Amazon Surges on Earnings, Ford Misses, Inflation Watch & the Fed 10/27/23

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

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

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

Bankman-Fried Extradited to U.S., Tepper's "Leaning Short,” Micron’s Miss Pressures Chip Sector 12/22/22: Carl Quintanilla, Jim Cramer and David Faber reacted to Sam Bankman-Fried's return to U.S. soil after being extradited from the Bahamas. The founder of FTX set to be arraigned in federal court as he faces criminal fraud charges related to the collapse of his crypto exchange. The anchors also discussed comments from billionaire investor David Tepper after he told CNBC he is "leaning short" on equities. Also in focus: Micron dragging semiconductor stocks lower after quarterly results missed expectations and the company announced job cut plans, Q3 GDP revised higher, the NFL and YouTube strike a "Sunday Ticket" deal, Carmax tumbles, AMC plunges after announcing a capital raise, plus Tesla's stock slump: A buying opportunity? by Squawk on the Street

43 min listen

Fed Decision Day, AMD Jumps Despite a Miss, Paramount "Minus" and Amazon Out of the $1T Club 11/2/22: Jim Cramer and David Faber led off the show with the markets anticipating another 75 basis point rate hike by the Fed Wednesday afternoon. Is it time for policymakers to moderate tightening? The anchors explored rotation out of big tech one day after Amazon closed below a $1 trillion market cap for the first time since 2020. AMD shares jumped despite weaker guidance and quarterly earnings below lowered analyst estimates. Hear what CEO Lisa Su said on AMD's earnings call. Also in focus: Earnings winners and losers, Paramount Global tumbling on a Q3 miss, the companies whose profits are being impacted by electricity costs, ADP jobs data exceed expectations, the "China effect" on Estee Lauder, and CVS, Walgreens and Walmart agree to a multi-billion dollar settlement of opioid lawsuits. 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

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

Jobs Report Reaction, A Holiday Lulu, Amazon CEO on Dangers of AI, Honeywell CEO Exclusive 12/8/23: Carl Quintanilla, Jim Cramer and David Faber discussed what investors should make of the better-than-expected November jobs report ahead of next week's Fed meeting -- and as the stock markets aim for a six-week win streak. Retail and the consumer also in the spotlight: Lululemon posted a Q3 revenue beat but holiday quarter guidance came in soft. Also in focus: What Amazon CEO Andy Jassy told Cramer about the dangers of AI, Honeywell CEO Vimal Kapur joined the program to discuss his company's $5 billion acquisition of Carrier's security business, anchors react to Paramount's rally, mortgage rates hit a four-month low. Squawk on the Street Disclaimer by Squawk on the Street

44 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

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

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

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

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

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

Ford vs. GE, The LAG Trade & Sports Entertainment Acquisition CO. CFO: The Dow jumped 251 points today and Jim Cramer is kicking off the week by digging into today's action. Then, it's a tale of two industrials, Ford and General Electric, and Cramer's taking a closer look at the two beaten down stocks to see where they might be headed. Next, Cramer's giving you a read on retail as he breaks down L Brands, American Eagle and The Gap - also known as the LAG Trade. Plus, Cramer's exclusive with Sports Entertainment Co.'s CFO Eric Grubman. by Mad Money w/ Jim Cramer

44 min listen

Stocks' Record Run Without Apple, FedEx Surges, Nike and Lulu Slump, Trump SPAC Watch 3/22/24: Jim Cramer and David Faber explored the record run for stocks despite this year's slump in Apple shares -- including Thursday's 4% drop on news of the Justice Department-led antitrust lawsuit against the iPhone maker. Earnings also in the spotlight: FedEx shares surge while Nike and Lululemon take a hit on guidance that disappointed Wall Street. Also in focus: Day two for Reddit after shares jumped 48% in its public debut, the latest news impacting Tesla shares, the Trump SPAC merger vote, Cramer's deep dive into Boeing's stock slide. Squawk on the Street Disclaimer by Squawk on the Street

43 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 on "Delivering Alpha" Day, Bank of England's Intervention, Apple Slumps and Biogen Soars 9/28/22: With CNBC's "Delivering Alpha" investor summit underway, Carl Quintanilla, Jim Cramer and David Faber discussed volatility in stocks and bonds -- one day after the Dow and S&P 500 hit intraday lows not seen since November 2020. The Bank of England announced it would temporarily buy bonds to calm markets roiled by reaction to the UK government's tax-cutting plans. Apple shares fell on a published report stating the company is backing off plans to boost production of the iPhone 14. Hear what Cramer had to say about the market reaction. Also in focus: Biogen shares soar on trial results involving its Alzheimer's drug, Ford vs. GM, Musk-Twitter update, and what JPMorgan Chase's Asset and Wealth Management CEO told the "Delivering Alpha" conference about "finding alpha" in this market environment. by Squawk on the Street

