Markets and the Holiday Frenzy, China Galore, 2 Months of Falling Gas Prices 11/28/23

Waiting for the Fed, Instacart's IPO Day and $9.9B Valuation, Disney's Double 9/19/23: Interest rates in the spotlight: Carl Quintanilla, Jim Cramer and David Faber discussed stocks under pressure as the Fed kicks off its two-day policy meeting. The anchors also explored the state of the IPO market: Instacart heads into its Wall Street debut with a valuation of about $10 billion, while Arm shares fell for a third straight day after surging in its return to the public markets last week. Also in focus: Disney doubles investment in its parks business and ABC to air additional "Monday Night Football" games because of the Hollywood strikes, what Oracle CEO Safra Catz told Cramer about AI, UAW's message to Detroit’s Big 3 as its strike against Ford, GM and Stellantis enters day five. Squawk on the Street Disclaimer by Squawk on the Street

44 min listen

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

44 min listen

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

44 min listen

Detour After Markets’ 5-Week Win Streak, Bitcoin Hits 20-Month High, Gold's Record Run 12/4/23: After five consecutive weeks of gains for the major indices, Carl Quintanilla and Jim Cramer discussed stocks moving lower, gold hitting a record intraday high and bitcoin surging past $42,000 for the first time in 20 months. Jim explained why he finds it "worrisome to see gold so high and to see bitcoin so high." Also in focus: Alaska Airlines agrees to acquire Hawaiian Airlines and pays a huge premium, Ford U.S. auto sales fall in November despite strong demand for EVs, Uber shares pop on S&P 500 inclusion, Spotify surges on layoffs, a not so "Marvel"-ous development for Disney. Squawk on the Street Disclaimer by Squawk on the Street

43 min listen

Retail Sales Surge, China's Surprise Rate Cut, Fitch Warns On Banks 8/15/23: Carl Quintanilla, David Faber and Jim Cramer discussed stocks under pressure after China's central bank announced a surprise rate cut, in wake of disappointing economic data in that country. Jim explained why investors should focus on the "good ole USA" instead of China's economy. Fed rate fears also weighed on the markets after government retail sales data for July beat expectations. Home Depot's quarterly results also exceeded consensus estimates. Also in focus: Fitch told CNBC it may be forced to downgrade banks, Warren Buffett's Berkshire Hathaway bets on homebuilders, the Nvidia rally, a provocative Financial Times headline about Cramer. Squawk on the Street Disclaimer by Squawk on the Street

43 min listen

Amazon and Andy Jassy In Focus, $3T Apple, Cities of Success: Nashville 12/6/23: A wide-ranging show with Jim Cramer, David Faber and Carl Quintanilla: At Amazon headquarters, Cramer previewed his exclusive Wednesday night"Mad Money" interview with the company's CEO Andy Jassy. Jim and David discussed "Magnificent 7" stocks recently underperforming the S&P 500, while Apple returns to a $3 trillion valuation. In Nashville, Carl offered a sneak peek into the CNBC special "Cities of Success" which will premiere Wednesday night in primetime. Also in focus: Exxon Mobil and McDonald's offering game plans for growth, Starbucks' daily losing streak hits twelve, Taylor Swift named Time's Person of the Year for 2023. Squawk on the Street Disclaimer by Squawk on the Street

44 min listen

November Market Kick-off, J&J's $16.6B deal, Chinese Stocks Rally and Biden Blasts Big Oil "War Profiteering" 11/1/22: Carl Quintanilla, Jim Cramer and David Faber explored what investors can expect from the markets in November after a bullish October, which included the Dow's best month since January 1976. M&A also in the spotlight: Shares of Abiomed soaring after Johnson and Johnson agreed to acquire the cardio technology company in a deal valued at $16.6 billion. The anchors also discussed Chinese stocks in rally mode. Unverified posts on social media said policymakers in China are looking to relax stringent COVID rules. Also in focus: Day one of the Fed's policy meeting, President Biden accuses big oil companies of "war profiteering" and backs the idea of slapping them with a windfall tax, plus market reaction to earnings from the likes of Pfizer, Eli Lilly and Uber. by Squawk on the Street

43 min listen

Tech’s Tough Week, Reaction to Apple's Two-Day Slump, Goldman Sachs CEO Exclusive 9/8/23: Carl Quintanilla and Jim Cramer wrapped up a holiday-shortened week with a look ahead for themarkets, especially in the tech sector. The Nasdaq entered Friday’s session in the midst of a four-day losing streak. The anchors reacted to Wall Street analyst notes about Apple shares falling 6% over two days -- in wake of headlines surroundingChina and the iPhone. Also in focus: David Faber's exclusive interview with Goldman Sachs CEO David Solomon, the United Auto Workers called General Motors 10% wagehike offer "insulting" ahead of next week's strike deadline, used car price inflation data, the Disney-Chartercable fee standoff, the Lions-Chiefs NFL season opener. Squawk on the Street Disclaimer by Squawk on the Street

