"Inflation Reduction Act" Effect on Stocks, Nvidia Warns and An Exclusive With the DoorDash CEO 8/8/22

Micron CEO on the CHIPS Act and the Company's Warning. Also: "Meme Stock Madness" Returns. 8/9/22: Jim Cramer and David Faber took an in-depth look at weakness in the chip sector after a revenue warning from Micron due to slumping demand. Micron CEO Sanjay Mehrotra joined the program from the White House ahead of President Biden's signing of the CHIPS and Science Act into law. The anchors also explored the massive rebound in "meme stocks" such as AMC, GameStop and Bed Bath and Beyond -- with BBBY doubling month-to-date. Also in focus: AppLovin's unsolicited takeover bid for Unity Software, Novavax plunges after slashing its sales forecast, and more pain for gaming as Take-Two Interactive issues weaker-than-expected revenue guidance. by Squawk on the Street

46 min listen

Nvidia Surges and Forecasts AI Boom, Musk's California Engineering HQ, New Charges Against SBF 02/23/23: Carl Quintanilla, Jim Cramer and David Faber highlighted Nvidia shares leading the tech sector rally. The chipmaker posted better-than-expected quarterly results and issued upbeat guidance as it ramps up its artificial intelligence strategy. What does it all mean for companies betting on AI? The anchors also reacted to Elon Musk's comments about Tesla's new engineering headquarters in California as he does business in both the "golden state" and Texas. Also in focus: Jim previews his interview with JPMorgan Chase CEO Jamie Dimon, Lucid tumbles, FTX founder Sam Bankman-Fried gets hit with a superseding indictment, woes for pizza stocks, and Dan Loeb's Third Point launches a proxy battle vs. Bath and Body Works by Squawk on the Street

44 min listen

You Want a Piece of Me? The NFT Trend; The Chip Shortage; Inflation Kryptonite: Fed Chair Jay Powell spooks the markets talking about inflation and the Senate is hiding a tax on executive compensation in the 600+ page stimulus bill. The semiconductor supply chain took a hit early in the Covid pandemic since much of the world’s chips are manufactured in places like China and Taiwan. Now the shortage is impacting several companies including Ford and GM. Mark Fields, former Ford president and CEO, discusses the auto industry’s electric future and the headwinds it may face due to the global chip shortage. The newest alternative investment getting attention are NFTs (non-fungible tokens) offering blockchain ownership over digital assets. Gary Vaynerchuk, CEO of VaynerMedia, and CNBC’s Robert Frank offer takes on this brave new world of who owns what. Plus, Suit Supply has an (interesting) ad campaign for a post-vaccine world. by Squawk Pod

31 min listen

BIDEN ADMINISTRATION TO REPORTEDLY ANNOUNCE BILLIONS OF DOLLARS IN SUBSIDIES FOR ADVANCED CHIPS by Earn Your Leisure

8 min listen

New Market Week, Musk Interview Announcement, Adobe CEO on AI, Merger Monday 5/15/23: Carl Quintanilla Jim Cramer and David Faber led off the show with what investors can expect from the markets this week, ahead of earnings releases from major retailers and the resumption of debt ceiling talks in Washington. David announced that he will have a live interview with Elon Musk Tuesday night on CNBC. Adobe CEO Shantanu Narayen joined the program to discuss his company's foray into AI. Also in focus: "Merger Monday" including the largest-ever M&A deal in the gold mining industry, Shake Shack faces a proxy battle, Sarepta soars, plus why legendary investor Paul Tudor Jones told CNBC the Fed “could probably declare victory now.” Squawk on the Street Disclaimer by Squawk on the Street

44 min listen

Sec. Raimondo on Taiwan Semi CHIPS Act Funding, Sec. Yellen Exclusive in China, Dimon on Rates and AI 4/8/24: Carl Quintanilla, Jim Cramer and David Faber led off the show with news involving a major supplier to Nvidia and Apple. The White House announced CHIPS Act grants of $6.6 billion to Taiwan Semiconductor, for expansion of the chipmaker's Arizona plants. Commerce Secretary Gina Raimondo and the anchors discussed that funding. Sara Eisen's exclusive interview with Treasury Secretary Janet Yellen in China included a focus on tariffs -- with electric vehicles also in the spotlight. Also on the program: Market worries about the Fed possibly scaling back plans for interest rate cuts, Jamie Dimon's message on rates and AI in his annual letter to JPMorgan Chase shareholders, what to make of the banking sector ahead of earnings later this week, why Jim took off his belt. Squawk on the Street Disclaimer by Squawk on the Street

