6-Week Win Streak, Deals in Focus, Top 2024 Airline Pick 12/11/23

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

Q4 Rally Day 2, Oil Surges Ahead of OPEC+, and Finding Value In This Market. 10/4/22: One day after stocks kicked off the fourth-quarter with a big rally, Carl Quintanilla, Jim Cramer and David Faber discussed the markets extending their surge while Treasury yields pull back -- and oil prices continue to spike on expectations OPEC and its allies will cut oil output at their meeting on Wednesday. What does it all mean for your money and buying opportunities? Also in focus: "Fedspeak" watch, Morgan Stanley analyst Adam Jonas' note on auto sales, Ford's sales report card, Cathie Wood's ARK snaps up Tesla shares, playing the chips, Micron pledges a $100 billion chip factory investment in upstate New York, Credit Suisse shares extend rebound, and Cramer's case for buying P&G by Squawk on the Street

43 min listen

Markets, the Consumer, the Fed Effect, Bed Bath Plunges and Snap Surges 8/31/22: On a busy final trading day of August, Carl Quintanilla, Jim Cramer and David Faber discussed the markets in the midst of a three-day losing streak -- as Fed officials double down on saying they'll do what it takes on the interest rate front to battle inflation. The anchors explored the impact of slowing consumer and corporate demand on the likes of HP Inc., Chewy, PVH and Seagate. Also in focus: Shares of Bed Bath & Beyond down double-digits after announcing a turnaround plan including new financing commitments, store closings and job cuts, Snap's restructuring announcement gives the stock a boost, Goldman Sachs lifting COVID-19 requirements in most of its offices, and the FDA authorizes Pfizer and Moderna's updated booster shots targeting the Omicron variant. by Squawk on the Street

46 min listen

Bulls Poised for Positive Week, The Debate Over Powell, Kroger's Earnings Boost, and Remembering Queen Elizabeth II 9/9/22: Carl Quintanilla, David Faber and Sara Eisen led off the show with a look at the broader markets on track to snap a three-week losing streak. Is now the time to buy? Two strategists join the discussion. The anchors also reacted to differing views about Fed Chair Jerome Powell from former Fed Vice Chair Richard Clarida and RH CEO Gary Friedman. Also, a report from on the ground in the UK one day after Queen Elizabeth's death: King Charles III and the Queen Consort visit Buckingham Palace and greet crowds as Britain begins ten days of mourning. Also in focus: Guggenheim's Scott Minerd told CNBC how low the S&P 500 has to go for him to become a buyer, T-Mobile's $14 billion share buyback program, and the morning’s earnings winners including Kroger and DocuSign. by Squawk on the Street

42 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

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

The Sell-off: Oracle and FedEx Aid Market Rebound, Bitcoin Extends Slump and Coinbase to Cut Jobs 06/14/22: Carl Quintanilla, Jim Cramer and David Faber discussed the markets looking to rebound after another day of massive selling: How investors should navigate the volatility amid inflation and recession fears, as Fed policymakers kick off their key two-day meeting. On the crypto front: Bitcoin slides to a fresh 18-month low and Coinbase announces plans to cut 18% of its workforce. The anchors also highlighted bright spots: Oracle shares surge after quarterly results beat the street -- and FedEx up sharply after hiking its quarterly dividend by 53% and adding new directors to its board. Also in focus: General Motors shares rebound back above their 2010 IPO price, Morgan Stanley's EV take on automakers and Continental Resources founder Harold Hamm offers to take the company private in a buyout. by Squawk on the Street

44 min listen

Inflation Report Fuels Stock rally, Disney's Price Hikes, $8.5B Luxury Retail Deal 8/10/23: Carl Quintanilla, Jim Cramer and David Faber focused on stocks rallying on new inflation data. The Consumer Price Index rose in July year-over-year for the first time in 13 months, but came in tamer than expected -- boosting bulls' hopes that the Fed will stand pat on rates in September. The anchors also engaged in a wide-ranging discussion about Disney. The stock rose after the company announced price hikes for its streaming services, overshadowing mixed quarterly results. Also in focus: Coach parent Tapestry agreed to acquire Capri Holdings -- the home of Versace and Michael Kors -- for $8.5 billion in cash, Alibaba and Wynn Resorts among the earnings winners, Novo Nordisk vs. Eli Lilly: The demand for diabetes and obesity drugs. Squawk on the Street Disclaimer by Squawk on the Street