44 min listen

Inflation Day 2 After the Sell-off, Amazon CEO Jassy's Message, "Cities of Success" 4/11/24: One day after a hotter-than-expected consumer inflation report sparked a sell-off on Wall Street, Jim Cramer and David Faber discussed market reaction to the March Producer Price Index. The wholesale inflation gauge came in a bit tamer than economists’ forecasts. The anchors reacted to what Amazon CEO Andy Jassy told CNBC about the consumer, regulation and his annual letter to shareholders. In Colorado, Carl Quintanilla provided a sneak peek into "Cities of Success: Denver and Boulder," which premieres Thursday night at 10pm ET on CNBC. Also in focus: Nvidia bucks the sell-off, Apple as the only FAANG stock in the red this year, gearing up for Friday's bank earnings, "Faber Report" on a potential Paramount deal, DJT slumps again, the CEOs who attended the White House state dinner for Japan's prime minister. Squawk on the Street Disclaimer by Squawk on the Street

43 min listen

Market Momentum, Apple's Apology, EV Watch 5/10/24: Carl Quintanilla, Jim Cramer and David Faber explored what to make of the markets' upward momentum: The Dow aiming for an eight-session win streak and the S&P 500 trading at five-week highs. The anchors highlighted some high-flying stocks worthy of your attention. They also reacted to Apple apologizing for its controversial new iPad ad. On the EV front: China's Zeekr priced its IPO at the top of the range ahead of its NYSE debut, while new data show Tesla losing Chinese market share. Also in focus: President Biden and China tariffs, Warner Bros. Discovery and the battle over NBA rights. Squawk on the Street Disclaimer by Squawk on the Street

42 min listen

Markets Extend Rally, U.S. vs. China on Chips, Loeb's ESPN Spin-off U-Turn, and Bitcoin 22K 9/12/22: Carl Quintanilla, Jim Cramer and David Faber discussed the markets aiming for a fourth straight day of gains ahead of key inflation data due out Tuesday. Cramer explained what he finds "most interesting" about this market moment. Jim is in Seattle and previewed Monday night's "Mad Money" interviews with the CEOs of Amazon Web Services and Expedia. Also in focus: President Biden reportedly ramping up curbs on U.S. chip exports to China, billionaire investor Dan Loeb signals that he is no longer calling on Disney to spin off ESPN, Twitter calls Elon Musk's latest push to terminate their $44 billion deal "invalid," the potential railroad workers' strike, and bitcoin jumps back above 22,000. by Squawk on the Street

43 min listen

Win Streak on Wall Street, Adobe Rides the AI Rally, Cava's Double Delight 6/16/23: Heading into the long holiday weekend, Jim Cramer and David Faber explored what to make of the stock markets' upward momentum. The S&P 500 and Nasdaq each in the midst of a six-day win streak and on track for their best week since March. Adobe among Friday's gainers after it posted a quarterly beat and raised guidance, highlighting cloud demand and a focus on AI. The anchors also discussed Cava's strong public debut: The Mediterranean fast-casual chain nearly doubling its IPO price at the close of trading on Thursday. How much of a boost could this give the IPO market? Also in focus: Disney's Christine McCarthy to step down as CFO, Humana warns, Fed Governor Christopher Waller weighs in on bank failures and monetary policy. Squawk on the Street Disclaimer by Squawk on the Street

45 min listen

Target Surges, Disney and Activism, Markets Extend Post-CPI Rally 11/15/23: Carl Quintanilla, Jim Cramer and David Faber kicked off the show with Wednesday's biggest gainer on the S&P 500:Shares of Target surged as a Q3 earnings beat and holiday quarter guidance overshadowed a sales decline. David reported that according to sources, activist investor ValueAct has taken a stake in Disney. The anchors also discussed the big post-CPI rally extending its gains, as the Producer Price Indexfell in October from the previous month. Also in focus: Biden-Xi meeting day, “Magnificent 7” moves, October retail sales decline, TJX among the earnings winners, a setback for the UAW-GM labor agreement. Squawk on the Street Disclaimer by Squawk on the Street