43 min listen

Microsoft's Nadella on OpenAI Drama, Pre-Black Friday Earnings, Countdown to Nvidia's Results 11/21/23: Carl Quintanilla, Jim Cramer and David Faber explored the latest developments surrounding OpenAI's shakeup and firing of CEO Sam Altman. The anchors reacted to what Microsoft CEO Satya Nadella told CNBC about the ChatGPT parent. Retail earnings and the consumer also in the spotlight ahead of Black Friday: A look at why Lowe's and Best Buy shares fell and Dick's Sporting Goods was a bright spot. Also in focus: What to expect from Nvidia's after-the-bell earnings, Jeff Bezos sells Amazon shares, Chinese regulators conditionally approve the Broadcom-VMWaremerger deal, highlights of Cramer with mentalist Oz Pearlman. Squawk on the Street Disclaimer by Squawk on the Street

44 min listen

The promises and risks of carbon capture by Make Me Smart

24 min listen

U.S. to Nvidia and AMD: Halt Top AI Chip Sales to China, Tech Leads More Selling, and An Exclusive With Campbell Soup's CEO. 9/1/22: After a rough August for stocks, Carl Quintanilla, Jim Cramer and David Faber explored where investors should put their money in September, with the major indices in the midst of a four-session losing streak on interest rate fears. Chip stocks under pressure after Nvidia and AMD said the U.S. imposed new licensing rules -- and told them to stop exporting and selling their top artificial intelligence chips to China. Campbell Soup shares down sharply in reaction to the company's quarterly results and guidance. CEO Mark Clouse joined the show exclusively to discuss earnings, inflation, pricing power and the supply chain. Also in focus: What's pressuring the biggest losers in the tech sector, crude oil slides, and U.K regulators scrutinize the Microsoft-Activision deal. by Squawk on the Street

44 min listen

Earnings Parade, First Republic Tumbles on Deposit Woes, Exclusive With Dow CEO 4/25/23: Carl Quintanilla, Jim Cramer and David Faber discussed what to make of a deluge of earnings reports -- including results from Dow components McDonald's, 3Mand Verizon. General Motors, General Electric and UPS also in the mix. Dow CEO Jim Fitterling joined the program exclusively to discuss his company's quarterly results. Shares of First Republic sank and weighed on regional banks after it reported a more than $100 billion plunge in deposits in Q1. Sources told David the next few days are crucial for First Republic. Also in focus: After-the-bell earnings due out from Microsoft and Alphabet. Squawk on the Street Disclaimer by Squawk on the Street

45 min listen

TNW 328: Unraveling the Eu's AI Act - TikTok's Fate, Healthcare Hack, Surface Duo's Revival: TikTok's Fate, Healthcare Hack, Surface Duo's Revival by Tech News Weekly (Audio)

63 min listen

Stocks Hit Record Highs on Jobs Report, Nvidia and the "Green" Chips, Apple's Unlucky Seven. 3/8/24: Carl Quintanilla, Jim Cramer and David Faber discussed the S&P 500 and Nasdaq rising to fresh all-time highs following the release of the government's February employment report. What does it all mean for the Fed? The anchors explored the big moves in tech: Nvidia leading the chip sector's record run and narrowing the valuation gap with Apple -- which entered Friday's trading session with a seven-day losing streak. Also in focus: A bullish call on GE, Lilly's obesity drug rally takes a detour, a tale of two retailers, Broadcom vs. Marvell, TikTok ban talk, "State of the Union" speech reaction. Squawk on the Street Disclaimer by Squawk on the Street

43 min listen

Stocks Under Pressure, 3M's Massive Settlement, Zuckerberg vs. Musk: "Dead Serious" 6/23/23: Carl Quintanilla, Jim Cramer and David Faber discussed stocks pulling backat the end of a holiday-shortened week, with the Nasdaq and Nasdaq 100 on track for their worst week since April. Jim explained why he doesn't believe the selling is over. On the flipside, 3M shares rose after the Dow component agreed to pay up to $12.5 billion to settle hundreds of lawsuits by citieswho said the company's "forever chemicals" contaminated their drinking water. The anchors reacted to comments by UFC President Dana White, who said Mark Zuckerberg and Elon Musk are "dead serious" about fighting in a cage match. Also in focus:the biggest market movers, why CarMax topped the list of S&P 500 gainers, the FTC vs. Microsoft-Activision trial day two, numbers on Amazon and the consumer. Squawk on the Street Disclaimer by Squawk on the Street

