Trade Deal ‘VERY Close’, A Key Upgrade for GE & Apple’s Tariff Headwinds

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

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

China Trade Concerns Hit Stocks, The NBA's China Headache & 'Just Say No, IPO': Carl Quintanilla, David Faber & Jim Cramer discuss reports that a broad China trade deal could be off the table & the stock impact as talks get set to resume in Washington. Plus one NBA manager's tweet about Hong Kong sparking a business backlash & political firestorm. And Cramer's message to startups: 'Just say no, IPO.' by Squawk on the Street

44 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

The Trade Rally, Xerox-HP Takeover Talks & A Gates-Warren Wealth Tax Sit-Down?: Carl Quintanilla, David Faber & Jim Cramer discuss the trade fueled rally, both the S&P 500 and Dow hitting fresh all-time highs after China says it has agreed with U.S. to roll back tariffs. Plus, David’s latest reporting on Xerox’s takeover bid proposal for HP. And is a Warren-Gates sit-down coming: the presidential hopefully saying she’s willing to talk to Bill Gates about what he’d pay under her wealth tax. by Squawk on the Street

43 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

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

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

BARD - Santos Indicted, Trump Loses to Carroll + More: Mark and Gary link up on the busiest of news days to discuss the hot headlines from E. Jean Carroll's victory over Trump to the apparent indictment of New York congressman George Santos and much more. Watch Beyond A Reasonable Doubt... by Reasonable Doubt

14 min listen

Corporate Earnings Parade, Starbucks CEO on Coronavirus Impact & Apple’s Rally Rolls On: Carl Quintanilla, David Faber & Jim Cramer discuss today’s parade of corporate earnings, 44 S&P 500 companies reporting including AT&T, Dow, GE, McDonald’s & Boeing. Exclusive interviews with Dow CEO Jim Fitterling and AMD CEO Lisa Su. Plus, Starbucks CEO Kevin Johnson on the coronavirus impact, calling it “a very dynamic situation.” And Apple hitting another new all-time high after reporting better than expected sales of iPhones and wearables during the quarter. by Squawk on the Street

51 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

Markets’ Record Run “Too Far, Too Fast”?, AI Risks and Rules, Apple's Rotten Q1 3/27/24: With the Dow and S&P 500 looking to snap 3-day losing streaks after a record run-up for stocks, Carl Quintanilla and Jim Cramer engaged in a wide-ranging discussion about a question posed in the latest Delivering Alpha survey: Has the market run too far, too fast? Also in focus: Commerce and Treasury Departments' new recommendations on regulating AI, Apple's Q1 stock slump and J.P. Morgan's note on China iPhone sales, China's President Xi meets with U.S. CEOs, meme stocks back in the spotlight as Trump Media surges again and GameStop tumbles, Mark Zuckerberg and Jensen Huang's "jersey swap." Squawk on the Street Disclaimer by Squawk on the Street

43 min listen

Big Banks Bonanza, Fink Bets Big on ESG’s and the ‘Fundamental Reshaping of Finance’, Tesla’s Surge: Carl Quintanilla, Jim Cramer and David Faber breakdown the big banks, as JP Morgan, Citi and Wells Fargo report results. Plus, Larry Fink’s big bet on ESG’s. The CEO of the world’s largest money manager believes the intensifying climate crisis will bring about a fundamental reshaping of finance. Delta beats the street on both the top and bottom line. CEO Ed Bastian told CNBC that the airline had a very strong holiday season and that Delta has had good success in de-commoditizing its business. And another day, another record all-time high for Tesla. “The Squawk on the Street” gang discusses how far the stock could go from here. by Squawk on the Street

45 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

Market Sell-off: Earnings Misses for JPM and Morgan Stanley, Rate Hike Fears and Double-Digit Wholesale Inflation. 7/14/22: Carl Quintanilla, Jim Cramer and David Faber delved into the catalysts that sparked Thursday's sell-off: The Producer Price Index for June jumped 11.3% from year-ago levels, reigniting worries about a potential one percent Fed interest rate hike. The anchors also reacted to JPMorgan Chase and Morgan Stanley each missing Wall Street expectations with their second-quarter results. Carl, Jim and David discussed what JPM CEO Jamie Dimon said on the company's earnings call about the health of the consumer. Also in focus: Taiwan Semiconductor's earnings beat, Intel reportedly set to hike prices, Warren Buffett buys more Occidental Petroleum, Twitter vs. Elon Musk and a preview of "Mad Money" moving Monday to the NYSE. by Squawk on the Street

43 min listen

Geopolitical Relief Rally, Apple’s China Boom & HP Rebuffs Xerox… Again: Carl Quintanilla, David Faber & Jim Cramer discuss the geopolitical relief rally as gold drops, oil stabilizes and stocks climb to another round of records. Plus Apple’s China boom, iPhone sales reportedly surging 18% in December, shares doubling in a year, as the U.S. & China prepare to sign a phase one trade deal next week. And HP’s board rejects Xerox’s advances yet again, David’s latest reporting on the $33B takeover push. 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

