Disney Wins Boardroom Battle: An Exclusive Interview With CEO Bob Iger 4/4/24

Nelson Peltz Interview: Activist Investor Speaks Out on Disney Proxy Fight, Board Seat Rejection. 01/18/24: Billionaire activist investor and Trian Partners CEO Nelson Peltz appeared on "Squawk on the Street." He responded to Disney's decision to reject his firm's nominees (including Peltz) for seats on the media giant's board. Peltz told Jim Cramer, David Faber and Carl Quintanilla that Disney is not being run properly and has underperformed the S&P 500 on every measure. He also slammed oversight of the company's board. Also in focus: Apple jumps on BofA upgrade, Humana tumbles and drags down health insurance rivals after cutting guidance, Sheryl Sandberg to depart Meta's board, job cuts at Alphabet, Nvidia's new year rally. Squawk on the Street Disclaimer by Squawk on the Street

52 min listen

Exclusive With Disney CEO Bob Iger, Nelson Peltz Says "The Proxy Fight Is Over" 2/9/23 by Squawk on the Street

55 min listen

Post-Fed Rally, Apple in the Crosshairs, Reddit CEO on IPO, Peltz Backed in Disney Proxy Battle 3/21/24: Jim Cramer and David Faber had a lot to discuss on a busy Thursday: Stocks hit fresh record highs after Wednesday's post-Fed meeting rally. Micron shares soared on AI-fueled guidance and a surprise profit, leading the chip sector higher.New regulatory headwinds for Apple. The anchors and Julia Boorstin spoke with Reddit CEO Steve Huffman about the social media company's IPO and public debut. A prominent proxy-services firm is backing Nelson Peltz in his battle with Disney. Also in focus: David's reporting on Paramount studio sale buzz, former President Trump's potential windfall, Jim's Thursday night "CNBC Leaders" special -- featuring his exclusive interview with Nvidia CEO Jensen Huang. Squawk on the Street Disclaimer by Squawk on the Street

52 min listen

John Malone Exclusive, Disney's Earnings Beat, Market Win Streak Watch 11/09/23: Carl Quintanilla, Jim Cramer and David Faber led off the show with Disney: The stock jumped on a Q4 earnings beat, streaming subscriber growth and cost-cutting plans. David spoke exclusively with cable pioneer and Liberty Media Chairman John Malone. They discussed everything from Disney and the future for ESPN, to streamers in a period of "rapid transition." David also interviewed Liberty Media CEO Greg Maffei at the company's annual "Investor Day" about the business of Formula 1, sports media rights and big tech. Also in focus: The S&P 500 and Nasdaq's long win streaks, earnings winners and losers including Arm Holdings -- out with its post-IPO results. Squawk on the Street Disclaimer by Squawk on the Street

48 min listen

CEO Tripleheader: Disney, Verizon and Adobe 9/15/22: As stocks try to rebound from Tuesday's big sell-off, Carl Quintanilla, Jim Cramer and David Faber discussed market reaction to an unexpected rise in August retail sales and the White House announcing a tentative labor agreement to avert a national railway strike. Adobe shares tumbled to become the morning's worst performer on the S&P 500. The company's CEO Shantanu Narayen joined the program after announcing quarterly results, guidance and a $20 billion cash-and stock deal to acquire online design startup Figma. David had a pair of exclusive interviews: Disney CEO Bob Chapek and Verizon CEO Hans Vestberg. Also in focus: Big gainers including Netflix on a Wall Street upgrade and Humana on raised guidance. by Squawk on the Street

46 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

Disney Stunner: Bob Iger Returns As CEO, Bob Chapek is Out 11/21/22: Jim Cramer and David Faber engaged in a wide-ranging discussion involving surprising news out of Disney: Bob Iger has returned to the company as CEO, replacing his successor, Bob Chapek. Disney shares surged on news of the shakeup. The anchors explored the challenges Iger will face. David also highlighted flashbacks of his interviews with Iger and Chapek. Also in focus: The China COVID-19 lockdown effect on oil prices, playing big tech, FTX's $3.1 billion dilemma, the Elon Musk-Twitter drama and Jim's eye-opening comments about investing in enterprise software stocks. by Squawk on the Street

