Carl Quintanilla, Jim Cramer and David Faber led off the show with a look at retail earnings. Lowe's and Macy's beat on the bottom line, but shares of Dick's Sporting Goods tumbled after the company posted a big miss on profits and slashed guidance. The anchors explored the impact of theft and inventoryissues on the retail landscape. Also in focus: Microsoft's new Activision deal proposal to UK regulators, Softbank-owned chip designer Arm files to go public with an IPO many expect to be the bigg...
Aug 22, 2023•43 min
Jim Cramer and Jeff Marks discuss what stocks are in good position to be bought with the S&P Oscillator showing oversold market conditions. Plus, Jim breaks down the latest earnings report from Palo Alto Networks and what it means for the company’s near-term outlook. 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 Si...
Aug 21, 2023•4 min
With stocks on track for their worst month since December 2022, Carl Quintanilla, Jim Cramer and David Faber highlighted what to expect from two big events this week: Fed Chair Jerome Powell's speech at the Jackson Hole symposium on Friday, plus Nvidia's after-the-bell earnings due out Wednesday. The anchors also reacted to China's central bank cutting a key interest rate, but the move was more modest than many expected. Also in focus: Palo Alto Networks surged on its earnings report released af...
Aug 21, 2023•44 min
Carl Quintanilla, Sara Eisen and Mike Santoli explored what to make of the August market slump: The S&P 500 and Nasdaq on track for a third consecutive weekly decline. Apple entered Friday's session down 11% percent month-to-date, leading the mega-cap correction along with Microsoft, Nvidia and Meta. On the activist front, Starboard Value confirmed it has amassed a nearly 10% stake in Outback Steakhouse parent Bloomin' Brands. Also in focus: China property woes and Evergrande's bankruptcy fi...
Aug 18, 2023•44 min
Jim Cramer and Sara Eisen began the show with reaction to Walmart's better-than-expected quarterly results and raised guidance. Why was the stock volatile on that news? Cisco CEO Chuck Robbins joined Jim and Sara at Post 9 to discuss the company's earnings beat and AI outlook which helped to lift the stock. Also in focus: The ten-year note yield hits a fresh 15-year high following the release of Fed Minutes on Wednesday, Amazon and Mark Cuban's drug firm play a role in shares of CVS tumbling, an...
Aug 17, 2023•43 min
Carl Quintanilla and Jim Cramer led off the show with shares of Target up sharply after a quarterly earnings beat overshadowed an earnings miss and lowered guidance. TJX beat on the top and bottom lines ahead of Walmart's results due out Thursday. What's the best way to play retail? Also in focus: China stocks under pressure amid concerns about that country's economy, markets looking past a rough Tuesday and awaiting the Wednesday release of Fed minutes, what to expect from Cisco's after-the-bel...
Aug 16, 2023•43 min
Jim Cramer and Jeff Marks discuss weakened investor sentiment after China reported disappointing economic data and its central bank made a surprise rate cut. They also discussed why they started a new position in Oracle. 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 f...
Aug 15, 2023•3 min
Carl Quintanilla, David Faber and Jim Cramer discussed stocks under pressure after China's central bank announced a surprise rate cut, in wake of disappointing economic data in that country. Jim explained why investors should focus on the "good ole USA" instead of China's economy. Fed rate fears also weighed on the markets after government retail sales data for July beat expectations. Home Depot's quarterly results also exceeded consensus estimates. Also in focus: Fitch told CNBC it may be force...
Aug 15, 2023•43 min
Jim Cramer and Jeff Marks discuss Nvidia and why you should sell some shares at these levels.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....
Aug 14, 2023•3 min
Carl Quintanilla, David Faber and Jim Cramer led off the show with breaking news from David: PayPal has tapped Intuit executive Alex Chriss to succeed Dan Schulman as CEO in late September 2023. The anchors also discussed the new market week which will include earnings from Walmart, Target and Home Depot. Carl, David and Jim reacted to Goldman Sachs' prediction that the Fed will begin cutting rates in Q2 2024. Shares of U.S. Steel soared after the company rejected a $7.3 billion unsolicited take...
Aug 14, 2023•43 min
Carl Quintanilla, Sara Eisen and Mike Santoli led off the show with market reaction to fresh inflation data: The July Producer Price Index came in a bit hotter-than-expected, following Thursday's cooler-than-expected CPI report. The anchors explored what's at stake for the markets and the Fed. Also in focus: The tech sector's roughest stretch since December, President Biden calledChina a "ticking time bomb" due to its economic challenges, getting ahead of the curve on next week's retail earnings...
Aug 11, 2023•44 min
Jim Cramer and Jeff Marks discuss why you shouldn’t buy stocks just because you think the Fed is done hiking rates. 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....
Aug 10, 2023•3 min
In this exclusive interview, "Squawk on the Street" co-anchor Sara Eisen speaks with X CEO Linda Yaccarino in her first broadcast interview since stepping into the role. The two discuss everything from rebranding Twitter and advertising strategy to the future of the social media giant. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Aug 10, 2023•24 min
Carl Quintanilla, Jim Cramer and David Faber focused on stocks rallying on new inflation data. The Consumer Price Index rose in July year-over-year for the first time in 13 months, but came in tamer than expected -- boosting bulls' hopes that the Fed will stand pat on rates in September. The anchors also engaged in a wide-ranging discussion about Disney. The stock rose after the company announced price hikes for its streaming services, overshadowing mixed quarterly results. Also in focus: Coach ...
Aug 10, 2023•44 min
Jim Cramer and Jeff Marks discuss the Consumer Price Index ahead of its report Thursday. 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....
