Fed Decision Day, Biden vs. Big Oil, Cramer's Growth Plays, Bitcoin Blues and Bill Gates on Crypto's "Greater Fool Theory" 06/15/22

Yields and the Market Slump, Dimon on Rates, Pres. Biden and the UAW Strike 9/26/23: Carl Quintanilla, Jim Cramer and David Faber discussed the stock market under pressure: Higher yields in the spotlight amid Fed rate hike expectations. Cramer explained why the 20-year bond yield should be on investors' radar. The anchors reacted to what JPMorgan Chase CEO Jamie Dimon told CNBC about the road ahead for rates. Also in focus: President Biden's trip to Michigan to join UAW members on the picket lines, new developments surrounding AI, Apple senior executive Eddy Cue to take the stand in the Google antitrust trial, the market action involving makers of obesity drugs. Squawk on the Street Disclaimer by Squawk on the Street

42 min listen

Inflation Data-Fueled Sell-off, Fed's Mester on Rates, Dimon Delivers a 6% Message 02/24/23: Carl Quintanilla and Jim Cramer focused on interest rate hike fears and Friday’s market sell-off, sparked by the release of the hotter-than-expected January PCE price index -- an inflation gauge preferred by the Fed. The anchors also discussed what investors should make of Cleveland Fed President Loretta Mester's comments to CNBC about higher rates, as well as Jim's interview with JPMorgan Chase CEO Jamie Dimon, who said he believes the Fed might hike rates beyond 6%. Carl and Jim also explored Warner Bros. Discovery's Q4 revenue miss, softer ad sales, streaming losses and subscriber gains. Also in focus: The DOJ reportedly preparing an antitrust lawsuit to block the $20 billion Adobe-Figma Deal, Boeing halts Dreamliner deliveries, shares of Carvana and Live Nation slump, plus the market's bright spots. by Squawk on the Street

44 min listen

The Inflation Data Sell-off, White House Reaction from NEC Director Brian Deese, and Goldman Says "Sell" Netflix. 6/10/22: Carl Quintanilla, Jim Cramer and David Faber covered all of the bases regarding the market sell-off, sparked by a hotter-than-expected Consumer Price Index for May, including the highest year-over-year increase in four decades. The anchors explored the inflation factor for investors, with Cramer calling for more outreach from President Biden to energy giants in wake of surging oil and gasoline prices. National Economic Council Director Brian Deese joined the program with reaction to the inflation data. Also in focus: Goldman Sachs downgrades Netflix to "Sell," bright spots in the market, the U.S. to end COVID-19 testing for air travelers entering the country, and Starbucks interim CEO Howard Schultz's take on "work from home." by Squawk on the Street

46 min listen

Stocks Slide Into Bear Market Territory, Crypto Gets Crushed, and a CNBC Exclusive with Coca-Cola's CEO. 06/13/22: Carl Quintanilla, Jim Cramer and David Faber stayed on top of the extended market sell-off which sent the S&P 500 into bear market territory -- down more than 20% from its record close in January. What should investors do now? The anchors also discussed what's driving cryptocurrency to double-digit losses and Bitcoin below 24,000 to a fresh 18-month low. In a CNBC Exclusive, Jim interviewed Coca-Cola CEO James Quincey about price increases amid inflation, supply chain issues and the company's new Jack Daniel's and Coke cocktail. Also in focus: Goldman Sachs and Morgan Stanley's calls on S&P 500 targets, plus Coinbase and MicroStrategy caught in the crypto downdraft. by Squawk on the Street

49 min listen

Gamestop Game On (Again); David Rubenstein; AB InBev:This Bud’s For You: The online-driven trading frenzy around retailer GameStop ignited again following the announcement of next month’s departure of Chief Financial Officer Jim Bell. CNBC’s Jim Cramer questioned “are prices real?” on Wall Street anymore, as he exasperatingly tries to make sense of GameStop’s renewed rally. Democrats are set to advance President Joe Biden’s $1.9 trillion stimulus proposal on Friday without Republican support. David Rubenstein, a co-founder of the Carlyle Group, discusses the potential economic impacts of the legislation and the fight over the $15 federal minimum wage. Anheuser-Busch InBev reported better-than-expected revenue for the fourth-quarter, but AB InBev CEO Carlos Brito says consumers are itching for bars to fully re-open. Plus, vaccines, variants and the investing wisdom of 97 year old Charlie Munger. by Squawk Pod

