This hour: David Faber, Sara Eisen, and Michael Santoli broke down the state of play before diving into a fiery Senate confirmation hearing for Fed Chair nominee Kevin Warsh. Hear what Warsh had to say about Fed independence, scrutiny over undisclosed investments, and where he'd take policy.    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.

Cramer says the Club’s newest holding could benefit from a strong relationship with Nvidia. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market’s biggest headlines, analyst calls and holdings in the Charitable Trust – and see up close how they decide when, and if, to take action on stocks. Sign up 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.

David Faber and Jim Cramer led off the show with reaction to President Trump's wide-ranging live interview on CNBC, including his take on the Iran war, Anthropic and Kevin Warsh — just ahead of the Fed Chair nominee's confirmation hearing on Capitol Hill. Apple announced its hardware chief John Ternus will replace Tim Cook as CEO effective September 1, with Cook transitioning to executive chairman. The anchors discussed Cook's legacy and Apple's future — especially when it comes to AI. Also in focus: Amazon to invest another $25 billion in Anthropic, market reaction to earnings from the likes of UnitedHealth and GE Aerospace, Avis' red-hot rally rolls on.     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.

The second hour of CNBC’s "Squawk on the Street" with Carl Quintanilla and Sara Eisen is broadcast each weekday from the floor of the New York Stock Exchange, 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.

The Club is trimming this food and beverage chain after strong YTD performance. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market’s biggest headlines, analyst calls and holdings in the Charitable Trust – and see up close how they decide when, and if, to take action on stocks. Sign up 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.

Carl Quintanilla, Jim Cramer and David Faber drilled down on what to make of this month's big market rally after stocks hit record highs last week. Oil prices back on the rise after last week's double-digit decline, as the U.S.-Iran standoff over the Strait of Hormuz intensifies. M&A in the spotlight: Eli Lilly has agreed to buy cancer drug maker Kelonia Therapeutics for up to $7 billion, American Airlines rejects merger talks with United Airlines, QXO agrees to buy TopBuild in a $17 billion deal to create a building products giant. Also in focus: Google reportedly in talks with Marvell to build AI chips, software stocks' big rebound, the Meta layoffs picture, why Avis shares have soared more than 380% in a month. 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.

Stocks surge on the back on Iran saying it will let ships pass through the Strait of Hormuz during the Israel/Lebanon ceasefire. Then an earnings exclusive with the CEO of KeyCorp. Plus, his thoughts on how the Iran war is impacting the consumer. Then the CEO of Anthropic reportedly heading to the White House, aiming to diffuse the company’s fight with the Pentagon. The latest from Washington. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Cramer says this home improvement retailer could pop if oil prices fall further. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market’s biggest headlines, analyst calls and holdings in the Charitable Trust – and see up close how they decide when, and if, to take action on stocks. Sign up 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.

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.

This hour: David Faber and Sara Eisen broke down a return of the tech trade (software, semiconductor, and quantum stocks leading the charge) with Citi's Head of U.S. equity strategy, before checking in with the CEOs of 2 earnings names - Pepsico & regional bank Citizens Financial. Plus: details on a new model out of Anthropic, what's sending quantum stocks surging, and a look at the IEA's jet fuel warning that could derail summer vacation plans for some. 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.

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.

Bank of American CEO Brian Moynihan joins CNBC for his first interview after reporting results. Then, during the CNBC Invest in America Forum, Apollo CEO Marc Rowan and Treasury Secretary Bessent weigh in on concerns about private credit and whether they think there are systemic risks. Plus, IBM Vice Chair Gary Stern and Michael Dell with a warning about overinvestment in data centers. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Cramer explains why the Club is taking profits in this chip stock. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market’s biggest headlines, analyst calls and holdings in the Charitable Trust – and see up close how they decide when, and if, to take action on stocks. Sign up 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.

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.

Cramer says the Club would love to trim its holding in this tech giant. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market’s biggest headlines, analyst calls and holdings in the Charitable Trust – and see up close how they decide when, and if, to take action on stocks. Sign up 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.

Today: David Faber, Michael Santoli, and Sara Eisen - live from Versant's D.C. Bureau - kicked off the show with a deep-dive on the IMF's downgrade of global GDP estimates before Evercore ISI's Vice Chairman weighed in, and the team discussed a deluge of new numbers out of the big banks.   Plus: 2 big interviews you don't want to miss with Sara in the nation's capital... FCC Chairman Brendan Carr in addition to NEC Director Kevin Hassett. Hear a read on where regulation could be headed in wide-ranging interviews with both policymakers.    Elsewhere in the hour: the CEO of IONQ joined the team with a fresh read on the state of play for quantum - as shares surge on a new Department of Defense contract.   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.

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.

Cramer is reluctant to sell this materials company as it could keep rising. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market’s biggest headlines, analyst calls and holdings in the Charitable Trust – and see up close how they decide when, and if, to take action on stocks. Sign up 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.

The U.S. set to begin blockading Iran's ports this hour after ceasefire talks failed to yield a breakthrough: Carl Quintanilla, Sara Eisen, and David Faber got the latest out of Washington in addition to new housing data - before diving into the investor implications with Citi Wealth's CIO, and Former Defense Secretary Mark Esper. Plus: a fresh read on how surging energy prices are impacting the consumer - with Sunoco Chairman and luxury mall operator Ray Washburne.    Elsewhere this hour: what's pressuring Goldman Sachs shares in the early trade as they kick off a huge week of quarterly reports... and an impassioned interview with the Executive Chairman of Replimune - whose shares are plunging after FDA denial of a key treatment.    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.

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.

This hour: how to navigate the morning's biggest market moving headlines - including the latest out of Iran, new consumer data on inflation and sentiment, and the renewed AI concerns hitting software stocks. David Faber, Carl Quintanilla, and Seema Mody broke down the action with market veterans including hedge funder Dan Greenhaus, Goldman's Chief U.S. Economist, and more.  Elsewhere in the hour: the bank stocks to bet on ahead of earnings next week, details on the President's promotion of one defense name, and a deep-dive on what's driving Coreweave shares higher in the early trade. 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.

Cramer says the Club will take profits in this chip giant after a good run. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market’s biggest headlines, analyst calls and holdings in the Charitable Trust – and see up close how they decide when, and if, to take action on stocks. Sign up 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.

Carl Quintanilla, Jim Cramer and David Faber led off the show with the first CPI report reflecting the spike in oil and gasoline prices due to the Iran war: Consumer inflation rose in March by 3.3% year-on-year, the biggest increase in two years. On the AI front: CNBC confirmed that Treasury Secretary Scott Bessent and Fed Chair Jerome Powell convened a meeting with bank CEOs earlier this week, to discuss cyber risks raised by Anthropic's new Mythos AI Model. CoreWeave CEO Mike Intrator joined the program to talk about the company's latest AI deals: One with Anthropic, the other with Meta. Also in focus: A week to forget for software stocks, Taiwan Semi's revenue surge, Intel extends rally on Melius' price target hike, Nike downgraded. 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.

David Faber, Carl Quintanilla, and Leslie Picker kicked off the hour with new data - before getting into the latest on Iran, what it all means for the energy patch, and what could come next in Hormuz - according to the CEO of one global cargo company with ships in the Middle East. Plus: Bank of America's Head of US Equity Strategy joined the broadcast with her volatility playbook, before the team checked in with Moody's Chief Economist about the macro (fresh off a new 'vibe-coded' recession indicator that's flashing warning signs).  Elsewhere in the hour: details on Meta's new deal with Coreweave, what's hitting private credit stocks alongside software, and the key takeaways from Amazon CEO Andy Jassy's annual letter to shareholders. 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.

Cramer explains why the Club made a portfolio swap with these two pharma giants. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market’s biggest headlines, analyst calls and holdings in the Charitable Trust – and see up close how they decide when, and if, to take action on stocks. Sign up 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.

arl Quintanilla, Jim Cramer and David Faber discussed market reaction to the latest developments regarding the U.S.-Iran two-week ceasefire, one day after stocks' huge rally and the plunge in crude oil prices. Shares of CoreWeave rose on its expanded AI infrastructure agreement with Meta — the deal valued at $21 billion. McCormick CEO Brendan Foley joined the anchors at Post 9 for his first TV interview since the company announced its deal to combine with Unilever's foods business. Also in focus: Amazon CEO Andy Jassy's letter to shareholders, OpenAI vs. Anthropic in the AI cybersecurity wars, Alphabet in the green and outperforming the rest of the Magnificent 7 this year, the stock that has soared more than 170% in less than a month. 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.

The second hour of CNBC’s "Squawk on the Street" with Carl Quintanilla and Sara Eisen is broadcast each weekday from the floor of the New York Stock Exchange, 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.

Cramer tells the Club this energy stock is the one to buy. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market’s biggest headlines, analyst calls and holdings in the Charitable Trust – and see up close how they decide when, and if, to take action on stocks. Sign up 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.

War and the markets: Carl Quintanilla, Jim Cramer and David Faber covered all of the bases on a day in which stocks surged and crude oil prices plunged by the most since the COVID-19 pandemic — after President Trump announced a two-week ceasefire with Iran, subject to the immediate reopening of the Strait of Hormuz. Hear what the anchors said about the stocks flying high on that news — and the equities that are taking a big hit. Also in focus: Anthropic launches its "Project Glasswing" cybersecurity initiative, Alphabet tops Apple in market cap, Delta's better-than-expected quarterly results despite rising fuel prices.   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.

Today: Sara Eisen, Carl Quintanilla, and David Faber kicked off the hour with the latest on Iran ahead of President Trump's 8 PM Eastern deadline to reopen the Strait of Hormuz - or "a whole civilization will die tonight”. Rockefeller's Ruchir Sharma weighed in on the action, and why he says investors are underpricing risks tied to the current oil shock - while Former Israel Ambassador to the U.S. Michael Oren gave his take on the geopolitical fallout. Plus: details on some of the day's biggest moves - from Universal Music's potential new owner to a fresh filing boosting Paramount shares.   Elsewhere in the hour: the CEO of Robinhood joined the team to discuss his company's efforts tied to childhood "Trump Accounts"... and the anchors discussed new data from the street around AI's labor impact - or lack thereof.    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.

: Cramer tells investors the last thing they want to do is sell this semiconductor giant. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market’s biggest headlines, analyst calls and holdings in the Charitable Trust – and see up close how they decide when, and if, to take action on stocks. Sign up 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.

Carl Quintanilla, Jim Cramer and David Faber explored what to make of the moves in stocks, oil prices and bonds — ahead of President Trump's Tuesday 8pm Eastern time deadline for Iran to strike a peace deal. On the AI front:  Anthropic says its revenue run rate surpassed $30 billion, while Broadcom shares jumped on new AI chip-related deals with Google and Anthropic. The anchors reacted to shares of UnitedHealth, Humana and other health insurers rallying after the Trump Administration announced a larger-than-expected Medicare Advantage payment rate for 2027. Also in focus: Jim's take on Apple shares under pressure, SpaceX IPO plans, Bill Ackman's Pershing Square offers to buy Universal Music Group, what's boosting Paramount's stock.   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.

Cramer says this big bank could see ‘dramatic moves’ after recent corporate changes. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market’s biggest headlines, analyst calls and holdings in the Charitable Trust – and see up close how they decide when, and if, to take action on stocks. Sign up 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.

Today: Sara Eisen, Carl Quintanilla, and David Faber kicked off the hour with fresh data, news on the President's "Trump Accounts" efforts, and a look at a make-or-break week ahead before getting HSBC's take on what it all means for stocks. Plus: the President threatening Iran's energy and civilian infrastructure as reports swirl around a potential ceasefire framework... Former Defense Secretary Mark Esper weighed in - and the team also took a look at what higher-for-longer gas prices could mean for an already battered airline industry. Elsewhere in the hour: The CEO of CBOE joined the team to talk about the growing popularity of options among retail traders, and later on... The team caught up with one congressman issuing a warning to Anthropic around AI's national security risks.  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.

With stocks snapping a five-week losing streak, Carl Quintanilla, Jim Cramer and David Faber discussed Iran war developments that sent oil prices lower and stocks higher — including hopes that a reported 45-day ceasefire proposal could gain traction. In the mix: President Trump's profanity-laced ultimatum to Iran in a social media post. The anchors also reacted to JPMorgan Chase CEO Jamie Dimon's annual letter to shareholders, which featured his takes on AI risks, inflation, private credit and other issues. Also in focus: Netflix upgraded, OpenAI vs. Anthropic as they push to go public, "Jobs Thursday" recap. 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.

Stocks rally on new reports that Iran is drafting a protocol with Iran to oversee the Strait of Hormuz. Then has President Trump given China a leg up ahead of the countries meeting in May? Stephen Roach, the former Chair of Morgan Stanley Asia makes the case. And fears in the private credit market drag on, with Blue Owl limiting redemptions from several funds. 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.

Cramer says his instinct is to buy this energy stock after a recent selloff. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market’s biggest headlines, analyst calls and holdings in the Charitable Trust – and see up close how they decide when, and if, to take action on stocks. Sign up 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.

On the final day of a holiday-shortened trading week, Carl Quintanilla, Jim Cramer and David Faber discussed stocks tumbling and crude oil prices surging in reaction to President Trump's primetime address about the Iran war. The anchors also reacted to Tesla's Q1 deliveries missing analyst forecasts. Private credit pain: Shares of Blue Owl and other alternative asset managers extended this year's steep losses, after the company said it would limit withdrawals from two of its funds. Also in focus: Elon Musk's SpaceX files for a massive IPO, AI and the backlash against data center, semiconductors rally and travel stocks slide, gasoline and diesel prices keep spiking and adding more pain at the pump. 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.

Strong data - alongside growing hopes an end to the Iran war is in sight - boosting stocks...  Sara Eisen, David Faber, and Carl Quintanilla began the hour with fresh analysis of this morning's ADP Jobs & Retail Sales reports before getting predictions on what's next for stocks with longtime market veteran Jeremy Siegel - along with more on what's next in the war with Council on Foreign Relations President Michael Froman. Plus: Microsoft shares closing out their worst quarter since 2008... Is there more pain to come? Hear from one tech investor who says yes.    Elsewhere in the hour: Nike shares slumping post-results; Sara brought fresh reporting on the name and broke down the numbers with an analyst... And can't miss details on some of the day's biggest movers: from Intel to Restoration Hardware to Hasbro.   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.

Cramer says the Club will have to sell this apparel stock if another quarter disappoints. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market’s biggest headlines, analyst calls and holdings in the Charitable Trust – and see up close how they decide when, and if, to take action on stocks. Sign up 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.

With the Dow and S&P 500 coming off their worst quarter since 2022, Carl Quintanilla, Jim Cramer and David discussed what investors can expect in Q2 — especially after stocks extended Tuesday's big rally on hopes the Iran war will end soon. The anchors reacted to President Trump's Truth Social post in which he said Iran's "New Regime President" has asked for a ceasefire. Nike shares tumbled after the company issued weak guidance — especially on sales in China — overshadowing a Q3 beat. Hear what Jim said about Nike CEO Elliott Hill and the company's turnaround plan. Also in focus: Intel to buy back Apollo's stake in an Ireland chip factory for $14.2 billion, Oracle slashes jobs, RH plummets, Disney upgraded, "Magnificent 7" outlook after a rough Q1.   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.

Cramer tells investors to buy these homebuilder stocks if inflation subsides. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market’s biggest headlines, analyst calls and holdings in the Charitable Trust – and see up close how they decide when, and if, to take action on stocks. Sign up 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.

Today: Stocks rallying in the early trade after a rough Q1... Sara Eisen, David Faber, and Carl Quintanilla kicked off the hour with fresh consumer data and color - as gas prices in the U.S. cross $4/gallon. Longtime market veteran Ed Yardeni weighed in on what it means for equities, while the team got specific Q2 picks from Trivariate's Adam Parker.    Elsewhere in the hour: the CEO of Hershey joined the team at Post 9 in a wide-ranging exclusive, spanning the company's new strategy, reiterated guide, and yes... Even the viral KitKat heist. Plus: details on a new multi-billion dollar tie-up in the grocery aisle, and Nvidia's new investment into Marvell.    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.

Carl Quintanilla, Jim Cramer and David Faber discussed stocks in rally mode on the final trading day of March and Q1. The Dow, S&P 500 and Nasdaq on track to snap 3-quarter win streaks.  The anchors reacted to what legendary investor and Berkshire Hathaway Chairman Warren Buffett told Becky Quick about this market environment. Nvidia CEO Jensen Huang and Marvell Technology CEO Matt Murphy joined the program to discuss their companies' AI partnership — including Nvidia's $2 billion investment in Marvell. Hear Huang talk about what the markets don't get about Nvidia. Also in focus: Unilever to combine its foods business with McCormick, the biotech deal that sent one stock soaring more than 130%, Cramer's take on mega-tech.   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.

A blockbuster show featuring interviews with 2 of the market's biggest leaders: Fed Governor Stephen Miran, live at Post 9 alongside Sara Eisen, Carl Quintanilla, and David Faber - and Fed Chair Jerome Powell, speaking in Cambridge before Harvard students. Hear both men discuss the impact of rising energy prices, Fed independence, and where rates could be headed in 2 deep-dives you don't want to miss.  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.

The Club says it has taken profits in this legacy tech giant after rising costs. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market’s biggest headlines, analyst calls and holdings in the Charitable Trust – and see up close how they decide when, and if, to take action on stocks. Sign up 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.

With the Dow and S&P 500 in the midst of five-week losing streaks, Carl Quintanilla, Jim Cramer and David Faber explored why both stocks and oil prices kicked off the holiday-shortened week with gains. The anchors reacted to President Trump's Truth Social post which included optimism and threats when comes to talks with Iran aimed at ending the war. The Magnificent 7's rough 2026 also in in the spotlight:  Meta and Microsoft in the bears' grip, Goldman Sachs' note on Nvidia, Melius' case for Apple. Also in focus: Anthropic and the demise of its Sora video app, Sysco shares tumble on the food services company's deal to acquire catering supplier Jetro Restaurant Depot for $29 billion in cash, stock and debt. 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.

S&P coming off its worst day since January - and the Nasdaq sliding into correction territory... Sara Eisen and Michael Santoli discussed the latest moves with market veteran Rebecca Patterson - before breaking down Brent Crude's pop above $110 a barrel with Bank of America's Head of Commodities. Elsewhere in the hour - former Tesla President and current GM Board Member Jon McNeill gave his take on how all the global chaos is making EVs look a lot more attractive for consumers... and the team got the latest out of Washington on the DHS shutdown, as long airport wait times continue to wreak havoc for travelers.  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.

Jim Cramer and Sara Eisen delved into stocks under pressure after Thursday's sell-off, while crude oil prices continue to surge despite President Trump extending his deadline for Tehran to reopen the Strait of Hormuz. The anchors discussed the Nasdaq's fall into correction territory, along with four S&P sectors down more than 10% from their year highs. Anthropic also in the spotlight: A federal judge temporarily blocks the Pentagon's designation of the AI firm as a "supply-chain risk" — and the company is reportedly considering an IPO as soon as October. Also in focus: Netflix hikes prices, Meta weakness, private credit woes, the Senate passes a bill to fund most of the Department of Homeland Security, what to make of the red-hot "Chem 7" rally. 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.

President Trump warning Iranian negotiators to "get serious soon, before it is too late" - as Iranian officials tell Reuters that U.S. proposals lack the minimum requirements for success... Sara Eisen and Michael Santoli broke down the latest headlines on the war this hour and what it means for stocks with market veteran Dan Greenhaus, before former Trump National Security Advisor H.R. McMaster joined the team with more on how the conflict could play out. Plus: hear from the President himself - live from a cabinet meeting of top officials including Vice President Vance, Defense Secretary Hegseth, & Treasury Secretary Bessent that kicked off this hour. 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.

Cramer says this undervalued stock is a leading indicator for oil futures. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market’s biggest headlines, analyst calls and holdings in the Charitable Trust – and see up close how they decide when, and if, to take action on stocks. Sign up 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.

Jim Cramer and Sara Eisen discussed the impact Iran war developments are having on the markets, as stocks try to overcome higher crude oil prices. The anchors also discussed what has been a rough March for Meta: It's the worst performing Magnificent 7 stock month-to-date — and the tech giant suffered legal defeats in landmark cases involving child safety. Hear what Cramer said about Wall Street being in denial when it comes to this market environment. Also in focus: Shares of Micron and its memory chip rivals extend losses, private credit problems hit Jefferies' earnings, Qualcomm downgraded, market bright spots, stocks Jim says you should avoid. 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.

Another morning of rapid developments in Iran: Sara Eisen and Michael Santoli discussed what investors need to know, along with market implications for stocks, commodities and even mortgage rates. Is the easing of tensions in the Middle East for real? Former Israel Ambassador to the U.S. Michael Oren gave his take on the reported peace plans - and if Israel would be on board. Plus: Goldman credit expert Jonny Fine joined the team with a read on private credit concerns - and why they haven't had a contagion effect just yet.  Elsewhere this hour: details on why OpenAI is ditching its Sora video app, what's sending shares of $ARM surging, and how the Trump Administration should be regulating prediction markets - with one expert arguing too many rules could stifle "the societal benefits that come from speculation". 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.

Jim Cramer and Scott Wapner explored stocks rising and crude oil prices falling on a report stating Iran has received a 15-point plan from the U.S. to end the war. An Iranian state news agency said Tehran has rejected a ceasefire. The anchors discussed Jim's "Mad Money" interview with OpenAI CFO Sara Friar: She told Cramer the company has raised additional money to bring its funding round past $120 billion — and explained why the AI startup is shutting down its Sora video app. Also in focus: Memory chip stocks under pressure as Micron shares extend their post-earnings losing streak, JPMorgan Chase CEO Jamie Dimon on AI and jobs, Arm Holdings soars on plans to build its own chips, mega-tech playbook, Robinhood jumps on stock buyback plan.   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.

Cramer says he’s tempted to buy this software giant despite its weak performance. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market’s biggest headlines, analyst calls and holdings in the Charitable Trust – and see up close how they decide when, and if, to take action on stocks. Sign up 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.

Fresh data on labor costs and productivity, more Iran headlines, and private credit concerns dominating the early action: David Faber and Sara Eisen kicked off the hour with the latest - and broke down the global picture with Former UK Treasury Minister & once Goldman Sachs Asset management Chairman Jim O'Neill - before diving into growing recession concerns out of Moody's with their Chief Economist. Plus: hear from the CEO of United, live from their media day in a wide-ranging interview spanning consumer trends to where he thinks prices are headed. Also in focus: exclusive reporting from Faber around Ares and Apollo's decision to limit withdrawals from some private credit funds, along with his read on headlines Jefferies could be looking to sell. 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.

Jim Cramer and David Faber discussed stocks falling and crude oil prices rebounding — one day after President Trump's comments on Iran sparked the biggest daily gain for the major indices since early February. Another rough day for shares of alternative asset managers: Apollo Global Management and Ares Management became the latest firms to limit private credit fund withdrawals. Also in focus: OpenAI on Microsoft, sources tell David that Jefferies is not interested in selling itself, Chevron CEO Mike Wirth on Iran war impact, Nvidia's AI dominance, "Faber Report" on Nelson Peltz's Trian and General Catalyst raising their offer to acquire Janus Henderson.   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.

Cramer breaks down what this tech giant needs to move higher. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market’s biggest headlines, analyst calls and holdings in the Charitable Trust – and see up close how they decide when, and if, to take action on stocks. Sign up 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.

A busy morning for headlines around Iran as President Trump signals possible de-escalation ahead: David Faber and Sara Eisen broke down new comments to reporters by the man top of the hour, before diving into market implications with market veterans including Rockefeller's Ruchir Sharma & tech investor Dan Niles. Plus: hear Energy Secretary Chris Wright's first reaction to the headlines - and where he sees prices going from here.  Also this hour: an inside look at the battle over the weightloss drug market - with one dark horse betting big on pill adoption; and details on an activist investor jumping into Synopsys.    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.

David Faber and Jim Cramer kicked off a new week of trading with stocks surging and crude oil prices tumbling: President Trump said he has instructed the Defense Department to "postpone any and all military strikes against Iranian power plants and energy infrastructure" for five days, depending on how talks progress with Iran — which denies it is negotiating with the U.S. After posting the Iran news on Truth Social, the president spoke to CNBC and held a Q&A session with reporters. The anchor discussed sectors benefiting most from Trump's announcement. Also in focus: BlackRock CEO Larry Fink's letter to investors, "Mag 7" movers, Synopsys and activism, LaGuardia Airport tragedy.   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.

Cramer says the market is ‘really oversold’ and the Club is ready to buy. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market’s biggest headlines, analyst calls and holdings in the Charitable Trust – and see up close how they decide when, and if, to take action on stocks. Sign up 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.

Energy prices falling, stocks under pressure, and rate cut expectations wobbling to end the week: Carl Quintanilla, Sara Eisen, and Michael Santoli discussed the latest for stocks before breaking down what comes next with Truist's Chief Investment Officer - along with more on the Fed's next moves here according to one former Fed president. Plus: Council on Foreign Relations President Michael Froman joined the team with 2 flashpoints he says could force an escalation in the Iran war... While the former head of CISA gave his read on the implications for cybersecurity.  Also this hour: details on the dramatic chip smuggling scandal slamming shares of Super Micro.   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.

Carl Quintanilla and Jim Cramer led off the show with the major indices on track for a four-week losing streak. Jim spoke about how investors should navigate markets he says are oversold. FedEx shares jump on a better-than-expected holiday quarter and upbeat guidance. Super Micro shares plummet after U.S. prosecutor charged three people associated with the company — including its co-founder -- with smuggling Nvidia AI chips to China. Also in focus: Oil prices and the U.S.' battle to open the Strait of Hormuz, what Fed Governor Waller told CNBC about inflation and the strait, Goldman Sachs CEO David Solomon's letter about private credit, Amazon said to be planning a new smartphone launch, OpenAI reportedly plans a "superapp" launch.   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.

Cramer says this megacap tech stock should be a buy. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market’s biggest headlines, analyst calls and holdings in the Charitable Trust – and see up close how they decide when, and if, to take action on stocks. Sign up 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.

The second hour of CNBC’s "Squawk on the Street" with Carl Quintanilla and Sara Eisen is broadcast each weekday from the floor of the New York Stock Exchange, 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.

The Iran war escalates: Carl Quintanilla and Jim Cramer delved into stocks extending Wednesday's losses as crude oil prices spike, with Brent rising as high as $119/barrel. Micron Technology CEO Sanjay Mehrotra joined the program to discuss the memory chip maker's blowout quarterly results and upbeat guidance on AI-fueled demand. The stock fell sharply despite that news — but it's still up more than 320% from a year ago. Also in focus, Cramer's investment advice on high-flyer Sandisk, Alibaba misses, Meta to shut down its VR metaverse, earnings food for thought, regulators propose capital requirement revisions for big banks, a preview of tonight's documentary "CNBC Cares: Defying Rare Disease."   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.

Cramer says a recent bearish report on this health care stock is fanciful. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market’s biggest headlines, analyst calls and holdings in the Charitable Trust – and see up close how they decide when, and if, to take action on stocks. Sign up 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.

Top of the hour: President Trump waiving a U.S. shipping law for 60 days to steady oil markets... but not helping prices or markets in the early trade. Carl Quintanilla, David Faber, and Michael Santoli broke down the news before turning to longtime market veteran and Evercore strategist Julian Emanuel - along with Goldman's Co-Head of Global Commodities Research - with more on what could come next. Plus: a new era at Disney as new CEO Josh D'Amaro takes the reins... Former executive, of 15 years and onetime TikTok CEO Kevin Mayer weighed in on challenges ahead.    Also in focus: a fresh read on whether AI disruption fears should be believed when it comes to software - with the CEO of Docusign, fresh off earnings from the company... and a look at Washington State's first ever income tax - which includes a hitch for married couples.    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.

Carl Quintanilla, Jim Cramer and David explored rising oil prices and hotter-than-expected February PPI being a double whammy for stocks. Wall Street awaits Wednesday's Fed decision on rates — and what the accompanying statement might say about inflation in wake of the Iran war. The anchors discussed Jim's "Mad Money" interview with Jensen Huang: The Nvidia CEO called new AI agent OpenClaw "the next ChatGPT" — and said it's possible that Nvidia could become the first $10 trillion company. Also in focus: The White House vs. Anthropic, red-hot memory chip stocks, day one for new Disney CEO Josh D'Amaro, Starbucks downgraded, Cramer's "Jeopardy!" surprise.   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.

Carl Quintanilla, Sara Eisen, and David Faber kicked off the show with fresh data, tensions within the Fed's dual mandate ahead of tomorrow's rate decision, and more on Iran's market impact before a wide-ranging interview you don't want to miss - Nvidia CEO Jensen Huang, alongside Jim Cramer at the company's GTC conference out in California. Hear the man himself break down Nvidia's staggering $1T forecast, AI demand, and more.  Elsewhere in the hour: what to expect out of the Fed tomorrow - according to CNBC's exclusive Fed Survey results, and Apollo Global's Chief Economist Torsten Slok (who says there'll be no cuts tomorrow - or this year).  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.

Carl Quintanilla, Jim Cramer and David Faber discussed why both stocks and oil prices are rising amid the Iran war and Middle East tensions. The anchors also explored the markets' muted reaction to Nvidia CEO Jensen Huang's forecast of $1 trillion in AI chip revenue through the end of 2027. At Nvidia GTC, Jim shared his perspective on the future for the world's most valuable company. Also in focus: Bob Iger's legacy on his final day as Disney CEO, Delta's guidance lifts airline stocks, OpenAI vs. Anthropic, the chips in rally mode, diesel prices top $5/gallon.   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.

Cramer says investors ‘have to buy’ stocks as oil prices fall and private credit woes appear overblown. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market’s biggest headlines, analyst calls and holdings in the Charitable Trust – and see up close how they decide when, and if, to take action on stocks. Sign up 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.

Big week for stocks from Nvidia's developers conference to an FOMC meeting on deck: Carl Quintanilla, Sara Eisen, and David Faber kicked off the hour with more on the key stories to watch here - and what to expect out of the Fed - before breaking it all down with Piper Sandler's Chief Investment Strategist... Plus: the latest out of Paris as China and U.S. officials meet for trade talks - the team got a live read from the ground and discussed Iran's impact with one geopol expert warning the conflict could stretch WEEKS more from here.    Also in focus: how to trade Nvidia - and what to expect ahead of a keynote speech from CEO Jensen Huang tonight with one of the street's top analysts... And a deep-dive on new developments that could delay a future Fed Chair nomination by days - or even weeks.    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.

Carl Quintanilla, Jim Cramer and David Faber discussed stocks up sharply and WTI Crude pulling back from $100/barrel — on hopes efforts to reopen the Strait of Hormuz will bear fruit despite the ongoing Iran war. The anchors reacted to what Treasury Secretary Bessent told CNBC about such efforts. Meta in the spotlight: Facebook's parent reportedly plans to lay off 20% of its workforce. Separately, Nebius surged on its $27 billion AI pact with Meta. Also in focus: Cramer at Nvidia GTC ahead of CEO Jensen Huang's Monday keynote, memory chips extend rally, private credit roundup, FCC Chairman Carr's license threat, Conan O'Brien calls out Netflix Co-CEO Ted Sarandos and zings Amazon at the Oscars.   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.

