Big Retail Reports, Capital One Buys Discover, Live: Adobe CEO 2/20/24

Final Trading Day of February, Target Beats, Meta Revs Up For AI Race 2/28/23: On the last trading day of February, Carl Quintanilla, Jim Cramer and David Faber explored what's ahead for stocks, with the major indices on track for their second negative month in three. Cramer highlighted "market distortions" worthy of your attention. The anchors also discussed Target's quarterly beat, cautious guidance and CEO Brian Cornell's comments to CNBC about "stubborn" inflation. On the AI front: BofA is out with its list of top AI picks -- and Mark Zuckerberg announced Meta is forming a new product group focusing on generative AI. Goldman Sachs CEO David Solomon told CNBC that anyone who runs a business should prepare for a "bumpy 12 to 24 months." Also in focus: Earnings winners and losers including Zoom, Workday and Norwegian Cruise. by Squawk on the Street

42 min listen

Microsoft's Nadella on OpenAI Drama, Pre-Black Friday Earnings, Countdown to Nvidia's Results 11/21/23: Carl Quintanilla, Jim Cramer and David Faber explored the latest developments surrounding OpenAI's shakeup and firing of CEO Sam Altman. The anchors reacted to what Microsoft CEO Satya Nadella told CNBC about the ChatGPT parent. Retail earnings and the consumer also in the spotlight ahead of Black Friday: A look at why Lowe's and Best Buy shares fell and Dick's Sporting Goods was a bright spot. Also in focus: What to expect from Nvidia's after-the-bell earnings, Jeff Bezos sells Amazon shares, Chinese regulators conditionally approve the Broadcom-VMWaremerger deal, highlights of Cramer with mentalist Oz Pearlman. Squawk on the Street Disclaimer by Squawk on the Street

44 min listen

Busiest Week of Earnings, Coca-Cola’s Q1 Beat, Bed Bath & Bankrupt 4/24/23: Carl Quintanilla, Jim Cramer and David Faber began the hour with a look at the big earnings week ahead with 178 S&P companies getting ready to report, including some mega-cap tech names. The anchors also hit Coca-Cola’s latest quarter, after the company reported a beat on the top and bottom lines; results received a boost from price hikes and higher demand. For Cramer’s “Mad Dash” he hit Bed Bath & Beyond after the company filed for bankruptcy protection following its failed turnaround efforts. Later in the hour, David Faber had a “Faber Report” on the UK CMA’s final decision on the Microsoft-Activision deal due Wednesday. He also warned our viewers on the “highly questionable” $10/share bid that Getty received from Trillium Capital. Squawk on the Street Disclaimer by Squawk on the Street

44 min listen

Walmart Cuts Jobs, Lucid Hits the Brakes, Baba Beats 8/4/22: Carl Quintanilla and Jim Cramer started the show discussing the markets as Goldman Sachs published a new note warning investors of a potential move lower. They then shifted to the country’s largest employer, Walmart, announcing some job cuts after slashing its profit outlook just about a week ago. It was also another busy day for earnings, with names like Alibaba, Clorox and Paramount all on the move. The anchors also hit Coinbase, which announced a new partnership with Blackrock that will allow its institutional clients to buy bitcoin. Also in the mix: EV maker Lucid Motors dropped double digits at the open after cutting its production targets again amid logistic challenges. by Squawk on the Street

44 min listen

Debt Ceiling Talks and the Markets, Banking Turmoil and the Fed, Palantir's AI Surge 5/9/23: Jim Cramer and David Faber discussed what to make of the markets with the debt ceiling standoff in focus: President Biden and congressional leaders set for talks Tuesday afternoon. The anchors also focused on banking turmoil after the Fed warned of credit crunch risks. On the AI front: Shares of Palantir surged on the company's quarterly profit and upbeat guidance -- while Bernstein put out a note about Microsoft's AI “green shoots.’ Also in focus: Boeing receives a massive 737 MAX order from Ryanair, plus Alphabet as a Tuesday bright spot unlike names including PayPal, Skyworks and Lucid. Squawk on the Street Disclaimer by Squawk on the Street