42 min listen

AI Boosts Nvidia's Blowout Quarter, Powell One Day Away, T-Mobile US To Cut 5,000 Jobs. 8/24/23: Carl Quintanilla, Jim Cramer and David Faber engaged in a wide-ranging discussion about Nvidia: Shares surged to a record high on the company's blowout quarter and raised guidance due strong demand for AI chips. The future for interest rates also in the spotlight, as investors brace for Fed Chair Jerome Powell's Jackson Hole speech on Friday. Also in focus: T-Mobile US plans to lay off 5,000 employees, supplier defect weighs on Boeing, Dollar Tree's turn to experience retail pain, Snowflake's earnings beat. Squawk on the Street Disclaimer 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

Disney CEO Iger Exclusive, Markets' "Inflation Rally," Delta and PepsiCo Earnings Beats 7/13/23: Carl Quintanilla, Jim Cramer and David Faber engaged in wide-ranging discussions about highlights from David's exclusive interview with Disney CEO Bob Iger in Squawk Valley, Idaho -- everything from the company extending Iger's contract to serve as CEO through 2026 to the challenges facing the media giant. The anchors also discussed the markets extending their rally on another batch of inflation data: June PPI coming in cooler than expected after Wednesday's CPI was tamer than consensus estimates. Also in focus: Delta and PepsiCo each beating on quarterly results and raising guidance, The FTC to appeal a judge's ruling on the Microsoft-Activision deal, Amazon "Prime Day" numbers, Exxon Mobil to buy carbon dioxide pipeline company Denbury for $4.9 billion in stock. Squawk on the Street Disclaimer by Squawk on the Street

44 min listen

Post-Selloff Markets, Steve Cohen on AI, Pivotal Day for Disney 4/3/24: Amid investor concerns that the Fed could implement fewer rate cuts than expected this year, Carl Quintanilla, Jim Cramer and David Faber explored what to make of the markets' rough start to Q2. The Dow and S&P coming off their worst day in almost a month. The anchors also reacted to what billionaire hedge fund manager Steve Cohen told CNBC about AI and the markets. Also in focus: Disney shareholder meeting day with the company's battle against Nelson Peltz set to reach a conclusion, Intel shares take a hit, a stronger-than-expected ADP jobs report, Silver Lake to take sports and entertainment company Endeavor private. Squawk on the Street Disclaimer by Squawk on the Street

42 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

Fed Ahead of the "Hole", Housing Cooldown Worries and Retail Detail: Bed Bath Surges and Nordstrom Tumbles. 8/24/22: Carl Quintanilla, Jim Cramer and David Faber discussed markets, the Fed and potential rate hikes ahead of the Jackson Hole Economic Symposium set to begin on Thursday. The anchors reacted to Minneapolis Fed President Neel Kashkari's biggest fear when it comes to battling inflation. Housing cooldown concerns also in the spotlight after luxury homebuilder Toll Brothers lowered full-year deliveries guidance. Carl, Jim and David covered the bases on retail, including shares of Bed Bath & Beyond surging on a report stating the company had reached a financing pact, while Nordstrom shares tumbled on the department store chain’s outlook. Also in focus: Peloton strikes a deal to sell products on Amazon, T-Mobile U.S. nearing Verizon's market cap, a preview of after-the-bell earnings from Salesforce, Nvidia and Snowflake, plus David on Elon Musk vs. Twitter and what to expect from by Squawk on the Street

