SOTS 2nd Hour: Earnings Season Heats Up, and A Deep-Dive With Bank of America's Chairman & CEO 10/15/24

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Starbucks and T-Mobile CEOs, Chips Extend Rebound from Post-AI Sell-Off, Apple Downgraded Again 1/29/25: 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 7" earnings and the first Fed rate decision of 2025. Squawk on the Street Disclaimer by Squawk on the Street

43 min listen

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SOTS 2nd Hour: State of the AI Arms Race, CNBC Fed Survey, Trump’s Tariff Plans 1/28/25: 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 the hour. Plus: more on the future of AI – from what Trump’s tariffs could mean for chip stocks, how private markets are handling this DeepSeek news, why one NYU Professor is calling OpenAI the “WeWork of AI” – and a look at the staggering wealth tech billionaires lost in yesterday’s AI carnage. Also in focus: details on Elon Musk’s new deal with Visa for “X Money Accounts”; Chevron and GE Vernova’s new p by Squawk on the Street

42 min listen

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Cramer's Morning Take: Winners of DeepSeek Panic 1/28/25: 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 by Squawk on the Street

4 min listen

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Squawk on the Street 1/28/25: 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 by Squawk on the Street

43 min listen

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SOTS 2nd Hour: Breaking down the sell-off – and just what is DeepSeek? 1/27/25 by Squawk on the Street

43 min listen

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Cramer's Morning Take: DeepSeek Panic 1/27/25: 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 by Squawk on the Street

4 min listen

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Market Sell-Off: China AI Push Sparks Tech Tumble, Nvidia's Double-Digit Slide 1/27/25 by Squawk on the Street

42 min listen

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S&P 500's Record Rally, Meta's $65B AI Investment Plan, Novo Nordisk's Obesity Drug Boost 1/24/25 by Squawk on the Street

41 min listen

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Cramer's Morning Take: Eli Lilly & Novo Nordisk 1/24/25: 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 by Squawk on the Street

3 min listen

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SOTS 2nd Hour: Venture Global IPO, CSX CEO, and Boeing’s Big Warning 1/24/25: 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 sending those shares lower; a look at Trump’s battle with the banks over their treatment of conservatives; Boeing’s warning of a big loss ahead; and the global economic outlook according to ECB President Lagarde, IMF Chief Georgieva, and more. by Squawk on the Street

44 min listen

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SOTS 2nd Hour: Top Tech Picks, A Billionaire Spending Spar, and Davos Deep Dives w/the CEO of Pinterest & SHEIN’s Exec Chairman 1/23/25: 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 billionaires… Elon Musk, OpenAI’s Sam Altman, and Microsoft’s Satya Nadella trading public blows over Stargate funding – with fresh developments during the hour. Additionally: Sara discussed the latest on the consumer front, 2025 regulation concerns, and more - with the CEO of Pinterest and the Executive Chairman of SHEIN, both live from the World Economic Forum i by Squawk on the Street

43 min listen

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Stocks' Record Run, Musk-Altman AI Showdown, Apple's Rough January 1/23/25: 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 BlackRock CEO Larry Fink is "cautiously optimistic," Cramer's take on which companies will have to roll back prices. Squawk on the Street Disclaimer by Squawk on the Street

42 min listen

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Arm CEO on AI Infrastructure Joint Venture, Netflix Soars, Exclusive: United Airlines CEO 01/22/25: 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 CNBC Exclusive, United Airlines CEO Scott Kirby discussed the carrier's stronger-than-expected earnings and guidance. The stock has nearly tripled from a year ago. Also in focus: Procter & Gamble, Johnson & Johnson and Travelers join the earnings parade. Squawk on the Street Disclaimer by Squawk on the Street

49 min listen

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SOTS 2nd Hour: Netflix Gains, Project “Stargate”, and Davos Deep Dives w/the CEOs of BNY & Williams-Sonoma 1/22/25: 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 Infrastructure in the U.S. – the key winners and losers at first glance. Additionally: Sara discussed the latest on the consumer front – and regulation - with the CEOs of the Bank of New York and Williams-Sonoma, both live from the World Economic Forum in Davos during the hour. by Squawk on the Street

42 min listen

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Cramer's Morning Take: Coterra Energy & Honeywell 1/21/25: 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 by Squawk on the Street

4 min listen

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SOTS 2nd Hour: Trump Day 1, Beijing’s Tariff Preparations, & Davos Deep Dives w/the CEOs of Pepsi and Gap 1/21/25: 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: Sara discussed the latest on the consumer front – and regulation - with the CEOs of Pepsico and Gap, both live from the World Economic Forum in Davos during the hour. Squawk on the Street Disclaimer by Squawk on the Street

