David Faber, Leslie Picker and Mike Santoli started the hour by discussing the market rebound, a day after stocks tanked on the Fed’s revised rate outlook. The desk also headed down to DC, where Emily Wilkins reported on the likelihood of a government shutdown after Elon Musk and President-elect Trump slammed the bipartisan spending bill. Also in the mix; Accenture CEO Julie Sweet joined the show to breakdown her latest quarterly results, which sent her stock higher. Squawk on the Street Disclai...
Dec 19, 2024•42 min
Carl Quintanilla, Jim Cramer and David Faber engaged in a wide-ranging discussion about markets trying to rebound from Wednesday's Fed-fueled sell-off. Hear why Cramer believes Fed Chair Powell "got it wrong." Micron shares tumbled on weaker guidance, which overshadowed a Q1 earnings beat. President-elect Trump told NBC News he's in favor of abolishing the debt ceiling. The anchors discussed Elon Musk's role in the scuttling of a bipartisan spending deal aimed at avoiding a government shutdown. ...
Dec 19, 2024•43 min
Carl Quintanilla, Sara Eisen and David Faber kicked off the hour by counting down to the big Fed meeting, where the group is expected to cut rates for the third time this year. Later in the show, Sara Eisen played a portion of her interview with Salesforce CEO Marc Benioff, after the company announced it will hire 2,000 people to sell AI products. Benioff detailed why he’s “never been more excited about anything in my entire career.” The CEO of Compass also joined the desk at Post 9 with his out...
Dec 18, 2024•43 min
Jim and Jeff discuss the positive analyst call for this retail 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....
Dec 18, 2024•3 min
Carl Quintanilla, Jim Cramer and David Faber explored how to navigate the markets ahead of Wednesday's Fed interest rate decision. Nvidia shares rebounded as the stock tries to climb out of correction territory. The anchorsdiscussed Brian Niccol's first 100 days as Starbucks CEO, the challenges he faces and the stock's performance since he took the job. Also in focus: Honda-Nissan merger talks, Morgan Stanley names Disney a "Top Pick" for 2025, "Magnificent 7" stocks in record territory, the Dow...
Dec 18, 2024•43 min
Cramer explains why the Club is selling this chipmaker after its parabolic move. 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....
Dec 17, 2024•3 min
Carl Quintanilla, Sara Eisen and David Faber took a closer look at the markets, with the Dow on pace for its biggest losing streak since 1978. One of the group’s components, Nvidia, continued to trade lower; The stock entered correction territory, with shares down more than 10% from its last record close. The desk also turned to President-elect Trump taking aim at pharmacy benefit managers, saying that these “middlemen” are driving up drug costs and need to be eliminated. Shares of UnitedHealth,...
Dec 17, 2024•44 min
Carl Quintanilla, Jim Cramer and David Faber led off the show with Nvidia in correction territory, down more than 10% from its 52-week high and flat over the past six months. When will the stock hit bottom? A different story for Tesla: Shares hit a fresh record high on an upgrade from Mizuho. The anchors reacted to President-elect Trump's comments about lowering drug prices and cutting out the "middleman," which weighed on shares of pharmacy benefit manager operators UnitedHealth, Cigna and CVS ...
Dec 17, 2024•43 min
Cramer explains why the Club bought more of this pharma 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....
Dec 16, 2024•3 min
Carl Quintanilla, Sara Eisen and David Faber began the hour by breaking down a huge week ahead for investors, including the last FOMC rate decision of 2024. Sara Eisen also reported on Softbank CEO Masa Son planning to invest $100 billion in the U.S. over the next four years. Son also promising to create 100,000 jobs focused on AI and related infrastructure. Later in the hour, one of the biggest names in NYC real estate Bill Rudin joined the set to discuss the state of the industry, with office ...
Dec 16, 2024•43 min
Carl Quintanilla, Jim Cramer and David Faber discussed a big week ahead for the markets, including the Fed decision on interest rates. Sara Eisen reported SoftBank CEO Masayoshi Son will announce a $100 billion investment in the U.S. over the next four years during a Monday visit to President-elect Trump’s Mar-a-Lago estate in Florida. Also in focus: Elon Musk's windfall grows with shares of Tesla surging 75% since the election, Honeywell considers a plan to separate its aerospace business in wa...
Dec 16, 2024•43 min
Cramer says this chipmaker is a ‘powerhouse’. 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....
Dec 13, 2024•4 min
Carl Quintanilla and Sara Eisen took a closer look at Broadcom’s big earnings beat, which sent that stock soaring. The chip giant became the latest company to reach a $1 trillion valuation. Leslie Picker also joined the show to discuss the bank stocks, following reports that advisors to President-elect Trump are looking to shrink or eliminate bank regulators. Also in the mix; Steve Liesman broke out CNBC’s latest All-America Economic Survey, revealing that despite Bitcoin’s big run, the public i...
Dec 13, 2024•45 min
Carl Quintanilla and Jim Cramer revisited President-elect Trump's historic Thursday visit to the New York Stock Exchange, including what Trump told Jim about China. The anchors also discussed shares of Broadcom soaring on guidance fueled by AI demand, propelling the chip supplier to a $1 trillion valuation. Also in focus: UnitedHealth Group CEO Andrew Witty's guest essay in The New York Times saying it's time to reform a "flawed" health care system, Costco beats on earnings and RH soars. Squawk ...
Dec 13, 2024•43 min
Cramer breaks down what his conversation with Trump means for Club holdings. 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....
