Markets on "Delivering Alpha" Day, Bank of England's Intervention, Apple Slumps and Biogen Soars 9/28/22

Bulls’ Market Week to Forget, Baron Sees Buys, Adobe's Beat Not Good Enough, Musk's Twitter Meeting, and Chinese Stocks Ant-e Up 06/17/22: With the S&P 500 at an 18-month low following Thursday's big sell-off, Carl Quintanilla, Jim Cramer and David Faber discussed stocks trying to shrug off recession fears with the broader markets on track for their worst week since 2020. The anchors reacted to billionaire investor Ron Baron telling CNBC the June slump represents a once-in a generation buying opportunity. They also drilled down on tech's rough week, including Adobe shares falling despite better-than-expected quarterly results. Also in focus: This week's profit-taking in the energy sector, the FDA approves COVID-19 vaccines for younger children, Elon Musk's meeting with Twitter employees, Chinese stocks such as Alibaba rally on a report involving Jack Ma's Ant Group. by Squawk on the Street

44 min listen

Fed Decision Day, BofA Sees S&P 4600, Apple and Goldman Planned iPhone Stock Trading Feature 9/20/23: Carl Quintanilla, Jim Cramer and David Faber discussed what to expect from Wednesday's Fed rate decision, as well as what Fed Chair Powell and his fellow policymakers might say about the road ahead. The anchors also reacted to Bank of America raising its year-end S&P 500 target to 4600 from 4300. Sources told CNBC that Apple and Goldman Sachs had planned a stock trading feature for the iPhone -- until the markets turned south last year. Also in focus: Goldman in advanced talks to sell its GreenSky consumer lending unit, Cramer's take on peak oil, J.P. Morgan says to "Sell" Dollar General, marketing automation company Klaviyo followsInstacart and Arm into the IPO waters with a Wall Street debut. Squawk on the Street Disclaimer by Squawk on the Street

45 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

The Market Rally's "Drive for Five" and Jamie Dimon's Letter to Shareholders 4/4/23: Carl Quintanilla and Jim Cramer discussed the recent market rally as the Dow and S&P 500 aim to extend their respective daily win streaks to five. The anchors reacted to stats from Apollo which show how the S&P's 2023 rally isn't broad-based, but driven by 20 stocks. Are the names in focus worth buying? Carl and Jim also offered their takes on the annual shareholder letter from JPMorgan Chase CEO Jamie Dimon – which covered everything from the banking crisis to the economy. Also in focus: Ford electric vehicle sales sizzle in Q1, Apple as a top teen pick, Google and staplers, upgrades and downgrades, Disney CEO Bob Iger slams Florida Gov. Ron DeSantis. by Squawk on the Street

43 min listen

Big Banks' Earnings Beats, Exclusive With BlackRock CEO Larry Fink 7/14/23: Carl Quintanilla, Jim Cramer and David Faber began the show with big banks kicking off earnings season: JPMorgan Chase, Wells Fargo and Citigroup led the financial sector higher after posting better-than-expected second-quarter results. Should you buy the banks now? BlackRock Chairman & CEO Larry Fink joined the anchors at Post 9 for an exclusive interview. Hear what the head of the world's largest asset manager had to say about a jump in earnings and inflows, inflation and the economy, AI, the investment climate, crypto regulation and energy M&A. Also in focus: The S&P above 4500, UnitedHealth rises on earnings, AT&T shares extend their slump on a downgrade, the future for Disney. Squawk on the Street Disclaimer by Squawk on the Street

47 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

Apple's iPhone 14 Warning, Meta Jumps on Job Cuts Report and Walgreens Unit's $8.9B Deal 11/7/22: Carl Quintanilla, Jim Cramer and David Faber led off the week with big stories in the tech sector: Apple warning of lower iPhone 14 and 14 pro shipments, due to COVID-19 restrictions in China impacting the Foxconn facility in Zhengzhou where the phones are assembled. Shares of Meta Platforms rise on a report stating the Facebook parent is planning large-scale job cuts this week. On the M&A front: Walgreens Boots Alliance unit "VillageMD" has agreed to acquire primary and urgent care provider Summit Health-CityMD for $8.9 billion. Also in focus: What inflation data, the midterm elections and earnings could mean for the market week ahead, Disney vs. Warner Bros. Discovery, strength in bank stocks, a downgrade for Costco and Tesla shares fall amid a deluge of Twitter news involving Elon Musk. by Squawk on the Street

