China Trade Concerns Hit Stocks, The NBA's China Headache & 'Just Say No, IPO'

Trade Pessimism Pause, An Executive Shake-up at T-Mobile & Fedex CEO to NYT: Let’s Debate!: Carl Quintanilla, David Faber & Jim Cramer discuss why China-U.S. trade deal pessimism is weighing on investor sentiment, as stocks hit pause on the record rally. Plus, David’s latest reporting on T-Mobile, CEO John Legere’s upcoming departure and what impact it could have on the Sprint deal. And FedEx versus the New York Times: CEO Fred Smith challenging the publisher to a debate, but the paper standing by its reporting that the shipping giant paid no taxes in 2018. by Squawk on the Street

43 min listen

Blockbuster Jobs Report, Kudlow: China Talks “Intense” & Uber’s Safety Concerns: Carl Quintanilla, David Faber & Jim Cramer discuss November’s blockbuster jobs report, the strong market rally & what it means for your portfolio. Plus, in a First on CNBC interview, NEC Director Larry Kudlow says China trade talks “progressing” and are “intense.” And Uber’s safety concerns, the ride-sharing company disclosing thousands of assaults in the U.S. last year. by Squawk on the Street

49 min listen

United Airlines Shake-up, Trade Tea Leaves & GM’s Electric Investment: Carl Quintanilla, David Faber & Jim Cramer discuss the leadership shake-up at United Airlines, as CEO Oscar Munoz plans to step down, President Scott Kirby to take the helm next spring. And investors reading the trade tea leaves, as China says negotiators are in ‘close contact’ with their U.S. counterparts. Plus, in a First on CNBC interview, the CEOs of General Motors & South Korea’s LG Chem discuss their new EV battery joint venture in Ohio. by Squawk on the Street

43 min listen

Signs of Trade Progress, House Dems Move on Impeachment & Fmr. Honeywell CEO Dave Cote’s Next Move: Carl Quintanilla, David Faber & Jim Cramer discuss the trade tea leaves and what it means for investors, amid reports of a delay in additional China tariffs and signs of USMCA progress. Plus, stocks shrug off impeachment, as House Democrats announce abuse of power and obstruction charges against President Trump. And former Honeywell CEO Dave Cote on his new data play, working with Goldman Sachs to acquire Vertiv. by Squawk on the Street

48 min listen

Special Episode: Squawk on the Street: Opening Bell 09/05/2019: The Opening Bell hour of CNBC’s Squawk on the Street is now a podcast. Listen in to Jim Cramer, David Faber, and Carl Quintanilla for some of the biggest names in business and politics. Check out today’s episode and subscribe to the podcast today. Markets surging after the U.S. and China agree to trade talks next month. David Faber and Jim Cramer discuss that plus the big movers of the morning from Slack, Signet, Comcast and more. by Mad Money w/ Jim Cramer

45 min listen

New Market Week, The "China Effect" on Tesla, Chinese Stocks Rally and SBF Tweets "I Will Testify." 12/5/22: Carl Quintanilla, Jim Cramer and David Faber explored what to expect from the markets after a positive week for stocks. China playing a big role in the discussion: Oil prices higher and Chinese stocks such has Alibaba in rally mode after China loosened some COVID restrictions, Morgan Stanley ups Chinese equities to "overweight," Apple reportedly looking to move some of its production out of China and Tesla shares slump on reports the automaker is cutting Model Y production in Shanghai. Also in focus: FTX founder Sam Bankman-Fried tweeted he "will testify" before House lawmakers at some point, the CEO of North Face and Timberland parent VF Corp. to retire, Starbucks downgraded, a media stocks roundup and Delta's big pay hike in its deal with pilots. by Squawk on the Street

43 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

Retail Whiplash, Trade Headwinds for Stocks & Tim Cook Meets President Trump: Carl Quintanilla, David Faber & Jim Cramer discuss what to make of the recent whiplash for retail stocks. Target shares surging after crushing earnings and an upbeat forecast, this just a day after shares of Home Depot and Kohl’s tanked. Plus, stocks dipping from records on worries that China-U.S. trade talks could hit an impasse. And Apple CEO set to meet President Trump in Texas. by Squawk on the Street

44 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

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

Retail's Biggest Sales Decline in 7-Months & Democrats Target Wealth/Business: Carl Quintanilla, David Faber & Jim Cramer discuss corporate earnings, Bank of America's quarterly beat & what the biggest decline in retail sales in 7-months means for investors. Plus, as Democratic candidates ramp up the rhetoric against big business - Jim Cramer explains why Sen. Elizabeth Warren remains so far to the left. by Squawk on the Street