44 min listen

New Market Week, Musk Interview Announcement, Adobe CEO on AI, Merger Monday 5/15/23: Carl Quintanilla Jim Cramer and David Faber led off the show with what investors can expect from the markets this week, ahead of earnings releases from major retailers and the resumption of debt ceiling talks in Washington. David announced that he will have a live interview with Elon Musk Tuesday night on CNBC. Adobe CEO Shantanu Narayen joined the program to discuss his company's foray into AI. Also in focus: "Merger Monday" including the largest-ever M&A deal in the gold mining industry, Shake Shack faces a proxy battle, Sarepta soars, plus why legendary investor Paul Tudor Jones told CNBC the Fed “could probably declare victory now.” Squawk on the Street Disclaimer by Squawk on the Street

44 min listen

Big Tech Layoffs: Microsoft to Eliminate 10,000 Jobs 1/18/23: Carl Quintanilla, Jim Cramer and David Faber engaged in a wide-ranging discussion about the big story of the morning: Microsoft confirmed it plans to cut about 10,000 jobs or 5% of its workforce, joining the ranks of tech giants implementing layoffs. The company also said it is taking a $1.2 billion charge in fiscal Q2 related to severance costs and other changes. Also in focus: Wholesale inflation eases but retail sales fall in December, Nasdaq aims for an eight-session win streak, Goldman Sachs CEO David Solomon's comments to CNBC about a potential "soft landing," United jumps on earnings and guidance, Microsoft and Activision one year after their $69 billion deal was announced. by Squawk on the Street

46 min listen

Cramer's Game Plan, House Minority Leader Kevin McCarthy, Mattel CEO & Skyworks CEO: The Dow closed up 115 points and Jim Cramer's giving you a special Monday edition of his game plan as earnings season heats up. Then, as discussions continue for another stimulus bill and the status of unemployment benefits, all eyes are on Washington and Cramer's talking to House Minority Leader Kevin McCarthy to get his perspective. And, what has Barbie been up to? Cramer's checking in with the CEO of Mattel, Ynon Kreiz, after the company reported earnings last week. Plus, where are we on the rollout of 5G? Cramer's talking to the CEO of Skyworks, Liam Griffin, to get an update on the semiconductor space and hear more about the company's latest earnings report. by Mad Money w/ Jim Cramer

46 min listen

Final Trading Day of May: Nasdaq's AI Rally, Debt Ceiling Vote Watch, China's Bear Market 5/31/23: Carl Quintanilla Jim Cramer and David Faber had lots to discuss on the final trading day of May: A strong month for the Nasdaq fueled by AI. The debt ceiling deal heads for a full House vote after clearing a key procedural hurdle. Chinese stocks are back in bear market territory as economic reports disappoint the markets. JPMorgan Chase CEO Jamie Dimon sends a message to Washington and Beijing during his visit to China. Also in focus: Shares of Advance Auto Parts plummet, a rough May for crude oil, earnings winners and losers, the upcoming Microsoft-Activision trial in the UK. Squawk on the Street Disclaimer by Squawk on the Street

44 min listen

Retail's Wild Ride, Microsoft's New Pitch to UK on Activision Deal, Arm's IPO Filing 8/22/23: Carl Quintanilla, Jim Cramer and David Faber led off the show with a look at retail earnings. Lowe's and Macy's beat on the bottom line, but shares of Dick's Sporting Goods tumbled after the company posted a big miss on profits and slashed guidance. The anchors explored the impact of theft and inventoryissues on the retail landscape. Also in focus: Microsoft's new Activision deal proposal to UK regulators, Softbank-owned chip designer Arm files to go public with an IPO many expect to be the biggest of 2023, Nvidia's new all-time high ahead of quarterly results due out after Wednesday's close of trading. Squawk on the Street Disclaimer by Squawk on the Street

43 min listen

Stocks Rebound, Lyft’s Typo Turnaround, Zuckerberg’s Vision Pro Review 2/14/24: Carl Quintanilla, Jim Cramer and David Faber kicked things off by breaking down the markets rebounding a day after the Dow suffered its biggest drop since March 2023. They also hit some of the big earnings reports with Airbnb, Robinhood, MGM, and Kraft Heinz all on the move. Another big mover post results was Lyft, which soared on strong Q4 numbers and guidance, but the stock initially skyrocketed 60% after the company’s initial press release had a major error. The CFO later corrected the mistake during the firm’s earnings call Tuesday. Before the opening bells, the anchors also chatted Mark Zuckerberg and his review of Apple’s Vision Pro. In a video posted to Instagram, Zuckerberg called Meta’s Quest 3 headset “the better value” and “the better product, period.” Squawk on the Street Disclaimer by Squawk on the Street

