Fed's Williams: Rate Cuts Not a Topic of Discussion, "Special" Costco, Home Depot's 1,000,000% Return 12/15/23

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

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

Rate Fears and Fedspeak, An Exclusive With John Malone and FTX's New CEO Slams "Complete Failure." 11/17/22: Carl Quintanilla, Jim Cramer and David Faber discussed the markets falling on rate hike and growth concerns.St. Louis Fed President James Bullard said a 5% to 7% Fed funds rate might be necessary to combat inflation. David was at Liberty Media Investor Day. In his exclusive interview with company chairman and legendary cable mogul John Malone, they discussed everything from the future for Warner Bros. Discovery to streaming and sports media rights. Also in focus: New FTX CEO John Ray blasts the collapsed crypto exchange's "complete failure of corporate controls" in a bankruptcy court filing, J.P Morgan predicts a mild U.S. recession in 2023, earnings from the likes of Nvidia, Cisco, Alibaba and Macy's, plus David's interview Liberty Media CEO Greg Maffei. by Squawk on the Street

43 min listen

SQUAWK BOX, WEDNESDAY 5TH APRIL, 2023 by Squawk Box Europe Express

34 min listen

Volatility After the Fed-Fueled Sell-off, the 2-Year Yield Beyond 4%, All Things Meta, and Robinhood Rallies 9/22/22: The morning after the Fed's latest 75 basis point rate hike, Carl Quintanilla, Jim Cramer and David Faber discussed stocks struggling to rebound from Wednesday's sell-off -- especially with the 2-year yield surging above 4%. Cramer weighs in on what Fed Chair Jerome Powell's goal to "really crush inflation" could mean for your money. The anchors reacted to what "Bond King" Jeffrey Gundlach told CNBC about the odds of a recession in 2023. Also in focus: Mixed results for homebuilders, the future for Meta and the Metaverse, Robinhood shares jump on a report regarding the SEC, JPMorgan Chase CEO Jamie Dimon calls crypto a "decentralized Ponzi scheme", Salesforce Co-CEO Bret Taylor's comments on profitability, Elon Musk vs. Twitter and Taylor's role as company chairman, and food stocks as bright spots. by Squawk on the Street

43 min listen

Salesforce Slumps, Macy's and the Retail Rout, House Passes Debt Ceiling Bill 6/1/23: Carl Quintanilla Jim Cramer and David Faber led off the show with big tech and Salesforce: Shares of the Dow component fell despite a quarterly beat, raised guidance and a focus on AI. Worries about consumer demand in the spotlight: Macy's slashes its full-year guidance and Dollar General posts a quarterly miss along with a lowered outlook. Also in focus: Target enters June with a nine-session losing streak, the House passes the bipartisan debt ceiling bill, two Fed officials make the case for skipping a rate hike this month, playing the cloud stocks, billionaire Bill Ackman urges Jamie Dimon to run for president. Squawk on the Street Disclaimer by Squawk on the Street

44 min listen

1049. JP Morgan Wants Less Bank Regulations | Bitcoin Weekend Outlook: Jamie Dimon, possibly the world's most influential banker, has proposed that the banking system needs to calm down and not propose too many cumbersome regulations. Based on what he wrote in his annual letter to shareholders its likely he and his bank,... by Tech Path Crypto Investing

34 min listen

SQUAWK BOX, WEDNESDAY 16TH SEPTEMBER, 2020 by Squawk Box Europe Express

26 min listen

Markets Slump As Target Shares Get Crushed On An Earnings Miss: The Inflation Factor and Beyond 05/18/22: Carl Quintanilla and Jim Cramer took an in-depth look at the big story of the morning which helped to spark a market sell-off: Target shares plunged on a quarterly earnings miss, hurt by inflation and supply chain issues. The anchors reacted to what Target CEO Brian Cornell told CNBC -- that he should be held accountable for not properly forecasting rising transportation and freight costs. Jim compared Target's results to those of Walmart, Home Depot, Lowe's and TJX. Also in focus: Why Target's results are weighing on markets one day after stocks rallied despite Walmart's miss, earnings bright spots, Fed Chair Powell not ruling out more aggressive moves to combat inflation, JPMorgan Chase shareholders reject CEO Jamie Dimon's massive retention bonus, plus Cramer on the Elon Musk-Twitter saga. by Squawk on the Street

