Cramer breaks down why this tech giant is ‘such a winner.’ This episode contains a preview of exclusive content from the members-only CNBC Investing Club morning meeting. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market’s biggest headlines, analyst calls and holdings in the Charitable Trust – and see up close how they decide when, and if, to take action on stocks. Sign up here: cnbc.com/morningtake CNBC Invest...
Feb 02, 2026•3 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 02, 2026•43 min
Carl Quintanilla, Jim Cramer and David Faber kicked off the show with a look at tech's biggest stories of the morning: from a new equity raise out of Oracle to Nvidia reportedly getting cold feet around their OpenAI commitments... The anchors also hit some of the morning's biggest movers - from Gold to Bitcoin to Disney, as shares of the latter name fall despite solid results. Plus: are health insurers worth taking a look at here? Hear Jim's take on Humana, as Morgan Stanley downgrades the name ...
Feb 02, 2026•42 min
Cramer says this tech giant’s stock ‘should be bought’ post-earnings. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake 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 30, 2026•4 min
President Trump finally announcing his pick for Fed chair: Kevin Warsh. Carl Quintanilla, Sara Eisen, and David Faber are all over the news this hour - with a deep-dive spanning his public comments as Fed governor back in 2008, to more on what it means for stocks with Apollo Global's Chief Economist. Plus: 2 Wall Street veterans who have worked with Warsh also gave their take - before the team caught up with one guest who was even seen as a front-runner in the race previously, NEC Director Kevin...
Jan 30, 2026•45 min
Carl Quintanilla, Jim Cramer and David Faber led off the show with a long-awaited decision from President Trump: He named Fed governor Kevin Warsh as his pick to succeed Jerome Powell as Fed chair. The anchors explored market reaction to the news, as well as what a Warsh-led Fed could mean for rate policy and investors. Apple shares failed to get a lift despite a Q1 earnings beat and strong iPhone sales. Hear what Jim had to say about investing in Apple now. Chevron CEO Mike Wirth joined the pro...
Jan 30, 2026•49 min
Cramer explains why this tech giant’s stock rose post-earnings. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake 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 29, 2026•3 min
Tech the story of the day with key reports out of: Meta, Microsoft, Tesla, & IBM... Carl Quintanilla, Sara Eisen, and David Faber broke down all 4 reports - with key color this hour from some of the street's top analysts, a former Tesla Board Member, and even the CEO of IBM himself. Plus: stocks selling off as the first hour of trading rolled along - the key movers to watch, what's driving declines in software, and more with CFRA's Chief Investment Strategist. Squawk on the Street Disclaimer...
Jan 29, 2026•43 min
Carl Quintanilla, Jim Cramer and David Faber engaged in a wide-raging discussion about better-than-expected quarterly results from "Magnificent 7" tech giants Meta Platforms, Tesla and Microsoft. Shares of Meta surged as its plans for AI overshadowed concerns about a boost in capex. Tesla also saw its shares rise: The anchors reacted to the electric vehicle maker's decision to shelve the "Model S" and "Model X" — and shift toward producing robots. Microsoft shares tumbled on slowing cloud growth...
Jan 29, 2026•42 min
A big day in Washington D.C. as the Treasury Department hosts its "Trump Accounts Summit"... Where the President is slated to speak later this morning. Sara Eisen is live on the scene this hour - alongside David Faber and Carl Quintanilla at the New York Stock Exchange. Hear from the U.S. Treasury Secretary himself, Scott Bessent, in a wide-ranging deep-dive to start the hour - before Altimeter Capital Founder & OpenAI investor Brad Gerstner also joined the broadcast. Plus: one longtime mark...
Jan 28, 2026•46 min
Cramer says don’t sell this coffee giant’s stock yet. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake 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 28, 2026•3 min
Carl Quintanilla, Jim Cramer and David Faber discussed what to make of the S&P 500 hitting the 7,000 level for the first time. The broader market index was propelled past that milestone by the AI trade, as results from ASML helped to spark a jump in semiconductor stocks and tech overall. The rally sets the stage for after-the-bell earnings from three of mega-tech's "Magnificent 7" — Microsoft, Meta and Tesla. The anchors also explored what to expect from Wednesday's Fed decision on rates and...
Jan 28, 2026•43 min
Cramer says don’t sell this stock because it could reach $200 per share. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake 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 27, 2026•3 min
Carl Quintanilla, Sara Eisen, and David Faber kicked off the hour with a fresh debate around the latest trade headlines - before Apollo Chief Economist Torsten Slok broke down what it all means for stocks. At the bottom of the S&P? Health insurance stocks... sliding on a new medicare proposal out of the White House. Hear more from one analyst who says to buy the dip here. Also: a multitude of A.I. headlines - as one key CEO pens a fresh warning for humanity, Meta signs a new deal with Cornin...
Jan 27, 2026•43 min
Carl Quintanilla, Jim Cramer and David faber explored the sell-off in UnitedHealth and other health insurance stocks, after the Trump Administration proposed Medicare Advantage rates for 2027 that are nearly flat. Boeing CEO Kelly Ortberg joined the program to discuss the company's Q4 revenue beat and jump in airplane deliveries. General Motors shares get a lift on a Q4 earnings beat, upbeat profit guidance, a 20-percent dividend hike and declaration of a $6 billion stock buyback. Also in focus:...