44 min listen

Inflation Hits Fresh Four-Decade High, White House's NEC Director Reacts to CPI, and Twitter Sues Elon Musk 7/13/22: Carl Quintanilla, Jim Cramer and David engaged in a wide-ranging discussion about inflation news that sent stocks tumbling: The Consumer Price Index for June up 9.1% from a year ago -- a new four-decade high. National Economic Council Director Brian Deese joined the program with White House reaction to the numbers. The anchors also explored how big an impact inflation could have on earnings season, as big banks get ready to report. Also in focus: Twitter sues Elon Musk as it looks to enforce their $44 billion deal, Delta's earnings miss on higher costs, Google's hiring slowdown, plus M&A: Game development platform Unity Software agrees to buy ironSource in a $4.4 billion all-stock deal. by Squawk on the Street

46 min listen

Wells Fargo Settles With CFPB, Sources Say Elon Musk Is Searching For a Twitter CEO 12/20/22: Jim Cramer and David Faber engaged in wide-ranging discussions about Wells Fargo's multi-billion dollar settlement with the Consumer Financial Protection Bureau. The CFPB said it has ordered the bank to pay a penalty for "widespread mismanagement of auto loans, mortgages and deposit accounts." David with new reporting on the Twitter saga: Sources telling him Elon Musk is actively searching for a CEO to run the company. Also in focus: Big tech weakness, the Bank of Japan's action that surprised the global markets, plus what to expect from FedEx and Nike results after the close -- and what they might say about the consumer. by Squawk on the Street

44 min listen

Deal...and No Deal, Markets' 7-Week Win Streak, Costco CEO Exclusive 12/18/23: Jim Cramer and David Faber led off the show with lots of news on the M&A front: Nippon Steel agrees to acquire U.S. for $55 per share in cash, Adobe and design software startup Figma scrap their $20 billion deal, Illumina decides to divest cancer test maker Grail in wake of an antitrust ruling. The anchors explored what's next for stocks in the midst of a seven-week win streak. Costco CEO Craig Jelinek joined the program to discuss inflation, the consumer and stepping down from running the company at the beginning of next year. Also in focus: Americans' stock ownership surges, cybersecurity breach hits VF Corp. Squawk on the Street Disclaimer by Squawk on the Street

44 min listen

Is Washington Finally Ready to Take On Big Tech?: In a San Francisco courtroom, federal regulators are fighting to block one of the biggest deals in the history of Silicon Valley. David McCabe, who covers technology policy for The New York Times, talks about Lina Khan, the F.T.C. chair who is the architect of the lawsuit, and the growing campaign to finally rein in big tech. Guest: David McCabe, a New York Times correspondent covering technology policy. by The Daily

28 min listen

MacVoices #23269: MacVoices Live! - More "Scary Fast" Speculation, The 23andMe Hack (2): The MacVoices Live! panel of Chuck Joiner, Web Bixby, David Ginsburg, Brian Flanigan-Arthurs, Jeff Gamet, Ben Roethig, Eric Bolden, Jim Rea, and Guy Serle before digging into a "right to repair”... by MacVoices

36 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

Nvidia's Blowout Quarter, S&P 500 Record High, EV Pain, Mondelez CEO 2/22/24: Carl Quintanilla and Jim Cramer engaged in wide-ranging discussions about Nvidia's Q4 results and guidance handily topping analysts' forecasts thanks to the AI boom. The stock hit a fresh all-time high, sparking a Nasdaq rally and a new intraday record high for the S&P 500. Hear what Jim had to say about Nvidia CEO Jensen Huang versus Tesla CEO Elon Musk. Also in focus: EV makers Rivian and Lucid tumble, the 'Magnificent 7," Fed minutes follow-up, the DOJ names a new AI chief, Mondelez CEO Dirk Van de Put joined the program to discuss food inflation, the consumer and President Biden's attack on "shrinkflation." Squawk on the Street Disclaimer by Squawk on the Street

43 min listen

Headsets First, Killer Apps Second: The Consumer Electronics Show kicks off with big news from Nvidia and many more. by Motley Fool Money