42 min listen

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Markets and Pres. Trump: The Sequel, Mnuchin Talks TikTok, Apple Extends January Losses 1/21/25: 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 Trump administration. Also in focus: Apple slides on a downgrade, 3M leads the earnings winners. Squawk on the Street Disclaimer by Squawk on the Street

46 min listen

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Cramer's Morning Take: Tiktok Ban 1/17/25: 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 by Squawk on the Street

4 min listen

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SOTS 2nd Hour: TikTok SCOTUS Decision & Analysis 01/11/25: 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 headlines throughout the hour. by Squawk on the Street

57 min listen

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Markets Reach the End of the Biden Era, Tech Titans Court Trump, TikTok's Fate 1/17/25 by Squawk on the Street

45 min listen

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Market Rally, More Banking Beats, UNH Results, Bessent Hearing Day 1/16/25: 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 presidential term just days away — as well as Thursday's confirmation hearing for Trump Treasury secretary pick Scott Bessent. Squawk on the Street Disclaimer by Squawk on the Street

45 min listen

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SOTS 2nd Hour: Fed Governor Waller, Canada’s International Trade Minister, and Trump’s Treasury Pick Before The Senate 1/16/25: 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 target for December. Also in focus: Trump’s tariff threats towards Canada, and what they would mean for consumers. Canada’s Minister of International Trade not mincing words with the team at Post 9 this hour. by Squawk on the Street

48 min listen

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Cramer's Morning Take: Bristol Meyers & Eli Lilly 1/16/25: 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 by Squawk on the Street

4 min listen

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Stocks Surge on Inflation Data, Big Banks’ Earnings Beats, Quantum "Leap" Returns 1/15/25: 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, Cramer sounds off on the Commerce Department's new rule to curb AI chip exports to China. Squawk on the Street Disclaimer by Squawk on the Street

48 min listen

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SOTS 2nd Hour: CPI Wrap-Up, Bank Earnings Breakdown, & the Road Ahead for LA Real Estate 1/15/25: 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 conference calls, underway during the hour. Additionally, the team talked the latest out of those LA wildfires, with a fresh read from the ground in Pasadena plus “Selling Sunset” agent Jason Oppenheim’s take on the road ahead. by Squawk on the Street

44 min listen

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SOTS 2nd Hour: PPI Runs Cool, JPMorgan’s Leadership Change, Live: Lululemon CEO 1/14/25: 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 Big Show for an interview with Lululemon CEO, Calvin McDonald. Squawk on the Street Disclaimer by Squawk on the Street

46 min listen

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Cooler Inflation, TikTok and Musk, Cramer Interviews Eli Lilly's CEO 1/14/25: 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" movers, KB Home beats, Signet Jewelers plunges, the California wildfires effect. Squawk on the Street Disclaimer by Squawk on the Street

46 min listen

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Tech Extends Sell-off, Cramer at J.P. Morgan Healthcare Conference, Zuckerberg Slams Apple 1/13/25: Carl Quintanilla, Jim Cramer and David Faber explored what to make of tech sector weakness following Friday's sell-off. The anchors also reacted to comments Mark Zuckerberg made on Joe Rogan's podcast. The Meta CEO slammed Apple and weighed in on "masculine energy." At the J.P. Morgan Healthcare Conference in San Francisco, Jim discussed his CEO lineup for Monday's night's "Mad Money" as well as the challenges facing the health care sector. Also in focus: Johnson and Johnson to acquire drugmaker Intra-Cellular Therapies for $14.6 billion, Moderna plunges on weak 2025 sales guidance, California wildfires impact, sources tell David that Cleveland-Cliffs is partnering with Nucor in a potential bid for U.S. Steel. Squawk on the Street Disclaimer by Squawk on the Street

42 min listen

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SOTS 2nd Hour: Former FCC Chairman, Zuckerberg vs. Apple, and Banking on Financials 1/13/25: 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 report around iPhone sales. Plus, Meta’s Mark Zuckerberg not mincing words about Apple with Joe Rogan – we bring you the highlights. Former FCC Chairman Ajit Pai joined the team to discuss it all, and the path ahead for TikTok given a possible ban. Finally: the latest on those California wildfires, with a live read from the ground in Altadena – and one developer’s take on everything that could change in by Squawk on the Street

42 min listen

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Cramer's Morning Take: Home Depot 1/10/25: Jim and Jeff discuss why they're buying more of this home improvement 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 by Squawk on the Street

4 min listen

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SOTS 2nd Hour: Earnings Season Heats Up, and A Deep-Dive With Bank of America's Chairman & CEO 10/15/24

SOTS 2nd Hour: Earnings Season Heats Up, and A Deep-Dive With Bank of America's Chairman & CEO 10/15/24

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