45 min listen

Yellen's Backstop Message, First Republic Shares Jump, Nvidia and the AI Arms Race 03/21/23: Jim Cramer and David Faber focused on the latest developments surrounding the turmoil in the banking sector: In prepared remarks for a speech to the American Bankers Association, Treasury Secretary Janet Yellen said that the government could backstop more deposits if necessary to stop potential contagion. First Republic led regional bank shares higher on news that JPMorgan Chase is advising the company on strategic alternatives including a capital raise. Also in focus: The Fed kicks off its two-day policy meeting, a preview of Nvidia CEO Jensen Huang's keynote speech on AI to the company's developer conference, what the CEO of TikTok said ahead of his Capitol Hill testimony on Thursday, Amazon layoffs, Moody's ups Tesla’s debt from junk status. by Squawk on the Street

43 min listen

DC’s Debt Drama, Ford’s EV Push, Chip Challenges 5/22/23: David Faber and Jim Cramer began the hour by breaking down the markets, with the S&P and Nasdaq coming off their best weeks since late March. Investors are also looking at Washington D.C. as President Biden and Speaker McCarthy gear up to resume debt ceiling talks. Over the weekend, Treasury Secretary Janet Yellen warned that early June is a “hard deadline” for the federal government to raise the debt ceiling. The anchors then shifted gears to Ford, holding an investor day and outlining an updated plan for growing earnings over the next several years. In particular, the company focused on its EV’s by announcing that it is targeting to produce 2 million EVs per year by 2026. For Cramer’s ‘Mad Dash’ he focused on Micron shares under pressure after China called the chipmaker a “major security risk.” Squawk on the Street Disclaimer by Squawk on the Street

44 min listen

Big Tech Layoffs: Microsoft to Eliminate 10,000 Jobs 1/18/23: Carl Quintanilla, Jim Cramer and David Faber engaged in a wide-ranging discussion about the big story of the morning: Microsoft confirmed it plans to cut about 10,000 jobs or 5% of its workforce, joining the ranks of tech giants implementing layoffs. The company also said it is taking a $1.2 billion charge in fiscal Q2 related to severance costs and other changes. Also in focus: Wholesale inflation eases but retail sales fall in December, Nasdaq aims for an eight-session win streak, Goldman Sachs CEO David Solomon's comments to CNBC about a potential "soft landing," United jumps on earnings and guidance, Microsoft and Activision one year after their $69 billion deal was announced. by Squawk on the Street

46 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

Walmart Slides Despite Q3 Beat, The Cisco Skid, Biden-Xi Summit Takeaways 11/16/23: Carl Quintanilla, Jim Cramer and David Faber led off the show with retail earnings and the consumer: Walmart shares fell after the company raised full-year guidance that ended up short of analyst consensus, overshadowing a Q3 beat. The anchors explored the similarities and differences between Walmart and Target – and what they mean for investors. Carl, Jim and David also reacted to Cisco shares tumbling after the Dow component cut its full-year revenue outlook. Also in focus: The summit meeting between Presidents Biden and Xi, the Chinese president's message to American CEOs, earnings winners and losers including Palo Alto Networks, Alibaba and Macy's, Morgan Stanley CEO James Gorman on inflation. Squawk on the Street Disclaimer by Squawk on the Street

44 min listen

Hotter-Than-Expected PPI, the FTC vs. Microsoft-Activision, An Exclusive With Lululemon's CEO 12/9/22: Carl Quintanilla, Jim Cramer and David Faber led off the show with market reaction to new wholesale inflation data: The Producer Price Index for November came in hotter than expected, ahead of next week's Fed decision on interest rates. David highlighted three items on investors' radar as the Federal Trade Commission seeks to block Microsoft's planned acquisition of Activision Blizzard. Lululemon CEO Calvin McDonald joined the program to discuss his company's Q3 earnings beat, the holiday quarter guidance pressuring the stock and managing pricing power in an inflationary environment. Also in focus: Costco misses, the message from RH's CEO, Broadcom shares jump, Salesforce Chairman and Co-CEO Marc Benioff defends the company's stock and FTX founder Sam Bankman-Fried said he'll testify before Congress next week. by Squawk on the Street