Cramer says this is an ‘exquisite’ moment to buy stocks. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market’s biggest headlines, analyst calls and holdings in the Charitable Trust – and see up close how they decide when, and if, to take action on stocks. Sign up 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.

A busy 24 hours between DC headlines and PCE data... Carl Quintanilla, Sara Eisen, and Michael Santoli kicked off the hour with the latest on both fronts, before discussing the implications for markets, traders, and the Federal Reserve. Plus: hear ServiceNow CEO Bill McDermott's huge warning when it comes to AI and youth unemployment, along with more on how Iran is changing the business of cybersecurity with the CEO of one beneficiary (Rubrik).    Elsewhere in the hour: former Defense Secretary Mark Esper joined the team with his expectations when it comes to possible escalation ahead.    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.

With the Iran war now into its fourteenth day, Carl Quintanilla and Jim Cramer explored how investors should navigate volatile stock and oil markets heading into the weekend. Cramer explained why "we're buying some stuff today for the Trust." Shares of Adobe down sharply after Shantanu Narayen announced he will step down as CEO once a successor is found — and stay on as chair. The anchors reacted to a raft of economic data, including PCE — the Fed's preferred inflation gauge. Also in focus: Meta reportedly delaying an AI rollout, financials and private credit woes, Micron and the memory chips rally, countdown to next week's Nvidia GTC AI conference.   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.

Cramer says the ramp up in cyberterrorism is good for this security stock. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market’s biggest headlines, analyst calls and holdings in the Charitable Trust – and see up close how they decide when, and if, to take action on stocks. Sign up 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.

The Iran war/Mideast tensions effect: Carl Quintanilla and Jim Cramer discussed stocks down sharply and oil prices spiking on a day which saw Brent crude briefly top $100/barrel — the International Energy Agency said the world is facing the “largest supply disruption in the history of the global oil market.” In a CNBC Exclusive, Seema Mody and the anchors interviewed Palantir CEO Alex Karp about the Iran war, defense technology and the company's AI strategy.  Also in focus: Cramer's message on private credit and beaten-down shares of alternative asset managers, Oracle and Atlassian job cuts, Dollar General under pressure, reaction to Dick's Sporting Goods' earnings and guidance, Petco soars.   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.

The Iran war/Mideast tensions effect: Carl Quintanilla and Jim Cramer discussed stocks down sharply and oil prices spiking on a day which saw Brent crude briefly top $100/barrel — the International Energy Agency said the world is facing the “largest supply disruption in the history of the global oil market.” In a CNBC Exclusive, Seema Mody and the anchors interviewed Palantir CEO Alex Karp about the Iran war, defense technology and the company's AI strategy.  Also in focus: Cramer's message on private credit and beaten-down shares of alternative asset managers, Oracle and Atlassian job cuts, Dollar General under pressure, reaction to Dick's Sporting Goods' earnings and guidance, Petco soars.   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.

Cramer says this cybersecurity stock should be up ‘far more.’ Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market’s biggest headlines, analyst calls and holdings in the Charitable Trust – and see up close how they decide when, and if, to take action on stocks. Sign up 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.

Carl Quintanilla, Sara Eisen, and Michael Santoli began the hour with a look at this morning's inflation report, and breaking headlines on the energy front. Longtime market veteran Chris Verrone discussed the market implications of it all - before the team dove into more on oil with one guest arguing we're seeing a "nightmare scenario" play out. Plus: hear Council on Foreign Relations President Emeritus Richard Haass give his take on what's needed for the Iran war to an end.   Also in focus: Oracle shares popping in the early trade after a strong report - Citi's Co-Head of Research broke down the numbers, and why he's raising his price targets here... and more on one bank's decision to rein in private credit lending, and mark down software portfolios.    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.

Carl Quintanilla and Jim Cramer delved into two big stories of importance to investors and consumers: With the Iran conflict sparking energy market volatility, the price of crude rose despite reports of International Energy Agency plans for a record release of oil from its strategic reserves. February CPI showed consumer inflation up 2.4% from a year ago — but the data had been collected prior to the Iran war. Oracle shares surged on a Q3 beat and raised revenue guidance. The anchors explored what it all means for the AI trade and the software "SaaS-pocalypse." Also in focus: Nvidia to invest $2 billion in Nebius, JPMorgan Chase limits private credit lending, Microsoft backs Anthropic's lawsuit against the Pentagon, Campbell's in the soup.   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.

Cramer tells investors buying these two megacap tech stocks is ‘very right.’ Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market’s biggest headlines, analyst calls and holdings in the Charitable Trust – and see up close how they decide when, and if, to take action on stocks. Sign up 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.

Oil prices plunging as the President signals a potential end to the conflict in Iran and news from the IEA... Evercore's Krishna Guha broke down how to trade it with anchors Carl Quintanilla, Sara Eisen, and Michael Santoli. Plus: why longtime tech investor Ben Reitzes says to not trust software stocks as they see pressure in the early trade... and more on what to do with Oracle ahead of results tonight.    Also in focus: a read from the ground on what a closed Strait of Hormuz means for the global economy with the CEO of logistics company Flexport. 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.

Carl Quintanilla and Jim Cramer explored the moves in stocks and crude oil after Monday's volatile session, which saw the Dow finish higher after a 1,100-point swing — and WTI Crude fall sharply after surging close to $120/barrel. The anchors reacted to the catalyst: President Trump said the Iran war could end "very soon." The AI trade also in the spotlight as Wall Street braces for Oracle's quarterly results due out after Tuesday's close of trading. Also in focus: Anthropic sues the Pentagon, Amazon's bond sale, assessing the rough trade for alternate asset managers and software providers, The 17th anniversary of the "Haines Bottom" — and how high stocks have soared since the late Mark Haines' market call.   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.

Cramer says this company has a terrific story with its sold out products. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market’s biggest headlines, analyst calls and holdings in the Charitable Trust – and see up close how they decide when, and if, to take action on stocks. Sign up 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.

Carl Quintanilla, Sara Eisen, and Michael Santoli kicked off the hour with a look at the latest market moves tied to Iran - at home and abroad - before RBC's Equity Strategy head gave her take on how to navigate the volatility. Plus: what an ongoing conflict means for emerging markets - and energy prices - with longtime veteran investors in their fields (Tortoise's Rob Thummel & Rockefeller's Ruchir Sharma)... along with a look at the tools still left for the Trump Administration to pull as consumers feel pain at the pump... Former Commerce Secretary Gina Raimondo gave her take - fresh off an op-ed in the New York Times with a stark warning around AI.   Also in focus: how a DHS shutdown is causing extra pain for plane travel... and more on the news sending $HIMS shares surging.  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.

With the Iran war into its tenth day, Carl Quintanilla and Jim Cramer discussed a rough start to the week for stocks, with WTI Crude surging past $100/barrel for the first time since 2022. The anchors discussed navigating the markets in the wake of Middle East tensions, along with the spike in gasoline prices and how high they could go. Also in focus: President Trump's message on the oil price surge, credit concerns hit SoftBank shares, market bright spots, Oracle leads this week's earnings calendar, Hims & Hers soars on its agreement with Novo Nordisk.   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.

The second hour of CNBC’s "Squawk on the Street" with Carl Quintanilla and Sara Eisen is broadcast each weekday from the floor of the New York Stock Exchange, 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.

Cramer tells investors he would buy this financial stock if he could. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market’s biggest headlines, analyst calls and holdings in the Charitable Trust – and see up close how they decide when, and if, to take action on stocks. Sign up 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.

Carl Quintanilla and Jim Cramer covered the catalysts driving major selling on Wall Street: The February jobs report shows a loss of 92,000 jobs, Oil and gasoline prices extended their sharp gains in reaction to Middle East tensions, President Trump posted on Truth Social that there will be no deal with Iran except "unconditional surrender." The anchors interviewed National Economic Council Director Kevin Hassett about those issues and many more. Robinhood CEO Vlad Tenev joined Carl and Jim at Post 9 after ringing the NYSE opening bell. They discussed everything from the company's platinum card to the public debut of Robinhood Ventures Fund — which gives retail investors access to late-stage private companies.   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.

Cramer says this semiconductor company is an undervalued stock. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market’s biggest headlines, analyst calls and holdings in the Charitable Trust – and see up close how they decide when, and if, to take action on stocks. Sign up 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.

Carl Quintanilla, David Faber, and Sara Eisen broke down recent labor data - and what it could portend for a big Jobs report tomorrow - before Citi's U.S. Equity Strategist weighed in, and the team got breaking news on Iran. Software stocks staging a big rebound in the early trade as investors work through AI disruption fears - and the CEO of Salesforce pushes back on the 'SAASpocalypse'... Why he says the technology is a good thing for his company, and workers this hour - along with new comments from OpenAI CEO Sam Altman, live at Morgan Stanley's TMT conference.  Plus: Paramount Skydance Chairman & CEO David Ellison joined the team live from Los Angeles - in his first interview since prevailing in the battle for Warner Brothers Discovery... Hear his take on key hurdles ahead, why they paid top dollar to beat Netflix, and more.  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.

Carl Quintanilla, Jim Cramer and David Faber discussed stocks pulling back and oil continuing to rally as the Iran war enters day six. Broadcom shares jump on a Q1 earnings beat and a forecast of AI chip sales surpassing $100 billion in 2027. The anchors also reacted to published reports on tensions between the Pentagon and Anthropic, including CEO Dario Amodei's employee memo referencing the Trump Administration and slamming OpenAI CEO Sam Altman. Also in focus: What Berkshire Hathaway's new CEO Greg Abel told CNBC about resuming buybacks,  software stocks extend rebound, Nvidia CEO Jensen Huang on investing in OpenAI, BlackRock slashes another private credit loan to zero. 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.

Cramer says if you don’t own this stock, now is a good chance to invest. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market’s biggest headlines, analyst calls and holdings in the Charitable Trust – and see up close how they decide when, and if, to take action on stocks. Sign up 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.

Carl Quintanilla, David Faber, and Sara Eisen began the hour with a look at the big market moves you might have missed - before getting into JPMorgan Asset Management's playbook for the volatility. Plus: former Treasury Secretary and former U.S. Ambassador to Israel Jack Lew joined the team with his read on what's next in Iran, inflationary impacts, and why he says there's been a disregard for our constitutional process... while Senator John Fetterman took the other side - explaining this hour why he's an outspoken supporter of strikes.    Also in focus: wild swings in energy prices as Goldman raises their price forecasts - their Global Co-Head of Commodities broke down the move... And hear from the Chairman & CEO of Victory Capital - as they kick off a bidding war for Asset Manager Janus Henderson. 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.

One day after the Dow tumbled more than 1,200 points before closing down 400, Carl Quintanilla, Jim Cramer and Faber discussed stocks trying to bounce back from this week's heavy selling due to the Iran conflict — including the South Korean Kospi's record one-day decline of 12% in Wednesday's trading. You also have gasoline and diesel prices spiking this week amid Middle East tensions. Hear what Treasury Secretary Scott Bessent told CNBC about crude market supply. Also in focus: CrowdStrike's earnings beat, Blackstone President Jon Gray on private credit and "this disjointed environment," AI roundup — including why Bessent is slamming Anthropic for "very bad behavior."    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.

Carl Quintanilla, David Faber, and Sara Eisen kicked off the hour breaking down the tape with Senior Markets Commentator Michael Santoli - as stocks take a big leg lower in the early trade - before talking the road ahead in Iran with the Council For Foreign Relations President Emeritus, Richard Haass... and later in the hour: Department of Defense CTO Emil Michael. Another concern weighing on the markets? Private credit fears - as Blackstone makes headlines with record redemptions from one of its flagship funds. Hear COO Jon Gray pushback on the rumors - and discuss why he's still bullish on the space.    Also this hour: Target CEO Michael Fiddelke - live with Sara from their Minneapolis HQ as the stock gains on strong guidance, and the company kicks off its investor day. How he's dealing with the volatility in geopolitics, prices, tariff refunds, and more...  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.

Cramer says the Club bought a defensive growth stock and is ready to buy more. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market’s biggest headlines, analyst calls and holdings in the Charitable Trust – and see up close how they decide when, and if, to take action on stocks. Sign up 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.

Carl Quintanilla, Jim Cramer and David Faber discussed what investors should make of stock markets tumbling worldwide — and oil prices extending Monday's big rally -- on fears of a prolonged Middle East conflict, with the Iran war now in its fourth day. Private credit concerns also in the mix: Shares of alternative asset managers under pressure after Blackstone said its flagship private credit fund was hit by a surge in redemptions. Also in focus: More woes for software as MongoDB plunges, what JPMorgan Chase CEO Jamie Dimon told CNBC about the Iran conflict and inflation, travel stocks extend losses, the deal that sent one particular stock soaring by 60%, Best Buy and Target rise on earnings.   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.

Cramer breaks down the Club’s strategy as markets react to Iran strikes. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market’s biggest headlines, analyst calls and holdings in the Charitable Trust – and see up close how they decide when, and if, to take action on stocks. Sign up 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.

This hour: Full coverage of the war in Iran by Carl Quintanilla, Sara Eisen, and David Faber - and the impact on global markets with a great line-up of experts. Hear from CNBC's own Michael Santoli and Rick Santelli... alongside Ian Bremmer from Eurasia Group, former Defense Secretary Mark Esper, market veteran Richard Bernstein, and Former Israel Ambassador to the U.S. Michael Oren.    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.

Carl Quintanilla, Jim Cramer and David Faber kicked off a new week of trading as U.S. and Israel attacks on Iran entered a third day. The widening Middle East conflict sent oil prices and defense stocks sharply higher — while travel companies and other groups saw their shares take a hit. Hear what Cramer said about navigating this market environment. Also in focus:  Private credit woes and AI fears, gold and bitcoin rise, February's stock winners and losers, what former Goldman Sachs CEO Lloyd Blankfein told CNBC about the markets.   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.

A huge morning for AI and the tech trade: Carl Quintanilla, Leslie Picker, and David Faber kicked off the hour with fresh news out of OpenAI - closing a $110 billion funding round in the largest private tech financing on record. HSBC'S Chief Multi-Asset Strategist joined the team with his tech playbook - before later on, longtime industry investor Dan Niles gave his take on the headlines and the stocks he would be buying here. Plus: 2 software CEOs joined the team to breakdown earnings from their companies - and very different stock reactions... Zscaler's CEO Jay Chaudhry, along with Autodesk CEO Andrew Anagnost.  Elsewhere this hour: Paramount winning the war for Warner Brothers Discovery - but what comes next? David brought the latest headlines and color... Plus, the news hitting Financial stocks in the early trade. 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.

On a busy final trading day of February, Carl Quintanilla, Jim Cramer discussed market reaction to key wholesale inflation data: Stocks under pressure after the January Producer Price Index came in hotter than expected. OpenAI raised $110 billion in new funding, including investments from SoftBank, Nvidia and Amazon — valuing the maker of ChatGPT at $730 billion. Hear what OpenAI CEO Sam Altman and Amazon CEO Andy Jassy told CNBC about their strategic partnership. CoreWeave CEO Mike Intrator joined the anchors at Post 9 to discuss AI and the company's quarterly results that sent the stock lower by double digits. Also in focus: Paramount wins the bidding war for Warner Bros. Discovery, Block shares surge as the fintech firm slashes its workforce. 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.

Carl Quintanilla, Michael Santoli, and David Faber kicked off the hour with a deep dive on the story of the day: Nvidia earnings, as shares turned lower despite a big beat. Truist CIO Keith Lerner discussed the high bar for investors - and dueling dynamics between software and the semis, before the team broke down the state of the Big Tech trade with one analyst who's still bullish on Nvidia here.  Also in focus: the view from the C-Suite... Hear the CEO of IMAX talk the company's record earnings - and who he thinks should acquire Warner Brothers Discovery... Along with the CEO of Zoom - fresh off results hitting shares double digits.  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.

Cramer says the best time to buy this tech stock is at the end of the trading day. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market’s biggest headlines, analyst calls and holdings in the Charitable Trust – and see up close how they decide when, and if, to take action on stocks. Sign up 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.

Carl Quintanilla, Jim Cramer and David Faber delved into Nvidia's blowout quarter and upbeat guidance fueled by the AI boom — plus why the stock swung into negative territory at the opening bell. It was a different story for Salesforce, which posted better-than-expected Q4 results and erased its pre-market losses at the open. The CEOs of both companies spoke to CNBC: Nvidia's Jensen Huang on what the market got "wrong" — and Salesforce's Marc Benioff on the "SaaS-pocalypse" that has sent shares of the company and its software rivals tumbling. Also in focus: Snowflake heats up, the earnings chapter in the battle for Warner Bros. Discovery, the automaker that posted its first-ever annual loss, robots in China. 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.

Cramer says this retail giant is head and shoulders above the competition. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market’s biggest headlines, analyst calls and holdings in the Charitable Trust – and see up close how they decide when, and if, to take action on stocks. Sign up 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.

Carl Quintanilla, Sara Eisen, and David Faber kicked off the hour with some alternative data points around AI disruption fears - before breaking down where Piper Sandler thinks you should put money to work with their Chief Strategist. Plus: Wall Street takeaways from last night's State of the Union Address with Raymond James' policy head... and more on how to trade Nvidia ahead of results tonight.    Also in focus: a morning of huge movers in the spanning earnings and media news... What NFL negotiations have to do with it - along with the latest developments in the fate for Warner Brothers Discovery, including details on Paramount's newest offer... And hear a read on EV demand with the interim CEO of Lucid - who joined the team fresh off quarterly results there.    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.

Carl Quintanilla, Jim Cramer and David Faber covered all of the bases on the AI trade: A preview of Nvidia's much-anticipated earnings due out after Wednesday's close of trading,  President Trump's State of the Union message to big tech about data centers and power plants, what Anthropic CEO Dario Amodei said on a podcast about AI risks.  Also in focus: The ball in Netflix's court after Paramount's sweetened offer to acquire Warner Bros. Discovery, billionaire investor David Tepper sends a scathing letter to Whirlpool, Workday shares extend their decline, Oracle gets upgraded, Cava soars while drinks giant Diageo tumbles, Lowe's falls as "uncertainty" overshadows an earnings beat.   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.

Cramer says this stock has almost no competition. This episode contains a preview of exclusive content from the members-only CNBC Investing Club morning meeting. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market’s biggest headlines, analyst calls and holdings in the Charitable Trust – and see up close how they decide when, and if, to take action on stocks. Sign up 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.

The second hour of CNBC’s "Squawk on the Street" with Carl Quintanilla and Sara Eisen is broadcast each weekday from the floor of the New York Stock Exchange, 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.

Carl Quintanilla, Jim Cramer and David Faber explored what's next for the markets after Monday's sell-off, which was sparked by AI fears and tariff uncertainty. The anchors also delved into the conundrum surrounding the private credit markets — and reacted to what JPMorgan Chase CEO Jamie Dimon said about the risks. AMD shares surged on news of the company's multiyear AI chip agreement with Meta Platforms. AMD Chair & CEO Lisa Su joined the program exclusively to talk about the deal. Also in focus: Home Depot's earnings beat, Anthropic announces new AI tools, State of the Union speech countdown, Warner Bros. Discovery says it is reviewing Paramount Skydance's new takeover offer.    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.

Cramer says this is a good fundamental stock despite its recent downturn. This episode contains a preview of exclusive content from the members-only CNBC Investing Club morning meeting. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market’s biggest headlines, analyst calls and holdings in the Charitable Trust – and see up close how they decide when, and if, to take action on stocks. Sign up 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.

Carl Quintanilla, Sara Eisen, and David Faber kicked off a snowy morning with a look at the broader markets, and where tariff rates stand - as stocks take a leg lower following last week's SCOTUS decision. Charles Schwab's Chief Strategist Liz Ann Sonders joined the team with more on what it all means for stocks - before longtime geopolitical expert Ian Bremmer from Eurasia group gave his take on the impact for already-made trade deals. Plus: the 130 billion dollar question... Who will get a tariff refund? Hear a read from the ground with the CEO of Flexport - whose new 'refund calculator' is already getting use from Fortune 500 companies.  Around the edges: details on the trial results hitting Novo Nordisk shares, and the latest on media names as President Trump threatens Netflix over a board member's political comments.  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.

Entering the final trading week of February, Carl Quintanilla, Jim Cramer and David Faber explored what's at stake for the markets, especially after Friday's Supreme Court ruling that struck down many of President Trump's reciprocal tariffs — and the president responding with plans to raise global tariffs by 15%. Shares of Novo Nordisk tumbled: Trial results show its next-generation obesity treatment was less effective than the Eli Lilly drug marketed as Zepbound and Mounjaro. Also in focus: The winter storm blasting the Northeast results in more than 10,000 flight cancellations, Alphabet upgraded, software stocks downgraded, AI roundup, Netflix-Warner latest from Ted Sarandos to Susan Rice and Trump. 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.

The Supreme Court ruling 6-3 AGAINST President Trump's tariffs: Hear a jam-packed hour of analysis from Carl Quintanilla, Sara Eisen, and David Faber - spanning key takeaways, the market impact, what happens to any refunds, China's quiet win between the lines, and breakouts across retail, the autos, and even Apple... Plus Apollo's Chief Economist, Ariel Investment's Charles Bobrinskoy, and even a legal expert's take on the action. 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.

Cramer says this retail stock is a buy after SCOTUS strikes down President Trump’s tariffs. This episode contains a preview of exclusive content from the members-only CNBC Investing Club morning meeting. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market’s biggest headlines, analyst calls and holdings in the Charitable Trust – and see up close how they decide when, and if, to take action on stocks. Sign up 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.

Carl Quintanilla, Jim Cramer and David Faber reacted to a raft of economic data: Core PCE — the Fed's preferred inflation gauge — rose in December, while GDP showed much slower than expected economic growth in Q4. Private credit fears also in the spotlight: Blue Owl Co-President and Head of Credit Craig Packer joined the anchors at Post 9 for a wide-ranging and exclusive interview. Also in focus: CNBC has confirmed Nvidia is in talks to invest up to $30 billion in OpenAI as part of a funding round for the startup, Oil prices hit fresh six-month highs on U.S.-Iran tensions, bright spots Cramer sees in this market, Warner Bros. Discovery update, why one particular stock plummeted — down more than 48%. 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.

Cramer says this cybersecurity stock is the one to buy amid the AI sell-off. This episode contains a preview of exclusive content from the members-only CNBC Investing Club morning meeting. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market’s biggest headlines, analyst calls and holdings in the Charitable Trust – and see up close how they decide when, and if, to take action on stocks. Sign up 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.

Carl Quintanilla, Sara Eisen, and David Faber kicked off the hour with a slew of new data points investors should know: Jobless claims, Leading Indicators, Pending Home Sales and more... before Cantor Fitzgerald's Chief Equity Strategist gave his take on the action - and the team dove into a key AM report, Walmart earnings, with one of the street's top analysts. Plus: hear an exclusive with the CEO of Kraft Heinz - spanning their new turnaround plans, to why they paused a long-planned split.  Also in focus: energy prices... hitting new highs as U.S.-Iran tensions rise. Longtime geopolitical expert - and Council on Foreign Relations President Emeritus - Richard Haass joined the team with a look at what's at stake, and what could come next.    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.

Carl Quintanilla, Jim Cramer and David Faber discussed market reaction to Walmart's Q4 beat and what new CEO John Furner said on the earnings call about consumer spending. OpenAI CEO Sam Altman and Anthropic CEO Dario Amodei refused to hold hands during a group photo shoot with tech leaders at an AI summit in India. Both men spoke exclusively to CNBC: Altman on the U.S.-China AI arms race, Amodei on AI's effect on jobs. Also in focus: OpenAI's march toward a new $100 billion funding round, more pain for software stocks, Etsy jumps on the sale of second-hand fashion app Depop to eBay, Blue Owl slides on a report about redemptions, a flashback to what Jim said about Figma on the date of its stellar public debut in July 2025.   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.

Live from Mar-A-Lago at the World Liberty Forum: Sara Eisen — alongside David Faber and Carl Quintanilla, at the New York Stock Exchange — interviewed some of Wall Street's biggest newsmakers. This hour? Coinbase CEO Brian Armstrong, alongside pro-crypto Senator Bernie Moreno, talking regulation and whether there's more pain to come for Bitcoin... Plus: Eric and Donald Trump Jr. joined Sara for a wide-ranging deep-dive spanning crypto, conflict of interest concerns, prediction markets, and a whole lot more.  Elsewhere in the hour: hear a fresh read from the ground when it comes to AI demand with the CEO of Cadence Design (as shares pop on strong earnings)... and the details on Nvidia's new AI chip deal with Meta. 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.

Carl Quintanilla, Jim Cramer and David Faber explored Wednesday's gains in the tech sector, one day after the Nasdaq snapped a four-session losing streak and Amazon ended nine consecutive days of losses. Meta expands its deal with Nvidia to purchase millions of chips from the world's most valuable company. The anchors also discussed the latest on Anthropic and the most dominant AI titans. Also in focus: Microsoft as this year's worst performer among the Magnificent 7, Palo Alto Networks slides, what Netflix Co-CEO Ted Sarandos told CNBC about regulatory issues and the company's offer to buy Warner assets, Oil rises on U.S.-Iran tensions, "Faber Report" on MSG Sports exploring a split of its New York Knicks and Rangers businesses. 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.

Carl Quintanilla, Seema Mody, and David Faber broke down another morning of early pressure on the indices, with software stocks leading declines yet again. Hear market veteran Mohamed El-Erian's take on what he would do if he were a trader here - along with a deep-dive on how to 'AI-proof' your portfolio with one former Coatue director turned portfolio manager. Plus: If you can't beat them... Partner with them? Former Ford CEO Mark Fields joined the team to break down reports Ford is eyeing a possible joint venture with Chinese automakers... While David brought his own reporting around developments in the saga for Warner Bros. Discovery. 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.

Carl Quintanilla, David Faber and Michael Santoli led off the show with continuing weakness in tech, software and other sectors in wake of fears about AI. Warner Bros. Discovery says it will restart deal talks with Paramount Skydance despite urging shareholders to back Netflix's takeover offer. Ford refutes reports that it has asked the Trump Administration to allow Chinese EV technology into the U.S. — hear what Ford executives told CNBC about what the automaker is doing when it comes to joint ventures. Also in focus: Amazon's nine-session losing streak, Apple's podcast push, the stocks rising on activism moves, Danaher to buy Masimo in a $10 billion deal, why "The Late Show" host Stephen Colbert is slamming CBS. 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.

Carl Quintanilla, Courtney Reagan, and Michael Santoli capped off a big week of volatility and earnings with a panel of market veterans: Moody's Mark Zandi and former Leuthold Group CIO Jim Paulsen, before a deep-dive into 2 of the morning's biggest reports - Airbnb & Roku, with the CEOs of both companies. Hear how Roku is bullish on AI's opportunity to drive down costs - and why the CEO of Airbnb says his company's built to ride the disruption.  Plus: more on the day's biggest earnings reports - spanning Moderna's big earnings beat driving shares higher, to the tariff headwind slamming Pinterest shares.  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.

Carl Quintanilla, Scott Wapner and Michael Santoli led off the show with market reaction to January CPI: Consumer inflation was tamer-than-expected. The anchors drilled down on the stocks and sectors impacted by AI fears. In the mix after Thursday's tech sell-off: Weakness in shares of Apple and Amazon, Applied Materials surges on earnings thanks to the AI boom.Also in focus: A tale of two consumer sectors in February — staples surge while discretionary stocks slide, Rivian soars, the "surge in blowups," the "hedge America" trade, the anchors react to what Treasury Secretary Scott Bessent, Goldman Sachs CEO David Solomon and Airbnb CEO Brian Chesky told CNBC in eye-opening interviews. 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.

Carl Quintanilla, Sara Eisen, and David Faber kicked off the hour with a look at inflation - including a new alternative data source cited by the Treasury - ahead of tomorrow's CPI report. Citi Wealth's CIO joined the team with more on what it all could mean for markets, and possible rate cuts ahead... Before the team did a deep-dive on software: spanning the names worth buying here, according to a longtime veteran in the space (who's also in investor in Anthropic) - and what the AI buildout means for private credit as concerns grow over possible contagion risks... Goldman's Head of Corporate Credit is bullish as ever here. Plus: more on the day's biggest earnings reports - spanning exclusive commentary from the CFO of McDonalds, to what the street's saying about Cisco's numbers (as shares look for their worst day since April of last year).  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.

Carl Quintanilla, David Faber and Michael Santoli discussed the markets and sectors that are thriving in wake of the recent pullback in tech. Add commercial real estate stocks to the list of equities hit by AI fears. Shares of Cisco down sharply as guidance on soaring memory chip costs overshadowed a Q2 earnings beat. McDonalds posted better-than-expected quarterly results, citing its emphasis on value meals and affordability. The anchors reacted to the House's passage of a resolution to overturn President Trump's tariffs on Canada. Also in focus: What the CEO of FedEx told CNBC ahead of the company's investor day, AppLovin's earnings and the slump in software stocks, a $13.5 billion deal to create a transatlantic asset-management giant. 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.

January payrolls coming in FAR above expectations:Carl Quintanilla, Sara Eisen, and David Faber broke down the numbers, and got the White House's first reaction to the print with Counselor to the Treasury Joe Lavorgna - before later discussing what it means for the Fed with Goldman Sachs' Chief Economist Jan Hatzius. Plus - AI concerns have crushed software stocks year-to-date... Are contagion concerns overblown here? Hear Apollo Asset Management Co-President John Zito's read from the ground on how it could be an opportunity for private credit markets. Around the edges: Sara brought new behind-the-scenes reporting on Kraft Heinz's decision to pause their planned split; David gave his take on T-Mobile results; and the CEO of Robinhood joined the team for a wide-ranging interview spanning crypto, quarterly results, and even what he thinks of a California wealth tax.  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.

Carl Quintanilla, David Faber and Michael Santoli discussed the stronger-than-expected January jobs report — and what it could mean for Fed rate policy going forward.On the earnings front: Robinhood shares tumbled on weaker-than-expected crypto trading revenue, Mattel shares plunged on a quarterly miss and disappointing guidance, Shopify President Harley Finkelstein joined the program to talk about the e-commerce company's results and its outlook on AI growth. Also in focus: AI's impact on brokerage stocks, Elon Musk's comments on AI and jobs, Kraft Heinz pauses plans to split up the company, "Magnificent 7" movers, the FAA 's brief closure of El Paso, Texas airspace. 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.

A busy morning of when it comes to earnings:Carl Quintanilla, Sara Eisen, and David Faber kicked off the hour with two of them - Coca-Cola & Marriott... The CEOs of both companies joined the team with their read on the consumer, the numbers, and more. Plus: why Evercore still sees a higher S&P ahead - despite growing AI debt concerns - with the firm's Head of Equity Strategy. Also in focus: all the earnings names you should be watching here, from Astrazeneca to Datadog to Spotify - and David's new reporting on Paramount's enhanced offer to buy Warner Brothers Discovery.  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.

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.

The Dow rallies in early market trade, reversing direction to hit a new record high. Citi lays out where they think stocks go next. Then some new reporting by CNBC details OpenAI CEO Sam Altman’s rallying cry to employees as pressure mounts from Anthropic. And could a wave of anti-American sentiment hit the markets? Rockefeller’s Ruchir Sharma explains why it’s not likely. 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.