Aug 09, 2023•4 min
Carl Quintanilla, Jim Cramer and David Faberled off the show with all things Disney: The company's ESPN unit struck a $2 billion U.S. online sports-betting agreement with Penn Entertainment, which is selling Barstool Sports back to its founder Dave Portnoy. The anchors also explored what to expect from Disney's quarterly results due out after the close of trading on Wednesday. Also in focus: China enters deflation territory, Lilly's record run, earnings winners and losers, auto industry labor pa...
Aug 09, 2023•43 min
Carl Quintanilla, Jim Cramer and David Faber began the hour by breaking down Moody’s decision to cut its ratings on 10 U.S. banks, which dragged on the broader markets and the financial sector. On the bright side, pharma names rallied after Eli Lilly reported better than expected profit and revenue. Shares of Novo Nordisk also surged after key trial data showed its drug Wegovy cuts risk of heart attack or stroke by 20%. Also in the mix: UPS cut its margin and revenue forecasts following weak e-c...
Aug 08, 2023•44 min
Jim Cramer and Jeff Marks discuss Apple after its quarterly earnings showed iPhone sales fell for the third consecutive quarter. 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....
Aug 07, 2023•4 min
Carl Quintanilla, Jim Cramer and David Faber started the hour by breaking down the broader markets, with the S&P and Nasdaq both coming off their worst weeks since March. Investors also worked with new Fed commentary, as Governor Michelle Bowman said more rate hikes will likely be needed. The anchors also turned to Apple, coming off its worst week of 2023, with new reports saying the company is boosting its AI efforts for iPhones and iPads. Also in the mix: an update to the cage match betwee...
Aug 07, 2023•44 min
Carl Quintanilla, Morgan Brennan and Mike Santoli began the show by breaking down today’s jobs report after nonfarm payrolls expanded by 187,000 for July, slightly below the Dow Jones estimate for 200,000. The unemployment rate was 3.5%, against a consensus estimate that the jobless level would hold steady at 3.6%. The anchors then shifted to today’s big tech earnings with Amazon and Apple moving in opposite directions; Amazon posted its biggest earnings beat since 2020 while Apple saw its third...
Aug 04, 2023•44 min
Carl Quintanilla and Jim Cramer began the hour by breaking down the tech sector, a day after the Nasdaq suffered its worst daily performance since February. Shares of chip giant Qualcomm plunged in early trading despite beating earnings estimates, after the company’s guidance and revenue fell short of expectations. The anchors also turned to Warren Buffett shrugging off the Fitch downgrade, telling CNBC “There are some things people shouldn’t worry about… this is one.” Also in the mix: Shopify P...
Aug 03, 2023•43 min
Jim Cramer and Jeff Marks discuss AMD after it reported quarterly results and Fitch downgrading U.S. long-term rating to AA+ from AAA. 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....
Aug 02, 2023•4 min
Carl Quintanilla and Jim Cramer led off the show with a look at markets under pressure after Fitch downgraded the U.S. government credit rating from AAA to AA+. Was the cut justified? Fed rate hike fears also weighed on investor sentiment: ADP reported a much bigger-than-expected surge in private sector job creation for July. On the earnings front, AMD CEO Lisa Su ‘joined the program to discuss the chipmaker's Q2 beat and AI strategy. The anchors reacted to quarterly results from the likes of St...
Aug 02, 2023•43 min
Jim Cramer and Jeff Marks discuss Caterpillar after reporting earnings and why they are looking to sell some shares of the 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....
Aug 01, 2023•4 min
On the first trading day of August, Jim Cramer and David Faber explored the road ahead for stocks and what investors should make of a busy earnings Tuesday. Caterpillar CEO Jim Umpleby joined the program exclusively to discuss everything from his company's better-than-expected quarterly results – to doing business in China.The anchors also reacted to Uber posting its first-ever quarterly operating profit. Also in focus: Winners and losers from the earnings barrage, Ford restarts production of it...
Aug 01, 2023•44 min
Jim Cramer and Jeff Marks discuss the markets and Proctor & Gamble after the company reported quarterly earnings and revenue that beat analysts’ expectations. 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 da...
Jul 31, 2023•4 min
Wrapping up the first trading month of Q3, Jim Cramer and David Faber discussed what to make of a strong July: The S&P 500 and Nasdaq each on track for a fifth consecutive monthly gain. The anchors explored what to expect from a busy earnings week, including results from "Trillion Dollar Club" members Apple and Amazon. Also in focus: Elon Musk rebrands Twitter as "X" and irks San Francisco officials with a flashing logo, China and the chips, Disney update, Sofi and Sweetgreen surge on quarte...
Jul 31, 2023•44 min
David Faber, Leslie Picker and Scott Wapner began the hour discussing the recent market momentum with the Dow and S&P aiming for their 3rd straight week of gains. Investors digested some key inflation data as core PCE rose 4.1% from a year ago, the lowest annual rate since September 2021. The anchors then shifted to another busy day of earnings with names like P&G, Ford and Intel all reporting results; Intel returned to profitability after two straight quarters of losses. Also in the mix...
Jul 28, 2023•44 min
David Faber and Jim Cramer began the hour breaking down Meta’s monster quarter, posting double-digit revenue growth for the first time since 2021, which sent shares soaring in early trading. Two food giants also reported results, but moved in opposite directions as McDonald’s rallied but Chipotle plunged post results. The anchors also touched on the broader markets a day after the Fed raised rates by 25 basis points, touching its highest level in more than 22 years. Also in the mix: ServiceNow C...
Jul 27, 2023•44 min
Jim Cramer and Jeff Marks break down results from Alphabet and Microsoft after reporting earnings yesterday. 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 26, 2023•3 min