43 min listen

SQUAWK BOX, TUESDAY 11TH JANUARY, 2021 by Squawk Box Europe Express

31 min listen

Bloomberg Surveillance TV: April 15, 2024 by Bloomberg Surveillance

30 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

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

Fed Rate Decision Week and the Markets, Bitcoin Falls Below $19K, and the “Grand Theft Auto VI” Hack 9/19/22: Carl Quintanilla, Jim Cramer and David Faber discussed the markets trying to shrug off fears of aggressive interest rate hikes at this week's Fed meeting, with the ten-year note yield hitting its highest level since April 2011. The anchors reacted to President Biden's comments to CBS' "60 Minutes" about inflation. Crypto also in the spotlight with bitcoin falling below $19,000 to a four-month low on rate jitters. Also in focus: Take-Two Interactive’s Rockstar Games unit confirms a hacker leaked in-development footage from its upcoming "Grand Theft Auto VI" videogame, Amazon as a post-pandemic play, Meta shares trying to rebound, homebuilder stocks get upgraded, and Britain says its final goodbye to Queen Elizabeth II. by Squawk on the Street

43 min listen

Morning After the 1,200-Point Sell-off, The Inflation Effect, and Mortgage Rates Top 6% 9/14/22: Carl Quintanilla and Jim Cramer explored the markets trying to rebound after Tuesday's consumer inflation report and interest rate hike fears resulted in the worst day for stocks since June 2020 -- including the Dow's more than 1,200-point drop. Fresh wholesale inflation data show the Producer Price Index fell 0.1% in August from the previous month. Cramer highlighted where to put your money in this environment. He also explained why he believes Costco's data is better than the government's when it comes to inflation. Also in focus: Mortgage rates surpass 6% for the first time since 2008, why Jim thinks the 2-year note is "the worst stock in the world," the buybacks bandwagon, Meta shares hit new lows for the year and what Starbucks founder Howard Schultz told CNBC about a "new era" for the company. by Squawk on the Street

43 min listen

No Rate Cuts from The Bank of Canada this Year? by The Loonie Hour

64 min listen

Recession Fears Fuel Market Sell-off, Bezos vs. Biden, Tesla Deliveries Disappoint and an Exclusive With Micron's CEO 7/5/22: Kicking off a holiday-shortened trading week, Carl Quintanilla Jim Cramer and David Faber discussed what to make of the broad sell-off, as recession worries overshadow reports that the White House is mulling the removal of China tariffs to combat inflation. The anchors also reacted to Jeff Bezos slamming President Biden for demanding companies that run gasoline stations lower prices at the pump. Micron CEO Sanjay Mehrotra joined the program exclusively to discuss supply chain issues and the chipmaker's guidance that has weighed on the stock. Also in focus: Tesla's Q2 deliveries miss Wall Street forecasts, Ford auto sales jump in June, and rough times for crypto. by Squawk on the Street

44 min listen

Sec. Raimondo on Taiwan Semi CHIPS Act Funding, Sec. Yellen Exclusive in China, Dimon on Rates and AI 4/8/24: Carl Quintanilla, Jim Cramer and David Faber led off the show with news involving a major supplier to Nvidia and Apple. The White House announced CHIPS Act grants of $6.6 billion to Taiwan Semiconductor, for expansion of the chipmaker's Arizona plants. Commerce Secretary Gina Raimondo and the anchors discussed that funding. Sara Eisen's exclusive interview with Treasury Secretary Janet Yellen in China included a focus on tariffs -- with electric vehicles also in the spotlight. Also on the program: Market worries about the Fed possibly scaling back plans for interest rate cuts, Jamie Dimon's message on rates and AI in his annual letter to JPMorgan Chase shareholders, what to make of the banking sector ahead of earnings later this week, why Jim took off his belt. Squawk on the Street Disclaimer by Squawk on the Street