42 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

Markets Rally, Home Depot Jumps, Walmart Slumps, Musk's Bot Message to Twitter, and Citigroup Gets a "Buffett Bounce" 05/17/22: Jim Cramer and Scott Wapner delved into what's driving stocks sharply higher after Monday's choppy session. Shares of Home Depot jumped and Walmart shares tumbled in reaction to the retailers' respective quarterly results and guidance. The anchors discussed how certain stocks are indications of which CEOs are successfully executing their strategies versus those who are not. Also in focus: Elon Musk says his deal to acquire Twitter "cannot go forward" until he receives clarity about the number of fake accounts, Warren Buffett's big bet on Citigroup and what other billionaire investors are buying and selling, plus more earnings winners and losers as United leads the airline stock rally. by Squawk on the Street

44 min listen

M&A Monday, Big Week for the Markets, BofA: “Short U.S. Tech" in 2023. 12/12/22: Carl Quintanilla, Jim Cramer and David Faber led off the program with a busy day in M&A: Amgen agreeing to acquire Horizon Therapeutics in a deal valued at $27.8 billion, Thoma Bravo to take Coupa Software private in an $8 billion transaction and barbecue grill maker Weber agrees to a $2.3 billion buyout from BDT Capital. The anchors also explored what's at stake for the markets this week, with the Consumer Price Index due out Tuesday and the Fed's decision on interest rates scheduled for Wednesday. Also in focus: Bank of America says "Short U.S. Tech" is among its "Top 10 Trades for 2023," Tesla shares slump further as Elon Musk and Twitter remain in the spotlight, Goldman Sachs cuts RH to "Sell" as part of a wide-ranging retail sector call, plus the anchors remember the motion picture, "Wall Street" -- 35 years later. by Squawk on the Street

43 min listen

Banco Santander Executive Chair, 2021 Industrial IPOs & Nucor CEO 4/20/23: All three averages posted losses and Jim Cramer is helping investors make sense of the day's downturn. First, Cramer sits down with Banco Santander's Executive Chair, Ana Botín, at the NYSE to learn more about the company's new growth targets, the state of the global economy and more. Then, all week Cramer's been breaking down the 2021 Class of IPOs and tonight he's revealing the industrial names he's recommending. Plus, Cramer's after earnings exclusive with Nucor CEO Leon Topalian. Mad Money Disclaimer by Mad Money w/ Jim Cramer

45 min listen

Markets Rebound, Fed Tug-of-War, Cathie Wood's Recession View and Bitcoin Back Above $20K 9/27/22: The morning after the Dow slumped into bear market territory, Carl Quintanilla, Jim Cramer and David Faber discussed the markets looking to snap a five-session losing streak -- this as some Fed policymakers don't see eye-to-eye on how aggressively to hike rates. Cramer outlined what it would take for the bulls to feel comfortable in this environment. The anchors reacted to Ark Invest CEO Cathie Wood telling CNBC "We believe we are in recession." Also in focus: Bitcoin rises back above $20,000, the tech IPO drought, lots of electric vehicle news, Biogen's $900 million settlement and Hurricane Ian's impact on "big oil" production. by Squawk on the Street

43 min listen

OpenAI Shakeup: Company Ousts CEO Sam Altman, Microsoft Hires Him 11/20/23: Carl Quintanilla, Jim Cramer and David Faber led off the show with the tumultuous shakeup at ChatGPT parent OpenAI: The startup fired Co-Founder and CEO Sam Altman, who ended up being hired by Microsoft to lead its new AI research team. The anchors explored what it all could mean for OpenAI's valuation, the company's board in the crosshairs and Microsoft stock. Also in focus: The markets aiming for a four-week win streak with Nvidia earnings due out after Tuesday's close, The CEO of GM's "Cruise" autonomous car unit resigns, one year since Bob Iger's return to Disney as CEO, Boeing jumps on Deutsche Bank's upgrade. Squawk on the Street Disclaimer by Squawk on the Street

43 min listen

Game Plan, Micron CEO, Quantumscape CEO & Hyzon Motors CEO: The Dow climbed 172 points and the S&P closed at a record high to finish the trading week and Jim Cramer is giving investors his Game Plan for next week. Then, Micron Technologies CEO Sanjay Mehrotra checks in after an earnings beat to break down the most recent quarter. Plus, electric vehicles plays are some of the hottest names on Wall Street, and Cramer's got the top brass of two of the biggest players. Hyzon Motors CEO Craig Knight and QuantumScape CEO Jagdeep Singh dig deeper into their companies' biggest news, including Hyzon's upcoming public debut and QuantumScape's latest fundraising milestone with Volkswagen. by Mad Money w/ Jim Cramer

