Big Banks Kick Off Earnings Season, IMF Downgrades Global Growth & An Activist Push at Emerson Electric

Morning After the Sell-off, Nvidia Rally Rolls On, Musk's EV Tariffs Switch 5/24/24: Carl Quintanilla and Jim Cramer explored what's next for the markets and investors after Thursday's sell-off and the Dow’s worst session since March 2023. The anchors also discussed Nvidia extending its post-earnings rally and adding more than $200 billion in market cap after posting its blowout quarter. Also in focus: Elon Musk's about-face regarding U.S. tariffs on Chinese EVs, Tesla reportedly cutting Model Y production in China, earnings bright spots, Burger King joins the value meal price wars, Novo Nordisk's latest Ozempic study, time to consider Eli Lilly for the "Magnificent 7"? Carl and Jim remember long-time CNBC anchor Mark Haines on the 13th anniversary of his death. Squawk on the Street Disclaimer by Squawk on the Street

41 min listen

AI Boom: Nvidia's Blowout Quarter and 10-for-1 Stock Split Fuel New Record Highs 5/23/24: Carl Quintanilla and Jim Cramer covered all of the bases on Nvidia's record quarter and 10-for-1 stock split announcement. The chipmaker's shares jumped above $1,000 for the first time and sparked a tech sector rally, resulting in new all-time highs for the S&P 500 and Nasdaq. Cramer explained what it all means for the AI trade, along with how Elon Musk and Mark Zuckerberg fit into the Nvidia picture. Also in focus: Jamie Dimon's stagflation message, DOJ vs. Ticketmaster parent Live Nation, DuPont to split into three publicly traded companies. Squawk on the Street Disclaimer by Squawk on the Street

44 min listen

Cramer's Morning Take: Nvidia 5/23/24: Jim Cramer breaks down this AI powerhouse’s blockbuster earnings beat. 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

Target Misses, Market Records, Nvidia Earnings Countdown 05/22/24: Carl Quintanilla and Jim Cramer led off the show with Target shares taking a hit on a quarterly earnings miss and sales decline. Cramer explains how "Food's Big 3" fit into the picture. The anchors discussed the S&P 500 and Nasdaq hitting record closing highs ahead of Nvidia's much-anticipated earnings due out after Wednesday's quarterly results. Can the chip giant live up to Wall Street’s lofty expectations? Also in focus: Apple aims for an 8-day win streak, Williams-Sonoma and TJX among retail's earnings winners, Lululemon restructuring, Tesla's European sales, Toll Brothers tumbles despite upbeat earnings and guidance. Squawk on the Street Disclaimer by Squawk on the Street

43 min listen

Cramer's Morning Take: TJX 5/22/24: Cramer praises this ‘bargain’ retailer after earnings beat. 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

3 min listen

Cramer's Morning Take: Palo Alto 5/21/24: Jim Cramer breaks down earnings from this cybersecurity stock. 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

3 min listen

Nasdaq's Record Run, Fed's Waller on Rates, Dimon on Succession 05/21/24: Carl Quintanilla and Jim Cramer discussed tech sector momentum one day after a record closing high for the Nasdaq -- and ahead of Nvidia's earnings report due out after the bell Wednesday. The anchors also stayed on top of market reaction to comments from Fed Governor Christopher Waller on rates and inflation. Also in focus: Jamie Dimon on retirement and JPMorgan Chase's succession plans, Lowe's and Macy's earnings, Michael Dell's take on AI PCs, Palo Alto slides, Morgan Stanley analyst Adam Jonas' note on Tesla, AI and "Muskonomics." Squawk on the Street Disclaimer by Squawk on the Street

43 min listen

Cramer's Morning Take: Nvidia 5/20/24: Cramer urges investors to stop thinking Nvidia can ‘make or break’ the stock 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

Dow 40,000 and Beyond, Nvidia's Big Week, Apple-China Saga 05/20/24: Carl Quintanilla and Jim Cramer explored what's ahead for the markets after a week which saw the Dow close above 40,000 for the first time ever. Jim spoke about what a "virtuous cycle" means for investors. The anchors also discussed Nvidia ahead of its much-anticipated earnings report due out this week, as well as the firms raising their price targets on the stock. Also in focus: Apple reportedly slashing iPhone prices in China, Tesla's video message to investors urging them to support Elon Musk's pay package, another big week of retail earnings, JPMorgan Chase's investor day, record run for gold and copper, oil prices and the death of Iran's president. Squawk on the Street Disclaimer by Squawk on the Street

