Uncertainty, Volatility & The Continued Coronavirus Headwinds for Wall Street

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

Stocks Pull Back, Xerox’s HP Board Proposal & Southwest Airlines CEO Exclusive: Carl Quintanilla, David Faber & Jim Cramer discuss today’s market pullback as well as earnings from Procter & Gamble, Comcast, Travelers & more. Plus Xerox nominates full slate of directors to replace HP Board, David’s latest reporting on the proxy fight. And Southwest Airlines CEO Gary Kelly exclusively discusses the ongoing headwinds from the 737 Max crisis, “there’s nothing to be happy about.” by Squawk on the Street

52 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

RETAIL ROUT, TECH STOCKS RALLYING, VAPING CRACKDOWN: Carl Quintanilla, Jim Cramer and David Faber on the tough day for retail. Home Depot & Kohl’s sinking after cutting their outlooks and comps forecasts. Plus, Cramer’s take on the trade war why he’s saying the President wants ideological change in China. And vaping crackdown. California & Los Angeles county suing JUUL Labs, alleging the brand targeted young people through advertising and failed to give warnings about the health risks. by Squawk on the Street

43 min listen

Markets, the Consumer, the Fed Effect, Bed Bath Plunges and Snap Surges 8/31/22: On a busy final trading day of August, Carl Quintanilla, Jim Cramer and David Faber discussed the markets in the midst of a three-day losing streak -- as Fed officials double down on saying they'll do what it takes on the interest rate front to battle inflation. The anchors explored the impact of slowing consumer and corporate demand on the likes of HP Inc., Chewy, PVH and Seagate. Also in focus: Shares of Bed Bath & Beyond down double-digits after announcing a turnaround plan including new financing commitments, store closings and job cuts, Snap's restructuring announcement gives the stock a boost, Goldman Sachs lifting COVID-19 requirements in most of its offices, and the FDA authorizes Pfizer and Moderna's updated booster shots targeting the Omicron variant. by Squawk on the Street

46 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

Stocks Slump, Big Banks Report, Airlines Aid, Abbott Antibody Test: Carl Quintanilla, Jim Cramer and David Faber discuss the slump for stocks as the big banks report results. Citigroup, Bank of America and Goldman Sachs all reporting this morning. Profit at all three tumbling over 44%. The big four U.S. airlines, Delta, American, JetBlue and Southwest reaching a deal with the Treasury Department for portions of $25 billion in payroll grants to help weather the coronavirus. Abbott Labs announcing a new antibody test that could handle up to 20 million screenings in June. by Squawk on the Street

49 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

Target Slumps on Warning, Kohl's Surges on Takeover Talks, Apple WWDC Takeaways, Plus Big Oil: Is Exxon Cheap? 6/7/22: Carl Quintanilla, Jim Cramer and David Faber led off the show with shares of Target down sharply on a margin warning, as the company plans to reduce excess inventory. The stock dragged both the retail sector and broader markets lower. Cramer weighed in on Target CEO Brian Cornell's leadership and delivered a message for analysts who cover the stock. Shares of Kohl's up double-digits after confirming it is in talks to be acquired by The Vitamin Shoppe parent Franchise Group. Also in focus: The gasoline price surge, why one firm says ExxonMobil shares are cheap, assessing Apple's developers conference unveils, Netflix losing two-thirds of its value this year, and Texas vs. Twitter. by Squawk on the Street

43 min listen

Turnaround Tuesday, Bouncing Back from Wall Street’s Biggest Rout Since 2008, Stimulus Hopes: Carl Quintanilla, Jim Cramer and David Faber breakdown the massive market swings. Stocks rallying as Wall Street tries to rebound from its worst day since the financial crisis. Investors cheering potential stimulative measures to stem the economic downturn from the coronavirus. Delta, American Airlines, Southwest, United Air Lines and JetBlue all on watch, as travel continues to be impacted by virus concerns. Major airlines extending waivers for ticket change fees through April and more news emerging as the major airline CEOs present at a JPMorgan Chase investment conference. American announcing that it will cut flights even further, including a 10% reduction in international capacity. Delta also says it’s making broad cuts to its network as the virus drives down demand. Delta is also instituting a hiring freeze and offering voluntary, unpaid leave. by Squawk on the Street

