Trade Deal or No Deal, Cramer’s Trade Stock Picks & Apple’s China Fears “Overblown”?

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

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

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

Stocks Tumble on Inflation Surprise: What Investors Should Do Now 4/10/24: Jim Cramer and David Faber explored market reaction to the hotter-than-expected March inflation data, which sent yields higher and stocks tumbling. The Consumer Price Index revived worries that the Fed could hold off on a June interest rate cut. Cramer discussed how investors should navigate this market and why he believes the Fed is "in a box." Also in focus: Nvidia in correction territory, divergence in big tech, Delta among thebright spots after an earnings beat, Jack Ma's message to Alibaba employees, Apple ramps up iPhone production in India. Squawk on the Street Disclaimer by Squawk on the Street

42 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

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

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

Snowflake Melts and Changes CEOs, Salesforce Beats, Fed's Preferred Inflation Gauge 2/29/24: Jim Cramer and David Faber discussed a pair of tech players: Shares of Snowflake tumbled more than 20% on a weaker sales outlook along with news that Frank Slootman has retired as CEO. Salesforce posted a quarterly beat and issued light guidance. How should investors view both stocks now? The anchors also explored market reaction to the Fed's preferred inflation measure - Core PCE. Also in focus: Phil LeBeau in Chile on China's auto revolution, earnings winners, Apple CEO Tim Cook on AI, certain names outside of the "Magnificent 7" worthy of your attention. Squawk on the Street Disclaimer by Squawk on the Street

42 min listen

Bank Earnings Parade, BlackRock CEO Larry Fink "First on CNBC" and Tesla Falls on Price Cuts 1/13/23: Jim Cramer and David Faber took an in-depth look into quarterly results from JPMorgan Chase, Bank of America, Citigroup and Wells Fargo. It is time to buy the banks? BlackRock Chairman & CEO Larry Fink joined the program. In a wide-ranging interview, the head of the world's largest asset manager discussed his firm's earnings, long-term investing and the ESG backlash. Also in focus: Tesla shares fall sharply and drag the auto sector lower after the company slashed vehicle prices in the U.S. and Europe, while shares of Delta Air Lines slump despite better-than-expected Q4 results. by Squawk on the Street

53 min listen

Amazon Surges on Earnings, Ford Misses, Inflation Watch & the Fed 10/27/23: Jim Cramer and David Faber capped a busy week of earnings with reaction to Amazon shares' sharp jump on better-than-expected Q3 results. The anchors explored where AWS and AI fit into the picture. Ford shares fell after a quarterly miss, including a wider loss in its EV unit. The automaker also withdrew 2023 guidance pending ratification of its tentative labor agreement with the UAW. Also in focus: Reaction to Core PCE -- the Fed's preferred inflation gauge, Intel surges, Exxon Mobil and Chevron earnings, solar stocks burned again, Chipotle's CEO take on GLP-1 drugs, Jamie Dimon's stock sale plan, Israel-Hamas war, FTX founder Sam Bankman-Fried testifies at his fraud trial. Squawk on the Street Disclaimer by Squawk on the Street

44 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

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

Apple’s Growth Drivers, Facebook’s Free Speech Fight & Trade Talk Confusion: Carl Quintanilla, David Faber & Jim Cramer discuss Apple’s earnings beat, boosted by services growth & despite an iPhone sales decline. Plus, the social media spat between Twitter and Facebook about political ads. And investors weighing trade talk confusion on the final trading day of October. by Squawk on the Street

44 min listen

April Jobs Report and Apple Combine to Spark Market Rally 5/3/24: Carl Quintanilla, Jim Cramer and David Faber covered all of the bases on Friday's stock market rally. The two main catalysts: The April employment report shows the economy created fewer jobs than expected, fueling investor hopes for a Fed rate cut. Apple shares surged as the company's Q2 earnings beat, guidance and record $110 billion share buyback program overshadowed a decline in revenue and iPhone sales. What does it all mean for big tech? Also in focus: A "Faber Report" on the Paramount deal saga, Amgen soars, earnings winners and losers, Cramer reacts to the New York Knicks eliminating the Philadelphia 76ers from the NBA Playoffs. Squawk on the Street Disclaimer by Squawk on the Street

42 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

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

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

Walmart and Home Depot Earnings Reaction, Buffett and Tepper's Money Moves and "Rooting for the China Slowdown." 8/16/22: Jim Cramer and Sara Eisen delved into big retail earnings: Walmart shares jumped after quarterly results surpassed analyst expectations that were lowered due to a profit warning in July, while Home Depot posted record profits and revenue. Jim and Sara assessed the impact of changing consumer habits and which retail names can best navigate inflation. Cramer also explained why he's "rooting for the China slowdown." Also in focus: Warren Buffett's Berkshire Hathaway and David Tepper's Appaloosa Management disclose what they're buying and selling in 13F regulatory filings, Apple reportedly ramping up its back to the office push, and the anchors assessed Bob Chapek's leadership as CEO of Disney after activist investor Dan Loeb disclosed a stake in the company. by Squawk on the Street

