Volatility & The Market Whipsaw, A Biden Boost for Wall Street & “Death of Value Investing”

Stocks Sink, Coronavirus Fears & Fate of Fiscal Stimulus: Carl Quintanilla, Jim Cramer and David Faber discuss another day of wild swings for Wall Street, stocks moving sharply lower amid growing worries about the coronavirus outbreak and the fate of a fiscal stimulus package aimed at curbing slower economic growth. Plus, with U.S. equities edging closer to bear-market territory, Jim’s advice for anxious investors on how best to position their portfolios. by Squawk on the Street

54 min listen

Stocks Tumble, Coronavirus Volatility & Kudlow: “Don’t Panic”: Carl Quintanilla, Jim Cramer and David Faber breakdown the continued coronavirus volatility and the day’s stock sell-off as Wall Street closes out another turbulent week. Plus, amid increasing economic slowdown fears, why National Economic Council Director Larry Kudlow says it’s the ‘time to be calm and not overreact’. by Squawk on the Street

53 min listen

Markets Fall on Walmart and Home Depot Guidance, Rate Hike Fears 02/21/23: Carl Quintanilla, Jim Cramer and David Faber kicked off the holiday-shortened week with a rough start for shares of Walmart and Home Depot, each falling on guidance that disappointed Wall Street and overshadowed some of their quarterly results. Worries about the path of Fed rate hikes also weighing on the markets. The anchors reacted to comments from Morgan Stanley Chief U.S. Equity Strategist Mike Wilson, who told CNBC we are in the midst of an earnings recession. Also in focus: Winners and losers, President Biden in Poland one day after his surprise visit to Ukraine, Norfolk Southern facing criticism over the Ohio train derailment, a "Faber Report" on what's driving Credit Suisse shares lower. by Squawk on the Street

45 min listen

Recession Fears and the Markets, Ukraine’s Zelenskyy Addresses CEO Summit, Vaccine Makers Get a Boost, and M&A in the NFL 6/8/22: Carl Quintanilla, Jim Cramer and David Faber explored the markets trying to shrug off signs of a potential recession, including mortgage demand hitting a 22-year low. What should investors do now? The anchors also discussed Ukrainian President Zelenskyy addressing the Yale CEO Summit in New York City with his message to business leaders. Also in focus: Novavax and Moderna rise on COVID-19 vaccine news, Target receives a slew of Wall Street price target cuts after Tuesday’s profit warning, stocks Cramer calls buying opportunities, and the NFL's Denver Broncos agree to be sold to a group led by Walmart heir Rob Walton for $4.65 billion. by Squawk on the Street

43 min listen

Inflation Watch, Oil Prices Pressure Stocks, Chinese Stocks Rally on Lockdown Developments, and Peltz Named to Unilever's Board 05/31/22: Carl Quintanilla, Jim Cramer and David Faber discussed what's ahead for markets as the Dow and S&P 500 enter the last trading day of May in positive territory for the month. The anchors reacted to President Biden's op-ed in The Wall Street Journal outlining his plan to battle inflation. Cramer says Biden is "still attacking our oil companies." The price of crude surges after the EU agrees to ban most Russian oil imports. Chinese stocks such as Alibaba rally as Shanghai prepares to lift its two-month COVID lockdown. Shares of Unilever jump after the company named activist investor Nelson Peltz to its board. Also in focus: Sen. Elizabeth Warren vs. SPACs, plus a box office bonanza for “Top Gun: Maverick.” by Squawk on the Street

44 min listen

Extension of the "Powell Sell-off": How Should Investors Navigate the Markets? 8/29/22: Carl Quintanilla, Jim Cramer and David Faber focused on the markets extending losses from Friday's big sell-off, which was sparked by Fed Chair Jerome Powell's hawkish comments at the Jackson Hole summit. Where can investors hide in this environment? Also in focus: Elon Musk in Norway with a message on oil, gas and Tesla, why Chinese stocks are rallying, Senator Elizabeth Warren "very worried" that the Fed could cause a recession, and what SEC Chair Gary Gensler told Jim and David about remote work versus returning to the office. by Squawk on the Street

