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 CNBC Investing Club Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of pers...
Feb 18, 2025•4 min
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 m...
Feb 18, 2025•42 min
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 inclu...
Feb 18, 2025•43 min
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 i...
Feb 14, 2025•43 min
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 Co...
Feb 14, 2025•43 min
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. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising....
Feb 13, 2025•44 min
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 Dut...
Feb 13, 2025•43 min
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.
Feb 12, 2025•14 min
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...
Feb 12, 2025•43 min
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.
Feb 11, 2025•11 min
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/sw...
Feb 11, 2025•44 min
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 13...
Feb 10, 2025•42 min
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 r...
Feb 10, 2025•43 min
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 ...
Feb 07, 2025•43 min
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...
Feb 07, 2025•46 min
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 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....
Feb 06, 2025•4 min
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 liv...
Feb 06, 2025•40 min
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 ...
Feb 06, 2025•46 min
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 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....
Feb 05, 2025•4 min
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 ...
Feb 05, 2025•44 min
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 subsc...
Feb 05, 2025•43 min
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 –...
Feb 04, 2025•43 min
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 ...
Feb 04, 2025•43 min
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...
Feb 03, 2025•45 min
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 m...
Feb 03, 2025•42 min
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 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....
Jan 31, 2025•4 min
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 quarter...
Jan 31, 2025•42 min
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 approve...
Jan 31, 2025•43 min
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. Squa...
Jan 30, 2025•48 min
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...
Jan 30, 2025•48 min