43 min listen

Squawk on the Street: Opening Bell 09/20/2019: Carl Quintanilla, Jim Cramer and David Faber discuss the slow stock market march to new records. Plus, as new Apple iPhones hit stores globally, will it move the needle for investors? And Washington’s War on Tech - Facebook CEO Mark Zuckerberg meets face-to-face with some of his harshest critics in DC. by Squawk on the Street

46 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

Stickier Inflation, Another Hat in the Ring, Retailers Rally 5/24/23: Carl Quintanilla, David Faber and Jim Cramer began the hour with the markets; The Nasdaq suffered its worst daily performance in about a month, and the Dow was on pace for its 4th straight negative session in a row. During CNBC’s CEO Council Summit, David Solomon told the panel that he believes inflation is going to be “stickier and more resilient.” The anchors also turned to Gov. Ron DeSantis, expected to formally launch his presidential bid later tonight in a discussion with Twitter CEO Elon Musk. After the bells the desk hit a slew of earnings, including retailers like Kohl’s and Abercrombie & Fitch, which both rallied sharply on their latest results. Squawk on the Street Disclaimer by Squawk on the Street

44 min listen

Record Highs Across the Board, Morgan Stanley’s Massive Beat, Pulling the Plane: Carl Quintanilla, Jim Cramer & David Faber discuss what’s continuing to push stocks higher. Plus, shares of Morgan Stanley surging after a massive beat on fourth-quarter profit. The bank also disclosing new and more ambitious financial targets. And Southwest following American and United by pulling Boeing’s 737 Max until June. Plus, President Trump calls out executives as he signs that historic U.S., China “Phase One” trade deal. by Squawk on the Street

43 min listen

Markets and the Midterms, Kohl's CEO Heading to Levi's, Crypto Crumbles and the "Revenge of the Non-Disruptors" 11/8/22: Carl Quintanilla, Jim Cramer and David Faber discussed the markets as Americans head to the polls to vote in the midterm elections. How should investors position themselves for various potential outcomes? Bitcoin and other cryptocurrencies down sharply on news of FTX’s token tumbling after comments from the head of rival crypto exchange Binance. The anchors reacted to Michelle Gass stepping down as Kohl’s CEO and moving to Levi Strauss to become its president in 2023 -- she is slated to succeed Chip Bergh as its CEO in 18 months. Also in focus: DuPont beats while Lyft and Take-Two Interactive tumble on earnings news, plus Cramer talks about the stocks involved in the "Revenge of the non-disruptors" by Squawk on the Street

43 min listen

Trade Deal ‘VERY Close’, A Key Upgrade for GE & Apple’s Tariff Headwinds: Carl Quintanilla, David Faber & Jim Cramer discuss today’s stock rally after President Trump says a China trade deal is “VERY close”. Plus, shares of GE popping after UBS upgrades to a buy, saying the stock is at a “positive inflection point”. And David’s latest reporting on the Sprint/T-Mobile trial, as John Legere gets set to testify. by Squawk on the Street

43 min listen

CEO Tripleheader: Disney, Verizon and Adobe 9/15/22: As stocks try to rebound from Tuesday's big sell-off, Carl Quintanilla, Jim Cramer and David Faber discussed market reaction to an unexpected rise in August retail sales and the White House announcing a tentative labor agreement to avert a national railway strike. Adobe shares tumbled to become the morning's worst performer on the S&P 500. The company's CEO Shantanu Narayen joined the program after announcing quarterly results, guidance and a $20 billion cash-and stock deal to acquire online design startup Figma. David had a pair of exclusive interviews: Disney CEO Bob Chapek and Verizon CEO Hans Vestberg. Also in focus: Big gainers including Netflix on a Wall Street upgrade and Humana on raised guidance. by Squawk on the Street

46 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

Live from Goldman’s Communacopia, Regulatory Headwinds, AI Market “Skyrocketing” 9/6/23: Carl Quintanilla and Jim Cramer began the show from the NYSE while David Faber joined the crew live from Goldman’s tech & media conference in San Francisco, California. At the conference, AMD CEO Lisa Su spoke on a panel saying the demand for AI semiconductors remained strong, adding that the market is “skyrocketing.” The anchors then turned to the broader markets with the major indices headed towards another day of losses. How should investors play this volatile market environment? Also in focus: The WSJ reported that the FTC could file an antitrust suit against Amazon at the end of the month, after Amazon officials did not offer concessions to the FTC to pursue a settlement over antitrust claims. Squawk on the Street Disclaimer 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

China Delegation Heads to Washington, Tesla Soars on a Price Hike, Calhoun Takes the Helm at Boeing: Carl Quintanilla, Jim Cramer and David Faber discuss where the markets will go from here, as a Chinese delegation heads to D.C. for an expected phase one signing. Plus, Tesla shares are soaring after an analyst at Oppenheimer hiked his price target on the stock to $612 per share from $385 per share. Tesla’s stock broke above $500 for the first time ever in early trading. Plus, new Boeing CEO, same unresolved crisis. Why Cramer says David Calhoun needs to tell people, “this is the new Boeing,” as he begins his first day on the job. And Cramer is live from the J.P. Morgan Healthcare Conference in San Francisco where he speaks with the CEO of Bristol Myers. by Squawk on the Street