26 min listen

CAT Scratch Fever, Druckenmiller Slams Yellen, Markets Oversold? 10/31/23: One day after a rebound rally on Wall Street, Carl Quintanilla, Jim Cramer and David Faber discussed market reaction to earnings from the likes of Pfizer, Amgen and Caterpillar -- the biggest blue-chip decliner despite a quarterly beat. Cramer explained why he believes the markets are oversold. The anchors also reacted to billionaire investor Stanley Druckenmiller accusing Treasury Secretary Janet Yellen of what he called the “biggest blunder in the history of the Treasury." Also in focus: Apple's product launch including new chips, the World Bank's $157/barrel warning, Sarepta plummets, Pinterest surges, X's valuation plunge since Elon Musk bought Twitter. Squawk on the Street Disclaimer by Squawk on the Street

44 min listen

Massive Market Whipsaw, Coronavirus Contagion, Elliott Wants Dorsey Out, Remembering Jack Welch: Carl Quintanilla, Jim Cramer and David Faber breakdown the massive market whipsaw. Stocks trying to edge out gains and attempt some kind of rebound from its worst week since the financial crisis. Coronavirus fears continue, as the first case is confirmed in New York City. Omega Advisors Leon Cooperman weighs in saying, “this volatility is scaring the public.” Shares of Twitter soaring, as Elliott Management makes a push to replace its CEO Jack Dorsey. And remembering the former chairman and CEO of General Electric, Jack Welch. During his 20 years he led the conglomerate, its market value growing from $12 billion to $410 billion. Welch passed away late Sunday night at his home surrounded by his wife Suzy and family. by Squawk on the Street

59 min listen

Dow Tumbles, Ending Massive 3 Day Win Streak, Verizon CEO Hans Vestberg: David Faber and Jim Cramer breakdown the drop on stocks. Falling sharply Friday, giving back some of the strong gains experienced in the previous three days to cap another volatile week on Wall Street. Investors focusing back on the coronavirus outbreak as the U.S. became the country with the most confirmed cases overtaking China & Italy. Chevron, Boeing and American Express leading the Dow lower, sliding more than 5% each. Plus, the "Squawk on the Street" gang speaks with Verizon CEO, Hans Vestberg. Hear what he has to say about the coronavirus and how it's impacting his business. by Squawk on the Street

49 min listen

Stocks Tumble, Growing Virus Fears Spook Wall Street & Remembering Kobe Bryant: Carl Quintanilla, David Faber & Jim Cramer discuss today’s market selloff, stocks on track for their worst day in nearly 4 months. Wall Street spooked by virus fears as health officials race to control the new strain of the fast-spreading coronavirus. And businesses brace: Starbucks, Disney, McDonalds, airlines and casinos among those impacted. Plus, NBA superstar Kobe Bryant killed in a helicopter crash in southern California, a look at his legacy for the league and the business of sports. by Squawk on the Street

42 min listen

Bulls Poised for Positive Week, The Debate Over Powell, Kroger's Earnings Boost, and Remembering Queen Elizabeth II 9/9/22: Carl Quintanilla, David Faber and Sara Eisen led off the show with a look at the broader markets on track to snap a three-week losing streak. Is now the time to buy? Two strategists join the discussion. The anchors also reacted to differing views about Fed Chair Jerome Powell from former Fed Vice Chair Richard Clarida and RH CEO Gary Friedman. Also, a report from on the ground in the UK one day after Queen Elizabeth's death: King Charles III and the Queen Consort visit Buckingham Palace and greet crowds as Britain begins ten days of mourning. Also in focus: Guggenheim's Scott Minerd told CNBC how low the S&P 500 has to go for him to become a buyer, T-Mobile's $14 billion share buyback program, and the morning’s earnings winners including Kroger and DocuSign. by Squawk on the Street

42 min listen

The Race to Contain Coronavirus, Tesla’s $2B Stock Offering & PepsiCo’s Growth Strategy: Carl Quintanilla, David Faber & Jim Cramer discuss the stock market pullback as China coronavirus cases surge. Plus, Tesla’s $2B common stock offering & why one legendary investor says he would “never buy it” & “never sell it short.” And, PepsiCo CFO Hugh Johnston on Q4 earnings, the coronavirus impact, plastics and why ‘the U.S. consumer remains strong.’ by Squawk on the Street

43 min listen

Stocks Crater to Sell-Off Lows, Trading Halted Briefly & Cramer: “They Know Nothing”: Carl Quintanilla, Jim Cramer and David Faber today’s massive stock sell-off amid increasing coronavirus fears, equities hitting sell-off lows. The stock plunge triggering a key market circuit breaker after the opening bell, halting trading for 15 minutes for the second time this week. And why Jim is slamming the government’s coronavirus response, saying 'they know nothing,' evoking his epic 2007 Fed rant. by Squawk on the Street