42 min listen

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

Nvidia CEO Exclusive, Intel CEO on Receiving CHIPS Act Funding, Fed Decision Day 3/20/24: Jim Cramer and David Faber led off the show with Nvidia and highlights from Jim's exclusive "Mad Money" interview with CEO Jensen Huang. The CHIPS Act also in the spotlight: Intel CEO Pat Gelsinger appeared one-on-one with Jon Fortt to talk about the billions of dollars in funding the company has been awarded. Jim and David discussed an excerpt from Cramer's interview on the CHIPS Act with Commerce Secretary Gina Raimondo, which is slated to air Wednesday night on "Mad Money." Also in focus: Fed decision day, Apple CEO Tim Cook visits China, Chipotle's 50-for-1 stock split. Squawk on the Street Disclaimer by Squawk on the Street

42 min listen

FTX Fallout Intensifies, Biden's High-Stakes Meeting With Xi, and Stocks After Their Best Week Since June. 11/14/22: Carl Quintanilla, Jim Cramer and David Faber kicked off the week with the latest on the fallout involving embattled crypto exchange FTX and its ripple effects. The anchors also reacted to President Biden's remarks about his meeting with China's President Xi from the G20 summit in Indonesia. Carl, Jim and David also discussed what's next for the broader markets following their best week since June. Two Disney stories: The company plans a hiring freeze and job cuts -- and "Black Panther: Wakanda Forever" earns $180 million in its domestic opening weekend. Also in focus: Jeff Bezos' comments on risk reduction and Elon Musk rejects former T-Mobile CEO John Legere's offer to run Twitter. by Squawk on the Street

46 min listen

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

51 min listen

Stocks Erase Monday's Losses, Starbucks CEO on the Coronavirus, Speaker Pelosi i on the Stimulus Bill: David Faber and Jim Cramer discuss the road ahead for stocks as they erase Monday's losses, surging at the open. Markets jumping on hope over a stimulus bill. House Speaker Nancy Pelosi joins "Squawk on the Street" to discuss the possibility of getting a deal done. Speaker Pelosi telling Cramer, there's 'real optimism' Congress can reach a stimulus deal in the next few hours. Plus, the CEO of Starbucks, Kevin Johnson weighing in on combating the virus and how he's positioning his company. by Squawk on the Street

54 min listen

Consumer Inflation Eases, Nelson Peltz "First on CNBC" on Disney Proxy fight 1/12/23: Carl Quintanilla, Jim Cramer and David Faber focused on two big stories: Key inflation data showing the December Consumer Price Index down 0.1% from November levels and easing year-over-year for a sixth consecutive month -- and Trian nominates activist investor Nelson Peltz for a seat on Disney's board. Peltz joined the program to discuss his proxy fight against Disney and the changes he would like to see at the Magic Kingdom. by Squawk on the Street

48 min listen

Q2 Playbook, Disney and Peltz Ramp Up Proxy Fight, Bears Claw At Tesla 4/1/24: Carl Quintanilla, Jim Cramer and David Faber explored how investors could profit in the second quarter after a bullish Q1. Where do the "Magnificent 7" fit into the picture? The anchors also discussed the latest on the Disney-Nelson Peltz proxy fight ahead of the media giant's crucial shareholder meeting on Wednesday. Also in focus: Countdown to Tesla's delivery numbers after a rough Q1 for the stock, AT&T's data leak, Trump Media shares slump -- what you need to know about warrants. Squawk on the Street Disclaimer by Squawk on the Street

41 min listen

Markets Rally on Inflation Data, Oracle CEO Exclusive, Big Win for Microsoft-Activision 7/12/23: Carl Quintanilla and Jim Cramer discussed the cooler-than-expected June CPI inflation data that resulted in fresh 52-week highs for both the S&P 500 and Nasdaq. Are the markets overbought? In an exclusive, Jim interviewed Oracle CEO Safra Catz on the floor of the NYSE after her company rang the opening bell. Also in focus: Microsoft and Activision after a federal judge rejected the FTC and gave the companies’ merger deal a green light, Domino’s shares surge on the company’s partnership with Uber, playing the “Magnificent 7” stocks, Jamie Dimon on Fed tightening, a look ahead to David Faber’s exclusive interview with Disney CEO Bog Iger from Sun Valley, Idaho on Thursday. Squawk on the Street Disclaimer by Squawk on the Street

