Cramer reports on Nvidia jumping into PCs with it's new Arm-based chip. 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 a...
Jun 01, 2026•4 min
The CEO of Kalshi joins to discuss the company's latest product announcements and the regulatory environment for prediction markets. Then, Former Defense Secretary Mark Esper helps break down the latest headlines on the war with Iran. We also speak with the CEO of D-Wave Quantum following the U.S. government's recent investment in quantum companies. Plus, the CEO of Revolution Medicines joins to discuss the company's pancreatic cancer drug that nearly doubled survival rates. Squawk on the Street...
Jun 01, 2026•44 min
Berkshire Hathaway announces plans to buy homebuilder Taylor Morrison for $6.8B, we talk with CEO Sheryl Palmer about why the company agreed to be bought. Then the CEO of Related Digital, investing $16B in a Michigan data center, developed for Oracle as part of its Stargate project. Plus, the CEO of Hilton on the consumer and state of the travel industry. And Bristol Myers Squibb, unveiling new lung cancer drug data, its CEO joins us the from the ASCO conference. Hosted by Simplecast, an AdsWizz...
Jun 01, 2026•44 min
Carl Quintanilla, Jim Cramer and David Faber discussed the AI trade: Nvidia enters the PC space by unveiling a new N1X processor. The announcement gave a boost to shares of Microsoft, Dell, HP and Arm — while putting pressure on the stocks of Intel, AMD and Qualcomm. SoftBank CEO Masayoshi Son spoke to CNBC in Paris about the company's plan to invest more than $80 billion in data centers in France. At Stargate's data center in Michigan, David previewed his exclusive interviews with OpenAI CEO Sa...
Jun 01, 2026•43 min
Cramer says this company’s valuation may be too high. 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 collectio...
May 29, 2026•4 min
FCC Chairman Brendan Carr joins after Disney filed early license renewal applications for its broadcast stations at the agency's request. Then, Erin Brockovich discusses the environmental concerns around the data center buildout and a new map she created to help track them. Plus, we take a look at what to expect from the American Society of Clinical Oncology's annual meeting, which kicks off today. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for ...
May 29, 2026•43 min
Dell shares surge, driven by demand for its Nvidia powered servers, plus a new government contract. It comes after the President said to “Go out and buy a Dell” last month. Then the latest test for software, the CEO of MongoDB after reporting results. And Altimeter Capital Partner Pauline Yang, leading the latest Anthropic funding round, now valued at nearly a trillion dollars. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our...
May 29, 2026•43 min
On the final trading day of May, Carl Quintanilla, Jim Cramer and David Faber led off the show with Dell shares soaring more than 30% on the company's blowout quarter and upbeat outlook. The anchors explored what it all means for the AI trade. They also discussed a bullish month of May and record highs for stocks, as well as the groups that have missed out on this month's rally. WTI Crude on track for its worst month in more than a year amid hopes for a U.S.-Iran peace deal. Also in focus: Chevr...
May 29, 2026•42 min
Reality TV star turned LA Mayoral Candidate Spencer Pratt joins us to discuss his policy recommendations for the city ahead of next week's primary. Then, Former CFTC Chairman Timothy Massad joins as the CFTC moves to withdraw a $5 million penalty against the crypto exchange founded by the Winklevoss twins. Plus, Waymo opened up its next generation of vehicles to select members of the public this morning. We discuss how that move fits into the company's growth strategy. Hosted by Simplecast, an A...
May 28, 2026•43 min
Cramer says it’s worth it to stay long this software giant. 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 col...
May 28, 2026•4 min
The market briefly spikes on a new Axios report that the U.S. and Iran have reached a deal but still need President Trump’s final approval. Then the CEO of chip designer and Nvidia partner Synopsis, on earnings and AI demand. Plus, the Surface Transportation Board pauses the review for the deal between Norfolk Southern and Union Pacific. Could the rail merger be in jeopardy? Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal dat...
May 28, 2026•46 min
Carl Quintanilla, Jim Cramer and David Faber drilled down on tech and the AI trade: Salesforce shares fell in reaction to the company's mixed Q1 results and lighter-than-expected revenue guidance for the current quarter. Shares of Snowflake soared on news of its Q1 beat, raised outlook and a $6 billion commitment to its multiyear partnership with Amazon's AWS. On the M&A front: Fertitta Entertainment agrees to buy Caesars Entertainment in an all-cash deal valued at $5.7 billion. Also in focu...
May 28, 2026•43 min
Former CFTC and SEC Chair Gary Gensler joins to discuss regulation of prediction markets after President Trump said the CFTC should have "exclusive authority" over them. We also discuss Lululemon agreeing to two board nominees in the company's settlement with its founder, Chip Wilson. Plus, we take a look at Zscaler's latest quarter which has the stock sinking this morning. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our col...
May 27, 2026•43 min
Semiconductor stocks jump again. Helping to lift markets to new highs. We break down how to think about the rally. Then the CEO of Applied Digital, a major player in the AI data center industry, on its mystery hyper-scaler customer and the nearly 500% rally in the stock this year. Plus, new comments from the CEO of Boeing on the company’s plans to expand 737 Max production. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data...
