Rebounding After the Sell-off, Micron CEO Exclusive, WBD-Paramount Watch 12/21/23

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

Pullback After the Tech Rebound, More 737 MAX-9 Pressure On Boeing, CEOs Weigh In On Obesity Drugs 01/09/24: Carl Quintanilla, Jim Cramer and David Faber explored what to make of stocks under pressure the morning afterthe Nasdaq's best one-day performance since November -- and a fresh all-time high for Nvidia.Boeing shares extended Monday's losses on new developments surrounding the grounding of its 737 MAX-9 jets. The anchors discussed what pharma CEOs told Cramer at the J.P. Morgan Healthcare Conference, especially when it comes to the burgeoning obesity drug market. Also in focus: Netflix downgraded, the impact of Samsung's profit missand guidance on mega-tech and the chips, HPE said to be in talks to acquire Juniper Networks, Match Group's date with activism. Squawk on the Street Disclaimer by Squawk on the Street

43 min listen

Powell Effect on the Markets, What to Expect From Apple’s Earnings, Peloton CEO Steps Down 5/2/24: Carl Quintanilla, Jim Cramer and David Faber led off the show with markets digesting Wednesday's post-Fed decision comments by Chair Jerome Powell. He said it is unlikely that the Fed's next move would be a rate hike. The anchors also discussed what to expect from Apple's quarterly results due out after Thursday's close of trading. Jim outlined what he sees ahead for the stock. Also in focus: Carvana soars, Qualcomm jumps, DoorDash tumbles, Peloton CEO Barry McCarthy steps down and the company cuts jobs, Tesla developments, Ford April auto sales, revisiting Wednesday's Starbucks stock plunge and exclusive interview with CEO Laxman Narasimhan. Squawk on the Street Disclaimer by Squawk on the Street

42 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

Ping Identity CEO, A Closer Look at NVIDIA Post-Earnings, Akamai Technologies CEO: The Dow snapped a three day losing streak and the Nasdaq hit yet another record close today, the second this week, and Jim Cramer is helping investors navigate today's rally. Next, Ping Identity CEO Andre Durand stops by to talk about the stock's rebound from all-time lows in March and how the work-from-home player is faring during COVID-19. Then, after a blowout quarter from NVIDIA, what does the future hold for the company? Cramer is breaking down the earnings from this Cramer-Fave and explaining the stock's confusing slide after reporting. Plus, Cramer's got the exclusive with Akamai Technologies CEO Tom Leighton. by Mad Money w/ Jim Cramer

46 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

End of September and Q3: Bulls Say "Good Riddance," Nike Slumps and An Exclusive With Micron's CEO. 9/30/22: Carl Quintanilla, Jim Cramer and David Faber keep an eye on "Fedspeak" on the final trading day of a rough September and third quarter for the broader market. The anchors reacted to Morgan Stanley CEO James Gorman telling CNBC he's "not seeing panic." Earnings also in the spotlight: Nike shares tumble despite a quarterly beat, with margins being pressured amid excess inventory and a stronger dollar. Micron CEO Sanjay Mehrotra joined the program exclusively to discuss the chipmaker's quarterly results and why it sees tougher times ahead. Also in focus: Guidance and losses send Carnival shares toward 30-year lows, SPAC dreams die and Meta's hiring freeze -- what's next for the stock? by Squawk on the Street

46 min listen

The Yield Signal for the Markets, Micron CEO Exclusive, The Obesity Drug Makers' Rally 9/28/23: Carl Quintanilla, Jim Cramer and David Faber discussed the impact of rising yields on the markets. When would it be time to get bullish? You'll want to hear Jim's answer to that question. Micron CEO Sanjay Mehrotra joined the program exclusively: A lively discussion about chip maker's Q4 results -- and the guidance that weighed on the stock. Also in focus: The 2023 rally for obesity and diabetes drug makers Novo Nordisk and Lilly -- as prescriptions for weight-loss medications surge, what to expect from Nike's after-the-bell earnings, JetBlue's revenue warning, an update on Cleveland-Cliffs' takeover bid for U.S. Steel. Squawk on the Street Disclaimer by Squawk on the Street

