since August, Carl Quintanilla, Jim Cramer and David Faber discussed shares of Apple rising on news about stronger demand for the iPhone 17. The anchors also explored what to expect from the markets this week, with a slew of earnings and CPI inflation data on tap. Hear Cramer's take on where you should take profits now. Rare earth stocks extend their red-hot rally amid the U.S.-China standoff regarding Beijing's export curbs. Also in focus: Nvidia CEO Jensen Huang's take on China and chip curbs, Cleveland-Cliffs soars, a $5,000 call on gold, the Amazon Web Services outage, a note from Morgan Stanley's Adam Jonas on Tesla and robots.

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SOTS 2nd Hour: Dan Niles' Tech Trades, Evercore Vice Chair, & Regional Bank CEO Talks Credit Concerns 10/17/25

podcasts@cnbc.com (CNBC) — Fri, 17 Oct 2025 15:30:20 +0000

Sara Eisen and David Faber began the hour with a fresh read on jobs using some alternative sources - before checking in on the tech trade with longtime investor Dan Niles, who says stocks will melt-up into Thanksgiving despite concerns over the AI trade. A key focus today? The health of the regional banks - as concerns rise around bad loans... Hear from one CEO in the group who says concerns are far overblown here, along with Evercore Vice Chairman Krishna Guha's take on the volatility.

Also in focus: exclusive data from CNBC's All-America survey showing some concerning sentiment about the jobs market... Where things stand in Washington - and why the stoppage could last a lot longer... And a $300 trillion dollar mistake that's hitting crypto markets.

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Regional Banks After the Sell-Off, Apple's "Formula," Trump Weighs on Obesity Drug Stocks 10/17/25

podcasts@cnbc.com (CNBC) — Fri, 17 Oct 2025 14:36:33 +0000

David Faber, Sara Eisen and Michael Santoli led off the show with what's next for regional banks one day after credit concerns sparked a sell-off in that group. Breaking news from Sara: Apple announced a five-year deal for U.S. streaming rights to Formula 1 races. Shares of Novo Nordisk and Eli Lilly down sharply on President Trump's push to lower prices of Novo's blockbuster weight-loss drug Ozempic. Also in focus: Market reaction to Trump's comments on China tariffs, American Express' earnings beat, what Oracle's new CEOs told David, gold rally takes a breather, CoreWeave-Core Scientific deal latest.

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Cramer's Morning Take: Salesforce 10/16/25

podcasts@cnbc.com (CNBC) — Thu, 16 Oct 2025 16:16:41 +0000

Cramer says to stick with this stock that has ‘real value.’ Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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SOTS 2nd Hour: A Trade War or NOT A Trade War? Plus: BNY CEO, United Earnings, & More 10/16/25

podcasts@cnbc.com (CNBC) — Thu, 16 Oct 2025 15:51:10 +0000

Carl Quintanilla, Sara Eisen, and David Faber kicked off the hour with the view from the C-suite when it comes to the consumer and broader economy along with the latest from Washington - before getting into key trades with J.P. Morgan Global Market Strategist Meera Pandit. Plus: earnings season beginning to heat up... Hear the CEO of BNY Melon breakdown their results and the broader M&A environment, while former United Airlines Chairman & CEO gave his take on the airline's strong guidance - despite looming government shutdown risks to aviation.

Also in focus: a cohort of governors spanning 15 blue U.S. states and territories forming a new public health alliance to counter moves from the Trump Administration - and one of them joined the team to explain why (Colorado's Jared Polis).

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The "Force" Is With the AI Trade, U.S.-China Rare Earth Dispute, ChatGPT Erotica Backlash 10/16/25

podcasts@cnbc.com (CNBC) — Thu, 16 Oct 2025 14:38:38 +0000

Carl Quintanilla, Jim Cramer and David led off the show with more upward momentum for the AI trade: Salesforce shares up sharply after the company said it expects revenue of more than $60 billion in 2030. Taiwan Semiconductor's quarterly beat and guidance added to positive market sentiment. Rare earth stocks extended their parabolic rise amid the U.S.-China dispute over Beijing's export controls. The anchors react to OpenAI CEO Sam Altman's response to the backlash surrounding his decision to have ChatGPT allow erotic chats. Also in focus: The comments Starbucks CEO Brian Niccol made to Cramer that sent the stock higher, Fed Governor Waller's latest message on everything from rate cuts and inflation to a softer labor market.

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Cramer's Morning Take: Nike & Costco 10/15/25

podcasts@cnbc.com (CNBC) — Wed, 15 Oct 2025 16:00:11 +0000

Cramer says it's time to buy these retail stocks. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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SOTS 2nd Hour: Bank Earnings Breakdown & Bank of America CEO Moynihan; Plus - DC Headlines Wrap-up 10/15/25

podcasts@cnbc.com (CNBC) — Wed, 15 Oct 2025 15:15:36 +0000

Big banks driving market moves this morning:

Carl Quintanilla, Leslie Picker, and David Faber kicked off the morning with a breakdown of key takeaways from new numbers out of Morgan Stanley and Bank of America before drilling down into individual picks with Trivariate's Adam Parker - and later getting the view from the C-suite when it comes to the consumer, credit, M&A and more with first Citizens Financial's CEO (calling out a "positive macro" on the call) and later Bank of America CEO Brian Moynihan.

Plus: what investors need to know from CNBC's "Invest in America" forum - including the Treasury Secretary's newest comments about the trade war with China, and how CEOs are gauging potential regulation ahead.

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Big Bank Beats, $40B AI Deal, Bessent and Miran at CNBC's Invest In America Forum 10/15/25

podcasts@cnbc.com (CNBC) — Wed, 15 Oct 2025 14:58:31 +0000

Carl Quintanilla, Jim Cramer and David Faber discussed the market rally on a day in which September CPI was scheduled to be released. The report has been postponed until October 24 due to the government shutdown. Shares of Bank of America and Morgan Stanley jumped on better-than-expected quarterly results. The anchors reacted to Treasury Secretary Scott Bessent's harsh criticism of China at the CNBC Invest in America Forum. Sara Eisen interviewed Fed Governor Stephen Miran at that event, discussing his push for further rate cuts. On the AI Front: A consortium including Blackrock, Nvidia, Microsoft and xAI agreed to buy a data center company for about $40 billion. Hear what Salesforce CEO Marc Benioff told Jim at Dreamforce Tuesday about AI and the speed of innovation.

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SOTS 2nd Hour: ECB President Lagarde, Banks Breakdown, & ETSY CEO Talks AI 10/14/25

podcasts@cnbc.com (CNBC) — Tue, 14 Oct 2025 15:27:09 +0000

U.S. markets under pressure as China strikes back with new sanctions:

Carl Quintanilla, David Faber, and Sara Eisen - who's live from DC this hour - discussed the latest reads on the economy through the lens of new small business data and key bank earnings commentary before discussing how to play results from the group with one of the street's top analysts. Plus: European Central Bank President Christine Lagarde joined Sara for a deep dive.... spanning trade tensions to the global growth outlook, before the team also checked in on New York City's economy with one of the city's largest commercial real estate operators and owners (RXR's Scott Rechler).

Also in focus: ETSY moving from the NASDAQ to the NYSE and ringing the opening bell today - their CEO joined the team at Post 9 to talk that news, along with how they're using AI to transform the business.

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Markets Slide, Big Banks Kick Off Earnings Season, Exclusive With BlackRock CEO Fink 10/14/25

podcasts@cnbc.com (CNBC) — Tue, 14 Oct 2025 14:37:56 +0000

Carl Quintanilla, Jim Cramer and David Faber discussed stock markets down sharply after Monday's rebound rally — as trade tensions between the U.S. and China re-escalate.

The anchors also delved into big banks kicking off earnings season, including quarterly results from JPMorgan Chase, Wells Fargo, Goldman Sachs and Citigroup.

BlackRock Chairman & CEO Larry Fink joined the show at Post 9 to talk about earnings as well as the investment landscape both globally and in the U.S.

Also in focus: The latest on OpenAI, hear what Oracle's new CEOs and Broadcom CEO Hock Tan had to say about AI, Johnson & Johnson's upbeat quarterly results and outlook.

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SOTS 2nd Hour: Apollo's Chief Economist, Fmr. Fed Vice Chair Talks Policy, & Exclusive: Oaktree's Howard Marks 10/13/25

podcasts@cnbc.com (CNBC) — Mon, 13 Oct 2025 15:22:01 +0000

Stocks starting the week in the green after Friday's sell-off:

Sara Eisen and Michael Santoli kicked off the hour looking at the state of trade when it comes to China (on the heels of new Imports/Exports data) before Apollo's Chief Economist Torsten Slok gave his take on the overall market picture... and later on, former Fed Vice Chair Lael Brainard joined the team with her predictions when it comes to monetary policy. Plus: the playbook for the Big Banks according to one sector expert, as they kick off a make-or-break week of earnings starting tomorrow.

Also in focus: a deep-dive you don't want to miss with Oaktree Co-Chairman Howard Marks... Hear more on how he sees the current market environment, as he marks *35 years* of writing his famous memos - and whether he says the AI trade is a bubble.

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Markets Rebound After Sell-Off, OpenAI and Broadcom Presidents on Multibillion-Dollar Deal 10/13/25

podcasts@cnbc.com (CNBC) — Mon, 13 Oct 2025 14:28:02 +0000

A coast-to-coast edition of "Squawk on the Street": David Faber in Las Vegas at "Oracle AI World" ahead of his Monday exclusive with Oracle's new CEOs on "Money Movers," Jim Cramer in San Francisco with a big lineup of CEOs this week on "Mad Money" — and Sara Eisen at the New York Stock Exchange. The anchors covered all of the bases on the markets bouncing back from Friday's sell-off — and how President Trump, tariffs and China fit into the picture. Breaking news in the AI arms race: OpenAI is teaming up with Broadcom to jointly develop and deploy 10 gigawatts of custom AI accelerators starting in 2026. The presidents of both companies joined the program to discuss the multibillion-dollar deal.

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Cramer's Morning Take: Starbucks 10/10/25

podcasts@cnbc.com (CNBC) — Fri, 10 Oct 2025 16:50:12 +0000

Cramer explains why he wants to buy this coffee giant's stock. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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SOTS 2nd Hour: Lululemon Founder Sounds Off, the NBA's Return To China, & Amazon: Buy, Sell, or Hold? 10/10/25

podcasts@cnbc.com (CNBC) — Fri, 10 Oct 2025 15:52:52 +0000

New consumer data at the top of the hour:

Carl Quintanilla, David Faber and Leslie Picker kicked things off with a look at the market set-up into a make-or-break week of results out of the Big Banks with JPMorgan Asset Management's Chief Market Strategist for Americas Gabriella Santos. Plus: a look at the bull case for Amazon with one analyst who calls it his top pick - along with a deep-dive on Lululemon shares with company founder Chip Wilson, who's taking aim at the company for what he calls blatant mismanagement in a new WSJ ad.

Around the edges: the playbook for energy stocks as the President teases a potential diplomatic trip to the Middle East, and a live look at the NBA's first game in China since 2019 - with a focus on the money at stake.

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3-Year Bull Market, Fed Final Five, Paramount-WBD Talks 10/10/25

podcasts@cnbc.com (CNBC) — Fri, 10 Oct 2025 15:04:01 +0000

Carl Quintanilla, Jim Cramer and David Faber led off the show with a look at the big winners during this bull market, which marks its third anniversary this coming weekend. The anchors discussed the future for the Fed: Steve Liesman reports Treasury Secretary Scott Bessent has narrowed down the list of candidates for Federal Reserve chair to five from eleven. Also in focus: A fresh record high for the Nasdaq, "Faber Report" with an update on the Paramount Skydance-Warner Bros. Discovery talks, earnings blues for Levi Strauss, an AI stock soars on the "CoreWeave effect," Cramer previews his big week ahead in San Francisco.

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SOTS 2nd Hour: Pepsico CEO, Ferrari Hits The Brakes, & AI's Workforce Impact 10/9/25

podcasts@cnbc.com (CNBC) — Thu, 9 Oct 2025 15:26:12 +0000

Stocks hitting records at the open - before pressure in the early trade:

Carl Quintanilla, Sara Eisen, and David Faber kicked off the hour with the latest alternative data reads from the street as the government shutdown continues to delay key reports - before getting a read on consumer demand, inflation, and more with the CEO of Pepsico, fresh off results from the name. Plus: hear one former Goldman Sachs Chief Economist discuss the AI trade - and rally in gold prices - along with Morgan Stanley's analysis on how AI will impact where, when, and how we work...

Around the edges: details on a new NHTSA probe into Tesla - following supposed safety concerns around the company's FSD technology... More on what's driving Ferrari shares to their worst day in years... And a look at how millennials are changing the investing game with big bets on alternative assets.

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Dimon's Correction Warning, Delta Flies High on Earnings, The Gold (and Silver) Rush 10/9/25

podcasts@cnbc.com (CNBC) — Thu, 9 Oct 2025 14:32:28 +0000

On another record-setting day for the S&P 500 and Nasdaq, Carl Quintanilla, David Faber and Mike Santoli discussed the AI trade and reacted to comments made to the BBC by JPMorgan Chase CEO Jamie Dimon. He said he is "far more worried than others" about a serious market correction. On the earnings front: Delta shares surged on better-than-expected quarterly results and guidance, while PepsiCo posted its own Q3 beat. Also in focus: The record run for gold and silver, Treasury Secretary Bessent blasts Dodd-Frank rules, Nvidia gets a price target hike, probe into Tesla autos, Ferrari shares in reverse.

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Cramer's Morning Take: GE Vernova 10/8/25

podcasts@cnbc.com (CNBC) — Wed, 8 Oct 2025 17:24:42 +0000

Cramer says the Club bought the ‘right’ AI energy stock. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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SOTS 2nd Hour: All That Glitters Is Gold, OpenAI Big Tech Playbook, & A Sora-Subject? 10/8/25

podcasts@cnbc.com (CNBC) — Wed, 8 Oct 2025 15:19:41 +0000

Gold hitting record high after record high: Carl Quintanilla and Sara Eisen kicked off the hour with a look at what's driving the historical rally - before discussing the market impact with Citi's U.S. Equity Strategist Scott Chronert... And later on, Wall Street Journal Chief Economics Correspondent Greg Ip argued it's a sign of eroding faith in central banks worldwide - find out why.

Also in focus: OpenAI out with a slew of new products and partnerships... Hear more on how to trade the news across semiconductor stocks *and* big tech with a key focus on possible risks ahead.

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Nvidia CEO's Message to Investors, Gold's Record Run, Tesla's Cheaper EVs 10/8/25

podcasts@cnbc.com (CNBC) — Wed, 8 Oct 2025 14:37:29 +0000

Carl Quintanilla and Jim Cramer discussed the AI trade and what Nvidia CEO Jensen Huang told Jim and the audience at the CNBC Investing Club's Monthly Meeting on Tuesday. The anchors also reacted to what Huang said Wednesday morning on CNBC about the AI landscape. The gold rally rolls on one day after the precious metal closed above $4,000 for the first time. Also in focus: Market reaction to Tesla's unveiling of its lower-priced Model Y and Model 3 EVs, FedEx downgraded, worries about a freight recession, what Dell CEO Michael Dell told CNBC about the future for data centers.

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SOTS 2nd Hour: Goldman Sachs Vice Chair, Orlando Bravo Talks Tech, & Movers To Know 10/7/25

podcasts@cnbc.com (CNBC) — Tue, 7 Oct 2025 15:11:20 +0000

The government shutdown officially hits 1 week:

Carl Quintanilla and Sara Eisen kicked off the hour with a look at the alternatives to government data investors should know - along with the latest from DC - before breaking down the overall economic picture with former Fed President & Goldman Sachs Vice Chair Robert Kaplan. Plus: billionaire tech investor Orlando Bravo joined the team with his take on the massive money flowing into public and private markets around AI... which he argues is not a bubble.

Around the edges: details on the new deal between online betting platform 'Polymarket' and the owner of the New York Stock Exchange... a debate on whether AI shopping tools are actually *bad* for retail's bottom line.. And the key takeaways from results out of Constellation Brands

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Riding the OpenAI Trade, Gold Hits $4,000, "The Year of Magical Investing" 10/7/25

podcasts@cnbc.com (CNBC) — Tue, 7 Oct 2025 14:48:58 +0000

Carl Quintanilla and Jim Cramer delve into the OpenAI trade fueling the rally in tech stocks -- including AMD extending its gains after soaring Monday on its partnership with the maker of ChatGPT. Our team took some time testing out OpenAI's "Sora" app -- you'll want to see the results. Gold also in rally mode, surpassing $4,000 per ounce for the first time ever. Jim explains why we are in "the year of magical investing" -- and previews Tuesday's CNBC Investing Club Monthly Meeting featuring Nvidia CEO Jensen Huang. Also in focus: The buzz surrounding Tesla's product event, Intercontinental Exchange's strategic $2 billion investment in Polymarket.

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Cramer's Morning Take: Boeing 10/6/25

podcasts@cnbc.com (CNBC) — Mon, 6 Oct 2025 17:55:56 +0000

Cramer says this aerospace stock is a great buying opportunity. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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SOTS 2nd Hour: Deep-dive with Nike's CEO, AMD-OpenAI Details, & America: One Big Bet On AI? 10/6/25

podcasts@cnbc.com (CNBC) — Mon, 6 Oct 2025 16:00:30 +0000

Carl Quintanilla and Sara Eisen discussed a morning of market moves abroad and at-home - as big political changes hit countries like Japan and France. Rockefeller's Ruchir Sharma joined the team to break it all down, fresh off an article in the Financial Times arguing betting on America is just one bet on AI... Find out why this hour, before a deep-dive on the AMD-OpenAI deal sending shares of the former name surging to their best day in years.

Plus: hear from the man who wants to turn Nike around, CEO Elliott Hill, in a wide-ranging sit down from the company's Portland HQ... His first television interview since taking role. Included this hour - his strategy to return to growth, how they're clearing old inventory, and why he returned after retiring in 2020.

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AMD Soars on OpenAI Partnership: AMD CEO and OpenAI Co-Founder & President "First on CNBC" 10/06/25

podcasts@cnbc.com (CNBC) — Mon, 6 Oct 2025 14:28:21 +0000

Carl Quintanilla and Jim Cramer led off the show with a big development in the world of AI: AMD shares soared more than 30% after the company and OpenAI announced a multi-year partnership. The agreement calls for the maker of ChatGPT to purchase six gigawatts of AMD's "Instinct" GPUs -- and receive a warrant that could result in 10% ownership in the chipmaker. AMD CEO Lisa Su and OpenAI Co-Founder & President Greg Brockman joined the program "First on CNBC" to discuss the partnership.

Also in focus: Fifth Third Bancorp buys Comerica for $10.9 billion in stock, Tesla teases a Tuesday event, what Nike CEO Elliott Hill told Sara Eisen about his company's turnaround plan.

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Cramer's Morning Take: Apple 10/3/25

podcasts@cnbc.com (CNBC) — Fri, 3 Oct 2025 16:28:33 +0000

Cramer discusses big moves in pharmaceuticals this week. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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SOTS 2nd Hour: Shutdown Day 3 - JPM Asset Management's Top Strategist, Goldman's Chief Economist Talk Impact + A Rare Apple Downgrade 10/3/25

podcasts@cnbc.com (CNBC) — Fri, 3 Oct 2025 15:58:28 +0000

Another day of record highs on the S&P and Nasdaq:

Carl Quintanilla, Leslie Picker, and Michael Santoli broke down what investors need to know as the government shutdown continues into Day 3 - with the latest from Washington and more on the market impact (besides a lack of jobs data today) with J.P. Morgan Asset Management's Chief Global Strategist David Kelly along with Goldman Sach's Chief Economist Jan Hatzius.

Plus: get the tech playbook with one T. Rowe Price portfolio manager who's betting on Apple, Alphabet, and Nvidia here after a great week for chip names - and hear from the Jefferies analyst making a rare downgrade of Apple to sell.

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Stocks Extend Records Amid Govt. Shutdown, AI Boom vs. Bubble, Goldman Sachs CEO's Market Warning 10/03/25

podcasts@cnbc.com (CNBC) — Fri, 3 Oct 2025 14:37:28 +0000

Carl Quintanilla and Jim Cramer discussed the S&P 500 and Nasdaq hitting fresh record highs, on a day in which the September jobs report was not released due to the government shutdown. The AI-fueled rally in the spotlight -- and the term "bubble" coming into play. The anchors reacted to Goldman Sachs CEO David Solomon's warning of a stock market "drawdown" after the surging AI trade. Hear what Chicago Fed President Austan Goolsbee told CNBC about AI. Also in focus: Market moves by tech's "trillion-dollar club" including a rare downgrade for Apple, quantum stocks' parabolic leap, Applied Materials' revenue warning drags down shares of chip equipment makers.

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Tech's All-Time High, Open AI's $500B Valuation, Tesla's Record Deliveries, Govt. Shutdown Day 2 10/2/25

podcasts@cnbc.com (CNBC) — Thu, 2 Oct 2025 15:31:24 +0000

On day two of the government shutdown, Carl Quintanilla, Courtney Reagan and Michael Santoli explored the S&P 500 and Nasdaq hitting new record highs. The tech sector surged to new all-time highs sparked by the AI trade -- in reaction to OpenAI's valuation jumping to $500 billion. Tesla shares in volatile trading after the EV maker posted record deliveries for the third quarter, while rival Rivian lowered its annual deliveries forecast. Also in focus: Government shutdown developments including the delay of jobless claims data — and what Treasury Secretary Scott Bessent told CNBC about the potential impact of the shutdown on GDP, Berkshire Hathaway agrees to acquire Occidental Petroleum's chemicals unit for $9.7 billion in cash.

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SOTS 2nd Hour: Tesla Deliveries, Dan Niles' Top Tech Picks, & FICO's Big Changes 10/2/25

podcasts@cnbc.com (CNBC) — Thu, 2 Oct 2025 15:20:41 +0000

Record highs on the S&P and Nasdaq:

Carl Quintanilla, Courtney Reagan, and Michael Santoli began the hour with the latest from Washington as Day 2 of a shutdown gets underway... With former PIMCO Economist Paul McCulley taking the contrarian take - that delayed data may not be a bad thing, at least when it comes to the Fed. Plus: hear longtime tech investor Dan Niles' best investment idea right now that just might surprise you - along with a breakdown of Tesla's delivery numbers with the former CEO of Ford.

Also in focus: Berkshire Hathaway making its biggest purchase in years - Occidental's chemical business 'Oxychem' - key details this hour... Along with a deep dive on a big change out of FICO score provider 'Fair Isaac' when it comes to licensing credit scores, as the stock sits at the top of the S&P in early trading.

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Cramer's Morning Take: Nike 10/1/25

podcasts@cnbc.com (CNBC) — Wed, 1 Oct 2025 16:10:42 +0000

Cramer says this stock won’t hit $90 unless it solves its China business. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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SOTS 2nd Hour: Shutdown Impact w/Apollo's Chief Economist, Fresh Jobs Data, & Movers to Know (Nike, Pfizer & more) 10/1/25

podcasts@cnbc.com (CNBC) — Wed, 1 Oct 2025 15:24:02 +0000

Stocks under pressure as the government shutdown begins:

Carl Quintanilla, Sara Eisen, and David Faber broke down the latest headlines - and what they mean for stocks, markets, and your wallet with Trivariate's Adam Parker before later getting Apollo Chief Economist Torsten Slok's take on all the action. Plus: what "Trump-RX" and the government's new deal with Pfizer could mean for an underperforming healthcare sector... and a deep-dive on Nike's results - and whether a turnaround could be in the cards here.

Also in focus: a big day for public debuts - as AI data-center REIT "Fermi" goes public on the NASDAQ, and the parent company of the biggest flood insurance provider here in the U.S. begins trading at the New York Stock Exchange. What investors should know about both names ahead of the first trade.

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Government Shutdown Underway, Negative ADP Jobs Report, Nike Beats 10/1/25

podcasts@cnbc.com (CNBC) — Wed, 1 Oct 2025 14:37:00 +0000

Carl Quintanilla, Jim Cramer and David Faber engaged in a wide-ranging discussion about the potential impact of the federal government shutdown, which began Wednesday after midnight.

The ADP employment report shows the private sector unexpectedly shed 32,000 jobs in September. Nike shares rose on a quarterly beat as CEO Elliott Hill implements his turnaround plan for the company.

Also in focus: All things AI, Tesla raises lease prices after expiration of a federal EV tax credit, Ford posts higher Q3 auto sales across the board, what's next for big pharma in wake of President Trump's

drug pricing deal with Pfizer, Warren Buffett's Berkshire Hathaway reportedly near a $10 billion deal to buy Occidental's petrochemical business, why sports betting stocks have taken a hit.

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Cramer's Morning Take: Boeing & Costco 9/30/25

podcasts@cnbc.com (CNBC) — Tue, 30 Sep 2025 15:57:15 +0000

Cramer explains two stocks The Club is buying. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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SOTS 2nd Hour: Government Shutdown Impacts, A Read on the AI Trade, & LIVE: Tonight Show's Jimmy Fallon 9/30/25

podcasts@cnbc.com (CNBC) — Tue, 30 Sep 2025 15:53:57 +0000

A possible government shutdown less than 24 hours away:

Carl Quintanilla, Sara Eisen, and David Faber broke down fresh consumer data top of the hour in addition to the movers you should know as the quarter comes to a close. Bespoke's Paul Hickey joined Post 9 with his bull and bear case for the economy - before the team checked in with former Trump Administration insider & Chief of Staff to VP Mike Pence Marc Short about what comes next in Washington. Plus: the AI trade in full swing today - catch a recap of the news sending Coreweave shares surging, and whether there's more room to run when it comes to AI demand with the CEO of an Nvidia challenger that just raised $1.1B - at a more than $8B valuation.

Also this hour: a conversation with Tonight Show Host Jimmy Fallon - ahead of the premiere tonight of his new reality TV competition show "On Brand" at 8PM Eastern.

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Shutdown Countdown, Q3 Bull Run, "How To Make Money In Any Market" 9/30/25

podcasts@cnbc.com (CNBC) — Tue, 30 Sep 2025 14:39:21 +0000

Carl Quintanilla, Jim Cramer and David Faber led off the show with President Trump warning of mass federal layoffs if a government shutdown

goes into effect after midnight. On the final trading day of September and Q3, the anchors highlighted the quarter's big winners and the AI trade,

including CoreWeave's $14 billion computing power deal with Meta. Jim takes you inside his new book "How To Make Money In Any Market,"

which is now on sale. Also in focus: Fed speak on rates and inflation, Spotify falls on CEO changes, how to play the banks.

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Cramer's Morning Take: Costco 9/29/25

podcasts@cnbc.com (CNBC) — Mon, 29 Sep 2025 19:04:46 +0000

Cramer says this warehouse retailer’s stock is a buy. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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SOTS 2nd Hour: The AI Bubble Debate, EA Goes Private, & Pot Stocks Light Up 9/29/25

podcasts@cnbc.com (CNBC) — Mon, 29 Sep 2025 15:57:47 +0000

This hour: Carl Quintanilla, Sara Eisen, and David Faber discussed the market set-up as tech rebounds and a government shutdown looms - with one Chief Investment Officer arguing it all hinges on more easing from the Fed. Plus: are concerns overblown about sky-high AI valuations? AI and tech investor Byron Deeter joined the team with his take - while the team checked in with one former Tesla president about what the end of EV incentives might mean for that name.

Also in focus: a number of huge deals and c-suite changes... The team discussed the record-breaking take private deal boosting EA shares, CSX's new CEO following activist pressure, and the potential change ahead to cannabis regulation boosting that entire space today.

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EA's $55B Deal to Go Private, Walmart CEO's AI Warning, CEO Changes 9/29/25

podcasts@cnbc.com (CNBC) — Mon, 29 Sep 2025 14:42:20 +0000

Carl Quintanilla, Jim Cramer and David Faber led off the show with the deal the day: Videogame publisher Electronic Arts has agreed to be taken private by Silver Lake Partners, Affinity Partners and Saudi Arabia's PIF

in a $55 billion buyout. The anchors reacted to comments by Walmart CEO Doug McMillon, who was quoted as saying "It's very clear AI is going to change literally every job." Changes in the C-suite: New CEOs at CSX,

Barrick Mining and GSK, while Comcast named its President Mike Cavanagh to join Brian Roberts as Co-CEO effective January 2026. Also in focus: Markets and government shutdown watch,

President Trump reiterates his threat to impose 100% tariffs on movies filmed outside of the U.S., Jim's new book "How To Make Money In Any Market" goes on sale Tuesday.

Disclosure: Comcast is the parent company of NBCUniversal, which owns CNBC.

Versant would become the new parent company of CNBC upon Comcast’s planned spinoff of Versant.

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SOTS 2nd Hour: PCE Breakdown, Trump Tariffs Latest, & Moody's Chief Economist Talks GDP 9/26/25

podcasts@cnbc.com (CNBC) — Fri, 26 Sep 2025 15:33:53 +0000

The latest read on inflation coming in as expected in August (PCE):

Carl Quintanilla, Sara Eisen, and David Faber broke down the data and discussed where to put your money to work here with one asset management strategist who says the rally has legs. Plus: a huge day in Washington... As the President makes tariff moves across the chips, furniture, and pharma - and a potential government shutdown looms. Hear the latest headlines - and what it means for each sector this hour with analysis from a longtime semis analyst and an early-stage biotech investor who says it would be "devastating" for his industry. Also: Moody's Analytics Chief Economist Mark Zandi joined the team with new numbers on how a shutdown would hit GDP growth - and it just might surprise you.

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Trump Ramps Up Tariffs, TikTok Deal, the Fed's Preferred Inflation Gauge 9/26/25

podcasts@cnbc.com (CNBC) — Fri, 26 Sep 2025 14:57:09 +0000

Carl Quintanilla and David Faber led off the show with stocks affected by President Trump's announcement of new tariffs on imported pharmaceuticals,

household furnishings and trucks. The anchors also discussed the president's executive order to approve a TikTok deal and what it could mean for both the U.S. and China.

Jim Cramer joined the program after his appearance on NBC's "Today" show, where he discussed his new book, "How To Make Money In Any Market."

Also in focus: Core PCE -- the Fed's preferred inflation gauge -- comes in as expected, YouTube TV-NBCUniversal carriage dispute, Evercore hikes Apple price target.

Disclosure: Comcast is the parent company of NBCUniversal, which owns CNBC.

Versant would become the new parent company of CNBC upon Comcast’s planned spinoff of Versant.

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Cramer's Morning Take: Home Depot 9/25/25

podcasts@cnbc.com (CNBC) — Thu, 25 Sep 2025 18:02:24 +0000

Cramer explains why higher mortgage rates will hurt this stock. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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SOTS 2nd Hour: Navigating the Homebuilders, Tiktok Deal Latest, & LIVE: Accenture CEO 9/25/25

podcasts@cnbc.com (CNBC) — Thu, 25 Sep 2025 15:31:08 +0000

Carl Quintanilla, Sara Eisen, and David Faber kicked off the hour looking at the latest data on jobs and US GDP - before diving into what it all means for stocks with Piper Sandler's Chief Investment Strategist. Plus: the earnings names you need to know... Accenture CEO Julie Sweet joined the team to breakdown new numbers from her company, while one housing analyst joined Post 9 with his housing playbook following results out of KB Home.

Also in focus: hear the latest reporting around a possible Tiktok deal today - and breaking news during the hour - a recap of the new Supreme Court amicus brief in support of Fed Governor Lisa Cook from every living former Fed Chair, many former Treasury Secretaries & even CEA chairs.

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"Apple Effect" on Intel, Pres. Trump and TikTok, Starbucks Turnaround Plan 9/25/25

podcasts@cnbc.com (CNBC) — Thu, 25 Sep 2025 14:40:51 +0000

Carl Quintanilla, Jim Cramer and David Faber led off the show with Intel, one day after the stock jumped 6%. The company has reportedly approached Apple about investing in the troubled chipmaker. President Trump is expected to sign a deal Thursday that would facilitate the sale of TikTok's U.S. operations. Starbucks ramps up its turnaround strategy, disclosing it would cut up to 900 corporate jobs and close a number of locations. Also in focus: Stocks extend losses on tech weakness, Q2 GDP jumps to 3.8%, existing home sales edged lower in August, KB Home's earnings beat, China's BYD outsells Tesla again in the EU, CoreWeave expands OpenAI pact, CarMax tumbles.

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SOTS 2nd Hour: Micron Takeaways, Alibaba Spending Plans, & A New Nvidia Challenger... PLUS: PGA of America CEO Talks Ryder Cup 9/24/25

podcasts@cnbc.com (CNBC) — Wed, 24 Sep 2025 15:28:12 +0000

Carl Quintanilla, Leslie Picker, and David Faber discussed the latest on the markets front - coming off a weak day for the AI trade. JP Morgan Asset Management's Chief Strategist for the Americas joined the team with her playbook - while the team checked in on the chips across the board. Hear one top semiconductor analyst breakdown new numbers out of Micron, the CEO of Nvidia challenger and private chip company 'Groq' talk innovation ahead, and what investors need to know about Alibaba's big boost to AI spending.

Also in focus: 2025's Ryder Cup officially kicking off - the head of PGA of America joined the team with his take on the action, and the big money at play in one of the golfing community's biggest events of the year.

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Talking AI With the CEOs of Micron and Arm Holdings 9/24/25

podcasts@cnbc.com (CNBC) — Wed, 24 Sep 2025 14:42:03 +0000

Carl Quintanilla, Jim Cramer and David Faber drilled down on the AI trade cooling off as the S&P 500 snapped a 3-day win streak. Micron CEO Sanjay Mehrotra joined the program exclusively to discuss better-than-expected quarterly results and guidance driven by AI demand. Arm Holdings CEO Rene Haas appeared on the show and spoke about the chip designer's role in the Stargate partnership with

OpenAI, Nvidia, SoftBank, Oracle and other companies — the project announcing plans to open five new data centers. Also in focus: Fed Chair Powell on stocks, Jimmy Kimmel back on the air at ABC.

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SOTS 2nd Hour: President Trump's United Nations Address 9/23/25

podcasts@cnbc.com (CNBC) — Tue, 23 Sep 2025 15:57:02 +0000

Carl Quintanilla, Courtney Reagan, and Michael Santoli broke down the market set-up with Citi's Chief Equity Strategist Scott Chronert before diving into President Trump's United Nations address LIVE - spanning the economy, immigration, and policy concerns.

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Stocks Extend Record Run, Busy Day for the Fed, Vertiv's David Cote Talks AI 9/23/25

podcasts@cnbc.com (CNBC) — Tue, 23 Sep 2025 14:25:16 +0000

Carl Quintanilla, Courtney Reagan and Michael Santoli explored the record run for stocks, with the Dow, S&P 500 and the Financials sector all hitting fresh all-time highs. The anchors also reacted to comments from Fed Governor Bowman and Chicago Fed President Goolsbee ahead of Fed Chair Powell's Tuesday speech. Vertiv Executive Chairman David Cote joined the show at Post 9 to discuss the AI landscape. Also in focus: The White House links Tylenol to autism, Jimmy Kimmel's show to return to ABC, President Trump at the United Nations, Palantir's first year as an S&P 500 stock, AutoZone's fifth consecutive quarterly earnings miss, the retail sector stock slump.

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Cramer's Morning Take: Apple 9/22/25

podcasts@cnbc.com (CNBC) — Mon, 22 Sep 2025 16:23:46 +0000

Cramer reacts to strong demand pushing this tech giant higher. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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SOTS 2nd Hour: Fed-spectations, Coreweave CEO Talks Demand, & Oracle: Buy, Sell, or Hold? 9/22/25

podcasts@cnbc.com (CNBC) — Mon, 22 Sep 2025 15:14:27 +0000

Carl Quintanilla, Sara Eisen, and David Faber discussed the latest on the Fed front - amid a slew of speaking engagements from FOMC members today and this week... and a divergence grows between market expectations and Fed targets. Interactive Brokers' Chief Strategist Steve Sosnick and market veteran Rebecca Patterson joined the team with their volatility playbooks - before the team took a look at one beaten down sector that could be worth buying here.

Also in focus: has the AI trade peaked? Hear a fresh read on demand from the CEO of CoreWeave - fresh off a $6B deal with Nvidia... And more on what to do with Oracle shares, as Safra Catz moves from CEO to Executive Chair - and the company names 2 new CEOs.

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Oracle’s CEO Shuffle, Big Gains for Weight Loss Stocks, Live: T-Mobile Incoming & Outgoing CEOs 9/22/25

podcasts@cnbc.com (CNBC) — Mon, 22 Sep 2025 14:44:07 +0000

Anchors Carl Quintanilla, David Faber and Jim Cramer started the show with Oracle’s CEO changes. The company promoted executives Clay Magouyrk and Mike Sicilia as new CEOs, while current CEO Safra Catz will serve as executive vice chair on the company board. The desk also spoke First on CNBC with T-Mobile’s incoming and outgoing CEOs about their own leadership changes. After the opening bells, the anchors also discussed Pfizer’s deal for weight loss biotech company Metsera in a transaction valued up to $7.3 billion.

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CNBC Special Report: How Walmart Marketplace’s Rapid Growth Came With Fakes And Scams 9/19/25

podcasts@cnbc.com (CNBC) — Fri, 19 Sep 2025 18:34:07 +0000

In its race to rival Amazon and become the next great “everything store,” Walmart leveraged its brick and mortar empire to grow into a major player online. And it didn’t take long for the world’s biggest retailer to build a massive digital marketplace with hundreds of millions of products and thousands of third-party sellers. But Walmart’s digital boom has a little known and much darker underside – where some sellers steal the identities of legitimate businesses so they can peddle counterfeit and sometimes dangerous products to unsuspecting customers. After CNBC shared its reporting with Walmart, the company began tightening its vetting process for both products and sellers and says it has a “zero-tolerance policy for prohibited or noncompliant products.” Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Cramer's Morning Take: Apple 9/19/25

podcasts@cnbc.com (CNBC) — Fri, 19 Sep 2025 16:00:28 +0000

Cramer reacts to global demand for this tech giant’s latest products. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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Record Rally Rolls On, Cramer & Tim Cook Catch Up, FedEx Delivers Strong Results 9/19/25

podcasts@cnbc.com (CNBC) — Fri, 19 Sep 2025 15:29:40 +0000

Carl Quintanila, David Faber, and Jim Cramer started the hour on the record rally with the Russell 2K hitting its first record close since 2021. The anchors also broke down FedEx’s earnings, which beat on both the top and bottom lines. Later in the hour, Cramer brought highlights from his meetup with Apple CEO Tim Cook from the company’s flagship Fifth Avenue store in NYC, as iPhone 17 sales begin worldwide.

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SOTS 2nd Hour: Trump-Xi Latest, Apple iPhone Sales Go Live: Stock Impact, & Rockefeller's Ruchir Sharma 9/19/25

podcasts@cnbc.com (CNBC) — Fri, 19 Sep 2025 15:19:13 +0000

A big morning in Washington: the President holding a much-anticipated call with Chinese President Xi Jinping, as House lawmakers vote to avert a shutdown and RFK Jr's vaccine advisory panel meets for a second day. Carl Quintanilla, Sara Eisen, and David Faber broke the latest headlines on all 3 stories this hour - along with more on the market impact with Rockefeller International Chairman and longtime market veteran Ruchir Sharma. Plus: what all these new guidelines for vaccine makers means for pharma stocks - as the group underperforms on the year...

Also in focus: Apple fans around the world lining up to get their hands on the latest iPhones, with new models officially now on sale. Hear a read from the ground at one of the company's NYC stores - and discussion with one analyst who's keeping his hold rating on the name.

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SOTS 2nd Hour: The Fed Playbook - What Comes Next, & LIVE: Bullish, Expedia CEOs 9/18/25

podcasts@cnbc.com (CNBC) — Thu, 18 Sep 2025 15:23:46 +0000

Dow, S&P, and Nasdaq hitting fresh record highs after yesterday's Fed Decision:

Carl Quintanilla, Sara Eisen, and David Faber got the market playbook — and more on what could come next — with Bank of America's Savita Subramanian and Evercore Vice Chair Krishna Guha. Plus: Intel shares surging as Nvidia takes a multi-billion dollar stake in the company; hear analysis from one long-time chip analyst on what it means for the companies - and their competition.

Also in focus: the view from the C-Suite. Shares of crypto exchange Bullish popping higher after their first earnings report as a public company - CEO Tom Farley came to Post 9 to break down the numbers... Before the team also caught up with the CEO of Expedia, live from one of the travel industry's biggest conference with her read on demand, prices, and how AI is transforming the business.

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Nvidia Invests $5B In Intel, Fed’s Path Forward, Live: FCC’s Brendan Carr On Jimmy Kimmel’s Suspension 9/18/25

podcasts@cnbc.com (CNBC) — Thu, 18 Sep 2025 14:19:34 +0000

Anchors Carl Quintanilla, David Faber and Jim Cramer began the hour with Nvidia’s $5 billion investment in Intel, as part of a deal to co-develop data center and PC products. The news sent shares of Intel surging sharply at the market open. The desk also discussed the Fed’s decision to cut rates for the first time in 2025, with 2 more cuts likely before year end. Later in the show, FCC Chairman Brendan Carr joined the program to discuss ABC’s decision to suspend Jimmy Kimmel over his remarks about Charlie Kirk.

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Cramer's Morning Take: Apple 9/17/25

podcasts@cnbc.com (CNBC) — Wed, 17 Sep 2025 17:17:05 +0000

Cramer calls this tech giant a ‘juggernaut’. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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SOTS 2nd Hour: A Divided FOMC, Rates & Real Estate, Plus: Lyft CEO Talks Waymo Deal 9/17/25

podcasts@cnbc.com (CNBC) — Wed, 17 Sep 2025 15:34:26 +0000

A Fed rate decision just hours away:

Get ready with David Faber and Sara Eisen this hour, along with former Fed economist & creator of the "Sahm" rule Claudia Sahm. To kick things off: the team looked at where things stand on consumer rates - and current FOMC members - before jumping into the market impact. Housing also a key focus as the rate on a 30-year mortgage hits multi-year lows... Walker & Dunlop Chairman Willy Walker came to Post 9 with his read on what could come next.

Also in focus: a series of individual stock stories on the day.... Hear from the CEO of Lyft, as shares surge double digits on a new Waymo partnership. Plus: a wide-ranging discussion with former SEC Chair Gary Gensler - spanning crypto to the President's new push to end quarterly results.

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Fed Decision Day, Nvidia’s China Troubles, Live: StubHub CEO on IPO 9/17/25

podcasts@cnbc.com (CNBC) — Wed, 17 Sep 2025 14:30:23 +0000

David Faber and Jim Cramer started the hour with a preview of the Fed’s decision in the afternoon, where the group is expected to cut rates for the first time this year. The desk also shifted to Nvidia and an FT report that China is banning its tech companies from buying Nvidia’s AI chips. After the opening bells, the CEO of StubHub joined the show to discuss the company’s public debut.

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SOTS 2nd Hour: Resilient Retail Sales, Schwab's Liz Ann Sonders, & Tiktok Deal Latest 9/16/25

podcasts@cnbc.com (CNBC) — Tue, 16 Sep 2025 15:31:31 +0000

Another FOMC meeting kicking off today:

Carl Quintanilla, Sara Eisen, and David Faber broke down a slew of new data points from consumer retail sales to new homebuilder sentiment crossing top of the hour. Charles Schwab's Chief Investment Strategist Liz Ann Sonders joined the team with her expectations - while one banks analyst broke down his top picks in the space as the big banks hit new highs. Plus: CNBC's out with our latest Fed Survey - what investors need to know this hour.

Also in focus: a potential U.S.-China Tiktok deal... Hear David Faber's exclusive reporting, and what Oracle has to do with it - along with more details on what's driving declines in shares of Warner Brothers Discovery. Plus: Eli Lilly revealing the first of 4 new manufacturing sites here in the U.S. during the hour - and CEO David Ricks talked to CNBC about the move.

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Fed Meeting Kicks Off, Faber Report on TikTok, Exclusive: Rivian CEO 9/16/25

podcasts@cnbc.com (CNBC) — Tue, 16 Sep 2025 15:16:27 +0000

Carl Quintanilla, Sara Eisen, and David Faber began the show with a look at the big Fed meeting on deck, a day after an appeals court ruled that President Trump cannot fire Federal Reserve Governor Lisa Cook before the FOMC Meeting. David Faber also had a new Faber report on TikTok, saying that the framework agreement for the social media platform will include new investors as well as existing investors in the platform’s Chinese parent company ByteDance. Later in the hour, CNBC’s Phil LeBeau brought an exclusive interview with the CEO of Rivian on the company’s new $5B EV assembly plant in Georgia.

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Cramer's Morning Take: Apple 9/15/25

podcasts@cnbc.com (CNBC) — Mon, 15 Sep 2025 16:30:48 +0000

Cramer says this tech giant’s value relative to price is ‘very high’. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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SOTS 2nd Hour: Tech Investor Dan Niles, Truist Wealth's Chief Investment Officer, & Today's Big Tech Trade 9/15/25

podcasts@cnbc.com (CNBC) — Mon, 15 Sep 2025 15:18:39 +0000

S&P and Nasdaq kicking off a big week with more record highs:

Carl Quintanilla, Sara Eisen, and David Faber broke down the latest as big tech names from Apple to Tesla lead the charge in early trading. Google reaching a $3T market cap for the first time ever - while Tesla gains on new share purchases from CEO Musk, and investors get bullish on demand for Apple's newest iPhones. Veteran tech investor Dan Niles - and Truist Wealth Chief Investment Officer Keith Lerner - joined the team with their takes on all the action.

Plus: vaccine stocks in focus ahead of a key CDC meeting this week - former FDA Commissioner Scott Gottlieb gave his predictions for regulation ahead.

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TikTok Deal Drama, Redoing Quarterly Reports, Musk’s $1B Boost 9/15/25

podcasts@cnbc.com (CNBC) — Mon, 15 Sep 2025 14:16:42 +0000

Carl Quintanilla, Jim Cramer, and David Faber discussed the latest trade news following U.S. and Chinese officials convening in Europe over the weekend. Trump said the meeting between U.S. and China has gone “very well” and hinted that a TikTok deal might also be close. The desk also debated President Trump’s post on Truth Social that companies and corporations should “no longer be ‘forced’ to report on a quarterly basis.” After the bells, the anchors broke down the big rally for Tesla after Elon Musk revealed he purchased around $1 billion worth of Tesla shares on Friday.

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SOTS 2nd Hour: More Market Highs, Opendoor Chairman Rabois, & Today's IPOs To Watch 9/12/25

podcasts@cnbc.com (CNBC) — Fri, 12 Sep 2025 15:14:17 +0000

Another day of record highs on the NASDAQ:

Carl Quintanilla, Sara Eisen, and David Faber broke down fresh consumer data top of the hour before Wharton Professor Jeremy Siegel joined the team with his take on why the Fed NEEDS to cut rates - in a big way, and soon. Plus: a read from the ground on trade with the CEO of logistics giant Flexport... and more on the blockbuster IPOs of the day - from crypto exchange Gemini to Via Transportation, whose CEO joined the team at Post 9 ahead of the first trade.

Also in focus: huge moves higher for certain names... Hear David Faber's exclusive reporting on a possible Paramount-Skydance/Warner Brothers Discovery deal - as shares of both name pop higher... And don't miss a deep-dive on the future of Opendoor with new Chairman Keith Rabois, who argues the company's value is potentially "infinite" with shares up +1,000% on the year.

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Squawk on the Street 9/12/25

podcasts@cnbc.com (CNBC) — Fri, 12 Sep 2025 15:01:43 +0000

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Cramer's Morning Take: Home Depot 9/11/25

podcasts@cnbc.com (CNBC) — Thu, 11 Sep 2025 16:25:39 +0000

Cramer says this retail stock has tremendous upside. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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SOTS 2ND Hour More record highs on the S&P and Nasdaq after new inflation data 9/11/25

podcasts@cnbc.com (CNBC) — Thu, 11 Sep 2025 15:43:08 +0000

Carl Quintanilla, Sara Eisen, and David Faber broke down the numbers and what it means for stocks with RBC's Head of Equity Strategy Lori Calvasina - in addition to taking a look at the key movers of the day from Opendoor's huge surge to software stocks like Oracle and Adobe - gaining ahead of earnings from the latter name tonight.

Plus: a wide-ranging interview you don't want to miss... Commerce Secretary Howard Lutnick joined the team at Post 9 with his remembrance of 9/11, the latest on trade talks, and why he sees big jobs growth ahead.

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Inflation and Jobs Watch, Oracle After the Huge Rally, Remembering 9/11 9/11/25

podcasts@cnbc.com (CNBC) — Thu, 11 Sep 2025 14:43:15 +0000

On a record-setting day for the S&P 500, Carl Quintanilla, Jim Cramer and David Faber discussed market reaction to key economic data: August CPI rose year-on-year while weekly jobless claims jumped to levels not seen in four years. AI in the spotlight one day after shares of Oracle soared 36%, adding $224 billion to its market cap and making founder Larry Ellison $100 billion wealthier. On a somber day for the United States, the anchors remembered the September 11 attacks which occurred 24 years ago. Also in focus: Day two for Klarna after its shares rose 15% in its public debut, a downgrade for Apple, one CEO's take on a "terrible consumer experience," Jim previews his visit to Corning's Kentucky plant that makes glass for Apple devices, the manhunt for the shooter who killed political activist Charlie Kirk.

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Cramer's Morning Take: Oracle, Nvidia 9/10/25

podcasts@cnbc.com (CNBC) — Wed, 10 Sep 2025 17:11:40 +0000

Cramer says this digital infrastructure stock is poised for a big move. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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SOTS 2nd Hour: Producer Inflation Breakdown, Klarna CEO Talks IPO, & Oracle's Best Day Since '92 9/10/25

podcasts@cnbc.com (CNBC) — Wed, 10 Sep 2025 16:05:21 +0000

Producer price inflation coming in better-than-expected month-over-month - with the S&P and Nasdaq hitting fresh record highs at the open:

Carl Quintanilla, Sara Eisen, and David Faber broke down the latest for stocks... Along with fresh developments on the Fed front out of Lisa Cook and Fed Governor contender Stephen Miran. Jefferies David Zervos joined with his take - and why he's arguing for a *75 basis point* cut at next week's meeting.

Plus, get analysis on the day's three biggest tech stories: Oracle shares surging in their best day since 1992 as investors get bullish on cloud demand... Apple shares falling as their new products disappoint... And Klarna: pricing above the range overnight ahead of public debut at the Big Board today. Their CEO joined the team at Post 9 before the first trade with his roadmap for growth ahead - and why they're going public now.

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Oracle Skyrockets, "Squawk Box" Trip Down Memory Lane, Robinhood CEO "First on CNBC" 9/10/25

podcasts@cnbc.com (CNBC) — Wed, 10 Sep 2025 14:37:07 +0000

Carl Quintanilla, Jim Cramer and David Faber delved into a big stock story boosting the AI Trade: Shares of Oracle soared more than 35% after it issued a cloud revenue forecast exceeding $500 billion. Oracle surpassed a $900 billion valuation — putting company founder Larry Ellison in a battle with Elon Musk for the title of world's wealthiest person. The anchors and their "Squawk Box" counterparts took a trip down memory lane in celebration of that show's 30th anniversary. In a "First on CNBC" interview, Robinhood CEO Vlad Tenev joined the program from his company's "HOOD Summit" in Las Vegas.

Also in focus: A surprise decline in August PPI, Klarna gears up for its Wall Street debut after pricing its IPO above the expected range.

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Cramer's Morning Take: Home Depot 9/9/25

podcasts@cnbc.com (CNBC) — Tue, 9 Sep 2025 18:16:46 +0000

Cramer says this commodity’s weakness makes this company a buy. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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SOTS 2nd Hour: Goldman's Chief U.S. Equity Strategist, Plus: Airbus, Starbucks, PNC CEOs 9/9/25

podcasts@cnbc.com (CNBC) — Tue, 9 Sep 2025 16:06:40 +0000

U.S. payroll growth revised down by 911,000 jobs to start the hour:

Carl Quintanilla, Sara Eisen, and David Faber broke down the new data and what it means for stocks with Goldman's Chief U.S. Equity Strategist David Kostin. Plus: a make-or-break product event out of Apple at 1 PM EST... Hear one analyst's take on what to watch out for, and whether it could kick off a rebound for shares.

Also this hour: Squawk on the Street gets the view from the C-Suite... with the CEO of one of Europe's largest companies, Airbus - breaking down their confidence in greater deliveries ahead - the CEO of Starbucks, talking their China business - *and* the CEO of PNC, bringing his read on the consumer, rates, and whether a wave of bank M&A could be ahead.

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Apple's Big Event, Microsoft Leads M&A News, 30 Years of "Squawk Box" 9/9/25

podcasts@cnbc.com (CNBC) — Tue, 9 Sep 2025 15:02:33 +0000

Carl Quintanilla, Jim Cramer and David Faber explored what to expect from Apple's product launch event on Tuesday. The company is expected to unveil its new iPhone 17 lineup. Where does AI fit into the picture? M&A also in the spotlight: Shares of Nebius soar after the Dutch company struck a multibillion-dollar AI Infrastructure deal with Microsoft.

Anglo American and Teck Resources agree to merge and create a $53 billion copper mining giant. "Squawk Box" celebrates its 30th anniversary by ringing the Nasdaq opening bell. Don't miss the flashback montage featuring David, Jim and Carl. Also in focus: What Starbucks CEO Brian Niccol told CNBC about his turnaround plan one year after taking the top job.

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Cramer's Morning Take: Broadcom & Nvidia 9/9/25

podcasts@cnbc.com (CNBC) — Mon, 8 Sep 2025 17:00:31 +0000

Cramer breaks down the AI chip race between two Club holdings. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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SOTS 2nd Hour: Apollo's Chief Economist, "Why The Fed Shouldn't Cut", and EchoStar Shares Lift-Off 9/8/25

podcasts@cnbc.com (CNBC) — Mon, 8 Sep 2025 15:49:28 +0000

Fed independence a growing discussion across Wall Street:

Sara Eisen, David Faber, and Carl Quintanilla discussed the latest on the Fed front as the President confirms his finalists for Powell's replacement, ahead of fresh inflation data this week, and Ken Griffin makes headlines with a new opinion piece in the Journal on the topic. Apollo's Chief Economist Torsten Slok joined the team with his take - on a potential rate cut in September - and whether the AI trade is becoming a bubble... While Rockefeller's Ruchir Sharma took the other side: giving his reasons why the Fed should not cut here. Plus: Tech stocks rallying ahead of an Apple event tomorrow - with a key focus on new iPhones... More on what it could mean for shares of the laggard this hour.

Other key stories? What Echostar's new deal with Starlink means for the rest of telecom - as shares pop double digits... Plus: a deep-dive on PNC's latest acquisition, and Howard Stern's newest prank that hit SiriusXM shares in the early trade.

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White House vs. the Fed, Nvidia's Stock Slump, EchoStar Soars on $17B SpaceX Deal 9/8/25

podcasts@cnbc.com (CNBC) — Mon, 8 Sep 2025 14:34:00 +0000

Carl Quintanilla, Jim Cramer and David Faber explored the White House's efforts to influence the Fed. The anchors reacted to an op-ed in

The Wall Street Journal co-written by Citadel CEO Ken Griffin about "Trump's Risky Game With the Fed." Treasury Secretary Scott Bessent's comments on

NBC's "Meet the Press" about tariffs also were included in the discussion. Also in focus: A four-week losing streak for Nvidia shares, EchoStar shares soar on a

$17 billion deal to sell certain spectrum licenses to Elon Musk's SpaceX, AppLovin and Robinhood to join the S&P 500, Howard Stern/SiriusXM hoax

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SOTS 2nd Hour: August Jobs Report w/JPMorgan Chief Strategist & Goldman Chief Economist… & LIVE: Lululemon CEO 9/5/25

podcasts@cnbc.com (CNBC) — Fri, 5 Sep 2025 15:32:15 +0000

Markets taking a leg lower after this morning’s August Jobs Report:

Sara Eisen and Carl Quintanilla broke down the numbers and key takeaways with JPMorgan’s Chief Strategist David Kelly – before discussing what it means for the Fed with Goldman Sachs Chief Economist Jan Hatzius. Meanwhile, Lululemon the stock story of the day… Slumping double-digits after weak guidance and earnings: CEO Calvin McDonald joined the team in a CNBC exclusive to talk the road ahead, and what went wrong this quarter.

Also in focus: Is a 1 *trillion* dollar pay package in play for Tesla CEO Elon Musk? Details on the unprecedented proposal this hour – alongside analysis on the big AI trades of the day, spanning Broadcom to Samsara.

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Hassett on Jobs and Trump's Tech CEO Summit, Potential $1T for Musk, Broadcom Surges 9/5/25

podcasts@cnbc.com (CNBC) — Fri, 5 Sep 2025 14:28:35 +0000

Ahead of this month's Fed decision on interest rates, Carl Quintanilla and Jim Cramer led off the show by exploring the weaker-than-expected August jobs report. National Economic Council Director Kevin Hassett joined the program with White House reaction to the numbers. The anchors also asked Hassett about President Trump's Thursday night meeting with tech CEOs and the president's efforts to oust Fed Governor Lisa Cook. Tesla proposes a pay package for Elon Musk that could become worth $1 trillion over the next decade. Also in focus: Fresh record highs for stocks, Broadcom surges, Lululemon tumbles, Cramer on finding value in this market.

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SOTS 2nd Hour: RFK Jr. & Miran Hearings, Jobs Data Takeaways, & Best Buy + Baker Hughes CEOs 9/4/25

podcasts@cnbc.com (CNBC) — Thu, 4 Sep 2025 15:20:41 +0000

A big morning in Washington with 2 blockbuster hearings kicking off this hour:

Stephen Miran in the hot seat before the Senate Banking Committee for his confirmation hearing to be Federal Reserve Governor, while Health Secretary Robert F. Kennedy Jr. took questions from the Senate Finance Committee on the President’s 2026 health agenda… Carl Quintanilla and Sara Eisen broke down the latest headlines as they happened along with the key data of the morning (Jobless claims/ADP) and biggest earnings movers (namely Salesforce).

Also in focus: the view from C-Suite from retail and energy… Hear how the consumer’s holding up with the CEO of Best Buy, along with what’s next in the energy patch according to the CEO of Baker Hughes.

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Pres. Trump to Host Tech CEOs, Salesforce Slumps Despite Beat, American Eagle Soars 9/4/25

podcasts@cnbc.com (CNBC) — Thu, 4 Sep 2025 14:37:01 +0000

Carl Quintanilla and Jim Cramer led off the show with a look ahead to President Trump hosting dozens of tech CEOs Thursday at the renovated White House Rose Garden. Mark Zuckerberg and Tim Cook among those slated to attend the event, but notably absent form the list -- Elon Musk. Salesforce shares down sharply despite a Q2 earnings beat as current quarter guidance disappointed Wall Street. Also in focus: American Eagle Outfitters soars as the Sydney Sweeney ad boosts sales, Figma tumbles on its first quarterly results since going public, Gap's expansion into beauty products, HHS Sec. Robert F. Kennedy Jr. in the Capitol Hill hot seat, what housing regulator Bill Pulte told CNBC about Fed Governor Lisa Cook, CNBC's Official NFL Teams Valuation list for 2025 as the league gets ready to kick off a new season Thursday night.

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SOTS 2nd Hour: Google’s Big Win, Jefferies’ David Zervos, & LIVE: Counselor To The Treasury Sec. Talks Data 9/3/25

podcasts@cnbc.com (CNBC) — Wed, 3 Sep 2025 15:11:59 +0000

Global yields spiking overnight as investors work through fresh JOLTS data and tariff developments: Carl Quintanilla and Sara Eisen broke down the latest moves alongside fresh Fed commentary and economic data top of the hour. Counselor to the Treasury Secretary, Joe Lavorgna joined the team to discuss it all – arguing the economy remains strong here – in addition to Jefferies Chief Market Strategist, and potential Fed contender David Zervos later on. Also in focus: what to do with Google shares after their big antitrust trial win… Why Evercore calls this a “clearing event” for the stock – and says you should buy the stock here.

Plus: hear Pfizer’s official response to recent claims around their COVID vaccines… And a recap of August auto sales numbers – along with more on what could come next.

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Alphabet and Apple Shares Surge on Google Antitrust Case Ruling 9/3/25

podcasts@cnbc.com (CNBC) — Wed, 3 Sep 2025 14:38:18 +0000

Carl Quintanilla and Jim Cramer engaged a wide-ranging discussion about market reaction to the Google antitrust case: Shares of Alphabet surged after a federal judge

ruled that Google does not have to divest its Chrome browser or Android operating system. Apple shares also jumped sharply after the judge said Google can continue

to make payments to the iPhone maker for default browser placement. Also in focus: The global bond sell-off, Cook vs. Trump and what Fed Governor Waller told CNBC

about Fed independence, Macy's shares soar as part of Wednesday's earnings parade, Ford monthly auto sales rise, gold's record run, Salesforce earnings preview.

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Cramer's Morning Take: Starbucks 9/2/25

podcasts@cnbc.com (CNBC) — Tue, 2 Sep 2025 15:39:39 +0000

Cramer explains why investors should sell this stock ‘at their own peril’.Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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SOTS 2nd Hour: The September Set-up, Healthcare & Energy Playbooks, Plus: Pepsico/Kraft Heinz - Exclusive Comments 9/2/25

podcasts@cnbc.com (CNBC) — Tue, 2 Sep 2025 15:11:55 +0000

First trading day of September and stocks taking a leg lower:

Carl Quintanilla and Sara Eisen broke down the market set-up – along with fresh data and commentary around the consumer and prices paid top of the hour. Bespoke Invest Co-Founder Paul Hickey pointing out what he calls a bullish environment, while former Fed Vice Chair Alan Blinder gave his predictions for a make-or-break Jobs Report this Friday – and what could result from Fed Gov. Lisa Cook’s ongoing DC trial. Plus: get key analysis and more on what to do with stocks in 2 volatile sectors – energy and healthcare, as headlines roll-out of Washington from both industries.

Also in focus: Kraft Heinz and Pepsico. Hear what Warren Buffett had to say about news Kraft Heinz plans to split the company – and why he’s “disappointed” – along with Pepsico’s response to a new activist investor in the name.

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September Playbook, Kraft Heinz Split Decision, PepsiCo and Activism 9/2/25

podcasts@cnbc.com (CNBC) — Tue, 2 Sep 2025 14:14:45 +0000

Carl Quintanilla and Jim Cramer explored where investors should put their money in September, a traditionally rough month for stocks. Jim discussed value names

worthy of your attention. Consumer brands in the spotlight: Kraft Heinz to split into two publicly traded companies, PepsiCo shares jump on a report that activist investor

Elliott Management has taken a $4 billion stake in the food and beverage giant, McDonald's brings back "Extra Value Meals," shares of Constellation Brands slide on lowered

earnings guidance. Also in focus: President Trump's legal setback on tariffs, the China summit with President Xi, Russian President Putin and Indian Prime Minister Modi.

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SOTS 2nd Hour: Fed Gov. Lisa Cook’s Case Heads To Court – Latest Analysis, Plus: Affirm & Celsius CEOs 8/29/25

podcasts@cnbc.com (CNBC) — Fri, 29 Aug 2025 15:21:59 +0000

This hour: Fed Governor Lisa Cook’s case heads to court.

A hearing to temporarily block President Trump from removing her from office kicking off at the top of the hour – Carl Quintanilla, David Faber, and Contessa Brewer got the latest from outside the courtroom, along with analysis on what could come next with a former general counsel for the Fed – now Georgetown law professor. Also top of 10: disappointing consumer sentiment data… The team broke down the numbers with Northern Trust Asset Management’s top strategist - and Moody’s Mark Zandi.

Plus: the view from the C-suite… Affirm CEO Max Levchin joined the broadcast to break down the numbers and how the consumer is holding up – along with the Chairman and CEO of Celsius, later on… Talking Pepsi’s decision to raise their stake in the name and what it means for strategy.

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Cook vs. Trump Heads to Court, Inflation and The Fed, August's Bull Run 8/29/25

podcasts@cnbc.com (CNBC) — Fri, 29 Aug 2025 14:04:45 +0000

Carl Quintanilla, David Faber and Robert Frank led off the show with a preview of Friday's federal court hearing in the case of Fed governor Lisa Cook, who is suing to block President Trump's efforts to fire her. Former White House attorney Ty Cobb weighed in on the situation. The anchors explored market reaction to the Fed's preferred inflation gauge: July PCE in line amid expectations for a Fed rate cut in September. Also in focus: S&P above 6500, Bulls rule in August, Alibaba vs. Nvidia, Dell slides, Affirm soars, Robert's look at the biggest insider sellers and a preview of his "Inside Alts" newsletter set to launch September 2.

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Squawk on the Street 2ND Hour 8/28/25

podcasts@cnbc.com (CNBC) — Thu, 28 Aug 2025 15:56:48 +0000

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Cramer's Morning Take: Nvidia 8/28/25

podcasts@cnbc.com (CNBC) — Thu, 28 Aug 2025 15:54:44 +0000

Cramer breaks down this chip giant’s earnings. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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Nvidia's Q2 Beat and the AI Trade, Fed's Cook Sues Trump Administration 8/28/25

podcasts@cnbc.com (CNBC) — Thu, 28 Aug 2025 14:47:11 +0000

Carl Quintanilla, Jim Cramer and David Faber engaged in a wide-ranging conversation about Nvidia and what's next for the stock and the AI trade. The world's most valuable company posted a Q2 earnings beat, but the stock fell in reaction to lighter-than-expected data center revenue growth -- and a Q3 outlook that did not include H20 chip shipments to China. The anchors also discussed the lawsuit Fed governor Lisa Cook filed against the Trump Administration, contesting the president's move to fire her. Also in focus: The retail earnings parade led by Dollar General and Best Buy, Snowflake soars, upheaval at the CDC.

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Cramer's Morning Take: Amazon 8/27/25

podcasts@cnbc.com (CNBC) — Wed, 27 Aug 2025 17:22:22 +0000

Cramer explains why he likes this stock despite its weakness. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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SOTS 2nd Hour: Sen. Elizabeth Warren, MongoDB’s Massive Move, Mortgage Fraud Risks Rising? 8/27/25

podcasts@cnbc.com (CNBC) — Wed, 27 Aug 2025 15:09:10 +0000

Carl Quintanilla, Mike Santoli and David Faber interviewed Sen. Elizabeth Warren at the top of the show, discussing President Trump’s firing of Fed Governor Lisa Cook, as well as her thoughts on the government’s 10% stake in Intel. The anchors also discussed the potential overblown fears of the slowdown for software after shares of MongoDB shares surged more than 30% on their earnings print. Also in the mix: CNBC’s Diana Olick discussed her new piece on how mortgage fraud might be less widespread than people think.

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Nvidia Earnings Countdown, Pres. Trump vs. Fed's Cook, Soaring Stocks 8/27/25

podcasts@cnbc.com (CNBC) — Wed, 27 Aug 2025 14:32:54 +0000

Carl Quintanilla, Jim Cramer and David Faber led off the show with what to expect from Nvidia when the world's most valuable company releases its quarterly results

after Wednesday's close of trading. According to CNBC sources, Fed governor Lisa Cook could file a lawsuit to overturn her firing by President Trump as soon as today

in federal court. Also in focus: MongoDB and Kohl's among the stocks soaring on earnings news, shares of EchoStar double after its $23 billion spectrum deal with AT&T

this week, President Trump hits India with 50% tariffs, NFL star Travis Kelce launches his new American Eagle Outfitters clothing line after his engagement to Taylor Swift.

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Cramer's Morning Take: Eli Lilly 8/26/25

podcasts@cnbc.com (CNBC) — Tue, 26 Aug 2025 16:37:46 +0000

Cramer says this pharmaceutical giant’s stock can climb. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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SOTS 2nd Hour: Trump-Lisa Cook Conflict, Jefferies’ David Zervos, & LIVE: Interactive Brokers’ Thomas Peterffy 8/26/25

podcasts@cnbc.com (CNBC) — Tue, 26 Aug 2025 15:12:50 +0000

President Trump saying he’s firing Fed Governor Lisa Cook; Lisa Cook firing back that he doesn’t have the authority – and she’s not stepping down. Carl Quintanilla, David Faber, and Michael Santoli broke down the latest developments in the story, before talking potential fallout with Jefferies Strategist and Fed Chair contender David Zervos. Plus: the outlook for stocks amid the volatility – and better-than-expected consumer confidence data… Nuveen’s Chief Investment Officer joined the team with her take on the action.

Also in focus: a number of market movers in early trading… Interactive Brokers shares gaining on news it’s joining the S&P 500: Chairman & Founder Thomas Peterffy discussed where he sees growth ahead in the business – and broader markets. Eli Lilly also in the green on new obesity pill data: hear more on how to play shares with an analyst forecasting big gains ahead. Plus: a deep-dive on how AI is impacting a big part of the finance industry – excel spreadsheets.

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Trump-Cook Firing Showdown and the Fed, Lutnick on Defense Stakes, AT&T-EchoStar $23B Spectrum deal 8/26/25

podcasts@cnbc.com (CNBC) — Tue, 26 Aug 2025 14:27:45 +0000

Carl Quintanilla, Jim Cramer and David Faber engaged in a wide-ranging discussion about the White House taking its attacks on the Fed to an unprecedented level.

President Trump said he fired Fed Governor Lisa Cook amid mortgage fraud allegations, but Cook responded by saying Trump has no authority to remove her and that

she is not resigning. What might it all mean for Fed independence and the markets? Also in focus: What Commerce Secretary Lutnick told CNBC about the U.S. government

potentially taking stakes in defense contractors, EchoStar soars on its $23 billion spectrum deal with AT&T, Eli Lilly obesity pill trial results, Nvidia earnings one day away.

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Cramer's Morning Take: Palo Alto 8/25/25

podcasts@cnbc.com (CNBC) — Mon, 25 Aug 2025 18:45:36 +0000

Cramer says this cybersecurity stock is a buy. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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SOTS 2nd Hour: Veteran Investor Dan Niles, The Chips Playbook (Nvidia & Intel), and Keurig Brews a New Deal 8/25/25

podcasts@cnbc.com (CNBC) — Mon, 25 Aug 2025 15:18:10 +0000

Stocks taking a leg lower after Friday’s big rally: Carl Quintanilla, Michael Santoli, and David Faber broke down fresh housing data top of the hour – and whether Powell’s given an “all clear” for stocks to rally with veteran investor Dan Niles, before getting former Federal Reserve governor Randy Kroszner’s take. Plus: a make-or-break report ahead out of Nvidia… How to play it with an analyst who’s got one of the highest price targets on the street, along with the implications for Intel shares of this new Trump Administration stake in the name.

Also in focus: new tariff concerns hitting shares of furniture makers – the latest out of Washington and what it could mean for consumer prices… Cryptocurrencies under pressure – what’s driving declines… And a deep-dive on Keurig Dr Pepper’s new $18 billion deal for the owner of Peet’s coffee.

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“Powell Rally” and Beyond, Trump and the Intel Stake, Keurig Dr Pepper's $18B Deal 8/25/25

podcasts@cnbc.com (CNBC) — Mon, 25 Aug 2025 14:53:17 +0000

After Friday's big rally fueled by Fed Chair Powell's Jackson Hole speech, Carl Quintanilla, Jim Cramer and David Faber explored what's ahead for stocks -- including Nvidia's earnings due out Wednesday. Sticking with chips: the anchors reacted to President Trump's social media post stating the U.S. government taking a 10% stake in Intel is "making the USA RICHER, AND RICHER." National Economic Council Director Kevin Hassett spoke on CNBC about the potential for similar investments in other companies. Also in focus: Keurig Dr Pepper agrees to buy Peet's Coffee parent JDE Peet's in an $18 billion deal, a historic box office win for Netflix, "Faber Report" on CSX, railroad M&A and where Warren Buffett fits into the picture.

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SOTS 2nd Hour: Fed Chair Speaks At Jackson Hole – His Remarks & Investor Analysis 8/22/25

podcasts@cnbc.com (CNBC) — Fri, 22 Aug 2025 15:10:51 +0000

Today: the event Wall Street has been waiting for all week… A highly anticipated speech from Fed Chair Jerome Powell in Jackson Hole, Wyoming. Hear it in full this hour – along with the key takeaways for investors with an all-star cast of: Former PIMCO Chief Economist Paul McCulley, Partners Group Chief Investment Strategist Anastasia Amoroso, and Fundstrat’s Tom Lee – alongside CNBC’s own Carl Quintanilla, Sara Eisen, Michael Santoli and Steve Liesman.

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Powell's Jackson Hole Speech: What's At Stake for the Markets and Investors 8/22/25

podcasts@cnbc.com (CNBC) — Fri, 22 Aug 2025 14:29:07 +0000

On a day Wall Street and the global markets had been waiting for, Carl Quintanilla, Sara Eisen and Mike Santoli covered all of the bases and set the stage for Fed Chair Jerome Powell's Friday keynote speech at the Fed symposium in Jackson Hole, Wyoming. The anchors discussed market expectations, tariffs, inflation and President Trump putting pressure on the Fed to cut interest rates in September. Apollo Global Management Chief Economist Torsten Slok joined the program at Post 9 to offer his perspective on Powell and the future for rates. Also in focus: What Nvidia CEO Jensen Huang said in Taiwan about his company's AI chips and China amid a rough week for the stock, market rotation out of big tech, earnings movers.

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SOTS 2nd Hour: A Media Deep-Dive w/Disney’s CEO & ESPN’s Chairman, Plus Walmart Talks Tariffs 8/21/25

podcasts@cnbc.com (CNBC) — Thu, 21 Aug 2025 15:20:39 +0000

This hour: Carl Quintanilla, Sara Eisen, and David Faber broke down data just crossing on the housing front, alongside exclusive comments to Sara from Walmart’s CFO on prices, demand, and how the consumer’s holding up. Plus: a make-or-break speech from Fed Chair Powell tomorrow in Jackson Hole, Wyoming… What investors should know, this hour.

Also in focus: a wide-ranging deep-dive you don’t want to miss from Disney CEO Bob Iger and ESPN Chairman Jimmy Pitaro… Spanning the rising cost of sports rights, Disney’s cable business, AI, and Disney’s new ESPN streaming app – which launches today.

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Walmart Falls on Earnings, U.S.-EU Trade Details, Disney Launches New ESPN DTC Streaming Service 8/21/25

podcasts@cnbc.com (CNBC) — Thu, 21 Aug 2025 14:28:01 +0000

Carl Quintanilla, David Faber and Sara Eisen kicked off the show with Walmart shares lower on Q2 earnings that overshadowed raised guidance. Find out what

Walmart's CFO told Sara about tariffs and the consumer. The U.S. and EU unveil new details about their trade framework and where tariffs come into play.

Also in focus: Disney debuts its new ESPN direct-to-consumer streaming service, Fed Governor Lisa Cook fires back at President Trump's call for her to resign,

Palantir watch, Nvidia and China, the state of UnitedHealth's turnaround plan 100 days into Stephen Hemsley's second stint as the company's CEO.

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SOTS 2nd Hour: Off Target, Palantir’s Pullback, The Race to Replace Powell 8/20/25

podcasts@cnbc.com (CNBC) — Wed, 20 Aug 2025 15:16:03 +0000

Carl Quintanilla, Sara Eisen, and David Faber discussed Target’s latest results and the company’s big C-Suite shuffle. Target announced that company veteran Michael Fiddelke will become its next CEO starting next February, as shares of the retailer dropped in early trading. The desk also hit Palantir’s big pullback, down more than 20% from its recent highs. Also in the mix: CNBC’s Steve Liesman joined the program live from Jackson Hole, Wyoming with a new survey looking at the race to replace Fed Chair Powell.

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Stakes and the Chips, Palantir Hits Bear Territory, Target Picks a New CEO 8/20/25

podcasts@cnbc.com (CNBC) — Wed, 20 Aug 2025 14:40:26 +0000

With the tech sector extending Tuesday's sell-off, Carl Quintanilla, David Faber and Mike Santoli discussed semiconductor stocks under pressure -- on a report which says

the Trump Administration is looking into the federal government taking equity stakes in chipmakers that receive CHIPS Act funding. Palantir hit bear market territory during

Wednesday's session: This year's best performing S&P 500 stock down 20% from last week's record high and on track for a six-day losing streak. Target shares also slumping

after the retailer posted quarterly results and named COO Michael Fiddelke to replace Brian Cornell as CEO in February 2026. Find out what both executives told Sara Eisen about Target's future.

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SOTS 2nd Hour: Intel’s Lifeline, The Retail Wrap-up, & LIVE: Palo Alto CEO 8/19/25

podcasts@cnbc.com (CNBC) — Tue, 19 Aug 2025 15:46:05 +0000

Carl Quintanilla, Sara Eisen, and David Faber broke down the latest consumer reads out of earnings – as Home Depot kicks off a make-or-break week of retail results. Executives calling out strong momentum… But former Chief Investment Strategist for Bridgewater Rebecca Patterson says demand risks remain, breaking down her playbook for volatility. Plus: one of the street’s top retail analysts gave his key stocks to buy – and avoid – in the space… and the CEO of Palo Alto Networks joined the team to discuss new numbers from his company.

Also in focus: Intel gaining as Softbank invests $2 billion and reports grow around a possible government stake – what Commerce Secretary Howard Lutnick told the team about that news, and possible rails M&A.

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Commerce Sec. Lutnick on Intel, Home Depot Misses, Palo Alto Surges 8/19/25

podcasts@cnbc.com (CNBC) — Tue, 19 Aug 2025 14:37:34 +0000

Carl Quintanilla, David Faber and Mike Santoli led off the show with developments regarding Intel: Softbank investing $2 billion in the

company, as the Trump Administration reportedly weighs taking a 10% stake in the chipmaker. Commerce Secretary Howard Lutnick joined

the program and discussed a potential government investment in Intel. Also in focus: Home Depot's quarterly miss, Palo Alto Networks shares

jump on earnings, Nexstar to buy rival TV stations operator Tegna, the "SPAC king," Medtronic and activism, why one particular stock is plummeting 40%.

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Squawk on the Street 2ND Hour 8/18/25

podcasts@cnbc.com (CNBC) — Mon, 18 Aug 2025 16:07:18 +0000

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Market Week and Fed Summit, Ukraine-Trump Watch, Gains for Novo Nordisk 8/18/25

podcasts@cnbc.com (CNBC) — Mon, 18 Aug 2025 14:40:26 +0000

With the Dow coming off a record intraday high on Friday, Carl Quintanilla, David Faber and Mike Santoli explored a big week on tap for the markets -- including Fed Chair Powell's upcoming speech at the Fed symposium in Jackson Hole, Wyoming, as well as retail earnings from Home Depot, Walmart and Target. Novo Nordisk shares get a lift from a double dose of news regarding their blockbuster drugs Wegovy and Ozempic. Also in focus: Ukraine's president and European leaders set to meet with President Trump at the White House, Nvidia rises on analyst calls, why the "force" is with one stock up more than 25% to start the week, Tesla teases a new car in China, a fascinating look at humanoid robots as China showcases advancements in robotics.

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SOTS 2nd Hour: Intel’s Bargaining Chip, Buffett Boosts UnitedHealth, & Janus Henderson’s Top Tech Picks 8/15/25

podcasts@cnbc.com (CNBC) — Fri, 15 Aug 2025 15:56:22 +0000

The Dow hitting a new all-time high alongside the S&P as United Health gives things a boost:

Carl Quintanilla, Leslie Picker, and Michael Santoli broke down latest along with fresh data top of the hour (Consumer Sentiment – coming in at its lowest level since May) before getting into the market outlook with the head of investment strategy for Edward Jones. Plus: hear Janus Henderson’s top picks amid the volatility – with one portfolio manager laying out why he likes Amazon and Microsoft at these levels. The team also dove deep into Berkshire’s biggest moves this quarter – including the United Health buy sending shares up double digits – along with some key sales from Coreweave’s early investors, as the post-IPO lock-up on shares finally expires today.

Also in focus: DC headlines galore – hear what to do with Intel shares as they gain on a report that the government is looking at taking a stake in the name this hour – along with the key details so far from “high stakes” summit between President Trump and Russian President Vladimir Putin in Alaska today.

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UnitedHealth Surges on Buffett Bet, Trump and Intel Stake Buzz, Applied Materials Tumbles 8/15/25

podcasts@cnbc.com (CNBC) — Fri, 15 Aug 2025 14:37:23 +0000

Carl Quintanilla, Scott Wapner and Mike Santoli discussed UnitedHealth Group leading the Dow to a new all-time high -- after Warren Buffett's Berkshire Hathaway disclosed a $1.6 billion stake in the health insurer, whose stock remains the Dow's worst performer this year. The anchors also reacted to reports the Trump Administration is in talks with Intel to have the U.S. government acquire a stake in the chipmaker. Also in focus: Applied Materials tumbles on weak guidance, July retail sales rise, what Chicago Fed President Austan Goolsbee told CNBC about tariffs and rate cuts, software stocks slump, Target downgraded, Trump-Putin summit.

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SOTS 2nd Hour: PPI Concerns, Charles Schwab’s Chief Strategist, & LIVE: St. Louis Fed President Musalem 8/14/25

podcasts@cnbc.com (CNBC) — Thu, 14 Aug 2025 15:30:07 +0000

Producer inflation data coming in far higher than expected:

Sara Eisen and Carl Quintanilla broke down the numbers alongside key commentary out of consumer earnings when it comes to tariffs, before discussing the market impact with Charles Schwab’s Chief Investment Strategist Liz Ann Sonders. Plus: hear the Fed’s first reaction to the inflation print – in CNBC’s exclusive interview with St. Louis Fed President Alberto Musalem spanning the data, the economy, and the possibility of a rate cut in September.

Also in focus: huge movers across earnings and new entrants… The CEO of options and equities exchange “Miami International” joined the team ahead of their first trade on the New York Stock Exchange, while Sara brought exclusive commentary from a call with the CEO of Tapestry – as those shares fall to the bottom of the S&P despite a top and bottom line beat.

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Hotter-Than-Expected PPI, Cisco CEO on Earnings and AI, Deere Drops 8/14/25

podcasts@cnbc.com (CNBC) — Thu, 14 Aug 2025 14:24:55 +0000

With tariffs and rate cut hopes on the front burner, Carl Quintanilla and Jim Cramer discussed hotter-than-expected wholesale inflation data weighing on stocks. The July Producer Price Index up 0.9%, well above economists expectations. Cisco CEO Chuck Robbins joined the program to explain how AI fueled the company's earnings beat. Also in focus: Deere shares under pressure on trimmed guidance, Coach parent Tapestry tumbles, crypto exchange Bullish builds on its strong debut one day after going public, bitcoin pulls back from its all-time high, Apple's AI push.

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Cramer's Morning Take: Eli Lilly 8/13/25

podcasts@cnbc.com (CNBC) — Wed, 13 Aug 2025 16:34:33 +0000

Cramer says he wants to buy back shares of this pharma giant. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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SOTS 2nd Hour: Goldman’s Chief U.S. Economist, Potential Powell Picks, & The Quantum Computing Breakdown 8/13/25

podcasts@cnbc.com (CNBC) — Wed, 13 Aug 2025 15:46:44 +0000

Stocks hitting more record highs: Sara Eisen, David Faber, and Carl Quintanilla discussed the latest on the markets front with Goldman’s Chief U.S. Economist… Along with his response to the President’s recent post railing against the company and his team’s report on tariff costs. Plus: some surprising new names being floated as potential replacements for Fed Chair Powell – hear who they are this hour - along with a deep-dive on the legal landscape for big tech with a former commissioner at the FTC (as AI start-up Perplexity makes a big for Google’s Chrome Browser, and Elon Musk threatens to sue Apple over antitrust concerns).

Also in focus: a series of key names on the move… The team discussed Cava and Coreweave’s double-digit declines, Paramount-Skydance shares surging on little news, and what to expect from a new entrant at the New York Stock Exchange – Crypto exchange ‘Bullish’, set to trade under the ticker BLSH. Plus, hear from the CEO of quantum computing darling ‘Rigetti Computing’ – whose shares are up nearly *1,700%* over the last year.

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Stocks Extend Record Run, CoreWeave Falls Despite Beat, Bullish CEO on IPO 8/13/25

podcasts@cnbc.com (CNBC) — Wed, 13 Aug 2025 14:46:35 +0000

Carl Quintanilla, Jim Cramer and David Faber discussed riding the record rally in stocks, with the S&P 500 and Nasdaq hitting new all-time highs. The anchors also reacted to

Treasury Secretary Scott Bessent's suggestion that the Fed should cut interest rates by a half-point in September. CoreWeave's high-flying post-IPO rally takes a detour

despite guidance and quarterly revenue above street estimates. Bullish CEO Tom Farley joined the program after ringing the NYSE opening bell. Farley -- former president of the NYSE --

discussed Bullish going public and how the crypto exchange is capitalizing on stablecoins. Also in focus: Elon Musk-Sam Altman battle intensifies, Cava plummets.

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SOTS 2nd Hour: CPI Breakdown, LIVE: Stephen Miran, & AMC Entertainment CEO Talks Box Office 8/12/25

podcasts@cnbc.com (CNBC) — Tue, 12 Aug 2025 15:18:16 +0000

Stocks gaining after this morning’s inflation report: Sara Eisen, Carl Quintanilla, and David Faber broke down the numbers along with Council of Economic Advisers Chairman (and President Trump’s Pick to Replace Fed Governor Adriana Kugler) Stephen Miran. JPMorgan Asset Management’s Chief Strategist saying higher inflation might not be a bad thing for equity investors – find out why this hour. Plus: hear the latest Fed speak – including Fed President Jeffrey Schmid’s new hawkish comments… and more on how the consumer’s holding up with the CEO of AMC Entertainment, fresh off earnings from the name.

Also in focus: the return of M&A and IPOs… Morgan Stanley’s Global Co-Head of Investment Banking joined the team for a wide-ranging interview spanning recent entrants, the deal pipeline, and whether a rebound in activity is to be believed.

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Market Reaction to CPI, Nvidia's China Challenge, Musk Threatens Apple 8/12/25

podcasts@cnbc.com (CNBC) — Tue, 12 Aug 2025 14:36:32 +0000

Carl Quintanilla, Jim Cramer and David Faber led off the show with market reaction to July CPI inflation data -- as well as what the results could mean for the Fed. Chips back in the spotlight:

Beijing reportedly demanding that Chinese tech companies justify buying Nvidia's H20 chips instead of domestic alternatives. The anchors reacted to Intel CEO Lip-Bu Tan's White House

Meeting with President Trump. Elon Musk threatens Apple with legal action over alleged antitrust violations involving the App Store. Also in focus: Stablecoin issuer Circle Internet extends

its post-IPO rally to a gain of 490% after posting its first quarterly report as a public company, Trump threatens Fed Chair Powell with a "major lawsuit."

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Cramer's Morning Take: Texas Roadhouse 8/11/25

podcasts@cnbc.com (CNBC) — Mon, 11 Aug 2025 17:28:51 +0000

Cramer says ‘leave room to buy back’ this restaurant chain. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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SOTS 2nd Hour: New Nvidia/AMD China Fees, Barrick Mining CEO Talks Gold, & TKO CEO Live 8/11/25

podcasts@cnbc.com (CNBC) — Mon, 11 Aug 2025 15:24:44 +0000

A mixed morning for stocks as tariff receipts – and headlines – roll in: Sara Eisen, David Faber, and Carl Quintanilla broke down the latest out of Washington, including news that Nvidia and AMD will pay the U.S. government 15% of their China chip sale revenues… plus: investors expecting more clarity today when it comes to tariffs on gold – with the CEO of one of the world’s biggest miners, Barrick Gold – joining the team to discuss. Later on: why Citi’s top U.S. Strategist says the bull case remains strong here – and the path to his new 6600 price target on the S&P.

Also in focus: Paramount Skydance inking a huge media deal – acquiring exclusive rights for UFC for $7.7B… Hear a wide-ranging deep-dive with the heads of UFC Parent company TKO Group, spanning the deal, live sports, and the health of the media ecosystem.

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Chips and the White House: From Nvidia and AMD to Intel's CEO and Pres. Trump 8/11/25

podcasts@cnbc.com (CNBC) — Mon, 11 Aug 2025 14:43:44 +0000

Carl Quintanilla, Jim Cramer and David Faber discussed two big stories in the chip sector: Published reports say Nvidia and AMD agreed to pay

the U.S. government 15% of their revenue from sales of AI chips in China. Intel CEO Lip-Bu Tan reportedly set to visit to White House on Monday,

after President Trump called for his resignation last week. Also in focus: Nasdaq in record territory after Apple's best week since 2020,

Wall Street braces for this week's inflation data, Paramount strikes a $7.7 billion deal with TKO for exclusive UFC rights, Why one AI stock plummeted 30%.

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SOTS 2nd Hour: Key Earnings Movers, NYC Comptroller Brad Lander, Plus: Paramount’s New Chairman & CEO 8/8/25

podcasts@cnbc.com (CNBC) — Fri, 8 Aug 2025 15:32:26 +0000

Carl Quintanilla, David Faber, and Leslie Picker kicked off the hour with details on the President’s new pick for the Federal Reserve: Stephen Miran – along with a check on how the broader markets are faring. Former Bridgewater Chief Investment Strategist Rebecca Patterson joined the team at Post 9 with her take, and more on the tariff headlines pushing gold prices to record highs. Plus: a deep-dive on key earnings movers, from Block’s Bitcoin buys to Trade Desk’s tariff warning… and a read on the health of New York City’s economy and pensions – with Comptroller and former Mayoral Candidate Brad Lander, who’s got new numbers when it comes to returns for retirees.

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Markets and Apple's Rally, Intel CEO Responds to Trump, the President's Fed Vacancy Pick 8/8/25

podcasts@cnbc.com (CNBC) — Fri, 8 Aug 2025 14:36:07 +0000

Carl Quintanilla, David Faber and Mike Santoli led off the show with the broader market’s upward momentum, including Apple's weekly gain of 9% heading into Friday's trading session. In a letter to Intel employees, CEO Lip-Bu Tan responded to President Trump's call for him to resign. The anchors reacted to Trump nominating Council of Economic Advisers Chairman Stephen Miran to fill a vacant seat at the Federal reserve. Alson in focus: What OpenAI CEO Sam Altman told CNBC about the GPT-5 launch and the possibility of taking the company public, the software sector slump, the stocks that are plummeting on earnings news, one year into Kelly Ortberg's tenure as Boeing CEO -- the turnaround plan and the stock surge.

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Cramer's Morning Take: Eli Lilly 8/7/25

podcasts@cnbc.com (CNBC) — Thu, 7 Aug 2025 16:35:14 +0000

Cramer reacts to this pharma giant’s drug trial that failed to impress. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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SOTS 2nd Hour: Eli Lilly Shares Slim Down, Chip on Trump’s Shoulder, Exclusive: ConocoPhillips CEO 8/7/25

podcasts@cnbc.com (CNBC) — Thu, 7 Aug 2025 15:30:58 +0000

Carl Quintanilla, David Faber, and Leslie Picker began the hour by breaking down the President’s new claim that he would impose a 100% tariff on imports of semiconductors and chips, but not for companies that are “building in the United States.” Separately, he also called out Intel and said the CEO should resign immediately after saying Lip-Bu Tan is “highly conflicted” following reports to his potential ties to Chinese companies. CNBC’s Angelica Peebles also joined the program to discuss Eli Lilly shares plunging following some disappointing weight loss data. Also in the mix; ConocoPhillips CEO exclusively broke down his company’s latest results.

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Tariffs and the Chips Rally, Apple Extends Gains, Trump: Intel CEO Should Resign 8/7/25

podcasts@cnbc.com (CNBC) — Thu, 7 Aug 2025 14:43:17 +0000

Carl Quintanilla, Jim Cramer and David Faber discussed developments involving the White House and the tech sector: President Trump announced 100% percent tariffs on semiconductor imports, with exemptions for chipmakers who invest in the United States. Taiwan Semiconductor among the chip companies rallying on that news. Apple shares extended their gains one day after the president and Tim Cook met at the White House to announce Apple expanding its commitment to investing in the U.S. In a Truth Social post, Trump called on Intel CEO Lip-Bu Tan to resign. Eli Lilly shares tumbled as weight-loss pill trial results overshadowed an earnings beat and raised guidance.

Also in focus: DoorDash among the earnings winners, Paramount and Skydance complete their merger.

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Cramer's Morning Take: Disney 8/6/25

podcasts@cnbc.com (CNBC) — Wed, 6 Aug 2025 17:29:38 +0000

Cramer says this media giant is a buying opportunity. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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SOTS 2nd Hour: New India Tariffs, Earnings Wrap-up – AMD, McDonald’s, & Disney – Plus Upstart, Lucid CEOs 8/6/25

podcasts@cnbc.com (CNBC) — Wed, 6 Aug 2025 15:09:17 +0000

Carl Quintanilla, David Faber, and Leslie Picker discussed the latest on the earnings front: starting with AMD’s China concerns and the disappointing guide sending Super Micro shares slumping – along with the better-than-feared numbers boosting McDonalds shares with one analyst forecasting even more gains ahead. Plus: the President announcing an additional 25% tariff on goods from India as Apple announces an additional $100 billion investment to beef up U.S. manufacturing… Hear former Goldman Asset Management Chairman Jim O’Neill’s take on all these fast changing tariff headlines.

Also in focus: how consumer credit is holding up with the CEO of AI lender Upstart, fresh off earnings that have shares falling double digits. A deep-dive on Disney’s big sports bet along with key takeaways from quarterly results. Hear the interim CEO of Lucid break down the road ahead for his company – and the challenges that remain for the EV market… Along with the staggering numbers behind a new generation of “AI Billionaires”.

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Disney Earnings and ESPN-NFL Deal, AMD CEO "First on CNBC," Apple to Boost U.S. Investment 8/6/25

podcasts@cnbc.com (CNBC) — Wed, 6 Aug 2025 14:46:20 +0000

On a busy morning full of earnings news, Carl Quintanilla, Jim Cramer and David Faber led off the show with reaction to Disney's Q3 results and the deal its ESPN unit

struck with the NFL. In a “First on CNBC” interview, AMD CEO Lisa Su discussed the chipmaker's earnings, as well as where China, AI and data centers fit into the picture.

A White House official told CNBC that Apple has pledged a new $100 billion investment commitment in the U.S. Also in focus: McDonald's among the earnings winners,

Shopify President Harley Finkelstein joined the show to talk about quarterly results that sent shares of the e-commerce company soaring.

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Cramer's Morning Take: DuPont 8/5/25

podcasts@cnbc.com (CNBC) — Tue, 5 Aug 2025 17:45:25 +0000

This materials brand is one of the most undervalued companies Cramer’s ever seen. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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SOTS 2nd Hour: Goldman’s Chief U.S. Equity Strategist, Palantir’s Blowout Quarter, and The Healthcare Playbook 8/5/25

podcasts@cnbc.com (CNBC) — Tue, 5 Aug 2025 15:12:08 +0000

Stocks taking a leg lower after new manufacturing data top of the hour:

David Faber, Leslie Picker, and Michael Santoli discussed the latest – along with key headlines out of President Trump’s wide-ranging interview on CNBC earlier this morning – with Goldman’s Chief U.S. Equity Strategist David Kostin, who argues margins can hold here despite tariff pressures… Plus: the playbook for two sectors in focus today – tech stocks, as Communication Services hits a new high alongside Palantir (on the heels of a blowout quarter), and Healthcare on the heels of double digit swings in multiple earnings names.

Also in focus: the financials. Hear the CEO of Apollo Global’s take on allowing 401(k) funds access to private markets (calling it “common sense”) – and JPMorgan’s response after the President called out the firm alongside Bank of America for so-called “de-banking” of conservatives this hour.

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Pres. Trump Speaks to CNBC, Palantir's AI Boom, Caterpillar’s Earnings Miss 8/5/25

podcasts@cnbc.com (CNBC) — Tue, 5 Aug 2025 14:28:55 +0000

David Faber and Jim Cramer engaged in wide-ranging discussion about President Donald Trump's Tuesday morning appearance on CNBC. The anchors reacted to

what he had to say about everything from trade to who might replace Jerome Powell as Fed Chair. JPMorgan Chase responded to Trump's accusation that big banks

discriminate against conservatives. Palantir -- this year's top performing stock on the S&P 500 -- jumped to a fresh record high on a blowout quarter fueled by AI.

Also in focus: Earnings winners and losers including Caterpillar, which missed on the bottom line and said it expects up to $1.5 billion in tariff-related costs this year.

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Cramer's Morning Take: Starbucks 8/4/25

podcasts@cnbc.com (CNBC) — Mon, 4 Aug 2025 17:17:17 +0000

Jim Cramer says this coffee giant’s stock has come down ‘way too much’. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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SOTS 2nd Hour: Stocks still digesting Friday’s sell-off and the President’s decision to fire the head of the BLS 8/4/25

podcasts@cnbc.com (CNBC) — Mon, 4 Aug 2025 15:18:56 +0000

David Faber, Michael Santoli, and Leslie Picker kicked off the hour with new data and the market set-up ahead of what’s historically a hard month for the market… and stocks like Palantir and meme trade Opendoor surge. Longtime market vet and Evercore Founder & Vice Chair Roger Altman joined the team with his take – and the evidence he sees of an economic slowdown. Plus: listen to a can’t miss and wide-ranging interview with Senator Elizabeth Warren this hour, spanning the economy, the consumer, the housing market, and the NYC mayoral race.

Also in focus: OnSemi the latest chip company to issue disappointing guidance – a debate on whether it’s a canary in the coal mine, this hour… A deep-dive on new numbers out of Berkshire Hathaway… And more on the other key movers of the day: like Wayfair’s better-than-feared results boosting shares to a $10.5B AI data center deal sending shares of a different name +70%.

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Musk's Massive Pay Package, Trump Fires BLS Head, Stocks Rebound After Friday Sell-Off 8/4/25

podcasts@cnbc.com (CNBC) — Mon, 4 Aug 2025 14:30:39 +0000

David Faber and Jim Cramer led off the show with Tesla shares rising after the company awarded Elon Musk a massive multibillion dollar pay package consisting of 96 million restricted shares of stock. The anchors also reacted to President Trump's decision to fire the head of the Bureau of Labor Statistics after July employment data came in weaker than expected. Also in focus: What to make of stocks in rebound mode after Friday's sell-off, fascinating Mag 7 stats, shares of Warren Buffett's Berkshire Hathaway fall on earnings, what to expect from Palantir's quarterly results after Monday's close of trading, Figma's red-hot post-IPO rally takes a detour.

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SOTS 2nd Hour: Jobs Report & Big Tech Breakdown, PLUS: SEC Chair, Goldman’s Chief Economist, & Atlanta Fed President Bostic 8/1/25

podcasts@cnbc.com (CNBC) — Fri, 1 Aug 2025 15:15:59 +0000

A tough morning after July Jobs data disappointed along with some HUGE revisions when it comes to prior months:

Sara Eisen and David Faber broke down the latest – plus new data crossing top of the hour – alongside the market impact for stocks already seeing pressure following new tariff rates on over 60 U.S. trading partners from the Trump Administration. Goldman’s Chief Economist Jan Hatzius discussed his case for stagflation, and what he calls “an economy that’s still growing – but growing very slowly” – but a bit of a different story from Atlanta Fed President Bostic, who joined the team exclusively with a few greenshoots… albeit despite “a very difficult environment right now”.

Also in focus: Big Tech and Crypto. The Head of the SEC discussed the regulator’s new “Project Crypto” and what it means for the industry… And don’t miss advice on what to do with Amazon and Apple shares, along with the rest of the Mag-7, as the group falls alongside the NASDAQ.

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Market Sell-Off: Trump's New Tariffs, Jobs Miss, Apple and Amazon, Chevron CEO Exclusive 8/1/25

podcasts@cnbc.com (CNBC) — Fri, 1 Aug 2025 14:36:05 +0000

On a busy first trading day of August: David Faber and Jim Cramer discussed the markets in sell-off mode with lots of news in the spotlight: President Trump imposes

new tariffs on dozens of countries including Canada, the July jobs report comes in weaker than expected, Amazon shares slide despite a Q2 beat, but Apple is a

bright spot -- shares rise after strong iPhone sales helped fuel better-than-expected results. Chevron CEO Mike Wirth joined the program exclusively to discuss everything

from earnings to energy and data centers in wake of the AI boom. Also in focus: Shares of Figma extend gains one day after soaring 250% in the company’s Wall Street debut.

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Cramer's Morning Take: Meta & Microsoft 7/31/25

podcasts@cnbc.com (CNBC) — Thu, 31 Jul 2025 18:57:32 +0000

Cramer breaks down strong earnings from two tech giants. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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SOTS 2nd Hour: You Meta Believe It, Microsoft $4T, plus – ARM CEO, NYSE Pres. Talks Figma IPO 7/31/25

podcasts@cnbc.com (CNBC) — Thu, 31 Jul 2025 15:32:33 +0000

Big Tech boosting the S&P to record highs:

Sara Eisen and David Faber broke down the latest on the data front (PCE, fresh Powell commentary on tariffs & inflation) with a special guest – Jim Cramer, joining the team ahead of a First On CNBC interview with the CEO of chip designer ARM as shares fall there on disappointing results. Plus: parsing through a deluge of earnings over the last 24 hours… RBC’s U.S. Equity Strategy Head Lori Calvasina gave her take on it all – and why it’s becoming a “stock picker’s market” as companies navigate tariffs – while one big tech analyst along with CNBC’s Steve Kovach broke down Meta, Microsoft, Amazon, and Apple this hour.

Also in focus: a blockbuster public debut at the New York Stock Exchange as Figma prices above the range. NYSE President Lynn Martin discussed all the action, the IPO pipeline, and a whole lot more in a wide-ranging deep-dive this hour.

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Markets Ride the AI Boom: Microsoft Joins the $4T Club, Meta Soars on Earnings 7/31/25

podcasts@cnbc.com (CNBC) — Thu, 31 Jul 2025 14:35:39 +0000

David Faber and Jim Cramer covered all of the bases on the AI trade extending the record run for stocks. Microsoft posted a blowout quarter and joined Nvidia in the exclusive $4 trillion valuation club. Meta shares hit a fresh all-time high with an earnings beat of its own, as the company ramps up its AI investment strategy. Also in focus: The Fed's preferred inflation gauge shows an increase in core prices, copper's tumble and the tariff effect, Figma's Wall Street debut at the NYSE, earnings winners and losers including Qualcomm, Arm Holdings, eBay and Ford.

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SOTS 2nd Hour: Meta Expectations, Fed in Focus, and the View From The C-Suite – w/GSK & Hershey CEOs 7/30/25

podcasts@cnbc.com (CNBC) — Wed, 30 Jul 2025 15:17:11 +0000

Stocks hovering around record highs ahead of a Fed decision and key report cards out of Big Tech:

Sara Eisen and David Faber broke down the latest on the data front (Q2 GDP, new payrolls data, and pending home sales at the top of the hour) along with some new commentary around prices and tariffs from consumer-facing earnings. RBC Tech analyst Brad Erickson broke down his bull case for Meta ahead of results tonight, while former Fed President Esther George discussed her predictions when it comes to Fed Chair Powell and rates.

Plus: the view from the C-Suite… This hour: the CEO of pharmaceutical giant GlaxoSmithKline talked her expectations for tariffs on the industry; hear the CEO of Starbucks’ take on competition, as same-store sales there disappoint; the CEO of Hershey joined the team for her last broadcast interview in the role with the her latest on the consumer, M&A expectations, and legacy; and more from the CEO of Palo Alto as the company announces plans to acquire CyberArk for ~$25B.

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Starbucks CEO Talks Turnaround Plan, Palo Alto-CyberArk $25B deal, Hassett on GDP, Tariffs and the Fed 7/30/25

podcasts@cnbc.com (CNBC) — Wed, 30 Jul 2025 14:42:05 +0000

David Faber and Jim Cramer kicked off a big show with Starbucks CEO Brian Niccol in a "First on CNBC" interview on the company's quarterly results and turnaround plan.

Palo Alto Networks CEO Nikesh Arora and CyberArk Software Founder and Executive Chairman Udi Mokady appeared on the program to discuss their companies' $25 billion merger deal.

National Economic Council Director Kevin Hassett joined the show with White House reaction to stronger-than-expected Q2 GDP, as well as views on tariffs and the Fed on rate decision day

for the central bank. Also in focus: Earnings parade winners and losers, more woes for Wegovy maker Novo Nordisk.

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Cramer's Morning Take: Novo Nordisk 7/29/25

podcasts@cnbc.com (CNBC) — Tue, 29 Jul 2025 17:35:15 +0000

Jim Cramer and Jeff Marks discuss why The Club has trimmed holdings of this drugmaker. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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SOTS 2nd Hour: Union Pacific & Norfolk CEOs, AstraZeneca CEO, & Consumer Stock Picks 7/29/25

podcasts@cnbc.com (CNBC) — Tue, 29 Jul 2025 15:08:13 +0000

A huge morning of earnings and deal news:

Carl Quintanilla, Sara Eisen, and David Faber kicked off the hour with better-than-expected consumer data – along with a First On CNBC interview with the CEOs of Union Pacific and Norfolk Southern as they sign a new deal for the largest buyout EVER in the industry – and become the first coast-to-coast freight operator in the US…

On the earnings front: hear from one analyst who calls Boeing a buy on new numbers there, more on how to navigate consumer-facing stocks after a slew of mixed reports out of travel and retail, and what’s ahead for pharma on the tariffs front according to the CEO of AstraZeneca, as shares gain following strong results… Plus: what’s driving Novo Nordisk shares to their worst day since 1987.

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Railroad Mega-Merger, Boeing CEO Exclusive, CEO Changes at Novo Nordisk and P&G 7/29/25

podcasts@cnbc.com (CNBC) — Tue, 29 Jul 2025 14:36:44 +0000

Carl Quintanilla, Jim Cramer and David Faber led off the show with a mega-deal to create a transcontinental railroad giant: Union Pacific to acquire Norfolk Southern for

$320 a share or $72 billion in cash and stock. Boeing CEO Kelly Ortberg joined the program along with Phil LeBeau after the company slashed losses and posted a Q2 beat.

Novo Nordisk shares plunge after the Wegovy maker cuts guidance and appoints a new CEO. Procter & Gamble reports earnings and names its future CEO.

UnitedHealth slides on weak 2025 guidance. Also in focus: A slew of earnings winners and losers, the deadly shooting inside an office tower on Park Avenue in New York City.

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Cramer's Morning Take: Cisco & Honeywell 7/28/25

podcasts@cnbc.com (CNBC) — Mon, 28 Jul 2025 17:23:10 +0000

Cramer breaks down why the Club is buying this legacy tech company. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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SOTS 2nd Hour: EU Trade Deal Details & The Impact on Energy, Alcohol Stocks… Plus: This Week’s Earnings/Fed Playbook 7/28/25

podcasts@cnbc.com (CNBC) — Mon, 28 Jul 2025 15:15:50 +0000

Record highs on the S&P and Nasdaq after a new trade deal with the EU this weekend:

Carl Quintanilla, Leslie Picker, and David Faber got the latest from Stockholm as Treasury Secretary Bessent meets with his Chinese counterparts, and talked key carveouts in the EU deal… What one longtime market veteran (Ruchir Sharma) says the world got wrong about tariffs – and what AI mania has to do with it. Plus: the playbook for energy stocks after a huge promise from Europe to buy more American energy… and a deep-dive on how the trade deal could impact the alcohol distillers.

Also in focus: it’s the busiest week of earnings season with reports coming from more than 100 S&P 500 companies including Microsoft, Meta, Apple, and Amazon… The key reports to watch along with the stocks most as risk here – along with details on a new deal out of a different Mag-7 name: Tesla buying $16.5B in Samsung chips.

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Trade Spotlight: U.S Forges Deal Framework With EU, Begins New Talks With China 7/28/25

podcasts@cnbc.com (CNBC) — Mon, 28 Jul 2025 14:30:51 +0000

On another record-setting day for the S&P 500 and Nasdaq, Carl Quintanilla, Jim Cramer and David Faber discussed big stories on the trade front and what

they could mean for investors: The U.S. and European Union agreed to a deal framework in which most EU goods would face a 15% U.S. tariff. On Monday,

Treasury Secretary Scott Bessent and a U.S. delegation arrived in Stockholm, Sweden for new trade talks with their Chinese counterparts. The anchors reacted

to what President Trump said about pharma tariffs, the Fed and China during his bilateral meeting with UK Prime Minister Keir Starmer in Scotland.

Also in focus: Four "Mag 7" companies lead the biggest week of earnings season, Tesla's $16.5 billion chip deal with Samsung, J.P. Morgan upgrades Nike

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SOTS 2nd Hour: Apollo’s “No Free Lunch” Warning, Tech Investor Dan Niles, & A Read On Luxury 7/25/25

podcasts@cnbc.com (CNBC) — Fri, 25 Jul 2025 15:35:11 +0000

The end of a huge week for earnings and record highs on the S&P: Carl Quintanilla, Sara Eisen, and David Faber reacted to breaking commentary from President Trump top of the hour, before getting Apollo Global Chief Economist Torsten Slok’s take… who’s warning of stagflation ahead tied to tariffs: arguing there’s “no free lunch”. Big Tech a key part of the recent rally – longtime investor Dan Niles broke down his top picks ahead of results next week from Apple, and why he sees clouds on the horizon come September.

Plus: a number of individual stock movers… The team discussed what’s driving huge declines in shares of Charter and Sarepta, Volkswagen’s latest warning on tariffs – and what it means for the rest of the automakers, and new numbers out of one luxury retailer who’s down big on the year.

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Pres. Trump Visits the Federal Reserve, Righting the Chip, Live: FCC Chairman Carr 7/25/25

podcasts@cnbc.com (CNBC) — Fri, 25 Jul 2025 15:12:20 +0000

Carl Quintanilla, Sara Eisen, and David Faber began the show with a look at another record close for the S&P and Nasdaq, following a busy week of earnings. The desk also discussed President Trump’s visit to the Federal Reserve, where he sparred with Powell over renovation costs, but backed off his firing threats. CNBC reporter Kristina Partsinevelos also joined the show to discuss a big drop for Intel post results, as the company continues its turnaround efforts. After the opening bells, FCC Chair Carr joined the program first on CNBC to discuss his group’s decision to greenlight the $8 billion Paramount-Skydance deal.

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SOTS 2nd Hour: Alphabet & Tesla Takes, LIVE: CSX CEO, UnitedHealth’s Road Ahead 7/24/25

podcasts@cnbc.com (CNBC) — Thu, 24 Jul 2025 15:10:13 +0000

More record highs on the S&P and Nasdaq: Carl Quintanilla, Sara Eisen, and David Faber broke down key takeaways from the morning’s biggest reports – and dove deep on what to do with Alphabet and Tesla shares following results from both names. Plus: hear from the CEO of CSX, as headlines fly around possible M&A in the space (along with his bullish take on their quarter) AND the CEO of IBM, who says the company could save as much as $4.5B through AI automation… And later on: former Assistant Attorney General Jonathan Kanter’s take on news UnitedHealth is now the subject of a Department of Justice investigation.

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A Tale of Two Tech Earnings, UNH DOJ Investigation, Live: Commerce Secretary Lutnick 7/24/25

podcasts@cnbc.com (CNBC) — Thu, 24 Jul 2025 14:48:22 +0000

Another busy day of earnings drove the top of the show, where Carl Quintanilla, David Faber, and Jim Cramer broke down the results out of Tesla and Alphabet. The two stocks moved in different directions after Alphabet posted a big beat, while Tesla missed on the top and bottom lines. The anchors also mentioned UnitedHealth after the company revealed it is facing a DOJ investigation over its Medicare billing practices, which sent shares of the Dow component lower. Also in the mix; Commerce Secretary Howard Lutnick joined the program to discuss the country’s latest trade talks with the EU.

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Cramer's Morning Take: Trade Deal & Memes 7/23/25

podcasts@cnbc.com (CNBC) — Wed, 23 Jul 2025 16:37:39 +0000

Cramer on the “biggest” trade deal and a new “meme problem”. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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SOTS 2nd Hour: Alphabet Earnings Concerns, A Read on Regionals, LIVE: Oklo & Liberty Energy CEOs 7/23/25

podcasts@cnbc.com (CNBC) — Wed, 23 Jul 2025 15:32:36 +0000

One of the most important days of earnings season with reports this afternoon from Alphabet, Tesla, IBM, Chipotle, and more: Carl Quintanilla, Sara Eisen, and David Faber kicked off the hour with one Alphabet shareholder who says the company’s “intrinsic value” has fallen due to the rise of ChatGPT – and broke down his bull case for financial stocks like Capital One… Plus: the CEO of regional bank Keycorp brought his read on the consumer, as he says tariffs are less of a drag than feared, and could even boost the market in the 2nd half.

Also in focus: the growing demand for energy, after prices from the biggest U.S. power auction jumped above the record high levels seen just last year. The CEOs of OKLO and Liberty Energy joined the team fresh off a new partnership for a deep-dive spanning demand tied to AI, the future of regulation, and more… and at the end of the interview, President Trump just releasing his administration’s AI action plan: the team broke down key details.

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U.S.-Japan Trade Deal, Capital R(AI)ses, Remembering Larry Bossidy 7/23/25

podcasts@cnbc.com (CNBC) — Wed, 23 Jul 2025 14:20:02 +0000

Carl Quintanilla, David Faber, and Jim Cramer began the show by breaking down the latest trade deal between U.S. and Japan. President Trump announced the ‘massive’ trade deal on Truth Social, saying that the agreement includes “reciprocal” tariffs of 15% on the country’s exports to the U.S., with auto duties reportedly being lowered to that level as well. Faber later broke down some reporting on OpenAI and xAi both seeking additional capital, as the race for AI expansion continues. The desk also took some time to remember former Honeywell CEO and longtime GE executive, Larry Bossidy, who passed away at age 90.

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Cramer's Morning Take: Market shift to “cold” stocks 7/22/25

podcasts@cnbc.com (CNBC) — Tue, 22 Jul 2025 15:48:22 +0000

Cramer and Jeff discuss investors buying “cold” stocks, healthcare performance, and trade deals. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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SOTS 2nd Hour: Talking Tariff Impacts, Goldman’s Credit Head, & LIVE: Coca-Cola CEO 7/22/25

podcasts@cnbc.com (CNBC) — Tue, 22 Jul 2025 15:06:40 +0000

Earnings season officially kicking into high gear: Sara Eisen, Carl Quintanilla, and David Faber kicked things off with a breakdown of where things stand on the tariffs front – and how companies are navigating the impact across the autos, the homebuilders, and the defense complex. Key names? General Motors, D.R. Horton & Pulte, along with Northrop, Lockheed Martin, and RTX. Coca-Cola a laggard following results there as well – hear Chairman & CEO James Quincey breakdown the numbers, plus their shift into cane sugar this hour… And why NXP Semiconductor’s disappointing results could be a canary in the coal mine for other chip stocks.

Plus: U.S. debt will be riskier ahead, according to Goldman’s Credit Chief Jonny Fine – he joined the team at Post 9 with his take on the markets… And don’t miss a deep-dive with the CEO of PNC on the heels of a new crypto partnership with Coinbase.

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Kohl’s Joins the Meme Craze, GM Shares Driven Lower, Road Ahead for Rails 7/22/25

podcasts@cnbc.com (CNBC) — Tue, 22 Jul 2025 14:20:20 +0000

David Faber rejoined Carl Quintanilla and Jim Cramer at Post 9 at the NYSE for today’s show to help breakdown another busy day of earnings. One of the biggest movers included General Motors, which moved lower despite topping earnings estimates. CEO Mary Barra said in a letter to shareholders that the automaker is working to ‘greatly reduce’ its tariff exposure. The desk also watched shares of Kohl’s spike at the open, with the stock jumping as much as 100% in early trading. Also in the hour; Faber broke down all the potential M&A news swirling around the railroad sector.

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SOTS 2nd Hour: Record Highs Roll Along, FICO CEO On The Record, & Restaurant Stock Recs 7/21/25

podcasts@cnbc.com (CNBC) — Mon, 21 Jul 2025 15:03:19 +0000

Another morning of record highs on the S&P and NASDAQ ahead of a make-or-break week for stocks:

Sara Eisen and Carl Quintanilla started the hour with a look at the major earnings coming this week (Alphabet, Tesla, Intel, and more), and what we’ve heard from key companies so far. Barclays Head of U.S. Equity Strategy arguing this will be the first quarter to show the impact of tariffs – but the headwinds just haven’t shown up yet. Plus: a deep dive on new numbers out of Domino’s with an analyst who calls the stock a buy, as their CFO says they’ve seen no geopolitical impact to their business.

Also in focus: hear from the CEO of the credit bureau FICO as his company comes under fire for being a “monopoly” – why he says it’s just the most efficient way for the market to operate, how he’s using AI in the business, and more… and the latest on the biggest movers of the day, from Sarepta to Apple to LVMH.

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Stocks Extend Record Rally, Powell’s Future, Verizon Leads the Dow 7/21/25

podcasts@cnbc.com (CNBC) — Mon, 21 Jul 2025 14:25:47 +0000

Carl Quintanilla and Jim Cramer started the hour with a look at the busy earnings season ahead. Verizon kicked off the party with a beat and raised guidance, which sent shares of the company higher in early trading. The anchors also turned to a WSJ report that said Sec. Bessent laid out the case against firing Fed Chair Powell to the president. Trump later took to Truth Social to refute the story saying “I know better than anybody what’s good for the Market, and what’s good for the U.S.A.” Later in the show, the desk also turned to some of the day’s biggest movers, including a giant jump for Block following the company’s inclusion into the S&P 500.

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SOTS 2nd Hour: More S&P Record Highs, Netflix Breakdown, LIVE: Deputy Treasury Secretary 7/18/25

podcasts@cnbc.com (CNBC) — Fri, 18 Jul 2025 15:40:20 +0000

Another morning of record highs on the S&P and NASDAQ: Sara Eisen and Carl Quintanilla kicked things off with a fresh read on where things stand when it comes to the U.S. consumer (as new sentiment data hits its highest levels since February, retail sales came in strong, and names like American Express say spending has remained healthy). Longtime market veteran Ed Yardeni joined the team with his take on the action – arguing you should remain bullish here. Plus: hear from Deputy Treasury Secretary Michael Faulkender, in a wide ranging interview spanning the administration’s crypto ambitions – to where he sees the economy headed in the 2nd half… along with a live read on the trade front thanks to Flexport’s Ryan Peterson.

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Chevron CEO "First on CNBC," Netflix Falls Despite Beat, Riding the Record Rally 7/18/25

podcasts@cnbc.com (CNBC) — Fri, 18 Jul 2025 14:34:47 +0000

Chevron CEO Mike Wirth joined Carl Quintanilla and Sara Eisen at Post 9 in a "First on CNBC" interview. They discussed the oil giant completing its $55 billion acquisition of Hess. Shares of Netflix pull back from all-time highs despite better-than-expected quarterly results. One analyst offers his take on where the stock and the streaming wars go from here. New record intraday highs for the S&P 500 and Nasdaq -- a chief investment strategist joins the discussion about what's next for the rally. Also in focus: Reaction to earnings from the likes of American Express, Sarepta tumbles, President Trump vs. Fed Chair Powell, the House of Representatives passes landmark crypto legislation, CBS cancels Stephen Colbert's "Late Show."

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Cramer's Morning Take: Cisco Systems 7/17/25

podcasts@cnbc.com (CNBC) — Thu, 17 Jul 2025 15:50:14 +0000

Cramer explains why the Club is investing in this tech firm that’s embracing AI. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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SOTS 2nd Hour: New Nasdaq Highs, Bank CEOs Defend Powell, Plus: CEOs of Pepsico, Fifth Third Talk Results 7/17/25

podcasts@cnbc.com (CNBC) — Thu, 17 Jul 2025 15:15:45 +0000

All-time highs yet again for the NASDAQ: Sara Eisen and Carl Quintanilla kicked off the hour discussing the latest for stocks, earnings, data – and ever-growing headlines around Fed Independence. Hear both sides of the debate this hour, including: why the President’s putting the pressure on Powell, what big bank CEOs are saying about it, and both an international billionaire investor’s – and Goldman’s Chief U.S. Economist’s – take on all the action. On the earnings front: Sara caught up with the CEO of Pepsi, who had a big warning when it comes to the consumer - despite shares headed higher post-results. Plus: the CEO of Fifth Third joined the team to breakdown new numbers out of the regional bank, and small business demand. Finally, the team discussed two of the year’s best performers: GE Aerospace, who just reported strong numbers thanks to its engines business… while investors eye Netflix ahead of earnings tonight.

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PepsiCo CEO Exclusive, GE Aerospace and the Earnings Parade, Trump-Powell Buzz 7/17/25

podcasts@cnbc.com (CNBC) — Thu, 17 Jul 2025 14:48:01 +0000

On a busy earnings Thursday, Carl Quintanilla and Jim Cramer explored market reaction to results and guidance from companies including GE Aerospace, United Airlines and Taiwan Semiconductor. PepsiCo CEO Ramon Laguarta joined Sara Eisen, Jim and Carl in an exclusive interview. They discussed everything from the company's Q2 earnings beat -- to President Trump's push to get Coca-Cola to use cane sugar in Coke products. The anchors reacted to Trump’s comment that he is "unlikely" to fire Fed Chair Powell -- as CEOs defend Fed independence. Also in focus: What to expect from Netflix's after-the-bell earnings, health insurer Elevance tumbles, Union Pacific reportedly exploring an acquisition of one of its rivals.

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SOTS 2nd Hour: The Inflation Debate, El-Erian’s Bull Call, & Nvidia: Buy, Sell, or Hold? 7/16/25

podcasts@cnbc.com (CNBC) — Wed, 16 Jul 2025 15:12:02 +0000

Another promising read on inflation this morning: Sara Eisen and Carl Quintanilla kicked off the hour discussing where things stand when it comes to prices, tariffs, and the broader market rally before diving into the tech trade with Melius’s Ben Reitzes – who argues Nvidia could be the first company worth $5T. Plus: hear from longtime market veteran and Allianz Chief Economic Advisor Mohamed El-Erian about what’s next from the Fed… And why he says a rate cut could come sooner than expected.

Also in focus: new numbers out of Bank of America, Goldman Sachs, and Morgan Stanley – what investors should know, this hour; the latest from Capitol Hill on the crypto front, as Bitcoin and related stocks rally; and a deep-dive on whether the wealthy really would leave NYC if Zohran Mamdani is elected mayor.

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Big Bank Earnings Day 2, Nvidia CEO in China, Inflation Surprise 7/16/25

podcasts@cnbc.com (CNBC) — Wed, 16 Jul 2025 14:27:53 +0000

Carl Quintanilla and Jim Cramer explored what to make of a second day of bank earnings, led by Bank of America, Goldman Sachs and Morgan Stanley.

The chip sector's record run also in the spotlight, led by Nvidia trading at all-time highs. The anchors reacted to comments made by Nvidia CEO Jensen Huang

in Beijing about doing business in China. The Producer Price Index for June comes in tamer than expected, showing wholesale inflation unchanged month-on-month.

Also in focus: ASML drags chip equipment stocks lower, Johnson & Johnson jumps on earnings, President Trump from trade to your 401(K), crypto legislation vote watch.

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SOTS 2nd Hour: June CPI Breakdown, LIVE: Energy Sec. Talks AI, & Mario Gabelli’s Stock Picks 7/15/25

podcasts@cnbc.com (CNBC) — Tue, 15 Jul 2025 15:19:24 +0000

June consumer inflation coming in as expected: Carl Quintanilla and Sara Eisen broke down the key categories to watch, sectors most impacted by tariffs, and what it all means for stocks alongside the Fed. Famed investor Mario Gabelli joined the team with his take on it all – along with some specific stock picks… While Former Fed Governor Randy Kroszner argued today’s print doesn’t move the needle on rates. Plus: a deep-dive on the big banks, as JPMorgan, Citi, and Wells Fargo kick off earnings from the group this week (all beating estimates).

Also in focus: the President’s headed to Pittsburgh today for Pennsylvania’s first ever Energy and Innovation Summit… with billions of dollars in deals and commitments around AI and data centers expected to be (or already) announced. U.S. Energy Secretary Chris Wright joined the team live from the ground with his answers to America’s growing power needs – along with recent OPEC developments, and more.

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Big Banks’ Earnings Kickoff , Nvidia Rallies, Inflation Rises 7/15/25

podcasts@cnbc.com (CNBC) — Tue, 15 Jul 2025 14:32:51 +0000

On a record-setting day for the S&P 500 and Nasdaq, Carl Quintanilla and Jim Cramer delved into a number of big stories: JPMorgan Chase, Wells Fargo and Citi kick off earnings season

with Q2 beats. Nvidia shares hit new all-time highs after the chipmaker said the U.S. is giving it the green light to resume sales of its H20 AI chips to China. CPI data show consumer inflation

rose in June, but largely in line with economists' expectations. Also in focus: JPMorgan Chase CEO Jamie Dimon talks regulation and stablecoins on the company's earnings call,

Meta CEO Mark Zuckerberg on the company's AI hiring spree, Amazon-backed Anthropic's AI rollout, Jim Cramer's message for Apple CEO Tim Cook, stocks caught up in a downgrade parade.

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Cramer's Morning Take: Dover Corp 7/14/25

podcasts@cnbc.com (CNBC) — Mon, 14 Jul 2025 17:33:25 +0000

Cramer says he likes this industrial stock, calls it a buy. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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SOTS 2nd Hour: Trump Trade Tensions Latest, Bitcoin Bedlam, & Powell Under Fire 7/14/25

podcasts@cnbc.com (CNBC) — Mon, 14 Jul 2025 15:13:56 +0000

Stocks opening lower as the street works through the President’s new threat of 30% tariffs on Mexico and the EU: Carl Quintanilla and Sara Eisen discussed the latest for stocks and global trade with Citi’s U.S. Equity Strategist Scott Chronert (who says the S&P’s rally has legs here) along with Rockefeller International Chairman Ruchir Sharma, who’s pointing to a rare winner abroad. Market movers today across a myriad of industries: hear more on what’s driving the rally in Bitcoin prices… the set-up for the banks into earnings this week… and why the street’s getting bullish on Fastenal.

