Markets and the Earnings Barrage, UPS' Message vs. FedEx's View and Raytheon's CEO Talks Earnings and Defense 10/25/22

Earnings Parade Fuels Stocks: Coke, Verizon, 3M and GE Beat, RTX CEO Exclusive 10/24/23: Carl Quintanilla, Jim Cramer and David Faber discussed the markets rallying on a barrage of Q3 earnings reports: Coca-Cola, Verizon, 3M and General Electric among the companies exceeding estimates.Raytheon parent RTX surged after beating the street and announcing a $10 billion stock buyback program.RTX CEO Greg Hayes joined the program to discuss that news, along with developments surrounding the Israel-Hamas War and what they could mean for the defense contractor. Also in focus: General Motors beats but withdraws guidance due to the auto strike, what to expect from Microsoft and Alphabet when they report quarterly results after Tuesday's close of trading. Squawk on the Street Disclaimer by Squawk on the Street

47 min listen

Inflation Watch Day 2, Alphabet and Microsoft Spark Tech Rally, Exclusive: Micron and Chevron CEOs 4/26/24: One day after rate fears weighed on stocks, Carl Quintanilla, Jim Cramer and David Faber discussed market reaction to the Fed's favorite inflation measure: March Core PCE came in slightly above consensus forecasts on a year-over-year basis. The anchors also engaged in a wide-ranging discussion about Alphabet and Microsoft lifting the tech sector. Both companies posted Q1 beats amid their AI push. A CEO doubleheader: Micron's Sanjay Mehrotra joined the program at Post 9 to discuss being awarded up to $6.1 billion in CHIPS Act grants. Chevron's Mike Wirth offered his take on earnings, oil and natural gas prices and his company's deal to acquire Hess. Also in focus: Snap soars, Intel tumbles. Squawk on the Street Disclaimer by Squawk on the Street

43 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

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

Bouncing Between Red & Green, Evans’ Inflation Expectations, Autos Crushed, Rivian Recall, Chinese Chips Tumble 10/10/22: David Faber and Jim Cramer break down the market action of the morning, as futures popped on the heels of comments from Chicago Fed President, Charles Evans. Fed President Evans said signs of the labor market strength may be waning, that he sees rates remaining at 4.5% for some time, and restrictive financial conditions required to bring inflation down. Plus, shares of automakers were getting crushed. UBS downgraded both Ford and General Motors, saying the industry is rapidly moving toward vehicle oversupply following three years of unprecedented pricing power. Rivian shares were getting crushed after recalling nearly all of its vehicles to fix potential steering issues. Chinese chip makers got hammered after the U.S. announced new export controls aimed at limiting Beijing’s ability to produce advanced military systems. The sweeping rules mean companies must a by Squawk on the Street

44 min listen

Big Tech's Big Drag, Boeing and AMD CEOs on Q4 Results, Judge Voids Musk's $56B Pay Package. 01/31/24: Carl Quintanilla and Jim Cramer discussed Alphabet and Microsoft dragging the tech sector lower, despite both companies beating on quarterly results. Were Wall Street's guidance expectations too lofty? Boeing CEO Dave Calhoun joined the program to talk about the jet maker's narrower Q4 loss -- and decision to suspend guidance in wake of its 737 MAX-9 problems. AMD CEO Lisa Su offered her take on the chipmaker's Q4 results, AI strategy and sales forecast that weighed on the stock. Also in focus: A Delaware judge strikes down Elon Musk's $56 billion Tesla pay package, Fed decision day, Starbucks' earnings rally, Byron Allen's offer to acquire Paramount Global, Walmart's 3-for-1 stock split, social media CEOs head to Capitol Hill. Squawk on the Street Disclaimer by Squawk on the Street