Stocks and crypto coming off another volatile week:Carl Quintanilla, Michael Santoli and David Faber kicked off the hour with a look at the state of the Big Tech trade - as value names like Caterpillar and Walmart power the Dow above 50k for the first time ever. Are AI capex plans still a huge risk for investors? The team discussed whether an early morning rebound for names like Oracle has legs here... and if there's more pain to come in the crypto space, with Bitcoin holding on above $65k. Plus: get a look at the staggering numbers around Super Bowl wagers - and what it could mean for gaming stocks.  Also in focus: the latest out of a growing battle over the future of weightloss drugs - as Novo Nordisk files a new lawsuit against Hims & Hers... and a deep dive on how AI's changing the game for one of America's oldest banks.  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.

Cramer says he wants investors to buy this megacap tech stock. This episode contains a preview of exclusive content from the members-only CNBC Investing Club morning meeting. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market’s biggest headlines, analyst calls and holdings in the Charitable Trust – and see up close how they decide when, and if, to take action on stocks. Sign up 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.

New numbers detail just how much big tech is planning to spend on capex this year. The street showing some concern with many of the Mag 7 names under pressure this week. We talk with one Wall Street analyst who lays out the bull case for Amazon. Plus, Elon Musk’s net worth surging past $850 billion. More details on that staggering wealth gain.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.

Amazon the latest big tech name to announce blockbuster AI spending plans:Carl Quintanilla, Jim Cramer and David Faber began the hour breaking down the news - along with mixed results from the name and how to trade them. With the NASDAQ on pace for its worst week since November, are there software names worth taking a look at here? The team discussed Cramer's predictions when it comes to long-term winners and losers here, along with what comes next for the broader markets after this week's volatility... and Bitcoin.  Plus: Affirm CEO Max Levchin joined the broadcast to breakdown new numbers from the company - and the team broke down other key movers of the early trade, from Stellantis to Reddit to Strategy.   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.

Cramer explains why the Club is selling some shares in this materials company after a 38% rally. This episode contains a preview of exclusive content from the members-only CNBC Investing Club morning meeting. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market’s biggest headlines, analyst calls and holdings in the Charitable Trust – and see up close how they decide when, and if, to take action on stocks. Sign up here: cnbc.com/morningtakeCNBC 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.

Attorney to Elon Musk Jay-Z and other stars, Alex Spiro joins the show. Representing a host of clients pushing back against a California wealth tax. Then the street reacts to Alphabet results and its planned AI spending. Jefferies lays out the bull case. Plus the CEO of Hershey breaks down earnings and the impact of tariffs and the cost of goods on business.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.

Carl Quintanilla, Jim Cramer and David Faber kicked off the hour with a look at new numbers out of Google parent Alphabet - as they project huge AI spending in 2026 that could top $185B in 2026. Plus: hear what part of tech Cramer's calling a "winner take all" market - and the stocks he's calling a buy here... Along with a deep-dive on the chips: as memory shortage concerns hit shares of Qualcomm, and Arm CEO Rene Haas joins the team to breakdown new numbers from his company.  Around the edges: the anchors broke down new comments from the President around possible rate cuts ahead, Estée Lauder's tariff warning sending shares slumping, and Bitcoin's fresh move lower.  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.

AMD shares fall on weaker than expected guidance. One of wall street’s top chip analysts, Bernstein’s Stacy Rasgon, helps lay out where the stock could go next. Then Treasury Secretary Scott Bessent testifies on Capitol Hill, taking questions from the House Financial Services Committee. Including a heated back and forth with ranking member Rep. Maxine Waters. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Cramer says this pharmaceutical giant is ‘so far ahead’ of its peers in drug trials. This episode contains a preview of exclusive content from the members-only CNBC Investing Club morning meeting. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market’s biggest headlines, analyst calls and holdings in the Charitable Trust – and see up close how they decide when, and if, to take action on stocks. Sign up 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.

Another day of early software stock declines:Carl Quintanilla, Jim Cramer and David Faber broke down the biggest moves - and names Jim thinks are worth buying the dip for. Chips in focus after a wide-ranging interview with Nvidia CEO Jensen Huang on Mad Money overnight - who shot down rumors of strain in their OpenAI partnership - along with AMD earnings... Hear AMD CEO Lisa Su herself breakdown the numbers and where she sees growth ahead.  Plus: the team also discussed how to trade some of the morning's biggest earnings reports - from Chipotle to Eli Lilly to Uber.  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.

Cramer says this cybersecurity stock will be a great buy despite the pullback. This episode contains a preview of exclusive content from the members-only CNBC Investing Club morning meeting. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market’s biggest headlines, analyst calls and holdings in the Charitable Trust – and see up close how they decide when, and if, to take action on stocks. Sign up here: cnbc.com/morningtakeCNBC 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.

The CEO of Pepsi joins the show, first on CNBC. Reacting to earnings and giving his outlook for the consumer. Also weighing in on how immigration enforcement is impacting sales. Plus, PayPal stock getting crushed after disappointing earnings and the announcement of a new CEO. More on that turn-around effort. Then, many names in the private credit sector under pressure, we’ll tell you why and the reason it’s potentially spooking the entire market. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, Jim Cramer and David Faber kicked off the show with news out of Disney: naming its Parks boss, Josh D'Amaro, as its new CEO. Disney Chairman James Gorman joined the team to discuss the news - and what comes next for the media giant. Plus: David brought his own reporting around news Elon Musk's rocket company SpaceX is acquiring his AI company xAI, in what would be the largest M&A deal in history. Around the bells - the anchors discussed how to trade another busy morning of earnings, spanning Palantir's earnings beat, Pepsico price cuts, and even C-suite changes at Paypal and HP Inc.  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.

Cramer breaks down why this tech giant is ‘such a winner.’ This episode contains a preview of exclusive content from the members-only CNBC Investing Club morning meeting. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market’s biggest headlines, analyst calls and holdings in the Charitable Trust – and see up close how they decide when, and if, to take action on stocks. Sign up 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.

The second hour of CNBC’s "Squawk on the Street" with Carl Quintanilla and Sara Eisen is broadcast each weekday from the floor of the New York Stock Exchange, 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.

Carl Quintanilla, Jim Cramer and David Faber kicked off the show with a look at tech's biggest stories of the morning: from a new equity raise out of Oracle to Nvidia reportedly getting cold feet around their OpenAI commitments... The anchors also hit some of the morning's biggest movers - from Gold to Bitcoin to Disney, as shares of the latter name fall despite solid results. Plus: are health insurers worth taking a look at here? Hear Jim's take on Humana, as Morgan Stanley downgrades the name this morning... and David Faber's latest reporting on news out of Warner Bros. Discovery. 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.

Cramer says this tech giant’s stock ‘should be bought’ post-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.

President Trump finally announcing his pick for Fed chair: Kevin Warsh. Carl Quintanilla, Sara Eisen, and David Faber are all over the news this hour - with a deep-dive spanning his public comments as Fed governor back in 2008, to more on what it means for stocks with Apollo Global's Chief Economist. Plus: 2 Wall Street veterans who have worked with Warsh also gave their take - before the team caught up with one guest who was even seen as a front-runner in the race previously, NEC Director Kevin Hassett. Also in focus: what's driving Sandisk shares surging, Chevron's CEO on the company's fate in Venezuela, and why Apple shares are falling post-results despite strong iPhone sales.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.

Carl Quintanilla, Jim Cramer and David Faber led off the show with a long-awaited decision from President Trump: He named Fed governor Kevin Warsh as his pick to succeed Jerome Powell as Fed chair. The anchors explored market reaction to the news, as well as what a Warsh-led Fed could mean for rate policy and investors. Apple shares failed to get a lift despite a Q1 earnings beat and strong iPhone sales. Hear what Jim had to say about investing in Apple now. Chevron CEO Mike Wirth joined the program to discuss the energy giant's better-than-expected quarterly results and reviving oil production in Venezuela.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.

Cramer explains why this tech giant’s stock rose post-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.

Tech the story of the day with key reports out of: Meta, Microsoft, Tesla, & IBM... Carl Quintanilla, Sara Eisen, and David Faber broke down all 4 reports - with key color this hour from some of the street's top analysts, a former Tesla Board Member, and even the CEO of IBM himself. Plus: stocks selling off as the first hour of trading rolled along - the key movers to watch, what's driving declines in software, and more with CFRA's Chief Investment Strategist. 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.

Carl Quintanilla, Jim Cramer and David Faber engaged in a wide-raging discussion about better-than-expected quarterly results from "Magnificent 7" tech giants Meta Platforms, Tesla and Microsoft. Shares of Meta surged as its plans for AI overshadowed concerns about a boost in capex. Tesla also saw its shares rise: The anchors reacted to the electric vehicle maker's decision to shelve the "Model S" and "Model X" — and shift toward producing robots. Microsoft shares tumbled on slowing cloud growth and a boost in AI spending. Honeywell CEO Vimal Kapur joined the program to discuss earnings, AI and the company's spin-off strategy. Also in focus: IBM and Caterpillar among the earnings winners, gold and silver hit new all-time highs.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.

A big day in Washington D.C. as the Treasury Department hosts its "Trump Accounts Summit"... Where the President is slated to speak later this morning. Sara Eisen is live on the scene this hour - alongside David Faber and Carl Quintanilla at the New York Stock Exchange. Hear from the U.S. Treasury Secretary himself, Scott Bessent, in a wide-ranging deep-dive to start the hour - before Altimeter Capital Founder & OpenAI investor Brad Gerstner also joined the broadcast.     Plus: one longtime market veteran joined the team with his expectations around today's Fed decision - while David and Carl broke down today's biggest movers, from Softbank to AT&T.   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.

Cramer says don’t sell this coffee giant’s stock yet. 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.

Carl Quintanilla, Jim Cramer and David Faber discussed what to make of the S&P 500 hitting the 7,000 level for the first time. The broader market index was propelled past that milestone by the AI trade, as results from ASML helped to spark a jump in semiconductor stocks and tech overall.  The rally sets the stage for after-the-bell earnings from three of mega-tech's "Magnificent 7" — Microsoft, Meta and Tesla. The anchors also explored what to expect from Wednesday's Fed decision on rates and the path ahead for monetary policy. Also in focus: Amazon to cut 16,000 additional jobs, Starbucks among the earnings winners, sources tell David that SoftBank is close to investing an additional $30 billion in OpenAI, President Donald Trump's weaker dollar message, First Lady Melania Trump rings the opening bell at the NYSE.   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.

Cramer says don’t sell this stock because it could reach $200 per share. 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.

Carl Quintanilla, Sara Eisen, and David Faber kicked off the hour with a fresh debate around the latest trade headlines - before Apollo Chief Economist Torsten Slok broke down what it all means for stocks. At the bottom of the S&P? Health insurance stocks... sliding on a new medicare proposal out of the White House. Hear more from one analyst who says to buy the dip here. Also: a multitude of A.I. headlines - as one key CEO pens a fresh warning for humanity, Meta signs a new deal with Corning sending those shares surging, and investors eye Chinese competition (on the 1-year anniversary of the DeepSeek related sell-off). A.I. expert X. Eyeé joined the team with a deep-dive on all of it. 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.

Carl Quintanilla, Jim Cramer and David faber explored the sell-off in UnitedHealth and other health insurance stocks, after the Trump Administration proposed Medicare Advantage rates for 2027 that are nearly flat.  Boeing CEO Kelly Ortberg joined the program to discuss the company's Q4 revenue beat and jump in airplane deliveries. General Motors shares get a lift on a Q4 earnings beat, upbeat profit guidance, a 20-percent dividend hike and declaration of a $6 billion stock buyback. Also in focus: More earnings winners and losers, Meta-Corning $6 billion fiber-optic cable/AI data center deal, Anthropic CEO's essay on the future of AI comes with a warning about the technology. 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.

The second hour of CNBC’s "Squawk on the Street" with Carl Quintanilla and Sara Eisen is broadcast each weekday from the floor of the New York Stock Exchange, 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.

Cramer says the drift out of these Wall Street darlings may be overdone. 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.

Carl Quintanilla, Jim Cramer and David Faber discussed the open letter from more than 60 CEOs of Minnesota-based companies including 3M, Target and UnitedHealth. It calls for state and federal officials to de-escalate tensions and work together in wake of the turmoil in Minneapolis — after federal immigration agents fatally shot a U.S. citizen for the second time this month. CoreWeave shares soared on news that Nvidia is investing $2 billion in the cloud computing firm -- as part of an extension of their AI partnership.  Nvidia CEO Jensen Huang and CoreWeave CEO Mike Intrator joined the program exclusively to talk about their companies' alliance and the AI landscape. Also in focus: Winter storm impact, four "Mag 7" companies lead this week's earnings parade, "Squawk on the Street" anchors ring the NYSE opening bell in celebration of the show's 20 years on CNBC.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.

Carl Quintanilla, Contessa Brewer, and Michael Santoli kicked off the hour with a look at the volatile week - before getting longtime market vet Jeremy Siegel's take on the action. Plus: tech in focus as Intel shares slump post-results, and software stocks continue to see scrutiny... Hear key analysis - and stock picks - around both stories this hour. Also in focus: the East Coast bracing for a massive winter storm over the weekend. What it means for energy - and how it could be a key test at the intersection of AI and travel.  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.

Cramer says he’s confident this financial stock can rise dramatically. 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.

Carl Quintanilla and Jim Cramer led off the show with AI trade. A lift for Nvidia shares: Officials in China reportedly told Alibaba and other tech giants in the country to prepare orders for Nvidia's H200 AI chips. On the flip side, Intel shares tumbled on disappointing guidance and supply constraints. How should you play what has been a red-hot semiconductors group? The anchors also discussed what to make of record highs for the Russell 2000, Dow Transports and precious metals. Natural gas prices surge and airlines cancel hundreds of flights — in preparation for a powerful winter storm set to impact much of the U.S. this weekend. Also in focus: President Trump sues JPMorgan Chase and its CEO Jamie Dimon, Capital One's CEO sounds off about capping credit card rates, Elon Musk's Davos message on self-driving cars, what GE Aerospace CEO Larry Culp told CNBC about the company's guidance.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.

Carl Quintanilla, Sara Eisen, and David Faber kicked off the hour with the latest on the geopolitical front out of Davos after a headline filled 24-hours. What investors should know - plus market takeaways with Allianz' Mohamed El-Erian. In Davos: Sara was able to sit down with the CEO of Dell, in a wide-ranging interview spanning his pledge to invest in America's children to A.I. impacts on the workforce... before later on checking in with the CEO of Scale A.I. - a start-up last valued at more than $29B when Meta took a stake in the summer... and then poached then-CEO Alexandr Wang. Plus: Elon Musk being interviewed at Davos during the hour by Blackrock's Larry Fink, and the team listened in live. 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.

Carl Quintanilla, Jim Cramer and David Faber explored stocks extending Wednesday's rebound rally, which was sparked by President Trump pulling back his threat to hike tariffs on European nations over Greenland — and saying the U.S. will not use military force to acquire the Danish territory. Hear what the president told CNBC at the World Economic Forum in Davos, Switzerland about the "framework for a future deal" regarding Greenland. Also out of Davos: JPMorgan Chase CEO Jamie Dimon on immigration, Wells Fargo CEO Charles Scharf's take on credit card rate caps and OpenAI Chairman Bret Taylor on AI bubble talk. Intel leads a red-hot January for semiconductors: The stock trading at a four-year high ahead of its after-the-bell earnings report. Also in focus: Earnings from Procter & Gamble and GE Aerospace, "Faber Report" on Paramount's offer for Warner Bros. Discovery.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.

Cramer says he would sell this financial stock if credit card rates are capped. 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.

Carl Quintanilla, Sara Eisen, and David Faber kicked off the hour with reaction to President Trump's latest remarks at Davos - as stocks jumped on new comments around Greenland. Citadel's Ken Griffin (at Davos for the first time in over a decade) gave his first reaction on the backside - along with his take on the macro, geopolitics and more. Plus: Sara also checked in with one of tech's biggest dealmakers in Davos - Thoma Bravo's Orlando Bravo - about why the recent software sell-off could be a buying opportunity.  Also in focus: the key movers of the day, from Netflix slumping post-results to big gains for the chips. What's driving those moves, this hour.  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.

President Donald Trump delivered a wide-ranging speech at the World Economic Forum in Davos, Switzerland. Stocks rose after the president said "I won't use force" to take over Greenland.  Trump's comment comes one day after a global market sell-off, sparked by his threat to raise tariffs on eight European nations who oppose a U.S. acquisition of Greenland. The president also spoke about issues including U.S. economic strength, housing in America, AI and Venezuela — along with some harsh words for Europe and NATO. Trump also engaged in a Q&A session.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.

Cramer says he wants to buy more of this tech giant’s stock prior to Thursday’s monthly meeting. 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.

Stocks under pressure but off the lows as the President dials up his rhetoric and tariff threats around Greenland: Sara Eisen, David Faber, and Michael Santoli kicked off the hour with the latest and a look at what's moving in early trading - before breaking down the macro with a number of high profile interviews, live from the World Economic Forum in Davos... Today: Citi CEO Jane Fraser, Oracle's Marc Benioff, and Micron CEO Sanjay Mehrohtra. Plus: the latest on Netflix's newest offer in its bid for Warner Brothers Discovery. 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.

David Faber and Jim Cramer kicked off the holiday-shortened trading week with the markets in sell-off mode — as President Trump ramps up his push to annex Greenland and threatens double-digit tariffs on eight European nations opposed to such a move. Jim explores how investors should navigate Tuesday's pullback. David breaks down Netflix's amended offer to acquire Warner Bros. Discovery's studio and streaming assets: It's now an all-cash deal. Hear what Treasury Secretary Scott Bessent told CNBC at the World Economic Forum in Davos, Switzerland — from his message to Europe on Greenland, to comments about Fed Chair Jerome Powell's plans to attend the Supreme Court hearing on the case involving Fed Governor Lisa Cook. Also in focus: AI news galore, Amazon CEO Andy Jassy in Davos on tariffs and the consumer, 3M shares fall despite an earnings beat. 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.

Cramer says this energy tech company’s stock deserves to be ‘radically higher.’ 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/morningtakeCNBC 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.

Sara Eisen & David Faber kicked off the hour with a look at consumer affordability ahead of some key White House events today around the topic - before breaking down the market picture with Trivariate's Adam Parker, along with one tech analyst who says investor sentiment hasn't been this negative on software in a decade.  Plus: alternative energy stocks jumping as a key group reportedly meets at the White House today to talk about AI power - hear the latest reporting, this hour... and a deep-dive on the Administration's newest push on auto affordability in a wide-ranging all-star interview you don't want to miss with Transportation Sec. Sean Duffy, the head of the EPA Lee Zeldin, and USTR's Jamieson Greer.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.

David Faber and Jim Cramer delved into the chip sector rally: The U.S. and Taiwan reached a trade agreement to build chips and chip factories on American soil in a $250 billion deal. Micron CEO Sanjay Mehrotra joined the program "First on CNBC" — and discussed breaking ground on a new chipmaking complex in upstate New York. Micron shares have more than tripled over the past twelve months. At an event in Washington, DC on Thursday, JPMorgan Chase CEO Jamie Dimon said he'd like to stay at his job for "at least" five more years — but was he joking? Also in focus: The S&P 500 moves closer to 7,000, Elon Musk-OpenAI trial, new developments in the battle for Warner Bros. Discovery.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.

Cramer says this investment firm’s CEO is as bullish as he’s ever been. 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/morningtakeCNBC 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.

Carl Quintanilla, Sara Eisen, & David Faber kicked off the hour with fresh jobs data boosting stocks - as tech stocks surge in early trading thanks to strong results out of the world's biggest semiconductor manufacturer. The team broke down both stories and their market impact with one longtime market veteran, before also diving into the banks this morning as Goldman Sachs and Morgan Stanley gain post-results. Also in focus: U.S.-Iran tensions simmering after new sanctions were announced during the hour - hear veteran energy expert Helima Croft's take on the action... and a deep-dive on what's next in the DOJ's Powell probe with former Treasury Secretary Jack Lew, who calls Fed independence "one of the underpinnings of our economy". 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.

Carl Quintanilla, Jim Cramer and David Faber led off the show with the rebound in tech, sparked by Taiwan Semiconductor posting a Q4 earnings beat and boosting capital spending guidance thanks to strong AI demand. President Trump clearing the way for Nvidia H200 chip sales to China also lifted sentiment. In a CNBC Exclusive, BlackRock CEO Larry Fink joined the anchors at Post 9 and talked about issues including the Fed, AI and investing in America. They also discussed BlackRock's earnings beat and record assets of more than $14 trillion. Also in focus: Goldman Sachs and Morgan Stanley are the last of the big banks to post earnings, oil prices fall on news involving Trump and Iran.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.

Carl Quintanilla, Sara Eisen, & David Faber kicked off the hour with a banks breakdown - including key commentary from executives - before breaking down a number of macro headlines (from Powell pressure to a possible SCOTUS tariffs decision) with former Cleveland Fed President Loretta Mester along with Raymond James' lead U.S. policy analyst. Plus: the value investing playbook with one longtime investor in the space - Oakmark's Bill Nygren... and the latest out of a congressional underway this hour to potentially ban stock trading by lawmakers. Also in focus: Tesla making a big shift when it comes to their Full Self Driving tech - what it means for consumers and shareholders... and a deep-dive on the key names getting hit by renewed scrutiny in China. 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.

On the second day of bank earnings, Carl Quintanilla, David Faber and Sara Eisen explored why shares of Bank of America, Wells Fargo and Citigroup fell in reaction to their respective quarterly results. The anchors discussed President Trump's latest criticism of Jerome Powell in wake of the Justice Department's criminal probe of the Fed chair. The November Producer Price Index came in hotter-than-expected year-on-year, but tamer than forecasts on a month-on-month basis. Also in focus: Trump speaks out on JPMorgan Chase CEO Jamie Dimon, sources tell David that Netflix is likely to make its deal to acquire Warner Bros. assets all-cash, weakness in software stocks, oil prices hit October highs as Trump considers ordering military strikes in Iran.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.

Carl Quintanilla, Sara Eisen, & David Faber kicked off a big morning on Wall Street with more fallout related to the DOJ-Powell probe, before hitting 2 other key stories of the day: consumer inflation & bank earnings. Evercore's Julian Emanuel and former Barclays CEO Bob Diamond joined the team to give their takes on the action.  Plus: Microsoft out with a new 5-part plan to reduce consumer impact from its growing energy, water, and land use tied to AI... President Brad Smith broke down the move and what comes next this hour.  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.

Carl Quintanilla, Jim Cramer and David Faber discussed the Justice Department's criminal probe into Federal Reserve Chair Jerome Powell — and how it's facing blowback from both sides of the aisle on Capitol Hill, as well as condemnation from central bankers around the globe. The anchors also discussed JPMorgan Chase's quarterly beat as the bank's results kick off earnings season. In a CNBC Exclusive at the J.P. Morgan Healthcare Conference in San Francisco, Jim interviewed Eli Lilly CEO David Ricks about obesity drugs and the company's growth into a $1 trillion pharma giant. Also in focus: December CPI holds steady at 2.7% year-on-year, Microsoft's new data center initiative to lower power costs.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.

Carl Quintanilla, Sara Eisen, & David Faber kicked off the hour with new comments from former Treasury Secretary Janet Yellen - not mincing words when it comes to a new DOJ probe targeting Fed Chair Powell - before breaking down the market impact with Truist Wealth's Chief Investing Officer. Plus: former CEA chair Jason Furman joined the team with his take on the action - fresh off a new joint statement with Yellen and other important officials - arguing these moves have highly negative consequences on inflation and the broader economy.  Elsewhere: hear about how the consumer's holding up with the CEO of Shopify - and the latest on media stocks as Paramount files a new lawsuit in its quest to own Warner Bros. Discovery. 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.

Carl Quintanilla, Jim Cramer and David faber led off the show with the "Sell America" trade amid worries about Fed independence: Fed Chair Jerome Powell said he is facing a Justice Department criminal probe regarding his Capitol Hill testimony about Fed building renovations. Powell added he believes the investigation is a pretext as part of President Trump's push for lower interest rates. The anchors also reacted to Trump threatening to sideline Exxon Mobil from Venezuela after its CEO Darren Woods said the country's oil market is "uninvestable."Jim discloses what Apple Services chief Eddy Cue told him about Google's Gemini AI. Also in focus: Meta picks a new president, Paramount files a lawsuit against Warner Bros. Discovery, Cramer discusses news coming out of the J.P. Morgan Healthcare Conference in San Francisco — and previews his upcoming CEO interviews from that event.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.

Cramer says this stock is his favorite name in retail. 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.

Carl Quintanilla, Sara Eisen, & David Faber kicked off the hour with a breakdown of December's full jobs report - before breaking down the numbers with an all-star lineup of market veterans, including Rockefeller's Ruchir Sharma and Goldman Sachs Chief Economist Jan Hatzius. Plus: SCOTUS not making a decision on President Trump's tariffs just yet - but Wolfe Research's Head of Policy joined the team with potential outcomes ahead of an official ruling. Also in focus: GM taking a multibillion-dollar charge tied to scrapped EV plans - the team talked fallout, and whether there's more pain ahead... Along with the latest from Washington ahead of a huge meeting at the White House with energy executives to talk the road ahead in Venezuela.  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.

Carl Quintanilla, Jim Cramer and David Faber led off the show with market reaction to the December employment report: Non-farm jobs growth came in lower than expected, up 50,000. The unemployment rate fell to 4.4%. National Economic Council Director Kevin Hassett joined the program with White House reaction to the results. The anchors and Hassett discussed him being in the running for Fed chair, the Supreme Court's upcoming decision on tariffs and what to expect from President Trump's Friday meeting with oil CEOs about reviving production in Venezuela. Also in focus: The stocks surging on Meta's nuclear deals, Amazon's pharmacy to offer Novo Nordisk's Wegovy pill.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.

Cramer says this retailer’s run higher isn’t done yet. 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.

Carl Quintanilla, Sara Eisen, & David Faber kicked off the hour with new jobs data - and the latest out of a busy 24 hours from the White House... including the President's latest comments moving defense, housing, and even auto stocks. One longtime market veteran gave her top picks for the volatility - while CNBC's Diana Olick talked fallout for the homebuilders. Plus: Eurasia Group's Ian Bremmer joined the team with his take on the U.S.'s next targets (and top risks) abroad.  Also in focus: UBS's healthcare playbook - as the group rallies to start the year to new highs... and details on CNBC's newest initiative: CNBC Cures.   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.

Carl Quintanilla, Jim Cramer and David Faber explored what to make of the rally in defense stocks such as Northrop Grumman — after President Trump called for a $1.5 trillion military budget for 2027. Breaking news from David on Paramount Skydance's response to Warner Bros. Discovery after WBD rejected its amended takeover offer. A mega-cap shift in big tech as Alphabet surpasses Apple to become the second-most valuable company. Also in focus: President Trump set to meet with oil company CEOs on Friday to discuss reviving the production of crude in Venezuela, Nvidia's H200 chips and China, Costco's sales beat, "Faber Report" on Elon Musk's lawsuit against OpenAI. 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.

Here’s how Cramer is thinking about 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/morningtakeCNBC 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.

Carl Quintanilla, Jim Cramer and David Faber drilled down on new record highs for the Dow and the S&P 500. Cramer outlined the stocks he believes are inexpensive in this market.Breaking News: Alaska Airlines buys 110 Boeing jets in what is the carrier's biggest aircraft order in its history. Warner Bros. Discovery rejects Paramount Skydance's amended takeover offer and urges shareholder to support Warner's deal with Netflix. Sources close to the White House tell CNBC that oil sales from Venezuela by the U.S. will continue indefinitely — and that U.S. sanctions against the South American nation will be reduced. Tech domination: Sandisk shares on fire, this month's top ten Nasdaq 100 stocks are all in the chip sector. 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.

Carl Quintanilla, Sara Eisen, & David Faber kicked off the hour with some reasons to be optimistic about markets and growth into 2026 - before breaking down the bear case with Cantor Fitzgerald's Chief Equity Strategist who's warning of a drawdown ahead. Plus: what comes next in Venezuela as the President says the U.S. could reimburse energy companies to rebuild there... with one expert who says that's no easy task - and UBS's top picks within the financials as the group kicks off 2026 with a big rally to fresh all-time highs.  Also in focus: the state of the AI race and how demand is holding up - with the CEO of AMD, who sat down with the team for a wide-ranging interview, live from one of tech's biggest conferences of the year. 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.

Cramer says this chipmaker is ‘still the king.’ 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/morningtakeCNBC 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.

Carl Quintanilla, Jim Cramer and David Faber led off the show with the Dow at a record closing high, fueled by a rally in banking and oil stocks. The blue-chip index ended Monday's trading session with its best "Santa Claus Rally" in four years. The anchors highlighted Dow components including Chevron, Caterpillar, Goldman Sachs and JPMorgan Chase. Nvidia in the spotlight one day after CEO Jensen Huang unveiled faster AI chips and robotics at CES in Las Vegas. Also in focus: Maduro/Venezuela/Trump developments after Monday's rally in oil stocks, Ford auto sales, chips on the rise, Apple shares under pressure, an investor builds a big stake in Under Armour, the latest on the battle for Warner Bros., Sandisk shares extend their parabolic run-up. 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.

Cramer cautions against energy stock speculation after Maduro arrest. 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.

Carl Quintanilla, Sara Eisen, & David Faber kicked off the hour with the latest on the breaking news of the day: Venezuela, moments before ousted leader Maduro is due to appear in a New York Court - with wide-ranging implications for global markets, the energy complex, and the geopolitical order.  Hear from a great lineup this hour: Rockefeller's Ruchir Sharma joined the team with a look at the market impact; Signum Global Advisors Founder Charles Myers - who's planning a trip to Venezuela with business leaders to explore investment prospects; and former Trump NSA head H.R. McMaster - with his take on what happens next in the country and beyond.  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.

Carl Quintanilla, Jim Cramer and David Faber led off the show with the U.S. strikes on Venezuela over the weekend, which resulted in the capture of that country's president Nicolas Maduro. His federal court hearing on drug and weapons charges is slated for Monday in New York. Oil stocks such as Chevron rallied on the prospect of U.S energy companies gaining access to Venezuela's oil reserves. Hear what Cramer is saying about the AI trade in 2026. At the Nasdaq, CNBC parent Versant Media rang the opening bell — celebrating its debut as an independent publicly traded company after being spun off by Comcast. Also in focus: The Dow's new record high, what to expect from Nvidia CEO Jensen Huang's news conference at CES. Disclosure: Versant is the parent company of CNBC.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.

The second hour of CNBC’s "Squawk on the Street" with Carl Quintanilla and Sara Eisen is broadcast each weekday from the floor of the New York Stock Exchange, 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.

David Faber and Sara Eisen kicked off the first trading day of 2026 by exploring what to expect from stocks in the new year. In 2025, the major indices posted another year of double-digit gains. The anchors and Phil LeBeau discussed Tesla delivery numbers down 16% for Q4 and in negative territory for a second consecutive year.  Mega-tech stocks such as Nvidia, Alphabet, Apple and Amazon began 2026 in rally mode. Jefferies chief strategist David Zervos offered his market and economic outlook for the new year. Mike Santoli broke down market momentum heading into 2026. Also in focus: Williams-Sonoma, RH and Wayfair rally after President Trump delays tariff hikes on furniture and kitchen cabinets.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.