Also in focus: where to put your money to work in the autos with one analyst who calls Tesla an easy buy here – despite the release of a key competitor in China (with a live read from Beijing this hour) and more headlines around possible xAI investments

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Trump's 30% Tariff Threat, White House Intensifies Criticism of Powell, Bitcoin's Record Run 7/14/25

podcasts@cnbc.com (CNBC) — Mon, 14 Jul 2025 14:31:23 +0000

Carl Quintanilla and Jim Cramer kicked off a new week with market reaction to President Trump threatening Mexico and the EU with 30% tariffs beginning August 1. The anchors also discussed the president ramping up his criticism of Fed Chair Powell for not cutting interest rates and saying Powell should quit. Also in focus: Bitcoin's new record high and "Crypto Week" on Capitol Hill, Jim's CNBC Investing Club Annual Meeting message on bullishness, Elon Musk says Tesla and xAI should not merge, Nvidia and what's weighing on chip stocks, Waters and Becton Dickinson shares fall in reaction to their $17.5 billion merger agreement

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SOTS 2nd Hour: New Canadian Tariffs, AI’s Impact to Hollywood, Buzzkill for Coffee Drinkers? 07/11/25

podcasts@cnbc.com (CNBC) — Fri, 11 Jul 2025 15:51:31 +0000

Carl Quintanilla, Contessa Brewer, and David Faber started the show with a look at stocks retreating from record highs, after President Trump announced a 35% tariff on Canada and threatened higher tariffs across the board. The anchors later brought on CNBC’s Julia Boorstin from Sun Valley, Idaho to discuss what the country’s biggest names in media and tech are saying about the impact of AI to the entertainment industry. Also in the mix; the desk discussed the fallout for Starbucks and Dutch Bros. following the 50% tariff threat to Brazil, America’s largest trade partner for coffee imports.

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Tariff Jitters Hit Stocks, Dimon on Market "Complacency," Nvidia Leads Tech's Big Week 7/11/25

podcasts@cnbc.com (CNBC) — Fri, 11 Jul 2025 14:25:38 +0000

Carl Quintanilla, Jim Cramer and David Faber explored stocks pulling back from record highs after President Trump threatened to impose 35% tariffs on Canadian goods beginning August 1. The anchors also reacted to comments by JPMorgan Chase CEO Jamie Dimon: He warns of "complacency" in the markets. Also in focus: Wrapping up a big week for tech including Nvidia's $4 trillion milestone, OMB director slams Fed Chair Powell, the stocks riding the dealmaking rally, Levi Strauss jumps on earnings, countdown to Jim's CNBC Investing Club Annual Meeting.

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SOTS 2nd Hour: Delta Flies High, Shark Tank’s Daymond John, Exclusive: MP Materials CEO 7/10/25

podcasts@cnbc.com (CNBC) — Thu, 10 Jul 2025 15:40:37 +0000

Carl Quintanilla, Leslie Picker, and David Faber broke down the market action at the top of the hour as the Nasdaq notched another new all-time high. One of the day’s biggest movers included Delta Air Lines, which soared on its latest earnings beat. Other names in the space like United and American rallied on their report as well. Shark Tank host Daymond John later joined the show to discuss the impact of tariffs to small businesses and retailers. Also in the mix; CNBC’s Morgan Brennan spoke with the CEO of MP Materials on their latest contract with the Pentagon that sent shares of the stock surging.

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Tariffs and Record Highs, Nvidia $4T and Beyond, Interview with NFL Commissioner Goodell 7/10/25

podcasts@cnbc.com (CNBC) — Thu, 10 Jul 2025 15:21:22 +0000

Carl Quintanilla, Jim Cramer and David Faber led off the show with market reaction to trade news, including President Trump announcing 50% tariffs on copper and Brazilian goods.

Tech also in the spotlight: Nasdaq hits a fresh record high one day after Nvidia briefly surpassed $4 trillion in valuation. Hear what Jim said about Nvidia stock back in 2011.

NFL Commissioner Roger Goodell joined the program from the Allen & Company Conference in Sun Valley, Idaho to discuss the league's streaming strategy.

Also in focus: The government deal that sent one stock skyrocketing more than 60%, Delta surges on earnings, WK Kellogg soars after it agreed to be acquired by Nutella maker Ferrero.

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Cramer's Morning Take: Coterra Energy 7/9/25

podcasts@cnbc.com (CNBC) — Wed, 9 Jul 2025 17:26:22 +0000

Cramer explains the Club’s decision to trim its position in this energy stock. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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SOTS 2nd Hour: Nvidia Hits $4T, The Battle of the Kevins, Exclusive: Snap CEO 7/9/25

podcasts@cnbc.com (CNBC) — Wed, 9 Jul 2025 15:10:34 +0000

Carl Quintanilla, Leslie Picker, and Mike Santoli hit the rally in tech stocks at the top of the show, after Nvidia became the first company to ever hit a $4 trillion valuation. The Nasdaq also touched a new record high as the market tried to rebound from back-to-back losses. Jefferies Chief Market Strategist David Zervos also joined the show, to discuss the WSJ report that President Trump was leaning towards Kevin Hassett and Kevin Warsh as potential picks to take over the Federal Reserve. Also in the mix; Snap CEO Evan Spiegel sat down with CNBC’s Julia Boorstin from Sun Valley, Idaho to discuss his company’s outlook and new AR glasses.

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Nvidia Makes History As the First $4 Trillion Market Cap Company 7/9/25

podcasts@cnbc.com (CNBC) — Wed, 9 Jul 2025 14:25:29 +0000

Carl Quintanilla and Jim Cramer covered all of the bases on a historic day for Nvidia: The chipmaker became the first company to achieve a $4 trillion valuation. Hear what Jim had to say about what's ahead for the stock. Also in focus: Apple's Jeff Williams to step down as COO, copper tariffs and what they could mean for Tesla, UnitedHealth and the DOJ, Merck's $10 billion deal to acquire Verona Pharma, President Trump's 200% pharma tariff threat.

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SOTS 2nd Hour: AI Arms Race, Tariffs Hit Prime Time, Big Banks Downgraded 7/8/25

podcasts@cnbc.com (CNBC) — Tue, 8 Jul 2025 15:13:49 +0000

Carl Quintanilla, Courtney Reagan, and Mike Santoli started the hour by discussing the market trying to rebound after it suffered its worst day in about 3 weeks. Both BofA and Goldman raised their S&P 500 forecasts as well, predicting some higher gains for the index ahead. CNBC’s Deirdre Bosa also joined the program to discuss Meta continuing its talent poaching spree as the company hired one of Apple’s top AI researchers. Later in the show, Courtney broke down what President Trump’s tariffs might mean for Amazon’s Prime Day sales, which kicked off today. Also in the mix: the desk hit the bank stocks, after HSBC downgraded JPMorgan, Goldman Sachs, and Bank of America ahead of their earnings next week.

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Markets and Tariff Jitters, Bullish S&P 500 Targets, Meta Poaches Top AI Executive from Apple 7/8/25

podcasts@cnbc.com (CNBC) — Tue, 8 Jul 2025 14:44:21 +0000

Carl Quintanilla and Jim Cramer discussed stocks trying to shake off Monday's trade-related sell-off, after President Trump delayed higher tariffs on various trading partners until August 1. The anchors also reacted a pair of bullish calls on the S&P 500: Bank of America raised its year-end target on the index to 6300, Goldman Sachs lifted its target to 6600 for the same time period. Also in focus: Meta hires a top Apple AI executive, Tesla after the Musk "America Party" sell-off, what Amazon CEO Andy Jassy told Jim ahead of Tuesday's Prime Day kickoff, HSBC's call to "reduce" JPMorgan Chase and Goldman Sachs, Wendy's CEO heads to Hershey.

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SOTS 2nd Hour: More Turbulence for Telsa, New Tariff Deadline, Core AI Deal 7/7/25

podcasts@cnbc.com (CNBC) — Mon, 7 Jul 2025 16:03:56 +0000

Carl Quintanilla, Leslie Picker, and Mike Santoli began the hour by breaking down shares of Tesla moving in reverse after Elon Musk said he is launching a political party. CNBC’s Phil LeBeau also joined the show to break down the motives behind Musk’s new “America Party” and why the news sent Tesla shares lower. The desk then shifted to the latest news out of D.C., after President Trump moved the tariff deadline to August 1 from July 9, with Treasury Secretary Bessent also teasing that the administration could make “several” trade-related announcements in the next 48 hours. Also in focus: a huge deal in the AI space. CoreWeave announced it will acquire Core Scientific in a $9 billion all-stock deal to strengthen its position in the AI arms race.

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Stocks' Record Run, Navarro Slams Fed's Powell, Tesla Slides As Musk Forms a New Political Party 7/7/25

podcasts@cnbc.com (CNBC) — Mon, 7 Jul 2025 14:44:35 +0000

Carl Quintanilla and Jim Cramer discussed what's ahead for stock markets entering a new week at record highs. The anchors also reacted to what Treasury Secretary Scott Bessent told CNBC about President Trump's tariff deadline and to expect "several announcements in the next 48 hours." White House senior trade and manufacturing adviser Peter Navarro joined the program to discuss his op-ed titled "Jerome Powell Is Competing to Become the Worst Fed Chair in History." Also in focus: Tesla shares slide after Elon Musk announces formation of the new "America Party" -- and Trump says Musk has gone "off the rails," high-flying CoreWeave buys Core Scientific, Oracle offers the federal government a discount.

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CNBC Special Report: America's Deficit Reckoning 7/7/25

podcasts@cnbc.com (CNBC) — Mon, 7 Jul 2025 14:15:00 +0000

AMERICA’S DEFICIT RECKONING: What happens if the U.S. doesn’t rein in the budget deficit? CNBC Senior Finance & Banking Reporter Leslie Picker interviewed a dozen experts, investors and former government officials over the course of five months to explore the consequences of America’s fiscal path – not how to solve it, but what’s at stake if we don’t. This special report unpacks how rising debt threatens markets, hinders economic growth, and fractures international relations. From trillion-dollar annual interest payments to bond-market tremors to geopolitical vulnerability, CNBC explores the tipping point that the U.S. may be approaching – and whether it’s still possible to change course. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

SOTS 2nd Hour: Jobs Report Takeaways w/Goldman’s Chief Economist, Plus: Tax Bill Winners & Losers 7/3/25

podcasts@cnbc.com (CNBC) — Thu, 3 Jul 2025 15:21:21 +0000

Private jobs jumping more than expected in June: Sara Eisen, David Faber, and Wilfred Frost broke down the latest as the S&P and Nasdaq hit fresh record highs. Hear key takeaways from JPMorgan Asset Management’s Chief Global Strategist, plus Goldman Sachs Chief Economist Jan Hatzius – fresh off news earlier in the week that he’s moving up his expectations for the Fed’s first rate cut to September.

Also in focus: a number of huge headlines out of D.C. – the team got the latest from D.C. as investors await final passage of President Trump’s “Big Beautiful Bill”, breaking down the key winners and losers when it comes to future tax breaks… And discussed the outlook for chip stocks, on the heels of the U.S. lifting some export curbs on China around design software earlier this morning.

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Jobs Report Sends Stocks to Record Highs, Trump "One Big Beautiful Bill" Vote, Chip Designers and China 7/3/25

podcasts@cnbc.com (CNBC) — Thu, 3 Jul 2025 14:51:30 +0000

David Faber and Jim Cramer wrapped up a holiday-shortened trading week with reaction to the stronger-than-expected June jobs report

that propelled the S&P 500 and Nasdaq to new all-time highs. President Trump's "One Big Beautiful Bill" set up for a final passage vote in the

House of Representatives. The anchors discussed what the legislation could mean for investors. Also in focus: Three stocks at the center of the

U.S. decision to lift export restrictions on chip design software to China, OpenAI reportedly agrees to a $30 billion data center deal with Oracle.

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SOTS 2nd Hour: ADP Jobs Breakdown, What it Means for Rates, & Vietnam Trade Deal Latest 7/2/25

podcasts@cnbc.com (CNBC) — Wed, 2 Jul 2025 15:20:26 +0000

Another day of jobs data and trade deals: Sara Eisen, David Faber, and Wilfred Frost broke down the latest as the President announces a new deal with Vietnam. Key details, this hour. Plus: Oppenheimer’s Chief Investment Strategist gave his take on the action – before the team caught up with Valueworks Founder Charles Lemonides, who discussed his investments in Rivian, Joby, Amazon, and Micron.

Also in focus: a number of huge movers, from Centene shares on pace for their worst day *ever* to new numbers out of Constellation Brands… What investors should know about both names. Plus, the big banks playbook as the group sees gains across the board on the promise of dividend hikes and buyback boosts ahead.

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Mega-Tech Spotlight: Microsoft Layoffs and Tesla Deliveries 7/2/25

podcasts@cnbc.com (CNBC) — Wed, 2 Jul 2025 14:27:11 +0000

David Faber and Jim Cramer drilled down on two big stories from the world of mega-tech: Microsoft announced it is laying off about 9,000 employees worldwide

in its latest round of job cuts, while Tesla saw its shares rise on the company's Q2 deliveries report. Also in focus: Big banks boost dividends and announce stock buybacks,

a negative surprise in the ADP jobs report, Centene shares plummet and drag health insurers lower after the company pulls its guidance, Jefferies upgrades Apple to "Hold,"

Paramount’s $16 million settlement with President Trump, OpenAI CEO Sam Altman vs. Meta's poaching, the group of tech stocks Cramer now calls "MNMs."

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Cramer's Morning Take: Amazon 7/1/25

podcasts@cnbc.com (CNBC) — Tue, 1 Jul 2025 18:13:02 +0000

Cramer explains why this tech giant still has room to grow market share. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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SOTS 2nd Hour: Trump Vs. Musk, Job Openings Hold Up, Banks Break Out 7/1/25

podcasts@cnbc.com (CNBC) — Tue, 1 Jul 2025 15:31:56 +0000

Fresh jobs data top of the hour: Sara Eisen, David Faber, and Wilfred Frost broke down the latest on the heels of new commentary around rates from Fed Chair Powell, before J.P. Morgan Asset Management’s Global Strategist joined the team at Post 9 with her bull and bear case for stocks. Plus: the latest from Washington as lawmakers continue to work on passing President Trump’s tax and spending bill – and the feud between the President and Elon Musk reignites over government spending and EV credits. One auto expert arguing: Tesla’s biggest risk isn’t Musk – but China (hear why this hour).

Also in focus: a number of individual movers on the day, including Astrazeneca on reports of a possible re-listing here in the U.S. – the team discussed the news, and talked top healthcare picks with an analyst from Mizuho; More on the catalyst that could push Financials to fresh all-time highs after the bell; And a deep-dive on the data that’s driving big gains for shares of casinos with Macao exposure.

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Amazon CEO's AI Message, Tesla Slides on Musk-Trump Feud, Fed's Powell Talks Tariffs 7/1/25

podcasts@cnbc.com (CNBC) — Tue, 1 Jul 2025 14:37:49 +0000

David Faber and Jim Cramer discussed several developments involving AI: Apple is reportedly considering using that technology from Anthropic or OpenAI to power Siri.

Elon Musk's xAI raises $10 billion in its efforts to compete with the likes of OpenAI. The anchors reacted to what Amazon CEO Andy Jassy told Jim Monday night on "Mad Money"

about AI being "transformative." Tesla shares down sharply on the resumption of the feud between Musk and President Trump surrounding "One Big Beautiful Bill."

Also in focus: Fed Chair Powell remarks on tariffs and rate cuts at an ECB forum in Portugal, the big rise and steep fall of AMC Entertainment shares, second half playbook for the markets.

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Cramer's Morning Take: Amazon 6/30/25

podcasts@cnbc.com (CNBC) — Mon, 30 Jun 2025 16:35:43 +0000

Cramer explains which stock is poised to benefit from Amazon’s data center spending. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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SOTS 2nd Hour: Trump Reconciliation Bill Latest, NEC Director Hassett, & IMAX CEO Talks F1: The Movie 6/30/25

podcasts@cnbc.com (CNBC) — Mon, 30 Jun 2025 15:24:54 +0000

Another morning of record highs on the S&P and Nasdaq – Sara Eisen, David Faber, and Wilfred Frost broke down the latest for stocks ahead of a big week for data and fresh news on the tariffs front. Trivariate’s Adam Parker joined the team with his top picks – and why he’d bet on financials and health care here. Plus: Apollo’s Chief Economist Torsten Slok discussed his outlook into the 2nd half as he argues stagflation remains a worry here.

Also in focus: the Senate in the middle of a marathon session to pass the President’s tax and spending megabill – NEC Director Kevin Hasset joined the team for a wide ranging interview spanning his key takeaways, the impact for energy, and recent comments around Fed Chair Powell’s replacement... And the team discussed clean energy’s biggest winners and losers as they move big on a potential new tax tied to China within the bill – and sooner-than-expected roll-back of credits for the industry.

Plus: what the street’s saying about Circle’s massive post-debut rise… And the CEO of IMAX – breaking down Apple’s biggest box office debut *ever*: F1 the movie, along with how demand is holding up for the summer box office.

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Stocks Advance Their Record Run, Oracle Surges, Trump and a Potential TikTok Sale 6/30/25

podcasts@cnbc.com (CNBC) — Mon, 30 Jun 2025 14:44:04 +0000

On the final trading day of June, the 2nd quarter and first half, David Faber and Jim Cramer discussed fresh record highs for the S&P 500 and Nasdaq -- helped by trade optimism.

After a threat from President Trump, Canada decided to shelve its digital services tax in an effort to advance trade talks with the U.S. Hear Cramer's take on everything from tech's bull run

to how investors should approach the weakness in Apple shares. Oracle shares surged after the company disclosed "multiple large cloud services agreements" in a regulatory filing.

Also in focus: President Trump says he has a group of "very wealthy people" ready to buy TikTok, Meta reportedly hiring more OpenAI researchers, New York City mayoral candidate

Zohran Mamdani says he doesn’t' think "we should have billionaires", Wall Street firms initiate coverage of Circle after its red-hot post-IPO stock performance.

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Cramer's Morning Take: Capital One 6/27/25

podcasts@cnbc.com (CNBC) — Fri, 27 Jun 2025 15:47:30 +0000

Jim says this credit card giant is a buy. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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SOTS 2nd Hour: PCE Breakdown, S&P/Nasdaq Record Highs, & Top Tech Picks w/Dan Niles 6/27/25

podcasts@cnbc.com (CNBC) — Fri, 27 Jun 2025 15:21:15 +0000

PCE rising in May as expected as the S&P and NASDAQ hit fresh record highs: Sara Eisen and David Faber broke down what the data means for equities, the consumer, and the broader economy with the Head of Citi’s U.S. Equity Strategy Drew Pettit. Plus: if you missed out on the rally… Is it too late to get in? Tech investor Dan Niles joined the team with the names he’d buy right now – and a warning that things could get rocky by Thanksgiving.

Also in focus: Nike shares on pace for their best day in decades as they say recent sales declines are moderating… The key takeaways from results – and what execs are saying about China; Will Crypto play a role in the future of homeownership? The Trump Admin making a move in that direction, with details this hour; And a deep-dive with Tesla Board Member and Redwood Materials CEO JB Straubel – as Redwood makes a new big push at the intersection of EV’s and AI.

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History on Wall Street: Record Highs for the S&P 500 and Nasdaq 6/27/25

podcasts@cnbc.com (CNBC) — Fri, 27 Jun 2025 15:18:07 +0000

David Faber and Jim Cramer covered all of the bases on a historic day for the stock market: The S&P 500 and Nasdaq each set

new all-time highs. Hear what Cramer had to say about skyrocketing stocks and how younger investors are approaching this market.

The anchors reacted to Nike shares soaring on quarterly results and guidance, as CEO Elliott hill implements the company's

turnaround plan. The Fed's preferred inflation gauge also in the spotlight -- Core PCE for May came in a bit hotter than expected.

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Cramer's Morning Take: Micron 6/26/25

podcasts@cnbc.com (CNBC) — Thu, 26 Jun 2025 15:55:11 +0000

Jim and Jeff discuss this chipmaker after results topped expectations. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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SOTS 2nd Hour: 6/26/25

podcasts@cnbc.com (CNBC) — Thu, 26 Jun 2025 15:47:44 +0000

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The AI Boom: Nvidia's Record Run, Micron CEO Exclusive 6/26/25

podcasts@cnbc.com (CNBC) — Thu, 26 Jun 2025 14:29:09 +0000

David Faber and Jim Cramer discussed he AI boom helping to boost the tech rally. Nvidia hitting a new all-time and surpassing Microsoft to become the world's most valuable company. Micron CEO Sanjay Mehrotra joined the program exclusively to discuss the role AI played in the chipmaker's better-than-expected earnings and upbeat guidance. Also in focus: Microsoft and Meta go after OpenAl for different reasons, Tesla vs. Waymo on robotaxis, McCormick's spicy earnings, Q1 GDP shrinks more than expected, RFK Jr.'s vaccine panel backs Merck’s RSV shot for infants, Cramer's message on skyrocketing stocks and the "FOMO" trade.

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SOTS 2nd Hour: Trump at NATO, Day 2 of Powell Testimony

podcasts@cnbc.com (CNBC) — Wed, 25 Jun 2025 15:40:24 +0000

Top of the hour: fresh comments from President Trump at 2025’s NATO summit – spanning Israel-Iran, Ukraine, and even Fed Chair Powell. David Faber and Sara Eisen broke down key takeaways and why he thinks Powell is a “very stupid person”, as the Fed Chair takes the hot seat for a 2nd day of questions with for his Semiannual Monetary report… Today before the Senate Banking Committee.

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Pres. Trump at NATO Summit, Nasdaq 100's Record Run, FedEx Slides 6/25/25

podcasts@cnbc.com (CNBC) — Wed, 25 Jun 2025 14:44:49 +0000

David Faber and Jim Cramer led off the show with President Trump attending the NATO Summit in The Hague, Netherlands. NATO allies have agreed to more than

double their defense spending target to 5% of GDP by 2035. The anchors also delved into Nvidia and the AI trade as the Nasdaq 100 entered Wednesday's

trading session at a record closing high. FedEx shares down sharply after current quarter guidance overshadowed a Q4 beat. Also in focus: Day 2 of Fed Chair Powell's

Capitol Hill testimony, Netflix's record rally, CoreWeave and Circle parabolic surge, Andrew Cuomo concedes to Zohran Mamdani in the New York City Democratic mayoral primary.

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Cramer's Morning Take: GE Vernova 6/24/25

podcasts@cnbc.com (CNBC) — Tue, 24 Jun 2025 18:27:01 +0000

Cramer says there’s still substantial upside to this energy stock. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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SOTS 2nd Hour: Steven Mnuchin & Day 1 of Powell’s Semiannual Monetary Report 6/24/25

podcasts@cnbc.com (CNBC) — Tue, 24 Jun 2025 15:25:05 +0000

Stocks in the green as Fed Chair Powell kicks off day 1 of his Semiannual Monetary Policy Report before the House Financial Services Committee: Carl Quintanilla, Sara Eisen, and David Faber broke down fresh consumer confidence data – and talked broader expectations with former Treasury Secretary Steven Mnuchin – ahead of Q&A before listening in.

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Ceasefire Rally, Powell Testimony Day 1, Exclusive: Visa CEO on Stablecoins and the Consumer 6/24/25

podcasts@cnbc.com (CNBC) — Tue, 24 Jun 2025 14:46:35 +0000

Carl Quintanilla, Jim Cramer and David Faber discussed stocks getting a boost and oil prices sliding in reaction to President Trump declaring the Israel-Iran ceasefire "in effect"

-- shortly after he accused both countries of violating the truce. The anchors also explored what to expect from part one of Fed Chair Jerome Powell's Capitol Hill testimony

on the economy, starting Tuesday before the House Financial Services Committee -- as President Trump continues to pressure Powell to cut rates. Visa CEO Ryan McInerney

joined the program exclusively to discuss the company's stablecoin strategy and the state of the consumer. Also in focus: Carnival surges on earnings, KB Home cuts guidance.

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Cramer's Morning Take: TJX Companies 6/23/25

podcasts@cnbc.com (CNBC) — Mon, 23 Jun 2025 17:50:20 +0000

Cramer sees a buying opportunity for this retailer’s stock. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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SOTS 2nd Hour: Israel-Iran Latest, Drill Baby Drill, and Fundstrat’s Tom Lee 6/23/25

podcasts@cnbc.com (CNBC) — Mon, 23 Jun 2025 15:24:59 +0000

Stocks shrugging off growing conflict abroad after a weekend strike by U.S. troops of Iran’s nuclear facilities: Carl Quintanilla, Sara Eisen, and David Faber got the latest from the ground in the Middle East – and talked possible next steps here with former Israeli Ambassador to the U.S. Michael Oren… Plus: how an unprecedented closure of the Strait of Hormuz could be a major wild card for energy markets, alongside with fresh data on the housing front – and market-moving headlines out of Fed Governor Bowman top of the hour.

On the macro front: longtime bull Tom Lee broke down where he sees opportunity here – while Allianz Chief Economic Advisor joined the team with his take on what the America’s weekend strike means for the market, the Fed, and the global economy.

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Markets and the U.S. Strike on Iran, Tesla Robotaxi Launch, CEO on NYSE Debut and Data Centers 6/23/25

podcasts@cnbc.com (CNBC) — Mon, 23 Jun 2025 14:37:48 +0000

Carl Quintanilla, Jim Cramer and David Faber explored equities and oil market reaction to the U.S. military strikes on Iran's nuclear facilities over the weekend. The anchors also discussed what to make of Tesla's robotaxi launch, which took place Sunday in Austin, Texas. The CEO of Amrize -- the North American spin-off of Swiss cement giant Holcim -- joined the anchors at Post 9 to discuss his company's public debut on the New York Stock Exchange as well as where data centers fit into Amrize's future. Also in focus: Tech’s hot June, M&A buzz surrounding Bank of New York Mellon and Northern Trust, remembering FedEx founder Fred Smith, who died over the weekend at the age of 80.

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SOTS 2nd Hour: The Fed’s Road Ahead, Accenture CEO on Earnings, & Fmr. Trump Defense Secretary Esper 6/20/25

podcasts@cnbc.com (CNBC) — Fri, 20 Jun 2025 15:20:40 +0000

The Fed holding rates steady – but leaving the door open to cuts in the 2nd half, as President Trump says he’ll decide in the next 2 weeks whether the U.S. will get involved in the conflict between Israel and Iran: Carl Quintanilla, Sara Eisen, and Michael Santoli discussed the latest for stocks – along with some fresh reads on the consumer out of earnings names like Carmax, Darden, and Kroger.

CFRA’s Chief Investment Strategist joined the team with his bull case: arguing the S&P will end the year above 6,200 – while former Trump Defense Secretary Mark Esper gave his take on whether the president will opt for direct U.S. involvement abroad. Plus: Accenture CEO Julie Sweet broke down new results from her company sending shares lower… And the team discussed the new $10B deal for the Lakers, which would be the highest price tag EVER for a U.S. professional sports team.

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Fed's Waller Talks July Rate Cut, Trump's "Two Weeks" Message, Tesla Robotaxi Countdown 6/20/25

podcasts@cnbc.com (CNBC) — Fri, 20 Jun 2025 14:51:24 +0000

Carl Quintanilla, Sara Eisen and Michael Santoli discussed stocks getting a lift -- after Fed Governor Christopher Waller told CNBC he believes the Fed could be in a position to cut rates as soon as July. The Middle East conflict also on Wall Street's radar: President Trump said he will decide within two weeks whether the U.S. military will join Israel in its attacks against Iran. The anchors interviewed a critic of Tesla's robotaxi launch expected to take place Sunday in Austin, Texas. CNBC investigates whether big tech should get multi-million dollar tax breaks for their data centers -- and how those deals are impacting state economies. Also in focus: Kroger jumps, Microsoft layoffs, a $1 trillion AI pitch from SoftBank CEO Masayoshi Son.

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SOTS 2nd Hour: Fed Decision Day, “Too Late” Powell, & Israel-Iran Latest 6/18/25

podcasts@cnbc.com (CNBC) — Wed, 18 Jun 2025 15:53:26 +0000

It’s officially Fed Decision Day: Carl Quintanilla, Sara Eisen, and David Faber discussed the latest on the markets front as investors await a decision – and press conference later on – from Fed Chair Powell. President Trump talking to reporters about the man at the top of the hour: arguing the Fed needs to cut rates here and calling him “Too Late” Powell… Evercore Vice Chair Krishna Guha – along with Former Fed Vice Chair Alan Blinder – joined the team with their predictions on the Fed’s next move here.

Also in focus: escalating tensions in the Middle East still top of mind for investors – Why the President Emeritus of the Council on Foreign Relations says a regime change in Iran is a wish, not a strategy… Plus: the latest out of Washington when it comes to a new crypto bill just passed by the Senate.

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Fed Decision Day, Israel-Iran Conflict, OpenAI CEO: Meta Tried to Poach Staff With $100M Bonuses 6/18/25

podcasts@cnbc.com (CNBC) — Wed, 18 Jun 2025 14:37:07 +0000

Carl Quintanilla, David Faber and Sara Eisen discussed how markets are bracing for Wednesday's Fed interest rate decision and policy statement,

while digesting news surrounding the Israel-Iran Conflict. The anchors reacted to what OpenAI CEO Sam Altman said on a podcast about Meta:

He accused Facebook's parent of trying to poach his company's employees by offering them $100 million signing bonuses. Also in focus: Amazon CEO

Andy Jassy says AI will reduce the company's workforce, Hasbro job cuts, Nippon Steel-U.S. Steel merger closes, the Senate passes stablecoin legislation.

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SOTS 2nd Hour: Retail Sales Fall, Fed Day 1, and Live: OKLO CEO 6/17/25

podcasts@cnbc.com (CNBC) — Tue, 17 Jun 2025 15:24:19 +0000

Stocks under pressure as investors watch developments out of Israel and Iran – along with a disappointing retail sales number, plus homebuilder sentiment coming in at its lowest level in years: Carl Quintanilla, Sara Eisen, and David Faber broke down the morning’s headlines and data – and discussed the market implications alongside any Fed impact. Fidelity’s Jurrien Timmer saying he sees opportunity here, arguing for a broader rally in the 2nd half of the year… And a similar story when it comes to CNBC’s latest Fed Survey, with key details this hour.

Also in focus: the future of energy – and importance of energy independence. The CEO of nuclear energy company OKLO joined the team with shares inches from fresh highs – as solar stocks plummet on reports there could be a full phase-out of green energy credits by 2028… Plus: a deep-dive on the Uranium plays you should be watching here.

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Trump Departs G7 Summit Early, Retail Sales Miss, Solar Stocks Plummet 6/17/25

podcasts@cnbc.com (CNBC) — Tue, 17 Jun 2025 14:40:35 +0000

Carl Quintanilla, David Faber and Sara Eisen engaged in wide-ranging discussions about a number of market-moving stories: President Trump returned to Washington

early Tuesday morning after cutting short his attendance at the G7 summit in Canada, retail sales for May came in weaker than expected, solar stocks plunged in reaction

to the Senate version of Trump's tax and spending cuts bill. Also in focus: Day one of the Fed's policy meeting, the reported feud between OpenAI and Microsoft,

Amazon's AWS looks to take on Nvidia with a new chip, Tim Cook, Brad Pitt and Formula 1 superstar Lewis Hamilton at the world premiere of Apple's film "F1 the Movie."

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SOTS 2nd Hour: Israel-Iran Conflict Latest, G-7 Meeting Begins, & FOMC Predictions 6/16/25

podcasts@cnbc.com (CNBC) — Mon, 16 Jun 2025 15:25:17 +0000

Reports this morning that Iran has signaled it wants to de-escalate hostilities with Israel – and restart talks with the US: Carl Quintanilla, Sara Eisen, and David Faber broke down the latest along with key market implications ahead of another rate decision from the Fed on Wednesday – and as energy prices remain surprisingly steady. Plus: A live read from the ground in Alberta, as the G-7 summit begins in Canada.

Rockefeller International’s Ruchir Sharma brought his outlook for equities – fresh off an Op-Ed in the Financial Times arguing to not underestimate the Chinese as trade talks continue… Plus: hear from Former Deputy Secretary of State – and lead negotiator for the nuclear agreement with Iran under the Obama Administration – Wendy Sherman’s take on what comes next here.

Also in focus: Meta rolls out ads on Whatsapp, boosting shares; Sarepta stock plummets after a 2nd death tied to an experimental gene therapy; an exclusive with the CEO of aerospace maintenance company StandardAero, live from the Paris Air Show; and the rumors around AWS that are boosting AMD shares to fresh highs.

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Markets and Mideast Tensions, "Golden Share," Analyst on Tesla "Sell" Call 6/16/25

podcasts@cnbc.com (CNBC) — Mon, 16 Jun 2025 14:38:07 +0000

Carl Quintanilla, David Faber and Sara Eisen kicked off a new week of trading with stocks rebounding sharply and oil prices giving back some of Friday's huge gains -- despite the ongoing Israel-Iran conflict. President Trump approved U.S. Steel's deal with Nippon Steel, with terms requiring a "golden share" for the U.S. government. Guggenheim's Tesla analyst joined the program nearly a week after his "sell" rating on the stock. Also in focus: Trump at the G7 in Canada, Meta's WhatsApp to roll out ads directly on its platform, Sarepta plummets, Roku surges on its partnership with Amazon, Circle up 400% since its early June IPO.

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SOTS 2nd Hour: Israel-Iran Conflict: Impact for Stocks, Bonds, Energy, and the Fed 6/13/25

podcasts@cnbc.com (CNBC) — Fri, 13 Jun 2025 15:58:14 +0000

Israel launching what it called pre-emptive air strikes against nuclear and military targets across Iran overnight – and Iran launching a wave of drones in retaliation: Carl Quintanilla, David Faber, and Sara Eisen broke down the latest out of Washington as world leaders respond along with global markets.

To start: Allianz Chief Economic Advisor Mohamed El-Erian with his take on what it means for safe havens like gold… And whether there’s pain ahead for the S&P. Plus: energy expert Paul Sankey discussed the impact for crude prices… Before former Trump NSA Advisor H.R. McMaster joined Post 9 with more on what comes next in geopolitics – after saying in January there was a “100%” chance that Israel would target Iran’s nuclear infrastructure. Plus: Former Dallas Fed President Richard Fisher ended the hour talking the impact of all these developments on the Fed – as he warns today’s Consumer Confidence spike could be a one-off.

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Israel Attacks Iran: Global Stocks Slide, Oil Prices Spike, Defense Sector Surges 6/13/25

podcasts@cnbc.com (CNBC) — Fri, 13 Jun 2025 14:41:41 +0000

Carl Quintanilla, David Faber and Sara Eisen covered all of the bases on market reaction to Israel's air strikes on Iran's nuclear facilities. Global equities in sell-off mode, while crude oil prices and defense stocks surged. Also in the mix: President Trump's reaction to the attacks. Former White House Middle East policy director Ambassador Marc Ginsberg appeared on the program with his geopolitical perspective. Citi U.S. Equity Strategist Scott Chronert joined the anchors at Post 9 discuss to what's ahead for the markets in light of Middle East tensions. Also in focus: Adobe slides, RH soars, Chime joins the Post-IPO rally club, A live report from India on the Boeing 787 Dreamliner crash.

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SOTS 2nd Hour: Treasury Sec. On The Hill: Day 2, Boeing Crash Latest, Chime IPO 6/12/25

podcasts@cnbc.com (CNBC) — Thu, 12 Jun 2025 15:30:10 +0000

Treasury Secy. Bessent testifying on Capitol Hill for a 2nd day, this time before the Senate Finance Committee: Carl Quintanilla, Sara Eisen, and David Faber got the biggest headlines this hour and discussed what it all means for stocks alongside this morning’s fresh inflation and jobless claims data. Evercore Chairman Roger Altman joined the team with his read from the ground – and why he thinks we’re at “the beginning of a slowdown”… Also not mincing words when it comes to the President’s Big Beautiful Bill and its impact. Plus: the latest on an Air India Boeing 787 flight that crashed after take-off overnight, with over 200 casualties.

Other top stories: IPO markets beginning to heat back up as Chime becomes the latest name to go public; David caught up with their CEO ahead of the first trade and broke the latest indications this hour… The road ahead for autos with one former Tesla President, current GM board member – as the latter name makes a new multi-billion dollar bet on American manufacturing… And a breakdown of the results sending Oracle shares to new all-time highs.

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Air India Plane – a Boeing 787 -- Crashes, Nvidia CEO on Chip Restrictions, Chime CEO “First on CNBC” 6/12/25

podcasts@cnbc.com (CNBC) — Thu, 12 Jun 2025 14:36:18 +0000

Carl Quintanilla, David Faber and Sara Eisen led off the show with tragic news: An Air India plane bound for London crashed shortly after takeoff from an airport in Western India. The aircraft was a Boeing 787 Dreamliner. News of the crash sent shares of the Dow component and jet engine maker GE Aerospace down sharply. As for inflation, the May Producer Price Index came in cooler than expected. IPO Watch: David interviewed the CEO of fintech firm Chime ahead of its public debut on Thursday. The startup hoping to join the ranks of companies who have seen their stocks soar since going public this year. Also in focus: The dollar hits new lows for 2025, President Trump's new trade message, Oracle surges, what Nvidia CEO Jensen Huang told CNBC about the U.S. imposing AI chip restrictions on China.

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SOTS 2nd Hour: Treasury Sec. On The Hill, CPI Breakdown, & Musk’s Mea Culpa 6/11/25

podcasts@cnbc.com (CNBC) — Wed, 11 Jun 2025 15:17:23 +0000

A big morning for trade as Treasury Secretary Bessent testifies on Capitol Hill following U.S.-China trade talks in London: Carl Quintanilla, Sara Eisen, and David Faber got the biggest headlines this hour and discussed what it all means for stocks alongside this morning’s better-than-expected consumer inflation print. Goldman Sachs’ Chief U.S. Economist joined the team with his take on the Fed’s next steps here – as rate cut odds rise, and yields fall… Plus: an AI boom or bust? A quick check on the AI trade, and who’s winning the growing arms race – with Meta’s new $14B stake in Scale AI a key focus (along with a new lawsuit out of Disney and NBCUniversal accusing AI image generator ‘Midjourney’ of copyright infringement).

Other top stories: Voyager Technologies going public at the New York Stock Exchange – hear from the CEO of what some are calling “the Berkshire Hathaway of Space” ahead of the first trade; Elon Musk walking back his feud with President Trump – what it means for shares; and a first look at CNBC’s 2025 Top States For Business.

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Trump: China Deal "Is Done," Inflation Watch, Musk's Mea Culpa 6/11/25

podcasts@cnbc.com (CNBC) — Wed, 11 Jun 2025 14:37:59 +0000

Carl Quintanilla, Jim Cramer and David Faber discussed the U.S.-China trade talks and what to make of President Trump posting on social media that "OUR DEAL WITH

CHINA IS DONE, SUBJECT TO FINAL APPROVAL WITH PRESIDENT XI AND ME." The anchors also reacted to May CPI inflation data that sent stocks higher and

bond yields sharply lower. Also in focus: Elon Musk regrets "some of my posts about President Trump last week," Tesla's robotaxi push, Open AI CEO Sam Altman's blog post

about AI's future, sources say Meta to invest $14.3 billion in startup Scale AI, General Motors to invest $4 billion in U.S. production, Nvidia shares moving closer to record highs.

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Cramer’s Morning Take: Apple 6/10/25

podcasts@cnbc.com (CNBC) — Tue, 10 Jun 2025 16:20:51 +0000

Cramer details the potential downside for this tech giant. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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SOTS 2nd Hour: Goldman Chief U.S. Equity Strategist, Apple WWDC Takeaways, and McDonalds: Not Lovin it? 6/10/25

podcasts@cnbc.com (CNBC) — Tue, 10 Jun 2025 15:29:06 +0000

Sara Eisen, Carl Quintanilla, and David Faber discussed the latest on the markets front as trade talk optimism grows – alongside optimism out of small businesses. What the morning’s earnings are saying about the consumer, along with a break-out of new NFIB data… Plus: Goldman’s Chief U.S. Equity Strategist joined the team with his advice on how to navigate the volatility – and why he expects data to “soften” over the coming months.

Also in focus: a number of individual stock stories this AM… Hear Disney CEO Bob Iger’s thoughts on how they plan to win the streaming wars, following finalized terms to buy out Comcast’s stake in Hulu; The fallout for pharma after RFK Jr. ousted every member of the CDC’s vaccine advisory committee; What to do with Apple shares following a lackluster WWDC presentation; And a deep-dive on a rare double-downgrade to sell of McDonalds.

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Day 2 of U.S.-China Trade Talks, Disney CEO Iger Exclusive, Apple WWDC Reaction 6/10/25

podcasts@cnbc.com (CNBC) — Tue, 10 Jun 2025 14:24:02 +0000

Carl Quintanilla, Jim Cramer and David Faber discussed the markets paying close attention to developments in London, where the U.S. and China

began a second day of trade talks. Disney CEO Bob Iger joined the program exclusively to discuss the company agreeing to pay Comcast an additional

$439 million dollars for its stake in Hulu, giving Disney complete control of the streaming service. Also in focus: Apple WWDC underwhelms Wall Street,

Meta CEO Mark Zuckerberg reportedly hiring to set up a new AI team, Cramer explores stocks taking on "meme" characteristics, McDonald's downgraded again.

Disclosure: Comcast is the parent of NBCUniversal, of which CNBC is a unit.

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Cramer's Morning Take: GE Vernova 6/9/25

podcasts@cnbc.com (CNBC) — Mon, 9 Jun 2025 16:11:44 +0000

Cramer says only serious investors should buy into this energy stock. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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SOTS 2nd Hour: China-U.S. Trade Talks Latest: Market Implications, Plus Apple WWDC Breakdown 6/9/25

podcasts@cnbc.com (CNBC) — Mon, 9 Jun 2025 15:21:11 +0000

U.S. and Chinese trade officials holding talks in London this morning: Sara Eisen, Carl Quintanilla, and David Faber got the latest from Washington and talked broader implications with longtime market vet Ed Yardeni, who remains bullish on equities here. Plus: Is the IPO market finally thawing? Hear from one expert about the key entrants to watch here, what’s next in the pipeline, and whether the gains can continue overall.

Also in focus: Apple shares on one of their worst YTD runs into their annual WWDC conference. Find out why – and what to watch out for – with one analyst who says their AI strategy is NOT the biggest risk to shares here… Also: key details behind a report that Meta could invest more than $10B into startup Scale AI.

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Markets and U.S.-China Talks, WBD's Split Decision, Apple WWDC Watch 6/9/25

podcasts@cnbc.com (CNBC) — Mon, 9 Jun 2025 14:12:46 +0000

With the S&P 500 coming off a close above 6,000 for the first time since February, Carl Quintanilla, Jim Cramer and David Faber explored what to expect from a new market week -- as U.S.-China trade talks get underway in London. David broke down Warner Bros. Discovery's decision to split into two companies. AI also in the spotlight: From the countdown to Apple's WWDC event on Monday, to Nvidia CEO Jensen Huang's "goldilocks" message on AI. Also in focus: Immigration raid protests in Los Angeles, post-IPO high flyers, two downgrades for Tesla, Meta said to be mulling a multibillion-dollar investment in an AI startup.

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Cramer's Morning Take: CrowdStrike 6/6/25

podcasts@cnbc.com (CNBC) — Fri, 6 Jun 2025 18:31:52 +0000

Cramer says don’t get out of this cybersecurity stock facing a downgrade. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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SOTS 2nd Hour: May Jobs Report: w/JPMorgan’s Chief Strategist, Goldman’s Chief Economist; Plus: Trump vs. Musk Latest 6/6/25

podcasts@cnbc.com (CNBC) — Fri, 6 Jun 2025 15:22:17 +0000

The economy adding more jobs than expected in May: Sara Eisen, David Faber, and Carl Quintanilla broke down the numbers and what it means for stocks, the Fed, and rates. White House Council of Economic Advisers Chair Stephen Miran kicking off the hour – arguing the economy remains strong here. Plus: Chief Global Strategist for JPMorgan Asset Management David Kelly joined the team with his volatility playbook, which does NOT include the Mag-7 – but a different key sector… In addition: hear Goldman’s Chief Economist with his take on the jobs report.

Also in focus: the gloves come off. President Trump and Elon Musk trading blows publicly as their alliance implodes – and Tesla shares slump. Former Trump Admin insider Marc Short – and Tusk Ventures Bradley Tusk – gave their thoughts on the action and what it could mean for the tech ecosystem at large.

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Trump-Musk Feud Effect, S&P 6,000, Jobs Report Beats Expectations 6/6/25

podcasts@cnbc.com (CNBC) — Fri, 6 Jun 2025 14:33:02 +0000

Carl Quintanilla, Jim Cramer and David Faber explored the escalating feud between President Trump and Elon Musk: Developments sent shares of Tesla down 14-percent on Thursday. The anchors also discussed the S&P 500 surpassing the 6,000 mark for the first time since February, fueled by a stronger-than-expected May jobs report. Also in focus: Microsoft's record run, day two for stablecoin issuer Circle after it soared 168-percent in its public debut, Broadcom earnings reaction, Lululemon tumbles, Trump blasts Fed Chair Powell again for not cutting interest rates.

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Cramer's Morning Take: Broadcom 6/5/25

podcasts@cnbc.com (CNBC) — Thu, 5 Jun 2025 16:05:22 +0000

Cramer breaks down his concerns with this chipmaker’s stock. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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SOTS 2nd Hour: Palantir CEO, Plus: Trump-Xi Trade Call, Broadcom Expectations 6/5/25

podcasts@cnbc.com (CNBC) — Thu, 5 Jun 2025 15:46:15 +0000

New this morning: President Trump and Chinese President Xi officially holding their first trade call – boosting stocks across the board. Chinese officials saying the two sides should strive for a “win-win” outcome… Carl Quintanilla, Sara Eisen, and David Faber broke down the latest out of Washington and what it all could mean for equities.

Plus: an interview you don’t want to miss – a wide-ranging and 20+ minute deep-dive with Palantir CEO Alex Karp, alongside the Co-CEO of key customer TeleTracking Technologies. Hear Karp’s thoughts on the future of the business, AI demand, and even a recent NYT article that’s led to criticism from some.

Also in focus: Fundstrat’s Tom Lee joined the team to start the broadcast – as he continues to forecast more gains ahead… Calling the market’s push off the lows “the most hated rally” in history. Plus: what’s at stake for the chips when Broadcom reports earnings tonight with one tech analyst who calls the stock a buy.

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Trump-Xi Phone Call, Layoffs Surge, Amazon and Robots 6/5/25

podcasts@cnbc.com (CNBC) — Thu, 5 Jun 2025 14:48:36 +0000

Carl Quintanilla, Jim Cramer and David Faber led off the show with market reaction to breaking news amid trade tensions: President Trump and China's President Xi spoke on the phone according to the Chinese Foreign Ministry. The anchors also discussed corporate layoff announcements from the likes of Procter & Gamble and Citi -- each company set to eliminate thousands of jobs. Hear what Carl, Jim and David said about Amazon reportedly preparing to test humanoid robots that could take the jobs of delivery workers. Also in focus: Elon Musk's "Kill the Bill" message attacking Trump's tax and spending cuts legislation, public debut day for stablecoin issuer Circle, Brown-Forman and PVH shares plunge.

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SOTS 2nd Hour: Ray Dalio's Debt Warning, Sen. Warren Slams the Fed and Wells Fargo, Trump Tax Bill Scrutiny 6/4/25

podcasts@cnbc.com (CNBC) — Wed, 4 Jun 2025 16:05:29 +0000

Carl Quintanilla and Sara Eisen discussed weaker-than-expected May jobs data from ADP. Oppenheimer Chief Investment Strategist John Stoltzfus joined the program to discuss his market perspective.

He also reacted to Congressional Budget Office analysis which shows President Trump’s tax and spending bill would add $2.4 trillion to the national debt. Bridgewater Associates founder and legendary investor

Ray Dalio discussed how failing to rein in debt would result in dire consequences for the U.S. economy. Senate Banking Committee Ranking Member Elizabeth Warren (D-MA) appeared on the show and slammed

Wells Fargo’s 7-year, $2 trillion asset cap being lifted by the Fed – saying Wells should “stop breaking the law.” Warren also reacted to Elon Musk’s criticism of Trump’s “big, beautiful bill.”

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Wells Fargo CEO Exclusive, Trump on Xi and Powell, Weak ADP Jobs Report 6/4/25

podcasts@cnbc.com (CNBC) — Wed, 4 Jun 2025 15:23:54 +0000

Carl Quintanilla and Jim Cramer spoke exclusively with Wells Fargo CEO Charlie Scharf after the Federal Reserve lifted its 7-year,

$2 trillion asset cap on the bank. Scharf also reacted to a statement from Senator Elizabeth Warren (D-MA) critical of the Fed's move.

The anchors also discussed trade tensions, along with a pair of President Trump's social media posts: One said China's President Xi is

"EXTERMELY HARD TO DEAL WITH!!," the other called for "too late" Fed Chair Powell to cut rates in reaction to the worst monthly ADP jobs report in two years.

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Cramer's Morning Take: Apple 6/3/25

podcasts@cnbc.com (CNBC) — Tue, 3 Jun 2025 16:00:21 +0000

Cramer says this tech giant’s negativity will be neutralized. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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SOTS 2nd Hour: Recession Odds Latest, Jefferies’ Volatility Playbook, and Applied Digital CEO Talks AI Demand 6/3/25

podcasts@cnbc.com (CNBC) — Tue, 3 Jun 2025 15:38:43 +0000

Carl Quintanilla and Sara Eisen broke down the latest for stocks as UBS raises its recession odds – the OECD cuts growth estimates for the United States – and Chicago Fed President Goolsbee warns inflation could head higher from here. Jefferies David Zervos with the team to breakdown the market impact of it all – and why he says “the needle is moving” towards the bulls… That said, Goldman’s Head of Corporate Credit Jonny Fine warning: keep an eye on the deficit if you’re a long-term investor. Hear his read from the ground, this hour.

Also in focus: Constellation Energy a top gainer this morning after inking a new deal to power Meta’s AI projects… The key details. Plus: the team caught up with the CEO of a different name, but similar story - Applied Digital’s CEO, fresh off a $15B deal with Coreweave to host their AI datacenters.

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Trade Tensions Effect, Meta's AI Power Play, Retail Earnings Rally 6/3/25

podcasts@cnbc.com (CNBC) — Tue, 3 Jun 2025 14:25:11 +0000

Carl Quintanilla and Jim Cramer explored market reaction to new developments surrounding trade tensions. AI also in the spotlight:

Morgan Stanley analyst Adam Jonas' new note, Meta's 20-year deal to buy nuclear power from Constellation Energy,

OpenAI CEO Sam Altman's AI prediction for 2026. Also in focus: Good news and bad news in Ford's May auto sales numbers,

Dollar General and Signet Jewelers surge on earnings, CoreWeave triples since its March IPO, Cramer calls out the meme stocks.

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Cramer's Morning Take: Capital One 6/2/25

podcasts@cnbc.com (CNBC) — Mon, 2 Jun 2025 16:30:18 +0000

Cramer says he’d be a ‘huge buyer’ of this financial stock. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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SOTS 2nd Hour: Steeling For More Tariffs, The Energy Outlook - Plus: CEOs of Hilton and Bristol Myers Squibb 6/2/25

podcasts@cnbc.com (CNBC) — Mon, 2 Jun 2025 15:30:58 +0000

Another day of tariff headlines:

President Trump vowing to double duties on steel and aluminum imports starting as soon as this week… Sara Eisen and Carl Quintanilla broke down the latest out of Washington – including news crossing that Trump is likely to speak with China’s President Xi about trade this week. Evercore’s Julian Emanuel warning: brace for volatility either way, breaking down what all the headlines mean for broader markets. Plus: gas prices popping higher on new OPEC+ headlines – Paul Sankey joined the team at Post 9 with his predictions on the road ahead.

Also in focus: a number of reads from the frontline – be it pharma or hospitality – as the CEO of Bristol Myers Squibb joins the broadcast from the world’s largest cancer conference (ASCO) to talk their new drug partnership with BioNTech… while the CEO of Hilton discussed what he’s seeing when it comes to international demand - and whether trade tensions are a real headwind here.

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June Playbook, Trade Tensions, Tesla Extends European Sales Slump 6/2/25

podcasts@cnbc.com (CNBC) — Mon, 2 Jun 2025 14:41:21 +0000

On the first trading day of June, Carl Quintanilla and Jim Cramer discussed what's ahead for stocks after the best May for the S&P 500 since 1990.

The anchors also discussed trade tensions: China hits back at President Trump's characterization of trade talks between Beijing and the White House.

Steel stocks surge after Trump announced he will double tariffs on imported steel to 50-percent. Also in focus: Tesla's European sales tumble again,

Elon Musk vs. the Trump tax and spending cuts bill, Brian Sullivan live from Alaska on the pros and cons surrounding the state's $38 billion natural gas pipeline project.

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Cramer's Morning Take: Goldman Sachs & Wells Fargo 5/30/25

podcasts@cnbc.com (CNBC) — Fri, 30 May 2025 15:37:38 +0000

Cramer explains why a rebound in M&A and IPOs is good for these financial stocks. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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SOTS 2nd Hour: Tariffs Latest, PCE Takeaways, & JPMorgan’s Retail Playbook 5/30/25

podcasts@cnbc.com (CNBC) — Fri, 30 May 2025 15:29:49 +0000

The Fed’s preferred inflation measure – PCE – coming in as expected this morning as tariff whiplash continues: Carl Quintanilla, Sara Eisen, and David Faber broke down the numbers, along with the latest on the trade front (including a live reaction from Beijing to the President’s new claims China’s “totally violated” their agreement with the US). Charles Schwab’s Chief Investment Strategist arguing: don’t watch trade, but the jobs report next week… Hear why. Plus: a look at the Fed’s next steps from here according to Former Fed Vice Chair Alan Blinder.

Also in focus: retail wreckage, as Gap becomes the latest name to slump on big tariff impacts… Top retail analyst Matthew Boss broke down the stocks he’d buy – and avoid – here; Regeneron shares on pace for their worst day since 2011 on new drug trial results; a look at one key part of the VC economy that’s coming under pressure due to policy; and more on what’s driving Hamptons rental demand to low tides.

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Trump Slams China on Tariffs, Tamer Inflation Data, Bulls Rule in May 5/30/25

podcasts@cnbc.com (CNBC) — Fri, 30 May 2025 14:46:21 +0000

Capping a strong month of May for stocks, Carl Quintanilla, Jim Cramer and David Faber led off the show with market reaction to President Trump's social media post in which he accuses China of "totally" violating its agreement with the U.S. on tariffs. The president's post comes one day after a federal appeals court's temporary reinstatement of his sweeping tariffs that had been blocked by a lower court. The anchors discussed what the CEOs of Costco and Gap said about prices and tariff mitigation in connection with earnings. Also in focus: Milder-than-expected PCE inflation data, Dell earnings, Netflix's record run, How Uber shares have fared since David's interview with Elon Musk.

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Cramer's Morning Take: Nvidia 5/29/25

podcasts@cnbc.com (CNBC) — Thu, 29 May 2025 18:13:39 +0000

Cramer reacts to this AI chip giant’s latest earnings.

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SOTS 2nd Hour: Tariffs Whiplash: Latest Developments, GDP Breakdown + Nvidia Earnings Takeaways 5/29/25

podcasts@cnbc.com (CNBC) — Thu, 29 May 2025 15:25:32 +0000

New overnight: a federal court blocking most of President Trump’s tariffs, arguing he overstepped his emergency powers… Markets rallying on the news. Carl Quintanilla, Sara Eisen, and David Faber discussed the latest from DC – including the street’s newest acronym: TACO (Trump Always Chickens Out). Plus: a deep-dive on this morning’s negative GDP read… And more on Elon Musk’s new promise he’s leaving the White House/DOGE.

Also in focus: Wharton Professor Jeremy Siegel arguing there’s still opportunity in the AI trade, particularly Nvidia… Hear his take – along with a breakdown of results from the name with one T. Rowe portfolio manager who calls the stock an easy buy here; Boeing shares rallying as their CEO makes bullish comments around production at a Bernstein conference, we’ve got the headlines; and don’t miss a fresh read from the frontlines when it comes to housing trends with the CEO of Compass.

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Court Blocks Trump Tariffs, Nvidia Surges, the "TACO Trade" 5/29/25

podcasts@cnbc.com (CNBC) — Thu, 29 May 2025 14:25:45 +0000

Carl Quintanilla, Jim Cramer and David Faber explored market reaction to a federal trade court's decision to block sweeping tariffs that President Trump announced in early April. Nvidia shares jumped on better-than-expected Q1 results -- and the anchors reacted to what CEO Jensen Huang told Jim on "Mad Money" about China. Also in focus: President Trump's response to a question from CNBC's Megan Cassella about the "Taco trade" (as in "Trump Always Chickens Out"), Elon Musk leaves the Trump Administration, Salesforce shares slump despite a Q1 beat.

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Cramer's Morning Take: Broadcom 5/28/25

podcasts@cnbc.com (CNBC) — Wed, 28 May 2025 16:09:43 +0000

Cramer explains why The Club trimmed its position in this chipmaker. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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SOTS 2nd Hour: Countdown to Nvidia, AI Biotech Picks, and A Retail Wrap-Up: Key Takeaways From Results 5/28/25

podcasts@cnbc.com (CNBC) — Wed, 28 May 2025 15:29:51 +0000

Nvidia front and center ahead of results after the bell: Carl Quintanilla, Sara Eisen, and David Faber discussed what to expect tonight with Wedbush’s Dan Ives – and broke down the key reports of the morning when it comes to the consumer… In addition to extra color from the CEO of Abercrombie & Fitch, as shares surge on record Q1 sales from the name.

Plus: Could President Trump’s policies dent the dollar’s dominance? Former Goldman Asset Management Chairman Jim O’Neill arguing yes – hear his defense, this hour… Along with Jefferies’ top picks within one sector they say could be a major winner in the AI revolution, and a deep-dive on Trump’s promises to take Fannie Mae and Freddie Mac public.

Also in focus: A live read from the ground at Bitcoin 2025; Why Loop Capital says tariffs could be a good thing for Apple; and Family offices get bullish – the details.

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Wall Street Gears Up for Nvidia's Big Earnings Report 5/28/25

podcasts@cnbc.com (CNBC) — Wed, 28 May 2025 14:39:10 +0000

Carl Quintanilla, Jim Cramer and David Faber engaged in a wide-ranging discussion about what to expect from Nvidia when the chip giant

reports quarterly results after Wednesday's close of trading. What's at stake for the AI trade? Rates also in the spotlight: New data show

mortgage rates hitting highs not seen since January -- and President Trump elaborates on his push to take Fannie Mae and Freddie Mac public.

The anchors reacted to FHFA director Bill Pulte's blunt call for Fed Chair Jerome Powell and his fellow policymakers to cut interest rates.

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Cramer's Morning Take: Salesforce 5/27/25

podcasts@cnbc.com (CNBC) — Tue, 27 May 2025 15:48:47 +0000

Cramer explains why this software stock’s acquisition is ‘bold’. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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SOTS 2nd Hour: Tariff Whiplash, Nvidia Expectations, and Musk’s “24/7” Promise 5/27/25

podcasts@cnbc.com (CNBC) — Tue, 27 May 2025 15:27:21 +0000

Stocks gaining as President Trump delays the deadline for a new 50% tariff on EU goods – Carl Quintanilla, Sara Eisen, and David Faber kicked off the hour discussing market implications of the move with Interactive Broker’s Chief Strategist, who also brought some fresh data on the most traded stocks on the platform. Plus: How investors and companies should be navigating the fast-changing developments out of Washington with a panel of trade experts… And more on what to watch when it comes to Nvidia earnings - with one analyst forecasting huge gains ahead.

Also in focus: A deep-dive on one sector falling behind in the AI Arms Race… A look at this weekend’s record-breaking box office… And more on Musk’s promise to get back to work that’s boosting Tesla shares.

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Trump Tariff Delay Rally, Musk-Mania, Salesforce's AI-Focused Deal 5/27/25

podcasts@cnbc.com (CNBC) — Tue, 27 May 2025 14:40:42 +0000

Carl Quintanilla, Jim Cramer and David Faber kicked off the holiday-shortened trading week with stocks in rally mode, after President Trump

delayed his threat of 50-percent tariffs on the EU until July. Lots of news surrounding Elon Musk -- from data showing Tesla EV sales

in Europe tumbled 49-percent in April, to Musk's X post stating he will be "super focused" on the companies he controls. Also in focus:

Salesforce ramps up its bet on AI by acquiring Informatica in an $8 billion deal, Trump effect on Apple, Nvidia leads this week's earnings calendar.

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SOTS 2nd Hour: Tariff Turmoil: EU & Apple Impacts, Plus: Apollo’s Torsten Slok 5/23/25

podcasts@cnbc.com (CNBC) — Fri, 23 May 2025 15:21:59 +0000

President Trump taking aim at the EU and Apple this morning on the tariffs front: Carl Quintanilla, Sara Eisen, and David Faber broke down what he said - and what it means for European stocks, yields, and Apple shares – as the company’s market cap tumbles below $3T. Plus: Apollo Chief Economist Torsten Slok joined the team at Post 9 with his take on where things go from here… In addition to his new call that we’re coming off an “AI Bubble” in tech valuations.

Also in focus: Nuclear stocks popping higher on hopes around a new executive order – the details; who made the list – and who didn’t – when it comes to President Trump’s exclusive memecoin dinner overnight; and the CEO of Autodesk with his read on how software demand’s holding up.

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Stocks' Double Whammy: Trump Threatens EU, Apple With Tariffs 5/23/25

podcasts@cnbc.com (CNBC) — Fri, 23 May 2025 14:27:02 +0000

Carl Quintanilla, Jim Cramer and David Faber explored stock markets taking a hit on both sides of the Atlantic, after President Trump threatened both the European Union and Apple with fresh tariffs. Cramer suggested how Apple CEO Tim Cook should respond to the president. Jim also offered his take on buying the dip in this market. Also in focus: Trump's memecoin gala, Disney's rally and holiday box office countdown, rough day for Deckers Outdoor and Ross Stores. what Elon Musk told David about Tesla's Optimus robots.

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SOTS 2nd Hour: OpenAI CFO, An Authentic Look At Retail, and Energy’s Next Move 5/22/25

podcasts@cnbc.com (CNBC) — Thu, 22 May 2025 15:41:58 +0000

Fresh news top of the hour: OpenAI and the United Arab Emirates announcing “Stargate UAE” – a massive new data center in the Middle East in partnership with companies like Oracle, Nvidia, and more. OpenAI CFO Sarah Friar joined the team to discuss in a wide-ranging interview also covering the company’s future device plans… and possible competition with Apple.

On the broader markets front: stocks trying to rebound after a big sell-off tied to bonds. The team broke down whether the pressure continues with one T. Rowe Price CIO – and the CEO of Authentic Brands brought his read on how the consumer’s holding up, fresh off a deal to buy Dockers from Levi Strauss. Plus: the IPO market showing signs of life… Hear from the CEO of MNTN this hour - ahead of their first trade – along with Carlyle’s Jeff Currie, breaking down this move lower in oil and where prices go from here.

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Cramer's Morning Take: Eli Lilly 5/22/25

podcasts@cnbc.com (CNBC) — Thu, 22 May 2025 15:22:26 +0000

Jim and Jeff discuss this healthcare stock. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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House Passes Trump's Tax Bill, Long Bond Yield Jumps, Tesla Gets Leapfrogged 5/22/25

podcasts@cnbc.com (CNBC) — Thu, 22 May 2025 14:47:36 +0000

Carl Quintanilla, Jim Cramer and David Faber led off the show with market reaction to the House passing President Trump's big tax and spending cuts bill: The 30-year bond yield rose above 5.1-percent and solar stocks plunged. New data from across the Atlantic show China's BYD sold more fully electric vehicles in Europe than Tesla last month for the first time. Also in focus: a fresh record high for Bitcoin, OpenAI buys former Apple executive Jony Ive's AI startup, Snowflake surges, Faber reacts to the Indiana Pacers' stunning comeback victory over the New York Knicks in the NBA Playoffs.

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SOTS 2nd Hour: Musk’s Vision For Tesla, DC Deal Or No Deal, and Time To Break-up Google? 5/21/25

podcasts@cnbc.com (CNBC) — Wed, 21 May 2025 15:22:16 +0000

Tesla a focus today after David’s wide-ranging and rare interview with CEO Elon Musk: Carl Quintanilla, Morgan Brennan, and David Faber broke down key takeaways from the tape – from Robotaxis to Chinese competition – along with Musk’s vision for the future. Plus: the Co-CEO of Waymo’s reaction to Musk’s claims Tesla’s tech is safer… and more with one analyst who’s arguing Waymo should be spun-off - along with Alphabet’s other ancillary businesses - to unlock more shareholder value here.

On the broader markets front: a few key movers – Target, Coreweave, United Health, and more… The team discussed what’s driving the moves – in addition to fresh consumer color from executives at Toll Brothers, and the latest out of Washington when it comes to President Trump’s “Big Beautiful Bill”.

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Tax Bill Standoff Effect, Musk Highlights, Target Off the Mark 5/21/25

podcasts@cnbc.com (CNBC) — Wed, 21 May 2025 14:41:35 +0000

Carl Quintanilla, Jim Cramer and David Faber explored tocks falling and yields spiking in light of the Capitol Hill standoff surrounding President Trump's

tax and spending cuts bill. Hear Cramer's take on the proposed legislation. David broke out highlights from his blockbuster interview with Elon Musk, including the

Tesla CEO's comments on robotaxis. TJX and Lowe's joined the retail earnings parade along with Target, which saw shares slide on disappointing results and guidance --

the CEO's message on pricing and tariffs in the mix as well . Also in focus: UnitedHealth responds to a report which states the company is the subject of a Medicare fraud probe.

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CNBC Special: Tesla CEO Elon Musk 5/20/25

podcasts@cnbc.com (CNBC) — Wed, 21 May 2025 00:10:32 +0000

CNBC’s David Faber sits down at Tesla HQ with CEO Elon Musk for a wide ranging conversation on self-driving, semiconductors, China, and more.

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SOTS 2nd Hour: Trump On The Hill, Google’s Existential Moment, and Home Depot’s Different Take On Tariffs 5/20/25

podcasts@cnbc.com (CNBC) — Tue, 20 May 2025 15:29:47 +0000

Carl Quintanilla, Sara Eisen, and Michael Santoli broke down the latest for stocks amid a slew of headlines out of Washington and Big Tech. President Trump speaking to House Republicans this morning to garner support for his “Big Beautiful Bill” – with particularly strong words around Medicare… More with one policy analyst warning: strap in for a bumpy ride. Plus: the implications for stocks with Stifel’s Chief Equity Strategist - who’s forecasting a lower S&P by year-end.

Meanwhile, Tesla shares gaining after new comments from CEO Elon Musk around political donations. The team broke it all down – in addition to headlines out of 2 other Mag-7 names: Google, kicking off their annual developers conference, and reports Amazon is might launch a “foldable phone”… In addition to fresh consumer commentary: from Home Depot’s promise not to raise prices to what Sara’s hearing on the ground at CNBC’s CEO Council Summit.

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Trump on Capitol Hill, Home Depot's Tariff Message, Musk Countdown 5/20/25

podcasts@cnbc.com (CNBC) — Tue, 20 May 2025 14:32:02 +0000

With the S&P 500 in the midst of a six-session win streak, Carl Quintanilla and Jim Cramer reacted to what President Trump said on Capitol Hill ahead of his meeting with House Republicans, as he seeks to get holdouts on board with his tax and spending cuts legislation. Home Depot posted mixed quarterly results, reaffirmed sales guidance and said it isn't planning price hikes to offset tariffs. The anchors discussed all things Tesla ahead of David Faber's big Tuesday interview with Elon Musk.

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Cramer's Morning Take: Capital One 5/19/25

podcasts@cnbc.com (CNBC) — Mon, 19 May 2025 18:10:35 +0000

Cramer explains why he favors this financial stock. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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SOTS 2nd Hour: Moody’s Downgrade Hits Stocks, “Jensanity”, and Trump Tax Bill Hang-ups 5/19/25

podcasts@cnbc.com (CNBC) — Mon, 19 May 2025 15:40:51 +0000

Moody’s downgrade of the United States’ credit rating front and center this morning: Carl Quintanilla, Courtney Reagan, and David Faber kicked off the hour with fresh data – and discussed the move with Fundstrat’s Tom Lee, who remains bullish on U.S. equities here. Plus, more on the growing battle between Walmart and President Trump over possible tariff-related price hikes, along with fresh comments out of the White House on tariffs and China.

Also a number of individual stories to get to: Coinbase the first crypto stock to make it into the S&P 500 – what it means for shareholders and the index; A deep dive on Nvidia – amid a rise in “Jensanity”; The key headlines so far out of JPMorgan’s investor day in NYC; and more from Washington, including the murky road ahead for President Trump’s “One Big, Beautiful Bill”.

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Moody’s Downgrades U.S., “Eat the Tariffs,” Nvidia CEO’s AI Keynote 5/19/25

podcasts@cnbc.com (CNBC) — Mon, 19 May 2025 15:19:03 +0000

Carl Quintanilla, Jim Cramer and David Faber explored the market impact of Moody’s decision to cut the U.S.’ credit rating to below AAA. The 30-year yield jumped above 5% on news of the downgrade. The anchors reacted to President Trump’s social media post telling Walmart to “eat the tariffs” instead of hiking prices. Also in focus: Nvidia CEO Jensen Huang’s AI announcements at a conference in Taiwan, Apple’s AI challenges, Blackstone’s energy deal, JPMorgan Chase and the Jamie Dimon succession watch, Netflix downgraded.

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Cramer's Morning Take: Eli Lilly 5/16/25

podcasts@cnbc.com (CNBC) — Fri, 16 May 2025 18:30:43 +0000

Cramer breaks down why he ‘likes’ this pharmaceutical stock. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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SOTS 2nd Hour: Consumer Concerns, On The Home Front, and Berkshire’s Big Moves 5/16/25

podcasts@cnbc.com (CNBC) — Fri, 16 May 2025 15:22:25 +0000

Carl Quintanilla, Sara Eisen, and David Faber discussed the latest for stocks as they try to hold onto gains – and consumer concerns grow. The latest read on sentiment coming in at the top of the hour: falling to its 2nd-lowest reading on record… but consumer earnings commentary telling a different story. The team broke it all down with JPMorgan Asset Management’s Chief Global Strategist. Plus: how to play the homebuilders with one guest who says they’re still a buy here – and more on the outlook for energy as President Trump says the U.S. is “very close” to a nuclear deal with Iran.

Also in focus: the road ahead for Novo after its surprise CEO resignation; deal details on this possible Charter-Cox merger; Berkshire’s biggest moves according to a new 13F filing; and the big win for wealth taxpayers hidden in the GOP’s “big beautiful bill”.

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Megacap Tech Turns Up, Major Cable Deal, Novo Nordisk CEO Steps Down 5/16/25

podcasts@cnbc.com (CNBC) — Fri, 16 May 2025 14:14:25 +0000

Carl Quintanilla, Jim Cramer and David Faber kicked off the hour by discussing the S&P aiming for its 5th straight day of gains, with megacap tech stocks leading the charge. Nvidia and Tesla shares were up double digits since Monday. Faber also broke down the deal of the day, as Charter announced it would acquire Cox Communications to create one of the largest cable companies in the U.S. Also in the mix: Novo Nordisk announced that CEO Lars Jorgensen would be stepping down from his role, citing recent market challenges. Shares of Novo Nordisk were down more than 50% over the last full-year of trading.

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Cramer's Morning Take: Cisco Systems 5/15/25

podcasts@cnbc.com (CNBC) — Thu, 15 May 2025 15:36:36 +0000

Cramer explains why this networking company’s CEO is doing a ‘terrific job’. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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SOTS 2nd Hour: United Health Slumps, Dick’s Buys Foot Locker, and Live: Walmart CFO 5/15/25

podcasts@cnbc.com (CNBC) — Thu, 15 May 2025 15:34:32 +0000

Carl Quintanilla, Sara Eisen, and David Faber broke down the latest data from the AM (Retail Sales, PPI, and more) along with this move higher in yields. Former Fed Governor Frederic Mishkin arguing the Fed is “appropriately” on hold here – and the deficit remains a huge issue… While the CFO of Walmart brought his read from the ground when it comes to the consumer – and possible price hikes ahead.

Plus: key break-outs of the stocks to watch here. United Health shares plunging on reports it’s the subject of a new DOJ probe – why Mizuho thinks it could get removed from the Dow… Coreweave shares falling on fears over their Cap-Ex plans but Melius Research argues the stock is still a buy… And a breakdown of the deal sending Foot Locker shares surging in what could be their best daily performance ever.

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Walmart's Tariff Warning, Cisco and CoreWeave CEOs, More Woes for UNH 5/15/25

podcasts@cnbc.com (CNBC) — Thu, 15 May 2025 14:27:08 +0000

Carl Quintanilla, Jim Cramer and David Faber led off the show with reaction to Walmart's Q1 results -- and the company's CFO telling CNBC that the retail giant could raise prices later this month due to tariffs. Cisco CEO Chuck Robbins and CoreWeave CEO Michael Intrator joined the anchors at Post 9 to discuss their companies' respective quarterly results and the AI landscape. UnitedHealth shares slide again -- this time on a report stating the health insurer is under criminal investigation for Medicare fraud. Also in focus: Foot Locker soars on its deal with Dick's Sporting Goods, a surprise drop in PPI, President Trump's "little problem" with Apple CEO Tim Cook.

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Cramer's Morning Take: Wells Fargo 5/14/25

podcasts@cnbc.com (CNBC) — Wed, 14 May 2025 16:16:37 +0000

Cramer discusses why the Club is trimming its stake in its largest financial holding. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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SOTS 2nd Hour: Return of the AI Trade? Goldman Cuts Recession Odds, and Live: Coinbase CEO 5/14/25

podcasts@cnbc.com (CNBC) — Wed, 14 May 2025 15:26:16 +0000

Chip stocks are taking the lead as big tech names like Nvidia and AMD gain – Carl Quintanilla, Michael Santoli, and David Faber broke down the possible return of the AI trade to kick off the hour, along with Goldman’s decision to cut their recession odds to 35%... The firm’s Chief U.S. Economist joined Post 9 to defend the call. Plus: growing worries over a possible onslaught of container ships amid the 90-day tariff pause with China, but the head of the Port of LA says they’re not seeing it yet – bringing the team his latest read from the ground.

D.C. headlines also continue to dominate – hear why the CEO of Coinbase is bullish when it comes to positive regulation ahead… Plus, new comments from President Trump when it comes to Boeing - amid a number of reports out of the airlines, and the FAA meets to possibly cut more flights out of Newark.

Also in focus: Warner Brothers’ pivot back to “HBO Max”; what to expect out of Coreweave results tonight; the latest on eToro, going public today; and a breakdown of the retail movers to watch here.

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2025's "Green" Market, the AI Trade Returns, AMD's $6B Buyback Plan 5/14/25

podcasts@cnbc.com (CNBC) — Wed, 14 May 2025 14:37:00 +0000

Carl Quintanilla, Jim Cramer and David Faber discussed what to make of the S&P 500 and Nasdaq 100 entering positive territory year-to-date.

The anchors explored the return of the AI trade, led by Nvidia's resurgence: The chip giant has rejoined the $3 trillion valuation club.

AMD shares up sharply after the company announced its $6 billion share buyback program. Also in focus: The only Magnificent 7 stock in the red

since President Trump's April 2 tariff announcement, Robinhood rival eToro prices its IPO above the expected range.

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Cramer's Morning Take: Texas Roadhouse 5/13/25

podcasts@cnbc.com (CNBC) — Tue, 13 May 2025 16:48:13 +0000

Jim Cramer explains why the Club is trimming some of this restaurant chain’s stock. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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SOTS 2nd Hour: CPI Breakdown, Fed Implications, and Live from Riyadh: Elon Musk & Jensen Huang 5/13/25

podcasts@cnbc.com (CNBC) — Tue, 13 May 2025 15:28:24 +0000

Consumer prices coming in better-than-expected for the month of April: Carl Quintanilla, David Faber, and Michael Santoli broke down the numbers and what they mean for the Fed’s rate path here… Former Fed Governor Randy Kroszner saying he still expects 2-3 cuts by year-end while CFRA’s Chief Investment Strategist forecasts more gains ahead for the S&P - as the index turns positive on the year. Plus: more on key movers of the day from Honda to United Healthcare.

Also in focus: the street’s biggest CEOs, regulators, and President Trump headed to Riyadh, Saudi Arabia for a star-studded Saudi-US Investment forum… Hear Elon Musk’s live remarks this hour – and Nvidia CEO Jensen Huang’s potential clue towards future policy when it comes to the chips.

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Inflation Watch After the Rally, Trump and CEOs in Saudi Arabia, UNH Upheaval 5/13/25

podcasts@cnbc.com (CNBC) — Tue, 13 May 2025 14:43:02 +0000

After Monday's big market rally fueled by the U.S.-China deal to temporarily slash tariffs, Carl Quintanilla, Jim Cramer and David Faber led off

the show with market reaction to the April Consumer Price Index and what it says about inflation. The anchors also discussed President Trump's

trip to Saudi Arabia, where he greeted prominent CEOs including Jensen Huang and Elon Musk. Also in focus: UnitedHealth drags the Dow lower

after the health insurer suspended its 2025 guidance and announced its CEO stepped down, Coinbase to join the S&P 500, Phillips 66-Elliott proxy fight.

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SOTS 2nd Hour: China Trade Deal Latest, Drug Prices EO, and Live: New Trump Remarks 5/12/25

podcasts@cnbc.com (CNBC) — Mon, 12 May 2025 15:27:17 +0000

Stocks rallying across the board as the U.S. and China agree to slash reciprocal tariffs for 90 days – Carl Quintanilla, David Faber, and Leslie Picker broke down the latest, in addition to President Trump’s new Executive Order aimed at lowering drug prices (signed within the hour).

Longtime market vet & Evercore Founder Roger Altman calling the China progress “encouraging” - while one former U.S. Trade rep for China Affairs argues: keep waiting for hard details and facts here. Rockefeller’s Ruchir Sharma, meanwhile, saying look elsewhere: namely Latin American markets. Plus: a look at how this EO on drug prices could impact pharma stocks – and your wallet – with Former FDA Commissioner Scott Gottlieb… And breaking Fed headlines from Governor Kugler – who’s warning the growth outlook remains murky here.

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Market Rallies on U.S.-China Trade Deal, Pharma Stocks Slide on Trump Executive Order News 5/12/25

podcasts@cnbc.com (CNBC) — Mon, 12 May 2025 14:47:44 +0000

Carl Quintanilla, Jim Cramer and David Faber covered Monday's major market rally, sparked by a new U.S.-China trade deal in which both countries agreed to slash tariffs for 90 days. What should investors do now? Pharma stocks under pressure after President Trump said he would sign an executive order aimed at lowering drug prices. Hear what the president said about the U.S.-China trade agreement at his news conference.

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Squawk on the Street 2ND Hour 5/9/25

podcasts@cnbc.com (CNBC) — Fri, 9 May 2025 15:51:23 +0000

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U.S.-China Trade Talks Countdown, Bitcoin's Resurgence, Barrick Mining CEO on the Gold Rush 5/9/25

podcasts@cnbc.com (CNBC) — Fri, 9 May 2025 14:37:52 +0000

Wrapping up another volatile week for stocks, Carl Quintanilla, David Faber and Mike Santoli set the stage for U.S.-China trade talks due to begin

Saturday in Switzerland. The anchors reacted to President Trump's social media post in which he suggested lowering China tariffs to 80 percent

from 145 percent. Bitcoin continues to rebound, rallying to levels not seen since late January. Barrick Mining CEO Mark Bristow joined the program

at Post 9 and discussed gold's record run. The earnings parade in focus – including big moves in shares of Pinterest, Affirm and Expedia.

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SOTS 2nd Hour: Trump’s U.K. Deal, AI Leaders In The Hot Seat, and Live: ARM CEO

podcasts@cnbc.com (CNBC) — Thu, 8 May 2025 16:29:45 +0000

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Markets and U.S.-U.K. Trade, Trump: "Powell Is a Fool," Arm Shares Slump 5/8/25

podcasts@cnbc.com (CNBC) — Thu, 8 May 2025 14:27:49 +0000

Carl Quintanilla, David Faber and Mike Santoli discussed positive market sentiment in reaction to President Trump saying he would announce

a trade agreement on Thursday with the United Kingdom, though the U.K. refers to it as a framework. The anchors reacted to Trump calling

Jerome Powell a "fool" one day after the Fed held interest rates steady. Also in focus: Arm Holdings slides on weak guidance, sources tell David

that Warner Bros. Discovery is moving toward a split of the company, Shopify's president joins the show to discuss quarterly results and tariffs.

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SOTS 2nd Hour: The Disney Breakdown: Plus CFO Hugh Johnston, Pharma Risks Loom, and Taylor Morrison CEO 5/7/25

podcasts@cnbc.com (CNBC) — Wed, 7 May 2025 15:51:19 +0000

Carl Quintanilla, David Faber, and Sara Eisen discussed the latest for stocks amid fresh news on the tariffs and earnings front – and ahead of a new comments from Fed Chair Powell this afternoon. First: a read on rates and how the economy’s holding up with the man advising America’s biggest companies on their multi-billion dollar financings: Goldman’s Jonny Fine… Plus: a deep-dive on Disney results, including demand trends in China and their new Abu Dhabi plans - CFO Hugh Johnston joined the team to breakdown the numbers.

Also in focus: housing headwinds - Taylor Morrison’s CEO discussed key trends when it comes to the crucial spring selling season; a breakdown of looming tariffs on pharmaceuticals – and what it means for the stocks; and exclusive comments from the Education Secretary on student loans.

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Disney CEO Speaks, AMD CEO Exclusive, Trade Hopes and the Fed 5/7/25

podcasts@cnbc.com (CNBC) — Wed, 7 May 2025 14:31:58 +0000

Carl Quintanilla, David Faber and Mike Santoli covered a lot of news for investors to digest: Disney shares in rally mode after the company

posted better-than-expected quarterly results -- and announced plans for a new theme park and resort in Abu Dhabi. You'll want to hear what

Disney CEO Bob Iger told David. In a CNBC Exclusive, AMD CEO Lisa Su joined the program to discuss earnings, AI and the impact of U.S. curbs

on chip exports to China. Also in focus: Stocks rise as the U.S. and China agree to trade talks, Fed decision day, Uber shares fall on a revenue miss.

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SOTS 2nd Hour: Palantir Slumps, CNBC Recession Odds and Milken: Day 2 with Ares CEO, Morgan Stanley Co-Pres. 5/6/25

podcasts@cnbc.com (CNBC) — Tue, 6 May 2025 15:34:40 +0000

Carl Quintanilla discussed the biggest headlines for stocks alongside Sara Eisen and David Faber – who both joined the broadcast live from the Milken Institute’s investment conference in Beverly Hills this hour. Citi CEO Jane Fraser and Treasury Secretary Bessent both pointing out a resilient consumer when it comes to the data… But CNBC’s latest Fed Survey raising recession odds to 55% from 22% at the start of the year – what’s driving the action. Plus: Goldman’s Chief U.S. Equity Strategist gave his take on where markets go from here – and whether the Mag-7 tech trade can hold up.

Also in focus: the latest from the ground at Milken – as the street’s top CEOs, leaders, and regulators convene in California. David sat down with the CEOs of Ares (the firm manages $500B+ in assets) and Morgan Stanley Co-President Dan Simkowitz.

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Win Streak Ends and Fed Watch Begins, Palantir Tumbles, CEOs' Macro Message at Milken 5/6/25

podcasts@cnbc.com (CNBC) — Tue, 6 May 2025 14:40:46 +0000

Carl Quintanilla, David Faber and Mike Santoli discussed stocks extending Monday's losses after the broader market snapped its nine-day win streak.

The Fed's two-day policy meeting also in the spotlight ahead of Wednesday's decision on interest rates. The anchors explored Palantir shares taking a hit

despite upbeat results and guidance: What's next for what has been a high-flying stock? Also in focus: An AI warning from legendary investor

Paul Tudor Jones, Ford suspends guidance in wake of tariffs, what CEOs at the Milken Institute Global Conference told David about the macro environment.

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SOTS 2nd Hour: End of An Era At Berkshire, Top Tech Picks, and Milken: Day 1 with Blackstone’s Jon Gray 5/5/25

podcasts@cnbc.com (CNBC) — Mon, 5 May 2025 15:56:55 +0000

Carl Quintanilla discussed the latest for stocks alongside Sara Eisen and David Faber – who both joined the broadcast live from the Milken Institute’s investment conference in Beverly Hills this hour. A key focus? Berkshire Hathaway’s Warren Buffett - surprising investors at the company’s annual meeting by announcing he will step down as CEO… The team broke down his legacy and what’s next for shares. Plus: one portfolio manager from Janus Henderson joined the team to talk top tech picks. Also in focus: the latest from the ground at Milken – as the street’s top CEOs, leaders, and regulators convene in California. David sat down with Blackstone COO Jon Gray in a wide-ranging deep dive covering all things AI demand to Private Credit.

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Buffett and the End of an Era, Apollo Global and Wells Fargo CEOs at Milken Conf. 5/5/25

podcasts@cnbc.com (CNBC) — Mon, 5 May 2025 14:28:02 +0000

Carl Quintanilla, David Faber and Mike Santoli discussed the surprising news involving Warren Buffett: The "Oracle of Omaha" announced he would step down as Berkshire Hathaway CEO at the end of the year after six decades on the job. Berkshire's board voted unanimously to name company executive Greg Abel as president and CEO effective January 1 -- and for Buffett to remain chairman. At the Milken Institute Global Conference, David engaged in one-on-one interviews with Apollo Global CEO Marc Rowan and Wells Fargo CEO Charles Scharf.

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SOTS 2nd Hour: Strong Jobs Drive Gains, Amazon & Apple Earnings, Plus: Live From Omaha 05/02/25

podcasts@cnbc.com (CNBC) — Fri, 2 May 2025 15:26:57 +0000

Stocks popping higher after jobs data came in stronger than expected for April: Carl Quintanilla and Sara Eisen discussed the report and what it means for stocks - alongside some positive tariff headlines when it comes to China, and a number of better-than-feared earnings reports. A key focus? Mega-cap tech – namely Apple and Amazon after new numbers there… What to do with both stocks, and the street’s reaction this hour. Plus: does the rally have more room to run? Jefferies Chief Market Strategist and Goldman’s Chief Economist joined the team with their takes, and what comes next from the Fed.

Also in focus: details emerging when it comes to President Trump’s 2026 budget – a deep-dive on the key points we have so far this hour… And a live read from the ground in Omaha - ahead of Berkshire’s annual shareholder meeting tomorrow.

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Jobs Boost, Tariffs Effect on Apple and Amazon, Chevron CEO "First on CNBC" 5/2/25

podcasts@cnbc.com (CNBC) — Fri, 2 May 2025 14:25:59 +0000

Carl Quintanilla and Jim Cramer led off the show with market reaction to better-than-expected April jobs data. That report and hopes surrounding potential U.S.-China trade talks have put the Dow and S&P 500 on track for nine straight days of gains. The anchors also explored Apple and Amazon earnings and where tariffs fit into the picture. Chevron CEO Mike Wirth joined the program to discuss the company's quarterly results impacted by the slump in oil prices.

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Cramer's Morning Take: Eli Lily 5/1/25

podcasts@cnbc.com (CNBC) — Thu, 1 May 2025 16:21:15 +0000

Cramer explains why investors should not leave this drugmaker stock. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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SOTS 2nd Hour: A Big Tech Boost, McDonald’s Consumer Concerns, and LIVE: Chamber Of Commerce CEO 05/01/25

podcasts@cnbc.com (CNBC) — Thu, 1 May 2025 15:34:16 +0000

Big tech boosting the major indices after strong reports out of Meta and Microsoft overnight: Carl Quintanilla, Sara Eisen, and David Faber broke down the numbers with some of the street’s top analysts, while also looking ahead to Amazon and Apple earnings tonight. Why Jefferies calls Microsoft their Top Pick here, and more with one Rosenblatt analyst who says Apple’s earnings will be a ‘write-off’ quarter, with the true cost of tariffs to come later. Plus: the latest on Tesla, amid reports that their board contemplated replacing CEO Elon Musk (and fresh news on the autos front out of GM and Ford).

Also in focus: McDonalds reporting its biggest U.S. same-store sales decline in 5 years – but Evercore says to buy the dip here… And more on the tariff pressure facing consumers and businesses with the President and CEO of the Chamber of Commerce, in a wide-ranging interview this hour.

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Microsoft and Meta Blowouts Fuel Tech Rally 05/01/25

podcasts@cnbc.com (CNBC) — Thu, 1 May 2025 14:39:33 +0000

Carl Quintanilla, Jim Cramer and David Faber discussed blowout quarterly results from Microsoft and Meta that sparked a rally in

the tech sector -- as the Dow and S&P 500 aim to extend their respective daily win streaks to eight. The anchors also reacted to

Tesla's denial of a report stating the company's board opened a search for a successor to CEO Elon Musk. Also in focus: Eli Lilly and

McDonald's join the earnings parade, Softbank CEO Masa Son on China and AI, President Trump's "two dolls" comment on tariffs.

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Cramer's Morning Take: Starbucks 4/30/25

podcasts@cnbc.com (CNBC) — Wed, 30 Apr 2025 16:18:41 +0000

Cramer explains why he favors this coffee chain giant despite weaker-than-expected quarterly results. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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SOTS 2nd Hour: GDP Data Hits Stocks, Trump’s First 100 Days, and Key Earnings Movers 4/30/25

podcasts@cnbc.com (CNBC) — Wed, 30 Apr 2025 16:01:57 +0000

A huge morning for economic data: GDP, ADP, PCE, and some consumer reads – as stocks take a leg lower on GDP’s negative read.

Carl Quintanilla, Sara Eisen, and David Faber discussed the latest and what it all means for the broader markets alongside Charles Schwab’s Chief Global Investment Strategist… In addition to fresh analysis across the hour on Trump’s first 100 days when it comes to the broader economy, energy, and tech regulation (Why former DOJ Assistant AG for Antitrust Jonathan Kanter says more deregulation is likely).

Plus: a deep-dive on the biggest earnings movers of the day, from Starbucks to Humana – and the latest from D.C., as Alphabet’s CEO takes the stand in Google’s DOJ antitrust trial and key tech CEOs visit the hill for a security summit.

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Negative GDP, Starbucks CEO, White House's Navarro on Trade Talks 4/30/25

podcasts@cnbc.com (CNBC) — Wed, 30 Apr 2025 14:32:42 +0000

Carl Quintanilla, David Faber and Jim Cramer kicked off the show with reaction to economic data that sparked Wednesday's market sell-off: The first reading of Q1 GDP

showed that the economy contracted in the period, down 0.3-percent. Starbucks CEO Brian Niccol joined the program to discuss his turnaround plan, as the company's

earnings and revenue miss weighed heavily on the stock. The anchors interviewed White House senior trade adviser Peter Navarro about where trade talks stand.

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Cramer's Morning Take: Amazon 4/29/25

podcasts@cnbc.com (CNBC) — Tue, 29 Apr 2025 16:41:15 +0000

Jim and Jeff discuss the China tariff’s impact on this Big Tech stock. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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SOTS 2nd Hour: Tariff Updates, Earnings Wrap-up, and Is This Rally Real? – plus: Coca-Cola CEO Talks Results 4/29/25

podcasts@cnbc.com (CNBC) — Tue, 29 Apr 2025 15:23:26 +0000

Fresh news on the tariff front when it comes to potential deals – and hopes of relief for the automakers… Carl Quintanilla, Sara Eisen, and David Faber broke down the latest from the White House, alongside the morning’s biggest earnings stories: from GM pulling guidance and delaying their conference call to Coca-Cola’s strong consumer quarter – including a deep-dive with CEO James Quincey himself. Plus: what UPS, Honeywell, and other key bellwethers are saying about demand here – and what comes next for stocks with one former head of the Institute of International Finance…

Also in focus: growing concerns about housing’s crucial spring selling season – the CEO of Compass joined Post 9 with more on what he’s seeing when it comes to prices… And details on a new controversy surrounding Nike’s latest advertising campaign

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Cramer Rings NYSE Opening Bell, Bessent Speaks, Earnings Parade 4/29/25

podcasts@cnbc.com (CNBC) — Tue, 29 Apr 2025 14:34:22 +0000

A big day for CNBC and Jim Cramer: He rang the opening bell at the New York Stock Exchange in celebration of the 20th anniversary

of "Mad Money" -- ahead of a CNBC special which airs Tuesday at 7pm EDT. Carl Quintanilla, David Faber and Jim reacted to the press briefing

where Treasury Secretary Scott Bessent spoke about tariffs and White House Press Secretary Karoline Leavitt slammed Amazon.

The anchors also discussed a slew of earnings reports from the likes of General Motors, Coca-Cola and UPS.

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Cramer's Morning Take: Nvidia & GE Vernova 4/28/25

podcasts@cnbc.com (CNBC) — Mon, 28 Apr 2025 16:44:43 +0000

Jim and Jeff discuss the moves around this semiconductor stock. They also talk about what they’re watching for this energy stock. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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SOTS 2nd Hour: Big Tech On Deck, Huawei vs. Nvidia, and Spring Selling Concerns 4/28/25

podcasts@cnbc.com (CNBC) — Mon, 28 Apr 2025 16:00:12 +0000

A weekend of mixed messaging on tariffs from the White House and Beijing – Sara Eisen, David Faber, and Michael Santoli broke down the latest for stocks on a busy week for data and earnings. Why one Wells Fargo CIO says it’s growth and not inflation to worry about here. Plus, how to prep for earnings out of: Meta, Amazon, Apple and more – as tariff impacts remain unknown… And the Journal reports Huawei is taking on Nvidia with homegrown AI chips of their own.

Also in focus: a live read from the ground in Beijing, as officials there say Xi has not yet talked to President Trump about trade – alongside one former Commerce Secretary’s take on what comes next… Plus, a deep dive on one big change coming to the housing market’s spring selling season.

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Biggest Earnings Week, Sec. Bessent: "It's Up to China," Senate Dems vs. Musk 4/28/25

podcasts@cnbc.com (CNBC) — Mon, 28 Apr 2025 14:38:45 +0000

David Faber and Jim Cramer explored what investors should expect as we enter the busiest week of earnings season, including results from tech giants Apple, Amazon, Meta and Microsoft. The anchors also drilled down on the impact of tariffs: Treasury Secretary Scott Bessent told CNBC that "it's up to China to de-escalate" trade tensions. Also in focus: Senate Democrats slam Elon Musk, Jim and David discuss 20 years of "Mad Money" ahead of a CNBC special which airs Tuesday night.

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SOTS 2nd Hour: DC Tariffs Latest, Alphabet Results Breakdown, and A Fresh Read On The Consumer 4/25/25

podcasts@cnbc.com (CNBC) — Fri, 25 Apr 2025 15:33:23 +0000

New comments from President Trump on potential tariff deals top of the hour – Carl Quintanilla, Sara Eisen, and David Faber broke down the latest from DC as a slew of companies warn of growing impacts and pull guidance. Alphabet’s better-than-feared results helping fuel gains for AI-related names as the Nasdaq leads the charge for yet another day – why Truist says buy the stock here. Plus: a breakdown of the semis, including Intel’s guidance cut and more with Trivariate’s Adam Parker who says the sector is primed for a rebound… And also: a deep-dive on the numbers sending T-Mobile shares sliding.

Other stories: Financials one of the worst performing sectors on the month – more on one part of the group that’s seeing gains; plus, fresh data on how the wealthy consumer is holding up, along with consumer confidence data to start the hour.

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U.S. vs. China on Trade Talks, Alphabet Jumps, Intel Slumps 4/25/25

podcasts@cnbc.com (CNBC) — Fri, 25 Apr 2025 14:41:27 +0000

With stocks in the midst of a three-day win streak, Carl Quintanilla, Jim Cramer and David Faber discussed the trade war and contradictory headlines on U.S.-China discussions. President Trump said he spoke with President Xi numerous times, but Beijing is refuting that comment when it comes to tariff negotiations. The anchors also reacted to tech earnings: Alphabet shares surged on a Q1 beat while Intel shares slumped on weak guidance. Hear what the chipmaker's new CEO Lip-Bu Tan said about his turnaround plan for the company.

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Cramer's Morning Take: Bristol Myers 4/24/25

podcasts@cnbc.com (CNBC) — Thu, 24 Apr 2025 15:53:50 +0000

Cramer says he hasn’t lost confidence in this pharmaceutical stock.

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SOTS 2nd Hour: Earnings Blitz Breakdown, “Security Blanket” Software, Plus: FTC Chairman Talks Regulation 04/24/25

podcasts@cnbc.com (CNBC) — Thu, 24 Apr 2025 15:45:22 +0000

Another morning of trade headlines (particularly out of China): Sara Eisen, David Faber, and Carl Quintanilla broke down the latest on a busy day of earnings and data. Exclusive comments from the CEOs of IBM and Pepsico - after results out of both names… Plus: Wedbush’s Dan Ives, who calls software the “safety blanket” in the storm here. Additionally within the hour: individual breakouts on new numbers from Comcast, Chipotle, Bristol Myers, and more.

Plus: A deep-dive on regulation under Trump 2.0 – in a wide-ranging interview with FTC Chairman Andrew Ferguson… spanning their cases against Uber/Meta/Amazon to how DOGE cutbacks might impact their work.

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Earnings and the Consumer, China-U.S. Trade War, Southwest CEO "First on CNBC" 04/24/25

podcasts@cnbc.com (CNBC) — Thu, 24 Apr 2025 14:34:06 +0000

After a two-day rally for stocks, Carl Quintanilla, Jim Cramer and David Faber discussed the markets digesting tariffs, the trade war and earnings.

Weaker consumer demand and tariff uncertainty impacting results and guidance from the likes of PepsiCo, Procter & Gamble and Chipotle.

Southwest Airlines CEO Bob Jordan joined the program to discuss the carrier cutting flights and withdrawing guidance. Also in focus: China denies

it is in ongoing trade talks with the U.S., Comcast earnings, chips rally, the Trump meme coin, what Netflix Co-CEO Ted Sarandos said about "saving Hollywood."

Disclosure: Comcast owns NBCUniversal, the parent company of CNBC.

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Cramer's Morning Take: Dover Corp 4/23/25

podcasts@cnbc.com (CNBC) — Wed, 23 Apr 2025 16:10:47 +0000

Cramer says watch this ‘very inexpensive’ industrial stock. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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SOTS 2nd Hour: Tesla’s Stock Surge, Cooling Trade Tensions, Live: World Bank President 04/23/25

podcasts@cnbc.com (CNBC) — Wed, 23 Apr 2025 15:35:17 +0000

Carl Quintanilla, David Faber and Sara Eisen discussed the big surge in stocks, extending yesterday’s rally, on hopes that U.S.-China trade tensions could soon ease. President Trump also signaled that he is not planning to remove Federal Reserve Chairman Jerome Powell from his post as the central bank leader. The desk also discussed the big rally for Tesla, despite the company missing on both the top and bottom lines for its latest quarter. Also in the show: Sara Eisen sat down with the World Bank President, Ajay Banga.

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Markets Extend Rally, Boeing CEO Exclusive, Musk’s DOGE Comments Overshadow Tesla's Miss 04/23/25

podcasts@cnbc.com (CNBC) — Wed, 23 Apr 2025 14:39:28 +0000

Carl Quintanilla, Jim Cramer and David Faber covered all of the bases as the markets surged for a second straight day, including the Dow aiming for another

1,000-point session. Catalysts ranging from President Trump saying he has "no intention" of firing Fed Chair Powell to the latest White House developments

on China tariffs. Boeing CEO Kelly Ortberg joined the program to discuss the jet maker's quarterly results that gave a big lift to the stock. Tesla shares also in rally mode

despite a big Q1 miss: Elon Musk said he plans to spend less time on DOGE. Also in focus: The AI trade and data centers, AT&T's customer gains and higher profits.

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Cramer's Morning Take: Danaher 4/22/25

podcasts@cnbc.com (CNBC) — Tue, 22 Apr 2025 16:29:25 +0000

Cramer says he expects this beaten-down FinTech stock to make a comeback. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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SOTS 2nd Hour: Markets Rebound, IMF Cuts Estimates, and ECB President Lagarde 4/22/25

podcasts@cnbc.com (CNBC) — Tue, 22 Apr 2025 15:19:34 +0000

Dow, S&P, and Nasdaq holding onto gains as stocks try to rebound off fresh lows – Sara Eisen, David Faber, and Carl Quintanilla discussed the latest on a big day of earnings and tariff headlines. New this morning: the International Monetary Fund cutting U.S. growth estimates - on tariff headwinds… As names from 3M to GE Aerospace to RTX warn of fresh impacts. Why Barclays says tech might be worth buying here – and more on what to expect from Tesla ahead of results this afternoon.

Also this hour: a wide-ranging interview with European Central Bank President Lagarde… Spanning trade, tariffs, Trump, and even Powell. Why she does not see a recession ahead for Europe – but the U.S. could be a different story.

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Rebound Rally, the Trump-Powell Effect, Earnings and "Tariff Sensitivity" 4/22/25

podcasts@cnbc.com (CNBC) — Tue, 22 Apr 2025 14:36:57 +0000

Carl Quintanilla, Jim Cramer and David Faber explored stocks recouping most of their losses from Monday's sell-off, which put the Dow on track for its worst April since the Great Depression.

Jim weighed in on President Trump's criticism of Fed Chair Powell and its impact on the markets. The anchors also discussed earnings from the likes of Verizon, GE Aerospace and 3M -- which saw

its shares jump despite the addition of "tariff sensitivity" to its guidance. Also in focus: Warren Buffett's timely Apple stock sale, what Goldman Sachs CEO David Solomon told CNBC about tariffs,

Boeing sells some of its digital aviation assets to Thoma Bravo for $10.55 billion, International Monetary Fund slashes its 2025 U.S. growth forecast.

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Cramer's Morning Take: Capital One 4/21/25

podcasts@cnbc.com (CNBC) — Mon, 21 Apr 2025 15:47:56 +0000

Cramer says this ‘catalyst-driven’ financial stock is a buying opportunity. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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SOTS 2nd Hour: Stocks Fall, Trump Vs. Powell, and Apollo’s Recession Odds 4/21/25

podcasts@cnbc.com (CNBC) — Mon, 21 Apr 2025 15:36:46 +0000

Dow, S&P, and Nasdaq kicking off the week in the red - with all the Mag-7 sitting firmly lower. Sara Eisen, David Faber, and Carl Quintanilla broke down the latest for stocks after a weekend of growing calls from President Trump for Fed Chair Powell to be fired… and ahead of huge IMF and World Bank meetings in DC. What investors need to know, and where things stand (on jobs, inflation, consumer sentiment and more) heading into the action, including a breakdown of CNBC’s latest All-America Economic survey results.

Plus: a deep dive with Apollo Chief Economist Torsten Slok, on the heels of a new note from the firm arguing there’s a 90% probability of a US recession this year – and more with one former U.S. Trade Representative who calls tariffs an “exit ramp” for better policy.

Also within the hour: a Netflix bull-bear debate post-results, the latest out of DOJ Vs. Google, and a live report from the Vatican as tributes roll-in for Pope Francis.

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Market Sell-Off: Pres. Trump Ramps Up Attacks on Fed's Powell 4/21/25

podcasts@cnbc.com (CNBC) — Mon, 21 Apr 2025 14:45:37 +0000

Carl Quintanilla, Jim Cramer and David Faber discussed the markets kicking off a new week in sell-off mode. The anchors reacted to President Trump attacking Jerome Powell in a new Truth Social post and calling the Fed Chair a "loser" for not cutting interest rates. Tariff uncertainty and recessions fears also weighing on investor sentiment and sending the U.S. dollar to three-year lows. Also in focus: Pope Francis dies at 88, Netflix rises on earnings, "Faber Report" on Elon Musk and xAI investors, analyst calls on Tesla, Disney and Salesforce.

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SOTS 2nd Hour: Tale of 2 Healthcare Stocks (UNH, LLY), CSX & Charles Schwab CEOs, Plus: Sen. Elizabeth Warren Talks Tariffs 04/17/25

podcasts@cnbc.com (CNBC) — Thu, 17 Apr 2025 16:11:31 +0000

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Cramer's Morning Take: Eli Lilly 4/17/25

podcasts@cnbc.com (CNBC) — Thu, 17 Apr 2025 16:03:02 +0000

Jim and Jeff discuss this pharmaceutical stock's drug trials. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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UnitedHealth Plunges, Lilly Gains on Weight-Loss Pill, Trump Slams Powell 4/17/25

podcasts@cnbc.com (CNBC) — Thu, 17 Apr 2025 14:37:05 +0000

Wrapping up a volatile holiday-shortened trading week, Carl Quintanilla, Jim Cramer and David Faber delved into two big movers: UnitedHealth plunging and dragging the Dow into sell-off mode after posting an earnings miss and slashing guidance due to higher medical care costs. A different story for Eli Lilly -- shares surging in reaction to late-stage trial results involving its experimental obesity pill. The anchors reacted to President Trump's Truth Social post blasting Jerome Powell -- it says the Fed chair's "termination cannot come fast enough." Also in focus: Nvidia CEO Jensen Huang visits China and Taiwan Semiconductor beats on earnings after Wednesday's chip sector sell-off, "Faber Report on" Global Payments' $22.7 billion acquisition.

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SOTS 2nd Hour: Trump Tariffs Latest: Nvidia’s $5.5B Hit, Rare Earth Metals Probe, and More 04/16/25

podcasts@cnbc.com (CNBC) — Wed, 16 Apr 2025 15:54:31 +0000

Stocks across the board kicking off Wednesday in the red as Nvidia and the chips drag Tech lower – Carl Quintanilla, David Faber, and Leslie Picker broke down the latest for stocks on a busy morning of earnings and DC headlines, along with fresh data top of the hour. What it all means for stocks like Nvidia and AMD – as both warn of big costs tied Trump’s new curb on chips going to China… Plus: Citi’s U.S. Equity Strategist joined the team with his take on things – fresh off lowering his estimates for the S&P.

Also in focus: United Airlines reporting results – what their CEO is saying about the consumer; A look at whether better-than-feared Retail Sales could be the calm before the storm; The numbers behind a historic boom in 0-day options; And a live read from outside the courtroom as the FTC’s antitrust case against Meta continues for a 3rd day

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Chips Pain: Nvidia, AMD Slide on U.S. Export Restrictions to China 4/16/25

podcasts@cnbc.com (CNBC) — Wed, 16 Apr 2025 14:37:43 +0000

Carl Quintanilla, Jim Cramer and David Faber led off the show by exploring the tech sector under pressure, especially the chips. Shares of Nvidia and AMD down sharply after both companies said they would take charges related to new U.S. curbs on chip exports to China. What should investors do with Nvidia and other semiconductor stocks? Also in focus: The state of the U.S.-China trade war, March retail sales beat, Mark Zuckerberg and the FTC-Meta trial, United Airlines and other earnings winners bucking the market downtrend.

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SOTS 2nd Hour: Stocks Gain, Earnings Wrap-Up, Plus: Bank of America Chairman & CEO 04/15/25

podcasts@cnbc.com (CNBC) — Tue, 15 Apr 2025 16:02:59 +0000

Another day of gains on the S&P, Dow, and Nasdaq: all in the green for the first hour of trade… David Faber, Carl Quintanilla, and Sara Eisen broke down the latest for stocks on a busy morning of headlines and reports. Why the head of investing for Morgan Stanley’s Wealth Management division says U.S. equities are worth holding onto – and a deep dive into 3 tariff headlines: China reportedly halting Boeing deliveries as trade tensions intensify, Trump’s new investigation into pharmaceutical imports (and potential road to new tariffs on the industry), and LVMH’s consumer concerns – as they warn of a “disrupted geopolitical and economic environment”.

Also this hour: a wide-ranging interview with Bank of America Chairman & CEO Brian Moynihan, fresh off quarterly results there… Key Topics? Markets, Bonds, Consumer Trends, and more.

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Bearish Sentiment, Trade War/Tariffs Effect, Earnings Beats for BofA and Citi 4/15/25

podcasts@cnbc.com (CNBC) — Tue, 15 Apr 2025 15:01:11 +0000

With the major indices aiming for a third consecutive day of gains, Carl Quintanilla, Jim Cramer and David Faber reacted to a new survey that shows investors haven't been this bearish about growth in 30 years. Tariffs and the trade war also in the spotlight: President Trump setting the stage for tariffs on chips and pharmaceuticals, China reportedly orders its airlines not to accept deliveries of Boeing jets. Also in focus: Bank of America and Citi post earnings beats, what Johnson & Johnson's CFO told CNBC about pharma tariffs, Netflix's $1 trillion goal, luxury pain for LVMH, activism lifts HPE shares.

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Cramer's Morning Take: Apple 4/14/25

podcasts@cnbc.com (CNBC) — Mon, 14 Apr 2025 16:13:23 +0000

Jim and Jeff explain the tariff exemptions' impact on this mega cap tech stock. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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SOTS 2nd Hour: Tariffs Latest: Key Headlines and What It Means For Big Tech… Plus: FTC VS. Meta & A Big Banks Breakdown 04/14/25

podcasts@cnbc.com (CNBC) — Mon, 14 Apr 2025 15:47:17 +0000

S&P, Dow, and Nasdaq all kicking off the week in the green for the first hour of trade – David Faber, Carl Quintanilla, and Leslie Picker broke down the latest headlines out of Washington amidst some confusion on tariff carve-outs for key products like laptops and smartphones. What the White House is saying – plus more on what it could mean for Apple and Nvidia, as those shares gain.

Also in focus: Who will drive the Post-American Global Economy? Former U.K. Treasury Minister and once Chairman of Goldman’s Asset Management Business, Jim O’Neill joined the team fresh off a new op-ed arguing for new strategies here… And CNBC’s Steve Liesman broke down new worries over the Dollar, hitting 3-year lows in the session.

Plus: how to play the bank stocks here, as Goldman becomes the latest of the group to report new numbers – and CEO David Solomon warns of recession risks on the call… And what’s at stake in the FTC’s growing battle with Meta, as their antitrust case kicks off in court today.

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Stocks Jump on Tariff Exemptions, Apple Shines, Goldman Sachs Beats 4/14/25

podcasts@cnbc.com (CNBC) — Mon, 14 Apr 2025 14:33:48 +0000

After an historically volatile week for stocks, Carl Quintanilla, Jim Cramer and David Faber discussed the tech sector leading stocks into rally mode -- after the White House announced tariff exemptions for smartphones and other electronics, though President Trump called such exemptions temporary. Apple shares among the big winners on the tariff news, while several Wall Street firms issued calls on the stock. Also in focus: Goldman Sachs' earnings beat, Nvidia to manufacture AI supercomputers entirely in the U.S., FTC-Meta antitrust trial.

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Cramer's Morning Take: Apple 4/11/25

podcasts@cnbc.com (CNBC) — Fri, 11 Apr 2025 16:17:21 +0000

Jim Cramer and Jeff discuss the tariff headwinds this Big Tech stock faces. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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SOTS 2nd Hour: Another Day, Another Trade Headline: China’s Latest Moves + What It Means For Stocks and Bonds 4/11/25

podcasts@cnbc.com (CNBC) — Fri, 11 Apr 2025 15:24:03 +0000

S&P, Dow, and Nasdaq all on pace for gains week-to-date, despite another volatile first hour of trade: Sara Eisen, David Faber, and Michael Santoli broke down the latest as China strikes back with additional tariffs on U.S. goods and bond yields see another big jump. Consumer Sentiment coming in at multi-year lows before the team headed live to Beijing for a read from the ground – and Trivariate’s Adam Parker discussed his top picks here, along with Goldman’s Chief U.S. Economist -fresh off the firm’s quick turn on a recession call earlier this week.

Plus: A deep-dive into new numbers out of the Big Banks… JPMorgan, Wells Fargo, and Morgan Stanley all reporting results this morning: what they’re saying about the consumer – and President Trump’s tariff moves.

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Volatile Week: U.S.-China Tariff Showdown, Big Bank Earnings, BlackRock CEO Fink "First on CNBC" 4/11/25

podcasts@cnbc.com (CNBC) — Fri, 11 Apr 2025 14:46:08 +0000

After a Thursday sell-off that negated much of Wednesday's historic rally in stocks, David Faber and Jim Cramer discussed what's next for investors after a volatile week

for equities and the 10-year Treasury yield topping 4.5-percent. China retaliates against the U.S. by raising tariffs on American goods to 125-percent. The financial sector

kicks off earnings season with quarterly results from JPMorgan Chase, Wells Fargo, BlackRock and Morgan Stanley. BlackRock CEO Larry Fink joined the anchors at Post 9

and offered his take on issues including tariffs, inflation and market volatility. Also in focus: JPMorgan Chase CEO Jamie Dimon's earnings call comments on tariffs and recession risks.

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Cramer's Morning Take: Nvidia & Broadcom 4/10/25

podcasts@cnbc.com (CNBC) — Thu, 10 Apr 2025 16:48:49 +0000

Jim and Jeff discuss why investors are circling this semiconductor stock. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines.

Signup here: cnbc.com/morningtake

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SOTS 2nd Hour: Stocks Tumble After Historic Rally, Inflation Rate Eases, Tech Tumbles Again 04/10/25

podcasts@cnbc.com (CNBC) — Thu, 10 Apr 2025 16:09:30 +0000

David Faber, Sara Eisen and Mike Santoli began the show by breaking down the massive drop in stocks a day after Wall Street had an historic rally. All the Magnificent 7 tech stocks were under pressure with Tesla the biggest laggard of the group, following 3 firms cutting their price targets on the stock. The desk also discussed this morning’s CPI print; The consumer price index fell a seasonally adjusted 0.1% in March, putting the 12-month inflation rate at 2.4%, down from 2.8% in February.

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Market Sell-Off on Wall Street After Historic Rally 04/10/25

podcasts@cnbc.com (CNBC) — Thu, 10 Apr 2025 14:49:26 +0000

David Faber and Jim Cramer explored what to make of Thursday's stock market sell-off and Treasury yield action, one day after President Trump's

reversal on tariff policy sparked a historic rally on Wall Street -- including the Dow's biggest one-day point gain ever and the Nasdaq's best session since 2001.

At the White House, Council of Economic Advisers Chairman Stephen Miran joined the program to discuss tariffs and tamer-than-expected March consumer

inflation data. The anchors reacted to what Amazon CEO Andy Jassy told CNBC about AI and data centers. Also in focus: Bank earnings preview, CarMax tumbles.

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Cramer's Morning Take: Apple, Broadcom 4/9/25

podcasts@cnbc.com (CNBC) — Wed, 9 Apr 2025 15:56:24 +0000

Jim Cramer and Jeff Marks discuss the latest on the trade war. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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SOTS 2nd Hour: Tariffs Latest: Yields Jump, CEOs Speak Out, and More On How To Trade It 4/9/25

podcasts@cnbc.com (CNBC) — Wed, 9 Apr 2025 15:27:29 +0000

A volatile first hour of trade as the EU and China make new tariff moves: Sara Eisen, David Faber, and Michael Santoli broke down the latest alongside fresh reporting from the White House, Beijing, and more. Plus, what Trump’s promise of new tariffs on pharmaceuticals could mean for the group, as stocks like Eli Lilly and Novo Nordisk take a leg lower – and the breakdown of what could be driving this big jump in treasury yields overnight.

Also in focus: Delta and Walmart pulling guidance – what’s driving the move and what comes next; Longtime market veteran Bob Doll joined the team with his stock playbook for volatility; and CEOs starting to sound-off on tariffs… Why the head of furniture retailer Ethan Allen says Trump’s gone “too far” here.

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Tariff Showdown: China and EU vs. U.S., Treasury Yields Spike, Market Volatility 4/9/25

podcasts@cnbc.com (CNBC) — Wed, 9 Apr 2025 14:40:35 +0000

Another volatile day on Wall Street as David Faber and Jim Cramer dissect market reaction to the trade war. China ramps up its tariffs on U.S. imports to 84-percent -- retaliating against President Trump's 104-percent levy on Chinese goods -- while the European Union outlines its own retaliatory tariffs against the U.S. The anchors also explored 10-year Treasury yields surging by as much as 4.5-percent and what it all means for liquidity. Also in focus: Minneapolis Fed President Neel Kashkari on inflation vs. tariffs, what the CEOs of Walmart and Delta Air Lines said about tariff uncertainty and guidance, President Trump's "BE COOL" social media post, the "Magnificent 7" trade.

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Cramer's Morning Take: Broadcom 4/8/25

podcasts@cnbc.com (CNBC) — Tue, 8 Apr 2025 16:57:28 +0000

Cramer says he’s not ready to buy more of this semiconductor stock. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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SOTS 2nd Hour: Stocks Stage A Rebound: The Tariff Playbook, Plus Outlook for Energy & Semis 4/8/25

podcasts@cnbc.com (CNBC) — Tue, 8 Apr 2025 15:42:10 +0000

Stocks staging a rebound in the first hour of trade: Sara Eisen, David Faber, and Michael Santoli broke down the latest alongside fresh headlines on the tariff front, as China promises to “fight to the end” – and U.S. Trade Representative Jamieson Greer takes the hot seat on Capitol Hill to defend the President’s tariff strategy. Why CFRA’s Chief Investment Strategist is sticking with his 6,585 12-month target for the S&P – for now… Plus, Jefferies playbook for tariff volatility.

Also in focus: a number of sectors hovering at fresh 52-week lows, including Energy and Semiconductor stocks... RBC’s Helima Croft discussed the outlook for oil prices while one of the street’s top semi analysts talked top picks; Plus, a deep dive on the news sending shares of Medicare insurers like Humana surging in the AM trade.

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Rebound on Wall Street: Stocks Surge on Tariff Talk Hopes 4/8/25

podcasts@cnbc.com (CNBC) — Tue, 8 Apr 2025 14:54:21 +0000

David Faber and Jim Cramer delved into a strong rebound for stocks after a big three-day broader market sell-off. Positive sentiment sparked by hopes for tariff negotiations between the U.S. and its trading partners. What should investors do now? Also in focus: President Trump posted on social media about a potential trade deal with South Korea, China vows to "fight to the end" in its tariff battle against the U.S., Treasury Secretary Scott Bessent's comments to CNBC about China's "big mistake," the 10-year note yield jumps above 4.2%, shares of health insurers surge on Medicare payment rate hikes, Apple reportedly plans to source more iPhones from India in wake of China tariffs.

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Cramer's Morning Take: Tariff Impact 4/7/25

podcasts@cnbc.com (CNBC) — Mon, 7 Apr 2025 17:15:31 +0000

Jim and Jeff discuss the market sell-off and tariff impact. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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SOTS 2nd Hour: Stocks Swing On Tariff Headlines: What Investors Should Know 4/7/25

podcasts@cnbc.com (CNBC) — Mon, 7 Apr 2025 15:33:19 +0000

A volatile morning for stocks after a report that the White House was contemplating a 90-day pause on tariffs – a report that’s now been confirmed as “fake news” by the administration… Sara Eisen, David Faber, Carl Quintanilla broke down the latest swings and returned to Washington for fresh color throughout the hour. Why longtime market vet and Wharton Professor Jeremy Siegel is calling tariffs “the worst policy mistake in 95 years” – plus, Rockefeller’s Ruchir Sharma, fresh off an op-ed arguing the Federal Reserve shouldn’t rescue markets here.

Also in focus: big weakness in big tech – the worst performing sector on the year, as all of the Mag-7 sits in correction territory… Wedbush’s Dan Ives joined the team to breakdown the move, and his choice to cut estimates on Apple & Tesla on tariff concerns.

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Tariffs and the Global Market Sell-Off: S&P 500 Touches Bear Territory 4/7/25

podcasts@cnbc.com (CNBC) — Mon, 7 Apr 2025 14:50:54 +0000

After nearly $6 trillion in U.S. market value was wiped out over last week's final two trading sessions, Carl Quintanilla, Jim Cramer and David Faber explored the global stock sell-off extending into a new week. The S&P 500 falls into bear market territory as President Trump stands pat on his tariff plan. The anchors discussed what Trump cabinet members, Elon Musk, Jamie Dimon and various CEOs are saying about tariffs. Jim offered his take on how low the S&P 500 could go. Also in focus: Tesla and the political exposure weighing on the stock.

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SOTS 2nd Hour: Economic Outlooks & Recession Odds 4/4/25

podcasts@cnbc.com (CNBC) — Fri, 4 Apr 2025 16:09:22 +0000

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Sell-Off Deepens, China Retaliates Against the U.S. With Tariffs, Labor Sec. on Jobs Report 4/4/25

podcasts@cnbc.com (CNBC) — Fri, 4 Apr 2025 14:37:31 +0000

After the worst day for stocks since 2020, Carl Quintanilla and Jim Cramer drilled down on the extension of the global market sell-off, the deeper decline sparked by China retaliating against the U.S. by imposing 34% tariffs on American goods. Hear what Jim had to say about President Trump's tariff game plan. Tech among the sectors extending Thursday's losses: Apple's valuation falls below $3 trillion. Treasury Secretary Lori Chavez-DeRemer joined the program with White House reaction to the March jobs report. She and the anchors also discussed tariffs and the labor force. Also in focus: the 10-year yield falls below 4%.

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SOTS 2nd Hour: Trump’s Tariff Sell-off: Key Laggards & How To Trade it – Plus: Former Treasury Sec. Steven Mnuchin 4/3/25

podcasts@cnbc.com (CNBC) — Thu, 3 Apr 2025 15:39:38 +0000

A massive sell-off across the street as investors work through President Trump’s new tariffs – Sara Eisen, David Faber, and Carl Quintanilla broke down the latest along with the key laggards to watch across retail, autos, banks, and more. The Mag-7 erasing nearly a trillion dollars in collective market value... and many questioning the Trump Administration’s methods when it comes to their “Discounted Reciprocal Tariffs” (Senior Economics Reporter Steve Liesman explains the math this hour).

Plus: Former Treasury Secretary Steve Mnuchin joined Post-9 for a wide ranging interview - talking Trump, tariffs, trade, and even Tiktok.

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Market Sell-Off: Stocks Slammed on Trump Tariff Announcement 4/3/25

podcasts@cnbc.com (CNBC) — Thu, 3 Apr 2025 14:51:08 +0000

Carl Quintanilla, Jim Cramer and David Faber covered all of the bases regarding Thursday's global market sell-off, sparked by the sweeping new tariffs unveiled by President Trump right after Wednesday's close of trading. Apple shares poised for their worst day since 2020. Tech, retail, autos and banks among the sectors taking a hit. Jim outlined some bright spots in this market. Also in focus: What Commerce Secretary Howard Lutnick told CNBC about tariffs and U.S. markets, China’s reaction to Pres. Trump's tariff announcement, RH plummets and CEO Gary Friedman delivers a colorful comment on the company's earnings call.

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Cramer's Morning Take: Capital One 4/2/25

podcasts@cnbc.com (CNBC) — Wed, 2 Apr 2025 16:19:45 +0000

Jim and Jeff discuss the positive moves around this financial stock. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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SOTS 2nd Hour: Tariffs Latest Ahead of Trump’s Remarks, Tesla’s Road Ahead, and Newsmax Shares Slump 4/2/25

podcasts@cnbc.com (CNBC) — Wed, 2 Apr 2025 15:26:12 +0000

A mixed morning for stocks as President Trump’s “Liberation Day” begins – with key policy details coming at 4 PM Eastern. Sara Eisen, David Faber, and Carl Quintanilla discussed where things stand when it comes to consumers, CEO confidence, and more to start the hour – alongside fresh manufacturing data. Why BMO’s Brian Belski says the street is overreacting here on recession fears… Plus – the head of policy at the U.S. Chamber of Commerce, who’s forecasting higher prices ahead as a result.

Also in focus: Tesla deliveries disappoint – former Ford CEO Mark Fields joined the team to breakdown the numbers, and the road ahead; What’s driving volatility in shares of Newsmax, as shares plummet off recent highs; And a look at whether gold’s rally has more room to run here.

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Trump Tariffs Countdown, Tesla's Delivery Miss, Triple Whammy for Musk 4/2/25

podcasts@cnbc.com (CNBC) — Wed, 2 Apr 2025 14:50:38 +0000

Carl Quintanilla, Jim Cramer and David Faber led off the show with Wall Street bracing for President Trump's tariff announcement due out Wednesday.

The anchors explored what's at stake for global markets and businesses. A triple whammy for Elon Musk: Tesla's Q1 deliveries missed analyst expectations,

its China-made EV sales slumped in March and a judge defeated her Musk-backed opponent in the Wisconsin Supreme Court election.

Also in focus: What Ontario Premier Doug Ford told CNBC ahead of Trump's tariff announcement, CoreWeave's post-IPO rebound and Newsmax's 1700% surge.

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Cramer's Morning Take: Johnson & Johnson 4/1/25

podcasts@cnbc.com (CNBC) — Tue, 1 Apr 2025 16:07:00 +0000

Jim and Jeff discuss why they believe this health care stock could be a buy. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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SOTS 2nd Hour: “Liberation Day” Latest, Goldman’s Chief U.S. Economist on Stocks, & AIG CEO Talks AI 04/01/25

podcasts@cnbc.com (CNBC) — Tue, 1 Apr 2025 15:37:14 +0000

S&P and Nasdaq coming off their worst quarter since 2022 - Sara Eisen, David Faber, and Carl Quintanilla broke down the latest for stocks with one day to go until President Trump’s big “Liberation Day” of additional tariffs, and a number of key questions remain. Goldman’s Chief U.S. Economist David Kostin joined the team ahead of things… as the firm raises their recession odds, and lowers their S&P target for year-end. Plus, the latest from the White House when it comes to possible scenarios tomorrow.

Also in focus: Are airline stocks grounded here? The team discussed a new downgrade of key names from Jefferies, and got a read from the ground with the CEO of one budget carrier; What the privatization of Fannie and Freddie could mean for consumers - with the head of one of the biggest commercial real estate financing firms on street, Walker & Dunlop; And a deep-dive with the CEO of AIG on how AI is changing the insurance game.