43 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

Regional Banks Tumble Again, Paramount Minus, CEO on Biggest U.S. IPO Since 2021 5/4/23 by Squawk on the Street

44 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

Markets Rally, Apple Beats, Jobs Jump and Regional Banks Rebound 5/5/23: Carl Quintanilla, Jim Cramer and David Faber explored what investors should make of Friday's market rally after four days of selling. Both Apple's earnings and the government's April jobs report beat expectations, easing concerns about the possibility of a recession. Regional banks were in rebound mode, recouping some of this week's steep losses that were sparked by renewed worries about the group. Also in focus: Warner Bros. Discovery's quarterly loss and streaming profit, Lyft tumbles, Icahn vs. Hindenburg, plus reaction to travel earnings from Expedia and Booking Holdings. Squawk on the Street Disclaimer by Squawk on the Street

43 min listen

After the Sell-off: Cramer's Six Reasons, iPhone 15 Hits Stores, UAW Deadline 9/22/23: Carl Quintanilla, Jim Cramer and David Faber led off a busy program with markets after the worst day for the S&P 500 since March. Jim explained why he believes the markets are too negative and outlined the six reasons investors are selling stocks. The anchors also discussed what to make of the Apple iPhone 15 launch in stores worldwide. Also in focus: Deadline day for the UAW as it considers expanding its strikes against Detroit's "Big 3" automakers, Microsoft clears a key hurdle for its deal to acquire Activision, new stocks slump: Arm, Instacart and Klaviyo hovering around their respective IPO prices after strong opening day gains. Squawk on the Street Disclaimer by Squawk on the Street

42 min listen

SQUAWK BOX, THURSDAY 3RD AUGUST. 2023 by Squawk Box Europe Express

24 min listen

Moody's Cuts China Credit Outlook, Apple Rallies, Starbucks' Cold Brew: An 11-Day Losing Streak 12/5/23: Carl Quintanilla, Jim Cramer and David Faber explored what to make of the markets extending losses after the worst day for stocks in almost a month. The anchors also reacted to Moody's cutting its China credit outlook to "negative" from "stable" -- and discussed the ramifications. The "Magnificent 7" in the spotlight: Apple jumps after Morgan Stanley says a smartphone recovery is "not yet priced into shares." Also in focus: Starbucks shares' eleven-day losing streak, "Investor Day" guidance from Johnson & Johnson and CVS Health, Nokia tumbles on news of an AT&T-Ericsson network deal, the new "Grand Theft Auto" trailer gets leaked. Squawk on the Street Disclaimer by Squawk on the Street

43 min listen

April Jobs Report and Apple Combine to Spark Market Rally 5/3/24: Carl Quintanilla, Jim Cramer and David Faber covered all of the bases on Friday's stock market rally. The two main catalysts: The April employment report shows the economy created fewer jobs than expected, fueling investor hopes for a Fed rate cut. Apple shares surged as the company's Q2 earnings beat, guidance and record $110 billion share buyback program overshadowed a decline in revenue and iPhone sales. What does it all mean for big tech? Also in focus: A "Faber Report" on the Paramount deal saga, Amgen soars, earnings winners and losers, Cramer reacts to the New York Knicks eliminating the Philadelphia 76ers from the NBA Playoffs. Squawk on the Street Disclaimer by Squawk on the Street

42 min listen

More Bank Earnings, Apple Under Pressure, $35B M&A Deal, Cramer's "Wild" NFL Weekend. 01/16/24: Carl Quintanilla, Jim Cramer and David Faber led off the program with quarterly results from Goldman Sachsand Morgan Stanley. Cramer had a lot to say about investor reaction to the big banks' numbers. Jim also spoke out about Capitol Hill lawmakers' $78 billion tax deal -- which includes major breaks for businesses. The anchors discussed Apple shares falling after the company cut iPhone prices in China. The NFL also in the spotlight: Highlights from Jim's weekend appearance on NBC's pre-game coverage of Miami Dolphins vs. Kansas City Chiefs, Peacock's exclusive coverage of that NFL Wild Card game sets a streaming record and Jim's Philadelphia Eagles were eliminated from the playoffs. Also in focus: Boeing tumbles on a downgrade, Elon Musk's comments regarding Tesla ownership and AI, Synopsys' $35 billion cash-and-stock deal to acquire design software maker Ansys. **Disclosure: Peacock is by Squawk on the Street

