On the final trading day of what has been a volatile August for stocks, David Faber and Wilfred Frost explored market reaction to the Fed's preferred inflation gauge: PCE held steady in July -- the data comes as investors expect a September Fed rate cut. Wharton Professor Jeremy Siegel joined the market discussion. AI also on the front burner: From Dell and Marvell shares jumping on results and guidance --to Apple and Nvidia reportedly in talks to invest in OpenAI. Also in focus: August's winner...
Aug 30, 2024•41 min
Jim and Jeff discuss the share drop in this semiconductor 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 29, 2024•4 min
Jim Cramer and David Faber drilled down on the much-anticipated earnings report from Nvidia: Shares fell despite second-quarter results and guidance that exceeded consensus estimates, as some investors were expecting blowout numbers. What does it all mean for the AI boom? The anchors also discussed Salesforce rising on better-than-expected results and raised full-year profit outlook. Apple shares get a lift from Wall Street calls along with a Nikkei report on iPhone orders and AI. A tale of two ...
Aug 29, 2024•42 min
Jim Cramer and David Faber kicked off the show with a look at what to expect from the most-anticipated earnings report of the year: Nvidia's quarterly results due out after Wednesday's close of trading. The anchors also previewed Salesforce's after-the-bell earnings -- and discussed what the company's CEO Marc Benioff told Jim after Salesforce's Q1 results sent the stock tumbling back in May. Also in focus: Warren Buffett's Berkshire Hathaway hits a $1 trillion valuation and sells more shares of...
Aug 28, 2024•43 min
Jim and Jeff break down the Apple CFO shake-up. 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 27, 2024•4 min
Jim Cramer and David Faber broke down some big news from Apple, including the company announcing its iPhone event for September 9, where it is expected to unveil new models for its phones and Apple watches. The company also announced its longtime CFO Luca Maestri will step down from his role January 1, 2025. The desk also discussed Edgar Bronfman Jr. dropping his bid for Paramount, clearing the way for the $8 billion Skydance Deal. After the opening bells, the anchors also hit Eli Lilly, slashin...
Aug 27, 2024•43 min
Cramer explains why he’s ‘concerned’ ahead Nvidia's 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....
Aug 26, 2024•4 min
Jim Cramer and David Faber kicked off a new week with the Dow hitting a new record intraday high after Friday's Fed-fueled rally. The anchors also engaged in a wide-ranging discussion about Nvidia. The chip giant due out with earnings after Wednesday's close of trading. Also in focus: Kroger and Albertsons head to court as the FTC looks to block their $20 billion merger deal, Cramer on playing the big banks with JPMorgan Chase at an all-time high, "Faber Report" on Edgar Bronfman's bid for Param...
Aug 26, 2024•42 min
Carl Quintanilla, David Faber and Sara Eisen set the stage for Friday's Jackson Hole Symposium speech by Fed Chair Jerome Powell. Among the issues discussed: The potential for rate cuts and what's at stake for the markets including the banking sector, plus a look how stocks historically perform leading up to, during and right after the Fed Chair's Jackson Hole remarks. Also in focus: Vice President Harris formally accepts the Democratic Party presidential nomination, stock winners and losers, Ne...
Aug 23, 2024•42 min
Jim and Jeff discuss TJX earnings and the succession plan for Disney. 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 22, 2024•4 min
Carl Quintanilla, Jim Cramer and David Faber discussed the broader market aiming for its 10th positive session in 11 -- ahead of Friday's much-anticipated Jackson Hole speech by Fed Chair Powell. Hear what Cramer had to say about the top-performing retailers in this environment. Shares of Snowflake tumbled despite an earnings beat and raised guidance. Also in focus: An update on Edgar Bronfman's bid for Paramount, James Gorman to lead Disney's succession planning team, Meta’s record run, earning...
Aug 22, 2024•42 min
Jim and Jeff discuss their concern with expectations for this semiconductor 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 21, 2024•3 min
Carl Quintanilla, Jim Cramer and David Faber explored retail earnings and the consumer. Target shares surged on a Q2 beat and raised profit guidance, as same-store sales grew for the first time since the 2022 holiday quarter. TJX posted gains on its results and outlook, while Macy's fell on a sales miss. The anchors also discussed what's next for the markets after the S&P 500 and Nasdaq snapped eight-day win streaks. Fed minutes also on Wall Street's radar ahead of Friday’s Jackson Hole spee...
Aug 21, 2024•42 min
Carl Quintanilla and Jim Cramer led off the show by delving into the broadening market rally, as the S&P 500 and Nasdaq aim for a ninth consecutive day of gains. David Faber called into the show with reporting on Edgar Bronfman's bid to acquire Paramount Global. Eli Lilly CEO David Ricks joined the program "First on CNBC" to discuss the pharma giant’s weight-loss drug: The company says it cut diabetes risk by 94% in a late-stage trial. Also in focus: Nvidia and the "Mag 7" post-selloff surge...