31 min listen

Nvidia Joins the Trillion-Dollar Club, Markets and the Debt Ceiling Deal 5/30/23: Carl Quintanilla Jim Cramer and David Faber discussed the AI rally and a new milestone: Nvidia's market cap surpassed $1 trillion for the first time. How does the stock compare with the other "trillion-dollar club" members -- Apple, Microsoft, Alphabet and Amazon? The anchors also explored what investors should make of the tentative debt ceiling deal forged by President Biden and House Speaker McCarthy. Also in focus: Elon Musk visits China, plus media and the bidding war for the rights to televise NBA games. Squawk on the Street Disclaimer by Squawk on the Street

44 min listen

Markets and the Earnings Barrage, UPS' Message vs. FedEx's View and Raytheon's CEO Talks Earnings and Defense 10/25/22: Carl Quintanilla, Jim Cramer and David Faber explored market reaction to a deluge of quarterly results from the likes of General Electric, 3M, Coca-Cola and General. They discussed UPS rising on earnings and compared what the company's CEO said about the road ahead to what FedEx's CEO told CNBC last month about being "headed for a recession." Raytheon Technologies Chairman & CEO Greg Hayes joined the program to discuss the defense company's quarterly results and outlook in wake of the Russia-Ukraine conflict. Also in focus: Chinese tech stocks gain one day after tumbling, playing big tech ahead of Microsoft and Alphabet's after-the-bell earnings, and grill maker Weber surges on news of a buyout bid. by Squawk on the Street

43 min listen

Markets and Fed Decision Week, UAW Strike Day 4, Apple iPhone 15 Demand in China 9/18/23: Carl Quintanilla, Jim Cramer and David Faber explored a new week for the markets, as investors await Wednesday's Fed decision on interest rates. The anchors engaged in a wide-ranging discussion about the impact of the United Auto Workers' strike against Detroit's Big 3 automakers, now entering day four. Phil LeBeau joined the conversation while reporting from a picket line in Toledo, Ohio. Also in focus: Apple reportedly witnessing strong iPhone 15 demand in China, Tim Cook on the "Vision Pro" headset, cyberattack impact on Clorox, Tesla said to be in EV factory talks with Saudi Arabia, a slew of upgrades and downgrades. Squawk on the Street Disclaimer by Squawk on the Street

44 min listen

Amazon CEO's Message, Exclusives With Exxon Mobil and Toll Brothers CEOs 12/7/23: Jim Cramer and David Faber led off the show with a look at Amazon and what CEO Andy Jassy told Cramer Wednesday night on CNBC about AWS, AI and the consumer this holiday season. Two CEO exclusives: Exxon Mobil's Darren Woods discussed falling oil prices, his company's growth plan and $60 billion deal to acquire Pioneer Natural Resources. Toll Brothers' Douglas Yearley spoke about his company' s earnings beat, the housing market and the homebuilder's red-hot stock -- up 80% year-to-date. Also in focus: The White House's latest move aimed at lowering drug prices, AMD taking on Nvidia by launching a new AI Chip, Alphabet's AI boost. Squawk on the Street Disclaimer by Squawk on the Street

49 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

Live from Goldman’s Communacopia, Regulatory Headwinds, AI Market “Skyrocketing” 9/6/23: Carl Quintanilla and Jim Cramer began the show from the NYSE while David Faber joined the crew live from Goldman’s tech & media conference in San Francisco, California. At the conference, AMD CEO Lisa Su spoke on a panel saying the demand for AI semiconductors remained strong, adding that the market is “skyrocketing.” The anchors then turned to the broader markets with the major indices headed towards another day of losses. How should investors play this volatile market environment? Also in focus: The WSJ reported that the FTC could file an antitrust suit against Amazon at the end of the month, after Amazon officials did not offer concessions to the FTC to pursue a settlement over antitrust claims. Squawk on the Street Disclaimer by Squawk on the Street

43 min listen

Big Tech's Banner 2023 Continues: Tech is leading the market higher in 2023, but a few giants are doing the heavy lifting. (00:21) Matt Argersinger and Jason Moser discuss: - Nvidia's AI-fueled earnings report and the company's historic pop. - Intuit's latest results and how proposed... by Motley Fool Money

39 min listen

7investing's Semiconductor Roundtable by The 7investing Podcast

52 min listen

Fri. 02/23 – Reddit To IPO And Nvidia To The Moon by Techmeme Ride Home

16 min listen

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"Inflation Reduction Act" Effect on Stocks, Nvidia Warns and An Exclusive With the DoorDash CEO 8/8/22

"Inflation Reduction Act" Effect on Stocks, Nvidia Warns and An Exclusive With the DoorDash CEO 8/8/22

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