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Q2 Playbook, Cramer Slams Bears on Nvidia, "White Lotus" Surprise 4/1/25

podcasts@cnbc.com (CNBC) — Tue, 1 Apr 2025 14:38:40 +0000

After the worst quarter for stocks since 2022, Carl Quintanilla, Jim Cramer and David Faber explored how investors should navigate the markets in Q2 – especially in light

of President Trump's reciprocal tariff announcement slated for Wednesday. The "Magnificent 7" in focus after their rough Q1: Cramer sounds off after posting on social media

about the "savage attack on NVDA by the bears." Also in focus: A federal bankruptcy judge rejects Johnson & Johnson's talc lawsuit settlement proposal, "buy" calls on Apple,

actor Walton Goggins of HBO's "The White Lotus" joined the anchors at Post 9 in a surprise appearance.

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SOTS 2nd Hour: Last Trading Day of Q1, Tech-Tonic Shifts, Live: Rocket Companies CEO 03/31/25

podcasts@cnbc.com (CNBC) — Mon, 31 Mar 2025 15:37:15 +0000

Carl Quintanilla, Courtney Reagan, and David Faber began the hour by discussing the last trading day of the quarter, with the S&P and Nasdaq on pace to break a 5-quarter win streak. The technology sector was one of the worst performing groups to start 2025, as names like Nvidia and Tesla largely outperformed the S&P. CNBC correspondent Megan Cassella also joined the show live from the White House to discuss President Trump’s tariffs set to take place on April 2. Later in the hour, Rocket Companies CEO Varun Krishna joined the program to discuss the company’s latest acquisition of mortgage servicer Mr. Cooper.

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Tariffs and the Sell-Off, Musk vs. Tesla Protests, BlackRock CEO Fink's "Private" Message 3/31/25

podcasts@cnbc.com (CNBC) — Mon, 31 Mar 2025 14:53:23 +0000

Carl Quintanilla, Jim Cramer and David Faber kicked off the final trading day of March and the first quarter with stocks – especially tech -- extending Friday's sell-off,

as Wall Street anticipates Wednesday's tariff announcement by President Trump Jim outlined what investors' buying strategy should be in this market environment.

Also in focus: Goldman Sachs' note on recession risks, Elon Musk responds to Tesla protests and his company's slumping stock, Musk's xAI buys social media platform X,

BlackRock CEO Larry Fink's annual letter to investors -- and his push to give individuals better access to private markets, day 2 for CoreWeave after its flat public debut.

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Cramer's Morning Take: Auto Tariffs & Inflation 3/28/25

podcasts@cnbc.com (CNBC) — Fri, 28 Mar 2025 15:58:47 +0000

Jim Cramer explains why the market is ‘struggling’. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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SOTS 2nd Hour: CoreWeave IPO, Lulu’s Consumer Warning, Trump vs. Big Law 3/28/25

podcasts@cnbc.com (CNBC) — Fri, 28 Mar 2025 15:47:43 +0000

CoreWeave set to go public on the NASDAQ today – in the street’s biggest U.S. tech offering since 2021… David Faber, Carl Quintanilla, and Courtney Reagan broke down the latest indications this hour - and talked expectations ahead of the first trade with a Senior Managing Partner from Magnetar (the largest institutional investor in CoreWeave; they’re set to own ~29% of Class A shares after the offering). Plus, the latest from the ground at the NASDAQ with their Head of Capital Markets.

Also in focus: Lululemon’s consumer warning – the team had a bull/bear debate about what to do with shares after tough guidance last night; and the latest out of Washington, as President Trump’s battle with ‘Big Law’ grows… and Evercore’s Senior Chairman & Founder Roger Altman says the move is bad for business.

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Inflation and Tariff Watch, CoreWeave's IPO and AI, Lululemon Tumbles 3/28/25

podcasts@cnbc.com (CNBC) — Fri, 28 Mar 2025 14:36:57 +0000

Carl Quintanilla, Jim Cramer and David Faber delved into a lot of news for the markets to digest, including the Fed's preferred inflation gauge: February Core PCE came in hotter than expected. The anchors reacted to a report which says President Trump warned automakers not to raise prices in reaction to tariffs. Ahead of its Friday public debut, Nvidia-backed AI cloud provider CoreWeave priced its IPO well below the expected range. Also in focus: Lululemon slides on weak sales guidance and a "cautious consumer," short seller vs. AppLovin, Deutsche Bank slashes its Tesla price Target.

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Cramer's Morning Take: Auto Tariffs 3/27/25

podcasts@cnbc.com (CNBC) — Thu, 27 Mar 2025 15:49:43 +0000

Cramer weighs the impact of tariffs on U.S. automakers. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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SOTS 2nd Hour: More Tariff Headlines, CoreWeave IPO Latest, & Related Cos CEO on Data Center Push 3/27/25

podcasts@cnbc.com (CNBC) — Thu, 27 Mar 2025 15:48:22 +0000

President Trump announcing a “permanent” 25% tariff on cars made outside the United States: Sara Eisen, David Faber, and Carl Quintanilla broke down the latest alongside fresh housing data top of the hour. Why Wolfe Research’s Head of Policy calls the move hawkish for equities at large - and a deep dive with S&P Global’s Chief Economist for Canada & the U.S. as they cut their growth estimates for the U.S. on policy concerns… Taking the other side? Goldman’s Jonny Fine – joining the team at Post 9 with his read on a what he calls a “resilient” and healthy credit market.

Also in focus: AI demand – Related Companies CEO Jeff Blau on the broadcast to talk his company’s move into AI investing (as they try to raise up to $8B for data center developments) and the details behind CoreWeave’s upcoming IPO, as concerns grow around pricing.

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Trump Auto Tariffs Effect, Big AI Bets, IPO Watch: Nvidia-CoreWeave Connection 3/27/25

podcasts@cnbc.com (CNBC) — Thu, 27 Mar 2025 15:13:28 +0000

Carl Quintanilla, Jim Cramer and David Faber explored President Trump's decision to implement 25% tariffs on vehicles and auto parts manufactured outside of the U.S. Shares of General Motors, Ford and overseas automakers under pressure in reaction to that news out of the White House, but Tesla among the gainers. AI in the spotlight: OpenAI expects to triple its revenue this year, new developments surrounding Nvidia-backed CoreWeave and its IPO pricing, real estate firm Related Companies launches an effort to raise $8 billion in capital for data center development.

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SOTS 2nd Hour: Nvidia China Concerns, Dollar Tree’s Discount Deal, & President Trump’s “Recession Roulette”? 03/26/25

podcasts@cnbc.com (CNBC) — Wed, 26 Mar 2025 15:28:37 +0000

Sara Eisen, David Faber, and Carl Quintanilla broke down fresh tariff clarity top of the hour as tech stocks like Nvidia and Tesla drag… Why one investing head at Wells Fargo says the U.S. is still the place to be when it comes to equities, plus Fmr. Fed Vice Chair Alan Blinder – fresh off an op-ed at the journal warning President Trump is playing recession roulette with the American economy. Additionally, the team got new numbers out of the Congressional Budget Office, forecasting the government could hit the debt ceiling as soon as August.

Also in focus: big tech, as communication services lags and concerns grow around Nvidia’s China business – CNBC broke down key outperformers year-to-date; a deep dive on what some are calling retail’s “worst deal of the year” (Dollar Tree/Family Dollar); a look at Hyundai’s new robot-filled factory in Georgia; and more on Gamestop’s potential move into crypto.

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Tariffs and the AI Trade, Trump's China Tech Blacklist, Apple's Cook Praises DeepSeek 3/26/25

podcasts@cnbc.com (CNBC) — Wed, 26 Mar 2025 14:34:20 +0000

Carl Quintanilla, Jim Cramer and David Faber discussed how investors should navigate the markets in light of tariff-related developments. President Trump ramps up his push to limit China's access to technology: The White House added more than 50 Chinese companies to its export blacklist. The anchors explored what it all means for Nvidia and the AI trade -- and reacted to Apple CEO Tim Cook praising DeepSeek’sAI models during his visit to China. Also in focus: Dollar Tree sells Family Dollar, Nvidia-backed CoreWeave gears up for its IPO.

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Cramer's Morning Take: Capital One 3/25/25

podcasts@cnbc.com (CNBC) — Tue, 25 Mar 2025 15:34:14 +0000

Jim and Jeff discuss Alibaba's warning of a potential AI bubble in the U.S. and BTIG upgrading Capital One on Discover Financial deal prospects. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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SOTS 2nd Hour: Apple’s Dwindling China Business, Intel Leaders Testify, Live: CEA Chair Stephen Miran

podcasts@cnbc.com (CNBC) — Tue, 25 Mar 2025 15:27:29 +0000

Carl Quintanilla, Sara Eisen and David Faber discussed the markets aiming to continue yesterday’s massive rebound. They also brought in CNBC reporter Steve Kovach to discuss Apple’s China strategy with the iPhone maker struggling to boost sales overseas. Later in the show, CEA Chair Stephen Miran joined the program to discuss this morning’s consumer confidence data, as well as the economic impact of the April 2 tariffs. CNBC’s Eamon Javers also reported on the latest headlines out of Washington D.C., a day after a journalist was included in an encrypted group chat that discussed military operations.

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Stocks and Tariffs After the Rally, Joe Tsai's AI "Bubble" Warning, Tesla's Rebound 3/25/25

podcasts@cnbc.com (CNBC) — Tue, 25 Mar 2025 14:35:58 +0000

Carl Quintanilla, Jim Cramer and David Faber discussed the markets trying to extend Monday's rally in equities. The anchors

reacted to comments from Alibaba Chairman Joe Tsai, who warned about a potential AI data center "bubble." Tesla shares up more than

20% in less than a week -- and attempting to shrug off weak EU sales data. Also in focus: Boeing reportedly reconsidering its

guilty plea agreement, KB Home slides, oil’s winning streak, markets on tariff watch ahead of President Trump's April 2 announcement.

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SOTS 2nd Hour: Big Tech Rallies, Tariffs Latest, and Gauging A Market Bottom 03/24/25

podcasts@cnbc.com (CNBC) — Mon, 24 Mar 2025 15:46:18 +0000

Headlines over the weekend that President Trump’s April 2nd tariffs could include certain carve outs - Sara Eisen and David Faber broke down the latest as key sectors like Chips, Tech, and the Autos rally. Wharton School Professor Jeremy Siegel joined the team with his take - arguing a rally to new highs is unlikely here – while Citi’s Chief U.S. Equity Strategist took the other side… saying the fundamentals still support a bull market.

Also in focus: Microsoft breaking its longest losing streak since 2008… Has Big Tech bottomed here? Plus, the latest on next-gen weight-loss drugs out of Eli Lilly and Novo Nordisk; and a look at the fallout in for businesses and the legal community, after a new executive order from President Trump targeting Paul Weiss.

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Markets and Tariffs: Stocks Rally, Tesla Surges, China Courts Top CEOs 3/24/25

podcasts@cnbc.com (CNBC) — Mon, 24 Mar 2025 14:33:36 +0000

With the S&P 500 and Nasdaq snapping four-week losing streaks on Friday, David Faber and Jim Cramer explored Monday's market rally, sparked by reports

President Trump will narrow tariffs set to be announced April 2. Tesla among the biggest gainers as the stock looks to avoid a ten-week losing streak.

The anchors discussed AI-related developments on the heels of last week's Cramer interview with Nvidia CEO Jensen Huang. Also in focus: Chinese officials

court Apple's Tim Cook and other CEOs at a development forum in Beijing, M&A deals, hedge fund pushes for a sale of Johnson & Johnson spin-off Kenvue.

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Cramer's Morning Take: Micron & Home Depot 3/21/25

podcasts@cnbc.com (CNBC) — Fri, 21 Mar 2025 15:53:46 +0000

Jim Cramer and Jeff Marks discuss the earnings from this chipmaker. They also discuss Cramer’s conversation with this home retailer’s CEO. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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SOTS 2nd Hour: Fed Commentary Hits Stocks, Nike & Fedex Warnings, Musk Says “Hold Onto Your Stock” 3/21/25

podcasts@cnbc.com (CNBC) — Fri, 21 Mar 2025 15:35:11 +0000

Sara Eisen and Michael Santoli broke down the latest for stocks on a busy morning of earnings and Fed commentary – NY Fed President Williams saying there’s clear signs that short term inflation expectations are going higher… While Chicago Fed President Goolsbee calls it ‘transitory’. Trivariate’s Adam Parker joined the team to talk top picks (Healthcare) and sectors to avoid (Consumer Discretionary). Plus, why UBS thinks it’s time to buy the homebuilders despite a murky rate picture.

Also in focus: consumer warnings out of Fedex and Nike. Sara and Mike broke down new numbers out of both names, along with the street’s take on what to do with the stocks. Plus, a deep-dive on Tesla – including headlines that trade-ins are hitting record highs – with one longtime investor who is now calling for Elon Musk to step down as CEO.

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Consumer Concerns, Musk: “Hold Onto Your Stock”, Honing in on Housing 3/21/25

podcasts@cnbc.com (CNBC) — Fri, 21 Mar 2025 14:26:30 +0000

Sara Eisen and Jim Cramer broke down the big drop in shares of Nike and FedEx following their respective quarterly results. Both CEOs warned about a slowing economy on their conference calls, with the FedEx CEO citing an “uncertain demand environment.” The show also hit shares of Tesla on pace for its 9th straight week of losses. During an all-hands employee meeting yesterday, CEO Elon Musk tried to reassure his employees to “hold onto your stock.” Also in the mix; Jim Cramer hit Lennar for his ‘Mad Dash’ following the company’s big drop in share price despite posting a beat on earnings.

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SOTS 2nd Hour: Fed Decision Breakdown, Accenture CEO, & Celtics Deal Latest 3/20/25

podcasts@cnbc.com (CNBC) — Thu, 20 Mar 2025 15:41:37 +0000

Another pause from the Fed when it comes to rates – alongside fresh commentary from Chair Jerome Powell: David Faber, Sara Eisen, and Michael Santoli discussed the latest for stocks top of the hour, including the Fed’s new economic projections around inflation and GDP. Plus, Stifel’s Chief Equity Strategist broke down what he’s calling a temporary “Relief Rally” for markets – ahead of a possible slowdown into year-end – and Accenture CEO Julie Sweet talked enterprise demand for AI after new quarterly results from the company. Also in focus: Tesla on pace to add to its longest weekly losing streak ever, the 2 things Wedbush says CEO Elon Musk needs to do to get the stock back on track… A breakdown of headlines that the Boston Celtics have been sold for $6B+… And the Street’s bull case for AI stocks – along with some key names to watch here.

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Cramer's Morning Take: Home Depot & Nvidia 3/20/25

podcasts@cnbc.com (CNBC) — Thu, 20 Mar 2025 15:38:55 +0000

Jim Cramer and Jeff Marks discuss their takeaways from this semiconductor latest event. They also discuss why this home retail stock could be a buy. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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Fed Holds Rates Steady, QXO Buys Beacon Roofing, Cramer Continues West Coast Tour 3/20/25

podcasts@cnbc.com (CNBC) — Thu, 20 Mar 2025 14:26:09 +0000

David Faber and Jim Cramer looked at the market reaction a day after the Fed held rates steady as expected. At his post-meeting news conference, Chair Powell said the current outlook is that any price jumps from tariffs likely will be short-lived. The desk also discussed the deal of the morning with QXO signing a deal for Beacon Roofing Supply. After the opening bells, the anchors looked at some of the day’s biggest movers, including the big drop in Accenture shares following the company’s latest earnings results.

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SOTS 2nd Hour: EXCLUSIVE: Nvidia CEO, plus AI Expert Takeaways & Trump’s Fired FTC Commissioner Fires Back 3/19/25

podcasts@cnbc.com (CNBC) — Wed, 19 Mar 2025 15:27:49 +0000

A huge interview this hour – Nvidia CEO Jensen Huang alongside Jim Cramer. David Faber, Sara Eisen, and Michael Santoli broke down the latest for the stock ahead of the action with an analyst from Piper Sandler, before Jensen and Jim dove into a wide-ranging deep-dive: covering everything from AI demand to new robotics technology. Afterwards, AI expert and CSIS Director of the Wadhwani AI Center Gregory Allen discussed key headlines – and why China still remains a risk here. Also in focus: the Fed on deck – with a rate decision, new economic forecasts, and Chair Powell’s news conference coming this afternoon. Plus – President Trump making headlines after firing both Democrat commissioners at the FTC: and one of them joined the team to discuss.

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Nvidia’s GTC Takeaways, Trump vs. FTC, Fed Decision on Deck 3/19/25

podcasts@cnbc.com (CNBC) — Wed, 19 Mar 2025 14:45:47 +0000

David Faber and Jim Cramer began the hour by breaking down the big takeaways from Nvidia’s 2025 GTC Event, including CEO Jensen Huang saying AI is at an “inflection point.” The anchors also discussed President Trump’s decision to fire 2 democratic commissioners at the FTC; both commissioners said that they were “illegally fired.” Faber and Cramer also looked ahead to the Fed decision on deck as well as the group’s thinking on the path for rates.

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SOTS 2nd Hour: Prepping For The Fed, Google’s Biggest Acquisition EVER, and Time To Look Overseas? 3/18/25

podcasts@cnbc.com (CNBC) — Tue, 18 Mar 2025 15:45:03 +0000

Stocks kicking off the morning in the red – David Faber, Michael Santoli, and Sara Eisen broke down the latest on the Fed front and where rates could be headed tomorrow. Why T. Rowe Price CIO Sébastien Page says to bet on international equities here over the SPX – plus, what Citi Wealth’s CIO is telling clients amid the volatility (“Do not buy the dip”). The team also discussed results of CNBC’s latest Fed Survey, as the street’s biggest investors and leaders say stocks are ‘overpriced’ here – the full report, this hour.

Also in focus: Google announcing its largest acquisition EVER – cloud security startup ‘Wiz’ for $32B… The key details, and what it means for the stock with an analyst from Roth Capital. Plus, speaking of big tech – a live read from the ground at Nvidia’s GTC Developer’s conference in San Jose.

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Cramer's Morning Take: Alphabet 3/18/25

podcasts@cnbc.com (CNBC) — Tue, 18 Mar 2025 15:32:53 +0000

Jim and Jeff discuss the news that Google has agreed to buy Wiz for $32 billion. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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Nvidia’s AI Message, Alphabet’s Scoop, FOMC Meeting Day 1 3/18/25

podcasts@cnbc.com (CNBC) — Tue, 18 Mar 2025 14:26:35 +0000

David Faber and Jim Cramer started the show by looking ahead to Nvidia’s big AI message, with CEO Jensen Huang set to deliver his keynote address later today. The anchors then shifted to the big deal of the morning; Google-parent Alphabet acquired cybersecurity company Wiz for $32 billion, the company’s largest acquisition ever. The desk also looked ahead to Fed Chair Powell’s decision on rates, as the Fed kicks off the first day of its 2-day meeting.

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SOTS 2nd Hour: Nvidia GTC Conference, Fed on Deck, NBC National Poll: Trump & The Economy 3/17/25

podcasts@cnbc.com (CNBC) — Mon, 17 Mar 2025 15:52:19 +0000

Fresh data top of the hour, with homebuilder sentiment hitting 7-month lows - David Faber, Sara Eisen, and Michael Santoli broke down the latest for stocks as the markets look ahead to a Fed Meeting and Nvidia's blockbuster 'GTC Developers Conference' this week. Why Melius research is bullish ahead of CEO Jensen Huang's keynote, this hour - and a breakdown of what it means for the stock, based on past experience.

Also in focus: the latest retail trading trends with Interactive Broker's Thomas Peterffy, who's betting big on AI - and more on the market outlook with J.P. Morgan's Chief Economist as he forecasts higher prices and lower growth ahead. Plus, results out of NBC News National poll on President Trump and the economy - and some energy picks as the sector sees gains on headlines out of Yemen.

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Cramer's Morning Take: Nvidia 3/17/25

podcasts@cnbc.com (CNBC) — Mon, 17 Mar 2025 15:36:31 +0000

Cramer says this semiconductor stock is pedestrian and needs to return to greatness. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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Cramer’s Week Out West, Growth Fears, Retail Sales Slump 3/17/25

podcasts@cnbc.com (CNBC) — Mon, 17 Mar 2025 14:20:05 +0000

David Faber and Jim Cramer began the show by looking at the busy week ahead for Cramer out on the west coast for Nvidia’s big GTC event. The desk then turned to the market volatility, with the S&P and Nasdaq both posting their 4th straight week of losses. Over the weekend, Treasury Secretary Bessent spoke to NBC’s “Meet the Press” and called these market corrections “healthy.” The desk also hit this morning’s retail sales data, which increased 0.2% on the month, better than the downwardly revised decline of 1.2% the prior month but below the Dow Jones estimate for a 0.6% rise.

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SOTS 2nd Hour: Consumer Warnings Grow, Tough Time For Big Tech, and Former CFPB Head Rohit Chopra 03/14/25

podcasts@cnbc.com (CNBC) — Fri, 14 Mar 2025 15:56:34 +0000

Consumer Sentiment data coming in at its lowest levels since 2022 top of the hour… Carl Quintanilla, Melissa Lee, and Michael Santoli broke down the latest as the S&P and Nasdaq look to close out another tough week. Why Richard Bernstein’s Deputy CIO says to avoid tech here – and that there’s a slowdown ahead. Plus, a deep dive on what to do with Apple shares, as they close out their worst weekly performance since 2020. Tesla also seeing historic declines – shares adding to their longest weekly losing streak ever – more on the company’s new tariff warning for the White House. And the latest for Consumer Discretionary stocks – as the sector looks for its worst week since 2023 – and the street works through a chorus of consumer warnings.

Also in focus: President Trump taking aim at the CFPB – one with the regulator’s former head, Rohit Chopra; Why money is flowing into utilities; and breaking down the potential impact of Trump’s promised 200% tariffs on certain European spirits.

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S&P 500 Correction, A Week to Forget for Apple, 20 Years of "Mad Money" 3/14/25

podcasts@cnbc.com (CNBC) — Fri, 14 Mar 2025 14:53:10 +0000

Carl Quintanilla and Jim Cramer wrapped up another volatile week for stocks, with the S&P 500 entering Friday's trading session in correction territory. How should investors navigate this market environment? Tariffs in the spotlight along with a major vote in the Senate: Passage of a House funding bill would avert a government shutdown. The anchors discussed Apple shares on track for their worst week in five years. Jim and Carl celebrated the 20th anniversary of Cramer’s CNBC "Mad Money" program. Also in focus: Nvidia gears up for next week's GTC conference, Tesla on retaliatory tariffs, Elon Musk reposts a message on X about Hitler, Ulta Beauty jumps on an earnings beat.

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SOTS 2nd Hour: Live: Treasury Secretary Scott Bessent 03/13/25

podcasts@cnbc.com (CNBC) — Thu, 13 Mar 2025 15:30:42 +0000

Sara Eisen spoke with U.S. Treasury Secretary Scott Bessent in a wide-ranging interview, discussing everything from the market volatility, the impact of tariffs and the threat of a government shutdown. When asked about the recent drop in stocks, Sec. Bessent said he’s not concerned about “a little” market volatility. Also in the mix; Intel named a new CEO and Adobe shares dropped despite an earnings beat.

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Inflation Surprise, Trump's Tariff Threat Against EU Alcohol, Intel Surges on CEO Pick 3/13/25

podcasts@cnbc.com (CNBC) — Thu, 13 Mar 2025 14:46:30 +0000

Carl Quintanilla and Jim Cramer explored market reaction to inflation data which saw a surprise decline in the February PPI core rate. The anchors

discussed President Trump’s threat to slap the European Union with a retaliatory 200% tariff on the bloc's alcoholic beverages. Shares of Intel surged

after chip industry veteran Lip-Bu Tan was named its CEO. Can he turn the chipmaker around? Also in focus: What FTC Chair Andrew Ferguson told CNBC about

regulating big tech, Adobe falls despite a Q1 beat, the signals retail earnings are sending investors about consumer behavior, Democrats blast Elon Musk in campaign ads.

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SOTS 2nd Hour: Tariffs Latest, CPI Breakdown, and Dalio on the Deficit 3/12/25

podcasts@cnbc.com (CNBC) — Wed, 12 Mar 2025 15:53:25 +0000

Fresh trade developments top of the hour: Canada promising to impose 25% reciprocal tariffs on over $20B in U.S. Imports… Carl Quintanilla, Leslie Picker, and Michael Santoli broke down the latest on another volatile morning for stocks. What it means for the automakers with former Ford CEO Mark Fields – and a deep dive on the impact for Canada with the CEO of the country’s 2nd largest steelmaker: Algoma, as they pause shipments to the U.S. Also in focus: exclusive comments from Bridgewater’s Ray Dalio and Salesforce’s Marc Benioff on the recent market unwind.

Plus: this morning’s inflation print (CPI) coming in better than expected – what it means for the Fed and markets, as recession fears grow – and to end the hour, a look at how 3D-printing could solve the housing shortage.

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Inflation Watch and Tech Rebound, Joe Tsai Interview, Cleveland-Cliffs CEO on Steel Tariffs 3/12/25

podcasts@cnbc.com (CNBC) — Wed, 12 Mar 2025 14:37:40 +0000

After two straight days of losses on Wall Street, Carl Quintanilla and Jim Cramer led off the show with market reaction to tamer-than-expected February CPI -- and what tariffs could mean for inflation. The anchors also weighed in on chip stocks leading a tech sector rebound. At CNBC's Converge conference in Singapore, David Faber interviewed Alibaba Chairman Joe Tsai about tariffs, China's President Xi and the Chinese consumer. Cleveland-Cliffs CEO Lourenco Goncalves joined Jim and Carl at Post 9 to discuss President Trump's steel tariffs going into effect. Also in focus: Goldman Sachs lowers its S&P 500 target, Morgan Stanley cuts its Apple price target, President Trump defends Elon Musk and touts Tesla cars.

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SOTS 2nd Hour: Return of The Tariff Man, Mag-7 Now Lag-7, and Fundstrat’s Tom Lee Talks Stocks 03/11/25

podcasts@cnbc.com (CNBC) — Tue, 11 Mar 2025 15:44:58 +0000

Carl Quintanilla, Leslie Picker, and Michael Santoli discussed the latest for stocks – as new Jobs data (JOLTS) crossed the tape alongside a fresh announcement from Trump on tariffs: promising to raise all charges on Canadian Steel and Aluminum to 50% from 25%. What it means for the automakers, packaged food companies, and the broader markets.

Plus, Fundstrat’s Tom Lee broke down why he thinks stocks are massively oversold here, and Citi’s Head of Commodities Research gave his take on the tariffs news. Additionally, the team talked big tech and what to do with stocks like Meta and Nvidia here - with one portfolio manager who oversees more than $9 billion in funds.

Also in focus – the odds of a recession, what elections have to do with it, and how small businesses are viewing the economy; Bitcoin tries to hold on above $80K; Oracle slumps on disappointing guidance and numbers

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Cramer's Morning Take: Broadcom 3/11/25

podcasts@cnbc.com (CNBC) — Tue, 11 Mar 2025 15:06:35 +0000

Jim and Jeff discuss why they’re watching this semiconductor stock. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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Markets and the Sell-Off: Where to Put Your Money Now 3/11/25

podcasts@cnbc.com (CNBC) — Tue, 11 Mar 2025 14:57:22 +0000

Carl Quintanilla and Jim Cramer explored the markets struggling to recover from Monday's sell-off, which resulted in the worst daily performance for the Nasdaq since 2022. Jim explained why he believes the moniker for the stocks known as the "Magnificent 7" should be ditched. Cramer also outlined "three keys to this market" and how investors should navigate this environment. Also in focus: Oracle misses, Southwest a bright spot on a rough day for airline stocks, Morgan Stanley's Adam Jonas calls the Tesla stock slide a buying opportunity, flashback to Jim's NYSE interview with Donald Trump (then president-elect) on the importance of the markets.

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SOTS 2nd Hour: Tesla Tanks, Apple Bear Fodder, This Hour: Constellation Energy CEO 03/10/25

podcasts@cnbc.com (CNBC) — Mon, 10 Mar 2025 15:38:01 +0000

Another morning of stocks under pressure – after the S&P and NASDAQ’s worst week of 2025 so far. Carl Quintanilla, Leslie Picker, and Michael Santoli broke down the latest with BMO’s Chief Investment Strategist: who says don’t let your feelings take control here. He still expects 10% gains on the S&P this year.

A key part of the weakness? Big tech names selling off. Tesla now the worst performing stock on the S&P 500 YTD, and coming off its worst weekly losing streak EVER – why Baird still calls it a buy here. Plus: a look at Elon Musk’s growing empire in China – and the latest on Apple, as the company delays AI enhancements for Siri… Are fears overblown at these levels?

Also in focus: the CEO of Constellation Energy, talking the future of alternative energy at CERAWEEK; Why Novo’s new trial data is sending shares slumping; Bitcoin falls below $80k; and how to trade China stocks here, as the country’s retaliatory tariffs on U.S. Agricultural imports begins

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New Week, New Sell-Off: Recession Fears Roil Stocks 3/10/25

podcasts@cnbc.com (CNBC) — Mon, 10 Mar 2025 14:37:58 +0000

After the worst week for the S&P 500 since September, Carl Quintanilla and Jim Cramer covered all of the bases as stocks began Monday in sell-off mode.

Equities under pressure on recession fears and tariff battles in wake of comments by President Trump and Commerce Secretary Lutnick. Hear Jim's strategy for

investing in this market environment -- including when it comes to the "Magnificent 7." Also in focus: China's retaliatory tariffs go into effect against the U.S., former central banker

Mark Carney to become Canada's prime minister, Novo Nordisk slumps on obesity drug trial results, the "Tesla tumble" rolls on, remembering the "Haines Bottom" 16 years later.

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Cramer's Morning Take: Broadcom 3/7/25

podcasts@cnbc.com (CNBC) — Fri, 7 Mar 2025 18:15:24 +0000

Cramer says ‘pounce’ on this beaten-down semiconductor stock. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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SOTS 2nd Hour: Tariffs Deep-Dive with Peter Navarro, & the Jobs Report Breakdown 3/7/25

podcasts@cnbc.com (CNBC) — Fri, 7 Mar 2025 16:44:59 +0000

Jobs coming in weaker-than-expected in February, plus fresh tariff headlines this morning -Carl Quintanilla, Sara Eisen, and David Faber broke down the latest for stocks top of the hour before a wide-ranging interview with White House Senior Counselor for Trade and Manufacturing Peter Navarro. Plus – Goldman’s Chief Economist discussed what’s next for the economy and the Fed here.

Also in focus: Tesla’s longest streak of weekly declines *ever* - why Wedbush is adding it to their Top Picks List; retail earnings out of Costco and Gap sending shares in opposite directions; and the President of the National Urban League talks DEI rollbacks

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Jobs Report Reaction, Treasury Sec. Bessent's Market Message, Broadcom Jumps 3/7/25

podcasts@cnbc.com (CNBC) — Fri, 7 Mar 2025 15:41:31 +0000

Wrapping up a volatile week for stocks, Carl Quintanilla, Jim Cramer and David Faber explored market reaction to the February jobs report.

The anchors also discussed what Treasury Secretary Scott Bessent told CNBC about a "detox period" for a market and economy he said are "hooked"

on public spending. The AI trade: Broadcom shares jump on earnings and guidance in midst of a rough week for the chip sector.

Also in focus: Costco slides and Gap soars on earnings, Tesla poised for an "unlucky 7," bitcoin strategic reserve, Faber Report: Walgreens to go public.

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SOTS 2nd Hour: Tariffs Deep-Dive with Commerce Secretary Lutnick, plus implications for Retail & the Autos 03/06/25

podcasts@cnbc.com (CNBC) — Thu, 6 Mar 2025 16:59:34 +0000

A huge interview top of the hour: Commerce Secretary Howard Lutnick. Carl Quintanilla, Sara Eisen, and David Faber broke down the latest with him when it comes to tariffs, jobs, and more in a wide-ranging interview. Plus - new overnight: tariffs on certain automakers getting delayed - how to play the stocks according to Barclays - and more on how DOGE might impact Friday's Jobs Report.

Also in focus: the health of the consumer. The team discussed new retail reports of the morning (Macy's, BJ's Wholesale, and more) with one guest who says the industry has tackled the threat of tariffs before.

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Cramer's Morning Take: CrowdStrike 3/6/25

podcasts@cnbc.com (CNBC) — Thu, 6 Mar 2025 16:39:50 +0000

Jim and Jeff discuss this cybersecurity firm and why they’re bullish on this restaurant stock. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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Tariffs and the Sell-Off, Chips Not So Marvell-ous, DOGE Effect: Layoffs Surge 03/06/25

podcasts@cnbc.com (CNBC) — Thu, 6 Mar 2025 15:33:28 +0000

Carl Quintanilla, Jim Cramer and David Faber delved into the catalysts sparking Thursday's market sell-off, one day after the White House

announced temporary tariff relief for U.S. automakers -- news that fueled an afternoon stock rally. The chip sector under pressure, led by

Marvell Technology shares tumbling on disappointing guidance. Also in focus: DOGE contributing to what Challenger, Gray and Christmas

said is the largest number of monthly layoffs since 2020, Brown-Forman CEO on Canada and "what's worse than tariffs" for the maker of Jack Daniel's.

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SOTS 2nd Hour: Trump Tariffs Latest, Chipping Away At The Semis, Battered Banks 03/05/25

podcasts@cnbc.com (CNBC) — Wed, 5 Mar 2025 16:52:16 +0000

Another morning of red on the S&P and Nasdaq -Carl Quintanilla, Sara Eisen, and David Faber discussed the latest for stocks as President Trump warns of “disturbance” ahead when it comes to tariffs. Goldman’s Chief Equity Strategist David Kostin breaking down why he still sees the S&P headed higher by year-end. Plus, more on where to find value here with Chief Strategists from Jefferies and Charles Schwab.

Also in focus: how to navigate the chips here, and whether to take Trump’s vow to revoke the CHIPS Act seriously; Tesla’s Germany sales plunge as Goldman cuts their price target on the name; why the CEO of KBW says to “buy trophies on sale” when it comes to the banks; and a debrief on the morning’s big retail reports.

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Cramer's Morning Take: BlackRock 3/5/25

podcasts@cnbc.com (CNBC) — Wed, 5 Mar 2025 16:34:16 +0000

Cramer says this financial services stock is an ‘extraordinary opportunity’. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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Two-Day Sell-Off, Sec. Lutnick's Tariffs Message, Pres. Trump Slams the CHIPS Act 3/5/25

podcasts@cnbc.com (CNBC) — Wed, 5 Mar 2025 15:45:00 +0000

With the S&P 500 on track for its worst week since September, Carl Quintanilla, Jim Cramer and David Faber explored this week's market sell-off, as well as comments from Commerce Secretary Lutnick. He said to expect a Wednesday announcement from President Trump on Canada and Mexico tariffs. Jim highlighted what's at stake for U.S. automakers. Also in focus: President Trump calls for passing tax cuts and killing the CHIPS Act in his Tuesday night address to Congress, more sales woes for Tesla, "Faber Report" on Kenvue's proxy fight, earnings pain for retailers, CrowdStrike and Campbell's slide, the New York Financial Writers’ Association honors David.

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SOTS 2nd Hour: Tariffs Sell-off Breakdown: From Retail to Big Tech to the Fed’s Next Moves 3/4/25

podcasts@cnbc.com (CNBC) — Tue, 4 Mar 2025 17:26:20 +0000

Stocks selling off as new tariffs on Mexico, Canada, and China rattle investors – Carl Quintanilla, Sara Eisen, and David Faber broke down the latest out of Washington, and talked top picks amid the volatility with one portfolio manager arguing to look at names like TJX and Abbvie here. Plus, why Former Commerce Secretary Carlos Guttierez says “escalation is likely” when it comes to retaliatory measures – and the team discussed what it all could mean for the Fed’s next move.

Also in focus: retail earnings out of Target, Best Buy, and more – the stocks D.A. Davidson says to watch here; Apple’s China tariff headwinds; and Blackrock’s new ports deal.

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Cramer's Morning Take: Tech Stocks 3/4/25

podcasts@cnbc.com (CNBC) — Tue, 4 Mar 2025 16:20:00 +0000

Jim and Jeff discuss the pullback in the tech trade. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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Trump Tariffs and the Sell-Off, Target Warns, China Pain for Tesla 3/4/25

podcasts@cnbc.com (CNBC) — Tue, 4 Mar 2025 15:35:46 +0000

Carl Quintanilla, Jim Cramer and David Faber explored how to navigate this market environment, with President Trump's tariffs against Canada, Mexico and China going into effect -- news that extended Monday's sell-off. The anchors reacted to what Commerce Secretary Howard Lutnick told CNBC about a trade reset in wake of the tariffs. Also in focus: Target sees tariffs impacting Q1 profits and CEO Brian Cornell says price hikes are likely days away, Best Buy tumbles, Tesla shares extend their slump as sales of its China-made EVs slide, Nvidia and the "Mag 7 blues."

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SOTS 2nd Hour: Tariffs Countdown, Crypto Reserve Details, Big Tech’s “Last Safe Haven” 03/03/25

podcasts@cnbc.com (CNBC) — Mon, 3 Mar 2025 16:39:51 +0000

Stocks coming off a tough February - Carl Quintanilla, Sara Eisen, and David Faber broke down the latest for markets on the heels of another weak data print top of the hour (ISM Manu/Construction Spend). Plus, a discussion on the outlook for 2025 – with Yardeni Research’s Ed Yardeni, who’s betting growth will slow in Q1 – but re-accelerate into the back half of the year… Also, more with one analyst calling Apple the “safe-haven trade” of big tech.

Another key driver: Washington. From Trump’s hopes for a “Crypto Reserve” to a new national investigation into lumber imports, the team talked market implications – and dove deep into the ecosystem for rare earth minerals with the biggest producer in the western hemisphere (MP Materials) after Trump’s failed deal with Ukraine. Plus, a look at how China and retailers are prepping for tonight’s tariffs deadline.

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Roaring Into March: Trump Crypto Effect, Tariff Deadline Looms, Tesla from "Top Pick" to Protests 3/3/25

podcasts@cnbc.com (CNBC) — Mon, 3 Mar 2025 15:48:14 +0000

On the first trading day of March, Carl Quintanilla, David Faber and Sara Eisen explored the whirlwind of activity coming out of the White House. President Trump's strategic crypto reserve plan sparked a weekend rally in digital currencies, followed by a Monday surge in crypto-related stocks. He also ordered a probe into imported lumber, while Canada, Mexico and China brace for Tuesday's tariff deadline. The anchors reacted to comments from Treasury Secretary Bessent and Warren Buffett about tariffs. Also in focus: Morgan Stanley's Adam Jonas names Tesla a "Top Pick," anti-Elon Musk protests outside Tesla showrooms, Kroger CEO steps down amid internal probe, Canada's energy minister talks tariffs ahead of Tuesday's deadline.

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SOTS 2nd Hour: Tariffs Countdown, Playing the Tech Tumble, Health of Housing 2/28/25

podcasts@cnbc.com (CNBC) — Fri, 28 Feb 2025 16:55:35 +0000

All major indices on pace to end February lower - Carl Quintanilla, Sara Eisen, and David Faber broke down the latest for stocks along with Michael Santoli to kick off the hour – in addition to how to play the tech tumble here with one Fidelity PM who manages more than $20B. Plus, the latest out of Washington: as Ukrainian President Zelenskyy gets set to meet with President Trump on a new minerals deal, and the street looks ahead to Monday’s midnight deadline for tariffs on Canada and Mexico to take effect. Former Ford CEO Mark Fields calling those tariffs “devastating” in the near term for the American auto industry.

Also in focus: the health of housing after a month of disappointing prints – what it could portend for the spring selling season; Meta takes on OpenAI; and more on the results sending Dell and HPQ shares lower.

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Inflation Watch, Tech Sell-Off and Nvidia's Fall from $3T, China vs. Trump on Tariffs 2/28/25

podcasts@cnbc.com (CNBC) — Fri, 28 Feb 2025 15:34:54 +0000

Carl Quintanilla, David Faber and Sara Eisen led off the show with market reaction to January PCE -- the Fed's preferred inflation gauge. KPMG Chief Economist Diane Swonk joined the discussion. The anchors delved into the tech sell-off and the tariffs effect: Nasdaq is on track for its worst monthly performance since September 2023, while Nvidia's market cap falls below $3 trillion -- leaving Apple as the only company with a valuation above that level. Also in focus: China vows to retaliate against President Trump's tariffs if necessary, bitcoin slides below $80,000, Dell earnings, OpenAI CEO Sam Altman says the company is "out of GPUs," Faber Report on Walgreens and M&A.

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SOTS 2nd Hour: Trump Tariffs Latest, Nvidia Takeaways, Cracking Down on Eggflation 2/27/25

podcasts@cnbc.com (CNBC) — Thu, 27 Feb 2025 16:47:45 +0000

Carl Quintanilla, Sara Eisen, and David Faber broke down the latest for stocks - with new housing data at the top of the hour – and some mixed messaging around tariffs out of Washington. The President confirming this morning that March 4th tariffs on Mexico and Canada will go into effect as scheduled, with an additional 10% charge going to China - bringing their total rate to 20%.

Also in focus: Big Tech. The team hosted a bull/bear debate on Nvidia post-results, alongside exclusive comments from CEO Jensen Huang – and talked the potential PR problems facing Tesla, due to Elon Musk’s increasingly large obligations elsewhere (with shares now down more than 25% on the year).

Plus: A fresh check on egg-flation, as President Trump calls prices “a disaster” with the CEO of Vital Farms – and a look at the secret tax break within Trump’s ‘Gold Card’ plans.

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Cramer's Morning Take: Nvidia 2/27/25

podcasts@cnbc.com (CNBC) — Thu, 27 Feb 2025 16:46:14 +0000

Jim and Jeff discuss the earnings beat by this semiconductor stock. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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Trump's Tariff Warning, Nvidia Beats, Salesforce's Revenue Miss 2/27/25

podcasts@cnbc.com (CNBC) — Thu, 27 Feb 2025 15:52:23 +0000

Carl Quintanilla, Jim Cramer and David Faber discussed the effect of tariff talk on markets. Thursday morning, President Trump posted on social media that his proposed tariffs on goods from Mexico and Canada will go into effect on March 4 -- and that China will be charged an additional 10% tariff on that same date. The AI trade also in the spotlight: Nvidia posted better-than-expected Q4 results, while Salesforce reported a Q4 revenue miss and issued weaker-than-expected guidance. Also in focus: "Fedspeak" on inflation by Kansas City Fed President Jeff Schmid, earnings movers including Snowflake, eBay, Warner Bros. Discovery and Paramount.

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SOTS 2nd Hour: Stocks Rebound, Tesla’s Electric Slide - Plus Eli Lilly & Workday CEOs 2/26/25

podcasts@cnbc.com (CNBC) — Wed, 26 Feb 2025 17:01:23 +0000

Stocks rebounding after 4 days of back-to-back losses on the S&P and Nasdaq – Carl Quintanilla, Sara Eisen, and David Faber discussed the latest for stocks when it comes to earnings and news overnight that President Trump could target copper in his next round of tariffs. Charles Schwab’s Chief Investment Strategist Liz Ann Sonders broke down her outlook for stocks, as she points to growth concerns as a bigger driver than inflation here. Plus, the team broke down New Home Sales data top of 10.

2 big CEO interviews this hour: Workday’s CEO as shares rise on a big earnings beat – plus, the Chairman & CEO of Eli Lilly talking the company decision to expand its manufacturing here in the US.

Also in focus: Tesla’s market cap falls below $1T – what’s driving the action; The numbers to watch when Nvidia reports results tonight; and Amazon’s Alexa product news.

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Tech's Rough Ride, Gearing Up for Nvidia Earnings, Tesla Out of the $1T Club 2/26/25

podcasts@cnbc.com (CNBC) — Wed, 26 Feb 2025 15:47:04 +0000

With the Nasdaq and S&P 500 each down four sessions in a row, Carl Quintanilla, Jim Cramer and David Faber covered all of the bases on tech: Everything from Tesla's valuation falling below $1 trillion -- to Nvidia's key earnings report due out after Wednesday's close of trading. Also in focus: Meta's AI data center strategy, General Motors' dividend hike and new stock buyback program, retail earnings from Lowe's and TJX, Eli Lilly unveils its U.S. expansion plan, what Robinhood CEO Vlad Tenev told Jim on "Mad Money" about the Trump administration.

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Cramer's Morning Take: Nvidia 2/25/25

podcasts@cnbc.com (CNBC) — Tue, 25 Feb 2025 16:53:43 +0000

Jim and Jeff discuss this semiconductor stock ahead of its earnings. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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SOTS 2nd Hour: Tech Stocks Sell-off, Home Depot Results and Is the AI Hype Over? 02/25/25

podcasts@cnbc.com (CNBC) — Tue, 25 Feb 2025 16:40:53 +0000

Stocks under pressure as Tech stocks sell-off and the Nasdaq lags: Carl Quintanilla, Sara Eisen, and David Faber broke down the latest trade and tariff headlines to start the hour, alongside new Consumer Confidence data (registering its largest monthly decline since August 2021). Plus, what tighter trade restrictions on China could mean for markets and the semis – and a fresh read on the economy when it comes to corporate credit, according to the man advising America’s biggest companies on their multi-billion dollar financings, Goldman’s Jonny Fine.

Also in focus: Home Depot breaking a 2 year streak of same-store sales declines – how to trade it, and what it could portend for later retail reports; Why the breakout in software stocks is fading; and a discussion of the AI trade with one NYU professor warning: “The revenue isn’t there yet – and might never come”

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More Pain for Tech, Tug-of-War over Musk's DOGE, Home Depot Beats 2/25/25

podcasts@cnbc.com (CNBC) — Tue, 25 Feb 2025 15:49:24 +0000

Carl Quintanilla, Jim Cramer and David Faber drilled down on more weakness in tech: The Nasdaq falling into negative territory for 2025.

Hear why Jim believes Nvidia is a "difficult" stock ahead of the company's earnings due out after Wednesday's close of trading. Elon Musk and DOGE in the spotlight:

Government agencies give conflicting guidance to federal employees about complying with Musk's demand for work accomplishment summaries.

Also in focus: Home Depot's Q4 beat lifts housing-related stocks, Palantir extends its slide, Unilever ousts its CEO, Lilly's weight-loss drug price cut, Hims & Hers tumbles.

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Cramer's Morning Take: Microsoft 2/24/25

podcasts@cnbc.com (CNBC) — Mon, 24 Feb 2025 16:58:38 +0000

Jim and Jeff discuss Microsoft after an analyst report from TD Cowen said the company is cutting spending on data centers. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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SOTS 2nd Hour: Apple’s AI Investment, Doge Demand Pushback, Largest Crypto Heist Ever 2/24/25

podcasts@cnbc.com (CNBC) — Mon, 24 Feb 2025 16:34:47 +0000

Carl Quintanilla, Sara Eisen and David Faber began the hour by discussing the big week ahead for investors, as tech giant Nvidia gets set to report results. The desk also brought in Deirdre Bosa to discuss Apple’s expansion plans, announcing it will open a new factory for AI servers in Texas as part of a $500 billion investment in the U.S. Later in the show, Eamon Javers reported on the big DOGE demand pushback, after Elon Musk said government workers must detail their workweek or risk losing their jobs. Also in the mix; Mackenzie Sigalos detailed the largest crypto heist in history, involving $1.5 billion worth of digital assets.

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After the Sell-Off, Apple's $500B U.S. Expansion Plan, Musk and the DOGE Backlash 2/24/25

podcasts@cnbc.com (CNBC) — Mon, 24 Feb 2025 15:51:47 +0000

Carl Quintanilla, Jim Cramer and David Faber explored how investors should navigate the markets after Friday's sell-off – with the Dow and Nasdaq in negative territory

since President Trump's inauguration. The anchors discussed Apple's $500 billion U.S. expansion plan -- which includes building an AI server factory in Texas --

and how Trump tariffs fit into the picture. Also in focus: Billionaire Steve Cohen joins the backlash against Elon Musk's DOGE, Microsoft refutes TD Cowen’s data center note,

Warren Buffett's annual letter to Berkshire Hathaway shareholders, Starbucks layoffs, Palantir extends its one-week slide, Nike and cruise line stocks on the rise.

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Cramer's Morning Take: Texas Roadhouse 2/21/25

podcasts@cnbc.com (CNBC) — Fri, 21 Feb 2025 17:57:54 +0000

Jim and Jeff discuss what could be behind the dip in this food retailer. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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SOTS 2nd Hour: DOJ Targets UnitedHealth, Auditing the Fed? Plus: Visa, IMAX CEOs 02/21/25

podcasts@cnbc.com (CNBC) — Fri, 21 Feb 2025 17:42:28 +0000

Description: Carl Quintanilla, Morgan Brennan, and David Faber discussed the latest for stocks on another morning seeing selling: the Dow, S&P, and Nasdaq all on pace to end the week in the red. United Health a big drag across indices on news of a potential probe from the DOJ – the team broke down the latest there to kick off the hour. Plus, why Edward Jones Senior Investment Strategist sees no recession in sight, and new data when it comes to housing and the consumer.

2 CEOs joined Squawk on the Street this hour: Visa’s Ryan McInerney with his outlook following the company’s investor day, and IMAX’s CEO broke down demand trends in China.

Also in focus: comments from OpenAI’s CFO at the FII Summit in Miami; the SEC dropping its case against Coinbase; Musk wants to audit the Federal Reserve; and a look at why Celsius shares are surging.

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UnitedHealth Shares Plunge, Travel Earnings, Musk to Audit the Fed? 2/21/25

podcasts@cnbc.com (CNBC) — Fri, 21 Feb 2025 16:02:01 +0000

Carl Quintanilla and Jim Cramer kicked off the show live from the NYSE, with co-anchor David Faber still in Miami for the FII Priority Summit in Miami. The anchors began the show with UnitedHealth shares sliding following a report that the DOJ is investigating the company’s Medicare billing practices. The news impacted other names in the space like Cigna, CVS Health, and Humana, which all moved lower in sympathy. The desk also hit some of the big travel names on the move including Booking Holdings, which rallied on its latest numbers. Also in the mix; the group discussed Elon Musk’s appearance at CPAC, where he said he was thinking of auditing the Fed.

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SOTS 2nd Hour: Stocks Under Pressure, Lilly’s Next Big Bet, & Oracle CEO Safra Katz 2/20/25

podcasts@cnbc.com (CNBC) — Thu, 20 Feb 2025 17:13:06 +0000

Carl Quintanilla and Michael Santoli broke down another volatile morning for stocks as the Dow, S&P, and Nasdaq all took a leg lower. Walmart a big drag across indices post-results after guidance came in below estimates – the team broke down fresh comments from the company’s CFO with UBS Analyst Michael Lasser, who still calls the stock a buy here.

Plus - from DOGE checks to tax cuts, the desk got the latest from Washington – as Citi’s Chief Equity Strategist warns there’s more risk than reward when it comes to Trump’s policies, at least in the near term.

Also within the hour: Carvana’s CEO breaks down results sending shares lower, Eli Lilly’s next big bets (and they’re not weightloss drugs) and Oracle’s CEO - live from the Future Investment Institute’s Priority Conference in Miami with her outlook for AI.

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Walmart’s Soft Outlook, Baba’s Big Beat, Live: OpenAi CFO 2/20/25

podcasts@cnbc.com (CNBC) — Thu, 20 Feb 2025 15:45:03 +0000

Carl Quintanilla and Jim Cramer kicked off the show live from the NYSE, with co-anchor David Faber joining live from the FII Priority Summit in Miami. The anchors hit the morning’s biggest earnings movers starting with Walmart. The major retailer topped earnings and revenue estimates for its fiscal fourth quarter, but said its profit growth will slow in the current fiscal year. Another big name to watch was Alibaba, after shares of the company surged on strong results, with the stock now up 60% year-to-date. Later in the hour, Faber brought in OpenAI CFO Sarah Friar, in her first interview since Elon Musk made an $97.4 billion unsolicited bid for OpenAI.

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Cramer's Morning Take: Honeywell 2/19/25

podcasts@cnbc.com (CNBC) — Wed, 19 Feb 2025 17:38:26 +0000

Jim and Jeff discuss why they bought more of this industrial stock. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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SOTS 2nd Hour: M&A Under Trump, Tariff Tech Picks, & DeepSeek-ing New Funds? 2/19/25

podcasts@cnbc.com (CNBC) — Wed, 19 Feb 2025 16:31:14 +0000

Carl Quintanilla and Courtney Reagan broke down today’s market set-up after President Trump laid out new tariff threats for 3 key industries: Autos, Pharma, and Semiconductors. Stocks under pressure as earnings from a number of sectors disappoint: Toll Brothers results hitting the homebuilders, Bumble plunging double-digits, and Etsy citing consumer headwinds… But that said: some green shoots in energy, from Solaredge to Occidental.

Within the hour: the team talked top tech picks with Wedbush’s Dan Ives, fresh off a channel check in Asia; the state of the AI arms race with Logan Bartlett of Redpoint Ventures; broke down one sector still licking its wounds post-DeepSeek sell-off; and discussed Trump’s decision to keep Biden-era rules around merger reviews - with one former FTC Commissioner who says that’s not a bad thing.

Also in focus: Saudi-backed Future Investment Institute kicking off its “Priority Summit” in Miami, with President Trump expected to attend – David Faber brought a live read from the ground, and broke down expectations with CEO Richard Attias.

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There’s a New Tariff in Town, Taking a Toll, The New Berkshire? 2/19/25

podcasts@cnbc.com (CNBC) — Wed, 19 Feb 2025 16:02:20 +0000

Carl Quintanilla and Jim Cramer began the conversation discussing what the president’s new call for tariffs might mean for the markets. In his remarks to reporters yesterday, President Trump suggested 25% tariffs on autos, pharma and semiconductors that could go even higher. The anchors then shifted to some of the day’s biggest earnings movers, including Toll Brothers. Shares of the homebuilder dropped at the open following the company’s miss on estimates. Later in the hour, the desk also mentioned Bill Ackman raising his takeover offer for Howard Hughes Holdings, saying he will turn it into a ‘modern-day Berkshire.’

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Cramer's Morning Take: Constellation Brands 2/18/25

podcasts@cnbc.com (CNBC) — Tue, 18 Feb 2025 16:59:27 +0000

Jim and Jeff discuss this alcohol maker as Berkshire Hathaway buys stake in the company. They also dive into what led to the rise in shares for these health care stocks. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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SOTS 2nd Hour: Stocks Near Fresh Highs, The Fate of Intel, and Let's Grok & Roll 2/18/25

podcasts@cnbc.com (CNBC) — Tue, 18 Feb 2025 16:25:47 +0000

Carl Quintanilla, Seema Mody, and Michael Santoli discussed the latest for stocks as the S&P and Nasdaq sit inches from new all-time highs. To kick off the hour: NAHB housing data, the latest from the White House, and why Stifel's Chief Economist is warning of a 10% sell-off ahead. Plus, one Former Commerce Secretary's take on tariffs, Trump, DOGE... And a read from the ground in Beijing as President Xi Jinping tries to reboot relations with the country's private sector.

A number of market movers also in focus: Broadcom & Taiwan Semi eye a deal for Intel; the latest on a new Delta Airlines crash; Conagra's guidance cut; what's driving Meta's record rally; and a look at Musk's newest iteration of 'Grok'

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Doge Disagreement, Airline Layoffs, The Return of Jack Ma? 02/18/25

podcasts@cnbc.com (CNBC) — Tue, 18 Feb 2025 15:57:37 +0000

David Faber and Jim Cramer started the show with a look at the markets on this shortened trading week, with the S&P nearing another record high. The desk then brought in Megan Cassella, who joined the program live from the White House. She broke down the latest in D.C. including a top Social Security official resigning after clashing with Elon Musk’s DOGE over data access. Later in the hour, the desk discussed Chinese President Xi holding a rare meeting with top business leaders, which included Alibaba’s Jack Ma. Also in the mix: Southwest Airlines announced it will slash 15% of its corporate workforce.

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SOTS 2nd Hour: Eggflation, CNBC NBA Rankings, and DOGE’s Cybersecurity Tailwinds? 02/14/25

podcasts@cnbc.com (CNBC) — Fri, 14 Feb 2025 16:45:19 +0000

Carl Quintanilla, Leslie Picker, and Michael Santoli discussed the latest for stocks after Trump’s announcement of reciprocal tariffs across the globe, and why Musk’s Department of Efficiency could be a boon for cybersecurity stocks in particular. Also a busy morning for movers within the hour: the team broke down Apple’s new product event announcement with an analyst who calls the stock a buy here. Plus, reports overnight that ARM is making its own chips – why it could upend the semiconductor industry.

Also in focus: Morgan Stanley’s new pay package for CEO Ted Pick; why Coinbase CEO Brian Armstrong says crypto is entering a “new era”; Hermes beats a luxury slowdown; and CNBC’s exclusive NBA valuations for 2025

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Retail Sales Slump, The Trump Trade, Gamestop’s Crypto Ambitions 02/14/25

podcasts@cnbc.com (CNBC) — Fri, 14 Feb 2025 16:05:18 +0000

Carl Quintanilla, Leslie Picker, and Mike Santoli began the hour by breaking down the markets a day after the S&P posted its best day in about a month. The anchors worked in this morning’s key economic data, with retail sales slumping 0.9% in January, down much more than expected. Eamon Javers also joined the program live from the White House to discuss President Trump announcing his plan for reciprocal tariffs. After the opening bells, the anchors hit the biggest morning movers including Coinbase, Airbnb and Gamestop, which is reportedly considering investing in bitcoin and other cryptocurrencies.

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SOTS 2nd Hour: The Mag 7 Trade, Tesla's 'DOGE' Risk 02/13/25

podcasts@cnbc.com (CNBC) — Thu, 13 Feb 2025 17:25:50 +0000

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Trump’s Reciprocal Tariffs, Momentum Names Rally, LIVE: Robinhood CEO 2/13/25

podcasts@cnbc.com (CNBC) — Thu, 13 Feb 2025 15:42:51 +0000

Carl Quintanilla, Sara Eisen and Mike Santoli led off the show with this morning’s data after the producer price index, which measures what producers get for their goods and services, increased by a seasonally adjusted 0.4% on the month, compared with the Dow Jones estimate for 0.3%. Eamon Javers also joined the program from the White House to discuss President Trump’s plans for reciprocal tariffs on U.S. trading partners. Later in the hour, the desk hit the rally in some momentum names like Dutch Bros, AppLovin and Robinhood; Robinhood’s CEO Vlad Tenev sat down with Kate Rooney after the bells to discuss his latest quarter.

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Squawk on the Street+ Top Trade Advisor Peter Navarro 2/12/25

podcasts@cnbc.com (CNBC) — Wed, 12 Feb 2025 18:48:36 +0000

Peter Navarro, White House Senior Counselor for Trade and Manufacturing, joins CNBC’s ‘Squawk on the Street’ to discuss potential reciprocal tariffs from the U.S. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Inflation Pain for Stocks, Musk Defends DOGE, Exclusive With BofA CEO Moynihan 2/12/25

podcasts@cnbc.com (CNBC) — Wed, 12 Feb 2025 15:37:56 +0000

Inflation Watch: Carl Quintanilla, Sara Eisen and Michael Santoli explored what to make of stocks falling and yields spiking after January CPI came in hotter-than-expected.

The anchors also discussed Elon Musk's defense of the Department of Government Efficiency -- after President Trump signed an executive order giving DOGE more power to

find ways to cut federal spending. In a CNBC Exclusive, Leslie Picker sat down with Bank of America CEO Brian Moynihan to discuss everything from interest rates to President Trump's

message on debanking conservatives. Also in focus: Day 2 for Fed Chair Powell on Capitol Hill, SoftBank's surprise loss and CEO Masa Son's AI bets, earnings winners and losers.

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Squawk on the Street+ Coca-Cola CEO James Quincey 2/11/25

podcasts@cnbc.com (CNBC) — Tue, 11 Feb 2025 17:09:47 +0000

James Quincey, Coca-Cola CEO, discusses the company’s earnings beat, U.S. growth and the state of the consumer. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Trump and Powell, Musk-Altman Feud, Shopify Pres., SNL 50 at the NYSE 2/11/25

podcasts@cnbc.com (CNBC) — Tue, 11 Feb 2025 15:51:39 +0000

Carl Quintanilla, Sara Eisen and Michael Santoli led off the show with market reaction to President Trump's 25% tariffs on steel and aluminum products, ahead of Fed Chair Powell's

Tuesday testimony on Capitol Hill about the economy. The anchors also discussed the intensifying feud between Elon Musk and OpenAI CEO Sam Altman -- who rejected a Musk-led group's

$97.4 billion offer to take control of OpenAI. Shopify President Harley Finkelstein discussed everything from earnings to the Kanye West/swastika controversy. "Saturday Night Live" original cast member

Laraine Newman and current cast members Ego Nwodim and Heidi Gardner joined the program on the NYSE floor, after ringing the opening bell to celebrate the NBC show's 50th anniversary.

Disclosure: NBC and CNBC are units of NBCUniversal

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SOTS 2nd Hour: Trump Tariff Talk, Tepper’s New China Bets, and NFL Superagent Drew Rosenhaus 2/10/25

podcasts@cnbc.com (CNBC) — Mon, 10 Feb 2025 16:45:18 +0000

Fresh headlines over the weekend as President Trump considers more tariffs (this time on all steel and aluminum imports into the U.S.) – and China’s retaliatory ones begin. Carl Quintanilla, Leslie Picker and Scott Wapner broke down the latest out of Washington, and what it all means for the market. Why one London School of Economics professor says China’s better prepared for tariffs this time around. Plus – David Tepper betting big on related stocks like Alibaba and JD.com according to a new 13F filing, released during the hour – the team discussed the move… along with Barclay’s prediction of the sectors most at risk of tariff headwinds.

Also in focus: Financials one of the best performing sectors over the last 1-year – what’s driving the gain; NFL Superagent Drew Rosenhaus talks the big game; and the backlash over one telehealth company’s first ever Superbowl commercial

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Pres. Trump's New Tariff Threat, Super Bowl Morning-After Buzz, McDonald's Sizzles 2/10/25

podcasts@cnbc.com (CNBC) — Mon, 10 Feb 2025 15:33:27 +0000

Carl Quintanilla, Scott Wapner and Leslie Picker explored market reaction to President Trump’s plan to impose 25% tariffs on steel and aluminum imports -- news that sparked a rally in U.S. steel stocks. The anchors also discussed the Philadelphia Eagles' Super Bowl victory and its aftermath, including the sports betting landscape and the TV commercials. Also in focus: McDonald's jumps despite posting its worst U.S. same-store sales in five years, Meta aims for a 16-day win streak, Chinese tech rallies, activist investors on parade.

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SOTS 2nd Hour: Amazon’s Weak Forecast, Betting on the Big Game, Live: Pinterest CEO 2/7/25

podcasts@cnbc.com (CNBC) — Fri, 7 Feb 2025 16:33:31 +0000

Carl Quintanilla, Sara Eisen and David Faber started the show looking at Amazon’s latest results, which sent the stock lower. The tech giant issued a disappointing revenue forecast and pointed to its weakest growth on record. The show also headed down to New Orleans for an interview with the CEO of DraftKings, with Americans expected to bet more than $1 billion on the Super Bowl this weekend. Later in the hour, Pinterest CEO Bill Ready broke down his company’s latest results, following a strong Q4.

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Amazon’s Jungle, SoftBank's Massive OpenAI Investment, Exclusive: Pres. Trump's New Energy Secretary 02/07/25

podcasts@cnbc.com (CNBC) — Fri, 7 Feb 2025 15:56:47 +0000

Carl Quintanilla, David Faber and Sara Eisen led off the show with key employment data showing softer-than-expected job growth in January. The anchors also discussed

Amazon shares falling after the tech giant delivered Q4 cloud revenue and current quarter guidance misses -- plus a $105 billion capex spending plan for investing in AI.

Faber Report: David's sources told him Softbank is set to invest $40 billion in OpenAI at a $260 billion valuation. Brian Sullivan sat down exclusively with new U.S. Energy Secretary

Chris Wright. Elon Musk and DOGE were among the topics they discussed. Also in focus: Meta aims for a 15-day win streak, Tesla EV sales fall in China, Pinterest and Affirm soar.

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Cramer's Morning Take: Bristol Meyers 2/6/25

podcasts@cnbc.com (CNBC) — Thu, 6 Feb 2025 17:36:34 +0000

Jim and Jeff discuss the profit guidance for this pharmaceutical stock. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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SOTS 2nd Hour: Tesla Loses Energy; Live: ARM CEO, and Hilton CEO Talks Growth Ahead

podcasts@cnbc.com (CNBC) — Thu, 6 Feb 2025 17:01:46 +0000

Carl Quintanilla, Sara Eisen and David Faber broke down a busy morning for earnings – with key reports across retail, industrials, and the semis. $ARM a key laggard - Jim Cramer joined the top of the hour to breakdown results with CEO Rene Haas, while Hilton’s CEO joined later in the hour, also on earnings.

Plus: why Ford and Tesla shares could be running out of gas; a healthcare wrap-up, including new numbers out of Eli Lilly & Bristol Myers; what to expect out of Amazon earnings; and a live report from New Orleans on the state of Superbowl sports betting

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Tech's Triple Whammy, Tesla and Ford in Reverse, Honeywell CEO on Split Decision 2/6/25

podcasts@cnbc.com (CNBC) — Thu, 6 Feb 2025 15:47:05 +0000

Carl Quintanilla, Jim Cramer and David Faber focused on a barrage of earnings, including results in the chip sector: Shares of Qualcomm and

Arm Holdings down sharply despite better-than-expected quarterly results. Apple supplier Skyworks Solutions plunged on revenue guidance.

A pair of auto stocks also under pressure: Tesla hurt by weak sales in Europe, while Ford's full-year guidance overshadowed a Q4 beat.

Honeywell CEO Vimal Kapur joined the program to discuss the Dow component's decision to split into three independent companies.

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Cramer's Morning Take: Alphabet 2/5/25

podcasts@cnbc.com (CNBC) — Wed, 5 Feb 2025 17:55:37 +0000

Jim and Jeff discuss the earnings report from this mega cap tech stock. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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SOTS 2nd Hour: Alphabet’s Revenue Miss, Musk’s Role in Government, Live: Shell CEO 02/05/25

podcasts@cnbc.com (CNBC) — Wed, 5 Feb 2025 16:34:01 +0000

Carl Quintanilla, Sara Eisen and David Faber broke down the weakness in big tech. Alphabet shares dropped on its latest quarterly results, following a revenue miss and soaring AI investments. Apple shares were also under pressure on a report that China is considering a probe into the company’s App Store practices. Later in the hour, Eamon Javers discussed Elon Musk’s role in the U.S. government, after he was officially designated a “special government employee.” Also in the show: Shell CEO Wael Sawan joined the program to discuss how the company is navigating global trade tensions.

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"A" is for Alphabet and AMD Sliding, China vs. Apple, Uber CEO Exclusive 02/05/25

podcasts@cnbc.com (CNBC) — Wed, 5 Feb 2025 15:49:04 +0000

Carl Quintanilla, Jim Cramer and David Faber drilled down on catalysts for Wednesday's tech pullback: Alphabet posts a Q4 revenue miss and announces

a $75 billion capex plan, AMD misses on AI data center revenue and China reportedly weighs a probe into Apple's App Store. In a CNBC exclusive,

Uber CEO Dara Khosrowshahi joined the anchors at Post 9 to discuss his company's Q4 results, autonomous driving and the guidance that weighed on the stock.

Also in focus: Disney's Q1 beat and streaming subscriber losses, earnings winners and losers -- including one stock that plummeted 35%.

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SOTS 2nd Hour: China Tariffs Latest; Palantir Surges; A Spirits Slowdown 2/4/25

podcasts@cnbc.com (CNBC) — Tue, 4 Feb 2025 17:16:31 +0000

A mixed morning for stocks as China announces retaliatory tariffs on some American imports like oil – Carl Quintanilla, Sara Eisen, and David Faber broke down the latest, beginning the hour with a fresh read from the ground in Beijing and some economic data (Factory Orders & JOLTS). Charles Schwab’s Chief Investment Strategist gave her reaction to all the news - warning, “Tariffs delayed doesn’t necessarily mean tariffs canceled”. Why she’s forecasting potential pain – and higher inflation – ahead. Plus, a look at how retailers are preparing – and what it means for prices.

Also a busy morning for earnings: Palantir shares surging on AI demand - why Jefferies is sticking by its sell call; More on Diageo results as the stock hits 2020 lows; What PepsiCo CEO thinks of tariffs – and quarterly results; And the biopharma breakdown after new numbers out of Merck and Pfizer

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China Retaliates Against U.S. Tariffs, Palantir Soars, Merck Tumbles 02/04/25

podcasts@cnbc.com (CNBC) — Tue, 4 Feb 2025 16:00:47 +0000

Carl Quintanilla, Jim Cramer and David Faber explored the potential impact of China's retaliatory measures against the U.S., after President Trump's 10% tariffs on Chinese goods

took effect early Tuesday morning. Palantir shares soared after AI demand fueled better-than-expected Q4 results and guidance. The anchors reacted to what Palantir CEO Alex Carp

said on his company's earnings call about the Elon Musk/DOGE "disruption." Other earnings movers: Shares of Merck, Estee Lauder and PayPal take a hit -- while Spotify surges.

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SOTS 2nd Hour: Tariffs Impact – From Stocks to States to Your Wallet 2/3/25

podcasts@cnbc.com (CNBC) — Mon, 3 Feb 2025 16:44:29 +0000

Stocks selling off after President Trump announced new – and wide sweeping – tariffs on Canada, Mexico, and China… But new as of the 10AM ET hour: Mexico’s tariffs will be delayed for a month. Carl Quintanilla, Sara Eisen, and David Faber broke down what it all means for stocks, yields, and the Fed’s path for rates. Tariff talk within: Why one Canadian auto parts supplier says vehicle production could “grind to a halt”; Goldman’s Chief U.S. Equity Strategist forecasting tariffs could hit S&P earnings as much as 2-3%; The top U.S. states that could benefit – or feel the pinch – of trade swings; and the latest out of CNBC’s exclusive Fed Survey on potential market impacts

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Market Sell-Off: The Trump Tariffs Effect 2/3/25

podcasts@cnbc.com (CNBC) — Mon, 3 Feb 2025 15:35:44 +0000

Throughout the hour, Carl Quintanilla, Jim Cramer and David Faber discussed what investors should make of Monday's global market sell-off -- sparked by President Trump's executive order to impose tariffs on goods from Canada, Mexico and China. Shares of automakers, tech companies and alcoholic beverage makers among those taking a hit. Also in focus: Elon Musk's access to the Treasury Department's payments system, Nvidia and DeepSeek, what legendary investor Paul Tudor Jones told CNBC about the markets.

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Cramer's Morning Take: Apple 1/31/25

podcasts@cnbc.com (CNBC) — Fri, 31 Jan 2025 18:13:21 +0000

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Apple’s Services Boost, Live: Chicago Fed President Goolsbee, Pres. Trump to Meet with Nvidia’s Huang 1/31/25

podcasts@cnbc.com (CNBC) — Fri, 31 Jan 2025 16:31:03 +0000

Carl Quintanilla, Sara Eisen and David Faber started the show by looking ahead to President Trump’s planned 25% tariffs on Mexican and Canadian goods, set to take effect on Feb. 1. The desk then brought in CNBC’s Steve Liesman, along with Chicago Fed President Austan Goolsbee to discuss this morning’s PCE report as well as the economic implications of the tariffs. Later in the show, Wedbush analyst Dan Ives explained why he’s so bullish on Apple AI strategy following the company’s latest quarterly results. Also in the mix; Seema Mody reported on what to expect from President Trump’s meeting with Nvidia CEO Jensen Huang .

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Apple Shines, Pres. Trump-Nvidia CEO Meeting, Vertex CEO on Non-Opioid Painkiller Approval 1/31/25

podcasts@cnbc.com (CNBC) — Fri, 31 Jan 2025 15:45:09 +0000

Carl Quintanilla, Jim Cramer and David Faber led off the show with shares of Apple rising on better-than-expected quarterly results and revenue guidance --

despite an iPhone sales miss, hurt by a slump in China. President Trump and Nvidia CEO Jensen Huang expected to hold a Friday meeting at the White House.

Vertex Pharmaceuticals CEO Reshma Kewalramani joined the program to discuss FDA approval of her company's non-opioid painkiller -- marking the first time in decades

that the U.S. has approved a new type of pain medication. Also in focus: The Fed and PCE, Trump tariffs deadline watch, Chevron and Exxon Mobil earnings, D.C. plane crash investigation.

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SOTS 2nd Hour: DC Plane Crash, Big Tech Earnings, RFK Jr. Day 2 1/30/25

podcasts@cnbc.com (CNBC) — Thu, 30 Jan 2025 17:25:35 +0000

Carl Quintanilla, Sara Eisen and David Faber began the show with Eamon Javers, who joined from Reagan Washington National Airport with the latest updates from the tragic on-air collision involving a passenger jet and an Army helicopter. The anchors then shifted to the latest big tech results from Microsoft, Meta, and Tesla with Apple set to report after the bell. Also in the mix; the desk monitored RFK Jr.’s 2nd day of Seante confirmation hearings to become the country’s next HHS Secretary.

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Aviation Tragedy, Southwest Airlines CEO, "Mag 7" Earnings Reaction, The View from OpenAI 1/30/25

podcasts@cnbc.com (CNBC) — Thu, 30 Jan 2025 15:43:12 +0000

Carl Quintanilla, David Faber and Sara Eisen led off in-depth coverage of Wednesday night's tragic collision involving an American Airlines jet and an Army helicopter near Reagan Washington National Airport. Southwest Airlines CEO Bob Jordan offered his perspective on the crash as well as his company's quarterly results. The anchors also discussed market reaction to earnings from three of the "Magnificent 7": Meta, Microsoft and Tesla. Also in focus: An OpenAI executive talks about the startup's future in wake of DeepSeek, Fed aftermath, Caterpillar and UPS join the earnings parade.

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Cramer's Morning Take: CrowdStrike & Danaher 1/29/25

podcasts@cnbc.com (CNBC) — Wed, 29 Jan 2025 17:11:43 +0000

Jim and Jeff discuss the positive outlook for this cybersecurity stock. They also discuss why they sold this life sciences stock. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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SOTS 2nd Hour: Big Tech on Deck, RFK Jr. Confirmation Hearing, and Fed Expectations 1/29/25

podcasts@cnbc.com (CNBC) — Wed, 29 Jan 2025 16:43:18 +0000

Carl Quintanilla, Sara Eisen, and David Faber discussed the latest for stocks on a busy day for earnings (with Meta, Microsoft *and* Tesla after the bell), plus another Fed decision on deck. Within the hour: Goldman’s Head of Corporate Credit broke down why he’s ‘bond bullish’, the team talked what to expect out of Tesla with one analyst forecasting growth ahead (plus the key figures to watch for Meta and Microsoft), and debated key commentary out of T-Mobile and Starbucks driving both names higher. Plus, another downgrade for Apple, this time out of Oppenheimer – the analyst behind that call joined the broadcast to tell us why. Also in focus: Robert F. Kennedy Jr’s confirmation hearing on Capitol Hill; Trump’s Funding Freeze confusion; and why markets expect a pause from the Fed today.

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Starbucks and T-Mobile CEOs, Chips Extend Rebound from Post-AI Sell-Off, Apple Downgraded Again 1/29/25

podcasts@cnbc.com (CNBC) — Wed, 29 Jan 2025 15:30:39 +0000

Carl Quintanilla, Jim Cramer and David Faber led a busy show featuring a CEO Doubleheader: Starbucks' Brian Niccol on the coffee chain's

Q4 beat and turnaround plan, followed by T-Mobile US' Mike Sievert on the company's stronger-than-expected quarterly results and upbeat

subscriber growth forecast. The chip sector builds on its rebound from Monday's AI-fueled sell-off, without help from Nvidia. Also in focus:

Oppenheimer joins the Apple Downgrade parade, what to expect from after-the-bell "Mag 7" earnings and the first Fed rate decision of 2025.

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SOTS 2nd Hour: State of the AI Arms Race, CNBC Fed Survey, Trump’s Tariff Plans 1/28/25

podcasts@cnbc.com (CNBC) — Tue, 28 Jan 2025 16:16:30 +0000

After a historical sell-off, Carl Quintanilla, Leslie Picker, and David Faber broke down the latest for stocks with fresh consumer data at the top of the hour. A slew of earnings movers - from General Motors to Royal Caribbean to Lockheed and more – helping drive markets alongside hangover from yesterday’s big moves, with AI names like Nvidia trying to recoup small gains. Senior Markets Commentator Michael Santoli calling the volatility – and sell-off – a healthy response, find out why to start the hour.

Plus: more on the future of AI – from what Trump’s tariffs could mean for chip stocks, how private markets are handling this DeepSeek news, why one NYU Professor is calling OpenAI the “WeWork of AI” – and a look at the staggering wealth tech billionaires lost in yesterday’s AI carnage.

Also in focus: details on Elon Musk’s new deal with Visa for “X Money Accounts”; Chevron and GE Vernova’s new partnership to power AI data centers; what investors should know about the Smithfield IPO today; results from CNBC’s latest Fed Survey

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Cramer's Morning Take: Winners of DeepSeek Panic 1/28/25

podcasts@cnbc.com (CNBC) — Tue, 28 Jan 2025 16:14:21 +0000

Jim and Jeff discuss the impact of DeepSeek on tech stocks. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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Stocks Stabilize Following Tech Rout, Boeing CEO on Recovery Plan 1/28/25

podcasts@cnbc.com (CNBC) — Tue, 28 Jan 2025 16:12:23 +0000

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Cramer's Morning Take: DeepSeek Panic 1/27/25

podcasts@cnbc.com (CNBC) — Mon, 27 Jan 2025 16:56:46 +0000

Jim and Jeff discuss why this semiconductor stock is a buy. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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SOTS 2nd Hour: Breaking down the sell-off – and just what is DeepSeek? 1/27/25

podcasts@cnbc.com (CNBC) — Mon, 27 Jan 2025 16:31:42 +0000

Stocks selling off on what could be a possible re-rating of U.S. Tech dominance – and a re-evaluation of the AI rally… Carl Quintanilla, David Faber, and Leslie Picker broke down the latest, alongside Senior Markets Commentator Michael Santoli who put today’s numbers into context.

Across the hour, the team discussed the implications of this DeepSeek news for semiconductor stocks, big tech, energy, and private AI companies like OpenAI – plus, got one skeptic’s take on the technology.

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Market Sell-Off: China AI Push Sparks Tech Tumble, Nvidia's Double-Digit Slide 1/27/25

podcasts@cnbc.com (CNBC) — Mon, 27 Jan 2025 15:36:16 +0000

Carl Quintanilla, Jim Cramer and David Faber covered a rough start to the week for stocks. Worries about competition from Chinese AI startup DeepSeek sparked a sell-off on Wall Street, led by Nvidia and other tech names whose shares fell by double digits Power providers that have benefited from the data center boom also saw their shares take a hit. The anchors explored what's at stake for the AI trade. Also in focus: Market bright spots, AT&T's earnings beat, no proxy fight for Pfizer, Jim celebrates the Eagles' NFC Championship victory.

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Cramer's Morning Take: Eli Lilly & Novo Nordisk 1/24/25

podcasts@cnbc.com (CNBC) — Fri, 24 Jan 2025 17:16:01 +0000

Jim and Jeff discuss the latest trials for this pharmaceutical stock. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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SOTS 2nd Hour: Venture Global IPO, CSX CEO, and Boeing’s Big Warning 1/24/25

podcasts@cnbc.com (CNBC) — Fri, 24 Jan 2025 16:51:29 +0000

Another record high on the S&P as Carl Quintanilla, David Faber, and Leslie Picker discussed the state of the record rally – and fresh data at the top of the hour – with Senior Markets Commentator Michael Santoli. A key focus for investors? One of the biggest energy IPOs of the decade, the first test of demand for new listings under Trump: Venture Global. The company’s CEO joined the team with his outlook ahead of the first trade.

Also within the hour: the CEO CSX, breaking down results sending those shares lower; a look at Trump’s battle with the banks over their treatment of conservatives; Boeing’s warning of a big loss ahead; and the global economic outlook according to ECB President Lagarde, IMF Chief Georgieva, and more.

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S&P 500's Record Rally, Meta's $65B AI Investment Plan, Novo Nordisk's Obesity Drug Boost 1/24/25

podcasts@cnbc.com (CNBC) — Fri, 24 Jan 2025 15:44:06 +0000

Carl Quintanilla, Jim Cramer and David Faber discussed the S&P 500 hitting a fresh record high and where "Magnificent 7" stocks fit into the picture. The anchors also reacted to Mark Zuckerberg's plans for Meta to expand AI investment by spending up to $65 billion this year. Also in focus: Novo Nordisk surges on early trial results involving its experimental weight-loss drug, earnings from Dow components American Express and Verizon, LNG exporter Venture Global going public with the largest energy IPO in years, Tim Cook appears in a promo for the Apple TV+ show "Severance."

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SOTS 2nd Hour: Top Tech Picks, A Billionaire Spending Spar, and Davos Deep Dives w/the CEO of Pinterest & SHEIN’s Exec Chairman 1/23/25

podcasts@cnbc.com (CNBC) — Thu, 23 Jan 2025 16:45:54 +0000

Carl Quintanilla and David Faber – alongside Sara Eisen, live from the World Economic Forum in Davos this hour – broke down the latest for stocks on a busy morning for earnings. Tech a key focus after the sector’s best day since November: why one T Rowe Price Portfolio Manager says there’s more room to run, and his top picks in the space. Plus, a look at the stocks set to benefit from Trump’s big AI Stargate Project according to Wells Fargo.

Also making headlines: a spending spar between billionaires… Elon Musk, OpenAI’s Sam Altman, and Microsoft’s Satya Nadella trading public blows over Stargate funding – with fresh developments during the hour.

Additionally: Sara discussed the latest on the consumer front, 2025 regulation concerns, and more - with the CEO of Pinterest and the Executive Chairman of SHEIN, both live from the World Economic Forum in Davos during the hour.

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Stocks' Record Run, Musk-Altman AI Showdown, Apple's Rough January 1/23/25

podcasts@cnbc.com (CNBC) — Thu, 23 Jan 2025 15:50:50 +0000

Carl Quintanilla, Jim Cramer and David Faber discussed what's ahead for the markets one day after the S&P 500 hit a record intraday high. The anchors also reacted to the showdown between Elon Musk and OpenAI CEO Sam Altman over the new Stargate joint venture, whose partners pledged to invest up to $500 billion in U.S. AI infrastructure. Also in focus: Apple in correction territory as this month's worst-performing "Magnificent 7" stock, GE Aerospace surges, Electronic Arts plunges, why BlackRock CEO Larry Fink is "cautiously optimistic," Cramer's take on which companies will have to roll back prices.

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SOTS 2nd Hour: Netflix Gains, Project “Stargate”, and Davos Deep Dives w/the CEOs of BNY & Williams-Sonoma 1/22/25

podcasts@cnbc.com (CNBC) — Wed, 22 Jan 2025 16:31:28 +0000

Carl Quintanilla and David Faber – alongside Sara Eisen, live from the World Economic Forum in Davos this hour – broke down the latest as tech stocks led the broader markets higher. Netflix shares popping double digits after a top and bottom line beat, alongside plans to raise prices here in the US – why Guggenheim says there’s more room to run here.

Plus: Chip stocks alongside Oracle & Softbank in the green after Trump revealed the new “Project Stargate”, a $500B venture to boost AI Infrastructure in the U.S. – the key winners and losers at first glance.

Additionally: Sara discussed the latest on the consumer front – and regulation - with the CEOs of the Bank of New York and Williams-Sonoma, both live from the World Economic Forum in Davos during the hour.

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Arm CEO on AI Infrastructure Joint Venture, Netflix Soars, Exclusive: United Airlines CEO 01/22/25

podcasts@cnbc.com (CNBC) — Wed, 22 Jan 2025 15:37:43 +0000

Carl Quintanilla, Jim Cramer and David Faber discussed stocks extending Tuesday's gains. The tech sector getting a lift one day after President Trump announced that Softbank,

Oracle and OpenAI are forming a joint venture to invest up to $500 billion in AI infrastructure in the U.S. Arm Holdings CEO Rene Haas joined the program to discuss the chip designer's role

in the partnership. The anchors also reacted to Netflix shares soaring on a Q4 beat, record subscriber growth and new price hikes. In a CNBC Exclusive, United Airlines CEO Scott Kirby

discussed the carrier's stronger-than-expected earnings and guidance. The stock has nearly tripled from a year ago. Also in focus: Procter & Gamble, Johnson & Johnson and Travelers join the earnings parade.

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SOTS 2nd Hour: Trump Day 1, Beijing’s Tariff Preparations, & Davos Deep Dives w/the CEOs of Pepsi and Gap 1/21/25

podcasts@cnbc.com (CNBC) — Tue, 21 Jan 2025 16:43:38 +0000

Carl Quintanilla and David Faber – alongside Sara Eisen, live from the World Economic Forum in Davos this hour – broke down the latest for stocks on Day 1 of the Trump Administration. Charles Schwab Chief Investment Strategist Liz Ann Sonders gave her outlook for the broader markets – plus one energy investor talked his top picks given deregulation ahead. Also in focus during the hour: Trump’s impact on Crypto, and how factories across China are preparing for possible tariffs ahead.

Additionally: Sara discussed the latest on the consumer front – and regulation - with the CEOs of Pepsico and Gap, both live from the World Economic Forum in Davos during the hour.

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Cramer's Morning Take: Coterra Energy & Honeywell 1/21/25

podcasts@cnbc.com (CNBC) — Tue, 21 Jan 2025 16:31:08 +0000

Jim and Jeff explain why The Club is trimming its positions in two stocks. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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Markets and Pres. Trump: The Sequel, Mnuchin Talks TikTok, Apple Extends January Losses 1/21/25

podcasts@cnbc.com (CNBC) — Tue, 21 Jan 2025 15:51:21 +0000

On the first trading day since President Trump began his second term in White House, Carl Quintanilla, Jim Cramer and David Faber covered all of the bases regarding what the change in the presidency could mean for investors. The anchors discussed tariffs, tech titans at the inauguration, and the flurry of executive orders the president signed -- including one which halts the ban of TikTok. Former Treasury Secretary Steven Mnuchin joined the program to discuss the future for TikTok and the new Trump administration. Also in focus: Apple slides on a downgrade, 3M leads the earnings winners.

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Cramer's Morning Take: Tiktok Ban 1/17/25

podcasts@cnbc.com (CNBC) — Fri, 17 Jan 2025 17:12:41 +0000

Jim and Jeff discuss the potential winners from a TikTok ban. They also dive into this big tech stock’s dip. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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SOTS 2nd Hour: TikTok SCOTUS Decision & Analysis 01/11/25

podcasts@cnbc.com (CNBC) — Fri, 17 Jan 2025 16:46:37 +0000

Breaking news this hour as the Supreme Court issued their opinion on Tiktok, voting unanimously to uphold the federal law banning the app beginning Sunday unless it’s sold by its China-based parent company Bytedance.

Sara Eisen and Michael Santoli broke down the news with analysis from Wall Street to Washington, including but not limited to: a Bytedance investor, a former NSA General Advisor, an analyst who covers social media stocks, and CNBC’s own Eamon Javers alongside Julia Boorstin, with headlines throughout the hour.

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Markets Reach the End of the Biden Era, Tech Titans Court Trump, TikTok's Fate 1/17/25

podcasts@cnbc.com (CNBC) — Fri, 17 Jan 2025 15:49:41 +0000

Jim Cramer and Sara Eisen discussed market movers on the final trading day before Donald Trump returns to the presidency on Monday. The anchors looked at the best- and worst-performing S&P 500 stocks since Joe Biden became president, including Nvidia skyrocketing more than 900%. Also in focus: Mega-tech CEOs set to attend Trump's inauguration, the Supreme Court and the TikTok ban, Apple's stock slump, the Medicare news that sent shares of obesity drugmakers Eli Lilly and Novo Nordisk lower, Treasury secretary nominee Scott Bessent on Trump tax cuts, a retention award for Goldman Sachs CEO David Solomon.

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SOTS 2nd Hour: Fed Governor Waller, Canada’s International Trade Minister, and Trump’s Treasury Pick Before The Senate 1/16/25

podcasts@cnbc.com (CNBC) — Thu, 16 Jan 2025 16:42:20 +0000

Carl Quintanilla, Sara Eisen and David Faber broke the latest for stocks after another busy morning of data and earnings – plus the Senate Finance Committee’s Confirmation Hearing for Trump’s Treasury pick Scott Bessent.

To start the hour: Fed Governor Waller joined the team to breakdown recent inflation data, telling Sara that rate cuts ARE possible in the next few months. He also noted that December’s CPI could mean PCE – the Fed’s preferred inflation gauge – would come in close to the Fed's target for December.

Also in focus: Trump’s tariff threats towards Canada, and what they would mean for consumers. Canada’s Minister of International Trade not mincing words with the team at Post 9 this hour.

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Cramer's Morning Take: Bristol Meyers & Eli Lilly 1/16/25

podcasts@cnbc.com (CNBC) — Thu, 16 Jan 2025 16:35:57 +0000

Jim and Jeff discuss why you should keep an eye on this biopharmaceutical company. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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Market Rally, More Banking Beats, UNH Results, Bessent Hearing Day 1/16/25

podcasts@cnbc.com (CNBC) — Thu, 16 Jan 2025 15:49:34 +0000

The morning after the best day for stocks since just after the election, Carl Quintanilla, David Faber and Sara Eisen led off the show with better-than-expected earnings from Bank of America and Morgan Stanley. UnitedHealth shares weighed on the Dow after the company issued its first earnings report since the murder of one of its top executives. A surprise appearance by Jim Cramer, back at Post 9 after his San Francisco trip. Hear what he had to say about the markets with a second Trump presidential term just days away — as well as Thursday's confirmation hearing for Trump Treasury secretary pick Scott Bessent.

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SOTS 2nd Hour: CPI Wrap-Up, Bank Earnings Breakdown, & the Road Ahead for LA Real Estate 1/15/25

podcasts@cnbc.com (CNBC) — Wed, 15 Jan 2025 16:50:58 +0000

Carl Quintanilla, Sara Eisen and David Faber broke down the market rally following this morning’s better-than-feared CPI print. Key gainers included categories like Gas, Cars, Airfares and more – with not a single category falling on the month. What does it mean for the Fed and rates?

Also in focus: results out of the financials. The team discussed what to do with stocks like JPMorgan and Citi with an analyst from RBC – plus brought the latest headlines out of Goldman and Wells Fargo’s conference calls, underway during the hour. Additionally, the team talked the latest out of those LA wildfires, with a fresh read from the ground in Pasadena plus “Selling Sunset” agent Jason Oppenheim’s take on the road ahead.

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Stocks Surge on Inflation Data, Big Banks’ Earnings Beats, Quantum "Leap" Returns 1/15/25

podcasts@cnbc.com (CNBC) — Wed, 15 Jan 2025 15:43:53 +0000

Carl Quintanilla, Jim Cramer and David Faber covered all of the bases on inflation and Wednesday's market rally: Stocks surged and yields fell after the December Consumer Price Index's core rate came in tamer than expected. Earnings beats from JPMorgan Chase, Wells Fargo, Goldman Sachs and Citi also fueled investor sentiment. Quantum stocks partied like it's 2024, surging on comments from Microsoft after a rough start to the year. Also in focus: Supreme Court-TikTok watch, California wildfires, Cramer sounds off on the Commerce Department's new rule to curb AI chip exports to China.

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SOTS 2nd Hour: PPI Runs Cool, JPMorgan’s Leadership Change, Live: Lululemon CEO 1/14/25

podcasts@cnbc.com (CNBC) — Tue, 14 Jan 2025 17:04:42 +0000

Carl Quintanilla and David Faber began the hour by breaking down the cooler than expected PPI print, which sparked a market rally. BMO Capital’s Brian Belski also joined the program to discuss why he’s still bullish on the markets going forward. Later in the hour, Leslie Picker previewed the financial earnings on deck and the impact behind JPMorgan’s leadership change, with COO Daniel Pinto announcing that he will retire at the end of next year. Also in the mix: Sara Eisen was live from the NRF Big Show for an interview with Lululemon CEO, Calvin McDonald.

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Cooler Inflation, TikTok and Musk, Cramer Interviews Eli Lilly's CEO 1/14/25

podcasts@cnbc.com (CNBC) — Tue, 14 Jan 2025 15:43:10 +0000

Carl Quintanilla, Jim Cramer and David Faber led off the show with market reaction to wholesale inflation data: The December Producer Price Index came in cooler than economists' forecasts. The anchors also discussed China reportedly weighing a sale of TikTok's U.S. operations to Elon Musk. At the J.P. Morgan Healthcare Conference in San Francisco, Jim interviewed Eli Lilly CEO David Ricks about the company's latest guidance and road ahead for its weight loss drugs. Also in focus: "Magnificent 7" movers, KB Home beats, Signet Jewelers plunges, the California wildfires effect.

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SOTS 2nd Hour: Former FCC Chairman, Zuckerberg vs. Apple, and Banking on Financials 1/13/25

podcasts@cnbc.com (CNBC) — Mon, 13 Jan 2025 16:47:15 +0000

Carl Quintanilla, Sara Eisen and David Faber broke down a big week ahead as another earnings season begins - and the street prepares for fresh inflation data later on. Barclays’ Head of US Equity Strategy laid out where he sees risk ahead, plus one bank CEO defended his bull case – and top picks – for the financials.

Also in focus: Tech & Tiktok. Nvidia shares falling on new AI-related export controls from the Biden Administration, while Apple shares fell into correction territory on a tough report around iPhone sales. Plus, Meta’s Mark Zuckerberg not mincing words about Apple with Joe Rogan – we bring you the highlights. Former FCC Chairman Ajit Pai joined the team to discuss it all, and the path ahead for TikTok given a possible ban.

Finally: the latest on those California wildfires, with a live read from the ground in Altadena – and one developer’s take on everything that could change in the rebuilding process, from permits to construction materials.

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Tech Extends Sell-off, Cramer at J.P. Morgan Healthcare Conference, Zuckerberg Slams Apple 1/13/25

podcasts@cnbc.com (CNBC) — Mon, 13 Jan 2025 15:47:44 +0000

Carl Quintanilla, Jim Cramer and David Faber explored what to make of tech sector weakness following Friday's sell-off. The anchors also reacted to comments Mark Zuckerberg made on Joe Rogan's podcast. The Meta CEO slammed Apple and weighed in on "masculine energy." At the J.P. Morgan Healthcare Conference in San Francisco, Jim discussed his CEO lineup for Monday's night's "Mad Money" as well as the challenges facing the health care sector. Also in focus: Johnson and Johnson to acquire drugmaker Intra-Cellular Therapies for $14.6 billion, Moderna plunges on weak 2025 sales guidance, California wildfires impact, sources tell David that Cleveland-Cliffs is partnering with Nucor in a potential bid for U.S. Steel.

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Cramer's Morning Take: Home Depot 1/10/25

podcasts@cnbc.com (CNBC) — Fri, 10 Jan 2025 16:32:38 +0000

Jim and Jeff discuss why they're buying more of this home improvement stock. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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SOTS 2nd Hour: The Jobs Breakdown w/Chicago Fed President Goolsbee, Plus: Constellation Energy CEO 1/10/25

podcasts@cnbc.com (CNBC) — Fri, 10 Jan 2025 16:16:08 +0000

Carl Quintanilla, Sara Eisen and David Faber broke down this morning’s blowout Jobs Report with Senior Economics Reporter Steve Liesman, alongside Chicago Fed President Austan Goolsbee, who says inflation remains sticky – so investors might need to wait for more rate cuts ahead.

The team also got the latest from California – with a live read from the ground in Altadena, alongside a check-in with one of California’s Fire Battalion Chiefs. Analysts out of JPMorgan now estimating the Palisades blaze could be the costliest fire in U-S history at more than $20B.

Plus: a deep dive on energy with the CEO of Constellation Energy, as those shares surge on a new deal announcement with Calpine – combining two of the country’s largest power generators amid surging demand.

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Hot Jobs Report Hits Stocks, Delta and Walgreens Surge, Constellation's $16.4B Power Play 1/10/25

podcasts@cnbc.com (CNBC) — Fri, 10 Jan 2025 15:30:58 +0000

Carl Quintanilla, Jim Cramer and David Faber explored market reaction to the stronger-than-expected December jobs report: The results sent stocks down sharply and yields higher on concerns the Fed might not cut rates later this month. Shares of Delta and Walgreens surged on the companies' respective earnings beats. Constellation Energy agreed to acquire Calpine for $16.4 billion in cash and stock, as tech companies seek power for their AI data centers. Also in focus: Elon Musk's "best case outcome" for DOGE federal spending cuts, big media players cancel their joint sports streaming venture, California wildfires impact.

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SOTS 2nd Hour: Big Tech Gets Wrecked, A Quantum Slump, the State of Commercial Real Estate 1/8/2025

podcasts@cnbc.com (CNBC) — Wed, 8 Jan 2025 16:46:38 +0000

Carl Quintanilla, Sara Eisen and David Faber began the show with stocks in the red as higher yields continued to bite. Sara broke down the morning’s data – ADP & Jobless Claims – ahead of a big interview with Outgoing Treasury Secretary Janet Yellen, and the team discussed the road ahead for markets with Truist Wealth’s Co-CIO Keith Lerner (who says to bet on Tech here).

A key sector lagging? Big tech, primarily Nvidia. Wedbush still calls the stock a buy, and the analyst behind that call joined the broadcast to defend his price target. Also in focus: Palantir slides into correction territory, quantum computing stocks slump after new comments from Nvidia CEO Jensen Huang, and the state of commercial real estate with RXR Chairman Scott Rechler.

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Quantum Stocks Take a Hit, Palantir's Pullback, California Wildfires 01/08/25

podcasts@cnbc.com (CNBC) — Wed, 8 Jan 2025 15:43:06 +0000

Carl Quintanilla, Jim Cramer and David Faber led off the show with quantum computing stocks sliding by double-digits on comments made by Nvidia CEO Jensen Huang

at CES on Tuesday. But some names in the group remain up more than 1,000 percent over the past 52 weeks. The anchors also explored why another high flyer -- Palantir --

continues to fall from record highs. Also in focus: California wildfires force tens of thousands to evacuate, the 10-year yield jumps with inflation and tariffs in the spotlight,

AMD downgraded,vaccine stocks under pressure, eBay surges, Wall Street firms’ calls on obesity drug makers, Cleveland-Cliffs CEO fires back at U.S. Steel.

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Cramer's Morning Take: Nvidia 1/7/25

podcasts@cnbc.com (CNBC) — Tue, 7 Jan 2025 17:31:04 +0000

Jim and Jeff discuss the rise of this semiconductor stock. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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SOTS 2nd Hour: Live: US Steel CEO, Jensen Huang’s CES Keynote, Apple & Tesla Downgraded 1/7/25

podcasts@cnbc.com (CNBC) — Tue, 7 Jan 2025 16:20:46 +0000

Carl Quintanilla, Sara Eisen and David Faber began the show by discussing the key takeaways from Nvidia CEO Jensen Huang’s keynote at CES. His comments pushed the stock to a new record high before giving up some gains. The anchors also interviewed US Steel CEO, David Burritt on his decision to sue the Biden administration following the company’s failed merger with Nippon Steel. Also in the mix: the desk discussed the big tech downgrades of Apple and Tesla.

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Nvidia CEO's CES Keynote, Apple Hit With a "Sell" Rating, Meta-Mania from Fact-Checking to UFC 1/7/25

podcasts@cnbc.com (CNBC) — Tue, 7 Jan 2025 15:48:21 +0000

Carl Quintanilla, Jim Cramer and David Faber engaged in a wide-ranging discussion about Nvidia – and what CEO Jensen Huang said about AI in his keynote at the Consumer Electronics Show

in Las Vegas Monday night. Shares of the chip giant briefly hit a record high and surpassed Apple as the world's most valuable company. Speaking of Apple, the anchors reacted to MoffettNathanson downgrading

the stock to "sell." Also in focus: Meta scraps its third-party fact checking program and appoints UFC CEO Dana White to its board, snack stocks' multi-year slump, a barrage of Wall Street calls, "Merger Monday" movers.

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Cramer's Morning Take: Tariff Stocks 1/6/25

podcasts@cnbc.com (CNBC) — Mon, 6 Jan 2025 17:41:19 +0000

Jim and Jeff discuss the impact of tariffs on this consumer stock. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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SOTS 2nd Hour: Nvidia Record High Watch, Tech Bears Get Burned, and U.S. Steel Lawsuit Latest 1/6/25

podcasts@cnbc.com (CNBC) — Mon, 6 Jan 2025 17:04:50 +0000

Sara Eisen and Carl Quintanilla discussed the latest for stocks as tech leads the charge – with most of the morning’s gains coming from the chips after strong results out of key player Foxconn. The team broke down the investing outlook for Nvidia and the rest of big tech with an analyst from D.A. Davidson, and a Neuberger Berman CIO who manages more than $500B.

Also in focus: the latest in the battle over U.S. Steel on the heel of new lawsuits, the staggering totals lost by short sellers in last year’s tech rally, and a deep dive on the impact of NYC’s new congestion pricing with a commissioner from the TLC.

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Stocks’ Fast Start, Gearing Up for Nvidia CEO's CES Keynote, U.S. Steel and Nippon Steel Sue Over Biden Blocking Their Merger 1/6/25

podcasts@cnbc.com (CNBC) — Mon, 6 Jan 2025 16:13:42 +0000

Carl Quintanilla and Jim Cramer discussed stocks maintaining their upward momentum after the S&P 500 and Nasdaqsnapped five-day losing streaks on Friday.

The chip sector gets a boost ahead of Monday night's much-anticipated CES keynote by Nvidia CEO Jensen Huang. U.S. Steel and Japan's Nippon Steel sue the

federal government over President Biden's decision to block their merger. Also in focus: President-elect Trump's latest message on tariffs, United Airlines to test

Elon Musk's Starlink on flights, Guggenheim says "sell" Salesforce, Fed speak on rates, Fubo soars on Disney Hulu + Live TV deal, streamers get roasted at the Golden Globe Awards.

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The Nvidia Rally, 2025 Stock Picks, & an Exclusive: Turo CEO talks safety concerns 1/3/25

podcasts@cnbc.com (CNBC) — Fri, 3 Jan 2025 16:58:25 +0000

Sara Eisen and Michael Santoli discussed the latest for stocks as markets rallied to close out the first week of 2025 - though all 3 indices are still lower since Monday. Charles Schwab's Fixed Income Head Kathy Jones broke down her strategy for yields, alongside Janus Henderson's Jeremiah Buckley who argues Goldman Sachs and Royal Caribbean are buys here. Plus, top healthcare picks for 2025, and a new cancer warning around alcohol consumption.

Also in focus: an exclusive with the CEO of car-sharing service Turo, as the company takes the spotlight after news that the trucks involved in New Years Day attacks — in New Orleans and Las Vegas — were rented on their app.

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Cramer's 2025 Market Message, Pres. Biden Blocks U.S. Steel Deal, Tesla Rebounds 1/3/25

podcasts@cnbc.com (CNBC) — Fri, 3 Jan 2025 15:36:20 +0000

With the S&P 500 and Nasdaq in the midst of 5-day losing streaks, Jim Cramer and Sara Eisen discussed stocks trying to recover from the recent pullback. Jim listed some positives that could lead to market gains in 2025. Also in focus: President Biden officially blocks Nippon Steel's planned acquisition of U.S. Steel, a look at why shares of Tesla are rebounding one day after its delivery numbers disappointed investors, shares of alcoholic beverage makers slide after the U.S. surgeon general called for cancer risk warning labels on those companies' products.

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SOTS 2ND Hour: Las Vegas Cybertruck Explosion, Tesla Delivery Miss, ETF's Record Year 01/02/25

podcasts@cnbc.com (CNBC) — Thu, 2 Jan 2025 16:52:00 +0000

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2025 Playbook, "Magnificent 7" Momentum, Tesla Slides on Deliveries 1/2/25

podcasts@cnbc.com (CNBC) — Thu, 2 Jan 2025 15:38:43 +0000

Jim Cramer and David Faber kicked off the first day of trading in 2025 with a look at what's ahead for stocks, following the best two-year stretch for equities since the late 1990s. Hear what Jim had to say about investing in the "Magnificent 7" stocks, including Tesla. Shares of the EV maker fell sharply in reaction to its first decline in annual deliveries. Also in focus: The deadly New Year's Day truck attack in New Orleans and the Tesla Cybertruck explosion outside a Trump hotel in Las Vegas.

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SOTS 2nd Hour: 2024 Market Recap, 2025 Top Picks, & Apple’s China Headwinds 12/31/24

podcasts@cnbc.com (CNBC) — Tue, 31 Dec 2024 16:42:06 +0000

David Faber, Leslie Picker, and Mike Santoli discussed the latest for stocks on the last trading day of 2024. The S&P notching 57 record closes in that time, and on pace for its best 2-year performance since ‘97-98. Within the hour: why one fund manager says to bet on financials and energy here, 2025 picks from the street’s top analysts across retail and restaurants, plus a look at some of the year’s biggest winners (soft commodities) and losers (gaming stocks). Also in focus: Apple headwinds when it comes to China, after the stock’s big run off November lows.

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Computers Hacked at Treasury Department, Top Tech Picks for 2025 12/31/24

podcasts@cnbc.com (CNBC) — Tue, 31 Dec 2024 16:04:05 +0000

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SOTS 2nd Hour: Santa Claus Rally: A Boom or Bust? Plus: The Apple Playbook, and 2024’s Rise of the Dupes 12/30/24

podcasts@cnbc.com (CNBC) — Mon, 30 Dec 2024 16:31:23 +0000

David Faber, Leslie Picker and Mike Santoli discussed the latest for stocks as a potential Santa Claus rally stalls out – with a slew of consumer and big tech names under pressure an hour into trade. Strategists from Citi and Invesco broke down their bull and bear cases for 2025, with the team also focusing in on the future for Chinese equities under president-elect Trump. Plus: Apple $4T watch, a look at 2024’s “rise of the dupes”, and one warning sign flashing for financials.

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Crude Prices Hold Steady, Passenger Plane Crashes in South Korea 12/30/24

podcasts@cnbc.com (CNBC) — Mon, 30 Dec 2024 16:08:58 +0000

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SOTS 2nd Hour: 2024’s Charts of the Year, Navigating Big Tech & What Trump 2.0 Means For China 12/27/24

podcasts@cnbc.com (CNBC) — Fri, 27 Dec 2024 16:48:08 +0000

Sara Eisen and Brian Sullivan talked 2024’s top trends and broke down the outlook for 2025 with CFRA’s Sam Stovall. The team also discussed top picks across Energy and Tech out of RBC and Jefferies – as the Nasdaq fell to end the week. Also in focus: Bitcoin under pressure, falling below $95K in the hour; What a Trump presidency could mean for China with one former Trade Representative warning of pain ahead; and a look at Silicon Valley’s immigration debate.

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2025 Bank M&A Outlook, Earnings Leaders: Tech & Health 12/27/24

podcasts@cnbc.com (CNBC) — Fri, 27 Dec 2024 16:01:18 +0000

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SOTS 2nd Hour: 2025 stocks to watch: from Software to Renewables to Cannabis, plus: IMAX CEO's 2025 Predictions 12/26/24

podcasts@cnbc.com (CNBC) — Thu, 26 Dec 2024 16:52:39 +0000

Sara Eisen and Brian Sullivan broke down the key stocks to watch across multiple sectors this hour: with renewables, software, and cannabis stocks a key focus. Plus: IMAX CEO Rich Gelfond breaks down the bull case for 2025, and one former Fed President's take on the path ahead for rates.

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Goldman Sachs' 2025 AI Predictions, Bitcoin Falls & Mag 7 Performance 12/26/24

podcasts@cnbc.com (CNBC) — Thu, 26 Dec 2024 16:09:18 +0000

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SOTS 2nd Hour: Big Banks Sue The Fed, American Air Grounds Flights, Live: Fmr. Nissan CEO Carlos Ghosn 12/24/24

podcasts@cnbc.com (CNBC) — Tue, 24 Dec 2024 17:00:25 +0000

Sara Eisen and Scott Wapner began the show with breaking news, as a group of banks and business groups sued the Federal Reserve over the annual bank stress tests, saying the current process falls short of its goals. The anchors also discussed American Airlines grounding all flights earlier in the day, due to a technical glitch. Later in the hour: former Nissan CEO Carlos Ghosn joined the program to discuss why Nissan would be a “victim of carnage” if its merger deal with Honda goes through.

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American Airlines Grounded, Big Banks Sue the Fed, Steel Deal in Biden's Hands 12/24/24

podcasts@cnbc.com (CNBC) — Tue, 24 Dec 2024 15:47:36 +0000

Sara Eisen and Scott Wapner led off the show with a Christmas Eve travel nightmare for American Airlines and holiday travelers. The carrier halted its flights for more than an hour due to a technical outage before resuming them. Sara broke news about big banks suing the Federal Reserve over stress tests. Also in focus: A deadlocked government panel leaves the fate of the Nippon Steel-U.S. Steel deal in President Biden's hands, Apple's march toward a $4 trillion valuation, the Santa Claus rally, Netflix's NFL Christmas.

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SOTS 2nd Hour: Qualcomm-Arm Ruling, Fed's Rate Path, Markets & Geopolitical Risks 12/23/24

podcasts@cnbc.com (CNBC) — Mon, 23 Dec 2024 16:51:39 +0000

Sara Eisen and Scott Wapner started the hour with former Dallas Fed President Robert Kaplan, who said the Fed’s uncertainty on the rate path is a good thing. Later in the hour, the anchors also discussed Qualcomm’s legal victory over Arm Holdings, involving a chip licensing dispute. Also in the mix; former IIF CEO Charles Dallara joined the show to discuss how Trump’s potential trade tariffs could rattle the global markets.

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Wild Ride for Stocks, Trump's New Choices, Suspect in Killing of UnitedHealth CEO Pleads "Not Guilty" 12/23/24

podcasts@cnbc.com (CNBC) — Mon, 23 Dec 2024 16:02:34 +0000

Sara Eisen and Scott Wapner led off the show with broader market's wild ride. The S&P 500 coming off its best day since early November and its worst week since election week. Jefferies Chief Market Strategist David Zervos offered his 2025 market outlook. In the Washington spotlight: President-elect Trump's latest picks to serve in his administration, Elon Musk and Capitol Hill drama. Also in focus: Luigi Mangione -- the man accused of killing UnitedHealthcare CEO Brian Thompson -- enters "not guilty" pleas, chips rally, Qualcomm-Arm court ruling effect, a different kind of ring for Apple, investing in Apollo Global following its addition to the S&P 500.

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SOTS 2nd Hour: Chicago Fed President Goolsbee, FedEx's Freight Spinoff, Nike's Turnaround Plan 12/20/24

podcasts@cnbc.com (CNBC) — Fri, 20 Dec 2024 16:55:58 +0000

Carl Quintanilla, Courtney Reagan and David Faber spoke with CNBC’s Steve Liesman and Chicago Fed President Austan Goolsbee about this morning’s PCE print and the Fed’s revised rate outlook. Goolsbee’s comments sparked a market rebound, saying he expects Fed rates to go down by a “judicious amount” in 2025. The desk also hit two key earnings movers: FedEx and Nike. FedEx topped earnings expectations and shares initially rallied after announcing a spinoff of its freight business. Nike shares tried to rebound after its initial drop, following the company’s first quarter under new CEO Elliott Hill.

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Markets and Inflation, Shutdown Deadline Looms, FedEx Spinoff Plans, Nike’s Turnaround Push 12/20/24

podcasts@cnbc.com (CNBC) — Fri, 20 Dec 2024 15:51:10 +0000

With the broader market on track for its worst week in months, Carl Quintanilla, Jim Cramer and David Faber discussed market reaction to PCE -- the Fed's preferred inflation gauge.

A midnight deadline looms for Congress to pass a stop-gap funding bill and avoid a federal government shutdown. Also in focus: The Trump-Musk effect on lawmakers,

FedEx plans to spin off its freight business, Nike's earnings beat and turnaround strategy, Novo Nordisk shares plunge on obesity drug trial results, bitcoin's rough week.

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SOTS 2nd Hour: Stocks Bounce Back, Musk's DC Chaos, Live: Accenture CEO 12/19/24

podcasts@cnbc.com (CNBC) — Thu, 19 Dec 2024 16:34:20 +0000

David Faber, Leslie Picker and Mike Santoli started the hour by discussing the market rebound, a day after stocks tanked on the Fed’s revised rate outlook. The desk also headed down to DC, where Emily Wilkins reported on the likelihood of a government shutdown after Elon Musk and President-elect Trump slammed the bipartisan spending bill. Also in the mix; Accenture CEO Julie Sweet joined the show to breakdown her latest quarterly results, which sent her stock higher.

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Morning After the Sell-off, Micron Tumbles, Trump: Abolish the Debt Ceiling 12/19/24

podcasts@cnbc.com (CNBC) — Thu, 19 Dec 2024 15:52:49 +0000

Carl Quintanilla, Jim Cramer and David Faber engaged in a wide-ranging discussion about markets trying to rebound from Wednesday's Fed-fueled sell-off. Hear why Cramer

believes Fed Chair Powell "got it wrong." Micron shares tumbled on weaker guidance, which overshadowed a Q1 earnings beat. President-elect Trump told NBC News

he's in favor of abolishing the debt ceiling. The anchors discussed Elon Musk's role in the scuttling of a bipartisan spending deal aimed at avoiding a government shutdown.

Food for thought: Olive Garden parent Darden Restaurants surges on earnings, frozen french fry maker Lamb Weston plunges after replacing its CEO and slashing guidance.

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2nd Hour: Countdown to the Fed, Salesforce CEO Marc Benioff, Housing Outlook for 2025 12/18/24

podcasts@cnbc.com (CNBC) — Wed, 18 Dec 2024 17:22:49 +0000

Carl Quintanilla, Sara Eisen and David Faber kicked off the hour by counting down to the big Fed meeting, where the group is expected to cut rates for the third time this year. Later in the show, Sara Eisen played a portion of her interview with Salesforce CEO Marc Benioff, after the company announced it will hire 2,000 people to sell AI products. Benioff detailed why he’s “never been more excited about anything in my entire career.” The CEO of Compass also joined the desk at Post 9 with his outlook for the housing market in 2025.

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Cramer's Morning Take: Fed Preview, Best Buy 12/18/24

podcasts@cnbc.com (CNBC) — Wed, 18 Dec 2024 16:55:31 +0000

Jim and Jeff discuss the positive analyst call for this retail stock. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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Fed Decision Day, Nvidia Rebounds, Starbucks CEO's 100th Day on the Job 12/18/24

podcasts@cnbc.com (CNBC) — Wed, 18 Dec 2024 15:38:09 +0000

Carl Quintanilla, Jim Cramer and David Faber explored how to navigate the markets ahead of Wednesday's Fed interest rate decision. Nvidia shares rebounded as the stock tries

to climb out of correction territory. The anchorsdiscussed Brian Niccol's first 100 days as Starbucks CEO, the challenges he faces and the stock's performance since he took the job.

Also in focus: Honda-Nissan merger talks, Morgan Stanley names Disney a "Top Pick" for 2025, "Magnificent 7" stocks in record territory, the Dow's longest daily losing streak since 1978.

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Cramer's Morning Take: Broadcom 12/17/24

podcasts@cnbc.com (CNBC) — Tue, 17 Dec 2024 17:37:41 +0000

Cramer explains why the Club is selling this chipmaker after its parabolic move. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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SOTS 2nd Hour: Nvidia in Correction Territory, Trump Takes Aim at PBMs, CNBC Fed Survey 12/17/24

podcasts@cnbc.com (CNBC) — Tue, 17 Dec 2024 16:32:34 +0000

Carl Quintanilla, Sara Eisen and David Faber took a closer look at the markets, with the Dow on pace for its biggest losing streak since 1978. One of the group’s components, Nvidia, continued to trade lower; The stock entered correction territory, with shares down more than 10% from its last record close. The desk also turned to President-elect Trump taking aim at pharmacy benefit managers, saying that these “middlemen” are driving up drug costs and need to be eliminated. Shares of UnitedHealth, Cigna and CVS all moved lower on those comments. Senior economics reporter Steve Liesman also joined the show with exclusive results from CNBC’s latest Fed Survey.

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Nvidia Correction, Tesla Extends Record Run, Trump Comments Cause Pain for Health Insurers 12/17/24

podcasts@cnbc.com (CNBC) — Tue, 17 Dec 2024 15:45:20 +0000

Carl Quintanilla, Jim Cramer and David Faber led off the show with Nvidia in correction territory, down more than 10% from its 52-week high and flat over the past six months.

When will the stock hit bottom? A different story for Tesla: Shares hit a fresh record high on an upgrade from Mizuho. The anchors reacted to President-elect Trump's comments

about lowering drug prices and cutting out the "middleman," which weighed on shares of pharmacy benefit manager operators UnitedHealth, Cigna and CVS Health.

Also in focus: Stocks under pressure ahead of Wednesday's Fed rate decision, Pfizer rises on 2025 forecast, Alphabet's quantum leap.

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Cramer's Morning Take: Bristol Myers 12/16/24

podcasts@cnbc.com (CNBC) — Mon, 16 Dec 2024 16:25:33 +0000

Cramer explains why the Club bought more of this pharma stock. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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SOTS 2nd Hour: Holiday Retail, Commercial Real Estate & Qualcomm vs. Arm Trial 12/16/24

podcasts@cnbc.com (CNBC) — Mon, 16 Dec 2024 16:17:28 +0000

Carl Quintanilla, Sara Eisen and David Faber began the hour by breaking down a huge week ahead for investors, including the last FOMC rate decision of 2024. Sara Eisen also reported on Softbank CEO Masa Son planning to invest $100 billion in the U.S. over the next four years. Son also promising to create 100,000 jobs focused on AI and related infrastructure. Later in the hour, one of the biggest names in NYC real estate Bill Rudin joined the set to discuss the state of the industry, with office leasing reaching a post-pandemic high. Also in the mix: Tanger CEO Stephen Yalof discussed the pulse of the consumer and holiday retail shopping.

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Markets and Fed Decision Week, SoftBank CEO to Meet With Trump and Announce $100B U.S. Investment 12/16/24

podcasts@cnbc.com (CNBC) — Mon, 16 Dec 2024 15:41:29 +0000

Carl Quintanilla, Jim Cramer and David Faber discussed a big week ahead for the markets, including the Fed decision on interest rates. Sara Eisen reported SoftBank CEO Masayoshi Son will announce a $100 billion investment in the U.S. over the next four years during a Monday visit to President-elect Trump’s Mar-a-Lago estate in Florida. Also in focus: Elon Musk's windfall grows with shares of Tesla surging 75% since the election, Honeywell considers a plan to separate its aerospace business in wake of activist pressure, Goldman Sachs' 2025 outlook for the S&P 500.

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Cramer's Morning Take: Broadcom 12/13/24

podcasts@cnbc.com (CNBC) — Fri, 13 Dec 2024 17:36:10 +0000

Cramer says this chipmaker is a ‘powerhouse’. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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SOTS 2nd Hour: Broadcom Surges, Bank Regulators in Crosshairs, Crypto Hesitancy 12/13/24

podcasts@cnbc.com (CNBC) — Fri, 13 Dec 2024 16:23:07 +0000

Carl Quintanilla and Sara Eisen took a closer look at Broadcom’s big earnings beat, which sent that stock soaring. The chip giant became the latest company to reach a $1 trillion valuation. Leslie Picker also joined the show to discuss the bank stocks, following reports that advisors to President-elect Trump are looking to shrink or eliminate bank regulators. Also in the mix; Steve Liesman broke out CNBC’s latest All-America Economic Survey, revealing that despite Bitcoin’s big run, the public is still hesitant to own cryptocurrencies.

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Trump on China, Broadcom Soars to $1T Valuation, UNH CEO: Fix "Flawed" Health Care System 12/13/24

podcasts@cnbc.com (CNBC) — Fri, 13 Dec 2024 15:31:21 +0000

Carl Quintanilla and Jim Cramer revisited President-elect Trump's historic Thursday visit to the New York Stock Exchange, including what Trump told Jim about China. The anchors also discussed shares of Broadcom soaring on guidance fueled by AI demand, propelling the chip supplier to a $1 trillion valuation. Also in focus: UnitedHealth Group CEO Andrew Witty's guest essay in The New York Times saying it's time to reform a "flawed" health care system, Costco beats on earnings and RH soars.

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Cramer's Morning Take: Trump's Comments at the NYSE 12/12/24

podcasts@cnbc.com (CNBC) — Thu, 12 Dec 2024 17:40:54 +0000

Cramer breaks down what his conversation with Trump means for Club holdings. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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SOTS 2nd Hour: President-Elect Trump visits the New York Stock Exchange; Nasdaq 20K 12/12/24

podcasts@cnbc.com (CNBC) — Thu, 12 Dec 2024 16:55:08 +0000

Carl Quintanilla, Sara Eisen, and David Faber discussed a historic morning at the New York Stock Exchange: president-elect Trump ringing the opening bell, walking the floor, and speaking with our own Jim Cramer after being named Time Magazine’s “Person of the Year”. NBC News’ Presidential Historian calling it a “very rare kind of appearance”, while Wharton’s Jeremy Siegel focused on Trump’s growth plans. The team also caught up with NYSE President Lynn Martin to discuss the day’s events.

Also in focus: Nasdaq 20K and the key tech names to watch heading into 2025, plus what Tesla’s rally means for Elon Musk’s record-breaking wealth

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History on Wall Street: An Interview with President-Elect Donald Trump at the NYSE 12/12/24

podcasts@cnbc.com (CNBC) — Thu, 12 Dec 2024 15:48:21 +0000

Carl Quintanilla, Jim Cramer and David Faber covered all of the bases on an historic day on Wall Street.President-elect Donald Trump rang the opening bell at the New York Stock Exchange after being named"Person of the Year” by Time magazine for a second time. In a wide-ranging interview on the floor of the exchange, Trump told Cramer what he hopes to accomplish in his second term. Jim also spoke with Trump's choice for Treasurysecretary, Scott Bessent -- and the president-elect's pick for Health and Human Services secretary, Robert F. Kennedy Jr. Billionaire investor Bill Ackman joined the anchors at Post 9 to share his perspective on a second Trump term.

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Cramer's Morning Take: Apple 12/11/24

podcasts@cnbc.com (CNBC) — Wed, 11 Dec 2024 16:49:20 +0000

Cramer says he’s encouraged by this tech stock’s AI roadmap. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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SOTS 2nd Hour: Nov. CPI Print, Grocery Deal Denied, Apple's AI Strategy, 12/11/24

podcasts@cnbc.com (CNBC) — Wed, 11 Dec 2024 16:36:47 +0000

Carl Quintanilla, Sara Eisen and David Faber began the show by breaking down the latest CPI print. Consumers saw inflation pick up slightly in November, as price increases in categories like groceries, gasoline and new cars outweighed a deceleration in others like shelter during the month. The desk also discussed Albertsons terminating its merger agreement with Kroger, while also filing a suit for breach of contract. Also in the mix: mega-cap tech names continued to hit new highs, with Apple also releasing its long-awaited ChatGPT integration with Siri.

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CPI/Inflation Watch, Albertsons Terminates Kroger Merger, GE Vernova and Southwest CEOs 12/11/24

podcasts@cnbc.com (CNBC) — Wed, 11 Dec 2024 15:48:37 +0000

Carl Quintanilla, Jim Cramer and David Faber explored market reaction to November CPI ahead of next week's Fed decision on interest rates.

Albertsons called off its planned merger with Kroger and filed suit against the company for breach of contract, after federal and state judges blocked

their deal. A CEO doubleheader at Post 9: GE Vernova's Scott Strazik discussed his company's outlook after seeing shares skyrocket since April, when it was spun off by

General Electric. Southwest's Bob Jordan spoke about everything from the airline's 2025 outlook to board changes sparked by activism.

Also in focus: President-elect Trump picks Andrew Ferguson to chair the FTC, Walgreens reportedly in talks to be taken private, Nasdaq's march toward 20,000.

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SOTS 2nd Hour: Alaska Flies Higher, The Playbook For 2025, and Odds of a Pause or Pivot 12/10/24

podcasts@cnbc.com (CNBC) — Tue, 10 Dec 2024 16:27:07 +0000

David Faber, Sara Eisen, and Carl Quintanilla discussed the latest for stocks - and the playbook for 2025 with Citi and Evercore’s Chief Equity Strategists. A key debate? Whether the market is over-estimating the odds for rate cuts, given so much positive data and strong earnings commentary. We break down both sides of the argument, and where to put your money to work.

Also in focus: Alaska shares on pace for their best day in years after new guidance – their CEO joined the team to break down the road ahead; Plus what to do with Oracle shares, as they slump on disappointing results there, and a deep dive into Amazon’s burgeoning drone program.

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Cramer's Morning Take: Alphabet 12/10/24

podcasts@cnbc.com (CNBC) — Tue, 10 Dec 2024 16:22:36 +0000

Cramer says it’s worth it to trim holdings of this tech giant. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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Oracle Slides, Morgan Stanley's Jonas Ups Tesla PT to $400, Google's "Quantum" Leap 12/10/24

podcasts@cnbc.com (CNBC) — Tue, 10 Dec 2024 15:50:15 +0000

Carl Quintanilla, Jim Cramer and David Faber led off the show with reaction to shares of Oracle down sharply on a fiscal second-quarter miss and weaker-than-expected guidance.

The anchors also discussed why Morgan Stanley analyst Adam Jonas raised his price target on Tesla to $400 and reiterated the stock's "Top Pick" status.

Also in focus: Alphabet shares jump on Google's quantum computing chip, a look at OpenAI's new "Sora" AI video generation model, Boeing reportedly restarts 737 MAX production,

Alaska Air soars, a sneak peek at "Cities of Success: Salt Lake City" which premieres Tuesday night on CNBC at 10pm ET/PT.

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SOTS 2nd Hour: The Nvidia Way, 2025 S&P Targets, and A Crypto Christmas 12/9/24

podcasts@cnbc.com (CNBC) — Mon, 9 Dec 2024 16:50:49 +0000

David Faber, Sara Eisen, and Carl Quintanilla broke down the latest for stocks ahead of a fresh inflation read later this week – and as a number of Wall Street firms raised their 2025 S&P targets (including Barclays, whose defense of that call is featured within the hour). A key focus? How the consumer’s holding up – and how tariffs could impact spending and the path for rates, with Moody’s Chief Economist arguing it could be a challenging year ahead. That said – another report says rising crypto prices could provide a big tailwind to retailers this holiday season, we’ll explain.