35 min listen

Markets Rebound, Fed Tug-of-War, Cathie Wood's Recession View and Bitcoin Back Above $20K 9/27/22: The morning after the Dow slumped into bear market territory, Carl Quintanilla, Jim Cramer and David Faber discussed the markets looking to snap a five-session losing streak -- this as some Fed policymakers don't see eye-to-eye on how aggressively to hike rates. Cramer outlined what it would take for the bulls to feel comfortable in this environment. The anchors reacted to Ark Invest CEO Cathie Wood telling CNBC "We believe we are in recession." Also in focus: Bitcoin rises back above $20,000, the tech IPO drought, lots of electric vehicle news, Biogen's $900 million settlement and Hurricane Ian's impact on "big oil" production. by Squawk on the Street

43 min listen

Markets' Weekly Win Streak, Wegovy Data, Boeing Moves Skyward 11/13/23: Carl Quintanilla, Jim Cramer and David Faber discussed the markets aiming for a third straight week of gains. Lots for investors to digest this week including retail earnings, inflation data and President Biden set to meet with China's President XI at the APEC summit in San Francisco. Also in focus: Novo Nordisk's data on anti-obesity drug Wegovy reducing risks of heart-related events, Boeing jumps and scores a $52 billion jet order from Emirates, Disney's "The Marvels" box office disappointment, automakers ramping up EV discounts. Squawk on the Street Disclaimer by Squawk on the Street

43 min listen

Final Trading Day of May: Nasdaq's AI Rally, Debt Ceiling Vote Watch, China's Bear Market 5/31/23: Carl Quintanilla Jim Cramer and David Faber had lots to discuss on the final trading day of May: A strong month for the Nasdaq fueled by AI. The debt ceiling deal heads for a full House vote after clearing a key procedural hurdle. Chinese stocks are back in bear market territory as economic reports disappoint the markets. JPMorgan Chase CEO Jamie Dimon sends a message to Washington and Beijing during his visit to China. Also in focus: Shares of Advance Auto Parts plummet, a rough May for crude oil, earnings winners and losers, the upcoming Microsoft-Activision trial in the UK. Squawk on the Street Disclaimer by Squawk on the Street

44 min listen

November Market Kick-off, J&J's $16.6B deal, Chinese Stocks Rally and Biden Blasts Big Oil "War Profiteering" 11/1/22: Carl Quintanilla, Jim Cramer and David Faber explored what investors can expect from the markets in November after a bullish October, which included the Dow's best month since January 1976. M&A also in the spotlight: Shares of Abiomed soaring after Johnson and Johnson agreed to acquire the cardio technology company in a deal valued at $16.6 billion. The anchors also discussed Chinese stocks in rally mode. Unverified posts on social media said policymakers in China are looking to relax stringent COVID rules. Also in focus: Day one of the Fed's policy meeting, President Biden accuses big oil companies of "war profiteering" and backs the idea of slapping them with a windfall tax, plus market reaction to earnings from the likes of Pfizer, Eli Lilly and Uber. by Squawk on the Street

43 min listen

Retail Sales Surge, China's Surprise Rate Cut, Fitch Warns On Banks 8/15/23: Carl Quintanilla, David Faber and Jim Cramer discussed stocks under pressure after China's central bank announced a surprise rate cut, in wake of disappointing economic data in that country. Jim explained why investors should focus on the "good ole USA" instead of China's economy. Fed rate fears also weighed on the markets after government retail sales data for July beat expectations. Home Depot's quarterly results also exceeded consensus estimates. Also in focus: Fitch told CNBC it may be forced to downgrade banks, Warren Buffett's Berkshire Hathaway bets on homebuilders, the Nvidia rally, a provocative Financial Times headline about Cramer. Squawk on the Street Disclaimer by Squawk on the Street