Volatility & The Market Whipsaw, A Biden Boost for Wall Street & “Death of Value Investing”: Carl Quintanilla, Jim Cramer and David Faber breakdown the global stock bounce, U.S. equities rallying as investors continue to cope with coronavirus-induced volatility. Plus a Biden boost, with Wall Street seemingly buoyed by a string of Super Tuesday primary victories for the former Vice President. And legendary investor Jeff Ubben says he never thought he would see anything like this & explains why it makes value investing impossible. by Squawk on the Street

48 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

Squawk on the Street: Opening Bell 09/25/2019: Carl Quintanilla, Jim Cramer and David Faber discuss the end of merger talks between Philip Morris International and Altria, as well as the management shake-up at Juul. Plus, Devin Wenig stepping down as CEO at eBay, the latest details about his departure. by Squawk on the Street

48 min listen

Trade Optimism, A Skinny Deal Surge & Senator Warren’s Business Impact: Carl Quintanilla, David Faber & Jim Cramer discuss China trade & investor optimism for a skinny deal as President prepares to meet China’s Vice Premier. Plus why Jim thinks Senator Elizabeth Warren is the most important person for business right now. by Squawk on the Street

49 min listen

Powell Heads to the Hill, FedEx Falls on Guidance, Cramer's Ride at Ford 6/21/23: Carl Quintanilla, Jim Cramer and David Faber discussed what to expect from Fed Chair Jerome Powell's testimony on the economy before the House Financial Services Committee. FedEx also in the spotlight after posting quarterly results and issuing guidance that weighed on the stock. The anchors engaged in conversation about Jim's visit to Ford -- including highlights from his "Mad Money" interview with CEO Jim Farley, plus Cramer's speedy ride in a Mustang on Ford's test track. Also in focus: Wall Street calls on Disney, CNBC's new "Magnificent 7" index tracking the mega cap tech rally, Softbank's Masayoshi Son on the future of AI. Squawk on the Street Disclaimer by Squawk on the Street

44 min listen

Stocks' Record Run Without Apple, FedEx Surges, Nike and Lulu Slump, Trump SPAC Watch 3/22/24: Jim Cramer and David Faber explored the record run for stocks despite this year's slump in Apple shares -- including Thursday's 4% drop on news of the Justice Department-led antitrust lawsuit against the iPhone maker. Earnings also in the spotlight: FedEx shares surge while Nike and Lululemon take a hit on guidance that disappointed Wall Street. Also in focus: Day two for Reddit after shares jumped 48% in its public debut, the latest news impacting Tesla shares, the Trump SPAC merger vote, Cramer's deep dive into Boeing's stock slide. Squawk on the Street Disclaimer by Squawk on the Street

43 min listen

Market Momentum, House TikTok Vote, Dimon Backs Iger, Downgrade Call: "Sell" Tesla 3/13/24: With the S&P 500 coming off a new all-time closing high, Carl Quintanilla, David Faber and Mike Santoli discussed the momentum fueling the markets' record run. How concerned should investors be about unwind risk? The anchors also explored the potential ramifications of Wednesday's House of Representatives vote on legislation that could ban TikTok in the U.S. David reports that Jamie Dimon is backing Bob Iger in Disney's proxy battle against Nelson Peltz's Trian Partners. Also in focus: Wells Fargo downgrades Tesla to "Underweight" -- the equivalent of a "Sell" rating, Citadel’s Ken Griffin on Nvidia, bitcoin's fresh record high, the Eli Lilly-Amazon connection. Squawk on the Street Disclaimer by Squawk on the Street

42 min listen

RD - SCOTUS Activity + Giuliani Proffer: Mark and Gary reconnect after a short hiatus and dive right into the very active nature of The Supreme Court in recent weeks, touching on the affirmative action decision as well as the Colorado web designer case. They also discuss developments... by Reasonable Doubt

41 min listen

Timcast IRL #929 TRUMP WINS, SCOTUS Rejects Prosecutor Request Pushing Trial AFTER 2024 w/James O'Keefe: TRUMP WINS, SCOTUS Rejects Prosecutor Request Pushing Trial AFTER 2024 w/James O'Keefe by Timcast IRL

147 min listen

Surveillance: We Can't Deal With China on Twitter, Hormats Says: Surveillance: We Can’t Deal With China on Twitter, Hormats Says by Bloomberg Surveillance

38 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

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

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Trade Deal ‘VERY Close’, A Key Upgrade for GE & Apple’s Tariff Headwinds

Trade Deal ‘VERY Close’, A Key Upgrade for GE & Apple’s Tariff Headwinds

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