61 min listen

Stocks in Correction, Sell-Off Accelerating, Toll Brothers CEO , Yellen: Coronavirus Could Throw the U.S. into a Recession: Carl Quintanilla, Jim Cramer and David Faber discuss the state of stocks and where to invest your money. Stocks plunging, opening sharply lower, extending their worst week since the financial crisis. The Dow enters correction territority as coronavirus fears grip global markets. Goldman Sachs warns that a further widespreading virus could completely wipeout corporate growth this year. And quote “on the sidelines,” why Toll Brothers’ CEO tells Cramer that the next few weeks are critical for the housing market. Plus, Former Fed Chair Janet Yellen says it’s conceivable that the coronavirus could throw the U.S. into a recession. by Squawk on the Street

52 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

Sell-off Erases Wednesday's Rally, Apple Falls on Downgrade, and a "Sea of Red" for Tech 9/29/22: Carl Quintanilla, Jim Cramer and David Faber discussed the markets wiping out gains from Wednesday's rally as bond yields resume their increase amid worries about higher rates, inflation and slower growth. Early in Thursday's session, all Nasdaq 100 stocks were moving to the downside. Where are the buying opportunities? The anchors also reacted to dueling Apple calls: Bank of America downgrades the stock, while Rosenblatt upgrades it. Also in focus: Cleveland Fed President Loretta Mester on inflation and rates, What Blackstone President & COO Jonathan Gray told at "Delivering Alpha" and CarMax tumbles on an earnings miss, citing "affordability challenges." 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

Bouncing Back?, Stocks Rally off of the worst losses since the "Black Monday" Market Crash of 1987, First on Interview with Treasury Secretary Mnuchin: Carl Quintanilla, Jim Cramer and David Faber breakdown the massive moves in stocks, rallying Friday as Wall Street recovers some of the sharp losses in the previous session - the worst since the "Black Monday" market crash in 1987. Plus, a first on interview with Treasury Secretary Mnuchin as the White House and Congress close in on a Coronavirus bill. Secretary Mnuchin weighs in on the President's possible stimulus package and why he says for long term investors this is a "great investment opportunity." by Squawk on the Street

58 min listen

Win Streak Ends, "Powell Effect" In Focus, No "Power" for Stock Plummeting 35% 11/10/23: Carl Quintanilla, Jim Cramer and David Faber discussed the markets looking to rebound one day after this year's longest win streaks for the S&P 500 and Nasdaq came to an end. Hawkish comments by Fed Chair Powell and a lackluster Treasury auction combined to spark Thursday's decline. The anchors also reacted to shares of Plug Power plunging more than 35% on a quarterly miss and supply warning. Also in focus: Treasury Secretary Yellen meets with China's vice premier, billionaire investor Ron Baron on Tesla in China, rough day for Trade Desk, Diageo and luxury stocks, market bright spots, what media pioneer John Malone told David about Rupert Murdoch. Squawk on the Street Disclaimer by Squawk on the Street

41 min listen

Markets & Earnings: Netflix Surges, P&G Beats, United Shares Take Flight, But Yields Also Rise. 10/19/22: After a two-day market rally, Carl Quintanilla, Jim Cramer and David Faber led off the show with Netflix shares surging on much bigger-than-expected subscriber growth. Is the worst over for the stock? The anchors also reacted to earnings beats from the likes of Procter & Gamble, Travelers and United Airlines -- the legacy carrier also raising guidance due to stronger travel demand. The anchors explored what investors should make of Wednesday’s market tug-of-war, with rising bond yields offsetting upbeat earnings news. Also in focus: Fed presidents on inflation and rate hikes, bracing for Tesla's after-the-bell earnings, what Third Point's Dan Loeb told David about Disney, Adobe jumps and Generac tumbles. by Squawk on the Street

43 min listen

Bracing for the Fed, Defense Stocks and Crude Jump on Putin Comments, and Big Bank CEOs Head to the Hill 9/21/22: Carl Quintanilla, Jim Cramer and David Faber discussed what investors need to know ahead of Wednesday's Fed interest rate hike decision and statement. Ahead of President Biden's speech to the United Nations General Assembly, the anchors reacted to Russian President Vladimir Putin accusing the West of "nuclear blackmail" and announcing a military draft for the war in Ukraine. Defense stocks and crude oil prices jumped on his remarks. Also in focus: CEOs of the biggest U.S. banks head to Capitol Hill to testify before House lawmakers, Salesforce Chair & Co-CEO Marc Benioff and Nvidia CEO Jensen Huang talk to CNBC, and Charter's Tom Rutledge to step down as CEO. by Squawk on the Street

