Jim and Jeff discuss the positive outlook for this cybersecurity stock. They also discuss why they sold this life sciences 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....
Jan 29, 2025•4 min
Carl Quintanilla, Sara Eisen, and David Faber discussed the latest for stocks on a busy day for earnings (with Meta, Microsoft * and * Tesla after the bell), plus another Fed decision on deck. Within the hour: Goldman’s Head of Corporate Credit broke down why he’s ‘bond bullish’, the team talked what to expect out of Tesla with one analyst forecasting growth ahead (plus the key figures to watch for Meta and Microsoft), and debated key commentary out of T-Mobile and Starbucks driving both names h...
Jan 29, 2025•45 min
Carl Quintanilla, Jim Cramer and David Faber led a busy show featuring a CEO Doubleheader: Starbucks' Brian Niccol on the coffee chain's Q4 beat and turnaround plan, followed by T-Mobile US' Mike Sievert on the company's stronger-than-expected quarterly results and upbeat subscriber growth forecast. The chip sector builds on its rebound from Monday's AI-fueled sell-off, without help from Nvidia. Also in focus: Oppenheimer joins the Apple Downgrade parade, what to expect from after-the-bell "Mag ...
Jan 29, 2025•43 min
After a historical sell-off, Carl Quintanilla, Leslie Picker, and David Faber broke down the latest for stocks with fresh consumer data at the top of the hour. A slew of earnings movers - from General Motors to Royal Caribbean to Lockheed and more – helping drive markets alongside hangover from yesterday’s big moves, with AI names like Nvidia trying to recoup small gains. Senior Markets Commentator Michael Santoli calling the volatility – and sell-off – a healthy response, find out why to start ...
Jan 28, 2025•42 min
Jim and Jeff discuss the impact of DeepSeek on tech 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....
Jan 28, 2025•4 min
The opening hour of CNBC’s "Squawk on the Street" with Carl Quintanilla, Jim Cramer and David Faber is broadcast each weekday from the floor of the New York Stock Exchange, on site at the opening bell 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....
Jan 28, 2025•43 min
Jim and Jeff discuss why this semiconductor stock 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....
Jan 27, 2025•4 min
Stocks selling off on what could be a possible re-rating of U.S. Tech dominance – and a re-evaluation of the AI rally… Carl Quintanilla, David Faber, and Leslie Picker broke down the latest, alongside Senior Markets Commentator Michael Santoli who put today’s numbers into context. Across the hour, the team discussed the implications of this DeepSeek news for semiconductor stocks, big tech, energy, and private AI companies like OpenAI – plus, got one skeptic’s take on the technology. Squawk on th...
Jan 27, 2025•43 min
Carl Quintanilla, Jim Cramer and David Faber covered a rough start to the week for stocks. Worries about competition from Chinese AI startup DeepSeek sparked a sell-off on Wall Street, led by Nvidia and other tech names whose shares fell by double digits Power providers that have benefited from the data center boom also saw their shares take a hit. The anchors explored what's at stake for the AI trade. Also in focus: Market bright spots, AT&T's earnings beat, no proxy fight for Pfizer, Jim c...
Jan 27, 2025•42 min
Jim and Jeff discuss the latest trials for this pharmaceutical 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....
Jan 24, 2025•3 min
Another record high on the S&P as Carl Quintanilla, David Faber, and Leslie Picker discussed the state of the record rally – and fresh data at the top of the hour – with Senior Markets Commentator Michael Santoli. A key focus for investors? One of the biggest energy IPOs of the decade, the first test of demand for new listings under Trump: Venture Global. The company’s CEO joined the team with his outlook ahead of the first trade. Also within the hour: the CEO CSX, breaking down results send...
Jan 24, 2025•44 min
Carl Quintanilla, Jim Cramer and David Faber discussed the S&P 500 hitting a fresh record high and where "Magnificent 7" stocks fit into the picture. The anchors also reacted to Mark Zuckerberg's plans for Meta to expand AI investment by spending up to $65 billion this year. Also in focus: Novo Nordisk surges on early trial results involving its experimental weight-loss drug, earnings from Dow components American Express and Verizon, LNG exporter Venture Global going public with the largest ...