47 min listen

Exclusive: Starbucks CEO on Quarterly Miss, Amazon and the Earnings Parade, Market Playbook for May 05/01/24: On the first trading day of May, Carl Quintanilla, Jim Cramer and David Faber explored what's ahead for stocks after the markets++ ended a tough April with a sell-off. The anchors also looked toward Wednesday's Fed decision on rates and Chair Jerome Powell's news conference. Starbucks CEO Laxman Narasimhan joined the program exclusively to discuss his company's weaker-than-expected quarterly results and guidance that caused its stock to plunge. Jim challenged the CEO on a number of fronts, including why investors should own Starbucks shares. More earnings in focus: Amazon gets a lift from AI, Pfizer rises, Pinterest soars -- but a rough day for the likes of CVS, AMD and Super Micro. Squawk on the Street Disclaimer by Squawk on the Street

49 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

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

Splunk CEO, Zoetis CEO & Fortune Brands CEO 5/25/23: The Dow fell while the S&P and Nasdaq rose and Jim Cramer is breaking down Nvidia's quarter and guidance as the stock jumped 24% today, pulling the entire tech space higher. First, Splunk posted an earnings beat alongside a surprise profit yesterday and Cramer is getting a read on the quarter with CEO Gary Steele. Then, are there profits to be found in the pet care space? Cramer's talking to Zoetis CEO Kristin Peck after the company's investor day. Plus, Cramer's sit-down with Fortune Brands CEO Nicholas Fink from CNBC's CEO Council Summit. Mad Money Disclaimer by Mad Money w/ Jim Cramer

45 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

Stocks Rebound, Lyft’s Typo Turnaround, Zuckerberg’s Vision Pro Review 2/14/24: Carl Quintanilla, Jim Cramer and David Faber kicked things off by breaking down the markets rebounding a day after the Dow suffered its biggest drop since March 2023. They also hit some of the big earnings reports with Airbnb, Robinhood, MGM, and Kraft Heinz all on the move. Another big mover post results was Lyft, which soared on strong Q4 numbers and guidance, but the stock initially skyrocketed 60% after the company’s initial press release had a major error. The CFO later corrected the mistake during the firm’s earnings call Tuesday. Before the opening bells, the anchors also chatted Mark Zuckerberg and his review of Apple’s Vision Pro. In a video posted to Instagram, Zuckerberg called Meta’s Quest 3 headset “the better value” and “the better product, period.” Squawk on the Street Disclaimer by Squawk on the Street

42 min listen

Coronavirus Fears, David Tepper Speaks to Cramer, Zuckerberg: Piss off a lot of People: Carl Quintanilla, Jim Cramer and David Faber discuss the big swings in the market. The Dow jumping as gains accelerate, taking back half of Friday's 600-point rout. Plus, David Tepper speaks to Cramer, why he says the Coronavirus quote 'may be a game changer' for the market. Plus, shares of Nike popping after two upgrades from UBS and JPMorgan. And why Facebook's CEO Mark Zuckerberg says his company's new approach is quote "going to piss off a lot of people." by Squawk on the Street

43 min listen

Palo Alto Networks CEO, Off The Charts: Treasurys & Legislation Winners 7/13/23: Stocks rose for a fourth straight day, with the S&P and Nasdaq closing at their highest levels of 2023, and Jim Cramer is breaking down what's driving this week's rally. First, Palo Alto fell yesterday after Microsoft announced it would be expanding its cyber security offerings - Cramer talks to Palo Alto CEO Nikesh Arora about what it means for the sector. Then, long-term treasurys have been struggling but Cramer is going Off The Charts to see if the fixed income asset can rally after a sustained downturn. Plus, Cramer outlines more winners from various federal spending bills. Mad Money Disclaimer by Mad Money w/ Jim Cramer