44 min listen

Splunk CEO, Zoetis CEO & Fortune Brands CEO 5/25/23: The Dow fell while the S&P and Nasdaq rose and Jim Cramer is breaking down Nvidia's quarter and guidance as the stock jumped 24% today, pulling the entire tech space higher. First, Splunk posted an earnings beat alongside a surprise profit yesterday and Cramer is getting a read on the quarter with CEO Gary Steele. Then, are there profits to be found in the pet care space? Cramer's talking to Zoetis CEO Kristin Peck after the company's investor day. Plus, Cramer's sit-down with Fortune Brands CEO Nicholas Fink from CNBC's CEO Council Summit. Mad Money Disclaimer by Mad Money w/ Jim Cramer

45 min listen

The Battle Over Disney’s Board by The Journal.

19 min listen

Target Surges, Disney and Activism, Markets Extend Post-CPI Rally 11/15/23: Carl Quintanilla, Jim Cramer and David Faber kicked off the show with Wednesday's biggest gainer on the S&P 500:Shares of Target surged as a Q3 earnings beat and holiday quarter guidance overshadowed a sales decline. David reported that according to sources, activist investor ValueAct has taken a stake in Disney. The anchors also discussed the big post-CPI rally extending its gains, as the Producer Price Indexfell in October from the previous month. Also in focus: Biden-Xi meeting day, “Magnificent 7” moves, October retail sales decline, TJX among the earnings winners, a setback for the UAW-GM labor agreement. Squawk on the Street Disclaimer by Squawk on the Street

44 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

His Heart May Go On, But His Name Won't: As seen on "The Greg Gutfeld Show" Fox & Friends co-host and host of The Brian Kilmeade Show Brian Kilmeade, FOX Business Network Anchor Dagen McDowell, host of Kennedy on FOX Business Network Kennedy and co-host of the podcast "Tyrus and Timpf" Tyrus join Greg to discuss the Capitol riot, the threat of inflammatory rhetoric and where the country moves on from here. Later, Greg and the panel discuss a story about a man who changed his name to 'Celine Dion' after a drunken night of partying. Follow Greg on Twitter: @GregGutfeld by The One w/ Greg Gutfeld

16 min listen

All About the Ads: Viewers may hate them, but ads are the future everywhere we go online. For investors that might be a good thing. Tim Beyers and Deidre Woollard discuss: - If Disney’s price increases will push subscribers to the ad tier. - Just how popular sports... by Motley Fool Money

34 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

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

Nvidia CEO's AI Message, Musk Defends Ketamine Use, Cleveland-Cliffs CEO on U.S. Steel 3/19/24: Jim Cramer and David Faber engaged in wide-ranging discussions about Nvidia’s unveiling of its new AI chips and "Blackwell" platform -- setting the stage for Jim's exclusive interview with Nvidia CEO Jensen Huang at the company's developers' conference. The anchors reacted to Elon Musk defending his use of the drug ketamine, in comments he made during an interview with former CNN host Don Lemon. David spoke exclusively with Cleveland-Cliffs CEO Lourenco Goncalves about the Nippon Steel-U.S. Steel deal. Also in focus: Unilever plans a spinoff of its ice cream business including Ben & Jerry's, George Lucas backs Bob Iger in Disney’s proxy battle with Nelson Peltz and Trian, Fed meeting day one, Bank of Japan ends negative interest rates. Squawk on the Street Disclaimer by Squawk on the Street

45 min listen

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Disney Wins Boardroom Battle: An Exclusive Interview With CEO Bob Iger 4/4/24

Disney Wins Boardroom Battle: An Exclusive Interview With CEO Bob Iger 4/4/24

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