Another key part of today’s broadcast: big tech and what to do with Nvidia shares, as the company faces new scrutiny from Chinese antitrust regulators. The team also caught up with the author of a new deep-dive on the company, “The Nvidia Way: Jensen Huang and the Making of a Tech Giant” to discuss how to spot the next trillion dollar opportunity.

Also in focus: Hershey/Mondelez look at a potential deal, Trump’s “Golden Cabinet”, and a new call on Bank of America

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Cramer's Morning Take: Nvidia Probe 12/9/24

podcasts@cnbc.com (CNBC) — Mon, 9 Dec 2024 16:16:17 +0000

Jim and Jeff discuss Nvidia after a regulator in China said it was investigating the chipmaker over possible violations of the country’s antimonopoly law. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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Record Highs and Parabolic Stocks, China Investigates Nvidia, Ad Giants' Megamerger Deal 12/9/24

podcasts@cnbc.com (CNBC) — Mon, 9 Dec 2024 16:02:59 +0000

Carl Quintanilla, Jim Cramer and David Faber explored what to make of Wall Street firms' price target hiking parade, with the S&P 500 and Nasdaq at record highs.

Hear what Jim said about the catalysts driving the parabolic moves in stocks such as Applovin and Palantir. The anchors also discussed China regulators investigating Nvidia

over possible violations of the country's anti-monopoly law. Also in focus: Bytedance vs. the law that would force a sale or ban of TikTok in the U.S., what President-elect Trump

told NBC News, the Omnicom-Interpublic merger deal to create the world's largest ad agency, Apollo and Workday to enter the S&P 500, why Deutsche Bank named Tesla a "Top Pick" for 2025.

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Cramer's Morning Take: Jobs Report 12/6/24

podcasts@cnbc.com (CNBC) — Fri, 6 Dec 2024 16:31:28 +0000

Cramer discusses the jobs report for November that came in better than expected. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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SOTS 2nd Hour: An Exclusive w/Trump’s New FCC Pick, Big Highs For Big Tech, HPE CEO 12/6/24

podcasts@cnbc.com (CNBC) — Fri, 6 Dec 2024 16:28:31 +0000

David Faber, Melissa Lee, and Carl Quintanilla began the hour by breaking down this morning’s jobs report – coming in better than estimates, though unemployment ticked up to 4.2% - and what it means for stocks. Goldman’s Chief Economist arguing the Fed will still cut rates despite those strong numbers – and a potentially higher inflation print next week. The team also caught up with President-Elect Trump’s pick for FCC Chairman: Current FCC Commissioner Brendan Carr, who gave his vision for policy ahead.

Also in focus: new all-time highs for Apple, Tesla, and Meta; plus a fresh read on AI demand with the CEO of Hewlett Packard Enterprise – after quarterly results there.

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Job Growth Rebounds, Mr. Musk "DOGE" to Washington, Lululemon Soars: CEO "First on CNBC" 12/6/24

podcasts@cnbc.com (CNBC) — Fri, 6 Dec 2024 15:53:40 +0000

Carl Quintanilla, Jim Cramer and David Faber led off the show with the better-than-expected November employment report, as Wall Street awaits this month's Fed decision on interest rates. The anchors also discussed what

Elon Musk said during his Thursday visit to Capitol Hill. He and Department of Government Efficiency (DOGE) task force partner Vivek Ramaswamy met with GOP lawmakers about President-elect Trump's push to slash federal spending.

Lululemon CEO Calvin McDonald joined Carl, Jim and David at Post 9 to discuss his company's quarterly results and holiday season outlook that sent the stock soaring. Also in focus: HPE and Ulta Beauty surge, Nasdaq up 30% in 2024,

the investigation into the killing of UnitedHealthcare CEO Brian Thompson, The NYSE observes a moment of silence in remembrance of Art Cashin -- and the anchors share their memories about the Wall Street veteran.

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Cramer's Morning Take: Disney, Honeywell & TJX 12/5/24

podcasts@cnbc.com (CNBC) — Thu, 5 Dec 2024 17:06:11 +0000

Cramer says this industrial stock continues to overpromise and underdeliver. He also talks about his expectation for a turnaround in this media stock and the analysts price hikes of this retailer. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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SOTS 2nd Hour: Bitcoin $100K, Bath & Body Works CEO, Meta's $10B AI Investment 12/5/24

podcasts@cnbc.com (CNBC) — Thu, 5 Dec 2024 17:04:25 +0000

David Faber, Leslie Picker and Mike Santoli began the hour by discussing Bitcoin hitting $100K, as the crypto’s rally reached new heights. The move higher came the same day that President-elect Trump said he would nominate Paul Atkins as SEC chair. Other names in the space like Microstrategy, Coinbase and Riot Platforms all rallied as well. The show later brought on Bath & Body Works CEO Gina Boswell to discuss her company’s holiday retail strategy. Also in the mix; the desk hit Meta’s plan to build a $10 billion AI data center in Louisiana.

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Record Highs for Stocks, Bitcoin Tops $100,000, Trump Transition: New Picks 12/5/24

podcasts@cnbc.com (CNBC) — Thu, 5 Dec 2024 15:56:03 +0000

David Faber and Jim Cramer discussed a double dose of history and what it means for investors: The major stock indices at record highs -- and bitcoin surpassing $100,000 for the first time, sparked by President-elect Trump choosing former SEC Commissioner

Paul Atkins to chair the agency. The anchors also reacted to more of Trump’s picks, including Gail Slater as the Justice Department's antitrust chief and Fiserv CEO Frank Bisignano to head the Social Security Administration. Also in focus: The investigation into the shooting death of UnitedHealthcare CEO Brian Thompson, Elon Musk's AI push, What Fed Chair Powell and Jeff Bezos told The New York Times DealBook Summit, Disney's dividend hike, American Eagle Outfitters tumbles and leads the retail earnings spotlight.

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Cramer's Morning Take: Eli Lilly & Bristol Myers 12/4/24

podcasts@cnbc.com (CNBC) — Wed, 4 Dec 2024 17:22:47 +0000

Cramer wants to use ‘every opportunity’ to buy more of this pharma stock. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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SOTS 2nd Hour: Breaking News at UnitedHealth, and A Deep Dive with OpenAI’s Sam Altman 12/4/24

podcasts@cnbc.com (CNBC) — Wed, 4 Dec 2024 17:01:46 +0000

At the top of the hour: Carl Quintanilla, David Faber, and Leslie Picker listened in to OpenAI Co-Founder & CEO Sam Altman, live from the New York Times Dealbook Summit. Key topics? The future of AI, the company’s partnership with Microsoft, and Elon Musk. The team also broke down Salesforce results, as shares gained on a top and bottom-line beat. Also in focus: breaking news at UnitedHealth, after an executive was fatally shot in Manhattan ahead of the company’s investor day. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

UnitedHealthcare CEO Fatally Shot, UNH Cancels Investor Day. 12/4/24

podcasts@cnbc.com (CNBC) — Wed, 4 Dec 2024 15:55:47 +0000

Carl Quintanilla, Jim Cramer and David Faber discussed the fatal shooting of Brian Thompson, the CEO of UnitedHealth Group's UnitedHealthcare insurance unit.

The parent company canceled its investor day upon hearing reports about the shooting, which occurred Wednesday morning in New York City. Also in focus: Salesforce shares surge

after AI demand sparked better-than-expected Q3 revenue and Q4 sales guidance, an interview with Richmond Fed President Tom Barkin at the CNBC CFO Council Summit, new milestones for stocks.

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SOTS 2nd Hour: AT&T's New Strategic Plan, Record Holiday Shopping 12/3/24

podcasts@cnbc.com (CNBC) — Tue, 3 Dec 2024 17:10:29 +0000

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Cramer's Morning Take: BlackRock 12/3/24

podcasts@cnbc.com (CNBC) — Tue, 3 Dec 2024 16:41:04 +0000

Jim and Jeff talk about why investors should own this asset manager stock. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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U.S. Steel Deal, AT&T, BlackRock 12/3/24

podcasts@cnbc.com (CNBC) — Tue, 3 Dec 2024 16:17:29 +0000

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Cramer's Morning Take: CrowdStrike 12/2/24

podcasts@cnbc.com (CNBC) — Mon, 2 Dec 2024 16:25:07 +0000

Jim and Jeff discuss the positive news surrounding this cybersecurity stock. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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SOTS 2nd Hour: A Chip On Your Shoulder, Retail Records, and A Tesla Bear-Turns-Bull 12/2/24

podcasts@cnbc.com (CNBC) — Mon, 2 Dec 2024 16:15:10 +0000

Carl Quintanilla, David Faber, and Sara Eisen talked the latest for stocks as the S&P, Dow, and Nasdaq hit more record highs thanks to strength in big tech names like Netflix and Tesla. Tesla’s gains in part driven by a key upgrade from longtime bear Craig Irwin at Roth MKM, finally taking the name to Buy after years of a Hold rating: the team discussed why now. Intel the other big stock to watch, after CEO Pat Gelsinger announced plans to retire… But is the stock a buy here?

Also in focus: bullish luxury demand trends with longtime restaurant & retail investor Ray Washburne; Super Micro shares surge on a new internal probe; and the playbook for broader markets into year-end

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Pat Gelsinger Steps Down As Intel CEO, Black Friday Boost, Trump Throws BRICs on Tariffs 12/2/24

podcasts@cnbc.com (CNBC) — Mon, 2 Dec 2024 15:35:56 +0000

On the first trading day of December, Carl Quintanilla, Jim Cramer and David Faber led off the show with big news in the world of tech: Intel announced that CEO Pat Gelsinger is retiring. The anchors assessed his nearly four-year tenure, during which shares of the chipmaker lost 60% of their value. Flashback: Hear what Gelsinger told Jim on CNBC in 2021, just months after becoming Intel CEO. Also in focus: Black Friday $11 billion online bonanza. President-elect Trump sends BRIC nations a 100% tariff threat, the CEO of Jeep maker Stellantis steps down , Disney's "Moana 2" leads the Thanksgiving weekend box office surge, all things Elon Musk -- from his lawsuit against OpenAI to what his rivals fear most about him.

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SOTS 2nd Hour: The Black Friday Breakdown, plus Stocks & Streaming w/Al Michaels 11/29/24

podcasts@cnbc.com (CNBC) — Fri, 29 Nov 2024 16:28:06 +0000

Carl Quintanilla, David Faber, and Sara Eisen talked the latest for stocks as the S&P hit another record high this shortened Black Friday holiday session. The team got a read from the ground at a local mall, discussed key winners and losers according to UBS, and broke down big trends with the CEO of L.L. Bean.

Also in focus: a deep dive with legendary sportscaster Al Michaels, as he gives his predictions for across stocks, sports, and streaming.

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Bulls Rule in November, Black Friday Is Here, FTC vs. Microsoft 11/29/24

podcasts@cnbc.com (CNBC) — Fri, 29 Nov 2024 15:30:17 +0000

On the last trading day of November, Carl Quintanilla, David Faber and Sara Eisen discussed the markets wrapping up a bullish month for stocks. Can the upward momentum continue into 2025? Veteran strategist Ed Yardeni joined the conversation. Black Friday also in the spotlight: A live report from a mall on the shopping action, how Apple and Amazon are positioned for the holidays, plus auto dealerships' push to lure car buyers. Also in focus: The FTC opens a broad antitrust probe into Microsoft, More reaction to President-elect Trump's tariff threats, why chip equipment makers are in rally mode.

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SOTS 2nd Hour: PCE Breakdown, Retail's "Big 5", and an Exclusive w/the CEO of American Express 11/27/24

podcasts@cnbc.com (CNBC) — Wed, 27 Nov 2024 16:51:50 +0000

Carl Quintanilla, David Faber, and Sara Eisen discussed the latest for stocks ahead of retail's biggest 5 day stretch of the year: Thanksgiving to Cyber Monday. The Fed's preferred inflation gauge - PCE - came in as expected, with the team breaking down what it means for rates ahead. Also in focus: the state of small business with the Chairman & CEO of American Express.

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Inflation and the Fed, Trump's Tariff Threats and Economic Team Picks, A Downer for Dell 11/27/24

podcasts@cnbc.com (CNBC) — Wed, 27 Nov 2024 15:41:46 +0000

One day after the Dow and S&P 500 hit fresh record highs, Carl Quintanilla, David Faber and Sara Eisen discussed a barrage of economic and inflation data ahead of the Fed's December decision on rates. The anchors also delved into President-elect Trump's tariff threats, as well as his choices to round out his White House economic team. A tough earnings picture for tech, led by Dell: Shares of the company tumbled on a revenue miss and light guidance. Also in focus: Softbank's investment in OpenAI, what American Express CEO Stephen Squeri told Sara about the economy, investing in weight-loss drug makers.

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Cramer's Morning Take: Amgen, Best Buy 11/26/24

podcasts@cnbc.com (CNBC) — Tue, 26 Nov 2024 19:32:06 +0000

Cramer outlines how investors should navigate the next few days. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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Squawk on the Street 2ND Hour 11/26/24

podcasts@cnbc.com (CNBC) — Tue, 26 Nov 2024 17:07:43 +0000

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Trump's Tariff Threat, Retail Earnings Ahead of Black Friday, Amgen Tumbles on Weight-Loss Drug Data 11/26/24

podcasts@cnbc.com (CNBC) — Tue, 26 Nov 2024 15:46:09 +0000

Carl Quintanilla, Jim Cramer and David Faber explored President-elect Trump's threat to impose tariffs on Mexico and Canada and raise them on China. What’s at stake for certain sectors in this market? With Black Friday just days away, the anchors discussed earnings and holiday quarter guidance from the likes of Best Buy and Dick's Sporting Goods. Also in focus: Shares of Amgen tumble after a mid-stage trial for its experimental obesity drug misses analyst expectations, President Biden proposes requiring Medicare and Medicaid to cover weight-loss drugs, bitcoin extends post-record slide, California Gov. Newsom vs. Elon Musk, Nvidia's new AI sound model.

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Cramer's Morning Take: Bristol Myers & Eli Lilly 11/25/24

podcasts@cnbc.com (CNBC) — Mon, 25 Nov 2024 19:03:40 +0000

Jim and Jeff discuss why they’re buying this biopharmaceutical stock. They also talk about adding to this pharmaceutical stock. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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SOTS 2nd Hour: Holiday Retail Stock-ing Stuffers, Trump’s Treasury Secretary Pick, and 4 Cases For A Year-End Rally 11/25/24

podcasts@cnbc.com (CNBC) — Mon, 25 Nov 2024 16:28:57 +0000

Carl Quintanilla, David Faber, and Sara Eisen discussed the latest for stocks as the S&P and Dow hit more record highs. Fundstrat’s Tom Lee brought the team his 4 cases for a year-end rally - and bull case for bitcoin $100k - while BMO’s Chief Investment Strategist highlighted Financials, Tech, and Discretionary as 3 sectors with more room to run here.

Also in focus: President-elect Trump picks Scott Bessant for Treasury Secretary, closing arguments begin in the DOJ’s case against Google over advertising tech, and UBS upgrades the ‘Big 6’ tech names to buy.

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Bessent Effect: Dow and S&P 500 Rally to Record Highs 11/25/24

podcasts@cnbc.com (CNBC) — Mon, 25 Nov 2024 15:41:30 +0000

Carl Quintanilla, Jim Cramer and David Faber discussed a record-setting day for stocks: The Dow and S&P 500 surged to new all-time highs Monday, after President-elect Donald Trump named hedge fund manager Scott Bessent as his choice forTreasury Secretary. The anchors explored what Trump’s selection could mean for the markets -- with policy issues ranging from tax cuts to tariffs in the spotlight. Also in focus: A big week for retail, Warren Buffett's huge donation, Universal's "Wicked" and Paramount’s "Gladiator II" surge at the box office.

Disclosure: Comcast is the parent company of NBCUniversal and CNBC. NBCUniversal is the distributor of "Wicked."

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SOTS 2nd Hour: The Trump Trade, Bitcoin Bedlam, Big Box Office Weekend 11/22/24

podcasts@cnbc.com (CNBC) — Fri, 22 Nov 2024 16:24:20 +0000

Carl Quintanilla, Morgan Brennan and David Faber began the hour by breaking down another winning week for stocks, despite some volatility in the MAG7 names. Goldman’s senior equity strategist, Ben Snider, joined the group to discuss how investors have been positioning themselves ahead of the new Trump administration. Also in the mix: CNBC’s Dom Chu joined the hour looking at Bitcoin touching new record highs, getting closer to that $100K milestone. IMAX CEO Rich Gelfond closed out the hour with his thoughts on the huge movie weekend ahead, with ‘Wicked’ and ‘Gladiator II’ hitting theaters.

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Searching for the Next Nvidia, Trump Treasury Secretary Watch, Ken Griffin's Message on Tariffs 11/22/24

podcasts@cnbc.com (CNBC) — Fri, 22 Nov 2024 15:48:08 +0000

Carl Quintanilla, Jim Cramer and David Faber discussed what to make of certain stocks going parabolic. Jim offered words of wisdom when it comes to searching for the next Nvidia.

The Trump transition in the spotlight: The President-elect reportedly floated the idea of choosing former Fed governor Kevin Warsh as Treasury Secretary, and later nominating

him to succeed Jerome Powell as Fed Chair. The anchors reacted to Citadel CEO Ken Griffin's comments about tariff risks. Also in focus: Gap and Ross Stores jump on earnings

and holiday season guidance, Amazon to invest an additional $4 billion in Anthropic, OpenAI vs. Google, dueling magazine covers featuring Elon Musk.

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Cramer's Morning Take: Nvidia 11/21/24

podcasts@cnbc.com (CNBC) — Thu, 21 Nov 2024 18:32:50 +0000

Jim and Jeff break down the market reaction to this chipmaker’s earnings. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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SOTS 2nd Hour: The Nvidia Breakdown, Health of Housing, and Sotheby's $6M Banana 11/21/24

podcasts@cnbc.com (CNBC) — Thu, 21 Nov 2024 17:13:01 +0000

Carl Quintanilla, Courtney Reagan, and David Faber broke down Nvidia results on a volatile morning for shares with an analyst and a shareholder. Also discussed: Nvidia’s impact on the broader market, the street’s reaction to the print, and key risks to the stock’s rally ahead. While Nvidia drove the market conversation, the team also discussed steep losses for Google shares on DOJ/antitrust concerns and other key earnings out of Snowflake.

Plus: the health of housing with the CEO of Compass, and details behind what Sotheby’s calls “the most expensive banana ever”

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Nvidia's Beat and AI Optimism, Musk-Ramaswamy "DOGE" Plan, DOJ vs. Google 11/21/24

podcasts@cnbc.com (CNBC) — Thu, 21 Nov 2024 15:49:33 +0000

Carl Quintanilla, Jim Cramer and David Faber explored Nvidia's better-than-expected Q3 results and optimism about demand for its AI chips. Hear Jim's message aimed at "short-selling clowns." What's next for Nvidia shares? The anchors also reacted to an op-ed in The Wall Street Journal by Elon Musk and Vivek Ramaswamy, in which they outlined their "DOGE" plan to reform government. Also in focus: The DOJ asks a federal judge to force Google to sell its Chrome browser, Snowflake shares soar on earnings and guidance, Palo Alto Networks' quarterly beat, bitcoin's march toward $100,000.

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SOTS 2nd Hour: Not On Target, Cutting the Cord, & The Nvidia Earnings Playbook 11/20/24

podcasts@cnbc.com (CNBC) — Wed, 20 Nov 2024 16:44:58 +0000

Carl Quintanilla, Sara Eisen and David Faber discussed the latest on the retail front after Target shares plunged on weak results and a guidance cut, hurting stocks across the sector. What does it mean for the consumer? And is there pain ahead for retail stocks heading into the holidays? Sara broke down exclusive comments from Target’s COO, who said the consumer is still resilient – but resourceful – while the CEOs of Williams Sonoma and TJX called out strong demand in their results.

Also in focus: prepping for Nvidia results after the bell – can the rally continue?; Comcast’s new plan to spin-off its cable businesses; and CNBC’s official 2024 NHL Valuations, including an exclusive with Utah Jazz & Hockey Club Owner Ryan Smith.

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Target Plunges, Comcast to Spin Off Select Cable Networks, Nvidia Earnings Countdown 11/20/24

podcasts@cnbc.com (CNBC) — Wed, 20 Nov 2024 15:43:04 +0000

Carl Quintanilla, Jim Cramer and David Faber led off the show with Target shares plunging. The retailer cut its holiday quarter forecast and posted its biggest earnings miss in about two years. The anchors compared Target's challenges with Walmart's Q3 beat and raised guidance. Comcast announced its intent to spin off most of NBCUniversal's cable networks to create a new publicly traded company. Also in focus: What to expect from Nvidia's earnings due out after Wednesday's close of trading, Delta's revenue guidance disappoints, earnings from TJX and Williams-Sonoma, President-elect Trump's latest cabinet picks including Dr. Oz, Disney's Treasure cruise ship debut.

Comcast is the parent of NBCUniversal, of which CNBC is a unit.

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SOTS 2nd Hour: Ukraine-Russia Tensions, New Highs for Walmart, RFK Jr.'s Big Food Plans 11/19/24

podcasts@cnbc.com (CNBC) — Tue, 19 Nov 2024 16:46:28 +0000

Carl Quintanilla, Sara Eisen and David Faber discussed the latest headlines out of Russia and Ukraine, after Vladimir Putin lowered the threshold for his country’s use of nuclear weapons. On the earnings front, the desk hit the strong results out of Walmart, which pushed the stock to a new all-time high. Staying with the consumer, Sara Eisen also took a closer look at RFK Jr.’s plans to “make America healthy again,” and broke down which food and snack stocks might be at risk.

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Cramer's Morning Take: CrowdStrike 11/19/24

podcasts@cnbc.com (CNBC) — Tue, 19 Nov 2024 16:25:22 +0000

Jim and Jeff discuss the potential tailwinds for this cybersecurity stock. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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Russia-Ukraine Tensions Roil Markets, Walmart Beats, DOJ vs. Google 11/19/24

podcasts@cnbc.com (CNBC) — Tue, 19 Nov 2024 15:37:26 +0000

Carl Quintanilla, Jim Cramer and David Faber discussed market reaction to the latest Russia-Ukraine war developments, which sent stocks down sharply

around the globe and yields falling in a flight to quality. Russian President Vladimir Putin lowered his country's threshold for use of nuclear weapons. How should

investors navigate this environment? Walmart was a bright spot: Shares moved higher on better-than-expected Q3 results and raised guidance heading

into the holiday season. Also in focus; Justice Department antitrust officials reportedly want Google to sell its Chrome browser, Lowe's shares fall despite a Q3 beat.

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SOTS 2nd Hour: Nvidia Chips Overheating? Tesla’s Road Ahead, Exclusive: Glenview Capital’s Larry Robbins 11/18/24

podcasts@cnbc.com (CNBC) — Mon, 18 Nov 2024 16:49:05 +0000

Carl Quintanilla, Sara Eisen and David Faber began the hour by looking at the markets, after stocks suffered their worst week since early September. Tech was also a big focus today, following a report in The Information that Nvidia AI chips were overheating, which sent shares of the tech giant lower. On the other hand, Tesla shares surged following reports that President-elect Trump’s transition team is looking to ease rules for self-driving vehicles. Also in focus: CVS added 4 new members to its board, including Glenview Capital CEO Larry Robbins, who joined the program for a CNBC exclusive interview.

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Trump Transition and the Musk Effect, Nvidia Under Pressure, CVS Board Shakeup 11/18/24

podcasts@cnbc.com (CNBC) — Mon, 18 Nov 2024 15:41:11 +0000

Carl Quintanilla, Jim Cramer and David Faber led off the show with the "Trump trade." Tesla shares resumed their big post-election rally, on a report stating President-elect Trump's

transition team is seeking to ease rules for self-driving cars. The anchors also discussed the newest selections for Trump's cabinet, as well as Elon Musk's role in the battle for positions

including Treasury Secretary. Also in focus: Nvidia shares move lower on a report about AI chip server worries, CVS Health makes board changes in a deal with activist investor Glenview Capital,

Netflix says the Jake Paul-Mike Tyson fight was a record-breaker, Faber Report on the NBA-Warner Bros. Discovery settlement over broadcast rights.

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Cramer's Morning Take: Best Buy 11/15/24

podcasts@cnbc.com (CNBC) — Fri, 15 Nov 2024 17:16:34 +0000

Cramer says he’s nervous about this tech retailer. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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SOTS 2nd Hour: A Fresh Read on Retail, Trump Transition Latest, and an Exclusive w/Tapestry’s CEO 11/15/24

podcasts@cnbc.com (CNBC) — Fri, 15 Nov 2024 16:37:24 +0000

Carl Quintanilla, David Faber and Sara Eisen discussed the latest for stocks as the S&P heads for a down week. Sara broke down the latest on the retail front – after new data showed U.S. Retail Sales rose for the month of October – and discussed the road ahead for Tapestry in an exclusive with the company’s CEO. Also in focus: Elon Musk’s Elections Scorecard, a big jump in Uranium stocks, Trump’s latest cabinet picks, and key takeaways from a slew of new 13F reports.

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RFK Jr. Impact on Vaccine Stocks, Stock Markets' Fed Angst, Musk's xAI Gets a $6B Boost 11/15/24

podcasts@cnbc.com (CNBC) — Fri, 15 Nov 2024 16:01:52 +0000

Carl Quintanilla, Jim Cramer and David Faber engaged in a wide-ranging discussion about the Trump transition -- including the President-elect's choice of Robert F. Kennedy Jr. to become Health and Human Services secretary, news which sent shares of vaccine makers sharply lower. Also in focus: Stocks extend Thursday's losses on Fed Chair Powell's rate cut comments, a "Faber Report" on Elon Musk's xAI raising as much as $6 billion in fresh capital, tech earnings from Alibaba to Applied Materials, Warren Buffett's Berkshire Hathaway discloses its stake in Domino's Pizza, a special visit from the chairman of a company whose stock is up 150% this year.

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SOTS 2nd Hour: A Disney Deep Dive, Let's (Not) Make a Deal, and An Exclusive from Liberty Media Day w/Chairman John Malone 11/14/24

podcasts@cnbc.com (CNBC) — Thu, 14 Nov 2024 16:35:46 +0000

Carl Quintanilla and Sara Eisen – alongside David Faber, live from Liberty Media’s media day – broke down the results boosting Disney shares alongside this morning’s latest inflation and jobs data. Sara and Carl also hit the latest for Tapestry & Capri, as they call off their mega-merger. Also in focus: exclusives with Liberty Media’s Chairman John Malone on the many changes coming to the company and the media landscape, plus a deep dive with outgoing CEO Greg Maffei on his next ventures.

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Disney "Streams" Higher, John Malone Interview, Charter CEO Exclusive 11/14/24

podcasts@cnbc.com (CNBC) — Thu, 14 Nov 2024 15:42:15 +0000

Carl Quintanilla, Jim Cramer and David Faber led off the show with Disney shares surging on better-than-expected Q4 results and guidance. What's ahead for the company's streaming strategy? David interviewed Liberty Media Chairman John Malone -- the cable pioneer who will soon become the company's Interim CEO. At Liberty Media Investor Day, David spoke exclusively with Charter Communications CEO Chris Winfrey about the company's all-stock deal to acquire Liberty Broadband. Also in focus: Cisco's earnings beat, the post-election rally stalls, "China effect" on the markets, Delivering Alpha highlights -- from AI-generated video featuring David and Andrew Ross Sorkin, to Ben Affleck on linear as a "tremendous opportunity."

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SOTS 2nd Hour: China Tariffs Impact, Swiftonomics, and Dogecoin Spikes 11/13/24

podcasts@cnbc.com (CNBC) — Wed, 13 Nov 2024 16:35:07 +0000

Carl Quintanilla, Sara Eisen and David Faber began the hour with the markets, a day after the S&P and Nasdaq broke a 5-day win streak. Later in the hour, Eunice Yoon joined live from Beijing looking at the impact of President-elect Trump’s proposed China tariffs. Also in focus: the desk discussed the spike in Dogecoin following news that Elon Musk would join the new Trump administration, and ‘Heartbreak Is the National Anthem’ author Rob Sheffield joined the set at Post 9 to discuss the economic impact of Taylor Swift.

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Cramer's Morning Take: Home Depot 11/13/24

podcasts@cnbc.com (CNBC) — Wed, 13 Nov 2024 16:20:42 +0000

Cramer thinks this Club holding will benefit if mortgage rates fall. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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Inflation Watch, Major Changes at Liberty Media, Trump Transition and Elon Musk's New Role 11/13/24

podcasts@cnbc.com (CNBC) — Wed, 13 Nov 2024 15:38:55 +0000

One day after the post-election rally took a detour, Carl Quintanilla, Jim Cramer and David Faber discussed market reaction to inflation data -- a slight increase in October CPI year-over-year. Lots of news involving Formula 1 owner Liberty Media: Greg Maffei is stepping down as CEO at the end of this year and will be succeeded by chairman John Malone on an interim basis. Liberty is spinning off most of its assets and Charter Communication agreed to acquire Liberty Broadband in an all-stock deal. Also in focus: The Trump transition and Elon Musk's role in a new "Department of Government Efficiency," Nvidia and Softbank forge an AI partnership, Volkswagen's $5.8 billion investment in EV maker Rivian.

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Cramer's Morning Take: Home Depot 11/12/24

podcasts@cnbc.com (CNBC) — Tue, 12 Nov 2024 16:41:32 +0000

Cramer sees an opportunity to buy more of this home improvement stock. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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SOTS 2nd Hour: The Rally Rolls On, Bitcoin Blasts Off, and Elliott’s Big Industrial Play 11/12/24

podcasts@cnbc.com (CNBC) — Tue, 12 Nov 2024 16:36:56 +0000

Carl Quintanilla, David Faber and Sara Eisen discussed the latest for stocks after the S&P 500 passed 6k for the first time, and Bitcoin staged a historic rally to new all-time highs. Also in focus: Exclusive comments from Home Depot’s CFO after fresh numbers there; Why one $26 billion dollar asset manager says to bet on healthcare here; The latest from West Palm Beach as Trump’s transition makes headlines; And a deep dive into Meta and Honeywell, two stocks targeted by activist investors today.

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Post-Election Rally, Honeywell Surges on Activist's Stake, Shopify Pres. on Q3 Beat and Soaring Stock 11/12/24

podcasts@cnbc.com (CNBC) — Tue, 12 Nov 2024 15:34:03 +0000

Carl Quintanilla, Jim Cramer and David Faber stayed on top of the record-setting post-election rally.The anchors also reacted to activist investor Elliott Management taking a $5 billion stake in Honeywell, sending shares of the Dow component up sharply. Shopify President Harley Finkelstein joined the program to discuss his company's better-than-expected results, which sparked a 20% surge in its stock. Also in focus: Home Depot's earnings beat and view on the consumer, Trump transition update, all things Tesla.

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SOTS 2nd Hour: More Market Records, Bitcoin All-Time Highs, and Trump 2.0 Stocks To Watch 11/11/24

podcasts@cnbc.com (CNBC) — Mon, 11 Nov 2024 16:49:51 +0000

Carl Quintanilla, David Faber and Sara Eisen discussed the latest for stocks after the S&P 500 hit its 50th all-time high of the year. Can the rally continue? CFRA’s Sam Stovall brought the team his predictions, while one business leader projected more M&A activity ahead. Also in focus: Bitcoin all-time highs, rent vacancies falling for the first time in 2 years, and a deep-dive on one outperforming sector on the year: the airlines.

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Post-Election Rally: New Record Highs, Tesla Remains Red Hot 11/11/24

podcasts@cnbc.com (CNBC) — Mon, 11 Nov 2024 15:50:56 +0000

Carl Quintanilla, David Faber and Sara Eisen discussed the post-election rally gaining steam. Major stock indices and bitcoin setting new all-time highs. The anchors explored "Trump trade" winners including Tesla: Shares of the EV Maker extended their nearly 30% gain from last week, thanks to Elon Musk's connection with the President-elect. Also in focus: What Citi CEO Jane Fraser told Sara about regulation under a new Trump administration, Wall Street calls on Nvidia, Trump vs. Fed Chair Powell, the post-election windfall for CEOs of mega-cap companies, honoring our veterans.

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Cramer's Morning Take: Honeywell 11/8/24

podcasts@cnbc.com (CNBC) — Fri, 8 Nov 2024 17:32:09 +0000

Jim and Jeff explain why The Club is selling this industrial stock. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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SOTS 2nd Hour: Live from Citi's TMT Leadership Conference in Pebble Beach, CA with Citi and IBM CEOs 11/8/24

podcasts@cnbc.com (CNBC) — Fri, 8 Nov 2024 16:57:16 +0000

Carl Quintanilla and David Faber – alongside Sara Eisen, live from Pebble Beach, California this morning – broke down another morning of record highs for stocks following the Fed’s decision to cut rates. Also in focus: big gains for tech stocks this week, with Sara exclusively interviewing the CEOs of Citi and IBM in the hour.

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Record Highs for Stocks, China's $1.4T Stimulus Effect, Musk's Post-Election Windfall 11/08/24

podcasts@cnbc.com (CNBC) — Fri, 8 Nov 2024 15:50:44 +0000

Carl Quintanilla, Jim Cramer and David Faber explored why China's new $1.4 trillion stimulus package disappointed investors, sending Chinese stock markets and

shares of Alibaba, PDD and JD.com lower. EVs also in the spotlight: Data show Tesla's post-election rally boosted Elon Musk's net worth to $290 billion. The anchors

also reacted to quarterly results from Rivian and Lucid. Also in focus: New record highs for the Dow and S&P 500 one day after the Fed's rate cut, Nvidia's Dow debut

and milestone $3.6 trillion valuation, earnings winners and losers, Wall Street players looking to influence the incoming Trump Administration.

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Cramer's Morning Take: BlackRock 11/7/24

podcasts@cnbc.com (CNBC) — Thu, 7 Nov 2024 17:07:42 +0000

The Club is buying this asset manager as bank stocks soar. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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SOTS 2nd Hour: Fed Decision Day + A Deep Dive with the CEOs of Arm, Ralph Lauren, and Zillow 11/07/24

podcasts@cnbc.com (CNBC) — Thu, 7 Nov 2024 16:45:01 +0000

Carl Quintanilla, Sara Eisen, and David Faber – alongside Jim Cramer at the top of the hour – broke down the latest for stocks ahead of another Fed decision on rates. The CEOs of Arm and Zillow joined the team to exclusively talk results and their outlook for 2025. Also in focus: recession odds according to CNBC’s latest Fed Survey, plus deep dives into the numbers giving Ralph Lauren and Warner Brothers shares a boost.

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Historic Post-Election Rally, Qualcomm and Arm Earnings, Tech CEOs and Trump: Round 2 11/07/24

podcasts@cnbc.com (CNBC) — Thu, 7 Nov 2024 15:46:14 +0000

Carl Quintanilla, Jim Cramer and David Faber discussed stocks extending gains from Wednesday's historic rally, which saw the Dow surge by more than 1,500 points –

and the S&P 500 achieve its best post-election day performance ever. The anchors also reacted to chip sector earnings from Qualcomm and Arm Holdings.

Also in focus: Tech CEOs congratulate President-elect Trump and prepare to deal with his upcoming administration, why BofA raised its price target on Tesla,

Elon Musk features David in an X (formerly Twitter) post, quarterly results send shares of Warner Bros. Discovery, Under Armour and Zillow soaring.

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Cramer's Morning Take: Trump Trades 11/6/24

podcasts@cnbc.com (CNBC) — Wed, 6 Nov 2024 17:19:57 +0000

Jim and Jeff discuss stock winners with Trump’s victory and how to play those stocks. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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SOTS 2nd Hour: Markets Rally on Trump Victory 11/6/24

podcasts@cnbc.com (CNBC) — Wed, 6 Nov 2024 16:31:26 +0000

Carl Quintanilla, Sara Eisen and David Faber broke down the massive rally in stocks following President Elect Trump’s victory. The Dow, S&P and Nasdaq all notched new record highs, with the financial sector leading the way. The desk also spoke to Wedbush analyst Dan Ives as Tesla shares also surged, as investors bet that a Trump victory would benefit major backer and Tesla CEO Elon Musk.

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Stock Markets Soar to Record Highs on Trump Election Victory 11/06/24

podcasts@cnbc.com (CNBC) — Wed, 6 Nov 2024 15:45:28 +0000

Carl Quintanilla, Jim Cramer and David Faber discussed what to make of stocks surging to record highs, sparked by President-elect Donald Trump's election victory over Vice President Kamala Harris.

The Dow soared into 1,000-point territory for its best day in two years. The anchors explored the "Trump trade" winners from Elon Musk's Tesla to the big banks. Post-election stock losers were part

of the discussion. Also in focus: M&A and regulatory scenarios under a new Trump administration, More woes for Super Micro, CVS Health surges, the rally in Trump Media shares rolls on.

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SOTS 2nd Hour: Presidential Election Edition 11/5/24

podcasts@cnbc.com (CNBC) — Tue, 5 Nov 2024 16:43:48 +0000

It’s finally election day – and Carl Quintanilla, Sara Eisen and David Faber are breaking down market predictions under either presidency for energy, technology, autos, and more. Also in focus: the housing affordability problem facing battleground states; why the wealthy are leaving the U.S. at record levels; and the latest as Boeing workers end their strike.

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Cramer's Morning Take: DuPont 11/5/24

podcasts@cnbc.com (CNBC) — Tue, 5 Nov 2024 16:19:16 +0000

Jim and Jeff break down the earnings beat of this chemical maker. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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What's At Stake for the Markets, Palantir Soars on AI Demand 11/05/24

podcasts@cnbc.com (CNBC) — Tue, 5 Nov 2024 15:39:23 +0000

Election Day is finally here! Carl Quintanilla, Jim Cramer and David Faber discussed the markets bracing for results of the presidential election -- as polls show a neck and neck race between Vice President Harris and former President Trump. Cramer explains what the election outcome could mean for certain stocks. The anchors also reacted to shares of Palantir soaring on upbeat results and guidance. The company’s CEO Alex Karp cites "unrelenting AI demand." Also in focus: Dollar Tree CEO steps down, Boeing union votes to end strike, fast food and the earnings parade, remembering Home Depot co-founder Bernie Marcus.

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SOTS 2nd Hour: One Day More, Another Rate Decision Ahead, and Nuclear Stocks Lose Energy 11/4/24

podcasts@cnbc.com (CNBC) — Mon, 4 Nov 2024 16:33:44 +0000

Carl Quintanilla, Sara Eisen and David Faber discussed the latest for stocks as markets kick off a make-or-break week: with an election, a FOMC meeting and results out of 1/5 of the S&P 500 ahead. Also in focus: regulators blocked Amazon’s nuclear power agreement with Vistra, bringing down stocks across the sector; plus: a deep dive on the new names joining the Dow 30 (Sherwin Williams & Nvidia).

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Markets’ Election Countdown, Nvidia Heading to the Dow, Buffett's Berkshire Slices Apple Again 11/04/24

podcasts@cnbc.com (CNBC) — Mon, 4 Nov 2024 15:37:56 +0000

Carl Quintanilla, Jim Cramer and David Faber explored what's at stake for the markets with one day to go before Election Day -- and ahead of this week's Fed decision on interest rates. The future for Chinese stimulus also in the mix. The anchors discussed Nvidia and Sherwin-Williams being added to the Dow, replacing Intel and Dow, Inc. effective Friday. Hear what Cramer said about investing in Intel. Also in focus: Warren Buffett's Berkshire Hathaway boosts its cash hoard to $325 billion and unloads more of its stake in Apple, Tesla falls on China EV sales data, "Faber Report" on a federal regulator's rejection of a data center agreement involving Amazon -- plus the stocks taking a hit on that news.

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SOTS 2nd Hour: Apple’s Surprise Sales, Amazon’s Cloud Dreams, and Boeing’s Light At The End Of The Tunnel 11/1/24

podcasts@cnbc.com (CNBC) — Fri, 1 Nov 2024 15:50:13 +0000

Carl Quintanilla and Leslie Picker broke down the latest results out of big tech – namely Apple and Amazon. Are concerns over holiday iPhone demand overblown? Wedbush’s Dan Ives defended his bullish thesis as Apple shares underperformed. Headed in the opposite direction? Amazon – the stock gaining after at least 10 firms raised their price targets on the name following strong earnings; SOTS broke down the numbers with one analyst forecasting more gains ahead.

Also in focus: A noisy October Jobs Report; Boeing’s newest labor proposal for striking workers; Financials’ October rally

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Apple and Amazon Earnings Reaction, Chevron CEO "First on CNBC," Jobs Report Surprise 11/01/24

podcasts@cnbc.com (CNBC) — Fri, 1 Nov 2024 14:47:28 +0000

Carl Quintanilla and Jim Cramer delivered a breakdown of quarterly results from Apple and Amazon, plus how investors should view the post-earnings moves of both stocks. Chevron Chairman & CEO Mike Wirth joined the program to discuss what drove the energy giant's better-than-expected Q3 numbers. Also in focus: October job creation comes in at 12,000 non-farm payrolls -- well below forecasts, stocks off to a fast start in November, Boeing and union leaders reach a new tentative labor deal, Intel surges, former President Trump uses violent language to attack former Rep. Liz Cheney.

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Cramer's Morning Take: Meta 10/31/24

podcasts@cnbc.com (CNBC) — Thu, 31 Oct 2024 16:04:25 +0000

Jim Cramer and Jeff Marks discuss the share moves in this mega-cap tech stock. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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SOTS 2nd Hour: A Meta Disappointment, (Micro)Soft Results and Comcast Spins-off? 10/31/24

podcasts@cnbc.com (CNBC) — Thu, 31 Oct 2024 15:31:10 +0000

Scott Wapner, Leslie Picker, and Michael Santoli discussed more big tech results – this time out of Microsoft and Meta – and got the playbook for Apple earnings with a live read from Cupertino. Also in focus: Comcast makes headlines with a potential spin off of its cable assets; Booking Holdings’ CEO Glenn Fogel on strong consumer demand; plus the breakdown of big moves in pandemic darlings Peloton and Robinhood

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Meta and Microsoft Fall, Apple and Amazon Earnings Countdown, New Starbucks CEO's Turnaround Message 10/31/24

podcasts@cnbc.com (CNBC) — Thu, 31 Oct 2024 14:51:27 +0000

Jim Cramer and Scott Wapner covered the bases on the "Magnificent 7" earnings front: Meta and Microsoft shares under pressure as guidance related to AI overshadowed better-than-expected profits and revenue. The anchors also discussed what to expect from Apple and Amazon earnings due out after Thursday's close of trading. David Faber called in with analysis of breaking news from Comcast: The company said it is considering spinning out its cable networks as a separate entity. Also in focus: What Starbucks' new CEO Brian Niccol told CNBC about his turnaround plan after the company's results missed Wall Street estimates, Earnings winners and losers including Uber and DoorDash, Super Micro shares continue to collapse.

Comcast is the parent of NBCUniversal, of which CNBC is a unit.

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Cramer's Morning Take: AMD 10/30/24

podcasts@cnbc.com (CNBC) — Wed, 30 Oct 2024 16:01:50 +0000

Jim and Jeff discuss the earnings report from this semiconductor stock. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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SOTS 2nd Hour: Alphabet’s Big Beat, Super Micro Tanks, Exclusive: Ray Dalio 10/30/24

podcasts@cnbc.com (CNBC) — Wed, 30 Oct 2024 15:29:23 +0000

Carl Quintanilla and David Faber began the hour by breaking down the biggest earnings movers including Alphabet, Eli Lilly and Caterpillar. The desk also hit Super Micro; shares of the stock plunged after the company’s auditor E&Y resigned. Later in the hour, Sara Eisen joined the show live from Saudi Arabia, for an exclusive interview with Bridgewater founder Ray Dalio.

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Earnings Deluge: Lilly Tumbles, Alphabet Surges, AMD CEO Exclusive 10/30/24

podcasts@cnbc.com (CNBC) — Wed, 30 Oct 2024 14:27:23 +0000

Carl Quintanilla, Jim Cramer and David Faber discussed what investors should make of a slew of earnings reports: Eli Lilly shares tumbled on Q3 results that missed expectations,

as sales of the company's popular diabetes and weight-loss drugs disappointed Wall Street. Alphabet up sharply on a blowout quarter, thanks to the cloud and AI. AMD CEO Lisa Su

joined the program to discuss the company's Q3 results, guidance and AI strategy. Also in focus: The reason behind the 30% plunge in Super Micro shares, Caterpillar misses,

Reddit soars to a record high after swinging to a surprise profit, a preview of after-the-bell earnings from Microsoft and Meta.

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Cramer's Morning Take: Stanley Black & Decker 10/29/24

podcasts@cnbc.com (CNBC) — Tue, 29 Oct 2024 16:34:14 +0000

Cramer says buy this toolmaker’s stock after a downgrade. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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SOTS 2nd Hour: Big Tech on Deck, Reversing on Ford, and Live From Davos in the Desert 10/29/24

podcasts@cnbc.com (CNBC) — Tue, 29 Oct 2024 15:39:20 +0000

Carl Quintanilla, Melissa Lee and David Faber discussed the latest headlines on another busy morning of results out of McDonald’s, Pfizer, Ford and more – plus, the playbook for Alphabet results after the bell today. Also in focus: a read from ground at the FII’s 8th annual conference - aka ‘Davos in the Desert’ – on the heels of a blockbuster panel from our Sara Eisen with 12 of the world’s biggest financial CEOs (Goldman’s Solomon and Citi’s Fraser among them), plus a deep dive on the sector with the street’s #1 analyst in the space.

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Blue Chips Lead Earnings Parade, China Stimulus and the U.S. Election, Trump Triple Jump 10/29/24

podcasts@cnbc.com (CNBC) — Tue, 29 Oct 2024 14:45:12 +0000

Carl Quintanilla, Jim Cramer and David Faber led off the show with results from Dow components McDonald's and Pfizer. The anchors reacted to what McDonald's CEO had to say on the

company’s earnings call about the E. coli outbreak. They also discussed what's ahead for Pfizer on the activist front. The U.S. election in focus as China reportedly considers issuance of $1.4 trillion

in extra debt. Also in the mix: Earnings winners and losers as Ford slumps on guidance, Trump Media shares have more than tripled month-to-date, Boeing share sale raises $21 billion.

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Cramer's Morning Take: Apple 10/28/24

podcasts@cnbc.com (CNBC) — Mon, 28 Oct 2024 16:29:21 +0000

Jim and Jeff discuss their disappointment in this mega-cap tech stock. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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SOTS 2nd Hour: Prepping for Big Tech Earnings, Woes Growing At Boeing, and Rating Apple’s AI Roll-out 10/28/24

podcasts@cnbc.com (CNBC) — Mon, 28 Oct 2024 15:43:30 +0000

Carl Quintanilla, Deirdre Bosa and David Faber discussed the latest headlines surrounding the Magnificent 7 names – ahead of results out of Alphabet, Meta, Amazon, Apple, and Microsoft. Also in focus: the latest on the elections front, including CNBC’s proprietary data around undecided voters and the possible impact for chip stocks; plus, a capital raise at Boeing sending shares lower.

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Rolling a "7" for Tech, Boeing's $19B Capital Raise, Trump Rally and Musk's $2T Message 10/28/24

podcasts@cnbc.com (CNBC) — Mon, 28 Oct 2024 14:53:01 +0000

With the Nasdaq in the midst of a seven-week win streak, Carl Quintanilla, Jim Cramer and David Faber explored what to expect as we enter the busiest week of earnings season -- including results from five of the "Magnificent 7." Boeing announced a $19 billion capital raise in wake of the jet maker's safety issues and machinists' strike. The anchors discussed shares of Trump Media extending Friday's big gains, plus reaction to former President Trump's Sunday rally at New York's Madison Square Garden -- where Elon Musk stated his case for cutting $2 trillion from the federal budget. Also in focus: Oil prices tumble, Delta sues CrowdStrike, McDonald's says it will resume selling the Quarter Pounder after its beef supply was cleared in an E. coli investigation, the staggering post-IPO returns from Home Depot.

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SOTS 2nd Hour: Nasdaq Record Highs, Musk’s Wealth Gains (Plus Putin Headlines), and Capri Sun-k 10/25/24

podcasts@cnbc.com (CNBC) — Fri, 25 Oct 2024 15:21:36 +0000

Carl Quintanilla, Sara Eisen and David Faber discussed the latest on the earnings front as the Nasdaq hits fresh all-time highs – and Tesla sees its best weekly performance since 2013. CEO Elon Musk making headlines after the stock move boosted his wealth by billions – but a new Journal report detailing the billionaire’s close relationship with Russian President Putin also a key focus for investors this morning. Sara and David broke down the road ahead for Tapestry and Capri, after their retail mega-merger was blocked by a federal judge. Plus: CNBC’s latest read on the election, from how consumers are feeling about the economics of a Trump or Harris presidency, to a fresh read from the ground in the battleground of Kenosha, Wisconsin.

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Tesla’s Big Rally and All Things Musk, Tapestry-Capri Merger Blocked, Apple Downgraded 10/25/24

podcasts@cnbc.com (CNBC) — Fri, 25 Oct 2024 14:29:44 +0000

Carl Quintanilla, Jim Cramer and David Faber discussed Tesla coming off its biggest one-day gain in more than a decade -- boosting CEO Elon Musk's position as the world's wealthiest person. What's next for the stock? The anchors also reacted to The Wall Street Journal reporting Musk has been in regular contact with Russian President Vladimir Putin since late 2022. Also in focus: Capri Holdings shares plummet after a federal judge blocks the company’s planned merger with Coach parent Tapestry, Apple hit with a rare Wall Street downgrade to "underweight," Alphabet's driverless car unit Waymo closes a $5.6 billion funding round, Cramer's take on investing in Intel.

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SOTS 2nd Hour: Consumer “Election Uncertainty”, Tesla’s Electric Boogaloo and A Deep-Dive With ServiceNow’s CEO 10/24/24

podcasts@cnbc.com (CNBC) — Thu, 24 Oct 2024 15:30:43 +0000

Carl Quintanilla, Sara Eisen and David Faber discussed the latest out of names like Tesla, UPS, IBM and more on the heels of another busy morning for earnings. Plus – a look at the growing trend of so-called “election uncertainty” and how it’s impacting consumers and industries across the U.S.; an exclusive with the CEO of ServiceNow as they bet big on GenAI; the results of CNBC’s All-America Survey; and the latest from the airlines after activist news at Southwest and more negative headlines for Boeing.

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Cramer in the Gulf of Mexico, Tesla Soars, Exclusive: Southwest CEO on Board Changes 10/24/24

podcasts@cnbc.com (CNBC) — Thu, 24 Oct 2024 14:40:59 +0000

Carl Quintanilla, Jim Cramer and David Faber led off the show with a unique focus on energy, featuring Jim in the Gulf of Mexico on Chevron's "Anchor" platform. The company's CEO Mike Wirth made a cameo appearance ahead of Cramer's interview with him Thursday night on "Mad Money." The anchors engaged in a wide-ranging discussion about Tesla shares surging on Q3 results and CEO Elon Musk's vehicle sales forecast. Southwest Airlines CEO Bob Jordan joined the program exclusively. He discussed the company's agreement with activist investor Elliott to add six directors to the carrier's board. Also in focus: Boeing's machinists union votes to reject the jet maker's latest contract offer, earnings winners and losers.

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Cramer's Morning Take: Starbucks 10/23/24

podcasts@cnbc.com (CNBC) — Wed, 23 Oct 2024 15:55:09 +0000

Jim and Jeff discuss the rough earnings estimates for this food retail stock. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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SOTS 2nd Hour: Food Fallout, New Boeing CEO’s First Earnings, Exclusive: Coke CEO 10/23/24

podcasts@cnbc.com (CNBC) — Wed, 23 Oct 2024 15:32:12 +0000

Carl Quintanilla, Sara Eisen and David Faber began the hour with an exclusive interview with Coca-Cola CEO James Quincey, where they discussed the company’s quarterly results, the state of the consumer and how the 2024 election will impact prices. Staying with the consumer space, the desk broke down the prelim results out of Starbucks and the E. coli outbreak linked to McDonald’s. Also in the mix: The anchors highlighted Boeing’s latest quarter, with new CEO Kelly Ortberg saying the company is setting its sights on a ‘leaner’ future following a quarterly loss of more than $6 billion.

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McDonald’s Slides on E. Coli Outbreak, Starbucks Slumps, Boeing CEO Exclusive 10/23/24

podcasts@cnbc.com (CNBC) — Wed, 23 Oct 2024 14:53:02 +0000

Carl Quintanilla, Jim Cramer and David Faber discussed big stories on the food front: McDonald's shares down sharply after the CDC linked an E. coli outbreak to the company's Quarter Pounder hamburgers. Starbuck shares also under pressure after the coffee chain suspended guidance for fiscal 2025 and announced preliminary Q4 results that disappointed Wall Street. Boeing CEO Kelly Ortberg joined the program to talk about his turnaround plans for the jet maker -- after it posted a $6 billion loss in Q3, ahead of Wednesday's key union workers' vote on a wage deal that could end a weeks-long strike. Also in focus: Earnings from the likes of AT&T and Coca-Cola, Arm to cancel Qualcomm's chip design license, Jim tees up something special he has in store for Thursday.

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SOTS 2nd Hour: An Earnings Blitz, Big Tech Goes Nuclear and A Deep Dive On Activist Investing 10/22/24

podcasts@cnbc.com (CNBC) — Tue, 22 Oct 2024 16:04:01 +0000

Carl Quintanilla, Sara Eisen and David Faber discussed the latest on the earnings front as the street gets report cards out of key names like General Motors, GE Aerospace, Verizon, 3M and more. Also in focus: Nike’s NBA deal, why Starboard’s Jeff Smith is taking on Pfizer, and Big Tech’s growing bets on nuclear energy.

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Cramer's Morning Take: Danaher 10/22/24

podcasts@cnbc.com (CNBC) — Tue, 22 Oct 2024 15:12:38 +0000

Jim and Jeff discuss Danaher beating Wall Street estimates for third-quarter profit and a solid start to earnings season. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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Earnings Parade, Activism Spotlight: Exclusive With Starboard Value CEO Jeff Smith 10/22/24

podcasts@cnbc.com (CNBC) — Tue, 22 Oct 2024 14:31:27 +0000

Carl Quintanilla, Jim Cramer and David Faber explored market reaction to a slew of earnings reports, including results from Verizon, 3M, GE Aerospace and General Motors.

In a CNBC Exclusive, David interviewed Starboard Value CEO Jeff Smith at the 13D Monitor Active-Passive Investor Summit. They discussed the activist investor's

push for changes at Pfizer and Kenvue. With Election Day just two weeks away, The anchors reacted to what legendary investor Paul Tudor Jones and

BlackRock CEO Larry Fink are saying about the race for the White House. Also in focus: Apple-Nvidia market cap battle.

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SOTS 2nd Hour: A Record Rally, A New Activist Target and Let’s Make A Deal 10/21/24

podcasts@cnbc.com (CNBC) — Mon, 21 Oct 2024 15:32:31 +0000

Carl Quintanilla, Leslie Picker and David Faber discussed the market rally alongside Goldman’s new call for slowing growth on the S&P – plus a slew of activist news at Southwest and consumer goods giant Kenvue. Also in focus: Disney’s succession news, a potential labor deal at Boeing, and a deep dive into one swing state county less than 2 weeks from the election.

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Markets and the Joy of "Six," Boeing-Union Tentative Deal, Activism Galore 10/21/24

podcasts@cnbc.com (CNBC) — Mon, 21 Oct 2024 14:40:14 +0000

Carl Quintanilla, Jim Cramer and David Faber discussed the markets' record run and six-week win streak as earnings season heats up: Results from the likes of Tesla, Coca-Cola, Verizon and General Motors due out this week. Shares of Boeing jumped after the jet maker and its machinists union reached a tentative agreement that could end a five-week strike. Lots of activism investor developments surrounding Johnson & Johnson spin-off Kenvue, Southwest and CVS Health. Also in focus: Former Morgan Stanley CEO James Gorman to replace Mark Parker as Disney's Chairman in January, all things Apple -- from street analyst calls to what CEO Tim Cook told The Wall Street Journal about Apple Intelligence.

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Cramer's Morning Take: Apple 10/18/24

podcasts@cnbc.com (CNBC) — Fri, 18 Oct 2024 16:52:47 +0000

Jim and Jeff discuss the positive news around this mega-cap stock. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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SOTS 2nd Hour: Netflix Earnings, A CVS C-Suite Shake-up & Bullish Signs For Apple In China 10/18/24

podcasts@cnbc.com (CNBC) — Fri, 18 Oct 2024 15:27:08 +0000

Carl Quintanilla and Sara Eisen discussed another morning of big earnings from Netflix, CVS and more. Also in focus: Apple iPhone demand in China, crypto’s impact on one swing-state race, and Oppenheimer’s top sectors to buy on here.

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CVS CEO Shakeup, Netflix Jumps on Q3 Beat, Amex and P&G: Earnings and the Consumer 10/18/24

podcasts@cnbc.com (CNBC) — Fri, 18 Oct 2024 14:39:14 +0000

Carl Quintanilla and Jim Cramer led off the show with CVS Health shares tumbling after the company replaced CEO Karen Lynch with long-time executive David Joyner – and cut guidance in wake of rising medical costs. The anchors also discussed Netflix shares surging on better-than-expected third-quarter results and the addition of 5.1 million subscribers. Also in focus: Market reaction to results from American Express and Procter & Gamble, Apple jumps on a bullish report about iPhone 16 sales in China, AWS CEO’s message to employees who don’t want to return to the office, "Not a great company" -- find out which one Cramer is talking about.

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Cramer's Morning Take: Retail Sales & Semiconductor Stocks 10/17/24

podcasts@cnbc.com (CNBC) — Thu, 17 Oct 2024 16:57:24 +0000

Jim and Jeff discuss September’s retail sales and the moves in the semiconductor space. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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SOTS 2nd Hour: Consumer Strength, “Insane” AI Chip Demand and Campbell’s Soup Meets Hoops 10/17/24

podcasts@cnbc.com (CNBC) — Thu, 17 Oct 2024 15:18:49 +0000

Carl Quintanilla, Sara Eisen and David Faber discussed a big morning of earnings and economic data - from retail sales to jobless claims – plus what it all means for the consumer. Also in focus: the European Central Bank cuts rates, Taiwan Semiconductor CEO calls out ‘insane’ chip demand, and the latest from Beijing on the heels of new stimulus.

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New Market Milestones, Taiwan Semi Boosts the Chips, What to Expect from Netflix 10/17/24

podcasts@cnbc.com (CNBC) — Thu, 17 Oct 2024 15:12:41 +0000

Carl Quintanilla, Jim Cramer and David Faber discussed a record-setting day for stocks: The Dow and S&P 500each hitting fresh all-time highs. The chip sector boosted by Taiwan Semiconductor, as AI demand fueled the company's better-than-expected quarterly results and guidance. Also in focus: Countdown to Netflix's quarterly results due out after Thursday's close of trading, shares of Lucid and Elevance Health tumble, Uber reportedly explored a takeover bid for Expedia, September retail sales beat forecasts.

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SOTS 2nd Hour: Earnings Season Rolls on, and A Deep-Dive With Morgan Stanley’s CEO 10/16/24

podcasts@cnbc.com (CNBC) — Wed, 16 Oct 2024 15:29:36 +0000

Carl Quintanilla, Sara Eisen and David Faber discussed the latest on the earnings front as a number of consumer names (United Airlines, Adidas, LVMH) and banking stocks (Morgan Stanley, First Horizon & more) report fresh results. Also in focus: Musk’s big bet on a Trump 2nd term, a “condo crisis” in South Florida, and why Stifel is warning of a possible pullback ahead.

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Morgan Stanley’s Big Beat, Amazon Goes Nuclear, Luxury Letdown 10/16/24

podcasts@cnbc.com (CNBC) — Wed, 16 Oct 2024 14:59:17 +0000

Carl Quintanilla, Jim Cramer and David Faber started the show by breaking down the quarterly results out of Morgan Stanley. Shares of the big bank soared to new record highs, after topping estimates on better-than-expected wealth management, trading and banking results. A similar picture for United Airlines after the company posted an earnings beat and announced it will buy back $1.5 billion worth of shares, which gave the stock a boost. The desk also hit Amazon, the latest tech company to join the nuclear energy craze. Amazon Web Services announced that it is investing over $500 million in nuclear power, including three projects from Virginia to Washington State. After the opening bells, the anchors also hit the weak results out of LVMH, which suffered slumping sales in China.

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Cramer's Morning Take: AMD 10/15/24

podcasts@cnbc.com (CNBC) — Tue, 15 Oct 2024 15:24:39 +0000

Jim and Jeff explain why they bought the dip in this semiconductor stock. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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SOTS 2nd Hour: Earnings Season Heats Up, and A Deep-Dive With Bank of America's Chairman & CEO 10/15/24

podcasts@cnbc.com (CNBC) — Tue, 15 Oct 2024 15:23:53 +0000

Carl Quintanilla, Sara Eisen and David Faber discussed the latest on the earnings front as a number of big banks (Goldman Sachs, Bank of America, Citi) and healthcare names (J&J, United Health, Walgreens Boots) report fresh results. Also in focus: Apple all-time highs, Boeing shores up its balance sheet, Tesla's Optimus robot controversy

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All About The Banks, Nvidia’s Race for #1, Boeing Seeks to Fix Finances 10/15/24

podcasts@cnbc.com (CNBC) — Tue, 15 Oct 2024 14:30:53 +0000

Carl Quintanilla, Jim Cramer and David Faber hit the bank earnings off the top of the show, and broke down the results out of Goldman, Bank of America and Citigroup. All 3 of the big banks topped earnings and revenue estimates. The anchors also hit some of the other big earnings movers, including UnitedHealth and Johnson & Johnson. Before the opening bells, the desk also discussed Nvidia notching another record close, gaining on Apple’s crown as the world’s most valuable company. Another big mover unrelated to earnings results was Boeing, with the company saying it could raise as much as $25 billion in shares or debt over 3 years, in hopes to increase liquidity.

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SOTS 2nd Hour: Bull market anniversary, Nike’s New Era, & Smart Money’s Smart Tech 10/14/24

podcasts@cnbc.com (CNBC) — Mon, 14 Oct 2024 15:37:05 +0000

Carl Quintanilla, Sara Eisen and David Faber discussed the 2-year anniversary of the bull market – and whether there’s more room to run here.

Also in focus: Day 1 for new Nike CEO Elliott Hill, Nvidia shares near record highs, and a look at one part of Wall Street using AI to get an edge.

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Bull Market Turns 2, Southwest Special Meeting, Nike’s New Era 10/14/24

podcasts@cnbc.com (CNBC) — Mon, 14 Oct 2024 14:30:35 +0000

Carl Quintanilla, Jim Cramer and David Faber started the show by looking at bull market turning 2-years old, with the S&P up more than 60% in that time period. The biggest S&P gainers during this 2-year run include Nvidia, Super Micro and Vistra. The desk also turned to Southwest Airlines, after activist investor Elliott formally called for a special meeting, marking the activist’s first U.S. proxy fight since 2017. Elliott has an 11% stake in the carrier and is seeking the ouster of CEO Bob Jordan. Other topics in the hour included day 1 for new Nike CEO Elliott Hill, Morgan Stanley downgrading Caterpillar to ‘underweight’, and Boeing announcing plans to cut 10% of its global workforce.

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BlackRock CEO Larry Fink "First on CNBC," Big Bank Earnings, Tesla Slumps on Robotaxi Event 10/11/24

podcasts@cnbc.com (CNBC) — Fri, 11 Oct 2024 14:48:13 +0000

Carl Quintanilla, Jim Cramer and David Faber began the show with big banks kicking off earnings season: What to make of quarterly results from JPMorgan Chase and Wells Fargo. BlackRock Chairman & CEO Larry Fink joined the anchors at Post 9 for a wide-ranging "First on CNBC" interview -- discussing everything from the company's earnings and record assets to AI, the markets and the upcoming election. Also in focus: Tesla shares take a hit after the company's long-awaited robotaxi event Thursday night, where Elon Musk unveiled the autonomous "Cybercab." The anchors discussed Wall Street analysts’ reaction, as well as Tesla showcasing its "Optimus" robots.

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Cramer's Morning Take: CPI Data 10/10/24

podcasts@cnbc.com (CNBC) — Thu, 10 Oct 2024 15:22:51 +0000

Jim and Jeff discuss the latest CPI data for September putting the annual inflation rate at 2.4%. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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Inflation Watch and Record Highs for Stocks, Hurricane Milton Impact, Pfizer Activism Saga 10/10/24

podcasts@cnbc.com (CNBC) — Thu, 10 Oct 2024 14:24:26 +0000

Carl Quintanilla, Jim Cramer and David Faber led off the show with market reaction to inflation data: The September Consumer Price Index came in slightly hotter than expected, one day after the Dow and S&P 500 hit record closing highs. Hurricane Milton causes catastrophic damage: A report from on the ground in Florida. Also in focus: New developments involving activist investor Starboard Value's push for changes at Pfizer, Delta's earnings miss, countdown to Elon Musk'sTesla Robotaxi event, David celebrates the Mets eliminating the Phillies from the playoffs.

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Squawk on the Street+ Honeywell CEO Vimal Kapur 10/9/24

podcasts@cnbc.com (CNBC) — Wed, 9 Oct 2024 16:11:26 +0000

Honeywell chairman and CEO, Vimal Kapur, joins ‘Squawk on the Street’ to discuss the ‘radical’ move to reinvent Honeywell, the company’s energy transition, and much more. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

DOJ Considering Google Breakup, Tech Rally, Bracing for Hurricane Milton 10/9/24

podcasts@cnbc.com (CNBC) — Wed, 9 Oct 2024 14:36:22 +0000

Carl Quintanilla, Jim Cramer and David Faber led off the show with big news on the antitrust front: The Justice Department says it is mulling a breakup of Google. The anchors explored what's at stake for big tech and reacted to Google's response to the DOJ. Carl, Jim and David also discussed the tech sector coming off its best day in nearly three weeks. Also in focus: Florida braces for Hurricane Milton, Piper Sandler's teen survey and what it says about certain companies, Dallas Fed President Logan calls for gradual rate cuts, the net worth of Nvidia CEO Jensen Huang exceeds Intel's market cap, the Boeing strike continues as contract talks collapse.

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Cramer's Morning Take: P&G & Honeywell 10/8/24

podcasts@cnbc.com (CNBC) — Tue, 8 Oct 2024 15:36:08 +0000

Jim and Jeff discuss the reason they decided to sell this consumer stock. They also talk about the moves in this conglomerate stock. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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Markets and the China Effect, Hurricane Milton Factors, Nvidia's #2 10/8/24

podcasts@cnbc.com (CNBC) — Tue, 8 Oct 2024 14:41:59 +0000

Carl Quintanilla, Jim Cramer and David Faber discussed markets looking to rebound one day after the worst session for the Dow and S&P 500 in a month. Mainland China markets rose to 2-year highs before paring some gains in their first trading session since the "Golden Week" holiday, but Hong Kong's Hang Seng tumbled on the lack of additional stimulus measures out of Beijing. Also in focus: Hurricane Milton update plus Disney and insurers, Nvidia surpasses Microsoft to become the world's second-most valuable company, Roblox responds to Hindenburg Research taking a short position in the stock.

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Squawk on the Street+ OpenAI COO Brad Lightcap 10/7/24

podcasts@cnbc.com (CNBC) — Mon, 7 Oct 2024 16:02:05 +0000

Brad Lightcap, OpenAI COO, joins CNBC's David Faber to discuss the company’s relationship with Apple, how OpenAI benefits economically from this partnership, and much more. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Cramer's Morning Take: Big Banks & Oil Stocks 10/7/24

podcasts@cnbc.com (CNBC) — Mon, 7 Oct 2024 15:39:49 +0000

Jim and Jeff discuss rising rates and higher oil prices. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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Stocks’ “Drive for Five,” Pfizer and Activism, Musk from the Robotaxi to Trump 10/7/24

podcasts@cnbc.com (CNBC) — Mon, 7 Oct 2024 14:49:55 +0000

With stocks aiming to extend their weekly win streak to five, Carl Quintanilla, Jim Cramer and David Faber explored the week ahead for investors -- including key inflation data and major bank earnings on tap. Elon Musk also in the spotlight: The anchors discussed his much-anticipated Tesla Robotaxi event slated for Thursday -- as well as Musk campaigning with former President Trump in Pennsylvania over the weekend. Also in focus: Activist investor Starboard Value takes a $1 billion stake in Pfizer, downgrades for Apple and Amazon, Mideast tensions lift oil prices again, Florida prepares for Hurricane Milton after being battered by Hurricane Helene, Phillies beat the Mets to tie their NLDS playoff series.

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Cramer's Morning Take: Bank Stocks 10/4/24

podcasts@cnbc.com (CNBC) — Fri, 4 Oct 2024 17:22:19 +0000

Jim breaks down his outlook for bank stocks ahead of earnings. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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Market and White House Reaction: Jobs Report and End to the Port Strike 10/4/24

podcasts@cnbc.com (CNBC) — Fri, 4 Oct 2024 15:01:36 +0000

Carl Quintanilla, Jim Cramer and David Faber discussed two major stories on the labor front: The September employment report came in stronger than expected -- and dockworkers on the east and gulf coasts have ended their strike after reaching a tentative deal with port operators. The anchors interviewed Acting Labor Secretary Julie Su, who was part of those negotiations. Also in focus: The crude oil surge and geopolitics, Chips and U.S.-listed Chinese stocks rally, Tesla's robotaxi and Rivian's woes, Zuckerberg-Bezos wealth battle, David celebrates the Mets after their playoff victory.

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Oil Rally Rolls On Amid Mideast Tensions, OpenAI's $157B Valuation, Nvidia CEO on AI's New Wave 10/3/24

podcasts@cnbc.com (CNBC) — Thu, 3 Oct 2024 14:58:05 +0000

Carl Quintanilla, Scott Wapner and Michael Santoli discussed a number of issues the stock market has been trying to digest: From ongoing Mideast tensions which continue to boost oil prices – to the labor market ahead of Friday's key September jobs report. Lots of AI news in the mix: OpenAI's valuation surges to $157 billion after a major fundraising round, what Nvidia CEO Jensen Huang told CNBC about AI's next wave, Google CEO Sundar Pichai told Japan's Nikkei the company is considering nuclear plants as sources of electricity to power its AI projects. Also in focus: The China stimulus rally fizzles for the likes of Alibaba and Baidu, Levi Strauss tumbles on a guidance cut and weighs selling its Dockers brand, Tesla talk, Amazon's holiday hiring, Miami Dolphins owner Stephen Ross nears a stake sale.

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Mideast Tensions Effect, Tesla Falls On Deliveries, Nike Doesn't Do It 10/2/24

podcasts@cnbc.com (CNBC) — Wed, 2 Oct 2024 14:48:43 +0000

Carl Quintanilla, Jim Cramer and David Faber discussed Middle East tensions weighing on the stock market and oil prices extending Tuesday's surge. Israel said it vows to respond to Iran's missile attacks against the country. Tesla shares fell sharply despite an increase in Q3 deliveries. Nike stock also in the red after the company reported mixed results, said it is withdrawing guidance and postponing its "Investor Day" -- with Elliott Hill set to become CEO in less than two weeks. Also in focus: Humana plunges on Medicare Advantage woes, Ford Q3 auto sales rise, what's dragging Apple shares lower, port strike day 2.

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Cramer's Morning Take: Coterra Energy 10/1/24

podcasts@cnbc.com (CNBC) — Tue, 1 Oct 2024 15:34:40 +0000

Jim and Jeff discuss how geopolitical turmoil is weighing on this energy stock. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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October and Q4 Markets, Powell's Rate Cut Message, Port Workers Go On Strike 10/1/24

podcasts@cnbc.com (CNBC) — Tue, 1 Oct 2024 14:46:43 +0000

With the Dow and S&P 500 entering October and the fourth quarter at record closing highs, Carl Quintanilla, Jim Cramer and David Faber explored the road ahead for stocks. The anchors also reacted to Fed Chair Powell's comments about the path for future rate cuts. Carl, Jim and David discussed dockworkers going on strike at ports from Maine to Texas – and what's at stake for the economy. Also in focus: CVS to conduct a strategic review amid activist pressure, the CEOs of Charles Schwab and Signet Jewelers to retire, Boeing reportedly considers raising at least $10 billion by selling new stock, the Wall Street note that's weighing on Apple shares.

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Cramer's Morning Take: Consumer Discretionary Stocks 9/30/24

podcasts@cnbc.com (CNBC) — Mon, 30 Sep 2024 15:40:16 +0000

Jim and Jeff discuss why the Investing Club is closely watching these consumer discretionary stocks. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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Wrapping Up September and Q3, China Rally Gets Hotter, DirecTV-Dish Deal 9/30/24

podcasts@cnbc.com (CNBC) — Mon, 30 Sep 2024 14:49:13 +0000

On the final trading day of September and Q3, Carl Quintanilla, Jim Cramer and David Faber discussed China’s stock markets ending the month in rally mode, posting their best one-day performance since 2008. Which U.S. names are benefitting most from the China surge? David broke down DirecTV's deal to acquire Dish and Sling TV from Echostar. The anchors also reacted to a 2001 discussion between David and Joe Kernen about Echostar. Also in focus: Warnings from Jeep parent Stellantis and luxury sports car maker Aston Martin weigh on auto stocks ahead of Tesla's delivery numbers due out this week, CVS Health and investor activism, September and Q3 winners and losers, CNBC rings the Nasdaq opening bell.

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Record Highs for the Blue Chips, Key Fed Inflation Gauge Reaction, China's Stimulus Rally 9/27/24

podcasts@cnbc.com (CNBC) — Fri, 27 Sep 2024 14:42:42 +0000

David Faber, Sara Eisen and Mike Santoli led off the show with market reaction to the Fed's preferred measure of inflation: PCE came in tamer than expected for August year-over-year – and the Dow hit a new all-time high. China also in the spotlight after the best week for that country's stock market since 2008, buoyed by Beijing's stimulus measures. Also in focus: "Faber Report" on Echostar nearing a deal to sell Dish to DirecTV, Costco falls on quarterly results, billionaire investor David Tepper on Japan, Southwest's CEO speaks out about activist investor Elliott.

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Exclusive: Treasury Secretary Janet Yellen 9/26/24

podcasts@cnbc.com (CNBC) — Thu, 26 Sep 2024 16:27:20 +0000

CNBC’s Steve Liesman sits down with Treasury Secretary Janet Yellen to discuss what risks she is watching in banks’ balance sheets, whether she believes inflation is under control, and much more. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Exclusive: Micron CEO, China Stocks Surge, Southwest Investor Day 9/26/24

podcasts@cnbc.com (CNBC) — Thu, 26 Sep 2024 14:52:12 +0000

David Faber, Sara Eisen and Mike Santoli began the show by discussing the market rally, getting a big boost from Chinese stocks after Beijing affirmed stimulus measures. Appaloosa’s David Tepper told CNBC it’s a “buy everything” moment for the Chinese market. Chip stocks also surged following Micron’s big beat; CEO Micron Sanjay Mehrotra joined the hour to discuss the company’s quarterly results. After the opening bells, the desk brought in Phil LeBeau to discuss Southwest’s Investor Day, as the company detailed plans to fight off activist investor Elliott Management.

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New Record Highs for Stocks, GM and Ford Downgraded, Playing This Year's Top S&P 500 Gainer 9/25/24

podcasts@cnbc.com (CNBC) — Wed, 25 Sep 2024 14:41:55 +0000

David Faber, Sara Eisen and Mike Santoli covered all of the market bases as the Dow and S&P 500 hit new all-time highs. The anchors also reacted to shares of General Motors and Ford falling on downgrades from Morgan Stanley analyst Adam Jonas. Hear what one analyst had to say about investing in Vistra, the company that leapfrogged Nvidia to become this year's biggest gainer on the S&P 500. Also in focus: KB Home slides on earnings, Activist investor Elliott escalates its battle against Southwest Airlines, Justice Department vs. Visa, Google files a complaint with EU antitrust regulators about Microsoft's cloud business.

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Record High for the Dow, China Stimulus Effect, Energy Sec. Granholm "First on CNBC" 9/24/24

podcasts@cnbc.com (CNBC) — Tue, 24 Sep 2024 14:52:23 +0000

David Faber, Sara Eisen and Bob Pisani explored market momentum as the Dow hit a fresh record high. The anchors also discussed stimulus measures announced by China's central bank, which gave a lift to shares of U.S.-listed Chinese companies such as Alibaba -- as well as American multinationals with exposure to China. Energy Secretary Jennifer Granholm joined the program at Post 9 "First on CNBC" -- discussing everything from oil prices to the Constellation Energy-Microsoft deal to help power the tech giant's AI data centers. Also in focus: Vistra tops Nvidia as this year's top performer on the S&P 500, Novo Nordisk's CEO heads to Capitol Hill to testify on high prices for Wegovy and Ozempic, Starbucks downgraded, Levi Strauss' hint involving Beyoncé.

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Dow Record Run Rolls On, Intel's M&A Boost, Nvidia and IBM CEOs Talk to CNBC 9/23/24

podcasts@cnbc.com (CNBC) — Mon, 23 Sep 2024 14:51:33 +0000

Carl Quintanilla, David Faber and Sara Eisen kicked off a new week for the markets: The Dow off to a fast start, hitting a new all-time high thanks to Intel's rally. Qualcomm recently approached the chipmaker about a possible takeover -- and Apollo Global reportedly offed to invest up to $5 billion in Intel. Also in focus: What the CEOs of Nvidia and IBM told CNBC after meeting with Indian Prime Minister Modi, Minneapolis Fed President Neel Kashkari spoke to CNBC about economic risks, FTC Chair Lina Khan on CBS' "60 Minutes" about the planned Kroger-Albertsons merger, an update on Nike following the company's decision to change CEOs.

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Cramer's Morning Take: Costco 9/20/24

podcasts@cnbc.com (CNBC) — Fri, 20 Sep 2024 16:20:05 +0000

Cramer says he won’t sell this ‘well-run’ wholesale retailer. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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Nike Jumps on CEO Change, FedEx Tumbles, Tim Cook Talks to CNBC As Apple iPhone16 Hits Stores 9/20/24

podcasts@cnbc.com (CNBC) — Fri, 20 Sep 2024 14:44:13 +0000

One day after a Fed rate cut-fueled rally that sent the Dow and S&P 500 to record highs, Carl Quintanilla, Jim Cramer and David Faber discussed a number of corporate stories in the spotlight: Nike shares up sharply on news its CEO John Donahoe will retire in October. FedEx shares get hammered on a Q1 miss and disappointing guidance. Apple's iPhone 16 hits store shelves: Hear what CEO Tim Cook told CNBC at his company's 5th Avenue flagship store in New York City. Constellation Energy and Microsoft strike a deal to reopen Pennsylvania's Three Mile Island nuclear plant – as Microsoft looks to power its AI data centers. Also in focus: Lennar falls despite an earnings beat, a look back at Alibaba's IPO ten years ago.

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CNBC LEADERS: Mark Rowan 9/19/24

podcasts@cnbc.com (CNBC) — Fri, 20 Sep 2024 00:06:45 +0000

CNBC’s David Faber spoke with Apollo Global CEO Marc Rowanabout the Fed’s latest move, recession odds, government spending and more.

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Cramer's Morning Take: Morgan Stanley 9/19/24

podcasts@cnbc.com (CNBC) — Thu, 19 Sep 2024 16:08:05 +0000

Cramer says he’s considering swapping this Big Bank for another. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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Fed Rate Cut Fuels Global Market Rally, Dow and S&P 500 Hit Record Highs 9/19/24

podcasts@cnbc.com (CNBC) — Thu, 19 Sep 2024 14:46:32 +0000

Carl Quintanilla, Jim Cramer and David Faber covered all of the bases regarding Thursday's global stock market rally, sparked by the Fed's 50 basis point rate cut. The Dow and S&P hit record highs, while tech fueled Nasdaq's more than 2% surge. The anchors explored which stocks and sectors are most likely to sustain upward momentum in light of the Fed's easing. Also in focus: T-Mobile CEO Mike Sievert's bullish message to Cramer about the iPhone 16, the EU's latest warning to Apple, a sneak peek at David's "CNBC Leaders" Thursday night special with Apollo Global CEO Marc Rowan, Darden jumps despite an earnings miss, UBS' note on Tesla's robotaxi.

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Cramer's Morning Take: Salesforce 9/18/24

podcasts@cnbc.com (CNBC) — Wed, 18 Sep 2024 17:11:29 +0000

Cramer warns not to judge this tech giant with old metrics. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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Fed Decision Day and Wall St.'s Rate Debate, Salesforce and Nvidia CEOs Talk AI at Dreamforce 9/18/24

podcasts@cnbc.com (CNBC) — Wed, 18 Sep 2024 14:46:03 +0000

One day after the Dow and S&P 500 hit new record highs, Carl Quintanilla, Jim Cramer and David Faber discussedWednesday's big Fed decision -- as market watchers debate whether to expect

a rate cut of 25 basis points, or 50. AI on center stage at Dreamforce: The anchors reacted to what Nvidia CEO Jensen Huang said at the event – and what Salesforce CEO Marc Benioff told

Jim on "Mad Money" about how companies have been "hypnotized." Also in focus: BlackRock and Microsoft launch a new AI partnership, JPMorgan Chase CEO Jamie Dimon tells college students

TikTok and Facebook are "a waste of time," JPM reportedly in talks with Apple to take over the tech giant's credit card from Goldman Sachs.

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Cramer's Morning Take: Retail Sales 9/17/24

podcasts@cnbc.com (CNBC) — Tue, 17 Sep 2024 15:12:28 +0000

Jim and Jeff discuss the latest retail sales data ahead of the Federal Reserve’s policy meeting today. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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Fed Rate Decision Eve, Market Records Watch, Intel's AI Boost 9/17/24

podcasts@cnbc.com (CNBC) — Tue, 17 Sep 2024 14:57:50 +0000

Carl Quintanilla, Jim Cramer and David Faber explored the market landscape ahead of Wednesday's key Fed decision, as Wall Street debates the depth of a rate cut. The Dow hits a new all-time high as the S&P 500 aims for its own record milestone. Chips in the spotlight: Intel jumps on its foundry business strategy and agreement to produce AI chips for Amazon's AWS. The anchors reacted to what the CEOs of Broadcom and Arm Holdings told Jim Monday night on "Mad Money." Also in focus: Retail sales' positive surprise, Microsoft's dividend hike and new share buyback of up to $60 billion, Amazon's new return-to-office mandate, Oracle Chairman Larry Ellison surpassed Jeff Bezos as the world's second richest man, Cramer highlights a stock he says is a "rate cut winner"

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Cramer's Morning Take: Apple 9/16/24

podcasts@cnbc.com (CNBC) — Mon, 16 Sep 2024 15:31:21 +0000

Cramer says selling this mega-cap tech stock has proven to be a fool’s game. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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Dow Hits Record High Despite Apple Pullback, Bracing for the Fed, Oracle's Ellison "Begged" Nvidia 9/16/24

podcasts@cnbc.com (CNBC) — Mon, 16 Sep 2024 14:42:34 +0000

Carl Quintanilla, Jim Cramer and David Faber focused on a big week ahead for the markets, as Wall Street debates how deep the Fed could cut rates on Wednesday. Apple shares under pressure

after a well-followed analyst said overall pre-orders for the iPhone 16 lineup indicate weaker than expected demand. That news did notprevent the Dow from hitting an new all-time high.

The anchors also explored the AI trade after last week's surge -- and reacted to Oracle Chairman Larry Ellison's comment about "begging" Nvidia CEO Jensen Huang for AI chips.

Also in focus: Jim's "dream" week in San Francisco, DirecTV-Disney agreement ends a blackout, Boeing strike Day 4, a second apparent assassination attempt on former President Trump.

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Cramer's Morning Take: Wells Fargo 9/13/24

podcasts@cnbc.com (CNBC) — Fri, 13 Sep 2024 18:02:20 +0000

Cramer says this is the bank stock to buy. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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AI Trade's Big Week, Boeing Strike, Exclusive: Uber CEO on Extending Waymo Partnership 9/13/24

podcasts@cnbc.com (CNBC) — Fri, 13 Sep 2024 14:41:03 +0000

Carl Quintanilla, Jim Cramer and David Faber discussed Oracle shares jumping on the company's upbeat sales forecast, joining AI players Nvidia and Broadcom as big weekly gainers on the S&P 500. Boeing's machinists union has gone on strike against the jet maker for the first time in 16 years. Phil LeBeau reported from the picket lines in Washington state. Uber CEO Dara Khosrowshahi joined the program exclusively to discuss the extension of the company's autonomous ride-hailing partnership with Alphabet subsidiary Waymo. Also in focus: What Nvidia CEO Jensen Huang told CNBC about AI, Adobe slides on revenue guidance, RH soars on an earnings beat.

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Nvidia Rally Effect, Inflation Watch, WBD's New Deal With Charter, Norfolk Southern Ousts CEO 9/12/24

podcasts@cnbc.com (CNBC) — Thu, 12 Sep 2024 14:56:56 +0000

Carl Quintanilla, Jim Cramer and David Faber led off the show with Nvidia’s hot run: Shares of the chip giant up double-digits so far this week, after sparking Wednesday's tech surge that resulted in the biggest one-day comeback for the broader market in two years. Faber Report: Warner Bros. Discovery and Charter Communications reached a new carriage agreement that includes integrating linear video and streaming services. Also in focus: August PPI inflation data, Norfolk Southern fires CEO Alan Shaw for allegedly having an improper relationship with the company's top attorney, what Republican VP nominee JD Vance told CNBC about censorship and regulating big tech, Kroger rises on Q2 results and defends its planned merger with Albertsons.

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Cramer's Morning Take: Solar & Big Banks 9/11/24

podcasts@cnbc.com (CNBC) — Wed, 11 Sep 2024 15:48:08 +0000

Jim and Jeff discuss the boon for this solar stock from the presidential debate. They also take a deep dive into financials. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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Inflation Situation, Harris-Trump Debate, Toll Brothers CEO on Housing and Rates 9/11/24

podcasts@cnbc.com (CNBC) — Wed, 11 Sep 2024 14:35:29 +0000

With the Fed rate decision just one week away, Carl Quintanilla, Jim Cramer and David Faber explored market reaction to the August Consumer Price Index. Inflation cooled year-over-year, but the core rate came in hotter than expected month-on-month. The anchors also discussed Tuesday night's contentious presidential debate between Vice President Harris and former President Trump. Toll Brothers CEO Doug Yearley joined the program at Post 9 with his take on the housing market amid falling mortgage rates. Also in focus: The bank sector slide, the anchors remember 9/11 on the 23rd anniversary of the terror attacks on America.

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Cramer's Morning Take: Oracle 9/10/24

podcasts@cnbc.com (CNBC) — Tue, 10 Sep 2024 15:47:01 +0000

Jim and Jeff discuss the earnings beat for this software stock. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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Oracle AI Boost, Apple iPhone 16 Launch Reaction, Southwest's Chairman to Step Down Amid Activist Pressure 9/10/24

podcasts@cnbc.com (CNBC) — Tue, 10 Sep 2024 14:51:08 +0000

One day after a big rebound for stocks following last week's swoon, Jim Cramer and David Faber discussed shares of Oracle surging on better-than-expected Q1 results – as well as a strategic partnership with Amazon Web Services. The anchors reacted to what Oracle Chairman Larry Ellison said on the earnings call about how data centers and AI fit into the company's growth picture. Sticking with tech: Jim and David explored Apple's iPhone 16 launch -- including what's at stake for the company's AI strategy -- and weighed in on legal setbacks in the EU for Apple and Google. Also in focus: Southwest Chairman Gary Kelly to step down in 2025 and six board members to retire in November, as activist investor Elliott seeks changes at the airline.

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Cramer's Morning Take: Big Tech 9/9/24

podcasts@cnbc.com (CNBC) — Mon, 9 Sep 2024 15:44:30 +0000

Jim and Jeff dive into a few of the ‘Mag 7’ stocks market moves. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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Markets Aim to Rebound, "It's Glowtime" for Apple, New Starbucks CEO's 1st Day 9/9/24

podcasts@cnbc.com (CNBC) — Mon, 9 Sep 2024 14:37:56 +0000

Jim Cramer and David Faber explored how investors should navigate the market after the worst week for the Dow and S&P 500 since March of last year – and Nasdaq's worst one-week decline since 2022. New iPhones and AI in the spotlight on Apple's "It's Glowtime" product event day. How should you play Apple and AI now? Also in focus: Brian Niccol's first day as the new Starbucks CEO, Palantir and Dell to join the S&P 500, the DOJ vs. Google antitrust trial, DirecTV's complaint against Disney, Elon Musk's denial.

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Cramer's Morning Take: Broadcom 9/6/24

podcasts@cnbc.com (CNBC) — Fri, 6 Sep 2024 16:25:36 +0000

Cramer says this chipmaker is a buy despite its post-earnings drawdown. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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Jobs Report and the Fed, Broadcom Slumps, Trump from Corporate Tax Rates to Elon Musk 9/6/24

podcasts@cnbc.com (CNBC) — Fri, 6 Sep 2024 14:50:36 +0000

Carl Quintanilla and Jim Cramer led off the show with market reaction to the August jobs report -- and explored what type of rate cut to expect from the Fed later this month. Broadcom dragged the Nasdaq lower after weaker non-AI sales weighed on the company's guidance, adding to what has been a rough week for the chip sector. Hear what Cramer said about buying the stock. The anchors also discussed former President Trump's 15% corporate tax rate proposal and the role he said Elon Musk would play in his administration if the Republican presidential nominee wins a second term. Also in focus: Costco's sales gains, Intel's slide, Warren Buffett's Berkshire Hathaway sells more Bank of America, all things football -- including what NFL Commissioner Roger Goodell told CNBC.

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Markets Brace for Jobs Friday, Nvidia and the DOJ, Mark Cuban: Harris is "Pro-business" 9/5/24

podcasts@cnbc.com (CNBC) — Thu, 5 Sep 2024 15:00:13 +0000

Carl Quintanilla and Jim Cramer set the stage for Friday's key jobs report, exploring market reaction to Thursday's weaker-than-expected ADP payroll report. Hear what Cramer had to say about a September Fed rate cut. Nvidia also in the mix after shares fell 11% in two days. The chip giant denied reports stating it has received a subpoena from the Justice Department. The anchors also discussed Vice President Kamala Harris' capital gains tax proposal -- and billionaire investor Mark Cuban telling CNBC the Democratic presidential nominee is "pro-business." Also in focus: Verizon buys Frontier Communications, President Biden reportedly plans to block the Nippon Steel-U.S. Steel deal, J.P. Morgan downgrades China, Ford auto sales, Tesla's self-driving boost, CNBC's official NFL team valuations.

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Cramer's Morning Take: Tech & Chip Stocks 9/4/24

podcasts@cnbc.com (CNBC) — Wed, 4 Sep 2024 16:08:33 +0000

Jim and Jeff discuss megacap technology and chip stocks after a big Tuesday sell-off. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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Markets Try to Rebound from the Sell-off, Nvidia Pain, Dollar Tree Hit By Consumer "Pressures." 9/4/24

podcasts@cnbc.com (CNBC) — Wed, 4 Sep 2024 14:43:54 +0000

One day after stocks kicked off September in sell-off mode, Carl Quintanilla and Jim Cramer explored how investors should navigate this market now. The anchors drilled down on what's ahead for Nvidia. The chipmaker lost $279 billion in market cap on Tuesday -- and reportedly received a subpoena from the Justice Department in relation to an AI antitrust probe. Also in focus: "Red" chips, Dollar Tree tumbles on a Q2 miss and cites "immense pressures" on consumers, why strategist Ed Yardeni remains bullish on the market, earnings bright spots.

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Squawk on the Street 9/3/24

podcasts@cnbc.com (CNBC) — Tue, 3 Sep 2024 16:22:19 +0000

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Cramer's Morning Take: Semiconductor Stocks 9/3/24

podcasts@cnbc.com (CNBC) — Tue, 3 Sep 2024 15:44:54 +0000

Nvidia along with several semiconductor stocks are seeing declines in the session. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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Wrapping Up August Markets, PCE Inflation Watch, Big Spotlight on AI 8/30/24

podcasts@cnbc.com (CNBC) — Fri, 30 Aug 2024 14:40:02 +0000

On the final trading day of what has been a volatile August for stocks, David Faber and Wilfred Frost explored market reaction to the Fed's preferred inflation gauge: PCE held steady in July -- the data comes as investors expect a September Fed rate cut. Wharton Professor Jeremy Siegel joined the market discussion. AI also on the front burner: From Dell and Marvell shares jumping on results and guidance --to Apple and Nvidia reportedly in talks to invest in OpenAI. Also in focus: August's winners and losers, tech and retail movers dominate Friday's earnings parade.

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Cramer's Morning Take: Nvidia Earnings 8/29/24

podcasts@cnbc.com (CNBC) — Thu, 29 Aug 2024 16:54:03 +0000

Jim and Jeff discuss the share drop in this semiconductor stock. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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Nvidia Falls Despite Q2 Beat, Salesforce Jumps, "Green" Apple 8/29/24

podcasts@cnbc.com (CNBC) — Thu, 29 Aug 2024 14:34:34 +0000

Jim Cramer and David Faber drilled down on the much-anticipated earnings report from Nvidia: Shares fell despite second-quarter results and guidance that exceeded consensus estimates, as some investors were expecting blowout numbers. What does it all mean for the AI boom? The anchors also discussed Salesforce rising on better-than-expected results and raised full-year profit outlook. Apple shares get a lift from Wall Street calls along with a Nikkei report on iPhone orders and AI. A tale of two retailers and the consumer: Dollar General plummets and Best Buy surges on earnings news.

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Nvidia Earnings Countdown, Buffett's Berkshire Joins the $1T Club, Super Micro Plunges 8/28/24

podcasts@cnbc.com (CNBC) — Wed, 28 Aug 2024 14:43:55 +0000

Jim Cramer and David Faber kicked off the show with a look at what to expect from the most-anticipated earnings report of the year: Nvidia's quarterly results due out after Wednesday's close of trading. The anchors also previewed Salesforce's after-the-bell earnings -- and discussed what the company's CEO Marc Benioff told Jim after Salesforce's Q1 results sent the stock tumbling back in May. Also in focus: Warren Buffett's Berkshire Hathaway hits a $1 trillion valuation and sells more shares of Bank of America, AI darling Super Micro plummets after delaying its 10-K filing, retail earnings roundup.

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Cramer's Morning Take: Apple 8/27/24

podcasts@cnbc.com (CNBC) — Tue, 27 Aug 2024 15:57:53 +0000

Jim and Jeff break down the Apple CFO shake-up. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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Apple CFO Steps Down, Bronfman Drops Paramount Bid, Lilly’s New Form of Zepbound 8/27/24

podcasts@cnbc.com (CNBC) — Tue, 27 Aug 2024 14:55:13 +0000

Jim Cramer and David Faber broke down some big news from Apple, including the company announcing its iPhone event for September 9, where it is expected to unveil new models for its phones and Apple watches. The company also announced its longtime CFO Luca Maestri will step down from his role January 1, 2025. The desk also discussed Edgar Bronfman Jr. dropping his bid for Paramount, clearing the way for the $8 billion Skydance Deal. After the opening bells, the anchors also hit Eli Lilly, slashing the cost of its blockbuster weight loss drug, in hopes to boost access and ease supply constraints.

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Cramer's Morning Take: Nvidia, Tech Weakness & Solar 8/26/24

podcasts@cnbc.com (CNBC) — Mon, 26 Aug 2024 16:29:43 +0000

Cramer explains why he’s ‘concerned’ ahead Nvidia's earnings. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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Dow Hits Record High, Nvidia's Big Week, FTC vs. Kroger-Albertsons 8/26/24

podcasts@cnbc.com (CNBC) — Mon, 26 Aug 2024 14:35:08 +0000

Jim Cramer and David Faber kicked off a new week with the Dow hitting a new record intraday high after Friday's Fed-fueled rally. The anchors also engaged in a wide-ranging discussion about Nvidia. The chip giant due out with earnings after Wednesday's close of trading. Also in focus: Kroger and Albertsons head to court as the FTC looks to block their $20 billion merger deal, Cramer on playing the big banks with JPMorgan Chase at an all-time high, "Faber Report" on Edgar Bronfman's bid for Paramount, Temu parent PDD plunges.

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Jackson Hole Day: Powell's Fed Summit Speech and the Markets 8/23/24

podcasts@cnbc.com (CNBC) — Fri, 23 Aug 2024 14:30:55 +0000

Carl Quintanilla, David Faber and Sara Eisen set the stage for Friday's Jackson Hole Symposium speech by Fed Chair Jerome Powell. Among the issues discussed: The potential for rate cuts and what's at stake for the markets including the banking sector, plus a look how stocks historically perform leading up to, during and right after the Fed Chair's Jackson Hole remarks. Also in focus: Vice President Harris formally accepts the Democratic Party presidential nomination, stock winners and losers, Nestlé replaces its CEO.

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Cramer's Morning Take: TJX & Disney 8/22/24

podcasts@cnbc.com (CNBC) — Thu, 22 Aug 2024 15:51:49 +0000

Jim and Jeff discuss TJX earnings and the succession plan for Disney. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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Markets on Jackson Hole Watch, Snowflake Melts, Paramount "Importance" for Bronfman 8/22/24

podcasts@cnbc.com (CNBC) — Thu, 22 Aug 2024 15:05:13 +0000

Carl Quintanilla, Jim Cramer and David Faber discussed the broader market aiming for its 10th positive session in 11 -- ahead of Friday's much-anticipated Jackson Hole speech by Fed Chair Powell.

Hear what Cramer had to say about the top-performing retailers in this environment. Shares of Snowflake tumbled despite an earnings beat and raised guidance.

Also in focus: An update on Edgar Bronfman's bid for Paramount, James Gorman to lead Disney's succession planning team, Meta’s record run, earnings winners and losers, Canada's rail strike.

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Cramer's Morning Take: Nvidia 8/21/24

podcasts@cnbc.com (CNBC) — Wed, 21 Aug 2024 15:38:11 +0000

Jim and Jeff discuss their concern with expectations for this semiconductor stock. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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Target’s Big Surge, Broader Market Ends 8-Day Win Streak, Fed for Thought 8/21/24

podcasts@cnbc.com (CNBC) — Wed, 21 Aug 2024 14:36:10 +0000

Carl Quintanilla, Jim Cramer and David Faber explored retail earnings and the consumer. Target shares surged on a Q2 beat and raised profit guidance, as same-store sales grew for the first time since the 2022 holiday quarter. TJX posted gains on its results and outlook, while Macy's fell on a sales miss. The anchors also discussed what's next for the markets after the S&P 500 and Nasdaq snapped eight-day win streaks. Fed minutes also on Wall Street's radar ahead of Friday’s Jackson Hole speech by Fed Chair Powell. Also in focus: Ford shifts its EV strategy, Analog Devices' earnings lift the chip sector, Netflix shares at all-time highs.

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Market Rally Aims for “Cloud Nine,” Bronfman's Paramount Bid, Eli Lilly CEO on Weight-Loss Drug 8/20/24

podcasts@cnbc.com (CNBC) — Tue, 20 Aug 2024 14:35:02 +0000

Carl Quintanilla and Jim Cramer led off the show by delving into the broadening market rally, as the S&P 500 and Nasdaq aim for a ninth consecutive day of gains. David Faber called into the show with reporting on Edgar Bronfman's bid to acquire Paramount Global. Eli Lilly CEO David Ricks joined the program "First on CNBC" to discuss the pharma giant’s weight-loss drug: The company says it cut diabetes risk by 94% in a late-stage trial. Also in focus: Nvidia and the "Mag 7" post-selloff surge, earnings from the likes of Lowe's and Palo Alto Networks, another setback for Boeing, the Alaska Air-Hawaiian Airlines merger clears an antitrust hurdle.

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"7th Heaven" for Stocks, the Fed and Jackson Hole, AMD's $4.9B Deal and Battle Against Nvidia 8/19/24

podcasts@cnbc.com (CNBC) — Mon, 19 Aug 2024 15:01:46 +0000

Carl Quintanilla and Jim Cramer explored the road ahead for stocks after the best week for equities since November 2023. The S&P 500 and Nasdaq each entered Monday’s trading session with seven-day win streaks.

The anchors also discussed what Fed policymakers are saying about rates ahead of Friday’s much-anticipated Jackson Hole summit speech by Fed Chair Powell. Also in focus: AMD makes a $4.9 billion acquisition as the company battles Nvidia on AI,

General Motors job cuts, Estee Lauder issues weaker guidance and announces its CEO will retire in 2025, Fubo soars on its legal victory over the Disney-Fox-Warner Bros. Discovery streaming alliance, the Democratic National Convention gets underway in Chicago.

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CNBC Special Report: Taking Stock 8/16/24

podcasts@cnbc.com (CNBC) — Fri, 16 Aug 2024 23:07:36 +0000

CNBC’s Mike Santoli and guests dig into the latest market moves and what it means for your money.

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Markets and the Joy of "Six," A Housing Miss With "2020" Vision, Harris vs. Trump on Inflation. 8/16/24

podcasts@cnbc.com (CNBC) — Fri, 16 Aug 2024 14:50:58 +0000

Carl Quintanilla and Mike Santoli explored stocks on track for their best week of 2024, with the S&P 500 and Nasdaq in the midst of six-day win streaks. Fundstrat’s Tom Lee joined the program with his take on whether the rally has legs.

The anchors also discussed what to expect from Vice President Harris’ Friday unveiling of her economic agenda -- and how her plans to reduce the cost of living stack up against those of former President Trump.

Also in focus: July housing starts miss forecasts and fall to their lowest level since May 2020, Chicago Fed President Austan Goolsbee’s comments on recession indicators, Bernstein reiterates its "sell" rating on Tesla, luxury automakers go hybrid to reverse sales declines.

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Cramer's Morning Take: Consumer Spending 8/15/24

podcasts@cnbc.com (CNBC) — Thu, 15 Aug 2024 16:46:52 +0000

Jim and Jeff discuss Consumer spending as inflation pressures showed more signs of easing. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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Retail Sales Blowout Sparks Market Rally, Walmart Surges, Cisco CEO on Job Cuts, Earnings and AI 8/15/24

podcasts@cnbc.com (CNBC) — Thu, 15 Aug 2024 14:57:19 +0000

With the broader markets aiming for a 6-day win streak, Carl Quintanilla, Jim Cramer and David Faber discussedstocks in rally mode thanks to a number of catalysts: July retail sales blew past expectations with a 1% gain, Walmartshares jumped on a

Q2 earnings beat and raised guidance, while weekly jobless claims came in below forecasts. Cisco was among the biggest gainers. CEO Chuck Robbins joined the anchors at Post 9 to discuss the company's plan to cut 7% of its global workforce as part

of a restructuring, what drove its better-than-expected Q4 results -- and how Cisco plans to capitalize on the AI boom.Also in focus: Alibaba's miss and the cautious Chinese consumer, the “Warren Buffett effect” on Ulta Beauty.

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Inflation Watch, Mars-Kellanova Deal, Google from DOJ to WFH 8/14/24

podcasts@cnbc.com (CNBC) — Wed, 14 Aug 2024 14:28:29 +0000

Carl Quintanilla, Jim Cramer and David Faber discussed market reaction to the latest batch of inflationdata: The Consumer Price Index for July matching consensus estimates.

Marsagreed to acquire Kellanova in a deal valued at nearly $30 billion, putting snack brands such as Snickers and Cheez-Itunder one roof. A double dose of Google: The Justice Department reportedly

considering a breakup of the tech giant.The anchors also reacted to comments by former Google CEO Eric Schmidt, who slammed the company's remotework policy. Also in focus: Nvidia's four-day surge,

a follow-up on Starbucks and Chipotle after the coffee chain's CEO shakeup, Southwestresponds to Elliott's push for board seats. Chili's parent Brinker tumbles on earnings, shares of DraftKings and Flutterin rally mode.

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Cramer's Morning Take: Starbucks 8/13/24

podcasts@cnbc.com (CNBC) — Tue, 13 Aug 2024 15:51:16 +0000

Jim and Jeff discuss Starbucks CEO shake-up. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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Starbucks Shakeup, Tamer Inflation Data, Interview with Blackstone Pres. Jon Gray 8/13/24

podcasts@cnbc.com (CNBC) — Tue, 13 Aug 2024 14:32:28 +0000

Carl Quintanilla, Jim Cramer and David Faber led off the show with big news from Starbucks: Laxman Narasimhan is out as CEO and will be replaced by Chipotle chief executive Brian Niccol in September.

The anchors explored what to expect from Niccol as he looks to turn the coffee chain around. The discussion included a flashback to the interview in May when Cramer held Narasimhan's feet to the fire.

Also in focus: Inflation data show a tamer-than-expected Producer Price Index for July, Home Depot cuts sales guidance, Blackstone President & COO Jon Gray joined the program to discuss everything from the economy to the 2024 election.

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Markets After a Volatile Week, Inflation and Retail Earnings Watch, Starbucks and Activism 8/12/24

podcasts@cnbc.com (CNBC) — Mon, 12 Aug 2024 14:45:58 +0000

David Faber and Jim Cramer discussed a key week ahead for stocks, featuring inflation data along with retail earnings from the likes of Home Depot and Walmart. Can equity markets bounce back

from a volatile week in which the S&P 500 and Nasdaq extended their weekly losing streaks to four? Also in focus: The latest activism news involving Starbucks, Nvidia bucking the chips' downtrend,

Cramer talks food makers and obesity drugs,Bank of America CEO Brian Moynihan comments on rate cuts, VP Harris vs. former Pres. Trump on Fed independence, Disney's theme park expansion projects.

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Wild Week for Stocks, Trump Calls for a “Say” In Fed Policy, Paramount Cuts 15% of Workforce 8/9/24

podcasts@cnbc.com (CNBC) — Fri, 9 Aug 2024 14:27:09 +0000

David Faber and Mike Santoli started the hour by discussing the wild week for stocks heading into Friday. The S&P was coming off its best performance since November of 2022, but all 3 major indices were headed lower on the week. The desk also brought in Steve Liesman to discuss Republican presidential nominee Donald Trump saying that he should have a voice when the Federal Reserve makes its decisions on interest rates. After the opening bells, Faber also broke down results from Paramount, with the company announcing it will cut 15% of its U.S. workforce.

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JPM Raises Recession Odds, Lilly Blows Past Estimates, Warner Bros. Discovery Disappoints 8/8/24

podcasts@cnbc.com (CNBC) — Thu, 8 Aug 2024 14:33:33 +0000

David Faber and Jim Cramer began the hour by breaking down another volatile day for the markets, with the major indices coming off their 4th negative session in 5. JPMorgan also raised their odds of a U.S. recession by year end to 35%. A big earnings mover today included Eli Lilly; shares of the stock surged after the company blew past estimates and hiked its outlook following strong sales from its weight-loss drug. Faber also wrapped up the quarterly results from Warner Bros. Discovery, after shares of the media company plunged following its $9.1 billion impairment charge on its tv networks.

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Cramer's Morning Take: Walt Disney 8/7/24

podcasts@cnbc.com (CNBC) — Wed, 7 Aug 2024 15:23:28 +0000

Jim Cramer says this media company is a ‘buy’. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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Rebound Rally, Disney Falls Despite Beat, Shopify Soars: Its President Talks Earnings and AI 8/7/24

podcasts@cnbc.com (CNBC) — Wed, 7 Aug 2024 14:40:18 +0000

David Faber and Jim Cramer discussed the stock markets surging for a second straight day after Monday's big sell-off. Wednesday's main catalyst: A Bank of Japan official said the BOJ would not hike rates when markets are unstable. Disney shares under pressure despite better-than-expected Q3 results. Cramer explains why investors should buy it on the dip. Shopify President Harley Finkelstein joined the program to discuss his company's AI-fueled results that sent its stock soaring. Also in focus: Airbnb and Super Micro tumble by double-digits and Novo Nordisk misses on Wegovy sales as part of an earnings barrage, Carl Quintanilla at the Olympics in Paris.

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Cramer's Morning Take: Nvidia 8/6/24

podcasts@cnbc.com (CNBC) — Tue, 6 Aug 2024 15:57:39 +0000

Cramer calls this chipmaker a winner. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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Markets After the Sell-off, DOJ Antitrust Chief Kanter on Landmark Google Ruling 8/6/24

podcasts@cnbc.com (CNBC) — Tue, 6 Aug 2024 14:35:42 +0000

David Faber and Jim Cramer explored what to make of stocks trying to bounce back from their worst day since September 2022. The anchors highlighted the names in rebound mode. A federal judge ruled that Google illegallymaintained a monopoly over online search. Jonathan Kanter -- Assistant Attorney General for the Justice Department's antitrust division – joined the program to discuss that landmark decision and what it could mean for big tech. Also in focus:Caterpillar and Uber lead the earnings parade, NBC News reports Vice President Harris has chosen Minnesota GovernorTim Walz as her running mate for the 2024 presidential election, Carl Quintanilla at the Olympics in Paris.

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Cramer's Morning Take: Market Sell-Off 8/5/24

podcasts@cnbc.com (CNBC) — Mon, 5 Aug 2024 16:45:11 +0000

Jim and Jeff discuss where to find opportunity amid the market sell-off. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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Global Sell-off, Buffett's Berkshire Slashes Apple Stake, Japan Markets Tumble 12% 8/5/24

podcasts@cnbc.com (CNBC) — Mon, 5 Aug 2024 14:48:29 +0000

David Faber and Jim Cramer discussed what investors should make of Monday's global sell-off, which saw the Dow fall more than 1,000 points on worries about an economic slowdown. With the Nasdaq moving further into correction territory, are "Magnificent 7" names now oversold? Also in focus: Warren Buffett's Berkshire Hathaway sells half of its stake in Apple, Japan's Nikkei plunges 12% for its worst day since 1987, Bitcoin tumbles, M&A talk involving Kellogg spinoff Kellanova, Elon Musk sues OpenAI, Carl Quintanilla at the Olympics in Paris.

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Cramer's Morning Take: Amazon 8/2/24

podcasts@cnbc.com (CNBC) — Fri, 2 Aug 2024 16:49:27 +0000

Cramer says this tech giant is ‘misunderstood’. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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Squawk on the Street 8/2/24

podcasts@cnbc.com (CNBC) — Fri, 2 Aug 2024 14:46:45 +0000

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Cramer's Morning Take: Meta 8/1/24

podcasts@cnbc.com (CNBC) — Thu, 1 Aug 2024 16:49:10 +0000

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Meta’s Big Beat, Rates Remain Unchanged, Chips Dip 8/1/24

podcasts@cnbc.com (CNBC) — Thu, 1 Aug 2024 15:01:35 +0000

Carl Quintanilla, Jim Cramer and David Faber began the show by breaking down the big earnings beat of the morning: Meta Platforms. Shares of the tech giant surged after the company reported second-quarter revenue growth of 22% from $32 billion a year earlier, marking its 4th straight quarter of growth in excess of 20%. Meta executives also showed how the company’s heavy spending on AI is already starting to pay off. The anchors then moved onto the other big tech movers including Qualcomm, Arm Holdings and Western Digital, which all moved lower following their respective results. Also in the mix: the desk also reacted to the Fed’s decision to hold rates steady, with Chair Powell also hinting that a September cut is on the table.

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Microsoft’s Cloud Miss, Boeing’s New Chief, AMD & T-Mobile CEOs 7/31/24

podcasts@cnbc.com (CNBC) — Wed, 31 Jul 2024 14:35:15 +0000

Carl Quintanilla, Jim Cramer and David Faber broke down Microsoft’s quarterly results at the top of the show, where the stock slipped following a cloud miss. The anchors then brought in AMD CEO Lisa Su for a First on CNBC interview to break down her company’s latest quarter. Shares of AMD soared on its strong results, as the company said its data center sales more than doubled in a year. After the opening bells, T-Mobile CEO Mike Sievert joined the group at Post 9 at the NYSE for another earnings interview. Also in the mix; the desk discussed Boeing tapping aerospace veteran Kelly Ortberg to succeed Dave Calhoun as CEO.

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Cramer's Morning Take: Stanley Black & Decker 7/30/24

podcasts@cnbc.com (CNBC) — Tue, 30 Jul 2024 15:15:27 +0000

Jim and Jeff discuss the earnings report from this consumer staple. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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Fed Meeting Begins, Big Tech on Deck, Live: SoFi CEO 7/30/24

podcasts@cnbc.com (CNBC) — Tue, 30 Jul 2024 14:49:27 +0000

David Faber and Jim Cramer started the hour by looking ahead to the Federal Reserve kicking off its 2-day policy meeting, where the group is largely expected to leave rates unchanged. Cramer also broke down the MAG7 names with Microsoft shares set to report after the bell. Other earnings movers this morning included pharma names Pfizer and Merck, both topping estimates; however, shares of Merck dropped following light sales of its Gardasil HPV vaccine. After the opening bells, SoFi CEO Anthony Noto joined the show to break down his company’s quarterly results.

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Huge Week Ahead, Trump’s Crypto Plans, McDonald’s Big Miss 7/29/24

podcasts@cnbc.com (CNBC) — Mon, 29 Jul 2024 15:17:22 +0000

David Faber and Jim Cramer began the show by looking ahead to the big week for investors, which includes a flood of big tech earnings and a Fed decision on deck. The anchors also discussed former president Trump’s speech at the Bitcoin 2024 Conference, where he pledged a national Bitcoin stockpile and his plans to fire SEC Chair Gary Gensler if re-elected. The desk also hit quarterly results from McDonald’s, which missed analyst expectations for earnings and revenue. The fast food giant’s same-store sales also fell for the first time since 2020. During the opening bells, the anchors also mentioned Morgan Stanley analyst Adam Jonas and his decision to replace Ford with Tesla as his ‘Top Pick’ for the auto sector.

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Squawk on the Street 7/26/24

podcasts@cnbc.com (CNBC) — Fri, 26 Jul 2024 15:14:24 +0000

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Stocks After the Sell-Off, Ford’s Massive Miss, ServiceNow & Southwest CEOs 7/25/24

podcasts@cnbc.com (CNBC) — Thu, 25 Jul 2024 14:47:02 +0000

Carl Quintanilla, Jim Cramer and David Faber started the hour by discussing the markets, a day after the S&P and Nasdaq posted their worst sessions since 2022. One of the day’s biggest movers included Ford, which plunged on its big earnings miss. The automaker was on pace for its worst day since 2009, after missing Wall Street’s bottom-line earnings expectations due to warranty problems, a reoccurring issue with the company. Staying with earnings, the CEOs of ServiceNow and Southwest both joined the show to break down their respective quarterly results. Also in the mix, David Faber broke out Warner Bros. Discovery suing the NBA over their TV rights deal with Amazon.

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Cramer's Morning Take: Alphabet 7/24/24

podcasts@cnbc.com (CNBC) — Wed, 24 Jul 2024 16:37:51 +0000

Jim and Jeff discuss the earnings report from this mega-cap tech stock. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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Tesla Tumbles, Alphabet’s Ad Miss, ‘Cracks’ In the Economy? 7/24/24

podcasts@cnbc.com (CNBC) — Wed, 24 Jul 2024 14:45:11 +0000

Carl Quintanilla, Jim Cramer and David Faber began the show by breaking down the tough quarters for Tesla and Alphabet, dragging both stocks lower at the open. Tesla posted a profit drop for the second straight quarter, while the company’s auto revenue dropped 7% year-over-year. Although Alphabet topped earnings estimates, shares of the tech giant were under pressure after the company missed its YouTube advertising revenue expectations. The desk also turned to the consumer; Visa reported results saying spending remains strong, while the JPMorgan desk said it sees signs the macro-economic picture may be ‘cracking.’ After the bells the anchors worked in some other big earnings, including AT&T getting a boost after beating estimates for subscriber additions on demand for higher-priced plans.

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Cramer's Morning Take: Danaher 7/23/24

podcasts@cnbc.com (CNBC) — Tue, 23 Jul 2024 15:20:22 +0000

Jim and Jeff discuss the smart plays by this life sciences stock. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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Earnings Parade: Beats for GM and Coke, UPS Misses, "Mag 7" On Deck 7/23/24

podcasts@cnbc.com (CNBC) — Tue, 23 Jul 2024 14:28:35 +0000

After the best day for stocks since early June, Carl Quintanilla, Jim Cramer and David Faber explored market reaction to a batch of earnings -- including better-than-expected results from General Motors and Coca-Cola, as well as UPS' Q2 miss and lowered outlook that sent the stock tumbling. The anchors also discussed what to expect from Magnificent 7 companies Tesla and Alphabet when they report quarterly results after Tuesday's close of trading. Media also in focus -- from the Warner Bros. Discovery-Amazon battle over NBA rights, to earnings from Comcast.

Disclosure: Comcast is the parent of NBCUniversal, of which CNBC is a unit.

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Cramer's Morning Take: Tech Rebound 7/22/24

podcasts@cnbc.com (CNBC) — Mon, 22 Jul 2024 16:09:14 +0000

Jim and Jeff discuss today's Tech rebound and news that Nvidia is preparing a version of its new Blackwell chips for the Chinese market. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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Biden Drops Out Of 2024 Race, Stocks Seek Bounce, IT Outage Fallout 7/22/24

podcasts@cnbc.com (CNBC) — Mon, 22 Jul 2024 14:47:25 +0000

Carl Quintanilla and Jim Cramer began the hour by breaking down what President Biden’s decision to drop out of the 2024 race means for the markets, and why Cramer believes a Kamala Harris win could benefit mega-cap tech stocks. Eamon Javers also joined the conversation to discuss how Kamala Harris’ policies compare to Pres. Biden’s. The anchors also discussed CrowdStrike; shares of the cybersecurity company extended its drop following Friday’s 11% decline, with at least 2 Wall Street firms downgrading the stock this morning. After the opening bells, the desk also hit Elliott’s big stake in Starbucks and Verizon’s latest earnings.

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Global IT Outage: Interview with CrowdStrike CEO George Kurtz 7/19/24

podcasts@cnbc.com (CNBC) — Fri, 19 Jul 2024 14:34:54 +0000

Carl Quintanilla, Jim Cramer, David Faber and Sara Eisen covered all of the bases on the massive global IT outage that impacted businesses including banks, grounded airlines –

and sent shares of cybersecurity firmCrowdStrike tumbling. The company's CEO George Kurtz joined the program to discuss the outage. He apologizedto those affected by the disruptions.

Also in focus: Market reaction to earnings from the likes of Netflix and American Express.

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The Tech Sell-off and Beyond, Chips Try to Rebound, Sen. Vance's Wall Street Message 7/18/24

podcasts@cnbc.com (CNBC) — Thu, 18 Jul 2024 14:44:59 +0000

One day after the worst session for the Nasdaq since December 2022, Carl Quintanilla, Jim Cramer and David Faber explored what's ahead for the tech sector. Chips hoped to recoup some of Wednesday's steep losses after Taiwan Semiconductor reported better-than expected revenue guidance and quarterly earnings. Cramer spoke about how investors should view "the great rotation" into small caps. The anchors also reacted to Sen. JD Vance's vice presidential nomination speech to the Republican National Convention -- especially his blunt comments about Wall Street. Also in focus: What to expect from Netflix earnings, Meta reportedly has its eyes on the maker of Ray-Ban sunglasses, Wells Fargo upgrades the banks, "Faber Report" on the future of Warner Bros. Discovery.

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Playing Market Rotation, Small Caps' Big Rally, Double Whammy For Chips 7/17/24

podcasts@cnbc.com (CNBC) — Wed, 17 Jul 2024 14:42:08 +0000

Carl Quintanilla, Jim Cramer and David Faber explored what investors should make of the market rotation that has fueled a rally in small caps: The Russell 2000 up double-digits month-to-date. The anchors also discussed the chip sector tumbling in Wednesday's session -- and where the White House, China and former President Trump fit into the picture. Also in focus: Johnson and Johnson leads the earnings parade, Fed Governor Waller on rate cuts, reports of new layoffs at Warner Bros. Discovery, Roche’s obesity drug trial weighs on shares of Eli Lilly and Novo Nordisk.

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Cramer's Morning Take: Best Buy 7/16/24

podcasts@cnbc.com (CNBC) — Tue, 16 Jul 2024 15:59:25 +0000

Jim and Jeff discuss why they like this retail stock. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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Dow All-Time Highs, Bank Earnings Day 3, Retail Surprise, Musk Millions For Trump? 7/16/24

podcasts@cnbc.com (CNBC) — Tue, 16 Jul 2024 14:54:54 +0000

Carl Quintanilla and Jim Cramer led off the show with market reaction to Bank of America and Morgan Stanley posting Q2 earnings beats -- and highlighted the stocks rising on better-than-expected June retail sales data. The anchors also discussed Elon Musk's response to a report that says he has committed $45 million a month to a new pro-Trump super PAC. Also in focus: The potential "JD Vance effect" if Donald Trump wins a second presidential term, Amazon Prime day kicks off, UnitedHealth leads the Dow to new all-time highs, the small cap rally rolls on, more pain for luxury, General Motors CEO Mary Barra on EV growth.

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Cramer's Morning Take: AMD 7/15/24

podcasts@cnbc.com (CNBC) — Mon, 15 Jul 2024 15:28:08 +0000

Jim and Jeff discuss buying a small position in this chipmaker. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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The "Trump Trade" After the Assassination Attempt, Exclusive With BlackRock CEO Larry Fink 7/15/24

podcasts@cnbc.com (CNBC) — Mon, 15 Jul 2024 14:47:15 +0000

In the first trading session since former President Donald Trump survived an assassination attempt, Carl Quintanilla and Jim Cramer discussed stock markets rising to start the week -- as a number of traders see improved chances for a Trump election victory in November. Which sectors would benefit most from such an outcome? BlackRock Chairman & CEO Larry Fink joined Jim and Carl at Post 9 to discuss everything from earnings and bitcoin -- to the way forward for the U.S. after the Trump assassination attempt. Also in focus: Goldman Sachs' earnings beat, bullish Wall Street calls on Apple, Macy's ends buyout talks, Trump Media shares soar.

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After the Tech Sell-off: Big Bank Earnings, Hot PPI, Tesla 11-day Win Streak Snapped 7/12/24

podcasts@cnbc.com (CNBC) — Fri, 12 Jul 2024 14:54:31 +0000

Carl Quintanilla, David Faber and Sara Eisen wrapped up the week with market reaction to major banks kicking off earnings season -- JPMorgan Chase, Wells Fargo and Citi each posted Q2 beats, but Wells shares took a hit. The Producer Price index for June came in hotter-than-expected, one day after tamer CPI fueled investor hopes for a Fed rate cut in September. The anchors also discussed Thursday's tech selloff, Russell 2000 surge and sharp decline in "Magnificent 7" stocks. Tesla snapped its 11-day win streak on a report of a Robotaxi launch delay. On Friday, UBS slapped the EV maker with a "sell" rating. Also in focus: AT&T falls after its hack disclosure and drags another stock down with it, "2nd Half Playbook" on the chip sector.

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Cramer's Morning Take: CPI Report 7/11/24

podcasts@cnbc.com (CNBC) — Thu, 11 Jul 2024 16:39:49 +0000

Jim and Jeff discuss CPI data as traders upped their bets for interest rate cuts. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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Inflation Falls, Exclusive With NFL Commissioner Goodell, Rough Day for Delta 7/11/24

podcasts@cnbc.com (CNBC) — Thu, 11 Jul 2024 14:41:48 +0000

After another record-setting day for stocks,, Carl Quintanilla, Jim Cramer and David Faber explored market reaction to the Consumer Price Index. It shows inflation fell in June from the previous month. Is a September Fed rate cut in the cards? In a CNBC Exclusive at the Allen & Co. conference in Sun Valley, Idaho, NFL Commissioner Roger Goodell and Julia Boorstin discussed the business of football in the streaming era. Also in focus: Delta shares tumble on guidance and oversupply, what PepsiCo's CEO said about his company’s earnings, Pfizer rises on its experimental obesity pill, Ed Yardeni boosts his year-end S&P 500target to 5800.

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Squawk on the Street+ Skydance CEO David Ellison & RedBird Capital Managing Partner Gerry Cardinale 7/10/24

podcasts@cnbc.com (CNBC) — Wed, 10 Jul 2024 16:34:17 +0000

Skydance CEO David Ellison and Gerry Cardinale, RedBird Capital Partners founder and managing partner, spoke with CNBC's David Faber about the technological transformation inside Paramount, how it plans to slow the pace of cord-cutting, and more. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Cramer's Morning Take: Industrial Stocks 7/10/24

podcasts@cnbc.com (CNBC) — Wed, 10 Jul 2024 15:44:48 +0000

Jim Cramer and Jeff Marks take a deep dive into a series of industrial stocks to discuss what they like and what they’re watching. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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Record Highs Roll On, Day 2 of Powell on the Hill, "Comeback Stocks" 7/10/24

podcasts@cnbc.com (CNBC) — Wed, 10 Jul 2024 14:35:52 +0000

Carl Quintanilla, Jim Cramer and David Faber discussed the catalysts sparking the S&P and Nasdaq to set new record highs in Wednesday's session, including the chip sector aiming for an 8-day win streak after Taiwan Semiconductor's quarterly revenue beat. The anchors also explored what to make of stocks that have rebounded strongly after rough starts to the year, including Tesla in the midst of a ten-day win streak – and Apple, the first to achieve a $3.5 trillion market cap. Also in focus: What to expect from Fed Chair Powell's second day of testimony on Capitol Hill, management turnover at 3M and Chipotle, Jeff Bezos' Amazon share sale.

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More Market Records, Tesla Aims For a "Perfect 10," How Low Can Nike Go? 7/9/24

podcasts@cnbc.com (CNBC) — Tue, 9 Jul 2024 15:00:11 +0000

Carl Quintanilla, Jim Cramer and David Faber covered all of the bases on another record-setting day for the S&P 500 and Nasdaq, along with various big tech names. Apple and Microsoft are in a race toward a $3.5 trillion valuation, while Tesla looks to extend its daily win streak to ten – which would be its longest since June 2023. Hear what Cramer had to say about Nike –now the worst performer on the Dow so far this year. Also in focus: What to expect from Fed Chair Jerome Powell's Capitol Hill testimony, Paramount-Skydance deal aftermath, Novo Nordisk falls on study pitting its Wegovy obesity drug against Eli Lilly’s Mounjaro, Jim's "Mad Dash" meets Formula 1.