43 min listen

Cramer's Morning Take: DuPont 5/17/24: Jim Cramer explains why he wants this chemical stock holding to come down more. 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

3 min listen

China’s Housing Hail Mary, Reddit/OpenAI Deal, Gaming Woes 5/17/24: Carl Quintanilla and Jim Cramer started the show by breaking down another positive week for stocks. The Dow was on pace for its 5th straight week of gains, a day after it hit that 40k milestone for the first time ever. CNBC’s Beijing Bureau Chief, Eunice Yoon also joined the program, to discuss China pledging $42 billion in a slew of measures to support the country’s struggling property sector. After the opening bells, the desk hit Reddit shares rallying, after striking a deal with OpenAI allowing the use of its data for training AI models. Also in the mix: Take-Two slashed its bookings forecast, and announced that its new Grand Theft auto game would be released in Fall 2025. Squawk on the Street Disclaimer by Squawk on the Street

42 min listen

Squawk on the Street 05/16/24: The opening hour of CNBC’s "Squawk on the Street" with Carl Quintanilla, Jim Cramer and David Faber is broadcast each weekday from the floor of the New York Stock Exchange, on site at the opening bell with the up-to-the-minute news investors need to know and interviews with the most influential CEOs and greatest market minds. Squawk on the Street Disclaimer by Squawk on the Street

42 min listen

Cramer's Morning Take: Alphabet 5/15/24: Cramer says this mega-cap stock still faces ‘existential’ threat from AI. 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

3 min listen

S&P Record High, Easing Inflation, Meme Stocks Cool Off 5/15/24: Carl Quintanilla, Jim Cramer and David Faber began the hour by dissecting this morning's CPI print. which increased 0.3% from March. That was slightly below the Dow Jones estimate for 0.4%. The easing inflation data gave stocks a boost, with both the S&P and Nasdaq both touching record highs. On the other hand, the meme stocks moved lower in today's session, cooling off from their red hot starts to the week. Also in the mix: In an interview with Sky News, JPMorgan CEO Jamie Dimon urged the U.S. to reduce its fiscal deficit sooner rather than later, warning the issue will likely become “far more uncomfortable” if it continues to be overlooked. Squawk on the Street Disclaimer Squawk on the Street Disclaimer by Squawk on the Street

42 min listen

PPI Runs Hot, OpenAI Reveals New AI Model, Meme Craze Continues 05/14/24: Carl Quintanilla, Jim Cramer and David Faber started the show by discussing this morning’s inflation data. The producer price index, a measure of what producers receive for the goods they produce, increased 0.5% in April and was up 2.2% on a 12-month basis, the biggest gain in a year. The anchors then shifted to the ongoing meme craze, as shares of GameStop and AMC surged again. Because of Monday’s massive rally, short-selling hedge funds suffered a mark-to-market loss of $838 million in GameStop. Before the opening bell, the desk also reacted to OpenAI’s latest flagship product GPT-4o, which the company says “can reason across text, audio, and video in real time.” Squawk on the Street Disclaimer by Squawk on the Street

43 min listen

Cramer's Morning Take: GameStop 5/14/24: Jim Cramer says this surging meme stock has no ‘game plan’. 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

3 min listen

Cramer's Morning Take: Nvidia 5/13/24: Jim and Jeff discuss the share moves for this semiconductor stock. 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

3 min listen

S&P Record Watch, AI Arms Race, Roaring Kitty Claws Back 5/13/24: Carl Quintanilla, Jim Cramer and David Faber began the hour by breaking down this ongoing market rally, with the Dow aiming for its 9th straight day of gains. The desk also reacted to news that Softbank Group’s Arm Holdings is reportedly planning on launching AI chips in 2025. Staying with the semis, Cramer highlighted Micron for his “Mad Dash” saying he believes the stock will continue to climb; Micron is up 100% over the last full-year of trading. Also in the mix: GameStop shares surged after trader ‘Roaring Kitty’ posted online for the first time in roughly three years. Squawk on the Street Disclaimer by Squawk on the Street

43 min listen

Cramer's Morning Take: P&G 5/10/24: Jim and Jeff discuss the strength in this consumer staple stock. 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

