Filtrer par genre
The opening hour of CNBC’s “Squawk on the Street” with Carl Quintanilla, Jim Cramer and David Faber is broadcast 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 Chief Executive Officers and greatest market minds.
- 2305 - Cramer's Morning Take: Estee Lauder 3/28/24
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 CNBC Investing Club Disclaimer
Thu, 28 Mar 2024 - 03min - 2304 - Bulls Rule in Q1, Home Depot's Largest Deal, SBF Sentencing Day 3/28/24
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. Squawk on the Street Disclaimer
Thu, 28 Mar 2024 - 41min - 2303 - Markets’ Record Run “Too Far, Too Fast”?, AI Risks and Rules, Apple's Rotten Q1 3/27/24
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." Squawk on the Street Disclaimer
Wed, 27 Mar 2024 - 42min - 2302 - Cramer's Morning Take: Microsoft & Viking Therapeutics 3/26/24
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 CNBC Investing Club Disclaimer
Tue, 26 Mar 2024 - 03min - 2301 - BlackRock CEO Fink's Message to Investors, Baltimore Bridge Collapse, Trump Media Shares Soar 3/26/24
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? Squawk on the Street Disclaimer
Tue, 26 Mar 2024 - 41min - 2300 - Cramer's Morning Take: Nvidia 3/25/24
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 CNBC Investing Club Disclaimer
Mon, 25 Mar 2024 - 03min - 2299 - Boeing CEO to Step Down, Another EU Big Tech Probe, China vs. US Chips 3/25/24
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." Squawk on the Street Disclaimer
Mon, 25 Mar 2024 - 44min - 2298 - Cramer's Morning Take: Apple 3/22/24
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 CNBC Investing Club Disclaimer
Fri, 22 Mar 2024 - 03min - 2297 - Stocks' Record Run Without Apple, FedEx Surges, Nike and Lulu Slump, Trump SPAC Watch 3/22/24
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 disappointed Wall 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. Squawk on the Street Disclaimer
Fri, 22 Mar 2024 - 43min - 2296 - Cramer's Morning Take: Don't Fight the Fed & AI Demand 3/21/24
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 CNBC Investing Club Disclaimer
Thu, 21 Mar 2024 - 03min - 2295 - Post-Fed Rally, Apple in the Crosshairs, Reddit CEO on IPO, Peltz Backed in Disney Proxy Battle 3/21/24
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. Squawk on the Street Disclaimer
Thu, 21 Mar 2024 - 51min - 2294 - Cramer's Morning Take: Nvidia 3/20/24
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 CNBC Investing Club Disclaimer
Wed, 20 Mar 2024 - 03min - 2293 - Nvidia CEO Exclusive, Intel CEO on Receiving CHIPS Act Funding, Fed Decision Day 3/20/24
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. Squawk on the Street Disclaimer
Wed, 20 Mar 2024 - 42min - 2292 - SOTS+ NVIDIA Founder and CEO Jensen Huang 3/19/24
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.