43 min listen

The Sell-off: Oracle and FedEx Aid Market Rebound, Bitcoin Extends Slump and Coinbase to Cut Jobs 06/14/22: Carl Quintanilla, Jim Cramer and David Faber discussed the markets looking to rebound after another day of massive selling: How investors should navigate the volatility amid inflation and recession fears, as Fed policymakers kick off their key two-day meeting. On the crypto front: Bitcoin slides to a fresh 18-month low and Coinbase announces plans to cut 18% of its workforce. The anchors also highlighted bright spots: Oracle shares surge after quarterly results beat the street -- and FedEx up sharply after hiking its quarterly dividend by 53% and adding new directors to its board. Also in focus: General Motors shares rebound back above their 2010 IPO price, Morgan Stanley's EV take on automakers and Continental Resources founder Harold Hamm offers to take the company private in a buyout. by Squawk on the Street

44 min listen

Recession Fears Fuel Market Sell-off, Bezos vs. Biden, Tesla Deliveries Disappoint and an Exclusive With Micron's CEO 7/5/22: Kicking off a holiday-shortened trading week, Carl Quintanilla Jim Cramer and David Faber discussed what to make of the broad sell-off, as recession worries overshadow reports that the White House is mulling the removal of China tariffs to combat inflation. The anchors also reacted to Jeff Bezos slamming President Biden for demanding companies that run gasoline stations lower prices at the pump. Micron CEO Sanjay Mehrotra joined the program exclusively to discuss supply chain issues and the chipmaker's guidance that has weighed on the stock. Also in focus: Tesla's Q2 deliveries miss Wall Street forecasts, Ford auto sales jump in June, and rough times for crypto. by Squawk on the Street

44 min listen

Apple Loses Its Crown, Disney "Minus", Beyond Meat Beatdown, The Coinbase-Bitcoin Blues, and Market Bright Spots 5/12/22: With the Dow in the midst of a five-day losing streak, Carl Quintanilla and Jim Cramer focused on market volatility and pressure, especially on the tech sector as Apple loses the title of "world's most valuable company" to Saudi Aramco. Where can you find value in this market? Also, Disney shares fall after the company posts an earnings miss despite bigger-than-expected streaming subscriber growth for Disney+. Cramer sounds off about Wall Street's reaction to Disney's earnings call. The anchors also weighed in on Beyond Meat's weaker-than-expected quarterly results, sending the stock below its 2019 IPO price. Also in focus: Producer price inflation at 11%, Coinbase and bitcoin extend losses, double downgrades for Ford and GM, plus what's driving gains among names in the retail sector. by Squawk on the Street

43 min listen

Bracing for the Fed, Defense Stocks and Crude Jump on Putin Comments, and Big Bank CEOs Head to the Hill 9/21/22: Carl Quintanilla, Jim Cramer and David Faber discussed what investors need to know ahead of Wednesday's Fed interest rate hike decision and statement. Ahead of President Biden's speech to the United Nations General Assembly, the anchors reacted to Russian President Vladimir Putin accusing the West of "nuclear blackmail" and announcing a military draft for the war in Ukraine. Defense stocks and crude oil prices jumped on his remarks. Also in focus: CEOs of the biggest U.S. banks head to Capitol Hill to testify before House lawmakers, Salesforce Chair & Co-CEO Marc Benioff and Nvidia CEO Jensen Huang talk to CNBC, and Charter's Tom Rutledge to step down as CEO. by Squawk on the Street