44 min listen

CNBC Rings the Opening Bell, Big Banks Report, Boeing’s Big Boost 7/18/22: Carl Quintanilla, Jim Cramer and David Faber celebrated a special morning at the New York Stock Exchange as Jim and the “Mad Money” team rang the opening bell to celebrate the show’s permanent move to the NYSE. The anchors then shifted their focus to the market rally, getting a boost from Goldman Sachs and Bank of America, which reported before the bell. Another big mover to watch today was Boeing, as Delta Air Lines bought 100 planes from the company, its first major order with Boeing in more than a decade. Also in the mix: GSK spun off its $36 billion consumer health business Haleon, the largest listing in Europe in more than 10 years. by Squawk on the Street

43 min listen

FTX Files For Bankruptcy and Sam Bankman-Fried Resigns As CEO, Plus: The Markets After the Dow's 1,200-Point Rally 11/11/22: Carl Quintanilla, Jim Cramer and David Faber engaged in a wide-ranging discussion about breaking news involving FTX. The embattled crypto exchange announced it was filing for Chapter 11 bankruptcy -- and that its founder Sam Bankman-Fried had resigned as CEO. The anchors explored what it could mean for the crypto landscape, FTX's investors and its customers. Carl, Jim and David also discussed which stocks to focus on after Thursday's big rally, which saw the Nasdaq post a gain of more than 7% and the Dow surge by more than 1,200 points. by Squawk on the Street

55 min listen

Rallying Into the Fed Decision, Pfizer Slides On Guidance, Tesla Recalls 2 Million Vehicles 12/13/23: Carl Quintanilla, Jim Cramer and David Faber discussed stock markets in the midst of a four-day win streak andat their highest levels of the year, as investors await Wednesday's Fed decision. Pfizer shares tumble in reaction to 2024 guidance coming in below analysts' forecasts. The anchors explored the lackluster performance of the drugmaker's stock over the past 25 years -- and reacted to comments from Ken Langone: The billionaire told CNBC he believes Eli Lilly will become the first trillion-dollar pharma company. Also in focus: Tesla recalls more than two million vehicles due to autopilot software issues, Faber Report: U.S. Steel sale update. Squawk on the Street Disclaimer by Squawk on the Street

43 min listen

Markets Aim for a Rebound, Big Tech's $1T Value Drop, Peloton Plummets and Pfizer Strikes a $11.6B Deal. 5/10/22: Carl Quintanilla, Jim Cramer and David Faber explored the continuing market volatility: Stocks look to rebound one day after a sell-off which saw the S&P 500 close below 4,000 for the first time in more than a year. The anchors discussed the tech giants losing more than $1 trillion in value over the last three trading days, and whether now's the time to go bargain hunting for those names and high-flying growth stocks that have taken a hit this year. Also in focus: The "WFH stock blues" continue as Peloton shares fall to record lows on wider-than-expected losses, Biohaven soars more than 70% after agreeing to be acquired by Pfizer in an $11.6 billion deal, AMC CEO Adam Aron's eye-opening comments from the company's earnings call, and what billionaire investor David Tepper told CNBC about the Nasdaq. by Squawk on the Street

