PPI and Fedspeak Slam Stocks, Exclusive With Cisco CEO, Bitcoin Rally vs. Munger 2/16/23

Inflation Data and Walmart Spark a Market Rally, Tech Surges and Berkshire's Munger Blasts Crypto ... Again. 11/15/22: Carl Quintanilla, David Faber and Mike Santoli began the show with wholesale inflation data that helped to spark a market rally: The Producer Price Index for October came in tamer than expected, unchanged from the previous month when you strip out food and energy. As for retail earnings, Walmart shares surged on better-than-expected quarterly results, raised guidance and a $20 billion share buyback program. Home Depot also posted a quarterly beat. Jim Cramer joined the anchors shortly before the opening bell and weighed in on retail earnings and the movers of the morning. Also in focus: Berkshire Hathaway Vice Chairman Charlie Munger's new message blasting crypto in a CNBC interview, the latest on the FTX collapse, Warren Buffett's bet on Taiwan Semiconductor boosts the chip sector, and Netflix jumps on a double upgrade. by Squawk on the Street

43 min listen

BlackRock CEO Seeing No Demand for Crypto: On this episode of “The Breakdown,” NLW addresses recent shifts in institutional and regulatory discussions on crypto, including: How BlackRock CEO Larry Fink sees the state of crypto ShapeShift’s final structural shift Fed Chairman Jay... by The Breakdown

14 min listen

Hot PPI, Retail Sales Miss, Mnuchin Talks Buying TikTok, Tesla Valuation Slides Below JPM 3/14/24: Carl Quintanilla, David Faber and Mike Santoli led off the show with market reaction to key February data ahead of next week’s Fed meeting: The Producer Price Index showed hotter-than-expected wholesale inflation, while retail sales missed economists' forecasts. The anchors also reacted to what former Treasury Secretary Steven Mnuchin told CNBC: He plans to form an investor group to buy TikTok. How low can Tesla go? This year's worst performer on the S&P 500 slipped below JPMorgan Chase in terms of market cap. Also in focus: Kevin Plank returns to Under Armour as CEO, retail earnings roundup, BofA lifts its price target on Nvidia, remembering former Time Warner CEO Gerald Levin. Squawk on the Street Disclaimer by Squawk on the Street

43 min listen

BREAKDOWN: BlackRock CEO Seeing No Demand for Crypto by CoinDesk Podcast Network

14 min listen

Microsoft and Alphabet Lead Tech Sector Slump, Plus: Exclusives With the CEOs of Boeing and Bristol Myers Squibb 10/26/22: Carl Quintanilla, Jim Cramer and David Faber led off the show with reaction to shares of Microsoft and Google parent Alphabet falling sharply and pulling the Nasdaq lower after the tech giants posted quarterly results. Two CEOs joined the program exclusively: Boeing's Dave Calhoun discussed what's next for his company after its unexpected quarterly loss -- and Bristol Myers Squibb's Dr. Giovanni Caforio outlined the drugmaker’s earnings beat despite the stronger dollar's impact on sales. Also in focus: What quarterly results from the likes of Visa, Chipotle and Mattel are telling us about the consumer, plus a look at what to expect from Meta's after-the-bell earnings report. by Squawk on the Street

46 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

The Mining Report with Wolfie Zhao: When miner capitulation? by The Scoop

31 min listen

A Week for the Bulls to Cheer About, Big Moves in Retail, SPACs Slump and the SEC's Eyes on Elon Musk 5/27/22: Carl Quintanilla, David Faber and Leslie Picker explored this week's market gains: The Dow on track to end an eight-week losing streak, with the S&P and Nasdaq each poised to end seven straight weeks of losses. Sentiment on Friday helped by stronger-than-expected consumer spending data and a key indicator which shows inflation might have peaked. The anchors reacted to a new batch of retail earnings: Shares of Gap and Big Lots tumbled, while Costco and Ulta Beauty moved higher. Citi U.S. Equity Strategist Scott Chronert joined the program to discuss market volatility and his views about a potential recession. Also in focus: The SEC's letter to Elon Musk about his early Twitter stake, Dell among the tech winners, and the blank-check bubble bursts for SPACs by Squawk on the Street