Jan 27, 2026•46 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....
Jan 26, 2026•42 min
Cramer says the drift out of these Wall Street darlings may be overdone. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake 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 26, 2026•3 min
Carl Quintanilla, Jim Cramer and David Faber discussed the open letter from more than 60 CEOs of Minnesota-based companies including 3M, Target and UnitedHealth. It calls for state and federal officials to de-escalate tensions and work together in wake of the turmoil in Minneapolis — after federal immigration agents fatally shot a U.S. citizen for the second time this month. CoreWeave shares soared on news that Nvidia is investing $2 billion in the cloud computing firm -- as part of an extension...
Jan 26, 2026•48 min
Carl Quintanilla, Contessa Brewer, and Michael Santoli kicked off the hour with a look at the volatile week - before getting longtime market vet Jeremy Siegel's take on the action. Plus: tech in focus as Intel shares slump post-results, and software stocks continue to see scrutiny... Hear key analysis - and stock picks - around both stories this hour. Also in focus: the East Coast bracing for a massive winter storm over the weekend. What it means for energy - and how it could be a key test at th...
Jan 23, 2026•41 min
Cramer says he’s confident this financial stock can rise dramatically. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake 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 23, 2026•3 min
Carl Quintanilla and Jim Cramer led off the show with AI trade. A lift for Nvidia shares: Officials in China reportedly told Alibaba and other tech giants in the country to prepare orders for Nvidia's H200 AI chips. On the flip side, Intel shares tumbled on disappointing guidance and supply constraints. How should you play what has been a red-hot semiconductors group? The anchors also discussed what to make of record highs for the Russell 2000, Dow Transports and precious metals. Natural gas pri...
Jan 23, 2026•43 min
Carl Quintanilla, Sara Eisen, and David Faber kicked off the hour with the latest on the geopolitical front out of Davos after a headline filled 24-hours. What investors should know - plus market takeaways with Allianz' Mohamed El-Erian. In Davos: Sara was able to sit down with the CEO of Dell, in a wide-ranging interview spanning his pledge to invest in America's children to A.I. impacts on the workforce... before later on checking in with the CEO of Scale A.I. - a start-up last valued at more ...
Jan 22, 2026•53 min
Carl Quintanilla, Jim Cramer and David Faber explored stocks extending Wednesday's rebound rally, which was sparked by President Trump pulling back his threat to hike tariffs on European nations over Greenland — and saying the U.S. will not use military force to acquire the Danish territory. Hear what the president told CNBC at the World Economic Forum in Davos, Switzerland about the "framework for a future deal" regarding Greenland. Also out of Davos: JPMorgan Chase CEO Jamie Dimon on immigrati...
Jan 22, 2026•42 min
Cramer says he would sell this financial stock if credit card rates are capped. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake 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 21, 2026•2 min
Carl Quintanilla, Sara Eisen, and David Faber kicked off the hour with reaction to President Trump's latest remarks at Davos - as stocks jumped on new comments around Greenland. Citadel's Ken Griffin (at Davos for the first time in over a decade) gave his first reaction on the backside - along with his take on the macro, geopolitics and more. Plus: Sara also checked in with one of tech's biggest dealmakers in Davos - Thoma Bravo's Orlando Bravo - about why the recent software sell-off could be a...
Jan 21, 2026•46 min
President Donald Trump delivered a wide-ranging speech at the World Economic Forum in Davos, Switzerland. Stocks rose after the president said "I won't use force" to take over Greenland. Trump's comment comes one day after a global market sell-off, sparked by his threat to raise tariffs on eight European nations who oppose a U.S. acquisition of Greenland. The president also spoke about issues including U.S. economic strength, housing in America, AI and Venezuela — along with some harsh words for...
Jan 21, 2026•1 hr 4 min
Cramer says he wants to buy more of this tech giant’s stock prior to Thursday’s monthly meeting. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake 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 20, 2026•2 min
Stocks under pressure but off the lows as the President dials up his rhetoric and tariff threats around Greenland: Sara Eisen, David Faber, and Michael Santoli kicked off the hour with the latest and a look at what's moving in early trading - before breaking down the macro with a number of high profile interviews, live from the World Economic Forum in Davos... Today: Citi CEO Jane Fraser, Oracle's Marc Benioff, and Micron CEO Sanjay Mehrohtra. Plus: the latest on Netflix's newest offer in its bi...
Jan 20, 2026•44 min
David Faber and Jim Cramer kicked off the holiday-shortened trading week with the markets in sell-off mode — as President Trump ramps up his push to annex Greenland and threatens double-digit tariffs on eight European nations opposed to such a move. Jim explores how investors should navigate Tuesday's pullback. David breaks down Netflix's amended offer to acquire Warner Bros. Discovery's studio and streaming assets: It's now an all-cash deal. Hear what Treasury Secretary Scott Bessent told CNBC ...
Jan 20, 2026•43 min
Cramer says this energy tech company’s stock deserves to be ‘radically higher.’ Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake 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 16, 2026•2 min