Jan 24, 2025•41 min
Carl Quintanilla and David Faber – alongside Sara Eisen, live from the World Economic Forum in Davos this hour – broke down the latest for stocks on a busy morning for earnings. Tech a key focus after the sector’s best day since November: why one T Rowe Price Portfolio Manager says there’s more room to run, and his top picks in the space. Plus, a look at the stocks set to benefit from Trump’s big AI Stargate Project according to Wells Fargo. Also making headlines: a spending spar between billion...
Jan 23, 2025•43 min
Carl Quintanilla, Jim Cramer and David Faber discussed what's ahead for the markets one day after the S&P 500 hit a record intraday high. The anchors also reacted to the showdown between Elon Musk and OpenAI CEO Sam Altman over the new Stargate joint venture, whose partners pledged to invest up to $500 billion in U.S. AI infrastructure. Also in focus: Apple in correction territory as this month's worst-performing "Magnificent 7" stock, GE Aerospace surges, Electronic Arts plunges, why BlackR...
Jan 23, 2025•42 min
Carl Quintanilla and David Faber – alongside Sara Eisen, live from the World Economic Forum in Davos this hour – broke down the latest as tech stocks led the broader markets higher. Netflix shares popping double digits after a top and bottom line beat, alongside plans to raise prices here in the US – why Guggenheim says there’s more room to run here. Plus: Chip stocks alongside Oracle & Softbank in the green after Trump revealed the new “Project Stargate”, a $500B venture to boost AI Infrast...
Jan 22, 2025•42 min
Carl Quintanilla, Jim Cramer and David Faber discussed stocks extending Tuesday's gains. The tech sector getting a lift one day after President Trump announced that Softbank, Oracle and OpenAI are forming a joint venture to invest up to $500 billion in AI infrastructure in the U.S. Arm Holdings CEO Rene Haas joined the program to discuss the chip designer's role in the partnership. The anchors also reacted to Netflix shares soaring on a Q4 beat, record subscriber growth and new price hikes. In a...
Jan 22, 2025•49 min
Carl Quintanilla and David Faber – alongside Sara Eisen, live from the World Economic Forum in Davos this hour – broke down the latest for stocks on Day 1 of the Trump Administration. Charles Schwab Chief Investment Strategist Liz Ann Sonders gave her outlook for the broader markets – plus one energy investor talked his top picks given deregulation ahead. Also in focus during the hour: Trump’s impact on Crypto, and how factories across China are preparing for possible tariffs ahead. Additionally...
Jan 21, 2025•42 min
Jim and Jeff explain why The Club is trimming its positions in two 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....
Jan 21, 2025•4 min
On the first trading day since President Trump began his second term in White House, Carl Quintanilla, Jim Cramer and David Faber covered all of the bases regarding what the change in the presidency could mean for investors. The anchors discussed tariffs, tech titans at the inauguration, and the flurry of executive orders the president signed -- including one which halts the ban of TikTok. Former Treasury Secretary Steven Mnuchin joined the program to discuss the future for TikTok and the new Tr...
Jan 21, 2025•46 min
Jim and Jeff discuss the potential winners from a TikTok ban. They also dive into this big tech stock’s dip. 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....
Jan 17, 2025•4 min
Breaking news this hour as the Supreme Court issued their opinion on Tiktok, voting unanimously to uphold the federal law banning the app beginning Sunday unless it’s sold by its China-based parent company Bytedance. Sara Eisen and Michael Santoli broke down the news with analysis from Wall Street to Washington, including but not limited to: a Bytedance investor, a former NSA General Advisor, an analyst who covers social media stocks, and CNBC’s own Eamon Javers alongside Julia Boorstin, with he...