43 min listen

JPMorgan Discusses $600B in Potential New Bitcoin Demand: Today on the Brief: First COVID-19 vaccines roll out in the U.S. Are IPOs the new ICOs? U.S. Treasury and other federal departments hacked Our main discussion: A massive new category of bitcoin demand? Last week, when MassMutual... by The Breakdown

15 min listen

Squawk on the Street 3/23/23: David Faber, Sara Eisen and Mike Santoli began with the market action a day after the Federal Reserve announced its 9th straight interest rate hike of 25 basis points. In his press conference, Chair Powell said the recent failure of some regional banks could cause ripple effects that slow down the economy. The anchors also turned their attention to TikTok, as the company CEO Shou Zi Chew made his way to Capitol Hill to testify before Congress about his app’s security concerns. Also in the mix: The anchors hit the double-digit drop of in shares of Block, after Hindenburg Research announced that the payment company was its latest short position, alleging that Block allowed criminal activity to operate with lax controls and “highly” inflates Cash App’s transacting user base, a key metric of performance. by Squawk on the Street

43 min listen

Markets Rally, Retail Sales Jump in June and Citi and Wells Fargo Spike on Earnings 7/15/22: Carl Quintanilla and Mike Santoli focused on what investors should make of Friday's market rally, sparked by data showing retail sales up a better-than-expected one percent for June -- and quarterly results from Citi and Wells Fargo, one day after JPMorgan Chase and Morgan Stanley disappointed the street. Leslie Picker joined the discussion on the banks. Also in focus: China's economic growth slows to levels not seen since early 2020, Pinterest shares soar on a report stating Elliott Management has taken a big stake in the company, oil prices rebound as President Biden heads to Saudi Arabia, a hearing date is set for Twitter's lawsuit against Elon Musk, plus a "flashback" featuring Carl and Mike. by Squawk on the Street

44 min listen

Morning After the Worst Day for Stocks in '23, Fed's Bullard Speaks, Intel Slashes Dividend 02/22/23: Carl Quintanilla, Jim Cramer and David Faber engaged in wide-ranging discussions about what's next for the markets after Tuesday's sell-off, which resulted in the worst day for stocks so far this year. Cramer outlined six things that must happen before he can declare an end to the sell-off. The anchors also reacted to pre-market comments that St. Louis Federal Reserve President James Bullard made to CNBC about rate hikes, inflation and the markets overpricing the chances of a recession. Also in focus: Intel slashes its quarterly dividend by 66%, Baidu doubles profits and ramps up its AI bot strategy, Regulators in Beijing reportedly told Chinese tech giants not to offer ChatGPT services, Palo Alto Networks surges on earnings, plus what to expect from Nvidia's quarterly results after the close of Wednesday's trading. by Squawk on the Street

44 min listen

Microsoft Back At $2T, Apple's 2023 Rally, Super Bowl Aftermath 2/13/23: Carl Quintanilla, David Faber and Mike Santoli explored the moves in tech: Microsoft returning to a $2 trillion valuation in the midst of its artificial intelligence battle with Google parent Alphabet, while Apple shares have jumped by more than 16% so far this year. The anchors focused on the markets and inflation ahead of Tuesday's CPI data. They also discussed all things Super Bowl, from the Chiefs' victory and Rihanna's Apple-sponsored halftime show -- to the commercials and a big night for sports betting. by Squawk on the Street

43 min listen

Buffett Bets on Japan, Alibaba's AI Launch, Bitcoin Surpasses $30,000 4/11/23: Carl Quintanilla, Jim Cramer and David Faber discussed Warren Buffett's investment strategy. The billionaire investor said Berkshire Hathaway raised its stake in five Japanese holding companies by 7.4% each -- and is considering buying more. AI also in the spotlight: Alibaba rolls out a system to rival ChatGPT, AI faces new scrutiny in both the U.S. and China, plus anchor reaction to what former Google CEO Eric Schmidt told CNBC about AI. Also in focus: Markets brace for Wednesday's CPI data, bitcoin hits a ten-month high and surpasses $30,000, playing the chip sector, Cramer's list of underappreciated Dow stocks. Squawk on the Street Disclaimer by Squawk on the Street

43 min listen

Your Daily FinTech Podcast - May 11th, 2022 by Connecting the dots in FinTech... by Marcel van Oost