Tue, 19 Mar 2024 - 10min - 2291 - Nvidia CEO's AI Message, Musk Defends Ketamine Use, Cleveland-Cliffs CEO on U.S. Steel 3/19/24
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. Squawk on the Street Disclaimer
Tue, 19 Mar 2024 - 45min - 2290 - AI Boom: Nvidia Countdown, Apple and Google Reportedly in "Gemini" Talks, Cisco CEO on Closing Splunk Deal 3/18/24
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. Squawk on the Street Disclaimer
Mon, 18 Mar 2024 - 43min - 2289 - Big Tech and the AI Trade, Adobe Tumbles, TikTok Update 3/15/24
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. Squawk on the Street Disclaimer
Fri, 15 Mar 2024 - 42min - 2288 - Hot PPI, Retail Sales Miss, Mnuchin Talks Buying TikTok, Tesla Valuation Slides Below JPM 3/14/24
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. Squawk on the Street Disclaimer
Thu, 14 Mar 2024 - 42min - 2287 - Market Momentum, House TikTok Vote, Dimon Backs Iger, Downgrade Call: "Sell" Tesla 3/13/24
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. Squawk on the Street Disclaimer
Wed, 13 Mar 2024 - 42min - 2286 - Inflation Situation and Markets, Oracle Surges on AI, Southwest's Boeing Challenge 3/12/24
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. Squawk on the Street Disclaimer
Tue, 12 Mar 2024 - 42min - 2285 - Nvidia Extends Friday Slump, Fmr. Pres. Trump on TikTok Ban and Facebook, Bitcoin Hits $72K 3/11/24
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." Squawk on the Street Disclaimer
Mon, 11 Mar 2024 - 42min - 2284 - Cramer's Morning Take: U.S. Jobs 3/8/24
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 CNBC Investing Club Disclaimer
Fri, 8 Mar 2024 - 03min - 2283 - Stocks Hit Record Highs on Jobs Report, Nvidia and the "Green" Chips, Apple's Unlucky Seven. 3/8/24
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. Squawk on the Street Disclaimer
Fri, 8 Mar 2024 - 43min - 2282 - Cramer's Morning Take: New York Community Bank & Powell Testimony 3/7/24
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 CNBC Investing Club Disclaimer
Thu, 7 Mar 2024 - 02min - 2281 - Exclusive: Fmr. Treasury Secretary Mnuchin on NYCB Investment 3/7/24
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? Squawk on the Street Disclaimer
Thu, 7 Mar 2024 - 49min - 2280 - Powell Watch, Rotten Apple, OpenAI Fires Back at Elon Musk 3/6/24
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. Squawk on the Street Disclaimer
Wed, 6 Mar 2024 - 43min - 2279 - Cramer's Morning Take: Nvidia & Morgan Stanley 3/5/24
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 CNBC Investing Club Disclaimer
Tue, 5 Mar 2024 - 03min - 2278 - Apple Extends Stock Slump, Target Surges, Brin: Google "Definitely Messed Up" 3/5/24
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. Squawk on the Street Disclaimer
Tue, 5 Mar 2024 - 42min - 2277 - Riding the AI-Fueled Rally, EU Hits Apple With $2B Fine, Bitcoin Surpasses $65K 3/4/24
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. Squawk on the Street Disclaimer
Mon, 4 Mar 2024 - 46min - 2276 - Cramer's Morning Take: Tech & Chip Stocks 3/1/24
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 CNBC Investing Club Disclaimer
Fri, 1 Mar 2024 - 02min - 2275 - Bulls Charge Into March, Dell Soars, Elon Musk Sues OpenAI and Sam Altman 3/1/24
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. Squawk on the Street Disclaimer
Fri, 1 Mar 2024 - 45min - 2274 - Cramer's Morning Take: PCE Inflation & Salesforce 2/29/24
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 CNBC Investing Club Disclaimer
Thu, 29 Feb 2024 - 03min - 2273 - Snowflake Melts and Changes CEOs, Salesforce Beats, Fed's Preferred Inflation Gauge 2/29/24
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. Squawk on the Street Disclaimer
Thu, 29 Feb 2024 - 41min - 2272 - Cramer's Morning Take: TJX Companies 2/28/24
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 CNBC Investing Club Disclaimer
Wed, 28 Feb 2024 - 03min - 2271 - Apple Said to End Electric Car Project Amid 2024 Stock Pullback, DOJ vs. UnitedHealth, Bitcoin $60K 2/28/24
Jim Cramer and David Faber engaged in a wide-ranging discussion about Apple reportedly scrapping its decade-long EV 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." Squawk on the Street Disclaimer
Wed, 28 Feb 2024 - 43min - 2270 - Cramer's Morning Take: Eli Lilly & Salesforce 2/27/24
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 CNBC Investing Club Disclaimer
Tue, 27 Feb 2024 - 03min - 2269 - Deal Disruptions, Dimon Gets “Real” on AI, Challenges for Lowe's and Macy's 2/27/24
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. Squawk on the Street Disclaimer
Tue, 27 Feb 2024 - 42min - 2268 - Cramer's Morning Take: Palo Alto 2/26/24
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 CNBC Investing Club Disclaimer
Mon, 26 Feb 2024 - 03min - 2267 - Nvidia Rally Rolls On, Buffett's Message to Investors, Stocks’ Record Run: What’s Next? 2/26/24
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.