May 27, 2026•44 min
Carl Quintanilla, Jim Cramer and David Faber led off the show with tech fueling stocks' record run: Micron rallies and lifts the memory chip makers after joining the $1 trillion valuation club. The anchors reacted to Goldman Sachs' call to raise its year-end price target on the S&P 500 to 8,000. Also in focus: SpaceX's IPO and new "fast entry" rules as the company gets ready to go public, Zscaler plummets, GE Vernova CEO's take on data centers in space, software woes ahead of Salesforce's af...
May 27, 2026•43 min
The CEO of IMAX discusses recent rumors of a potential sale of the company and box office demand over the holiday weekend. Then, we discuss the details of Eli Lilly's announcement to buy 3 vaccine makers for nearly $4 billion. Plus, as we await the SpaceX IPO, what could a potential merger with Tesla look like? We break down the benefits and drawbacks. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising....
May 26, 2026•44 min
The Club is taking profits in this semiconductor stock following a parabolic move. 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...
May 26, 2026•3 min
Carl Quintanilla, Jim Cramer and David Faber explored what to make of the S&P 500 hitting a fresh record high, helped by hopes for a peace deal between the U.S. and Iran. The AI trade also fueling gains on Wall Street: Micron shares soared and lifted the chip sector after UBS more than tripled its price target on the stock to $1,625. The anchors discussed other stories on the AI front: Pope Leo XIV's AI warning, an Anthropic co-founder on guiding AI, OpenAl CEO Sam Altman refutes the idea of...
May 26, 2026•44 min
Carl Quintanilla, Jim Cramer and David Faber explored what to make of the S&P 500 hitting a fresh record high, helped by hopes for a peace deal between the U.S. and Iran. The AI trade also fueling gains on Wall Street: Micron shares soared and lifted the chip sector after UBS more than tripled its price target on the stock to $1,625. The anchors discussed other stories on the AI front: Pope Leo XIV's AI warning, an Anthropic co-founder on guiding AI, OpenAl CEO Sam Altman refutes the idea of...
May 26, 2026•43 min
President Trump holds a swearing-in ceremony for Kevin Warsh as Fed Chair at the White House. We discuss the challenges that lie ahead. Plus, should consumers expect higher for longer when it comes to energy prices? And could OpenAI turn out to be the WeWork of AI? One expert joins us to argue just that. 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....
May 22, 2026•51 min
Carl Quintanilla, Leslie Picker, and Michael Santoli kicked off the hour with fresh consumer data and Fed commentary - before breaking down the broader market outlook with MetLife's Chief Market Strategist. Plus: the tech stocks worth taking a look at here - with T. Rowe Price's Dominic Rizzo, and a discussion of why SpaceX should be seen as more than just a rocket company (according to an early investor in the firm). Elsewhere this hour: all eyes on Washington ahead of Kevin Warsh's swearing in...
May 22, 2026•44 min
Carl Quintanilla, Leslie Picker and Michael Santoli discussed market momentum: The Dow hitting a fresh record high, the S&P 500 on track for an 8-week win streak for the first time since 2023. Which names are riding the rally — and which ones are missing out? AMD shares rose after CEO Lisa Su announced the company's plans to ramp up chip production in Taiwan. The anchors explored a new era at the Fed ahead of Kevin Warsh being sworn in as head of the central bank. SpaceX IPO watch: Two banks...
May 22, 2026•43 min
Cramer reacts to earnings from this chip giant. 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 collection and ...
May 21, 2026•4 min
A first on CNBC interview with Nvidia CEO Jensen Huang. How he’s thinking about everything from sales in China, the company’s $80B buyback, to the feasibility of data centers in space. Then, early SpaceX and xAI investor Peter Diamandis breaks down the bull case for SpaceX ahead of what is projected to be the largest IPO in history. And the U.S. government with plans to take stakes in several quantum companies, including Infleqtion, its CEO joins the show with the details. Squawk on the Street D...
May 21, 2026•44 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 Disclaime r Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising....
May 21, 2026•44 min
Carl Quintanilla, Jim Cramer and David Faber explored market reaction to Nvidia's record Q1 results fueled by the AI boom. Hear what Nvidia CEO Jensen Huang told CNBC about the tech giant benefiting from hyperscalers. The anchors broke down what's in SpaceX's IPO filing: Elon Musk's company setting the stage for a historic public debut. Walmart shares down sharply on weaker-than-expected guidance — the retail behemoth citing the impact of high gasoline prices on customers. Toll Brothers Executiv...
May 21, 2026•41 min
The third 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....
May 20, 2026•44 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....
May 20, 2026•43 min
Cramer says there are major changes coming to this retail giant. 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 ou...
May 20, 2026•3 min
Carl Quintanilla, Jim Cramer and David Faber discussed what to expect from Nvidia's quarterly results due out after Wednesday's close of trading. The anchors reacted to highlights from Andrew Ross Sorkin's wide-ranging CNBC Exclusive interview with Jeff Bezos at Blue Origin Rocket Park. Retail and the consumer in focus: Target, Lowe's and TJX all posting better-than-expected quarterly results. See how one of the three companies saw its stock take a hit in reaction to earnings call comments. Also...
May 20, 2026•43 min