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

Arm Holdings Slides, Warner Bros. Discovery Misses, Airbnb CEO Talks Earnings and "Icons" 05/09/24: Carl Quintanilla, Jim Cramer and David Faber led off the show with one of the beneficiaries of the AI boom: Chip designer Arm Holdings down sharply as lower-than-expected revenue guidance overshadowed a Q4 beat. What’s next for the AI trade? Warner Bros. Discovery posted a quarterly miss. The company's streaming bundle partnership with Disney also in the spotlight. Airbnb CEO Brian Chesky joined the program to discuss the company's earnings beat, guidance that weighed on the stock and launch of its "Icons" experiences. Also in focus: Affirm among the earnings bright spots, more monthly sales gains for Costco, Apple's controversial new iPad ad, Norfolk Southern CEO vs. activists. Squawk on the Street Disclaimer by Squawk on the Street

45 min listen

Squawk on the Street+ Goldman Sachs President & COO John Waldron 5/9/24: CNBC's Carl Quintanilla spoke with John Waldron, Goldman Sachs president and COO, at the Goldman Sachs Professional Investment Forum to discuss IPO markets, government spending, competition with China, and more. by Squawk on the Street

11 min listen

Cramer's Morning Take: Costco 5/9/24: Cramer calls this grocery stock ‘consistent’ after its monthly sales report. 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

Tesla in the Crosshairs, Shopify Pres. Reacts to Tumbling Stock, Reddit Jumps, Uber Falls 05/08/24: Carl Quintanilla, Jim Cramer and David Faber discussed a report that sent Tesla shares lower: According to Reuters' sources, U.S. prosecutors are examining whether the EV maker committed securities or wire fraud in their Autopilot probe. Shopify President Harley Finkelstein joined the program to talk about the company's Q1 earnings beat -- and the stock tumbling on guidance. The anchors also reacted to Reddit shares rising and Uber shares down sharply following the release of the companies’ respective quarterly results. Also in focus: Microsoft's $3.3 billion AI investment, Disney the morning after its stock fell 9.5% post-earnings. Squawk on the Street Disclaimer by Squawk on the Street

43 min listen

Cramer's Morning Take: 'Cracks' in the Market 5/8/24: Cramer says more and more cracks are beginning to emerge in the stock 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

Disney Shares Slump Despite Earnings Beat, Musk on AI, Markets' Win Streak 05/07/24: Carl Quintanilla, Jim Cramer and David Faber led off the show with shares of Disney sharply lower: A slight Q2 revenue miss overshadowed an earnings beat and a surprise profit for Disney+ and Hulu. Jim explained why he believes the selling of Disney shares was an overreaction. The anchors also reacted to Elon Musk's latest warning on AI in remarks delivered Monday night at the Milken Institute Global Conference in Los Angeles. Also in focus: Major indices aim to extend their daily win streaks, EVs in the spotlight as Tesla China sales fell in April, Apple's virtual iPad event and the road ahead for mega-tech stocks, earnings winners and losers. Squawk on the Street Disclaimer by Squawk on the Street

43 min listen

Squawk on the Street+ Goldman Sachs Chairman & CEO David Solomon 5/6/24: Goldman Sachs CEO David Solomon discusses the company’s AI strategy, M&A, and company outlook. by Squawk on the Street

13 min listen

Cramer's Morning Take: Starbucks 5/6/24: Jim and Jeff break down turnaround trouble at this struggling coffee stock. 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

Buffett on Apple and AI, Apollo Global CEO at Milken, Disney Earnings Watch 5/6/24: Carl Quintanilla, Jim Cramer and David Faber led off the show with a look at Warren Buffett and Apple after the tech giant's Friday surge. The anchors reacted to comments Buffett made at Berkshire Hathaway's annual shareholder meeting on Saturday -- everything from his company trimming its stake in the iPhone maker to the "Oracle of Omaha" expressing fears about AI. At the Milken Institute's Global Conference in Los Angeles, David sat down with Apollo Global CEO Marc Rowan to discuss Paramount, private markets and campus protests. Also in focus: The stocks extending Friday's market rally, what to expect from Disney's earnings due out Tuesday morning, Howard Schultz's response to Starbucks' big Q2 miss. Squawk on the Street Disclaimer by Squawk on the Street

46 min listen

Cramer's Morning Take: Apple 5/3/24: Jim and Jeff discuss their price target raise of this mega cap tech stock. 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

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Big Banks Kick Off Earnings Season, IMF Downgrades Global Growth & An Activist Push at Emerson Electric

Big Banks Kick Off Earnings Season, IMF Downgrades Global Growth & An Activist Push at Emerson Electric

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