Mon, 26 Feb 2024 - 42min - 2266 - Cramer's Morning Take: S&P 500 Hits Record High 2/23/24
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 CNBC Investing Club Disclaimer
Fri, 23 Feb 2024 - 03min - 2265 - New Record Highs, Nvidia Joins the $2T Club, Slide and a Miss for Warner Bros. Discovery 2/23/24
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. Squawk on the Street Disclaimer
Fri, 23 Feb 2024 - 42min - 2264 - Cramer's Morning Take: Nvidia Earnings 2/22/24
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 CNBC Investing Club Disclaimer
Thu, 22 Feb 2024 - 04min - 2263 - Nvidia's Blowout Quarter, S&P 500 Record High, EV Pain, Mondelez CEO 2/22/24
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 the S&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's attack on "shrinkflation." Squawk on the Street Disclaimer
Thu, 22 Feb 2024 - 43min - 2262 - Cramer's Morning Take: Nvidia Earnings Preview 2/21/24
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 CNBC Investing Club Disclaimer
Wed, 21 Feb 2024 - 03min - 2261 - Nvidia on Deck, Palo Alto Networks Plunge, Live: Brian Moynihan 2/21/24
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. Squawk on the Street Disclaimer
Wed, 21 Feb 2024 - 46min - 2260 - Cramer's Morning Take: Nvidia 2/20/24
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 CNBC Investing Club Disclaimer
Tue, 20 Feb 2024 - 02min - 2259 - Big Retail Reports, Capital One Buys Discover, Live: Adobe CEO 2/20/24
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.
Tue, 20 Feb 2024 - 42min - 2258 - PPI Runs Hot, Nike Job Cuts, Coinbase’s Surprise Profit 2/16/24
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. Squawk on the Street Disclaimer
Fri, 16 Feb 2024 - 44min - 2257 - Tech-Led Market Rally, Whale Watching, More Job Cuts 2/15/24
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. Squawk on the Street Disclaimer
Thu, 15 Feb 2024 - 41min - 2256 - Cramer's Morning Take: Inflation Freakout 2/14/24
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 CNBC Investing Club Disclaimer
Wed, 14 Feb 2024 - 03min - 2255 - Stocks Rebound, Lyft’s Typo Turnaround, Zuckerberg’s Vision Pro Review 2/14/24
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.” Squawk on the Street Disclaimer
Wed, 14 Feb 2024 - 41min - 2254 - Hot Inflation Data, Nvidia Reaches Amazon’s Market Cap, TV Ratings Record 2/13/24
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. Squawk on the Street Disclaimer
Tue, 13 Feb 2024 - 42min - 2253 - Cramer's Morning Take: Nvidia 2/12/24
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 CNBC Investing Club Disclaimer
Mon, 12 Feb 2024 - 03min - 2252 - Regional Banks' "Buyable Weakness", A New NFL Dynasty & The Young Money Boom 2/12/24
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. Squawk on the Street Disclaimer
Mon, 12 Feb 2024 - 42min - 2251 - Cramer's Morning Take: S&P 500 Tops 5,000 2/9/24
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 CNBC Investing Club Disclaimer
Fri, 9 Feb 2024 - 04min - 2250 - S&P Hits 5,000, Pepsi’s Revenue Slide, Conflicts of Pinterest 2/9/24
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. Squawk on the Street Disclaimer
Fri, 9 Feb 2024 - 43min - 2249 - Cramer's Morning Take: Disney 2/8/24
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 CNBC Investing Club Disclaimer
Thu, 8 Feb 2024 - 03min - 2248 - Eye of the Iger, Arm’s Blowout Quarter, Nearing S&P 5,000 2/8/24
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. Squawk on the Street Disclaimer
Thu, 8 Feb 2024 - 41min - 2247 - Cramer's Morning Take: Tech Stocks 2/7/24
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 CNBC Investing Club Disclaimer