43 min listen

Cramer's Morning Take: Debt Ceiling Drama & New COVID Wave 5/24/23: Jim Cramer and Jeff Marks discuss the latest on debt ceiling talks and the impact China’s recent Covid surge may have on the market. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake CNBC Investing Club Disclaimer by Squawk on the Street

4 min listen

Global Growth Fears, J&J's Asbestos Concerns & Mall Armageddon: Carl Quintanilla, David Faber & Jim Cramer discuss the trade war fallout as China notches its slowest GDP growth in nearly 3 decades. Renewed asbestos fears for Johnson & Johnson, recalling a single lot of baby powder after contamination found in online purchases. Plus, retail woes extending to the likes of Gap & Macy's and what Jim calls the coming 'mall armageddon.' by Squawk on the Street

49 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

Historic Day in DC, Kudlow on Trade & Target’s Bad Holiday: Carl Quintanilla, David Faber & Jim Cramer discuss the historic day in our nation’s capital with impeachment expected to move to the Senate for trial and the phase 1 China trade deal set to be signed at the White House. Top White House economic advisor Larry Kudlow saying, “nothing like this in history has ever happen before.“ And Target shares tumble as holiday sales miss estimates due to weakness in toys & electronics, CEO Brian Cornell calling it a “tough miss.” by Squawk on the Street

49 min listen

Trade Deal or No Deal, Cramer’s Trade Stock Picks & Apple’s China Fears “Overblown”?: David Faber & Jim Cramer discuss today’s stock volatility amid conflicting reports about a China-U.S. trade deal. Plus, Cramer reveals his stock picks and sectors in the event a trade deal is reached. And why one key analyst thinks concerns about Apple’s iPhone slowdown in China are “overblown”. by Squawk on the Street

47 min listen

Reaction to the Fed's Pause and Rate Hike Signals, Cava CEO on IPO 6/15/23: Jim Cramer and David Faber explored the Fed's decision to stand pat on interest rates after ten consecutive hikes -- and signal that more tightening could be in the cards. Jim highlighted the connection between housing and inflation. What does it all mean for the markets? The anchors also discussed Cava going public and what's at stake for both the IPO market and the Mediterranean fast-casual restaurant chain. Cava CEO Brett Schulman joined Jim and David at Post 9 for a "First on CNBC" interview. Also in focus: Tesla snaps its record 13-day win streak, Lennar rises on earnings, an update on the FTC vs. Microsoft and Activision, an unexpected jump in May retail sales, Blackrock CEO Larry Fink's take on AI. Squawk on the Street Disclaimer by Squawk on the Street

44 min listen

Nvidia’s Blowout Quarter, Fitch’s Warning, Exclusive: Toll Brothers CEO 5/25/23: Carl Quintanilla and Jim Cramer began the show by breaking down Nvidia’s stellar quarter getting a big boost from AI chip demand. The company easily topped earnings estimates and posted a shocking strong forward outlook, with CEO Jensen Huang saying the company was going to have a “giant record year.” The anchors also turned to the broader markets as Fitch put the United States’ AAA long-term foreign-currency issuer default rating on negative watch, pointing to brinksmanship over the debt ceiling. Shares of Toll Brothers rallied after RBC upgraded the stock to “outperform”; Toll Brothers CEO Doug Yearley joined the show exclusively to discuss housing prices and the company’s latest quarter. Squawk on the Street Disclaimer by Squawk on the Street

44 min listen

A Potential Mega Deal Between Charles Schwab & TD Ameritrade, An Exclusive Sit Down with John Malone, Macy’s Has a Meltdown: Carl Quintanilla, Jim Cramer & David Faber breakdown the possible mega deal between Charles Schwab & TD Ameritrade. Sources telling CNBC Schwab is in talks to buy TD Ameritrade. A deal between the two would create a behemoth with more than $5 trillion in combined assets. Plus, David speaks exclusively with John Malone in a rare interview from Liberty Media Day. Malone says he sees HBO having problems getting to the top in the midst of the streaming wars. Xerox sends a letter to HP threatening to take its case to shareholders. Plus, Macy’s has a meltdown as it slashes its outlook and sales miss. by Squawk on the Street

44 min listen

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China Trade Concerns Hit Stocks, The NBA's China Headache & 'Just Say No, IPO'

China Trade Concerns Hit Stocks, The NBA's China Headache & 'Just Say No, IPO'

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