Microsoft Slides on Cloud-y Outlook, Boeing CEO on Q4 Miss, DOJ Sues Google...Again 1/25/23

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

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

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

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

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

Electric Slide: Tesla Misses, Southwest and ServiceNow CEOs, Q4 GDP Beat 01/25/24: Carl Quintanilla, Jim Cramer and David Faber discussed Tesla shares taking a hit after the EV maker posted weaker-than-expected Q4 results and said it sees "notably lower" growth in 2024. The anchors reacted to what CEO Elon Musk said on Tesla's earnings. A CEO doubleheader on the show: Southwest’s Bob Jordan on earnings and MAX delivery plans in wake of Boeing's recent problems – and ServiceNow's Bill McDermott on his company's quarterly beat and riding the AI wave with shares at all-time highs. Also in focus: The first reading of Q4 GDP beats expectations with 3.3% growth, Humana tumbles again and drags its health insurance rivals lower, IBM and Comcast surge on earnings, the chip sector rally rolls on. Disclosure: Comcast is the parent of NBCUniversal, of which CNBC is a unit. Squawk on the Street Disclaimer by Squawk on the Street

45 min listen

3-Week Win Streak Watch, AMAT Slumps on Probe Report, Musk Backlash 11/17/23: Carl Quintanilla, Jim Cramer and David Faber explored what's ahead for the markets, with major indices on track to achieve their first three-week win streak since summer. Shares of Applied Materials down sharply: The chip equipment maker said to be the subject of a U.S. criminal probe regarding its shipments to China. The anchors also reacted to the backlash against Elon Musk after his response to an antisemitic post on X -- and IBM pulls its ads from that platform. What's at stake for Tesla? Also in focus: Gap soars on earnings, Apple reportedly delays its modem chip for the iPhone, AI roundup including Google, how low can oil prices go? Squawk on the Street Disclaimer by Squawk on the Street

44 min listen

Earnings Movers, Bracing for Tesla's Q1 Results, Apple's iPhone Challenges in China. 4/23/24: After Monday's rebound rally in stocks, Carl Quintanilla, Jim Cramer and David Faber discussed market reaction to a slew of earnings reports: General Motors and GE Aerospace among the biggest gainers. The anchors also explored what to expect from Tesla's much-anticipated quarterly results due out after Tuesday's close of trading -- with the stock down more than 40% so far this year. Also in focus: New data show Apple iPhone sales in China down 19% in Q1, Spotify surges, Warner Bros. Discovery downgraded, the FTC sues to block the $8.5 billion merger between Coach parent Tapestry and Capri Holdings -- home to brands including Michael Kors. Squawk on the Street Disclaimer by Squawk on the Street

42 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

UK vs. Microsoft-Activision, Google's AI Pain, Exclusive With Yum! Brands CEO 2/8/23 by Squawk on the Street

43 min listen

Inflation Report Lifts Stocks, Oracle's Record High and AI, Apple Downgraded 6/13/23: With Wednesday's Fed interest rate decision on Wall Street's radar, Carl Quintanilla, Jim Cramer and David Faber led off the program with a breakdown of the May CPI report, which shows consumer inflation cooled to its lowest annual rate in two years. The news lifted the S&P 500 and Nasdaq to fresh 52-week highs. Jim explained why he believes people are making more money in this market than he has seen "in maybe...twelve years." The anchors also discussed Oracle shares hitting a new record high after the company reported a quarterly beat, helped by strong cloud growth and orders from AI customers. Also in focus: Apple downgraded by UBS to “Neutral” after posting a record closing high, Tesla aims for a 13-day win streak, plus a "Faber Report" on the FTC vs. the Microsoft-Activision merger deal. Squawk on the Street Disclaimer by Squawk on the Street

43 min listen

Thu. 07/14 – Is TikTok A Threat To Google Search? by Techmeme Ride Home

15 min listen

Meta and the "Tech Wreck", UAW-Ford Tentative Deal, Southwest and ServiceNow CEOs 10/26/23: Carl Quintanilla, Jim Cramer and David Faber discussed how investors should navigate the"tech wreck" on Wall Street -- with Nasdaq in correction territory, Meta shares falling despite a Q3 beat and Alphabet extending its sharp post-earnings decline. The UAW and Ford reached a tentative agreement nearly six weeks after the union began walkouts against Detroit's "Big 3" automakers. The CEOs of Southwest Airlines and ServiceNow joined the program to discuss their companies' respective quarterly results. Also in focus: Q3 GDP at 4.9% growth, earnings winners and losers, Morgan Stanley selects Ted Pick to succeed James Gorman as CEO, Silver Lake explores taking Ari Emanuel's Endeavor private. Squawk on the Street Disclaimer by Squawk on the Street