The second hour of CNBC’s "Squawk on the Street" with Carl Quintanilla and Sara Eisen is broadcast each weekday from the floor of the New York Stock Exchange, 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.

David Faber and Sara Eisen wrapped with another year of double-digit gains for the stock market — and highlighted a number of names which more than doubled or tripled their returns in 2025. Lots to discuss on the AI front: What to expect from hyperscalers in the new year, news involving Nvidia and Taiwan Semiconductor — and why 2026 is a critical year for Apple. Former Federal Reserve vice chairman Alan Blinder joined the program to discuss what he's expecting from the Fed next year. Mike Santoli offered his perspective on this year's market trends. Also in focus: Warren Buffett's final day as Berkshire Hathaway CEO, Nike CEO Elliott Hill buys $1 million worth of company shares.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.

Sara Eisen and David Faber began the hour with a look at some defining economic charts of the year before breaking down the bull case for stocks with one longtime market veteran. Plus: Meta making a deeper push into AI agents with a new acquisition reportedly worth billions... hear key analysis from D.A. Davidson's Head of Internet Research - and the latest on Softbank fully funding its $40B commitment to OpenAI. Also in focus: Guggenheim's top retail picks for the new year - including some names you might not expect... Key details from fresh housing data just crossing... and a deep-dive on a new AI start-up hitting the restaurant scene. 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.

David Faber and Sara Eisen discussed precious metals rebounding from Monday's sell-off — which resulted in the worst day for silver in almost five years. AI in the spotlight: Sources told David that SoftBank has completed its $40 billion investment commitment to OpenAI. Meta has agreed to acquire Singapore-based AI startup Manus. The anchors reacted to President Trump's harsh words for Fed Chair Powell. 2026 outlook: Semiconductors and the AI trade, commercial real estate, media and the battle for Warner Bros. 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.

Sara Eisen, and David Faber began the hour with a look at the precious metals rally - and why it's tied to the debasement trade - before discussing the broader market outlook with Trivariate's Adam Parker. Plus: is it time to go from hardware to software? Hear one veteran tech investor's take on why 2026 will see "mindblowing" advancements in the latter sector - and what it means for stocks... and former DOJ antitrust watchdog Jonathan Kanter's opinion on whether Nvidia's GROQ deal is a new way for companies to avoid scrutiny from regulators. Also in focus: a high stakes meeting today between the President and Israeli Prime Minister Benjamin Netanyahu - the team discussed the latest and what's at stake with former Council on Foreign Relations head Richard Haass.  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.

David Faber and Sara Eisen kicked off the final trading week of 2025 with the precious metals rally taking a breather after silver topped $80 an ounce for the first time. Stocks also pulled back after the S&P 500 hit an all-time intraday high on Friday. Former Federal Reserve economist Claudia Sahm offered her 2026 outlook for the economy, inflation and the Fed. The anchors reacted to Lululemon founder Chip Wilson's decision to launch a proxy fight in an effort to shake up the company's board. Also in focus: Softbank ramps up its AI strategy with a $4 billion deal, the "Magnificent 7" gap that could widen in the new year, riding the financials rally into 2026.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.

The second hour of CNBC’s "Squawk on the Street" with Carl Quintanilla and Sara Eisen is broadcast each weekday from the floor of the New York Stock Exchange, 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.

Brian Sullivan, Morgan Brennan and Dominic Chu discussed fresh record highs for the S&P 500, sparking investor hopes for a "Santa Claus rally." Gold, silver and platinum also hit new all-time highs. David Faber outlined details of the story he broke shortly after the close of trading on Christmas Eve: Nvidia agreed to acquire assets from chip design startup Groq for $20 billion.  Elon Musk's Tesla and SpaceX in the spotlight -- a former Tesla board member shares his 2026 expectations for both companies. Also in focus: The stocks that have more than doubled and tripled returns this year, defense sector strength, the outlook for Lululemon and Nike shares after a rough 2025, Strategy goes defensive on bitcoin, tech's Christmas winners.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.

Wharton School Professor Jeremy Siegel reacts to this morning’s jobless claims number, plus lays out some under the radar risk to the market. Then Crypto’s latest lobbying effort isn’t such a new idea. A look at the industry’s push into hospitality. And a multi-billion-dollar deal in pharma. The outlook for M&A and some names to watch. 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.

On the final trading day before Christmas, Carl Quintanilla and Melissa Lee explored Wall Street hopes for a "Santa Claus rally" one day after the S&P 500 hit a new record high. Oakmark Funds' Bill Nygren shared his outlook for the markets, as well as his take on the battle for Warner Bros. Discovery. Harris Oakmark is WBD's fifth-largest shareholder. Retail veteran Jan Kniffen offered his perspective on stores and the consumer as the holiday shopping season hits the homestretch. Also in focus: Nike shares rise thanks to Apple CEO Tim Cook, the Nvidia connection to Intel shares falling, the financial sector's rally to all-time highs, President Trump expects rate cuts from a new Fed chair, gold's record run, what crypto and a dive bar have in common.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.

Cramer says this semiconductor giant ‘should not be down.’ 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.

The FDA approving the first GLP-1 pill for obesity from Wegovy maker Novo Nordisk. CNBC speaking with the CEO about expanding access and how the pill will increase the company’s competitive edge. Then, former U.K. Treasury Minister Jim O’Neill. His outlook for global markets. And President Trump saying “aggressive housing reform” is coming next year. UBS helps look at possible policy changes and the impact to stocks in the sector. 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.

Carl Quintanilla and Jim Cramer led off show with the weight loss drug wars: Shares of Novo Nordisk shares surged after the FDA approved the company's Wegovy pill — making it the first oral GLP-1 cleared by regulators for treatment of obesity. ServiceNow CEO Bill McDermott joined the program to discuss his company's deal to acquire cybersecurity startup Armis for $7.75 billion in cash. Hear what McDermott had to say about this year's slump in shares of ServiceNow and other software stocks. Also in focus: Q3 GDP shows 4.3% growth, the AI trade, countdown to Christmas and new data on holiday spending, Tesla gets a big price target boost on Wall Street, the stock that's getting a lift from President Trump's battleship announcement. 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.

Cramer says he doesn’t want to ‘chase’ this software 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.

A new report says Nvidia could start shipping its H200 chip to China as soon as February, but some major roadblocks remain. Then a top wall street analyst says there is an under-the-radar indicator when it comes to determining what retailers will outperform. Plus, companies prepare for a slew of new State AI laws set to go into effect on January 1st.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.

Carl Quintanilla and Jim Cramer kicked off the holiday-shortened trading week with breaking news from Jim: Nelson Peltz's Trian Partners and General Catalyst to take asset manager Janus Henderson private in an all-cash deal valued at $7.4 billion. David Faber broke down new developments in the battle for Warner Bros. Discovery: Paramount Skydance has amended its $30/share all-cash offer for the company — in response to WBD's concerns about the bid. Nvidia joins the tech rally on a report stating the company aims to start shipping its H200 chips to China by mid-February. Also in focus: Micron's red-hot runup, holiday shopping home stretch, President Trump's $2,000 tariff checks push. 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.

Stocks rose in early trading with AI-exposed names like Nvidia and Oracle getting a lift. Meera Pandit from J.P. Morgan Asset Management joins with her market take following new consumer sentiment and housing data. Apollo’s Torsten Slok talks about new headlines around the search for the next Fed chair, and new doubts around this week’s surprise inflation data. Plus, why one analyst says to buy the Nike dip, and The Wall Street Journal’s Joanna Stern talks about an AI experiment in her newsroom that devolved into chaos.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.

Cramer warns he doesn’t know enough to buy this semiconductor darling despite its cheap valuation. 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.

Carl Quintanilla, Jim Cramer and David Faber explored what to make of an earnings doubleheader: Nike shares tumbled as weak sales in China overshadowed a Q2 beat and strength in North America. What is the status of the company's turnaround plan? Shares of FedEx also down despite better-than-expected quarterly results. The anchors also discussed OpenAI reportedly kicking off a new fundraising round that could value the maker of ChatGPT by as much as $830 billion. Also in focus: Oracle shares in rally mode, Carnival surges on earnings, Fed governor Waller in the mix as President Trump narrows his search for a new Fed chair, what's triggering Bank of America's sell signal.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.

Cramer says this legacy tech company is a very strong stock at today’s levels. 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/morningtakeCNBC 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.

Stocks got a lift in early trading after a cooler-than-expected inflation print, though some on the street questioned certain parts of the data. Mona Mahajan from Edward Jones talks about how the data plays into her market thesis. Meantime Micron shares spiked on results, giving a lift to the whole AI trade. Susquehanna’s Mehdi Hosseini joins after raising his price target on the stock. Plus – Elliott Management takes a stake in Lululemon, Chipotle doubles down on meat, and Accenture’s CEO talks AI demand.  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.

Carl Quintanilla, Jim Cramer and David Faber discussed stocks rallying on the October and November CPI report. The inflation data — which had been delayed due to the government shutdown — came in tamer than expected. Micron shares surged and lifted the AI trade on the memory chipmaker's stronger-than-expect Q1 results and guidance. The anchors reacted to a report which says OpenAI discussed raising tens of billions of dollars at about a $750 billion valuation. Trump Media and Technology Group shares soared on news of its $6 billion deal to merge with fusion power company TAE Technologies. Also in focus: President Trump's primetime message on the Fed, Lululemon and activism, Cramer sounds off about "a sham." 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.

Cramer says this legacy technology company needs to save its balance sheet. 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.

Carl Quintanilla, Sara Eisen, and David Faber began the hour with the state of the race for the next Fed Chair following developments overnight - before getting into the market picture with Interactive Brokers' Chief Strategist Steve Sosnick. Plus: David brought the latest on Netflix's increasingly contentious bid for Warner Brothers Discovery, as the latter name tells shareholders to reject Paramount-Skydance's hostile bid... And the team caught up with 2 CEOs: Robinhood's Vlad Tenev, on the heels of the company jumping into betting markets - and later on, Oklo's Jacob DeWitte fresh off developments when it comes to new energy sources for the nuclear company. Also in focus: the fate of Oracle's newest data center - as talks with one key funder reportedly stall... And the latest from Washington amid a bipartisan battle over ACA subsidies. 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.

David Faber, Jim Cramer and Carl Quintanilla covered all the bases on the battle for Warner Bros. Discovery. The company urged its shareholders to reject Paramount Skydance's hostile takeover bid — and to back what it calls Netflix's "superior" offer for Warner studio and streaming assets. Hear what Netflix Co-CEO Greg Peters and Warner Bros. Discovery Board Chair Samuel Di Piazza told David about their companies' deal. The anchors also discussed where Oracle and Larry Ellison fit into the WBD saga. Also on the tech front: OpenAI-Amazon investment talks. Sara Eisen joined Carl, Jim and David to celebrate a special milestone: "Squawk on the Street" debuted at the NYSE 20 years ago this week. 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.

Cramer explains why the Club trimmed half its position in this retail 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.

Carl Quintanilla, Sara Eisen, and David Faber kicked off the hour talking jobs - with key pullouts and commentary from this morning's double report... Longtime market veteran Ed Yardeni weighed in on what it means for stocks into year-end, alongside JPMorgan Asset Management Chief Global Strategist David Kelly. Plus: Kraft Heinz announcing that former Kellanova CEO Steve Cahillane is becoming their new CEO ahead of their split... Cahillane joined the team to talk the news, the consumer, and more. Also in focus: details on the stealth IPO hitting markets tomorrow that could be the biggest of the year, what's driving Ford to reverse on EVs, and new numbers out of CNBC's latest All-America Survey when it comes to approval of the President...  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.

Carl Quintanilla, Jim Cramer and David Faber led off the show with market reaction to employment data that had been delayed due to the government shutdown. Job creation in November was stronger than expected, but the unemployment rate rose last month to 4.6%— and October payrolls showed a shedding of jobs. National Economic Council Director Kevin Hassett joined the program with White House reaction to the data. He and the anchors also discussed Hassett in the running to become Fed chair, Fed rate policy and inflation, growth prospects for 2026 and the AI boom. Also in focus: Ford's $19.5 billion hit and EV pullback, Pfizer full-year guidance disappoints, the AI trade and a flashback with CoreWeave's CEO, Comcast update. Disclosure: Comcast is the parent company of NBCUniversal, which owns CNBC. Versant would become the new parent company of CNBC upon Comcast’s planned spinoff of Versant. 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.

Cramer says this beaten down consumer staple may be the best in the Club’s portfolio. 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.

Carl Quintanilla, Sara Eisen, and David Faber kicked off the hour with new housing data and fresh developments in the race for the next Fed Chair - before breaking down one Chief Market Strategist's sky-high S&P price target into the year ahead. Plus: longtime market veteran Ruchir Sharma joined the team with what he calls "the 4 O's of a bubble" that are flashing warning signs right now... while Moody's Chief Economist Mark Zandi brought his expectations for tomorrow's blockbuster double jobs report.  Also in focus: a fresh read on the consumer out of CNBC's latest All-America Survey - hear the surprising results, this hour...  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.

Carl Quintanilla, Jim Cramer and David Faber set the stage for what is shaping up to be a busy final full trading week of 2025. Cramer explained why he believes the AI boom is "stunted" and many investors won't "touch" Nvidia stock. As some on Wall Street debate comparing AI mania to the dot-com bubble, the anchors explored the Magnificent 7 stocks that are underperforming the broader market. Also in focus: Bullish calls on the S&P 500, why Tesla shares are in rally mode, President Trump says the Fed should consult him about interest rate policy, "Kevins" in the mix to replace Fed Chair Powell, Goldman Sachs says "Sell" Texas Instruments.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.

A mixed session in early trading following record highs for the S&P 500 a day earlier. Adam Parker from Trivariate Research and Anastasia Amoroso from Partners Group join with their outlook for equities and private markets. Broadcom shares pulled back sharply despite upbeat results and bullish commentary around AI demand. Analyst Vijay Rakesh gives his take on the drop. Plus, why regional banks could be a good bet in 2026, high hopes for pot stocks, and details behind the CEO change at Lululemon. 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.

On a day in which the Dow and Russell 2000 hit fresh all-time highs, Carl Quintanilla and Jim Cramer also drilled down on continued weakness in the AI trade. Broadcom shares take a hit despite better-than-expected quarterly results. A shake-up at Lululemon: Shares of the athleisure retailer rally on news Calvin McDonald is stepping down as CEO. Chipotle CEO Scott Boatwright joined the program at Post 9 after ringing the opening bell at the NYSE. Hear what he had to say about the restaurant chain and the state of the consumer.Also in focus: Costco's beat, RH CEO Gary Friedman on tariffs and earnings, What OpenAI CEO Sam Altman told David Faber about Google Gemini AI.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.

Disney CEO Bob Iger and OpenAI CEO Sam Altman join David Faber exclusively to talk about a new content licensing and investment deal between the two companies. Plus, the latest on the Fed decision, Oracle’s big plunge, and media investor Mario Gabelli discusses the Warner Bros. Discovery saga.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.

Cramer highlights why this stock will go much higher if homes begin to change hands. 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.

David Faber led off the show with breaking news: Disney announced it will make a $1 billion investment in OpenAI — part of a three-year licensing agreement between the two companies. Hear what David, Jim Cramer and Carl Quintanilla had to say about it. The anchors also discussed Oracle shares tumbling on a revenue miss and raised capex guidance, reviving investor jitters about the level of AI spending. Also in focus: What's next for the Fed after Wednesday's rate cut, Time magazine's 2025 Person of the Year - "The Architects of AI" including Jensen Huang, Elon Musk and Mark Zuckerberg, Coca-Cola picks a new CEO, Cisco shares hit a new record high, "Faber Report" with an update on the Paramount-Netflix battle for Warner Bros. Discovery. 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.

Cramer says this energy stock is headed to $1,000 a share. 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.

Carl Quintanilla, Sara Eisen, and Michael Santoli kicked off the hour with a debate on where the Fed stands when it comes to a possible rate cut this afternoon - before former Fed Vice Chair and current Wharton Professor Alan Blinder gave his take. Plus: hear a wide-ranging interview with Ares CEO Michael Arougheti, spanning markets to what he calls a strong outlook for M&A...  Also in focus: the team checked in with the CEO of one company that just partnered with the Department of Defense to stop growing AI cyber threats - and got the latest from Washington as GOP members sound the alarm on Nvidia's China sales.  And last in the hour: catch an interview with the CEO of Magnum Ice Cream, talking demand and growth ahead on the heels of a new listing at the New York Stock Exchange. 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.

Carl Quintanilla and Jim Cramer set the stage for the Fed as it wraps up its final meeting of 2025: What's next for investors after Wednesday's interest rate decision and what is likely to be an eventful 2026 for the Fed. A CEO doubleheader at Post 9: GE Vernova CEO Scott Strazik joined the show to discuss energy, AI and guidance that sent the stock soaring — it's now up more than 380% since the company was spun off last year by General Electric. Southwest Airlines CEO Bob Jordan offered his take on holiday travel and the future for the carrier. Also in focus: President Trump's comments on affordability, Oracle earnings preview, what the CEOs of Marvell Technology and CVS Health told CNBC. 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.

Cramer says this stock’s reaction to entering a new market ‘shocks’ executives. 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.

Carl Quintanilla, Sara Eisen, and David Faber kicked off the hour with fresh jobs data just crossing - before getting into a growing number of comments around the high/low-income consumer. Bespoke's Paul Hickey pointing out some bullish historical trends into year-end, while Goldman's Head of Corporate Credit gave his predictions for rates as another FOMC meeting kicks off today. Plus: a volatile morning for Nvidia as the White House greenlights the sale of some chips to China... what you should know, what it means for shares, and key analysis from one sell-side analyst who calls the stock a buy here.  Also in focus: closing the wealth gap with a new tax... NY Congressman Dan Goldman joined Post 9 with more on his new bill to tax the ultrawealthy, while the team also took a look at Elon Musk's growing wealth tied to SpaceX - and why it could be a bad thing for Tesla shareholders.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.

David Faber, Jim Cramer and Carl Quintanilla led off the show with the latest on Paramount Skydance's hostile bid for Warner Bros. Discovery — plus reaction from Netflix in wake of the streaming giant's deal to acquire Warner Bros. assets. The anchors discussed President Trump's decision to allow Nvidia to sell its H200 chips to China — and what it means for the AI trade. Also in focus: OpenAI CEO Sam Altman's message to Jimmy Fallon on NBC's "The Tonight Show" about AI fears, What Walmart CEO Doug McMillon told CNBC about the state of the consumer, Home Depot falls on 2026 outlook, Fed rate decision one day away, PepsiCo and activism, Toll Brothers' earnings beat. Disclosure: Comcast is the parent company of NBCUniversal, which owns CNBC. Versant would become the new parent company of CNBC upon Comcast’s planned spinoff of Versant. 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.

David Faber, Sara Eisen, and Michael Santoli began the hour with breaking news on Netflix's deal for Warner Bros. Discovery - as Paramount Skydance makes a new hostile tender offer. Hear what CEO David Ellison had to say about what's at stake, and why they should be the buyer... Along with what the CEO of IMAX thinks of both offers. Plus: more on IBM's $11B bet on big data - CEO Arvind Krishna joined the team to talk about the company's new deal for Confluent.  Also in focus: A big decision on interest rates ahead. Sara broke down where the Fed stands on both sides of its mandate (employment & inflation) before Crossmark's Bob Doll gave his predictions. 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.

In a CNBC Exclusive: David Faber interviewed Paramount Skydance Chairman & CEO David Ellison, whose company announced a tender offer to acquire Warner Bros. Discovery for $30 per share in cash. The hostile offer comes after Netflix won a bidding war and agreed to buy Warner Bros. assets. Ellison explained why he believes Paramount's offer is superior to that of Netflix, better for WBD shareholders and Hollywood — and more likely to pass regulatory muster. He also sounded off about the WBD sale process. David, Sara Eisen and Michael Santoli discussed stocks' upward momentum ahead of this week's Fed rate decision. Also in focus: IBM's $11 billion deal to acquire Confluent, Morgan Stanley's new Tesla analyst downgrades the stock.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.

Carl Quintanilla, Sara Eisen, and Michael Santoli began the hour with a deluge of data: with PCE, Consumer Sentiment, Personal Savings and more crossing the wires. Bridgewater's former Chief Investment Strategist helped the team break it all down - before key analysis later on about what it all means for the Fed decision next week with Goldman Sach's Chief Economist. Plus: details on the deal rocking the media world today - Netflix buying Warner Brothers' film and steaming assets... Hear former DOJ Antitrust Chief Jonathan Kanter's take on whether the deal will pass regulatory scrutiny... and more on what it means for the film industry with the head of the world's largest movie theater trade group (who calls it an "unprecedented threat").  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.

Carl Quintanilla, David Faber, Sara Eisen and Michael Santoli covered all of the bases on a blockbuster deal: Netflix agreed to acquire Warner Bros. following the separation of Discovery Global. The cash and stock deal has an equity value of $72 billion. The bidding process also included Paramount Skydance and Comcast vying for Warner's assets. The anchors discussed the details of the deal and potential antitrust ramifications. A senior Trump Administration official told CNBC the White House's view of the Netflix-WB deal is "heavy skepticism." Also in focus: Key inflation data ahead of next week's Fed rate decision, market winners and losers, the sensation at Art Basel Miami: Robot dogs that look like Musk, Zuckerberg and Bezos.  Disclosure: Comcast is the parent company of NBCUniversal, which owns CNBC. Versant would become the new parent company of CNBC upon Comcast’s planned spinoff of Versant.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.

Cramer says this retail stock is ‘one of the greatest performers of all time’. 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.

Carl Quintanilla, Sara Eisen, and Michael Santoli kicked off the hour with new jobs data before Cantor Fitzgerald's Chief Macro Strategist gave his bull case for bonds, Bitcoin, and equities into year-end. Plus: one tech analyst gave his take on Meta's potential move away from the metaverse - sending shares soaring today - while Sara brought exclusive color from the CEO of PVH following new numbers there.  Also in focus: new headlines around the bids for Warner Brothers Discovery - including some potential Washington pushback... Former antitrust chief Jonathan Kanter joined the team with his take on things, and who he says would face the least hurdles. 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.

With the AI trade in the spotlight, Carl Quintanilla and Jim Cramer discussed Nvidia CEO Jensen Huang's Wednesday visit to Washington, DC — which included a meeting with President Trump. Hear what Huang said at a separate event about the U.S.-China battle over AI. The anchors reacted to Al bubble-related comments Anthropic CEO Dario Amodei made to Andrew Ross Sorkin at The New York Times DealBook Summit. David Faber called in with breaking news about the battle to acquire Warner Bros. Discovery — his sources say Netflix is the leading bidder. Meta shares rally: CEO Mark Zuckerberg reportedly plans deep cuts to the company's metaverse group. On the earnings front: Salesforce shares rise while Snowflake melts.  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.

Cramer says investors need to ‘hold their nose and buy’ this consumer product 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.

Carl Quintanilla, Sara Eisen, and Michael Santoli began the hour with new manufacturing data alongside a wide-ranging interview you don't want to miss: U.S. Commerce Secretary Howard Lutnick, talking everything from the jobs market to who he wants to see as the next Fed chair. Plus: Evercore's Vice Chairman Krishna Guha joined the team with his take on this morning's rough data - and what it means for a rate cut next week.  Also in focus: Microsoft shares falling on a bearish report around its AI software sales - but CNBC getting fresh news from the company pushing back. The details, this hour. 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.

Carl Quintanilla and Jim Cramer delved into the AI trade, including a development that helped to erase stock futures' gains before the open of trading: Shares of Microsoft fell after The Information reported the company was cutting software sales quotas tied to AI. With the Fed's next interest rate decision exactly one week away, ADP jobs data showed private payrolls unexpectedly declined in November. The anchors reacted to what Treasury Secretary Scott Bessent told Andrew Ross Sorkin about tariffs during an interview at The New York Times DealBook Summit. Also in focus: Bitcoin back above $93K, Google vs. OpenAI, Nvidia's CFO on the AI race, retail earnings roundup, Salesforce earnings preview. 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.

Carl Quintanilla, Sara Eisen, and Michael Santoli kicked off the hour with a check on how the consumer's held up this holiday season according to alternative data sources and earnings reports - before breaking down what it all means for stocks with Truist Wealth's Chief Investment Officer. Plus: is the Bitcoin bottom in? Or is there more pain to come - the CEO of crypto trading platform Bullish gave his take on the action... before the team turned to gold with TD's Global Head of Commodity Strategy, who argues there's better bets for the new year elsewhere.  Also in focus: Apple's AI shake-up, OpenAI's "Code Red", and Amazon's new AWS plans... The team discussed all 3 headlines, and what it means for shares alongside the broader markets. 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.

Cramer explains why investors need to own this social media giant ‘right now.’ 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/morningtakeCNBC 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.

Carl Quintanilla and Jim Cramer discussed stocks rebounding from Monday's losses and Bitcoin rising after its worst day since March. Hear what Cramer said about Strategy Executive Chairman Micheal Saylor — the company's stock is down more than 60% from its year high. On the AI trade, the anchors reacted to reports that OpenAI CEO Sam Altman is declaring a "code red" to improve ChatGPT in wake of heightened competition from Google's Gemini AI model. Also in focus: The news that caused shares of Nvidia to jump, Apple's AI shakeup, Amazon tests ultrafast delivery, Ford November auto sales, consumers and the new car sales slowdown, the jump in the 30-year bond yield and what's at stake for the housing market and homebuilders. 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.

Cramer tells investors to buy these stocks with an easing Federal Reserve. 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.

Carl Quintanilla, Sara Eisen, and Michael Santoli kicked off the hour with fresh data and a breakdown of what Black Friday's numbers are saying about the consumer... Plus: the market set-up into year-end with RBC's Head of U.S. Equity Research. Market veteran Ruchir Sharma also joined the broadcast with his take, and what he's calling a "once in a generation" market opportunity - before the team talked top holiday retail picks with one of the street's top analysts in the space. Also in focus: Details on Nvidia's new partnership with Synopsis sending those shares surging... The state of the race to buy Warner Bros. Discovery... And the Bitcoin breakdown as prices plunge in early trading.  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.

In a CNBC Exclusive, Carl Quintanilla and Jim Cramer engaged in a wide-raging discussion with Nvidia CEO Jensen Huang and Synopsys CEO Sassine Ghazi. Nvidia announced it is taking a $2 billion stake in the chip design software provider as part of a strategic computing and AI partnership. The anchors also explored what to expect from the markets in December — after a volatile November which saw AI jitters weigh on the Nasdaq, while the S&P 500 and the Dow extended their monthly win streaks to seven. Also in focus: The bitcoin slump effect, retail after the Thanksgiving holiday weekend, President Trump says he knows who he wants to succeed Jerome Powell as Federal Reserve Chair. 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.

Retail in focus as Black Friday gets underway: Carl Quintanilla, Sara Eisen, and David Faber spent the hour breaking down key trends, how demand's holding up, any tariff impacts and more with a number of sources across the retail landscape - including a live read from the ground at a mall in New Jersey, L.L. Bean's CEO, and an even more wide-ranging discussion with luxury mall operator Ray Washburne (who also talked energy, as Chairman of Sunoco's board). Plus: Apple inches from fresh all-time highs... hear one tech expert's take on what the holidays could mean for shares.  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.

Carl Quintanilla, David Faber and Sara Eisen led off the show with the resumption of stock futures trading — after it had been halted at the CME due to a data-center cooling issue which knocked out futures and options across markets. The anchors also explored what to make of November volatility and the AI trade on the final trading day of the month. Covering the bases on Black Friday: Adobe out with data forecasting record sales, action at the malls, the retailers best positioned for success, Apple's holiday game plan. 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.

Carl Quintanilla, Sara Eisen, and David Faber began the hour with key takeaways from the latest batch of earnings - before diving into the state of markets with former PIMCO CEO and longtime economist Mohamed El-Erian... Later on, Moody's Chief Economist Mark Zandi joined the team to break down what he's calling America's "affordability squeeze" - and the team discussed what's next in the tech trade (along with some top picks) with Evercore's Head of Internet Research.  Also in focus: Staggering numbers out of a new MIT study analyzing AI's impact on the jobs market - hear the details, this hour... Plus - the stock implications of new Medicare pricing, sending Novo Nordisk shares higher in the early trade. 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.

On the last trading day before Thanksgiving, the AI trade once again takes center stage. Carl Quintanilla, David Faber and Sara Eisen explored Alphabet nearing a $4 trillion valuation versus Nvidia's rough November. The anchors reacted to a note from HSBC — it says OpenAI might need to raise at least $207 billion in financing by 2030.Dell shares rose after its upbeat guidance overshadowed a revenue miss. Also in focus: Airlines and the Thanksgiving travel rush, Deere falls despite an earnings beat, the healthcare sector rally, bitcoin slump effect, Campbell's controversy, how AI is transforming the holiday season, Santa visits the NYSE ahead of Macy's Thanksgiving Day Parade. 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.

Cramer says it’s an interesting moment to buy this retail stock as the company resolves its inventory issues. 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.

Carl Quintanilla, Sara Eisen, and David Faber began the hour with fresh data and earnings commentary around the health of the consumer - before diving into the AI trade with a focus on Google. Hear one AI expert's take on the state of play - and who's winning the war so far. Plus: the Executive Chairman of Dick's Sporting Goods joined the team to breakdown earnings from the name - and a decision to close some Footlocker stores.  Also in focus: the TSA projecting a record breaking Thanksgiving travel week - the team sat down with the CEO of newly listed AeroMexico to talk demand, along with any possible shutdown hangover for the airlines.  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.

Carl Quintanilla, Jim Cramer and David Faber drilled down on the AI trade: Alphabet on the cusp of hitting a $4 trillion market cap for the first time — with Meta shares also moving higher. The parent of Facebook is reportedly considering using Google AI chips in its data centers. Nvidia shares fell sharply on that report. Hear what Cramer said about selling the stock now. Also in focus: What Treasury Secretary Scott Bessent told CNBC about the Fed, what's extending Oracle's stock slump, Kohl's soars as part of a retail earnings parade, reaction to September inflation and retail sales data released after being delayed due to the government shutdown.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.

Cramer says the market for this pharmaceutical company will be far bigger 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/morningtakeCNBC 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.

Carl Quintanilla, Sara Eisen, and David Faber kicked off the hour with a debate over the state of inflation - and what it means for the Fed - on the heels of new data out of NABE... with key analysis from Citi's U.S. Equity Strategist Scott Chronert soon thereafter. Plus: tech yet again the focus of early trading - the team started with breaking news out of Amazon when it comes to their satellite business, before also getting a breakdown of Elon Musk's AI chip ambitions (helping boost Tesla shares), and a deep-dive on Alphabet's big move higher to fresh record highs.  Also in focus: the state of the economy - and what a volatile government could mean for markets, in a wide-ranging and rare interview with former Treasury Secretary Jack Lew this hour.  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.

Carl Quintanilla, Jim Cramer and David Faber discuss what’s next for the AI trade after big tech comes off its worst week since April.Alphabet continues to be a bright spot, rallying to new record highs. Plus, the Rotation into Health Care. How to play this sector, as Lilly hits a major milestone that no other big pharma stock has ever hit before. We’ll also get you ready for key retail earnings this week, as the holiday shopping season gets underway.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.