44 min listen

Markets Seek a "Green Week," Broadcom-VMWare Talks, Starbucks to Exit Russia, and How Low Can Tesla Shares Go? 5/23/22: Carl Quintanilla, David Faber and Mike Santoli discussed the markets looking to start the week on a positive note after the S&P 500 extended its weekly losing streak to seven on Friday. The anchors explored which sectors could help turn the tide. They also reacted to President Biden's comments on the economy: He said a recession in the U.S. is not inevitable. On the M&A front: sources say chipmaker Broadcom is in advanced talks to acquire VMWare, whose shares surged on that news. Also in focus: Starbucks decides to exit its Russia business, What Jamie Dimon said at JPMorgan Chase's "Investor Day", and Tesla shares down 40% since Elon Musk disclosed his stake in Twitter last month. Is Tesla a buying opportunity? by Squawk on the Street

45 min listen

New Record Highs, Nvidia Joins the $2T Club, Slide and a Miss for Warner Bros. Discovery 2/23/24: The morning after the best day for stocks in more than a year, Carl Quintanilla and Jim Cramer discussed what to make of the markets' upward momentum: The Dow and S&P 500 jumping to new all-time intraday highs and Nvidia hitting a $2 trillion valuation for the first time -- overshadowing Fed officials continuing to stress holding off on rate cuts for now. The anchors reacted to Warner Bros. Discovery shares falling on a Q4 miss despite posting a streaming profit for 2023. Also in focus: Square parent Block and Carvana soar, upgrades and downgrades, White House sanctions against Russia, Reddit files to go public, Jim previews the CNBC Investing Club's Annual Meeting which takes place on Saturday. Squawk on the Street Disclaimer by Squawk on the Street

42 min listen

SQUAWK BOX, THURSDAY 7TH DECEMBER, 2023 by Squawk Box Europe Express

27 min listen

Trade Optimism & the Stock Rally, Retail’s Big Week & Ford vs. Tesla: Carl Quintanilla, David Faber & Jim Cramer discuss the record rally for Wall Street and whether investors have a reason to be optimistic about China trade talks. Plus, the big week for retail: Best Buy, Dollar Tree, Dick’s Sporting Goods, Abercrombie & Fitch all reporting quarterly results. Hear why Jim thinks ‘Target has the mojo & Macy’s is missing the mojo-per-share’? And Ford challenging Tesla to an ‘apples to apples’ tug-of-war between pickup trucks, Elon Musk says ‘bring it on’. by Squawk on the Street

43 min listen

SQUAWK BOX, FRIDAY 9TH DECEMBER, 2022 by Squawk Box Europe Express

30 min listen

BofA and Goldman Sachs Beat, Retail Sales Surge, Chips Slump, Starboard's Jeff Smith on News Corp. 10/17/23: David Faber, Sara Eisen and Mike Santoli explored what to make of Q3 earnings beats from Bank of America and Goldman Sachs. The anchors discussed stocks falling and yields rising after September retail sales data more than doubled expectations. Nvidia and other semiconductor stocks also under pressure, after the Biden Administration announced it is tightening curbs on AI chip exports to China. At the 13D Monitor Active-Passive Investor Summit, David interviewed Starboard Value CEO Jeff Smith about the hedge fund's call for News Corp to unlock shareholder value via spinoffs. Also in focus: President Biden set to visit Israel amid its war with Hamas. by Squawk on the Street

44 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

Inflation Data Fuels Big Rally for Stocks and Elon Musk Sells More Tesla Shares 8/10/22: Jim Cramer and David Faber focused on the stocks leading Wednesday's big stock market rally, sparked by cooler-than-expected inflation data. The Consumer Price Index for July easing from a four-decade high, fueling investor hopes that the Fed might take a 75 basis point rate hike off the table in September. The anchors reacted to Elon Musk's decision to sell nearly $7 billion worth of Tesla shares amid his legal battle to exit his $44 billion deal to buy Twitter. Also in focus: What to make of this year's meltdown in media stocks ahead of Disney's after-the-bell earnings, Softbank reducing its stake in Alibaba, and Coinbase's billion-dollar loss. by Squawk on the Street

44 min listen

Markets' Record Run, Apple Vision Pro Pre-Orders Surge, Morgan Stanley's Jonas Cuts Tesla PT. 01/22/24: Carl Quintanilla, Jim Cramer and David Faber kicked off a new week by focusing on the record run for stocks, as the Dow and S&P 500 hit fresh all-time intraday highs on Monday. The "Magnificent 7" in the spotlight: A widely-followed Apple analyst estimates that pre-orders for the Vision Pro headset significantly exceeded forecasts, Morgan Stanley auto analyst Adam Jonas lowers his price target on Tesla, Meta returns to the "Trillion-Dollar Club" and Nvidia CEO Jensen Huang visits China for the first time in years. Also in focus: ADM tumbles and puts its CFO on leave amid accounting probe, Macy's rejects a $5.8 billion takeover bid, FAA recommends inspections for a second Boeing 737 model, the top ten performing stocks in Cramer's charitable trust since the S&P 500's last high in December 2021. Squawk on the Street Disclaimer by Squawk on the Street