44 min listen

Earnings Parade Fuels Stocks: Coke, Verizon, 3M and GE Beat, RTX CEO Exclusive 10/24/23: Carl Quintanilla, Jim Cramer and David Faber discussed the markets rallying on a barrage of Q3 earnings reports: Coca-Cola, Verizon, 3M and General Electric among the companies exceeding estimates.Raytheon parent RTX surged after beating the street and announcing a $10 billion stock buyback program.RTX CEO Greg Hayes joined the program to discuss that news, along with developments surrounding the Israel-Hamas War and what they could mean for the defense contractor. Also in focus: General Motors beats but withdraws guidance due to the auto strike, what to expect from Microsoft and Alphabet when they report quarterly results after Tuesday's close of trading. Squawk on the Street Disclaimer by Squawk on the Street

47 min listen

Logitech CEO, Retail Earnings Lookahead & Booming Cyclicals 11/14/22: The averages slipped after posting two straight days of gains and Jim Cramer is examining what brought the indices lower. Then, Logitech CEO Bracken Darrell joins Cramer to talk about how the company is working to keep a hybrid workforce connected post-pandemic. Next, ahead of a big week for retail earnings, Cramer's sharing his expectations for some of the market's biggest retail names as they report. Plus, Cramer's take on the booming cyclical stocks and what their move higher means for the market. by Mad Money w/ Jim Cramer

45 min listen

Nvidia Surges and Forecasts AI Boom, Musk's California Engineering HQ, New Charges Against SBF 02/23/23: Carl Quintanilla, Jim Cramer and David Faber highlighted Nvidia shares leading the tech sector rally. The chipmaker posted better-than-expected quarterly results and issued upbeat guidance as it ramps up its artificial intelligence strategy. What does it all mean for companies betting on AI? The anchors also reacted to Elon Musk's comments about Tesla's new engineering headquarters in California as he does business in both the "golden state" and Texas. Also in focus: Jim previews his interview with JPMorgan Chase CEO Jamie Dimon, Lucid tumbles, FTX founder Sam Bankman-Fried gets hit with a superseding indictment, woes for pizza stocks, and Dan Loeb's Third Point launches a proxy battle vs. Bath and Body Works by Squawk on the Street

44 min listen

Adobe CEO, Breaking Down Lennar's Quarter & Criteo CEO 6/15/23: The Dow rose, reversing yesterday's losses, while the S&P and Nasdaq posted a 6th straight day of gains, and Jim Cramer is guiding investors through today's market action. First, Adobe climbed after posting an earnings and revenue beat - Cramer's talking to CEO Shantanu Narayen fresh off earnings to break down the numbers. Then, what can Lennar's quarter tell us about the Fed's next steps? Cramer's using the earnings report to gauge the housing sector. Plus, Cramer's exclusive with ad tech player Criteo. Mad Money Disclaimer by Mad Money w/ Jim Cramer

45 min listen

The Sell-off: Oracle and FedEx Aid Market Rebound, Bitcoin Extends Slump and Coinbase to Cut Jobs 06/14/22: Carl Quintanilla, Jim Cramer and David Faber discussed the markets looking to rebound after another day of massive selling: How investors should navigate the volatility amid inflation and recession fears, as Fed policymakers kick off their key two-day meeting. On the crypto front: Bitcoin slides to a fresh 18-month low and Coinbase announces plans to cut 18% of its workforce. The anchors also highlighted bright spots: Oracle shares surge after quarterly results beat the street -- and FedEx up sharply after hiking its quarterly dividend by 53% and adding new directors to its board. Also in focus: General Motors shares rebound back above their 2010 IPO price, Morgan Stanley's EV take on automakers and Continental Resources founder Harold Hamm offers to take the company private in a buyout. by Squawk on the Street

44 min listen

AMD Chipped, Under the $HOOD, PayPal Jumps 8/3/22: Carl Quintanilla and Jim Cramer began the hour by breaking down a slew of corporate earnings, including AMD. The chip giant beat on earnings, but the stock was under pressure after it issued a weak Q3 revenue outlook. Another company they hit was Starbucks, which topped Wall Street estimates, fueled by U.S. demand for cold drinks. The anchors then shifted to PayPal for the Mad Dash segment, as Elliott Management confirmed it has a $2 billion holding in the financial services company. Also in the mix: Robinhood announced it is cutting about 23% of its workforce. by Squawk on the Street