44 min listen

Dimon Says Rates Could Hit 7% & Carl Icahn Didn't See Hindenberg Coming by Bloomberg Daybreak: Europe Edition

17 min listen

Markets, the Consumer, the Fed Effect, Bed Bath Plunges and Snap Surges 8/31/22: On a busy final trading day of August, Carl Quintanilla, Jim Cramer and David Faber discussed the markets in the midst of a three-day losing streak -- as Fed officials double down on saying they'll do what it takes on the interest rate front to battle inflation. The anchors explored the impact of slowing consumer and corporate demand on the likes of HP Inc., Chewy, PVH and Seagate. Also in focus: Shares of Bed Bath & Beyond down double-digits after announcing a turnaround plan including new financing commitments, store closings and job cuts, Snap's restructuring announcement gives the stock a boost, Goldman Sachs lifting COVID-19 requirements in most of its offices, and the FDA authorizes Pfizer and Moderna's updated booster shots targeting the Omicron variant. by Squawk on the Street

46 min listen

Spirit of '76 for the Bulls, COVID Effect on Apple and the Musk Era At Twitter: Fee Charges Ahead? 10/31/22: On the final trading day of October, Carl Quintanilla, Jim Cramer and David Faber discussed a strong month for stocks -- the Dow on track for its best since 1976. Are blue chip names your best bet? The anchors reacted to calls from big Wall Street banks: Morgan Stanley sees a near-term S&P 500 rally that could go as high as 4150 -- while Goldman Sachs predicts the Fed funds rate will peak at 5% in March 2023. China pandemic problems in the spotlight: A published report says production of Apple's iPhone could slump by as much as 30% at a major Foxconn factory next month, due to tightening COVID-19 curbs in China. Also in focus: The latest on Elon Musk and Twitter, including a report stating the company plans to charge $20 for verification, billionaire Tilman Fertitta takes a 6.1% stake in Wynn Resorts, Blackstone agrees to acquire a majority stake in an Emerson Electric unit for by Squawk on the Street

43 min listen

JPM a Big Bank Earnings Winner, Boeing Shares Slide, Weak Retail Sales 4/14/23: Carl Quintanilla, Jim Cramer and David Faber broke down the earnings from banks including JPMorgan Chase, Citi and Wells Fargo -- along with BlackRock and regional player PNC -- and how the recent banking turmoil fits into the picture. JPM shares topped both the S&P 500 and the Dow, but Boeing shares took a hit. The jet makerwarned it will likely reduce 737MAXproduction and deliveries,due to a parts issue involving supplier Spirit Aerosystems-- whose shares fell by double digits. Also in focus: March retail sales declined by 1% -- twice as weak as economists had been expecting, UnitedHealth's Q1 beat and raised guidance, plus what’s behind the slump in EV stocks. The cast and creators of Amazon's "The Marvelous Mrs. Maisel" joined Carl on the NYSE floor after ringing the opening bell. Squawk on the Street Disclaimer by Squawk on the Street

42 min listen

Stocks Slump on Fitch U.S. Downgrade and ADP Jobs Report, AMD CEO on Earnings and AI 8/2/23: Carl Quintanilla and Jim Cramer led off the show with a look at markets under pressure after Fitch downgraded the U.S. government credit rating from AAA to AA+. Was the cut justified? Fed rate hike fears also weighed on investor sentiment: ADP reported a much bigger-than-expected surge in private sector job creation for July. On the earnings front, AMD CEO Lisa Su ‘joined the program to discuss the chipmaker's Q2 beat and AI strategy. The anchors reacted to quarterly results from the likes of Starbucks, DuPont and CVS Health. Also in focus: Tupperware's meme stock rally gives back some gains, Ford July U.S. auto sales, Apple ahead of Thursday's after-the-bell earnings, studios and striking Hollywood writers to restart talks. Squawk on the Street Disclaimer 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