43 min listen

Disney CEO Iger Exclusive, Markets' "Inflation Rally," Delta and PepsiCo Earnings Beats 7/13/23: Carl Quintanilla, Jim Cramer and David Faber engaged in wide-ranging discussions about highlights from David's exclusive interview with Disney CEO Bob Iger in Squawk Valley, Idaho -- everything from the company extending Iger's contract to serve as CEO through 2026 to the challenges facing the media giant. The anchors also discussed the markets extending their rally on another batch of inflation data: June PPI coming in cooler than expected after Wednesday's CPI was tamer than consensus estimates. Also in focus: Delta and PepsiCo each beating on quarterly results and raising guidance, The FTC to appeal a judge's ruling on the Microsoft-Activision deal, Amazon "Prime Day" numbers, Exxon Mobil to buy carbon dioxide pipeline company Denbury for $4.9 billion in stock. Squawk on the Street Disclaimer by Squawk on the Street

44 min listen

Boeing Downgrades, Opioids in Ohio & The Earnings Boost For Stocks: Here's the description: Carl Quintanilla, David Faber & Jim Cramer discuss the pressures facing Boeing: 2 big analyst downgrades & renewed scrutiny of the 737 Max. Is it ‘a great American company, being run badly?’ Plus, a major settlement reached in a landmark first federal opioid lawsuit in Ohio. And stocks close in on new highs as trade and earnings optimism lifts Wall Street sentiment. by Squawk on the Street

43 min listen

Earnings Barrage, Exxon CEO Fires Back At the White House, Day One for the Fed 1/31/23: On the final trading day of January, Carl Quintanilla, Jim Cramer and David Faber discussed what investors should make of Tuesday's earnings releases from the likes of Caterpillar, McDonald's, Pfizer, Exxon Mobil, General Motors and UPS. The anchors also reacted to Exxon Mobil CEO Darren Woods blasting the Biden Administration's criticism of big oil companies' stock buybacks. He told CNBC, "The White House needs to get its facts straight." Also in focus: The Fed kicks off its two-day policy meeting, activists pressure Salesforce as Marc Benioff once again becomes sole CEO, plus Nike sues Lululemon. by Squawk on the Street

43 min listen

Markets Extend Rally, U.S. vs. China on Chips, Loeb's ESPN Spin-off U-Turn, and Bitcoin 22K 9/12/22: Carl Quintanilla, Jim Cramer and David Faber discussed the markets aiming for a fourth straight day of gains ahead of key inflation data due out Tuesday. Cramer explained what he finds "most interesting" about this market moment. Jim is in Seattle and previewed Monday night's "Mad Money" interviews with the CEOs of Amazon Web Services and Expedia. Also in focus: President Biden reportedly ramping up curbs on U.S. chip exports to China, billionaire investor Dan Loeb signals that he is no longer calling on Disney to spin off ESPN, Twitter calls Elon Musk's latest push to terminate their $44 billion deal "invalid," the potential railroad workers' strike, and bitcoin jumps back above 22,000. by Squawk on the Street

43 min listen

Market Streak Snaps, Walmart and FedEx Messages to Investors, J&J's $8.9B Settlement 4/5/23: Carl Quintanilla and Jim Cramer discussed what's ahead for the markets one day after the Dow and S&P 500 snapped-four day win streaks. The anchors reacted to weaker-than-expected ADP jobs data, as well as comments from Cleveland Fed President Loretta Mester, who said the rate target needs to go above 5%. Two well-known nameshosting investor events Wednesday: Walmart reaffirmed full-year guidance and outlined a 5-year strategy for profitability, while FedEx hiked its dividend and announced plans to consolidate its operating units into one organization. Also in focus: Johnson& Johnson agrees to pay $8.9 billion to settle lawsuits that claim its talc products cause cancer, Apple's Tim Cook and Disney's Bob Iger to discuss China with U.S. lawmakers, why healthcare stocks are a bright spot, Cramer's three "trading camps." by Squawk on the Street

43 min listen

Watching Powell, State of the Tax Union, Chatbot Wars: Microsoft vs. Google 2/7/23: Carl Quintanilla and Jim Cramer discussed the markets anticipating Fed Chair Jerome Powell's remarks in Washington on Tuesday, as some Fed presidents are calling for much higher rates following Friday's blowout jobs report. Hear what Cramer is calling the "saving grace" of this economy.The anchors also looked ahead to Tuesday night's "State of the Union" address, with President Biden expected to call for a quadrupling of the new stock buyback tax. Also in focus: Microsoft and Google ramp up their battle over artificial intelligence and ChatGPT, DuPont beats, BP's buyback and record profits, travel stocks rally and Activision's CEO defends the company’s merger deal with Microsoft. by Squawk on the Street