Wed, 7 Feb 2024 - 03min - 2246 - ESPN-Fox-WBD Sports Streaming Venture, Snap Plummets, Profit Drivers for Uber and Ford 2/7/24
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. Squawk on the Street Disclaimer
Wed, 7 Feb 2024 - 42min - 2245 - Cramer's Morning Take: Eli Lilly 2/6/24
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 CNBC Investing Club Disclaimer
Tue, 6 Feb 2024 - 03min - 2244 - Palantir Soars, China's Rally, Lilly Gains, Tesla: Worst Performing S&P Stock in '24 2/6/24
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. Squawk on the Street Disclaimer
Tue, 6 Feb 2024 - 42min - 2243 - Caterpillar CEO Exclusive, More 2024 Woes for Tesla and Musk, Meta's $200B Rally. 2/5/24
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. Squawk on the Street Disclaimer
Mon, 5 Feb 2024 - 43min - 2242 - Apple Slumps, Meta Soars, Amazon Surges, Jobs Blowout, Chevron CEO "First on CNBC" 2/2/24
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. Squawk on the Street Disclaimer
Fri, 2 Feb 2024 - 49min - 2241 - Cramer's Morning Take: Honeywell 2/1/24
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 CNBC Investing Club Disclaimer
Thu, 1 Feb 2024 - 03min - 2240 - After The Fed-Fueled Sell-Off, Big Tech Earnings on Deck, Zuckerberg's "Meta Culpa" 2/1/24
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. Squawk on the Street Disclaimer
Thu, 1 Feb 2024 - 42min - 2239 - Big Tech's Big Drag, Boeing and AMD CEOs on Q4 Results, Judge Voids Musk's $56B Pay Package. 01/31/24
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. Squawk on the Street Disclaimer
Wed, 31 Jan 2024 - 48min - 2238 - SOTS+ Citadel CEO Ken Griffin 1/30/24
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.
Tue, 30 Jan 2024 - 38min - 2237 - UPS to Cut 12,000 Jobs, GM Surges on Earnings, Apple Vision Pro Reviews 1/30/24
Carl Quintanilla and Jim Cramer led off the show with news out of UPS: The company announced plans to cut 12,000 jobs after it issued a weaker-than-expected 2024 revenue outlook. A different story for General Motors: 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. Squawk on the Street Disclaimer
Tue, 30 Jan 2024 - 48min - 2236 - "Magnificent" Earnings Week, Sports Betting: Gronk on FanDuel, Flutter and the NFL 01/29/24
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. Squawk on the Street Disclaimer
Mon, 29 Jan 2024 - 42min - 2235 - Intel Tumbles, Cramer: Kick Tesla Out of the Magnificent 7, Inflation Watch and the Fed. 01/26/24
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. Squawk on the Street Disclaimer
Fri, 26 Jan 2024 - 42min - 2234 - Cramer's Morning Take: GDP Report 1/25/24
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
Thu, 25 Jan 2024 - 03min - 2233 - Electric Slide: Tesla Misses, Southwest and ServiceNow CEOs, Q4 GDP Beat 01/25/24
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. Squawk on the Street Disclaimer
Thu, 25 Jan 2024 - 45min - 2232 - Netflix Surges on Subs Beat, New Market Records, Tesla Earnings Countdown 01/24/24
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. Squawk on the Street Disclaimer
Wed, 24 Jan 2024 - 42min - 2231 - Cramer's Morning Take: P&G 1/23/24
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 CNBC Investing Club Disclaimer
Tue, 23 Jan 2024 - 02min - 2230 - Exclusive With Dwayne Johnson and TKO CEO Ari Emanuel, Market History, Earnings Parade. 01/23/24
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. Squawk on the Street Disclaimer
Tue, 23 Jan 2024 - 47min - 2229 - Markets' Record Run, Apple Vision Pro Pre-Orders Surge, Morgan Stanley's Jonas Cuts Tesla PT. 01/22/24
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. Squawk on the Street Disclaimer