54 min listen

Coronavirus Fears, David Tepper Speaks to Cramer, Zuckerberg: Piss off a lot of People: Carl Quintanilla, Jim Cramer and David Faber discuss the big swings in the market. The Dow jumping as gains accelerate, taking back half of Friday's 600-point rout. Plus, David Tepper speaks to Cramer, why he says the Coronavirus quote 'may be a game changer' for the market. Plus, shares of Nike popping after two upgrades from UBS and JPMorgan. And why Facebook's CEO Mark Zuckerberg says his company's new approach is quote "going to piss off a lot of people." by Squawk on the Street

43 min listen

Dow Gains 580 Points, Honeywell CEO, Restaurant Brands CEO, And COVID-19 Index Update: The Dow rallied today despite fears over coronavirus surges across the U.S. and Jim Cramer is breaking down today's market moves. Then, as Honeywell moves to a software oriented portfolio, how could the new company perform in a new normal? CEO Darius Adamczyk checks in with Cramer to discuss how short-term COVID-19 challenges and long-term structural changes might impact the stock going forward. Then, Restaurant Brands CEO Jose Cil breaks down what reopening might look like for their brands- Burger King, Popeye's and Tim Hortons. Plus, Cramer's updating you on additions and changes to his COVID-19 index as pandemic-induced volatility continues to shake the market. by Mad Money w/ Jim Cramer

47 min listen

Coronavirus Fears Spreading, Earnings Boost the Dow, Sources Say Sprint, T-Mobile Unlikely to Appeal Judge’s Ruling: Carl Quintanilla, Jim Cramer and David Faber discuss the latest on the Coronavirus. The illness is continuing to spread, as the death toll rises to 26 with more than 900 confirmed cases worldwide. Shanghai Disney closes its doors in attempt to contain the spread of the deadly virus. McDonald’s suspending business in five cities in China. And the major averages in the green getting a boost from Intel and American Express. David Faber reports sources say Sprint and T-Mobile are highly unlikely to appeal a judge’s ruling, as the two attempt to close their deal. And on this day in 2006, Disney agreed to acquire Pixar for $7.4 billion dollars. by Squawk on the Street

43 min listen

Nextdoor CEO, GSK Investor Day Preview & CNH Industrial CEO: The Dow rose 69 points today and Jim Cramer’s giving investors an update on where the market's headed as it bounces back from its recent declines. Then, Nextdoor CEO Sarah Friar talks about the launch of the app's new COVID-19 vaccine map and how the company is impacting communities. Next, Cramer’s giving you the lowdown on British pharma giant GlaxoSmithKline ahead of its investors day event tomorrow to let shareholders know what they should be looking out for. And, after announcing its purchase of Raven Industries, CNH Industrial CEO Scott Wine checks in with Cramer to learn more about the acquisition. by Mad Money w/ Jim Cramer

44 min listen

6-Week Win Streak, Deals in Focus, Top 2024 Airline Pick 12/11/23: Carl Quintanilla, Sara Eisen and David Faber kicked off the hour by discussing the markets, riding a 6-week win streak; This as investors get ready for a big week ahead with another CPI print and Fed meeting on deck. The anchors then shifted to a slew of M&A news, including Occidental Petroleum buying Permian producer CrownRock for $12 billion. Faber also broke down Cigna calling off its pursuit of Humana, and planning for a $10 billion stock buyback. Also in the mix; TD Cowen analyst Helane Becker discussed why she chose Delta Air Lines as her top 2024 pick in the sector, saying the company is “differentiating itself from the peer group.” Squawk on the Street Disclaimer by Squawk on the Street

43 min listen

Jobs Report Reaction, A Holiday Lulu, Amazon CEO on Dangers of AI, Honeywell CEO Exclusive 12/8/23: Carl Quintanilla, Jim Cramer and David Faber discussed what investors should make of the better-than-expected November jobs report ahead of next week's Fed meeting -- and as the stock markets aim for a six-week win streak. Retail and the consumer also in the spotlight: Lululemon posted a Q3 revenue beat but holiday quarter guidance came in soft. Also in focus: What Amazon CEO Andy Jassy told Cramer about the dangers of AI, Honeywell CEO Vimal Kapur joined the program to discuss his company's $5 billion acquisition of Carrier's security business, anchors react to Paramount's rally, mortgage rates hit a four-month low. Squawk on the Street Disclaimer 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

Fed Rally Fuels Dow 37K, Apple's Record High, Southwest Airlines CEO Exclusive 12/14/23: Carl Quintanilla, Jim Cramer and David Faber focused on the extended Fed-fueled rally in stocks, one day after the central bank announced its pivot toward potential rate cuts in 2024. The Dow coming off its first-ever close above 37,000. Apple hits a fresh record high. Cramer highlighted certain stocks to emphasize what he said the rally is all about. Also on the program: November retail sales upside surprise, Southwest CEO Bob Jordan at Post 9 on holiday travel and the airline's 2024 outlook, Moderna surges, Adobe slides, Tesla and its dancing robots. Squawk on the Street Disclaimer by Squawk on the Street