49 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

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

Cisco and Splunk CEOs on $28B Deal, Markets' Post-Fed Pain, Murdoch Steps Down 9/21/23: Carl Quintanilla, Jim Cramer and David Faber led off the show with Cisco agreeing to acquire Splunk for $28 billion or $157 per share in cash. Cisco CEO Chuck Robbins and Splunk CEO Gary Steele joined the program to discuss where AI and security fit into the deal. The anchors also discussed markets under pressure after the Fed stood pat on rates Wednesday -- but policymakers wouldn't rule out further hikes. Media also in the spotlight: Rupert Murdoch said he is stepping down as chairman of News Corp. and Fox Corp. Sources told David that Hollywood studios and the Writers Guild are near an agreement that would end the union's months-long strike. Also in focus: FedEx jumps on earnings and full-year profit guidance, plus a look at why shares of WWE and UFC parent TKO Group fell into "smackdown" mode. Squawk on the Street Disclaimer by Squawk on the Street

47 min listen

Markets & Earnings: Netflix Surges, P&G Beats, United Shares Take Flight, But Yields Also Rise. 10/19/22: After a two-day market rally, Carl Quintanilla, Jim Cramer and David Faber led off the show with Netflix shares surging on much bigger-than-expected subscriber growth. Is the worst over for the stock? The anchors also reacted to earnings beats from the likes of Procter & Gamble, Travelers and United Airlines -- the legacy carrier also raising guidance due to stronger travel demand. The anchors explored what investors should make of Wednesday’s market tug-of-war, with rising bond yields offsetting upbeat earnings news. Also in focus: Fed presidents on inflation and rate hikes, bracing for Tesla's after-the-bell earnings, what Third Point's Dan Loeb told David about Disney, Adobe jumps and Generac tumbles. 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

Markets After Worst Week of '23, Buffett Slams Buyback Critics, Activism Wins: Union Pacific CEO Out 2/27/23: Carl Quintanilla and Jim Cramer explored markets trying to rebound from the worst week for stocks so far this year. Are investors right to bet on more volatility? The anchors reacted to notes from top strategists: Morgan Stanley's Mike Wilson on what's "critical" for the S&P 500 -- and Goldman Sachs' David Kostin on the stocks that are hedge fund and mutual fund "favorites." Carl and Jim discussed Warren Buffett's letter to Berkshire Hathaway shareholders, including the what the "Oracle of Omaha" wrote about Berkshire's top holdings as well as critics of buybacks ("economic illiterate"). Also in focus: Union Pacific shares rally on news the railroad will replace its CEO in wake of hedge fund pressure, Pfizer reportedly in talks to acquire cancer drug maker Seagen, plus what to expect from a big week of retail earnings including results from Target and Lowe's. by Squawk on the Street

43 min listen

Markets Rally, Apple Beats, Jobs Jump and Regional Banks Rebound 5/5/23: Carl Quintanilla, Jim Cramer and David Faber explored what investors should make of Friday's market rally after four days of selling. Both Apple's earnings and the government's April jobs report beat expectations, easing concerns about the possibility of a recession. Regional banks were in rebound mode, recouping some of this week's steep losses that were sparked by renewed worries about the group. Also in focus: Warner Bros. Discovery's quarterly loss and streaming profit, Lyft tumbles, Icahn vs. Hindenburg, plus reaction to travel earnings from Expedia and Booking Holdings. Squawk on the Street Disclaimer by Squawk on the Street

43 min listen

Nvidia Rally Rolls On, Buffett's Message to Investors, Stocks’ Record Run: What’s Next? 2/26/24: Carl Quintanilla, Jim Cramer and David Faber led off the show by exploring the AI boom: Nvidia extends its rally after posting a blowout quarter and hitting a $2 trillion valuation on Friday. The anchors discussed what's on tap for the markets this week, as the Dow and S&P 500 aim to achieve fresh record highs. Also in focus: Warren Buffett's annual letter to Berkshire Hathaway shareholders along with the company's earnings and record cash hoard, Amazon enters the Dow, Walmart's 3-for-1 stock split goes into effect, Cramer held court at the CNBC Investing Club’s annual meeting on Saturday. by Squawk on the Street