43 min listen

Markets Slump, Dimon's 20% Message, “Fedspeak” on Rate Hike Caution, and the Gig Is "Down" for Uber and Lyft 10/11/22: Carl Quintanilla, Jim Cramer and David Faber discussed the challenges facing markets in the midst of a four-session losing streak. The anchors reacted to JPMorgan Chase CEO Jamie Dimon's comments to CNBC: He said the S&P 500 could fall "another easy 20%." The Fed in the spotlight after two policymakers called for caution regarding interest rate hikes. Also in focus: Market bright spots, shares of Uber and Lyft tumble on news of a Labor Department proposal to change independent contractor rules, Meta gets downgraded and Russia reportedly added the company to its list of terrorists and extremists, how to play the chip stock slump, and the Bank of England expands bond buying to calm markets. by Squawk on the Street

43 min listen

SQUAWK BOX, WEDNESDAY 24TH MAY, 2023 by Squawk Box Europe Express

25 min listen

SQUAWK BOX, THURSDAY 3RD AUGUST. 2023 by Squawk Box Europe Express

24 min listen

Markets Extend Losses, Dimon and Gorman in Davos, Low Tide for P&G, Bracing for Netflix Earnings 1/19/23: Carl Quintanilla, Jim Cramer and David Faber discussed the markets extending Wednesday's losses amid investor concerns about growth. The anchors reacted to comments made to CNBC by two big bank CEOs at the World Economic Forum in Davos, Switzerland: JPMorgan Chase's Jamie Dimon said he expects interest rates to rise above 5%, while Morgan Stanley's James Gorman expressed his belief that inflation has "clearly" peaked. Procter & Gamble shares fall on quarterly results as the company faces headwinds from rising costs. Also in focus: What to expect from Netflix's after-the-bell earnings, a double downgrade for Charles Schwab, shares of Discover slide on the company's outlook for credit card charge-offs. Plus -- is now the time to buy Boeing? by Squawk on the Street

44 min listen

Deutsche Bank Shares Drop, Activision Optimism, Tech Safe Haven 3/24/23: David Faber and Jim Cramer began with the ongoing turmoil in the banking sector. Deutsche Bank was the latest name to add to the volatility, with shares dropping following a spike in credit default swaps Thursday night. The anchors also turned their attention to Secretary Janet Yellen who said the Treasury Department is ready to take “additional actions if warranted” to stabilize banks. In M&A news, shares of Activision Blizzard surged after the U.K.’s Competition and Markets Authority dropped some of its concerns about Microsoft’s takeover of the gaming company. After the opening bells, the anchors also talked the tech stock safe haven, with names like Alphabet, Meta and Nvidia up more than 15% in March alone. by Squawk on the Street

43 min listen

Fed Ahead of the "Hole", Housing Cooldown Worries and Retail Detail: Bed Bath Surges and Nordstrom Tumbles. 8/24/22: Carl Quintanilla, Jim Cramer and David Faber discussed markets, the Fed and potential rate hikes ahead of the Jackson Hole Economic Symposium set to begin on Thursday. The anchors reacted to Minneapolis Fed President Neel Kashkari's biggest fear when it comes to battling inflation. Housing cooldown concerns also in the spotlight after luxury homebuilder Toll Brothers lowered full-year deliveries guidance. Carl, Jim and David covered the bases on retail, including shares of Bed Bath & Beyond surging on a report stating the company had reached a financing pact, while Nordstrom shares tumbled on the department store chain’s outlook. Also in focus: Peloton strikes a deal to sell products on Amazon, T-Mobile U.S. nearing Verizon's market cap, a preview of after-the-bell earnings from Salesforce, Nvidia and Snowflake, plus David on Elon Musk vs. Twitter and what to expect from by Squawk on the Street

42 min listen

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Fed's Williams: Rate Cuts Not a Topic of Discussion, "Special" Costco, Home Depot's 1,000,000% Return 12/15/23

Fed's Williams: Rate Cuts Not a Topic of Discussion, "Special" Costco, Home Depot's 1,000,000% Return 12/15/23

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