44 min listen

Fed Ahead of the "Hole", Housing Cooldown Worries and Retail Detail: Bed Bath Surges and Nordstrom Tumbles. 8/24/22: Carl Quintanilla, Jim Cramer and David Faber discussed markets, the Fed and potential rate hikes ahead of the Jackson Hole Economic Symposium set to begin on Thursday. The anchors reacted to Minneapolis Fed President Neel Kashkari's biggest fear when it comes to battling inflation. Housing cooldown concerns also in the spotlight after luxury homebuilder Toll Brothers lowered full-year deliveries guidance. Carl, Jim and David covered the bases on retail, including shares of Bed Bath & Beyond surging on a report stating the company had reached a financing pact, while Nordstrom shares tumbled on the department store chain’s outlook. Also in focus: Peloton strikes a deal to sell products on Amazon, T-Mobile U.S. nearing Verizon's market cap, a preview of after-the-bell earnings from Salesforce, Nvidia and Snowflake, plus David on Elon Musk vs. Twitter and what to expect from by Squawk on the Street

42 min listen

Market Momentum, House TikTok Vote, Dimon Backs Iger, Downgrade Call: "Sell" Tesla 3/13/24: With the S&P 500 coming off a new all-time closing high, Carl Quintanilla, David Faber and Mike Santoli discussed the momentum fueling the markets' record run. How concerned should investors be about unwind risk? The anchors also explored the potential ramifications of Wednesday's House of Representatives vote on legislation that could ban TikTok in the U.S. David reports that Jamie Dimon is backing Bob Iger in Disney's proxy battle against Nelson Peltz's Trian Partners. Also in focus: Wells Fargo downgrades Tesla to "Underweight" -- the equivalent of a "Sell" rating, Citadel’s Ken Griffin on Nvidia, bitcoin's fresh record high, the Eli Lilly-Amazon connection. Squawk on the Street Disclaimer by Squawk on the Street

42 min listen

SQUAWK BOX, THURSDAY 12TH MAY, 2022 by Squawk Box Europe Express

22 min listen

Busiest Week of Earnings, Coca-Cola’s Q1 Beat, Bed Bath & Bankrupt 4/24/23: Carl Quintanilla, Jim Cramer and David Faber began the hour with a look at the big earnings week ahead with 178 S&P companies getting ready to report, including some mega-cap tech names. The anchors also hit Coca-Cola’s latest quarter, after the company reported a beat on the top and bottom lines; results received a boost from price hikes and higher demand. For Cramer’s “Mad Dash” he hit Bed Bath & Beyond after the company filed for bankruptcy protection following its failed turnaround efforts. Later in the hour, David Faber had a “Faber Report” on the UK CMA’s final decision on the Microsoft-Activision deal due Wednesday. He also warned our viewers on the “highly questionable” $10/share bid that Getty received from Trillium Capital. Squawk on the Street Disclaimer by Squawk on the Street

44 min listen

It's October! Stocks and Oil Surge, Tesla Falls, Credit Suisse On Defense and Kim Kardashian Settles SEC Charges 10/3/22: Carl Quintanilla, Jim Cramer and David Faber explored the market rally kicking off the first trading day of October. The anchors reacted to the latest calls by equity strategists at Morgan Stanley, Goldman Sachs and Citi. Crude oil and energy stocks jumped on reports OPEC+ countries are mulling an oil output cut. Also in focus: Tesla shares fall despite record third-quarter deliveries, Credit Suisse's CEO tries to reassure investors amid a stock slide, The UK prime minister's tax cut U-turn, and Kim Kardashian agrees to pay the SEC more than $1 million to settle charges linked to a crypto promo on her Instagram. by Squawk on the Street