43 min listen

Pullback After the Tech Rebound, More 737 MAX-9 Pressure On Boeing, CEOs Weigh In On Obesity Drugs 01/09/24: Carl Quintanilla, Jim Cramer and David Faber explored what to make of stocks under pressure the morning afterthe Nasdaq's best one-day performance since November -- and a fresh all-time high for Nvidia.Boeing shares extended Monday's losses on new developments surrounding the grounding of its 737 MAX-9 jets. The anchors discussed what pharma CEOs told Cramer at the J.P. Morgan Healthcare Conference, especially when it comes to the burgeoning obesity drug market. Also in focus: Netflix downgraded, the impact of Samsung's profit missand guidance on mega-tech and the chips, HPE said to be in talks to acquire Juniper Networks, Match Group's date with activism. Squawk on the Street Disclaimer by Squawk on the Street

43 min listen

Markets Extend Losses, Dimon and Gorman in Davos, Low Tide for P&G, Bracing for Netflix Earnings 1/19/23: Carl Quintanilla, Jim Cramer and David Faber discussed the markets extending Wednesday's losses amid investor concerns about growth. The anchors reacted to comments made to CNBC by two big bank CEOs at the World Economic Forum in Davos, Switzerland: JPMorgan Chase's Jamie Dimon said he expects interest rates to rise above 5%, while Morgan Stanley's James Gorman expressed his belief that inflation has "clearly" peaked. Procter & Gamble shares fall on quarterly results as the company faces headwinds from rising costs. Also in focus: What to expect from Netflix's after-the-bell earnings, a double downgrade for Charles Schwab, shares of Discover slide on the company's outlook for credit card charge-offs. Plus -- is now the time to buy Boeing? by Squawk on the Street

44 min listen

Stocks Bounce, Market Attempts to Recover from its Worst Drop in 2 Years, Mastercard’s Coronavirus Warning, Vaccine Coming?: Carl Quintanilla, Jim Cramer and David Faber breakdown the big swings in the market. Stocks jumping at the open as Wall Street tries to shrug off its worst day in two years. Experts still urging caution over the coronavirus, as cases outside of China continue to rise. Mastercard warns about the potential impact of the virus on its 2020 results, sending their shares down. The company also naming its Product Chief Michael Miebach as CEO, as Ajay Banga moves to Executive Chairman. Home Depot driving Dow gains, rising after earnings beat, the CEO says investments are paying off. Shares of Moderna skyrocketing after announcing it has shipped a coronavirus vaccine to U.S. government researches for study, with the first clinical trial expected by the end of April. Plus, David Faber breaks down HP’s earnings and what the company’s CEO is saying about Xerox’s proposal. by Squawk on the Street

43 min listen

Geopolitical Risks, Xerox Courts HP & ”Woke” Hollywood: David Faber & Jim Cramer discuss the geopolitical risk for your portfolio: stocks falls for second straight session, gold surges to a more than 6-year high & oil continues to rise as Middle East tensions remain high. And David’s latest reporting on Xerox and its HP takeover push, just what the printer/copier company is doing to get HP to the negotiating table. Plus the Apple and big tech punching bag at the Golden Globe Awards. by Squawk on the Street

43 min listen

Caterpillar CEO, Pioneer Natural Resources & Chubb CEO 4/27/23: Stocks rose after weaker-than-expected GDP data and Jim Cramer is breaking down the importance of picking stocks in a volatile market. First, Caterpillar fell on an earnings beat and investor fears about peak demand - Cramer's talking to CEO Jim Umpleby to gauge the cyclical industrial space as recession fears loom. Then, Pioneer Natural Resources announced that CEO Scott Sheffield will step down and President & COO Rich Dealy will move into the role and Cramer's digging deeper into the leadership change with both execs. Plus, Cramer's exclusive with Chubb CEO Evan Greenberg. Mad Money Disclaimer by Mad Money w/ Jim Cramer

