Squawk on the Street - podcast cover

Squawk on the Street

CNBC’s “Squawk on the Street” with Carl Quintanilla, Jim Cramer, David Faber and Sara Eisen 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 CEOs and greatest market minds.
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Episodes

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

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

Mar 06, 20263 min

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

Carl Quintanilla and Jim Cramer covered the catalysts driving major selling on Wall Street: The February jobs report shows a loss of 92,000 jobs, Oil and gasoline prices extended their sharp gains in reaction to Middle East tensions, President Trump posted on Truth Social that there will be no deal with Iran except "unconditional surrender." The anchors interviewed National Economic Council Director Kevin Hassett about those issues and many more. Robinhood CEO Vlad Tenev joined Carl and Jim at P...

Mar 06, 202645 min

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

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

Mar 05, 20263 min

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

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

Mar 05, 202646 min

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

Carl Quintanilla, Jim Cramer and David Faber discussed stocks pulling back and oil continuing to rally as the Iran war enters day six. Broadcom shares jump on a Q1 earnings beat and a forecast of AI chip sales surpassing $100 billion in 2027. The anchors also reacted to published reports on tensions between the Pentagon and Anthropic, including CEO Dario Amodei's employee memo referencing the Trump Administration and slamming OpenAI CEO Sam Altman. Also in focus: What Berkshire Hathaway's new CE...

Mar 05, 202643 min

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

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

Mar 04, 20263 min

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

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

Mar 04, 202643 min

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

One day after the Dow tumbled more than 1,200 points before closing down 400, Carl Quintanilla, Jim Cramer and Faber discussed stocks trying to bounce back from this week's heavy selling due to the Iran conflict — including the South Korean Kospi's record one-day decline of 12% in Wednesday's trading. You also have gasoline and diesel prices spiking this week amid Middle East tensions. Hear what Treasury Secretary Scott Bessent told CNBC about crude market supply. Also in focus: CrowdStrike's ea...

Mar 04, 202642 min

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

Carl Quintanilla, David Faber, and Sara Eisen kicked off the hour breaking down the tape with Senior Markets Commentator Michael Santoli - as stocks take a big leg lower in the early trade - before talking the road ahead in Iran with the Council For Foreign Relations President Emeritus, Richard Haass... and later in the hour: Department of Defense CTO Emil Michael. Another concern weighing on the markets? Private credit fears - as Blackstone makes headlines with record redemptions from one of it...

Mar 03, 202649 min

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

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

Mar 03, 20262 min

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

Carl Quintanilla, Jim Cramer and David Faber discussed what investors should make of stock markets tumbling worldwide — and oil prices extending Monday's big rally -- on fears of a prolonged Middle East conflict, with the Iran war now in its fourth day. Private credit concerns also in the mix: Shares of alternative asset managers under pressure after Blackstone said its flagship private credit fund was hit by a surge in redemptions. Also in focus: More woes for software as MongoDB plunges, what ...

Mar 03, 202643 min

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

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

Mar 02, 20264 min

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

This hour: Full coverage of the war in Iran by Carl Quintanilla, Sara Eisen, and David Faber - and the impact on global markets with a great line-up of experts. Hear from CNBC's own Michael Santoli and Rick Santelli... alongside Ian Bremmer from Eurasia Group, former Defense Secretary Mark Esper, market veteran Richard Bernstein, and Former Israel Ambassador to the U.S. Michael Oren. Squawk on the Street Disclaime r Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information ab...

Mar 02, 202644 min

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

This episode of Squawk on the Street analyzes the escalating Middle East conflict's immediate impact on global markets, including surging oil prices, defense stock gains, and declines in travel sectors. The discussion also delves into underlying market fragilities, with a deep dive into private credit concerns, bank performance, and the ongoing debate around AI's disruptive potential and government contracts. Experts examine safe-haven assets like gold and Bitcoin, alongside specific stock insights for NVIDIA and the challenging retail environment.

Mar 02, 202642 min

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

A huge morning for AI and the tech trade: Carl Quintanilla, Leslie Picker, and David Faber kicked off the hour with fresh news out of OpenAI - closing a $110 billion funding round in the largest private tech financing on record. HSBC'S Chief Multi-Asset Strategist joined the team with his tech playbook - before later on, longtime industry investor Dan Niles gave his take on the headlines and the stocks he would be buying here. Plus: 2 software CEOs joined the team to breakdown earnings from thei...

Feb 27, 202643 min

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

On a busy final trading day of February, Carl Quintanilla, Jim Cramer discussed market reaction to key wholesale inflation data: Stocks under pressure after the January Producer Price Index came in hotter than expected. OpenAI raised $110 billion in new funding, including investments from SoftBank, Nvidia and Amazon — valuing the maker of ChatGPT at $730 billion. Hear what OpenAI CEO Sam Altman and Amazon CEO Andy Jassy told CNBC about their strategic partnership. CoreWeave CEO Mike Intrator joi...

Feb 27, 202648 min

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

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

Feb 26, 202643 min

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

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

Feb 26, 20263 min

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

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

Feb 26, 202643 min

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

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

Feb 25, 20262 min

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

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

Feb 25, 202643 min

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

Carl Quintanilla, Jim Cramer and David Faber covered all of the bases on the AI trade: A preview of Nvidia's much-anticipated earnings due out after Wednesday's close of trading, President Trump's State of the Union message to big tech about data centers and power plants, what Anthropic CEO Dario Amodei said on a podcast about AI risks. Also in focus: The ball in Netflix's court after Paramount's sweetened offer to acquire Warner Bros. Discovery, billionaire investor David Tepper sends a scathin...

Feb 25, 202643 min

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

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

Feb 24, 20263 min

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

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 24, 202647 min

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

Carl Quintanilla, Jim Cramer and David Faber explored what's next for the markets after Monday's sell-off, which was sparked by AI fears and tariff uncertainty. The anchors also delved into the conundrum surrounding the private credit markets — and reacted to what JPMorgan Chase CEO Jamie Dimon said about the risks. AMD shares surged on news of the company's multiyear AI chip agreement with Meta Platforms. AMD Chair & CEO Lisa Su joined the program exclusively to talk about the deal. Also in...

Feb 24, 202642 min

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

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

Feb 23, 20264 min

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

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

Feb 23, 202643 min

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

Entering the final trading week of February, Carl Quintanilla, Jim Cramer and David Faber explored what's at stake for the markets, especially after Friday's Supreme Court ruling that struck down many of President Trump's reciprocal tariffs — and the president responding with plans to raise global tariffs by 15%. Shares of Novo Nordisk tumbled: Trial results show its next-generation obesity treatment was less effective than the Eli Lilly drug marketed as Zepbound and Mounjaro. Also in focus: The...

Feb 23, 202643 min

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

The Supreme Court ruling 6-3 AGAINST President Trump's tariffs: Hear a jam-packed hour of analysis from Carl Quintanilla, Sara Eisen, and David Faber - spanning key takeaways, the market impact, what happens to any refunds, China's quiet win between the lines, and breakouts across retail, the autos, and even Apple... Plus Apollo's Chief Economist, Ariel Investment's Charles Bobrinskoy, and even a legal expert's take on the action. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz ...

Feb 20, 20261 hr 2 min

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

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

Feb 20, 20263 min
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