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Big Market Week Ahead, Paramount-Skydance Merger Deal, Boeing to Plead Guilty 7/8/24

podcasts@cnbc.com (CNBC) — Mon, 8 Jul 2024 14:40:20 +0000

Carl Quintanilla, Jim Cramer and David Faber led off the show with big tech and AI as a catalyst for S&P 500 and Nasdaq record highs, after five of the "Magnificent 7" stocks hit new all-time highs on Friday. The anchors also explored what investors can expect from a big market week ahead. It includes Fed Chair Powell on Capitol Hill, key inflation data and major banks kicking off earnings season. Also in focus: Paramount and Skydance agree to a merger deal, Boeing agrees to plead guilty to a criminal charge, chips rally, Tesla's big rebound cools off, Eli Lilly's $3.2 billion acquisition.

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White House Reaction to the Jobs Report, Tech Surges and Nasdaq Makes History, Tesla's Big Week 7/5/24

podcasts@cnbc.com (CNBC) — Fri, 5 Jul 2024 14:40:01 +0000

David Faber, Leslie Picker and Mike Santoli led off the program with reaction to the June employment report, which showed better-than-expected job creation -- but also downward revisions on growth for May and April. Acting Labor Secretary Julie Su discussed White House reaction to the numbers with the presidential election just four months away. The anchors also weighed in on this week's tech rally and new all-time intraday highs for the Nasdaq. Some members of the "trillion-dollar club" entered Friday's session at record closing highs, while Tesla moved closer to erasing its losses for 2024. Also in focus: The Labour Party's UK election landslide, decision day for Boeing, retail buyouts in the spotlight, banks rally, the 2nd half playbook on energy, Mark Zuckerberg's unique 4th of July celebration.

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Nasdaq and Big Tech's Record Highs, Tesla Hotter In July, Paramount Soars 7/3/24

podcasts@cnbc.com (CNBC) — Wed, 3 Jul 2024 14:49:28 +0000

Heading into the 4th of July holiday, David Faber, Melissa Lee and Mike Santoli discussed what to make of big tech fueling the Nasdaq to a new all-time high. Microsoft, Apple and Amazon entered

Wednesday's trading session at record closing highs. Tesla shares continue to rebound in a big way one day after the EV maker's better-than-expected Q2 deliveries. The stock is closer to erasing its

steep losses for 2024. Paramount shares soared on M&A news: According to David’s sources, the company has reached a preliminary deal with Skydance. Also in focus: Ford Q2 auto sales, Southwest's "poison pill."

Marko Kolanovic reportedly out as J.P. Morgan Chief Market Strategist.

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Fed's Powell, ECB's Lagarde and Brazil's Central Bank Chief At ECB Forum 7/2/24

podcasts@cnbc.com (CNBC) — Tue, 2 Jul 2024 14:44:40 +0000

At the ECB's annual central banking forum in Sintra, Portugal, Sara Eisen moderated a panel discussion with Fed Chair Jerome Powell, European Central Bank President Christine Lagarde and

Central Bank of Brazil Governor Roberto Campos Neto. Among the topics: inflation, interest rates, geopolitics, AI and the path ahead forglobal markets and the economy.

David Faber, Leslie Picker and Wilfred Frost covered all of the bases on the markets, including Tesla shares jumpingon stronger-than-expected Q2 deliveries. Also in focus: Barry Diller and the Paramount M&A saga.

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2nd Half Playbook, Boeing Buys Spirit AeroSystems, Chewy "Roaring Kitty" Effect 7/1/24

podcasts@cnbc.com (CNBC) — Mon, 1 Jul 2024 14:53:24 +0000

After a bullish first half for stocks, David Faber, Leslie Picker and Mike explored what to expect from the markets as we enter the second half of 2024.

They discussed the AI-fueled tech sector rally, the moves in Nvidia versus Treasury yields -- and whether or not we could see a broader rally for the rest of this year.

Wedbush analyst Dan Ives joined eth anchors at Post 9 with his 2H forecast for tech. Also focus: Boeing agrees to acquire Spirit AeroSystems for $4.7 billion in stock,

'why "Roaring Kitty" sparked a 20% jump in Chewy shares before gains were erased, banks boosting dividends, countdown to the Supreme Court ruling on Trump immunity case.

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Cramer's Morning Take: Amazon, Alphabet & Apple 6/28/24

podcasts@cnbc.com (CNBC) — Fri, 28 Jun 2024 15:57:45 +0000

Jim Cramer discusses why he believes these FTC-targeted stocks are buys. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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Wrapping Up 1H: Post-Debate Markets, Trump-Friendly Stocks, Nike Tumbles 6/28/24

podcasts@cnbc.com (CNBC) — Fri, 28 Jun 2024 14:42:54 +0000

On the final trading day of June, Q2 and the first half of 2024. Carl Quintanilla and Jim Cramer explored market reaction to Thursday night's presidential debate. With Democrats unnerved by President Biden's performance, Cramer highlighted stocks he believes would benefit from an election win by former President Trump. The anchors also discussed Nike shares tumbling on a surprise Q4 sales decline and weak revenue guidance. Also in focus: PCE indicates tame inflation, preparing for second half markets, assessing the S&P 500's first half winners and losers, Chewy's wild ride.

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AI Rally Detour for Micron, Walgreens Plummets, $2T Amazon 6/27/24

podcasts@cnbc.com (CNBC) — Thu, 27 Jun 2024 14:37:16 +0000

Carl Quintanilla and Jim Cramer led off the show with shares of Micron down sharply after the chipmaker's guidance overshadowed better-than-expected quarterly results. What does this mean for the AI trade? The anchors also discussed what to make of Walgreens Boots Alliance shares plunging by more than 20%. The drugstore chain posted an earnings miss, slashed full-year guidance and announced store closures. Also in focus: Amazon joins the $2 trillion valuation club, Nvidia CEO Jensen Huang on robotics, Levi Strauss tumbles, bank stress test results, Nike earnings preview.

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Cramer's Morning Take: Apple 6/26/24

podcasts@cnbc.com (CNBC) — Wed, 26 Jun 2024 15:44:04 +0000

Jim and Jeff discuss Apple's AI strategy. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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FedEx Delivers a Rally, Rivian Soars on VW Investment, Nvidia's Rebound 6/26/24

podcasts@cnbc.com (CNBC) — Wed, 26 Jun 2024 14:56:02 +0000

Carl Quintanilla and Jim Cramer discussed what to make of FedEx shares rallying by double-digits on better-than-expected Q4 results. Rivian shares soared on Volkswagen agreeing to invest up to $5 billion in the EV startup. The anchors explored what it could mean for the EV/auto industry landscape. Also in focus: Nvidia looks to extend Tuesday's 6% rebound, rising yields pressure stocks, what to expect from Micron earnings, Southwest Airlines cuts revenue guidance, Whirlpool soars on takeover speculation, bank stress tests preview.

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Cramer's Morning Take: Nvidia & Pool Corp 6/25/24

podcasts@cnbc.com (CNBC) — Tue, 25 Jun 2024 15:45:50 +0000

Jim and Jeff discuss what made Nvidia rise after a slight weekend dip & Pool Corp takes a dive as demand remains weak amid a challenging economy. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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Nvidia In Correction Territory, Playing the "Frugal Economy," the EU vs. Microsoft 6/25/24

podcasts@cnbc.com (CNBC) — Tue, 25 Jun 2024 14:49:55 +0000

Carl Quintanilla and Jim Cramer led off the show with Nvidia: Shares trying to rebound after falling more than 17% from record highs set last week. What's the proper entry point to buy the stock? Jim also outlined his retail picks for a "frugal economy." Also in focus: The EU's antitrust charges against Microsoft, a double dose of Apple news, Carnival's surprise profit, Boeing reportedly changes its proposal to buy Spirit AeroSystems, Airbus slides, a look at the charts Cramer says should get the Fed's attention.

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Cramer's Morning Take: Chipmakers 6/24/24

podcasts@cnbc.com (CNBC) — Mon, 24 Jun 2024 15:50:51 +0000

Jim Cramer and Jeff Marks discuss the recent moves in several semiconductor stocks. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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The Nvidia Conundrum, Apple From the EU to AI, DOJ vs. Boeing? 6/24/24

podcasts@cnbc.com (CNBC) — Mon, 24 Jun 2024 14:58:21 +0000

Carl Quintanilla and Jim Cramer discussed what to make of Nvidia shares falling once again, days after the chipmaker held the title of world's most valuable company. Cramer explored how investors should value Nvidia -- as well as other major tech players. Apple in the spotlight: The company hit with the first charges under the EU's new digital competition law. The iPhone maker reportedly held talks with Meta about forging an AI partnership. Also in focus: U.S. prosecutors are reportedly recommending that the Justice Department bring criminal charges against Boeing, Disney/Pixar's "Inside Out 2" continues its box office hot streak, the latest biotech stock to soar, highlights from Jim's vacation.

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Tech Pullback, Nvidia Loses Market Cap Crown, Ferrari CEO Exclusive 6/21/24

podcasts@cnbc.com (CNBC) — Fri, 21 Jun 2024 14:31:50 +0000

One day after the Nasdaq snapped its 7-day win streak, Carl Quintanilla, Melissa Lee and Michael Santoli explored what to make of the pullback in the tech sector – with Nvidia extending its Thursday losses and Microsoft replacing the chipmaker as the world's most valuable company. In Italy, Robert Frank spoke exclusively with the CEO of Ferrari about the company's foray into EVs. Also in focus: Bullish analyst calls on Apple and Nike, Sarepta soars, discounts at Starbucks, Oppenheimer Asset Management's chief investment strategist shares his sector picks -- and why he believes it's unlikely we'll see a Fed rate cut this year.

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Nvidia As the New Market Cap King, Fresh Record Highs, Musk Walks Back Comments 6/20/24

podcasts@cnbc.com (CNBC) — Thu, 20 Jun 2024 14:43:57 +0000

Carl Quintanilla, Melissa Lee and Michael Santoli explored the mega-tech rally, with Nvidia surpassing Microsoft and Apple to become the world's most valuable company. The chipmaker extended its gains, helping the S&P 500 and Nasdaq hit fresh record highs. The anchors also reacted to what Elon Musk said at Cannes Lions about advertisers, months after he uttered profane remarks aimed at those who wouldn't place ads on his X platform. Also in focus: Lilly sues to stop counterfeit obesity drugs, Boeing safetly scrutiny, KB Home and Accenture jump post-earnings, Piper Sandler's chief strategist on "softilocks" and the markets, why Amazon is ditching plastic.

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Retail Sales Miss, Markets' Record Run, Tech Rally: Apple vs. Microsoft 6/18/24

podcasts@cnbc.com (CNBC) — Tue, 18 Jun 2024 14:50:38 +0000

On the final trading day before the Juneteenth holiday, Carl Quintanilla, Sara Eisen and Michael Santoli explored market reaction to weaker-than-expected retail sales data for May: What it all means for the Fed, investors and consumers. The anchors also discussed the S&P 500 and Nasdaq entering Tuesday's trading session at record closing highs. It's the same for Apple and Microsoft as they resume their battle for the title of most valuable company. Also in focus: EV startup Fisker files for bankruptcy, Lennar falls despite a quarterly earnings beat, chips rally, what Dell CEO Michael Dell told CNBC about AI PCs, Citi CEO Jane Fraser’s message atthe company's "Services Investor Day."

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S&P 500 Target Hike to 6000, Tech's June Dominance, “Mag 7”: Tesla Out, Broadcom In? 6/17/24

podcasts@cnbc.com (CNBC) — Mon, 17 Jun 2024 14:46:45 +0000

Carl Quintanilla, Sara Eisen and Michael Santoli kicked off the holiday-shortened trading week with a look at bullish Wall Street calls on the markets, including Evercore ISI hiking its year-end S&P 500 target to 6000. The anchors also explored how dominant tech has been this month: The overwhelming number of S&P 500 leaders coming from the information technology sector -- Apple and Nvidia among them. At Post 9, Interactive Brokers Chief Strategist Steve Sosnick explained why he believes Broadcom should replace Tesla in the "Magnificent 7." Also in focus: Minneapolis Fed President Neel Kashkari on rate cuts, Senator Chuck Grassley launches a probe into Boeing and the FAA, Tesla roundup, activism boosts shares of Autodesk.

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Tesla After Musk Pay Package Approval, Adobe's AI Rally, Markets' Record Run 6/14/24

podcasts@cnbc.com (CNBC) — Fri, 14 Jun 2024 14:43:37 +0000

Carl Quintanilla, Jim Cramer and David Faber engaged in a wide-ranging discussion about what's next for Tesla after the company's shareholders ratified Elon Musk's massive 2018 pay package. The anchors reacted to what Musk said at Tesla's annual meeting about the EV maker's valuation and robotics. Also in focus: Adobe surges after AI demand fuels the company's quarterly results and guidance, broader markets coming off record closing highs, what Cleveland Fed President Loretta Mester told CNBC about rates, Apple and Microsoft ramp up their valuation battle, GameStop/Roaring Kitty update.

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Cramer's Morning Take: Broadcom 6/13/24

podcasts@cnbc.com (CNBC) — Thu, 13 Jun 2024 16:16:35 +0000

Jim and Jeff weigh in on this semiconductor stock’s AI-fueled earnings beat. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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Surprise PPI, Musk on Pay Vote, Broadcom Soars and Sets 10-for-1 Stock Split 6/13/24

podcasts@cnbc.com (CNBC) — Thu, 13 Jun 2024 14:39:55 +0000

Carl Quintanilla, Jim Cramer and David Faber led off the show with market reaction to an inflation surprise: The Producer Price Index showing a decline in May on a month-to-month basis. The anchors also discussed Elon Musk's claim that Tesla shareholders are backing his massive 2018 pay package "by wide margins" -- hours ahead of the company's annual meeting. Riding the AI rally: Broadcom shares soared to fresh record highs after posting a Q2 beat and setting a 10-for-1 stock split. Williams-Sonoma announced its own stock-split -- 2-for-1. Also in focus: Nasdaq hits another all-time high, Apple-Microsoft battle for market cap supremacy, Paramount deal update, former President Trump to meet with top CEOs.

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Cramer's Morning Take: Costco 6/12/24

podcasts@cnbc.com (CNBC) — Wed, 12 Jun 2024 16:04:05 +0000

Cramer says this grocery stock can ‘out Walmart, Walmart’. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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Cooler Than Expected Print, Paramount Update, Oracle’s AI-Fueled Boom 6/12/24

podcasts@cnbc.com (CNBC) — Wed, 12 Jun 2024 14:37:08 +0000

Carl Quintanilla, Jim Cramer and David Faber began the hour by breaking down the market rally following this morning’s inflation data. The consumer price index held flat in May, but increased 3.3% from a year ago. Both numbers were 0.1 percentage points below market expectations, which sent stocks soaring and yields lower. After the market discussion, David Faber reported the latest around Paramount, after National Amusements stopped discussions with Skydance, ending months of deal discussions without a transaction. After the opening bells, the desk also reacted to Oracle’s latest quarter. Shares of the tech company rallied on Google and OpenAI deals despite posting an earnings miss.

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Cramer's Morning Take: Apple 6/11/24

podcasts@cnbc.com (CNBC) — Tue, 11 Jun 2024 16:01:46 +0000

Jim and Jeff discuss the aftermath of this mega-cap tech event. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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Apple AI Reaction, Musk's Threat, Stocks Slump Ahead of Fed Decision and CPI 6/11/24

podcasts@cnbc.com (CNBC) — Tue, 11 Jun 2024 14:31:49 +0000

Carl Quintanilla, Jim Cramer and David Faber discussed market reaction to Apple's AI unveil, which took place at the company's Worldwide Developers Conference on Monday.

The stock closed down 2% just hours after the announcement. The anchors also reacted to Elon Musk saying he would ban Apple devices from his companies if the iPhone maker

partners with OpenAI. Also in focus: Stocks fall from record closing highs ahead of Wednesday's CPI data and Fed rate decision, General Motors announces a new $6 billion stock buyback,

GameStop shares extend losses post-Roaring Kitty livestream, FDA panel backs Eli Lilly's Alzheimer's drug.

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Cramer's Morning Take: Coterra Energy 6/10/24

podcasts@cnbc.com (CNBC) — Mon, 10 Jun 2024 15:53:21 +0000

Jim and Jeff discuss this energy stock’s investment into natural gas. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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Busy Week: Apple WWDC, Musk Pay Vote, Inflation and the Fed 6/10/24

podcasts@cnbc.com (CNBC) — Mon, 10 Jun 2024 14:55:43 +0000

Carl Quintanilla and Jim Cramer covered all of the bases in kicking off a busy week for the markets: What to expect from Apple's Worldwide Developers Conference, inflation data and the Fed's decision on interest rates, Tesla shareholders to vote on Elon Musk's 2018 pay package. Meme stock madness: Cramer reacted to Roaring Kitty's livestream and the Friday plunge in GameStop shares. Also in focus: Nvidia's 10-for-1 stock split goes into effect, AMD downgraded, Southwest Airlines gets a boost from activism, EU elections impact, new additions to the S&P 500.

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Cramer's Morning Take: Apple 6/7/24

podcasts@cnbc.com (CNBC) — Fri, 7 Jun 2024 16:15:15 +0000

Jim and Jeff discuss Apple's big tech event. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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Jobs Report Reaction, GameStop's "Roaring" Wild Ride, Street Views on Musk Pay Vote 6/7/24

podcasts@cnbc.com (CNBC) — Fri, 7 Jun 2024 14:44:53 +0000

Carl Quintanilla, Jim Cramer and David Faber discussed market reaction to the May jobs report ahead of next week's Fed meeting. Hiring exceeded forecasts and the unemployment rate rose to 4%. Meme stock volatility rolls on: GameStop shares take a hit on the early release of its Q1 results and plans for an equity offering -- one day after soaring 47% on news that "Roaring Kitty" scheduled a YouTube livestream for Friday. Also in focus: What ARK Invest's Cathie Wood and Wedbush's Dan Ives are saying about the upcoming Tesla shareholder vote on Elon Musk's 2018 pay package, countdown to Apple's WWDC, Nvidia's 10-for-1 stock split goes into effect after Friday's close of trading.

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Nvidia Joins the $3T Club, Tesla's Musk Pay Package Push, ECB Cuts Rates 6/6/24

podcasts@cnbc.com (CNBC) — Thu, 6 Jun 2024 14:40:23 +0000

On another record setting day for the S&P 500 and Nasdaq, Carl Quintanilla, Jim Cramer and David Faber drilled down on mega-tech:Nvidia hits a $3 trillion market cap for the first time,

surpassing Apple to become the second-most valuable public company in the U.S. behind Microsoft. How high can the chipmaker go? The anchors also reactedto what Tesla Chair Robyn Denholm

told CNBC about next week's shareholder vote on Elon Musk's massive pay package.Also in focus: The U.S. Treasury Department weighs in on AI risks, The ECB cuts interest rates for the first time since 2019,

lifts for Lululemon and Costco, Disney's Florida parks investment plan, Paramount deal update.

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SEC Chair Gensler "First on CNBC," Musk's Confirmation, Nvidia Marching Toward $3T 6/5/24

podcasts@cnbc.com (CNBC) — Wed, 5 Jun 2024 15:01:15 +0000

Carl Quintanilla, Jim Cramer and David Faber interviewed SEC Chair Gary Gensler on set at Post 9 of the New York Stock Exchange.

Topics included market manipulation, crypto regulation and the AI revolution. Elon Musk confirmed the CNBC.com report which says he diverted

Nvidia AI chip shipments meant for Tesla to "X" and "xAI." Also in focus: Nvidia's market cap jumps closer to $3 trillion, Jensen Huang and “Jensanity,”

Dollar Tree is considering a possible sale of Family Dollar, HPE surges, Apple WWDC just days away, the future for AI PCs.

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Musk and AI Chips, Intel CEO Strikes Back At Nvidia, Meme Madness Twist 6/4/24

podcasts@cnbc.com (CNBC) — Tue, 4 Jun 2024 14:48:43 +0000

Jim Cramer and David Faber engaged in a wide-ranging discussion about a new report from CNBC.com: Elon Musk ordered Nvidia to prioritize shipments of AI chips to X and xAI ahead of Tesla. The anchors also reacted to what Intel CEO Pat Gelsinger said about the company’s new AI chips -- and Nvidia CEO Jensen Huang. Also in focus: Apple in positive territory for 2024, Tesla auto sales in China and Ford U.S. sales, a twist involving "Roaring Kitty" and the meme stocks frenzy, Skydance’s deal for Paramount awaits Shari Redstone's approval.

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Nvidia and AMD Up the Ante on AI, Paramount M&A Update, GameStop Soars, J&J CEO Exclusive 06/03/24

podcasts@cnbc.com (CNBC) — Mon, 3 Jun 2024 14:43:16 +0000

On the first trading day of June, Carl Quintanilla, Jim Cramer and David Faber explored the AI chips race. Nvidia unveiled itsnext-generation platform and said it plans to roll out versions of its AI chips every year.

AMD launched its own lineupof AI chips in an effort to take on its trillion-dollar rival. David reported that Skydance is poised to announce a takeover ofParamount Global in the coming days.

Also in focus: An exclusive interview with Johnson & Johnson CEO Joaquin Duato, GameStop shares soar as meme stock madness returns, Tesla strikes back at ISS ahead of this month’s Elon Musk pay package vote.

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Wrapping Up May: Inflation Watch, Dell Plunges, Musk Pay Package Update 5/31/24

podcasts@cnbc.com (CNBC) — Fri, 31 May 2024 14:37:30 +0000

On the final trading day of May, Carl Quintanilla, Jim Cramer and David Faber discussed market reaction to the Fed's preferred inflation measure -- Core PCE. With AI in the spotlight, the anchors reacted to shares of Dell plunging despite better-than-expected quarterly results. Also in focus: Proxy advisor ISS urges Tesla shareholders to reject Elon Musk's multi-billion dollar pay package, former President Trump's guilty verdict, what Best Buy's CEO told Jim about AI PCs on "Mad Money," earnings winners and losers, activist investor speaks out about casino and sports gambling company Penn Entertainment.

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Salesforce Plunges, Nasdaq and Blue Chip Blues, Retail Earnings Barrage 5/30/24

podcasts@cnbc.com (CNBC) — Thu, 30 May 2024 14:50:03 +0000

Carl Quintanilla, Jim Cramer and David Faber led off the show with Salesforce shares tumbling and dragging the Dow sharply lower. The company posted a quarterly revenue miss and issued weaker-than-expected guidance. The anchors reacted to what Salesforce CEO Marc Benioff told Jim Wednesday night on Mad Money. What's next for the stock? On the retail front: Best Buysurges, Foot Locker soars and Kohl's plummets in reaction to earnings news. Also in focus: Q1 GDP growth revised downward, Nasdaq coming off its worst day of May, CNBC reports Nelson Peltz has sold his entire stake in Disney, McDonald's defends its menu prices, Nestle CEO's message on weight-loss drugs.

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Cramer's Morning Take: Abbott Labs 5/29/24

podcasts@cnbc.com (CNBC) — Wed, 29 May 2024 15:37:11 +0000

Jim and Jeff discuss why they’re adding to this health care stock. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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Stocks Slide After Nasdaq 17K, Conoco-Marathon $17B Deal, Airline Stocks' Turbulence 5/29/24

podcasts@cnbc.com (CNBC) — Wed, 29 May 2024 14:50:44 +0000

Carl Quintanilla, Jim Cramer and David Faber discussed stock markets under pressure one day after the Nasdaq closed above 17,000 for the first time. Cramer explained why he's concerned about one particular group missing out on the tech sector rally. Energy M&A back in the spotlight: ConocoPhillips has agreed to buy Marathon Oil for more than $17 billion in stock. Also in focus: American Airlines takes a hit on lowered guidance and drags down shares of rival carriers, what to expect from Salesforce's quarterly results due out after Wednesday's close of trading, two retailers surge on earnings, a bank gets slapped with a "sell" rating.

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Cramer's Morning Take: Dover Corp 5/28/24

podcasts@cnbc.com (CNBC) — Tue, 28 May 2024 15:51:50 +0000

Jim and Jeff break down the earnings momentum of this industrial stock. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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Tech Rally Rolls On, Nvidia Extends Record Run, Musk's xAI Raises $6B 5/28/24

podcasts@cnbc.com (CNBC) — Tue, 28 May 2024 14:40:58 +0000

Carl Quintanilla, Jim Cramer and David Faber kicked off a holiday-shortened week with a look at tech sector momentum and the Nasdaq trading at all-time highs. Nvidia surged to new record highs on the heels of news out of Elon Musk's xAI: The OpenAI rival said it raised $6 billion in its latest fundraising round.Also in focus: Proxy advisor Glass Lewis urges Tesla shareholders to reject Musk's massive pay package, Apple gets positive iPhone news out of China, David reports activist investor Elliott Management has taken a $2.5 billionstake in Texas Instruments, holiday box office weakness, a “taxing” day for DraftKings, Jensen Huang's first pitch.

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Morning After the Sell-off, Nvidia Rally Rolls On, Musk's EV Tariffs Switch 5/24/24

podcasts@cnbc.com (CNBC) — Fri, 24 May 2024 14:37:07 +0000

Carl Quintanilla and Jim Cramer explored what's next for the markets and investors after Thursday's sell-off and the Dow’s worst session since March 2023. The anchors also discussed Nvidia extending its post-earnings rally and adding more than $200 billion in market cap after posting its blowout quarter. Also in focus: Elon Musk's about-face regarding U.S. tariffs on Chinese EVs, Tesla reportedly cutting Model Y production in China, earnings bright spots, Burger King joins the value meal price wars, Novo Nordisk's latest Ozempic study, time to consider Eli Lilly for the "Magnificent 7"? Carl and Jim remember long-time CNBC anchor Mark Haines on the 13th anniversary of his death.

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Cramer's Morning Take: Nvidia 5/23/24

podcasts@cnbc.com (CNBC) — Thu, 23 May 2024 16:07:25 +0000

Jim Cramer breaks down this AI powerhouse’s blockbuster earnings beat. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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AI Boom: Nvidia's Blowout Quarter and 10-for-1 Stock Split Fuel New Record Highs 5/23/24

podcasts@cnbc.com (CNBC) — Thu, 23 May 2024 14:29:40 +0000

Carl Quintanilla and Jim Cramer covered all of the bases on Nvidia's record quarter and 10-for-1 stock split announcement.The chipmaker's shares jumped above $1,000 for the first time and sparked a tech sector rally, resulting in new all-time highs for the S&P 500 and Nasdaq. Cramer explained what it all means for the AI trade, along with how Elon Musk and Mark Zuckerberg fit into the Nvidia picture. Also in focus: Jamie Dimon's stagflation message, DOJ vs. Ticketmaster parent Live Nation, DuPont to split into three publicly traded companies.

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Cramer's Morning Take: TJX 5/22/24

podcasts@cnbc.com (CNBC) — Wed, 22 May 2024 14:58:32 +0000

Cramer praises this ‘bargain’ retailer after earnings beat. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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Target Misses, Market Records, Nvidia Earnings Countdown 05/22/24

podcasts@cnbc.com (CNBC) — Wed, 22 May 2024 14:26:23 +0000

Carl Quintanilla and Jim Cramer led off the show with Target shares taking a hit on a quarterlyearnings miss and sales decline. Cramer explains how "Food's Big 3" fit into the picture.

The anchors discussed the S&P 500 and Nasdaq hitting record closing highs ahead of Nvidia'smuch-anticipated earnings due out after Wednesday's quarterly results.

Can the chip giant live up to Wall Street’s lofty expectations? Also in focus: Apple aims for an 8-day win streak, Williams-Sonoma and TJX among retail's earnings winners,

Lululemon restructuring, Tesla's European sales, Toll Brotherstumbles despite upbeat earnings and guidance.

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Cramer's Morning Take: Palo Alto 5/21/24

podcasts@cnbc.com (CNBC) — Tue, 21 May 2024 15:13:34 +0000

Jim Cramer breaks down earnings from this cybersecurity stock. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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Nasdaq's Record Run, Fed's Waller on Rates, Dimon on Succession 05/21/24

podcasts@cnbc.com (CNBC) — Tue, 21 May 2024 14:29:56 +0000

Carl Quintanilla and Jim Cramer discussed tech sector momentum one day after a record closing high for the Nasdaq -- and ahead of Nvidia's earnings report due out after the bellWednesday.

The anchors also stayed on top of market reaction to comments from Fed GovernorChristopher Waller on rates and inflation. Also in focus: Jamie Dimon on retirement and JPMorgan Chase's

succession plans, Lowe's and Macy's earnings, Michael Dell's take on AI PCs, Palo Alto slides, Morgan Stanley analyst AdamJonas' note on Tesla, AI and "Muskonomics."

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Cramer's Morning Take: Nvidia 5/20/24

podcasts@cnbc.com (CNBC) — Mon, 20 May 2024 15:43:30 +0000

Cramer urges investors to stop thinking Nvidia can ‘make or break’ the stock market. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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Dow 40,000 and Beyond, Nvidia's Big Week, Apple-China Saga 05/20/24

podcasts@cnbc.com (CNBC) — Mon, 20 May 2024 14:34:16 +0000

Carl Quintanilla and Jim Cramer explored what's ahead for the markets after a week which saw theDow close above 40,000 for the first time ever. Jim spoke about what a "virtuous cycle" means for investors.

The anchors also discussed Nvidia ahead of its much-anticipated earnings report due out this week, as well as the firms raising their price targets on the stock. Also in focus: Apple reportedly slashing iPhone prices in China,

Tesla's video message to investors urging them to support Elon Musk's pay package, another big week of retail earnings, JPMorgan Chase's investor day, record run for gold and copper, oil prices and the death of Iran's president.

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Cramer's Morning Take: DuPont 5/17/24

podcasts@cnbc.com (CNBC) — Fri, 17 May 2024 15:33:44 +0000

Jim Cramer explains why he wants this chemical stock holding to come down more. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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China’s Housing Hail Mary, Reddit/OpenAI Deal, Gaming Woes 5/17/24

podcasts@cnbc.com (CNBC) — Fri, 17 May 2024 14:39:18 +0000

Carl Quintanilla and Jim Cramer started the show by breaking down another positive week for stocks. The Dow was on pace for its 5th straight week of gains, a day after it hit that 40k milestone for the first time ever. CNBC’s Beijing Bureau Chief, Eunice Yoon also joined the program, to discuss China pledging $42 billion in a slew of measures to support the country’s struggling property sector. After the opening bells, the desk hit Reddit shares rallying, after striking a deal with OpenAI allowing the use of its data for training AI models. Also in the mix: Take-Two slashed its bookings forecast, and announced that its new Grand Theft auto game would be released in Fall 2025.

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Squawk on the Street 05/16/24

podcasts@cnbc.com (CNBC) — Thu, 16 May 2024 16:17:32 +0000

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Cramer's Morning Take: Alphabet 5/15/24

podcasts@cnbc.com (CNBC) — Wed, 15 May 2024 16:33:33 +0000

Cramer says this mega-cap stock still faces ‘existential’ threat from AI. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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S&P Record High, Easing Inflation, Meme Stocks Cool Off 5/15/24

podcasts@cnbc.com (CNBC) — Wed, 15 May 2024 15:01:05 +0000

Carl Quintanilla, Jim Cramer and David Faber began the hour by dissecting this morning's CPI print. which increased 0.3% from March. That was slightly below the Dow Jones estimate for 0.4%. The easing inflation data gave stocks a boost, with both the S&P and Nasdaq both touching record highs. On the other hand, the meme stocks moved lower in today's session, cooling off from their red hot starts to the week. Also in the mix: In an interview with Sky News, JPMorgan CEO Jamie Dimon urged the U.S. to reduce its fiscal deficit sooner rather than later, warning the issue will likely become “far more uncomfortable” if it continues to be overlooked.

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Cramer's Morning Take: GameStop 5/14/24

podcasts@cnbc.com (CNBC) — Tue, 14 May 2024 15:15:45 +0000

Jim Cramer says this surging meme stock has no ‘game plan’. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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PPI Runs Hot, OpenAI Reveals New AI Model, Meme Craze Continues 05/14/24

podcasts@cnbc.com (CNBC) — Tue, 14 May 2024 14:30:31 +0000

Carl Quintanilla, Jim Cramer and David Faber started the show by discussing this morning’s inflation data. The producer price index, a measure of what producers receive for the goods they produce, increased 0.5% in April and was up 2.2% on a 12-month basis, the biggest gain in a year. The anchors then shifted to the ongoing meme craze, as shares of GameStop and AMC surged again. Because of Monday’s massive rally, short-selling hedge funds suffered a mark-to-market loss of $838 million in GameStop. Before the opening bell, the desk also reacted to OpenAI’s latest flagship product GPT-4o, which the company says “can reason across text, audio, and video in real time.”

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Cramer's Morning Take: Nvidia 5/13/24

podcasts@cnbc.com (CNBC) — Mon, 13 May 2024 15:54:39 +0000

Jim and Jeff discuss the share moves for this semiconductor stock. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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S&P Record Watch, AI Arms Race, Roaring Kitty Claws Back 5/13/24

podcasts@cnbc.com (CNBC) — Mon, 13 May 2024 14:48:05 +0000

Carl Quintanilla, Jim Cramer and David Faber began the hour by breaking down this ongoing market rally, with the Dow aiming for its 9th straight day of gains. The desk also reacted to news that Softbank Group’s Arm Holdings is reportedly planning on launching AI chips in 2025. Staying with the semis, Cramer highlighted Micron for his “Mad Dash” saying he believes the stock will continue to climb; Micron is up 100% over the last full-year of trading. Also in the mix: GameStop shares surged after trader ‘Roaring Kitty’ posted online for the first time in roughly three years.

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Cramer's Morning Take: P&G 5/10/24

podcasts@cnbc.com (CNBC) — Fri, 10 May 2024 16:33:47 +0000

Jim and Jeff discuss the strength in this consumer staple stock. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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Market Momentum, Apple's Apology, EV Watch 5/10/24

podcasts@cnbc.com (CNBC) — Fri, 10 May 2024 14:27:01 +0000

Carl Quintanilla, Jim Cramer and David Faber explored what to make of the markets' upward momentum: The Dow aiming for an eight-session win streak and the S&P 500 trading at five-week highs. The anchors highlighted some high-flying stocks worthy of your attention. They also reacted to Apple apologizing for its controversial new iPad ad. On the EV front: China's Zeekr priced its IPO at the top of the range ahead of its NYSE debut, while new data show Tesla losing Chinese market share. Also in focus: President Biden and China tariffs, Warner Bros. Discovery and the battle over NBA rights.

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Squawk on the Street+ Goldman Sachs President & COO John Waldron 5/9/24

podcasts@cnbc.com (CNBC) — Thu, 9 May 2024 16:17:09 +0000

CNBC's Carl Quintanilla spoke with John Waldron, Goldman Sachs president and COO, at the Goldman Sachs Professional Investment Forum to discuss IPO markets, government spending, competition with China, and more. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Cramer's Morning Take: Costco 5/9/24

podcasts@cnbc.com (CNBC) — Thu, 9 May 2024 15:28:00 +0000

Cramer calls this grocery stock ‘consistent’ after its monthly sales report. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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Arm Holdings Slides, Warner Bros. Discovery Misses, Airbnb CEO Talks Earnings and "Icons" 05/09/24

podcasts@cnbc.com (CNBC) — Thu, 9 May 2024 14:46:35 +0000

Carl Quintanilla, Jim Cramer and David Faber led off the show with one of the beneficiaries of the AI boom:Chip designer Arm Holdings down sharply as lower-than-expected revenue guidance overshadowed a Q4 beat.

What’s next for the AI trade? Warner Bros. Discovery posted a quarterly miss.The company's streaming bundle partnership with Disney also in the spotlight. Airbnb CEO Brian Chesky joined the programto discuss the company's

earnings beat, guidance that weighed on the stock and launch of its "Icons" experiences. Also in focus: Affirm among the earnings bright spots, more monthly sales gains for Costco, Apple's controversial new iPad ad, Norfolk Southern CEO vs. activists.

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Cramer's Morning Take: 'Cracks' in the Market 5/8/24

podcasts@cnbc.com (CNBC) — Wed, 8 May 2024 17:40:29 +0000

Cramer says more and more cracks are beginning to emerge in the stock market. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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Tesla in the Crosshairs, Shopify Pres. Reacts to Tumbling Stock, Reddit Jumps, Uber Falls 05/08/24

podcasts@cnbc.com (CNBC) — Wed, 8 May 2024 14:49:16 +0000

Carl Quintanilla, Jim Cramer and David Faber discussed a report that sent Tesla shares lower: According to Reuters'sources, U.S. prosecutors are examining whether the EV maker committed securities or wire fraud in their Autopilot probe.

Shopify President Harley Finkelstein joined the program to talk about the company's Q1 earnings beat -- and the stock tumbling on guidance. The anchors also reacted to Reddit shares rising and Uber shares down sharply following the

release of the companies’ respective quarterly results. Also in focus: Microsoft's $3.3 billion AI investment, Disney the morningafter its stock fell 9.5% post-earnings.

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Disney Shares Slump Despite Earnings Beat, Musk on AI, Markets' Win Streak 05/07/24

podcasts@cnbc.com (CNBC) — Tue, 7 May 2024 15:06:38 +0000

Carl Quintanilla, Jim Cramer and David Faber led off the show with shares of Disney sharply lower: A slight Q2revenue miss overshadowed an earnings beat and a surprise profit for Disney+ and Hulu.

Jim explained why he believesthe selling of Disney shares was an overreaction. The anchors also reacted to Elon Musk's latest warning on AI in remarks delivered Monday night at the Milken Institute

Global Conference in Los Angeles. Also in focus: Major indices aim to extend their daily win streaks, EVs in the spotlight as Tesla China sales fell in April, Apple's virtual iPad event and the road ahead for

mega-tech stocks, earnings winners and losers.

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Squawk on the Street+ Goldman Sachs Chairman & CEO David Solomon 5/6/24

podcasts@cnbc.com (CNBC) — Mon, 6 May 2024 20:30:40 +0000

Goldman Sachs CEO David Solomon discusses the company’s AI strategy, M&A, and company outlook. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Cramer's Morning Take: Starbucks 5/6/24

podcasts@cnbc.com (CNBC) — Mon, 6 May 2024 15:52:22 +0000

Jim and Jeff break down turnaround trouble at this struggling coffee stock. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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Buffett on Apple and AI, Apollo Global CEO at Milken, Disney Earnings Watch 5/6/24

podcasts@cnbc.com (CNBC) — Mon, 6 May 2024 14:36:07 +0000

Carl Quintanilla, Jim Cramer and David Faber led off the show with a look at Warren Buffett and Apple after the tech giant's Friday surge. The anchors reacted to comments Buffett made at Berkshire Hathaway's annual shareholder meeting on Saturday -- everything from his company trimming its stake in the iPhone maker to the "Oracle of Omaha" expressing fears about AI. At the Milken Institute's Global Conference in Los Angeles, David sat down with Apollo Global CEO Marc Rowan to discuss Paramount, private markets and campus protests. Also in focus: The stocks extending Friday's market rally, what to expect from Disney's earnings due out Tuesday morning, Howard Schultz's response to Starbucks' big Q2 miss.

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Cramer's Morning Take: Apple 5/3/24

podcasts@cnbc.com (CNBC) — Fri, 3 May 2024 16:11:12 +0000

Jim and Jeff discuss their price target raise of this mega cap tech stock. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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April Jobs Report and Apple Combine to Spark Market Rally 5/3/24

podcasts@cnbc.com (CNBC) — Fri, 3 May 2024 14:33:45 +0000

Carl Quintanilla, Jim Cramer and David Faber covered all of the bases on Friday's stock market rally.The two main catalysts: The April employment report shows the economy created fewer jobs than expected,fueling investor hopes for a Fed rate cut.

Apple shares surged as the company's Q2 earnings beat, guidance and record $110 billion share buyback program overshadowed a decline in revenue and iPhone sales. What does it all mean for big tech?

Also in focus: A "Faber Report" on the Paramount deal saga, Amgen soars, earnings winners and losers, Cramer reacts to the New York Knicks eliminating the Philadelphia 76ers from the NBA Playoffs.

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Cramer's Morning Take: Linde 5/2/24

podcasts@cnbc.com (CNBC) — Thu, 2 May 2024 15:37:16 +0000

Jim and Jeff break down the opportunities in this industrial stock after earnings. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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Powell Effect on the Markets, What to Expect From Apple’s Earnings, Peloton CEO Steps Down 5/2/24

podcasts@cnbc.com (CNBC) — Thu, 2 May 2024 14:49:32 +0000

Carl Quintanilla, Jim Cramer and David Faber led off the show with markets digesting Wednesday's post-Fed decision comments by Chair Jerome Powell.

He said it is unlikely that the Fed's next move would be a rate hike. The anchors also discussed what to expect from Apple's quarterly results due out

after Thursday's close of trading. Jim outlined what he sees ahead for the stock. Also in focus: Carvanasoars, Qualcomm jumps, DoorDash tumbles, Peloton CEO Barry McCarthy

steps down and the company cuts jobs, Tesla developments, Ford April auto sales, revisiting Wednesday's Starbucks stock plunge and exclusive interview with CEO Laxman Narasimhan.

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Cramer's Morning Take: Fed Preview 5/1/24

podcasts@cnbc.com (CNBC) — Wed, 1 May 2024 15:10:31 +0000

Jim and Jeff look ahead to the Federal Reserve’s rate policy decision. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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Exclusive: Starbucks CEO on Quarterly Miss, Amazon and the Earnings Parade, Market Playbook for May 05/01/24

podcasts@cnbc.com (CNBC) — Wed, 1 May 2024 14:42:49 +0000

On the first trading day of May, Carl Quintanilla, Jim Cramer and David Faber explored what's ahead for stocksafter the markets++ ended a tough April with a sell-off.

The anchors also looked toward Wednesday's Fed decision on rates and Chair Jerome Powell's news conference. Starbucks CEO Laxman Narasimhan joined the program

exclusively to discuss his company'sweaker-than-expected quarterly results and guidance that caused its stock to plunge. Jim challenged the CEO on a number of fronts, including

why investors should own Starbucks shares.More earnings in focus: Amazon gets a lift from AI, Pfizer rises, Pinterest soars -- but a rough day for the likes of CVS, AMD and Super Micro.

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Cramer's Morning Take: Eli Lilly 4/30/24

podcasts@cnbc.com (CNBC) — Tue, 30 Apr 2024 14:52:30 +0000

Jim and Jeff discuss Eli Lilly after the company beat on quarterly profit and hiked its full-year guidance on strong sales of Mounjaro and Zepbound. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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Stocks' Labor Pains, McDonald's Misses, Lilly's Weight-Loss Gains, Tesla Layoffs Talk 4/30/24

podcasts@cnbc.com (CNBC) — Tue, 30 Apr 2024 14:52:11 +0000

On the final trading day of April, Carl Quintanilla, Jim Cramer and David Faber discussed rate fears weighing on stocks: The Q1 Employment Cost Index came in higher than expected -- ahead of the Fed's two-day policy meeting, which ends Wednesday. The anchors reacted to McDonald's Q1 earnings miss, which was due in part to customers tightening their belts amid price hikes. The earnings barrage included Eli Lilly posting a Q1 beat and raising guidance thanks to demand for its obesity drugs -- and blue chips Coca-Cola and 3M toppingestimates.Also in focus: Reports of more layoffs at Tesla, Walmart closes health clinics, Paramount's uncertain future, Faber Report on the battle for NBA television rights.

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Cramer's Morning Take: Apple 4/29/24

podcasts@cnbc.com (CNBC) — Mon, 29 Apr 2024 15:18:40 +0000

Jim and Jeff discuss Bernstein's upgrade of Apple. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest

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Musk’s Surprise Visit to China, Paramount Deal Talks, Busiest Week of Earnings 4/29/24

podcasts@cnbc.com (CNBC) — Mon, 29 Apr 2024 14:47:57 +0000

Carl Quintanilla, Jim Cramer and David Faber began the hour by discussing Elon Musk’s surprise visit to China. Tesla shares surged after local Chinese authorities removed restrictions on its cars, after they passed the country’s data security requirements. The anchors then shifted to the broader markets, as the S&P and Nasdaq both posted their best weeks of 2024. The desk also looked ahead to busiest week of earnings, with nearly 1/3 of all S&P 500 companies set to report results. Later in the hour, David had a Faber Report surrounding Paramount, saying Skydance has made its final offer for the media company.

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Cramer's Morning Take: Microsoft & Alphabet 4/26/24

podcasts@cnbc.com (CNBC) — Fri, 26 Apr 2024 15:18:35 +0000

Jim and Jeff discuss Microsoft and Alphabet and their big bets on AI. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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Inflation Watch Day 2, Alphabet and Microsoft Spark Tech Rally, Exclusive: Micron and Chevron CEOs 4/26/24

podcasts@cnbc.com (CNBC) — Fri, 26 Apr 2024 14:37:36 +0000

One day after rate fears weighed on stocks, Carl Quintanilla, Jim Cramer and David Faber discussed market reaction to the Fed's favorite inflation measure: March Core PCE came in slightly above consensus forecasts on a year-over-year basis. The anchors also engaged in a wide-ranging discussion about Alphabet and Microsoft lifting the tech sector. Both companies posted Q1 beats amid their AI push. A CEO doubleheader: Micron's Sanjay Mehrotra joined the program at Post 9 to discuss being awarded up to $6.1 billion in CHIPS Act grants. Chevron's Mike Wirth offered his take on earnings, oil and natural gas prices and his company's deal to acquire Hess. Also in focus: Snap soars, Intel tumbles.

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Cramer's Morning Take: Meta 4/25/24

podcasts@cnbc.com (CNBC) — Thu, 25 Apr 2024 15:41:12 +0000

Jim and Jeff discuss why the Club trimmed this mega cap stock and its post earnings slide. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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Triple Whammy: GDP, Hotter Inflation Gauge, Meta Spark Market Sell-off 4/25/24

podcasts@cnbc.com (CNBC) — Thu, 25 Apr 2024 14:47:08 +0000

Carl Quintanilla, Jim Cramer and David Faber covered all of the bases regarding Thursday's stock market sell-off, surge in yields and rate fears.

The catalysts: Q1 GDP growth below consensus estimates, the Core PCE Price Index -- a key measure of inflation -- came in hotter than expected,

Meta shares plunged on revenue guidance and plans to increase spending on AI. Also in focus: An earnings barrage including Thursday’s Dow laggards Caterpillar and IBM,

the CEOs of ServiceNow and Southwest Airlines joined the program to discuss their companies' quarterly results and outlook.

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Tesla Surges, Boeing CEO Exclusive, Earnings Deluge: Winners and Losers 4/24/24

podcasts@cnbc.com (CNBC) — Wed, 24 Apr 2024 14:36:09 +0000

Carl Quintanilla, Jim Cramer and David Faber reacted to shares of Tesla surging just days after falling to a 52-week low. The EV maker’s plans to produce "more affordable" vehicles overshadowed weaker-than-expected Q1 results. What should you do with the stock? In an exclusive interview, Boeing CEO Dave Calhoun discussed the company's narrower Q1 loss, its strategy for improving quality control and the search for his successor. Also in focus: Market reaction to a slew of earnings reports from the likes of AT&T and Visa, Meta and a potential TikTok ban, pain in the luxury space, why one particular stock is up more than 600% from year-ago levels.

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Cramer's Morning Take: Danaher 4/23/24

podcasts@cnbc.com (CNBC) — Tue, 23 Apr 2024 15:26:56 +0000

Jim and Jeff discuss the comeback of this health-care stock. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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Earnings Movers, Bracing for Tesla's Q1 Results, Apple's iPhone Challenges in China. 4/23/24

podcasts@cnbc.com (CNBC) — Tue, 23 Apr 2024 14:40:30 +0000

After Monday's rebound rally in stocks, Carl Quintanilla, Jim Cramer and David Faber discussed market reaction to a slew of earnings reports:

General Motors and GE Aerospace among the biggest gainers. The anchors also explored what to expect from Tesla's much-anticipated quarterly results due out

after Tuesday's close of trading -- with the stock down more than 40% so far this year. Also in focus: New data show Apple iPhone sales in China down 19% in Q1,

Spotify surges, Warner Bros. Discovery downgraded, the FTC sues to block the $8.5 billion merger between Coach parent Tapestry and Capri Holdings -- home

to brands including Michael Kors.

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Cramer's Morning Take: Super Micro Computer 4/22/24

podcasts@cnbc.com (CNBC) — Mon, 22 Apr 2024 15:34:40 +0000

Jim and Jeff discuss market moves for semiconductor stocks. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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Markets After Tech's Rough Week, Big Earnings Calendar, Tesla Price Cuts 4/22/24

podcasts@cnbc.com (CNBC) — Mon, 22 Apr 2024 14:39:59 +0000

Carl Quintanilla, Jim Cramer and David Faber discussed stocks trying to rebound after six straight days of losses for both the S&P 500 and Nasdaq. The "Magnificent 7" lost nearly $1 trillion in market cap last week. Cramer explained why investors should pay close attention to moves in the bond market. Also in focus: Big tech on this week's busy earnings calendar, Tesla car price cuts put further pressure on the stock, Verizon earnings, the House-passed bill that could ban TikTok in the U.S., no Salesforce-Informatica deal, Paramount M&A update, Ken Griffin's Citadel reportedly blasts Trump Media's CEO as a "loser."

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Cramer's Morning Take: P&G 4/19/24

podcasts@cnbc.com (CNBC) — Fri, 19 Apr 2024 15:32:13 +0000

Jim and Jeff give an earnings analysis on this consumer staple stock. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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Markets and the Israel-Iran Conflict, Netflix Slumps, New Woes for Tesla 4/19/24

podcasts@cnbc.com (CNBC) — Fri, 19 Apr 2024 14:47:34 +0000

Carl Quintanilla and Jim Cramer discussed what to make of the markets trying to shrug off Israel's early Friday retaliatory strike against Iran -- with the S&P 500 and Nasdaq in the midst of five-session losing streaks. The anchors also reacted to Netflix shares down sharply, as soft Q2 revenue guidance overshadowed a Q1 beat and 9.3 million additional subscribers. Tesla to recall nearly 3,900 Cybertrucks -- as the stock tries to stave off a sixth consecutive day of losses. Also in focus; Earnings from Procter & Gamble and American Express, Paramount surges on buyout bid reports, the latest challenges for Apple in China, Meta CEO Mark Zuckerberg on AI investment, why Trump Media shares continue to rebound.

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New 52-Week Lows for Tesla, Cramer's Market Slump Message, Countdown to Netflix Earnings. 4/18/24

podcasts@cnbc.com (CNBC) — Thu, 18 Apr 2024 15:01:40 +0000

Carl Quintanilla, Jim Cramer and David Faber discussed Tesla falling to a new 52-week low after Deutsche Bank downgraded the EV maker to "Hold" from "Buy."

How low can shares go? Hear Cramer elaborate on his message about certain stocks: "We are in a serious correction and no one wants to admit it." Also in focus: 4-day losing

streaks for the S&P 500 and Nasdaq, what to expect from Netflix's quarterly results after Thursday's close of trading, chip sector movers and AI, earnings winners and losers,

the companies scaling back “work from home” arrangements.

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Cramer's Morning Take: Abbott Labs 4/17/24

podcasts@cnbc.com (CNBC) — Wed, 17 Apr 2024 17:43:17 +0000

Jim and Jeff discuss why this healthcare holding is being mismarked by the market. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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Powell's Rate Message and the Markets, United Soars, "Mag 7" CEOs in the Spotlight 4/17/24

podcasts@cnbc.com (CNBC) — Wed, 17 Apr 2024 14:53:30 +0000

With the S&P 500 and Nasdaq in the midst of 3 day-losing streaks, Carl Quintanilla, Jim Cramer and David Faber discussed the markets digesting Tuesday's comments from Fed Chair Powell,

who suggested interest rates could remain higher for a longer period. The anchors also reactedto United Airlines shares surging after the company posted quarterly results. CEOs of

"Magnificent 7" companiesin the news: Apple's Tim Cook in Indonesia considering manufacturing in that country, Tesla urges shareholders to ratify Elon Musk's 2018 pay package, Nvidia's Jensen Huang

makes the "Time 100" list. Also in focus: President Biden calls for higher tariffs on Chinese steel, the stock dragging the chip sector lower, lap of luxury, Boeing's woes and the whistleblower, Paramount deal update.

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Markets' Wild Ride, Earnings Parade, Exclusive with ECB President Lagarde 4/16/24

podcasts@cnbc.com (CNBC) — Tue, 16 Apr 2024 14:09:51 +0000

With geopolitics and the Fed's rate cut timetable in the spotlight, Carl Quintanilla, David Faber and Mike Santoli explored what to make of the recent market volatility:

The Dow trying to snap a six-session losing streak and the Nasdaq coming off its worst day in two months. The anchors also discussed market reaction to earnings from

the likes of UnitedHealth, Bank of America, Morgan Stanley and Johnson & Johnson. Sara Eisen sat down exclusively with ECB President Christine Lagarde to discuss inflation,

interest rates and where the central bank diverges from the Fed on monetary policy. The NCAA women's basketball champion South Carolina Gamecocks rang the NYSE opening bell.

Head Coach Dawn Staley and center Kamilla Cardoso -- the third overall pick in the 2024 WNBA Draft -- joined Carl, David and Mike at Post 9.

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Iran-Israel Tensions and a Relief Rally, Goldman's Big Beat, Tesla and Apple Under Pressure 4/15/24

podcasts@cnbc.com (CNBC) — Mon, 15 Apr 2024 14:57:47 +0000

After Friday's sell-off, Carl Quintanilla, David Faber and Sara Eisen discussed what to expect from a busy new week of trading. Stocks rebounded and crude oil prices pulled back from a weekend spike after Iran's Saturday drone and missile attack against Israel -- with markets hoping there will be no escalation of the conflict between the two countries. A former ambassador joined the program with his take on Middle East tensions. Also in focus: A blowout quarter for Goldman Sachs, Tesla falls after reports of job cuts, Apple shares pull back on data showing iPhone shipments down almost 10% in Q1, DJT shares slide as former President Trump's criminal trial gets underway in New York.

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Exclusive with BlackRock CEO Larry Fink, Big Bank Earnings, "Red" Chips 4/12/24

podcasts@cnbc.com (CNBC) — Fri, 12 Apr 2024 15:09:42 +0000

David Faber, Sara Eisen and Mike Santoli spoke exclusively with BlackRock Chairman & CEO Larry Fink at Post 9. The head of the world's largest asset management firm discussed various issues including inflation, Fed rate cuts, AI, China and his company's earnings. The anchors also explored another volatile day for markets, with stocks falling amid worries about the Fed's rate cut timeline -- and despite better-than-expected Q1 results from JPMorgan Chase, Citi and Wells Fargo. Also in focus: Shares of Intel and AMD under pressure on a report regarding China, Nasdaq's record closing high, Amazon and Alphabet $2 trillion valuation watch.

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Cramer's Morning Take: Constellation Brands 4/11/24

podcasts@cnbc.com (CNBC) — Thu, 11 Apr 2024 15:43:32 +0000

Jim and Jeff say this surging beer stock still looks cheap on a cash-flow basis. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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Inflation Day 2 After the Sell-off, Amazon CEO Jassy's Message, "Cities of Success" 4/11/24

podcasts@cnbc.com (CNBC) — Thu, 11 Apr 2024 14:45:03 +0000

One day after a hotter-than-expected consumer inflation report sparked a sell-off on Wall Street, Jim Cramer and David Faber discussed market reaction to the March Producer Price Index. The wholesale inflation gauge came in a bit tamer than economists’ forecasts. The anchors reacted to what Amazon CEO Andy Jassy told CNBC about the consumer, regulation and his annual letter to shareholders. In Colorado, Carl Quintanilla provided a sneak peek into "Cities of Success: Denver and Boulder," which premieres Thursday night at 10pm ET on CNBC. Also in focus: Nvidia bucks the sell-off, Apple as the only FAANG stock in the red this year, gearing up for Friday's bank earnings, "Faber Report" on a potential Paramount deal, DJT slumps again, the CEOs who attended the White House state dinner for Japan's prime minister.

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Cramer's Morning Take: Hot Inflation Report 4/10/24

podcasts@cnbc.com (CNBC) — Wed, 10 Apr 2024 15:27:35 +0000

Jim and Jeff discuss the consumer price index rising 3.5% in March, higher than expectations and marking an acceleration for inflation. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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Stocks Tumble on Inflation Surprise: What Investors Should Do Now 4/10/24

podcasts@cnbc.com (CNBC) — Wed, 10 Apr 2024 14:45:18 +0000

Jim Cramer and David Faber explored market reaction to the hotter-than-expected March inflation data, which sent yields higher and stocks tumbling. The Consumer Price Index revived worries that the Fed could hold off on a June interest rate cut. Cramer discussed how investors should navigate this market and why he believes the Fed is "in a box." Also in focus: Nvidia in correction territory, divergence in big tech, Delta among thebright spots after an earnings beat, Jack Ma's message to Alibaba employees, Apple ramps up iPhone production in India.

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Cramer's Morning Take: Alphabet 4/9/24

podcasts@cnbc.com (CNBC) — Tue, 9 Apr 2024 15:53:46 +0000

Jim and Jeff discuss Alphabet on reports suggesting the company is developing its own in-house chips to cut costs associated with AI development. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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Musk's AI Prediction, Cramer's Take on Fed Rate Cuts, Amazon Chasing History 4/9/24

podcasts@cnbc.com (CNBC) — Tue, 9 Apr 2024 14:25:01 +0000

Carl Quintanilla, Jim Cramer and David Faber led off the show by discussing a prediction fromTesla CEO Elon Musk: AI will overtake human intelligence next year. What might this mean for big tech'sAI players? Markets also in the spotlight ahead of Wednesday's key CPI inflation data. Hear why Cramer said "this economy doesn't need" Fed interest rate cuts. Also in focus: Amazon shares aiming for what would be their first record closing high since 2021, Piper Sandler's teen survey, the slump in Trump Media shares, Paramount deal buzz.

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Cramer's Morning Take: Eaton 4/8/24

podcasts@cnbc.com (CNBC) — Mon, 8 Apr 2024 15:39:38 +0000

Jim and Jeff discuss Eaton being downgraded at Wolfe Research. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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Sec. Raimondo on Taiwan Semi CHIPS Act Funding, Sec. Yellen Exclusive in China, Dimon on Rates and AI 4/8/24

podcasts@cnbc.com (CNBC) — Mon, 8 Apr 2024 14:48:46 +0000

Carl Quintanilla, Jim Cramer and David Faber led off the show with news involving a major supplier to Nvidia and Apple. The White House announced CHIPS Act grants of $6.6 billion to Taiwan Semiconductor, for expansion of the chipmaker's Arizona plants. Commerce Secretary Gina Raimondo and the anchors discussed that funding. Sara Eisen's exclusive interview with Treasury Secretary Janet Yellen in China included a focus on tariffs -- with electric vehicles also in the spotlight. Also on the program: Market worries about the Fed possibly scaling back plans for interest rate cuts, Jamie Dimon's message on rates and AI in his annual letter to JPMorgan Chase shareholders, what to make of the banking sector ahead of earnings later this week, why Jim took off his belt.

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After the Sell-off: NEC Director Brainard on Jobs Report, Sec. Yellen in China, J&J's $12.5B Deal 4/5/24

podcasts@cnbc.com (CNBC) — Fri, 5 Apr 2024 14:45:44 +0000

On the heels of Thursday's Fedspeak-fueled stock sell-off, Carl Quintanilla and Jim Cramer explored what investors should make of the better-than-expected March employment data -- and what it could mean for Fed interest rate policy. National Economic Council Director Lael Brainard joined the program with White House reaction to the jobs report. The anchors also reacted to what Treasury Secretary Janet Yellen said in China about that country's treatment of U.S. businesses. Also in focus: Johnson & Johnson to buy medical device maker Shockwave Medical for $12.5 billion in cash, "Mag 7" musings, the oil rally, Bob Iger and Nelson Peltz in their own words -- where did ego fit into the Disney proxy battle?

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Squawk on the Street+ Nelson Peltz on Disney proxy battle 4/4/24

podcasts@cnbc.com (CNBC) — Thu, 4 Apr 2024 17:19:52 +0000

Nelson Peltz, Trian Partners founding partner, joins ‘Squawk on the Street’ to discuss the founding partner’s thoughts on Disney after losing the proxy battle for board seats.

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Disney Wins Boardroom Battle: An Exclusive Interview With CEO Bob Iger 4/4/24

podcasts@cnbc.com (CNBC) — Thu, 4 Apr 2024 14:37:15 +0000

Carl Quintanilla, Jim Cramer and David Faber led off the show with Disney fending off a high-profile attemptby activist investor Nelson Peltz to join the company's board.

In an exclusive, David interviewed Disney CEOBob Iger at the media giant's headquarters. They discussed several topics including the company's future, Peltz,

the stock price, Disney's streaming strategy and succession.Also on the program: Markets bracing for Friday's key jobs data, "Faber Report" on a potential Paramount deal.

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Post-Selloff Markets, Steve Cohen on AI, Pivotal Day for Disney 4/3/24

podcasts@cnbc.com (CNBC) — Wed, 3 Apr 2024 14:44:08 +0000

Amid investor concerns that the Fed could implement fewer rate cuts than expected this year, Carl Quintanilla, Jim Cramer and David Faber explored what to make of the markets' rough start to Q2. The Dow and S&P coming off their worst day in almost a month. The anchors also reacted to what billionaire hedge fund manager Steve Cohen told CNBC about AI and the markets. Also in focus: Disney shareholder meeting day with the company's battle against Nelson Peltz set to reach a conclusion, Intel shares take a hit, a stronger-than-expected ADP jobs report, Silver Lake to take sports and entertainment company Endeavor private.

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Cramer's Morning Take: Energy Stocks 4/2/24

podcasts@cnbc.com (CNBC) — Tue, 2 Apr 2024 15:33:21 +0000

Jim and Jeff discuss why investors should be in Coterra Energy. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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Rate Fears Fuel Market Selloff, Tesla Deliveries Disappoint, CEOs on GE's Final Split 4/2/24

podcasts@cnbc.com (CNBC) — Tue, 2 Apr 2024 14:49:51 +0000

Carl Quintanilla, Jim Cramer and David Faber discussed Tuesday’s stock selloff, sparked by concerns the Fed might not cut interest rates in June. How should you navigate these markets? Tesla among the biggest laggards after Q1 deliveries missed expectations. The end of an era for General Electric: The iconic company completed its final split. GE Aerospace CEO Larry Culp and GE Vernova CEO Scott Strazikjoined the anchors at Post 9 to discuss the road ahead. Also in focus: Disney's boardroom battle ahead of Wednesday's crucial shareholder meeting, Medicare “disadvantage” for health insurance stocks, PVH plummets and drags down retail.

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Cramer's Morning Take: Disney & Google 4/1/24

podcasts@cnbc.com (CNBC) — Mon, 1 Apr 2024 16:46:30 +0000

Jim and Jeff discuss Disney's board battle and why they're trimming Google. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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Q2 Playbook, Disney and Peltz Ramp Up Proxy Fight, Bears Claw At Tesla 4/1/24

podcasts@cnbc.com (CNBC) — Mon, 1 Apr 2024 14:30:40 +0000

Carl Quintanilla, Jim Cramer and David Faber explored how investors could profit in the second quarter after a bullish Q1. Where do the "Magnificent 7" fit into the picture? The anchors also discussed the latest on the Disney-Nelson Peltz proxy fight ahead of the media giant's crucial shareholder meeting on Wednesday. Also in focus: Countdown to Tesla's delivery numbers after a rough Q1 for the stock, AT&T's data leak, Trump Media shares slump -- what you need to know about warrants.

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Cramer's Morning Take: Estee Lauder 3/28/24

podcasts@cnbc.com (CNBC) — Thu, 28 Mar 2024 15:40:23 +0000

Jim and Jeff discuss Estee Lauder shares after a Bank of America upgrade to buy from neutral. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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Bulls Rule in Q1, Home Depot's Largest Deal, SBF Sentencing Day 3/28/24

podcasts@cnbc.com (CNBC) — Thu, 28 Mar 2024 14:27:15 +0000

Heading into the long holiday weekend, Carl Quintanilla and Jim Cramer wrap up what has been a bullish Q1: The S&P 500 poised for its best start to a year since 2019 – and major indices on track for a fifth straight month of gains. Cramer explains why he believes it's time to "let Mag 7 rest." Home Depot to buy SRS Distribution in an $18.25 billion deal, marking HD's largest acquisition ever. Also in focus: Sentencing day for FTX founder Sam Bankman-Fried, Q4 GDP upside surprise,RH surges, Walgreens shares volatile post-earnings, another Apple downgrade, Fed Governor Waller still sees "no rush" to cut rates.

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Markets’ Record Run “Too Far, Too Fast”?, AI Risks and Rules, Apple's Rotten Q1 3/27/24

podcasts@cnbc.com (CNBC) — Wed, 27 Mar 2024 14:56:47 +0000

With the Dow and S&P 500 looking to snap 3-day losing streaks after a record run-up for stocks, Carl Quintanilla and Jim Cramer engaged in a wide-ranging discussion about a question posed in the latest Delivering Alpha survey: Has the market run too far, too fast? Also in focus: Commerce and Treasury Departments' new recommendations on regulating AI, Apple's Q1 stock slump and J.P. Morgan's note on China iPhone sales, China's President Xi meets with U.S. CEOs, meme stocks back in the spotlight as Trump Media surges again and GameStop tumbles, Mark Zuckerberg and Jensen Huang's "jersey swap."

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Cramer's Morning Take: Microsoft & Viking Therapeutics 3/26/24

podcasts@cnbc.com (CNBC) — Tue, 26 Mar 2024 15:40:56 +0000

Jim and Jeff discuss the analyst price target increase for Microsoft. They also talk about the weight loss drug opportunity for Viking Therapeutics. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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BlackRock CEO Fink's Message to Investors, Baltimore Bridge Collapse, Trump Media Shares Soar 3/26/24

podcasts@cnbc.com (CNBC) — Tue, 26 Mar 2024 14:45:14 +0000

Carl Quintanilla and Jim Cramer began the show with Larry Fink's annual letter to investors, in which the BlackRock CEO warns of a crisis when it comes to saving for retirement. The anchors discussed what he told Jim in an interview set to air on "Mad Money" Tuesday night. Also in focus: The Francis Scott Key Bridge collapse in Baltimore, Truth Social parent Trump Media & Technology Group soars after beginning trading under ticker symbol DJT, Reddit continues to rally after its own public debut last week, mega-tech roundup, UPS' growth strategy, should GE CEO Larry Culp be Boeing's next leader?

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Cramer's Morning Take: Nvidia 3/25/24

podcasts@cnbc.com (CNBC) — Mon, 25 Mar 2024 16:16:34 +0000

Jim Cramer and Jeff Marks discuss the positive news around Nvidia. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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Boeing CEO to Step Down, Another EU Big Tech Probe, China vs. US Chips 3/25/24

podcasts@cnbc.com (CNBC) — Mon, 25 Mar 2024 14:26:10 +0000

Carl Quintanilla and Jim Cramer led off the show with reaction to a leadership shakeup at Boeing: Dave Calhoun will step down as CEO at the end of 2024. The anchors also discussed global headwinds for tech: The EU announced it is investigating Apple, Alphabet and Meta under its new digital competition law -- and China has reportedly blocked use of Intel and AMD chips in its government computers. Also in focus: Apple CEO Tim Cook in China, new bullish market calls on Wall Street, Disney vs. Peltz latest, Trump SPAC watch, Salesforce CEO Marc Benioff’s question about the “AI hype cycle,” Jim goes "robotic."

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Cramer's Morning Take: Apple 3/22/24

podcasts@cnbc.com (CNBC) — Fri, 22 Mar 2024 15:26:09 +0000

Jim Cramer and Jeff Marks discuss the DOJ lawsuit against Apple. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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Stocks' Record Run Without Apple, FedEx Surges, Nike and Lulu Slump, Trump SPAC Watch 3/22/24

podcasts@cnbc.com (CNBC) — Fri, 22 Mar 2024 14:35:42 +0000

Jim Cramer and David Faber explored the record run for stocks despite this year's slump in Apple shares --including Thursday's 4% drop on news of the Justice Department-led antitrust lawsuit against the iPhone maker.

Earnings also in the spotlight: FedEx shares surge while Nike and Lululemon take a hit on guidance that disappointedWall Street. Also in focus: Day two for Reddit after shares jumped 48% in its public debut,

the latest news impacting Tesla shares, the Trump SPAC merger vote, Cramer's deep dive into Boeing's stock slide.

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Cramer's Morning Take: Don't Fight the Fed & AI Demand 3/21/24

podcasts@cnbc.com (CNBC) — Thu, 21 Mar 2024 16:07:32 +0000

Jim Cramer and Jeff Marks discuss the Fed and demand for AI-chips driving Micron up. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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Post-Fed Rally, Apple in the Crosshairs, Reddit CEO on IPO, Peltz Backed in Disney Proxy Battle 3/21/24

podcasts@cnbc.com (CNBC) — Thu, 21 Mar 2024 15:12:35 +0000

Jim Cramer and David Faber had a lot to discuss on a busy Thursday: Stocks hit fresh record highs after Wednesday's post-Fed meeting rally. Micron shares soared on AI-fueled guidance and a surprise profit, leading the chip sector higher.New regulatory headwinds for Apple. The anchors and Julia Boorstin spoke with Reddit CEO Steve Huffman about the social media company's IPO and public debut. A prominent proxy-services firm is backing Nelson Peltz in his battle with Disney. Also in focus: David's reporting on Paramount studio sale buzz, former President Trump's potential windfall, Jim's Thursday night "CNBC Leaders" special -- featuring his exclusive interview with Nvidia CEO Jensen Huang.

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Cramer's Morning Take: Nvidia 3/20/24

podcasts@cnbc.com (CNBC) — Wed, 20 Mar 2024 15:48:09 +0000

Jim Cramer and Jeff Marks discuss AI and Nvidia's Blackwell platform. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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Nvidia CEO Exclusive, Intel CEO on Receiving CHIPS Act Funding, Fed Decision Day 3/20/24

podcasts@cnbc.com (CNBC) — Wed, 20 Mar 2024 14:38:37 +0000

Jim Cramer and David Faber led off the show with Nvidia and highlights from Jim's exclusive "Mad Money" interview with CEO Jensen Huang. The CHIPS Act also in the spotlight: Intel CEO Pat Gelsinger appeared one-on-one with Jon Fortt to talk about the billions of dollars in funding the company has been awarded. Jim and David discussed an excerpt from Cramer's interview on the CHIPS Act with Commerce Secretary Gina Raimondo, which is slated to air Wednesday night on "Mad Money." Also in focus: Fed decision day, Apple CEO Tim Cook visits China, Chipotle's 50-for-1 stock split.

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SOTS+ NVIDIA Founder and CEO Jensen Huang 3/19/24

podcasts@cnbc.com (CNBC) — Tue, 19 Mar 2024 16:22:55 +0000

Nvidia CEO Jensen Huang joins CNBC's Jim Cramer to discuss what Nvidia’s doing with its next-generation semiconductors, the theory behind accelerated computing, and more. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Nvidia CEO's AI Message, Musk Defends Ketamine Use, Cleveland-Cliffs CEO on U.S. Steel 3/19/24

podcasts@cnbc.com (CNBC) — Tue, 19 Mar 2024 14:48:51 +0000

Jim Cramer and David Faber engaged in wide-ranging discussions about Nvidia’s unveiling of its new AI chips and "Blackwell" platform -- setting the stage for Jim's exclusive interview with Nvidia CEO Jensen Huang at the company's developers' conference. The anchors reacted to Elon Musk defending his use of the drug ketamine, in comments he made during an interview with former CNN host Don Lemon. David spoke exclusively with Cleveland-Cliffs CEO Lourenco Goncalves about the Nippon Steel-U.S. Steel deal. Also in focus: Unilever plans a spinoff of its ice cream business including Ben & Jerry's, George Lucas backs Bob Iger in Disney’s proxy battle with Nelson Peltz and Trian, Fed meeting day one, Bank of Japan ends negative interest rates.

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AI Boom: Nvidia Countdown, Apple and Google Reportedly in "Gemini" Talks, Cisco CEO on Closing Splunk Deal 3/18/24

podcasts@cnbc.com (CNBC) — Mon, 18 Mar 2024 14:53:18 +0000

Jim Cramer and David Faber discussed all things AI as tech stocks rallied: The countdown to Nvidia CEO Jensen Huang's Monday keynote at his company's GTC event -- ahead of Jim's exclusive interview with Huang on Tuesday. Apple is reportedly in talks to build Google's Gemini AI engine into the iPhone. Cisco CEO Chuck Robbins and former Splunk CEO Gary Steele joined the program at Post 9 after both companies completed their merger deal. Jim highlighted a number of companies that are surging due to the AI wave -- and explained why he believes they are "indispensable." Also in focus: Reddit IPO watch, changes at the top of Hertz.

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Big Tech and the AI Trade, Adobe Tumbles, TikTok Update 3/15/24

podcasts@cnbc.com (CNBC) — Fri, 15 Mar 2024 14:44:38 +0000

With the markets about to wrap up the week, David Faber, Sara Eisen and Mike Santoli explored the haves and have-nots when it comes to tech players and AI: Nvidia's latest moves, Microsoft's record run and Adobe shares take a big hit despite a Q1 beat. David delivered a "Faber Report" doubleheader: The latest on a potential TikTok ban and the Nippon Steel-U.S. Steel deal. Two of Sara's interviews also in the spotlight: Palantir CEO Alex Karp blasts short sellers, plus Citadel CEO Ken Griffinon climate regulation and what's at stake for investors.

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Hot PPI, Retail Sales Miss, Mnuchin Talks Buying TikTok, Tesla Valuation Slides Below JPM 3/14/24

podcasts@cnbc.com (CNBC) — Thu, 14 Mar 2024 14:47:56 +0000

Carl Quintanilla, David Faber and Mike Santoli led off the show with market reaction to key February data ahead of next week’s Fed meeting: The Producer Price Index showed hotter-than-expected wholesale inflation, while retail sales missed economists' forecasts. The anchors also reacted to what former Treasury Secretary Steven Mnuchin told CNBC: He plans to form an investor group to buy TikTok. How low can Tesla go? This year's worst performer on the S&P 500 slipped below JPMorgan Chase in terms of market cap. Also in focus: Kevin Plank returns to Under Armour as CEO, retail earnings roundup, BofA lifts its price target on Nvidia, remembering former Time Warner CEO Gerald Levin.

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Market Momentum, House TikTok Vote, Dimon Backs Iger, Downgrade Call: "Sell" Tesla 3/13/24

podcasts@cnbc.com (CNBC) — Wed, 13 Mar 2024 14:26:27 +0000

With the S&P 500 coming off a new all-time closing high, Carl Quintanilla, David Faber and Mike Santoli discussed the momentum fueling the markets' record run. How concerned should investors be about unwind risk? The anchors also explored the potential ramifications of Wednesday's House of Representatives vote on legislation that could ban TikTok in the U.S. David reports that Jamie Dimon is backing Bob Iger in Disney's proxy battle against Nelson Peltz's Trian Partners. Also in focus: Wells Fargo downgrades Tesla to "Underweight" -- the equivalent of a "Sell" rating, Citadel’s Ken Griffin on Nvidia, bitcoin's fresh record high, the Eli Lilly-Amazon connection.

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Inflation Situation and Markets, Oracle Surges on AI, Southwest's Boeing Challenge 3/12/24

podcasts@cnbc.com (CNBC) — Tue, 12 Mar 2024 14:48:09 +0000

Ahead of next week's Fed meeting, Carl Quintanilla, David Faber and Mike Santoli explored market reaction to key inflation data: The February Consumer Price Index. AI news in the spotlight: Oracle shares soared after the company posted an earnings beat -- and BofA raised its S&P 500 profit forecast for 2024. Also in focus: JPMorgan Chase CEO Jamie Dimon’s latest recession message, Southwest shares take a hit on Boeing-related woes, 3M selects a new CEO, Paramount deal speculation, the Co-CEOs of athletic footwear and apparel maker On Holding at Post 9 on quarterly results that sent the stock tumbling.

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Nvidia Extends Friday Slump, Fmr. Pres. Trump on TikTok Ban and Facebook, Bitcoin Hits $72K 3/11/24

podcasts@cnbc.com (CNBC) — Mon, 11 Mar 2024 14:43:14 +0000

Carl Quintanilla, David Faber and Mike Santoli kicked off a new week with a look at Nvidia's impact on the markets. The stock extended its decline from Friday's wild reversal that sent the chip sector below its 52-week high. What would a momentum unwind look like? A chips analyst joined the show to explain why he raised his price target on Nvidia from $900 to $1,200. The anchors reacted to what former President Donald Trump told CNBC about a potential TikTok ban -- as well as Facebook being an “enemy of the people." Also in focus: Bitcoin's fresh record high above $72,000,Reddit's IPO terms and roadshow, 15 years since the "Haines Bottom."

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Cramer's Morning Take: U.S. Jobs 3/8/24

podcasts@cnbc.com (CNBC) — Fri, 8 Mar 2024 18:41:11 +0000

Jim and Jeff react to the February jobs reports and discuss AI revenue for this semiconductor stock. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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Stocks Hit Record Highs on Jobs Report, Nvidia and the "Green" Chips, Apple's Unlucky Seven. 3/8/24

podcasts@cnbc.com (CNBC) — Fri, 8 Mar 2024 15:52:22 +0000

Carl Quintanilla, Jim Cramer and David Faber discussed the S&P 500 and Nasdaq rising to fresh all-time highs following the release of the government's February employment report. What does it all mean for the Fed? The anchors explored the big moves in tech: Nvidia leading the chip sector's record run and narrowing the valuation gap with Apple -- which entered Friday's trading session with a seven-day losing streak. Also in focus: A bullish call on GE, Lilly's obesity drug rally takes a detour, a tale of two retailers, Broadcom vs. Marvell, TikTok ban talk, "State of the Union" speech reaction.

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Cramer's Morning Take: New York Community Bank & Powell Testimony 3/7/24

podcasts@cnbc.com (CNBC) — Thu, 7 Mar 2024 17:47:21 +0000

Jim Cramer and Jeff Marks discuss comments from Fed Chair Jerome Powell, shares of New York Community and other stocks making moves today. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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Exclusive: Fmr. Treasury Secretary Mnuchin on NYCB Investment 3/7/24

podcasts@cnbc.com (CNBC) — Thu, 7 Mar 2024 15:43:14 +0000

David Faber, Jim Cramer and Carl Quintanilla spoke exclusively with former Treasury Secretary Steven Mnuchin. Embattled lender New York Community Bancorp secured a $1 billion cash injection from a consortium led by Mnuchin's firm Liberty Strategic Partners. He stated his case for investing in NYCB. Also in focus: Novo Nordisk surges to a record high on obesity pill trial results, day two for Fed Chair Powell on Capitol Hill, retail earnings winners, Exxon vs. the Chevron-Hess deal, can Apple shares snap a six-session losing streak?

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Powell Watch, Rotten Apple, OpenAI Fires Back at Elon Musk 3/6/24

podcasts@cnbc.com (CNBC) — Wed, 6 Mar 2024 15:38:05 +0000

With stocks coming off their worst session in three weeks, Carl Quintanilla, Jim Cramer and David Faber set the stage for day one of Fed Chair Jerome Powell's congressional testimony on monetary policy. The anchors also discussed Apple shares extending losses after their worst two-day decline since September, while Tesla's stock slump continued on news of a price target cut from Morgan Stanley’s Adam Jonas. Also in focus: OpenAI strikes back at Elon Musk after his lawsuit against the startup, Microsoft engineer's AI warning, CrowdStrike soars, Disney's streaming strategy.

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Cramer's Morning Take: Nvidia & Morgan Stanley 3/5/24

podcasts@cnbc.com (CNBC) — Tue, 5 Mar 2024 16:40:39 +0000

Jim and Jeff discuss why they decided to trim Morgan Stanley. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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Apple Extends Stock Slump, Target Surges, Brin: Google "Definitely Messed Up" 3/5/24

podcasts@cnbc.com (CNBC) — Tue, 5 Mar 2024 15:18:53 +0000

Carl Quintanilla, Jim Cramer and David Faber kicked off the show with Apple shares under pressure again.A report states iPhone sales in China plunged 24% in the first six weeks of 2024 compared with the year-ago period. Apple shares are now down double-digits this year. How low can the stock go? Also in focus: Target surges on a holiday quarter beat and sales guidance, Google co-founder Sergey Brinon AI and how the company "definitely messed up" its Gemini image generation launch, Nelson Peltz and Trian's "White Paper" on Disney, Tesla halts production at its German Gigafactory, Jeff Bezos overtakes Elon Musk as the world's richest person.

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Riding the AI-Fueled Rally, EU Hits Apple With $2B Fine, Bitcoin Surpasses $65K 3/4/24

podcasts@cnbc.com (CNBC) — Mon, 4 Mar 2024 15:56:48 +0000

Carl Quintanilla, Jim Cramer and David Faber led off the show by exploring the AI-fueled rally that propelled the S&P 500 and Nasdaq to fresh record highs on Friday. How do you value stocks such as Nvidia and other AI players? Super Micro continued its white-hot surge after being selected to join the S&P 500. The company surpassed three Dow components on a valuation basis. Also in focus: The EU fines Apple nearly $2 billion, bitcoin tops $65,000 for the first time since 2021, Tesla's China challenge, two firms boost their takeover bid for Macy's, Equinox's obesity drug protocol.

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Cramer's Morning Take: Tech & Chip Stocks 3/1/24

podcasts@cnbc.com (CNBC) — Fri, 1 Mar 2024 17:26:37 +0000

CNBC’s Jim Cramer and the Investing Club’s Director of Portfolio Analysis Jeff Marks discuss Friday’s market action and the activity around tech and chip holdings. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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Bulls Charge Into March, Dell Soars, Elon Musk Sues OpenAI and Sam Altman 3/1/24

podcasts@cnbc.com (CNBC) — Fri, 1 Mar 2024 15:33:49 +0000

Jim Cramer and David Faber explored how investors can profit in March, after the S&P 500 and Nasdaq finished February at record closing highs. Dell shares soared on earnings fueled by the AI boom. The anchors also discussed Elon Musk's lawsuit against OpenAI and its CEO Sam Altman, plus a flashback to what Musk told David several months ago about the maker of ChatGPT. Also in focus: Why New York Community Bancorp is tumbling again, billionaire investor Ray Dalio's take on the "Magnificent 7," earnings movers and crypto trading action in Solana since the FTX bankruptcy.

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Cramer's Morning Take: PCE Inflation & Salesforce 2/29/24

podcasts@cnbc.com (CNBC) — Thu, 29 Feb 2024 17:37:01 +0000

CNBC’s Jim Cramer and the Investing Club’s Director of Portfolio Analysis Jeff Marks break down earnings from Salesforce and Thursday’s batch of economic indicators. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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Snowflake Melts and Changes CEOs, Salesforce Beats, Fed's Preferred Inflation Gauge 2/29/24

podcasts@cnbc.com (CNBC) — Thu, 29 Feb 2024 15:42:45 +0000

Jim Cramer and David Faber discussed a pair of tech players: Shares of Snowflake tumbled more than 20% on a weaker sales outlook along with news that Frank Slootman has retired as CEO. Salesforce posted a quarterly beat and issued light guidance. How should investors view both stocks now? The anchors also explored market reaction to the Fed's preferred inflation measure - Core PCE. Also in focus: Phil LeBeau in Chile on China's auto revolution, earnings winners, Apple CEO Tim Cook on AI, certain names outside of the "Magnificent 7" worthy of your attention.

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Cramer's Morning Take: TJX Companies 2/28/24

podcasts@cnbc.com (CNBC) — Wed, 28 Feb 2024 17:04:43 +0000

CNBC’s Jim Cramer and Investing Club’s Jeff Marks break down Wednesday’s market moves and TJX earnings. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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Apple Said to End Electric Car Project Amid 2024 Stock Pullback, DOJ vs. UnitedHealth, Bitcoin $60K 2/28/24

podcasts@cnbc.com (CNBC) — Wed, 28 Feb 2024 15:50:23 +0000

Jim Cramer and David Faber engaged in a wide-ranging discussion about Apple reportedly scrapping its decade-longEV project in favor of AI initiatives. Jim offered his take on Apple shares falling 5% so far this year.

The anchors also reacted to a report stating UnitedHealth is the subject of a U.S. Department of Justice antitrust probe.Also in focus: Bitcoin surpasses $60,000 for the first time since 2021, Q4 GDP growth revised a tick lower,

eBay among the earnings winners, Cramer explains "Real AI" versus "Joke AI."

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Cramer's Morning Take: Eli Lilly & Salesforce 2/27/24

podcasts@cnbc.com (CNBC) — Tue, 27 Feb 2024 17:09:22 +0000

Jim Cramer discusses the Club’s recommendation to buy Eli Lilly. Cramer also says there’s a ‘red flag’ for Salesforce ahead of earnings. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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Deal Disruptions, Dimon Gets “Real” on AI, Challenges for Lowe's and Macy's 2/27/24

podcasts@cnbc.com (CNBC) — Tue, 27 Feb 2024 16:27:01 +0000

Jim Cramer and David Faber discussed what to make of developments involving a pair of M&A deals: Chevron warns that its $53 billion dollar agreement to acquire Hess may be at risk, while the Federal Trade Commission and nine states are suing to block the $25 billion Kroger-Albertsons merger. The anchors also reacted to some eye-popping comments JPMorgan Chase CEO Jamie Dimon made to CNBC about the future of AI. Lowe's issued disappointing guidance and Macy's announced it would close 150 stores as part of a turnaround plan. Where are the buys in retail? Also in focus: Zoom earnings, Endeavor M&A update, Tesla's rebound rally and the stock that jumped 80% on news regarding an obesity drug trial.

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Cramer's Morning Take: Palo Alto 2/26/24

podcasts@cnbc.com (CNBC) — Mon, 26 Feb 2024 17:56:08 +0000

Jim and Jeff discuss buying more of Palo Alto. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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Nvidia Rally Rolls On, Buffett's Message to Investors, Stocks’ Record Run: What’s Next? 2/26/24

podcasts@cnbc.com (CNBC) — Mon, 26 Feb 2024 15:50:12 +0000

Carl Quintanilla, Jim Cramer and David Faber led off the show by exploring the AI boom: Nvidia extends its rally after posting a blowout quarter and hitting a $2 trillion valuation on Friday. The anchors discussed what's on tap for the markets this week, as the Dow and S&P 500 aim to achieve fresh record highs. Also in focus: Warren Buffett's annual letter to Berkshire Hathaway shareholders along with the company's earnings and record cash hoard, Amazon enters the Dow, Walmart's 3-for-1 stock split goes into effect, Cramer held court at the CNBC Investing Club’s annual meeting on Saturday.

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Cramer's Morning Take: S&P 500 Hits Record High 2/23/24

podcasts@cnbc.com (CNBC) — Fri, 23 Feb 2024 18:27:10 +0000

Jim and Jeff discuss the continued momentum of Nvidia. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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New Record Highs, Nvidia Joins the $2T Club, Slide and a Miss for Warner Bros. Discovery 2/23/24

podcasts@cnbc.com (CNBC) — Fri, 23 Feb 2024 15:41:13 +0000

The morning after the best day for stocks in more than a year, Carl Quintanilla and Jim Cramer discussed what to make of the markets' upward momentum: The Dow and S&P 500 jumping to new all-time intraday highs and Nvidia hitting a $2 trillion valuation for the first time -- overshadowing Fed officials continuing to stress holding off on rate cuts for now. The anchors reacted to Warner Bros. Discovery shares falling on a Q4 miss despite posting a streaming profit for 2023. Also in focus: Square parent Block and Carvana soar, upgrades and downgrades, White House sanctions against Russia, Reddit files to go public, Jim previews the CNBC Investing Club's Annual Meeting which takes place on Saturday.

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Cramer's Morning Take: Nvidia Earnings 2/22/24

podcasts@cnbc.com (CNBC) — Thu, 22 Feb 2024 17:49:30 +0000

Jim and Jeff discuss why this semiconductor stock ripping on yesterday’s earnings report. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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Nvidia's Blowout Quarter, S&P 500 Record High, EV Pain, Mondelez CEO 2/22/24

podcasts@cnbc.com (CNBC) — Thu, 22 Feb 2024 15:48:26 +0000

Carl Quintanilla and Jim Cramer engaged in wide-ranging discussions about Nvidia's Q4 results and guidance handily topping analysts' forecasts thanks to the AI boom. The stock hit a fresh all-time high, sparking a Nasdaq rally and a new intraday record high for theS&P 500. Hear what Jim had to say about Nvidia CEO Jensen Huang

versus Tesla CEO Elon Musk. Also in focus: EV makers Rivian and Lucid tumble, the 'Magnificent 7," Fed minutes follow-up, the DOJ names a new AI chief,Mondelez CEO Dirk Van de Put joined the program to discuss food inflation, the consumer and President Biden'sattack on "shrinkflation."

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Cramer's Morning Take: Nvidia Earnings Preview 2/21/24

podcasts@cnbc.com (CNBC) — Wed, 21 Feb 2024 17:03:49 +0000

Jim and Jeff discuss their earnings expectations for Nvidia. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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Nvidia on Deck, Palo Alto Networks Plunge, Live: Brian Moynihan 2/21/24

podcasts@cnbc.com (CNBC) — Wed, 21 Feb 2024 15:27:30 +0000

Carl Quintanilla and Jim Cramer started the show by looking ahead to Nvidia reporting after the bell, a day after the stock suffered its biggest 1-day drop in 4 months. Another earnings mover the anchors hit was Palo Alto Networks. Shares of the stock plunged after the company pulled its full-year revenue, billings guidance. The company’s results sent other cyber names like CrowdStrike, Fortinet and Zscaler lower. Later that hour, Leslie Picker joined the show along with Brian Moynihan to discuss the state of the economy, rates and the recent volatility within the regional banks.

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Cramer's Morning Take: Nvidia 2/20/24

podcasts@cnbc.com (CNBC) — Tue, 20 Feb 2024 17:35:30 +0000

Jim and Jeff discuss this ‘Mag 7’ semiconductor stock ahead of its highly awaited earnings report. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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Big Retail Reports, Capital One Buys Discover, Live: Adobe CEO 2/20/24

podcasts@cnbc.com (CNBC) — Tue, 20 Feb 2024 15:44:48 +0000

Jim Cramer and Scott Wapner started the hour by breaking down quarterly results from two big retailers Walmart and Home Depot; both names topped earnings estimates but the stocks moved in opposite directions. The desk also hit the deal of the day, as Capital One announced that it will acquire Discover in a $35.3 billion all-stock-deal; shares of other payment companies like Visa and Mastercard moved lower on the deal news. Before the opening bells, Adobe CEO Shantanu Narayen joined the anchors on set for a first on CNBC interview to discuss his company’s new AI feature.

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PPI Runs Hot, Nike Job Cuts, Coinbase’s Surprise Profit 2/16/24

podcasts@cnbc.com (CNBC) — Fri, 16 Feb 2024 15:28:27 +0000

David Faber, Sara Eisen and Mike Santoli began the show by breaking down this morning’s PPI inflation report. The producer price index, a measure of prices received by producers of domestic goods and services, rose 0.3% for the month, the biggest move since August. The anchors also hit Nike, the latest firm to announce job cuts. The company said it would lay off 2% of its employees, more than 1,500 jobs, as part of a broader restructuring. After the bells, the desk hit a ton of earnings movers, including Coinbase. Shares of the crypto platform surged after posting a surprise profit for the first time in two years.

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Tech-Led Market Rally, Whale Watching, More Job Cuts 2/15/24

podcasts@cnbc.com (CNBC) — Thu, 15 Feb 2024 15:35:29 +0000

Carl Quintanilla, Sara Eisen and David Faber started the hour by discussing the batch of economic data this morning including retail sales and jobless claims; Retail sales tumbled 0.8% in January, much more than expected. The anchors then shifted to the tech sector, and hit Cisco’s latest quarterly results. The company lowered its fiscal 2024 outlook and also announced that it will cut 5% of its global workforce, amounting to over 4,000 jobs. After the opening bells, the desk also discussed a slew of 13F filings, including Warren Buffett’s Berkshire Hathaway trimming its massive stake in Apple.

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Cramer's Morning Take: Inflation Freakout 2/14/24

podcasts@cnbc.com (CNBC) — Wed, 14 Feb 2024 17:18:05 +0000

Jim and Jeff discuss the markets after a hotter-than-anticipated inflation reading yesterday and reports the Federal Reserve may not cut interest rates as early as they had hoped. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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Stocks Rebound, Lyft’s Typo Turnaround, Zuckerberg’s Vision Pro Review 2/14/24

podcasts@cnbc.com (CNBC) — Wed, 14 Feb 2024 15:37:53 +0000

Carl Quintanilla, Jim Cramer and David Faber kicked things off by breaking down the markets rebounding a day after the Dow suffered its biggest drop since March 2023. They also hit some of the big earnings reports with Airbnb, Robinhood, MGM, and Kraft Heinz all on the move. Another big mover post results was Lyft, which soared on strong Q4 numbers and guidance, but the stock initially skyrocketed 60% after the company’s initial press release had a major error. The CFO later corrected the mistake during the firm’s earnings call Tuesday. Before the opening bells, the anchors also chatted Mark Zuckerberg and his review of Apple’s Vision Pro. In a video posted to Instagram, Zuckerberg called Meta’s Quest 3 headset “the better value” and “the better product, period.”

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Hot Inflation Data, Nvidia Reaches Amazon’s Market Cap, TV Ratings Record 2/13/24

podcasts@cnbc.com (CNBC) — Tue, 13 Feb 2024 15:43:05 +0000

Carl Quintanilla, Jim Cramer and David Faber started the show by breaking down the hotter-than-expected inflation data, with CPI rising 0.3% in January. The morning data sent stocks lower and yields spiking; the Dow dropped 500 points during the first hour of trading. The anchors then shifted to a look at some high-flying tech names, as Nvidia overtook Amazon in market value, making the tech giant America’s 4th largest company. Also in the mix: the desk also mentioned the viewership numbers from Super Bowl 58. More than 123 million Americans tuned into the game, making it the most-watched television show ever.

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Cramer's Morning Take: Nvidia 2/12/24

podcasts@cnbc.com (CNBC) — Mon, 12 Feb 2024 17:23:19 +0000

Jim and Jeff discuss expansion reports for Nvidia. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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Regional Banks' "Buyable Weakness", A New NFL Dynasty & The Young Money Boom 2/12/24

podcasts@cnbc.com (CNBC) — Mon, 12 Feb 2024 16:15:16 +0000

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Cramer's Morning Take: S&P 500 Tops 5,000 2/9/24

podcasts@cnbc.com (CNBC) — Fri, 9 Feb 2024 17:45:57 +0000

Jim and Jeff discuss the news around Nvidia and Broadcom. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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S&P Hits 5,000, Pepsi’s Revenue Slide, Conflicts of Pinterest 2/9/24

podcasts@cnbc.com (CNBC) — Fri, 9 Feb 2024 16:22:51 +0000

Carl Quintanilla, Jim Cramer and David Faber started the show by discussing the S&P crossing 5,000 for the first time, just 3 years after hitting 4,000 back in 2021. The biggest gainers year-to-date on the S&P index include: Nvidia, Meta and Eli Lilly. The anchors then turned to a slew of corporate results, including Pepsi. The beverage and snack maker topped earnings estimates, but quarterly revenue declined YoY for the first time since 2020. Other earnings movers in the mix included Pinterest, Take-Two Interactive and Expedia, all getting crushed on their respective results.

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Cramer's Morning Take: Disney 2/8/24

podcasts@cnbc.com (CNBC) — Thu, 8 Feb 2024 16:47:03 +0000

Jim and Jeff discuss the better-than-expected quarter for Disney. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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Eye of the Iger, Arm’s Blowout Quarter, Nearing S&P 5,000 2/8/24

podcasts@cnbc.com (CNBC) — Thu, 8 Feb 2024 16:07:55 +0000

Carl Quintanilla, Jim Cramer and David Faber began the hour by breaking down Disney’s magical quarter. The stock surged after the company beat quarterly earnings estimates and raised its guidance as it saw progress in efforts to cut costs. Disney also announced that it will take a $1.5 billion stake in Fortnite studio Epic Games and launch its flagship ESPN streaming service in fall 2025. The anchors then shifted to another earnings mover, Arm Holdings; shares of the chip designer surged after beating analyst estimates and providing a strong profit forecast, saying AI boosted sales for the company. Also in the mix: the desk discussed the market action as the S&P inched closer to 5,000.

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Cramer's Morning Take: Tech Stocks 2/7/24

podcasts@cnbc.com (CNBC) — Wed, 7 Feb 2024 17:16:43 +0000

Jim and Jeff discuss Eli Lilly, Meta and Snap earnings. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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ESPN-Fox-WBD Sports Streaming Venture, Snap Plummets, Profit Drivers for Uber and Ford 2/7/24

podcasts@cnbc.com (CNBC) — Wed, 7 Feb 2024 15:38:16 +0000

Carl Quintanilla, Jim Cramer and David Faber kicked off the show by discussing a partnership that could shake up the media landscape: ESPN, Fox and Warner Bros. Discovery are teaming up to launch a sports streaming service later this year. The anchors also reacted to Snap shares tumbling more than 30% on a revenue miss and disappointing guidance amid stiff competition on the ad sales front. Also in focus: What to expect from Disney results due out after Wednesday's close, Uber falls despite a Q4 beat and its first annual profit since going public, Moody’s downgrades NYCB to “junk,” earnings winners and losers including Ford, Chipotle, Alibaba, Amgen and CVS Health.

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Cramer's Morning Take: Eli Lilly 2/6/24

podcasts@cnbc.com (CNBC) — Tue, 6 Feb 2024 17:17:18 +0000

Jim and Jeff discuss the strong quarter for Eli Lilly. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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Palantir Soars, China's Rally, Lilly Gains, Tesla: Worst Performing S&P Stock in '24 2/6/24

podcasts@cnbc.com (CNBC) — Tue, 6 Feb 2024 15:31:55 +0000

Carl Quintanilla, Jim Cramer and David Faber led off the show with Palantir shares soaring on a Q4beat and strong guidance, driven by AI demand. The anchors also reacted to earnings call comments from the company's CEO Alex Karp on China and the growing geopolitical dangers. Speaking of China, that country's stocks posted their best day in almost two years -- as Beijing looks to reverse a market slump. Also in focus: Eli Lilly hits a fresh record high as demand for its obesity drugs drives better-than-expected Q4 results and guidance, Tesla gets hit with a downgrade and becomes this year's worst-performing stock on the S&P 500, Spotify surges on strong user growth and guidance.

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Caterpillar CEO Exclusive, More 2024 Woes for Tesla and Musk, Meta's $200B Rally. 2/5/24

podcasts@cnbc.com (CNBC) — Mon, 5 Feb 2024 15:44:14 +0000

Carl Quintanilla, Jim Cramer and David Faber explored what to expect from the markets after new record highs were set on Friday. The anchors offered reaction to Fed Chair Powell’s “60 Minutes” interview. Caterpillar CEO Jim Umpleby joined the program exclusively to discuss quarterly results that propelled the stock to fresh record highs. Carl, Jim and David also discussed Tesla shares extending their 2024 slide -- after the Wall Street Journal reported that Elon Musk took drugs with some Tesla board members, according to the paper’s sources. Also in focus: Meta's historic Friday $200 billion market cap rally, McDonald's earnings. Snap and Estee Lauder announce job cuts, new 737 MAX problems for Boeing, Novo Nordisk's parent buys Catalent to help expand Wegovy supply.

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Apple Slumps, Meta Soars, Amazon Surges, Jobs Blowout, Chevron CEO "First on CNBC" 2/2/24

podcasts@cnbc.com (CNBC) — Fri, 2 Feb 2024 15:39:45 +0000

Carl Quintanilla, Jim Cramer and David Faber highlighted big tech earnings and how to play Cramer's "super six pack." Apple shares fell despite better-than-expected Q1 results -- as a decline in China sales overshadowed strength in services and the iPhone. Jim shared what CEO Tim Cook told him at Apple's flagship store in New York about the Vision Pro, as the $3,500 headset went on sale. Meta soared on a Q4 beat, its first-ever dividend and revenue guidance exceeding estimates. Amazon surged on the strength of online holiday shopping and a 13% jump in AWS revenue. Also in focus: The January employment report shows job creation nearly doubled expectations, Chevron CEO Mike Wirth joined the program to discuss earnings, the oil giant's 8% dividend and what's at stake for energy markets in wake of Middle East turmoil.

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Cramer's Morning Take: Honeywell 2/1/24

podcasts@cnbc.com (CNBC) — Thu, 1 Feb 2024 17:11:48 +0000

Jim Cramer and Jeff Marks of the CNBC Investing Club break down why investors need to own Honeywell after reporting earnings. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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After The Fed-Fueled Sell-Off, Big Tech Earnings on Deck, Zuckerberg's "Meta Culpa" 2/1/24

podcasts@cnbc.com (CNBC) — Thu, 1 Feb 2024 15:50:12 +0000

Entering a new month after a positive January for stocks, Carl Quintanilla, Jim Cramer and David Faber explored what's ahead for the markets after Wednesday's sell-off -- sparked by Fed Chair Jerome Powell saying that a March interest rate cut is unlikely. The anchors also discussed what to expect from Apple, Amazon and Meta when they report earnings after Thursday's close of trading. Also in focus: Mark Zuckerberg apologizes to families at Wednesday's Senate online child safety hearing, Etsy soars after naming an Elliott partner to its board, earnings winners and losers, New York Community Bank tumbles further, Elon Musk's threat to move Tesla's state of incorporation to Texas from Delaware.

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Big Tech's Big Drag, Boeing and AMD CEOs on Q4 Results, Judge Voids Musk's $56B Pay Package. 01/31/24

podcasts@cnbc.com (CNBC) — Wed, 31 Jan 2024 15:23:13 +0000

Carl Quintanilla and Jim Cramer discussed Alphabet and Microsoft dragging the tech sector lower, despite both companies beating on quarterly results. Were Wall Street's guidance expectations too lofty? Boeing CEO Dave Calhoun joined the program to talk about the jet maker's narrower Q4 loss -- and decision to suspend guidance in wake of its 737 MAX-9 problems. AMD CEO Lisa Su offered her take on the chipmaker's Q4 results, AI strategy and sales forecast that weighed on the stock. Also in focus: A Delaware judge strikes down Elon Musk's $56 billion Tesla pay package, Fed decision day, Starbucks' earnings rally, Byron Allen's offer to acquire Paramount Global, Walmart's 3-for-1 stock split, social media CEOs head to Capitol Hill.

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SOTS+ Citadel CEO Ken Griffin 1/30/24

podcasts@cnbc.com (CNBC) — Tue, 30 Jan 2024 19:02:52 +0000

Citadel CEO Ken Griffin spoke with CNBC’s Leslie Picker at the MFA Network event in Miami about the implications of a rupture in supply chains from Taiwan, America’s competitiveness with China, and how Griffin suggests policy should change around electric vehicles. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

UPS to Cut 12,000 Jobs, GM Surges on Earnings, Apple Vision Pro Reviews 1/30/24

podcasts@cnbc.com (CNBC) — Tue, 30 Jan 2024 16:14:28 +0000

Carl Quintanilla and Jim Cramer led off the show with news out of UPS: The company announced plansto cut 12,000 jobs after it issued a weaker-than-expected 2024 revenue outlook.

A different story for GeneralMotors: The stock surged on the automaker's Q4 earnings beat and guidance, which includes a "profit positive" picture for its U.S. EV portfolio.

Also in focus: Apple Vision Pro reviews are out, earnings winners and losers, Elon Musk’s Neuralink and its brain chip implant, Jim highlights a stock that's up 660% from a year ago as it rides the AI wave.

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"Magnificent" Earnings Week, Sports Betting: Gronk on FanDuel, Flutter and the NFL 01/29/24

podcasts@cnbc.com (CNBC) — Mon, 29 Jan 2024 15:40:12 +0000

Carl Quintanilla and Jim Cramer explored what investors can expect from a busy earnings week, with five of the "Magnificent 7" mega-cap tech companies scheduled to report results. Four-time Super Bowl champion Rob Gronkowski joined the anchors at Post 9, after FanDuel parent Flutter Entertainment rang the opening bell to mark its NYSE debut. They discussed sports betting, the NFL, Super Bowl predictions and Gronk's role as a FanDuel ambassador. Also in focus: Amazon-iRobot acquisition deal scrapped, Chinese real estate giant Evergrande ordered to liquidate.

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Intel Tumbles, Cramer: Kick Tesla Out of the Magnificent 7, Inflation Watch and the Fed. 01/26/24

podcasts@cnbc.com (CNBC) — Fri, 26 Jan 2024 15:59:58 +0000

Carl Quintanilla, Jim Cramer and David Faber drilled down heavily on tech: Intel tumbles and dragsthe chip sector lower after issuing disappointing sales guidance. Record closing highs for Microsoft, Alphabet and Meta. Cramer said it's time to boot Tesla from the Magnificent 7 after the stock's worst daily performance since 2020 and poor 2024 start. Also in focus: Market reaction to Core PCE data ahead of next week's Fed meeting, American Express surges while Visa falls, JetBlue warns its merger deal with Spirit Airlines may be terminated, layoffs at Salesforce, Levi Strauss and Paramount.

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Cramer's Morning Take: GDP Report 1/25/24

podcasts@cnbc.com (CNBC) — Thu, 25 Jan 2024 16:58:25 +0000

Jim and Jeff discuss the GDP report showing strong growth and slowing inflation. Plus, Jim says Nvidia is ‘touched by an angel’. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake CNBC Investing Club Disclaimer Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Electric Slide: Tesla Misses, Southwest and ServiceNow CEOs, Q4 GDP Beat 01/25/24

podcasts@cnbc.com (CNBC) — Thu, 25 Jan 2024 15:37:27 +0000

Carl Quintanilla, Jim Cramer and David Faber discussed Tesla shares taking a hit after the EV maker posted weaker-than-expected Q4 results and said it sees "notably lower" growth in 2024. The anchors reacted to what CEO Elon Musk said on Tesla's earnings. A CEO doubleheader on the show: Southwest’s Bob Jordan on earnings and MAX delivery plans in wake of Boeing's recent problems – and ServiceNow's Bill McDermott on his company's quarterly beat and riding the AI wave with shares at all-time highs. Also in focus: The first reading of Q4 GDP beats expectations with 3.3% growth, Humana tumbles again and drags its health insurance rivals lower, IBM and Comcast surge on earnings, the chip sector rally rolls on.

Disclosure: Comcast is the parent of NBCUniversal, of which CNBC is a unit.

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Netflix Surges on Subs Beat, New Market Records, Tesla Earnings Countdown 01/24/24

podcasts@cnbc.com (CNBC) — Wed, 24 Jan 2024 15:44:13 +0000

Carl Quintanilla, Jim Cramer and David Faber led off the show with Netflix's big rally. Shares surged after the streaming service reported 13.1 million new subscribers in Q4, handily beating forecasts. The anchors also discussed what Dwayne "The Rock" Johnson and TKO CEO Ari Emanuel told them Tuesday at Post 9 about Netflix streaming WWE Raw beginning in 2025. Also in focus: Netflix and the chip sector boost the S&P 500 to fresh record highs, what to expect from Tesla's after-the-bell earnings, AT&T slumps on guidance, layoffs at eBay and SAP, Alaska Air CEO slams Boeing.

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Cramer's Morning Take: P&G 1/23/24

podcasts@cnbc.com (CNBC) — Tue, 23 Jan 2024 19:00:28 +0000

Jim and Jeff discuss Procter & Gamble after reporting mixed quarterly earnings and revenue for its fiscal second quarter. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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Exclusive With Dwayne Johnson and TKO CEO Ari Emanuel, Market History, Earnings Parade. 01/23/24

podcasts@cnbc.com (CNBC) — Tue, 23 Jan 2024 15:15:29 +0000

Actor/producer/entrepreneur Dwayne Johnson and Ari Emanuel -- the CEO of WWE and UFC parent TKO Group Holdings -- joined Carl Quintanilla, Jim Cramer and David Faber exclusively at Post 9. They discussed everything from Netflix streaming WWE's flagship program "Raw" beginning in 2025 to Johnson joining TKO's board. The anchors also explored market reaction to earnings from the likes of 3M, Verizon, Procter & Gamble, Johnson & Johnson and General Electric. Also in focus: The markets' historic run after the Dow closed above 38,000 for the first time, China looks to shore up its slumping stock market, Boeing responds to the United Airlines CEO's comments on CNBC about the jet maker's 737 MAX problems.

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Markets' Record Run, Apple Vision Pro Pre-Orders Surge, Morgan Stanley's Jonas Cuts Tesla PT. 01/22/24

podcasts@cnbc.com (CNBC) — Mon, 22 Jan 2024 15:37:47 +0000

Carl Quintanilla, Jim Cramer and David Faber kicked off a new week by focusing on the record run for stocks, as the Dow and S&P 500 hit fresh all-time intraday highs on Monday. The "Magnificent 7" in the spotlight: A widely-followed Apple analyst estimates that pre-orders for the Vision Pro headset significantly exceeded forecasts, Morgan Stanley auto analyst Adam Jonas lowers his price target on Tesla, Meta returns to the "Trillion-Dollar Club" and Nvidia CEO Jensen Huang visits China for the first time in years. Also in focus: ADM tumbles and puts its CFO on leave amid accounting probe, Macy's rejects a $5.8 billion takeover bid, FAA recommends inspections for a second Boeing 737 model, the top ten performing stocks in Cramer's charitable trust since the S&P 500's last high in December 2021.

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Tech Rally Makes History, Meta-Nvidia AI Connection, EVs: Ford F-150 Lightning Production Cuts 01/19/24

podcasts@cnbc.com (CNBC) — Fri, 19 Jan 2024 15:53:42 +0000

Carl Quintanilla, Jim Cramer and David Faber discussed all things tech: Record highs for the Nasdaq 100 as well as Nvidia and AMD, Meta to spend billions on Nvidia's AI Chips and Apple begins taking pre-orders for its Vision Pro. See how Carl looks while wearing the headset! The anchors also reacted to Ford's decision to reduce production of its F-150 Lightning truck, in wake of a slowdown in demand for EVs. Also in focus: Spirit not giving up onits court-blocked merger with JetBlue, BofA’s market take on Japan, layoffs at Amazon, Macy's and Wayfair.

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Cramer's Morning Take: Apple 1/18/24

podcasts@cnbc.com (CNBC) — Thu, 18 Jan 2024 17:52:06 +0000

Jim and Jeff discuss why the Investing Club is closely watching AI strategy among the ‘Magnificent 7’ companies. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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Nelson Peltz Interview: Activist Investor Speaks Out on Disney Proxy Fight, Board Seat Rejection. 01/18/24

podcasts@cnbc.com (CNBC) — Thu, 18 Jan 2024 15:52:19 +0000

Billionaire activist investor and Trian Partners CEO Nelson Peltz appeared on "Squawk on the Street." He responded to Disney's decision to reject his firm's nominees (including Peltz) for seats on the media giant's board. Peltz told Jim Cramer, David Faber and Carl Quintanilla that Disney is not being run properly and has underperformed the S&P 500 on every measure. He also slammed oversight of the company's board. Also in focus: Apple jumps on BofA upgrade, Humana tumbles and drags down health insurance rivals after cutting guidance, Sheryl Sandberg to depart Meta's board, job cuts at Alphabet, Nvidia's new year rally.

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Yields Rise on Strong Retail Sales, Dimon's "Hunky Dory" Warning, FAA's Boeing Inspections. 01/17/24

podcasts@cnbc.com (CNBC) — Wed, 17 Jan 2024 15:58:34 +0000

Carl Quintanilla, Jim Cramer and David Faber focused on stocks extending Tuesday's losses and yields rising to their highs of the year -- after December retail sales came in stronger than expected, up 0.6%. The anchors also reacted to what Jamie Dimon told CNBC at the World Economic Forum in Davos, Switzerland. JPMorgan Chase's CEO issued a cautious economic outlook for this year and next: "I think it's a mistake to assume everything is hunky dory." Also in focus: Fed Governor Waller's message on rates and inflation, The FAA completes initial inspections of Boeing 737 MAX-9 jets, a judge blocks the JetBlue-Spirit merger deal, Charles Schwab shares slide despite an earnings beat, assessing regional bank results, Disney rejects Nelson Peltz's bid to join its board, Uber's CEO talks EVs.

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Cramer's Morning Take: Healthcare 1/16/24

podcasts@cnbc.com (CNBC) — Tue, 16 Jan 2024 18:41:59 +0000

Jim and Jeff discuss why they’ve been recently adding to health care. They also discuss the winners and losers after banks reported earnings. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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More Bank Earnings, Apple Under Pressure, $35B M&A Deal, Cramer's "Wild" NFL Weekend. 01/16/24

podcasts@cnbc.com (CNBC) — Tue, 16 Jan 2024 15:55:32 +0000

Carl Quintanilla, Jim Cramer and David Faber led off the program with quarterly results from Goldman Sachsand Morgan Stanley. Cramer had a lot to say about investor reaction to the big banks' numbers. Jim also spoke out about Capitol Hill lawmakers' $78 billion tax deal -- which includes major breaks for businesses. The anchors discussed Apple shares falling after the company cut iPhone prices in China. The NFL also in the spotlight: Highlights from Jim's weekend appearance on NBC's pre-game coverage of Miami Dolphins vs. Kansas City Chiefs, Peacock's exclusive coverage of that NFL Wild Card game sets a streaming record and Jim's Philadelphia Eagles were eliminated from the playoffs. Also in focus: Boeing tumbles on a downgrade, Elon Musk's comments regarding Tesla ownership and AI, Synopsys' $35 billion cash-and-stock deal to acquire design software maker Ansys.

**Disclosure: Peacock is a unit of NBCUniversal, parent of NBC and CNBC.**

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Big Banks Report, Dow Record High, Delta Flies Lower 01/12/24

podcasts@cnbc.com (CNBC) — Fri, 12 Jan 2024 15:29:19 +0000

Carl Quintanilla and Jim Cramer began the show by breaking down the big bank earnings with JPMorgan, Wells Fargo, Bank of America and Citi all reporting results. JPMorgan’s profit fell for the fourth quarter after paying a $2.9 billion fee tied to the government seizures of failed regional banks last year. The anchors then shifted to the week’s second batch of inflation data, after wholesale prices unexpectedly declined in December, providing a positive signal for inflation. Other headlines this hour included: Delta Air Lines shares falling after trimming its 2024 earnings forecast, and Bitcoin ETFs seeing $4.6B in volume in their first day of trading.

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Cramer's Morning Take: Amazon 1/11/24

podcasts@cnbc.com (CNBC) — Thu, 11 Jan 2024 16:39:45 +0000

Jim Cramer and Jeff Marks discuss positioning in Amazon. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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Higher Inflation, Spot Bitcoin ETFs Begin Trading, Hertz CEO on EV Cuts 01/11/24

podcasts@cnbc.com (CNBC) — Thu, 11 Jan 2024 16:09:53 +0000

Carl Quintanilla and Jim Cramer led off the show with market reaction to inflation data: The Consumer Price Index rose more than expected in December to 3.4% year-over-year, up from 3.1% in the previous month. The anchors covered all of the bases on spot bitcoin ETFs, which began trading after being approved by the SEC on Wednesday. At Post 9, Hertz CEO Stephen Scherr explained the company's decision to slash about one-third of its global EV fleet. Also in focus: Microsoft-Apple market cap battle, a fresh record high for Nvidia, Cramer bound for Kansas City ahead of Saturday's Eagles-Chiefs NFL Wild Card game, which will stream exclusively on Peacock.

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Fmr. SEC Chmn. on Hack and Bitcoin ETFs, HPE CEO on $14B Juniper Deal, Boeing CEO and the "Mistake" 01/10/24

podcasts@cnbc.com (CNBC) — Wed, 10 Jan 2024 16:15:32 +0000

Carl Quintanilla, David Faber and Sara Eisen discussed the hack of the SEC's social media account on X. The regulator said a post on the site formerly knownas Twitter falsely stated it had approved spot bitcoin ETFs. Former SEC Chairman Jay Clayton joined the program at Post 9 with reaction to the hack, as well as his prediction on the SEC's much-anticipated bitcoin ETF decision. Hewlett Packard Enterprise CEO Antonio Neri also appeared on the show to discuss the company's $14 billiondeal to acquire Juniper Networks -- and how it fits into HPE's AI strategy. Also in focus: Boeing CEO Dave Calhoun says the company needs to acknowledge "our mistake," in regards to the Alaska Airlines blowout incident, Nvidia narrows its valuation gap with Amazon, "bond king" Jeffrey Gundlach's recession call, Tesla's rough start to 2024, big bank downgrades ahead of earnings, Mark Zuckerberg's cattle ranch venture.

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Pullback After the Tech Rebound, More 737 MAX-9 Pressure On Boeing, CEOs Weigh In On Obesity Drugs 01/09/24

podcasts@cnbc.com (CNBC) — Tue, 9 Jan 2024 16:17:27 +0000

Carl Quintanilla, Jim Cramer and David Faber explored what to make of stocks under pressure the morning afterthe Nasdaq's best one-day performance since November -- and a fresh all-time high for Nvidia.Boeing shares extended Monday's losses on new developments surrounding the grounding of its 737 MAX-9 jets. The anchors discussed what pharma CEOs told Cramer at the J.P. Morgan Healthcare Conference, especially when it comes to the burgeoning obesity drug market. Also in focus: Netflix downgraded, the impact of Samsung's profit missand guidance on mega-tech and the chips, HPE said to be in talks to acquire Juniper Networks, Match Group's date with activism.

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Boeing Slumps on 737 MAX-9 Grounding, Apple's Rotten Start to 2024, Rebound Week for "Magnificent 7"? 01/08/24

podcasts@cnbc.com (CNBC) — Mon, 8 Jan 2024 15:49:27 +0000

Carl Quintanilla, Jim Cramer and David Faber discussed Boeing shares dragging the Dow lower, after the Federal Aviation Administration ordered a temporary grounding of 171 of the company's 737 MAX-9 jets. The FAA’s call for inspections came after a blowout on an Alaska Airlines flight. Both the carrier and Spirit AeroSystems saw their shares take a hit on news of the grounding. The "Magnificent 7" in the spotlight: Apple looks to rebound after a 6% drop in the first week of 2024, while Nvidia erases last week's losses. Also in focus: The end of a 9-week win streak for the major averages, what to expect from this week's bank earnings, Cramer previews his CEO interviews from the J.P. Morgan Healthcare Conference in San Francisco.

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Jobs Report Beats, Tech's 2024 Start Not "Magnificent," Middle East Conflict Impact 1/05/24

podcasts@cnbc.com (CNBC) — Fri, 5 Jan 2024 15:19:15 +0000

Carl Quintanilla and Jim Cramer led off the show with market reaction to the government's key December employment report: 216,000 non-farm jobs were added last month, exceeding economists' forecasts -- but October and November payrolls were revised lower. The unemployment rate held steady at 3.7%. The anchors discussed what to make of the early 2024 slump in tech and "Magnificent 7" stocks -- with the Nasdaq in the midst of a five-day losing streak. Also in focus: Red Sea attacks and the Middle East conflict’s impact on everything from Chevron and Maersk to McDonald's, Microsoft moves closer to Apple's valuation, Constellation Brands' earnings, Costco's sales jump, a look ahead to next week's bank earnings and Jim's CEO interviews from the J.P. Morgan Healthcare Conference.

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Cramer's Morning Take: Banks 1/4/24

podcasts@cnbc.com (CNBC) — Thu, 4 Jan 2024 18:08:14 +0000

Jim and Jeff discuss the rally in Morgan Stanley and Wells Fargo and what this means for the economic outlook. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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Squawk on the Street 01/04/24

podcasts@cnbc.com (CNBC) — Thu, 4 Jan 2024 16:02:40 +0000

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Cramer's Morning Take: The (Not So) Magnificent 7 1/3/23

podcasts@cnbc.com (CNBC) — Wed, 3 Jan 2024 17:50:31 +0000

Jim and Jeff says there might be too much hype around the Magnificent 7 stocks. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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Rough Start, Rate Expectations, Disney’s Activist Moves 01/03/24

podcasts@cnbc.com (CNBC) — Wed, 3 Jan 2024 16:03:10 +0000

Carl Quintanilla and Jim Cramer began the hour by breaking down the markets’ rough start to the new year of trading. The Nasdaq posted its worst daily performance since October, and the worst start to the year since 2016. The anchors also discussed their expectations for the Fed Minutes; this as Richmond Fed President Tom Barkin said in a speech today that a soft landing is ‘increasing conceivable’ not inevitable, and that the potential for additional rate hikes remain on the table. The desk also shifted to Disney, which struck a deal with activist investor ValueAct Capital. The firm agreed to support Disney’s slate of board nominees at this year’s annual meeting, siding with Disney in its battle with Trian and Nelson Peltz.

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Cramer's Morning Take: Apple Slides 1/2/23

podcasts@cnbc.com (CNBC) — Tue, 2 Jan 2024 16:04:36 +0000

Jim and Jeff discuss Apple shares after Barclays downgraded the member of the Magnificent 7 market leaders basket to an underweight rating. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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Squawk on the Street 01/02/24

podcasts@cnbc.com (CNBC) — Tue, 2 Jan 2024 16:02:52 +0000

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Bulls Rule in 2023, Nvidia's 240% Surge, S&P 500 Hitting 5200 in 2024? 12/29/23

podcasts@cnbc.com (CNBC) — Fri, 29 Dec 2023 15:51:28 +0000

Sara Eisen and Bob Pisani wrapped up 2023's big stock market rally: Major indices on track for nine straight weeks of gains, the S&P 500 taking aim at a record closing high

and poised for its longest weekly win streak in almost two decades, the Dow on a record run and the Nasdaq 100 set for its best year since 1999. Sara and Bob explored what to

expect from stocks, bond yields and the Fed in 2024, along with "Magnificent 7" names such as Nvidia: The stock up more than 240% in 2023. Oppenheimer Chief Strategist John Stoltzfus

joined the program to discuss his S&P 500 year-end price target of 5200 for 2024. Also in focus: The best performing tech stock of the year, oil prices' 2023 slump, the AI trade beyond tech.

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Markets Setting Records, "iPhone Moment" for Microsoft, Tesla's Big Year 12/28/23

podcasts@cnbc.com (CNBC) — Thu, 28 Dec 2023 16:00:00 +0000

Sara Eisen and Bob Pisani discussed the markets looking to extend their rally one day after the Dow and Nasdaq 100posted all-time highs, while the S&P 500 continued to advance toward its own all-time high close.

Two 'Magnificent 7" stock in the spotlight; Microsoft's price target raised by Wedbush to $450 from $425, as the firm sees an "iPhone moment" for the company. Tesla rallies toward a three-month high and is on

track for its third-best year on record. Also in focus: Fidelity's Jurrien Timmer shares his 2024 market outlook, Delivering Alpha investor survey results including best ideas for the new year, BofA's top telecom pick for 2024.

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Markets Chasing History, Tesla's Bull Run, 2024 Top Picks: Social Media 12/27/23

podcasts@cnbc.com (CNBC) — Wed, 27 Dec 2023 15:40:19 +0000

Sara Eisen and Scott Wapner delved deeper into the December stock rally, as the S&P 500 enteredWednesday's trading session within 0.5% of a record closing high.

Tesla also in the mix with its stock upmore than 8% this month and a one-year gain of 135%. The anchors discussed what to expect from the EV maker's upcoming deliveries report,

as well as the competition from Chinese rival BYD. Baird's internet analystshared his top social media stock picks for 2024: Is Meta at the top of his list?: Also in focus: Oil prices and the

Houthi rebels’ Red Sea attacks, Apple's design chief said to be enlisted by Jony Ive and OpenAI's Sam Altman to work on anAI hardware project, Softbank's $7.6 billion windfall in T-Mobile shares,

"Magnificent 7" moves, Dow dogs and dividends.

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Markets' 8-Week Win Streak, Apple Watch Import Ban, a Blue Chip as a 2024 Top Pick 12/26/23

podcasts@cnbc.com (CNBC) — Tue, 26 Dec 2023 16:17:52 +0000

Sara Eisen and Scott Wapner led off a holiday-shortened week by exploring the markets in rally mode: Major stock indices up for eight consecutive weeks -- and the 10-year note yield hovering around 3.9%. The anchors also discussed a U.S. trade tribunal's

decision to ban Apple Watch imports. An analyst from Jefferies joined the program to explain why McDonald's is histop pick for 2024. Also in focus: The holiday season spending surge, Bristol Myers Squibb's second M&A deal in less than a week, U.K. billionaire to acquire

a 25% stake in Manchester United, shipping giant Maersk prepares to return to the Red Sea after rebel attacks on vessels, Intel’s $25 billion chip factory investment in Israel, is OpenAI worth $100 billion?

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Inflation Cools Further, Nike Tumbles, Markets Aim for 8-Week Win Streak 12/22/23

podcasts@cnbc.com (CNBC) — Fri, 22 Dec 2023 15:56:50 +0000

Carl Quintanilla, Scott Wapner and Leslie Picker led off the show with the Fed's preferred inflation gauge:Core PCE cooled in November -- up 3.2% year-over year, down from 3.4%. Shares of Nike tumbled afterthe company cut full-year sales guidance and announced a $2 billion cost savings plan, The anchors discussed the effect of both stories on the markets, with the major indices on track to extend their weekly win streaks to eight.Also in focus; Bristol Myers Squibb's $14 billion deal, The planned U.S. Steel-Nippon Steel merger faces scrutiny, the stocks taking a hit on China's gaming restrictions, Piper Sandler's chief investment strategist shares his 2024 market outlook, the L.A. Dodgers' latest blockbuster free agent signing.

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CNBC LEADERS: James Gorman 12/21/23

podcasts@cnbc.com (CNBC) — Fri, 22 Dec 2023 01:38:17 +0000

James Gorman, Morgan Stanley chairman and outgoing CEO, discusses his time as leader of Morgan Stanley, Disney’s succession planning, and more.