Aug 20, 2024•45 min
Carl Quintanilla and Jim Cramer explored the road ahead for stocks after the best week for equities since November 2023. The S&P 500 and Nasdaq each entered Monday’s trading session with seven-day win streaks. The anchors also discussed what Fed policymakers are saying about rates ahead of Friday’s much-anticipated Jackson Hole summit speech by Fed Chair Powell. Also in focus: AMD makes a $4.9 billion acquisition as the company battles Nvidia on AI, General Motors job cuts, Estee Lauder issu...
Aug 19, 2024•43 min
CNBC’s Mike Santoli and guests dig into the latest market moves and what it means for your money. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Aug 16, 2024•44 min
Carl Quintanilla and Mike Santoli explored stocks on track for their best week of 2024, with the S&P 500 and Nasdaq in the midst of six-day win streaks. Fundstrat’s Tom Lee joined the program with his take on whether the rally has legs. The anchors also discussed what to expect from Vice President Harris’ Friday unveiling of her economic agenda -- and how her plans to reduce the cost of living stack up against those of former President Trump. Also in focus: July housing starts miss forecasts...
Aug 16, 2024•43 min
Jim and Jeff discuss Consumer spending as inflation pressures showed more signs of easing. 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 15, 2024•4 min
With the broader markets aiming for a 6-day win streak, Carl Quintanilla, Jim Cramer and David Faber discussedstocks in rally mode thanks to a number of catalysts: July retail sales blew past expectations with a 1% gain, Walmartshares jumped on a Q2 earnings beat and raised guidance, while weekly jobless claims came in below forecasts. Cisco was among the biggest gainers. CEO Chuck Robbins joined the anchors at Post 9 to discuss the company's plan to cut 7% of its global workforce as part of a r...
Aug 15, 2024•42 min
Carl Quintanilla, Jim Cramer and David Faber discussed market reaction to the latest batch of inflationdata: The Consumer Price Index for July matching consensus estimates. Marsagreed to acquire Kellanova in a deal valued at nearly $30 billion, putting snack brands such as Snickers and Cheez-Itunder one roof. A double dose of Google: The Justice Department reportedly considering a breakup of the tech giant.The anchors also reacted to comments by former Google CEO Eric Schmidt, who slammed the co...
Aug 14, 2024•43 min
Jim and Jeff discuss Starbucks CEO shake-up. 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 13, 2024•4 min
Carl Quintanilla, Jim Cramer and David Faber led off the show with big news from Starbucks: Laxman Narasimhan is out as CEO and will be replaced by Chipotle chief executive Brian Niccol in September. The anchors explored what to expect from Niccol as he looks to turn the coffee chain around. The discussion included a flashback to the interview in May when Cramer held Narasimhan's feet to the fire. Also in focus: Inflation data show a tamer-than-expected Producer Price Index for July, Home Depot ...
Aug 13, 2024•45 min
David Faber and Jim Cramer discussed a key week ahead for stocks, featuring inflation data along with retail earnings from the likes of Home Depot and Walmart. Can equity markets bounce back from a volatile week in which the S&P 500 and Nasdaq extended their weekly losing streaks to four? Also in focus: The latest activism news involving Starbucks, Nvidia bucking the chips' downtrend, Cramer talks food makers and obesity drugs,Bank of America CEO Brian Moynihan comments on rate cuts, VP Harr...
Aug 12, 2024•43 min
David Faber and Mike Santoli started the hour by discussing the wild week for stocks heading into Friday. The S&P was coming off its best performance since November of 2022, but all 3 major indices were headed lower on the week. The desk also brought in Steve Liesman to discuss Republican presidential nominee Donald Trump saying that he should have a voice when the Federal Reserve makes its decisions on interest rates. After the opening bells, Faber also broke down results from Paramount, wi...
Aug 09, 2024•43 min
David Faber and Jim Cramer began the hour by breaking down another volatile day for the markets, with the major indices coming off their 4th negative session in 5. JPMorgan also raised their odds of a U.S. recession by year end to 35%. A big earnings mover today included Eli Lilly; shares of the stock surged after the company blew past estimates and hiked its outlook following strong sales from its weight-loss drug. Faber also wrapped up the quarterly results from Warner Bros. Discovery, after s...
Aug 08, 2024•42 min
Jim Cramer says this media company is a ‘buy’. 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, 2024•3 min
David Faber and Jim Cramer discussed the stock markets surging for a second straight day after Monday's big sell-off. Wednesday's main catalyst: A Bank of Japan official said the BOJ would not hike rates when markets are unstable. Disney shares under pressure despite better-than-expected Q3 results. Cramer explains why investors should buy it on the dip. Shopify President Harley Finkelstein joined the program to discuss his company's AI-fueled results that sent its stock soaring. Also in focus: ...
Aug 07, 2024•42 min
Cramer calls this chipmaker a winner. 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 06, 2024•3 min
David Faber and Jim Cramer explored what to make of stocks trying to bounce back from their worst day since September 2022. The anchors highlighted the names in rebound mode. A federal judge ruled that Google illegallymaintained a monopoly over online search. Jonathan Kanter -- Assistant Attorney General for the Justice Department's antitrust division – joined the program to discuss that landmark decision and what it could mean for big tech. Also in focus:Caterpillar and Uber lead the earnings p...
Aug 06, 2024•52 min
Jim and Jeff discuss where to find opportunity amid the market sell-off. 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 05, 2024•5 min