Liberty Media Chairman John Malone sits down with CNBC’s David Faber before he steps down as chairman on January 1, 2026. In this wide ranging conversation, Malone discusses his career as detailed in his memoir, Born to Be Wired: Lessons from a Lifetime Transforming Television, Wiring America for the Internet, and Growing Formula One, Discovery, Sirius XM, and the Atlanta Braves. Plus, Malone gives his read on the current media landscape, antitrust questions raised around media deals, and more.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Cramer says investors want dividend-paying stocks ahead of a Fed rate cut. 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.

Stocks on pace for their worst month since March after Nvidia's turn lower yesterday hit the AI trade:Carl Quintanilla, Leslie Picker, and David Faber kicked off the hour with fresh consumer data before breaking down the broader market picture with Cantor Fitzgerald's Chief Equity Strategist - and then diving into Google's gains with longtime tech analyst Brent Thill from Jefferies (who argues the bull trend for big tech remains intact). Plus: Harris-Oakmark's Bill Nygren joined the team with his top picks amid the volatility, and some names he says the market has "left behind".  Also in focus: The bitcoin breakdown - as prices fall below $85k and touch their lowest levels since April... The team discussed whether prices are close to bottoming here with Bitwise CIO Matt Hougan, who manages more than $15B in funds.  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.

Carl Quintanilla, Jim Cramer and David Faber explored how investors should navigate this volatile market. AI valuation jitters sparked a Thursday sell-off — erasing a rally fueled by Nvidia's blowout quarter and upbeat guidance. Stocks moved higher after New York Fed President John Williams said he sees room for a near-term interest rate cut. You'll want to hear Cramer's reaction to Williams' comments. Bitcoin fell below $82,000, putting it on track for its worst month since 2022. Also in focus: Eli Lilly hits a $1 trillion market cap for the first time, commodities under pressure in wake of tariffs, "Faber Report" on Netflix, Comcast and Paramount Skydance submitting bids for Warner Bros. Discovery. Disclosure: Comcast is the parent company of NBCUniversal, which owns CNBC.Versant would become the new parent company of CNBC upon Comcast’s planned spinoff of Versant. 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.

Cramer thinks analysts will soon like this cybersecurity 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.

Markets breathing a sigh of relief after Nvidia's blockbuster earnings:Carl Quintanilla, Sara Eisen, and David Faber broke down the report this hour with longtime tech investor Dan Niles - before getting into the macro picture with Cleveland Fed President Beth Hammack, who says rates need to stay restrictive here.  Plus: it's Liberty Media's investor day - the media company behind brands like Sirius XM to Formula 1 - and Sara is live on the scene in Las Vegas ahead of a huge F1 Grand Prix this weekend. Hear Chairman John Malone's take on the business, the future of cable, biggest regrets, and whether he would ever retire. 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.

Carl Quintanilla, Jim Cramer and David Faber covered all of the bases on Nvidia and what's next for the AI trade. The world's most valuable public company sparked a global market rally after posting blowout Q3 results and raising guidance. The anchors reacted to Nvidia CEO Jensen Huang's earnings call comment dismissing AI bubble fears. Walmart shares also rose higher on better-than-expected quarterly results and raised guidance. In an exclusive interview, David and media mogul John Malone discussed everything from a potential Warner Bros. Discovery deal to tech regulation. Also in focus: The September jobs report released after being delayed due to the government shutdown.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.

Cramer wants to see shares of this consumer staples giant fall so the Club can buy ‘all it wants’. 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.

A huge moment for markets with Nvidia results in just a few hours:Carl Quintanilla, Sara Eisen, and David Faber discussed the latest on the earnings front - including exclusive color on the consumer from Target's CFO - before getting into the tech trade with Truist Wealth's Chief Investment Officer, who remains bullish on the sector here. Plus: hear one longtime tech investor's take on what to watch out for when Nvidia reports (Melius Research Ben Reitzes), and whether Alphabet's new rally to record highs has legs here... In addition to one crypto CEO's take on the recent sell-off there (Bullish's Tom Farley).Also in focus: an exclusive with Goldman Sachs Chairman & CEO David Solomon... Spanning markets, M&A, and how AI is changing his business. Hear his comments in full this hour. 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.

Carl Quintanilla, Jim Cramer and David Faber led off the show with news broken by CNBC's Leslie Picker: Blue Owl has decided to call off the merging of two of its private-credit funds. Blue Owl Capital Co-President Craig Packer joined the program at Post 9 in an exclusive interview. The anchors also discussed what to expect from Nvidia's much-anticipated earnings report due out after the bell — as AI bubble fears have taken a toll on the tech sector. Target shares under pressure after the company trimmed profit guidance and missed on Q3 revenue, while shares of Lowe's and TJX moved higher on their respective quarterly results. Also in focus: "Faber Report" update on the Warner Bros. Discovery bidding war. 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.

Cramer explains why the Club cut its position in this entertainment 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.

Carl Quintanilla, Sara Eisen, and David Faber kicked off the hour with fresh economic data and huge breaking news on the AI front involving Nvidia, Microsoft, and private start-up Anthropic - who's also notched a new valuation of $350B. Get the key details, what it means for stocks, and a discussion on whether we're reaching bubble territory this hour. Plus: did Jensen Huang already reveal what to expect from earnings tomorrow? How to read the tea leaves - going back to October.Also in focus: the retail wrap-up according to UBS, as Home Depot kicks off a huge week of reports from Target and Walmart later on... And one former Fed governor's take on what to expect in December when it comes to rate cuts. cnbc.com/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.

How should you play the AI trade? Carl Quintanilla, Jim Cramer and David Faber explored this week's tech sector sell-off on Al bubble fears. They discussed the BofA Global Fund Manager Survey, which says more than 50% of investors believe AI stocks continue to be in a bubble. The anchors reacted to Alphabet CEO Sundar Pichar telling the BBC about "irrationality" in the AI boom. Home Depot shares under pressure after the company posted a Q3 earnings miss and cut profit guidance, citing "consumer uncertainty" and weaker demand. MP Materials CEO James Litinsky joined the anchors at Post 9 — with shares of the rare earth producer up more than 250% this year. Also in focus: Cloudflare outage, Bitcoin below $90,000. 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.

Carl Quintanilla, Sara Eisen, and David Faber kicked off the hour with fresh economic data and a look at the big week ahead for Wall Street - before getting into whether we're in a "Jenga Tower" economy with one market strategist arguing yes. Plus: Berkshire Hathaway out with a big bet on Google... The details, this hour. And is it time to take a look at the smallcaps? Hear one Goldman portfolio manager's top picks for what's been a volatile trade this month. Also in focus: the bitcoin breakdown - as prices struggle to hold onto gains for the year... And what you need to know about the FAA's rollback of flight restrictions, starting today. 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.

Carl Quintanilla, David Faber and Sara Eisen covered market volatility and the AI trade ahead of this week's Nvidia earnings report. Alphabet shares jumped after Berkshire Hathaway disclosed a $5 billion stake in the company. The anchors reacted to a Financial Times report which states Apple is ramping up its succession plan for CEO Tim Cook. Also in focus: Morgan Stanley's S&P 500 price target of 7800, Dell downgraded, retail earnings preview and the consumer, what Anthropic's CEO told CBS' "60 Minutes" about AI and jobs, Netflix's 10-for-1 stock split goes into effect, Fed Vice Chair Philip Jefferson's comments on risks, Fmr. Federal Reserve Governor Kevin Warsh slams the central bank in a WSJ op-ed. 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.

Sara Eisen and Carl Quintanilla kicked off the hour with a fresh read on where the Federal Reserve stands on rates - after a tough day for the markets on falling odds of a December cut - and on the heels of new, hawkish comments out of one FOMC voting member top of the hour. Market veteran Mohamed El-Erian gave his take - in addition to Apollo Chief Economist Torsten Slok. Plus: is the tech sell-off overdone - or is there more pain to come? Longtime tech bull, Wedbush's Dan Ives, joined the team with his reasons to buy here.  Also in focus: the retail wrap-up - from Walmart's CEO retiring after more than a decade at the helm (including who's taking the reins and what it means for shareholders) and more on the shock end, effective immediately, to Under Armour's partnership with Stephen Curry... 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.

Cramer calms fears around this home improvement stock’s recent downgrade. 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.

Carl Quintanilla and Jim Cramer explored stocks extending Thursday's sell-off, sparked by AI valuation fears and worries the Fed might stand pat on interest rates in December. Hear what Cramer had to say about navigating this market and where to put your money to work. Big news out of Walmart: CEO Doug McMillon is retiring after nearly 12 years on the job and will be replaced in February by Walmart U.S. CEO John Furner. The anchors discussed McMillon's legacy, Walmart's stock price during his tenure and the future for the retail giant. Vertiv Executive Chairman and former Honeywell CEO David Cote joined the program at Post 9 to discuss the AI landscape. Also in focus: President Trump's tariff moves and the battle against inflation. 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.

Carl Quintanilla, Sara Eisen, and David Faber kicked off the hour with a debate on the current state of inflation before jumping into the market picture with one market strategist who argues a rate cut is in the cards for December. Plus: a look at the state of modern media - through some rare exclusive comments out of Liberty Media Chairman John Malone, and later with a Disney analyst who still says the stock's a buy as it falls post-results.  Also in focus: Wall Street's increasing bets on private markets... Is investor appetite really growing for shares of private companies? The CEO of Fundrise joined the team with his read from the ground on demand. 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.

Carl Quintanilla, Jim Cramer and David Faber led off the show with the end of the longest government shutdown in U.S. history — 43 days — after President Trump signed into law a funding bill approved by both houses of Congress. Disney shares take a hit as a Q4 revenue miss overshadows an earnings beat. Cisco CEO Chuck Robbins joined the program to discuss how AI fueled the company's better-than-expected earnings and upbeat guidance. In a CNBC Exclusive, legendary media mogul John Malone spoke to David about the potential sale of Warner Bros. Discovery. Also in focus: Quantum computing stocks under pressure, Dow 48,000 and beyond, Sources tell David that Elon Musk's xAI raised $15 billion in its latest funding round.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.

Cramer says not to think of this tech stock as competing in a zero-sum game. 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.

Fresh news out of Washington: as a potential end to the shutdown looms - and Treasury Secretary Bessent makes new comments promising relief on prices... Carl Quintanilla and Sara Eisen broke down the latest, along with a slew of breaking news just crossing at 10 out of both the Federal Reserve and the AI complex. Jefferies Chief Market Strategist David Zervos gave his take on what it all means for stocks, while the team also got a read from the ground on the airlines - and any ongoing shutdown impacts - with the CEO of Delta.  Also in focus: AMD shares surging as investors get bullish on the name - hear one chip analyst's take on the double-digit move, and whether shares are still a buy here. Plus: details on Toyota's big new EV bet here in the U.S., announced just this hour. 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.

Carl Quintanilla and Jim Cramer delved into the rebound in the AI trade, led by AMD: Shares up sharply on the company's sales forecast. Hear what Cramer said about winners and losers in the AI trade. The Dow hit a new all-time high, fueled by optimism that the House will pass a Senate bill to re-open the government and end the record-long shutdown. Also in focus: IBM's "quantum" leap, consumer and retail stock movers, President Trump to host Wall Street CEOs at a White House dinner. 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.

Cramer warns this retail giant’s turnaround is real. 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.

Carl Quintanilla, Sara Eisen, and David Faber kicked off the hour with a fresh read on main street and the jobs market through alternatives like the NFIB Small Business Index and new ADP numbers - before checking in on the shutdown and getting market veteran Ed Yardeni's take on all the action.  Also in focus: the state of the AI trade, following yesterday's big rebound - the team checked in with one AI software CEO about key risks ahead, broke down Softbank's big decision to sell its entire Nvidia stake, and got the street's take on new numbers out of AI hyperscaler Coreweave. Plus: hear from the CEO of one AI upstart that's changing the way we do medicine... starting with your doctors office.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

One day after a tech sector rebound, the AI trade continues its wild ride. Carl Quintanilla, Jim Cramer and David Faber discussed CoreWeave shares down sharply despite a quarterly revenue beat. CoreWeave CEO Michael Intrator joined the program at Post 9 "First on CNBC" to talk about his company's growth strategy and the AI arms race. The anchors reacted to SoftBank selling its entire $5.8 billion stake in Nvidia. Also in focus: Senate bill passage moves the U.S. a step closer to ending the government shutdown, a Nike "Mad Dash," honoring our veterans. 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.

Cramer says he still likes this Wall Street darling despite it being hurt by Sam Altman. 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.

Carl Quintanilla, Sara Eisen, and David Faber kicked off the hour with the latest on the government shutdown before breaking down the market picture with stock-picker Dan Greenhaus. Plus: the AI trade making a big rebound in early trading - hear from the CEO of one company that's pivoting into the data center game (Generac) and more on the key movers to watch today. Also in focus: what new numbers out of instacart - and CNBC's proprietary NRF Retail Monitor - are saying about the consumer; whether a 50-year mortgage could really be on the horizon; and the latest on Pfizer & Moderna as their bidding war comes to a close. 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.

Carl Quintanilla, Jim Cramer and David Faber discussed stocks jumping after the Senate struck a tentative bipartisan deal aimed at ending the government shutdown. The tech sector was in rally mode, rebounding after worries about AI valuations resulted in the worst week for the Nasdaq since April. Pfizer CEO Albert Bourla joined the program at Post 9 to talk about his company's deal to buy obesity drug maker Metsera for up to $10 billion — he offered some spicy commentary in the process. Also in focus: Tariffs and President Trump's $2,000 check proposal, the Disney vs. YouTube saga, what's driving health insurance stocks lower.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.

Sara Eisen and Carl Quintanilla kicked off the hour with new consumer sentiment data hitting its lowest levels in years - and key market analysis from J.P. Morgan Asset Management's Chief Global Strategist. Plus: Goldman Sachs' Chief Economist joined the team later on, with more on why he warns it's the worst jobs market he's seen in 50 years - outside of a recession. Also in focus: Citi's blockbuster Tech & Media conference underway in Pebble Beach, California... Sara sat down with Citi CEO Jane Fraser to discuss today's market - and AI bubble fears - before later diving deep into the outlook for AI with IBM CEO Arvind Krishna this hour.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla and Scott Wapner drilled down on the tech sector extending Thursday's sell-off: Big tech stocks in the AI trade adding to losses on jitters about valuations. Hundreds of flights have been canceled after the Federal Aviation Administration reduced commercial air traffic due to the government shutdown. Tesla shareholders approved CEO Elon Musk's $1 trillion pay package. Veteran analyst Gene Munster offered his take on what's ahead for Musk, the EV maker and its stock. Affirm CEO Max Levchin joined the program to discuss the "buy now, pay later" fintech's earnings that lifted the stock. Also in focus: Bitcoin and crypto weakness, travel and restaurant stock moves, President Trump acknowledges Americans "might be paying something" for tariffs. 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.

Earnings season rumbling on as new data starts to show cracks in the jobs market:Sara Eisen, Carl Quintanilla, and David Faber kicked off the hour breaking down a new report showing US companies announced the most job cuts for any October - in more than two decades... With more from one Janus Henderson Portfolio Manager who says big tech is still the place to be. Plus: Charles Schwab's CEO joined the team on the heels of a big new bet on private markets - while the CEO of Chime discussed new earnings from the fintech and what they're seeing on the consumer side.  Also in focus: the fate of Elon Musk's $1T pay package getting decided today - why our autos reporter says it's likely to pass; what's driving Doordash shares to their worst day on record; and the biggest earnings movers to know in early trading.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Cramer tells investors to wait for this stock’s earnings to buy in. 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/morningtakeCNBC 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.

Carl Quintanilla, Jim Cramer and David Faber led off the show with the government shutdown's impact on air travel: Transportation Secretary Sean Duffy and Federal Aviation Administration officials announced a 10% reduction in air traffic at 40 major U.S. airports, beginning Friday. The anchors reacted to Nvidia CEO Jensen Huang softening comments he made to the Financial Times about China beating the U.S. in the AI race. Shares of Arm Holdings and Qualcomm moved in opposite directions after each company posted earnings. The watch is on to see how Tesla shareholders vote on CEO Elon Musk's $1 trillion pay package at the EV maker's annual meeting. Also in focus: Big market swings for Thursday's earnings winners and losers. 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.

Sara Eisen, Carl Quintanilla, and David Faber kicked off the hour with a slew of fresh data on the economic front - and more on what investors need to know as the Supreme Court kicks off Day 1 of arguments around the legality of President Trump's global tariffs... Plus: Bank of America CEO Brian Moynihan joined the team with his read on the economy, live from the company's first investor day in more than 15 years - while the CEO of Lemonade gave his take on how AI is changing the insurance business as those shares surge post-results.  Also in focus: the growing bidding war between Novo Nordisk and Pfizer that could impact the future of the weightloss market... and a deep-dive on what's driving Pinterest shares to their worst day on record. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Cramer says this beverage stock could move higher if it lowers 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/morningtakeCNBC 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.

After the worst day for stocks in almost a month, Carl Quintanilla, Jim Cramer and David Faber drilled down on Tuesday's sell-off — sparked by investor concerns about valuations of stocks in the AI trade. McDonald's shares moved higher as Q3 same-store sales growth overshadowed a quarterly miss. The anchors reacted to the Democrats' big election night, including Zohran Mamdani winning the New York City mayoral race. Also in focus: The Elon Musk $1 trillion pay package vote just one day away, bitcoin's fall below $100,000, "Faber Report" update on the Novo Nordisk-Pfizer bidding war for obesity drugmaker Metsera, Cramer previews Wednesday night's Mad Money "Back to School Tour" episode at Harvard Business School.  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.

Stocks pulled back in early trading but came off the lows during the hour, as Palantir fell and volatility rose. Goldman Sachs Chief US Equity Strategist David Kostin joins with a red flag for the market that he’s seeing from earnings season. Seema Mody gives an update on Wall Street’s reaction to Palantir’s quarter, and harsh comments from CEO Alex Karp towards investors who are shorting his stock. Meantime the CEO of air taxi company and new IPO Beta Technologies joins ahead of the stock’s first trade. Plus Washington Capitals owner Ted Leonsis on the enduring power of sports ratings, and new developments in the bidding war for biotech company Metsera. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Cramer tells investors when this stock gets hit you want to have room to 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.

The tech sector under pressure: Carl Quintanilla, Jim Cramer and David Faber began the show with Palantir shares down sharply despite better-than-expected Q3 results and upbeat revenue guidance. Hear what CEO Alex Karp told CNBC about short sellers as Palantir shares remain among this year's best performers on the S&P 500. Pfizer and Novo Nordisk sweetened their respective offers to buy obesity drugmaker Metsera. Norway's sovereign wealth fund — the world's biggest — said it will vote against Tesla CEO Elon Musk's massive pay package that could total $1 trillion. Shopify President Harley Finkelstein joined the program to discuss the company's earnings and its outlook for the holiday quarter. Also in focus: Earnings winners and losers. 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.

Cramer lays out why this Wall Street darling may be undervalued. 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/morningtakeCNBC 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.

Kleenex and Tylenol under one roof: Carl Quintanilla, Jim Cramer and David Faber discussed Kimberly-Clark agreeing to acquire Kenvue for $40 billion in cash and stock. Should investors like the deal? Amazon shares hit a new record high after OpenAI struck a $38 billion infrastructure deal with AWS. Also in focus: November markets playbook, Ford auto sales rise in October despite a slide in EV demand, reaction to earnings from Warren Buffett's Berkshire Hathaway, A price target hike for Nvidia, The CEO of DuPont spin-offQnity joined the anchors at Post 9 on the electronics company's first trading day as an independent company.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.

A mixed session as the major averages kicked off a seasonally strong month. Cantor’s Eric Johnston makes the case for a rally in stocks, bonds, and bitcoin into year-end. Meantime Mark Zandi from Moody’s on why he says the US would be in a recession if it weren’t for the AI trade. Ares CEO Michael Arougheti joins right after his earnings call to break down what drove a strong quarter for the alternative asset manager and his outlook for deals. Plus the news moving Beyond Meat and Palantir, and details behind the mega-deal between Kimberly-Clark and Kenvue. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The second hour of CNBC’s "Squawk on the Street" with Carl Quintanilla and Sara Eisen is broadcast each weekday from the floor of the New York Stock Exchange, 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.

Cramer thinks this smartphone giant’s stock is near a buying opportunity. 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/morningtakeCNBC 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.

Carl Quintanilla, Jim Cramer and David Faber delved into Magnificent 7 earnings that sparked a tech rally on the final trading day of October. Amazon shares surged to a new all-time high after posting a quarterly beat, fueled by the fastest cloud growth since 2022. Apple also reported better-than-expected results — and forecast strong demand for the iPhone 17 in the holiday quarter. Chevron CEO Mike Wirth joined the program to discuss the energy giant's beat on earnings despite lower oil prices. The anchors reacted to what Nvidia CEO Jensen Huang said in South Korea about the Chinese market. Also in focus: "Fed for thought" on rates, The AI trade and big tech's capex spending surge, "Faber Report" update on Warner Bros. Discovery.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.

Cramer thinks this stock’s pullback presents a buying opportunity. 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.

Stocks struggled for direction in early trading as opposing forces including big tech earnings, the Fed decision, and China trade talks pulled investors in different directions. Ed Yardeni from Yardeni Research joined with his take on where markets head into year end. Former Fed Governor Randall Kroszner weighed in on the double dissent at Wednesday’s Fed meeting, and what it means for policy going forward. Roblox CEO David Baszucki joined to break down his company’s quarterly report, which sent the stock lower, and the steps the company is taking to protect younger users. Plus a preview of what to expect from Apple and Amazon, and the news sending Chipotle shares tanking.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.

Jim Cramer and David Faber explored what to make of earnings from three of the Magnificent 7 mega-caps: Meta shares tumbled and Microsoft's stock fell as AI spending increases overshadowed quarterly beats — while shares of Google parent Alphabet surged on better-than-expected results, fueled by strength in the cloud. Starbucks CEO Brian Niccol joined the program to discuss his company's results and turnaround plan. Eli Lilly CEO David Ricks spoke to Jim and David about his company's earnings and what's next for its Mounjaro weight loss drug. Also in focus: The meeting between Presidents Trump and Xi, Novo Nordisk-Pfizer bidding war, Chipotle plunges, Comcast's earnings message.Disclosure: Comcast is the parent company of NBCUniversal, which owns CNBC.Versant would become the new parent company of CNBC upon Comcast’s planned spinoff of Versant.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.

Cramer says this data center-related stock’s move higher is not done. 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.

More record highs for the major averages ahead of the Fed decision and earnings from the three of the Magnificent 7 names. Longtime market watcher Mohamed El-Erian gives his predictions ahead of Jerome Powell’s press conference. Meantime Nvidia hit a record high, becoming the first company to push above 5 trillion dollars in market cap. Plus what to expect from Alphabet’s earnings report, and a conversation from Saudia Arabia with Brookfield CEO Bruce Flatt, fresh off an $80 billion nuclear deal with the U.S. Government.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.

Carl Quintanilla, Jim Cramer and David Faber drilled down on a historic day for Nvidia: The chip giant became the first company to reach a $5 trillion market cap.Boeing CEO Kelly Ortberg joined the program to discuss the jet maker's wider-than-expected Q3 loss and taking a charge of nearly $5 billion related to 777X delivery delays.The anchors interviewed Adobe CEO Shantanu Narayen about the company ramping up its AI offerings. Also in focus: New record highs for stocks ahead of Wednesday's Fed decision on rates, Caterpillar surges and leads the earnings parade, why one particular stock plummeted by more than 40%. 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.

Cramer explains why this company has a path to multiple years of upside. 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.

Stocks traded at record highs as the Fed meeting gets underway and the AI boom rolls on. Famed investor Ray Dalio joins Sara Eisen at the FII Summit in Riyadh, Saudia Arabia, to talk about whether he sees a bubble in AI, and the potential similarities in the market to the late 1920s. Dealmaker Ken Moelis also joined from Riyadh, with a rosy outlook on the M&A market, saying we could be on the brink of a boom. Plus - the news that sent Microsoft back above 4 trillion dollars in market cap, and what drove the pops in UPS, Skyworks, and Wayfair.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.

On another record-setting day for stocks, Carl Quintanilla, Jim Cramer and David Faber delved into a slew of tech-related news. OpenAI converted into a public-benefit corporation in which Microsoft will hold a 27% stake. The news sent Microsoft's market cap back above $4 trillion. Separately, Apple hit a $4T valuation for the first time. Amazon announced plans to cut 14,000 jobs. A CEO Doubleheader: AMD's Lisa Su joined the program to discuss the chipmaker's AI supercomputer partnership with the Department of Energy. Royal Caribbean Group's Jason Liberty spoke about the cruise operator's earnings beat and raised guidance that failed to lift the stock. Also in focus: Skyworks Solutions-Qorvo merger, UPS shares surge. 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.

Cramer warns owners of this stock should sell right now. 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.

Leslie Picker, Carl Quintanilla, and David Faber kicked off the hour with breaking news out of Qualcomm - sending those shares surging - before getting the latest on the trade front out of Washington, and more on how to trade it all with Interactive Brokers Chief Strategist Steve Sosnick. Plus: reaction from a top analyst in the semis space on all the headlines - and what a trade war truce could mean for the group... Along with more on the day's other big movers: including Keurig Dr. Pepper, Tesla, and a new deal within the banks.  Also in focus: the case *against* AI super-intelligence... Some of the world's best and brightest signing a new petition to ban advanced AI, saying it poses a danger from security risks to human extinction. Hear from one professor who joined the pledge about what's at stake and why he signed.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, Jim Cramer and David Faber kicked off a new trading week with major stock indices hitting new record highs. Hopes for a U.S.-China trade deal sparking market optimism, after both sides agreed to a framework over the weekend ahead of talks between Presidents Trump and Xi. A lot for investors to digest this week, including earnings from five of the "Magnificent 7" tech giants and the Fed's decision on interest rates. "Faber Report": Sources tell David "Yellowstone" creator Taylor Sheridan is leaving Paramount for NBCUniversal. Also in focus: "Merger Monday," Warren Buffett's Berkshire Hathaway underperforms the S&P 500, what Tesla Chair Robyn Denholm told CNBC about Elon Musk's massive pay package. Disclosure: Comcast is the parent company of NBCUniversal, which owns CNBC.Versant would become the new parent company of CNBC upon Comcast’s planned spinoff of Versant.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.

Cramer says this stock is in a prime position for “rocketship” growth. 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.

Leslie Picker, Carl Quintanilla, and Michael Santoli kicked off the hour with new consumer data and the latest on the trade front out of Washington - before breaking down this morning's cooler-than-expected inflation report with Goldman's Chief U.S. Economist, and Bespoke's Paul Hickey. Plus: get the read out from Ford earnings with former CEO Mark Fields - and a deep-dive on JPMorgan's latest move into the crypto space.  Also in focus: a check in on the AI complex... AI data center start-up Crusoe just raising new money at a $10B+ valuation - with backers including Nvidia and Salesforce. Crusoe's CEO joined the team at Post 9 to talk the news, and whether this massive domestic investment in data centers will really pay off. 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.

Carl Quintanilla and Jim Cramer explored stocks hitting new record highs, sparked by tamer-than-expected September CPI. Release of the inflation data had been delayed by more than a week due to the government shutdown. The anchors also discussed President Trump's decision to terminate trade talks with Canada — he expressed anger over Ontario's anti-tariffs television ad featuring Ronald Reagan. Also in focus: Intel shares spike on its first earnings report since the U.S. government took a 10% stake in the chipmaker, layoffs at Target, Meta, Applied Materials and Rivian, Ford and Procter & Gamble get a lift from quarterly results, UGG boots maker Deckers Outdoor plunges.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.

Cramer says this stock has tremendous value ahead of its spinoff. 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.

Another morning - another slew of earnings reports:Leslie Picker and Michael Santoli kicked off the hour with new housing data just crossing - and a look at 2 market moving stories out of the White House. Plus... The earnings you should know: an analyst gave his take on why Tesla shares are moving in reverse post-results, Phil Lebeau brought the latest on the airlines after new numbers out of American and Southwest, and the CEO of IMAX joined the team at Post 9 with his take on a record breaking quarter from the company.  Also in focus: are U.S. deficit concerns overblown? The Treasury department out with some new analysis... and Counselor to the Treasury Secretary Joe Lavorgna gave his take on it all - and potential tariff revenues ahead.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jim Cramer and Scott Wapner discussed what to make of Tesla missing on earnings despite record revenue. The anchors explored everything from Tesla robots to Tesla CEO Elon Musk slamming opponents of his $1 trillion pay package. Big interviews: Southwest Airlines CEO Bob Jordan on the carrier's surprise profit, CrowdStrike CEO George Kurtz discussed AI's impact on cybersecurity, T-Mobile Incoming CEO Srini Gopalan outlined his growth strategy for the wireless carrier. Also in focus: "Trump effect" on the quantum stocks rally, Basketball Hall of Famer Chauncey Billups and Miami Heat player Terry Rozier arrested in federal gambling investigations. 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.

Cramer calls this energy stock’s decline ‘absurd.’ 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/morningtakeCNBC 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.

Sara Eisen, Carl Quintanilla, and David Faber kicked off the hour with another day of key pullouts from the morning's earnings calls when it comes to consumer and retail trends - before AT&T CEO John Stankey joined the team to breakdown their quarter... and a Netflix analyst gave his take on new numbers from the streaming giant. Plus: the meme trade reviving shares of Beyond Meat & Krispy Kreme - the team asked SEC Chair Paul Atkins about the move, along with what's next when it comes to regulation ahead for quarterly reports, crypto, and more.  Also in focus: another day, another AI deal - today from Applied Digital for a new $5B AI factory lease over the next 15 years. Their CEO joined the broadcast at Post 9 to discuss the news - and whether we're building too many data centers here in the U.S.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, Jim Cramer and David Faber led off the show with Netflix shares down sharply on a quarterly earnings miss. The anchors reacted to Netflix Co-CEO Ted Sarandos' earnings call comment about M&A opportunities in light of Warner Bros. Discovery initiating a process to sell itself. In his "Faber Report," David gave an update on WBD — including where Paramount, Comcast and Netflix fit into the picture. Also in focus: Cramer's words of wisdom about meme stocks as Beyond Meat surges more than 900% this week, gold's moves after its worst day in more than a decade, Texas Instruments' weaker guidance drags the stock and the chip sector, Vertiv and the AI energy trade, AT&T earnings reaction, the financial stock Jim says you should buy now.Disclosure: Comcast is the parent company of NBCUniversal, which owns CNBC.Versant would become the new parent company of CNBC upon Comcast’s planned spinoff of Versant.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.

Cramer says the Club endorses this stock that helps keep data centers cool. 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.

A busy morning of reports as earnings season heats up: Sara Eisen, Carl Quintanilla, and David Faber kicked off the hour with key pullouts from the morning's earnings calls when it comes to tariff costs and consumer trends - before Coca-Cola CEO James Quincey joined the team to breakdown their quarter... Hear his view on demand, pricing, China, and the low-income consumer. Plus: Faber's exclusive reporting when it comes to a possible sale of Warner Brothers Discovery.  Also in focus: the street's biggest names convening for 13D's annual 'Active-Passive Investor Summit' in NYC today. Catch deep dives on the state of activist investing - and where they see opportunity here - with Corvex Management CIO Keith Meister and later on, Impactive Capital's Lauren Taylor Wolfe (who argued: we're in an AI bubble here).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.