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Rebounding After the Sell-off, Micron CEO Exclusive, WBD-Paramount Watch 12/21/23

podcasts@cnbc.com (CNBC) — Thu, 21 Dec 2023 16:05:15 +0000

Carl Quintanilla, Jim Cramer and David Faber discussed the markets rebounding after a Wednesday sell-offthat snapped nine-day win streaks for the Dow and Nasdaq -- and resulted in the S&P 500's worst day since September. Micron CEO Sanjay Mehrotra joined the program to discuss the AI effect on quarterly results and guidance that gave a boost to the chipmaker's stock. Also in focus: Sources tell CNBC that Warner Bros. Discovery is mulling an acquisition of Paramount Global, what’s driving Thursday's top performers on the S&P 500, A double dose of Apple news, A preview of David's exclusive interview with Morgan Stanley's outgoing CEO James Gorman.

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Squawk on the Street 12/20/23

podcasts@cnbc.com (CNBC) — Wed, 20 Dec 2023 16:08:02 +0000

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Dow and Nasdaq Seek "9" Lives, December's High-Fliers, End of An Era for eBay 12/19/23

podcasts@cnbc.com (CNBC) — Tue, 19 Dec 2023 15:43:27 +0000

Carl Quintanilla, Jim Cramer and David Faber focused on the December rally and a fresh record high for the Dow. Both the blue-chip index and the Nasdaq are aiming for a ninth consecutive day of gains. The anchors discussed what to make of a number of stocks that are surging this month: FOMO? Also in focus: eBay’s removal from the Nasdaq 100 and a flashback to David's 2005 CNBC documentary about the company, Nike and "playing with fire," cybersecurity watch and Palo Alto Networks' red-hot stock.

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Cramer's Morning Take: S&P 500 Winning Streak 12/18/23

podcasts@cnbc.com (CNBC) — Mon, 18 Dec 2023 17:49:45 +0000

Jim and Jeff discuss the S&P 500 coming off its longest string of weekly gains since 2017. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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Deal...and No Deal, Markets' 7-Week Win Streak, Costco CEO Exclusive 12/18/23

podcasts@cnbc.com (CNBC) — Mon, 18 Dec 2023 15:49:11 +0000

Jim Cramer and David Faber led off the show with lots of news on the M&A front: Nippon Steel agrees to acquire U.S. for $55 per share in cash, Adobe and design software startup Figma scrap their $20 billion deal, Illumina decides to divest cancer test maker Grail in wake of an antitrust ruling. The anchors explored what's next for stocks in the midst of a seven-week win streak. Costco CEO Craig Jelinek joined the program to discuss inflation, the consumer and stepping down from running the company at the beginning of next year. Also in focus: Americans' stock ownership surges, cybersecurity breach hits VF Corp.

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Cramer's Morning Take: Fed Focused 12/15/23

podcasts@cnbc.com (CNBC) — Fri, 15 Dec 2023 17:18:40 +0000

Jim and Jeff discuss the Fed’s forecast for three rate cuts next year. They also discuss the rise of Costco after the company reported better-than-expected earnings Thursday. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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Fed's Williams: Rate Cuts Not a Topic of Discussion, "Special" Costco, Home Depot's 1,000,000% Return 12/15/23

podcasts@cnbc.com (CNBC) — Fri, 15 Dec 2023 15:52:45 +0000

Jim Cramer and David Faber led off the show with market-moving comments made to CNBC by New York Fed President John Williams: Fed policymakers "aren't really talking about rate cuts right now." You'll want to hear Jim's reaction to Williams' remarks. With major indices on track for a seven-week win streak, David highlighted the worst week for hedge fund shorts since March 2020. Also in focus: Costco posts better-than-expected results and declares a special dividend, Home Depot shares up 1,000,000% since the company's 1981 public debut, Lennar falls despite a quarterly beat, Jeff Bezos' take on the dangers of AI, Blackstone's holiday video with a Taylor Swift twist.

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Cramer's Morning Take: Interest Rates 12/14/23

podcasts@cnbc.com (CNBC) — Thu, 14 Dec 2023 17:51:45 +0000

Jim and Jeff says there could be a pullback for Wells Fargo at the end of the day. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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Fed Rally Fuels Dow 37K, Apple's Record High, Southwest Airlines CEO Exclusive 12/14/23

podcasts@cnbc.com (CNBC) — Thu, 14 Dec 2023 15:44:17 +0000

Carl Quintanilla, Jim Cramer and David Faber focused on the extended Fed-fueled rally in stocks, one day after the central bank announced its pivot toward potential rate cuts in 2024. The Dow coming off its first-ever close above 37,000. Apple hits a fresh record high. Cramer highlighted certain stocks to emphasize what he said the rally is all about. Also on the program: November retail sales upside surprise, Southwest CEO Bob Jordan at Post 9 on holiday travel and the airline's 2024 outlook, Moderna surges, Adobe slides, Tesla and its dancing robots.

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SOTS+ Treasury Secretary Janet Yellen 12/13/23

podcasts@cnbc.com (CNBC) — Wed, 13 Dec 2023 18:58:05 +0000

Janet Yellen, Treasury Secretary, joins Sara Eisen to discuss the Secretary’s economic outlook and Federal Reserve policy, the general public’s support for ‘Bidenomics’, and much more. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Rallying Into the Fed Decision, Pfizer Slides On Guidance, Tesla Recalls 2 Million Vehicles 12/13/23

podcasts@cnbc.com (CNBC) — Wed, 13 Dec 2023 15:36:44 +0000

Carl Quintanilla, Jim Cramer and David Faber discussed stock markets in the midst of a four-day win streak andat their highest levels of the year, as investors await Wednesday's Fed decision. Pfizer shares tumble in reaction to 2024 guidance coming in below analysts' forecasts. The anchors explored the lackluster performance of the drugmaker's stock over the past 25 years -- and reacted to comments from Ken Langone: The billionaire told CNBC he believes Eli Lilly will become the first trillion-dollar pharma company. Also in focus: Tesla recalls more than two million vehicles due to autopilot software issues, Faber Report: U.S. Steel sale update.

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Squawk on the Street 12/12/23

podcasts@cnbc.com (CNBC) — Tue, 12 Dec 2023 17:41:54 +0000

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Cramer's Morning Take: Oracle 12/12/23

podcasts@cnbc.com (CNBC) — Tue, 12 Dec 2023 16:45:55 +0000

Jim and Jeff explain why they’re exiting Oracle in the Charitable Trust. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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6-Week Win Streak, Deals in Focus, Top 2024 Airline Pick 12/11/23

podcasts@cnbc.com (CNBC) — Mon, 11 Dec 2023 15:48:34 +0000

Carl Quintanilla, Sara Eisen and David Faber kicked off the hour by discussing the markets, riding a 6-week win streak; This as investors get ready for a big week ahead with another CPI print and Fed meeting on deck. The anchors then shifted to a slew of M&A news, including Occidental Petroleum buying Permian producer CrownRock for $12 billion. Faber also broke down Cigna calling off its pursuit of Humana, and planning for a $10 billion stock buyback. Also in the mix; TD Cowen analyst Helane Becker discussed why she chose Delta Air Lines as her top 2024 pick in the sector, saying the company is “differentiating itself from the peer group.”

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Cramer's Morning Take: Jobs Report 12/8/23

podcasts@cnbc.com (CNBC) — Fri, 8 Dec 2023 16:53:04 +0000

Jim and Jeff discuss the November jobs report after payrolls grew even faster than expected and the unemployment rate fell despite signs of a weakening economy. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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Jobs Report Reaction, A Holiday Lulu, Amazon CEO on Dangers of AI, Honeywell CEO Exclusive 12/8/23

podcasts@cnbc.com (CNBC) — Fri, 8 Dec 2023 15:39:39 +0000

Carl Quintanilla, Jim Cramer and David Faber discussed what investors should make of the better-than-expected November jobs report ahead of next week's Fed meeting -- and as the stock markets aim for a six-week win streak. Retail and the consumer also in the spotlight: Lululemon posted a Q3 revenue beat but holiday quarter guidance came in soft. Also in focus: What Amazon CEO Andy Jassy told Cramer about the dangers of AI, Honeywell CEO Vimal Kapur joined the program to discuss his company's $5 billion acquisition of Carrier's security business, anchors react to Paramount's rally, mortgage rates hit a four-month low.

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Amazon CEO's Message, Exclusives With Exxon Mobil and Toll Brothers CEOs 12/7/23

podcasts@cnbc.com (CNBC) — Thu, 7 Dec 2023 15:30:35 +0000

Jim Cramer and David Faber led off the show with a look at Amazon and what CEO Andy Jassy told Cramer Wednesday night on CNBC about AWS, AI and the consumer this holiday season. Two CEO exclusives: Exxon Mobil's Darren Woods discussed falling oil prices, his company's growth plan and $60 billion deal to acquire Pioneer Natural Resources. Toll Brothers' Douglas Yearley spoke about his company' s earnings beat, the housing market and the homebuilder's red-hot stock -- up 80% year-to-date. Also in focus: The White House's latest move aimed at lowering drug prices, AMD taking on Nvidia by launching a new AI Chip, Alphabet's AI boost.

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SOTS+ Walmart CEO Doug McMillon 12/6/23

podcasts@cnbc.com (CNBC) — Wed, 6 Dec 2023 17:48:38 +0000

Walmart CEO, Doug McMillon, discusses how the holiday season has gone for Walmart so far, how traffic is faring, and how the consumer is doing by income level. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Cramer's Morning Take: Starbucks 12/6/23

podcasts@cnbc.com (CNBC) — Wed, 6 Dec 2023 17:18:45 +0000

Jim and Jeff explain why they’re looking to add shares of Starbucks following consecutive losses. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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Amazon and Andy Jassy In Focus, $3T Apple, Cities of Success: Nashville 12/6/23

podcasts@cnbc.com (CNBC) — Wed, 6 Dec 2023 15:44:42 +0000

A wide-ranging show with Jim Cramer, David Faber and Carl Quintanilla: At Amazon headquarters, Cramer previewed his exclusive Wednesday night"Mad Money" interview with the company's CEO Andy Jassy. Jim and David discussed "Magnificent 7" stocks recently underperforming the S&P 500, while Apple returns to a $3 trillion valuation. In Nashville, Carl offered a sneak peek into the CNBC special "Cities of Success" which will premiere Wednesday night in primetime. Also in focus: Exxon Mobil and McDonald's offering game plans for growth, Starbucks' daily losing streak hits twelve, Taylor Swift named Time's Person of the Year for 2023.

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Cramer's Morning Take: Starbucks, P&G 12/5/23

podcasts@cnbc.com (CNBC) — Tue, 5 Dec 2023 16:38:05 +0000

Jim and Jeff discuss why there’s an opportunity to buy Starbucks and P&G. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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Moody's Cuts China Credit Outlook, Apple Rallies, Starbucks' Cold Brew: An 11-Day Losing Streak 12/5/23

podcasts@cnbc.com (CNBC) — Tue, 5 Dec 2023 15:43:26 +0000

Carl Quintanilla, Jim Cramer and David Faber explored what to make of the markets extending losses after the worst day for stocks in almost a month. The anchors also reacted to Moody's cutting its China credit outlook to "negative" from "stable" -- and discussed the ramifications. The "Magnificent 7" in the spotlight: Apple jumps after Morgan Stanley says a smartphone recovery is "not yet priced into shares." Also in focus: Starbucks shares' eleven-day losing streak, "Investor Day" guidance from Johnson & Johnson and CVS Health, Nokia tumbles on news of an AT&T-Ericsson network deal, the new "Grand Theft Auto" trailer gets leaked.

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Cramer’s Morning Take: Emmerson Electric 12/4/23

podcasts@cnbc.com (CNBC) — Mon, 4 Dec 2023 17:48:33 +0000

Jim and Jeff explain why they’re exiting Emmerson Electric and what they're adding in its place. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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Detour After Markets’ 5-Week Win Streak, Bitcoin Hits 20-Month High, Gold's Record Run 12/4/23

podcasts@cnbc.com (CNBC) — Mon, 4 Dec 2023 16:02:12 +0000

After five consecutive weeks of gains for the major indices, Carl Quintanilla and Jim Cramer discussed stocks moving lower, gold hitting a record intraday high and bitcoin surging past $42,000 for the first time in 20 months. Jim explained why he finds it "worrisome to see gold so high and to see bitcoin so high." Also in focus: Alaska Airlines agrees to acquire Hawaiian Airlines and pays a huge premium, Ford U.S. auto sales fall in November despite strong demand for EVs, Uber shares pop on S&P 500 inclusion, Spotify surges on layoffs, a not so "Marvel"-ous development for Disney.

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Cramer's Morning Take: Constellation Brands 12/1/23

podcasts@cnbc.com (CNBC) — Fri, 1 Dec 2023 19:19:53 +0000

Jim and Jeff explain why this Mexican beer position in the Charitable Trust may be an opportunity to buy after Goldman Sachs upgraded the stock to ‘Conviction Buy.’ Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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December and the "New Market", Musk and Tesla Go Cybertruckin', Pfizer's Weight-Loss Drug Setback 12/1/23

podcasts@cnbc.com (CNBC) — Fri, 1 Dec 2023 15:39:30 +0000

On the first trading day of December, Jim Cramer and David Faber explored what's ahead for stocks, including Jim's ideas for capitalizing on what he calls the "New Market" -- sparked by a bullish November. The anchors also discussed Elon Musk and Tesla's Cybertruck delivery event -- and what the vehicle could mean for the company and its stock. Also in focus: Pfizer shares slide on news surrounding its twice-daily obesity drug candidate, Disney brings back its dividend, Apple and Paramount reportedly discussed bundling their streaming services, Ulta surges.

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Cramer's Morning Take: Salesforce 11/30/23

podcasts@cnbc.com (CNBC) — Thu, 30 Nov 2023 18:52:03 +0000

Jim and Jeff explain why Salesforce had a great quarter following their earnings report. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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Bulls Rule In November, Salesforce Surges, Musk's X-pletive 11/30/23

podcasts@cnbc.com (CNBC) — Thu, 30 Nov 2023 15:37:45 +0000

On the final trading day of a bullish November for stocks, Carl Quintanilla, Jim Cramer and David Faber discussed what investors should make of the Fed's preferred inflation measure: Core PCE moderated in October from the previous month's year-on-year increase. Salesforce shares surged after the company raised operating margin guidance and posted a Q3 earnings beat, helped by cost-cutting measures. The anchors also reacted to comments Elon Musk made at the DealBook Summit Wednesday. Musk's message to advertisers that pulled out of his "X" social media platform: "Go f--- yourself." Also in focus: Nelson Peltz seeks two seats on Disney's board, earnings winners and losers, Ford's guidance, Abbvie to buy Immunogen for $10.1 billion, "Faber Report" on a potential Cigna-Humana deal, Chicago PMI surprise, OPEC+ agrees to an additional supply cut.

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Cramer's Morning Take: Extraordinary Market Moment 11/29/23

podcasts@cnbc.com (CNBC) — Wed, 29 Nov 2023 15:56:23 +0000

Cramer’s explains why this is an extraordinary time for the markets. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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GM CEO Mary Barra, Jamie Dimon Speaks, Remembering Charlie Munger 11/29/23

podcasts@cnbc.com (CNBC) — Wed, 29 Nov 2023 15:38:33 +0000

Carl Quintanilla, Jim Cramer and David Faber led off the show with shares of General Motors surging after the company announced a $10 billion share buyback, unveiled plans for a 33% dividend hike in 2024, and reinstated 2023 guidance. GM Chair & CEO Mary Barra joined the program to discuss it all -- as well as the challenges facing the company's Cruise autonomous car unit. The anchors also reflected on the life of legendary investor and Berkshire Hathaway Vice Chairman Charlie Munger. Warren Buffett's longtime business partner died Tuesday at the age of 99. Also in focus: Andrew Ross Sorkin's wide-ranging interviewwith JPMorgan Chase Chairman & CEO Jamie Dimon at the DealBook Summit in New York City.

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Markets and the Holiday Frenzy, China Galore, 2 Months of Falling Gas Prices 11/28/23

podcasts@cnbc.com (CNBC) — Tue, 28 Nov 2023 15:45:10 +0000

Jim Cramer and David Faber discussed what investors should make of the five-day holiday shopping frenzy -- from record online sales on Monday to why Jim says to pay close attention to brick-and-mortar retail action. China-related news in the spotlight: Fast-fashion giant Shein files for a U.S. IPO, the cost of dinner with President Xi, plus why affluent Chinese are moving their money out of their homeland. Also in focus: 60 straight days of falling U.S. gasoline prices, Zscaler slides despite an earnings beat, “Magnificent 7” watch, the Sports Illustrated-AI writer controversy, "Faber Report": U.S. Steel sale update.

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Cramer's Morning Take: Alphabet, Meta, & Amazon 11/27/23

podcasts@cnbc.com (CNBC) — Mon, 27 Nov 2023 17:11:39 +0000

Cramer’s take on the three tech giants. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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Black Friday and Beyond, Shopify's President, "Buy Now, Pay Later" Boost 11/27/23

podcasts@cnbc.com (CNBC) — Mon, 27 Nov 2023 16:10:10 +0000

Carl Quintanilla, Jim Cramer and David Faber discussed Black Friday retail report cards, including Adobe Analytics' report stating U.S. online sales hit a record high. Adobe also said "buy now, pay later" usage rose 47% from a year ago, sparking a surge in shares of Affirm. The anchors also reacted to Wall Street firms’ notes on what to expect for the remainder of the holiday shopping season. Shopify President Harley Finkelstein joined the program to discuss his company's record Black Friday, holiday season strategy and shares up more than 50% month-to-date. Also in focus: The markets' four-week win streak, 'Magnificent 7" and AI, Disney's "Wish" disappoints at the Thanksgiving box office, Activism and Crown Castle, Elon Musk visits Israeli PM Netanyahu.

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Squawk on the Street 11/24/23

podcasts@cnbc.com (CNBC) — Fri, 24 Nov 2023 15:59:10 +0000

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Sam Altman Returns to OpenAI, Nvidia Earnings Get AI Boost, Oil Slumps on OPEC+ Meeting Delay 11/22/23

podcasts@cnbc.com (CNBC) — Wed, 22 Nov 2023 15:42:38 +0000

On the final trading day before Thanksgiving, Carl Quintanilla, David Faber and Sara Eisen led off the show with new developments in the OpenAI saga and its ramifications: The ChatGPT parent said it reached an agreement in principle for Sam Altman to return as CEO, after he was ousted by the startup on Friday. OpenAI's new initial board includes former Salesforce Co-CEO Bret Taylor and former Treasury Secretary Larry Summers. The anchors also reacted to Nvidia's blowout quarter being fueled by AI, but better-than-expected guidance was tempered by its China sales forecast. Also in focus: Crude oil prices slide after OPEC and its partner nations delayed their meeting originally slated for Sunday, Deere shares take a hit despite a fiscal Q4 beat, Nordstrom's pre-Black Friday earnings, Tim Cook talks Apple succession with pop star Dua Lipa, the Thanksgiving travel rush and what has been a rough second half of the year for airline stocks.

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Cramer's Morning Take: Amazon & Danaher 11/21/23

podcasts@cnbc.com (CNBC) — Tue, 21 Nov 2023 18:03:28 +0000

Jim explains why he believes it’s not yet the time to buy more Amazon. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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Microsoft's Nadella on OpenAI Drama, Pre-Black Friday Earnings, Countdown to Nvidia's Results 11/21/23

podcasts@cnbc.com (CNBC) — Tue, 21 Nov 2023 15:29:29 +0000

Carl Quintanilla, Jim Cramer and David Faber explored the latest developments surrounding OpenAI's shakeup and firing of CEO Sam Altman. The anchors reacted to what Microsoft CEO Satya Nadella told CNBC about the ChatGPT parent. Retail earnings and the consumer also in the spotlight ahead of Black Friday: A look at why Lowe's and Best Buy shares fell and Dick's Sporting Goods was a bright spot. Also in focus: What to expect from Nvidia's after-the-bell earnings, Jeff Bezos sells Amazon shares, Chinese regulators conditionally approve the Broadcom-VMWaremerger deal, highlights of Cramer with mentalist Oz Pearlman.

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OpenAI Shakeup: Company Ousts CEO Sam Altman, Microsoft Hires Him 11/20/23

podcasts@cnbc.com (CNBC) — Mon, 20 Nov 2023 15:33:28 +0000

Carl Quintanilla, Jim Cramer and David Faber led off the show with the tumultuous shakeup at ChatGPT parent OpenAI: The startup fired Co-Founder and CEO Sam Altman, who ended up being hired by Microsoft to lead its new AI research team. The anchors explored what it all could mean for OpenAI's valuation, the company's board in the crosshairs and Microsoft stock. Also in focus: The markets aiming for a four-week win streak with Nvidia earnings due out after Tuesday's close, The CEO of GM's "Cruise" autonomous car unit resigns, one year since Bob Iger's return to Disney as CEO, Boeing jumps on Deutsche Bank's upgrade.

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CNBC SPECIAL: Disney's Wildest Ride Part 2

podcasts@cnbc.com (CNBC) — Mon, 20 Nov 2023 11:05:00 +0000

CNBC’s Alex Sherman reports on the inside story of a CEO succession plan gone awry at Disney — a cautionary tale of how good intentions clashed with ego and hubris at the highest levels of corporate America. Sherman spoke with more than two dozen people who worked closely with Disney’s last two CEOs, Bob Iger and Bob Chapek, between 2020 and 2022. His report features many never-before reported details about Chapek’s tenure, how and why he was fired, and Iger’s plan to revive Disney now that he’s CEO once again. Stick around for a special interview with CNBC’s DJ Sixsmith on Sherman’s in-depth story about Disney’s succession drama. To read the full article go to https://cnb.cx/3Pr3kEd Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

CNBC SPECIAL: Disney's Wildest Ride Part 1

podcasts@cnbc.com (CNBC) — Mon, 20 Nov 2023 11:00:00 +0000

CNBC’s Alex Sherman reports on the inside story of a CEO succession plan gone awry at Disney — a cautionary tale of how good intentions clashed with ego and hubris at the highest levels of corporate America. Sherman spoke with more than two dozen people who worked closely with Disney’s last two CEOs, Bob Iger and Bob Chapek, between 2020 and 2022. His report features many never-before reported details about Chapek’s tenure, how and why he was fired, and Iger’s plan to revive Disney now that he’s CEO once again. To read the full article go to https://cnb.cx/3Pr3kEd Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

3-Week Win Streak Watch, AMAT Slumps on Probe Report, Musk Backlash 11/17/23

podcasts@cnbc.com (CNBC) — Fri, 17 Nov 2023 15:33:52 +0000

Carl Quintanilla, Jim Cramer and David Faber explored what's ahead for the markets, with major indices on track to achieve their first three-week win streak since summer. Shares of Applied Materials down sharply: The chip equipment maker said to be the subject of a U.S. criminal probe regarding its shipments to China. The anchors also reacted to the backlash against Elon Musk after his response to an antisemitic post on X -- and IBM pulls its ads from that platform. What's at stake for Tesla? Also in focus: Gap soars on earnings, Apple reportedly delays its modem chip for the iPhone, AI roundup including Google, how low can oil prices go?

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CNBC SPECIAL: Inside Track - The Business of Formula 1 | Episode 2

podcasts@cnbc.com (CNBC) — Fri, 17 Nov 2023 11:05:00 +0000

Episode 2, Driving into the Future:

CNBC's Sara Eisen explores the strategy behind Formula 1 motor racing's expansion in the U.S. from Austin to Miami to Las Vegas. She looks at what’s in store for the sport’s future – including a new racing series for female drivers called F1 Academy, and the inaugural Las Vegas Grand Prix. It’s F1’s most ambitious race yet, where the Las Vegas Strip will become an F1 track for the first time…

Eisen goes behind the scenes to find out what it takes to build a track from scratch and how one family run business operates a kitchen from race to race across 4 continents to feed F1 teams and VIPs. CNBC gives listeners the inside track on the global sports phenomenon known as Formula 1.

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CNBC SPECIAL: Inside Track - The Business of Formula 1 | Episode 1

podcasts@cnbc.com (CNBC) — Fri, 17 Nov 2023 11:00:00 +0000

Episode 1, Formula 1 and the Liberty Era:

High speed, high tech and filled with high-flyers – CNBC Documentaries goes inside the business of Formula 1 to find out what is fueling its popularity and who is profiting. Correspondent Sara Eisen profiles the heads of several F1 racing teams, including Toto Wolff of Mercedes, Christian Horner of Red Bull and Guenther Steiner of Haas, and interviews the CEOs of Formula 1 and its owner, Liberty Media – a sports and entertainment company that purchased the league in 2017 and has made a series of bold changes. Eisen travels to some of Formula 1’s most iconic races and examines the role of brand-name sponsors.

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Cramer's Morning Take: Cisco and Palo Alto Networks 11/16/23

podcasts@cnbc.com (CNBC) — Thu, 16 Nov 2023 17:03:43 +0000

Cramer’s outlook on both tech stocks after their most recent earnings report. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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Walmart Slides Despite Q3 Beat, The Cisco Skid, Biden-Xi Summit Takeaways 11/16/23

podcasts@cnbc.com (CNBC) — Thu, 16 Nov 2023 15:56:47 +0000

Carl Quintanilla, Jim Cramer and David Faber led off the show with retail earnings and the consumer: Walmart shares fell after the company raised full-year guidance that ended up short of analyst consensus, overshadowing a Q3 beat. The anchors explored the similarities and differences between Walmart and Target – and what they mean for investors. Carl, Jim and David also reacted to Cisco shares tumbling after the Dow component cut its full-year revenue outlook. Also in focus: The summit meeting between Presidents Biden and Xi, the Chinese president's message to American CEOs, earnings winners and losers including Palo Alto Networks, Alibaba and Macy's, Morgan Stanley CEO James Gorman on inflation.

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Target Surges, Disney and Activism, Markets Extend Post-CPI Rally 11/15/23

podcasts@cnbc.com (CNBC) — Wed, 15 Nov 2023 15:41:49 +0000

Carl Quintanilla, Jim Cramer and David Faber kicked off the show with Wednesday's biggest gainer on the S&P 500:Shares of Target surged as a Q3 earnings beat and holiday quarter guidance overshadowed a sales decline. David reported that according to sources, activist investor ValueAct has taken a stake in Disney. The anchors also discussed the big post-CPI rally extending its gains, as the Producer Price Indexfell in October from the previous month. Also in focus: Biden-Xi meeting day, “Magnificent 7” moves, October retail sales decline, TJX among the earnings winners, a setback for the UAW-GM labor agreement.

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Cramer's Morning Take: P&G 11/14/23

podcasts@cnbc.com (CNBC) — Tue, 14 Nov 2023 17:27:21 +0000

Jim and Jeff explain why they think you can still buy more shares of P&G in the Charitable Trust. They also discuss why they believe any housing-related stock stands to benefit most with lower interest rates. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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Tame CPI Fuels Rally, Home Depot Beats, Biden-Xi One Day Away 11/14/23

podcasts@cnbc.com (CNBC) — Tue, 14 Nov 2023 15:27:59 +0000

Carl Quintanilla, Jim Cramer and David Faber led off the show with inflation data that sparked Tuesday's stock market rally and drop in Treasury yields. The October Consumer Price Index came in tamer than expected: Unchanged from the prior month and up 3.2% from a year ago, 4% when you strip out food and energy. Jim highlighted the "Magnificent 7" and homebuilding stocks among the big winners. Also in focus: Home Depot's Q3 beat despite a sales decline, a look ahead to Wednesday's meeting between Presidents Biden and Xi, media stocks join the rally, EV winners and losers.

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Cramer's Morning Take: Apple 11/13/23

podcasts@cnbc.com (CNBC) — Mon, 13 Nov 2023 17:55:13 +0000

Jim and Jeff discuss why they’re not thinking of selling Apple in the Charitable Trust. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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Markets' Weekly Win Streak, Wegovy Data, Boeing Moves Skyward 11/13/23

podcasts@cnbc.com (CNBC) — Mon, 13 Nov 2023 15:39:37 +0000

Carl Quintanilla, Jim Cramer and David Faber discussed the markets aiming for a third straight week of gains. Lots for investors to digest this week including retail earnings, inflation data and President Biden set to meet with China's President XI at the APEC summit in San Francisco. Also in focus: Novo Nordisk's data on anti-obesity drug Wegovy reducing risks of heart-related events, Boeing jumps and scores a $52 billion jet order from Emirates, Disney's "The Marvels" box office disappointment, automakers ramping up EV discounts.

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Win Streak Ends, "Powell Effect" In Focus, No "Power" for Stock Plummeting 35% 11/10/23

podcasts@cnbc.com (CNBC) — Fri, 10 Nov 2023 15:54:13 +0000

Carl Quintanilla, Jim Cramer and David Faber discussed the markets looking to rebound one dayafter this year's longest win streaks for the S&P 500 and Nasdaq came to an end. Hawkish comments by

Fed Chair Powell and a lackluster Treasury auction combined to spark Thursday's decline.The anchors also reacted to shares of Plug Power plunging more than 35% on a quarterly miss

and supply warning. Also in focus: Treasury Secretary Yellen meets with China's vice premier, billionaireinvestor Ron Baron on Tesla in China, rough day for Trade Desk, Diageo and luxury stocks,

market bright spots, what media pioneer John Malone toldDavid about Rupert Murdoch.

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CNBC LEADERS: John Malone 11/10/23

podcasts@cnbc.com (CNBC) — Fri, 10 Nov 2023 11:00:00 +0000

CNBC's David Faber spoke exclusively with Liberty Media Chairman, John Malone, to discuss the future of live & entertainment content, the state of streaming, sports rights, the future of ESPN and more. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Cramer's Morning Take: Disney 11/9/23

podcasts@cnbc.com (CNBC) — Thu, 9 Nov 2023 16:54:53 +0000

Jim and Jeff break down the earnings beat for Disney. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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John Malone Exclusive, Disney's Earnings Beat, Market Win Streak Watch 11/09/23

podcasts@cnbc.com (CNBC) — Thu, 9 Nov 2023 15:49:22 +0000

Carl Quintanilla, Jim Cramer and David Faber led off the show with Disney: The stock jumpedon a Q4 earnings beat, streaming subscriber growth and cost-cutting plans. David spoke exclusivelywith cable pioneer and Liberty Media Chairman John Malone. They discussed everything from Disney and the future for ESPN, to streamers in a period of "rapid transition." David also interviewed Liberty Media CEO Greg Maffei at the company's annual "Investor Day" about the business of Formula 1, sports media rights and big tech. Also in focus: The S&P 500 and Nasdaq's long win streaks, earnings winners and losers includingArm Holdings -- out with its post-IPO results.

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Cramer's Morning Take: Microsoft 11/8/23

podcasts@cnbc.com (CNBC) — Wed, 8 Nov 2023 17:33:38 +0000

Jim and Jeff explain the strength of Microsoft after it closed at a new all-time high yesterday. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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Markets Party Like It's 2021, WBD Tumbles, Waiting for Disney 11/8/23

podcasts@cnbc.com (CNBC) — Wed, 8 Nov 2023 15:30:41 +0000

Carl Quintanilla, Jim Cramer and David Faber focused on the market's upward momentum, including what's driving the S&P 500's seven-day win streak ‘

and the Nasdaq's eighth straight day of gains: The longest such streaks for both indices in two years. Microsoft posted a record closing high on Tuesday.

The anchors also discussed why shares of Warner Bros. Discovery tumbled on quarterly results, as Wall Street awaits Disney's after-the-bell earnings.

Also in focus: Mortgage rates plunge -- so do shares of Robinhood, Roblox soars, results from EV makersRivian and Lucid.

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Cramer's Morning Take: Datadog Market 11/7/23

podcasts@cnbc.com (CNBC) — Tue, 7 Nov 2023 18:39:06 +0000

Jim and Jeff discuss why they think Palo Alto will hit new breakout levels after a reported data breach at Las Vegas Sands. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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The Streak Rolls On, Uber Misses, EV Makers' Demand Challenges 11/7/23

podcasts@cnbc.com (CNBC) — Tue, 7 Nov 2023 15:34:32 +0000

Carl Quintanilla, Jim Cramer and David Faber explored tech's role in the stock market rally:The Dow and S&P 500 each looking to extend their daily win streaks to seven, while the Nasdaq aims for eight consecutive sessions of gains. Also in focus: Kashkari vs. Goolsbee, Uber's Q3 results miss estimates, D.R. Horton beats, EV makers said to be implementing discounts to shore up flagging demand, Datadog soars and lifts other cloud stocks, Netflix Co-CEO Ted Sarandos' comments on talks aimed at ending the SAG-AFTRA strike.

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Cramer's Morning Take: FOMO Trading 11/6/23

podcasts@cnbc.com (CNBC) — Mon, 6 Nov 2023 17:42:05 +0000

Jim and Jeff discuss why they’d like to add more shares to either a chemical, health-care, manufacturing, or cybersecurity stock in the Charitable Trust after taking some profit from Foot Locker last Friday. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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"Best Week" Rally, Disney Picks a New CFO, Riding the "Magnificent 7" 11/6/23

podcasts@cnbc.com (CNBC) — Mon, 6 Nov 2023 15:26:14 +0000

After the best week for the stock market so far this year, Carl Quintanilla and Jim Cramer discussed how to ride the rally's momentum. Jim highlighted the "Magnificent 7" -- including why he believes Microsoft is the best stock in the group and Tesla is destined to hit $300 per share. Also in focus: Veteran PepsiCo CFO Hugh Johnston is leaving the company to become Disney's CFO, Paramount slapped with a double downgrade, Citi mulls deep job cuts, Mark Zuckerberg's ACL tear, Bumble founder Whitney Wolfe Herd to step down as CEO.

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Cramer's Morning Take: The Fed and Jobs 11/3/23

podcasts@cnbc.com (CNBC) — Fri, 3 Nov 2023 17:54:37 +0000

Cramer’s take on the latest Fed moves and today’s jobs report. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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Hiring Cools in October, Stocks Extend Rally, Apple Falls Despite Q4 Beat 11/3/23

podcasts@cnbc.com (CNBC) — Fri, 3 Nov 2023 14:38:10 +0000

Carl Quintanilla, Jim Cramer and David Faber led off the show with market reaction to the October jobs report.Major indices extended their week-long rally and bond yields fell on news that non-farm payrolls came in smaller than expected -- up 150,000 -- while the unemployment rate ticked higher to 3.9%. The anchors also discussed Apple shares under pressure despite a Q4 earnings beat, as revenues fell for a fourth straight quarter. Also in focus: Sam Bankman-Fried found guilty on all counts in the FTX fraud trial, Acting Labor Secretary Julie Su on the jobs report and recent labor strikes,Paramount among the earnings winners, U.S. Steel as a takeover target, what Cramer told Apple CEO Tim Cook about "The Morning Show."

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Cramer's Morning Take: Starbucks 11/2/23

podcasts@cnbc.com (CNBC) — Thu, 2 Nov 2023 16:03:17 +0000

Jim and Jeff explain why they’re cautioning against selling shares of Starbucks after its earning beat led the stock to rise in morning trading. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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Market Rally and Fed Aftermath, Starbucks Surges, Gains for Lilly and Novo Nordisk 11/2/23

podcasts@cnbc.com (CNBC) — Thu, 2 Nov 2023 14:59:07 +0000

Jim Cramer and Sara Eisen discussed what to make of Wednesday's Fed decision on interest rates and comments from the central bank's chair Jerome Powell. This as bond yields fall, the Dow and S&P 500 aim for a fourth straight day of gains and the Nasdaq goes for a five-day win streak. Starbucks shares surged on better-than-expected Q4 results. Shares of anti-obesity drugmakers also saw gains: "Mounjaro" manufacturer Eli Lilly and Novo Nordisk -- the home of "Ozempic" and "Wegovy" -- posted quarterly beats. Also in focus: More earnings winners and losers, plus what to expect from Apple's after-the-bell results.

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Cramer's Morning Take: DuPont 11/1/23

podcasts@cnbc.com (CNBC) — Wed, 1 Nov 2023 15:52:40 +0000

Jim and Jeff discuss why they'd like to buy more shares of DuPont after the company shaved its full-year guidance. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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November Markets and Fed Decision, AMD's AI Message, Musk on the Cybertruck and Zuckerberg 11/1/23

podcasts@cnbc.com (CNBC) — Wed, 1 Nov 2023 14:44:52 +0000

With major indices now in the midst of a three-month losing streak, Carl Quintanilla, Jim Cramer and David Faber discussed what to expect from the markets in November –

as well as the Fed's Wednesday decision on interest rates and policy statement.AMD shares erased losses sparked by soft Q4 guidance, rebounding after CEO Lisa Su said her company is forecasting

$2 billion in AI chip sales next year. Also in focus: Treasury refunding, Tesla's Elon Musk spoke about his Cybertruck forecast and slammed both Meta's Mark Zuckerberg and X rival "Threads" on Joe Rogan's podcast,

Stanley Druckenmiller on why he was "completely wrong" about the stock market this year, Cramer's eye-opening comments about Estee Lauder shares tumbling, "Faber Report" on a potential sale of

Hulu and an update on the actors' strike against Hollywood studios and streamers.

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CAT Scratch Fever, Druckenmiller Slams Yellen, Markets Oversold? 10/31/23

podcasts@cnbc.com (CNBC) — Tue, 31 Oct 2023 15:00:53 +0000

One day after a rebound rally on Wall Street, Carl Quintanilla, Jim Cramer and David Faber discussed market reaction to earnings from the likes of Pfizer, Amgen and Caterpillar -- the biggest blue-chip decliner despite a quarterly beat. Cramer explained why he believes the markets are oversold. The anchors also reacted to billionaire investor Stanley Druckenmiller accusing Treasury Secretary Janet Yellen of what he called the “biggest blunder in the history of the Treasury." Also in focus: Apple's product launch including new chips, the World Bank's $157/barrel warning, Sarepta plummets, Pinterest surges, X's valuation plunge since Elon Musk bought Twitter.

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Cramer's Morning Take: Broadcom & Apple 10/30/23

podcasts@cnbc.com (CNBC) — Mon, 30 Oct 2023 17:15:43 +0000

Jim and Jeff say they’d buy more shares of Broadcom despite reports that its merger with an AI company may be delayed. They also discuss why they think Apple’s recent dip is not severe enough to worry about. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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Correction vs. Rally, McDonald's Beats, UAW-GM Tentative Deal 10/30/23

podcasts@cnbc.com (CNBC) — Mon, 30 Oct 2023 14:34:45 +0000

After the broader markets closed Friday's session in correction territory, Carl Quintanilla, Jim Cramer and David Faber explored what to make of Monday's rebound rally as we enter a big week: Apple joins the earnings parade, Treasury refunding, the Fed decision on rates and the key October jobs report. McDonald's shares up on better-than-expected quarterly results, helped by higher menu prices. Also in focus: General Motors becomes the last of Detroit's "Big 3" automakers to reach a tentative labor agreement with the UAW, Alphabet and Google CEO Sundar Pichai to testify in the U.S vs. Google antitrust trial, the Biden Administration's executive order on AI.

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Cramer's Morning Take: Amazon 10/27/23

podcasts@cnbc.com (CNBC) — Fri, 27 Oct 2023 17:33:07 +0000

Jim and Jeff explain the strength of Amazon after it reported its quarterly earnings. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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Amazon Surges on Earnings, Ford Misses, Inflation Watch & the Fed 10/27/23

podcasts@cnbc.com (CNBC) — Fri, 27 Oct 2023 14:46:34 +0000

Jim Cramer and David Faber capped a busy week of earnings with reaction to Amazon shares' sharp jump on better-than-expected Q3 results. The anchors explored where AWS and AI fit into the picture. Ford shares fell after a quarterly miss, including a wider loss in its EV unit. The automaker also withdrew 2023 guidance pending ratification of its tentative labor agreement with the UAW. Also in focus: Reaction to Core PCE -- the Fed's preferred inflation gauge, Intel surges, Exxon Mobil and Chevron earnings, solar stocks burned again, Chipotle's CEO take on GLP-1 drugs, Jamie Dimon's stock sale plan, Israel-Hamas war, FTX founder Sam Bankman-Fried testifies at his fraud trial.

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Meta and the "Tech Wreck", UAW-Ford Tentative Deal, Southwest and ServiceNow CEOs 10/26/23

podcasts@cnbc.com (CNBC) — Thu, 26 Oct 2023 14:43:16 +0000

Carl Quintanilla, Jim Cramer and David Faber discussed how investors should navigate the"tech wreck" on Wall Street -- with Nasdaq in correction territory, Meta shares falling despite a Q3 beat andAlphabet extending its sharp post-earnings decline. The UAW and Ford reached a tentative agreementnearly six weeks after the union began walkouts against Detroit's "Big 3" automakers. The CEOs of Southwest Airlines and ServiceNow joined the program to discuss their companies' respectivequarterly results. Also in focus: Q3 GDP at 4.9% growth, earnings winners and losers, Morgan Stanley selects Ted Pick to succeed James Gorman as CEO, Silver Lake explores taking Ari Emanuel's Endeavor private.

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Cramer's Morning Take: Tech Stocks 10/25/23

podcasts@cnbc.com (CNBC) — Wed, 25 Oct 2023 16:50:06 +0000

Jim Cramer and Jeff Marks discuss Alphabet after its latest quarterly results led the broader technology space lower. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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Big Earnings Movers: Microsoft Jumps, Alphabet Slumps, Boeing CEO Exclusive 10/25/23

podcasts@cnbc.com (CNBC) — Wed, 25 Oct 2023 14:31:03 +0000

Carl Quintanilla, Jim Cramer and David Faber led off the show with mega-tech earnings: Microsoft shares jumped on a quarterly beat while Alphabet fell sharply despite beating on the top and bottom lines. The anchors discussed how the cloud and AI made the difference in both cases. Boeing CEO Dave Calhoun joined the program to discuss his company's results - and the stock's rise in the face of a wider-than-expected Q3 loss. Also in focus: What to expect from Meta's after-the-bellresults, earnings movers including Visa and T-Mobile US, Wall Street calls on Apple, an update on the Israel-Hamas War.

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Earnings Parade Fuels Stocks: Coke, Verizon, 3M and GE Beat, RTX CEO Exclusive 10/24/23

podcasts@cnbc.com (CNBC) — Tue, 24 Oct 2023 14:43:36 +0000

Carl Quintanilla, Jim Cramer and David Faber discussed the markets rallying on a barrage of Q3 earnings reports: Coca-Cola, Verizon, 3M and General Electric among the companies exceeding estimates.Raytheon parent RTX surged after beating the street and announcing a $10 billion stock buyback program.RTX CEO Greg Hayes joined the program to discuss that news, along with developments surrounding the Israel-Hamas War and what they could mean for the defense contractor. Also in focus: General Motors beats but withdraws guidance due to the auto strike, what to expect from Microsoft and Alphabet when they report quarterly results after Tuesday's close of trading.

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Chevron and Hess CEOs on $53B Deal, 5% Yield Effect on Stocks, Apple’s Losing Streak 10/23/23

podcasts@cnbc.com (CNBC) — Mon, 23 Oct 2023 14:29:26 +0000

Carl Quintanilla, Jim Cramer and David Faber kicked off "M&A Monday" with major news out of the energy sector: Chevron to buy Hess in an all-stock transaction valued at $53 billion. Chevron CEO Mike Wirthand Hess CEO John Hess joined the anchors at Post 9 to discuss the deal. Also in focus: A new week for stocks as the 10-year yield hovers around 5%, the Israel-Hamas War, why Apple shares are on track for a seventh straight day of declines, a mega-tech earnings week ahead featuring Microsoft, Alphabet, Meta and Amazon.

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The 5% Yield Effect, Powell's Fed for Thought, Obesity Drugs: Shots for Kids? 10/20/23

podcasts@cnbc.com (CNBC) — Fri, 20 Oct 2023 14:59:04 +0000

Carl Quintanilla, David Faber and Sara Eisen explored what's ahead for the markets one day afterthe 10-year note yield hit 5% for the first time since 2007 -- and Fed Chair Powell addressed the Economic Club of New York about rates and fighting inflation. Earnings also in the spotlight, including results from American Express -- while shares of Netflix extended their rally and Tesla continued to slumpfollowing the release of their results late Wednesday. Also in focus: Novo Nordisk and Eli Lilly reportedly testing their weight loss drug shots for younger patients, PresidentBiden's $100 billion message to Congress, an update from Tel Aviv on the Israel-Hamas war.

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Tesla's Q3 Miss, Netflix Shares Surge, Powell and Yields Watch 10/19/23

podcasts@cnbc.com (CNBC) — Thu, 19 Oct 2023 14:34:10 +0000

Carl Quintanilla, David Faber and Sara Eisen led off the show with market reaction to "Big Tech" earnings.

Tesla shares fell sharply on a Q3 miss as price cuts weighed on profits. A different story for Netflix: Shares surged

on news that the streaming giant added about nine million subscribers, posted a quarterly earnings beat and

announced price hikes. The anchors also explored what to expect from Thursday's remarks by Fed Chair

Powell as the 10-year note yield continued its march toward 5%. Also in focus: The Israel-Hamas war,

Earnings winners and losers including AT&T and American Airlines, Nestle CEO and the "Ozempic effect."

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P&G's Earnings Beat, Morgan Stanley and United Slump, Nvidia on the Curbs 10/18/23

podcasts@cnbc.com (CNBC) — Wed, 18 Oct 2023 14:35:30 +0000

With the Dow in the midst of a three-day winning streak, Carl Quintanilla, Sara Eisen and Mike Santoli discussed market reaction to a number of earnings reports. Dow component Procter & Gamble received a liftfrom fiscal Q1 results,

while Morgan Stanley and United Airlines saw their shares fall sharply despite quarterly beats. Nvidia extended its losses from Tuesday -- and responded to the White House's tighter curbs on AI chip exports to China.

Citi and Morgan Stanley lowered their respective price targets on NVDA. Also in focus: Rising yields and oil prices, what to expect from Tesla and Netflix results due out after Wednesday's close of trading,

President Biden visits Israel amid its war with Hamas.

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BofA and Goldman Sachs Beat, Retail Sales Surge, Chips Slump, Starboard's Jeff Smith on News Corp. 10/17/23

podcasts@cnbc.com (CNBC) — Tue, 17 Oct 2023 14:55:00 +0000

David Faber, Sara Eisen and Mike Santoli explored what to make of Q3 earnings beats from Bank of America and Goldman Sachs.

The anchors discussed stocks falling and yields rising after September retail sales data more than doubled expectations.

Nvidia and other semiconductor stocks also under pressure, after the Biden Administration announced it is tightening curbs on AI chip exports to China. At the 13D Monitor Active-Passive Investor Summit, David interviewed Starboard Value CEO Jeff Smith about the hedge fund's call for News Corp to unlock shareholder value via spinoffs. Also in focus: President Biden set to visit Israelamid its war with Hamas.

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Big Week for Earnings, Pfizer's Warning and Rebound, Yellen on the Israel-Hamas War 10/16/23

podcasts@cnbc.com (CNBC) — Mon, 16 Oct 2023 14:39:39 +0000

Carl Quintanilla, David Faber and Sara Eisen led off the show with a look at what to expect from marketsthis week -- as earnings season ramps up and stocks move higher despite a rise in treasury yields. Pfizer also in the spotlight: The company lowered full-year guidance late Friday, citing weaker demand for itsCOVID vaccines and treatments. Why did the stock rebound? Also in focus: The Israel-Hamas war and what Treasury Secretary Yellen said about it, Charles Schwab earnings, obesity drug stocks vs. the consumer staples sector, a strong debut for Taylor Swift's concert film, David celebrates the Jets' upset of the Eagles.

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Big Banks Beat, Microsoft-Activision Deal Closes, Exclusive: BlackRock’s Larry Fink 10/13/23

podcasts@cnbc.com (CNBC) — Fri, 13 Oct 2023 14:35:47 +0000

Carl Quintanilla and Jim Cramer began the hour by breaking down quarterly results from the big banks as JPMorgan, Citi and Wells Fargo all beat earnings estimates. The anchors also discussed the Microsoft-Activision deal officially closing after the UK’s CMA gave the green light for the $69 billion transaction. After the opening bells, the desk spoke exclusively with Blackrock CEO Larry Fink, who joined the anchors on set at Post 9. BlackRock posted a rise in profits, and reached over $9 trillion in assets under management.

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SOTS+ Authentic Brands CEO Jamie Salter & Inter Miami CF Owner David Beckham 10/12/23

podcasts@cnbc.com (CNBC) — Thu, 12 Oct 2023 17:32:58 +0000

CNBC's Sara Eisen interviews Authentic Brands CEO Jamie Salter & Inter Miami CF Owner David Beckham about the partnership, Authentic’s growth, the state of retail and Beckham’s Inter Miami team. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Cramer's Morning Take: Exxon Mobil & Pioneer 10/12/23

podcasts@cnbc.com (CNBC) — Thu, 12 Oct 2023 16:45:06 +0000

Jim Cramer and Jeff Marks share their thoughts on Exxon buying a Charitable Trust name and what it means for the stock. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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Yields Rise on CPI, UAW Latest Strike, Consumer Names Report 10/12/23

podcasts@cnbc.com (CNBC) — Thu, 12 Oct 2023 15:00:34 +0000

Carl Quintanilla and Jim Cramer kicked off the program breaking down the latest inflation print, with CPI coming in hotter-than-expected for the month of September. The consumer price index increased 0.4% on the month and 3.7% from a year ago, above respective forecasts for 0.3% and 3.6%. Following the market discussion, the anchors brought in Phil LeBeau to talk the UAW launching an unexpected labor strike to one of Ford’s most profitable plants. After the opening bells, the desk also discussed the latest earnings reports from consumer names Walgreens, Domino’s, and Delta Air Lines.

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Exxon Mobil Buys Pioneer, Hotter-Than-Expected PPI, Birkenstock Goes Public 10/11/23

podcasts@cnbc.com (CNBC) — Wed, 11 Oct 2023 14:45:33 +0000

Carl Quintanilla, Jim Cramer and David Faber began the show with the biggest M&A deal of the year as Exxon Mobil agreed to buy Pioneer Natural Resources for nearly $60 billion in an all-stock merger. Exxon said its production volume in the Permian Basin would more than double to 1.3 million barrels per day once the transaction closes. The anchors then shifted to this morning’s inflation data with PPI coming in hotter than expected at 0.5% vs. the 0.3% estimate. Also in the mix: shoe maker Birkenstock made its market debut at the NYSE, after pricing at $46 per share. Should investors buy the new public company?

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Cramer's Morning Take: Bond Market vs. Stock Market 10/10/23

podcasts@cnbc.com (CNBC) — Tue, 10 Oct 2023 15:52:31 +0000

Jim Cramer and Jeff Marks compare investing in the bond market versus the stock market. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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Israel Secures Border, Pepsi Pops, More Labor Strikes? 10/10/23

podcasts@cnbc.com (CNBC) — Tue, 10 Oct 2023 14:31:44 +0000

Carl Quintanilla and Jim Cramer kicked off the hour discussing the markets trying to build on yesterday’s rally as investors continue to monitor the Israel-Hamas conflict. NBC’s Kelly Cobiella reported live from Tel Aviv with the very latest on the ground. The anchors then turned to corporate earnings as Pepsi reported before the bell. The food and beverage giant posted beats for both earnings and revenue, and raised its profit forecast. After the opening bells, they also mentioned thousands of hospitality workers in Vegas planning to picket this week, after another failed round of negotiations with the casinos.

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Cramer's Morning Take: Israel-Hamas War 10/9/23

podcasts@cnbc.com (CNBC) — Mon, 9 Oct 2023 16:32:21 +0000

Jim Cramer and Jeff Marks discuss possible implications on some portfolio holdings after the attacks on Israel over the weekend. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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Israel At War With Hamas, Safe-Haven Assets Rise, Peltz Pressures Disney 10/9/23

podcasts@cnbc.com (CNBC) — Mon, 9 Oct 2023 15:00:04 +0000

Carl Quintanilla, Jim Cramer and David Faber started the show discussing the Israel-Hamas conflict, which sent stocks lower and energy prices higher. Top gainers on the S&P 500 included defense stocks like Northrop Grumman, while the biggest laggards included travel names like United Airlines. On the corporate side, the anchors also discussed Disney and Nelson Peltz after the billionaire investor reignited his proxy battle with the media giant. Peltz’s activist firm, Trian Fund Management, plans to push for multiple seats on the board after increasing its stake in Disney to about 30 million shares, valued at roughly $2.5 billion.

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Cramer's Morning Take: Jobs Report 10/6/23

podcasts@cnbc.com (CNBC) — Fri, 6 Oct 2023 16:06:00 +0000

Jim Cramer and Jeff Marks explain the September jobs report and some Club holdings that could move based off of the economic data.Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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Blowout Sept. Jobs Report, Oil Mega Deal, More Tesla Vehicle Price Cuts 10/6/23

podcasts@cnbc.com (CNBC) — Fri, 6 Oct 2023 14:28:26 +0000

Carl Quintanilla, Jim Cramer and David Faber kicked off the hour with the September jobs report; Nonfarm payrolls rose by 336,000 for the month blowing past the consensus estimate for 170,000, which sent stocks lower and yields higher. The anchors also discussed Exxon in talks to buy Pioneer Natural Resources, in a deal that could be worth roughly $60 billion. After the bells, the anchors also discussed Tesla, which cut Model 4 and Model Y prices in the U.S. after the company reported third-quarter deliveries that missed market expectations.

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Oil Prices Plunge, The Ozempic Effect, Disney’s Dismal Run 10/5/23

podcasts@cnbc.com (CNBC) — Thu, 5 Oct 2023 14:45:34 +0000

Carl Quintanilla, Jim Cramer and David Faber began the hour by breaking down the drop in oil prices. WTI crude came off its worst day of 2023, and touched its lowest price since August. The anchors then shifted to weight loss drugs, with the Walmart U.S. CEO saying he’s seeing a “slight pullback” for certain food products because of Ozempic and other products. After the bell the anchors also mentioned Disney’s tough run, with shares dipping back below $80, its lowest level since Oct. 2014.

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Rates Rock Stocks, Apple Downgraded, Largest-Ever U.S. Healthcare Strike 10/4/23

podcasts@cnbc.com (CNBC) — Wed, 4 Oct 2023 14:28:20 +0000

Carl Quintanilla, Jim Cramer and David Faber started the show discussing stocks trying to bounce back after the Dow suffered its worst day since March with Treasury yields still hovering around multi-year highs. The group also hit Apple, which got downgraded to “sector weight” at KeyBanc; The firm cited high valuations and concerns over soft growth in the United States as the main catalysts behind its call. Apple shares are down double digits over the past 3-months, is now a good time to get in? After the opening bells, the anchors also talked about more than 75,000 Kaiser Permanente workers going on strike, amid a simmering dispute over staffing levels.

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Yields Spike, Sam Bankman-Fried Trial Begins, Nadella Testifies 10/3/23

podcasts@cnbc.com (CNBC) — Tue, 3 Oct 2023 14:44:34 +0000

David Faber and Jim Cramer began the hour by discussing the spike in yields, with the 10-year and 30-year Treasury yields touching their highest levels since 2007. They also hit Cleveland Fed President Loretta Mester speaking out on Central Bank policy, arguing that one more U.S. rate hike may be needed in 2023. The anchors then shifted to the criminal trial of Sam Bankman-Fried beginning today; Bankman-Fried faces 7 counts of conspiracy and fraud over the collapse of FTX. Staying with court cases, Faber and Cramer also broke down the latest in the federal antitrust case against Google, a day after Microsoft CEO Satya Nadella testified in court on how hard it is to break into search.

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Q4 Kicks Off, Tesla Deliveries, Live: Kellanova CEO 10/2/23

podcasts@cnbc.com (CNBC) — Mon, 2 Oct 2023 15:07:15 +0000

Carl Quintanilla, Sara Eisen and David Faber began the hour by breaking down the markets for Q4, with all major indices coming off their first negative quarter of 2023. The anchors also reacted to Bill Ackman’s comments, who told CNBC that the Fed is probably done raising rates and that he believes “the economy is starting to slow.” Phil LeBeau also joined the show to talk Tesla; the company reported Q3 delivery numbers of 435,059, slightly below estimates. Also in the mix: Kellogg’s snack spinoff Kellanova began trading at the NYSE; CEO Steve Cahillane joined the anchors live at Post 9 to discuss the new company.

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Squawk on the Street+ Citigroup CEO Jane Fraser

podcasts@cnbc.com (CNBC) — Fri, 29 Sep 2023 16:55:28 +0000

In this CNBC exclusive, Citigroup CEO Jane Fraser joins Sara Eisen to discuss the vision behind splitting Citi into five business units, whether layoffs are part of the restructuring plan, and how the company intends to unlock more value.

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Cramer's Morning Take: Micron, Nike, & Oil 9/29/23

podcasts@cnbc.com (CNBC) — Fri, 29 Sep 2023 16:38:02 +0000

Cramer and Jeff discuss turning the page on September and what’s ahead for the markets.Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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Squawk on the Street 9/29/23

podcasts@cnbc.com (CNBC) — Fri, 29 Sep 2023 15:16:01 +0000

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Squawk on the Street+ Ray Dalio 09/28/23

podcasts@cnbc.com (CNBC) — Fri, 29 Sep 2023 10:00:00 +0000

CNBC’s Squawk On The Street Anchor Sara Eisen talks with Bridgewater Founder Ray Dalio about the looming debt crisis in the U.S., geopolitical tensions between the U.S. and China, what should be a part of everyone’s portfolio and rumors of his potential return to Bridgewater. Sara Eisen spoke with Dalio at the Managed Funds Association’s Investment Leadership Dinner where he received the MFA Investment Leadership Award. Record date 9/27/23.

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Cramer's Morning Take: Market Seasonality 9/28/23

podcasts@cnbc.com (CNBC) — Thu, 28 Sep 2023 16:25:29 +0000

Cramer and Jeff on market seasonality and staple stocks.Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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The Yield Signal for the Markets, Micron CEO Exclusive, The Obesity Drug Makers' Rally 9/28/23

podcasts@cnbc.com (CNBC) — Thu, 28 Sep 2023 14:52:57 +0000

Carl Quintanilla, Jim Cramer and David Faber discussed the impact of rising yields on the markets. When would it be time to get bullish? You'll want to hear Jim's answer to that question. Micron CEO Sanjay Mehrotra joined the program exclusively: A lively discussion about chip maker's Q4 results -- and the guidance that weighed on the stock. Also in focus: The 2023 rally for obesity and diabetes drug makers Novo Nordisk and Lilly -- as prescriptions for weight-loss medications surge, what to expect from Nike's after-the-bell earnings, JetBlue's revenue warning, an update on Cleveland-Cliffs' takeover bid for U.S. Steel.

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Cramer's Morning Take: Government Shutdown & Auto Strikes 9/27/23

podcasts@cnbc.com (CNBC) — Wed, 27 Sep 2023 14:52:48 +0000

Cramer gives his thoughts on how a possible government shutdown and ongoing auto worker strikes might affect the markets. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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Morning After the Sell-off, FTC vs. Amazon, 30 Years of David Faber 9/27/23

podcasts@cnbc.com (CNBC) — Wed, 27 Sep 2023 14:50:12 +0000

Carl Quintanilla, Jim Cramer and David Faber explored what's ahead for the markets after Tuesday's sell-off put the S&P 500 and Nasdaq on track for their worst monthly performance since December 2022. The anchors reacted to what FTC Chair Lina Khan told CNBC about the agency's lawsuit against Amazon, which alleges the company illegally wields monopoly power. Also in focus: UAW strikes continue while Hollywood writers end their walkout, Costco earnings, Target's theft problem, Nvidia CEO's connection with Denny's, a celebration of David's 30th anniversary at CNBC -- featuring a special guest.

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Cramer's Morning Take: 9/26/23

podcasts@cnbc.com (CNBC) — Tue, 26 Sep 2023 15:35:17 +0000

Jim Cramer and Jeff Marks discuss buying opportunities during the current market downturn.Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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Yields and the Market Slump, Dimon on Rates, Pres. Biden and the UAW Strike 9/26/23

podcasts@cnbc.com (CNBC) — Tue, 26 Sep 2023 14:38:01 +0000

Carl Quintanilla, Jim Cramer and David Faber discussed the stock market under pressure: Higher yields in the spotlight amid Fed rate hike expectations. Cramer explained why the 20-year bond yield should be on investors' radar. The anchors reacted to what JPMorgan Chase CEO Jamie Dimon told CNBC about the road ahead for rates. Also in focus: President Biden's trip to Michigan to join UAW members on the picket lines, new developments surrounding AI, Apple senior executive Eddy Cue to take the stand in the Google antitrust trial, the market action involving makers of obesity drugs.

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Markets' Losing Streak, Amazon's $4B Bet on AI, Writers-Hollywood Studios Tentative Deal 9/25/23

podcasts@cnbc.com (CNBC) — Mon, 25 Sep 2023 14:29:10 +0000

Carl Quintanilla, Courtney Reagan and Mike Santoli kicked off the final week of September and Q3

with a look at the markets: Major indices trying to avoid a five-day losing streak.

Canaccord Genuity strategist Tony Dwyer joined the conversation. Amazon confirmed it plans to invest

up to $4 billion in a startup rival to OpenAI. On the labor front: Media stocks rose after the Writers Guild

and Hollywood studios announced a tentative agreement that could end a months-long strike, while the

UAW's strike against Detroit automakers entered a second week. Also in focus, consumer and health-related

stocks under pressure, Meta's chatbot push, Citi CEO's overhaul message, a Taylor Swift sighting on NFL Sunday.

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After the Sell-off: Cramer's Six Reasons, iPhone 15 Hits Stores, UAW Deadline 9/22/23

podcasts@cnbc.com (CNBC) — Fri, 22 Sep 2023 14:57:27 +0000

Carl Quintanilla, Jim Cramer and David Faber led off a busy program with markets after the worst day for the S&P 500 since March. Jim explained why he believes the markets are too negative and outlined the six reasons investors are selling stocks. The anchors also discussed what to make of the Apple iPhone 15 launch in stores worldwide. Also in focus: Deadline day for the UAW as it considers expanding its strikes against Detroit's "Big 3" automakers, Microsoft clears a key hurdle for its deal to acquire Activision, new stocks slump: Arm, Instacart and Klaviyo hovering around their respective IPO prices after strong opening day gains.

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Cisco and Splunk CEOs on $28B Deal, Markets' Post-Fed Pain, Murdoch Steps Down 9/21/23

podcasts@cnbc.com (CNBC) — Thu, 21 Sep 2023 14:43:58 +0000

Carl Quintanilla, Jim Cramer and David Faber led off the show with Cisco agreeing to acquire Splunk for $28 billion or $157 per share in cash. Cisco CEO Chuck Robbins and Splunk CEO Gary Steele joined the program to discuss where AI and security fit into the deal. The anchors also discussed markets under pressure after the Fed stood pat on rates Wednesday -- but policymakers wouldn't rule out further hikes. Media also in the spotlight: Rupert Murdoch said he is stepping down as chairman of News Corp. and Fox Corp. Sources told David that Hollywood studios and the Writers Guild are near an agreement that would end the union's months-long strike. Also in focus: FedEx jumps on earnings and full-year profit guidance, plus a look at why shares of WWE and UFC parent TKO Group fell into "smackdown" mode.

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Cramer's Morning Take: Fed Preview & Amazon 9/20/23

podcasts@cnbc.com (CNBC) — Wed, 20 Sep 2023 15:57:10 +0000

Jim Cramer and Jeff Marks discuss this week’s volatile market ahead of the Federal Reserve’s interest rate announcement and news conference today. Jim also explains why he thinks Amazon is a buy at these levels amid the company’s holiday hike of employees.Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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Fed Decision Day, BofA Sees S&P 4600, Apple and Goldman Planned iPhone Stock Trading Feature 9/20/23

podcasts@cnbc.com (CNBC) — Wed, 20 Sep 2023 14:46:34 +0000

Carl Quintanilla, Jim Cramer and David Faber discussed what to expect from Wednesday's Fed rate decision, as well as what Fed Chair Powell and his fellow policymakers might say about the road ahead. The anchors also reacted to Bank of America raising its year-end S&P 500 target to 4600 from 4300. Sources told CNBC that Apple and Goldman Sachs had planned a stock trading feature for the iPhone -- until the markets turned south last year. Also in focus: Goldman in advanced talks to sell its GreenSky consumer lending unit, Cramer's take on peak oil, J.P. Morgan says to "Sell" Dollar General, marketing automation company Klaviyo followsInstacart and Arm into the IPO waters with a Wall Street debut.

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Cramer's Morning Take: Disney 9/19/23

podcasts@cnbc.com (CNBC) — Tue, 19 Sep 2023 16:11:46 +0000

Jim Cramer and Jeff Marks discuss how Club members can stay the course during this historically poor month for the market. Jim also explains why now is a good time to buy Disney while the stock is down.Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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Waiting for the Fed, Instacart's IPO Day and $9.9B Valuation, Disney's Double 9/19/23

podcasts@cnbc.com (CNBC) — Tue, 19 Sep 2023 14:44:08 +0000

Interest rates in the spotlight: Carl Quintanilla, Jim Cramer and David Faber discussed stocks under pressure

as the Fed kicks off its two-day policy meeting. The anchors also explored the state of the IPO market: Instacart

heads into its Wall Street debut with a valuation of about $10 billion, while Arm shares fell for a third straight day after

surging in itsreturn to the public markets last week. Also in focus: Disney doubles investment in its parks business

and ABC to air additional "Monday Night Football" games because of the Hollywood strikes, what Oracle CEO Safra Catz

told Cramer about AI, UAW's message to Detroit’s Big 3 as its strike against Ford, GM and Stellantis enters day five.

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CNBC LEADERS: Ken Griffin 9/19/23

podcasts@cnbc.com (CNBC) — Tue, 19 Sep 2023 10:00:00 +0000

CNBC's Sara Eisen sits down for an exclusive with Citadel CEO & Founder Ken Griffin for a wide-ranging interview to discuss a variety of important, hard-hitting financial topics including the market & the Fed, whether Griffin will be backing Governor Ron DeSantis as a presidential candidate and his thoughts on the new movie, "Dumb Money," about the meme stock phenomenon.

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Cramer's Morning Take: Fed Decision Looms 9/18/23

podcasts@cnbc.com (CNBC) — Mon, 18 Sep 2023 16:34:08 +0000

Jim Cramer and Jeff Marks discuss the market ahead of the Federal Reserve’s meeting this Wednesday.Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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Markets and Fed Decision Week, UAW Strike Day 4, Apple iPhone 15 Demand in China 9/18/23

podcasts@cnbc.com (CNBC) — Mon, 18 Sep 2023 14:34:19 +0000

Carl Quintanilla, Jim Cramer and David Faber explored a new week for the markets, as investors await Wednesday's Fed decision on interest rates. The anchors engaged in a wide-ranging discussion about the impact of the United Auto Workers' strike against Detroit's Big 3 automakers, now entering day four.

Phil LeBeau joined the conversation while reporting from a picket line in Toledo, Ohio. Also in focus:Apple reportedly witnessing strong iPhone 15 demand in China, Tim Cook on the "Vision Pro" headset, cyberattack impact on Clorox, Tesla said to be in EV factory talks with Saudi Arabia, a slew ofupgrades and downgrades.

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Cramer's Morning Take: Adobe & Oracle 9/15/23

podcasts@cnbc.com (CNBC) — Fri, 15 Sep 2023 16:28:54 +0000

Jim Cramer and Jeff Marks discuss Adobe and Oracle's partnership with Microsoft. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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UAW Strikes Against Detroit's Big 3, Arm Holdings Day 2, No AI Jump for Adobe 9/15/23

podcasts@cnbc.com (CNBC) — Fri, 15 Sep 2023 15:13:58 +0000

Carl Quintanilla, David Faber and Sara Eisen focused on the United Auto Workers going on a historic strike against Detroit's "Big 3" automakers: Ford, General Motors and Stellantis -- the parent of Chryslerand Jeep. The anchors discussed the ripple effects with Phil LeBeau, who spoke with GM CEO Mary Barraabout the strike and was on the ground at picket lines in Michigan. Also in focus: Arm Holdings' 25% jump on its IPO day Thursday and what it could mean for Instacart, what Citadel's Ken Griffin told Sara about the markets, Adobe shares fell despite a quarterly beat and the company touting AI, buzz surrounding Disney and potential bidders for ABC.

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Cramer's Morning Take: Amazon 9/14/23

podcasts@cnbc.com (CNBC) — Thu, 14 Sep 2023 15:05:43 +0000

Cramer explains why Amazon’s stock has been “incredible”.Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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Exclusive: SoftBank's Masayoshi Son and Arm CEO on the Biggest IPO of 2023 9/14/23

podcasts@cnbc.com (CNBC) — Thu, 14 Sep 2023 14:50:30 +0000

Carl Quintanilla, Jim Cramer and David Faber covered all of the bases surrounding Arm Holdings' much-anticipated

IPO - the biggest of 2023. The SoftBank-owned chip designer listed on the Nasdaq and priced its offering at $51 per share

-- the top of the expected range -- giving Arm a valuation of $54.5 billion. David spoke exclusively with SoftBank founder

and CEO Masayoshi Son and Arm CEO Rene Haas about theirexpectations for the chip company, including its business in China.

The anchors also explored what Arm's return to the public marketsmeans for the IPO landscapeand AI players including Nvidia.

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Cramer's Morning Take: Rate Hikes & Oracle 9/13/23

podcasts@cnbc.com (CNBC) — Wed, 13 Sep 2023 14:47:11 +0000

Jim Cramer and Jeff Marks discuss today’s CPI number, what it means for possible Fed rate hikes, and the latest on Oracle.Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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Inflation Watch, Apple iPhone 15 Reaction, Big Tech CEOs at Capitol Hill AI Forum 9/13/23

podcasts@cnbc.com (CNBC) — Wed, 13 Sep 2023 14:40:02 +0000

Carl Quintanilla, Jim Cramer and David Faber led off the show with reaction to AugustCPI data ahead

of next week's Fed decision on interest rates. The anchors explored how gasoline prices, retail and housing fit

into the market picture. They also discussed Wall Street analysts'new calls on Apple followingits product launch

event including thenew iPhone 15 lineup. Also in focus: Major tech CEOs including Elon Musk, Mark Zuckerberg and

Jensen Huang arrive on Capitol Hill for an AI forum with lawmakers, what Salesforce CEO Marc Benioff told Cramer about AI,

the UAW and Detroit's "Big 3" automakers continue negotiations as a strike deadline looms.

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Cramer's Morning Take: Oracle 9/12/23

podcasts@cnbc.com (CNBC) — Tue, 12 Sep 2023 16:09:56 +0000

Jim Cramer and Jeff Marks discuss Oracle and why you should buy some now on a post-earnings drop. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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Oracle Slumps, Apple iPhone 15 Watch, Ari Emanuel on WWE + UFC = TKO 9/12/23

podcasts@cnbc.com (CNBC) — Tue, 12 Sep 2023 14:34:20 +0000

Carl Quintanilla, Jim Cramer and David Faber led off the show with shares of Oracle slumping on a quarterly revenue miss and sales guidance below analyst estimates. The anchors discussed where the company fits in the AI landscape. They also previewed Tuesday's much-anticipated Apple product event -- and the expected launch of the new iPhone 15. Endeavor CEO Ari Emanuel and COO Mark Shapiro spoke exclusively to David about closing the WWE-UFC deal to form sports entertainment firm TKO Group. They also discussed television rights, the Hollywood strike, PGA-LIV golf and who won the cable fee standoff: Disney or Charter?

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Cramer's Morning Take: The Future of AI 9/11/23

podcasts@cnbc.com (CNBC) — Mon, 11 Sep 2023 16:05:13 +0000

Jim Cramer attends the Dreamforce Conference and talks with Jeff Marks about the future of AI. Plus, Jim previews the August CPI report set to come out this Wednesday. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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Tesla "AI Mojo" Upgrade, Qualcomm-Apple Chip Deal, A Busy Market Week 9/11/23

podcasts@cnbc.com (CNBC) — Mon, 11 Sep 2023 14:51:43 +0000

Carl Quintanilla,Jim Cramer and David Faber reacted to market-moving news out of the tech sector: Tesla was named a "top pick" by

Morgan Stanley analyst Adam Jonas, who upgraded the stock to "Overweight" and hiked his price target to $400 from $250.

Jonas said he believed Tesla's "Dojo" supercomputer will unlock the company's "AI mojo." Qualcomm shares jumped on

news of its deal to supply Apple with 5G chips until 2026. In San Francisco, Cramer discussed what he's expecting from

Salesforce's "Dreamforce" conference beginning Tuesday. The anchors also explored what will be a busy week of developments for

the markets to digest -- including key inflation data, Apple's expected iPhone 15 launch and a potential UAW strike against Detroit automakers.

The NYSE and Nasdaq each observed a moment of silence, honoring the victims of 9/11 on the 22nd anniversary of the terror attacks

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Tech’s Tough Week, Reaction to Apple's Two-Day Slump, Goldman Sachs CEO Exclusive 9/8/23

podcasts@cnbc.com (CNBC) — Fri, 8 Sep 2023 14:57:41 +0000

Carl Quintanilla and Jim Cramer wrapped up a holiday-shortened week with a look ahead for themarkets, especially in the tech sector. The Nasdaq entered Friday’s session in the midst of a four-day losing streak. The anchors reacted to Wall Street analyst notes about Apple shares falling 6% over two days -- in wake of headlines surroundingChina and the iPhone. Also in focus: David Faber's exclusive interview with Goldman Sachs CEO David Solomon, the United Auto Workers called General Motors 10% wagehike offer "insulting" ahead of next week's strike deadline, used car price inflation data, the Disney-Chartercable fee standoff, the Lions-Chiefs NFL season opener.

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Cramer's Morning Take: “Negative” market & Apple 9/8/23

podcasts@cnbc.com (CNBC) — Fri, 8 Sep 2023 14:55:45 +0000

Jim Cramer and Jeff Marks discuss the current “negative” market and the latest on Apple ahead of next week’s iPhone 15 launch. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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CNBC Exclusive: Goldman Sachs CEO David Solomon 9/7/23

podcasts@cnbc.com (CNBC) — Thu, 7 Sep 2023 20:58:14 +0000

In this exclusive interview, "Squawk on the Street" co-anchor David Faber spoke with Goldman Sachs CEO David Solomon at the Goldman Sachs Communacopia & Technology Conference in San Francisco, CA. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Cramer's Morning Take: Apple 9/7/23

podcasts@cnbc.com (CNBC) — Thu, 7 Sep 2023 17:09:14 +0000

Jim Cramer and Jeff Marks discuss why they remain bullish on Apple ahead of its annual new product launch event on Tuesday and despite reports of its products being banned in China. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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Tech Tumbles: Apple Extends Stock Slump on Reports of a China Government iPhone Ban 9/7/23

podcasts@cnbc.com (CNBC) — Thu, 7 Sep 2023 14:42:58 +0000

Carl Quintanilla, Jim Cramer and David Faber led off the show with Apple extending this week's losses: Shares hurt by published reports stating China plans to broaden its ban of iPhone usage by government officials. The anchors explored whether now is the time to buy mega-tech names, as the Nasdaq entered Thursday's session in the midst of a three-day losing streak. At the Goldman Sachs "Communacopia" conference in San Francisco, David highlighted comments made at the event by Warner Bros. Discovery CEODavid Zaslav. Also in focus: Crude oil's nine-session win streak, the streaming wars as the NFL season kicks off, auto industry labor strife, Boeing's 737 MAX delivery guidance, CNBC's "Fast Money" rings the Nasdaq opening bell.

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Cramer's Morning Take: Rising Oil Prices 9/6/23

podcasts@cnbc.com (CNBC) — Wed, 6 Sep 2023 15:58:57 +0000

Jim Cramer and Jeff Marks discuss why the market hasn’t been able to keep up the momentum of August’s gains. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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Live from Goldman’s Communacopia, Regulatory Headwinds, AI Market “Skyrocketing” 9/6/23

podcasts@cnbc.com (CNBC) — Wed, 6 Sep 2023 14:43:51 +0000

Carl Quintanilla and Jim Cramer began the show from the NYSE while David Faber joined the crew live from Goldman’s tech & media conference in San Francisco, California. At the conference, AMD CEO Lisa Su spoke on a panel saying the demand for AI semiconductors remained strong, adding that the market is “skyrocketing.” The anchors then turned to the broader markets with the major indices headed towards another day of losses. How should investors play this volatile market environment? Also in focus: The WSJ reported that the FTC could file an antitrust suit against Amazon at the end of the month, after Amazon officials did not offer concessions to the FTC to pursue a settlement over antitrust claims.

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Cramer's Morning Take: Interest Rates 9/5/23

podcasts@cnbc.com (CNBC) — Tue, 5 Sep 2023 16:24:31 +0000

Jim Cramer and Jeff Marks discuss why interest rates going higher is driving the market down. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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September Swoon? Arm Roadshow, Warner Bros. Discovery’s Warning 9/5/23

podcasts@cnbc.com (CNBC) — Tue, 5 Sep 2023 14:24:51 +0000

Carl Quintanilla and Jim Cramer began the show by breaking down the broader markets on the shortened week of trading. The anchors also reacted to Federal Reserve Governor Christopher Waller telling CNBC that the markets are coming off “a hell of a good week of data” that will buy the central bank some time on policy decisions. Additionally, the desk hit Arm Holdings, which kicked off its IPO roadshow and submitted an updated filing for its upcoming listing, setting a price range between $47 and $51. Also in the mix: Warner Bros. Discovery warned that it is expecting to take a $300 million to $500 million profit hit from the ongoing Hollywood strike.

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NEC Director Brainard on Jobs Report, Retail Rollercoaster, Disney-Charter Showdown 9/1/23

podcasts@cnbc.com (CNBC) — Fri, 1 Sep 2023 14:58:50 +0000

On the first trading day of September, Carl Quintanilla, Leslie Picker and Mike Santoli led off the show with the August employment report. It showed job creation and the unemployment rate came in in higher-than expected last month, while non-farm payrolls growth was downwardly revised for June and July. National Economic Council Director and former Fed vice chair Lael Brainard joined the program with White House reaction to the numbers and her take on inflation. Veteran strategist Ed Yardeni shared his expectations for the markets this month. Also in focus: Lululemon's earnings beat, Walmart's all-time high, Dollar General's downgrade parade, the FTC/Amgen-Horizon Therapeutics settlement, Disney-Spectrum/Charter carriage dispute, Dell surges, Barry Diller slams Netflix.

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Last Trading Day of August, Fed Inflation Watch, Salesforce's AI Boost 8/31/23

podcasts@cnbc.com (CNBC) — Thu, 31 Aug 2023 14:09:15 +0000

On the final trading day of August, Carl Quintanilla and Sara Eisen explored market reaction to the Fed's preferred inflation gauge -- Core PCE -- coming in as expected but a tick higher in July. This as the major indices entered Thursday's session in the midst of a four-day win streak, but on track for a negative month. Shares of Salesforce surged on quarterly results and guidance above analyst forecasts, getting a lift from AI. Also in focus: The July consumer spending jump, Dollar General tumbles on an earnings miss and lowered guidance, Shopify-Amazonpartnership, Sara's exclusive with Authentic Brands CEO Jamie Salter, why movie stocks are getting a boost from Taylor Swift.

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ADP Report Shows Labor Market Cooling, Adam Parker's Market Message, Commerce Sec. Exclusive 8/30/23

podcasts@cnbc.com (CNBC) — Wed, 30 Aug 2023 15:03:31 +0000

With major indices aiming for a fourth straight day of gains, Carl Quintanilla and David Faber discussed market reaction to key economic reports: ADP data show jobs growth cooled in Julywhile Q2 GDP and PCE inflation gauge were revised lower - fueling investor hopes that the Fed could stand pat on interest rates in September. Trivariate Research founder Adam Parker offered his take on the markets,including Nvidia's post-earnings stock moves and the AI trade. Also in focus: Commerce Secretary Gina Raimondo spoke exclusively to CNBC about her visit to China, Hurricane Idalia makes landfall in Florida, Apple's September 12 product event, HP Inc. and Ambarella shares tumble.

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Navigating a Tough August, Commerce Secretary in China, White House Selects Drugs for Medicare Price Negotiations 8/29/23

podcasts@cnbc.com (CNBC) — Tue, 29 Aug 2023 15:02:13 +0000

Carl Quintanilla, David Faber and Mike Santoli discussed the markets' road ahead: The Nasdaq headed into Tuesday with gains in five of the last six session, but still on track for its worst month of the year along with the S&P 500. Commerce Secretary Gina Raimondo headed to Shanghai after meeting with China's vice premier. Eunice Yoon reported from the high-speed train in which the secretary was traveling. Also in focus: The Biden Administration unveiled its list of drugs selected for Medicare price negotiations, Best Buy's earnings beat, Verizon and AT&T upgraded, Alphabet trades near 2023 highs, Nvidia's post-earnings moves and AI, what Amazon CEO Andy Jassy reportedly told remote workers about returning to the office.

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Nvidia and a New Market Week, Commerce. Sec. in China, 3M Jumps On Settlement Reports 8/28/23

podcasts@cnbc.com (CNBC) — Mon, 28 Aug 2023 15:03:03 +0000

Carl Quintanilla and David Faber kicked off a new market week after a Friday in which the Dow posted its best day in about three weeks and Fed Chair Powell delivered his Jackson Hole speech. What should investors make of Nvidia erasing last week's gains from its blowout quarter? Also in focus: Commerce Secretary Raimondo's visit to China and that country's moves to boost its capital markets, 3M shares up sharply on reports the company is near a $5.5 billion settlement related to its earplugs, the FTC pauses its challenge to Amgen's $27 billion deal to acquire Horizon Therapeutics.

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Powell Jackson Hole Day, Markets After the Sell-off, Wild Retail Week and the Theft Effect 8/25/23

podcasts@cnbc.com (CNBC) — Fri, 25 Aug 2023 14:45:06 +0000

Carl Quintanilla, Courtney Reagan and Mike Santoli focused on what investors could expect from the Fed Chair Jerome Powell at the Fed symposium in Jackson Hole, Wyoming. Friday's event comes one day after a Wall Street sell-off which erased gains sparked by Nvidia's blowout quarter. Retail back in the spotlight and capping a volatile week for the sector: Gap posted mixed quarterly results, while shares of Nordstrom fell despite a quarterly earnings beat. The company said losses due to theft were historic. Also in focus: Sara Eisen's rare interview with the CEOs of Simon Property Group and Authentic Brands, along with the executive chair of Sheinabout a new fast-fashion retail partnership involving the Forever 21 chain.

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Cramer's Morning Take: Nvidia 8/24/23

podcasts@cnbc.com (CNBC) — Thu, 24 Aug 2023 16:27:58 +0000

Jim Cramer and Jeff Marks break down results from Nvidia and preview the annual Federal Reserve meeting tomorrow at Jackson Hole. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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AI Boosts Nvidia's Blowout Quarter, Powell One Day Away, T-Mobile US To Cut 5,000 Jobs. 8/24/23

podcasts@cnbc.com (CNBC) — Thu, 24 Aug 2023 14:39:56 +0000

Carl Quintanilla, Jim Cramer and David Faber engaged in a wide-ranging discussion about

Nvidia: Shares surged to a record high on the company's blowout quarter and raised guidance due

strong demand for AI chips. The future for interest rates also in the spotlight, as investors brace for

Fed Chair Jerome Powell's Jackson Hole speech on Friday. Also in focus: T-Mobile US plans to lay

off 5,000 employees, supplier defect weighs on Boeing, Dollar Tree's turn to experience retail pain,

Snowflake's earnings beat.

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Cramer's Morning Take: Foot Locker 8/23/23

podcasts@cnbc.com (CNBC) — Wed, 23 Aug 2023 16:20:42 +0000

Jim Cramer and Jeff Marks share a lesson for Club members after Foot Locker plummets following their latest earnings report. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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Foot Locker Joins Retail Rout, Nvidia Countdown, Peloton Plummets 8/23/23

podcasts@cnbc.com (CNBC) — Wed, 23 Aug 2023 14:56:18 +0000

Carl Quintanilla, Jim Cramer and David Faber began the show with a look at more pain for the retail sector: Foot Locker shares plunged after the company posted a revenue miss, slashed guidance and paused its dividend. That news coming one day after the worst session ever for shares of Dick's Sporting Goods -- and Nike extended its daily losing streak to nine. Also in focus: What to expect from Nvidia's after-the-bell earnings, Peloton shares plummet to record lows as results and guidance disappoint Wall Street, Abercrombie soars, Teamsters approve UPS contract, Toll Brothers lifts homebuilders.

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Cramer's Morning Take: Danaher 8/22/23

podcasts@cnbc.com (CNBC) — Tue, 22 Aug 2023 15:44:56 +0000

Jim Cramer and Jeff Marks lay out what Club members should look for when buying stocks as the S&P Oscillator shows oversold conditions and why they are adding Danaher to the portfolio. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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Retail's Wild Ride, Microsoft's New Pitch to UK on Activision Deal, Arm's IPO Filing 8/22/23

podcasts@cnbc.com (CNBC) — Tue, 22 Aug 2023 14:31:24 +0000

Carl Quintanilla, Jim Cramer and David Faber led off the show with a look at retail earnings. Lowe's and Macy's beat on the bottom line, but shares of Dick's Sporting Goods tumbled after the company posted a big miss on profits and slashed guidance. The anchors explored the impact of theft and inventoryissues on the retail landscape. Also in focus: Microsoft's new Activision deal proposal to UK regulators, Softbank-owned chip designer Arm files to go public with an IPO many expect to be the biggest of 2023, Nvidia's new all-time high ahead of quarterly results due out after Wednesday's close of trading.

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Cramer's Morning Take: Palo Alto Networks 8/21/23

podcasts@cnbc.com (CNBC) — Mon, 21 Aug 2023 15:28:57 +0000

Jim Cramer and Jeff Marks discuss what stocks are in good position to be bought with the S&P Oscillator showing oversold market conditions. Plus, Jim breaks down the latest earnings report from Palo Alto Networks and what it means for the company’s near-term outlook. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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Powell and Nvidia Lead Big Market Week, China Trims Key Rate, Palo Alto Surges 8/21/23

podcasts@cnbc.com (CNBC) — Mon, 21 Aug 2023 14:47:30 +0000

With stocks on track for their worst month since December 2022, Carl Quintanilla, Jim Cramer and David Faber highlighted what to expect from two big events this week: Fed Chair Jerome Powell's speech at the Jackson Hole symposium on Friday, plus Nvidia's after-the-bell earnings due out Wednesday. The anchors also reacted to China's central bank cutting a key interest rate, but the move was more modest than many expected. Also in focus: Palo Alto Networks surged on its earnings report released after Friday's closeof trading. UK regulators approve the Broadcom-VMWare merger deal, Tesla looks to snap a six-session losing streak.

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Bears Tighten Grip, Apple and the Mega-Tech Correction, Bloomin' Activism 8/18/23

podcasts@cnbc.com (CNBC) — Fri, 18 Aug 2023 14:57:16 +0000

Carl Quintanilla, Sara Eisen and Mike Santoli explored what to make of the August market slump: The S&P 500 and Nasdaq on track for a third consecutive weekly decline. Apple entered Friday's session down 11% percent month-to-date, leading the mega-cap correction along with Microsoft, Nvidia and Meta. On the activist front, Starboard Value confirmed it has amassed a nearly 10% stake in Outback Steakhouse parent Bloomin' Brands. Also in focus: China property woes and Evergrande's bankruptcy filing in the U.S., bitcoin's slide and the Elon Musk factor, Deere and Estee Lauder fall after reporting earnings.

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Walmart Beats, Cisco CEO Exclusive, Fed for Thought: Ten-Year Yield Hits 2008 High 8/17/23

podcasts@cnbc.com (CNBC) — Thu, 17 Aug 2023 14:35:56 +0000

Jim Cramer and Sara Eisen began the show with reaction to Walmart's better-than-expected quarterly results and raised guidance. Why was the stock volatile on that news? Cisco CEO Chuck Robbins joined Jim and Sara at Post 9 to discuss the company's earnings beat and AI outlook which helped to lift the stock. Also in focus: The ten-year note yield hits a fresh 15-year high following the release of Fed Minutes on Wednesday, Amazon and Mark Cuban's drug firm play a role in shares of CVS tumbling, an earnings miss for Coach parent Tapestry, China's challenges and what its premier said about achieving growth targets.

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Target Jumps, Chinese Shares Slump, Markets Brace for Fed Minutes 8/16/23

podcasts@cnbc.com (CNBC) — Wed, 16 Aug 2023 14:40:17 +0000

Carl Quintanilla and Jim Cramer led off the show with shares of Target up sharply after a quarterly earnings beat overshadowed an earnings miss and lowered guidance. TJX beat on the top and bottom lines ahead of Walmart's results due out Thursday. What's the best way to play retail? Also in focus: China stocks under pressure amid concerns about that country's economy, markets looking past a rough Tuesday and awaiting the Wednesday release of Fed minutes, what to expect from Cisco's after-the-bell results, Nvidia's rebound, Cava's first earnings report since the Mediterranean restaurant chain's June IPO.

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Cramer's Morning Take: China Data Miss 8/15/23

podcasts@cnbc.com (CNBC) — Tue, 15 Aug 2023 16:51:31 +0000

Jim Cramer and Jeff Marks discuss weakened investor sentiment after China reported disappointing economic data and its central bank made a surprise rate cut. They also discussed why they started a new position in Oracle. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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Retail Sales Surge, China's Surprise Rate Cut, Fitch Warns On Banks 8/15/23

podcasts@cnbc.com (CNBC) — Tue, 15 Aug 2023 14:56:17 +0000

Carl Quintanilla, David Faber and Jim Cramer discussed stocks under pressure after China's central bank announced a surprise rate cut, in wake of disappointing economic data in that country. Jim explained why investors should focus on the "good ole USA" instead of China's economy. Fed rate fears also weighed on the markets after government retail sales data for July beat expectations. Home Depot's quarterly results also exceeded consensus estimates. Also in focus: Fitch told CNBC it may be forced to downgrade banks, Warren Buffett's Berkshire Hathaway bets on homebuilders, the Nvidia rally, a provocative Financial Times headline about Cramer.

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Cramer's Morning Take: Nvidia 8/14/23

podcasts@cnbc.com (CNBC) — Mon, 14 Aug 2023 16:05:38 +0000

Jim Cramer and Jeff Marks discuss Nvidia and why you should sell some shares at these levels.Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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New CEO for PayPal, Goldman's Rate Cut Call, U.S. Steel Rejects Takeover Bid 8/14/23

podcasts@cnbc.com (CNBC) — Mon, 14 Aug 2023 14:50:50 +0000

Carl Quintanilla, David Faber and Jim Cramer led off the show with breaking news from David: PayPal has tapped Intuit executive Alex Chriss to succeed Dan Schulman as CEO in late September 2023. The anchors also discussed the new market week which will include earnings from Walmart, Target and Home Depot. Carl, David and Jim reacted to Goldman Sachs' prediction that the Fed will begin cutting rates in Q2 2024. Shares of U.S. Steel soared after the company rejected a $7.3 billion unsolicited takeover off from rival Cleveland Cliffs. Also in focus: The negative press surrounding Goldman Sachs CEO David Solomon – fair or unfair?

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Hotter PPI, Tech's Rough Stretch, Biden: China a "Ticking Time Bomb" 8/11/23

podcasts@cnbc.com (CNBC) — Fri, 11 Aug 2023 14:20:12 +0000

Carl Quintanilla, Sara Eisen and Mike Santoli led off the show with market reaction to fresh inflation data: The July Producer Price Index came in a bit hotter-than-expected, following Thursday's cooler-than-expected CPI report. The anchors explored what's at stake for the markets and the Fed. Also in focus: The tech sector's roughest stretch since December, President Biden calledChina a "ticking time bomb" due to its economic challenges, getting ahead of the curve on next week's retail earnings from Walmart, Target and Home Depot, what X Corp. CEO Linda Yaccarino told Sara about a potential Musk-Zuckerberg cage match.

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Cramer's Morning Take: CPI Report 8/10/23

podcasts@cnbc.com (CNBC) — Thu, 10 Aug 2023 16:48:25 +0000

Jim Cramer and Jeff Marks discuss why you shouldn’t buy stocks just because you think the Fed is done hiking rates. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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CNBC Exclusive: X CEO Linda Yaccarino 8/9/23

podcasts@cnbc.com (CNBC) — Thu, 10 Aug 2023 15:01:56 +0000

In this exclusive interview, "Squawk on the Street" co-anchor Sara Eisen speaks with X CEO Linda Yaccarino in her first broadcast interview since stepping into the role. The two discuss everything from rebranding Twitter and advertising strategy to the future of the social media giant. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Inflation Report Fuels Stock rally, Disney's Price Hikes, $8.5B Luxury Retail Deal 8/10/23

podcasts@cnbc.com (CNBC) — Thu, 10 Aug 2023 15:01:53 +0000

Carl Quintanilla, Jim Cramer and David Faber focused on stocks rallying on new inflation data. The Consumer Price Index rose in July year-over-year for the first time in 13 months, but came in tamer than expected -- boosting bulls' hopes that the Fed will stand pat on rates in September. The anchors also engaged in a wide-ranging discussion about Disney. The stock rose after the company announced price hikes for its streaming services, overshadowing mixed quarterly results. Also in focus: Coach parent Tapestry agreed to acquire Capri Holdings -- the home of Versace and Michael Kors -- for $8.5 billion in cash, Alibaba and Wynn Resorts among the earnings winners, Novo Nordisk vs. Eli Lilly: The demand for diabetes and obesity drugs.

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Cramer's Morning Take: CPI Preview 8/9/23

podcasts@cnbc.com (CNBC) — Wed, 9 Aug 2023 16:17:12 +0000

Jim Cramer and Jeff Marks discuss the Consumer Price Index ahead of its report Thursday. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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ESPN's Sports-Betting Deal, Bracing for Disney Earnings, China Deflation 8/9/23

podcasts@cnbc.com (CNBC) — Wed, 9 Aug 2023 14:29:56 +0000

Carl Quintanilla, Jim Cramer and David Faberled off the show with all things Disney: The company's

ESPN unit struck a $2 billion U.S. online sports-betting agreement with Penn Entertainment, which is selling

Barstool Sports back to its founder Dave Portnoy. The anchors also explored what to expect from

Disney's quarterly results due out after the close of trading on Wednesday. Also in focus:

China enters deflation territory, Lilly's record run, earnings winners and losers, auto industry labor pains,

the rise and steep fall of stocks such as WeWork and Wheels Up.

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Moody’s Downgrades Banks, Pharma Stocks Surge, UPS Cuts Forecast 8/8/23

podcasts@cnbc.com (CNBC) — Tue, 8 Aug 2023 14:43:30 +0000

Carl Quintanilla, Jim Cramer and David Faber began the hour by breaking down Moody’s decision to cut its ratings on 10 U.S. banks, which dragged on the broader markets and the financial sector. On the bright side, pharma names rallied after Eli Lilly reported better than expected profit and revenue. Shares of Novo Nordisk also surged after key trial data showed its drug Wegovy cuts risk of heart attack or stroke by 20%. Also in the mix: UPS cut its margin and revenue forecasts following weak e-commerce demand and the company’s new labor contract.

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Cramer's Morning Take: Apple 8/7/23

podcasts@cnbc.com (CNBC) — Mon, 7 Aug 2023 15:39:15 +0000

Jim Cramer and Jeff Marks discuss Apple after its quarterly earnings showed iPhone sales fell for the third consecutive quarter. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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More Rate Hikes? Apple of My AI, Billionaire Battle 8/7/23

podcasts@cnbc.com (CNBC) — Mon, 7 Aug 2023 14:42:36 +0000

Carl Quintanilla, Jim Cramer and David Faber started the hour by breaking down the broader markets, with the S&P and Nasdaq both coming off their worst weeks since March. Investors also worked with new Fed commentary, as Governor Michelle Bowman said more rate hikes will likely be needed. The anchors also turned to Apple, coming off its worst week of 2023, with new reports saying the company is boosting its AI efforts for iPhones and iPads. Also in the mix: an update to the cage match between Mark Zuckerberg and Elon Musk, as the two CEOs traded jabs on their respective social platforms over the weekend.

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Jobs Chill, Apple Guidance, Amazon Rally 8/4/23

podcasts@cnbc.com (CNBC) — Fri, 4 Aug 2023 14:47:00 +0000

Carl Quintanilla, Morgan Brennan and Mike Santoli began the show by breaking down today’s jobs report after nonfarm payrolls expanded by 187,000 for July, slightly below the Dow Jones estimate for 200,000. The unemployment rate was 3.5%, against a consensus estimate that the jobless level would hold steady at 3.6%. The anchors then shifted to today’s big tech earnings with Amazon and Apple moving in opposite directions; Amazon posted its biggest earnings beat since 2020 while Apple saw its third straight quarter of falling sales. Also in the mix: Booking Holdings shares surged post-results with CEO Glenn Fogel saying he’s “not seeing any signs of a slowdown” in travel.

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Buffett Shrugs Off Fitch Downgrade, Qualcomm Shares Sink, Live: Shopify President 8/3/23

podcasts@cnbc.com (CNBC) — Thu, 3 Aug 2023 14:55:38 +0000

Carl Quintanilla and Jim Cramer began the hour by breaking down the tech sector, a day after the Nasdaq suffered its worst daily performance since February. Shares of chip giant Qualcomm plunged in early trading despite beating earnings estimates, after the company’s guidance and revenue fell short of expectations. The anchors also turned to Warren Buffett shrugging off the Fitch downgrade, telling CNBC “There are some things people shouldn’t worry about… this is one.” Also in the mix: Shopify President Harley Finkelstein joined the show to break down his latest earnings beat, the company’s partnership with Roku and a lot more.

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Cramer's Morning Take: Fitch Downgrades U.S. Debt 8/2/23

podcasts@cnbc.com (CNBC) — Wed, 2 Aug 2023 16:14:29 +0000

Jim Cramer and Jeff Marks discuss AMD after it reported quarterly results and Fitch downgrading U.S. long-term rating to AA+ from AAA. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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Stocks Slump on Fitch U.S. Downgrade and ADP Jobs Report, AMD CEO on Earnings and AI 8/2/23

podcasts@cnbc.com (CNBC) — Wed, 2 Aug 2023 14:48:12 +0000

Carl Quintanilla and Jim Cramer led off the show with a look at markets under pressure after Fitch downgraded the U.S. government credit rating from AAA to AA+. Was the cut justified? Fed rate hike fears also weighed on investor sentiment: ADP reported a much bigger-than-expected surge in private sector job creation for July. On the earnings front, AMD CEO Lisa Su ‘joined the program to discuss the chipmaker's Q2 beat and AI strategy. The anchors reacted to quarterly results from the likes of Starbucks, DuPont and CVS Health. Also in focus: Tupperware's meme stock rally gives back some gains, Ford July U.S. auto sales, Apple ahead of Thursday's after-the-bell earnings, studios and striking Hollywood writers to restart talks.

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Cramer's Morning Take: Caterpillar 8/1/23

podcasts@cnbc.com (CNBC) — Tue, 1 Aug 2023 16:23:09 +0000

Jim Cramer and Jeff Marks discuss Caterpillar after reporting earnings and why they are looking to sell some shares of the stock. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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August Trading Begins, Caterpillar CEO Exclusive, Uber's First Operating Profit 8/1/23

podcasts@cnbc.com (CNBC) — Tue, 1 Aug 2023 15:56:39 +0000

On the first trading day of August, Jim Cramer and David Faber explored the road ahead for stocks and what investors should make of a busy earnings Tuesday. Caterpillar CEO Jim Umpleby joined the program exclusively to discuss everything from his company's better-than-expected quarterly results – to doing business in China.The anchors also reacted to Uber posting its first-ever quarterly operating profit. Also in focus: Winners and losers from the earnings barrage, Ford restarts production of its F-150 Lightning electric truck, CVS reportedly set to cut 5,000 jobs, Tupperware as the new meme stock -- up more than 500% since the beginning of July.

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Cramer's Morning Take: P&G 7/31/23

podcasts@cnbc.com (CNBC) — Mon, 31 Jul 2023 15:50:31 +0000

Jim Cramer and Jeff Marks discuss the markets and Proctor & Gamble after the company reported quarterly earnings and revenue that beat analysts’ expectations. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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Final Trading Day of July, The Bulls Winning Again, Musk Puts an "X" on Twitter 7/31/23

podcasts@cnbc.com (CNBC) — Mon, 31 Jul 2023 14:47:35 +0000

Wrapping up the first trading month of Q3, Jim Cramer and David Faber discussed what to make of a strong July:
The S&P 500 and Nasdaq each on track for a fifth consecutive monthly gain. The anchors explored what to expect from a busy earnings week, including results from "Trillion Dollar Club" members Apple and Amazon. Also in focus: Elon Musk rebrands Twitter as "X" and irks San Francisco officials with a flashing logo, China and the chips, Disney update, Sofi and Sweetgreen surge on quarterly results, The SEC's message to Coinbase.

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Market Momentum, Semi Surge, BOJ’s Surprise Shift 7/28/23

podcasts@cnbc.com (CNBC) — Fri, 28 Jul 2023 14:28:18 +0000

David Faber, Leslie Picker and Scott Wapner began the hour discussing the recent market momentum with the Dow and S&P aiming for their 3rd straight week of gains. Investors digested some key inflation data as core PCE rose 4.1% from a year ago, the lowest annual rate since September 2021. The anchors then shifted to another busy day of earnings with names like P&G, Ford and Intel all reporting results; Intel returned to profitability after two straight quarters of losses. Also in the mix: the Bank of Japan surprised the global financial markets after the central bank loosened its yield curve control.

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Meta’s Monster Quarter, Rally Rolls On, Live: ServiceNow CEO 7/27/23

podcasts@cnbc.com (CNBC) — Thu, 27 Jul 2023 14:32:21 +0000

David Faber and Jim Cramer began the hour breaking down Meta’s monster quarter, posting double-digit revenue growth for the first time since 2021, which sent shares soaring in early trading. Two food giants also reported results, but moved in opposite directions as McDonald’s rallied but Chipotle plunged post results. The anchors also touched on the broader markets a day after the Fed raised rates by 25 basis points, touching its highest level in more than 22 years. Also in the mix: ServiceNow CEO Bill McDermott broke down his company’s latest quarter after beating on the top and bottom lines.

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Cramer's Morning Take: Tech Earnings 7/26/23

podcasts@cnbc.com (CNBC) — Wed, 26 Jul 2023 16:26:13 +0000

Jim Cramer and Jeff Marks break down results from Alphabet and Microsoft after reporting earnings yesterday. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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Tech Turbulence, Exclusive: Boeing CEO, Atlanta Braves Go Public 7/26/23

podcasts@cnbc.com (CNBC) — Wed, 26 Jul 2023 14:54:24 +0000

David Faber and Jim Cramer began the hour with two mega-cap tech stocks reporting results: Microsoft and Alphabet. Both names topped earnings expectations but the stocks moved in opposite directions in early trading. The anchors also turned to Phil LeBeau who brought in Boeing CEO Dave Calhoun for a CNBC exclusive interview; the stock rallied on a strong earnings beat. After the bells, the anchors hit a slew of other earnings with AT&T, Visa and Texas Instruments all reporting results. Also in the mix: David interviewed the CEOs of Liberty Media and the Atlanta Braves, after completing its spin-off to become the first publicly traded team in the MLB.

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Cramer's Morning Take: Alphabet 7/25/23

podcasts@cnbc.com (CNBC) — Tue, 25 Jul 2023 17:43:21 +0000

Jim Cramer and Jeff Marks are considering trimming Alphabet depending on how the stock reacts to its earnings results posting after the market close today. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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Blue Chip Earnings Parade, Exclusive: GM CEO Mary Barra, Dow Rides 11-Day Win Streak 7/25/23

podcasts@cnbc.com (CNBC) — Tue, 25 Jul 2023 15:09:17 +0000

David Faber and Jim Cramer began the hour breaking down the big batch of corporate results with names like Verizon, GE, and 3M on the move. The anchors also discussed Morgan Stanley’s long-time bear Mike Wilson addressing the markets’ performance saying: “We were wrong… 2023 has been a story of higher valuations than we expected.” Also in the mix: GM CEO Mary Barra joined the show, along with CNBC reporter Phil LeBeau, to break down the company’s latest quarterly results.

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Cramer's Morning Take: Fed Preview 7/24/23

podcasts@cnbc.com (CNBC) — Mon, 24 Jul 2023 16:18:41 +0000

Jim Cramer and Jeff Marks share their outlook for the market as Wall Street awaits another potential interest rate hike from the Federal Reserve. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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Big Week Ahead, Bye Bye Birdie, Exclusive: Chevron CEO 7/24/23

podcasts@cnbc.com (CNBC) — Mon, 24 Jul 2023 14:44:55 +0000

David Faber and Jim Cramer began the hour breaking down the big week ahead for investors with mega tech names set to report results amid a looming Fed decision on rates. Stocks also tried to build on their recent rally with the Dow aiming for its 11th straight day of gains. The anchors also turned to Twitter, where Elon Musk brought more changes by officially rebranding the company to ‘X’. After the bells, Chevron CEO Mike Wirth joined the show for a CNBC exclusive interview; the company pre-announced earnings and separately waived its fixed retirement age for the CEO, allowing him to maintain that role past 2025.

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Dow Win Streak vs. Tech Sell-off, AmEx Shares Slump, Pres. Biden's Meeting With Major AI Companies 07/21/23

podcasts@cnbc.com (CNBC) — Fri, 21 Jul 2023 14:55:25 +0000

David Faber, Sara Eisen and Mike Santoli explored what's ahead for the markets after Thursday's

tech sector sell-off as well as the Dow's ninth straight day of gains for the first time since 2017.

Speaking of the Dow, shares of American Express fell sharply despite the company posting record quarterly revenue and

an all-time high in credit card spending. The anchors also discussed what to expect from President Biden's Friday meeting

with executives of AI companies including Microsoft, Google and Amazon. Also in focus: CSX's revenue miss, the

SiriusXM short squeeze, rally week for the regional banks, the latest on the FTC vs. the Microsoft-Activision deal.

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Cramer's Morning Take: Netflix & Tesla 7/20/23

podcasts@cnbc.com (CNBC) — Thu, 20 Jul 2023 15:52:39 +0000

Jim Cramer and Jeff Marks break down the markets after earnings from Netflix and Tesla. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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Tesla and Netflix Shares Slump on Q2 Results, Nine-Day Win Streak for the Dow? 7/20/23

podcasts@cnbc.com (CNBC) — Thu, 20 Jul 2023 14:38:39 +0000

Jim Cramer and David Faber led off the show with big tech earnings: Tesla shares down sharply despite

better-than-expected quarterly results, overshadowed by lower margins in wake of price cuts. Netflix shares

also under pressure after the company posted a Q2 revenue miss, even though its password sharing crackdown

fueled subscriber growth. Are both stocks worth buying now? Also in focus: More earnings winners and losers,

the Dow aims for a nine-day win streak and gets help from Johnson & Johnson's Q2 results and outlook,

Taiwan Semiconductor's first profit drop in four years and what it could mean for the chip sector,

Blackstone hits $1 trillion in assets, Cramer explains why one particular homebuilder is the "key to this market."

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Cramer's Morning Take: "Back From the Dead" Stocks 7/19/23

podcasts@cnbc.com (CNBC) — Wed, 19 Jul 2023 16:22:39 +0000

Jim Cramer and Jeff Marks discuss the markets as the second-quarter earnings season is off to a strong start. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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Market Momentum, New FTC and DOJ Merger Guidelines, Waiting for Netflix and Tesla 7/19/23

podcasts@cnbc.com (CNBC) — Wed, 19 Jul 2023 16:20:13 +0000

Carl Quintanilla, Jim Cramer and David Faber discussed the markets extending their rally that sent

stocks to highs not seen since April 2022. The anchors explored what to expect from Netflix and Tesla

quarterly results due out after the after Wednesday’s close of trading -- and reacted to mixed Q2 results from

Goldman Sachs. M&A in the spotlight: The FTC and DOJ released a draft of revised merger guidelines

which explain how the agencies "identify potentially illegal mergers." Also in focus: Microsoft-Activision

merger deadline extended to October, Carvana soars, shares of AT&T and Verizon get a much needed boost

in wake of lead cable exposure concerns, Cramer as a "Jeopardy!" clue.

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Cramer's Morning Take: Big Bank Earnings 7/18/23

podcasts@cnbc.com (CNBC) — Tue, 18 Jul 2023 15:42:34 +0000

Jim Cramer and Jeff Marks discuss why it may be time to trim some of their position in Morgan Stanley. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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Q2 Beats for BofA and Morgan Stanley, Dow Aims for 7-Day Win Streak, June Retail Sales Miss 7/18/23

podcasts@cnbc.com (CNBC) — Tue, 18 Jul 2023 15:06:19 +0000

Carl Quintanilla, Jim Cramer and David Faber explored market reaction to bank earnings, led by

better-than-expected second-quarter results from Bank of America and Morgan Stanley. All of this coming

one day after the Dow extended its daily win streak to six -- and both the S&P 500 and Nasdaq rose to levels

not seen since April 2022. Also in focus: June retail sales growth missed economists' forecasts, Shares of AT&T

and Verizon try to end major losing streaks, Wall Street calls and the “Magnificent 7," media stocks’ moves

in light of the labor strikes in Hollywood.

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Cramer's Morning Take: Big Tech 7/17/23

podcasts@cnbc.com (CNBC) — Mon, 17 Jul 2023 16:03:54 +0000

Jim Cramer and Jeff Marks discuss the so-called Magnificent 7 stocks leading this year’s market rally following a report from Citigroup. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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Big Earnings Week, Tesla vs. Ford, AT&T Extends Stock Slide to 30-Year Lows 7/17/23

podcasts@cnbc.com (CNBC) — Mon, 17 Jul 2023 14:52:06 +0000

Carl Quintanilla, Jim Cramer and David Faber kicked off the show with a look at what to

expect from the markets this week -- featuring earnings from the likes of Bank of America,

Goldman Sachs, Morgan Stanley, Netflix and Tesla. Speaking of the autos: Tesla shares jumped

on news that the company built its first Cybertruck, while shares of Ford fell after it cut prices

of its electric F-150 Lightning truck. AT&T shares fell to 30-year lows on a downgrade plus analyst

reaction to risks of legacy lead cable exposure highlighted in a Wall Street Journal investigation.

Also in focus: Luxury stocks under pressure on slower-than-expected China GDP growth, Labor stalemates

from UPS to Hollywood, the Microsoft-Activision deal closes in on a Tuesday deadline.

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Cramer's Morning Take: Bank Earnings 7/14/23

podcasts@cnbc.com (CNBC) — Fri, 14 Jul 2023 15:50:26 +0000

Jim Cramer and Jeff Marks discuss several big banks after posting earnings today. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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Big Banks' Earnings Beats, Exclusive With BlackRock CEO Larry Fink 7/14/23

podcasts@cnbc.com (CNBC) — Fri, 14 Jul 2023 14:35:38 +0000

Carl Quintanilla, Jim Cramer and David Faber began the show with big banks kicking off earnings season: JPMorgan Chase, Wells Fargo and Citigroup led the financial sector higher after posting better-than-expected second-quarter results. Should you buy the banks now? BlackRock Chairman & CEO Larry Fink joined the anchors at Post 9 for an exclusive interview. Hear what the head of the world's largest asset manager had to say about a jump in earnings and inflows, inflation and the economy, AI, the investment climate, crypto regulation and energy M&A. Also in focus: The S&P above 4500, UnitedHealth rises on earnings, AT&T shares extend their slump on a downgrade, the future for Disney.

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CNBC Exclusive: Disney CEO Bob Iger 7/13/23

podcasts@cnbc.com (CNBC) — Thu, 13 Jul 2023 13:32:25 +0000

In this exclusive interview, Squawk on the Street's David Faber speaks with Disney CEO Bob Iger live from Sun Valley, ID.

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Markets' "Inflation Rally," Delta and PepsiCo Earnings Beats 7/13/23

podcasts@cnbc.com (CNBC) — Thu, 13 Jul 2023 13:30:00 +0000

Carl Quintanilla, Jim Cramer and David Faber engaged in wide-ranging discussions about highlights from David's exclusive interview with Disney CEO Bob Iger in Squawk Valley, Idaho -- everything from the company extending Iger's contract to serve as CEO through 2026 to the challenges facing the media giant. The anchors also discussed the markets extending their rally on another batch of inflation data: June PPI coming in cooler than expected after Wednesday's CPI was tamer than consensus estimates. Also in focus: Delta and PepsiCo each beating on quarterly results and raising guidance, The FTC to appeal a judge's ruling on the Microsoft-Activision deal, Amazon "Prime Day" numbers, Exxon Mobil to buy carbon dioxide pipeline company Denbury for $4.9 billion in stock.

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Markets Rally on Inflation Data, Oracle CEO Exclusive, Big Win for Microsoft-Activision 7/12/23

podcasts@cnbc.com (CNBC) — Wed, 12 Jul 2023 14:37:21 +0000

Carl Quintanilla and Jim Cramer discussed the cooler-than-expected June CPI inflation data that resulted in fresh 52-week highs for both the S&P 500 and Nasdaq. Are the markets overbought? In an exclusive, Jim interviewed Oracle CEO Safra Catz on the floor of the NYSE after her company rang the opening bell. Also in focus: Microsoft and Activision after a federal judge rejected the FTC and gave the companies’ merger deal a green light, Domino’s shares surge on the company’s partnership with Uber, playing the “Magnificent 7” stocks, Jamie Dimon on Fed tightening, a look ahead to David Faber’s exclusive interview with Disney CEO Bog Iger from Sun Valley, Idaho on Thursday.

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Cramer's Morning Take: Amazon's Prime Day 7/11/23

podcasts@cnbc.com (CNBC) — Tue, 11 Jul 2023 16:30:10 +0000

Jim Cramer and Jeff Marks discuss Amazon as its ‘Prime Day’ sale begins today. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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The Big Tech Rebalance, Amazon Kicks off Prime Day, PGA Tour-LIV Golf Hearing 7/11/23

podcasts@cnbc.com (CNBC) — Tue, 11 Jul 2023 14:54:20 +0000

Carl Quintanilla, Jim Cramer and David Faber began the hour by breaking down the big cap tech stocks after the Nasdaq said it would rebalance the NDX to address the benchmark’s overconcentration. Wells Fargo published a note detailing names that could benefit from the changes, highlighting Starbucks, Mondelez and Booking Holdings as potential winners. The anchors then shifted to the PGA Tour-LIV Golf merger, as the Senate held its first hearing on the deal, just a day after former AT&T CEO Randall Stephenson resigned from the PGA Tour board over the merger. Also in the mix: Evercore’s Mark Mahaney named Uber as his new number one big-cap long idea, replacing Meta, and Needham’s Laura Martin said that she believes that Disney will be purchased during the next 3 years.

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Cramer's Morning Take: Overbought or Not? 7/10/23

podcasts@cnbc.com (CNBC) — Mon, 10 Jul 2023 15:57:47 +0000

Jim Cramer and Jeff Marks discuss the market ahead of June’s Consumer Price Index data set to come out this Wednesday. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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Inflation & Earnings, Citi Downgrades U.S. Stocks, Twitter vs. Threads 7/10/23

podcasts@cnbc.com (CNBC) — Mon, 10 Jul 2023 14:34:30 +0000

Carl Quintanilla, Jim Cramer and David Faber led off the show with a look at the big week ahead for investors as they monitor key inflation data on deck, lots of Fed speak and the banks kicking off earnings season. On the new week of trading, the anchors also reacted to some big market notes including Citi downgrading U.S. stocks to neutral from overweight. Bernstein also posted a note on the technology sector saying they “struggle to recommend an overweight in tech for the second half.” Also in focus: Billionaires Zuckerberg and Musk exchanged more jabs over the weekend, and Carl Icahn revised his loan agreement with banks following Hindenburg Research’s call to short Icahn Enterprises.

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Job Growth Slows in June, Yellen's China Talks, Twitter Threatens Meta 7/7/23

podcasts@cnbc.com (CNBC) — Fri, 7 Jul 2023 14:30:26 +0000

Carl Quintanilla, Leslie Picker and Mike Santoli discussed market reaction to the June jobs report and what it could mean for the Fed. Non-farm payrolls missed expectations -- up 209,000 -- while the unemployment rate fell to 3.6% and wage growth exceeded forecasts. J.P. Morgan Asset Management Chief Global Strategist David Kelly joined the program with his view on what’s at stake for investors. Also in focus: Treasury Secretary Janet Yellen's talks with senior Chinese officials, Twitter threatens legal action against Meta over the new "Threads" app, what Amazon CEO Andy Jassy told CNBC about the economy, the FDA approves Biogen and Eisai's Alzheimer's drug, surprising sales data involving EVs.

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Cramer's Morning Take: ADP Jobs Data 7/6/23

podcasts@cnbc.com (CNBC) — Thu, 6 Jul 2023 15:47:37 +0000

Jim Cramer and Jeff Marks talk about their market outlook after the June ADP private payrolls report was more than double the estimates. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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Stocks Slump on Strong Jobs Report, “Fedspeak” and Rate Hikes, the Future for Meta's "Threads" 7/6/23

podcasts@cnbc.com (CNBC) — Thu, 6 Jul 2023 14:36:00 +0000

Carl Quintanilla and Jim Cramer discussed rate hike fears, courtesy of employment data that sparked a market sell-off

and sent the 2-year note yield above 5% to a 16-year high. ADP said the private sector added 497,000 jobs in June,

more than doubling economists' estimates. The anchors also reacted to comments from Dallas Fed President

Lorie Logan and New York Fed President John Williams, both making the case for additional rate increases.

Also in focus: Treasury Secretary Yellen arrives in Beijing for talks with Chinese officials, market bright spots,

Meta launches "Threads" in a direct challenge to Twitter -- how might monetizing the new app and disrupting

the ad market fit into the picture?

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Cramer's 2nd Half Playbook. China Slowdown Worries, Meta-Twitter Showdown Looms 7/5/23

podcasts@cnbc.com (CNBC) — Wed, 5 Jul 2023 14:42:34 +0000

On the first full trading day of the second half, Carl Quintanilla and Jim Cramer explored what to expect from the markets over the next six months. Jim offered his take on the AI rally, the "arrogance" of the bears and his investment strategy for the upcoming earnings season. China services activity for June came in at its slowest in five months -- the data out one day ahead of U.S. Treasury Secretary Janet Yellen's four-day visit to Beijing. Also in focus: Meta expected to challenge Twitter by launching its "Threads" app this week, Teamsters vs. UPS, an upgrade for Netflix.

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Second Half Playbook, EV Spark for Tesla and Rivian, Yellen to Visit China 7/3/23

podcasts@cnbc.com (CNBC) — Mon, 3 Jul 2023 14:37:29 +0000

Heading into the 4th of July holiday,, David Faber, Leslie Picker and Mike Santoli explored what to expect from stocks in the second half of 2023 following a bullish first half, especially for tech. Tesla and Rivian led Monday's EV stock rally after posting better-than-expected quarterly deliveries. Analysts joined the program with their outlooks for Tesla and energy, respectively -- the latter was the worst performing S&P sector in 1H. Also in focus: Treasury Secretary Janet Yellen to visit Beijing on Thursday for a four-day meeting with senior Chinese officials, the outlook for regional bank stocks, Zuckerberg vs. Musk cage match update.

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Final Trading Day of 1H, Markets Jump on Inflation Data, Apple Hits $3T Valuation 6/30/23

podcasts@cnbc.com (CNBC) — Fri, 30 Jun 2023 14:43:35 +0000

On a busy final trading day of the month, quarter and half, Carl Quintanilla, David Faber and Sara Eisen explored the 2023 rally, led by the Nasdaq -- on track for its best first half in four decades, fueled by AI. What can investors expect in the second half? The Fed's favorite inflation gauge gave a lift to stocks on Friday: Core PCE cooled in May on a year-over-year basis. The anchors discussed Apple hitting a $3 trillion valuation at the open of trading. Also in focus: Nike shares fall on mixed quarterly results, the latest on merger deals in the FTC's crosshairs -- Microsoft-Activision and Amgen-Horizon Therapeutics.

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CEO at Post 9 on IPO Market's Big Thursday, Banks' Stress Test Rally, Micron Beats 6/29/23

podcasts@cnbc.com (CNBC) — Thu, 29 Jun 2023 14:36:29 +0000

Carl Quintanilla, David Faber and Mike Santoli highlighted a big Thursday for the IPO Market.

Thrift shop operator Savers Value Village, Kodiak Gas Services and Fidelis Insurance all going

public with listings on the NYSE. The CEO of Savers joined the program at Post 9 to discuss his

company's debut. The anchors discussed the rally in the financial sector after 23 banks passed the

Fed's stress test. Also in focus: Micron posts a quarterly beat and rides the AI boom, Apple's march

toward a $3 trillion valuation, Disney gets downgraded, FTC vs. Microsoft-Activision update.

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Semis Slide on Report of an AI Chip Exports to China Ban, Powell and Lagarde at ECB Forum 6/28/23

podcasts@cnbc.com (CNBC) — Wed, 28 Jun 2023 14:41:21 +0000

Carl Quintanilla, David Faber and Mike Santoli led off the show with Nvidia and other semiconductor stocks under pressure -- after The Wall Street Journal reported the Biden Administration is considering new restrictions on exports of AIchips to China.Top central bankers also in the spotlight: CNBC's Sara Eisen moderated a panel discussion at the ECB Forum in Portugal, including Fed Chair Jerome Powell, ECB President Christine Lagarde, Band of England Governor Andrew Bailey and Bank of Japan Governor Kazuo Ueda. Also in focus: General Mills slumps on its sales miss and outlook, a "Faber Report" on the FTC vs. Microsoft-Activision -- the CEOs of both companies expected to testify in court Wednesday.

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Market Rally vs. Losing Streak, Walgreens Woes, Delta's Message to Investors 6/27/23

podcasts@cnbc.com (CNBC) — Tue, 27 Jun 2023 14:38:07 +0000

With the Dow in the midst of a six-day losing streak -- and the S&P 500 down in five of the last six sessions -- Carl Quintanilla, David Faber and Mike Santoli explored whether or not this year's market rally is losing steam. Shares of Walgreens Boots Alliance fell sharply after the company slashed guidance and posted its first quarterly earnings miss in three years. A different story for Delta: The airline raised Q2 guidance and hosted its annual "Investor Day" event. Also in focus: EV stocks roundup, the IPO market's busy week, the Snowflake-Nvidia AI partnership, Citi ups its price target on Meta to a street-high $360.

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Final Week of 1H, Russia Revolt Fallout, Deals Galore, Another Tesla Downgrade 6/26/23

podcasts@cnbc.com (CNBC) — Mon, 26 Jun 2023 14:34:44 +0000

Carl Quintanilla, David Faber and Sara Eisen discussed what's ahead for the markets entering the final trading week of the month, quarter and half. NBC News Chief Foreign Correspondent Richard Engel reported on the fallout from the mercenary revolt in Russia. David's "Faber Report" highlighted a number of real estate deals, including one that sent shares of SL Green up by double-digits. Also in focus: Goldman Sachs joins the Tesla downgrade parade, Carnival shares down sharply despite a quarterly beat, FTC vs. Microsoft-Activision update, IBM to buy software company Apptio for $4.6 billion, obesity drug news moving pharma stocks.

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Cramer's Morning Take: Wall Street's Losing Week 6/23/23

podcasts@cnbc.com (CNBC) — Fri, 23 Jun 2023 15:52:39 +0000

Jim Cramer and Jeff Marks discuss the market and why now is not the time to buy despite a down week. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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Stocks Under Pressure, 3M's Massive Settlement, Zuckerberg vs. Musk: "Dead Serious" 6/23/23

podcasts@cnbc.com (CNBC) — Fri, 23 Jun 2023 14:59:12 +0000

Carl Quintanilla, Jim Cramer and David Faber discussed stocks pulling backat the end of a holiday-shortened week, with the Nasdaq and Nasdaq 100 on track for their worst week since April. Jim explained why he doesn't believe the selling is over. On the flipside, 3M shares rose after the Dow component agreed to pay up to $12.5 billion to settle hundreds of lawsuits by citieswho said the company's "forever chemicals" contaminated their drinking water. The anchors reacted to comments by UFC President Dana White, who said Mark Zuckerberg and Elon Musk are "dead serious" about fighting in a cage match. Also in focus:the biggest market movers, why CarMax topped the list of S&P 500 gainers, the FTC vs. Microsoft-Activision trial day two, numbers on Amazon and the consumer.

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Cramer's Morning Take: Tech Stocks 6/22/23

podcasts@cnbc.com (CNBC) — Thu, 22 Jun 2023 16:30:54 +0000

Jim Cramer and Jeff Marks discuss the market as they wait to make moves at these levels. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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Tesla Downgraded By Morgan Stanley, Musk-Zuckerberg Cage Match Challenge 6/22/23

podcasts@cnbc.com (CNBC) — Thu, 22 Jun 2023 14:43:30 +0000

Carl Quintanilla, Jim Cramer and David Faber led off the show with Tesla and why Morgan Stanley analystAdam Jonas downgraded the stock to "Equal-weight" from "Overweight" -- but raised his price target to $250.The anchors also reacted to Mark Zuckerberg agreeing to challenge Elon Musk in a cage match.Also in focus: The biggest movers as markets look to avoid a four-day losing streak, day two of Fed Chair Powell's Capitol Hill testimony, a rate hike parade led by the Bank of England, the FTC vs. Microsoft-Activision: Both sides head to court.

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Cramer's Morning Take: Week of Weakness 6/21/23

podcasts@cnbc.com (CNBC) — Wed, 21 Jun 2023 15:34:39 +0000

Jim Cramer and Jeff Marks discuss what they call the week of weakness for the market amid a third straight day of declines. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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Powell Heads to the Hill, FedEx Falls on Guidance, Cramer's Ride at Ford 6/21/23

podcasts@cnbc.com (CNBC) — Wed, 21 Jun 2023 14:46:05 +0000

Carl Quintanilla, Jim Cramer and David Faber discussed what to expect from Fed Chair Jerome Powell's testimony on the economy before the House Financial Services Committee. FedEx also in the spotlight after posting quarterly results and issuing guidance that weighed on the stock. The anchors engaged in conversation about Jim's visit to Ford -- including highlights from his "Mad Money" interview with CEO Jim Farley, plus Cramer's speedy ride in a Mustang on Ford's test track. Also in focus: Wall Street calls on Disney, CNBC's new "Magnificent 7" index tracking the mega cap tech rally, Softbank's Masayoshi Son on the future of AI.