47 min listen

Jobs Report Rally, the "Magnificent Seven" and AI, Amazon Wireless Entry? 6/2/23: Carl Quintanilla Jim Cramer and David Faber focused on the market rally sparked by a blowout May employment report: Non-farm payrolls rose by 339,000 and wage growth remained solid. The unemployment rate increased to 3.7%. The anchors also discussed a published report which says Amazon is in talks to provide low-cost mobile services to its Prime customers in the U.S. In reaction to that report, shares of Verizon, AT&T and T-Mobile took a hit -- but Dish Network rallied. Amazon is among Bank of America's "Magnificent Seven" tech stocks which have surged in the first five months of 2023. The firm said tech equity funds saw record weekly inflows, sparked by investor interest in AI. Also in focus: The Senate passes the debt ceiling bill, tech earnings winners, Lululemon surges, SentinelOne plummets. Squawk on the Street Disclaimer by Squawk on the Street

42 min listen

Apple Slumps, Meta Soars, Amazon Surges, Jobs Blowout, Chevron CEO "First on CNBC" 2/2/24: Carl Quintanilla, Jim Cramer and David Faber highlighted big tech earnings and how to play Cramer's "super six pack." Apple shares fell despite better-than-expected Q1 results -- as a decline in China sales overshadowed strength in services and the iPhone. Jim shared what CEO Tim Cook told him at Apple's flagship store in New York about the Vision Pro, as the $3,500 headset went on sale. Meta soared on a Q4 beat, its first-ever dividend and revenue guidance exceeding estimates. Amazon surged on the strength of online holiday shopping and a 13% jump in AWS revenue. Also in focus: The January employment report shows job creation nearly doubled expectations, Chevron CEO Mike Wirth joined the program to discuss earnings, the oil giant's 8% dividend and what's at stake for energy markets in wake of Middle East turmoil. Squawk on the Street Disclaimer by Squawk on the Street

49 min listen

Tesla Surges, Boeing CEO Exclusive, Earnings Deluge: Winners and Losers 4/24/24: Carl Quintanilla, Jim Cramer and David Faber reacted to shares of Tesla surging just days after falling to a 52-week low. The EV maker’s plans to produce "more affordable" vehicles overshadowed weaker-than-expected Q1 results. What should you do with the stock? In an exclusive interview, Boeing CEO Dave Calhoun discussed the company's narrower Q1 loss, its strategy for improving quality control and the search for his successor. Also in focus: Market reaction to a slew of earnings reports from the likes of AT&T and Visa, Meta and a potential TikTok ban, pain in the luxury space, why one particular stock is up more than 600% from year-ago levels. Squawk on the Street Disclaimer by Squawk on the Street

42 min listen

Correction vs. Rally, McDonald's Beats, UAW-GM Tentative Deal 10/30/23: After the broader markets closed Friday's session in correction territory, Carl Quintanilla, Jim Cramer and David Faber explored what to make of Monday's rebound rally as we enter a big week: Apple joins the earnings parade, Treasury refunding, the Fed decision on rates and the key October jobs report. McDonald's shares up on better-than-expected quarterly results, helped by higher menu prices. Also in focus: General Motors becomes the last of Detroit's "Big 3" automakers to reach a tentative labor agreement with the UAW, Alphabet and Google CEO Sundar Pichai to testify in the U.S vs. Google antitrust trial, the Biden Administration's executive order on AI. Squawk on the Street Disclaimer by Squawk on the Street

47 min listen

Triple Whammy: GDP, Hotter Inflation Gauge, Meta Spark Market Sell-off 4/25/24: Carl Quintanilla, Jim Cramer and David Faber covered all of the bases regarding Thursday's stock market sell-off, surge in yields and rate fears. The catalysts: Q1 GDP growth below consensus estimates, the Core PCE Price Index -- a key measure of inflation -- came in hotter than expected, Meta shares plunged on revenue guidance and plans to increase spending on AI. Also in focus: An earnings barrage including Thursday’s Dow laggards Caterpillar and IBM, the CEOs of ServiceNow and Southwest Airlines joined the program to discuss their companies' quarterly results and outlook. 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