46 min listen

Patent pending ? — Blackberry sells their patents. Lynx Air takes the skies. And more brands are getting into the metaverse. by The Peak Daily

11 min listen

U.S. to Nvidia and AMD: Halt Top AI Chip Sales to China, Tech Leads More Selling, and An Exclusive With Campbell Soup's CEO. 9/1/22: After a rough August for stocks, Carl Quintanilla, Jim Cramer and David Faber explored where investors should put their money in September, with the major indices in the midst of a four-session losing streak on interest rate fears. Chip stocks under pressure after Nvidia and AMD said the U.S. imposed new licensing rules -- and told them to stop exporting and selling their top artificial intelligence chips to China. Campbell Soup shares down sharply in reaction to the company's quarterly results and guidance. CEO Mark Clouse joined the show exclusively to discuss earnings, inflation, pricing power and the supply chain. Also in focus: What's pressuring the biggest losers in the tech sector, crude oil slides, and U.K regulators scrutinize the Microsoft-Activision deal. by Squawk on the Street

44 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

Fed Decision Day, AMD Jumps Despite a Miss, Paramount "Minus" and Amazon Out of the $1T Club 11/2/22: Jim Cramer and David Faber led off the show with the markets anticipating another 75 basis point rate hike by the Fed Wednesday afternoon. Is it time for policymakers to moderate tightening? The anchors explored rotation out of big tech one day after Amazon closed below a $1 trillion market cap for the first time since 2020. AMD shares jumped despite weaker guidance and quarterly earnings below lowered analyst estimates. Hear what CEO Lisa Su said on AMD's earnings call. Also in focus: Earnings winners and losers, Paramount Global tumbling on a Q3 miss, the companies whose profits are being impacted by electricity costs, ADP jobs data exceed expectations, the "China effect" on Estee Lauder, and CVS, Walgreens and Walmart agree to a multi-billion dollar settlement of opioid lawsuits. by Squawk on the Street

44 min listen

Big Tech's Big Drag, Boeing and AMD CEOs on Q4 Results, Judge Voids Musk's $56B Pay Package. 01/31/24: Carl Quintanilla and Jim Cramer discussed Alphabet and Microsoft dragging the tech sector lower, despite both companies beating on quarterly results. Were Wall Street's guidance expectations too lofty? Boeing CEO Dave Calhoun joined the program to talk about the jet maker's narrower Q4 loss -- and decision to suspend guidance in wake of its 737 MAX-9 problems. AMD CEO Lisa Su offered her take on the chipmaker's Q4 results, AI strategy and sales forecast that weighed on the stock. Also in focus: A Delaware judge strikes down Elon Musk's $56 billion Tesla pay package, Fed decision day, Starbucks' earnings rally, Byron Allen's offer to acquire Paramount Global, Walmart's 3-for-1 stock split, social media CEOs head to Capitol Hill. Squawk on the Street Disclaimer by Squawk on the Street

49 min listen

Meta Plunges, Blue Chips’ Earnings Bounce, the CEOs of Southwest and ServiceNow and Musk's Message to Twitter Advertisers 10/27/22: Carl Quintanilla, Jim Cramer and David Faber led off the program with another large cap tech tumble: Facebook parent Meta Platfoms missing on earnings and disappointing Wall Street on guidance. The anchors reacted to Mark Zuckerberg's earnings call comments: He urged investors to be patient with his metaverse spending strategy. You'll want to hear Jim’s eye-opening take on Meta. Two CEOs appeared on the program: Southwest Airlines' Bob Jordan on record revenue and stronger travel demand -- and ServiceNow's Bill McDermott on quarterly results that sent the stock up double-digits. Also in focus: GDP returns to growth in Q3, Elon Musk’s tweet to Twitter advertisers on why he bought the company, blue chip earnings beats from the likes of Caterpillar and Honeywell, plus a breakdown of Credit Suisse's strategic overhaul. by Squawk on the Street

52 min listen

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Big Retail Reports, Capital One Buys Discover, Live: Adobe CEO 2/20/24

Big Retail Reports, Capital One Buys Discover, Live: Adobe CEO 2/20/24

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