4 min listen

CNBC Special Report: Taking Stock 2/14/23: CNBC’s Frank Holland has your post-CPI playbook. Bleakley Advisory Group’s Peter Boockvar discusses the hotter-than-expected CPI report and what it means for the Fed going forward. David Steinberg, co-founder and CEO of Zeta Global, a data-driven cloud marketing company, discusses the artificial intelligence arms race and companies that stand to benefit. Plus, Airbnb shares rose about 9% in extended trading after the company released fourth-quarter earnings that beat analysts’ estimates on top and bottom lines. And - a crypto boost? Ken Griffin’s Citadel taking a stake in crypto bank Silvergate. Mad Money Disclaimer by Mad Money w/ Jim Cramer

45 min listen

The Inflation Heat, A Crypto Chill, & Twitter’s $44B Lawsuit 7/13/22: Inflation jumped 9.1% to a new 40-year high in June. CNBC’s Steve Liesman, Rick Santelli, and Mike Santoli unpack what today’s Consumer Price Index data means for the Federal Reserve and for consumer wallets. As a crypto winter puts serious pressure on the industry, some crypto lenders are collapsing. BlockFi found a lifeboat in crypto exchange FTX; in a CNBC-exclusive interview, BlockFi CEO Zac Prince explains why he discounted his company 95% to strike a credit and possible acquisition deal with FTX. Plus, Twitter is suing Elon Musk in hopes that he’ll keep his $44 billion word to buy the company, and Tulane law professor Ann Lipton lays out the possible legal moves from here–as well as any tricks Musk might have up his sleeve. In this episode: Zac Prince, @BlockFiZac Ann Lipton, @AnnMLipton Joe Kernen, @JoeSquawk Andrew Ross Sorkin, @Andrewrsorkin Katie Kramer, @Kramer_Katie by Squawk Pod

31 min listen

Inflation Data and Regional Banks' Rebound Fuel Rally, Treasury on SVB Fallout, Meta to Cut 10,000 More Jobs. 03/14/23: Carl Quintanilla, Jim Cramer and David Faber led off the show with key inflation data that helped to boost the markets: The February Consumer Price Index came in as expected at 6% year-over-year -- down from 6.4% in January. The results sparked investor hopes of a smaller rate hike by the Fed next week. As for the fallout from Silicon Valley Bank’s collapse: Regional bank stocks began to rebound after days of massive selling -- and a senior Treasury official told CNBC that the deposits of uninsured depositors in banks across the U.S. are safe. Also in focus: Meta's plan to cut an additional 10,000 jobs -- and what CEO Mark Zuckerberg told his employees about the layoffs. by Squawk on the Street

45 min listen

MONEY REIMAGINED: The Pandora Papers, Fed’s Leadership Crisis and the Future of Money by CoinDesk Reports

46 min listen

Bulls Say "Good Riddance" to April and Hello to May, Buffett's Market Message, Munger Slams Robinhood, plus the CEO of Apollo Global Management on Volatility 5/2/22: Carl Quintanilla, Jim Cramer and David Faber led off the show with a look at how investors should navigate the market in May, after the S&P 500's worst month since the beginning of the pandemic and the Nasdaq's poorest monthly performance since 2008. The anchors also reacted to news out of the Berkshire Hathaway Annual Shareholder Meeting over the weekend, including Warren Buffett's take on markets and inflation, Charlie Munger's harsh comments about Robinhood – and both men blasting crypto. At the Milken Institute Global Conference in Los Angeles, David interviewed Apollo Global Management CEO Marc Rowan about how the alternative asset manager is investing in a volatile market environment. Also in focus: Former Fed Vice Chairman Roger Ferguson tells CNBC he believes a recession is inevitable. by Squawk on the Street

45 min listen

BlockFi’s Lead Investor Bows Out Amid Regulatory Uncertainty: Today on the Brief: Robinhood's underperforming IPO and settlement battles MicroStrategy’s continued faith in bitcoin Proposed sweeping crypto legislation Robinhood’s underperforming initial public offering came amid settlement... by The Breakdown