Carl Quintanilla, Jim Cramer and David Faber discussed breaking news from David: Warner Bros. Discovery has initiated a process to sell the company — and that Netflix and Comcast are among the interested parties. General Motors shares surged on a Q3 beat and raised full-year guidance. Earnings winners include Coca-Cola, 3M and GE Aerospace.  David interviewed Starboard Value CEO Jeff Smith at the 13D Monitor Active-Passive Investor Summit. The activist investor discussed companies including Tylenol maker Kenvue, of which Smith is a board member. Also in focus: Apple $4 trillion watch, Disney+ cancellations, what Goldman Sachs CEO David Solomon told CNBC about the credit cycle.Disclosure: Comcast is the parent company of NBCUniversal, which owns CNBC.Versant would become the new parent company of CNBC upon Comcast’s planned spinoff of Versant.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.

Cramer tells investors to take profits from stocks like this energy 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.

Sara Eisen, David Faber, and Carl Quintanilla kicked off the hour looking at fresh data on the China front before breaking down the market picture with Charles Schwab's Chief Investment Strategist Liz Ann Sonders. Plus: why gold and stocks are partying together - according to market veteran Ruchir Sharma, who broke down the rare correlation and why it could lead to an "unpleasant surprise" for investors... and what to do with Netflix shares - ahead of results tomorrow. Also in focus: Mark Cuban telling CNBC that the Trump administration deserves credit for its efforts to reduce drug prices - hear his exclusive comments, this hour... Along with the latest on the huge internet outage sending a number of high profile websites dark this morning... and the regulatory win sending Boeing shares to fresh highs.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

After the best week for stocks since August, Carl Quintanilla, Jim Cramer and David Faber discussed shares of Apple rising on news about stronger demand for the iPhone 17. The anchors also explored what to expect from the markets this week, with a slew of earnings and CPI inflation data on tap. Hear Cramer's take on where you should take profits now. Rare earth stocks extend their red-hot rally amid the U.S.-China standoff regarding Beijing's export curbs. Also in focus: Nvidia CEO Jensen Huang's take on China and chip curbs, Cleveland-Cliffs soars, a $5,000 call on gold, the Amazon Web Services outage, a note from Morgan Stanley's Adam Jonas on Tesla and robots.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.

Sara Eisen and David Faber began the hour with a fresh read on jobs using some alternative sources - before checking in on the tech trade with longtime investor Dan Niles, who says stocks will melt-up into Thanksgiving despite concerns over the AI trade. A key focus today? The health of the regional banks - as concerns rise around bad loans... Hear from one CEO in the group who says concerns are far overblown here, along with Evercore Vice Chairman Krishna Guha's take on the volatility. Also in focus: exclusive data from CNBC's All-America survey showing some concerning sentiment about the jobs market... Where things stand in Washington - and why the stoppage could last a lot longer... And a $300 trillion dollar mistake that's hitting crypto markets.  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.

David Faber, Sara Eisen and Michael Santoli led off the show with what's next for regional banks one day after credit concerns sparked a sell-off in that group. Breaking news from Sara: Apple announced a five-year deal for U.S. streaming rights to Formula 1 races. Shares of Novo Nordisk and Eli Lilly down sharply on President Trump's push to lower prices of Novo's blockbuster weight-loss drug Ozempic. Also in focus: Market reaction to Trump's comments on China tariffs, American Express' earnings beat, what Oracle's new CEOs told David, gold rally takes a breather, CoreWeave-Core Scientific deal latest.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.

Cramer says to stick with this stock that has ‘real value.’ 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.

Carl Quintanilla, Sara Eisen, and David Faber kicked off the hour with the view from the C-suite when it comes to the consumer and broader economy along with the latest from Washington - before getting into key trades with J.P. Morgan Global Market Strategist Meera Pandit. Plus: earnings season beginning to heat up... Hear the CEO of BNY Melon breakdown their results and the broader M&A environment, while former United Airlines Chairman & CEO gave his take on the airline's strong guidance - despite looming government shutdown risks to aviation.  Also in focus: a cohort of governors spanning 15 blue U.S. states and territories forming a new public health alliance to counter moves from the Trump Administration - and one of them joined the team to explain why (Colorado's Jared Polis).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.

Carl Quintanilla, Jim Cramer and David led off the show with more upward momentum for the AI trade: Salesforce shares up sharply after the company said it expects revenue of more than $60 billion in 2030. Taiwan Semiconductor's quarterly beat and guidance added to positive market sentiment. Rare earth stocks extended their parabolic rise amid the U.S.-China dispute over Beijing's export controls. The anchors react to OpenAI CEO Sam Altman's response to the backlash surrounding his decision to have ChatGPT allow erotic chats. Also in focus: The comments Starbucks CEO Brian Niccol made to Cramer that sent the stock higher, Fed Governor Waller's latest message on everything from rate cuts and inflation to a softer labor market.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.

Cramer says it's time to buy these retail 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.

Big banks driving market moves this morning: Carl Quintanilla, Leslie Picker, and David Faber kicked off the morning with a breakdown of key takeaways from new numbers out of Morgan Stanley and Bank of America before drilling down into individual picks with Trivariate's Adam Parker - and later getting the view from the C-suite when it comes to the consumer, credit, M&A and more with first Citizens Financial's CEO (calling out a "positive macro" on the call) and later Bank of America CEO Brian Moynihan.  Plus: what investors need to know from CNBC's "Invest in America" forum - including the Treasury Secretary's newest comments about the trade war with China, and how CEOs are gauging potential regulation ahead.  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.

Carl Quintanilla, Jim Cramer and David Faber discussed the market rally on a day in which September CPI was scheduled to be released. The report has been postponed until October 24 due to the government shutdown. Shares of Bank of America and Morgan Stanley jumped on better-than-expected quarterly results. The anchors reacted to Treasury Secretary Scott Bessent's harsh criticism of China at the CNBC Invest in America Forum. Sara Eisen interviewed Fed Governor Stephen Miran at that event, discussing his push for further rate cuts. On the AI Front: A consortium including Blackrock, Nvidia, Microsoft and xAI agreed to buy a data center company for about $40 billion. Hear what Salesforce CEO Marc Benioff told Jim at Dreamforce Tuesday about AI and the speed of innovation. 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.

U.S. markets under pressure as China strikes back with new sanctions: Carl Quintanilla, David Faber, and Sara Eisen - who's live from DC this hour - discussed the latest reads on the economy through the lens of new small business data and key bank earnings commentary before discussing how to play results from the group with one of the street's top analysts. Plus: European Central Bank President Christine Lagarde joined Sara for a deep dive.... spanning trade tensions to the global growth outlook, before the team also checked in on New York City's economy with one of the city's largest commercial real estate operators and owners (RXR's Scott Rechler).  Also in focus: ETSY moving from the NASDAQ to the NYSE and ringing the opening bell today - their CEO joined the team at Post 9 to talk that news, along with how they're using AI to transform the business.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, Jim Cramer and David Faber discussed stock markets down sharply after Monday's rebound rally — as trade tensions between the U.S. and China re-escalate. The anchors also delved into big banks kicking off earnings season, including quarterly results from JPMorgan Chase, Wells Fargo, Goldman Sachs and Citigroup. BlackRock Chairman & CEO Larry Fink joined the show at Post 9 to talk about earnings as well as the investment landscape both globally and in the U.S. Also in focus: The latest on OpenAI, hear what Oracle's new CEOs and Broadcom CEO Hock Tan had to say about AI, Johnson & Johnson's upbeat quarterly results and outlook. 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.

Stocks starting the week in the green after Friday's sell-off:Sara Eisen and Michael Santoli kicked off the hour looking at the state of trade when it comes to China (on the heels of new Imports/Exports data) before Apollo's Chief Economist Torsten Slok gave his take on the overall market picture... and later on, former Fed Vice Chair Lael Brainard joined the team with her predictions when it comes to monetary policy. Plus: the playbook for the Big Banks according to one sector expert, as they kick off a make-or-break week of earnings starting tomorrow.  Also in focus: a deep-dive you don't want to miss with Oaktree Co-Chairman Howard Marks... Hear more on how he sees the current market environment, as he marks *35 years* of writing his famous memos - and whether he says the AI trade is a bubble.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

A coast-to-coast edition of "Squawk on the Street": David Faber in Las Vegas at "Oracle AI World" ahead of his Monday exclusive with Oracle's new CEOs on "Money Movers," Jim Cramer in San Francisco with a big lineup of CEOs this week on "Mad Money" — and Sara Eisen at the New York Stock Exchange. The anchors covered all of the bases on the markets bouncing back from Friday's sell-off — and how President Trump, tariffs and China fit into the picture. Breaking news in the AI arms race: OpenAI is teaming up with Broadcom to jointly develop and deploy 10 gigawatts of custom AI accelerators starting in 2026. The presidents of both companies joined the program to discuss the multibillion-dollar deal.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.

Cramer explains why he wants to buy this coffee giant's 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.

New consumer data at the top of the hour: Carl Quintanilla, David Faber and Leslie Picker kicked things off with a look at the market set-up into a make-or-break week of results out of the Big Banks with JPMorgan Asset Management's Chief Market Strategist for Americas Gabriella Santos. Plus: a look at the bull case for Amazon with one analyst who calls it his top pick - along with a deep-dive on Lululemon shares with company founder Chip Wilson, who's taking aim at the company for what he calls blatant mismanagement in a new WSJ ad.  Around the edges: the playbook for energy stocks as the President teases a potential diplomatic trip to the Middle East, and a live look at the NBA's first game in China since 2019 - with a focus on the money at stake. 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.

Carl Quintanilla, Jim Cramer and David Faber led off the show with a look at the big winners during this bull market, which marks its third anniversary this coming weekend. The anchors discussed the future for the Fed: Steve Liesman reports Treasury Secretary Scott Bessent has narrowed down the list of candidates for Federal Reserve chair to five from eleven. Also in focus: A fresh record high for the Nasdaq, "Faber Report" with an update on the Paramount Skydance-Warner Bros. Discovery talks, earnings blues for Levi Strauss, an AI stock soars on the "CoreWeave effect," Cramer previews his big week ahead in San Francisco. 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.

Stocks hitting records at the open - before pressure in the early trade:Carl Quintanilla, Sara Eisen, and David Faber kicked off the hour with the latest alternative data reads from the street as the government shutdown continues to delay key reports - before getting a read on consumer demand, inflation, and more with the CEO of Pepsico, fresh off results from the name. Plus: hear one former Goldman Sachs Chief Economist discuss the AI trade - and rally in gold prices - along with Morgan Stanley's analysis on how AI will impact where, when, and how we work... Around the edges: details on a new NHTSA probe into Tesla - following supposed safety concerns around the company's FSD technology... More on what's driving Ferrari shares to their worst day in years... And a look at how millennials are changing the investing game with big bets on alternative assets.  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.

On another record-setting day for the S&P 500 and Nasdaq, Carl Quintanilla, David Faber and Mike Santoli discussed the AI trade and reacted to comments made to the BBC by JPMorgan Chase CEO Jamie Dimon. He said he is "far more worried than others" about a serious market correction. On the earnings front: Delta shares surged on better-than-expected quarterly results and guidance, while PepsiCo posted its own Q3 beat. Also in focus: The record run for gold and silver, Treasury Secretary Bessent blasts Dodd-Frank rules, Nvidia gets a price target hike, probe into Tesla autos, Ferrari shares in reverse. 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.

Cramer says the Club bought the ‘right’ AI 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/morningtakeCNBC 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.

Gold hitting record high after record high: Carl Quintanilla and Sara Eisen kicked off the hour with a look at what's driving the historical rally - before discussing the market impact with Citi's U.S. Equity Strategist Scott Chronert... And later on, Wall Street Journal Chief Economics Correspondent Greg Ip argued it's a sign of eroding faith in central banks worldwide - find out why.  Also in focus: OpenAI out with a slew of new products and partnerships... Hear more on how to trade the news across semiconductor stocks *and* big tech with a key focus on possible risks ahead. 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.

Carl Quintanilla and Jim Cramer discussed the AI trade and what Nvidia CEO Jensen Huang told Jim and the audience at the CNBC Investing Club's Monthly Meeting on Tuesday. The anchors also reacted to what Huang said Wednesday morning on CNBC about the AI landscape. The gold rally rolls on one day after the precious metal closed above $4,000 for the first time. Also in focus: Market reaction to Tesla's unveiling of its lower-priced Model Y and Model 3 EVs, FedEx downgraded, worries about a freight recession, what Dell CEO Michael Dell told CNBC about the future for data centers. 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.

The government shutdown officially hits 1 week: Carl Quintanilla and Sara Eisen kicked off the hour with a look at the alternatives to government data investors should know - along with the latest from DC - before breaking down the overall economic picture with former Fed President & Goldman Sachs Vice Chair Robert Kaplan. Plus: billionaire tech investor Orlando Bravo joined the team with his take on the massive money flowing into public and private markets around AI... which he argues is not a bubble.  Around the edges: details on the new deal between online betting platform 'Polymarket' and the owner of the New York Stock Exchange... a debate on whether AI shopping tools are actually *bad* for retail's bottom line.. And the key takeaways from results out of Constellation Brands Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla and Jim Cramer delve into the OpenAI trade fueling the rally in tech stocks -- including AMD extending its gains after soaring Monday on its partnership with the maker of ChatGPT. Our team took some time testing out OpenAI's "Sora" app -- you'll want to see the results. Gold also in rally mode, surpassing $4,000 per ounce for the first time ever. Jim explains why we are in "the year of magical investing" -- and previews Tuesday's CNBC Investing Club Monthly Meeting featuring Nvidia CEO Jensen Huang. Also in focus: The buzz surrounding Tesla's product event, Intercontinental Exchange's strategic $2 billion investment in Polymarket.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.

Cramer says this aerospace stock is a great buying opportunity. 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.

Carl Quintanilla and Sara Eisen discussed a morning of market moves abroad and at-home - as big political changes hit countries like Japan and France. Rockefeller's Ruchir Sharma joined the team to break it all down, fresh off an article in the Financial Times arguing betting on America is just one bet on AI... Find out why this hour, before a deep-dive on the AMD-OpenAI deal sending shares of the former name surging to their best day in years.  Plus: hear from the man who wants to turn Nike around, CEO Elliott Hill, in a wide-ranging sit down from the company's Portland HQ... His first television interview since taking role. Included this hour - his strategy to return to growth, how they're clearing old inventory, and why he returned after retiring in 2020.  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.

Carl Quintanilla and Jim Cramer led off the show with a big development in the world of AI: AMD shares soared more than 30% after the company and OpenAI announced a multi-year partnership. The agreement calls for the maker of ChatGPT to purchase six gigawatts of AMD's "Instinct" GPUs -- and receive a warrant that could result in 10% ownership in the chipmaker. AMD CEO Lisa Su and OpenAI Co-Founder & President Greg Brockman joined the program "First on CNBC" to discuss the partnership.Also in focus: Fifth Third Bancorp buys Comerica for $10.9 billion in stock, Tesla teases a Tuesday event, what Nike CEO Elliott Hill told Sara Eisen about his company's turnaround plan.  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.

Cramer discusses big moves in pharmaceuticals this week. 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.

Another day of record highs on the S&P and Nasdaq: Carl Quintanilla, Leslie Picker, and Michael Santoli broke down what investors need to know as the government shutdown continues into Day 3 - with the latest from Washington and more on the market impact (besides a lack of jobs data today) with J.P. Morgan Asset Management's Chief Global Strategist David Kelly along with Goldman Sach's Chief Economist Jan Hatzius.  Plus: get the tech playbook with one T. Rowe Price portfolio manager who's betting on Apple, Alphabet, and Nvidia here after a great week for chip names - and hear from the Jefferies analyst making a rare downgrade of Apple to sell. 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.

Carl Quintanilla and Jim Cramer discussed the S&P 500 and Nasdaq hitting fresh record highs, on a day in which the September jobs report was not released due to the government shutdown. The AI-fueled rally in the spotlight -- and the term "bubble" coming into play. The anchors reacted to Goldman Sachs CEO David Solomon's warning of a stock market "drawdown" after the surging AI trade. Hear what Chicago Fed President Austan Goolsbee told CNBC about AI. Also in focus: Market moves by tech's "trillion-dollar club" including a rare downgrade for Apple, quantum stocks' parabolic leap, Applied Materials' revenue warning drags down shares of chip equipment makers. 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.

On day two of the government shutdown, Carl Quintanilla, Courtney Reagan and Michael Santoli explored the S&P 500 and Nasdaq hitting new record highs. The tech sector surged to new all-time highs sparked by the AI trade -- in reaction to OpenAI's valuation jumping to $500 billion. Tesla shares in volatile trading after the EV maker posted record deliveries for the third quarter, while rival Rivian lowered its annual deliveries forecast. Also in focus: Government shutdown developments including the delay of jobless claims data  — and what Treasury Secretary Scott Bessent told CNBC about the potential impact of the shutdown on GDP, Berkshire Hathaway agrees to acquire Occidental Petroleum's chemicals unit for $9.7 billion in cash.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.

Record highs on the S&P and Nasdaq: Carl Quintanilla, Courtney Reagan, and Michael Santoli began the hour with the latest from Washington as Day 2 of a shutdown gets underway... With former PIMCO Economist Paul McCulley taking the contrarian take - that delayed data may not be a bad thing, at least when it comes to the Fed. Plus: hear longtime tech investor Dan Niles' best investment idea right now that just might surprise you - along with a breakdown of Tesla's delivery numbers with the former CEO of Ford.  Also in focus: Berkshire Hathaway making its biggest purchase in years - Occidental's chemical business 'Oxychem' - key details this hour... Along with a deep dive on a big change out of FICO score provider 'Fair Isaac' when it comes to licensing credit scores, as the stock sits at the top of the S&P in early trading.  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.

Cramer says this stock won’t hit $90 unless it solves its China business. 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/morningtakeCNBC 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.

Stocks under pressure as the government shutdown begins: Carl Quintanilla, Sara Eisen, and David Faber broke down the latest headlines - and what they mean for stocks, markets, and your wallet with Trivariate's Adam Parker before later getting Apollo Chief Economist Torsten Slok's take on all the action. Plus: what "Trump-RX" and the government's new deal with Pfizer could mean for an underperforming healthcare sector... and a deep-dive on Nike's results - and whether a turnaround could be in the cards here.  Also in focus: a big day for public debuts - as AI data-center REIT "Fermi" goes public on the NASDAQ, and the parent company of the biggest flood insurance provider here in the U.S. begins trading at the New York Stock Exchange. What investors should know about both names ahead of the first trade.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, Jim Cramer and David Faber engaged in a wide-ranging discussion about the potential impact of the federal government shutdown, which began Wednesday after midnight.The ADP employment report shows the private sector unexpectedly shed 32,000 jobs in September. Nike shares rose on a quarterly beat as CEO Elliott Hill implements his turnaround plan for the company.Also in focus: All things AI, Tesla raises lease prices after expiration of a federal EV tax credit, Ford posts higher Q3 auto sales across the board, what's next for big pharma in wake of President Trump'sdrug pricing deal with Pfizer, Warren Buffett's Berkshire Hathaway reportedly near a $10 billion deal to buy Occidental's petrochemical business, why sports betting stocks have taken a hit.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.

Cramer explains two stocks The Club is buying. 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/morningtakeCNBC 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.

A possible government shutdown less than 24 hours away: Carl Quintanilla, Sara Eisen, and David Faber broke down fresh consumer data top of the hour in addition to the movers you should know as the quarter comes to a close. Bespoke's Paul Hickey joined Post 9 with his bull and bear case for the economy - before the team checked in with former Trump Administration insider & Chief of Staff to VP Mike Pence Marc Short about what comes next in Washington. Plus: the AI trade in full swing today - catch a recap of the news sending Coreweave shares surging, and whether there's more room to run when it comes to AI demand with the CEO of an Nvidia challenger that just raised $1.1B - at a more than $8B valuation.  Also this hour: a conversation with Tonight Show Host Jimmy Fallon - ahead of the premiere tonight of his new reality TV competition show "On Brand" at 8PM Eastern. 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.

Carl Quintanilla, Jim Cramer and David Faber led off the show with President Trump warning of mass federal layoffs if a government shutdowngoes into effect after midnight. On the final trading day of September and Q3, the anchors highlighted the quarter's big winners and the AI trade, including CoreWeave's $14 billion computing power deal with Meta. Jim takes you inside his new book "How To Make Money In Any Market,"which is now on sale. Also in focus: Fed speak on rates and inflation, Spotify falls on CEO changes, how to play the banks.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.

Cramer says this warehouse retailer’s 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/morningtakeCNBC 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.

This hour: Carl Quintanilla, Sara Eisen, and David Faber discussed the market set-up as tech rebounds and a government shutdown looms - with one Chief Investment Officer arguing it all hinges on more easing from the Fed. Plus: are concerns overblown about sky-high AI valuations? AI and tech investor Byron Deeter joined the team with his take - while the team checked in with one former Tesla president about what the end of EV incentives might mean for that name.  Also in focus: a number of huge deals and c-suite changes... The team discussed the record-breaking take private deal boosting EA shares, CSX's new CEO following activist pressure, and the potential change ahead to cannabis regulation boosting that entire space today. 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.

Carl Quintanilla, Jim Cramer and David Faber led off the show with the deal the day: Videogame publisher Electronic Arts has agreed to be taken private by Silver Lake Partners, Affinity Partners and Saudi Arabia's PIF  in a $55 billion buyout. The anchors reacted to comments by Walmart CEO Doug McMillon, who was quoted as saying "It's very clear AI is going to change literally every job." Changes in the C-suite: New CEOs at CSX,  Barrick Mining and GSK, while Comcast named its President Mike Cavanagh to join Brian Roberts as Co-CEO effective January 2026. Also in focus: Markets and government shutdown watch,President Trump reiterates his threat to impose 100% tariffs on movies filmed outside of the U.S., Jim's new book "How To Make Money In Any Market" goes on sale Tuesday. Disclosure: Comcast is the parent company of NBCUniversal, which owns CNBC.Versant would become the new parent company of CNBC upon Comcast’s planned spinoff of Versant. 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.

The latest read on inflation coming in as expected in August (PCE): Carl Quintanilla, Sara Eisen, and David Faber broke down the data and discussed where to put your money to work here with one asset management strategist who says the rally has legs. Plus: a huge day in Washington... As the President makes tariff moves across the chips, furniture, and pharma - and a potential government shutdown looms. Hear the latest headlines - and what it means for each sector this hour with analysis from a longtime semis analyst and an early-stage biotech investor who says it would be "devastating" for his industry. Also: Moody's Analytics Chief Economist Mark Zandi joined the team with new numbers on how a shutdown would hit GDP growth - and it just might surprise you.  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.

Carl Quintanilla and David Faber led off the show with stocks affected by President Trump's announcement of new tariffs on imported pharmaceuticals,household furnishings and trucks. The anchors also discussed the president's executive order to approve a TikTok deal and what it could mean for both the U.S. and China.Jim Cramer joined the program after his appearance on NBC's "Today" show, where he discussed his new book, "How To Make Money In Any Market."Also in focus: Core PCE -- the Fed's preferred inflation gauge -- comes in as expected, YouTube TV-NBCUniversal carriage dispute, Evercore hikes Apple price target. Disclosure: Comcast is the parent company of NBCUniversal, which owns CNBC.Versant would become the new parent company of CNBC upon Comcast’s planned spinoff of Versant.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.

Cramer explains why higher mortgage rates will hurt this 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/morningtakeCNBC 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.

Carl Quintanilla, Sara Eisen, and David Faber kicked off the hour looking at the latest data on jobs and US GDP - before diving into what it all means for stocks with Piper Sandler's Chief Investment Strategist. Plus: the earnings names you need to know... Accenture CEO Julie Sweet joined the team to breakdown new numbers from her company, while one housing analyst joined Post 9 with his housing playbook following results out of KB Home.  Also in focus: hear the latest reporting around a possible Tiktok deal today - and breaking news during the hour - a recap of the new Supreme Court amicus brief in support of Fed Governor Lisa Cook from every living former Fed Chair, many former Treasury Secretaries & even CEA chairs.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.

Carl Quintanilla, Jim Cramer and David Faber led off the show with Intel, one day after the stock jumped 6%. The company has reportedly approached Apple about investing in the troubled chipmaker. President Trump is expected to sign a deal Thursday that would facilitate the sale of TikTok's U.S. operations. Starbucks ramps up its turnaround strategy, disclosing it would cut up to 900 corporate jobs and close a number of locations. Also in focus: Stocks extend losses on tech weakness, Q2 GDP jumps to 3.8%, existing home sales edged lower in August, KB Home's earnings beat,  China's BYD outsells Tesla again in the EU, CoreWeave expands OpenAI pact, CarMax tumbles. 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.

Carl Quintanilla, Leslie Picker, and David Faber discussed the latest on the markets front - coming off a weak day for the AI trade. JP Morgan Asset Management's Chief Strategist for the Americas joined the team with her playbook - while the team checked in on the chips across the board. Hear one top semiconductor analyst breakdown new numbers out of Micron, the CEO of Nvidia challenger and private chip company 'Groq' talk innovation ahead, and what investors need to know about Alibaba's big boost to AI spending.  Also in focus: 2025's Ryder Cup officially kicking off - the head of PGA of America joined the team with his take on the action, and the big money at play in one of the golfing community's biggest events of the year.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, Jim Cramer and David Faber drilled down on the AI trade cooling off as the S&P 500 snapped a 3-day win streak. Micron CEO Sanjay Mehrotra joined the program exclusively to discuss better-than-expected quarterly results and guidance driven by AI demand. Arm Holdings CEO Rene Haas appeared on the show and spoke about the chip designer's role in the Stargate partnership with OpenAI, Nvidia, SoftBank, Oracle and other companies — the project announcing plans to open five new data centers. Also in focus: Fed Chair Powell on stocks, Jimmy Kimmel back on the air at ABC. 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.

Carl Quintanilla, Courtney Reagan, and Michael Santoli broke down the market set-up with Citi's Chief Equity Strategist Scott Chronert before diving into President Trump's United Nations address LIVE - spanning the economy, immigration, and policy concerns. 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.

Carl Quintanilla, Courtney Reagan and Michael Santoli explored the record run for stocks, with the Dow, S&P 500 and the Financials sector all hitting fresh all-time highs. The anchors also reacted to comments from Fed Governor Bowman and Chicago Fed President Goolsbee ahead of Fed Chair Powell's Tuesday speech. Vertiv Executive Chairman David Cote joined the show at Post 9 to discuss the AI landscape. Also in focus: The White House links Tylenol to autism, Jimmy Kimmel's show to return to ABC, President Trump at the United Nations, Palantir's first year as an S&P 500 stock, AutoZone's fifth consecutive quarterly earnings miss, the retail sector stock slump. 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.

Cramer reacts to strong demand pushing this tech giant higher. 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/morningtakeCNBC 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.

Carl Quintanilla, Sara Eisen, and David Faber discussed the latest on the Fed front - amid a slew of speaking engagements from FOMC members today and this week... and a divergence grows between market expectations and Fed targets. Interactive Brokers' Chief Strategist Steve Sosnick and market veteran Rebecca Patterson joined the team with their volatility playbooks - before the team took a look at one beaten down sector that could be worth buying here.  Also in focus: has the AI trade peaked? Hear a fresh read on demand from the CEO of CoreWeave - fresh off a $6B deal with Nvidia... And more on what to do with Oracle shares, as Safra Catz moves from CEO to Executive Chair - and the company names 2 new CEOs. 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.

Anchors Carl Quintanilla, David Faber and Jim Cramer started the show with Oracle’s CEO changes. The company promoted executives Clay Magouyrk and Mike Sicilia as new CEOs, while current CEO Safra Catz will serve as executive vice chair on the company board. The desk also spoke First on CNBC with T-Mobile’s incoming and outgoing CEOs about their own leadership changes. After the opening bells, the anchors also discussed Pfizer’s deal for weight loss biotech company Metsera in a transaction valued up to $7.3 billion.  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.

In its race to rival Amazon and become the next great “everything store,” Walmart leveraged its brick and mortar empire to grow into a major player online. And it didn’t take long for the world’s biggest retailer to build a massive digital marketplace with hundreds of millions of products and thousands of third-party sellers. But Walmart’s digital boom has a little known and much darker underside – where some sellers steal the identities of legitimate businesses so they can peddle counterfeit and sometimes dangerous products to unsuspecting customers. After CNBC shared its reporting with Walmart, the company began tightening its vetting process for both products and sellers and says it has a “zero-tolerance policy for prohibited or noncompliant products.” Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Cramer reacts to global demand for this tech giant’s latest products. 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/morningtakeCNBC 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.

Carl Quintanila, David Faber, and Jim Cramer started the hour on the record rally with the Russell 2K hitting its first record close since 2021. The anchors also broke down FedEx’s earnings, which beat on both the top and bottom lines. Later in the hour, Cramer brought highlights from his meetup with Apple CEO Tim Cook from the company’s flagship Fifth Avenue store in NYC, as iPhone 17 sales begin worldwide. 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.

A big morning in Washington: the President holding a much-anticipated call with Chinese President Xi Jinping, as House lawmakers vote to avert a shutdown and RFK Jr's vaccine advisory panel meets for a second day. Carl Quintanilla, Sara Eisen, and David Faber broke the latest headlines on all 3 stories this hour - along with more on the market impact with Rockefeller International Chairman and longtime market veteran Ruchir Sharma. Plus: what all these new guidelines for vaccine makers means for pharma stocks - as the group underperforms on the year...   Also in focus: Apple fans around the world lining up to get their hands on the latest iPhones, with new models officially now on sale. Hear a read from the ground at one of the company's NYC stores - and discussion with one analyst who's keeping his hold rating on the name.    Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Dow, S&P, and Nasdaq hitting fresh record highs after yesterday's Fed Decision: Carl Quintanilla, Sara Eisen, and David Faber got the market playbook — and more on what could come next — with Bank of America's Savita Subramanian and Evercore Vice Chair Krishna Guha. Plus: Intel shares surging as Nvidia takes a multi-billion dollar stake in the company; hear analysis from one long-time chip analyst on what it means for the companies - and their competition.  Also in focus: the view from the C-Suite. Shares of crypto exchange Bullish popping higher after their first earnings report as a public company - CEO Tom Farley came to Post 9 to break down the numbers... Before the team also caught up with the CEO of Expedia, live from one of the travel industry's biggest conference with her read on demand, prices, and how AI is transforming the business.  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.

Anchors Carl Quintanilla, David Faber and Jim Cramer began the hour with Nvidia’s $5 billion investment in Intel, as part of a deal to co-develop data center and PC products. The news sent shares of Intel surging sharply at the market open. The desk also discussed the Fed’s decision to cut rates for the first time in 2025, with 2 more cuts likely before year end. Later in the show, FCC Chairman Brendan Carr joined the program to discuss ABC’s decision to suspend Jimmy Kimmel over his remarks about Charlie Kirk. 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.

Cramer calls this tech giant a ‘juggernaut’. 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/morningtakeCNBC 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.

