Squawk on the Street

Latest Episodes:

SOTS 2nd Hour: Steeling For More Tariffs, The Energy Outlook - Plus: CEOs of Hilton and Bristol Myers Squibb 6/2/25 Jun 02, 2025

Show notes

Another day of tariff headlines:

President Trump vowing to double duties on steel and aluminum imports starting as soon as this week… Sara Eisen and Carl Quintanilla broke down the latest out of Washington – including news crossing that Trump is likely to speak with China’s President Xi about trade this week. Evercore’s Julian Emanuel warning: brace for volatility either way, breaking down what all the headlines mean for broader markets. Plus: gas prices popping higher on new OPEC+ headlines – Paul Sankey joined the team at Post 9 with his predictions on the road ahead.

Also in focus: a number of reads from the frontline – be it pharma or hospitality – as the CEO of Bristol Myers Squibb joins the broadcast from the world’s largest cancer conference (ASCO) to talk their new drug partnership with BioNTech… while the CEO of Hilton discussed what he’s seeing when it comes to international demand - and whether trade tensions are a real headwind here.

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June Playbook, Trade Tensions, Tesla Extends European Sales Slump 6/2/25 Jun 02, 2025

Show notes

On the first trading day of June, Carl Quintanilla and Jim Cramer discussed what's ahead for stocks after the best May for the S&P 500 since 1990.

The anchors also discussed trade tensions: China hits back at President Trump's characterization of trade talks between Beijing and the White House.

Steel stocks surge after Trump announced he will double tariffs on imported steel to 50-percent. Also in focus: Tesla's European sales tumble again,

Elon Musk vs. the Trump tax and spending cuts bill, Brian Sullivan live from Alaska on the pros and cons surrounding the state's $38 billion natural gas pipeline project.

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Cramer's Morning Take: Goldman Sachs & Wells Fargo 5/30/25 May 30, 2025

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Cramer explains why a rebound in M&A and IPOs is good for these financial stocks. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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SOTS 2nd Hour: Tariffs Latest, PCE Takeaways, & JPMorgan’s Retail Playbook 5/30/25 May 30, 2025

Show notes

The Fed’s preferred inflation measure – PCE – coming in as expected this morning as tariff whiplash continues: Carl Quintanilla, Sara Eisen, and David Faber broke down the numbers, along with the latest on the trade front (including a live reaction from Beijing to the President’s new claims China’s “totally violated” their agreement with the US). Charles Schwab’s Chief Investment Strategist arguing: don’t watch trade, but the jobs report next week… Hear why. Plus: a look at the Fed’s next steps from here according to Former Fed Vice Chair Alan Blinder.

Also in focus: retail wreckage, as Gap becomes the latest name to slump on big tariff impacts… Top retail analyst Matthew Boss broke down the stocks he’d buy – and avoid – here; Regeneron shares on pace for their worst day since 2011 on new drug trial results; a look at one key part of the VC economy that’s coming under pressure due to policy; and more on what’s driving Hamptons rental demand to low tides.

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Trump Slams China on Tariffs, Tamer Inflation Data, Bulls Rule in May 5/30/25 May 30, 2025

Show notes

Capping a strong month of May for stocks, Carl Quintanilla, Jim Cramer and David Faber led off the show with market reaction to President Trump's social media post in which he accuses China of "totally" violating its agreement with the U.S. on tariffs. The president's post comes one day after a federal appeals court's temporary reinstatement of his sweeping tariffs that had been blocked by a lower court. The anchors discussed what the CEOs of Costco and Gap said about prices and tariff mitigation in connection with earnings. Also in focus: Milder-than-expected PCE inflation data, Dell earnings, Netflix's record run, How Uber shares have fared since David's interview with Elon Musk.

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Cramer's Morning Take: Nvidia 5/29/25 May 29, 2025

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Cramer reacts to this AI chip giant’s latest earnings.

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SOTS 2nd Hour: Tariffs Whiplash: Latest Developments, GDP Breakdown + Nvidia Earnings Takeaways 5/29/25 May 29, 2025

Show notes

New overnight: a federal court blocking most of President Trump’s tariffs, arguing he overstepped his emergency powers… Markets rallying on the news. Carl Quintanilla, Sara Eisen, and David Faber discussed the latest from DC – including the street’s newest acronym: TACO (Trump Always Chickens Out). Plus: a deep-dive on this morning’s negative GDP read… And more on Elon Musk’s new promise he’s leaving the White House/DOGE.

Also in focus: Wharton Professor Jeremy Siegel arguing there’s still opportunity in the AI trade, particularly Nvidia… Hear his take – along with a breakdown of results from the name with one T. Rowe portfolio manager who calls the stock an easy buy here; Boeing shares rallying as their CEO makes bullish comments around production at a Bernstein conference, we’ve got the headlines; and don’t miss a fresh read from the frontlines when it comes to housing trends with the CEO of Compass.

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Court Blocks Trump Tariffs, Nvidia Surges, the "TACO Trade" 5/29/25 May 29, 2025

Show notes

Carl Quintanilla, Jim Cramer and David Faber explored market reaction to a federal trade court's decision to block sweeping tariffs that President Trump announced in early April. Nvidia shares jumped on better-than-expected Q1 results -- and the anchors reacted to what CEO Jensen Huang told Jim on "Mad Money" about China. Also in focus: President Trump's response to a question from CNBC's Megan Cassella about the "Taco trade" (as in "Trump Always Chickens Out"), Elon Musk leaves the Trump Administration, Salesforce shares slump despite a Q1 beat.

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Cramer's Morning Take: Broadcom 5/28/25 May 28, 2025

Show notes

Cramer explains why The Club trimmed its position in this chipmaker. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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SOTS 2nd Hour: Countdown to Nvidia, AI Biotech Picks, and A Retail Wrap-Up: Key Takeaways From Results 5/28/25 May 28, 2025

Show notes

Nvidia front and center ahead of results after the bell: Carl Quintanilla, Sara Eisen, and David Faber discussed what to expect tonight with Wedbush’s Dan Ives – and broke down the key reports of the morning when it comes to the consumer… In addition to extra color from the CEO of Abercrombie & Fitch, as shares surge on record Q1 sales from the name.

Plus: Could President Trump’s policies dent the dollar’s dominance? Former Goldman Asset Management Chairman Jim O’Neill arguing yes – hear his defense, this hour… Along with Jefferies’ top picks within one sector they say could be a major winner in the AI revolution, and a deep-dive on Trump’s promises to take Fannie Mae and Freddie Mac public.

Also in focus: A live read from the ground at Bitcoin 2025; Why Loop Capital says tariffs could be a good thing for Apple; and Family offices get bullish – the details.

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