49 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

Big Earnings Movers: Microsoft Jumps, Alphabet Slumps, Boeing CEO Exclusive 10/25/23: Carl Quintanilla, Jim Cramer and David Faber led off the show with mega-tech earnings: Microsoft shares jumped on a quarterly beat while Alphabet fell sharply despite beating on the top and bottom lines. The anchors discussed how the cloud and AI made the difference in both cases. Boeing CEO Dave Calhoun joined the program to discuss his company's results - and the stock's rise in the face of a wider-than-expected Q3 loss. Also in focus: What to expect from Meta's after-the-bellresults, earnings movers including Visa and T-Mobile US, Wall Street calls on Apple, an update on the Israel-Hamas War. Squawk on the Street Disclaimer by Squawk on the Street

43 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

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

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

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

Pullback After the Tech Rebound, More 737 MAX-9 Pressure On Boeing, CEOs Weigh In On Obesity Drugs 01/09/24: Carl Quintanilla, Jim Cramer and David Faber explored what to make of stocks under pressure the morning afterthe Nasdaq's best one-day performance since November -- and a fresh all-time high for Nvidia.Boeing shares extended Monday's losses on new developments surrounding the grounding of its 737 MAX-9 jets. The anchors discussed what pharma CEOs told Cramer at the J.P. Morgan Healthcare Conference, especially when it comes to the burgeoning obesity drug market. Also in focus: Netflix downgraded, the impact of Samsung's profit missand guidance on mega-tech and the chips, HPE said to be in talks to acquire Juniper Networks, Match Group's date with activism. Squawk on the Street Disclaimer by Squawk on the Street

43 min listen

Disney Stunner: Bob Iger Returns As CEO, Bob Chapek is Out 11/21/22: Jim Cramer and David Faber engaged in a wide-ranging discussion involving surprising news out of Disney: Bob Iger has returned to the company as CEO, replacing his successor, Bob Chapek. Disney shares surged on news of the shakeup. The anchors explored the challenges Iger will face. David also highlighted flashbacks of his interviews with Iger and Chapek. Also in focus: The China COVID-19 lockdown effect on oil prices, playing big tech, FTX's $3.1 billion dilemma, the Elon Musk-Twitter drama and Jim's eye-opening comments about investing in enterprise software stocks. by Squawk on the Street

42 min listen

Microsoft Slides on Cloud-y Outlook, Boeing CEO on Q4 Miss, DOJ Sues Google...Again 1/25/23: Carl Quintanilla, Jim Cramer and David Faber led off the show with shares of Microsoft falling on news of the company's weaker-than-expected cloud business forecast. What's at stake for big players in the cloud including Amazon? Boeing CEO Dave Calhoun joined the program to discuss his company's Q4 results that missed Wall Street estimates. The anchors also reacted to the Justice Department and attorneys general in eight states suing Google on antitrust grounds, accusing the Alphabet unit of "monopolizing digital advertising technologies." Also in focus: AT&T shares jump on stronger-than-expected Q4 wireless subscriber growth, plus Cramer explains why enterprise software is "the new natural gas." by Squawk on the Street

43 min listen

Reaction to the Fed's Pause and Rate Hike Signals, Cava CEO on IPO 6/15/23: Jim Cramer and David Faber explored the Fed's decision to stand pat on interest rates after ten consecutive hikes -- and signal that more tightening could be in the cards. Jim highlighted the connection between housing and inflation. What does it all mean for the markets? The anchors also discussed Cava going public and what's at stake for both the IPO market and the Mediterranean fast-casual restaurant chain. Cava CEO Brett Schulman joined Jim and David at Post 9 for a "First on CNBC" interview. Also in focus: Tesla snaps its record 13-day win streak, Lennar rises on earnings, an update on the FTC vs. Microsoft and Activision, an unexpected jump in May retail sales, Blackrock CEO Larry Fink's take on AI. Squawk on the Street Disclaimer by Squawk on the Street

44 min listen

Amazon Surges on Earnings, Ford Misses, Inflation Watch & the Fed 10/27/23: Jim Cramer and David Faber capped a busy week of earnings with reaction to Amazon shares' sharp jump on better-than-expected Q3 results. The anchors explored where AWS and AI fit into the picture. Ford shares fell after a quarterly miss, including a wider loss in its EV unit. The automaker also withdrew 2023 guidance pending ratification of its tentative labor agreement with the UAW. Also in focus: Reaction to Core PCE -- the Fed's preferred inflation gauge, Intel surges, Exxon Mobil and Chevron earnings, solar stocks burned again, Chipotle's CEO take on GLP-1 drugs, Jamie Dimon's stock sale plan, Israel-Hamas war, FTX founder Sam Bankman-Fried testifies at his fraud trial. Squawk on the Street Disclaimer by Squawk on the Street