43 min listen

Recession Fears and the Markets, Cramer vs. the Downgrade Parade, Twitter's Letter Slams Musk, Gap CEO Steps Down and Bill Ackman's SPAC Setback. 7/12/22: Carl Quintanilla, Jim Cramer and David discussed stock market moves and oil prices falling amid inflation and global growth worries, dollar-euro parity and investors looking ahead to this week's inflation data and bank earnings. Cramer speaks out about the "endless" downgrades on Wall Street and why the "sell everything" approach is the wrong instinct. The anchors also reacted to Twitter's letter to Elon Musk: The company slamming his attempt to abandon their $44 billion deal as "invalid and wrongful." Also in focus: Gap CEO Sonia Syngal steps down, PepsiCo's earnings beat, Billionaire investor Bill Ackman winds down his $4 billion SPAC, bitcoin back below $20,000, plus Cramer and Mark Zuckerberg in the metaverse. by Squawk on the Street

44 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

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

Stocks Pummeled, Heading Toward the Worst Week Since the Financial Crisis, Coronavirus Contagion Fears: Carl Quintanilla, Jim Cramer and David Faber on where to put your money to work as stocks continue to tumble. Markets are having their worst week since the financial crisis, as worries over the coronavirus and its impact on the economy continue to rattle investors. Jim Cramer on his “Stay-At-Home” stocks investors can pick from in this environment. Investors continue adding to their bond-market exposure and fleeing equities. The benchmark U.S. 10-year Treasury yield touching a fresh record low. by Squawk on the Street

57 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

Retail Sales Surge, China's Surprise Rate Cut, Fitch Warns On Banks 8/15/23: Carl Quintanilla, David Faber and Jim Cramer discussed stocks under pressure after China's central bank announced a surprise rate cut, in wake of disappointing economic data in that country. Jim explained why investors should focus on the "good ole USA" instead of China's economy. Fed rate fears also weighed on the markets after government retail sales data for July beat expectations. Home Depot's quarterly results also exceeded consensus estimates. Also in focus: Fitch told CNBC it may be forced to downgrade banks, Warren Buffett's Berkshire Hathaway bets on homebuilders, the Nvidia rally, a provocative Financial Times headline about Cramer. Squawk on the Street Disclaimer by Squawk on the Street

43 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

Fed Meeting Day One, Cramer Sounds Off About Paul Tudor Jones' Take On Powell, Musk's Twitter Financing, and CEOs Answer the Recession Question. 5/3/22: Carl Quintanilla, Jim Cramer and David Faber explored what's ahead for the markets as the Fed kicks off a two-day policy meeting. Jim spoke out forcefully in reaction to comments Paul Tudor Jones made on CNBC: The legendary investor said he would advise Fed Chair Jerome Powell to "look for another job." The anchors also discussed where to find pockets of strength in this market. Also in focus: Elon Musk reportedly in talks to revise financing for his Twitter deal, Earnings movers from Expedia to Paramount Global, plus highlights from the Milken Institute Global Conference -- including what the CEOs of Goldman Sachs, Carlyle and Apollo Global Management told David about the Fed and the possibility of a recession. by Squawk on the Street

43 min listen

New Market Week, Yellen's Debt Ceiling Warning, Buffett on Banking Crisis and Apple 5/8/23: Carl Quintanilla, Jim Cramer and David Faber explored what to expect from the markets this week, with key inflation data, the debt limit standoff and earnings in the mix. The anchors discussed Treasury Secretary Janet Yellen's warning of "economic chaos" and a constitutional crisis if Congress fails to lift the debt ceiling. Carl, Jim and David also reacted to comments Warren Buffett made Saturday at Berkshire Hathaway's annual shareholder meeting -- everything from the banking crisis to the strength of Apple. Also in focus: Stifel ups its S&P 500 price target to 4,400, PacWest extends its rebound after announcing a dividend cut, Catalent sinks, Cramer on Nelson Peltz and Estee Lauder. Squawk on the Street Disclaimer by Squawk on the Street

43 min listen

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Volatility & The Market Whipsaw, A Biden Boost for Wall Street & “Death of Value Investing”

Volatility & The Market Whipsaw, A Biden Boost for Wall Street & “Death of Value Investing”

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