43 min listen

Markets Extend Losses, Dimon and Gorman in Davos, Low Tide for P&G, Bracing for Netflix Earnings 1/19/23: Carl Quintanilla, Jim Cramer and David Faber discussed the markets extending Wednesday's losses amid investor concerns about growth. The anchors reacted to comments made to CNBC by two big bank CEOs at the World Economic Forum in Davos, Switzerland: JPMorgan Chase's Jamie Dimon said he expects interest rates to rise above 5%, while Morgan Stanley's James Gorman expressed his belief that inflation has "clearly" peaked. Procter & Gamble shares fall on quarterly results as the company faces headwinds from rising costs. Also in focus: What to expect from Netflix's after-the-bell earnings, a double downgrade for Charles Schwab, shares of Discover slide on the company's outlook for credit card charge-offs. Plus -- is now the time to buy Boeing? by Squawk on the Street

44 min listen

August Begins After a Bullish July, Boeing's "Dream" Come True, and Oil Prices Slump. 8/1/22: On the first trading day of August, Carl Quintanilla and Jim Cramer discussed the next moves for investors after July marked the best month for stocks since 2020. Boeing topped the list of Dow and S&P 500 gainers after the Federal Aviation Administration cleared the way for resumption of 787 Dreamliner deliveries. Crude oil prices dropped further on worries about weaker global demand. Hear what Jim had to say about buying oil now. Also in focus: The U.S. reportedly mulling a crackdown on memory chip makers in China, former New York Fed President Bill Dudley's op-ed on the Fed's "wishful thinking" about inflation, Google CEO Sundar Pichai's message to employees about productivity, and why Mark Zuckerberg reportedly said Meta's growth forecasts had been too rosy. by Squawk on the Street

43 min listen

Recession Fears and the Markets, Cramer vs. the Downgrade Parade, Twitter's Letter Slams Musk, Gap CEO Steps Down and Bill Ackman's SPAC Setback. 7/12/22: Carl Quintanilla, Jim Cramer and David discussed stock market moves and oil prices falling amid inflation and global growth worries, dollar-euro parity and investors looking ahead to this week's inflation data and bank earnings. Cramer speaks out about the "endless" downgrades on Wall Street and why the "sell everything" approach is the wrong instinct. The anchors also reacted to Twitter's letter to Elon Musk: The company slamming his attempt to abandon their $44 billion deal as "invalid and wrongful." Also in focus: Gap CEO Sonia Syngal steps down, PepsiCo's earnings beat, Billionaire investor Bill Ackman winds down his $4 billion SPAC, bitcoin back below $20,000, plus Cramer and Mark Zuckerberg in the metaverse. by Squawk on the Street

44 min listen

SQUAWK BOX, FRIDAY 28TH MAY, 2021 by Squawk Box Europe Express

27 min listen

UK Blocks Microsoft-Activision Deal, Boeing CEO Exclusive, New Lows for First Republic 4/26/23: Carl Quintanilla, Jim Cramer and David Faber led off the show with big news on the tech front: UK regulators announced they are blocking Microsoft's planned acquisition of Activision. The anchors also weighed in on quarterly results from Microsoft and Alphabet. Boeing CEO David Calhoun joined the program to discuss his company's 737 MAX production guidance that lifted the stock, despite a wider-than-expected quarterly loss. First Republic shares tumbled again to fresh record lows. David outlined the newest developments surrounding the beleaguered regional bank. Carrier Global CEO David Gitlin visited Post 9 at the NYSE to discuss the air conditioner maker's new $13 billion acquisition. Squawk on the Street Disclaimer by Squawk on the Street

49 min listen

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Fed Decision Day, Biden vs. Big Oil, Cramer's Growth Plays, Bitcoin Blues and Bill Gates on Crypto's "Greater Fool Theory" 06/15/22

Fed Decision Day, Biden vs. Big Oil, Cramer's Growth Plays, Bitcoin Blues and Bill Gates on Crypto's "Greater Fool Theory" 06/15/22

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