Mon, 22 Jan 2024 - 42min - 2228 - Tech Rally Makes History, Meta-Nvidia AI Connection, EVs: Ford F-150 Lightning Production Cuts 01/19/24
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. Squawk on the Street Disclaimer
Fri, 19 Jan 2024 - 43min - 2227 - Cramer's Morning Take: Apple 1/18/24
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 CNBC Investing Club Disclaimer
Thu, 18 Jan 2024 - 03min - 2226 - Nelson Peltz Interview: Activist Investor Speaks Out on Disney Proxy Fight, Board Seat Rejection. 01/18/24
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. Squawk on the Street Disclaimer
Thu, 18 Jan 2024 - 52min - 2225 - Yields Rise on Strong Retail Sales, Dimon's "Hunky Dory" Warning, FAA's Boeing Inspections. 01/17/24
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. Squawk on the Street Disclaimer
Wed, 17 Jan 2024 - 42min - 2224 - Cramer's Morning Take: Healthcare 1/16/24
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 CNBC Investing Club Disclaimer
Tue, 16 Jan 2024 - 03min - 2223 - More Bank Earnings, Apple Under Pressure, $35B M&A Deal, Cramer's "Wild" NFL Weekend. 01/16/24
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.** Squawk on the Street Disclaimer
Tue, 16 Jan 2024 - 43min - 2222 - Big Banks Report, Dow Record High, Delta Flies Lower 01/12/24
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. Squawk on the Street Disclaimer
Fri, 12 Jan 2024 - 43min - 2221 - Cramer's Morning Take: Amazon 1/11/24
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 CNBC Investing Club Disclaimer
Thu, 11 Jan 2024 - 03min - 2220 - Higher Inflation, Spot Bitcoin ETFs Begin Trading, Hertz CEO on EV Cuts 01/11/24
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. Squawk on the Street Disclaimer
Thu, 11 Jan 2024 - 42min - 2219 - Fmr. SEC Chmn. on Hack and Bitcoin ETFs, HPE CEO on $14B Juniper Deal, Boeing CEO and the "Mistake" 01/10/24
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 known as 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 billion deal 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. Squawk on the Street Disclaimer
Wed, 10 Jan 2024 - 45min - 2218 - Pullback After the Tech Rebound, More 737 MAX-9 Pressure On Boeing, CEOs Weigh In On Obesity Drugs 01/09/24
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. Squawk on the Street Disclaimer
Tue, 9 Jan 2024 - 43min - 2217 - Boeing Slumps on 737 MAX-9 Grounding, Apple's Rotten Start to 2024, Rebound Week for "Magnificent 7"? 01/08/24
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. Squawk on the Street Disclaimer
Mon, 8 Jan 2024 - 42min - 2216 - Jobs Report Beats, Tech's 2024 Start Not "Magnificent," Middle East Conflict Impact 1/05/24
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. Squawk on the Street Disclaimer Squawk on the Street Disclaimer
Fri, 5 Jan 2024 - 42min - 2215 - Cramer's Morning Take: Banks 1/4/24
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 CNBC Investing Club Disclaimer
Thu, 4 Jan 2024 - 03min - 2214 - Squawk on the Street 01/04/24
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. Squawk on the Street Disclaimer
Thu, 4 Jan 2024 - 43min - 2213 - Cramer's Morning Take: The (Not So) Magnificent 7 1/3/23
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 CNBC Investing Club Disclaimer
Wed, 3 Jan 2024 - 04min - 2212 - Rough Start, Rate Expectations, Disney’s Activist Moves 01/03/24
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. Squawk on the Street Disclaimer
Wed, 3 Jan 2024 - 44min - 2211 - Cramer's Morning Take: Apple Slides 1/2/23
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 CNBC Investing Club Disclaimer
Tue, 2 Jan 2024 - 03min - 2210 - Squawk on the Street 01/02/24