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

Apple Said to End Electric Car Project Amid 2024 Stock Pullback, DOJ vs. UnitedHealth, Bitcoin $60K 2/28/24: Jim Cramer and David Faber engaged in a wide-ranging discussion about Apple reportedly scrapping its decade-long EV project in favor of AI initiatives. Jim offered his take on Apple shares falling 5% so far this year. The anchors also reacted to a report stating UnitedHealth is the subject of a U.S. Department of Justice antitrust probe. Also in focus: Bitcoin surpasses $60,000 for the first time since 2021, Q4 GDP growth revised a tick lower, eBay among the earnings winners, Cramer explains "Real AI" versus "Joke AI." Squawk on the Street Disclaimer by Squawk on the Street

44 min listen

Boeing CEO to Step Down, Another EU Big Tech Probe, China vs. US Chips 3/25/24: Carl Quintanilla and Jim Cramer led off the show with reaction to a leadership shakeup at Boeing: Dave Calhoun will step down as CEO at the end of 2024. The anchors also discussed global headwinds for tech: The EU announced it is investigating Apple, Alphabet and Meta under its new digital competition law -- and China has reportedly blocked use of Intel and AMD chips in its government computers. Also in focus: Apple CEO Tim Cook in China, new bullish market calls on Wall Street, Disney vs. Peltz latest, Trump SPAC watch, Salesforce CEO Marc Benioff’s question about the “AI hype cycle,” Jim goes "robotic." Squawk on the Street Disclaimer by Squawk on the Street

45 min listen

Thu. 04/29 – What If This Is A Tech Inflection Point? by Techmeme Ride Home

19 min listen

Tesla in the Crosshairs, Shopify Pres. Reacts to Tumbling Stock, Reddit Jumps, Uber Falls 05/08/24: Carl Quintanilla, Jim Cramer and David Faber discussed a report that sent Tesla shares lower: According to Reuters' sources, U.S. prosecutors are examining whether the EV maker committed securities or wire fraud in their Autopilot probe. Shopify President Harley Finkelstein joined the program to talk about the company's Q1 earnings beat -- and the stock tumbling on guidance. The anchors also reacted to Reddit shares rising and Uber shares down sharply following the release of the companies’ respective quarterly results. Also in focus: Microsoft's $3.3 billion AI investment, Disney the morning after its stock fell 9.5% post-earnings. Squawk on the Street Disclaimer by Squawk on the Street

43 min listen

Target Slumps on Warning, Kohl's Surges on Takeover Talks, Apple WWDC Takeaways, Plus Big Oil: Is Exxon Cheap? 6/7/22: Carl Quintanilla, Jim Cramer and David Faber led off the show with shares of Target down sharply on a margin warning, as the company plans to reduce excess inventory. The stock dragged both the retail sector and broader markets lower. Cramer weighed in on Target CEO Brian Cornell's leadership and delivered a message for analysts who cover the stock. Shares of Kohl's up double-digits after confirming it is in talks to be acquired by The Vitamin Shoppe parent Franchise Group. Also in focus: The gasoline price surge, why one firm says ExxonMobil shares are cheap, assessing Apple's developers conference unveils, Netflix losing two-thirds of its value this year, and Texas vs. Twitter. by Squawk on the Street

43 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

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

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

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

Tech Tumbles: Apple Extends Stock Slump on Reports of a China Government iPhone Ban 9/7/23: Carl Quintanilla, Jim Cramer and David Faber led off the show with Apple extending this week's losses: Shares hurt by published reports stating China plans to broaden its ban of iPhone usage by government officials. The anchors explored whether now is the time to buy mega-tech names, as the Nasdaq entered Thursday's session in the midst of a three-day losing streak. At the Goldman Sachs "Communacopia" conference in San Francisco, David highlighted comments made at the event by Warner Bros. Discovery CEODavid Zaslav. Also in focus: Crude oil's nine-session win streak, the streaming wars as the NFL season kicks off, auto industry labor strife, Boeing's 737 MAX delivery guidance, CNBC's "Fast Money" rings the Nasdaq opening bell. Squawk on the Street Disclaimer by Squawk on the Street

44 min listen

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Microsoft Slides on Cloud-y Outlook, Boeing CEO on Q4 Miss, DOJ Sues Google...Again 1/25/23

Microsoft Slides on Cloud-y Outlook, Boeing CEO on Q4 Miss, DOJ Sues Google...Again 1/25/23

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