12 min listen

A Payroll Pop, Starbucks Sales, & Big Oil Buybacks 2/3/23: In a surprisingly strong report, the Labor Department revealed the U.S. economy added 517,000 jobs in January 2023, and an unemployment rate drop to 3.4%, the lowest level since 1969. CNBC’s Rick Santelli, Steve Liesman, and Andrew Ross Sorkin consider what the strong numbers mean for the Federal Reserve’s strategy to cool inflation. Among the employed, CNBC’s Robert Frank reports a rise in office attendance across U.S. cities. Plus, Chevron announced a $75 billion buyback program and a dividend boost in its quarterly report, and the oil giant’s giant profits are sparking renewed backlash from the White House. CEO Mike Wirth joins Joe Kernen and Becky Quick before tee-time at the Pebble Beach Pro-Am to discuss his company’s financial results and shareholder returns, and to address pressure on big oil from President Biden. After Starbucks reported a miss on earnings this quarter, CFO Rebecca Ruggeri shares her outlook for the co by Squawk Pod

30 min listen

Your Daily FinTech Podcast May 12th, 2022 by Connecting the dots in FinTech... by Marcel van Oost

5 min listen

Bitcoin News Roundup for Oct. 28, 2020 by Markets Daily Crypto Roundup

8 min listen

State of the Tech Trade 3/26/24: Scott Wapner and the Investment Committee debate the road ahead for tech as the sector hits a new record high. The experts detail their latest portfolio moves. The calls of the day include Netflix and a bullish note on the big banks. CNBC Senior Markets Commentator Michael Santoli joins the desk with his Midday Word. Investment Committee Disclosures by Halftime Report

44 min listen

SQUAWK BOX, THURSDAY 12TH AUGUST 2021 by Squawk Box Europe Express

25 min listen

Cohen Sells and Bed Bath Plunges, Fedspeak vs. Win Streaks, and the "Buybacks Bandwagon" 8/19/22: Carl Quintanilla, David Faber and Mike Santoli led off with Bed Bath & Beyond: Shares plunging after investor Ryan Cohen confirmed he has sold his entire stake in the company. The anchors also explored market reaction to Fed officials' comments about inflation and interest rate hikes. With the S&P 500 and Nasdaq in the midst of four-week win streaks, are the markets overbought? Also in focus: New stock buyback moves by Home Depot and GM, crypto tumbles, Wayfair cuts jobs, and Foot Locker soars on its new CEO announcement. by Squawk on the Street

43 min listen

Markets In March, Tesla Investor Day Countdown, Activist's Salesforce Board Nominations 3/1/23: On the first trading day of March, Carl Quintanilla, Jim Cramer and David Faber discussed rising rates and whether the bulls can rebound from a negative February for stocks. The anchors also took a closer look at Tesla and what to expect from Elon Musk Wednesday at the company's investor day. Breaking news from David: Sources tell him that activist investor Elliott Management has nominated a slate of directors to Salesforce's board. Also in focus: The AI race and ChatGPT, market reaction to earnings from retailers including Lowe's and Kohl's, Lilly to slash prices of its insulin drugs, plus new “Fedspeak” on interest rates from Minneapolis Fed President Neel Kashkari. by Squawk on the Street

45 min listen

Another Hike, Congressional Stock Trading, & Clothing Labor in China 05/04/23: The Fed has hiked rates again. Chair Jerome Powell announced the quarter point increase and suggested a pause in the tightening cycle may be coming soon. CNBC’s Steve Liesman discusses the hike and the Fed’s response to the banking crisis. Representatives Mike Gallagher (R-WI) and Raja Krishnamoorthi (D-IL) discuss the letter from their House Select Committee on China to companies including Temu, Shein, and Nike. The two lawmakers have spearheaded a request for information from these companies amid concerns that products leaving China have come from forced Uighur labor. New York Times journalist Kate Kelly discusses the potential conflicts of interest between members of Congress and their stock portfolios. Plus, Paramount Global stock took a hit, and Google CEO Sundar Pichai’s payday has prompted grumblings within his company. In this episode: Kate Kelly @katekelly Steve Liesman, @steveliesman Joe Kernen, by Squawk Pod

29 min listen

BREAKDOWN: What Drove Bitcoin's Dip Under $60K by CoinDesk Podcast Network

16 min listen

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PPI and Fedspeak Slam Stocks, Exclusive With Cisco CEO, Bitcoin Rally vs. Munger 2/16/23

PPI and Fedspeak Slam Stocks, Exclusive With Cisco CEO, Bitcoin Rally vs. Munger 2/16/23

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