45 min listen

AI Boosts Nvidia's Blowout Quarter, Powell One Day Away, T-Mobile US To Cut 5,000 Jobs. 8/24/23: Carl Quintanilla, Jim Cramer and David Faber engaged in a wide-ranging discussion about Nvidia: Shares surged to a record high on the company's blowout quarter and raised guidance due strong demand for AI chips. The future for interest rates also in the spotlight, as investors brace for Fed Chair Jerome Powell's Jackson Hole speech on Friday. Also in focus: T-Mobile US plans to lay off 5,000 employees, supplier defect weighs on Boeing, Dollar Tree's turn to experience retail pain, Snowflake's earnings beat. Squawk on the Street Disclaimer by Squawk on the Street

44 min listen

Final Trading Day of February, Target Beats, Meta Revs Up For AI Race 2/28/23: On the last trading day of February, Carl Quintanilla, Jim Cramer and David Faber explored what's ahead for stocks, with the major indices on track for their second negative month in three. Cramer highlighted "market distortions" worthy of your attention. The anchors also discussed Target's quarterly beat, cautious guidance and CEO Brian Cornell's comments to CNBC about "stubborn" inflation. On the AI front: BofA is out with its list of top AI picks -- and Mark Zuckerberg announced Meta is forming a new product group focusing on generative AI. Goldman Sachs CEO David Solomon told CNBC that anyone who runs a business should prepare for a "bumpy 12 to 24 months." Also in focus: Earnings winners and losers including Zoom, Workday and Norwegian Cruise. by Squawk on the Street

42 min listen

Snap Plunges and Drags Down Tech, Markets Fall After Monday Rally, and Retail Earnings Parade Pains and Gains 5/24/22: Carl Quintanilla, David Faber and Mike Santoli led off the show with a look at shares of Snap tumbling and falling below its 2017 IPO price on the company’s profit warning. The anchors reacted to Snap's news dragging down social media stocks including Twitter, Pinterest and Facebook parent Meta Platforms. How might Twitter's decline impact Elon Musk's takeover bid for the company? Also in focus: Markets pulling back after Monday's rally, Best Buy rises and Abercrombie & Fitch plummets on earnings news, sources tell David that Broadcom is in talks to pay in the $140/share range for VMWare, plus a look at Jim Cramer's "green thumb." by Squawk on the Street

43 min listen

New Market Week, Musk Interview Announcement, Adobe CEO on AI, Merger Monday 5/15/23: Carl Quintanilla Jim Cramer and David Faber led off the show with what investors can expect from the markets this week, ahead of earnings releases from major retailers and the resumption of debt ceiling talks in Washington. David announced that he will have a live interview with Elon Musk Tuesday night on CNBC. Adobe CEO Shantanu Narayen joined the program to discuss his company's foray into AI. Also in focus: "Merger Monday" including the largest-ever M&A deal in the gold mining industry, Shake Shack faces a proxy battle, Sarepta soars, plus why legendary investor Paul Tudor Jones told CNBC the Fed “could probably declare victory now.” Squawk on the Street Disclaimer by Squawk on the Street

44 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

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

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

Post-Fed Rally, Apple in the Crosshairs, Reddit CEO on IPO, Peltz Backed in Disney Proxy Battle 3/21/24: Jim Cramer and David Faber had a lot to discuss on a busy Thursday: Stocks hit fresh record highs after Wednesday's post-Fed meeting rally. Micron shares soared on AI-fueled guidance and a surprise profit, leading the chip sector higher.New regulatory headwinds for Apple. The anchors and Julia Boorstin spoke with Reddit CEO Steve Huffman about the social media company's IPO and public debut. A prominent proxy-services firm is backing Nelson Peltz in his battle with Disney. Also in focus: David's reporting on Paramount studio sale buzz, former President Trump's potential windfall, Jim's Thursday night "CNBC Leaders" special -- featuring his exclusive interview with Nvidia CEO Jensen Huang. Squawk on the Street Disclaimer by Squawk on the Street