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. Squawk on the Street Disclaimer
Tue, 2 Jan 2024 - 44min - 2209 - Markets Digest the Earnings Parade, An Exclusive With GE CEO Larry Culp, and Twitter Accepts Musk's $44B Takeover Offer. 4/26/22
Jim Cramer and Sara Eisen explored market reaction to earnings from the likes of General Electric, 3M, UPS and Raytheon. Jim interviewed GE CEO Larry Culp about the company's quarterly results -- the stock taking a hit on cautious guidance in wake of “inflation and other evolving pressures.” The future for Twitter also in the spotlight after the company accepted Elon Musk's $44 billion buyout offer to take the social media firm private. David Faber joined the Twitter discussion. Also in focus: Warner Brothers Discovery with eye-opening comments on its earnings call about the demise of CNN+, Oil prices rebound, what to expect from Alphabet, Microsoft and General Motors earnings, and Carnival's Arnold Donald to step down as CEO.
Tue, 26 Apr 2022 - 46min - 2208 - Extending the Market Sell-off, Twitter Jumps on Musk Deal Reports and Coca-Cola Gets a Pop on Earnings 4/25/22
Jim Cramer and Sara Eisen kicked off a new week with a look at the markets extending losses from Friday's big sell-off, which saw the Dow fall almost 1,000 points on Fed rate hike fears. Where should investors go bargain hunting? The anchors also reacted to reports that Twitter is nearing a deal to sell itself to Elon Musk for $43 billion. Coca-Cola leading off a busy earnings calendar with better-than-expected first quarter results. Also in focus: "Big Oil" stocks take a hit along with crude oil prices -- the China COVID outbreak and lockdowns playing a role in the declines.
Mon, 25 Apr 2022 - 43min - 2207 - "Powell Effect" Extends Market Sell-off, Blue Chip Earnings Reaction, Snap's "Challenging" Quarter and a New Chapter in Musk's Battle to Buy Twitter. 04/22/22
Carl Quintanilla, Jim Cramer and David Faber discussed what to make of stocks extending Thursday's sell-off, which was sparked by Fed Chair Jerome Powell saying that a 50 basis point hike will be on the table when he and his fellow policymakers meet in May. The anchors also reacted to numbers from the likes of American Express, Verizon and Snap -- whose results reflected a "challenging" quarter according to Snap CEO Evan Spiegel. Also in focus: The Twitter board's next move after Elon Musk reveals financing aimed at buying the company, Gap tumbles on sales guidance and news that Old Navy's CEO is departing, Kohl's proxy battle, the end of the road for CNN+, and Disney's lobbying machine hits a GOP roadblock.
Fri, 22 Apr 2022 - 43min - 2206 - Tesla's Record Profit and Musk's Optimism, Airlines Surge On Profitability Outlook, Netflix After the Plunge, and An Exclusive With Lululemon's CEO 4/21/22
Carl Quintanilla, Jim Cramer and David Faber led off the show with Tesla shares up sharply after the company posted a record quarterly profit despite supply chain challenges. The anchors reacted to earnings call comments from Elon Musk: He said he has "never been more optimistic" about Tesla's future. American Airlines and Delta also in rally mode after forecasting profitability for the second quarter. Lululemon CEO Calvin McDonald joined the program exclusively to discuss his company's five-year growth plan to double revenue by 2026. Also in focus: Musk disclosed he has secured $46.5 billion in financing commitments for his Twitter takeover bid, and Bill Ackman’s hedge fund dumps its stake in Netflix: The stock extending losses one day after plummeting 35%. Plus, what sources are telling David about embattled hedge fund Melvin Capital.
Thu, 21 Apr 2022 - 46min
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