43 min listen

Bouncing Between Red & Green, Evans’ Inflation Expectations, Autos Crushed, Rivian Recall, Chinese Chips Tumble 10/10/22: David Faber and Jim Cramer break down the market action of the morning, as futures popped on the heels of comments from Chicago Fed President, Charles Evans. Fed President Evans said signs of the labor market strength may be waning, that he sees rates remaining at 4.5% for some time, and restrictive financial conditions required to bring inflation down. Plus, shares of automakers were getting crushed. UBS downgraded both Ford and General Motors, saying the industry is rapidly moving toward vehicle oversupply following three years of unprecedented pricing power. Rivian shares were getting crushed after recalling nearly all of its vehicles to fix potential steering issues. Chinese chip makers got hammered after the U.S. announced new export controls aimed at limiting Beijing’s ability to produce advanced military systems. The sweeping rules mean companies must a by Squawk on the Street

44 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

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

Musk Threatens to Abandon Twitter Deal, Here Comes Apple's WWDC, More M&A and An "Outcry" in Chicago. 6/6/22: Jim Cramer and David Faber engaged in a wide-ranging discussion about the story of the morning: Elon Musk has threatened to walk away from his $44 billion deal to buy Twitter, citing the company's failure to provide spam/fake account information. What's at stake for both Twitter and Tesla? Also in focus: Apple's Worldwide Developers Conference, Chinese stocks rally, Lilly's diabetes drug and obesity, JetBlue sweetens its takeover bid for Spirit Airlines, Thoma Bravo lowers Anaplan deal price, Amazon's 20-for-1 stock split takes effect, CBOE opens its new outcry trading floor, and Jim's week in San Francisco featuring a big lineup of CEO interviews on CNBC. by Squawk on the Street

43 min listen

Important Week for the Markets, Cramer’s AI Message, Nasdaq's Biggest M&A Deal 6/12/23: With the Nasdaq Composite in the midst of a seven-week win streak, Jim Cramer and David Faber discussed a big week ahead for the markets including key inflation data, the Fed decision on interest rates and earnings from the likes of Oracle. Hear why Cramer said "What I don't like about this market is that once again -- AI. "David's "Faber Report" provided a breakdown of Nasdaq's biggest-ever M&A deal: The company agreed to acquire financial software provider Adenza from private equity firm Thoma Bravo for $10.5 billion in cash and stock. Also in focus: JPMorgan Chase reaches a settlement with victims of late disgraced financier Jeffrey Epstein, Goldman Sachs and Morgan Stanley's bull market debate, what Mark Zuckerberg said about Elon Musk, Tesla aimsfor a twelve-session win streak. Squawk on the Street Disclaimer by Squawk on the Street

44 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

Emergency Podcast! The Eagles trade down to the 12th pick in the 2021 NFL Draft (Ep. 361): The Eagles made their second big trade of the offseason, executing a trade with the Miami Dolphins to move down to the 12th overall pick in the draft. Beat reporters Mike Kaye and Chris Franklin discuss the trade, if the Eagles made the right decision ... by The No-Huddle Show: A Philadelphia Eagles Podcast

21 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

Rate Hike Jitters Spark Market Sell-off, plus Elon Musk Sells More Tesla Shares As The Twitter Saga Rolls On. 12/15/22: Carl Quintanilla, Jim Cramer and David Faber focused on the markets extending Wednesday's losses into a sell-off, one day after the Fed announced a 50-basis point rate hike and signaled more increases to come as it battles inflation. The Bank of England and the European Central Bank each followed the Fed with similar rate hikes on Thursday. Jim highlights which stocks to buy -- and the ones to avoid -- in this market environment. The anchors also discussed Elon Musk's sale of another $3.6 billion of Tesla shares -- and the company's market cap sliding below $500 billion -- amid investor concerns about Musk's role at Twitter. Also in focus: Retail sales fell sharply in November, What's driving the rally in Chinese shares, plus Cramer explains why he's bullish on Bob Iger upon his return as Disney CEO. by Squawk on the Street

44 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

Markets Rally, Apple Beats, Jobs Jump and Regional Banks Rebound 5/5/23: Carl Quintanilla, Jim Cramer and David Faber explored what investors should make of Friday's market rally after four days of selling. Both Apple's earnings and the government's April jobs report beat expectations, easing concerns about the possibility of a recession. Regional banks were in rebound mode, recouping some of this week's steep losses that were sparked by renewed worries about the group. Also in focus: Warner Bros. Discovery's quarterly loss and streaming profit, Lyft tumbles, Icahn vs. Hindenburg, plus reaction to travel earnings from Expedia and Booking Holdings. Squawk on the Street Disclaimer by Squawk on the Street

43 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

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Trade Deal or No Deal, Cramer’s Trade Stock Picks & Apple’s China Fears “Overblown”?

Trade Deal or No Deal, Cramer’s Trade Stock Picks & Apple’s China Fears “Overblown”?

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