Carl Quintanilla, Sara Eisen and David Faber discussed a big morning of earnings and economic data - from retail sales to jobless claims – plus what it all means for the consumer. Also in focus: the European Central Bank cuts rates, Taiwan Semiconductor CEO calls out ‘insane’ chip demand, and the latest from Beijing on the heels of new stimulus. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal d...
Oct 17, 2024•43 min
Carl Quintanilla, Jim Cramer and David Faber discussed a record-setting day for stocks: The Dow and S&P 500each hitting fresh all-time highs. The chip sector boosted by Taiwan Semiconductor, as AI demand fueled the company's better-than-expected quarterly results and guidance. Also in focus: Countdown to Netflix's quarterly results due out after Thursday's close of trading, shares of Lucid and Elevance Health tumble, Uber reportedly explored a takeover bid for Expedia, September retail sales...
Oct 17, 2024•43 min
Carl Quintanilla, Sara Eisen and David Faber discussed the latest on the earnings front as a number of consumer names (United Airlines, Adidas, LVMH) and banking stocks (Morgan Stanley, First Horizon & more) report fresh results. Also in focus: Musk’s big bet on a Trump 2nd term, a “condo crisis” in South Florida, and why Stifel is warning of a possible pullback ahead. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our coll...
Oct 16, 2024•46 min
Carl Quintanilla, Jim Cramer and David Faber started the show by breaking down the quarterly results out of Morgan Stanley. Shares of the big bank soared to new record highs, after topping estimates on better-than-expected wealth management, trading and banking results. A similar picture for United Airlines after the company posted an earnings beat and announced it will buy back $1.5 billion worth of shares, which gave the stock a boost. The desk also hit Amazon, the latest tech company to join ...
Oct 16, 2024•42 min
Jim and Jeff explain why they bought the dip 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....
Oct 15, 2024•4 min
Carl Quintanilla, Sara Eisen and David Faber discussed the latest on the earnings front as a number of big banks (Goldman Sachs, Bank of America, Citi) and healthcare names (J&J, United Health, Walgreens Boots) report fresh results. Also in focus: Apple all-time highs, Boeing shores up its balance sheet, Tesla's Optimus robot controversy 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 ...
Oct 15, 2024•49 min
Carl Quintanilla, Jim Cramer and David Faber hit the bank earnings off the top of the show, and broke down the results out of Goldman, Bank of America and Citigroup. All 3 of the big banks topped earnings and revenue estimates. The anchors also hit some of the other big earnings movers, including UnitedHealth and Johnson & Johnson. Before the opening bells, the desk also discussed Nvidia notching another record close, gaining on Apple’s crown as the world’s most valuable company. Another big...
Oct 15, 2024•42 min
Carl Quintanilla, Sara Eisen and David Faber discussed the 2-year anniversary of the bull market – and whether there’s more room to run here. Also in focus: Day 1 for new Nike CEO Elliott Hill, Nvidia shares near record highs, and a look at one part of Wall Street using AI to get an edge. 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....
Oct 14, 2024•43 min
Carl Quintanilla, Jim Cramer and David Faber started the show by looking at bull market turning 2-years old, with the S&P up more than 60% in that time period. The biggest S&P gainers during this 2-year run include Nvidia, Super Micro and Vistra. The desk also turned to Southwest Airlines, after activist investor Elliott formally called for a special meeting, marking the activist’s first U.S. proxy fight since 2017. Elliott has an 11% stake in the carrier and is seeking the ouster of CEO...
Oct 14, 2024•43 min
Carl Quintanilla, Jim Cramer and David Faber began the show with big banks kicking off earnings season: What to make of quarterly results from JPMorgan Chase and Wells Fargo. BlackRock Chairman & CEO Larry Fink joined the anchors at Post 9 for a wide-ranging "First on CNBC" interview -- discussing everything from the company's earnings and record assets to AI, the markets and the upcoming election. Also in focus: Tesla shares take a hit after the company's long-awaited robotaxi event Thursda...
Oct 11, 2024•42 min
Jim and Jeff discuss the latest CPI data for September putting the annual inflation rate at 2.4%. 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....
Oct 10, 2024•4 min
Carl Quintanilla, Jim Cramer and David Faber led off the show with market reaction to inflation data: The September Consumer Price Index came in slightly hotter than expected, one day after the Dow and S&P 500 hit record closing highs. Hurricane Milton causes catastrophic damage: A report from on the ground in Florida. Also in focus: New developments involving activist investor Starboard Value's push for changes at Pfizer, Delta's earnings miss, countdown to Elon Musk'sTesla Robotaxi event, ...
Oct 10, 2024•43 min
Honeywell chairman and CEO, Vimal Kapur, joins ‘Squawk on the Street’ to discuss the ‘radical’ move to reinvent Honeywell, the company’s energy transition, and much more. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Oct 09, 2024•11 min
Carl Quintanilla, Jim Cramer and David Faber led off the show with big news on the antitrust front: The Justice Department says it is mulling a breakup of Google. The anchors explored what's at stake for big tech and reacted to Google's response to the DOJ. Carl, Jim and David also discussed the tech sector coming off its best day in nearly three weeks. Also in focus: Florida braces for Hurricane Milton, Piper Sandler's teen survey and what it says about certain companies, Dallas Fed President L...
Oct 09, 2024•42 min
Jim and Jeff discuss the reason they decided to sell this consumer stock. They also talk about the moves in this conglomerate 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....