43 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

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

Jobs Jump in May, Musk's "Super Bad Feeling," the Stock That Doubled on the Bristol Myers Deal and Apple as FAANG's "Weak Link." 6/3/22: Jim Cramer and David Faber discussed market reaction to the better-than-expected May Jobs Report, which showed non-farm payrolls up 390,000. Cramer explained why he thinks people are more worried than they should be and are underestimating Fed Chair Jerome Powell. The anchors also reacted to a report which says Elon Musk wants to cut 10% of jobs at Tesla and that he has a "super bad feeling" about the economy. Also in focus: Bristol Myers Squibb strikes a $4.1 billion deal to acquire a biotech firm whose shares more than doubled on news of the transaction, why Jim says Apple is the "weak link" in FAANG, and Twitter says the antitrust waiting period for Musk's takeover bid has expired. by Squawk on the Street

43 min listen

Amazon Rejoins 4-Comma Club, IBM Shake-up & Virus Fears Weigh on Stocks: Carl Quintanilla, David Faber & Jim Cramer discuss Amazon’s big quarter, shares rallying after delivering a strong earnings beat, rejoining the $1T market cap club. Plus, executive shake-up at IBM, CEO Ginni Rometty set to step down in April after 8 years at the help. And coronavirus fears continuing to weigh on stocks as Goldman Sachs warns of economic headwinds from the outbreak. 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

FAA System Outage Disrupts Airlines, Markets Brace for CPI, "Growth Purgatory" for Salesforce? 1/11/23: Carl Quintanilla, Jim Cramer and David Faber focused on the airlines after the Federal Aviation Administration grounded flights nationwide due to a system outage. The FAA eventually allowed flights to resume but airlines experienced thousands of delays and hundreds of cancellations. The anchors also discussed inflation and the markets ahead of Thursday's CPI data -- and reacted to eye-opening takes on the market from Morgan Stanley CIO Mike Wilson and DoubleLine CEO Jeffrey Gundlach. Also in focus: Bernstein downgrades Salesforce and sees "growth purgatory" for the company, FTX founder Sam Bankman-Fried's comments to Puck News, Tesla files to expand its Texas Gigafactory, "Faber Report": Will WWE Sell? 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

GM CEO, Palo Alto Networks CEO & Xponential Fitness CEO 11/17/22: The major averages slipped for a second straight day and Jim Cramer is examining what's behind the market's relative strength in light of Fed hawkishness and the FTX fallout. Then, is GM’s electric vehicle business on the road to success? Cramer sits down with CEO Mary Barra for the company’s investor event at the NYSE. Next, Cramer's after-earnings exclusive with Palo Alto Networks CEO Nikesh Arora to break down the numbers. Plus, Cramer checks in with Anthony Geisler, founder and CEO of Xponential Fitness. by Mad Money w/ Jim Cramer

45 min listen

Jobs Report Surprise, Plus Reaction to Apple, Amazon and Alphabet Earnings 2/3/23: Carl Quintanilla, Jim Cramer and David Faber led off the show with news that surprised Wall Street: The January employment report shows the economy added 517,000 non-farm jobs, blowing well past economists' forecasts. The unemployment rate fell to 3.4%. What does it all mean for the markets and the Fed? The anchors engaged in a wide-ranging discussion about market reaction to quarterly results from Apple, Amazon and Google parent Alphabet. Should you buy into mega-tech? Also in focus: What Ford CEO Jim Farley told CNBC about his company's earnings miss, Nordstrom soars on a report that activist investor Ryan Cohen has taken a stake in the company, plus highlights from Jim's "Back to School Tour." by Squawk on the Street

45 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

Hiring Cools in October, Stocks Extend Rally, Apple Falls Despite Q4 Beat 11/3/23: Carl Quintanilla, Jim Cramer and David Faber led off the show with market reaction to the October jobs report.Major indices extended their week-long rally and bond yields fell on news that non-farm payrolls came in smaller than expected -- up 150,000 -- while the unemployment rate ticked higher to 3.9%. The anchors also discussed Apple shares under pressure despite a Q4 earnings beat, as revenues fell for a fourth straight quarter. Also in focus: Sam Bankman-Fried found guilty on all counts in the FTX fraud trial, Acting Labor Secretary Julie Su on the jobs report and recent labor strikes,Paramount among the earnings winners, U.S. Steel as a takeover target, what Cramer told Apple CEO Tim Cook about "The Morning Show." Squawk on the Street Disclaimer by Squawk on the Street

43 min listen

GM CEO, Pfizer CEO & Crowning New Dividend Aristocrats 1/31/23: All three averages closed higher, reversing off yesterday's losses, and Jim Cramer is digging deeper into the turnaround. First, GM CEO Mary Barra stops by fresh off earnings to talk to Cramer about the quarter, the company's presence in the EV market and more. Then, Pfizer reported record 2022 revenue, but how might the winding down of the pandemic impact the company? Cramer's got CEO Albert Bourla to find out more about 4Q earnings and lower-than-expected guidance. Plus, Cramer crowns some new dividend aristocrats for investors to consider. by Mad Money w/ Jim Cramer

45 min listen

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Amazon Surges on Earnings, Ford Misses, Inflation Watch & the Fed 10/27/23

Amazon Surges on Earnings, Ford Misses, Inflation Watch & the Fed 10/27/23

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