45 min listen

JPM a Big Bank Earnings Winner, Boeing Shares Slide, Weak Retail Sales 4/14/23: Carl Quintanilla, Jim Cramer and David Faber broke down the earnings from banks including JPMorgan Chase, Citi and Wells Fargo -- along with BlackRock and regional player PNC -- and how the recent banking turmoil fits into the picture. JPM shares topped both the S&P 500 and the Dow, but Boeing shares took a hit. The jet makerwarned it will likely reduce 737MAXproduction and deliveries,due to a parts issue involving supplier Spirit Aerosystems-- whose shares fell by double digits. Also in focus: March retail sales declined by 1% -- twice as weak as economists had been expecting, UnitedHealth's Q1 beat and raised guidance, plus what’s behind the slump in EV stocks. The cast and creators of Amazon's "The Marvelous Mrs. Maisel" joined Carl on the NYSE floor after ringing the opening bell. Squawk on the Street Disclaimer by Squawk on the Street

42 min listen

Rates Rock Stocks, Apple Downgraded, Largest-Ever U.S. Healthcare Strike 10/4/23: Carl Quintanilla, Jim Cramer and David Faber started the show discussing stocks trying to bounce back after the Dow suffered its worst day since March with Treasury yields still hovering around multi-year highs. The group also hit Apple, which got downgraded to “sector weight” at KeyBanc; The firm cited high valuations and concerns over soft growth in the United States as the main catalysts behind its call. Apple shares are down double digits over the past 3-months, is now a good time to get in? After the opening bells, the anchors also talked about more than 75,000 Kaiser Permanente workers going on strike, amid a simmering dispute over staffing levels. Squawk on the Street Disclaimer by Squawk on the Street

43 min listen

FedEx’s Global Recession Warning, GE’s Supply Chain Woes, Paramount CEO Bob Bakish 9/16/22: Carl Quintanilla, Jim Cramer and David Faber discuss the market selloff, picking up steam, after a stark warning from the CEO of FedEx. Raj Subramaniam joining Jim on “Mad Money” warning of a global recession, “I think so. But you know, these numbers, they don’t portend very well.” Shares of FedEx hammered after results missed on both the top and bottom lines. The company also withdrew its full-year guidance and announced significant cost-cutting measures including deferred hiring and shutting 90 offices and five corporate offices. Jim and David hone in on GE for the “Mad Dash” after the company said supply chain issues continued to weigh on the third quarter. Carl, Jim and David break out the other big movers of the morning including Uber, NCR, Apple, Huntsman and Tesla. David gives a sneak peak of his interview with Paramount CEO Bob Bakish, singing a more optimistic tune about the ad marke by Squawk on the Street

43 min listen

Fed Slashes Rates, Combatting Coronavirus Slowdown & Market Whipsaw: Carl Quintanilla, Jim Cramer and David Faber breakdown today’s emergency rate cut from the Federal Reserve to combat a coronavirus-related economic slowdown. Plus today’s massive market whipsaw as investors digest the Fed’s historic announcement and news from G-7 countries promising to use “all appropriate” policy tools. by Squawk on the Street

59 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

Apple Loses Its Crown, Disney "Minus", Beyond Meat Beatdown, The Coinbase-Bitcoin Blues, and Market Bright Spots 5/12/22: With the Dow in the midst of a five-day losing streak, Carl Quintanilla and Jim Cramer focused on market volatility and pressure, especially on the tech sector as Apple loses the title of "world's most valuable company" to Saudi Aramco. Where can you find value in this market? Also, Disney shares fall after the company posts an earnings miss despite bigger-than-expected streaming subscriber growth for Disney+. Cramer sounds off about Wall Street's reaction to Disney's earnings call. The anchors also weighed in on Beyond Meat's weaker-than-expected quarterly results, sending the stock below its 2019 IPO price. Also in focus: Producer price inflation at 11%, Coinbase and bitcoin extend losses, double downgrades for Ford and GM, plus what's driving gains among names in the retail sector. by Squawk on the Street

43 min listen

All About Records, Twitter Soars/Peloton Plummets & No (Casper) Sleep Till Public: Carl Quintanilla, David Faber & Jim Cramer discuss the record rally for stocks, Wall Street dismissing potential virus headwinds as both the Dow and S&P hit all-time highs, before pulling back. Plus, a tale of two tech stocks: Twitter soaring on strong user numbers, Peloton plummeting on a widening loss and slowing revenue. And Casper Sleep set to make its debut at the NYSE, pricing at the low end of the range, and far from its unicorn dreams. by Squawk on the Street

43 min listen

Discover this podcast and so much more

Uncertainty, Volatility & The Continued Coronavirus Headwinds for Wall Street

Uncertainty, Volatility & The Continued Coronavirus Headwinds for Wall Street

Description

Titles in the series (100)

More Episodes from Squawk on the Street

Related podcast episodes