52 min listen

Markets Look to Go "Fourth," Chips Jump on "Samsung Effect," UK PM Johnson Resigns, M&A: Merck-Seagen and Antitrust, and GameStop's Split Decision 7/7/22: Carl Quintanilla, Jim Cramer and David Faber explored the broader markets looking to extend their daily win streak to four, following Wednesday's release of the Fed minutes. The chip sector among the gainers after Samsung's preliminary results showed the company’s best second-quarter profit in four years. Jim explained why his enthusiasm extends beyond semiconductor stocks. Also in focus: UK Prime Minister Boris Johnson resigns, M&A and antitrust with Merck reportedly near a $40-billion deal to buy Seagen, plus “meme stocks” rising -- GameStop declares a 4-for-1 stock split and Bed Bath & Beyond discloses insider purchases by its interim CEO and two board members. by Squawk on the Street

44 min listen

Adobe CEO, Breaking Down Lennar's Quarter & Criteo CEO 6/15/23: The Dow rose, reversing yesterday's losses, while the S&P and Nasdaq posted a 6th straight day of gains, and Jim Cramer is guiding investors through today's market action. First, Adobe climbed after posting an earnings and revenue beat - Cramer's talking to CEO Shantanu Narayen fresh off earnings to break down the numbers. Then, what can Lennar's quarter tell us about the Fed's next steps? Cramer's using the earnings report to gauge the housing sector. Plus, Cramer's exclusive with ad tech player Criteo. Mad Money Disclaimer by Mad Money w/ Jim Cramer

45 min listen

Microsoft's Nadella on OpenAI Drama, Pre-Black Friday Earnings, Countdown to Nvidia's Results 11/21/23: Carl Quintanilla, Jim Cramer and David Faber explored the latest developments surrounding OpenAI's shakeup and firing of CEO Sam Altman. The anchors reacted to what Microsoft CEO Satya Nadella told CNBC about the ChatGPT parent. Retail earnings and the consumer also in the spotlight ahead of Black Friday: A look at why Lowe's and Best Buy shares fell and Dick's Sporting Goods was a bright spot. Also in focus: What to expect from Nvidia's after-the-bell earnings, Jeff Bezos sells Amazon shares, Chinese regulators conditionally approve the Broadcom-VMWaremerger deal, highlights of Cramer with mentalist Oz Pearlman. Squawk on the Street Disclaimer by Squawk on the Street

44 min listen

Bulls’ Market Week to Forget, Baron Sees Buys, Adobe's Beat Not Good Enough, Musk's Twitter Meeting, and Chinese Stocks Ant-e Up 06/17/22: With the S&P 500 at an 18-month low following Thursday's big sell-off, Carl Quintanilla, Jim Cramer and David Faber discussed stocks trying to shrug off recession fears with the broader markets on track for their worst week since 2020. The anchors reacted to billionaire investor Ron Baron telling CNBC the June slump represents a once-in a generation buying opportunity. They also drilled down on tech's rough week, including Adobe shares falling despite better-than-expected quarterly results. Also in focus: This week's profit-taking in the energy sector, the FDA approves COVID-19 vaccines for younger children, Elon Musk's meeting with Twitter employees, Chinese stocks such as Alibaba rally on a report involving Jack Ma's Ant Group. by Squawk on the Street

44 min listen

Stocks Aim to Rebound, Fading CEO Optimism, Crypto a “Sideshow?” 12/6/22 by Squawk on the Street

43 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

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Rebounding After the Sell-off, Micron CEO Exclusive, WBD-Paramount Watch 12/21/23

Rebounding After the Sell-off, Micron CEO Exclusive, WBD-Paramount Watch 12/21/23

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