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Cramer's Morning Take: Market Rally Stalls 6/20/23

podcasts@cnbc.com (CNBC) — Tue, 20 Jun 2023 16:02:08 +0000

Jim Cramer and Jeff Marks discuss the action they are seeing in the market and why they are waiting to buy more stocks. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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Cramer “On Track” at Ford, a Busy Market Week, Disney's Pixar Problem 6/20/23

podcasts@cnbc.com (CNBC) — Tue, 20 Jun 2023 14:59:04 +0000

Carl Quintanilla and Jim Cramer kicked off the show with Jim at Ford Motor, where he took a ride on the company's test track, focused on EVs and interviewed CEO Jim Farley for Tuesday's night's edition of "Mad Money." The anchors discussed the five-week rally and the road ahead for stocks -- as China cuts interest rates again and meets with the U.S., while Fed Chair Jerome Powell prepares for two days of Capitol Hill testimony on the economy beginning Wednesday. Cramer explains why he's concerned about the market in the short term. Also in focus: Disney's Pixar film "Elemental" disappoints in its box office debut, a spark for EV stocks, Alibaba's CEO to step down as part of a shakeup, May housing startssurge to a 13-month high.

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Win Streak on Wall Street, Adobe Rides the AI Rally, Cava's Double Delight 6/16/23

podcasts@cnbc.com (CNBC) — Fri, 16 Jun 2023 14:47:24 +0000

Heading into the long holiday weekend, Jim Cramer and David Faber explored what to make of the stock markets' upward momentum. The S&P 500 and Nasdaq each in the midst of a six-day win streak and on track for their best week since March. Adobe among Friday's gainers after it posted a quarterly beat and raised guidance, highlighting cloud demand and a focus on AI. The anchors also discussed Cava's strong public debut: The Mediterranean fast-casual chain nearly doubling its IPO price at the close of trading on Thursday. How much of a boost could this give the IPO market? Also in focus: Disney's Christine McCarthy to step down as CFO, Humana warns, Fed Governor Christopher Waller weighs in on bank failures and monetary policy.

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Reaction to the Fed's Pause and Rate Hike Signals, Cava CEO on IPO 6/15/23

podcasts@cnbc.com (CNBC) — Thu, 15 Jun 2023 14:18:11 +0000

Jim Cramer and David Faber explored the Fed's decision to stand pat on interest rates after ten consecutive hikes -- and signal that more tightening could be in the cards. Jim highlighted the connection between housing and inflation. What does it all mean for the markets? The anchors also discussed Cava going public and what's at stake for both the IPO market and the Mediterranean fast-casual restaurant chain. Cava CEO Brett Schulman joined Jim and David at Post 9 for a "First on CNBC" interview. Also in focus: Tesla snaps its record 13-day win streak, Lennar rises on earnings, an update on the FTC vs. Microsoft and Activision, an unexpected jump in May retail sales, Blackrock CEO Larry Fink's take on AI.

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Fed Decision Day, Wholesale Inflation Shrinks, AI Chips: AMD Battles $1T Nvidia 6/14/23

podcasts@cnbc.com (CNBC) — Wed, 14 Jun 2023 14:57:37 +0000

Carl Quintanilla, Jim Cramer and David Faber discussed what Wednesday's Fed Decision on rates could mean for the markets. Should policymakers pause -- or implement an eleventh-consecutive interest rate hike? Ahead of that decision, the Producer Price Index fell in May on a month-to-month basis for the third time in four months. On the AI front: Tuesday was the first time Nvidia closed trading with a $1 trillion valuation, while AMD unveiled its new AI chips -- looking to challenge Nvidia's dominance. Also in focus: Health insurers in sell-off mode after UnitedHealth warns of higher medical costs, Tesla aims for a record 14-day win streak, A judge temporarily blocks the Microsoft-Activision deal, new developments surrounding the PGA Tour-LIV Golf merger.

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Cramer's Morning Take: May CPI Report 6/13/23

podcasts@cnbc.com (CNBC) — Tue, 13 Jun 2023 15:35:05 +0000

Jim Cramer and Jeff Marks break down the U.S. Consumer Price Index report out this morning and how it may be impacting the market. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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Inflation Report Lifts Stocks, Oracle's Record High and AI, Apple Downgraded 6/13/23

podcasts@cnbc.com (CNBC) — Tue, 13 Jun 2023 14:53:34 +0000

With Wednesday's Fed interest rate decision on Wall Street's radar, Carl Quintanilla, Jim Cramer and David Faber led off the program with a breakdown of the May CPI report, which shows consumer inflation cooled to its lowest annual rate in two years. The news lifted the S&P 500 and Nasdaq to fresh 52-week highs. Jim explained why he believes people are making more money in this market than he has seen "in maybe...twelve years." The anchors also discussed Oracle shares hitting a new record high after the company reported a quarterly beat, helped by strong cloud growth and orders from AI customers. Also in focus: Apple downgraded by UBS to “Neutral” after posting a record closing high, Tesla aims for a 13-day win streak, plus a "Faber Report" on the FTC vs. the Microsoft-Activision merger deal.

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Cramer's Morning Take: A New Bull Market 6/12/23

podcasts@cnbc.com (CNBC) — Mon, 12 Jun 2023 15:46:17 +0000

Jim Cramer and Jeff Marks discuss the market as we await CPI data Tuesday and the Federal Reserve meeting press conference Wednesday. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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Important Week for the Markets, Cramer’s AI Message, Nasdaq's Biggest M&A Deal 6/12/23

podcasts@cnbc.com (CNBC) — Mon, 12 Jun 2023 15:01:09 +0000

With the Nasdaq Composite in the midst of a seven-week win streak, Jim Cramer and David Faber discussed a big week ahead for the markets including key inflation data, the Fed decision on interest rates and earnings from the likes of Oracle. Hear why Cramer said "What I don't like about this market is that once again -- AI. "David's "Faber Report" provided a breakdown of Nasdaq's biggest-ever M&A deal: The company agreed to acquire financial software provider Adenza from private equity firm Thoma Bravo for $10.5 billion in cash and stock. Also in focus: JPMorgan Chase reaches a settlement with victims of late disgraced financier Jeffrey Epstein, Goldman Sachs and Morgan Stanley's bull market debate, what Mark Zuckerberg said about Elon Musk, Tesla aimsfor a twelve-session win streak.

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Cramer's Morning Take: Market Exuberance 6/9/23

podcasts@cnbc.com (CNBC) — Fri, 9 Jun 2023 15:41:26 +0000

Cramer’s take on the current market rally and the next move for investors. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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Return of the Bull Market, Tesla Aims for 11, Zuckerberg Zaps Apple 6/9/23

podcasts@cnbc.com (CNBC) — Fri, 9 Jun 2023 14:28:47 +0000

Carl Quintanilla, Jim Cramer and David Faber discussedwhat to make of the markets entering bull territory, with the S&P 500 up 20% from its October low. EV also in the spotlight: Shares of Tesla entering Friday’s trading with a ten-session win streak. The stock extended gains after General Motors agreed to use the company's charging network. Also in focus: AI and Meta CEO Mark Zuckerberg's dig at Apple's new "Vision Pro" mixed-reality headset, the Netflix rally, Target downgraded, the health of the consumer and the upcoming Cava IPO.

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Cramer's Morning Take: Healthcare Stocks 6/8/23

podcasts@cnbc.com (CNBC) — Thu, 8 Jun 2023 15:28:46 +0000

Jim Cramer and Jeff Marks discuss why investors should be buying GE Healthcare. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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Wildfire Smoke Impact, Tech and AI After the Nasdaq Sell-off, Shakeup at GameStop 6/8/23

podcasts@cnbc.com (CNBC) — Thu, 8 Jun 2023 14:44:21 +0000

Carl Quintanilla, Jim Cramer and David Faber discussed the impact of the Canada wildfire smoke on tens of millions of Americans, as well as air travel and several industries. Coverage included a report from on the ground at Philadelphia International Airport. The anchors also discussed what's ahead for the markets and the AI trade one day after the Nasdaq’s worst trading session since April. Also in focus: GameStop tumbles after firing CEO Matt Furlong and naming Ryan Cohen executive chairman, Carvana surges, soccer superstar Lionel Messi to join MLS' Miami club.

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AI and the Tech Rally, SEC's Crypto Crackdown, CNN CEO Steps Down 6/7/23

podcasts@cnbc.com (CNBC) — Wed, 7 Jun 2023 14:43:23 +0000

Jim Cramer and David Faber delved into the AI-fueled tech rally on a day in which the Nasdaq hit

a fresh 52-week high. The anchors reacted to Bernstein's call for Amazon to re-focus capital and Tesla

aiming for a nine-session win streak. Also in focus: Coinbase CEO Brian Armstrong responded to the SEC's lawsuit

against the crypto platform one day after SEC Chair GaryGensler appeared on "Squawk on the Street," Chris Licht

steps down as CNN Chairman & CEO,Fiserv CEO Frank Bisignano joined Jim and David at Post 9 to discuss the

payments industry, the consumerand transferring the company’s listing to the NYSE from the Nasdaq.

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Cramer's Morning Take: Recession Odds 6/6/23

podcasts@cnbc.com (CNBC) — Tue, 6 Jun 2023 15:44:14 +0000

Jim Cramer and Jeff Marks discuss why we could be in a ‘goldilocks’ period for the economy and stock market while avoiding a recession. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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First on CNBC: SEC Chair Gensler on Suing Coinbase and Binance 6/6/23

podcasts@cnbc.com (CNBC) — Tue, 6 Jun 2023 14:35:37 +0000

Carl Quintanilla Jim Cramer and David Faber led off the show with big news involving the world of crypto: The SEC filed a lawsuit against Coinbase in New York federal court, accusing the company of operating as an unregistered securities exchange, broker, and clearing agency. The action comes one day after the regulator sued Binance. SEC Chair Gary Gensler joined the programlive and"First on CNBC" to discuss the lawsuits and regulating crypto. Also in focus: Saudi-backed LIV Golf to merge with the PGA Tour, Merck sues the federal government in an effort to halt Medicare drug price negotiation, plus Wall Street reaction to the launch of Apple's new $3,500 mixed-reality headset.

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Cramer's Morning Take: AMD & Nvidia 6/5/23

podcasts@cnbc.com (CNBC) — Mon, 5 Jun 2023 15:57:28 +0000

Jim Cramer and Jeff Marks discuss the market moves today and whether they can continue the big rally from Friday. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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Apple Hits Record High Ahead of WWDC, Market Momentum vs. Bears, Saudis to Cut Oil Output Again 6/5/23

podcasts@cnbc.com (CNBC) — Mon, 5 Jun 2023 14:55:49 +0000

Carl Quintanilla, Jim Cramer and David Faber focused on a big day for Apple: The stock hit a fresh record intraday high just hours ahead of the company's Worldwide Developers Conference. Apple is expected to unveil its new mixed-reality headset, which would set up a battle with Meta. The anchors also explored what's next for the markets after Friday's jobs report-fueled rally. Is an increase in bearish sentiment a sign of things to come? Cramer discussed how to play the retail sector as the consumer is "decelerating." Also in focus: Saudi Arabia's additional crude oil output cuts, the strategist who sees a $2 trillion market cap in Nvidia's future, Jerome Powell goes from Fed head to "Deadhead."

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Cramer's Morning Take: Jobs Report 6/2/23

podcasts@cnbc.com (CNBC) — Fri, 2 Jun 2023 17:18:00 +0000

Jim Cramer and Jeff Marks discuss the May Unemployment Report and the finalizing of the U.S. debt deal. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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Jobs Report Rally, the "Magnificent Seven" and AI, Amazon Wireless Entry? 6/2/23

podcasts@cnbc.com (CNBC) — Fri, 2 Jun 2023 15:08:52 +0000

Carl Quintanilla Jim Cramer and David Faber focused on the market rally sparked by a blowout May employment report: Non-farm payrolls rose by 339,000 and wage growth remained solid. The unemployment rate increased to 3.7%. The anchors also discussed a published report which says Amazon is in talks to provide low-cost mobile services to its Prime customers in the U.S. In reaction to that report, shares of Verizon, AT&T and T-Mobile took a hit -- but Dish Network rallied. Amazon is among Bank of America's "Magnificent Seven" tech stocks which have surged in the first five months of 2023. The firm said tech equity funds saw record weekly inflows, sparked by investor interest in AI. Also in focus: The Senate passes the debt ceiling bill, tech earnings winners, Lululemon surges, SentinelOne plummets.

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Cramer's Morning Take: Megacaps Lifting the S&P 6/1/23

podcasts@cnbc.com (CNBC) — Thu, 1 Jun 2023 15:59:05 +0000

Jim Cramer and Jeff Marks share why they think the market has not been strong outside of a handful of megacap stocks. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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Salesforce Slumps, Macy's and the Retail Rout, House Passes Debt Ceiling Bill 6/1/23

podcasts@cnbc.com (CNBC) — Thu, 1 Jun 2023 14:45:37 +0000

Carl Quintanilla Jim Cramer and David Faber led off the show with big tech and Salesforce:

Shares of the Dow component fell despite a quarterly beat, raised guidance and a focus on AI.

Worries about consumer demand in the spotlight: Macy's slashes its full-year guidance and Dollar General

posts a quarterly miss along with a lowered outlook. Also in focus: Target enters June with a nine-session losing streak,

the House passes the bipartisan debt ceiling bill, two Fed officials make the case for skipping a rate

hike this month, playing the cloud stocks, billionaire Bill Ackman urges Jamie Dimon to run for president.

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April Job Openings Rise & Chicago PMI Misses 5/31/23

podcasts@cnbc.com (CNBC) — Wed, 31 May 2023 15:51:01 +0000

Jim Cramer and Jeff Marks discuss how new U.S. manufacturing and employment data are telling two different stories about the state of the economy. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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Final Trading Day of May: Nasdaq's AI Rally, Debt Ceiling Vote Watch, China's Bear Market 5/31/23

podcasts@cnbc.com (CNBC) — Wed, 31 May 2023 14:47:18 +0000

Carl Quintanilla Jim Cramer and David Faber had lots to discuss on the final trading day of May: A strong month for the

Nasdaq fueled by AI. The debt ceiling deal heads for a full House vote after clearing a key procedural hurdle.

Chinese stocks are back in bear market territory as economic reports disappoint the markets. JPMorgan Chase

CEO Jamie Dimon sends a message to Washington and Beijing during his visit to China.

Also in focus: Shares of Advance Auto Parts plummet, a rough May for crude oil, earnings winners and losers,

the upcoming Microsoft-Activision trial in the UK.

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Cramer's Morning Take: Debt Ceiling Deal & China 5/30/23

podcasts@cnbc.com (CNBC) — Tue, 30 May 2023 15:55:16 +0000

Jim Cramer and Jeff Marks discuss the tentative U.S. debt ceiling deal and what it means for the market. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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Nvidia Joins the Trillion-Dollar Club, Markets and the Debt Ceiling Deal 5/30/23

podcasts@cnbc.com (CNBC) — Tue, 30 May 2023 14:51:47 +0000

Carl Quintanilla Jim Cramer and David Faber discussed the AI rally and a new milestone:

Nvidia's market cap surpassed $1 trillion for the first time. How does the stock compare with the other

"trillion-dollar club" members -- Apple, Microsoft, Alphabet and Amazon? The anchors also explored what

investors should make of the tentative debt ceiling deal forged by President Biden and House Speaker McCarthy.

Also in focus: Elon Musk visits China, plus media and the bidding war for the rights to televise NBA games.

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DC’s Race to Avoid Default, Surprise Auto Partnership, Mixed Retail Bag 5/26/23

podcasts@cnbc.com (CNBC) — Fri, 26 May 2023 16:04:11 +0000

Carl Quintanilla, Sara Eisen and Mike Santoli discussed the ongoing market volatility with the Dow closing below its 200-day moving average for the first time since late March. Investors continued to look to D.C. as the White House and congressional negotiators close in on a compromise agreement to raise the debt ceiling for two years. The anchors also discussed the surprise partnership between Ford and Tesla. Ford announced it will work with Tesla on charging initiatives, allowing current Ford owners access to more than 12,000 Tesla Superchargers across the U.S. and Canada. After the bells, the desk drilled down on retail movers with shares of RH and Ulta getting crushed post-results while shares of Gap rallied.

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Cramer's Morning Take: Nvidia 5/25/23

podcasts@cnbc.com (CNBC) — Thu, 25 May 2023 15:49:32 +0000

Jim Cramer and Jeff Marks break down Nvidia after reporting explosive first-quarter earnings. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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Nvidia’s Blowout Quarter, Fitch’s Warning, Exclusive: Toll Brothers CEO 5/25/23

podcasts@cnbc.com (CNBC) — Thu, 25 May 2023 15:45:15 +0000

Carl Quintanilla and Jim Cramer began the show by breaking down Nvidia’s stellar quarter getting a big boost from AI chip demand. The company easily topped earnings estimates and posted a shocking strong forward outlook, with CEO Jensen Huang saying the company was going to have a “giant record year.” The anchors also turned to the broader markets as Fitch put the United States’ AAA long-term foreign-currency issuer default rating on negative watch, pointing to brinksmanship over the debt ceiling. Shares of Toll Brothers rallied after RBC upgraded the stock to “outperform”; Toll Brothers CEO Doug Yearley joined the show exclusively to discuss housing prices and the company’s latest quarter.

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Cramer's Morning Take: Debt Ceiling Drama & New COVID Wave 5/24/23

podcasts@cnbc.com (CNBC) — Wed, 24 May 2023 15:42:01 +0000

Jim Cramer and Jeff Marks discuss the latest on debt ceiling talks and the impact China’s recent Covid surge may have on the market. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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Stickier Inflation, Another Hat in the Ring, Retailers Rally 5/24/23

podcasts@cnbc.com (CNBC) — Wed, 24 May 2023 15:18:16 +0000

Carl Quintanilla, David Faber and Jim Cramer began the hour with the markets; The Nasdaq suffered its worst daily performance in about a month, and the Dow was on pace for its 4th straight negative session in a row. During CNBC’s CEO Council Summit, David Solomon told the panel that he believes inflation is going to be “stickier and more resilient.” The anchors also turned to Gov. Ron DeSantis, expected to formally launch his presidential bid later tonight in a discussion with Twitter CEO Elon Musk. After the bells the desk hit a slew of earnings, including retailers like Kohl’s and Abercrombie & Fitch, which both rallied sharply on their latest results.

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Cramer's Morning Take: Debt Deal 5/23/23

podcasts@cnbc.com (CNBC) — Tue, 23 May 2023 15:45:26 +0000

Jim Cramer and Jeff Marks discuss the flat market as we approach the debt ceiling deadline. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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Live from CNBC’s CEO Council Summit, Apple & Broadcom Chip Deal, EY CEO Carmine Di Sibio 5/23/23

podcasts@cnbc.com (CNBC) — Tue, 23 May 2023 15:20:49 +0000

Carl Quintanilla, David Faber and Jim Cramer were live from CNBC’s inaugural CEO Council Summit in California where they spoke with leaders across business, finance, culture, sports and academia. During the hour, EY CEO Carmine Di Sibio joined the anchors on set to discuss companies’ AI strategy and why believes the job market is tougher now than it was six months ago. Later in the hour, CNBC’s tech correspondent Steve Kovach popped on for a market flash on Apple and Broadcom, announcing a multibillion-dollar deal for U.S.-made chips. After the bells, the anchors turned to another busy day of retail earnings with Lowe’s, Dick’s Sporting Goods and BJ’s all out with results.

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DC’s Debt Drama, Ford’s EV Push, Chip Challenges 5/22/23

podcasts@cnbc.com (CNBC) — Mon, 22 May 2023 15:15:11 +0000

David Faber and Jim Cramer began the hour by breaking down the markets, with the S&P and Nasdaq coming off their best weeks since late March. Investors are also looking at Washington D.C. as President Biden and Speaker McCarthy gear up to resume debt ceiling talks. Over the weekend, Treasury Secretary Janet Yellen warned that early June is a “hard deadline” for the federal government to raise the debt ceiling. The anchors then shifted gears to Ford, holding an investor day and outlining an updated plan for growing earnings over the next several years. In particular, the company focused on its EV’s by announcing that it is targeting to produce 2 million EVs per year by 2026. For Cramer’s ‘Mad Dash’ he focused on Micron shares under pressure after China called the chipmaker a “major security risk.”

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Cramer's Morning Take: Foot Locker 5/19/23

podcasts@cnbc.com (CNBC) — Fri, 19 May 2023 15:59:32 +0000

Jim Cramer and Jeff Marks discuss Foot Locker being in freefall after it reported earnings ahead of the bell.Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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James Gorman to Step Down, Disney Ups the Ante, Foot Locker Shares Drop 5/19/23

podcasts@cnbc.com (CNBC) — Fri, 19 May 2023 14:28:13 +0000

Carl Quintanilla, Jim Cramer and David Faber began the hour with breaking news: Morgan Stanley’s James Gorman said he plans to resign as CEO within the year, setting off a succession race at one of Wall Street’s top firms. Gorman also said he will take on the executive chairman role “for a period of time” after stepping down as CEO. The anchors also hit Disney, scrapping its plans for a new $1B Florida campus amid rising tensions with Governor DeSantis. Also in focus: Foot Locker shares dropped more than 20% at the market open following a big earnings miss. Slow sales at Foot Locker prompted the company to lower its guidance just two months after it was introduced.

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Cramer's Morning Take: Proctor & Gamble, Palo Alto 5/18/23

podcasts@cnbc.com (CNBC) — Thu, 18 May 2023 16:00:59 +0000

Jim Cramer and Jeff Marks break down two holdings in the Charitable Trust that are under sell-side pressure. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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Squawk on the Street 5/18/23

podcasts@cnbc.com (CNBC) — Thu, 18 May 2023 15:23:07 +0000

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David Faber's Exclusive Interview With Elon Musk 5/17/23

podcasts@cnbc.com (CNBC) — Wed, 17 May 2023 14:51:42 +0000

Carl Quintanilla Jim Cramer and David Faber discussed what Elon Musk told David in a wide-ranging CNBC exclusive interview -- including the future for both Tesla and Twitter. Hear what Musk said about AI, the impact of his tweets, U.S-China tensions over Taiwan, plus why he passionately views work from home as a moral issue. The anchors also reacted to comments by House Speaker Kevin McCarthy about the debt ceiling talks. He told CNBC that he doesn't believe the U.S. will default. Also in focus: Target and TJX earnings, sources told David that Amgen is confident it will prevail over the FTC's push to block the company's $28 billion takeover of Horizon Therapeutics.

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Squawk on the Street+ Tesla CEO Elon Musk 5/16/23

podcasts@cnbc.com (CNBC) — Tue, 16 May 2023 23:55:18 +0000

In a CNBC exclusive interview, David Faber sits down with Elon Musk immediately following Tesla’s annual meeting in Austin, Texas.

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Cramer's Morning Take: Home Depot 5/16/23

podcasts@cnbc.com (CNBC) — Tue, 16 May 2023 15:26:02 +0000

Jim Cramer and Jeff Marks discuss how U.S. debt ceiling fears are affecting the market and how it could be resolved. Jim also shares his thoughts on Home Depot which reported earnings today. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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Countdown to David Faber's Elon Musk Interview, Home Depot's Sales Miss and Lowered Guidance 5/16/23

podcasts@cnbc.com (CNBC) — Tue, 16 May 2023 14:40:05 +0000

Carl Quintanilla Jim Cramer and David Faber began the show with a wide-ranging discussion on what to expect from David's live interview with Elon Musk. The CNBC Special Presentation airs Tuesday night at 6pm Eastern. A double whammy on the retail front: Shares of Home Depot fell after the company cut full-year guidance posted its biggest quarterly revenue miss in about 20 years, while government data showed April retail sales rose by only half of what economists had been expecting. Also in focus: Debt ceiling talks scheduled to resume Tuesday in Washington, the FTC vs. the Amgen-Horizon Therapeutics deal, Capital One shares jump on the "Warren Buffett effect."

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Cramer's Morning Take: Dead Ceiling Deadline 5/15/23

podcasts@cnbc.com (CNBC) — Mon, 15 May 2023 16:21:54 +0000

Jim Cramer and Jeff Marks discuss the market as the United States debt ceiling deadline approaches. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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New Market Week, Musk Interview Announcement, Adobe CEO on AI, Merger Monday 5/15/23

podcasts@cnbc.com (CNBC) — Mon, 15 May 2023 14:46:25 +0000

Carl Quintanilla Jim Cramer and David Faber led off the show with what investors can expect from the markets this week, ahead of earnings releases from major retailers and the resumption of debt ceiling talks in Washington. David announced that he will have a live interview with Elon Musk Tuesday night on CNBC. Adobe CEO Shantanu Narayen joined the program to discuss his company's foray into AI. Also in focus: "Merger Monday" including the largest-ever M&A deal in the gold mining industry, Shake Shack faces a proxy battle, Sarepta soars, plus why legendary investor Paul Tudor Jones told CNBC the Fed “could probably declare victory now.”

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Cramer's Morning Take: Debt Crisis 5/12/23

podcasts@cnbc.com (CNBC) — Fri, 12 May 2023 16:52:29 +0000

Jim Cramer and Jeff Marks discuss their United States debt ceiling concerns and what it could mean for the market. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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NBCU Ad Chief Departs, Is Expected to Succeed Musk as Twitter CEO 5/12/23

podcasts@cnbc.com (CNBC) — Fri, 12 May 2023 15:01:04 +0000

Carl Quintanilla Jim Cramer and David Faber discussed the future for both Twitter and Tesla, after Elon Musk tweeted that he has found a new Twitter CEO who "will be starting in 6 weeks!" Linda Yaccarino, NBCUniversal Chairman of Global Advertising and Partnerships, has resigned, the company said Friday. Sources told CNBC that she is in advanced talks to succeed Musk in the top job at Twitter. Musk tweeted that he would transition to the roles of executive chairman and chief technology officer. The news gave a lift to shares of Tesla. Also in focus: The delay in debt ceiling talks, Disney's rough week, reaction to an eye-opening note about the chances of AI wiping out "all of humanity by the end of the century," plus what Lyft's CEO told Jim about the company's new airport initiative.

NBCUniversal is the parent of CNBC.

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Cramer's Morning Take: Debt Ceiling Standoff 5/11/23

podcasts@cnbc.com (CNBC) — Thu, 11 May 2023 16:55:11 +0000

Jim Cramer and Jeff Marks share how you should prepare if the United States were to default on its debt. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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PacWest Tumbles on Deposit Losses, Disney "Streams" Lower, Inflation Watch 5/11/23

podcasts@cnbc.com (CNBC) — Thu, 11 May 2023 14:45:35 +0000

Carl Quintanilla, Jim Cramer and David Faber led off the show with banking turmoil in focus: PacWest shares tumbled and dragged down other regional banks after the company disclosed it lost 9.5% in deposits during the week ended May 5. Shares of Disney also down sharply after the media giant said it experienced streaming subscriber losses for a second consecutive quarter. On the inflation front, the April Producer Price Index rose 2.3% year-on-year -- the smallest increase since January 2021. Also in focus: Alphabet shares jump on Google's AI showcase, Goodyear shares soar on activism news, the Hindenburg-Carl Icahn battle heats up.

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Cramer’s Morning Take: Inflation Breakdown 5/10/23

podcasts@cnbc.com (CNBC) — Wed, 10 May 2023 15:32:29 +0000

Jim Cramer and Jeff Marks discuss April’s Consumer Price Index report and what it means for the market. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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2-Year Low Inflation, Debt Showdown, Airbnb Tumbles, Exclusive With Endeavor CEO Ari Emanuel 5/10/23

podcasts@cnbc.com (CNBC) — Wed, 10 May 2023 14:32:31 +0000

Carl Quintanilla Jim Cramer and David Faber led off the show with market reaction to the April CPI report, which shows consumer inflation at a two-year low on an annual basis. The anchors also discussed the debt ceiling impasse, after Tuesday's meeting between President Biden and congressional leaders failed to remove the threat of a potential default as early as June. On the earnings front, Airbnb shares tumbled as the company's guidance overshadowed a quarterly beat, while Rivian shares surged on a narrower-than- expected quarterly loss. Endeavor CEO Ari Emanuel joined the program to discuss everything from earnings to the UFC-WWE merger.

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Cramer's Morning Take: CPI Preview & Foot Locker 5/9/23

podcasts@cnbc.com (CNBC) — Tue, 9 May 2023 16:00:09 +0000

Jim Cramer and Jeff Marks discuss the Consumer Price Index ahead of its report Wednesday. Jim adds why he wants to buy Foot Locker. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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Debt Ceiling Talks and the Markets, Banking Turmoil and the Fed, Palantir's AI Surge 5/9/23

podcasts@cnbc.com (CNBC) — Tue, 9 May 2023 14:37:39 +0000

Jim Cramer and David Faber discussed what to make of the markets with the debt ceiling standoff in focus: President Biden and congressional leaders set for talks Tuesday afternoon. The anchors also focused on banking turmoil after the Fed warned of credit crunch risks. On the AI front: Shares of Palantir surged on the company's quarterly profit and upbeat guidance -- while Bernstein put out a note about Microsoft's AI “green shoots.’ Also in focus: Boeing receives a massive 737 MAX order from Ryanair, plus Alphabet as a Tuesday bright spot unlike names including PayPal, Skyworks and Lucid.

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Cramer's Morning Take: Warren Buffett & Apple 5/8/23

podcasts@cnbc.com (CNBC) — Mon, 8 May 2023 15:45:00 +0000

Jim Cramer and Jeff Marks discuss the Berkshire Hathaway annual shareholder meeting and what Warren Buffett had to say about Apple. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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New Market Week, Yellen's Debt Ceiling Warning, Buffett on Banking Crisis and Apple 5/8/23

podcasts@cnbc.com (CNBC) — Mon, 8 May 2023 14:33:49 +0000

Carl Quintanilla, Jim Cramer and David Faber explored what to expect from the markets this week, with key inflation data, the debt limit standoff and earnings in the mix. The anchors discussed Treasury Secretary Janet Yellen's warning of "economic chaos" and a constitutional crisis if Congress fails to lift the debt ceiling. Carl, Jim and David also reacted to comments Warren Buffett made Saturday at Berkshire Hathaway's annual shareholder meeting -- everything from the banking crisis to the strength of Apple. Also in focus: Stifel ups its S&P 500 price target to 4,400, PacWest extends its rebound after announcing a dividend cut, Catalent sinks, Cramer on Nelson Peltz and Estee Lauder.

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Cramer's Morning Take: Jobs Report 5/5/23

podcasts@cnbc.com (CNBC) — Fri, 5 May 2023 15:30:49 +0000

Jim Cramer and Jeff Marks break down the April jobs report and Cramer gives his take on a possible Fed rate hike. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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Markets Rally, Apple Beats, Jobs Jump and Regional Banks Rebound 5/5/23

podcasts@cnbc.com (CNBC) — Fri, 5 May 2023 14:56:53 +0000

Carl Quintanilla, Jim Cramer and David Faber explored what investors should make of Friday's

market rally after four days of selling. Both Apple's earnings and the government's April jobs report beat expectations,

easing concerns about the possibility of a recession. Regional banks were in rebound mode, recouping some of

this week's steep losses that were sparked by renewed worries about the group. Also in focus:

Warner Bros. Discovery's quarterly loss and streaming profit, Lyft tumbles, Icahn vs. Hindenburg,

plus reaction to travel earnings fromExpedia and Booking Holdings.

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Cramer's Morning Take: Trimming Stocks 5/4/23

podcasts@cnbc.com (CNBC) — Thu, 4 May 2023 15:50:38 +0000

Jim shares why he’s trimming stocks to raise cash. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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Regional Banks Tumble Again, Paramount Minus, CEO on Biggest U.S. IPO Since 2021 5/4/23

podcasts@cnbc.com (CNBC) — Thu, 4 May 2023 14:21:34 +0000

One day after the Fed's tenth consecutive rate hike, Carl Quintanilla, Jim Cramer and David Faber

discussed another rough session for regional banks. Shares of First Horizon plunged after its

deal to be acquired by TD Bank was scrapped. PacWest also tumbled -- the bank is mulling strategic

options including a possible sale. Hear what Jim had to say about "excellent banks" that are getting crushed.

Also in focus: What to expect from Apple's after-the-bell earnings, Paramount posts a Q1 miss and slashes its dividend,

Qualcomm's weaker-than-expected guidance overshadows a quarterly beat, The CEO of J&J consumer health

spin-off Kenvue visited Post 9 to discuss his company going public with the biggest U.S. IPO since November 2021.

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Cramer's Morning Take: Fed Preview & Eli Lilly 5/3/23

podcasts@cnbc.com (CNBC) — Wed, 3 May 2023 15:34:45 +0000

Jim Cramer and Jeff Marks preview Wednesday’s Federal Reserve decision on interest rates. Also, Jim insists holding Eli Lilly despite its surge. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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Fed Decision Day, Regional Banks After the Sell-off, AMD and Yum Brands CEOs 5/3/23

podcasts@cnbc.com (CNBC) — Wed, 3 May 2023 14:27:38 +0000

Jim Cramer and David Faber explored what to expect from the Fed's much-anticipated decision on interest rates -- and where regional banks fit into the picture following the group's Tuesday sell-off. AMD CEO Lisa Su and Yum Brands CEO David Gibbs joined the program to discuss their companies' respective quarterly results and outlook. Also in focus: Lilly gets a boost from its Alzheimer’s drug trial, reaction to earnings from the likes of Ford and Starbucks, plus why shares of Estee Lauder took a 20% hit.

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Cramer's Morning Take: Fed Watch 5/2/23

podcasts@cnbc.com (CNBC) — Tue, 2 May 2023 15:15:32 +0000

Jim Cramer and Jeff Marks preview Wednesday’s Federal Reserve decision and several economic data releases this week. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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Fed Day 1, Debt Ceiling Watch, Uber Beats, Chegg Plunges on AI Warning, J.J. Watt Visits Post 9 5/2/23

podcasts@cnbc.com (CNBC) — Tue, 2 May 2023 14:48:24 +0000

Carl Quintanilla, Jim Cramer and David Faber discussed two issues of importance to Washington and Wall Street: The Fed kicking off its two-day policy meeting and Treasury Secretary Yellen warning the U.S. could run out of cash by June 1 if the debt ceiling is not lifted. The earnings parade also in focus, including Uber shares jumping on a quarterly beat. A different story on the AI front: Chegg shares plunged after the education technology company warned it sees students turning to ChatGPT for study help. Five-time NFL Pro Bowler J.J. Watt visited Post 9 to discuss coming off of the retirement sidelines to invest in a different kind of football.

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Cramer's Morning Take: JPMorgan Chase Buys First Republic 5/1/23

podcasts@cnbc.com (CNBC) — Mon, 1 May 2023 15:47:52 +0000

Jim Cramer and Jeff Marks discuss how JPMorgan Chase emerged as winner of the weekend auction for First Republic. They also look ahead to what the Federal Reserve may announce at the FOMC meeting this week. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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Regulators Seize First Republic -- and JPMorgan Chase Takes It Over 5/1/23

podcasts@cnbc.com (CNBC) — Mon, 1 May 2023 14:35:03 +0000

Carl Quintanilla, Jim Cramer and David Faber engaged in a wide-ranging discussion about the second-biggest bank failure in U.S. history. First Republic Bank was seized by regulators and sold to JPMorgan Chase, after JPM agreed to assume all of the bank's deposits and significant assets. The anchors explored what it all means for the banking sector -- and reacted to conference call comments made by JPMorgan Chase CEO Jamie Dimon. Also in focus: What to expect from the markets in May, Morgan Stanley's Adam Jonas upgrades GM to "overweight," the chip stock that's among Monday's biggest gainers, plus David's interview with Apollo Global Management CEO Marc Rowan from the Milken Institute Global Conference.

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Cramer's Morning Take: Amazon 4/28/23

podcasts@cnbc.com (CNBC) — Fri, 28 Apr 2023 17:21:46 +0000

Jim Cramer and Jeff Marks break down Amazon's earnings and why it’s a buy on weakness. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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Tech Earnings Reaction: Amazon's Cloud-y Outlook, Intel Jumps, Snap and Pinterest Plunge 4/28/23

podcasts@cnbc.com (CNBC) — Fri, 28 Apr 2023 14:29:38 +0000

Carl Quintanilla, Jim Cramer and David Faber covered all of the bases regarding tech earnings: Amazon's warning of a slowdown in its cloud business overshadowed the company's Q1 beat, Intel shares jumped despite the chipmaker's worst-ever quarterly loss, while social media players Snap and Pinterest tumbled by double-digits on guidance that disappointed Wall Street. Also in focus: Big oil earnings beats from Exxon Mobil and Chevron, plus David’s report on a statement from First Republic about the beleaguered bank's strategic options.

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Cramer's Morning Take: Meta Platforms 4/27/23

podcasts@cnbc.com (CNBC) — Thu, 27 Apr 2023 15:42:19 +0000

Jim Cramer and Jeff Marks break down Meta shares which gained more than 15%, reaching a new 52-week high, following their latest earnings report. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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Meta Surges, Earnings Barrage, Southwest and ServiceNow CEOs, GDP Growth Slows in Q1 4/27/23

podcasts@cnbc.com (CNBC) — Thu, 27 Apr 2023 14:36:46 +0000

On the busiest day of this earnings season, Carl Quintanilla, Jim Cramer and David Faber discussed the quarterly reports driving the markets higher, despite GDP data showing economic growth slowed sharply in Q1 to an annualized rate of 1.1%.The anchors delved into a wide-ranging discussion about Meta. The stock surged after Facebook's parent posted better-than expected quarterly results and issued upbeat revenue guidance for Q2. Carl, Jim and David also reacted to earnings call comments from Meta CEO Mark Zuckerberg. Caterpillar, Honeywell and Eli Lilly were among the other names in the earnings spotlight. Southwest Airlines CEO Bob Jordan and ServiceNow CEO Bill McDermott joined the program to discuss their companies' respective quarterly results.

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UK Blocks Microsoft-Activision Deal, Boeing CEO Exclusive, New Lows for First Republic 4/26/23

podcasts@cnbc.com (CNBC) — Wed, 26 Apr 2023 14:54:09 +0000

Carl Quintanilla, Jim Cramer and David Faber led off the show with big news on the tech front: UK regulators announced they are blocking Microsoft's planned acquisition of Activision. The anchors also weighed in on quarterly results from Microsoft and Alphabet. Boeing CEO David Calhoun joined the program to discuss his company's 737 MAX production guidance that lifted the stock, despite a wider-than-expected quarterly loss. First Republic shares tumbled again to fresh record lows. David outlined the newest developments surrounding the beleaguered regional bank. Carrier Global CEO David Gitlin visited Post 9 at the NYSE to discuss the air conditioner maker's new $13 billion acquisition.

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Earnings Parade, First Republic Tumbles on Deposit Woes, Exclusive With Dow CEO 4/25/23

podcasts@cnbc.com (CNBC) — Tue, 25 Apr 2023 14:20:24 +0000

Carl Quintanilla, Jim Cramer and David Faber discussed what to make of a deluge of earnings reports -- including results from Dow components McDonald's, 3Mand Verizon. General Motors, General Electric and UPS also in the mix. Dow CEO Jim Fitterling joined the program exclusively to discuss his company's quarterly results. Shares of First Republic sank and weighed on regional banks after it reported a more than $100 billion plunge in deposits in Q1. Sources told David the next few days are crucial for First Republic. Also in focus: After-the-bell earnings due out from Microsoft and Alphabet.

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Busiest Week of Earnings, Coca-Cola’s Q1 Beat, Bed Bath & Bankrupt 4/24/23

podcasts@cnbc.com (CNBC) — Mon, 24 Apr 2023 14:46:39 +0000

Carl Quintanilla, Jim Cramer and David Faber began the hour with a look at the big earnings week ahead with 178 S&P companies getting ready to report, including some mega-cap tech names. The anchors also hit Coca-Cola’s latest quarter, after the company reported a beat on the top and bottom lines; results received a boost from price hikes and higher demand. For Cramer’s “Mad Dash” he hit Bed Bath & Beyond after the company filed for bankruptcy protection following its failed turnaround efforts. Later in the hour, David Faber had a “Faber Report” on the UK CMA’s final decision on the Microsoft-Activision deal due Wednesday. He also warned our viewers on the “highly questionable” $10/share bid that Getty received from Trillium Capital.

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Cramer's Morning Take: Procter & Gamble 4/21/23

podcasts@cnbc.com (CNBC) — Fri, 21 Apr 2023 15:45:23 +0000

Jim Cramer and Jeff Marks discuss the earnings and revenue beat from Procter & Gamble. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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Bracing for Mega-Cap Tech Earnings, Meta Tops Tesla's Market Valuation 4/21/23

podcasts@cnbc.com (CNBC) — Fri, 21 Apr 2023 14:57:55 +0000

Carl Quintanilla, Jim Cramer and David Faber discussed the road ahead for mega-cap tech stocks, ahead of earnings due out next week from Alphabet, Microsoft, Meta and Amazon. Meta surpassed Tesla in terms of market valuation for the first time in 16 months. After Tesla's Thursday sell-off, the company raised U.S. prices on the heels of its sixth cut of the year. Also in focus, Procter & Gamble and CSX among the earnings winners, The "AT&T effect" on certain stocks, Cleveland Fed President Mester's inflation view and Cramer on "the most under-covered brilliant company on earth."

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Cramer's Morning Take: Consumer Stocks 4/20/23

podcasts@cnbc.com (CNBC) — Thu, 20 Apr 2023 16:07:37 +0000

Jim Cramer and Jeff Marks discuss the sluggish start to trading and which consumer stocks are rallying. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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Tesla Tumbles, Earnings Weigh on Stocks, SpaceX "Starship" Explodes After Launch 4/20/23

podcasts@cnbc.com (CNBC) — Thu, 20 Apr 2023 14:49:57 +0000

Carl Quintanilla, Jim Cramer and David Faber focused on the earnings news that dampened market sentiment -- leading with shares of Tesla down sharply after the company posted a decline in Q1 profit, as price cuts weighed on margins.The anchors reacted to earnings call comments from Elon Musk, who said he would stress sales growth over higher margins. Speaking of Musk, SpaceX's giant "Starship" rocket launched for the first time and exploded before reaching orbit. Also in focus: American Express, AT&T and a number of regional banks among the earnings losers -- plus what's driving the rally in chip equipment and homebuilder stocks.

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Cramer's Morning Take: Morgan Stanley 4/19/23

podcasts@cnbc.com (CNBC) — Wed, 19 Apr 2023 15:18:26 +0000

Jim Cramer and Jeff Marks discuss the sluggish start to the market open and interest rates slightly rising Wednesday. Jim also breaks down why Morgan Stanley is down despite a beat on earnings and revenue. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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Netflix and Morgan Stanley Earnings Reaction, Fox-Dominion $787.5M Settlement 4/19/23

podcasts@cnbc.com (CNBC) — Wed, 19 Apr 2023 14:52:16 +0000

Carl Quintanilla, Jim Cramer and David Faber engaged in a wide-raging discussion about Netflix and the streaming landscape -- from the company's mixed results to the delay of its broader password sharing crackdown. Morgan Stanley shares declined despite better-than-expected quarterly results. Are the moves lower in both Netflix and MS justified? Also in focus: Fox News agrees to pay Dominion Voting Systems $787.5 million to settle a defamation lawsuit, Disney and Meta layoffs in the spotlight, Tesla cuts prices again, Elon Musk on AI and social media, United Airlines jumps on guidance.

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Cramer's Morning Take: Johnson & Johnson 4/18/23

podcasts@cnbc.com (CNBC) — Tue, 18 Apr 2023 16:04:13 +0000

Jim Cramer and Jeff Marks discuss why Johnson and Johnson is dramatically undervalued in the portfolio. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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BofA and Goldman Sachs Earnings Reaction, Musk on AI, Nvidia's Double Upgrade 4/18/23

podcasts@cnbc.com (CNBC) — Tue, 18 Apr 2023 14:35:15 +0000

Carl Quintanilla, Jim Cramer and David Faber discussed market reaction to earnings from two major banks: Bank of America reported a Q1 beat, while Goldman Sachs posted mixed results. The anchors reacted to comments Elon Musk made during a television interview about the risks surrounding AI, as well as his plans to create a rival to ChatGPT. Also in focus: HSBC double upgrades Nvidia to "buy" on AI pricing power, what to expect from Netflix's after-the-bell earnings, the DeSantis-Disney battle intensifies, Dominion's $1.6 billion defamation trial against Fox News gets underway.

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Cramer's Morning Take: Earnings & Energy Stocks 4/17/23

podcasts@cnbc.com (CNBC) — Mon, 17 Apr 2023 16:11:27 +0000

Jim Cramer and Jeff Marks discuss recent big bank earnings. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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Big Earnings Week, Alphabet Shares Get Bing-ed, Merck's $10.8B Deal 4/17/23

podcasts@cnbc.com (CNBC) — Mon, 17 Apr 2023 14:39:14 +0000

Carl Quintanilla, Jim Cramer and David Faber kicked off a new market week with what to expect from a busy earnings calendar, featuring Tesla, Netflix and various banks. Shares of Alphabet under pressure on a report stating Samsung may switch from Google to Microsoft's Bing for search. The anchors also reacted comments made by Google CEO Sundar Pichai about AI in a televised interview. Also in focus: Merck agrees to acquire Prometheus Biosciences for $10.8 billion in cash, Apple’s India expansion, Elon Musk's SpaceX scrubs its inaugural test launch of "Starship" -- the world’s most powerful rocket.

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Cramer's Morning Take: Big Bank Earnings 4/14/23

podcasts@cnbc.com (CNBC) — Fri, 14 Apr 2023 15:51:22 +0000

Jim Cramer discusses his interview with BlackRock’s Larry Fink and breaks down Friday’s big bank earnings. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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JPM a Big Bank Earnings Winner, Boeing Shares Slide, Weak Retail Sales 4/14/23

podcasts@cnbc.com (CNBC) — Fri, 14 Apr 2023 14:46:17 +0000

Carl Quintanilla, Jim Cramer and David Faber broke down the earnings from banks including JPMorgan Chase, Citi and Wells Fargo -- along with BlackRock and regional player PNC -- and how the recent banking turmoil fits into the picture. JPM shares topped both the S&P 500 and the Dow, but Boeing shares took a hit. The jet makerwarned it will likely reduce 737MAXproduction and deliveries,due to a parts issue involving supplier Spirit Aerosystems-- whose shares fell by double digits. Also in focus: March retail sales declined by 1% -- twice as weak as economists had been expecting, UnitedHealth's Q1 beat and raised guidance, plus what’s behind the slump in EV stocks. The cast and creators of Amazon's "The Marvelous Mrs. Maisel" joined Carl on the NYSE floor after ringing the opening bell.

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Cramer's Morning Take: Inflations Cools & Amazon Stock 4/13/2023

podcasts@cnbc.com (CNBC) — Thu, 13 Apr 2023 15:52:47 +0000

Jim Cramer and Jeff Marks discuss what an economic slowdown means for the market after several economic data reports. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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Wholesale Inflation's Big Drop, Amazon CEO's Annual Letter to Shareholders 4/13/23

podcasts@cnbc.com (CNBC) — Thu, 13 Apr 2023 14:36:46 +0000

Carl Quintanilla, Jim Cramer and David Faber highlighted two big stories: The Producer Price Index for March shows wholesale inflation posted its biggest decline in three years – and Amazon CEO Andy Jassy released his annual letter to shareholders. The anchors reacted to the details of the letter and what Jassy told CNBC about Amazon's future and AI. Also in focus: Delta's quarterly miss and upbeat guidance, Warner Bros. Discovery takes streaming to the "Max", what's lifting Netflix shares, Apple reportedly triples India iPhone output, what to expect from Friday's major bank earnings reports.

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Cramer's Morning Take: Housing, Rates, and Meta – 4/12/23

podcasts@cnbc.com (CNBC) — Wed, 12 Apr 2023 15:47:04 +0000

Cramer and Jeff Marks of the current housing market, how Fed policy is affecting mortgage rates, and the latest on Meta’s stock. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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Inflation Cools in March, What Buffett Told CNBC, Emerson's $8.2B Deal 4/12/23

podcasts@cnbc.com (CNBC) — Wed, 12 Apr 2023 14:43:44 +0000

Carl Quintanilla, Jim Cramer and David Faber led off the show with market reaction to key inflation data: The March Consumer Price Index cooled from a year ago to levels not seen in nearly two years. The anchors also discussed Warren Buffett's comments from Tokyo in a wide-ranging CNBC interview, including his take that even though "we're not through with bank failures," there's no reason for depositors to panic. Also in focus: Emerson to buy National Instruments in an $8.2 billion cash deal, what's fueling McDonald's shares’ jump to fresh record highs, UConn men's basketball head coach Dan Hurley and Connecticut Governor Ned Lamont joined the anchors at Post 9 after ringing the NYSE opening bell, in celebration of the Huskies' 2023 championship.

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Cramer's Morning Take: Will ExxonMobil Buy Pioneer? 4/11/23

podcasts@cnbc.com (CNBC) — Tue, 11 Apr 2023 15:40:55 +0000

Jim Cramer and Jeff Marks discuss a potential deal between ExxonMobil and Pioneer. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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Buffett Bets on Japan, Alibaba's AI Launch, Bitcoin Surpasses $30,000 4/11/23

podcasts@cnbc.com (CNBC) — Tue, 11 Apr 2023 14:39:39 +0000

Carl Quintanilla, Jim Cramer and David Faber discussed Warren Buffett's investment strategy. The billionaire investor said Berkshire Hathaway raised its stake in five Japanese holding companies by 7.4% each -- and is considering buying more. AI also in the spotlight: Alibaba rolls out a system to rival ChatGPT, AI faces new scrutiny in both the U.S. and China, plus anchor reaction to what former Google CEO Eric Schmidt told CNBC about AI. Also in focus: Markets brace for Wednesday's CPI data, bitcoin hits a ten-month high and surpasses $30,000, playing the chip sector, Cramer's list of underappreciated Dow stocks.

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Cramer's Morning Take: March Jobs Report 4/10/23

podcasts@cnbc.com (CNBC) — Mon, 10 Apr 2023 15:27:47 +0000

Jim Cramer and Jeff Marks discuss the March employment report and how it is impacting the market. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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Key Market Week, More Tesla Price Cuts, Exxon-Pioneer Deal In the Works? 4/10/23

podcasts@cnbc.com (CNBC) — Mon, 10 Apr 2023 14:57:29 +0000

Carl Quintanilla and Jim Cramer discussed the events that could move the markets this week, from key inflation data to earnings from major U.S. banks. The anchors also reacted to Tesla cutting prices for the fifth time this year -- and the stock extending month-to-date losses. Also in focus: Exxon Mobil reportedly held early-stage talks with Pioneer Natural Resources about a possible acquisition of the shale driller, Micron shares surge on Samsung production cuts, Apple shares take a hit as new data show a slide in global PC shipments for Q1.

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Cramer's Morning Take: Weak Job Data 4/6/23

podcasts@cnbc.com (CNBC) — Thu, 6 Apr 2023 15:46:17 +0000

Jim Cramer and Jeff Marks break down the latest batch of U.S. jobless claims and what it means for certain sectors of the market. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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Bracing for Jobs Friday, Costco Same-Store Sales Drop, Perlmutter Speaks Out on Disney 4/6/23

podcasts@cnbc.com (CNBC) — Thu, 6 Apr 2023 14:44:14 +0000

Capping a holiday-shortened trading week, Carl Quintanilla and Jim Cramer discussed what Friday's key March employment report could mean for the markets, with weekly jobless claims coming in well above the expected 200,000 level. As for the consumer: Costco posted its first monthly same-store sales decline in almost three years -- and shares of Levi Strauss down sharply despite a quarterly beat. The anchors reacted to Ike Perlmutter's comments to the Wall Street Journal: The former chair of Marvel Entertainment told the paper he wasn’t laid off by Disney – he was fired. Also in focus: Movers heading into the holiday weekend, plus what FedEx's CEO said to Jim about the economy more than six months after telling him he sees a recession ahead.

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Cramer's Morning Take: Johnson & Johnson Settlement 4/5/23

podcasts@cnbc.com (CNBC) — Wed, 5 Apr 2023 15:42:26 +0000

Jim Cramer and Jeff Marks preview the March jobs report after the ADP private payrolls data came in below consensus. Jim also breaks down one of his favorite portfolio holdings. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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Market Streak Snaps, Walmart and FedEx Messages to Investors, J&J's $8.9B Settlement 4/5/23

podcasts@cnbc.com (CNBC) — Wed, 5 Apr 2023 14:51:32 +0000

Carl Quintanilla and Jim Cramer discussed what's ahead for the markets one day after the Dow and S&P 500 snapped-four day win streaks. The anchors reacted to weaker-than-expected ADP jobs data, as well as comments from Cleveland Fed President Loretta Mester, who said the rate target needs to go above 5%. Two well-known nameshosting investor events Wednesday: Walmart reaffirmed full-year guidance and outlined a 5-year strategy for profitability, while FedEx hiked its dividend and announced plans to consolidate its operating units into one organization. Also in focus: Johnson& Johnson agrees to pay $8.9 billion to settle lawsuits that claim its talc products cause cancer, Apple's Tim Cook and Disney's Bob Iger to discuss China with U.S. lawmakers, why healthcare stocks are a bright spot, Cramer's three "trading camps."

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Cramer's Morning Take: Jobs & Energy Stocks 4/4/23

podcasts@cnbc.com (CNBC) — Tue, 4 Apr 2023 16:01:13 +0000

Jim Cramer and Jeff Marks share why they think bad news is good news for the market after job openings declined in February. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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The Market Rally's "Drive for Five" and Jamie Dimon's Letter to Shareholders 4/4/23

podcasts@cnbc.com (CNBC) — Tue, 4 Apr 2023 14:39:51 +0000

Carl Quintanilla and Jim Cramer discussed the recent market rally as the Dow and S&P 500 aim to extend their respective daily win streaks to five. The anchors reacted to stats from Apollo which show how the S&P's 2023 rally isn't broad-based, but driven by 20 stocks. Are the names in focus worth buying? Carl and Jim also offered their takes on the annual shareholder letter from JPMorgan Chase CEO Jamie Dimon – which covered everything from the banking crisis to the economy. Also in focus: Ford electric vehicle sales sizzle in Q1, Apple as a top teen pick, Google and staplers, upgrades and downgrades, Disney CEO Bob Iger slams Florida Gov. Ron DeSantis.

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Cramer's Morning Take: New Wave of Tech 4/3/22

podcasts@cnbc.com (CNBC) — Mon, 3 Apr 2023 15:11:29 +0000

Jim Cramer and Jeff Marks discuss why April is historically a good month for stocks. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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Q2 Kickoff, Oil Surges on Surprise OPEC+ Cut, Ari Emanuel and Vince McMahon on Endeavor-WWE deal 4/3/23

podcasts@cnbc.com (CNBC) — Mon, 3 Apr 2023 14:35:25 +0000

On the first trading day of the second quarter, Carl Quintanilla and Jim Cramer explored the best ways for investors to profit in the period. The anchors also discussed the rally in crude prices and oil stocks, after OPEC and its allies announced a surprise output cut of more than one million barrels per day set to begin in May. Endeavor confirmed a deal to merge UFC with WWE, forming a $21 billion global live sports and entertainment company. Scott Wapner spoke exclusively with Endeavor CEO Ari Emanuel and WWE Executive Chairman Vince McMahon. Also in focus: Shares of Tesla down despite record quarterly deliveries, McDonald's is said to be planning layoffs this week, Alphabet and Google CEO Sundar Pichaion regulating AI.

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Cramer's Morning Take: US Inflation Cools 3/31/23

podcasts@cnbc.com (CNBC) — Fri, 31 Mar 2023 16:03:31 +0000

Jim Cramer and Jeff Marks discuss new inflation data from China and the U.S. and what it means for the market. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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Tech Bulls Rule in Q1, Inflation Watch, Sen. Elizabeth Warren @ Post 9 3/31/23

podcasts@cnbc.com (CNBC) — Fri, 31 Mar 2023 14:49:24 +0000

On the final trading day of the first quarter,Carl Quintanilla and Jim Cramer discussed a hot first three months of the year for tech-- and which names are most likely to keep the rally going. The Nasdaq 100 headed into Friday's session up 18.5% quarter-to-date. PCE -- the Fed's preferred inflation gauge -- cooled in February on a year-over-year basis, while personal income and consumer spending each rose for the month.Senator Elizabeth Warren(D-Massachusetts)joined the anchors at Post 9 of the New York Stock Exchange to discuss banking turmoil, her push to toughen regulation and hold bank CEOs accountable, crypto and the indictment of former president Donald Trump.

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Cramer's Morning Take: Franchise Value; Disney & Meta 3/30/23

podcasts@cnbc.com (CNBC) — Thu, 30 Mar 2023 15:32:39 +0000

Jim Cramer dives right into the portfolio saying there are multiple stocks in a great position to be bought or added to right now. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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Playing the Tech Rally, Disney vs. DeSantis, Should Apple Buy Disney? 3/30/23

podcasts@cnbc.com (CNBC) — Thu, 30 Mar 2023 14:33:04 +0000

Carl Quintanilla and Jim Cramer explored the Q1 tech rally, with the sector on track for its best quarter since Q2 2020. Jim outlines the tech names he believes you should buy now. The anchors reacted to an analyst note from Needham, which says "there is material upside" for Apple if it would acquire Disney. Separately, a board appointed by Florida Governor DeSantis claims Disney has stripped it of its power. Also in focus, layoff announcements from the likes of Disney, Roku and Electronic Arts, RH CEO Gary Friedman speaks out about inflation and Fed rate hikes, Walmart upgraded, Sen. Rand Paul (R-Kentucky) slams the push to ban TikTok, is Intel worth buying?

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Cramer's Morning Take: Nasdaq Rally, AMD, Nvidia 3/29/23

podcasts@cnbc.com (CNBC) — Wed, 29 Mar 2023 15:37:15 +0000

Jim Cramer and Jeff Marks discuss why they see leeway for stocks in the portfolio to rally. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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Tech Leads Markets Higher, Micron Rises, Nvidia's AI Rally, Lululemon CEO Exclusive 3/29/23

podcasts@cnbc.com (CNBC) — Wed, 29 Mar 2023 14:35:07 +0000

Carl Quintanilla and Jim Cramer focused on the markets getting a lift from the tech sector, with the Nasdaq 100 up more than 20%from its October low. Micron shares moved higher despite the chipmaker's largest loss on record, while Nvidia extended its AI-fueled rally – shares up more than 80% percent in Q1, on track for their best quarter in more than two decades. Lululemon CEO Calvin McDonald joined the program exclusively to discuss holiday quarter results and full-year guidance that sent the stock soaring. Squawk on the Street Disclaimer

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Alibaba's Six-Way Breakup, AI and the Metaverse, Lyft Rises on CEO Shakeup 3/28/23

podcasts@cnbc.com (CNBC) — Tue, 28 Mar 2023 14:30:07 +0000

Carl Quintanilla, Jim Cramer and David Faber began the show with a look at Alibaba. Shares rose sharply after the Chinese e-commerce giant announced plans to split into six independent units. The discussion included a flashback to the "Squawk on the Street" interview with Alibaba founder Jack Ma in 2014 on the company's IPOday. Also in focus: Disney ditches its metaverse unit, Goldman Sachs warns about labor market disruption when it comes to AI, lower bonus payouts at Meta, Lyft shares jump on news that the company named a new CEO, McCormick shares spike on earnings, a “Faber Report” on WWE. Squawk on the Street Disclaimer

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Cramer's Morning Take: Regional Banks Rebound & Fed Reaction 3/27/23

podcasts@cnbc.com (CNBC) — Mon, 27 Mar 2023 15:52:15 +0000

Jim Cramer and Jeff Marks discuss their market outlook after First Citizens acquires a large portion of Silicon Valley Bank. Jim says the banking crisis is not over yet but has slowed significantly. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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First Citizens Buys Silicon Valley Bank Assets -- and Regional Bank Stocks Rally 3/27/23

podcasts@cnbc.com (CNBC) — Mon, 27 Mar 2023 14:34:05 +0000

Carl Quintanilla, Jim Cramer and David Faber led off the show with First Citizens Bank shares surging after the company agreed to acquire the assets, deposits and loans of failed Silicon Valley Bank. News of the deal tempered concerns about banking turmoil and gave a boost to regional bank stocks. Which regionals are worth buying now? Also in focus: Salesforce avoids a proxy fight with activist investor Elliott Management, the "AI effect" on mega-cap tech stocks, Apple CEO Tim Cook visits China, Caterpillar gets slapped with an "Underperform" rating, "Overweight"-ing Tesla and an upgrade to "Buy" for Pinterest. Squawk on the Street Disclaimer

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Cramer's Morning Take: Yellen and Powell 3/24/23

podcasts@cnbc.com (CNBC) — Fri, 24 Mar 2023 15:27:24 +0000

Jim Cramer and Jeff Marks dissect this week’s market action after Treasury Secretary Janet Yellen’s remarks and the Federal Reserve’s interest rate hike Wednesday. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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Deutsche Bank Shares Drop, Activision Optimism, Tech Safe Haven 3/24/23

podcasts@cnbc.com (CNBC) — Fri, 24 Mar 2023 15:08:29 +0000

David Faber and Jim Cramer began with the ongoing turmoil in the banking sector. Deutsche Bank was the latest name to add to the volatility, with shares dropping following a spike in credit default swaps Thursday night. The anchors also turned their attention to Secretary Janet Yellen who said the Treasury Department is ready to take “additional actions if warranted” to stabilize banks. In M&A news, shares of Activision Blizzard surged after the U.K.’s Competition and Markets Authority dropped some of its concerns about Microsoft’s takeover of the gaming company. After the opening bells, the anchors also talked the tech stock safe haven, with names like Alphabet, Meta and Nvidia up more than 15% in March alone.

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Fed in Focus, TikTok CEO Grilled on the Hill, Hindenburg Shorts Block 3/23/23

podcasts@cnbc.com (CNBC) — Thu, 23 Mar 2023 15:03:41 +0000

David Faber, Sara Eisen and Mike Santoli began with the market action a day after the Federal Reserve announced its 9th straight interest rate hike of 25 basis points. In his press conference, Chair Powell said the recent failure of some regional banks could cause ripple effects that slow down the economy. The anchors also turned their attention to TikTok, as the company CEO Shou Zi Chew made his way to Capitol Hill to testify before Congress about his app’s security concerns. Also in the mix: The anchors hit the double-digit drop of in shares of Block, after Hindenburg Research announced that the payment company was its latest short position, alleging that Block allowed criminal activity to operate with lax controls and “highly” inflates Cash App’s transacting user base, a key metric of performance.

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Cramer’s Morning Take: Fed Decision, Nike, First Republic 03/22/23

podcasts@cnbc.com (CNBC) — Wed, 22 Mar 2023 15:38:07 +0000

Cramer’s take on the big Fed decision plus his thoughts on Nike and First Republic. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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Fed Decision Day, Nike's Beat Not Enough, Nvidia CEO and Bill Gates On AI 3/22/23

podcasts@cnbc.com (CNBC) — Wed, 22 Mar 2023 14:35:41 +0000

Jim Cramer and David Faber discussed what to expect from Wednesday's Fed decision on interest rates: A hike aimed at battling inflation, or will policymakers stand pat in wake of recent banking turmoil? Nike shares fell as an earnings beat was overshadowed by a warning on margins due to excess inventory and markdowns. The anchors engaged in a wide-ranging discussion about the AI arms race -- from Nvidia CEO Jensen Huang on AI's "iPhone moment," to Bill Gates calling AI "revolutionary" technology. Also in focus: Regional bank PacWest opts against a capital raise and gets $1.4 billion from a financing facility, shares of GameStop soar and lift other "meme stocks" on its first quarterly profit in two years, UK regulators are considering an in-depth probe into the Broadcom-VMWare merger deal.

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Cramer's Morning Take: Regional Banks, Tech, and Oil Rally 3/21/23

podcasts@cnbc.com (CNBC) — Tue, 21 Mar 2023 15:31:13 +0000

Cramer hits on Tuesday’s market action as some sectors pop. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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Yellen's Backstop Message, First Republic Shares Jump, Nvidia and the AI Arms Race 03/21/23

podcasts@cnbc.com (CNBC) — Tue, 21 Mar 2023 14:37:29 +0000

Jim Cramer and David Faber focused on the latest developments surrounding the turmoil in the banking sector: In prepared remarks for a speech to the American Bankers Association, Treasury Secretary Janet Yellen said that the government could backstop more deposits if necessary to stop potential contagion. First Republic led regional bank shares higher on news that JPMorgan Chase is advising the company on strategic alternatives including a capital raise. Also in focus: The Fed kicks off its two-day policy meeting, a preview of Nvidia CEO Jensen Huang's keynote speech on AI to the company's developer conference, what the CEO of TikTok said ahead of his Capitol Hill testimony on Thursday, Amazon layoffs, Moody's ups Tesla’s debt from junk status.

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Cramer's Morning Take: Market Stabilization, Tech Stocks, and Liquidity Issues 03/20/23

podcasts@cnbc.com (CNBC) — Mon, 20 Mar 2023 15:26:25 +0000

Jim Cramer and Jeff Marks discuss how investors are sifting through all the bank turmoil. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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Banking Turmoil: UBS Takes Over Credit Suisse, More "Junk" for First Republic 03/20/23

podcasts@cnbc.com (CNBC) — Mon, 20 Mar 2023 14:44:16 +0000

David Faber, Sara Eisen and Mike Santoli covered all of the bases surrounding the turmoil in the banking sector, ahead of Wednesday's Federal Reserve decision on interest rates. UBS agreed to acquire its beleaguered Swiss rival Credit Suisse for about $3.2 billion in stock. Central banks including the Fed and the European Central Bank teamed up to form a joint liquidity operation to ensure smooth funding for the global banking system. Shares of First Republic tumbled to a record low after S&P downgraded the bank deeper into junk status. Despite that news, the market week started with beaten-down regional banks posting gains. Among them: New York Community Bancorp (NYCB), which soared after its Flagstar subsidiary agreed to acquire a significant portion of failed Signature Bank.

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Cramer's Morning Take: Regional Bank Fallout and Nasdaq Trading Trends 3/17/23

podcasts@cnbc.com (CNBC) — Fri, 17 Mar 2023 15:58:14 +0000

Jim Cramer and Jeff Marks break down what they are calling a ‘tricky’ market driven by regional bank volatility. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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Banking Turmoil: First Republic's $30B Rescue, SVB Bankruptcy, White House Reaction 3/17/23

podcasts@cnbc.com (CNBC) — Fri, 17 Mar 2023 14:54:01 +0000

David Faber, Sara Eisen and Mike Santoli focused on the turmoil engulfing the banking sector: Shares of First Republic

and other regional banks extended their losses, despite news that the troubled lender is receiving $30 billion in deposits

from eleven U.S. banks. The parent of Silicon Valley Bank filed for Chapter 11 bankruptcy protection. U.S. Deputy Treasury

Secretary Wally Adeyemo joined the program with White House reaction to those developments-- and how it

plans to quell fears about the stability and safety of the banking system. Also in focus: The worst week for Credit Suisse shares

since the 2008financial crisis despite a lifeline from the Swiss National Bank, FedEx shares jump on earnings and guidance,

tech as a safe haven with the FANG+ index on track for its best week in a year, UBS’ Art Cashin on banks and the markets.

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Cramer’s Morning Take: Credit Suisse, First Republic, Recession Odds 3/16/23

podcasts@cnbc.com (CNBC) — Thu, 16 Mar 2023 15:09:19 +0000

Cramer’s take on regional bank uncertainty and growing fears of a crisis in the U.S. and Europe. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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$54B Lifeline for Credit Suisse, ECB's Rate Hike, Regional Banks Extend Losses 3/16/23

podcasts@cnbc.com (CNBC) — Thu, 16 Mar 2023 15:03:05 +0000

Carl Quintanilla, Jim Cramer and David Faber focused on the turmoil surrounding the banking sector: Credit Suisse received a $54 billion lifeline from the Swiss National Bank, while First Republic and a number of U.S. regional bank stocks extended steep losses. The European Central Bank increased its key interest rate by 50 basis points and said the "euro area banking sector is resilient." Also in focus: Treasury Secretary Yellen's Capitol Hill testimony, Adobe beats and lifts guidance, Baidu falls on its AI demo, plus the latest on the U.S. threatening to ban TikTok.

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Market Sell-off: Credit Suisse Woes Reignite Banking Worries 3/15/23

podcasts@cnbc.com (CNBC) — Wed, 15 Mar 2023 14:57:02 +0000

After Tuesday’s relief rally on Wall Street, Carl Quintanilla, Jim Cramer and David Faber reacted to Wednesday's market sell-off as fears about the banking sector resurfaced, just days after the collapse of both Silicon Valley Bank and Signature Bank. Shares of Credit Suisse tumbled by more than 25% to record lows after the bank's largest investor -- Saudi National Bank -- said it could not boost its stake in CS beyond 10% due to regulatory guidelines. European bank shares took a hit on the news, dragging the global markets down with them. What should your investment strategy be when comes to the banks, including the beaten-down regionals? Also in focus: A surprise decline in February wholesale inflation data, monthly retail sales fall, BlackRock CEO Larry Fink weighs in on banks and inflation in his annual letter to shareholders.

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Cramer’s Morning Take: Credit Suisse and Wild Markets 03/15/23

podcasts@cnbc.com (CNBC) — Wed, 15 Mar 2023 14:55:01 +0000

Cramer’s take on Credit Suisse’s impact on the markets. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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Squawk on the Street+ Charles Schwab CEO on SVB fallout 3/14/23

podcasts@cnbc.com (CNBC) — Tue, 14 Mar 2023 21:11:22 +0000

CNBC’s Sara Eisen and Charles Schwab CEO Walter Bettinger discuss the impact of the collapse of Silicon Valley Bank on financials. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Cramer’s Morning Take: SVB Fallout & CPI 03/14/23

podcasts@cnbc.com (CNBC) — Tue, 14 Mar 2023 16:36:02 +0000

Cramer on the latest SVB news and today’s CPI number. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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Inflation Data and Regional Banks' Rebound Fuel Rally, Treasury on SVB Fallout, Meta to Cut 10,000 More Jobs. 03/14/23

podcasts@cnbc.com (CNBC) — Tue, 14 Mar 2023 14:56:36 +0000

Carl Quintanilla, Jim Cramer and David Faber led off the show with key inflation data that helped to boost the markets: The February Consumer Price Index came in as expected at 6% year-over-year -- down from 6.4% in January. The results sparked investor hopes of a smaller rate hike by the Fed next week. As for the fallout from Silicon Valley Bank’s collapse: Regional bank stocks began to rebound after days of massive selling -- and a senior Treasury official told CNBC that the deposits of uninsured depositors in banks across the U.S. are safe. Also in focus: Meta's plan to cut an additional 10,000 jobs -- and what CEO Mark Zuckerberg told his employees about the layoffs. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Cramer’s Morning Take: SVB, Fed Policy, Volatility 3/13/23

podcasts@cnbc.com (CNBC) — Mon, 13 Mar 2023 15:39:10 +0000

Cramer on the collapse of SVB and its ripple effect on the markets. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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SVB Collapse Fallout: Regional Bank Stocks Plummet Despite Govt. Rescue Plan, Pres. Biden Says U.S. Banking System "Safe" 3/13/23

podcasts@cnbc.com (CNBC) — Mon, 13 Mar 2023 15:04:26 +0000

Carl Quintanilla, Jim Cramer and David Faber engaged in wide-ranging discussions about the fallout from the Silicon Valley Bank collapse -- including what's at stake for investorsand how it might affect Fed interest rate policy. Shares of regional banks including First Republic plummeted despite action taken by federal regulators to backstop all depositors in both SVB and crypto-focused Signature Bank, which was shut down by New York State regulators. In remarks from the White House, President Biden insisted the U.S. banking system is "safe."Also in focus: Pfizer"s $43 billion deal to acquire cancer drug maker Seagen.

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Cramer’s Morning Take: Jobs, Jobs, Jobs 03/10/23

podcasts@cnbc.com (CNBC) — Fri, 10 Mar 2023 16:10:42 +0000

Cramer on this morning’s jobs report and what it means for treasuries and stocks. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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Silicon Valley Bank Turmoil, Contagion Fears, Jobs Report Friday and the Fed 3/10/23

podcasts@cnbc.com (CNBC) — Fri, 10 Mar 2023 16:03:17 +0000

Carl Quintanilla, Jim Cramer and David Faber focused on the two big stories of the morning: The SVB Financial meltdown and the key February jobs report. Sources told David that efforts by the parent of Silicon Valley Bank to raise capital have failed and its attempts to sell itself are in doubt. Shares of the tech-focused lender extended Thursday's rout and dragged regional bank stocks down with them -- including First Republic Bank losing half of its value. Where is the money going after rotating out of the regionals? As for the February jobs report: Employers added a better-than-expected 311,000 non-farm jobs, the unemployment rate ticked up to 3.6%, labor force participation rose and wage growth came in tamer than expected month-over-month. What does it all mean for the Fed?

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Cramer’s Morning Take: Green Markets and Silvergate Capital 03/09/23

podcasts@cnbc.com (CNBC) — Thu, 9 Mar 2023 15:49:14 +0000

Cramer on why the markets are green and his take on Silvergate Capital. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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Bracing for Friday's Jobs Report, Tesla's Rough Month, U.S. Chamber: Regulate AI 3/9/23

podcasts@cnbc.com (CNBC) — Thu, 9 Mar 2023 15:40:38 +0000

Carl Quintanilla and Jim Cramer explored the markets and the Fed's data dependency ahead of Friday's key February jobs report -- and outlined the risks that should be on your radar. The anchors also discussed Tesla shares posting double-digit losses so far this month -- plus a note from Morgan Stanley analyst Adam Jonas which says Tesla's Cybertruck may be more of a "side-show" to the company's story today. Also in focus: General Electric shares jump on guidance, The U.S. Chamber of Commerce calls for regulation of artificial intelligence, crypto bank Silvergate to shut down, Cramer on the names he says are not your father's cyclicals.

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Cramer’s Morning Take: One Reason Not to Sell and a Close Eye on Friday 03/08/23

podcasts@cnbc.com (CNBC) — Wed, 8 Mar 2023 16:08:34 +0000

Cramer’s take on what Powell’s testimony on Capitol Hill means for your money. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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Day 2 for Powell on Capitol Hill: After the Sell-off 3/8/23

podcasts@cnbc.com (CNBC) — Wed, 8 Mar 2023 15:43:47 +0000

Carl Quintanilla, Jim Cramer and David Faber focused on market moves ahead of Federal Reserve Chair Jerome Powell's second day of Capitol Hill testimony on the economy -- this time before the House Financial Services Committee.Stocks sold off on Tuesday after Powell told the Senate Banking Committee that the Fed was prepared to ramp up interest rate hikes to tame inflation. Where should you put your money now? The anchors also reacted to a heated exchange between U.S. Senator Elizabeth Warren (D-Massachusetts) and the Fed Chair. Also in focus: The Jamie Dimon/Cramer flashback on 6% rates, Tesla gets hit with a Wall Street downgrade and an auto safety probe, Nvidia and the AI arms race, Warren Buffett's Berkshire Hathaway buys more Occidental Petroleum shares, Jim gets "fishy."

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Wall St. Braces for Powell, Cashin's Market Wisdom, Meta Layoffs Watch 3/7/23

podcasts@cnbc.com (CNBC) — Tue, 7 Mar 2023 15:48:01 +0000

Carl Quintanilla, David Faber and Mike Santoli focused on what's at stake for the markets ahead of Tuesday's big event: Federal Reserve Chair Jerome Powell beginning the first of two days of testimony on the economy before Capitol Hill lawmakers -- starting with the Senate Banking Committee. Wall Street veteran Art Cashin of UBS offered his perspective on the Fed and the markets. Meta's "year of efficiency" in the spotlight: The parent of Facebook reportedly plans to implementanother round of layoffs. Also in focus: The push on Capitol Hill for a U.S. ban of TikTok, shares of Dick's Sporting Goods jump on earnings, Eaton CEO Craig Arnold joined the anchors at Post 9 to discuss the economy, energy and electric vehicle charging as the company celebrated its 100th anniversary of listing at the NYSE.

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Powell and a Big Market Week, China's Cautious Growth Target, Tesla Cuts Auto Prices ... Again. 3/6/23

podcasts@cnbc.com (CNBC) — Mon, 6 Mar 2023 15:42:06 +0000

Carl Quintanilla, David Faber and Mike Santoli discussed events which could move the market this week, including Fed Chair Jerome Powell's Capitol Hill testimony on the economy beginning Tuesday -- and Friday's key February jobs report. In the mix: A report from on the ground in Beijing after China announced a cautious 2023 growth target of around 5%. The anchors also reacted to Tesla's latest price cuts in the U.S. involving the Model S and Model X. Also in focus: Goldman Sachs initiates Apple at "Buy”, M&A news including Altria's deal to acquire e-cigarette maker NJOY after exiting its Juul stake, Morgan Stanley's note on a "$6 trillion AI internet opportunity."

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Fedspeak Effect on Markets, Retail and Tech Earnings Reaction, Tesla Stock Popularity 3/3/23

podcasts@cnbc.com (CNBC) — Fri, 3 Mar 2023 15:30:33 +0000

David Faber, Scott Wapner and Mike Santoli discussed the impact Fedspeak on interest rates is having on the markets - with the 10-year note yield hovering around four percent and the S&P 500 poised to snap a three-week losing streak. Is the stock market appropriately priced? The anchors reacted to quarterly results from the likes of Costco, Nordstrom, Broadcom, Dell and HP Enterprise. Also in focus: Morgan Stanley's case for making Apple its top hardware pick, new data indicating why Tesla shares more popular than ever among individual investors, the CEO whose customers are urging him "to not miss out" on the AI arms race, plus Third Point's Dan Loeb takes a passive stake in AMD.

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A Double Dose of Big Tech: Salesforce Soars, Musk's "Master Plan" Weighs on Tesla 3/2/23

podcasts@cnbc.com (CNBC) — Thu, 2 Mar 2023 15:56:07 +0000

Carl Quintanilla, David Faber and Mike Santoli engaged in wide-ranging discussions about two big names in tech: Shares of Salesforce surged on a quarterly beat, guidance above consensus and a $20 billion stock buyback program in wake of pressure from activist investors. On the flip side, Tesla shares downsharply one day after the automaker's investor day. Elon Musk's "Master Plan 3" presentation was short on details about cars and finances. Also in focus:Ford U.S. auto sales surged in February, quarterly results send shares of Best Buy and Macy's in opposite directions, big tech news on the AI race, plus an update on EU regulators and the Microsoft-Activision deal.

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Cramer’s Morning Take: P&G and Eli Lilly 03/01/23

podcasts@cnbc.com (CNBC) — Wed, 1 Mar 2023 15:56:33 +0000

Cramer on a major P&G upgrade and Eli Lilly’s insulin price cut. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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Markets In March, Tesla Investor Day Countdown, Activist's Salesforce Board Nominations 3/1/23

podcasts@cnbc.com (CNBC) — Wed, 1 Mar 2023 15:44:10 +0000

On the first trading day of March, Carl Quintanilla, Jim Cramer and David Faber discussed rising rates and whether the bulls can rebound from a negative February for stocks. The anchors also took a closer look at Tesla and what to expect from Elon Musk Wednesday at the company's investor day. Breaking news from David: Sources tell him that activist investor Elliott Management has nominated a slate of directors to Salesforce's board. Also in focus: The AI race and ChatGPT, market reaction to earnings from retailers including Lowe's and Kohl's, Lilly to slash prices of its insulin drugs, plus new “Fedspeak” on interest rates from Minneapolis Fed President Neel Kashkari.

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Cramer’s Morning Take: Oil and Meta 02/28/23

podcasts@cnbc.com (CNBC) — Tue, 28 Feb 2023 16:08:15 +0000

Cramer’s take on oil demand and what’s next for Meta. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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Final Trading Day of February, Target Beats, Meta Revs Up For AI Race 2/28/23

podcasts@cnbc.com (CNBC) — Tue, 28 Feb 2023 15:49:53 +0000

On the last trading day of February, Carl Quintanilla, Jim Cramer and David Faber explored what's ahead for stocks,

with the major indices on track for their second negative month in three. Cramer highlighted "market distortions"

worthy of your attention. The anchors also discussed Target's quarterly beat, cautious guidance and CEO Brian

Cornell's comments to CNBC about "stubborn" inflation. On the AI front: BofA is out with its list of top AI picks --

and Mark Zuckerberg announced Meta is forming a new product group focusing on generative AI.

Goldman Sachs CEO David Solomon told CNBC that anyone who runs a business should prepare for a "bumpy 12 to 24 months."

Also in focus: Earnings winners and losers including Zoom, Workday and Norwegian Cruise.

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Cramer’s Morning Take: Bears, Buybacks, and Buffett 02/27/23

podcasts@cnbc.com (CNBC) — Mon, 27 Feb 2023 17:28:05 +0000

Cramer on a potential buying opportunity for investors. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

CNBC Investing Club Disclaimer

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Markets After Worst Week of '23, Buffett Slams Buyback Critics, Activism Wins: Union Pacific CEO Out 2/27/23

podcasts@cnbc.com (CNBC) — Mon, 27 Feb 2023 15:47:33 +0000

Carl Quintanilla and Jim Cramer explored markets trying to rebound from the worst week for stocks so far this year. Are investors right to bet on more volatility? The anchors reacted to notes from top strategists: Morgan Stanley's Mike Wilson on what's "critical" for the S&P 500 -- and Goldman Sachs' David Kostin on the stocks that are hedge fund and mutual fund "favorites." Carl and Jim discussed Warren Buffett's letter to Berkshire Hathaway shareholders, including the what the "Oracle of Omaha" wrote about Berkshire's top holdings as well as critics of buybacks ("economic illiterate"). Also in focus: Union Pacific shares rally on news the railroad will replace its CEO in wake of hedge fund pressure, Pfizer reportedly in talks to acquire cancer drug maker Seagen, plus what to expect from a big week of retail earnings including results from Target and Lowe's.

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Cramer’s Morning Take: Jamie Dimon, Inflation, and Wells Fargo’s performance 02/24/23

podcasts@cnbc.com (CNBC) — Fri, 24 Feb 2023 15:58:44 +0000

Cramer discusses his interview with Jamie Dimon and gives his take on Wells Fargo. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

CNBC Investing Club Disclaimer

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Inflation Data-Fueled Sell-off, Fed's Mester on Rates, Dimon Delivers a 6% Message 02/24/23

podcasts@cnbc.com (CNBC) — Fri, 24 Feb 2023 15:54:50 +0000

Carl Quintanilla and Jim Cramer focused on interest rate hike fears and Friday’s market sell-off, sparked by the release ofthe hotter-than-expected January PCE price index -- an inflation gauge preferred by the Fed.

The anchors also discussed what investors should make of Cleveland Fed President Loretta Mester's comments to CNBC about higher rates, as well as Jim's interview with JPMorgan Chase CEO Jamie Dimon,

who said he believes the Fed might hike rates beyond 6%. Carl and Jimalso explored Warner Bros. Discovery's Q4 revenue miss, softer ad sales, streaming losses and subscriber gains.

Also in focus: The DOJ reportedly preparing an antitrust lawsuit to block the $20 billion Adobe-Figma Deal, Boeing halts Dreamliner deliveries, shares of Carvana and Live Nation slump, plus the market's bright spots.

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Nvidia Surges and Forecasts AI Boom, Musk's California Engineering HQ, New Charges Against SBF 02/23/23

podcasts@cnbc.com (CNBC) — Thu, 23 Feb 2023 15:58:53 +0000

Carl Quintanilla, Jim Cramer and David Faber highlighted Nvidia shares leading the tech sector rally.

The chipmaker posted better-than-expected quarterly results and issued upbeat guidance as it ramps up its artificial

intelligence strategy. What does it all mean for companies betting on AI? The anchors also reacted to Elon Musk's comments

about Tesla's new engineering headquarters in California as he does business in both the "golden state" and Texas.

Also in focus: Jim previews his interview with JPMorgan Chase CEO Jamie Dimon, Lucid tumbles, FTX founder

Sam Bankman-Fried gets hit with a superseding indictment, woes for pizza stocks, and Dan Loeb's Third Point launches

a proxy battle vs. Bath and Body Works

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Cramer’s Morning Take: Interest Rates & Recession Resistance Stocks 02/22/23

podcasts@cnbc.com (CNBC) — Wed, 22 Feb 2023 16:12:52 +0000

Cramer gives his thoughts on the current high interest rate environment and the resurgence of recession resistance stocks. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

CNBC Investing Club Disclaimer

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Morning After the Worst Day for Stocks in '23, Fed's Bullard Speaks, Intel Slashes Dividend 02/22/23

podcasts@cnbc.com (CNBC) — Wed, 22 Feb 2023 15:51:42 +0000

Carl Quintanilla, Jim Cramer and David Faber engaged in wide-ranging discussions about what's next for the markets after

Tuesday's sell-off, which resulted in the worst day for stocks so far this year. Cramer outlined six things that must

happen before he can declare an end to the sell-off. The anchors also reacted to pre-market comments that St. Louis Federal

Reserve President James Bullard made to CNBC about rate hikes, inflation and the markets overpricing the chances of a recession.

Also in focus: Intel slashes its quarterly dividend by 66%, Baidu doubles profits and ramps up its AI bot strategy,

Regulators in Beijing reportedly told Chinese tech giants not to offer ChatGPT services, Palo Alto Networks surges on earnings,

plus what to expect from Nvidia's quarterly results after the close of Wednesday's trading.

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Cramer’s Morning Take: What’s Behind Market Weakness and a New Frightening Number 02/21/23

podcasts@cnbc.com (CNBC) — Tue, 21 Feb 2023 16:18:21 +0000

Jim Cramer discusses a major reason for the current market weakness and a recent number that is causing concern. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

CNBC Investing Club Disclaimer

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Markets Fall on Walmart and Home Depot Guidance, Rate Hike Fears 02/21/23

podcasts@cnbc.com (CNBC) — Tue, 21 Feb 2023 15:31:52 +0000

Carl Quintanilla, Jim Cramer and David Faber kicked off the holiday-shortened week with a rough start for shares

of Walmart and Home Depot, each falling on guidance that disappointed Wall Street and overshadowed

some of their quarterly results. Worries about the path of Fed rate hikes also weighing on the markets. The anchors

reacted to comments from Morgan Stanley Chief U.S. Equity Strategist Mike Wilson, who told CNBC we

are in the midst of an earnings recession. Also in focus: Winners and losers, President Biden in Poland

one day after his surprise visit to Ukraine, Norfolk Southern facing criticism over the Ohiotrain derailment,

a "Faber Report" on what's driving Credit Suisse shares lower.

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Markets and Rate Hike Fears, Deere Doubles Profits, DoorDash Delivers 2/17/23

podcasts@cnbc.com (CNBC) — Fri, 17 Feb 2023 15:52:24 +0000

Carl Quintanilla, David Faber and Mike Santoli discussed market jitters as rising yields, hawkish Fedspeak and Thursday's hotter-than-expected wholesale inflation data spark worries about future interest rate increases. The anchors reacted to Goldman Sachs and Bank of America each expecting three additional hikes from the Fed before the end of 2023. On the earnings front: Deere doubled quarterly profits and raised guidance, while DoorDash beat on the top line -- helped by a jump in deliveries -- and issued sales guidance mostly above Wall Street forecasts. Also in focus: What record high credit card user debt and rising delinquencies could mean for companies including American Express, Visa and Mastercard.

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Manifest Space #30: Reaching New Heights with World View CEO Ryan Hartman 2/17/23

podcasts@cnbc.com (CNBC) — Fri, 17 Feb 2023 15:37:26 +0000

As unidentified objects flying over the United States continue to capture the nation’s attention, Morgan dives into the technology behind the stratospheric data-gathering devices with World View CEO Ryan Hartman. Known for their high-altitude balloons, Hartman and Morgan discuss the company’s capabilities, their potential use in the defense sector and the company’s plans to go public later this year. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

PPI and Fedspeak Slam Stocks, Exclusive With Cisco CEO, Bitcoin Rally vs. Munger 2/16/23

podcasts@cnbc.com (CNBC) — Thu, 16 Feb 2023 15:35:37 +0000

Carl Quintanilla, David Faber and Mike Santoli focused on the inflation/Fedspeak double whammy for stocks: The January Producer Price Index came in hotter than expected, followed by Cleveland Fed President Loretta Mester saying she saw a "compelling case" for a 50 basis point rate hike earlier this month. Cisco CEO Chuck Robbins joined the program to discuss the company's better-than-expected quarterly results, raised guidance and his take on artificial intelligence. The anchors discussed the streaming landscape: Paramount Global down sharply after posting a quarterly miss, while Roku shares surged on growth in new users. Also in focus: Bitcoin hits a six-month high, Berkshire Hathaway Vice Chairman Charlie Munger on the "horror" of crypto, Shopify tumbles and Twilio soars.

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Tesla's “Supercharged” Rally, Musk on Finding a New Twitter CEO, Airbnb Surges 2/15/23

podcasts@cnbc.com (CNBC) — Wed, 15 Feb 2023 15:47:23 +0000

Carl Quintanilla, David Faber and Mike Santoli led off the show with Tesla extending its 2023rally -- the stock up more than 70% year-to-date. They reacted to news involving Elon Musk: The White House said he agreed to open thousands of Tesla charging stations to rival electric vehicles by the end of 2024 -- and Musk said that he hopes to hire someone to succeed him as TwitterCEO by the end of 2023. Former Fed Vice Chair Alan Blinder joined the program to discuss President Biden choosing Fed Vice Chair Lael Brainard to head his National Economic Council -- and how her departure from the Fed could affect the central's bank's monetary policy aimed at battling inflation. Also in focus: Earnings winners and losers including Airbnb, whose shares surged on upbeat guidance, cost cuts and the company's first-ever annual profit.

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"Sticky" Inflation, Ford's Europe Job Cuts and EV Ramp-up, Marriott CEO on Earnings and Travel Demand 2/14/23

podcasts@cnbc.com (CNBC) — Tue, 14 Feb 2023 15:36:12 +0000

With inflation in the spotlight, Carl Quintanilla, David Faber and Mike Santoli explored what to make of the January Consumer Price Index cooling year-over-year for a seventh consecutive month, the six-month Treasury bill spiking above 5% and what it all means for the markets and the Fed. The anchors reacted to Goldman Sachs CEO David Solomon's comments to a Credit Suisse forum: He described inflation as"sticky." Marriott International CEO Tony Capuano joined the program to discuss the hotel giant's quarterly results and outlookas it sees strong travel demand. Also in focus: Ford cuts 3,800 jobs in Europe as it pivots to electric vehicle production, Tesla changes prices on certain U.S. models and Palantir posts its first-ever quarterly profit.

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Microsoft Back At $2T, Apple's 2023 Rally, Super Bowl Aftermath 2/13/23

podcasts@cnbc.com (CNBC) — Mon, 13 Feb 2023 15:37:30 +0000

Carl Quintanilla, David Faber and Mike Santoli explored the moves in tech: Microsoft returning to a $2 trillion valuation in the midst of its artificial intelligence battle with Google parent Alphabet, while Apple shares have jumped by more than 16% so far this year. The anchors focused on the markets and inflation ahead of Tuesday's CPI data. They also discussed all things Super Bowl, from the Chiefs' victory and Rihanna's Apple-sponsored halftime show -- to the commercials and a big night for sports betting.

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Iger-Peltz Aftershocks, Lyft Plummets, Google's Rough Week 2/10/23

podcasts@cnbc.com (CNBC) — Fri, 10 Feb 2023 15:31:16 +0000

Carl Quintanilla, Jim Cramer and David Faber explored what's next for Disney after Thursday's blockbuster show featuring Disney CEO Bob Iger and billionaire activist investor Nelson Peltz. The anchors also reacted to shares of Lyft plunging on the company's quarterly miss and weak guidance in wake of a pricing war with Uber. Also in focus: A rough week for shares of Google parent Alphabet as it battles Microsoft over artificial intelligence, PayPal's CEO announced he intends to retire at the end of 2023, crude oil riseson Russia's plans to cut output, Spotify jumps on activist's stake, plus a special guest ahead of Super Bowl Sunday.

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Exclusive With Disney CEO Bob Iger, Nelson Peltz Says "The Proxy Fight Is Over" 2/9/23

podcasts@cnbc.com (CNBC) — Thu, 9 Feb 2023 15:37:45 +0000

Carl Quintanilla, Jim Cramer and David Faber led off the show with Disney shares up sharply after the company announced a restructuring, including plans to cut about 7,000 jobs and $5.5 billion in costs. In an exclusive, David interviewed Disney CEO Bob Iger. They discussed Iger's transformation strategy and his return to the company as CEO, streaming subscriber losses and the proxy battle with activist investor Nelson Peltz. Following the Iger interview, Peltz called into the program and said "the proxy fight is over."

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UK vs. Microsoft-Activision, Google's AI Pain, Exclusive With Yum! Brands CEO 2/8/23

podcasts@cnbc.com (CNBC) — Wed, 8 Feb 2023 15:54:14 +0000

Carl Quintanilla and Jim Cramer led off the show with news from across the Atlantic: A UK antitrust watchdog said Microsoft's takeover of Activision would stifle competition and harm gamers. David Faber joined via phone with his perspective on the findings. Alphabet shares down sharply after Google's artificial intelligence event in Paris failed to ease concerns about competition from Microsoft's new AI-powered Bing search engine. Yum! Brands CEO David Gibbs joined the program exclusively to discuss inflation and better-than-expected quarterly results for the parent of Taco Bell, KFC and Pizza Hut. Also in focus: A surprise quarterly profit for Uber, Chipotle's earnings miss, CVS beats and confirms a $10.6 billion deal.

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Manifest Space #29: Chinese Balloons & Spying from Space with York Space Systems Executive Chairman Charles Beames 2/8/23

podcasts@cnbc.com (CNBC) — Wed, 8 Feb 2023 14:51:24 +0000

As the Chinese balloon spectacle wages on, Morgan Brennan speaks with York Space Systems and SpiderOak chairman Charles Beames. As a former Pentagon senior executive, they dive into the surveillance implications of the balloon, the defense sector’s growing investment in space, where satellites fit into the broader picture…and the legacy of Microsoft co-founder Paul Allen. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Watching Powell, State of the Tax Union, Chatbot Wars: Microsoft vs. Google 2/7/23

podcasts@cnbc.com (CNBC) — Tue, 7 Feb 2023 15:49:21 +0000

Carl Quintanilla and Jim Cramer discussed the markets anticipating Fed Chair Jerome Powell's remarks in Washington on Tuesday, as some Fed presidents are calling for much higher rates following Friday's blowout jobs report. Hear what Cramer is calling the "saving grace" of this economy.The anchors also looked ahead to Tuesday night's "State of the Union" address, with President Biden expected to call for a quadrupling of the new stock buyback tax. Also in focus: Microsoft and Google ramp up their battle over artificial intelligence and ChatGPT, DuPont beats, BP's buyback and record profits, travel stocks rally and Activision's CEO defends the company’s merger deal with Microsoft.

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New Market Week, Dell Layoffs and Tesla's 2023 Rally Rolls On 2/6/23

podcasts@cnbc.com (CNBC) — Mon, 6 Feb 2023 15:43:11 +0000

Carl Quintanilla, Jim Cramer and David Faber led off the by discussing what's ahead for the markets, with the Nasdaq in the midst of a five-week win streak. The anchors reacted to a pair of Wall Street notes: Goldman Sachs raised its three-month S&P 500 price target on hopes of a soft landing, while Bank of America said recent earnings revisions are "better than feared." More tech layoffs: Dell announced plans to cut more than 6,600 jobs or 5% of its workforce. Also in focus: Tesla extended its big year-to-date rally after hiking prices of its Model Y SUVs, a legal victory for Elon Musk, plus M&A news sparking some of the day's biggest movers.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jobs Report Surprise, Plus Reaction to Apple, Amazon and Alphabet Earnings 2/3/23

podcasts@cnbc.com (CNBC) — Fri, 3 Feb 2023 15:30:03 +0000

Carl Quintanilla, Jim Cramer and David Faber led off the show with news that surprised Wall Street: The January employment report shows the economy added 517,000 non-farm jobs, blowing well past economists' forecasts. The unemployment rate fell to 3.4%. What does it all mean for the markets and the Fed? The anchors engaged in a wide-ranging discussion about market reaction to quarterly results from Apple, Amazon and Google parent Alphabet. Should you buy into mega-tech? Also in focus: What Ford CEO Jim Farley told CNBC about his company's earnings miss, Nordstrom soars on a report that activist investor Ryan Cohen has taken a stake in the company, plus highlights from Jim's "Back to School Tour." Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Meta Soars, Bracing for More FAANG Earnings, Post-Fed Momentum 2/2/23

podcasts@cnbc.com (CNBC) — Thu, 2 Feb 2023 15:43:51 +0000

Carl Quintanilla, Jim Cramer and David Faber discussed what investors should make of Meta driving the big tech rally. Shares of Facebook's parent soared on a quarterly revenue beat, upbeat guidance, a $40 billion share buyback program and reducing capex estimates. The anchors reacted to Meta CEO Mark Zuckerberg stressing "efficiency" numerous times on the earnings call while making few mentions about the metaverse. Carl, Jim and David also set the stage for Thursday's after-the-bell earnings from FAANG components Apple, Amazon and Alphabet. Also in focus: Broader markets extend gains made following Wednesday's smaller Fed rate hike, earnings blues for the Dow, Ford U.S. auto sales rise in January, plus Jim on what to expect from his "Back to School" tour. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Squawk on the Street 2/1/23

podcasts@cnbc.com (CNBC) — Wed, 1 Feb 2023 16:33:29 +0000

The opening hour of CNBC’s "Squawk on the Street" with Carl Quintanilla, Jim Cramer and David Faber is broadcast each weekday from the floor of the New York Stock Exchange, on site at the opening bell with the up-to-the-minute news investors need to know and interviews with the most influential CEOs and greatest market minds. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Manifest Space #28: The World’s Biggest Airplane with Stratolaunch CEO Zachary Krevor and Ursa Major CEO Joe Laurienti 1/31/23

podcasts@cnbc.com (CNBC) — Tue, 31 Jan 2023 19:38:21 +0000

The company behind one of the world’s largest airplanes is entering the hypersonic space. Morgan speaks with Stratolaunch CEO Zachary Krevor and Joe Laurient, CEO of company’s engine-supplier Ursa Major about their partnership, hypersonic testing and more at the Reagan Defense Forum. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Earnings Barrage, Exxon CEO Fires Back At the White House, Day One for the Fed 1/31/23

podcasts@cnbc.com (CNBC) — Tue, 31 Jan 2023 15:53:43 +0000

On the final trading day of January, Carl Quintanilla, Jim Cramer and David Faber discussed what investors should make of Tuesday's earnings releases from the likes of Caterpillar, McDonald's, Pfizer, Exxon Mobil, General Motors and UPS. The anchors also reacted to Exxon Mobil CEO Darren Woods blasting the Biden Administration's criticism of big oil companies' stock buybacks. He told CNBC, "The White House needs to get its facts straight." Also in focus: The Fed kicks off its two-day policy meeting, activists pressure Salesforce as Marc Benioff once again becomes sole CEO, plus Nike sues Lululemon. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Big Week for Earnings and the Fed, Tesla's January Surge, "Fly, Eagles, Fly" 1/30/23

podcasts@cnbc.com (CNBC) — Mon, 30 Jan 2023 15:32:56 +0000

Carl Quintanilla, Jim Cramer and David Faber focused on a big week for the markets, as Wall Street gears up for everything from key policy decisions by the Fed and other central banks -- to a slew of earnings including results from tech giants Apple, Amazon, Alphabet and Meta. The anchors also discussed what to make of the early 2023 tech rally -- the Nasdaq up 11% and Tesla surging 45% year-to-date heading into Monday's trading session. Also in focus: Salesforce and the activists, EV price cuts at Ford, takeover speculation involving Lucid, and Jim celebrates the Philadelphia Eagles advancing to the NFL's championship game. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Intel "Stumbles", Inflation Eases, AmEx Rallies and Chevron Posts Record Profit 1/27/23

podcasts@cnbc.com (CNBC) — Fri, 27 Jan 2023 15:45:59 +0000

Carl Quintanilla and Jim Cramer focused on shares of Intel tumbling after the chipmaker posted fourth-quarter results that missed expectations -- and warned of a loss in Q1. The anchors reacted to CEO Pat Gelsinger's earnings call comment: "We realize that we stumbled." The Fed's preferred inflation measure -- Core PCE -- eased in December year-over-year, while consumer spending fell and personal income rose last month. With the consumer in mind, Carl and Jim discussed shares of American Express rallying on its quarterly results. Also in focus: Chevron posts a record annual profit one day after announcing a $75 billion share buyback, Salesforce appoints new board members amid activist pressure, Hasbro job cuts, plus – a “puzzling” development. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Tesla Rallies, Q4 GDP at 2.9%, Southwest CEO on Q4 Loss and Holiday Travel Turmoil. 1/26/23

podcasts@cnbc.com (CNBC) — Thu, 26 Jan 2023 16:01:15 +0000

On a day full of earnings news, Carl Quintanilla and Jim Cramer led off the show with Tesla: Shares up sharply on record quarterly results and CEO Elon Musk's optimism about demand. Is the worst over for the stock? A CEO doubleheader: Southwest Airlines' Bob Jordan on everything from the carrier's fourth-quarter loss to its operational disruptions that resulted in a holiday travel meltdown -- and ServiceNow’s Bill McDermott on his company's earnings and the cloud. Also in focus: Economic growth slows to an annual rate of 2.9% in Q4 but slightly beats estimates, earnings winners and losers, Chevron's $75 billion share buyback program, IBM cutting 3,900 jobs, plus Cramer's message on investing in chip stocks. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Manifest Space #27: Coming to America with Rocket Lab CEO 1/26/23

podcasts@cnbc.com (CNBC) — Thu, 26 Jan 2023 14:58:32 +0000

Rocket Lab has made it to U.S. soil, successfully launching three Hawkeye 360 satellites from NASA’s Wallops Island. A first-of-its-kind mission for the startup, Morgan speaks with Rocket Lab CEO about the launch business, the latest in the space stock downturn and, of course, Venus. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Microsoft Slides on Cloud-y Outlook, Boeing CEO on Q4 Miss, DOJ Sues Google...Again 1/25/23

podcasts@cnbc.com (CNBC) — Wed, 25 Jan 2023 15:56:03 +0000

Carl Quintanilla, Jim Cramer and David Faber led off the show with shares of Microsoft falling on news of the company's weaker-than-expected cloud business forecast. What's at stake for big players in the cloud including Amazon? Boeing CEO Dave Calhoun joined the program to discuss his company's Q4 results that missed Wall Street estimates. The anchors also reacted to the Justice Department and attorneys general in eight states suing Google on antitrust grounds, accusing the Alphabet unit of "monopolizing digital advertising technologies." Also in focus: AT&T shares jump on stronger-than-expected Q4 wireless subscriber growth, plus Cramer explains why enterprise software is "the new natural gas." Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Industrials Report, NYSE Trading Issues, Raytheon CEO Greg Hayes 1/24/23

podcasts@cnbc.com (CNBC) — Tue, 24 Jan 2023 15:38:04 +0000

Carl Quintanilla, Jim Cramer and David Faber began the show by discussing the quarterly results for industrial giants 3M and GE. 3M shares were under pressure in early trading after missing on earnings; separately, the company announced that it will cut 2,500 jobs. Other names out with reports included Johnson & Johnson, Lockheed Martin, and Union Pacific. After the opening bell, several stocks were halted on the New York Stock Exchange due to an apparent technical issue. Major names impacted included Verizon, Wells Fargo and McDonald’s. To close out the hour, Morgan Brennan joined the desk to participate in an exclusive interview with Raytheon Technologies Chairman & CEO, Greg Hayes. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Activist Attention, More Tech Layoffs, Semis Surge 1/23/23

podcasts@cnbc.com (CNBC) — Mon, 23 Jan 2023 15:21:19 +0000

Carl Quintanilla, Jim Cramer and David Faber began the hour by breaking down the markets, with the Dow and S&P aiming to bounce back from their first weekly losses of 2023. Salesforce was one of the key names to watch in early trading, as the stock received a boost on news that Elliott Management has a multi-billion dollar stake in the company. Staying with the tech sector, the anchors then shifted their attention to Spotify, the latest company to announce layoffs, cutting 6% of its global workforce. CEO Daniel Ek said he was “too ambitious in investing ahead of our revenue growth.” Also in the mix: Cramer broke down Barclays’ bullish call on the chip sector, which gave names like QCOM and AMD a lift. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Netflix Subs Beat Forecasts and Hastings Steps Down As Co-CEO, Alphabet to Cut 12,000 Jobs. 1/20/23

podcasts@cnbc.com (CNBC) — Fri, 20 Jan 2023 15:37:06 +0000

Carl Quintanilla, Jim Cramer and David Faber led off the show with Netflix shares up sharply in reaction to larger-than-expected quarterly subscriber growth. The company also announced that founder Reed Hastings stepped down as Co-CEO and would stay on as executive chairman. COO Greg Peters succeeded Hastings as Co-CEO and is serving in that role alongside Ted Sarandos. What does it all mean for Netflix stock? The anchors also reacted to Alphabet becoming the latest tech giant to announce layoffs. The parent of Google said it plans to cut about 12,000 jobs or 6% of its workforce. Also in focus: Wayfair laying off about 10% of its workforce amid slumping sales, The FDA rejects accelerated approval of Lilly's Alzheimer's drug, plus what to expect from next week's earnings barrage -- including results from Microsoft, Tesla and Boeing. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Markets Extend Losses, Dimon and Gorman in Davos, Low Tide for P&G, Bracing for Netflix Earnings 1/19/23

podcasts@cnbc.com (CNBC) — Thu, 19 Jan 2023 15:41:02 +0000

Carl Quintanilla, Jim Cramer and David Faber discussed the markets extending Wednesday's losses amid investor concerns about growth. The anchors reacted to comments made to CNBC by two big bank CEOs at the World Economic Forum in Davos, Switzerland: JPMorgan Chase's Jamie Dimon said he expects interest rates to rise above 5%, while Morgan Stanley's James Gorman expressed his belief that inflation has "clearly" peaked. Procter & Gamble shares fall on quarterly results as the company faces headwinds from rising costs. Also in focus: What to expect from Netflix's after-the-bell earnings, a double downgrade for Charles Schwab, shares of Discover slide on the company's outlook for credit card charge-offs. Plus -- is now the time to buy Boeing? Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Big Tech Layoffs: Microsoft to Eliminate 10,000 Jobs 1/18/23

podcasts@cnbc.com (CNBC) — Wed, 18 Jan 2023 15:34:53 +0000

Carl Quintanilla, Jim Cramer and David Faber engaged in a wide-ranging discussion about the big story of the morning: Microsoft confirmed it plans to cut about 10,000 jobs or 5% of its workforce, joining the ranks of tech giants implementing layoffs. The company also said it is taking a $1.2 billion charge in fiscal Q2 related to severance costs and other changes. Also in focus: Wholesale inflation eases but retail sales fall in December, Nasdaq aims for an eight-session win streak, Goldman Sachs CEO David Solomon's comments to CNBC about a potential "soft landing," United jumps on earnings and guidance, Microsoft and Activision one year after their $69 billion deal was announced. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Goldman Misses on Earnings, Morgan Stanley Beats, Disney Fires Back At Peltz 1/17/23

podcasts@cnbc.com (CNBC) — Tue, 17 Jan 2023 15:38:11 +0000

Jim Cramer and David Faber delved deeper into another set of big bank earnings, discussing what to make of Goldman Sachs posting weaker-than-expected quarterly results while Morgan Stanley beats on profits and revenue. Breaking news on the Disney-Nelson Peltz proxy fight: Disney strikes back at the activist investor, saying he "lacks the skills" to assist the company's board. Also in focus: China's economic growth slowed sharply in 2022 to 3% due to COVID lockdowns, Trial day for Elon Musk over his Tesla tweets, Emerson goes hostile on the M&A front and Guggenheim downgrades Microsoft to "Sell." Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Bank Earnings Parade, BlackRock CEO Larry Fink "First on CNBC" and Tesla Falls on Price Cuts 1/13/23

podcasts@cnbc.com (CNBC) — Fri, 13 Jan 2023 15:43:24 +0000

Jim Cramer and David Faber took an in-depth look into quarterly results from JPMorgan Chase, Bank of America, Citigroup and Wells Fargo. It is time to buy the banks? BlackRock Chairman & CEO Larry Fink joined the program. In a wide-ranging interview, the head of the world's largest asset manager discussed his firm's earnings, long-term investing and the ESG backlash. Also in focus: Tesla shares fall sharply and drag the auto sector lower after the company slashed vehicle prices in the U.S. and Europe, while shares of Delta Air Lines slump despite better-than-expected Q4 results. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Consumer Inflation Eases, Nelson Peltz "First on CNBC" on Disney Proxy fight 1/12/23

podcasts@cnbc.com (CNBC) — Thu, 12 Jan 2023 15:27:55 +0000

Carl Quintanilla, Jim Cramer and David Faber focused on two big stories: Key inflation data showing the December Consumer Price Index down 0.1% from November levels and easing year-over-year for a sixth consecutive month -- and Trian nominates activist investor Nelson Peltz for a seat on Disney's board. Peltz joined the program to discuss his proxy fight against Disney and the changes he would like to see at the Magic Kingdom. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

FAA System Outage Disrupts Airlines, Markets Brace for CPI, "Growth Purgatory" for Salesforce? 1/11/23

podcasts@cnbc.com (CNBC) — Wed, 11 Jan 2023 15:38:33 +0000

Carl Quintanilla, Jim Cramer and David Faber focused on the airlines after the Federal Aviation Administration grounded flights nationwide due to a system outage. The FAA eventually allowed flights to resume but airlines experienced thousands of delays and hundreds of cancellations. The anchors also discussed inflation and the markets ahead of Thursday's CPI data -- and reacted to eye-opening takes on the market from Morgan Stanley CIO Mike Wilson and DoubleLine CEO Jeffrey Gundlach. Also in focus: Bernstein downgrades Salesforce and sees "growth purgatory" for the company, FTX founder Sam Bankman-Fried's comments to Puck News, Tesla files to expand its Texas Gigafactory, "Faber Report": Will WWE Sell? Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Powell Speaks, Coinbase Layoffs, Disney CEO's "Four Days" Message to Employees 1/10/23

podcasts@cnbc.com (CNBC) — Tue, 10 Jan 2023 15:48:06 +0000

Carl Quintanilla, Jim Cramer and David Faber discussed what investors should make of Tuesday's comments from Fed Chair Jerome Powell. In remarks delivered to Sweden’s central bank, Powell said the Fed needs to remain independent from political influence while battling inflation -- adding that "Price stability is the bedrock of a healthy economy." The anchors also reacted to Coinbase announcing its second round of layoffs in less than a year, plus what the company's CEO Brian Armstrong told CNBC about cutting 20% of its workforce. Also in focus: Disney CEO Bob Iger tells employees they would be required to work in a Disney office four days a week, Warner Bros. Discovery's big 2023 rebound, plus Apple reportedly plans to replace a key Broadcom chip with an in-house design. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Markets Jump, Lulu Slumps, Jack Ma Cedes Control of Ant Group, Merck CEO "First on CNBC" 1/9/23

podcasts@cnbc.com (CNBC) — Mon, 9 Jan 2023 15:47:42 +0000

Carl Quintanilla, Jim Cramer and David Faber discussed the markets extending gains after a positive first week of 2023 for stocks. The anchors also explored woes for a pair of retailers: Shares of Lululemon and Macy's each down sharply on holiday quarter guidance. Carl, Jim and David reacted to Ant Group founder Jack Ma ceding control of the Chinese fintech giant, and the boost to shares of Alibaba, which owns a roughly 33% stake in Ant. Merck CEO Robert Davis offered his outlook for the pharma giant "First on CNBC" from the J.P. Morgan Healthcare Conference in San Francisco. Also in focus: Goldman Sachs reportedly set to begin layoffs, plus a look at the stocks rising more than 100% on M&A news. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Markets Jump on Jobs Report, Tesla Extends Stock Slump on Price Cuts in China 1/6/23

podcasts@cnbc.com (CNBC) — Fri, 6 Jan 2023 15:44:52 +0000

Carl Quintanilla and Jim Cramer discussed stocks jumping on the better-than-expected December employment report: Non-farm payrolls up 223,000, the unemployment rate fell to 3.5% and wage growth slowed. Labor Secretary Marty Walsh joined the program with White House reaction to the numbers. Tesla shares extended losses after the automaker slashed prices in China for the second time in less than three months. Also in focus: Costco leading the gains in consumer stocks, upgrades and downgrades, the challenges of finding a bull market, Cramer on how to play Apple and why he likes the "slowdown stocks." Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Amazon Cutting 18,000 jobs, “Fedspeak “and 5% Rates, Tesla's China Slide, Silvergate Plunges on FTX Effect 1/5/23

podcasts@cnbc.com (CNBC) — Thu, 5 Jan 2023 16:04:42 +0000

Carl Quintanilla and Jim Cramer led off the show with a wide-ranging discussion about Amazon's plans to cut 18,000 jobs and how many more layoffs we might see in the tech sector. Wednesday night on CNBC, Jim urged Amazon to reduce headcount shortly before CEO Andy Jassy issued a memo to employees about the cuts. The anchors also reacted to comments from Kansas City Fed President Esther George, who told CNBC she sees interest rates above five percent until inflation is under control. Also in focus: Tesla shares fall on a slump in deliveries of its China-made vehicles, crypto-focused bank Silvergate Capital plummets after disclosing a plunge in deposits in wake of FTX's collapse, what to make of Wall Street's downgrade parade – and bright spots, plus Microsoft CEO Satya Nadella tells CNBC why he sees a "challenging" two years ahead for tech. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Manifest Space #26: Satellite Connectivity & Co-opetition with SES CEO Steve Collar 1/5/23

podcasts@cnbc.com (CNBC) — Thu, 5 Jan 2023 15:00:00 +0000

As satellite operators send more spacecraft to orbit to connect their broadband services globally, Morgan breaks down the business case for internet constellations with SES CEO Steve Collar. Following the deployment of the first payloads for its O3b mPOWER constellation, they discuss surging satellite demand, the company’s partnership with SpaceX and a potential merger between SES and Eutelsat. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Tech in Focus: Salesforce Job Cuts, Microsoft Downgraded, Apple and Tesla's Rough Start to 2023 1/4/23

podcasts@cnbc.com (CNBC) — Wed, 4 Jan 2023 15:43:11 +0000

Carl Quintanilla and Jim Cramer took a deep dive into tech: Salesforce plans to cut about 10% of its workforce. The anchors weigh in on the stock and what Co-CEO Marc Benioff said in his letter to employees. Microsoft shares fell sharply after UBS downgraded the stock from "Buy" to "Neutral." Hear what Jim had to say about that call. All of this happening one day after Apple closed trading with a valuation below $2 trillion for the first time since 2021 -- and Tesla shares tumbled, experiencing their worst day in more than two years. Also in focus: Regulators warn banks about crypto risks, Chinese stocks rally, oil prices under pressure and GE Healthcare begins trading after being spun off from General Electric. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Cramer's Playbook for 2023, Tesla Deliveries Miss 2022 Target, Blackstone Pres. Jon Gray on $4B Investment 1/3/23

podcasts@cnbc.com (CNBC) — Tue, 3 Jan 2023 15:34:15 +0000

On the first trading day of the new year, Jim Cramer and David Faber explored what's ahead for stocks after the worst year for the markets since 2008. Jim outlines his investment playbook for 2023. The anchors also discussed the continuing slump in Tesla shares after the company missed its deliveries target for 2022. Cramer explains why he believes this is the year Ford and General Motors are "coming for Tesla." Blackstone President & COO Jon Gray joined the program to discuss the $4 billion investment his firm's real estate investment trust is receiving from the University of California, after the BREIT fund experienced a surge in redemptions last month. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Last Trading Day of 2022 12/30/22

podcasts@cnbc.com (CNBC) — Fri, 30 Dec 2022 15:42:14 +0000

Morgan Brennan, Scott Wapner and Mike Santoli started the hour with a look back at stocks’ performance for 2022. All major indices were on pace for their worst performances since 2008; the Nasdaq the biggest laggard among the 3, down more than 30% year-to-date. CNBC also had new data from its Delivering Alpha Survey, with 40% of respondents saying they believe the S&P will rise somewhere between 6% - 10% in 2023. The anchors then shifted to the latest around Southwest Airlines, as the company said it expects to operate a normal schedule. Around the bells, the anchors also hit the tough year for cryptocurrencies; Bitcoin is set to end the year below $17K, and down more than 60% for 2022. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Musk’s Message, Covid Concerns, Honing in on Housing 12/29/22

podcasts@cnbc.com (CNBC) — Thu, 29 Dec 2022 15:25:54 +0000

Morgan Brennan, Scott Wapner and Mike Santoli began the hour with Tesla, trying to build on yesterday’s gains after snapping a 7-day losing streak. CEO Elon Musk sent a note to employees telling them “don’t be too bothered by stock market craziness.” After that, the anchors then discussed the broader markets will the major indices trying to rally a day after the Nasdaq touched its lowest level in more than 2 years, following rising Covid concerns out of China. Also in the mix: CNBC’s senior real estate correspondent Diana Olick broke down some weaker-than-expected numbers in the housing market to end the year. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Manifest Space #25: Launching into 2023 with United Launch Alliance CEO Tory Bruno 12/29/22

podcasts@cnbc.com (CNBC) — Thu, 29 Dec 2022 15:02:45 +0000

2022 was a massive year for space, from a series of NASA milestones to the rise of mega-constellations. So why did publicly-traded space stocks crash this year, even as launch demand rises? Morgan sat down with United Launch Alliance CEO Tory Bruno to discuss the launch market, the company’s heavy-lift Vulcan rocket, and the outlook for the next year. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Southwest Woes Continue, AMC CEO’s Salary Freeze, Tesla Turnaround? 12/28/22

podcasts@cnbc.com (CNBC) — Wed, 28 Dec 2022 15:26:02 +0000

Morgan Brennan, Scott Wapner and Mike Santoli started the hour by breaking down the ongoing volatility around Tesla. Baird reiterated its “outperform” rating on the stock this morning, but lowered its price target to $252 from $316, the second price cut for Tesla in under a week. The anchors then shifted to the latest troubles for Southwest, as the stock continued to drop amid more flight cancellations. CEO Bob Jordan posted a video a last night, apologizing to his customers for the ongoing troubles saying he is “truly sorry.” Around the bells: they also mentioned AMC CEO Adam Aron asking his board of directors to freeze his salary in 2023 amid the company’s sliding stock price. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

China to Reopen, Cancellation Chaos, Tesla’s Turbulence 12/27/22

podcasts@cnbc.com (CNBC) — Tue, 27 Dec 2022 17:08:28 +0000

Morgan Brennan, Scott Wapner and Bob Pisani began the hour by breaking down the market action for the last trading week of 2022 as stocks tried to rally on news that China would drop quarantine requirements for international arrivals starting in January. Staying with travel, the anchors then shifted to discuss a chaotic weekend of holiday travel. Southwest Airlines canceled another 2,500 flights Tuesday and warned that mass disruptions will continue throughout the week, drawing scrutiny from the Transportation Department as other airlines recovered from severe winter weather. Also in the mix: Tesla shares continued to sink lower, and was on pace for its 7th straight day of losses. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Musk Says He'll Pause Tesla Share Sales, Inflation and Market Volatility, SBF Released on $250M Bond 12/23/22

podcasts@cnbc.com (CNBC) — Fri, 23 Dec 2022 17:05:04 +0000

On the final trading day before Christmas, Carl Quintanilla and Jim Cramer discussed Elon Musk's promise to pause selling more shares of Tesla -- but that news didn't stop the stock from continuing its slump. How low can it go? On the crypto front: FTX founder Sam Bankman-Fried under house arrest after being released on $250 million bond, as he awaits trial on criminal charges related to the collapse of his crypto exchange. Also in focus: Market volatility, An inflation gauge closely watched by the Fed came in tamer than a year ago, Microsoft versus the FTC and Cramer highlights stocks worthy of your attention heading into 2023. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Bankman-Fried Extradited to U.S., Tepper's "Leaning Short,” Micron’s Miss Pressures Chip Sector 12/22/22

podcasts@cnbc.com (CNBC) — Thu, 22 Dec 2022 16:00:23 +0000

Carl Quintanilla, Jim Cramer and David Faber reacted to Sam Bankman-Fried's return to U.S. soil after being extradited from the Bahamas. The founder of FTX set to be arraigned in federal court as he faces criminal fraud charges related to the collapse of his crypto exchange. The anchors also discussed comments from billionaire investor David Tepper after he told CNBC he is "leaning short" on equities. Also in focus: Micron dragging semiconductor stocks lower after quarterly results missed expectations and the company announced job cut plans, Q3 GDP revised higher, the NFL and YouTube strike a "Sunday Ticket" deal, Carmax tumbles, AMC plunges after announcing a capital raise, plus Tesla's stock slump: A buying opportunity? Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Nike and FedEx Fuel Rally, What Musk Blames for Tesla's Stock Slide, An NFL "Ticket" for Google? 12/21/22

podcasts@cnbc.com (CNBC) — Wed, 21 Dec 2022 15:48:17 +0000

Carl Quintanilla, Jim Cramer and David Faber discussed the big stories fueling Wednesday's market rally: Nike shares surging on better-than-expected quarterly results and raised guidance, while FedEx also gets a lift on an earnings beat and its vow to continue aggressive cost-cutting measures. The anchors also reacted to Tesla shares hitting fresh 52-week lows and Elon Musk's tweet highlighting what he believes is to blame for the stock's slump, plus his promise to resign as Twitter CEO once he finds a successor. Also in focus: Published reports say Google's YouTube is in advanced talks for exclusive rights to the NFL Sunday Ticket subscription-only package. What could this mean for shares of Alphabet and streaming stocks? Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Wells Fargo Settles With CFPB, Sources Say Elon Musk Is Searching For a Twitter CEO 12/20/22

podcasts@cnbc.com (CNBC) — Tue, 20 Dec 2022 15:46:13 +0000

Jim Cramer and David Faber engaged in wide-ranging discussions about Wells Fargo's multi-billion dollar settlement with the Consumer Financial Protection Bureau. The CFPB said it has ordered the bank to pay a penalty for "widespread mismanagement of auto loans, mortgages and deposit accounts." David with new reporting on the Twitter saga: Sources telling him Elon Musk is actively searching for a CEO to run the company. Also in focus: Big tech weakness, the Bank of Japan's action that surprised the global markets, plus what to expect from FedEx and Nike results after the close -- and what they might say about the consumer. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Manifest Space #24: Maxar Goes Private with Advent International Chair David Mussafer 12/20/22

podcasts@cnbc.com (CNBC) — Tue, 20 Dec 2022 15:00:00 +0000

In a big week for defense deal-making, private-equity firm Advent International is acquiring satellite operator Maxar Technologies in a deal valued at $6.4 billion at a nearly 129% premium. Morgan sits down with Advent International Chairman & Managing Partner David Musaffer to discuss the acquisition, the satellite market and the private markets’ role in M&A. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Tesla Rises on Musk-Twitter Poll, EU vs. Meta, Costco CEO Exclusive on Inflation and the Consumer 12/19/22

podcasts@cnbc.com (CNBC) — Mon, 19 Dec 2022 15:49:06 +0000

Jim Cramer and David Faber led off the program with Elon Musk's Twitter poll: The majority of the platform's users said Musk should step down as head of Twitter. The anchors explored what it all means for shares of Tesla, which have tumbled since Musk closed the Twitter deal in late October. Also on the tech front -- the EU has charged Meta with antitrust violations. Costco CEO Craig Jelinek joined the show exclusively and offered some eye-opening perspectives on inflation, the consumer and the holiday shopping season. Also in focus: The Senate Banking Committee Chair mulls the idea of a crypto ban, Disney shares slump as the "Avatar" sequel’s box office debut comes in shy of expectations, plus Cramer's skepticism regarding L3Harris' $4.7 billion deal to acquire Aerojet Rocketdyne. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Buying Into the Post-Fed Sell-off, Adobe and Meta Jump, Musk & Twitter: The Suspension Saga 12/15/22

podcasts@cnbc.com (CNBC) — Fri, 16 Dec 2022 16:06:51 +0000

Jim Cramer and David Faber delved into another day of selling on Wall Street amid rate hike and recession worries. Jim highlights the stocks he says "would do just fine" in a slowing economic environment. The anchors also discussed bright spots in the tech sector -- Adobe shares up sharply after posting a quarterly earnings beat and Meta higher on an upgrade from J.P. Morgan. Jim and David reacted to Twitter's decision to suspend accounts of several journalists, Elon Musk's tweets about that move, plus the "Musk effect" on slumping Tesla shares. Also in focus: A stock that doubled on news of a buyout. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Rate Hike Jitters Spark Market Sell-off, plus Elon Musk Sells More Tesla Shares As The Twitter Saga Rolls On. 12/15/22

podcasts@cnbc.com (CNBC) — Thu, 15 Dec 2022 15:57:05 +0000

Carl Quintanilla, Jim Cramer and David Faber focused on the markets extending Wednesday's losses into a sell-off, one day after the Fed announced a 50-basis point rate hike and signaled more increases to come as it battles inflation. The Bank of England and the European Central Bank each followed the Fed with similar rate hikes on Thursday. Jim highlights which stocks to buy -- and the ones to avoid -- in this market environment. The anchors also discussed Elon Musk's sale of another $3.6 billion of Tesla shares -- and the company's market cap sliding below $500 billion -- amid investor concerns about Musk's role at Twitter. Also in focus: Retail sales fell sharply in November, What's driving the rally in Chinese shares, plus Cramer explains why he's bullish on Bob Iger upon his return as Disney CEO. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Fed Decision Day, Tesla Investor Angst Over Musk, FTX and "Old-Fashioned Embezzlement" 12/14/22

podcasts@cnbc.com (CNBC) — Wed, 14 Dec 2022 15:22:47 +0000

Carl Quintanilla, Jim Cramer and David Faber focused on markets anticipating Wednesday's Fed interest rate hike decision, policy statement and Fed Chair Powell's news conference. What's at stake for your portfolio? The anchors explored Tesla's ongoing stock slump as key investors express frustration with Elon Musk's focus on Twitter. Also in the spotlight: A Senate Banking Committee hearing on FTX's collapse one day after new FTX CEO John Ray III told House lawmakers the bankrupt crypto exchange engaged in "old-fashioned embezzlement." Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Consumer Inflation Data Fuels Rally, SBF Arrested and Indicted, Boeing CEO on Huge United Order 12/13/22

podcasts@cnbc.com (CNBC) — Tue, 13 Dec 2022 15:50:51 +0000

Carl Quintanilla, Jim Cramer and David Faber led off the show with cooler-than-expected inflation data sparking a rally on Wall Street: The November Consumer Price Index rose 7.1% year-over-year, fueling hopes that tomorrow's Fed decision will result in a less aggressive interest rate hikes. The anchors discussed the big news surrounding Sam Bankman-Fried: After being arrested in the Bahamas at the request of the U.S., the founder and former CEO of FTX was hit with an eight-count federal indictment, with charges including wire fraud and conspiracy. The SEC charged Bankman-Fried with defrauding investors in FTX. Boeing CEO Dave Calhoun joined the program to discuss United Airlines making the biggest 787 Dreamliner order in Boeing's history. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