A Fed rate decision just hours away: Get ready with David Faber and Sara Eisen this hour, along with former Fed economist & creator of the "Sahm" rule Claudia Sahm. To kick things off: the team looked at where things stand on consumer rates - and current FOMC members - before jumping into the market impact. Housing also a key focus as the rate on a 30-year mortgage hits multi-year lows... Walker & Dunlop Chairman Willy Walker came to Post 9 with his read on what could come next.  Also in focus: a series of individual stock stories on the day.... Hear from the CEO of Lyft, as shares surge double digits on a new Waymo partnership. Plus: a wide-ranging discussion with former SEC Chair Gary Gensler - spanning crypto to the President's new push to end quarterly results.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.

David Faber and Jim Cramer started the hour with a preview of the Fed’s decision in the afternoon, where the group is expected to cut rates for the first time this year. The desk also shifted to Nvidia and an FT report that China is banning its tech companies from buying Nvidia’s AI chips. After the opening bells, the CEO of StubHub joined the show to discuss the company’s public debut.  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.

Another FOMC meeting kicking off today:Carl Quintanilla, Sara Eisen, and David Faber broke down a slew of new data points from consumer retail sales to new homebuilder sentiment crossing top of the hour. Charles Schwab's Chief Investment Strategist Liz Ann Sonders joined the team with her expectations - while one banks analyst broke down his top picks in the space as the big banks hit new highs. Plus: CNBC's out with our latest Fed Survey - what investors need to know this hour.  Also in focus: a potential U.S.-China Tiktok deal... Hear David Faber's exclusive reporting, and what Oracle has to do with it - along with more details on what's driving declines in shares of Warner Brothers Discovery. Plus: Eli Lilly revealing the first of 4 new manufacturing sites here in the U.S. during the hour - and CEO David Ricks talked to CNBC about the move. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, Sara Eisen, and David Faber began the show with a look at the big Fed meeting on deck, a day after an appeals court ruled that President Trump cannot fire Federal Reserve Governor Lisa Cook before the FOMC Meeting. David Faber also had a new Faber report on TikTok, saying that the framework agreement for the social media platform will include new investors as well as existing investors in the platform’s Chinese parent company ByteDance. Later in the hour, CNBC’s Phil LeBeau brought an exclusive interview with the CEO of Rivian on the company’s new $5B EV assembly plant in Georgia. 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.

Cramer says this tech giant’s value relative to price is ‘very high’. 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/morningtakeCNBC 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.

S&P and Nasdaq kicking off a big week with more record highs:  Carl Quintanilla, Sara Eisen, and David Faber broke down the latest as big tech names from Apple to Tesla lead the charge in early trading. Google reaching a $3T market cap for the first time ever - while Tesla gains on new share purchases from CEO Musk, and investors get bullish on demand for Apple's newest iPhones. Veteran tech investor Dan Niles - and Truist Wealth Chief Investment Officer Keith Lerner - joined the team with their takes on all the action.   Plus: vaccine stocks in focus ahead of a key CDC meeting this week - former FDA Commissioner Scott Gottlieb gave his predictions for regulation ahead.    Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, Jim Cramer, and David Faber discussed the latest trade news following U.S. and Chinese officials convening in Europe over the weekend. Trump said the meeting between U.S. and China has gone “very well” and hinted that a TikTok deal might also be close. The desk also debated President Trump’s post on Truth Social that companies and corporations should “no longer be ‘forced’ to report on a quarterly basis.” After the bells, the anchors broke down the big rally for Tesla after Elon Musk revealed he purchased around $1 billion worth of Tesla shares on Friday. 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.

Another day of record highs on the NASDAQ:  Carl Quintanilla, Sara Eisen, and David Faber broke down fresh consumer data top of the hour before Wharton Professor Jeremy Siegel joined the team with his take on why the Fed NEEDS to cut rates - in a big way, and soon. Plus: a read from the ground on trade with the CEO of logistics giant Flexport... and more on the blockbuster IPOs of the day - from crypto exchange Gemini to Via Transportation, whose CEO joined the team at Post 9 ahead of the first trade.   Also in focus: huge moves higher for certain names... Hear David Faber's exclusive reporting on a possible Paramount-Skydance/Warner Brothers Discovery deal - as shares of both name pop higher... And don't miss a deep-dive on the future of Opendoor with new Chairman Keith Rabois, who argues the company's value is potentially "infinite" with shares up +1,000% on the year.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.

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.

Cramer says this retail stock has tremendous upside. 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/morningtakeCNBC 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.

Carl Quintanilla, Sara Eisen, and David Faber broke down the numbers and what it means for stocks with RBC's Head of Equity Strategy Lori Calvasina - in addition to taking a look at the key movers of the day from Opendoor's huge surge to software stocks like Oracle and Adobe - gaining ahead of earnings from the latter name tonight.  Plus: a wide-ranging interview you don't want to miss... Commerce Secretary Howard Lutnick joined the team at Post 9 with his remembrance of 9/11, the latest on trade talks, and why he sees big jobs growth ahead. 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.

On a record-setting day for the S&P 500, Carl Quintanilla, Jim Cramer and David Faber discussed market reaction to key economic data: August CPI rose year-on-year while weekly jobless claims jumped to levels not seen in four years. AI in the spotlight one day after shares of Oracle soared 36%, adding $224 billion to its market cap and making founder Larry Ellison $100 billion wealthier. On a somber day for the United States, the anchors remembered the September 11 attacks which occurred 24 years ago. Also in focus: Day two for Klarna after its shares rose 15% in its public debut, a downgrade for Apple, one CEO's take on a "terrible consumer experience," Jim previews his visit to Corning's Kentucky plant that makes glass for Apple devices, the manhunt for the shooter who killed political activist Charlie Kirk.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.

Cramer says this digital infrastructure stock is poised for a big 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/morningtakeCNBC 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.

Producer price inflation coming in better-than-expected month-over-month - with the S&P and Nasdaq hitting fresh record highs at the open: Carl Quintanilla, Sara Eisen, and David Faber broke down the latest for stocks... Along with fresh developments on the Fed front out of Lisa Cook and Fed Governor contender Stephen Miran. Jefferies David Zervos joined with his take - and why he's arguing for a *75 basis point* cut at next week's meeting. Plus, get analysis on the day's three biggest tech stories: Oracle shares surging in their best day since 1992 as investors get bullish on cloud demand... Apple shares falling as their new products disappoint... And Klarna: pricing above the range overnight ahead of public debut at the Big Board today. Their CEO joined the team at Post 9 before the first trade with his roadmap for growth ahead - and why they're going public now. 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.

Carl Quintanilla, Jim Cramer and David Faber delved into a big stock story boosting the AI Trade: Shares of Oracle soared more than 35% after it issued a cloud revenue forecast exceeding $500 billion. Oracle surpassed a $900 billion valuation — putting company founder Larry Ellison in a battle with Elon Musk for the title of world's wealthiest person. The anchors and their "Squawk Box" counterparts took a trip down memory lane in celebration of that show's 30th anniversary. In a "First on CNBC" interview, Robinhood CEO Vlad Tenev joined the program from his company's "HOOD Summit" in Las Vegas. Also in focus: A surprise decline in August PPI, Klarna gears up for its Wall Street debut after pricing its IPO above the expected range. 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.

Cramer says this commodity’s weakness makes this company 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/morningtakeCNBC 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.

U.S. payroll growth revised down by 911,000 jobs to start the hour: Carl Quintanilla, Sara Eisen, and David Faber broke down the new data and what it means for stocks with Goldman's Chief U.S. Equity Strategist David Kostin. Plus: a make-or-break product event out of Apple at 1 PM EST... Hear one analyst's take on what to watch out for, and whether it could kick off a rebound for shares. Also this hour: Squawk on the Street gets the view from the C-Suite... with the CEO of one of Europe's largest companies, Airbus - breaking down their confidence in greater deliveries ahead - the CEO of Starbucks, talking their China business - *and* the CEO of PNC, bringing his read on the consumer, rates, and whether a wave of bank M&A could be ahead. 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.

Carl Quintanilla, Jim Cramer and David Faber explored what to expect from Apple's product launch event on Tuesday. The company is expected to unveil its new iPhone 17 lineup. Where does AI fit into the picture? M&A also in the spotlight: Shares of Nebius soar after the Dutch company struck a multibillion-dollar AI Infrastructure deal with Microsoft.Anglo American and Teck Resources agree to merge and create a $53 billion copper mining giant. "Squawk Box" celebrates its 30th anniversary by ringing the Nasdaq opening bell. Don't miss the flashback montage featuring David, Jim and Carl. Also in focus: What Starbucks CEO Brian Niccol told CNBC about his turnaround plan one year after taking the top job. 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.

Cramer breaks down the AI chip race between two 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/morningtakeCNBC 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.

Fed independence a growing discussion across Wall Street: Sara Eisen, David Faber, and Carl Quintanilla discussed the latest on the Fed front as the President confirms his finalists for Powell's replacement, ahead of fresh inflation data this week, and Ken Griffin makes headlines with a new opinion piece in the Journal on the topic. Apollo's Chief Economist Torsten Slok joined the team with his take - on a potential rate cut in September - and whether the AI trade is becoming a bubble... While Rockefeller's Ruchir Sharma took the other side: giving his reasons why the Fed should not cut here. Plus: Tech stocks rallying ahead of an Apple event tomorrow - with a key focus on new iPhones... More on what it could mean for shares of the laggard this hour. Other key stories? What Echostar's new deal with Starlink means for the rest of telecom - as shares pop double digits... Plus: a deep-dive on PNC's latest acquisition, and Howard Stern's newest prank that hit SiriusXM shares in the early trade. 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.

Carl Quintanilla, Jim Cramer and David Faber explored the White House's efforts to influence the Fed. The anchors reacted to an op-ed in The Wall Street Journal co-written by Citadel CEO Ken Griffin about "Trump's Risky Game With the Fed." Treasury Secretary Scott Bessent's comments onNBC's "Meet the Press" about tariffs also were included in the discussion. Also in focus: A four-week losing streak for Nvidia shares, EchoStar shares soar on a $17 billion deal to sell certain spectrum licenses to Elon Musk's SpaceX, AppLovin and Robinhood to join the S&P 500, Howard Stern/SiriusXM hoax 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.

Markets taking a leg lower after this morning’s August Jobs Report: Sara Eisen and Carl Quintanilla broke down the numbers and key takeaways with JPMorgan’s Chief Strategist David Kelly – before discussing what it means for the Fed with Goldman Sachs Chief Economist Jan Hatzius. Meanwhile, Lululemon the stock story of the day… Slumping double-digits after weak guidance and earnings: CEO Calvin McDonald joined the team in a CNBC exclusive to talk the road ahead, and what went wrong this quarter.  Also in focus: Is a 1 *trillion* dollar pay package in play for Tesla CEO Elon Musk? Details on the unprecedented proposal this hour – alongside analysis on the big AI trades of the day, spanning Broadcom to Samsara.  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.

Ahead of this month's Fed decision on interest rates, Carl Quintanilla and Jim Cramer led off the show by exploring the weaker-than-expected August jobs report. National Economic Council Director Kevin Hassett joined the program with White House reaction to the numbers. The anchors also asked Hassett about President Trump's Thursday night meeting with tech CEOs and the president's efforts to oust Fed Governor Lisa Cook. Tesla proposes a pay package for Elon Musk that could become worth $1 trillion over the next decade. Also in focus: Fresh record highs for stocks, Broadcom surges, Lululemon tumbles, Cramer on finding value in this market. 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.

A big morning in Washington with 2 blockbuster hearings kicking off this hour: Stephen Miran in the hot seat before the Senate Banking Committee for his confirmation hearing to be Federal Reserve Governor, while Health Secretary Robert F. Kennedy Jr. took questions from the Senate Finance Committee on the President’s 2026 health agenda… Carl Quintanilla and Sara Eisen broke down the latest headlines as they happened along with the key data of the morning (Jobless claims/ADP) and biggest earnings movers (namely Salesforce).  Also in focus: the view from C-Suite from retail and energy… Hear how the consumer’s holding up with the CEO of Best Buy, along with what’s next in the energy patch according to the CEO of Baker Hughes. 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.

Carl Quintanilla and Jim Cramer led off the show with a look ahead to President Trump hosting dozens of tech CEOs Thursday at the renovated White House Rose Garden. Mark Zuckerberg and Tim Cook among those slated to attend the event, but notably absent form the list -- Elon Musk. Salesforce shares down sharply despite a Q2 earnings beat as current quarter guidance disappointed Wall Street. Also in focus: American Eagle Outfitters soars as the Sydney Sweeney ad boosts sales, Figma tumbles on its first quarterly results since going public, Gap's expansion into beauty products, HHS Sec. Robert F. Kennedy Jr. in the Capitol Hill hot seat, what housing regulator Bill Pulte told CNBC about Fed Governor Lisa Cook, CNBC's Official NFL Teams Valuation list for 2025 as the league gets ready to kick off a new season Thursday night.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.

Global yields spiking overnight as investors work through fresh JOLTS data and tariff developments: Carl Quintanilla and Sara Eisen broke down the latest moves alongside fresh Fed commentary and economic data top of the hour. Counselor to the Treasury Secretary, Joe Lavorgna joined the team to discuss it all – arguing the economy remains strong here – in addition to Jefferies Chief Market Strategist, and potential Fed contender David Zervos later on. Also in focus: what to do with Google shares after their big antitrust trial win… Why Evercore calls this a “clearing event” for the stock – and says you should buy the stock here.  Plus: hear Pfizer’s official response to recent claims around their COVID vaccines… And a recap of August auto sales numbers – along with more on what could come next.  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.

Carl Quintanilla and Jim Cramer engaged a wide-ranging discussion about market reaction to the Google antitrust case: Shares of Alphabet surged after a federal judge ruled that Google does not have to divest its Chrome browser or Android operating system. Apple shares also jumped sharply after the judge said Google can continue to make payments to the iPhone maker for default browser placement. Also in focus: The global bond sell-off, Cook vs. Trump and what Fed Governor Waller told CNBC about Fed independence, Macy's shares soar as part of Wednesday's earnings parade, Ford monthly auto sales rise, gold's record run, Salesforce earnings preview. 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.

Cramer explains why investors should sell this stock ‘at their own peril’.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.

First trading day of September and stocks taking a leg lower: Carl Quintanilla and Sara Eisen broke down the market set-up – along with fresh data and commentary around the consumer and prices paid top of the hour. Bespoke Invest Co-Founder Paul Hickey pointing out what he calls a bullish environment, while former Fed Vice Chair Alan Blinder gave his predictions for a make-or-break Jobs Report this Friday – and what could result from Fed Gov. Lisa Cook’s ongoing DC trial. Plus: get key analysis and more on what to do with stocks in 2 volatile sectors – energy and healthcare, as headlines roll-out of Washington from both industries.   Also in focus: Kraft Heinz and Pepsico. Hear what Warren Buffett had to say about news Kraft Heinz plans to split the company – and why he’s “disappointed” – along with Pepsico’s response to a new activist investor in the name.  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.

Carl Quintanilla and Jim Cramer explored where investors should put their money in September, a traditionally rough month for stocks. Jim discussed value names worthy of your attention. Consumer brands in the spotlight: Kraft Heinz to split into two publicly traded companies, PepsiCo shares jump on a report that activist investor Elliott Management has taken a $4 billion stake in the food and beverage giant, McDonald's brings back "Extra Value Meals," shares of Constellation Brands slide on lowered earnings guidance. Also in focus: President Trump's legal setback on tariffs, the China summit with President Xi, Russian President Putin and Indian Prime Minister Modi. 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.

This hour: Fed Governor Lisa Cook’s case heads to court.  A hearing to temporarily block President Trump from removing her from office kicking off at the top of the hour – Carl Quintanilla, David Faber, and Contessa Brewer got the latest from outside the courtroom, along with analysis on what could come next with a former general counsel for the Fed – now Georgetown law professor. Also top of 10: disappointing consumer sentiment data… The team broke down the numbers with Northern Trust Asset Management’s top strategist - and Moody’s Mark Zandi. Plus: the view from the C-suite… Affirm CEO Max Levchin joined the broadcast to break down the numbers and how the consumer is holding up – along with the Chairman and CEO of Celsius, later on… Talking Pepsi’s decision to raise their stake in the name and what it means for strategy.    Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, David Faber and Robert Frank led off the show with a preview of Friday's federal court hearing in the case of Fed governor Lisa Cook, who is suing to block President Trump's efforts to fire her. Former White House attorney Ty Cobb weighed in on the situation. The anchors explored market reaction to the Fed's preferred inflation gauge: July PCE in line amid expectations for a Fed rate cut in September. Also in focus: S&P above 6500, Bulls rule in August, Alibaba vs. Nvidia, Dell slides, Affirm soars, Robert's look at the biggest  insider sellers and a preview of his "Inside Alts" newsletter set to launch September 2. 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.

The second hour of CNBC’s "Squawk on the Street" with Carl Quintanilla and Sara Eisen is broadcast each weekday from the floor of the New York Stock Exchange, 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.

Cramer breaks down this chip giant’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.

Carl Quintanilla, Jim Cramer and David Faber engaged in a wide-ranging conversation about Nvidia and what's next for the stock and the AI trade. The world's most valuable company posted a Q2 earnings beat, but the stock fell in reaction to lighter-than-expected data center revenue growth -- and a Q3 outlook that did not include H20 chip shipments to China. The anchors also discussed the lawsuit Fed governor Lisa Cook filed against the Trump Administration, contesting the president's move to fire her. Also in focus: The retail earnings parade led by Dollar General and Best Buy, Snowflake soars, upheaval at the CDC. 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.

Cramer explains why he likes this stock despite its weakness. 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.

Carl Quintanilla, Mike Santoli and David Faber interviewed Sen. Elizabeth Warren at the top of the show, discussing President Trump’s firing of Fed Governor Lisa Cook, as well as her thoughts on the government’s 10% stake in Intel. The anchors also discussed the potential overblown fears of the slowdown for software after shares of MongoDB shares surged more than 30% on their earnings print. Also in the mix: CNBC’s Diana Olick discussed her new piece on how mortgage fraud might be less widespread than people think.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.

Carl Quintanilla, Jim Cramer and David Faber led off the show with what to expect from Nvidia when the world's most valuable company releases its quarterly results after Wednesday's close of trading. According to CNBC sources, Fed governor Lisa Cook could file a lawsuit to overturn her firing by President Trump as soon as today in federal court. Also in focus: MongoDB and Kohl's among the stocks soaring on earnings news, shares of EchoStar double after its $23 billion spectrum deal with AT&T this week, President Trump hits India with 50% tariffs, NFL star Travis Kelce launches his new American Eagle Outfitters clothing line after his engagement to Taylor Swift.  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.

Cramer says this pharmaceutical giant’s stock can climb. 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.

President Trump saying he’s firing Fed Governor Lisa Cook; Lisa Cook firing back that he doesn’t have the authority – and she’s not stepping down. Carl Quintanilla, David Faber, and Michael Santoli broke down the latest developments in the story, before talking potential fallout with Jefferies Strategist and Fed Chair contender David Zervos. Plus: the outlook for stocks amid the volatility – and better-than-expected consumer confidence data… Nuveen’s Chief Investment Officer joined the team with her take on the action.  Also in focus: a number of market movers in early trading… Interactive Brokers shares gaining on news it’s joining the S&P 500: Chairman & Founder Thomas Peterffy discussed where he sees growth ahead in the business – and broader markets. Eli Lilly also in the green on new obesity pill data: hear more on how to play shares with an analyst forecasting big gains ahead. Plus: a deep-dive on how AI is impacting a big part of the finance industry – excel spreadsheets. 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.

Carl Quintanilla, Jim Cramer and David Faber engaged in a wide-ranging discussion about the White House taking its attacks on the Fed to an unprecedented level. President Trump said he fired Fed Governor Lisa Cook amid mortgage fraud allegations, but Cook responded by saying Trump has no authority to remove her and that she is not resigning. What might it all mean for Fed independence and the markets? Also in focus: What Commerce Secretary Lutnick told CNBC about the U.S. government potentially taking stakes in defense contractors, EchoStar soars on its $23 billion spectrum deal with AT&T, Eli Lilly obesity pill trial results, Nvidia earnings one day away.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.

Cramer says this cybersecurity 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.

Stocks taking a leg lower after Friday’s big rally: Carl Quintanilla, Michael Santoli, and David Faber broke down fresh housing data top of the hour – and whether Powell’s given an “all clear” for stocks to rally with veteran investor Dan Niles, before getting former Federal Reserve governor Randy Kroszner’s take. Plus: a make-or-break report ahead out of Nvidia… How to play it with an analyst who’s got one of the highest price targets on the street, along with the implications for Intel shares of this new Trump Administration stake in the name. Also in focus: new tariff concerns hitting shares of furniture makers – the latest out of Washington and what it could mean for consumer prices… Cryptocurrencies under pressure – what’s driving declines… And a deep-dive on Keurig Dr Pepper’s new $18 billion deal for the owner of Peet’s coffee. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

After Friday's big rally fueled by Fed Chair Powell's Jackson Hole speech, Carl Quintanilla, Jim Cramer and David Faber explored what's ahead for stocks -- including Nvidia's earnings due out Wednesday. Sticking with chips: the anchors reacted to President Trump's social media post stating the U.S. government taking a 10% stake in Intel is "making the USA RICHER, AND RICHER." National Economic Council Director Kevin Hassett spoke on CNBC about the potential for similar investments in other companies. Also in focus: Keurig Dr Pepper agrees to buy Peet's Coffee parent JDE Peet's in an $18 billion deal, a historic box office win for Netflix, "Faber Report" on CSX, railroad M&A and where Warren Buffett fits into the picture. 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.

Today: the event Wall Street has been waiting for all week… A highly anticipated speech from Fed Chair Jerome Powell in Jackson Hole, Wyoming. Hear it in full this hour – along with the key takeaways for investors with an all-star cast of: Former PIMCO Chief Economist Paul McCulley, Partners Group Chief Investment Strategist Anastasia Amoroso, and Fundstrat’s Tom Lee – alongside CNBC’s own Carl Quintanilla, Sara Eisen, Michael Santoli and Steve Liesman.  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.

On a day Wall Street and the global markets had been waiting for, Carl Quintanilla, Sara Eisen and Mike Santoli covered all of the bases and set the stage for Fed Chair Jerome Powell's Friday keynote speech at the Fed symposium in Jackson Hole, Wyoming. The anchors discussed market expectations, tariffs, inflation and President Trump putting pressure on the Fed to cut interest rates in September. Apollo Global Management Chief Economist Torsten Slok joined the program at Post 9 to offer his perspective on Powell and the future for rates. Also in focus: What Nvidia CEO Jensen Huang said in Taiwan about his company's AI chips and China amid a rough week for the stock,  market rotation out of big tech, earnings movers. 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.

This hour: Carl Quintanilla, Sara Eisen, and David Faber broke down data just crossing on the housing front, alongside exclusive comments to Sara from Walmart’s CFO on prices, demand, and how the consumer’s holding up. Plus: a make-or-break speech from Fed Chair Powell tomorrow in Jackson Hole, Wyoming… What investors should know, this hour.  Also in focus: a wide-ranging deep-dive you don’t want to miss from Disney CEO Bob Iger and ESPN Chairman Jimmy Pitaro… Spanning the rising cost of sports rights, Disney’s cable business, AI, and Disney’s new ESPN streaming app – which launches today.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.

Carl Quintanilla, David Faber and Sara Eisen kicked off the show with Walmart shares lower on Q2 earnings that overshadowed raised guidance. Find out what Walmart's CFO told Sara about tariffs and the consumer. The U.S. and EU unveil new details about their trade framework and where tariffs come into play. Also in focus: Disney debuts its new ESPN direct-to-consumer streaming service, Fed Governor Lisa Cook fires back at President Trump's call for her to resign, Palantir watch, Nvidia and China, the state of UnitedHealth's turnaround plan 100 days into Stephen Hemsley's second stint as the company's CEO. 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.

Carl Quintanilla, Sara Eisen, and David Faber discussed Target’s latest results and the company’s big C-Suite shuffle. Target announced that company veteran Michael Fiddelke will become its next CEO starting next February, as shares of the retailer dropped in early trading. The desk also hit Palantir’s big pullback, down more than 20% from its recent highs. Also in the mix: CNBC’s Steve Liesman joined the program live from Jackson Hole, Wyoming with a new survey looking at the race to replace Fed Chair Powell.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.

With the tech sector extending Tuesday's sell-off, Carl Quintanilla, David Faber and Mike Santoli discussed semiconductor stocks under pressure -- on a report which says the Trump Administration is looking into the federal government taking equity stakes in chipmakers that receive CHIPS Act funding. Palantir hit bear market territory during Wednesday's session: This year's best performing S&P 500 stock down 20% from last week's record high and on track for a six-day losing streak. Target shares also slumping after the retailer posted quarterly results and named COO Michael Fiddelke to replace Brian Cornell as CEO in February 2026. Find out what both executives told Sara Eisen about Target's future.  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.

Carl Quintanilla, Sara Eisen, and David Faber broke down the latest consumer reads out of earnings – as Home Depot kicks off a make-or-break week of retail results. Executives calling out strong momentum… But former Chief Investment Strategist for Bridgewater Rebecca Patterson says demand risks remain, breaking down her playbook for volatility. Plus: one of the street’s top retail analysts gave his key stocks to buy – and avoid – in the space… and the CEO of Palo Alto Networks joined the team to discuss new numbers from his company.   Also in focus: Intel gaining as Softbank invests $2 billion and reports grow around a possible government stake – what Commerce Secretary Howard Lutnick told the team about that news, and possible rails M&A.   Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, David Faber and Mike Santoli led off the show with developments regarding Intel: Softbank investing $2 billion in the company, as the Trump Administration reportedly weighs taking a 10% stake in the chipmaker. Commerce Secretary Howard Lutnick joined the program and discussed a potential government investment in Intel. Also in focus: Home Depot's quarterly miss, Palo Alto Networks sharesjump on earnings, Nexstar to buy rival TV stations operator Tegna, the "SPAC king," Medtronic and activism, why one particular stock is plummeting 40%. 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.

The second hour of CNBC’s "Squawk on the Street" with Carl Quintanilla and Sara Eisen is broadcast each weekday from the floor of the New York Stock Exchange, 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.

With the Dow coming off a record intraday high on Friday, Carl Quintanilla, David Faber and Mike Santoli explored a big week on tap for the markets -- including Fed Chair Powell's upcoming speech at the Fed symposium in Jackson Hole, Wyoming, as well as retail earnings from Home Depot, Walmart and Target. Novo Nordisk shares get a lift from a double dose of news regarding their blockbuster drugs Wegovy and Ozempic. Also in focus: Ukraine's president and European leaders set to meet with President Trump at the White House, Nvidia rises on analyst calls, why the "force" is with one stock up more than 25% to start the week, Tesla teases a new car in China, a fascinating look at humanoid robots as China showcases advancements in robotics.  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.

The Dow hitting a new all-time high alongside the S&P as United Health gives things a boost:  Carl Quintanilla, Leslie Picker, and Michael Santoli broke down latest along with fresh data top of the hour (Consumer Sentiment – coming in at its lowest level since May) before getting into the market outlook with the head of investment strategy for Edward Jones. Plus: hear Janus Henderson’s top picks amid the volatility – with one portfolio manager laying out why he likes Amazon and Microsoft at these levels. The team also dove deep into Berkshire’s biggest moves this quarter – including the United Health buy sending shares up double digits – along with some key sales from Coreweave’s early investors, as the post-IPO lock-up on shares finally expires today.   Also in focus: DC headlines galore – hear what to do with Intel shares as they gain on a report that the government is looking at taking a stake in the name this hour – along with the key details so far from “high stakes” summit between President Trump and Russian President Vladimir Putin in Alaska today.    Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, Scott Wapner and Mike Santoli discussed UnitedHealth Group leading the Dow to a new all-time high -- after Warren Buffett's Berkshire Hathaway disclosed a $1.6 billion stake in the health insurer, whose stock remains the Dow's worst performer this year. The anchors also reacted to reports the Trump Administration is in talks with Intel to have the U.S. government acquire a stake in the chipmaker. Also in focus: Applied Materials tumbles on weak guidance, July retail sales rise, what Chicago Fed President Austan Goolsbee told CNBC about tariffs and rate cuts, software stocks slump, Target downgraded, Trump-Putin summit. 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.

Producer inflation data coming in far higher than expected:  Sara Eisen and Carl Quintanilla broke down the numbers alongside key commentary out of consumer earnings when it comes to tariffs, before discussing the market impact with Charles Schwab’s Chief Investment Strategist Liz Ann Sonders. Plus: hear the Fed’s first reaction to the inflation print – in CNBC’s exclusive interview with St. Louis Fed President Alberto Musalem spanning the data, the economy, and the possibility of a rate cut in September. Also in focus: huge movers across earnings and new entrants… The CEO of options and equities exchange “Miami International” joined the team ahead of their first trade on the New York Stock Exchange, while Sara brought exclusive commentary from a call with the CEO of Tapestry – as those shares fall to the bottom of the S&P despite a top and bottom line beat.  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.

With tariffs and rate cut hopes on the front burner, Carl Quintanilla and Jim Cramer discussed hotter-than-expected wholesale inflation data weighing on stocks. The July Producer Price Index up 0.9%, well above economists expectations. Cisco CEO Chuck Robbins joined the program to explain how AI fueled the company's earnings beat. Also in focus: Deere shares under pressure on trimmed guidance, Coach parent Tapestry tumbles, crypto exchange Bullish builds on its strong debut one day after going public, bitcoin pulls back from its all-time high, Apple's AI push.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.

Cramer says he wants to buy back shares of this pharma 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.

Stocks hitting more record highs: Sara Eisen, David Faber, and Carl Quintanilla discussed the latest on the markets front with Goldman’s Chief U.S. Economist… Along with his response to the President’s recent post railing against the company and his team’s report on tariff costs. Plus: some surprising new names being floated as potential replacements for Fed Chair Powell – hear who they are this hour - along with a deep-dive on the legal landscape for big tech with a former commissioner at the FTC (as AI start-up Perplexity makes a big for Google’s Chrome Browser, and Elon Musk threatens to sue Apple over antitrust concerns).  Also in focus: a series of key names on the move… The team discussed Cava and Coreweave’s double-digit declines, Paramount-Skydance shares surging on little news, and what to expect from a new entrant at the New York Stock Exchange – Crypto exchange ‘Bullish’, set to trade under the ticker BLSH. Plus, hear from the CEO of quantum computing darling ‘Rigetti Computing’ – whose shares are up nearly *1,700%* over the last year. 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.

Carl Quintanilla, Jim Cramer and David Faber discussed riding the record rally in stocks, with the S&P 500 and Nasdaq hitting new all-time highs. The anchors also reacted to Treasury Secretary Scott Bessent's suggestion that the Fed should cut interest rates by a half-point in September. CoreWeave's high-flying post-IPO rally takes a detour despite guidance and quarterly revenue above street estimates. Bullish CEO Tom Farley joined the program after ringing the NYSE opening bell. Farley -- former president of the NYSE -- discussed Bullish going public and how the crypto exchange is capitalizing on stablecoins. Also in focus: Elon Musk-Sam Altman battle intensifies, Cava plummets. 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.