Apple Hits Record High Ahead of WWDC, Market Momentum vs. Bears, Saudis to Cut Oil Output Again 6/5/23: Carl Quintanilla, Jim Cramer and David Faber focused on a big day for Apple: The stock hit a fresh record intraday high just hours ahead of the company's Worldwide Developers Conference. Apple is expected to unveil its new mixed-reality headset, which would set up a battle with Meta. The anchors also explored what's next for the markets after Friday's jobs report-fueled rally. Is an increase in bearish sentiment a sign of things to come? Cramer discussed how to play the retail sector as the consumer is "decelerating." Also in focus: Saudi Arabia's additional crude oil output cuts, the strategist who sees a $2 trillion market cap in Nvidia's future, Jerome Powell goes from Fed head to "Deadhead." Squawk on the Street Disclaimer by Squawk on the Street

43 min listen

Markets Rebound and Gas Prices Fall, Apple and Tech Hiring Slowdowns, the Twitter-Musk Court Date and “Big Blues” for IBM shares 7/19/22: Carl Quintanilla, Jim Cramer and David Faber discussed the rebound in stocks following Monday's market decline. The impact of the stronger dollar also in the spotlight as IBM shares fall despite a quarterly beat. The anchors also reacted to a report stating Apple plans to slow hiring and spending growth next year. Cramer lists the various factors investors should focus on in this market. Also in the mix: Reaction to Johnson & Johnson earnings, gasoline prices fall to two-month lows, Twitter vs. Elon Musk and what to expect from their first court hearing, Warren Buffett's Berkshire Hathaway boosts its stake in Occidental Petroleum, a preview of Netflix's after-the-bell earnings, plus bitcoin on the rebound. by Squawk on the Street

43 min listen

The Fed Waiting Game, the 2-Year Yield vs. Stocks, Ford Warns and the "SPAC King" Shutting Two SPACs 9/20/22: Carl Quintanilla, Jim Cramer and David Faber explored the market moves as the Fed begins its two-day policy meeting. Amid expectations of an aggressive rate hike, should you park your money in a 2-year note yielding close to 4% -- or stocks? Cramer weighs in. The anchors reacted to what the CEOs of Home Depot and Intuit told CNBC about inflation and the consumer. Also in focus: Ford's third-quarter warning due to supply costs and parts shortages, Microsoft's dividend hike, venture capitalist Chamath Palihapitiya closing two SPACs, a judge denies the Department of Justice's request to block the UnitedHealth-Change Healthcare merger deal and Amazon offers a bullish take on streaming Thursday Night Football. by Squawk on the Street

43 min listen

SQUAWK BOX. WEDNESDAY 7TH DECEMBER, 2022 by Squawk Box Europe Express

24 min listen

Q2 Beats for BofA and Morgan Stanley, Dow Aims for 7-Day Win Streak, June Retail Sales Miss 7/18/23: Carl Quintanilla, Jim Cramer and David Faber explored market reaction to bank earnings, led by better-than-expected second-quarter results from Bank of America and Morgan Stanley. All of this coming one day after the Dow extended its daily win streak to six -- and both the S&P 500 and Nasdaq rose to levels not seen since April 2022. Also in focus: June retail sales growth missed economists' forecasts, Shares of AT&T and Verizon try to end major losing streaks, Wall Street calls and the “Magnificent 7," media stocks’ moves in light of the labor strikes in Hollywood. Squawk on the Street Disclaimer 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

A "Pivotal Week" for Markets, Bernanke on Fed's "Mistake," JetBlue Goes Hostile, Buffett's Big Energy Bet, and McDonald's to Exit Russia. 05/16/22: With the S&P 500 and Nasdaq each in the midst of a six-week losing streak, Jim Cramer and David Faber discussed why this is a "pivotal week" for the markets. The anchors also reacted to comments from Fed Chairman Ben Bernanke -- who told CNBC the Fed's slow response to inflation was a mistake -- and former Goldman Sachs CEO Lloyd Blankfein on recession worries. Also in focus: Goldman lowers its S&P 500 price target for 2022, Warren Buffett ramps up his energy portfolio, JetBlue launches a hostile tender takeover bid for Spirit Airlines, Jeff Bezos tweets about inflation, McDonald's decision to sell its Russia business, Elon Musk and the Twitter "bot check," plus what to make of an upgrade for Netflix. by Squawk on the Street

44 min listen

SQUAWK BOX, WEDNESDAY 14TH OCTOBER, 2020 by Squawk Box Europe Express

28 min listen

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Markets on "Delivering Alpha" Day, Bank of England's Intervention, Apple Slumps and Biogen Soars 9/28/22

Markets on "Delivering Alpha" Day, Bank of England's Intervention, Apple Slumps and Biogen Soars 9/28/22

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