M&A Monday, Big Week for the Markets, BofA: “Short U.S. Tech" in 2023. 12/12/22

podcasts@cnbc.com (CNBC) — Mon, 12 Dec 2022 15:52:45 +0000

Carl Quintanilla, Jim Cramer and David Faber led off the program with a busy day in M&A: Amgen agreeing to acquire Horizon Therapeutics in a deal valued at $27.8 billion, Thoma Bravo to take Coupa Software private in an $8 billion transaction and barbecue grill maker Weber agrees to a $2.3 billion buyout from BDT Capital. The anchors also explored what's at stake for the markets this week, with the Consumer Price Index due out Tuesday and the Fed's decision on interest rates scheduled for Wednesday. Also in focus: Bank of America says "Short U.S. Tech" is among its "Top 10 Trades for 2023," Tesla shares slump further as Elon Musk and Twitter remain in the spotlight, Goldman Sachs cuts RH to "Sell" as part of a wide-ranging retail sector call, plus the anchors remember the motion picture, "Wall Street" -- 35 years later. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Manifest Space #23: SLS Splashdown with Former NASA Administrator Jim Bridenstine

podcasts@cnbc.com (CNBC) — Mon, 12 Dec 2022 15:22:08 +0000

NASA's Artemis I came to a close this weekend, wrapping up a nearly 26-day unmanned spaceflight around the moon. The mission marks the first flight of SLS, the most powerful operational rocket, and kicks off a series of missions which will eventually send Americans back to the lunar surface. Morgan discusses the historic mission, outlook for future launches and the lunar economy with former NASA Administrator Jim Bridenstine. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Hotter-Than-Expected PPI, the FTC vs. Microsoft-Activision, An Exclusive With Lululemon's CEO 12/9/22

podcasts@cnbc.com (CNBC) — Fri, 9 Dec 2022 15:42:45 +0000

Carl Quintanilla, Jim Cramer and David Faber led off the show with market reaction to new wholesale inflation data: The Producer Price Index for November came in hotter than expected, ahead of next week's Fed decision on interest rates. David highlighted three items on investors' radar as the Federal Trade Commission seeks to block Microsoft's planned acquisition of Activision Blizzard. Lululemon CEO Calvin McDonald joined the program to discuss his company's Q3 earnings beat, the holiday quarter guidance pressuring the stock and managing pricing power in an inflationary environment. Also in focus: Costco misses, the message from RH's CEO, Broadcom shares jump, Salesforce Chairman and Co-CEO Marc Benioff defends the company's stock and FTX founder Sam Bankman-Fried said he'll testify before Congress next week. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Tesla’s Turbulent Track, Exxon Boosts Buybacks, Blackstone’s Jon Gray 12/8/22

podcasts@cnbc.com (CNBC) — Thu, 8 Dec 2022 15:35:37 +0000

Carl Quintanilla, Jim Cramer and David Faber began the show by breaking down the markets with the S&P coming off its 5th negative session in a row. They also reacted to Citi CEO Jane Fraser warning that the United States is likely to enter a recession in 2023. The anchors then talked Tesla, down again in early trading on a report that the company is shortening Shanghai factory shifts and delaying new hires. Also in the hour: David had an exclusive interview with Blackstone President Jon Gray, over the company’s decision to limit withdrawals from its $69 billion private REIT. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Easing Restrictions, Paramount CEO Bob Bakish, Strength in Soup 12/7/22

podcasts@cnbc.com (CNBC) — Wed, 7 Dec 2022 15:46:59 +0000

Carl Quintanilla, Jim Cramer and David Faber started the hour by taking a closer look at China relaxing its Covid restrictions and moving away from its ‘zero-Covid’ policy. China’s trade also plunged to its lowest level since 2020 amid those Covid curbs. The anchors also turned to Paramount Global, which moved lower again after the company warned of an ad sale slowdown; David sat down exclusively with Paramount CEO Bob Bakish. Also in the mix: Jim broke down Campbell Soup for his ‘Mad Dash’ after the company moved higher on its earnings beat. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Stocks Aim to Rebound, Fading CEO Optimism, Crypto a “Sideshow?” 12/6/22

podcasts@cnbc.com (CNBC) — Tue, 6 Dec 2022 16:08:19 +0000

Carl Quintanilla, Jim Cramer and David Faber began the hour by breaking down the markets aiming to rebound a day after stocks suffered their worst performance in nearly a month. The S&P also posted its third straight day of declines. The anchors then turned their attention to cryptocurrencies, after JPMorgan CEO Jamie Dimon called the industry a “sideshow.” Dimon also went on to say tokens are “like pet rocks.” Also in the mix: shares of Meta dropped again following news that the company’s oversight board concluded that Meta gives its VIP users an unfair advantage. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

New Market Week, The "China Effect" on Tesla, Chinese Stocks Rally and SBF Tweets "I Will Testify." 12/5/22

podcasts@cnbc.com (CNBC) — Mon, 5 Dec 2022 15:46:51 +0000

Carl Quintanilla, Jim Cramer and David Faber explored what to expect from the markets after a positive week for stocks. China playing a big role in the discussion: Oil prices higher and Chinese stocks such has Alibaba in rally mode after China loosened some COVID restrictions, Morgan Stanley ups Chinese equities to "overweight," Apple reportedly looking to move some of its production out of China and Tesla shares slump on reports the automaker is cutting Model Y production in Shanghai. Also in focus: FTX founder Sam Bankman-Fried tweeted he "will testify" before House lawmakers at some point, the CEO of North Face and Timberland parent VF Corp. to retire, Starbucks downgraded, a media stocks roundup and Delta's big pay hike in its deal with pilots. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Markets Fall On Jobs Report, Assessing the Corporate Layoffs Picture and Musk Talks Tesla Semi: "Badass" 12/2/22

podcasts@cnbc.com (CNBC) — Fri, 2 Dec 2022 16:10:15 +0000

Jim Cramer and David Faber led off the show with reaction to the stronger-than-expected November employment report, which reignited market fears of aggressive Fed interest rate hikes. 263,000 non-farm jobs were created, the unemployment rate remained at 3.7% and wage growth surged. Was Wednesday's "Powell Rally" ill-advised? The anchors also assessed hiring freezes and layoffs in the tech and banking sectors. On the autos front: Ford vehicle sales fell in November but EV sales more than doubled from a year ago. Tesla delivered its first heavy duty electric semi to PepsiCo. CEO Elon Musk described the truck as a "badass rig." Also in focus: Marvell shares sink, crude oil's big weekly rally, Barclays downgrades Blackstone following BREIT limit, plus the anchors weigh in on Credit Suisse, Disney and Salesforce. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Morning After the "Powell Rally", Salesforce Not On Cloud Nine, Messages From SBF and Zuckerberg. 12/1/2022

podcasts@cnbc.com (CNBC) — Thu, 1 Dec 2022 16:09:52 +0000

Jim Cramer and David Faber looked at what's ahead for the markets one day after Fed Chair Jerome Powell's comments on moderating interest rate hikes sparked a Wednesday afternoon rally for stocks. Salesforce shares fell sharply after the company announced Bret Taylor is stepping down as Co-CEO and that Marc Benioff would once again be sole CEO and remain chairman. Jim and David explored what Taylor's departure could mean for Salesforce -- and discussed his role at Twitter, where he served as chairman as the company was being sold to Elon Musk.Also in focus: What FTX founder Sam Bankman-Fried and Meta CEO Mark Zuckerberg told CNBC's Andrew Ross Sorkin at the New York Times DealBook Summit, Snowflake shares erase post-earnings declines, other earnings movers including Kroger and PVH, and Musk tweets about Apple and Tim Cook. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Markets Brace for Powell, DoorDash Cuts Jobs, SBF's Bank Account and Spotify's CEO Slams Apple ... Again 11/30/22

podcasts@cnbc.com (CNBC) — Wed, 30 Nov 2022 15:54:55 +0000

Carl Quintanilla, Jim Cramer and David Faber led off the show with the markets anticipating Fed Chair Jerome Powell's Wednesday speech, watching to see what he might say about the path of interest rate hikes. The anchors also reacted to DoorDash cutting about 1,250 jobs to rein in costs, plus FTX founder Sam Bankman-Fried telling Axios he had $100,000 in his bank account “last I checked” Spotify CEO Daniel Ek renewed his criticism of Apple in a series of tweets, after Twitter owner Elon Musk slammed the iPhone maker over App Store fees. Also in focus: A report from Beijing on the China COVID protests, earnings movers, Crowdstrike shares tumble, Carvana downgraded again, Disney “restructuring” in the new Bob Iger era, the takeover battle involving Horizon Therapeutics, plus comments Cramer made about Hormel that you won't want to miss. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Asia Markets Rally, Musk vs. Apple, Disney’s Hiring Freeze 11/29/22

podcasts@cnbc.com (CNBC) — Tue, 29 Nov 2022 15:42:26 +0000

Carl Quintanilla and Jim Cramer kicked off the hour by looking at the rally in Asia markets as Chinese health authorities reported an uptick in senior vaccination rates. They continued the conversation with CNBC’s Eunice Yoon, who reported that Zhengzhou, or China’s iPhone city, is set to lift its current lockdown as scheduled. The anchors then turned to Elon Musk taking on Apple in a series of Tweets claiming, “Apple has also threatened to withhold Twitter from its App Store, but won’t tell us why.” Also in the mix: Disney CEO Bob Iger announced during his first town hall since returning to the company that he won’t remove its hiring freeze. Cramer said Disney’s stock is a “Buy.” Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

China Unrest Pressures Stocks, Black Friday Bonanza and Town Hall Time for Disney CEO Iger. 11/28/22

podcasts@cnbc.com (CNBC) — Mon, 28 Nov 2022 15:36:28 +0000

Carl Quintanilla and Jim Cramer kicked off the week by focusing on global markets under pressure, as protests in China over that country's "zero-COVID" policy spark concerns about growth and demand in the world's second largest economy. Coverage includes a report from on the ground in Beijing. The anchors also discussed the latest holiday shopping report cards, including data from Adobe which show Black Friday online sales set a new record. Disney also in the spotlight ahead of CEO Bob Iger's Monday town hall meeting with employees. Also in focus: Upgrades for Activision, WTI crude falls into negative territory for the year and casino stocks get a Macau boost. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Profiting From Black Friday, the China COVID Effect Hits Apple, M&A: The FTC vs. Microsoft-Activision 11/25/22

podcasts@cnbc.com (CNBC) — Fri, 25 Nov 2022 15:55:50 +0000

Carl Quintanilla, David Faber and Morgan Brennan covered all of the retail bases on Black Friday, focusing on what investors can expect from the nation's chain stores this holiday season. A Cowen retail analyst joined the program with his Black Friday picks. A report from on the ground in Beijing: Apple shares under pressure as the company tries to quell unrest at Foxconn's major iPhone factory amid China's COVID-19 lockdowns and a rise in infections. The anchors reacted to a report which says The Federal Trade Commission is likely to challenge Microsoft's planned $69 billion acquisition of Activision. Oppenheimer Asset Management's chief strategist offered his market outlook. Will we see a "Santa Claus rally"? Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Pre-Holiday Movers, China COVID Lockdowns, Foxconn iPhone Plant Unrest and Credit Suisse's $1.6B Warning 11/23/22

podcasts@cnbc.com (CNBC) — Wed, 23 Nov 2022 15:38:00 +0000

On the final trading day before Thanksgiving, Carl Quintanilla, David Faber and Mike Santoli discussed the markets ahead of Black Friday, including reaction to earnings from the likes of Nordstrom. Veteran market strategist Bob Doll joined the anchors with his market outlook and take on the Fed. David's "Faber Report" focused on Credit Suisse warning of a $1.6 billion loss in the fourth quarter. China's COVID lockdown also in the spotlight: A report from on the ground in Beijing after unrest at Foxconn's massive iPhone assembly plant. Also in focus: HP to cut up to 6,000 jobs, Wall Street notes on Tesla and the Elon Musk effect, plus the FTX collapse - from bankruptcy hearing developments to Sam Bankman-Fried's latest mea culpa. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

One Year Since Nasdaq's Record Intraday High, Day Two of Iger's Return to Disney and Retailers' Pre-Black Friday Rally 11/22/22

podcasts@cnbc.com (CNBC) — Tue, 22 Nov 2022 15:52:38 +0000

Carl Quintanilla, Jim Cramer and David Faber explored what's ahead for tech stocks on the anniversary of Nasdaq's record intraday high. Since hitting that milestone a year ago, the index has fallen by more than 30% -- with names such as Meta and Netflix losing more than half of their value. The anchors also discussed the road ahead for Disney on the second day of Bob Iger's return to the company as CEO. Also in focus: Best Buy among the leaders of a retail earnings rally ahead of Black Friday, reaction to tech earnings from Dell and Zoom, the Musk-Twitter effect on Tesla shares and Credit Suisse downgrades Blackstone. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Disney Stunner: Bob Iger Returns As CEO, Bob Chapek is Out 11/21/22

podcasts@cnbc.com (CNBC) — Mon, 21 Nov 2022 15:53:07 +0000

Jim Cramer and David Faber engaged in a wide-ranging discussion involving surprising news out of Disney: Bob Iger has returned to the company as CEO, replacing his successor, Bob Chapek. Disney shares surged on news of the shakeup. The anchors explored the challenges Iger will face. David also highlighted flashbacks of his interviews with Iger and Chapek. Also in focus: The China COVID-19 lockdown effect on oil prices, playing big tech, FTX's $3.1 billion dilemma, the Elon Musk-Twitter drama and Jim's eye-opening comments about investing in enterprise software stocks. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Markets vs. the FTX Collapse, Retailers Rally and An Exclusive With Visa's Outgoing and Incoming CEOs 11/18/22

podcasts@cnbc.com (CNBC) — Fri, 18 Nov 2022 15:42:40 +0000

Jim Cramer and David Faber discussed stocks being on track for a negative week, but showing some resiliency in the face of the FTX collapse and its impact on crypto. The anchors also explored a retail stocks rally including Foot Locker, Ross Stores and Gap in reaction to their respective quarterly results. Visa CEO Al Kelly and incoming CEO Ryan McInerney joined Jim and David at Post 9 to discuss the company's leadership transition as well as crypto and the FTX crisis. Also in focus: crude oil falls below $80/barrel, David's Liberty Media interviews with Chairman John Malone on Paramount Global and Shari Redstone, and CEO Greg Maffei on the backlash against Ticketmaster's handling of Taylor Swift tour ticket sales. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Rate Fears and Fedspeak, An Exclusive With John Malone and FTX's New CEO Slams "Complete Failure." 11/17/22

podcasts@cnbc.com (CNBC) — Thu, 17 Nov 2022 15:43:16 +0000

Carl Quintanilla, Jim Cramer and David Faber discussed the markets falling on rate hike and growth concerns.St. Louis Fed President James Bullard said a 5% to 7% Fed funds rate might be necessary to combat inflation. David was at Liberty Media Investor Day. In his exclusive interview with company chairman and legendary cable mogul John Malone, they discussed everything from the future for Warner Bros. Discovery to streaming and sports media rights. Also in focus: New FTX CEO John Ray blasts the collapsed crypto exchange's "complete failure of corporate controls" in a bankruptcy court filing, J.P Morgan predicts a mild U.S. recession in 2023, earnings from the likes of Nvidia, Cisco, Alibaba and Macy's, plus David's interview Liberty Media CEO Greg Maffei. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Target's Big Miss and Holiday Blues, Micron Warns and Binance's CEO Talks FTX. 11/16/22

podcasts@cnbc.com (CNBC) — Wed, 16 Nov 2022 15:29:25 +0000

Carl Quintanilla, Jim Cramer and David Faber led off the show with shares of Target tumbling in reaction to the retailer's Q3 earnings miss and lowered guidance for the holiday quarter. On the flip side, Lowe's posted better-than-expected quarterly results. So how should you play the retail sector? As for the chips, shares of Micron under pressure after the company cut its supply forecast for 2023, citing market conditions. Also in focus: The CEO of Binance talks crypto regulation in wake of the FTX collapse, Disney World to hike ticket prices in December, plus lots on big tech -- including Google parent Alphabet facing activist pressure to cut costs. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Manifest Space #22: NASA's Artemis with AE Industrial's Kirk Konert

podcasts@cnbc.com (CNBC) — Tue, 15 Nov 2022 17:39:54 +0000

NASA is set to launch the first of the highly-anticipated Artemis missions, sending its mega SLS rocket and Orion capsule around the moon. Morgan Brennan speaks with AE Industrials's Kirk Konert, the partner behind some of the largest investments in the space sector, about the upcoming launch...and why he sees a $2 trillion dollar opportunity in the space. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Inflation Data and Walmart Spark a Market Rally, Tech Surges and Berkshire's Munger Blasts Crypto ... Again. 11/15/22

podcasts@cnbc.com (CNBC) — Tue, 15 Nov 2022 16:03:21 +0000

Carl Quintanilla, David Faber and Mike Santoli began the show with wholesale inflation data that helped to spark a market rally: The Producer Price Index for October came in tamer than expected, unchanged from the previous month when you strip out food and energy. As for retail earnings, Walmart shares surged on better-than-expected quarterly results, raised guidance and a $20 billion share buyback program. Home Depot also posted a quarterly beat. Jim Cramer joined the anchors shortly before the opening bell and weighed in on retail earnings and the movers of the morning. Also in focus: Berkshire Hathaway Vice Chairman Charlie Munger's new message blasting crypto in a CNBC interview, the latest on the FTX collapse, Warren Buffett's bet on Taiwan Semiconductor boosts the chip sector, and Netflix jumps on a double upgrade. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

FTX Fallout Intensifies, Biden's High-Stakes Meeting With Xi, and Stocks After Their Best Week Since June. 11/14/22

podcasts@cnbc.com (CNBC) — Mon, 14 Nov 2022 16:07:33 +0000

Carl Quintanilla, Jim Cramer and David Faber kicked off the week with the latest on the fallout involving embattled crypto exchange FTX and its ripple effects. The anchors also reacted to President Biden's remarks about his meeting with China's President Xi from the G20 summit in Indonesia. Carl, Jim and David also discussed what's next for the broader markets following their best week since June. Two Disney stories: The company plans a hiring freeze and job cuts -- and "Black Panther: Wakanda Forever" earns $180 million in its domestic opening weekend. Also in focus: Jeff Bezos' comments on risk reduction and Elon Musk rejects former T-Mobile CEO John Legere's offer to run Twitter. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

FTX Files For Bankruptcy and Sam Bankman-Fried Resigns As CEO, Plus: The Markets After the Dow's 1,200-Point Rally 11/11/22

podcasts@cnbc.com (CNBC) — Fri, 11 Nov 2022 17:10:24 +0000

Carl Quintanilla, Jim Cramer and David Faber engaged in a wide-ranging discussion about breaking news involving FTX. The embattled crypto exchange announced it was filing for Chapter 11 bankruptcy -- and that its founder Sam Bankman-Fried had resigned as CEO. The anchors explored what it could mean for the crypto landscape, FTX's investors and its customers. Carl, Jim and David also discussed which stocks to focus on after Thursday's big rally, which saw the Nasdaq post a gain of more than 7% and the Dow surge by more than 1,200 points. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

CNBC Special Report: Taking Stock 11/10/22

podcasts@cnbc.com (CNBC) — Fri, 11 Nov 2022 01:08:53 +0000

CNBC’s Carl Quintanilla and guests dig into the latest market moves and what it means for your money. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Cooler Inflation Data Fuels Big Market Rally -- and FTX's Sam Bankman-Fried Tweets "I'm Sorry" Amid Crisis 11/10/22

podcasts@cnbc.com (CNBC) — Thu, 10 Nov 2022 15:58:08 +0000

Carl Quintanilla, Jim Cramer and David Faber highlighted inflation news that sparked a major rally on Wall Street. The Consumer Price Index for October came in tamer than expected, up 7.7% from a year ago. The data fueled investor hopes that the Federal Reserve could take a 75 basis point rate hike off the table for December. With the Nasdaq up 5%, the anchors explored the best ways to play tech now. The FTX crisis also in the spotlight after Binance backed out of rescuing its crypto exchange rival. FTX CEO Sam Bankman-Fried launched a 22-part tweetstorm -- including profanity -- leading it off with "I'm sorry. That's the biggest thing." The anchors discussed what's at stake for a crypto market under pressure. Also in focus: Mark Zuckerberg's message to Meta employees about layoffs. Morgan Brennan talks defense and geopolitics with Gen. Mark Milley, Chairman of the Joint Chiefs of Staff. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Midterms Madness, Meta Layoffs, Disney Slumps and the FTX Fallout Hits Crypto 11/9/22

podcasts@cnbc.com (CNBC) — Wed, 9 Nov 2022 15:39:25 +0000

Carl Quintanilla, Jim Cramer and David Faber led off a busy Wednesday by discussing Tuesday's midterm elections, with key races undecided and control of Congress hanging in the balance. Are the markets disappointed? The anchors reacted to Facebook parent Meta Platforms announcing it would lay off 11,000 workers -- and Mark Zuckerberg offering a mea culpa. Are more job cuts on the horizon, and what's next for the stock? Also in focus: Disney shares falling on a Q4 miss and higher costs at its Disney+ streaming service, cryptocurrencies extend losses in wake of the potential deal between Binance and FTX, plus Elon Musk sells more Tesla shares worth about $4 billion. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Markets and the Midterms, Kohl's CEO Heading to Levi's, Crypto Crumbles and the "Revenge of the Non-Disruptors" 11/8/22

podcasts@cnbc.com (CNBC) — Tue, 8 Nov 2022 16:36:25 +0000

Carl Quintanilla, Jim Cramer and David Faber discussed the markets as Americans head to the polls to vote in the midterm elections. How should investors position themselves for various potential outcomes? Bitcoin and other cryptocurrencies down sharply on news of FTX’s token tumbling after comments from the head of rival crypto exchange Binance. The anchors reacted to Michelle Gass stepping down as Kohl’s CEO and moving to Levi Strauss to become its president in 2023 -- she is slated to succeed Chip Bergh as its CEO in 18 months. Also in focus: DuPont beats while Lyft and Take-Two Interactive tumble on earnings news, plus Cramer talks about the stocks involved in the "Revenge of the non-disruptors" Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Apple's iPhone 14 Warning, Meta Jumps on Job Cuts Report and Walgreens Unit's $8.9B Deal 11/7/22

podcasts@cnbc.com (CNBC) — Mon, 7 Nov 2022 15:55:44 +0000

Carl Quintanilla, Jim Cramer and David Faber led off the week with big stories in the tech sector: Apple warning of lower iPhone 14 and 14 pro shipments, due to COVID-19 restrictions in China impacting the Foxconn facility in Zhengzhou where the phones are assembled. Shares of Meta Platforms rise on a report stating the Facebook parent is planning large-scale job cuts this week. On the M&A front: Walgreens Boots Alliance unit "VillageMD" has agreed to acquire primary and urgent care provider Summit Health-CityMD for $8.9 billion. Also in focus: What inflation data, the midterm elections and earnings could mean for the market week ahead, Disney vs. Warner Bros. Discovery, strength in bank stocks, a downgrade for Costco and Tesla shares fall amid a deluge of Twitter news involving Elon Musk. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

October Jobs Report Reaction, Stocks With China Exposure Rally, and a Deluge of Earnings Winners and Losers. 11/4/22

podcasts@cnbc.com (CNBC) — Fri, 4 Nov 2022 15:17:52 +0000

Carl Quintanilla, Jim Cramer and David Faber led off with market reaction to the big story of the morning: The economy added a better-than-expected 261,000 non-farm jobs in October, while the unemployment rate rose to 3.7%. Hear what Cramer said about the economy and the key to this market. Hopes that China will scale back its "Zero-COVID" policy have sparked a rally in stocks such as Nike, Caterpillar and Starbucks -- along with Chinese names including Alibaba. As for the earnings parade: Starbucks beats, Warner Bros. Discovery misses, Shares of DoorDash, Expedia and Block (formerly Square) up double-digits -- while Carvana, DraftKings and Twilio get crushed. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Markets Extend Post-Fed Sell-off, Qualcomm Drags Chips Lower and Roku's Holiday Outlook Slams the Stock. 11/3/22

podcasts@cnbc.com (CNBC) — Thu, 3 Nov 2022 15:03:54 +0000

Carl Quintanilla, Jim Cramer and David Faber focused on an extended sell-off for the stock market one day after another 75-basis point rate increase by the Federal Reserve. The anchors reacted to Fed Chair Jerome Powell's comment that there are no plans to pause rate hikes anytime soon. Qualcomm leading the chip sector lower as guidance overshadows a fiscal Q4 beat. Carl, Jim and David also discussed names that were once pandemic era darlings: shares of Roku and Peloton slammed in reaction to weaker-than-expected holiday quarter guidance. Also in focus: The earnings parade including Etsy's surge and travel stocks, Robinhood's results beat estimates but its CEO acknowledges the stock's weak performance this year, plus a "Faber Report" on why Altice shares are getting crushed. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Fed Decision Day, AMD Jumps Despite a Miss, Paramount "Minus" and Amazon Out of the $1T Club 11/2/22

podcasts@cnbc.com (CNBC) — Wed, 2 Nov 2022 14:47:13 +0000

Jim Cramer and David Faber led off the show with the markets anticipating another 75 basis point rate hike by the Fed Wednesday afternoon. Is it time for policymakers to moderate tightening? The anchors explored rotation out of big tech one day after Amazon closed below a $1 trillion market cap for the first time since 2020. AMD shares jumped despite weaker guidance and quarterly earnings below lowered analyst estimates. Hear what CEO Lisa Su said on AMD's earnings call. Also in focus: Earnings winners and losers, Paramount Global tumbling on a Q3 miss, the companies whose profits are being impacted by electricity costs, ADP jobs data exceed expectations, the "China effect" on Estee Lauder, and CVS, Walgreens and Walmart agree to a multi-billion dollar settlement of opioid lawsuits. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

November Market Kick-off, J&J's $16.6B deal, Chinese Stocks Rally and Biden Blasts Big Oil "War Profiteering" 11/1/22

podcasts@cnbc.com (CNBC) — Tue, 1 Nov 2022 14:45:23 +0000

Carl Quintanilla, Jim Cramer and David Faber explored what investors can expect from the markets in November after a bullish October, which included the Dow's best month since January 1976. M&A also in the spotlight: Shares of Abiomed soaring after Johnson and Johnson agreed to acquire the cardio technology company in a deal valued at $16.6 billion. The anchors also discussed Chinese stocks in rally mode. Unverified posts on social media said policymakers in China are looking to relax stringent COVID rules. Also in focus: Day one of the Fed's policy meeting, President Biden accuses big oil companies of "war profiteering" and backs the idea of slapping them with a windfall tax, plus market reaction to earnings from the likes of Pfizer, Eli Lilly and Uber. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Spirit of '76 for the Bulls, COVID Effect on Apple and the Musk Era At Twitter: Fee Charges Ahead? 10/31/22

podcasts@cnbc.com (CNBC) — Mon, 31 Oct 2022 14:46:25 +0000

On the final trading day of October, Carl Quintanilla, Jim Cramer and David Faber discussed a strong month for stocks -- the Dow on track for its best since 1976. Are blue chip names your best bet? The anchors reacted to calls from big Wall Street banks: Morgan Stanley sees a near-term S&P 500 rally that could go as high as 4150 -- while Goldman Sachs predicts the Fed funds rate will peak at 5% in March 2023. China pandemic problems in the spotlight: A published report says production of Apple's iPhone could slump by as much as 30% at a major Foxconn factory next month, due to tightening COVID-19 curbs in China. Also in focus: The latest on Elon Musk and Twitter, including a report stating the company plans to charge $20 for verification, billionaire Tilman Fertitta takes a 6.1% stake in Wynn Resorts, Blackstone agrees to acquire a majority stake in an Emerson Electric unit for $14 billion, and downgrades for Caterpillar and Paramount Global. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Apple Jumps, Amazon Slumps, Twitter's "Musk Era" Begins and an Exclusive With Chevron's CEO 10/28/22

podcasts@cnbc.com (CNBC) — Fri, 28 Oct 2022 14:51:57 +0000

Carl Quintanilla, Jim Cramer and David Faber explored how investors should play big tech after the latest batch of earnings: Apple shares moved higher as better-than-expected fiscal Q4 results overshadowed iPhone sales that came in below analyst estimates, while Amazon shares tumbled on a revenue miss and holiday quarter guidance. The anchors had a wide-ranging discussion about Elon Musk taking over Twitter and ousting top executives as he takes the company private. Also in focus: An exclusive interview with Chevron Chairman & CEO Mike Wirth after the oil giant posted its second-largest quarterly profit ever, plus market reaction to earnings reports from the likes of Exxon Mobil, Intel and Pinterest. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Meta Plunges, Blue Chips’ Earnings Bounce, the CEOs of Southwest and ServiceNow and Musk's Message to Twitter Advertisers 10/27/22

podcasts@cnbc.com (CNBC) — Thu, 27 Oct 2022 15:08:46 +0000

Carl Quintanilla, Jim Cramer and David Faber led off the program with another large cap tech tumble: Facebook parent Meta Platfoms missing on earnings and disappointing Wall Street on guidance. The anchors reacted to Mark Zuckerberg's earnings call comments: He urged investors to be patient with his metaverse spending strategy. You'll want to hear Jim’s eye-opening take on Meta. Two CEOs appeared on the program: Southwest Airlines' Bob Jordan on record revenue and stronger travel demand -- and ServiceNow's Bill McDermott on quarterly results that sent the stock up double-digits. Also in focus: GDP returns to growth in Q3, Elon Musk’s tweet to Twitter advertisers on why he bought the company, blue chip earnings beats from the likes of Caterpillar and Honeywell, plus a breakdown of Credit Suisse's strategic overhaul. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Manifest Space #21: Back to Launch with OneWeb CEO Neil Masterson

podcasts@cnbc.com (CNBC) — Wed, 26 Oct 2022 16:02:17 +0000

After Russia’s invasion of Ukraine led the satellite operator to terminate its launch contracts, OneWeb has successfully deployed 36 satellites through its new partnership with the Indian Space Agency. With over 70% of its fleet now in orbit, Morgan sits down with CEO Neil Masterson— discussing how OneWeb is faring amid geopolitical tensions, a growing customer interest in satellite coverage, potential consolidation with Eutelsat, plans to reach global coverage next year, and more. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Microsoft and Alphabet Lead Tech Sector Slump, Plus: Exclusives With the CEOs of Boeing and Bristol Myers Squibb 10/26/22

podcasts@cnbc.com (CNBC) — Wed, 26 Oct 2022 14:44:56 +0000

Carl Quintanilla, Jim Cramer and David Faber led off the show with reaction to shares of Microsoft and Google parent Alphabet falling sharply and pulling the Nasdaq lower after the tech giants posted quarterly results. Two CEOs joined the program exclusively: Boeing's Dave Calhoun discussed what's next for his company after its unexpected quarterly loss -- and Bristol Myers Squibb's Dr. Giovanni Caforio outlined the drugmaker’s earnings beat despite the stronger dollar's impact on sales. Also in focus: What quarterly results from the likes of Visa, Chipotle and Mattel are telling us about the consumer, plus a look at what to expect from Meta's after-the-bell earnings report. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Markets and the Earnings Barrage, UPS' Message vs. FedEx's View and Raytheon's CEO Talks Earnings and Defense 10/25/22

podcasts@cnbc.com (CNBC) — Tue, 25 Oct 2022 14:57:12 +0000

Carl Quintanilla, Jim Cramer and David Faber explored market reaction to a deluge of quarterly results from the likes of General Electric, 3M, Coca-Cola and General. They discussed UPS rising on earnings and compared what the company's CEO said about the road ahead to what FedEx's CEO told CNBC last month about being "headed for a recession." Raytheon Technologies Chairman & CEO Greg Hayes joined the program to discuss the defense company's quarterly results and outlook in wake of the Russia-Ukraine conflict. Also in focus: Chinese tech stocks gain one day after tumbling, playing big tech ahead of Microsoft and Alphabet's after-the-bell earnings, and grill maker Weber surges on news of a buyout bid. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Markets Try to Extend Rally, China Tech Stocks Tumble, Tesla's "Redder" October and an Investor's Meta "Verse" for Zuckerberg. 10/24/22

podcasts@cnbc.com (CNBC) — Mon, 24 Oct 2022 14:49:22 +0000

After the best week for stocks since June, Carl Quintanilla, Jim Cramer and David Faber discussed a tale of two markets: The major indices look to extend Friday's rally as we begin a big week for mega-cap tech earnings, while China tech stocks take a beating after President Xi wins a third term and tightens his grip on power. Speaking of China, Tesla is cutting the price of its vehicles in that country, adding to what has been a rough month for the stock. The anchors also explored a double dose of Meta: Bank of America downgraded the stock to "neutral" and Brad Gerstner -- CEO of tech investment firm Altimeter Capital -- is calling on Mark Zuckerberg to cut costs and reduce spending at Meta. Also in focus: The jump in health-related stocks, the Musk-Twitter deal deadline looms, Schlumberger rebrands itself as "SLB" and Wall Street debates the chances of a recession. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Snap Shares Plummet, Dow Aims For 3-Week Win Streak, AmEx Beats Are Not Enough, Plus a Cisco CEO Exclusive. 10/21/22

podcasts@cnbc.com (CNBC) — Fri, 21 Oct 2022 15:05:06 +0000

Carl Quintanilla, Jim Cramer and David Faber led off the show by discussing shares of Snap losing more than a quarter of their value and dragging other social media stocks lower. The parent of Snapchat posted a quarterly revenue miss, hurt by a slowdown in digital ad spending. Hear what Cramer thinks about the stock -- and the company. The anchors also explored the markets on track for a positive week, including the Dow looking to extend its weekly win streak to three for the first time this year. Also in focus: American Express shares fall despite upbeat quarterly results and guidance, the U.S. reportedly mulling security reviews for some of Elon Musk's ventures - including his deal to buy Twitter, earnings from Verizon and Whirlpool, hospital stocks plunge, plus David's exclusive interview with Cisco CEO Chuck Robbins. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

UK PM Resigns, Musk Talks Tesla, AT&T and IBM Beat on Earnings and the 10-Year Yield Hits a 2007 High 10/20/22

podcasts@cnbc.com (CNBC) — Thu, 20 Oct 2022 14:24:51 +0000

Carl Quintanilla, Jim Cramer and David Faber led off the show with breaking news: UK Prime Minister Liz Truss resigns after 44 days in office and market turmoil during her term. Tesla shares fall on mixed quarterly results and a lowered vehicle delivery target. Should you buy the stock? The anchors reacted to comments Tesla CEO Elon Musk made on the company's earnings call -- including that he sees a "potential path for Tesla to be worth more than Apple and Saudi Aramco combined." Also in focus: AT&T and IBM jump on quarterly results, Musk on Twitter, the 10-year note yield rises to 2007 highs, but “Bond King" Jeffrey Gundlach tweets "Treasury yields may well be peaking between now and year-end." Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Markets & Earnings: Netflix Surges, P&G Beats, United Shares Take Flight, But Yields Also Rise. 10/19/22

podcasts@cnbc.com (CNBC) — Wed, 19 Oct 2022 14:46:25 +0000

After a two-day market rally, Carl Quintanilla, Jim Cramer and David Faber led off the show with Netflix shares surging on much bigger-than-expected subscriber growth. Is the worst over for the stock? The anchors also reacted to earnings beats from the likes of Procter & Gamble, Travelers and United Airlines -- the legacy carrier also raising guidance due to stronger travel demand. The anchors explored what investors should make of Wednesday’s market tug-of-war, with rising bond yields offsetting upbeat earnings news. Also in focus: Fed presidents on inflation and rate hikes, bracing for Tesla's after-the-bell earnings, what Third Point's Dan Loeb told David about Disney, Adobe jumps and Generac tumbles. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Markets Extend Rally, Goldman Beats, Salesforce and Colgate Jump on Activist Moves and Microsoft Cuts More Jobs 10/18/22

podcasts@cnbc.com (CNBC) — Tue, 18 Oct 2022 14:56:45 +0000

Carl Quintanilla, Jim Cramer and David Faber discussed the markets extending Monday's rally as Goldman Sachs leads names posting better-than-expected earnings. The anchors reacted to what Goldman CEO David Solomon told CNBC about the possibility of a recession. While at the "13D Monitor Active-Passive Investor Summit," Faber broke news that sparked a jump in shares of Salesforce: Starboard Value has taken a stake in the Dow component. Is this a sign that enterprise software stocks are worth buying? Also in focus: Microsoft confirms additional job cuts, Johnson & Johnson earnings, buying opportunities in the banking sector, plus a "Faber Report": Dan Loeb's Third Point takes a stake in Colgate-Palmolive. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Markets Rally, BofA's Earnings Beat, Apple Named a "Top Pick" and Murdoch Weighs Reuniting Fox, News Corp. 10/17/22

podcasts@cnbc.com (CNBC) — Mon, 17 Oct 2022 15:17:10 +0000

After Friday's sell-off, Carl Quintanilla, Jim Cramer and David Faber discussed the new week beginning with a market rally, as investors digested new earnings reports and the U.K. reversed almost all of its tax cut plans. Bank of America posted better-than-expected quarterly results. Cramer offered his take on BofA Chair & CEO Brian Moynihan's leadership. The anchors also weighed in on a market note from Morgan Stanley Chief U.S. Equity Strategist Mike Wilson and comments from St. Louis Fed President James Bullard on hiking interest rates. Also in focus: Goldman Sachs plans an organizational shakeup, Morgan Stanley names Apple a "top pick," sources tell David that activist investor Starboard Value has taken a large stake in Splunk, plus a "Faber Report" on Rupert Murdoch considering a Fox-News Corp merger after splitting the companies a decade ago. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

After the Massive Rebound: Big Bank Earnings, UK PM's Tax Cut U-Turn and Kroger Buys Albertsons 10/14/22

podcasts@cnbc.com (CNBC) — Fri, 14 Oct 2022 14:58:46 +0000

The morning after stocks staged an historic one-day turnaround, Carl Quintanilla and Jim Cramer discussed market volatility and what to make of earnings from big banks including JPMorgan Chase, Wells Fargo, Citigroup and Morgan Stanley. The anchors also reacted to UK Prime Minister Liz Truss' decision to fire the country's chancellor and reverse planned corporate tax cuts -- in wake of recent market turmoil in Britain. Also in focus: Kroger agrees to acquire supermarket rival Albertsons in a $24.6 billion deal, the Apple-Goldman Sachs high yield accounts partnership, why travel stocks are rallying, a price target hike for Netflix, a Musk-Twitter saga twist, plus the bank stock Cramer says is "low risk, high reward." Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Inflation Report Sparks Market Sell-off, Bond Yields Jump and Alpha for Delta 10/13/22

podcasts@cnbc.com (CNBC) — Thu, 13 Oct 2022 14:17:13 +0000

Carl Quintanilla, Jim Cramer and David Faber led off with the big inflation news of the morning: The Consumer Price Index for September coming in hotter-than-expected -- erasing a pre-market rally, sparking a sell-off and a spike in bond yields. How do you go about finding opportunity in this market? Also in focus: Delta's record Q3 revenue and upbeat guidance, chip sector moves, gilt yields fall on reports we could see further U-turns on the UK government's mini-budget, Wall Street upgrades including Meta, Musk-Twitter latest, and what an ExxonMobil executive told David about low carbon as a growth strategy. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Manifest Space #20: Firefly’s First Successful Launch with CEO Bill Weber

podcasts@cnbc.com (CNBC) — Thu, 13 Oct 2022 04:00:00 +0000

The list of American commercial space companies with successful launches just got a little longer. Coming on the heels of its first-ever launch to orbit and satellite deployment, Morgan Brennan speaks with Firefly Aerospace CEO Bill Weber about the rocket startup’s ambitious outlook. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Inflation Watch, Intel Reportedly Plans Job Cuts, PepsiCo Pops, Moderna Surges and Zuckerberg Talks Metaverse 10/12/22

podcasts@cnbc.com (CNBC) — Wed, 12 Oct 2022 15:09:06 +0000

Carl Quintanilla, Jim Cramer and David Faber explored market reaction to new wholesale inflation data: The September Producer Price Index jumped by a hotter-than-expected 0.4% from the previous month, but eased to 8.5% on a year-over-year basis. Cramer explains why he finds the data "disappointing," but sees PepsiCo as a bright spot after the company's quarterly earnings beat and raised guidance. Intel also in the spotlight on a published report saying the company plans to cut thousands of jobs. Also in focus: Treasury Secretary Yellen to CNBC on financial stability, President Biden's comments on the possibility of a recession, luxury retail, Moderna surges on its cancer vaccine partnership with Merck and Meta CEO Mark Zuckerberg makes the case for the metaverse. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Markets Slump, Dimon's 20% Message, “Fedspeak” on Rate Hike Caution, and the Gig Is "Down" for Uber and Lyft 10/11/22

podcasts@cnbc.com (CNBC) — Tue, 11 Oct 2022 14:58:51 +0000

Carl Quintanilla, Jim Cramer and David Faber discussed the challenges facing markets in the midst of a four-session losing streak. The anchors reacted to JPMorgan Chase CEO Jamie Dimon's comments to CNBC: He said the S&P 500 could fall "another easy 20%." The Fed in the spotlight after two policymakers called for caution regarding interest rate hikes. Also in focus: Market bright spots, shares of Uber and Lyft tumble on news of a Labor Department proposal to change independent contractor rules, Meta gets downgraded and Russia reportedly added the company to its list of terrorists and extremists, how to play the chip stock slump, and the Bank of England expands bond buying to calm markets. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Bouncing Between Red & Green, Evans’ Inflation Expectations, Autos Crushed, Rivian Recall, Chinese Chips Tumble 10/10/22

podcasts@cnbc.com (CNBC) — Mon, 10 Oct 2022 14:39:48 +0000

David Faber and Jim Cramer break down the market action of the morning, as futures popped on the heels of comments from Chicago Fed President, Charles Evans. Fed President Evans said signs of the labor market strength may be waning, that he sees rates remaining at 4.5% for some time, and restrictive financial conditions required to bring inflation down. Plus, shares of automakers were getting crushed. UBS downgraded both Ford and General Motors, saying the industry is rapidly moving toward vehicle oversupply following three years of unprecedented pricing power. Rivian shares were getting crushed after recalling nearly all of its vehicles to fix potential steering issues. Chinese chip makers got hammered after the U.S. announced new export controls aimed at limiting Beijing’s ability to produce advanced military systems. The sweeping rules mean companies must apply for a license if they want to sell certain advanced computing semiconductors or related manufacturing equipment to China. Jim and David broke down the other movers of the morning including Blackrock, Twitter, P&G, Kraft Heinz and Merck. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jobs Report and "Fed for Thought", The White House Reacts, AMD Warns and the Elon Musk-Twitter Deadline 10/7/22

podcasts@cnbc.com (CNBC) — Fri, 7 Oct 2022 14:54:35 +0000

Carl Quintanilla, Jim Cramer and David Faber led off with the story of the morning: September employment data show non-farm jobs growth slowed to 263,000 -- while the unemployment rate fell to 3.5%. Cramer said negative market reaction to the report shows "the Fed is winning." Labor Secretary Marty Walsh joined the program with Biden Administration reaction to the jobs data. Also in focus: AMD drags down the chip sector with a revenue warning, A judge postpones the Elon Musk-Twitter trial and sets a deadline for both sides to close the deal, and "emotional sales" in the tech sector. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Markets Watching "Fedspeak" and Inflation, White House Slams OPEC+, and the Musk-Twitter Saga Rolls On 10/6/22

podcasts@cnbc.com (CNBC) — Thu, 6 Oct 2022 14:55:31 +0000

Carl Quintanilla, Jim Cramer and David Faber explored choppy moves in the markets, as investors focus on Fed policymakers' comments about inflation and the path ahead for interest rate hikes. Cramer weighs in on whether or not the chip sector has bottomed out. Oil prices in the spotlight: The White House blasts OPEC+ after the group agreed to a two million barrels per day output cut on Wednesday. Also in the mix: The latest on Elon Musk's attempt to buy Twitter, the challenges facing Meta, more job cuts at Peloton and how certain stocks are moving on CEOs' pricing comments. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Q4 Rally Takes a Detour, OPEC+ Deep Cuts Watch, and Elon Musk's About-Face on $44B Twitter Deal 10/5/22

podcasts@cnbc.com (CNBC) — Wed, 5 Oct 2022 15:06:20 +0000

Carl Quintanilla, Morgan Brennan and Mike Santoli discussed what to make of stock markets pulling back after their biggest two-day gains in more than two years. Energy in the spotlight: A report from on the ground at the OPEC+ meeting in Vienna, Austria as oil ministers discuss cutting output. What are energy CEOs saying about it? Also in focus: The future for Twitter now that Elon Musk has changed course and wants to go forward with the $44 billion takeover deal, San Francisco Fed President Mary Daly on "toxic" inflation, Amazon's hiring freeze, Morgan Stanley's Adam Jonas' note on Ford and General Motors, and what L3 Harris' CEO told Morgan about OPEC+ and its potential impact on the defense industry. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Q4 Rally Day 2, Oil Surges Ahead of OPEC+, and Finding Value In This Market. 10/4/22

podcasts@cnbc.com (CNBC) — Tue, 4 Oct 2022 15:06:48 +0000

One day after stocks kicked off the fourth-quarter with a big rally, Carl Quintanilla, Jim Cramer and David Faber discussed the markets extending their surge while Treasury yields pull back -- and oil prices continue to spike on expectations OPEC and its allies will cut oil output at their meeting on Wednesday. What does it all mean for your money and buying opportunities? Also in focus: "Fedspeak" watch, Morgan Stanley analyst Adam Jonas' note on auto sales, Ford's sales report card, Cathie Wood's ARK snaps up Tesla shares, playing the chips, Micron pledges a $100 billion chip factory investment in upstate New York, Credit Suisse shares extend rebound, and Cramer's case for buying P&G Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

It's October! Stocks and Oil Surge, Tesla Falls, Credit Suisse On Defense and Kim Kardashian Settles SEC Charges 10/3/22

podcasts@cnbc.com (CNBC) — Mon, 3 Oct 2022 14:51:59 +0000

Carl Quintanilla, Jim Cramer and David Faber explored the market rally kicking off the first trading day of October. The anchors reacted to the latest calls by equity strategists at Morgan Stanley, Goldman Sachs and Citi. Crude oil and energy stocks jumped on reports OPEC+ countries are mulling an oil output cut. Also in focus: Tesla shares fall despite record third-quarter deliveries, Credit Suisse's CEO tries to reassure investors amid a stock slide, The UK prime minister's tax cut U-turn, and Kim Kardashian agrees to pay the SEC more than $1 million to settle charges linked to a crypto promo on her Instagram. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

End of September and Q3: Bulls Say "Good Riddance," Nike Slumps and An Exclusive With Micron's CEO. 9/30/22

podcasts@cnbc.com (CNBC) — Fri, 30 Sep 2022 15:00:20 +0000

Carl Quintanilla, Jim Cramer and David Faber keep an eye on "Fedspeak" on the final trading day of a rough September and third quarter for the broader market. The anchors reacted to Morgan Stanley CEO James Gorman telling CNBC he's "not seeing panic." Earnings also in the spotlight: Nike shares tumble despite a quarterly beat, with margins being pressured amid excess inventory and a stronger dollar. Micron CEO Sanjay Mehrotra joined the program exclusively to discuss the chipmaker's quarterly results and why it sees tougher times ahead. Also in focus: Guidance and losses send Carnival shares toward 30-year lows, SPAC dreams die and Meta's hiring freeze -- what's next for the stock? Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Manifest Space #19: SpaceX’s Astronaut Corps with Jared Isaacman

podcasts@cnbc.com (CNBC) — Thu, 29 Sep 2022 20:53:10 +0000

SpaceX and Shift4 CEO Jared Isaacman are heading back to space-- training for the first of three human space flights under the Polaris program. Polaris establishes a private astronaut corps for SpaceX and will culminate in the inaugural flight of mega Starship rocket with people onboard. Polaris Dawn is set to launch as early as December, with the first ever commercial spacewalk and test of Starlink communications. The tech billionaire joins Morgan in the midst of fighter jet training to talk SpaceX and the state of commercial space. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Sell-off Erases Wednesday's Rally, Apple Falls on Downgrade, and a "Sea of Red" for Tech 9/29/22

podcasts@cnbc.com (CNBC) — Thu, 29 Sep 2022 14:49:00 +0000

Carl Quintanilla, Jim Cramer and David Faber discussed the markets wiping out gains from Wednesday's rally as bond yields resume their increase amid worries about higher rates, inflation and slower growth. Early in Thursday's session, all Nasdaq 100 stocks were moving to the downside. Where are the buying opportunities? The anchors also reacted to dueling Apple calls: Bank of America downgrades the stock, while Rosenblatt upgrades it. Also in focus: Cleveland Fed President Loretta Mester on inflation and rates, What Blackstone President & COO Jonathan Gray told at "Delivering Alpha" and CarMax tumbles on an earnings miss, citing "affordability challenges." Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Markets on "Delivering Alpha" Day, Bank of England's Intervention, Apple Slumps and Biogen Soars 9/28/22

podcasts@cnbc.com (CNBC) — Wed, 28 Sep 2022 14:43:43 +0000

With CNBC's "Delivering Alpha" investor summit underway, Carl Quintanilla, Jim Cramer and David Faber discussed volatility in stocks and bonds -- one day after the Dow and S&P 500 hit intraday lows not seen since November 2020. The Bank of England announced it would temporarily buy bonds to calm markets roiled by reaction to the UK government's tax-cutting plans. Apple shares fell on a published report stating the company is backing off plans to boost production of the iPhone 14. Hear what Cramer had to say about the market reaction. Also in focus: Biogen shares soar on trial results involving its Alzheimer's drug, Ford vs. GM, Musk-Twitter update, and what JPMorgan Chase's Asset and Wealth Management CEO told the "Delivering Alpha" conference about "finding alpha" in this market environment. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Markets Rebound, Fed Tug-of-War, Cathie Wood's Recession View and Bitcoin Back Above $20K 9/27/22

podcasts@cnbc.com (CNBC) — Tue, 27 Sep 2022 14:41:54 +0000

The morning after the Dow slumped into bear market territory, Carl Quintanilla, Jim Cramer and David Faber discussed the markets looking to snap a five-session losing streak -- this as some Fed policymakers don't see eye-to-eye on how aggressively to hike rates. Cramer outlined what it would take for the bulls to feel comfortable in this environment. The anchors reacted to Ark Invest CEO Cathie Wood telling CNBC "We believe we are in recession." Also in focus: Bitcoin rises back above $20,000, the tech IPO drought, lots of electric vehicle news, Biogen's $900 million settlement and Hurricane Ian's impact on "big oil" production. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Markets After a Rough Week, the Pound Gets Pounded, Apple's India Shift and Jerry Jones at the NYSE 9/26/22

podcasts@cnbc.com (CNBC) — Mon, 26 Sep 2022 14:45:21 +0000

Amid investor jitters surrounding the global economy, Carl Quintanilla, Morgan Brennan and Mike Santoli explored what to make of markets trying to bounce back from a week of selling -- including the Dow's lowest close since November 2020. The anchors reacted to developments in Europe including the British pound tumbling to a record low against the dollar on UK tax cut plans. Energy prices and NFL talk: Dallas Cowboys owner Jerry Jones and Comstock Resources CEO Jay Allison joined the program after ringing the NYSE opening bell. Jones is a majority stakeholder in Comstock. Also in focus: Apple has begun manufacturing the iPhone 14 in India, Macau casino stocks rally, and Rihanna to perform in the Apple Music-sponsored Super Bowl halftime show. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Markets In Turmoil: Dow Breaks Below 30K, Goldman Slashes S&P 500 Target, and An Exclusive With Robinhood's CEO 09/23/22

podcasts@cnbc.com (CNBC) — Fri, 23 Sep 2022 14:53:36 +0000

The post-Fed rate hike sell-off rolls on. Carl Quintanilla, David Faber and Morgan Brennan discussed market jitters surrounding rising rates and fears about a potential recession. The Dow falls below 30,000 and breaks its June low, as bond yields continue to climb. The anchors reacted to Goldman Sachs cutting its year-end target on the S&P 500 to 3,600 from 4,300. Robinhood CEO Vlad Tenev joined the show exclusively to discuss everything from reports that the SEC will not ban payment for order flow -- to the company's new 3% interest rate benefit for top tier members. Also in focus: FedEx plans to hike shipping rates and cut costs, market reaction to Costco earnings, tax cuts in the UK, Apple Music becomes the new sponsor of the Super Bowl halftime show, and sources tell David that Credit Suisse is not pursuing a capital raise. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Volatility After the Fed-Fueled Sell-off, the 2-Year Yield Beyond 4%, All Things Meta, and Robinhood Rallies 9/22/22

podcasts@cnbc.com (CNBC) — Thu, 22 Sep 2022 15:06:04 +0000

The morning after the Fed's latest 75 basis point rate hike, Carl Quintanilla, Jim Cramer and David Faber discussed stocks struggling to rebound from Wednesday's sell-off -- especially with the 2-year yield surging above 4%. Cramer weighs in on what Fed Chair Jerome Powell's goal to "really crush inflation" could mean for your money. The anchors reacted to what "Bond King" Jeffrey Gundlach told CNBC about the odds of a recession in 2023. Also in focus: Mixed results for homebuilders, the future for Meta and the Metaverse, Robinhood shares jump on a report regarding the SEC, JPMorgan Chase CEO Jamie Dimon calls crypto a "decentralized Ponzi scheme", Salesforce Co-CEO Bret Taylor's comments on profitability, Elon Musk vs. Twitter and Taylor's role as company chairman, and food stocks as bright spots. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Bracing for the Fed, Defense Stocks and Crude Jump on Putin Comments, and Big Bank CEOs Head to the Hill 9/21/22

podcasts@cnbc.com (CNBC) — Wed, 21 Sep 2022 14:58:30 +0000

Carl Quintanilla, Jim Cramer and David Faber discussed what investors need to know ahead of Wednesday's Fed interest rate hike decision and statement. Ahead of President Biden's speech to the United Nations General Assembly, the anchors reacted to Russian President Vladimir Putin accusing the West of "nuclear blackmail" and announcing a military draft for the war in Ukraine. Defense stocks and crude oil prices jumped on his remarks. Also in focus: CEOs of the biggest U.S. banks head to Capitol Hill to testify before House lawmakers, Salesforce Chair & Co-CEO Marc Benioff and Nvidia CEO Jensen Huang talk to CNBC, and Charter's Tom Rutledge to step down as CEO. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

The Fed Waiting Game, the 2-Year Yield vs. Stocks, Ford Warns and the "SPAC King" Shutting Two SPACs 9/20/22

podcasts@cnbc.com (CNBC) — Tue, 20 Sep 2022 15:02:03 +0000

Carl Quintanilla, Jim Cramer and David Faber explored the market moves as the Fed begins its two-day policy meeting. Amid expectations of an aggressive rate hike, should you park your money in a 2-year note yielding close to 4% -- or stocks? Cramer weighs in. The anchors reacted to what the CEOs of Home Depot and Intuit told CNBC about inflation and the consumer. Also in focus: Ford's third-quarter warning due to supply costs and parts shortages, Microsoft's dividend hike, venture capitalist Chamath Palihapitiya closing two SPACs, a judge denies the Department of Justice's request to block the UnitedHealth-Change Healthcare merger deal and Amazon offers a bullish take on streaming Thursday Night Football. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Fed Rate Decision Week and the Markets, Bitcoin Falls Below $19K, and the “Grand Theft Auto VI” Hack 9/19/22

podcasts@cnbc.com (CNBC) — Mon, 19 Sep 2022 14:56:14 +0000

Carl Quintanilla, Jim Cramer and David Faber discussed the markets trying to shrug off fears of aggressive interest rate hikes at this week's Fed meeting, with the ten-year note yield hitting its highest level since April 2011. The anchors reacted to President Biden's comments to CBS' "60 Minutes" about inflation. Crypto also in the spotlight with bitcoin falling below $19,000 to a four-month low on rate jitters. Also in focus: Take-Two Interactive’s Rockstar Games unit confirms a hacker leaked in-development footage from its upcoming "Grand Theft Auto VI" videogame, Amazon as a post-pandemic play, Meta shares trying to rebound, homebuilder stocks get upgraded, and Britain says its final goodbye to Queen Elizabeth II. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

FedEx’s Global Recession Warning, GE’s Supply Chain Woes, Paramount CEO Bob Bakish 9/16/22

podcasts@cnbc.com (CNBC) — Fri, 16 Sep 2022 14:46:12 +0000

Carl Quintanilla, Jim Cramer and David Faber discuss the market selloff, picking up steam, after a stark warning from the CEO of FedEx. Raj Subramaniam joining Jim on “Mad Money” warning of a global recession, “I think so. But you know, these numbers, they don’t portend very well.” Shares of FedEx hammered after results missed on both the top and bottom lines. The company also withdrew its full-year guidance and announced significant cost-cutting measures including deferred hiring and shutting 90 offices and five corporate offices. Jim and David hone in on GE for the “Mad Dash” after the company said supply chain issues continued to weigh on the third quarter. Carl, Jim and David break out the other big movers of the morning including Uber, NCR, Apple, Huntsman and Tesla. David gives a sneak peak of his interview with Paramount CEO Bob Bakish, singing a more optimistic tune about the ad market. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

CEO Tripleheader: Disney, Verizon and Adobe 9/15/22

podcasts@cnbc.com (CNBC) — Thu, 15 Sep 2022 15:07:43 +0000

As stocks try to rebound from Tuesday's big sell-off, Carl Quintanilla, Jim Cramer and David Faber discussed market reaction to an unexpected rise in August retail sales and the White House announcing a tentative labor agreement to avert a national railway strike. Adobe shares tumbled to become the morning's worst performer on the S&P 500. The company's CEO Shantanu Narayen joined the program after announcing quarterly results, guidance and a $20 billion cash-and stock deal to acquire online design startup Figma. David had a pair of exclusive interviews: Disney CEO Bob Chapek and Verizon CEO Hans Vestberg. Also in focus: Big gainers including Netflix on a Wall Street upgrade and Humana on raised guidance. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Morning After the 1,200-Point Sell-off, The Inflation Effect, and Mortgage Rates Top 6% 9/14/22

podcasts@cnbc.com (CNBC) — Wed, 14 Sep 2022 14:17:44 +0000

Carl Quintanilla and Jim Cramer explored the markets trying to rebound after Tuesday's consumer inflation report and interest rate hike fears resulted in the worst day for stocks since June 2020 -- including the Dow's more than 1,200-point drop. Fresh wholesale inflation data show the Producer Price Index fell 0.1% in August from the previous month. Cramer highlighted where to put your money in this environment. He also explained why he believes Costco's data is better than the government's when it comes to inflation. Also in focus: Mortgage rates surpass 6% for the first time since 2008, why Jim thinks the 2-year note is "the worst stock in the world," the buybacks bandwagon, Meta shares hit new lows for the year and what Starbucks founder Howard Schultz told CNBC about a "new era" for the company. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Inflation Report Sparks Market Sell-off: What Should Investors Do Now? 9/13/22

podcasts@cnbc.com (CNBC) — Tue, 13 Sep 2022 14:49:29 +0000

Carl Quintanilla, Jim Cramer and David Faber led off with the big story of the morning: Consumer inflation data erasing a pre-market rally and sparking a sell-off. The Consumer Price Index for August up 8.3% year-over-year, moderating for a second straight month but still hotter than what most economists had be expecting. The anchors discussed how investors should react to the market moves, rate hike fears and where to find buying opportunities. Also in focus: The Twitter whistleblower heads to Capitol Hill, Starbucks' "Investor Day," J.P. Morgan sees a "soft landing," Oracle's earnings, and the executive shakeup at Peloton. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Markets Extend Rally, U.S. vs. China on Chips, Loeb's ESPN Spin-off U-Turn, and Bitcoin 22K 9/12/22

podcasts@cnbc.com (CNBC) — Mon, 12 Sep 2022 15:01:13 +0000

Carl Quintanilla, Jim Cramer and David Faber discussed the markets aiming for a fourth straight day of gains ahead of key inflation data due out Tuesday. Cramer explained what he finds "most interesting" about this market moment. Jim is in Seattle and previewed Monday night's "Mad Money" interviews with the CEOs of Amazon Web Services and Expedia. Also in focus: President Biden reportedly ramping up curbs on U.S. chip exports to China, billionaire investor Dan Loeb signals that he is no longer calling on Disney to spin off ESPN, Twitter calls Elon Musk's latest push to terminate their $44 billion deal "invalid," the potential railroad workers' strike, and bitcoin jumps back above 22,000. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Bulls Poised for Positive Week, The Debate Over Powell, Kroger's Earnings Boost, and Remembering Queen Elizabeth II 9/9/22

podcasts@cnbc.com (CNBC) — Fri, 9 Sep 2022 15:01:35 +0000

Carl Quintanilla, David Faber and Sara Eisen led off the show with a look at the broader markets on track to snap a three-week losing streak. Is now the time to buy? Two strategists join the discussion. The anchors also reacted to differing views about Fed Chair Jerome Powell from former Fed Vice Chair Richard Clarida and RH CEO Gary Friedman. Also, a report from on the ground in the UK one day after Queen Elizabeth's death: King Charles III and the Queen Consort visit Buckingham Palace and greet crowds as Britain begins ten days of mourning. Also in focus: Guggenheim's Scott Minerd told CNBC how low the S&P 500 has to go for him to become a buyer, T-Mobile's $14 billion share buyback program, and the morning’s earnings winners including Kroger and DocuSign. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Fed Chair Powell Speaks On Battling Inflation -- and the Markets React 9/8/22

podcasts@cnbc.com (CNBC) — Thu, 8 Sep 2022 14:44:36 +0000

Carl Quintanilla, David Faber and Mike Santoli discussed the path ahead for interest rates, the markets and what investors should make of comments made by Federal Reserve Chair Jerome Powell during the program. At a virtual conference hosted by the Cato Institute, Powell said the Fed needs to do what's necessary to battle inflation and "keep at it until the job is done." He also weighed in on crypto and the state of the labor markets. Also in focus: The economic message from tech CEOs at the Code Conference. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Talking "Code" From Google's CEO to Mark Cuban, Fed "75" Watch, and Judge to Musk: No Twitter Trial Delay 9/7/22

podcasts@cnbc.com (CNBC) — Wed, 7 Sep 2022 14:43:29 +0000

Carl Quintanilla led off the show from the Code Conference in Beverly Hills, California. Highlights included comments by Alphabet and Google CEO Sundar Pichai as well as Mark Cuban. The billionaire investor spoke about crypto and taxes -- and had some choice words for Senator Elizabeth Warren. David Faber, Sara Eisen and Carl discussed markets trying to shrug off a report which states the Fed appears on track for another 75 basis point rate hike. Former Goldman Sachs Asset Management Chairman Jim O'Neill joined the discussion. Also in focus: A Delaware judge allows Elon Musk to add whistleblower claims to his countersuit against Twitter, but rejects Musk's request to delay the trial. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Stocks Try To Rally, Europe’s Energy Crisis, Ukrainian President Zelenskyy Rings the Opening Bell, 9/6/22

podcasts@cnbc.com (CNBC) — Tue, 6 Sep 2022 14:29:20 +0000

Carl Quintanilla, Mike Santoli and David Faber began the hour by breaking down the markets coming off their third-straight week of losses, and the Nasdaq hoping to avoid its 7th negative session in a row. Goldman’s chief economist Jan Hatzius posted a note saying he believes the “U.S. economy can achieve a soft landing, even though the path is narrow.” The anchors then hit the European energy crisis as Russia confirmed it would suspend its Nord Stream gas pipeline to Europe indefinitely. Also under pressure are Chinese stocks, with the country locking down 65 million of its citizens under COVID restrictions. Also in focus: Ukrainian President Volodymyr Zelenskyy virtually rang the opening bell at the NYSE. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jobs Report Reaction, Starbucks Picks a New CEO, Lulu's Big Lift and an Exclusive With QB Russell Wilson and Carrier's CEO 9/2/22

podcasts@cnbc.com (CNBC) — Fri, 2 Sep 2022 15:09:32 +0000

Carl Quintanilla, David Faber and Leslie Picker discussed market reaction to the August jobs report which showed non-farm payrolls up 315,000 – a pullback from July -- and the unemployment rate ticking higher to 3.7-percent. National Economic Council Director Brian Deese appeared on the program with White House reaction to the report, plus his views on inflation and lower energy prices. In an exclusive, Denver Broncos quarterback Russell Wilson and Carrier CEO Dave Gitlin spoke about their new clean air partnership. Wilson also offered his take on the NFL as well as investing after signing a five-year, $245 million contract extension. Also in focus: Starbucks names its next CEO, Lululemon surges on earnings and guidance, and Nvidia one day after the stock fell sharply to new 52-week lows. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

U.S. to Nvidia and AMD: Halt Top AI Chip Sales to China, Tech Leads More Selling, and An Exclusive With Campbell Soup's CEO. 9/1/22

podcasts@cnbc.com (CNBC) — Thu, 1 Sep 2022 15:13:30 +0000

After a rough August for stocks, Carl Quintanilla, Jim Cramer and David Faber explored where investors should put their money in September, with the major indices in the midst of a four-session losing streak on interest rate fears. Chip stocks under pressure after Nvidia and AMD said the U.S. imposed new licensing rules -- and told them to stop exporting and selling their top artificial intelligence chips to China. Campbell Soup shares down sharply in reaction to the company's quarterly results and guidance. CEO Mark Clouse joined the show exclusively to discuss earnings, inflation, pricing power and the supply chain. Also in focus: What's pressuring the biggest losers in the tech sector, crude oil slides, and U.K regulators scrutinize the Microsoft-Activision deal. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Markets, the Consumer, the Fed Effect, Bed Bath Plunges and Snap Surges 8/31/22

podcasts@cnbc.com (CNBC) — Wed, 31 Aug 2022 14:54:11 +0000

On a busy final trading day of August, Carl Quintanilla, Jim Cramer and David Faber discussed the markets in the midst of a three-day losing streak -- as Fed officials double down on saying they'll do what it takes on the interest rate front to battle inflation. The anchors explored the impact of slowing consumer and corporate demand on the likes of HP Inc., Chewy, PVH and Seagate. Also in focus: Shares of Bed Bath & Beyond down double-digits after announcing a turnaround plan including new financing commitments, store closings and job cuts, Snap's restructuring announcement gives the stock a boost, Goldman Sachs lifting COVID-19 requirements in most of its offices, and the FDA authorizes Pfizer and Moderna's updated booster shots targeting the Omicron variant. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Musk's New Push to Exit Twitter Deal, Exxon-Russia Dispute, Best Buy's Boost and the "Powell Sell-off" 8/30/22

podcasts@cnbc.com (CNBC) — Tue, 30 Aug 2022 14:42:12 +0000

Carl Quintanilla, Jim Cramer and David Faber led off the show by discussing Elon Musk's newest filing aimed at terminating his agreement to buy Twitter -- he cites whistleblower allegations against the company. The anchors also explored the markets looking to rebound from two days of selling due to Fed Chair Jerome Powell's Jackson Hole comments. Also in focus: ExxonMobil's project dispute with Russia intensifies, Best Buy spikes on an earnings beat, energy stocks fall, meme stocks' volatility, plus shares of First Solar heat up -- how $1.2 billion fits into the picture. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Manifest Space Episode #18: Hypersonic Space with Ursa Major CEO Joe Laurienti 8/30/22

podcasts@cnbc.com (CNBC) — Tue, 30 Aug 2022 04:00:00 +0000

For spaceflight, propulsion engines are essential to launching a growing number of space launches and demand for hypersonic missiles. Morgan discusses rocket demand and manufacturing with Ursa Major Technologies CEO Joe Laurienti. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Extension of the "Powell Sell-off": How Should Investors Navigate the Markets? 8/29/22

podcasts@cnbc.com (CNBC) — Mon, 29 Aug 2022 14:57:44 +0000

Carl Quintanilla, Jim Cramer and David Faber focused on the markets extending losses from Friday's big sell-off, which was sparked by Fed Chair Jerome Powell's hawkish comments at the Jackson Hole summit. Where can investors hide in this environment? Also in focus: Elon Musk in Norway with a message on oil, gas and Tesla, why Chinese stocks are rallying, Senator Elizabeth Warren "very worried" that the Fed could cause a recession, and what SEC Chair Gary Gensler told Jim and David about remote work versus returning to the office. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Powell Jackson Hole Speech Day, Amazon-EA Deal Speculation and SEC Chair Gensler on China and Crypto. 8/26/22

podcasts@cnbc.com (CNBC) — Fri, 26 Aug 2022 15:05:08 +0000

Jim Cramer and David Faber discussed what's at stake for the markets heading into Fed Chair Jerome Powell's much-anticipated speech at the Jackson Hole Economic Symposium. Electronic Arts shares jumped on a report that Amazon would announce a deal to acquire the videogame publisher, but sources tell David that Amazon is not expected to make such a bid. SEC Chair Gary Gensler joined the program to discuss the commission's preliminary deal with Chinese regulators, plus his take on crypto regulation. Also in focus: Reaction to earnings reports from the likes of Gap and Dell, and a judge orders Twitter to give Elon Musk more spam account data. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Fed Summit Kicks Off, Guidance Hits Salesforce and Nvidia, Snowflake Heats Up and Peloton's $1.2B Loss. 8/25/22

podcasts@cnbc.com (CNBC) — Thu, 25 Aug 2022 14:34:42 +0000

Carl Quintanilla, Jim Cramer and David Faber led off the show with reaction to big tech earnings: Shares of Salesforce and Nvidia each down sharply on guidance that overshadowed both companies' quarterly results. The Fed also in the spotlight as the Jackson Hole Economic Symposium gets underway ahead of Friday's much-anticipated speech by Fed Chair Jerome Powell. The anchors discussed what Kansas City Fed President Esther George told CNBC about the state of inflation. Also in focus: Peloton shares tumble after the company missed expectations with a $1.2 billion quarterly loss, Snowflake shares surge on the cloud data platform's revenue beat, Tesla's 3-for-1 stock split goes into effect, and Amazon shutting down its telehealth service. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Fed Ahead of the "Hole", Housing Cooldown Worries and Retail Detail: Bed Bath Surges and Nordstrom Tumbles. 8/24/22

podcasts@cnbc.com (CNBC) — Wed, 24 Aug 2022 14:43:19 +0000

Carl Quintanilla, Jim Cramer and David Faber discussed markets, the Fed and potential rate hikes ahead of the Jackson Hole Economic Symposium set to begin on Thursday. The anchors reacted to Minneapolis Fed President Neel Kashkari's biggest fear when it comes to battling inflation. Housing cooldown concerns also in the spotlight after luxury homebuilder Toll Brothers lowered full-year deliveries guidance. Carl, Jim and David covered the bases on retail, including shares of Bed Bath & Beyond surging on a report stating the company had reached a financing pact, while Nordstrom shares tumbled on the department store chain’s outlook. Also in focus: Peloton strikes a deal to sell products on Amazon, T-Mobile U.S. nearing Verizon's market cap, a preview of after-the-bell earnings from Salesforce, Nvidia and Snowflake, plus David on Elon Musk vs. Twitter and what to expect from their Wednesday afternoon hearing. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

CNBC SPECIAL: ExxonMobil at the Crossroads Part 2

podcasts@cnbc.com (CNBC) — Wed, 24 Aug 2022 04:10:00 +0000

Responding to the Demand for Oil...and Chemicals: CNBC Correspondent David Faber continues his analysis of energy giant ExxonMobil by examining the company’s quest for new oil sources, specifically in Guyana, a pristine South American country whose waters ExxonMobil estimates hold more than 12 billion gallons of crude oil. The potential rewards for ExxonMobil and Guyana may be enormous, but the controversies and risks involved with drilling in one of the world’s most unspoiled areas are daunting. Faber also explores another area of massive growth for ExxonMobil, even as the world slowing inches away from fossil fuels: plastics. ExxonMobil CEO Darren Woods shows Faber a massive new production facility for plastics components in Corpus Christi, Texas. Like its hunger for cheap, reliable energy, the world’s demand for plastics seems insatiable, and Faber questions ExxonMobil about whether the company is responding to demand, or driving it. For more CNBC Documentaries: cnbc.com/documentaries Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

CNBC SPECIAL: ExxonMobil at the Crossroads Part 1

podcasts@cnbc.com (CNBC) — Wed, 24 Aug 2022 04:05:00 +0000

ExxonMobil and the Energy Transition: CNBC’s David Faber begins his comprehensive look at ExxonMobil with a journey to the company’s New Mexico operations in the Permian Basin, the world’s most productive petroleum region. He also dives into the history of ExxonMobil, explores criticism that the company fostered public uncertainty about climate change and recounts the 2021 shareholder rebellion that led to three new directors being named to Exxon’s board. Faber interviews CEO Darren Woods on the pressures he faces to increase production, decrease carbon emissions, and keep his shareholders happy. With an examination of Exxon’s energy transition projects in Houston and New Jersey, Faber also finds out that some experts question whether the company’s goals are adequate or feasible. He interviews activists who fear ExxonMobil is prolonging society’s dependence on fossil fuels and delaying progress of an essential shift towards sustainable, renewable energy. For more CNBC Documentaries: cnbc.com/documentaries Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Morning After the Sell-off, Twitter Whistleblower Allegations, Palo Alto Surges, Zoom Tumbles and Macy's Beats. 8/23/22

podcasts@cnbc.com (CNBC) — Tue, 23 Aug 2022 15:04:55 +0000

Carl Quintanilla, Jim Cramer and David Faber discussed what's ahead for stocks after the worst one-day performance for the markets since mid-June. Cramer explained how investors should navigate a "bipolar market." The anchors also reacted to an explosive whistleblower complaint by a former cybersecurity chief at Twitter -- news first reported by the Washington Post and CNN. He accuses Twitter of various egregious security flaws and oversights. Also in focus: Elon Musk subpoenas former Twitter CEO Jack Dorsey, Palo Alto and Macy's beat the street, "meme stock madness" one day after AMC's "APE" debut, Zoom tumbles on lowered guidance, and Intel teams up with Brookfield in a $30 billion chip factory investment deal. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Rate Fears Roil Markets, AMC Plunges While "APE" Swings, Bed Bath Sinks Again, and Is Amazon Signify-ing a Bid? 8/22/22

podcasts@cnbc.com (CNBC) — Mon, 22 Aug 2022 15:02:09 +0000

Carl Quintanilla, Jim Cramer and David Faber explored markets under pressure amid concerns about the potential for more aggressive rates hike by the Fed. Investors are bracing for Fed Chair Jerome Powell's speech at the Jackson Hole symposium later this week. The anchors also stayed on top of the "meme stock madness": AMC Entertainment shares plunge in reaction to rival Cineworld’s bankruptcy warning – amid a volatile trading debut for AMC’s Preferred Equity Units (ticker symbol "APE"), while Bed Bath & Beyond shares tumble again in wake of investor Ryan Cohen selling his entire stake in the struggling retailer. Also in focus: Amazon reportedly among the companies bidding for Signify Health, sending shares of the healthcare platform soaring. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Cohen Sells and Bed Bath Plunges, Fedspeak vs. Win Streaks, and the "Buybacks Bandwagon" 8/19/22

podcasts@cnbc.com (CNBC) — Fri, 19 Aug 2022 14:38:42 +0000

Carl Quintanilla, David Faber and Mike Santoli led off with Bed Bath & Beyond: Shares plunging after investor Ryan Cohen confirmed he has sold his entire stake in the company. The anchors also explored market reaction to Fed officials' comments about inflation and interest rate hikes. With the S&P 500 and Nasdaq in the midst of four-week win streaks, are the markets overbought? Also in focus: New stock buyback moves by Home Depot and GM, crypto tumbles, Wayfair cuts jobs, and Foot Locker soars on its new CEO announcement. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Bed Bath & Beyond Tumbles after Cohen Files for Stake Sale, and Cisco Surges: An Exclusive With the CEO 8/18/22

podcasts@cnbc.com (CNBC) — Thu, 18 Aug 2022 14:40:08 +0000

Jim Cramer and David Faber explored the "meme stock madness" involving Bed Bath & Beyond: The stock tumbled in reaction to GameStop CEO Ryan Cohen filing to sell his entire stake in the company. BBBY had month-to-date gains of about 360% at Wednesday's close of trading. How should the SEC view it all? Cisco Chairman & CEO Chuck Robbins joined Jim and David on set for an exclusive interview. The company's quarterly results, outlook and supply chain comments sent the stock up sharply. Also in focus: Kohl's shares take a hit on another busy day of retail earnings, Verizon gets slapped with an "underperform" rating by MoffettNathanson, and fresh perspectives on Apple shares rebounding by more than 30% over the last two months. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Target Off The Mark, Bed Bath Soars Again and Musk's "Joke" Tweet: Man U Manipulation? 8/17/22

podcasts@cnbc.com (CNBC) — Wed, 17 Aug 2022 14:36:07 +0000

Jim Cramer and David Faber led off the show with another day of retail earnings, reacting to Target's profit miss, Lowe's mixed results and something about TJX that might surprise you. The anchors also discussed more "meme stock madness": Shares of Bed Bath & Beyond soaring again. Retail investors snapped up the stock in reaction to GameStop Chairman Ryan Cohen's latest bet on BBBY. Elon Musk tweeted that he was buying legendary soccer team Manchester United, sending the stock soaring -- but he later added it was just a "joke." Also in focus: Playing the energy sector, plus Apple shares continue to rebound, moving closer to recouping its losses for the year. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Walmart and Home Depot Earnings Reaction, Buffett and Tepper's Money Moves and "Rooting for the China Slowdown." 8/16/22

podcasts@cnbc.com (CNBC) — Tue, 16 Aug 2022 14:59:52 +0000

Jim Cramer and Sara Eisen delved into big retail earnings: Walmart shares jumped after quarterly results surpassed analyst expectations that were lowered due to a profit warning in July, while Home Depot posted record profits and revenue. Jim and Sara assessed the impact of changing consumer habits and which retail names can best navigate inflation. Cramer also explained why he's "rooting for the China slowdown." Also in focus: Warren Buffett's Berkshire Hathaway and David Tepper's Appaloosa Management disclose what they're buying and selling in 13F regulatory filings, Apple reportedly ramping up its back to the office push, and the anchors assessed Bob Chapek's leadership as CEO of Disney after activist investor Dan Loeb disclosed a stake in the company. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Markets and the China Surprise, Unity Rejects AppLovin, and Job Cuts at Peloton and Best Buy 8/15/22

podcasts@cnbc.com (CNBC) — Mon, 15 Aug 2022 14:41:49 +0000

Jim Cramer and David Faber led off the show with market concerns surrounding slowing growth in China. The country's central bank unexpectedly cut two key interest rates in wake of weaker-than-expected economic data. Crude prices and energy stocks were hit hardest by the news. The anchors explored how investors should play the energy sector. Also in focus: Unity Software reaffirms its merger deal with ironSource and rejects AppLovin's unsolicited takeover bid, Peloton and Best Buy announce planned job cuts amid lower consumer demand, Tesla's stock rebound accelerates, and record profits for oil giant Saudi Aramco. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

The August Rally, Rivian's Big Loss, Chinese Delistings at the NYSE and Can Apple Sustain iPhone Sales? 8/12/22

podcasts@cnbc.com (CNBC) — Fri, 12 Aug 2022 14:40:28 +0000

David Faber, Leslie Picker and Mike Santoli discussed the stocks driving this month's market gains -- and weighed in on the skeptics who believe that the August rally doesn't have legs. The anchors also reacted to a report stating Apple expects to sustain iPhone sales this year despite the global electronic slowdown. Also in focus: Rivian's wider quarterly loss and what the Inflation Reduction Act means for the electric vehicle maker, activist investor ValueAct discloses a stake in the New York Times, five Chinese state-owned companies plan to delist from the NYSE, and Amazon shares up 30% in the last three months but still down for the year: Is now the time to buy? Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

The Inflation Rally Rolls On, Magic for Disney, the "Zantac Effect," and the CEO of Devon Energy -- a Red-Hot Stock. 8/11/22

podcasts@cnbc.com (CNBC) — Thu, 11 Aug 2022 15:00:16 +0000

Jim Cramer and David Faber led off the show with another inflation report extending the market rally: The Producer Price Index for July fell unexpectedly month-on-month for the first time in more than two years, though still up 9.8% from a year ago. The anchors also reacted to Disney shares surging on quarterly results, driven by record theme park revenue, bigger-than-expected Disney+ subscriber growth and plans for a new pricing structure -- including a hike in streaming subscription fees. Devon Energy CEO Rick Muncrief joined the program. Heading into Thursday’s trading session, Devon shares were up more than 280% since the beginning of 2021. Also in focus: Drugmakers GSK and Sanofi take a hit on litigation concerns surrounding heartburn drug Zantac. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Inflation Data Fuels Big Rally for Stocks and Elon Musk Sells More Tesla Shares 8/10/22

podcasts@cnbc.com (CNBC) — Wed, 10 Aug 2022 14:47:05 +0000

Jim Cramer and David Faber focused on the stocks leading Wednesday's big stock market rally, sparked by cooler-than-expected inflation data. The Consumer Price Index for July easing from a four-decade high, fueling investor hopes that the Fed might take a 75 basis point rate hike off the table in September. The anchors reacted to Elon Musk's decision to sell nearly $7 billion worth of Tesla shares amid his legal battle to exit his $44 billion deal to buy Twitter. Also in focus: What to make of this year's meltdown in media stocks ahead of Disney's after-the-bell earnings, Softbank reducing its stake in Alibaba, and Coinbase's billion-dollar loss. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Micron CEO on the CHIPS Act and the Company's Warning. Also: "Meme Stock Madness" Returns. 8/9/22

podcasts@cnbc.com (CNBC) — Tue, 9 Aug 2022 15:00:28 +0000

Jim Cramer and David Faber took an in-depth look at weakness in the chip sector after a revenue warning from Micron due to slumping demand. Micron CEO Sanjay Mehrotra joined the program from the White House ahead of President Biden's signing of the CHIPS and Science Act into law. The anchors also explored the massive rebound in "meme stocks" such as AMC, GameStop and Bed Bath and Beyond -- with BBBY doubling month-to-date. Also in focus: AppLovin's unsolicited takeover bid for Unity Software, Novavax plunges after slashing its sales forecast, and more pain for gaming as Take-Two Interactive issues weaker-than-expected revenue guidance. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Manifest Space Episode #17: 3D Printing Rockets with Velo3D CEO Benny Buller 8/9/22

podcasts@cnbc.com (CNBC) — Tue, 9 Aug 2022 04:00:00 +0000

3D printing technology is gaining traction as supply chain crunches adds pressure to industrial manufacturing. Morgan discusses the advantages of additive manufacturing for the aerospace sector with founder & CEO Benny Buller. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

"Inflation Reduction Act" Effect on Stocks, Nvidia Warns and An Exclusive With the DoorDash CEO 8/8/22

podcasts@cnbc.com (CNBC) — Mon, 8 Aug 2022 14:43:18 +0000

Jim Cramer and David Faber covered all of the bases surrounding Nvidia's revenue warning on gaming weakness. What's at stake for the semiconductor industry and videogame publishers? The anchors also explored market reaction to the "Inflation Reduction Act" passed by the U.S. Senate: Clean energy funding and incentives in the bill giving a boost to shares of electric vehicle makers and solar companies. DoorDash Co-Founder & CEO Tony Xu joined the program exclusively -- on the heels of the company's record food-delivery orders. Also in focus: The tech rout hits Softbank's quarterly results, Elon Musk tweets a debate challenge to Twitter's CEO, and Carlyle's CEO steps down. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

July Jobs Surprise, Musk Takes the Stage, AMC CEO Adam Aron 8/5/22

podcasts@cnbc.com (CNBC) — Fri, 5 Aug 2022 14:31:48 +0000

Carl Quintanilla and Jim Cramer began the hour by breaking down the July jobs report with nonfarm payrolls rising 528,000 topping the 258,000 estimate. They then turned to another batch of earnings with names like Expedia, Warner Brothers Discovery and AMC Entertainment all reporting results. AMC CEO Adam Aron joined the show later that hour after the company announced it is planning to issue 517 million shares of preferred stock, under the ticker symbol ‘APE.’ Also in focus: Tesla held its annual shareholders meeting where Elon Musk took the stage. He predicted a mild 18-month recession and teased some possible share buybacks. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Walmart Cuts Jobs, Lucid Hits the Brakes, Baba Beats 8/4/22

podcasts@cnbc.com (CNBC) — Thu, 4 Aug 2022 14:34:37 +0000

Carl Quintanilla and Jim Cramer started the show discussing the markets as Goldman Sachs published a new note warning investors of a potential move lower. They then shifted to the country’s largest employer, Walmart, announcing some job cuts after slashing its profit outlook just about a week ago. It was also another busy day for earnings, with names like Alibaba, Clorox and Paramount all on the move. The anchors also hit Coinbase, which announced a new partnership with Blackrock that will allow its institutional clients to buy bitcoin. Also in the mix: EV maker Lucid Motors dropped double digits at the open after cutting its production targets again amid logistic challenges. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

AMD Chipped, Under the $HOOD, PayPal Jumps 8/3/22

podcasts@cnbc.com (CNBC) — Wed, 3 Aug 2022 14:34:57 +0000

Carl Quintanilla and Jim Cramer began the hour by breaking down a slew of corporate earnings, including AMD. The chip giant beat on earnings, but the stock was under pressure after it issued a weak Q3 revenue outlook. Another company they hit was Starbucks, which topped Wall Street estimates, fueled by U.S. demand for cold drinks. The anchors then shifted to PayPal for the Mad Dash segment, as Elliott Management confirmed it has a $2 billion holding in the financial services company. Also in the mix: Robinhood announced it is cutting about 23% of its workforce. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Caterpillar and Uber CEOs, the Pelosi-Taiwan Effect on Markets, and Pinterest Surges. 8/2/22

podcasts@cnbc.com (CNBC) — Tue, 2 Aug 2022 14:34:44 +0000

Carl Quintanilla and Jim Cramer discussed what investors should make of market jitters surrounding House Speaker Nancy Pelosi's planned visit to Taiwan and its potential impact on U.S.-China relations. The anchors spoke exclusively with Caterpillar CEO Jim Umpleby about quarterly results that weighed on the stock -- and how supply chain constraints fit into the picture. Uber CEO Dara Khosrowshahi also joined the program: The stock up double-digits as quarterly revenue doubled and cash flow turned positive for the first time. Also in focus: Pinterest shares surge on activist investor news and a beat on user numbers, and Twitter reportedly subpoenas Elon Musk's associates. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

August Begins After a Bullish July, Boeing's "Dream" Come True, and Oil Prices Slump. 8/1/22

podcasts@cnbc.com (CNBC) — Mon, 1 Aug 2022 14:48:44 +0000

On the first trading day of August, Carl Quintanilla and Jim Cramer discussed the next moves for investors after July marked the best month for stocks since 2020. Boeing topped the list of Dow and S&P 500 gainers after the Federal Aviation Administration cleared the way for resumption of 787 Dreamliner deliveries. Crude oil prices dropped further on worries about weaker global demand. Hear what Jim had to say about buying oil now. Also in focus: The U.S. reportedly mulling a crackdown on memory chip makers in China, former New York Fed President Bill Dudley's op-ed on the Fed's "wishful thinking" about inflation, Google CEO Sundar Pichai's message to employees about productivity, and why Mark Zuckerberg reportedly said Meta's growth forecasts had been too rosy. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Tech-Tonic Shifts, Oil Stocks Surge, Roku Rocked 7/29/22

podcasts@cnbc.com (CNBC) — Fri, 29 Jul 2022 14:26:10 +0000

Carl Quintanilla and Jim Cramer started the show by breaking down quarterly results from big tech stocks Apple and Amazon. Apple reported a beat on revenue and profit, and said it’s expecting growth to accelerate despite “pockets of softness.” Amazon shares jumped on its revenue beat and rosy guidance for the third quarter. Separately, the anchors also broke down tough quarters from both Roku and Intel. The chip giant Intel reported its biggest revenue miss since 1999 and Roku shares plunged more than 20% on its results. Also in the mix: energy names Exxon and Chevron both posted record quarterly profits as commodity prices boom. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

U.S. Economy Contracts, Meta’s Big Miss, ServiceNow CEO 7/28/22

podcasts@cnbc.com (CNBC) — Thu, 28 Jul 2022 14:36:16 +0000

Carl Quintanilla and Jim Cramer began the hour by breaking down today’s GDP data as the U.S. economy contracted for the second straight quarter, hitting a widely accepted rule of thumb for a recession. They spoke with National Economic Council Director, Brian Deese about the numbers. The anchors then shifted to Meta’s quarterly results, after the company missed on earnings. Meta also issued a surprisingly weak forecast, pointing to a second consecutive decline in year-over-year sales. Also in focus: ServiceNow CEO Bill McDermott joined the hour to discuss his company’s quarter, after beating on both the top and bottom lines. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Big Tech’s Bar Lowered? Boeing & T-Mobile CEOs, Fed Decision Day 7/27/22

podcasts@cnbc.com (CNBC) — Wed, 27 Jul 2022 14:57:59 +0000

Carl Quintanilla and Jim Cramer began the hour by breaking down Alphabet’s and Microsoft’s latest quarterly results; both stocks rallied despite missing analyst estimates. The anchors then brought in Phil LeBeau alongside Boeing CEO Dave Calhoun on his company’s earnings report as well. Before the opening bell, they then shifted to the big Fed decision later today with many expecting the fourth rate increase in about five months. Also in focus: T-Mobile CEO Mike Sievert joined the anchors at Post 9 of the NYSE on his company’s results; the stock rallied after boosting its subscriber forecast. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Walmart’s Big Warning, GM’s Earnings Miss, Shopify Layoffs 7/26/22

podcasts@cnbc.com (CNBC) — Tue, 26 Jul 2022 14:30:36 +0000

Carl Quintanilla and Jim Cramer started the show with Walmart shares sinking after the company cut both its Q2 & full-year profit outlook. The big warning dragged other retailers like Home Depot, Amazon and Best Buy lower as well. The anchors then shifted to a slew of earnings, including General Motors, which reported numbers below expectations. Two big consumer names also posted results, as Coca-Cola and McDonald’s both beat estimates. Also in the mix: Shopify shares dropped double digits after the company announced it will lay off 10% of its global workforce. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

White House Plays Down Recession Fears, NFL Launches Streaming Service, China Risks 07/25/22

podcasts@cnbc.com (CNBC) — Mon, 25 Jul 2022 14:42:48 +0000

Carl Quintanilla and Jim Cramer began the hour by hitting the market action with stocks still on pace for their best month of the year. They also mentioned Treasury Secretary Janet Yellen telling NBC’s Meet the Press over the weekend that “this is not an economy that’s in recession.” The anchors then shifted their focus to the NFL, launching its own streaming service NFL+, which starts a $4.99 per month. Staying with media, they also mentioned SNAP getting double downgraded at Morgan Stanley from “overweight” to “underweight” with an $8 price target following last week’s dismal earnings report. Also in focus: Goldman Sachs cut its earnings outlook for the MSCI China stock index to zero growth for the year. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Snap Plummets, Twitter Falls, Verizon Misses on Earnings and the Markets Look to Go "Fourth" 7/22/22

podcasts@cnbc.com (CNBC) — Fri, 22 Jul 2022 14:40:22 +0000

David Faber and Leslie Picker led off with the woes hitting social media stocks: Shares of Snap tumbling more than 30% after the Snapchat parent posted its weakest quarterly revenue growth since going public in 2017. At least a dozen Wall Street firms downgraded the stock. Jefferies analyst Brent Thill joined the program and discussed why he's maintaining a "Buy" rating on Snap, as well as his take on Twitter falling after it posted an unexpected quarterly loss. Also in focus: Verizon shares under pressure following a profit miss and lowered guidance, American Express as an earnings bright spot, and the broader markets looking to extend their daily win streak to four. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Tesla Jumps, Airlines and AT&T Slump, Amazon's Healthcare Acquisition, and the ECB's First Rate Hike in 11 Years 7/21/22

podcasts@cnbc.com (CNBC) — Thu, 21 Jul 2022 15:01:25 +0000

After a two-day rally for stocks, Jim Cramer and David Faber kicked off the show by discussing Tesla's better-than-expected quarterly earnings, which overshadowed a revenue miss and supply chain challenges. The anchors reacted to various comments Tesla CEO Elon Musk made on his company’s earnings call. From cars to planes: Airline stocks among the biggest losers in reaction to quarterly results from United and American. Also in focus: AT&T tumbles on its free-cash flow forecast, Amazon ramps up its healthcare push by agreeing to acquire One Medical for $18 per share in cash, the European Central Bank hikes interest rates for the first time since 2011, and Cramer discusses whether now's the time to get on big tech names such as Apple and Alphabet. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Netflix's "Less Bad Results," Markets After July's Biggest One-Day Rally and Twitter Wins Round One in Court Over Elon Musk. 7/20/22

podcasts@cnbc.com (CNBC) — Wed, 20 Jul 2022 14:42:44 +0000

Carl Quintanilla, Jim Cramer and David Faber led off the program with an in-depth discussion about Netflix's second-quarter results, including nearly one million subscriber losses -- fewer than expected. The anchors weighed in on Co-CEO Reed Hastings' earnings call comments: He said his excitement about Netflix is "tempered by the less bad results." What does it all mean for the company and its streaming competition? Also in focus: The road ahead for markets after their biggest one-day rally in nearly a month, a Delaware judge agrees to Twitter's request for an expedited trial in its battle to enforce Elon Musk's $44 billion takeover agreement, and Cathie Wood's ARK to shut down one of its ETFs for the first time in her firm's history. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Markets Rebound and Gas Prices Fall, Apple and Tech Hiring Slowdowns, the Twitter-Musk Court Date and “Big Blues” for IBM shares 7/19/22

podcasts@cnbc.com (CNBC) — Tue, 19 Jul 2022 14:43:10 +0000

Carl Quintanilla, Jim Cramer and David Faber discussed the rebound in stocks following Monday's market decline. The impact of the stronger dollar also in the spotlight as IBM shares fall despite a quarterly beat. The anchors also reacted to a report stating Apple plans to slow hiring and spending growth next year. Cramer lists the various factors investors should focus on in this market. Also in the mix: Reaction to Johnson & Johnson earnings, gasoline prices fall to two-month lows, Twitter vs. Elon Musk and what to expect from their first court hearing, Warren Buffett's Berkshire Hathaway boosts its stake in Occidental Petroleum, a preview of Netflix's after-the-bell earnings, plus bitcoin on the rebound. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Manifest Space Episode #16: Space Infrastructure with Redwire CEO Peter Cannito 7/19/22

podcasts@cnbc.com (CNBC) — Tue, 19 Jul 2022 04:00:00 +0000

Redwire is a combination of over a dozen companies merged together, developing technology across the space sector. Morgan discuss the growing opportunity in infrastructure with CEO Peter Cannito. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

CNBC Rings the Opening Bell, Big Banks Report, Boeing’s Big Boost 7/18/22

podcasts@cnbc.com (CNBC) — Mon, 18 Jul 2022 14:44:40 +0000

Carl Quintanilla, Jim Cramer and David Faber celebrated a special morning at the New York Stock Exchange as Jim and the “Mad Money” team rang the opening bell to celebrate the show’s permanent move to the NYSE. The anchors then shifted their focus to the market rally, getting a boost from Goldman Sachs and Bank of America, which reported before the bell. Another big mover to watch today was Boeing, as Delta Air Lines bought 100 planes from the company, its first major order with Boeing in more than a decade. Also in the mix: GSK spun off its $36 billion consumer health business Haleon, the largest listing in Europe in more than 10 years. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Markets Rally, Retail Sales Jump in June and Citi and Wells Fargo Spike on Earnings 7/15/22

podcasts@cnbc.com (CNBC) — Fri, 15 Jul 2022 14:52:27 +0000

Carl Quintanilla and Mike Santoli focused on what investors should make of Friday's market rally, sparked by data showing retail sales up a better-than-expected one percent for June -- and quarterly results from Citi and Wells Fargo, one day after JPMorgan Chase and Morgan Stanley disappointed the street. Leslie Picker joined the discussion on the banks. Also in focus: China's economic growth slows to levels not seen since early 2020, Pinterest shares soar on a report stating Elliott Management has taken a big stake in the company, oil prices rebound as President Biden heads to Saudi Arabia, a hearing date is set for Twitter's lawsuit against Elon Musk, plus a "flashback" featuring Carl and Mike. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Market Sell-off: Earnings Misses for JPM and Morgan Stanley, Rate Hike Fears and Double-Digit Wholesale Inflation. 7/14/22

podcasts@cnbc.com (CNBC) — Thu, 14 Jul 2022 14:42:28 +0000

Carl Quintanilla, Jim Cramer and David Faber delved into the catalysts that sparked Thursday's sell-off: The Producer Price Index for June jumped 11.3% from year-ago levels, reigniting worries about a potential one percent Fed interest rate hike. The anchors also reacted to JPMorgan Chase and Morgan Stanley each missing Wall Street expectations with their second-quarter results. Carl, Jim and David discussed what JPM CEO Jamie Dimon said on the company's earnings call about the health of the consumer. Also in focus: Taiwan Semiconductor's earnings beat, Intel reportedly set to hike prices, Warren Buffett buys more Occidental Petroleum, Twitter vs. Elon Musk and a preview of "Mad Money" moving Monday to the NYSE. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Inflation Hits Fresh Four-Decade High, White House's NEC Director Reacts to CPI, and Twitter Sues Elon Musk 7/13/22

podcasts@cnbc.com (CNBC) — Wed, 13 Jul 2022 14:42:49 +0000

Carl Quintanilla, Jim Cramer and David engaged in a wide-ranging discussion about inflation news that sent stocks tumbling: The Consumer Price Index for June up 9.1% from a year ago -- a new four-decade high. National Economic Council Director Brian Deese joined the program with White House reaction to the numbers. The anchors also explored how big an impact inflation could have on earnings season, as big banks get ready to report. Also in focus: Twitter sues Elon Musk as it looks to enforce their $44 billion deal, Delta's earnings miss on higher costs, Google's hiring slowdown, plus M&A: Game development platform Unity Software agrees to buy ironSource in a $4.4 billion all-stock deal. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Recession Fears and the Markets, Cramer vs. the Downgrade Parade, Twitter's Letter Slams Musk, Gap CEO Steps Down and Bill Ackman's SPAC Setback. 7/12/22

podcasts@cnbc.com (CNBC) — Tue, 12 Jul 2022 14:47:13 +0000

Carl Quintanilla, Jim Cramer and David discussed stock market moves and oil prices falling amid inflation and global growth worries, dollar-euro parity and investors looking ahead to this week's inflation data and bank earnings. Cramer speaks out about the "endless" downgrades on Wall Street and why the "sell everything" approach is the wrong instinct. The anchors also reacted to Twitter's letter to Elon Musk: The company slamming his attempt to abandon their $44 billion deal as "invalid and wrongful." Also in focus: Gap CEO Sonia Syngal steps down, PepsiCo's earnings beat, Billionaire investor Bill Ackman winds down his $4 billion SPAC, bitcoin back below $20,000, plus Cramer and Mark Zuckerberg in the metaverse. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Musk Terminates His Twitter Deal and the Company Fires Back. Plus: A Rare and Exclusive Interview With Costco's CEO. 7/11/22

podcasts@cnbc.com (CNBC) — Mon, 11 Jul 2022 14:42:50 +0000

Carl Quintanilla, Jim Cramer and David led off the show Elon Musk's decision to terminate his $44 billion takeover deal with Twitter, which is threatening legal action to enforce the merger. The anchors explored what's at stake for Musk, Twitter and the company's shareholders. Costco CEO Craig Jelinek joined the program in a rare and exclusive interview, including his take on inflation, recession fears and the company's 20% sales jump in June. Also in focus: Market winners and losers, what to expect from big banks later this week as earnings season kicks off, and casino stocks tumble on Macau's COVID-related shutdown. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

June Jobs Growth and "Fedspeak" on Rate Hikes, Fmr. Japanese PM Abe Assassinated, Musk-Twitter Drama and Apple's Summer Rebound 7/8/22

podcasts@cnbc.com (CNBC) — Fri, 8 Jul 2022 15:03:22 +0000

Carl Quintanilla, Leslie Picker and Mike Santoli led off the show with market reaction to the June employment report: The economy added a better-than-expected 372,000 non-farm jobs last month, with the unemployment rate holding steady at 3.6%. The anchors weighed in on the push by some Fed policymakers for a 75-basis point interest rate hike this month, and reacted to what Atlanta Fed President Raphael Bostic told CNBC about the jobs report. Council of Economic Advisers Chair Cecilia Rouse joined the program with the White House's take on the jobs report. Also in focus: The assassination of former Japanese Prime Minister Shinzo Abe, reports that Elon Musk's deal to buy Twitter is “in peril,” and Apple shares up 10% from mid-June lows: Should you get in on the stock now? Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Markets Look to Go "Fourth," Chips Jump on "Samsung Effect," UK PM Johnson Resigns, M&A: Merck-Seagen and Antitrust, and GameStop's Split Decision 7/7/22

podcasts@cnbc.com (CNBC) — Thu, 7 Jul 2022 14:53:18 +0000

Carl Quintanilla, Jim Cramer and David Faber explored the broader markets looking to extend their daily win streak to four, following Wednesday's release of the Fed minutes. The chip sector among the gainers after Samsung's preliminary results showed the company’s best second-quarter profit in four years. Jim explained why his enthusiasm extends beyond semiconductor stocks. Also in focus: UK Prime Minister Boris Johnson resigns, M&A and antitrust with Merck reportedly near a $40-billion deal to buy Seagen, plus “meme stocks” rising -- GameStop declares a 4-for-1 stock split and Bed Bath & Beyond discloses insider purchases by its interim CEO and two board members. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Crude Oil Below $100, "The Great Unwind of Speculation," The Amazon-Grubhub Effect, and a Bankruptcy Filing in the World of Crypto. 7/6/22

podcasts@cnbc.com (CNBC) — Wed, 6 Jul 2022 14:47:04 +0000

Carl Quintanilla Jim Cramer and David Faber focused on oil falling below $100 per barrel, the recent pullback in energy stocks and the Wall Street debate over a potential recession. Cramer explains why he is seeing "the great unwind of speculation" and what it could mean for investors. Shares of DoorDash and Uber take a hit on news of Amazon's partnership with Grubhub including free food delivery for Amazon Prime members. Also in focus: Crypto broker Voyager Digital files for Chapter 11 bankruptcy protection and Barclays cuts its price target on Netflix. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Recession Fears Fuel Market Sell-off, Bezos vs. Biden, Tesla Deliveries Disappoint and an Exclusive With Micron's CEO 7/5/22

podcasts@cnbc.com (CNBC) — Tue, 5 Jul 2022 15:01:14 +0000

Kicking off a holiday-shortened trading week, Carl Quintanilla Jim Cramer and David Faber discussed what to make of the broad sell-off, as recession worries overshadow reports that the White House is mulling the removal of China tariffs to combat inflation. The anchors also reacted to Jeff Bezos slamming President Biden for demanding companies that run gasoline stations lower prices at the pump. Micron CEO Sanjay Mehrotra joined the program exclusively to discuss supply chain issues and the chipmaker's guidance that has weighed on the stock. Also in focus: Tesla's Q2 deliveries miss Wall Street forecasts, Ford auto sales jump in June, and rough times for crypto. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Second Half of Trading, Tech’s Belt Tightening, Kohl’s Crushed 7/01/22

podcasts@cnbc.com (CNBC) — Fri, 1 Jul 2022 14:37:19 +0000

Carl Quintanilla, Leslie Picker and Mike Santoli began the hour by breaking down how investors can navigate the markets for the second half of the year, after the S&P suffered its worst first half in decades. “The Big Short” investor Michael Burry, known for calling the subprime mortgage crisis, warned investors that 2022′s market turmoil is only half finished. The economic uncertainty also led to Meta Platforms joining the growing list of tech companies scaling back their hiring plans. According to a report from Reuters, in an employee Q&A session, Mark Zuckerberg warned that it might be “one of the worst downturns we’ve seen in recent history.” Also in the mix: Kohl’s shares got crushed after ending talks to be bought by Vitamin Shoppe parent Franchise Group. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Worst First Half Since 1970, RH’s Profit Warning, Bitcoin Bedlam 6/30/22

podcasts@cnbc.com (CNBC) — Thu, 30 Jun 2022 14:24:30 +0000

Carl Quintanilla and Jim Cramer began the show with a look at the market action, with the S&P on pace for its worst first half since 1970. The anchors also broke down a slew of economic data, as core personal consumption expenditures prices, excluding food and energy, rose 4.7% from a year ago, slightly less than expected. They also drilled down on RH, the latest company to issue a warning on the consumer. Shares of that stock slid after the company lowered its outlook for the year. Also in the mix: Bitcoin dipped below $19K and is headed towards its worst month on record. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

C-Suite Shuffles, FedEx Investor Day, Sell on Sail?

podcasts@cnbc.com (CNBC) — Wed, 29 Jun 2022 14:20:50 +0000

Carl Quintanilla and Jim Cramer began the show with a look at the market action, following another failed attempt at a bounce. Earlier today, Cleveland Fed President Loretta Mester said she would back a 75 basis point hike in July if conditions remained the same. The anchors then shifted to the C-Suite shuffles for Pinterest and Bed Bath & Beyond; both companies announced that they would be replacing their CEOs. The biggest S&P laggard in early trading was Carnival Cruise Line, as Morgan Stanley cut its price target on that stock to $7 per share, while also laying out a “bear case” scenario of $0. Also in the mix: FedEx hosted its first investor day in roughly a decade and new CEO Raj Subramaniam spoke with CNBC exclusively. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Squawk on the Street 6/28/22

podcasts@cnbc.com (CNBC) — Tue, 28 Jun 2022 15:18:09 +0000

Manifest Space Episode #15: Space Junk with LeoLabs CEO Dan Ceperley 6/28/22

podcasts@cnbc.com (CNBC) — Tue, 28 Jun 2022 04:00:00 +0000

As more objects make their way to orbit, thousands of pieces of debris are putting spacecraft and people at risk. Morgan speaks with Silicon Valley startup LeoLabs CEO Dan Ceperley to discuss the company’s efforts to track space junk as Earth’s orbit debris problem worsens. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Squawk on the Street 6/27/22

podcasts@cnbc.com (CNBC) — Mon, 27 Jun 2022 15:40:24 +0000

Squawk on the Street 6/24/22

podcasts@cnbc.com (CNBC) — Fri, 24 Jun 2022 14:52:35 +0000

Squawk on the Street 6/23/22

podcasts@cnbc.com (CNBC) — Thu, 23 Jun 2022 15:18:18 +0000

Fed Chair Powell on the Hill, Pres. Biden's Push for a Gas Tax Holiday and CNBC's Big Night: From ExxonMobil to Zuckerberg 6/22/22

podcasts@cnbc.com (CNBC) — Wed, 22 Jun 2022 14:44:59 +0000

The morning after a big rally on Wall Street, Jim Cramer and David Faber discussed market reaction to Federal Reserve Chair Jerome Powell's testimony on the economy before the Senate Banking Committee, with inflation and rate hikes in the spotlight. The anchors also reacted to President Biden urging Congress to suspend the federal gasoline tax. Also in focus, A big Wednesday night on CNBC: Highlights from both David's documentary "ExxonMobil at the Crossroads" – which premieres at 8pm ET -- and Jim's interview with Meta Platforms CEO Mark Zuckerberg on "Mad Money" at 6pm ET. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

DocuSign CEO Stepping Down & A Possible Big Bear-Market Bounce 06/17/22

podcasts@cnbc.com (CNBC) — Tue, 21 Jun 2022 15:47:10 +0000

Bulls’ Market Week to Forget, Baron Sees Buys, Adobe's Beat Not Good Enough, Musk's Twitter Meeting, and Chinese Stocks Ant-e Up 06/17/22

podcasts@cnbc.com (CNBC) — Fri, 17 Jun 2022 15:13:08 +0000

With the S&P 500 at an 18-month low following Thursday's big sell-off, Carl Quintanilla, Jim Cramer and David Faber discussed stocks trying to shrug off recession fears with the broader markets on track for their worst week since 2020. The anchors reacted to billionaire investor Ron Baron telling CNBC the June slump represents a once-in a generation buying opportunity. They also drilled down on tech's rough week, including Adobe shares falling despite better-than-expected quarterly results. Also in focus: This week's profit-taking in the energy sector, the FDA approves COVID-19 vaccines for younger children, Elon Musk's meeting with Twitter employees, Chinese stocks such as Alibaba rally on a report involving Jack Ma's Ant Group. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

From Post-Fed Rally to Rate Hike-Fueled Sell-off: Techs Tumble and the Dow Falls Below 30,000. 06/16/22

podcasts@cnbc.com (CNBC) — Thu, 16 Jun 2022 14:59:47 +0000

One day after stocks rallied following the Fed's biggest interest rate increase since 1994, Carl Quintanilla, Jim Cramer and David Faber discussed the sell-off that erased Wednesday's gains and sent the Dow below 30,000. Rate hikes by central banks in England and Switzerland fueled inflation worries and recession fears. The anchors delved into why tech stocks including Apple and Microsoft have taken a hit, as well as how investors can find protection in this market. Also in focus: Comments by DoubleLine CEO Jeffrey Gundlach and MicroStrategy CEO Michael Saylor on the bitcoin slump, and Elon Musk prepares to meet with Twitter employees for the first time since offering to buy the company. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Fed Decision Day, Biden vs. Big Oil, Cramer's Growth Plays, Bitcoin Blues and Bill Gates on Crypto's "Greater Fool Theory" 06/15/22

podcasts@cnbc.com (CNBC) — Wed, 15 Jun 2022 14:48:55 +0000

Carl Quintanilla, Jim Cramer and David Faber discussed markets rebounding ahead of the Fed's big interest rate decision -- and Wall Streeters debating whether the expected rate increase should be more than 50 basis points. Jim outlines his list of ten cheap, high growth stocks worth buying that have dividend protection. Bitcoin slumps to a fresh 18-month low and the anchors react to Bill Gates' comments on crypto being based on a "greater fool theory." Also in focus: President Biden's letter to oil companies urging a production boost and slamming industry profits amid higher gasoline prices, plus highlights from David's CNBC documentary "ExxonMobil At the Crossroads." Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

The Sell-off: Oracle and FedEx Aid Market Rebound, Bitcoin Extends Slump and Coinbase to Cut Jobs 06/14/22

podcasts@cnbc.com (CNBC) — Tue, 14 Jun 2022 14:52:39 +0000

Carl Quintanilla, Jim Cramer and David Faber discussed the markets looking to rebound after another day of massive selling: How investors should navigate the volatility amid inflation and recession fears, as Fed policymakers kick off their key two-day meeting. On the crypto front: Bitcoin slides to a fresh 18-month low and Coinbase announces plans to cut 18% of its workforce. The anchors also highlighted bright spots: Oracle shares surge after quarterly results beat the street -- and FedEx up sharply after hiking its quarterly dividend by 53% and adding new directors to its board. Also in focus: General Motors shares rebound back above their 2010 IPO price, Morgan Stanley's EV take on automakers and Continental Resources founder Harold Hamm offers to take the company private in a buyout. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Stocks Slide Into Bear Market Territory, Crypto Gets Crushed, and a CNBC Exclusive with Coca-Cola's CEO. 06/13/22

podcasts@cnbc.com (CNBC) — Mon, 13 Jun 2022 14:41:23 +0000

Carl Quintanilla, Jim Cramer and David Faber stayed on top of the extended market sell-off which sent the S&P 500 into bear market territory -- down more than 20% from its record close in January. What should investors do now? The anchors also discussed what's driving cryptocurrency to double-digit losses and Bitcoin below 24,000 to a fresh 18-month low. In a CNBC Exclusive, Jim interviewed Coca-Cola CEO James Quincey about price increases amid inflation, supply chain issues and the company's new Jack Daniel's and Coke cocktail. Also in focus: Goldman Sachs and Morgan Stanley's calls on S&P 500 targets, plus Coinbase and MicroStrategy caught in the crypto downdraft. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

The Inflation Data Sell-off, White House Reaction from NEC Director Brian Deese, and Goldman Says "Sell" Netflix. 6/10/22

podcasts@cnbc.com (CNBC) — Fri, 10 Jun 2022 14:43:19 +0000

Carl Quintanilla, Jim Cramer and David Faber covered all of the bases regarding the market sell-off, sparked by a hotter-than-expected Consumer Price Index for May, including the highest year-over-year increase in four decades. The anchors explored the inflation factor for investors, with Cramer calling for more outreach from President Biden to energy giants in wake of surging oil and gasoline prices. National Economic Council Director Brian Deese joined the program with reaction to the inflation data. Also in focus: Goldman Sachs downgrades Netflix to "Sell," bright spots in the market, the U.S. to end COVID-19 testing for air travelers entering the country, and Starbucks interim CEO Howard Schultz's take on "work from home." Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Market Volatility and Inflation Worries, China Stocks' Wild Ride, Tesla's Spark, Target's Dividend Boost and Zendesk Shares Get Zapped 6/9/22

podcasts@cnbc.com (CNBC) — Thu, 9 Jun 2022 14:57:20 +0000

Carl Quintanilla, Jim Cramer and David Faber discussed the markets trying to avoid another daily decline in the face of inflation and recession fears. The anchors explored how high oil and gasoline prices might rise as well as playing the energy sector. Also the spotlight: Volatile moves in Chinese stocks including Alibaba -- initially rising on a report that China considered reviving the IPO of Jack Ma's Ant group -- but erasing those gains after Ant reportedly denied plans for an IPO. The anchors reacted to Tesla being upgraded to "Buy" by UBS and the automaker's surge in China auto sales and vehicle production. Also in focus: Target boosts its quarterly dividend by 20%, Meta’s new ticker symbol is “META” and shares of software firm Zendesk tumble after it decided to remain an independent public company. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Recession Fears and the Markets, Ukraine’s Zelenskyy Addresses CEO Summit, Vaccine Makers Get a Boost, and M&A in the NFL 6/8/22

podcasts@cnbc.com (CNBC) — Wed, 8 Jun 2022 14:37:29 +0000

Carl Quintanilla, Jim Cramer and David Faber explored the markets trying to shrug off signs of a potential recession, including mortgage demand hitting a 22-year low. What should investors do now? The anchors also discussed Ukrainian President Zelenskyy addressing the Yale CEO Summit in New York City with his message to business leaders. Also in focus: Novavax and Moderna rise on COVID-19 vaccine news, Target receives a slew of Wall Street price target cuts after Tuesday’s profit warning, stocks Cramer calls buying opportunities, and the NFL's Denver Broncos agree to be sold to a group led by Walmart heir Rob Walton for $4.65 billion. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Target Slumps on Warning, Kohl's Surges on Takeover Talks, Apple WWDC Takeaways, Plus Big Oil: Is Exxon Cheap? 6/7/22

podcasts@cnbc.com (CNBC) — Tue, 7 Jun 2022 14:56:13 +0000

Carl Quintanilla, Jim Cramer and David Faber led off the show with shares of Target down sharply on a margin warning, as the company plans to reduce excess inventory. The stock dragged both the retail sector and broader markets lower. Cramer weighed in on Target CEO Brian Cornell's leadership and delivered a message for analysts who cover the stock. Shares of Kohl's up double-digits after confirming it is in talks to be acquired by The Vitamin Shoppe parent Franchise Group. Also in focus: The gasoline price surge, why one firm says ExxonMobil shares are cheap, assessing Apple's developers conference unveils, Netflix losing two-thirds of its value this year, and Texas vs. Twitter. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Manifest Space Episode #14: Spectrum-Based Space Images with Hawkeye 360 CEO John Serafini 6/7/22

podcasts@cnbc.com (CNBC) — Tue, 7 Jun 2022 04:00:00 +0000

With the war in Ukraine crossing one-hundred days, commercial satellite imagery is getting an increasing amount of attention as companies like Maxar and Planet Labs capture and release pictures of Russia’s invasion in near-real time. Morgan and Hawkeye 360 CEO John Serafini discuss the innovations being made in the satellite sector, the impact of the Russia-Ukraine war and more. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Musk Threatens to Abandon Twitter Deal, Here Comes Apple's WWDC, More M&A and An "Outcry" in Chicago. 6/6/22

podcasts@cnbc.com (CNBC) — Mon, 6 Jun 2022 14:47:03 +0000

Jim Cramer and David Faber engaged in a wide-ranging discussion about the story of the morning: Elon Musk has threatened to walk away from his $44 billion deal to buy Twitter, citing the company's failure to provide spam/fake account information. What's at stake for both Twitter and Tesla? Also in focus: Apple's Worldwide Developers Conference, Chinese stocks rally, Lilly's diabetes drug and obesity, JetBlue sweetens its takeover bid for Spirit Airlines, Thoma Bravo lowers Anaplan deal price, Amazon's 20-for-1 stock split takes effect, CBOE opens its new outcry trading floor, and Jim's week in San Francisco featuring a big lineup of CEO interviews on CNBC. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jobs Jump in May, Musk's "Super Bad Feeling," the Stock That Doubled on the Bristol Myers Deal and Apple as FAANG's "Weak Link." 6/3/22

podcasts@cnbc.com (CNBC) — Fri, 3 Jun 2022 15:03:11 +0000

Jim Cramer and David Faber discussed market reaction to the better-than-expected May Jobs Report, which showed non-farm payrolls up 390,000. Cramer explained why he thinks people are more worried than they should be and are underestimating Fed Chair Jerome Powell. The anchors also reacted to a report which says Elon Musk wants to cut 10% of jobs at Tesla and that he has a "super bad feeling" about the economy. Also in focus: Bristol Myers Squibb strikes a $4.1 billion deal to acquire a biotech firm whose shares more than doubled on news of the transaction, why Jim says Apple is the "weak link" in FAANG, and Twitter says the antitrust waiting period for Musk's takeover bid has expired. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Microsoft Warns, Sandberg to Step Down As Meta COO, Debating Dimon's "Hurricane" and Big Losses For Tiger 6/2/22

podcasts@cnbc.com (CNBC) — Thu, 2 Jun 2022 14:59:54 +0000

Jim Cramer and David Faber delved into the big story of the morning: Microsoft cuts Q4 guidance, citing "unfavorable foreign exchange rate movement." They also discussed Sheryl Sandberg's decision to step down as COO of Facebook parent Meta -- and why Jim thinks a drop in the stock on that news represents a buying opportunity. Also in focus: JPMorgan Chase CEO Jamie Dimon warns an economic "hurricane" is coming -- but Bank of America CEO Brian Moynihan dismisses Dimon's pessimism, David reports Tiger Global's fund declined more than 14% in May, Ford's $3.7 billion expansion plans, and market reaction to GameStop's quarterly results. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Making Money in June, Salesforce Surges, and Musk's WFH Message: Return to the Office Or Get Out 6/1/22

podcasts@cnbc.com (CNBC) — Wed, 1 Jun 2022 14:40:10 +0000

On the first trading day of June, Carl Quintanilla, Jim Cramer and David Faber explored what's next for the markets after both the Dow and the S&P 500 eked out fractional gains for May despite volatility. The anchors also reacted to what Treasury Secretary Janet Yellen told CNBC about inflation and the surge in oil prices. Shares of Salesforce surged on better-than-expected quarterly results and raised profit guidance. Elon Musk's take on "work from home" also a big topic of discussion: He is said to have told Tesla staff in a leaked memo that they must be in the office for a minimum of 40 hours per week "or depart Tesla." Also in focus: SPAC terminations, plus Apple reportedly moving some of its iPad production to Vietnam from China. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Inflation Watch, Oil Prices Pressure Stocks, Chinese Stocks Rally on Lockdown Developments, and Peltz Named to Unilever's Board 05/31/22

podcasts@cnbc.com (CNBC) — Tue, 31 May 2022 14:44:21 +0000

Carl Quintanilla, Jim Cramer and David Faber discussed what's ahead for markets as the Dow and S&P 500 enter the last trading day of May in positive territory for the month. The anchors reacted to President Biden's op-ed in The Wall Street Journal outlining his plan to battle inflation. Cramer says Biden is "still attacking our oil companies." The price of crude surges after the EU agrees to ban most Russian oil imports. Chinese stocks such as Alibaba rally as Shanghai prepares to lift its two-month COVID lockdown. Shares of Unilever jump after the company named activist investor Nelson Peltz to its board. Also in focus: Sen. Elizabeth Warren vs. SPACs, plus a box office bonanza for “Top Gun: Maverick.” Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

A Week for the Bulls to Cheer About, Big Moves in Retail, SPACs Slump and the SEC's Eyes on Elon Musk 5/27/22

podcasts@cnbc.com (CNBC) — Fri, 27 May 2022 14:55:37 +0000

Carl Quintanilla, David Faber and Leslie Picker explored this week's market gains: The Dow on track to end an eight-week losing streak, with the S&P and Nasdaq each poised to end seven straight weeks of losses. Sentiment on Friday helped by stronger-than-expected consumer spending data and a key indicator which shows inflation might have peaked. The anchors reacted to a new batch of retail earnings: Shares of Gap and Big Lots tumbled, while Costco and Ulta Beauty moved higher. Citi U.S. Equity Strategist Scott Chronert joined the program to discuss market volatility and his views about a potential recession. Also in focus: The SEC's letter to Elon Musk about his early Twitter stake, Dell among the tech winners, and the blank-check bubble bursts for SPACs Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Markets and Retail Stocks Rally, Broadcom Buys VMWare in $61B Deal, and Musk Commitment Boosts Twitter 5/26/22

podcasts@cnbc.com (CNBC) — Thu, 26 May 2022 14:37:35 +0000

Carl Quintanilla, David Faber and Leslie Picker discussed the markets extending Wednesday's gains. Retail among the bright spots toward the end for what has been a rough month for the sector: Shares of Dollar Tree, Dollar General and Macy's each up double-digits in reaction to quarterly results. In M&A news, Broadcom has agreed to acquire VMWare for $61 billion in cash and stock. Also on the tech front, Nvidia and Snowflake slide, Elon Musk says he will commit more of his wealth to finance his $44 billion Twitter takeover deal, and Apple reportedly plans to keep 2022 iPhone production levels below analyst forecasts in wake of China COVID lockdowns and supply chain issues. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

The Dow's Win Streak vs. Historic Weakness, Playing Beaten-Down Tech, and the Ackman Rate Debate 5/25/22

podcasts@cnbc.com (CNBC) — Wed, 25 May 2022 14:31:43 +0000

Carl Quintanilla, David Faber and Mike Santoli discussed how investors should view market volatility with the Dow in the midst of a three-day winning streak and mega-cap tech seeing valuations slashed. They also explored growth worries versus inflation fears, as well as Wall Street's recession debate. Jefferies analyst Brent Thill joined the discussion about how investors should play the beaten-down tech sector. Also in focus: Billionaire investor Bill Ackman's tweet storm about short-term interest rates and stocks, Apple and China COVID lockdowns, retail earnings winners and losers, Nelson Peltz's Trian explores taking over Wendy's, and the battle for ExxonMobil one year later -- as the company kicks off its annual shareholder meeting. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Snap Plunges and Drags Down Tech, Markets Fall After Monday Rally, and Retail Earnings Parade Pains and Gains 5/24/22

podcasts@cnbc.com (CNBC) — Tue, 24 May 2022 14:36:58 +0000

Carl Quintanilla, David Faber and Mike Santoli led off the show with a look at shares of Snap tumbling and falling below its 2017 IPO price on the company’s profit warning. The anchors reacted to Snap's news dragging down social media stocks including Twitter, Pinterest and Facebook parent Meta Platforms. How might Twitter's decline impact Elon Musk's takeover bid for the company? Also in focus: Markets pulling back after Monday's rally, Best Buy rises and Abercrombie & Fitch plummets on earnings news, sources tell David that Broadcom is in talks to pay in the $140/share range for VMWare, plus a look at Jim Cramer's "green thumb." Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Markets Seek a "Green Week," Broadcom-VMWare Talks, Starbucks to Exit Russia, and How Low Can Tesla Shares Go? 5/23/22

podcasts@cnbc.com (CNBC) — Mon, 23 May 2022 14:38:24 +0000

Carl Quintanilla, David Faber and Mike Santoli discussed the markets looking to start the week on a positive note after the S&P 500 extended its weekly losing streak to seven on Friday. The anchors explored which sectors could help turn the tide. They also reacted to President Biden's comments on the economy: He said a recession in the U.S. is not inevitable. On the M&A front: sources say chipmaker Broadcom is in advanced talks to acquire VMWare, whose shares surged on that news. Also in focus: Starbucks decides to exit its Russia business, What Jamie Dimon said at JPMorgan Chase's "Investor Day", and Tesla shares down 40% since Elon Musk disclosed his stake in Twitter last month. Is Tesla a buying opportunity? Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Friday Markets: Have We Found the Bottom? ... And Cramer Says Buy Amazon and Defense Stocks 05/20/22

podcasts@cnbc.com (CNBC) — Fri, 20 May 2022 14:34:51 +0000

With the markets on track for another weekly decline, Carl Quintanilla, Jim Cramer and David Faber discussed stocks looking to rebound and whether this might indicate a bottom. The anchors also reacted to Amazon's nearly 30% decline from a month ago and Citi taking the stock off of its "Focus List." Jim explains why he believes Amazon is a buy at current levels -- and feels the same way about the defense sector. Also in focus: China cuts a key interest rate, Deere tumbles despite an earnings beat, Ross Stores joins the list of retailers getting crushed, Palo Alto leads a security stocks rally and Elon Musk strikes back against sexual harassment allegations. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.