Jan 17, 2025•57 min
Jim Cramer and Sara Eisen discussed market movers on the final trading day before Donald Trump returns to the presidency on Monday. The anchors looked at the best- and worst-performing S&P 500 stocks since Joe Biden became president, including Nvidia skyrocketing more than 900%. Also in focus: Mega-tech CEOs set to attend Trump's inauguration, the Supreme Court and the TikTok ban, Apple's stock slump, the Medicare news that sent shares of obesity drugmakers Eli Lilly and Novo Nordisk lower, ...
Jan 17, 2025•45 min
Carl Quintanilla, Sara Eisen and David Faber broke the latest for stocks after another busy morning of data and earnings – plus the Senate Finance Committee’s Confirmation Hearing for Trump’s Treasury pick Scott Bessent. To start the hour: Fed Governor Waller joined the team to breakdown recent inflation data, telling Sara that rate cuts ARE possible in the next few months. He also noted that December’s CPI could mean PCE – the Fed’s preferred inflation gauge – would come in close to the Fed's t...
Jan 16, 2025•48 min
Jim and Jeff discuss why you should keep an eye on this biopharmaceutical company. 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....
Jan 16, 2025•4 min
The morning after the best day for stocks since just after the election, Carl Quintanilla, David Faber and Sara Eisen led off the show with better-than-expected earnings from Bank of America and Morgan Stanley. UnitedHealth shares weighed on the Dow after the company issued its first earnings report since the murder of one of its top executives. A surprise appearance by Jim Cramer, back at Post 9 after his San Francisco trip. Hear what he had to say about the markets with a second Trump presiden...
Jan 16, 2025•45 min
Carl Quintanilla, Sara Eisen and David Faber broke down the market rally following this morning’s better-than-feared CPI print. Key gainers included categories like Gas, Cars, Airfares and more – with not a single category falling on the month. What does it mean for the Fed and rates? Also in focus: results out of the financials. The team discussed what to do with stocks like JPMorgan and Citi with an analyst from RBC – plus brought the latest headlines out of Goldman and Wells Fargo’s conferenc...
Jan 15, 2025•44 min
Carl Quintanilla, Jim Cramer and David Faber covered all of the bases on inflation and Wednesday's market rally: Stocks surged and yields fell after the December Consumer Price Index's core rate came in tamer than expected. Earnings beats from JPMorgan Chase, Wells Fargo, Goldman Sachs and Citi also fueled investor sentiment. Quantum stocks partied like it's 2024, surging on comments from Microsoft after a rough start to the year. Also in focus: Supreme Court-TikTok watch, California wildfires, ...
Jan 15, 2025•48 min
Carl Quintanilla and David Faber began the hour by breaking down the cooler than expected PPI print, which sparked a market rally. BMO Capital’s Brian Belski also joined the program to discuss why he’s still bullish on the markets going forward. Later in the hour, Leslie Picker previewed the financial earnings on deck and the impact behind JPMorgan’s leadership change, with COO Daniel Pinto announcing that he will retire at the end of next year. Also in the mix: Sara Eisen was live from the NRF ...
Jan 14, 2025•46 min
Carl Quintanilla, Jim Cramer and David Faber led off the show with market reaction to wholesale inflation data: The December Producer Price Index came in cooler than economists' forecasts. The anchors also discussed China reportedly weighing a sale of TikTok's U.S. operations to Elon Musk. At the J.P. Morgan Healthcare Conference in San Francisco, Jim interviewed Eli Lilly CEO David Ricks about the company's latest guidance and road ahead for its weight loss drugs. Also in focus: "Magnificent 7"...
Jan 14, 2025•46 min
Carl Quintanilla, Sara Eisen and David Faber broke down a big week ahead as another earnings season begins - and the street prepares for fresh inflation data later on. Barclays’ Head of US Equity Strategy laid out where he sees risk ahead, plus one bank CEO defended his bull case – and top picks – for the financials. Also in focus: Tech & Tiktok. Nvidia shares falling on new AI-related export controls from the Biden Administration, while Apple shares fell into correction territory on a tough...
Jan 13, 2025•42 min