44 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

"Inflation Reduction Act" Effect on Stocks, Nvidia Warns and An Exclusive With the DoorDash CEO 8/8/22: Jim Cramer and David Faber covered all of the bases surrounding Nvidia's revenue warning on gaming weakness. What's at stake for the semiconductor industry and videogame publishers? The anchors also explored market reaction to the "Inflation Reduction Act" passed by the U.S. Senate: Clean energy funding and incentives in the bill giving a boost to shares of electric vehicle makers and solar companies. DoorDash Co-Founder & CEO Tony Xu joined the program exclusively -- on the heels of the company's record food-delivery orders. Also in focus: The tech rout hits Softbank's quarterly results, Elon Musk tweets a debate challenge to Twitter's CEO, and Carlyle's CEO steps down. by Squawk on the Street

48 min listen

Inflation Watch, Apple iPhone 15 Reaction, Big Tech CEOs at Capitol Hill AI Forum 9/13/23: Carl Quintanilla, Jim Cramer and David Faber led off the show with reaction to August CPI data ahead of next week's Fed decision on interest rates. The anchors explored how gasoline prices, retail and housing fit into the market picture. They also discussed Wall Street analysts' new calls on Apple following its product launch event including the new iPhone 15 lineup. Also in focus: Major tech CEOs including Elon Musk, Mark Zuckerberg and Jensen Huang arrive on Capitol Hill for an AI forum with lawmakers, what Salesforce CEO Marc Benioff told Cramer about AI, the UAW and Detroit's "Big 3" automakers continue negotiations as a strike deadline looms. Squawk on the Street Disclaimer by Squawk on the Street

47 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

Stocks Drop, Coronavirus Cases Escalate, New Terms for the T-Mobile, Sprint Deal: Carl Quintanilla, Jim Cramer and David Faber discuss the quick move in stocks to the downside. The number of new coronavirus cases escalates, fueling worries over a pronounced global economic slowdown. Shares of Deere surging after the heavy equipment maker beat estimates on the top and bottom line. The company says it sees signs of stabilization in the U.S. farm sector, and that the relaxation of trade tensions is imporving farmer confidence. David Faber’s exclusive reporting on T-Mobile, Sprint, as the operators announced amended terms of their merger agreement. Chewy pops on an upgrade to “outperform” from “sector perform” at RBC. Plus, HP adopts a “poison pill” in its fight to fend off Xerox. by Squawk on the Street

43 min listen

Tech Turbulence, Exclusive: Boeing CEO, Atlanta Braves Go Public 7/26/23: David Faber and Jim Cramer began the hour with two mega-cap tech stocks reporting results: Microsoft and Alphabet. Both names topped earnings expectations but the stocks moved in opposite directions in early trading. The anchors also turned to Phil LeBeau who brought in Boeing CEO Dave Calhoun for a CNBC exclusive interview; the stock rallied on a strong earnings beat. After the bells, the anchors hit a slew of other earnings with AT&T, Visa and Texas Instruments all reporting results. Also in the mix: David interviewed the CEOs of Liberty Media and the Atlanta Braves, after completing its spin-off to become the first publicly traded team in the MLB. Squawk on the Street Disclaimer by Squawk on the Street

45 min listen

Debt Ceiling Talks and the Markets, Banking Turmoil and the Fed, Palantir's AI Surge 5/9/23: Jim Cramer and David Faber discussed what to make of the markets with the debt ceiling standoff in focus: President Biden and congressional leaders set for talks Tuesday afternoon. The anchors also focused on banking turmoil after the Fed warned of credit crunch risks. On the AI front: Shares of Palantir surged on the company's quarterly profit and upbeat guidance -- while Bernstein put out a note about Microsoft's AI “green shoots.’ Also in focus: Boeing receives a massive 737 MAX order from Ryanair, plus Alphabet as a Tuesday bright spot unlike names including PayPal, Skyworks and Lucid. Squawk on the Street Disclaimer by Squawk on the Street