43 min listen

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

45 min listen

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

42 min listen

Markets Rally on Inflation Data, Oracle CEO Exclusive, Big Win for Microsoft-Activision 7/12/23: Carl Quintanilla and Jim Cramer discussed the cooler-than-expected June CPI inflation data that resulted in fresh 52-week highs for both the S&P 500 and Nasdaq. Are the markets overbought? In an exclusive, Jim interviewed Oracle CEO Safra Catz on the floor of the NYSE after her company rang the opening bell. Also in focus: Microsoft and Activision after a federal judge rejected the FTC and gave the companies’ merger deal a green light, Domino’s shares surge on the company’s partnership with Uber, playing the “Magnificent 7” stocks, Jamie Dimon on Fed tightening, a look ahead to David Faber’s exclusive interview with Disney CEO Bog Iger from Sun Valley, Idaho on Thursday. Squawk on the Street Disclaimer by Squawk on the Street

44 min listen

Powell Heads to the Hill, FedEx Falls on Guidance, Cramer's Ride at Ford 6/21/23: Carl Quintanilla, Jim Cramer and David Faber discussed what to expect from Fed Chair Jerome Powell's testimony on the economy before the House Financial Services Committee. FedEx also in the spotlight after posting quarterly results and issuing guidance that weighed on the stock. The anchors engaged in conversation about Jim's visit to Ford -- including highlights from his "Mad Money" interview with CEO Jim Farley, plus Cramer's speedy ride in a Mustang on Ford's test track. Also in focus: Wall Street calls on Disney, CNBC's new "Magnificent 7" index tracking the mega cap tech rally, Softbank's Masayoshi Son on the future of AI. Squawk on the Street Disclaimer by Squawk on the Street

44 min listen

China Unrest Pressures Stocks, Black Friday Bonanza and Town Hall Time for Disney CEO Iger. 11/28/22: Carl Quintanilla and Jim Cramer kicked off the week by focusing on global markets under pressure, as protests in China over that country's "zero-COVID" policy spark concerns about growth and demand in the world's second largest economy. Coverage includes a report from on the ground in Beijing. The anchors also discussed the latest holiday shopping report cards, including data from Adobe which show Black Friday online sales set a new record. Disney also in the spotlight ahead of CEO Bob Iger's Monday town hall meeting with employees. Also in focus: Upgrades for Activision, WTI crude falls into negative territory for the year and casino stocks get a Macau boost. by Squawk on the Street

43 min listen

Market Sell-Off, Rhode Island Governor, Updates On IPOs and SPACs: The Dow fell 700+ points today and Jim Cramer is helping you navigate today's market sell-off. Then, as America reopens, Jim Cramer is getting a read on local business with Rhode Island Governor Gina Raimondo. Next, could Albertson's most recent public offering be a red flag for IPOs? Cramer is checking in on where the market's at in its annual IPO cycle. Plus, get an update on recent SPACs as Cramer circles back to names like Nikola and DraftKings as they continue to rally and on new SPACs that might be worth noticing. by Mad Money w/ Jim Cramer

47 min listen

Markets After Tech's Rough Week, Big Earnings Calendar, Tesla Price Cuts 4/22/24: Carl Quintanilla, Jim Cramer and David Faber discussed stocks trying to rebound after six straight days of losses for both the S&P 500 and Nasdaq. The "Magnificent 7" lost nearly $1 trillion in market cap last week. Cramer explained why investors should pay close attention to moves in the bond market. Also in focus: Big tech on this week's busy earnings calendar, Tesla car price cuts put further pressure on the stock, Verizon earnings, the House-passed bill that could ban TikTok in the U.S., no Salesforce-Informatica deal, Paramount M&A update, Ken Griffin's Citadel reportedly blasts Trump Media's CEO as a "loser." Squawk on the Street Disclaimer by Squawk on the Street

42 min listen

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Markets and the Holiday Frenzy, China Galore, 2 Months of Falling Gas Prices 11/28/23

Markets and the Holiday Frenzy, China Galore, 2 Months of Falling Gas Prices 11/28/23

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