Stocks gaining after this morning’s inflation report: Sara Eisen, Carl Quintanilla, and David Faber broke down the numbers along with Council of Economic Advisers Chairman (and President Trump’s Pick to Replace Fed Governor Adriana Kugler) Stephen Miran. JPMorgan Asset Management’s Chief Strategist saying higher inflation might not be a bad thing for equity investors – find out why this hour. Plus: hear the latest Fed speak – including Fed President Jeffrey Schmid’s new hawkish comments… and more on how the consumer’s holding up with the CEO of AMC Entertainment, fresh off earnings from the name.Also in focus: the return of M&A and IPOs… Morgan Stanley’s Global Co-Head of Investment Banking joined the team for a wide-ranging interview spanning recent entrants, the deal pipeline, and whether a rebound in activity is to be believed. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, Jim Cramer and David Faber led off the show with market reaction to July CPI inflation data -- as well as what the results could mean for the Fed. Chips back in the spotlight: Beijing reportedly demanding that Chinese tech companies justify buying Nvidia's H20 chips instead of domestic alternatives. The anchors reacted to Intel CEO Lip-Bu Tan's White House Meeting with President Trump. Elon Musk threatens Apple with legal action over alleged antitrust violations involving the App Store. Also in focus: Stablecoin issuer Circle Internet extends its post-IPO rally to a gain of 490% after posting its first quarterly report as a public company, Trump threatens Fed Chair Powell with a "major lawsuit."  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.

Cramer says ‘leave room to buy back’ this restaurant chain. 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.

A mixed morning for stocks as tariff receipts – and headlines – roll in: Sara Eisen, David Faber, and Carl Quintanilla broke down the latest out of Washington, including news that Nvidia and AMD will pay the U.S. government 15% of their China chip sale revenues… plus: investors expecting more clarity today when it comes to tariffs on gold – with the CEO of one of the world’s biggest miners, Barrick Gold – joining the team to discuss. Later on: why Citi’s top U.S. Strategist says the bull case remains strong here – and the path to his new 6600 price target on the S&P.   Also in focus: Paramount Skydance inking a huge media deal – acquiring exclusive rights for UFC for $7.7B… Hear a wide-ranging deep-dive with the heads of UFC Parent company TKO Group, spanning the deal, live sports, and the health of the media ecosystem.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, Jim Cramer and David Faber discussed two big stories in the chip sector: Published reports say Nvidia and AMD agreed to pay the U.S. government 15% of their revenue from sales of AI chips in China. Intel CEO Lip-Bu Tan reportedly set to visit to White House on Monday, after President Trump called for his resignation last week. Also in focus: Nasdaq in record territory after Apple's best week since 2020, Wall Street braces for this week's inflation data, Paramount strikes a $7.7 billion deal with TKO for exclusive UFC rights, Why one AI stock plummeted 30%. 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.

Carl Quintanilla, David Faber, and Leslie Picker kicked off the hour with details on the President’s new pick for the Federal Reserve: Stephen Miran – along with a check on how the broader markets are faring. Former Bridgewater Chief Investment Strategist Rebecca Patterson joined the team at Post 9 with her take, and more on the tariff headlines pushing gold prices to record highs. Plus: a deep-dive on key earnings movers, from Block’s Bitcoin buys to Trade Desk’s tariff warning… and a read on the health of New York City’s economy and pensions – with Comptroller and former Mayoral Candidate Brad Lander, who’s got new numbers when it comes to returns for retirees.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, David Faber and Mike Santoli led off the show with the broader market’s upward momentum, including Apple's weekly gain of 9% heading into Friday's trading session. In a letter to Intel employees, CEO Lip-Bu Tan responded to President Trump's call for him to resign. The anchors reacted to Trump nominating Council of Economic Advisers Chairman Stephen Miran to fill a vacant seat at the Federal reserve. Alson in focus: What OpenAI CEO Sam Altman told CNBC about the GPT-5 launch and the possibility of taking the company public, the software sector slump, the stocks that are plummeting on earnings news, one year into Kelly Ortberg's tenure as Boeing CEO -- the turnaround plan and the stock surge. 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.

Cramer reacts to this pharma giant’s drug trial that failed to impress. 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.

Carl Quintanilla, David Faber, and Leslie Picker began the hour by breaking down the President’s new claim that he would impose a 100% tariff on imports of semiconductors and chips, but not for companies that are “building in the United States.” Separately, he also called out Intel and said the CEO should resign immediately after saying Lip-Bu Tan is “highly conflicted” following reports to his potential ties to Chinese companies. CNBC’s Angelica Peebles also joined the program to discuss Eli Lilly shares plunging following some disappointing weight loss data. Also in the mix; ConocoPhillips CEO exclusively broke down his company’s latest results.  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.

Carl Quintanilla, Jim Cramer and David Faber discussed developments involving the White House and the tech sector: President Trump announced 100% percent tariffs on semiconductor imports, with exemptions for chipmakers who invest in the United States. Taiwan Semiconductor among the chip companies rallying on that news. Apple shares extended their gains one day after the president and Tim Cook met at the White House to announce Apple expanding its commitment to investing in the U.S. In a Truth Social post, Trump called on Intel CEO Lip-Bu Tan to resign. Eli Lilly shares tumbled as weight-loss pill trial results overshadowed an earnings beat and raised guidance. Also in focus: DoorDash among the earnings winners, Paramount and Skydance complete their merger.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.

Cramer says this media giant is a buying opportunity. 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.

Carl Quintanilla, David Faber, and Leslie Picker discussed the latest on the earnings front: starting with AMD’s China concerns and the disappointing guide sending Super Micro shares slumping – along with the better-than-feared numbers boosting McDonalds shares with one analyst forecasting even more gains ahead. Plus: the President announcing an additional 25% tariff on goods from India as Apple announces an additional $100 billion investment to beef up U.S. manufacturing… Hear former Goldman Asset Management Chairman Jim O’Neill’s take on all these fast changing tariff headlines.   Also in focus: how consumer credit is holding up with the CEO of AI lender Upstart, fresh off earnings that have shares falling double digits. A deep-dive on Disney’s big sports bet along with key takeaways from quarterly results. Hear the interim CEO of Lucid break down the road ahead for his company – and the challenges that remain for the EV market… Along with the staggering numbers behind a new generation of “AI Billionaires”. 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.

On a busy morning full of earnings news, Carl Quintanilla, Jim Cramer and David Faber led off the show with reaction to Disney's Q3 results and the deal its ESPN unit struck with the NFL. In a “First on CNBC” interview, AMD CEO Lisa Su discussed the chipmaker's earnings, as well as where China, AI and data centers fit into the picture. A White House official told CNBC that Apple has pledged a new $100 billion investment commitment in the U.S. Also in focus: McDonald's among the earnings winners, Shopify President Harley Finkelstein joined the show to talk about quarterly results that sent shares of the e-commerce company soaring. 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.

This materials brand is one of the most undervalued companies Cramer’s ever seen. 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.

Stocks taking a leg lower after new manufacturing data top of the hour:  David Faber, Leslie Picker, and Michael Santoli discussed the latest – along with key headlines out of President Trump’s wide-ranging interview on CNBC earlier this morning – with Goldman’s Chief U.S. Equity Strategist David Kostin, who argues margins can hold here despite tariff pressures… Plus: the playbook for two sectors in focus today – tech stocks, as Communication Services hits a new high alongside Palantir (on the heels of a blowout quarter), and Healthcare on the heels of double digit swings in multiple earnings names.   Also in focus: the financials. Hear the CEO of Apollo Global’s take on allowing 401(k) funds access to private markets (calling it “common sense”) – and JPMorgan’s response after the President called out the firm alongside Bank of America for so-called “de-banking” of conservatives this hour.    Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

David Faber and Jim Cramer engaged in wide-ranging discussion about President Donald Trump's Tuesday morning appearance on CNBC. The anchors reacted to what he had to say about everything from trade to who might replace Jerome Powell as Fed Chair. JPMorgan Chase responded to Trump's accusation that big banks discriminate against conservatives. Palantir -- this year's top performing stock on the S&P 500 -- jumped to a fresh record high on a blowout quarter fueled by AI. Also in focus: Earnings winners and losers including Caterpillar, which missed on the bottom line and said it expects up to $1.5 billion in tariff-related costs this year.  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.

Jim Cramer says this coffee giant’s stock has come down ‘way too much’. 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.

David Faber, Michael Santoli, and Leslie Picker kicked off the hour with new data and the market set-up ahead of what’s historically a hard month for the market… and stocks like Palantir and meme trade Opendoor surge. Longtime market vet and Evercore Founder & Vice Chair Roger Altman joined the team with his take – and the evidence he sees of an economic slowdown. Plus: listen to a can’t miss and wide-ranging interview with Senator Elizabeth Warren this hour, spanning the economy, the consumer, the housing market, and the NYC mayoral race.   Also in focus: OnSemi the latest chip company to issue disappointing guidance – a debate on whether it’s a canary in the coal mine, this hour… A deep-dive on new numbers out of Berkshire Hathaway… And more on the other key movers of the day: like Wayfair’s better-than-feared results boosting shares to a $10.5B AI data center deal sending shares of a different name +70%.    Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

David Faber and Jim Cramer led off the show with Tesla shares rising after the company awarded Elon Musk a massive multibillion dollar pay package consisting of 96 million restricted shares of stock. The anchors also reacted to President Trump's decision to fire the head of the Bureau of Labor Statistics after July employment data came in weaker than expected. Also in focus: What to make of stocks in rebound mode after Friday's sell-off, fascinating Mag 7 stats, shares of Warren Buffett's Berkshire Hathaway fall on earnings, what to expect from Palantir's quarterly results after Monday's close of trading, Figma's red-hot post-IPO rally takes a detour.   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.

A tough morning after July Jobs data disappointed along with some HUGE revisions when it comes to prior months:Sara Eisen and David Faber broke down the latest – plus new data crossing top of the hour – alongside the market impact for stocks already seeing pressure following new tariff rates on over 60 U.S. trading partners from the Trump Administration. Goldman’s Chief Economist Jan Hatzius discussed his case for stagflation, and what he calls “an economy that’s still growing – but growing very slowly” – but a bit of a different story from Atlanta Fed President Bostic, who joined the team exclusively with a few greenshoots… albeit despite “a very difficult environment right now”.   Also in focus: Big Tech and Crypto. The Head of the SEC discussed the regulator’s new “Project Crypto” and what it means for the industry… And don’t miss advice on what to do with Amazon and Apple shares, along with the rest of the Mag-7, as the group falls alongside the NASDAQ.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

On a busy first trading day of August: David Faber and Jim Cramer discussed the markets in sell-off mode with lots of news in the spotlight: President Trump imposes new tariffs on dozens of countries including Canada, the July jobs report comes in weaker than expected, Amazon shares slide despite a Q2 beat, but Apple is a bright spot -- shares rise after strong iPhone sales helped fuel better-than-expected results. Chevron CEO Mike Wirth joined the program exclusively to discuss everything from earnings to energy and data centers in wake of the AI boom. Also in focus: Shares of Figma extend gains one day after soaring 250% in the company’s Wall Street debut.  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.

Cramer breaks down strong earnings from two tech giants. 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.

Big Tech boosting the S&P to record highs: Sara Eisen and David Faber broke down the latest on the data front (PCE, fresh Powell commentary on tariffs & inflation) with a special guest – Jim Cramer, joining the team ahead of a First On CNBC interview with the CEO of chip designer ARM as shares fall there on disappointing results. Plus: parsing through a deluge of earnings over the last 24 hours… RBC’s U.S. Equity Strategy Head Lori Calvasina gave her take on it all – and why it’s becoming a “stock picker’s market” as companies navigate tariffs – while one big tech analyst along with CNBC’s Steve Kovach broke down Meta, Microsoft, Amazon, and Apple this hour.  Also in focus: a blockbuster public debut at the New York Stock Exchange as Figma prices above the range. NYSE President Lynn Martin discussed all the action, the IPO pipeline, and a whole lot more in a wide-ranging deep-dive this hour.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

David Faber and Jim Cramer covered all of the bases on the AI trade extending the record run for stocks. Microsoft posted a blowout quarter and joined Nvidia in the exclusive $4 trillion valuation club. Meta shares hit a fresh all-time high with an earnings beat of its own, as the company ramps up its AI investment strategy. Also in focus: The Fed's preferred inflation gauge shows an increase in core prices, copper's tumble and the tariff effect, Figma's Wall Street debut at the NYSE, earnings winners and losers including Qualcomm, Arm Holdings, eBay and Ford. 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.

Stocks hovering around record highs ahead of a Fed decision and key report cards out of Big Tech: Sara Eisen and David Faber broke down the latest on the data front (Q2 GDP, new payrolls data, and pending home sales at the top of the hour) along with some new commentary around prices and tariffs from consumer-facing earnings. RBC Tech analyst Brad Erickson broke down his bull case for Meta ahead of results tonight, while former Fed President Esther George discussed her predictions when it comes to Fed Chair Powell and rates.  Plus: the view from the C-Suite… This hour: the CEO of pharmaceutical giant GlaxoSmithKline talked her expectations for tariffs on the industry; hear the CEO of Starbucks’ take on competition, as same-store sales there disappoint; the CEO of Hershey joined the team for her last broadcast interview in the role with the her latest on the consumer, M&A expectations, and legacy; and more from the CEO of Palo Alto as the company announces plans to acquire CyberArk for ~$25B. 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.

David Faber and Jim Cramer kicked off a big show with Starbucks CEO Brian Niccol in a "First on CNBC" interview on the company's quarterly results and turnaround plan. Palo Alto Networks CEO Nikesh Arora and CyberArk Software Founder and Executive Chairman Udi Mokady appeared on the program to discuss their companies' $25 billion merger deal.National Economic Council Director Kevin Hassett joined the show with White House reaction to stronger-than-expected Q2 GDP, as well as views on tariffs and the Fed on rate decision day for the central bank. Also in focus: Earnings parade winners and losers, more woes for Wegovy maker Novo Nordisk. 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.

Jim Cramer and Jeff Marks discuss why The Club has trimmed holdings of this drugmaker. 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/morningtakeCNBC 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.

A huge morning of earnings and deal news: Carl Quintanilla, Sara Eisen, and David Faber kicked off the hour with better-than-expected consumer data – along with a First On CNBC interview with the CEOs of Union Pacific and Norfolk Southern as they sign a new deal for the largest buyout EVER in the industry – and become the first coast-to-coast freight operator in the US…  On the earnings front: hear from one analyst who calls Boeing a buy on new numbers there, more on how to navigate consumer-facing stocks after a slew of mixed reports out of travel and retail, and what’s ahead for pharma on the tariffs front according to the CEO of AstraZeneca, as shares gain following strong results… Plus: what’s driving Novo Nordisk shares to their worst day since 1987. 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.

Carl Quintanilla, Jim Cramer and David Faber led off the show with a mega-deal to create a transcontinental railroad giant: Union Pacific to acquire Norfolk Southern for $320 a share or $72 billion in cash and stock. Boeing CEO Kelly Ortberg joined the program along with Phil LeBeau after the company slashed losses and posted a Q2 beat. Novo Nordisk shares plunge after the Wegovy maker cuts guidance and appoints a new CEO.  Procter & Gamble reports earnings and names its future CEO. UnitedHealth slides on weak 2025 guidance. Also in focus: A slew of earnings winners and losers, the deadly shooting inside an office tower on Park Avenue in New York City. 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.

Cramer breaks down why the Club is buying this legacy tech 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.

Record highs on the S&P and Nasdaq after a new trade deal with the EU this weekend:  Carl Quintanilla, Leslie Picker, and David Faber got the latest from Stockholm as Treasury Secretary Bessent meets with his Chinese counterparts, and talked key carveouts in the EU deal… What one longtime market veteran (Ruchir Sharma) says the world got wrong about tariffs – and what AI mania has to do with it. Plus: the playbook for energy stocks after a huge promise from Europe to buy more American energy… and a deep-dive on how the trade deal could impact the alcohol distillers.  Also in focus: it’s the busiest week of earnings season with reports coming from more than 100 S&P 500 companies including Microsoft, Meta, Apple, and Amazon… The key reports to watch along with the stocks most as risk here – along with details on a new deal out of a different Mag-7 name: Tesla buying $16.5B in Samsung chips.    Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

On another record-setting day for the S&P 500 and Nasdaq, Carl Quintanilla, Jim Cramer and David Faber discussed big stories on the trade front and whatthey could mean for investors: The U.S. and European Union agreed to a deal framework in which most EU goods would face a 15% U.S. tariff. On Monday, Treasury Secretary Scott Bessent and a U.S. delegation arrived in Stockholm, Sweden for new trade talks with their Chinese counterparts. The anchors reacted to what President Trump said about pharma tariffs, the Fed and China during his bilateral meeting with UK Prime Minister Keir Starmer in Scotland.Also in focus: Four "Mag 7" companies lead the biggest week of earnings season, Tesla's $16.5 billion chip deal with Samsung, J.P. Morgan upgrades Nike  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.

The end of a huge week for earnings and record highs on the S&P: Carl Quintanilla, Sara Eisen, and David Faber reacted to breaking commentary from President Trump top of the hour, before getting Apollo Global Chief Economist Torsten Slok’s take… who’s warning of stagflation ahead tied to tariffs: arguing there’s “no free lunch”. Big Tech a key part of the recent rally – longtime investor Dan Niles broke down his top picks ahead of results next week from Apple, and why he sees clouds on the horizon come September. Plus: a number of individual stock movers… The team discussed what’s driving huge declines in shares of Charter and Sarepta, Volkswagen’s latest warning on tariffs – and what it means for the rest of the automakers, and new numbers out of one luxury retailer who’s down big on the year.    Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, Sara Eisen, and David Faber began the show with a look at another record close for the S&P and Nasdaq, following a busy week of earnings. The desk also discussed President Trump’s visit to the Federal Reserve, where he sparred with Powell over renovation costs, but backed off his firing threats. CNBC reporter Kristina Partsinevelos also joined the show to discuss a big drop for Intel post results, as the company continues its turnaround efforts. After the opening bells, FCC Chair Carr joined the program first on CNBC to discuss his group’s decision to greenlight the $8 billion Paramount-Skydance deal. 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.

More record highs on the S&P and Nasdaq: Carl Quintanilla, Sara Eisen, and David Faber broke down key takeaways from the morning’s biggest reports – and dove deep on what to do with Alphabet and Tesla shares following results from both names. Plus: hear from the CEO of CSX, as headlines fly around possible M&A in the space (along with his bullish take on their quarter) AND the CEO of IBM, who says the company could save as much as $4.5B through AI automation… And later on: former Assistant Attorney General Jonathan Kanter’s take on news UnitedHealth is now the subject of a Department of Justice investigation.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.

Another busy day of earnings drove the top of the show, where Carl Quintanilla, David Faber, and Jim Cramer broke down the results out of Tesla and Alphabet. The two stocks moved in different directions after Alphabet posted a big beat, while Tesla missed on the top and bottom lines. The anchors also mentioned UnitedHealth after the company revealed it is facing a DOJ investigation over its Medicare billing practices, which sent shares of the Dow component lower. Also in the mix; Commerce Secretary Howard Lutnick joined the program to discuss the country’s latest trade talks with the EU. 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.

Cramer on the “biggest” trade deal and a new “meme problem”. 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.

One of the most important days of earnings season with reports this afternoon from Alphabet, Tesla, IBM, Chipotle, and more: Carl Quintanilla, Sara Eisen, and David Faber kicked off the hour with one Alphabet shareholder who says the company’s “intrinsic value” has fallen due to the rise of ChatGPT – and broke down his bull case for financial stocks like Capital One… Plus: the CEO of regional bank Keycorp brought his read on the consumer, as he says tariffs are less of a drag than feared, and could even boost the market in the 2nd half. Also in focus: the growing demand for energy, after prices from the biggest U.S. power auction jumped above the record high levels seen just last year. The CEOs of OKLO and Liberty Energy joined the team fresh off a new partnership for a deep-dive spanning demand tied to AI, the future of regulation, and more… and at the end of the interview, President Trump just releasing his administration’s AI action plan: the team broke down key details. 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.

Carl Quintanilla, David Faber, and Jim Cramer began the show by breaking down the latest trade deal between U.S. and Japan. President Trump announced the ‘massive’ trade deal on Truth Social, saying that the agreement includes “reciprocal” tariffs of 15% on the country’s exports to the U.S., with auto duties reportedly being lowered to that level as well. Faber later broke down some reporting on OpenAI and xAi both seeking additional capital, as the race for AI expansion continues. The desk also took some time to remember former Honeywell CEO and longtime GE executive, Larry Bossidy, who passed away at age 90.  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.

Cramer and Jeff discuss investors buying “cold” stocks, healthcare performance, and trade deals. 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.

Earnings season officially kicking into high gear: Sara Eisen, Carl Quintanilla, and David Faber kicked things off with a breakdown of where things stand on the tariffs front – and how  companies are navigating the impact across the autos, the homebuilders, and the defense complex. Key names? General Motors, D.R. Horton & Pulte, along with Northrop, Lockheed Martin, and RTX. Coca-Cola a laggard following results there as well – hear Chairman & CEO James Quincey breakdown the numbers, plus their shift into cane sugar this hour… And why NXP Semiconductor’s disappointing results could be a canary in the coal mine for other chip stocks.  Plus: U.S. debt will be riskier ahead, according to Goldman’s Credit Chief Jonny Fine – he joined the team at Post 9 with his take on the markets… And don’t miss a deep-dive with the CEO of PNC on the heels of a new crypto partnership with Coinbase.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

David Faber rejoined Carl Quintanilla and Jim Cramer at Post 9 at the NYSE for today’s show to help breakdown another busy day of earnings. One of the biggest movers included General Motors, which moved lower despite topping earnings estimates. CEO Mary Barra said in a letter to shareholders that the automaker is working to ‘greatly reduce’ its tariff exposure. The desk also watched shares of Kohl’s spike at the open, with the stock jumping as much as 100% in early trading. Also in the hour; Faber broke down all the potential M&A news swirling around the railroad sector.  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.

Another morning of record highs on the S&P and NASDAQ ahead of a make-or-break week for stocks: Sara Eisen and Carl Quintanilla started the hour with a look at the major earnings coming this week (Alphabet, Tesla, Intel, and more), and what we’ve heard from key companies so far. Barclays Head of U.S. Equity Strategy arguing this will be the first quarter to show the impact of tariffs – but the headwinds just haven’t shown up yet. Plus: a deep dive on new numbers out of Domino’s with an analyst who calls the stock a buy, as their CFO says they’ve seen no geopolitical impact to their business.  Also in focus: hear from the CEO of the credit bureau FICO as his company comes under fire for being a “monopoly” – why he says it’s just the most efficient way for the market to operate, how he’s using AI in the business, and more… and the latest on the biggest movers of the day, from Sarepta to Apple to LVMH.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.

Carl Quintanilla and Jim Cramer started the hour with a look at the busy earnings season ahead. Verizon kicked off the party with a beat and raised guidance, which sent shares of the company higher in early trading. The anchors also turned to a WSJ report that said Sec. Bessent laid out the case against firing Fed Chair Powell to the president. Trump later took to Truth Social to refute the story saying “I know better than anybody what’s good for the Market, and what’s good for the U.S.A.” Later in the show, the desk also turned to some of the day’s biggest movers, including a giant jump for Block following the company’s inclusion into the S&P 500.  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.

Another morning of record highs on the S&P and NASDAQ: Sara Eisen and Carl Quintanilla kicked things off with a fresh read on where things stand when it comes to the U.S. consumer (as new sentiment data hits its highest levels since February, retail sales came in strong, and names like American Express say spending has remained healthy). Longtime market veteran Ed Yardeni joined the team with his take on the action – arguing you should remain bullish here. Plus: hear from Deputy Treasury Secretary Michael Faulkender, in a wide ranging interview spanning the administration’s crypto ambitions – to where he sees the economy headed in the 2nd half… along with a live read on the trade front thanks to Flexport’s Ryan Peterson. 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.

Chevron CEO Mike Wirth joined Carl Quintanilla and Sara Eisen at Post 9 in a "First on CNBC" interview. They discussed the oil giant completing its $55 billion acquisition of Hess. Shares of Netflix pull back from all-time highs despite better-than-expected quarterly results. One analyst offers his take on where the stock and the streaming wars go from here. New record intraday highs for the S&P 500 and Nasdaq -- a chief investment strategist joins the discussion about what's next for the rally. Also in focus: Reaction to earnings from the likes of American Express, Sarepta tumbles, President Trump vs. Fed Chair Powell, the House of Representatives passes landmark crypto legislation, CBS cancels Stephen Colbert's "Late Show."   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.

Cramer explains why the Club is investing in this tech firm that’s embracing AI. 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.

All-time highs yet again for the NASDAQ: Sara Eisen and Carl Quintanilla kicked off the hour discussing the latest for stocks, earnings, data – and ever-growing headlines around Fed Independence. Hear both sides of the debate this hour, including: why the President’s putting the pressure on Powell, what big bank CEOs are saying about it, and both an international billionaire investor’s – and Goldman’s Chief U.S. Economist’s – take on all the action. On the earnings front: Sara caught up with the CEO of Pepsi, who had a big warning when it comes to the consumer - despite shares headed higher post-results. Plus: the CEO of Fifth Third joined the team to breakdown new numbers out of the regional bank, and small business demand. Finally, the team discussed two of the year’s best performers: GE Aerospace, who just reported strong numbers thanks to its engines business… while investors eye Netflix ahead of earnings tonight.   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.

On a busy earnings Thursday, Carl Quintanilla and Jim Cramer explored market reaction to results and guidance from companies including GE Aerospace, United Airlines and Taiwan Semiconductor. PepsiCo CEO Ramon Laguarta joined Sara Eisen, Jim and Carl in an exclusive interview. They discussed everything from the company's Q2 earnings beat -- to President Trump's push to get Coca-Cola to use cane sugar in Coke products. The anchors reacted to Trump’s comment that he is "unlikely" to fire Fed Chair Powell -- as CEOs defend Fed independence. Also in focus: What to expect from Netflix's after-the-bell earnings, health insurer Elevance tumbles, Union Pacific reportedly exploring an acquisition of one of its rivals.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.

Another promising read on inflation this morning: Sara Eisen and Carl Quintanilla kicked off the hour discussing where things stand when it comes to prices, tariffs, and the broader market rally before diving into the tech trade with Melius’s Ben Reitzes – who argues Nvidia could be the first company worth $5T. Plus: hear from longtime market veteran and Allianz Chief Economic Advisor Mohamed El-Erian about what’s next from the Fed… And why he says a rate cut could come sooner than expected.  Also in focus: new numbers out of Bank of America, Goldman Sachs, and Morgan Stanley – what investors should know, this hour; the latest from Capitol Hill on the crypto front, as Bitcoin and related stocks rally; and a deep-dive on whether the wealthy really would leave NYC if Zohran Mamdani is elected mayor. 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.

Carl Quintanilla and Jim Cramer explored what to make of a second day of bank earnings, led by Bank of America, Goldman Sachs and Morgan Stanley. The chip sector's record run also in the spotlight, led by Nvidia trading at all-time highs. The anchors reacted to comments made by Nvidia CEO Jensen Huang in Beijing about doing business in China. The Producer Price Index for June comes in tamer than expected, showing wholesale inflation unchanged month-on-month. Also in focus: ASML drags chip equipment stocks lower, Johnson & Johnson jumps on earnings, President Trump from trade to your 401(K), crypto legislation vote watch. 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.

June consumer inflation coming in as expected: Carl Quintanilla and Sara Eisen broke down the key categories to watch, sectors most impacted by tariffs, and what it all means for stocks alongside the Fed. Famed investor Mario Gabelli joined the team with his take on it all – along with some specific stock picks… While Former Fed Governor Randy Kroszner argued today’s print doesn’t move the needle on rates. Plus: a deep-dive on the big banks, as JPMorgan, Citi, and Wells Fargo kick off earnings from the group this week (all beating estimates).  Also in focus: the President’s headed to Pittsburgh today for Pennsylvania’s first ever Energy and Innovation Summit… with billions of dollars in deals and commitments around AI and data centers expected to be (or already) announced. U.S. Energy Secretary Chris Wright joined the team live from the ground with his answers to America’s growing power needs – along with recent OPEC developments, and more. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

On a record-setting day for the S&P 500 and Nasdaq, Carl Quintanilla and Jim Cramer delved into a number of big stories: JPMorgan Chase, Wells Fargo and Citi kick off earnings season with Q2 beats. Nvidia shares hit new all-time highs after the chipmaker said the U.S. is giving it the green light to resume sales of its H20 AI chips to China. CPI data show consumer inflation rose in June, but largely in line with economists' expectations. Also in focus: JPMorgan Chase CEO Jamie Dimon talks regulation and stablecoins on the company's earnings call, Meta CEO Mark Zuckerberg on the company's AI hiring spree, Amazon-backed Anthropic's AI rollout, Jim Cramer's message for Apple CEO Tim Cook, stocks caught up in a downgrade parade.  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.

Cramer says he likes this industrial stock, calls it 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.

Stocks opening lower as the street works through the President’s new threat of 30% tariffs on Mexico and the EU: Carl Quintanilla and Sara Eisen discussed the latest for stocks and global trade with Citi’s U.S. Equity Strategist Scott Chronert (who says the S&P’s rally has legs here) along with Rockefeller International Chairman Ruchir Sharma, who’s pointing to a rare winner abroad. Market movers today across a myriad of industries: hear more on what’s driving the rally in Bitcoin prices… the set-up for the banks into earnings this week… and why the street’s getting bullish on Fastenal.  Also in focus: where to put your money to work in the autos with one analyst who calls Tesla an easy buy here – despite the release of a key competitor in China (with a live read from Beijing this hour) and more headlines around possible xAI investments Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla and Jim Cramer kicked off a new week with market reaction to President Trump threatening Mexico and the EU with 30% tariffs beginning August 1. The anchors also discussed the president ramping up his criticism of Fed Chair Powell for not cutting interest rates and saying Powell should quit. Also in focus: Bitcoin's new record high and "Crypto Week" on Capitol Hill, Jim's CNBC Investing Club Annual Meeting message on bullishness, Elon Musk says Tesla and xAI should not merge, Nvidia and what's weighing on chip stocks, Waters and Becton Dickinson shares fall in reaction to their $17.5 billion merger agreement 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.

Carl Quintanilla, Contessa Brewer, and David Faber started the show with a look at stocks retreating from record highs, after President Trump announced a 35% tariff on Canada and threatened higher tariffs across the board. The anchors later brought on CNBC’s Julia Boorstin from Sun Valley, Idaho to discuss what the country’s biggest names in media and tech are saying about the impact of AI to the entertainment industry. Also in the mix; the desk discussed the fallout for Starbucks and Dutch Bros. following the 50% tariff threat to Brazil, America’s largest trade partner for coffee imports.  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.

Carl Quintanilla, Jim Cramer and David Faber explored stocks pulling back from record highs after President Trump threatened to impose 35% tariffs on Canadian goods beginning August 1. The anchors also reacted to comments by JPMorgan Chase CEO Jamie Dimon: He warns of "complacency" in the markets. Also in focus: Wrapping up a big week for tech including Nvidia's $4 trillion milestone, OMB director slams  Fed Chair Powell, the stocks riding the dealmaking rally, Levi Strauss jumps on earnings, countdown to Jim's CNBC Investing Club Annual Meeting. 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.