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 ...
Jul 26, 2023•45 min
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 CNBC Investing Club Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for ...
Jul 25, 2023•3 min
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. Squawk on the Street Di...
Jul 25, 2023•44 min
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 CNBC Investing Club Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertisin...
Jul 24, 2023•3 min
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-ann...
Jul 24, 2023•44 min
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...
Jul 21, 2023•44 min
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 CNBC Investing Club Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising....
Jul 20, 2023•4 min
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 & Jo...
Jul 20, 2023•44 min
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 CNBC Investing Club Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising....
Jul 19, 2023•4 min
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:...
Jul 19, 2023•44 min
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 CNBC Investing Club Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising....
Jul 18, 2023•4 min
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 “...
Jul 18, 2023•44 min
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 CNBC Investing Club Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising....
Jul 17, 2023•3 min
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 lega...
Jul 17, 2023•44 min
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 CNBC Investing Club Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising....
Jul 14, 2023•3 min
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, ...
Jul 14, 2023•47 min
In this exclusive interview, Squawk on the Street's David Faber speaks with Disney CEO Bob Iger live from Sun Valley, ID. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Jul 13, 2023•39 min
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 estimate...
Jul 13, 2023•44 min
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 ...
Jul 12, 2023•44 min
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 CNBC Investing Club Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising....
Jul 11, 2023•3 min
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 R...
Jul 11, 2023•44 min
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 CNBC Investing Club Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising....
Jul 10, 2023•4 min
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...
Jul 10, 2023•43 min
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 threate...
Jul 07, 2023•44 min
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 CNBC Investing Club Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising....
Jul 06, 2023•4 min
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 Beij...
Jul 06, 2023•43 min
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...
Jul 05, 2023•45 min
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...
Jul 03, 2023•44 min
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 mi...
Jun 30, 2023•43 min
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 tri...
Jun 29, 2023•43 min