44 min listen

Chevron and Hess CEOs on $53B Deal, 5% Yield Effect on Stocks, Apple’s Losing Streak 10/23/23: Carl Quintanilla, Jim Cramer and David Faber kicked off "M&A Monday" with major news out of the energy sector: Chevron to buy Hess in an all-stock transaction valued at $53 billion. Chevron CEO Mike Wirthand Hess CEO John Hess joined the anchors at Post 9 to discuss the deal. Also in focus: A new week for stocks as the 10-year yield hovers around 5%, the Israel-Hamas War, why Apple shares are on track for a seventh straight day of declines, a mega-tech earnings week ahead featuring Microsoft, Alphabet, Meta and Amazon. Squawk on the Street Disclaimer by Squawk on the Street

49 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

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

Hotter-Than-Expected PPI, the FTC vs. Microsoft-Activision, An Exclusive With Lululemon's CEO 12/9/22: Carl Quintanilla, Jim Cramer and David Faber led off the show with market reaction to new wholesale inflation data: The Producer Price Index for November came in hotter than expected, ahead of next week's Fed decision on interest rates. David highlighted three items on investors' radar as the Federal Trade Commission seeks to block Microsoft's planned acquisition of Activision Blizzard. Lululemon CEO Calvin McDonald joined the program to discuss his company's Q3 earnings beat, the holiday quarter guidance pressuring the stock and managing pricing power in an inflationary environment. Also in focus: Costco misses, the message from RH's CEO, Broadcom shares jump, Salesforce Chairman and Co-CEO Marc Benioff defends the company's stock and FTX founder Sam Bankman-Fried said he'll testify before Congress next week. by Squawk on the Street

43 min listen

Jobs Report Beats, Tech's 2024 Start Not "Magnificent," Middle East Conflict Impact 1/05/24: Carl Quintanilla and Jim Cramer led off the show with market reaction to the government's key December employment report: 216,000 non-farm jobs were added last month, exceeding economists' forecasts -- but October and November payrolls were revised lower. The unemployment rate held steady at 3.7%. The anchors discussed what to make of the early 2024 slump in tech and "Magnificent 7" stocks -- with the Nasdaq in the midst of a five-day losing streak. Also in focus: Red Sea attacks and the Middle East conflict’s impact on everything from Chevron and Maersk to McDonald's, Microsoft moves closer to Apple's valuation, Constellation Brands' earnings, Costco's sales jump, a look ahead to next week's bank earnings and Jim's CEO interviews from the J.P. Morgan Healthcare Conference. Squawk on the Street Disclaimer Squawk on the Street Disclaimer by Squawk on the Street

42 min listen

Final Trading Day of February, Target Beats, Meta Revs Up For AI Race 2/28/23: On the last trading day of February, Carl Quintanilla, Jim Cramer and David Faber explored what's ahead for stocks, with the major indices on track for their second negative month in three. Cramer highlighted "market distortions" worthy of your attention. The anchors also discussed Target's quarterly beat, cautious guidance and CEO Brian Cornell's comments to CNBC about "stubborn" inflation. On the AI front: BofA is out with its list of top AI picks -- and Mark Zuckerberg announced Meta is forming a new product group focusing on generative AI. Goldman Sachs CEO David Solomon told CNBC that anyone who runs a business should prepare for a "bumpy 12 to 24 months." Also in focus: Earnings winners and losers including Zoom, Workday and Norwegian Cruise. by Squawk on the Street

42 min listen

Discover this podcast and so much more

Markets and the Earnings Barrage, UPS' Message vs. FedEx's View and Raytheon's CEO Talks Earnings and Defense 10/25/22

Markets and the Earnings Barrage, UPS' Message vs. FedEx's View and Raytheon's CEO Talks Earnings and Defense 10/25/22

Description

Titles in the series (100)

More Episodes from Squawk on the Street

Related podcast episodes