Dec 12, 2024•4 min
Carl Quintanilla, Sara Eisen, and David Faber discussed a historic morning at the New York Stock Exchange: president-elect Trump ringing the opening bell, walking the floor, and speaking with our own Jim Cramer after being named Time Magazine’s “Person of the Year”. NBC News’ Presidential Historian calling it a “very rare kind of appearance”, while Wharton’s Jeremy Siegel focused on Trump’s growth plans. The team also caught up with NYSE President Lynn Martin to discuss the day’s events. Also in...
Dec 12, 2024•56 min
Carl Quintanilla, Jim Cramer and David Faber covered all of the bases on an historic day on Wall Street.President-elect Donald Trump rang the opening bell at the New York Stock Exchange after being named"Person of the Year” by Time magazine for a second time. In a wide-ranging interview on the floor of the exchange, Trump told Cramer what he hopes to accomplish in his second term. Jim also spoke with Trump's choice for Treasurysecretary, Scott Bessent -- and the president-elect's pick for Health...
Dec 12, 2024•58 min
Cramer says he’s encouraged by this tech stock’s AI roadmap. 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....
Dec 11, 2024•4 min
Carl Quintanilla, Sara Eisen and David Faber began the show by breaking down the latest CPI print. Consumers saw inflation pick up slightly in November, as price increases in categories like groceries, gasoline and new cars outweighed a deceleration in others like shelter during the month. The desk also discussed Albertsons terminating its merger agreement with Kroger, while also filing a suit for breach of contract. Also in the mix: mega-cap tech names continued to hit new highs, with Apple als...
Dec 11, 2024•42 min
Carl Quintanilla, Jim Cramer and David Faber explored market reaction to November CPI ahead of next week's Fed decision on interest rates. Albertsons called off its planned merger with Kroger and filed suit against the company for breach of contract, after federal and state judges blocked their deal. A CEO doubleheader at Post 9: GE Vernova's Scott Strazik discussed his company's outlook after seeing shares skyrocket since April, when it was spun off by General Electric. Southwest's Bob Jordan s...
Dec 11, 2024•46 min
David Faber, Sara Eisen, and Carl Quintanilla discussed the latest for stocks - and the playbook for 2025 with Citi and Evercore’s Chief Equity Strategists. A key debate? Whether the market is over-estimating the odds for rate cuts, given so much positive data and strong earnings commentary. We break down both sides of the argument, and where to put your money to work. Also in focus: Alaska shares on pace for their best day in years after new guidance – their CEO joined the team to break down th...
Dec 10, 2024•42 min
Cramer says it’s worth it to trim holdings of this tech giant. 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....
Dec 10, 2024•3 min
Carl Quintanilla, Jim Cramer and David Faber led off the show with reaction to shares of Oracle down sharply on a fiscal second-quarter miss and weaker-than-expected guidance. The anchors also discussed why Morgan Stanley analyst Adam Jonas raised his price target on Tesla to $400 and reiterated the stock's "Top Pick" status. Also in focus: Alphabet shares jump on Google's quantum computing chip, a look at OpenAI's new "Sora" AI video generation model, Boeing reportedly restarts 737 MAX producti...
Dec 10, 2024•43 min
David Faber, Sara Eisen, and Carl Quintanilla broke down the latest for stocks ahead of a fresh inflation read later this week – and as a number of Wall Street firms raised their 2025 S&P targets (including Barclays, whose defense of that call is featured within the hour). A key focus? How the consumer’s holding up – and how tariffs could impact spending and the path for rates, with Moody’s Chief Economist arguing it could be a challenging year ahead. That said – another report says rising c...
Dec 09, 2024•45 min
Jim and Jeff discuss Nvidia after a regulator in China said it was investigating the chipmaker over possible violations of the country’s antimonopoly law. 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 a...
Dec 09, 2024•4 min
Carl Quintanilla, Jim Cramer and David Faber explored what to make of Wall Street firms' price target hiking parade, with the S&P 500 and Nasdaq at record highs. Hear what Jim said about the catalysts driving the parabolic moves in stocks such as Applovin and Palantir. The anchors also discussed China regulators investigating Nvidia over possible violations of the country's anti-monopoly law. Also in focus: Bytedance vs. the law that would force a sale or ban of TikTok in the U.S., what Pres...
Dec 09, 2024•43 min
Cramer discusses the jobs report for November that came in better than expected. 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....
Dec 06, 2024•3 min
David Faber, Melissa Lee, and Carl Quintanilla began the hour by breaking down this morning’s jobs report – coming in better than estimates, though unemployment ticked up to 4.2% - and what it means for stocks. Goldman’s Chief Economist arguing the Fed will still cut rates despite those strong numbers – and a potentially higher inflation print next week. The team also caught up with President-Elect Trump’s pick for FCC Chairman: Current FCC Commissioner Brendan Carr, who gave his vision for poli...
Dec 06, 2024•45 min
Carl Quintanilla, Jim Cramer and David Faber led off the show with the better-than-expected November employment report, as Wall Street awaits this month's Fed decision on interest rates. The anchors also discussed what Elon Musk said during his Thursday visit to Capitol Hill. He and Department of Government Efficiency (DOGE) task force partner Vivek Ramaswamy met with GOP lawmakers about President-elect Trump's push to slash federal spending. Lululemon CEO Calvin McDonald joined Carl, Jim and Da...
Dec 06, 2024•42 min
Cramer says this industrial stock continues to overpromise and underdeliver. He also talks about his expectation for a turnaround in this media stock and the analysts price hikes of this retailer. 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...
Dec 05, 2024•4 min