42 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

Boeing Slumps on 737 MAX-9 Grounding, Apple's Rotten Start to 2024, Rebound Week for "Magnificent 7"? 01/08/24: Carl Quintanilla, Jim Cramer and David Faber discussed Boeing shares dragging the Dow lower, after the Federal Aviation Administration ordered a temporary grounding of 171 of the company's 737 MAX-9 jets. The FAA’s call for inspections came after a blowout on an Alaska Airlines flight. Both the carrier and Spirit AeroSystems saw their shares take a hit on news of the grounding. The "Magnificent 7" in the spotlight: Apple looks to rebound after a 6% drop in the first week of 2024, while Nvidia erases last week's losses. Also in focus: The end of a 9-week win streak for the major averages, what to expect from this week's bank earnings, Cramer previews his CEO interviews from the J.P. Morgan Healthcare Conference in San Francisco. Squawk on the Street Disclaimer by Squawk on the Street

43 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

Uncertainty, Volatility & The Continued Coronavirus Headwinds for Wall Street: Carl Quintanilla, Jim Cramer and David Faber breakdown the day’s stock sell-off, with all major indexes falling back in correction levels as investors digest the latest coronavirus headlines. Plus, virus fears hitting corporate outlook and strategy with Southwest Airlines, Apple, Kroger and Campbell Soup among the companies weighing in today. And HP rejects the takeover bid by Xerox, saying it ‘meaningfully undervalues HP & disproportionately benefits Xerox shareholders.’ by Squawk on the Street

52 min listen

Market Selloff Accelerates to Start the Week, Rivian Plunges as Lockup Expires, Uber CEO Memo on Company Plans 5/9/22: Carl Quintanilla & Jim Cramer discuss the market selloff intensifying to start the week. The S&P 500 tumbling to a new low for the year. Minneapolis Fed President Neel Kashkari’s commenting on inflation, saying he’s confident it will come back to the central bank’s 2% target, but not without some pain. David Faber breaking news that Ford is selling 8 million of its 102 million share stake in Rivian, according to his sources. Shares of the EV maker getting hammered on the news. The moves comes as the insider lockup period for selling the stock expires. Uber moving lower after CNBC obtained a staff email saying the company plans to slash spending on marketing, incentives and will be deliberate when adding workers. Uber CEO Dara Khosrowshahi saying, “After earnings, I spent several days meeting investors in New York and Boston… It’s clear that the market is experien by Squawk on the Street

43 min listen

Markets Rebound, Fed Tug-of-War, Cathie Wood's Recession View and Bitcoin Back Above $20K 9/27/22: The morning after the Dow slumped into bear market territory, Carl Quintanilla, Jim Cramer and David Faber discussed the markets looking to snap a five-session losing streak -- this as some Fed policymakers don't see eye-to-eye on how aggressively to hike rates. Cramer outlined what it would take for the bulls to feel comfortable in this environment. The anchors reacted to Ark Invest CEO Cathie Wood telling CNBC "We believe we are in recession." Also in focus: Bitcoin rises back above $20,000, the tech IPO drought, lots of electric vehicle news, Biogen's $900 million settlement and Hurricane Ian's impact on "big oil" production. by Squawk on the Street

43 min listen

Stocks Slide After Nasdaq 17K, Conoco-Marathon $17B Deal, Airline Stocks' Turbulence 5/29/24: Carl Quintanilla, Jim Cramer and David Faber discussed stock markets under pressure one day after the Nasdaq closed above 17,000 for the first time. Cramer explained why he's concerned about one particular group missing out on the tech sector rally. Energy M&A back in the spotlight: ConocoPhillips has agreed to buy Marathon Oil for more than $17 billion in stock. Also in focus: American Airlines takes a hit on lowered guidance and drags down shares of rival carriers, what to expect from Salesforce's quarterly results due out after Wednesday's close of trading, two retailers surge on earnings, a bank gets slapped with a "sell" rating. Squawk on the Street Disclaimer by Squawk on the Street

41 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

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

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

Discover this podcast and so much more

6-Week Win Streak, Deals in Focus, Top 2024 Airline Pick 12/11/23

6-Week Win Streak, Deals in Focus, Top 2024 Airline Pick 12/11/23

Description

Titles in the series (100)

More Episodes from Squawk on the Street

Related podcast episodes