Oct 08, 2024•4 min
Carl Quintanilla, Jim Cramer and David Faber discussed markets looking to rebound one day after the worst session for the Dow and S&P 500 in a month. Mainland China markets rose to 2-year highs before paring some gains in their first trading session since the "Golden Week" holiday, but Hong Kong's Hang Seng tumbled on the lack of additional stimulus measures out of Beijing. Also in focus: Hurricane Milton update plus Disney and insurers, Nvidia surpasses Microsoft to become the world's secon...
Oct 08, 2024•42 min
Brad Lightcap, OpenAI COO, joins CNBC's David Faber to discuss the company’s relationship with Apple, how OpenAI benefits economically from this partnership, and much more. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Oct 07, 2024•13 min
Jim and Jeff discuss rising rates and higher oil prices. 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....
Oct 07, 2024•3 min
With stocks aiming to extend their weekly win streak to five, Carl Quintanilla, Jim Cramer and David Faber explored the week ahead for investors -- including key inflation data and major bank earnings on tap. Elon Musk also in the spotlight: The anchors discussed his much-anticipated Tesla Robotaxi event slated for Thursday -- as well as Musk campaigning with former President Trump in Pennsylvania over the weekend. Also in focus: Activist investor Starboard Value takes a $1 billion stake in Pfiz...
Oct 07, 2024•43 min
Jim breaks down his outlook for bank stocks ahead of 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....
Oct 04, 2024•3 min
Carl Quintanilla, Jim Cramer and David Faber discussed two major stories on the labor front: The September employment report came in stronger than expected -- and dockworkers on the east and gulf coasts have ended their strike after reaching a tentative deal with port operators. The anchors interviewed Acting Labor Secretary Julie Su, who was part of those negotiations. Also in focus: The crude oil surge and geopolitics, Chips and U.S.-listed Chinese stocks rally, Tesla's robotaxi and Rivian's w...
Oct 04, 2024•45 min
Carl Quintanilla, Scott Wapner and Michael Santoli discussed a number of issues the stock market has been trying to digest: From ongoing Mideast tensions which continue to boost oil prices – to the labor market ahead of Friday's key September jobs report. Lots of AI news in the mix: OpenAI's valuation surges to $157 billion after a major fundraising round, what Nvidia CEO Jensen Huang told CNBC about AI's next wave, Google CEO Sundar Pichai told Japan's Nikkei the company is considering nuclear ...
Oct 03, 2024•43 min
Carl Quintanilla, Jim Cramer and David Faber discussed Middle East tensions weighing on the stock market and oil prices extending Tuesday's surge. Israel said it vows to respond to Iran's missile attacks against the country. Tesla shares fell sharply despite an increase in Q3 deliveries. Nike stock also in the red after the company reported mixed results, said it is withdrawing guidance and postponing its "Investor Day" -- with Elliott Hill set to become CEO in less than two weeks. Also in focus...
Oct 02, 2024•44 min
Jim and Jeff discuss how geopolitical turmoil is weighing on this energy 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....
Oct 01, 2024•3 min
With the Dow and S&P 500 entering October and the fourth quarter at record closing highs, Carl Quintanilla, Jim Cramer and David Faber explored the road ahead for stocks. The anchors also reacted to Fed Chair Powell's comments about the path for future rate cuts. Carl, Jim and David discussed dockworkers going on strike at ports from Maine to Texas – and what's at stake for the economy. Also in focus: CVS to conduct a strategic review amid activist pressure, the CEOs of Charles Schwab and Si...
Oct 01, 2024•43 min
Jim and Jeff discuss why the Investing Club is closely watching these consumer discretionary stocks. 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....
Sep 30, 2024•4 min
On the final trading day of September and Q3, Carl Quintanilla, Jim Cramer and David Faber discussed China’s stock markets ending the month in rally mode, posting their best one-day performance since 2008. Which U.S. names are benefitting most from the China surge? David broke down DirecTV's deal to acquire Dish and Sling TV from Echostar. The anchors also reacted to a 2001 discussion between David and Joe Kernen about Echostar. Also in focus: Warnings from Jeep parent Stellantis and luxury spor...
Sep 30, 2024•42 min
David Faber, Sara Eisen and Mike Santoli led off the show with market reaction to the Fed's preferred measure of inflation: PCE came in tamer than expected for August year-over-year – and the Dow hit a new all-time high. China also in the spotlight after the best week for that country's stock market since 2008, buoyed by Beijing's stimulus measures. Also in focus: "Faber Report" on Echostar nearing a deal to sell Dish to DirecTV, Costco falls on quarterly results, billionaire investor David Tepp...
Sep 27, 2024•42 min
CNBC’s Steve Liesman sits down with Treasury Secretary Janet Yellen to discuss what risks she is watching in banks’ balance sheets, whether she believes inflation is under control, and much more. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Sep 26, 2024•14 min
David Faber, Sara Eisen and Mike Santoli began the show by discussing the market rally, getting a big boost from Chinese stocks after Beijing affirmed stimulus measures. Appaloosa’s David Tepper told CNBC it’s a “buy everything” moment for the Chinese market. Chip stocks also surged following Micron’s big beat; CEO Micron Sanjay Mehrotra joined the hour to discuss the company’s quarterly results. After the opening bells, the desk brought in Phil LeBeau to discuss Southwest’s Investor Day, as the...
Sep 26, 2024•43 min
