Squawk on the Street

Latest Episodes:

Wall Street Gears Up for Nvidia's Big Earnings Report 5/28/25 May 28, 2025

Show notes

Carl Quintanilla, Jim Cramer and David Faber engaged in a wide-ranging discussion about what to expect from Nvidia when the chip giant

reports quarterly results after Wednesday's close of trading. What's at stake for the AI trade? Rates also in the spotlight: New data show

mortgage rates hitting highs not seen since January -- and President Trump elaborates on his push to take Fannie Mae and Freddie Mac public.

The anchors reacted to FHFA director Bill Pulte's blunt call for Fed Chair Jerome Powell and his fellow policymakers to cut interest rates.

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Cramer's Morning Take: Salesforce 5/27/25 May 27, 2025

Show notes

Cramer explains why this software stock’s acquisition is ‘bold’. 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: Tariff Whiplash, Nvidia Expectations, and Musk’s “24/7” Promise 5/27/25 May 27, 2025

Show notes

Stocks gaining as President Trump delays the deadline for a new 50% tariff on EU goods – Carl Quintanilla, Sara Eisen, and David Faber kicked off the hour discussing market implications of the move with Interactive Broker’s Chief Strategist, who also brought some fresh data on the most traded stocks on the platform. Plus: How investors and companies should be navigating the fast-changing developments out of Washington with a panel of trade experts… And more on what to watch when it comes to Nvidia earnings - with one analyst forecasting huge gains ahead.

Also in focus: A deep-dive on one sector falling behind in the AI Arms Race… A look at this weekend’s record-breaking box office… And more on Musk’s promise to get back to work that’s boosting Tesla shares.

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Trump Tariff Delay Rally, Musk-Mania, Salesforce's AI-Focused Deal 5/27/25 May 27, 2025

Show notes

Carl Quintanilla, Jim Cramer and David Faber kicked off the holiday-shortened trading week with stocks in rally mode, after President Trump

delayed his threat of 50-percent tariffs on the EU until July. Lots of news surrounding Elon Musk -- from data showing Tesla EV sales

in Europe tumbled 49-percent in April, to Musk's X post stating he will be "super focused" on the companies he controls. Also in focus:

Salesforce ramps up its bet on AI by acquiring Informatica in an $8 billion deal, Trump effect on Apple, Nvidia leads this week's earnings calendar.

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SOTS 2nd Hour: Tariff Turmoil: EU & Apple Impacts, Plus: Apollo’s Torsten Slok 5/23/25 May 23, 2025

Show notes

President Trump taking aim at the EU and Apple this morning on the tariffs front: Carl Quintanilla, Sara Eisen, and David Faber broke down what he said - and what it means for European stocks, yields, and Apple shares – as the company’s market cap tumbles below $3T. Plus: Apollo Chief Economist Torsten Slok joined the team at Post 9 with his take on where things go from here… In addition to his new call that we’re coming off an “AI Bubble” in tech valuations.

Also in focus: Nuclear stocks popping higher on hopes around a new executive order – the details; who made the list – and who didn’t – when it comes to President Trump’s exclusive memecoin dinner overnight; and the CEO of Autodesk with his read on how software demand’s holding up.

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Stocks' Double Whammy: Trump Threatens EU, Apple With Tariffs 5/23/25 May 23, 2025

Show notes

Carl Quintanilla, Jim Cramer and David Faber explored stock markets taking a hit on both sides of the Atlantic, after President Trump threatened both the European Union and Apple with fresh tariffs. Cramer suggested how Apple CEO Tim Cook should respond to the president. Jim also offered his take on buying the dip in this market. Also in focus: Trump's memecoin gala, Disney's rally and holiday box office countdown, rough day for Deckers Outdoor and Ross Stores. what Elon Musk told David about Tesla's Optimus robots.

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SOTS 2nd Hour: OpenAI CFO, An Authentic Look At Retail, and Energy’s Next Move 5/22/25 May 22, 2025

Show notes

Fresh news top of the hour: OpenAI and the United Arab Emirates announcing “Stargate UAE” – a massive new data center in the Middle East in partnership with companies like Oracle, Nvidia, and more. OpenAI CFO Sarah Friar joined the team to discuss in a wide-ranging interview also covering the company’s future device plans… and possible competition with Apple.

On the broader markets front: stocks trying to rebound after a big sell-off tied to bonds. The team broke down whether the pressure continues with one T. Rowe Price CIO – and the CEO of Authentic Brands brought his read on how the consumer’s holding up, fresh off a deal to buy Dockers from Levi Strauss. Plus: the IPO market showing signs of life… Hear from the CEO of MNTN this hour - ahead of their first trade – along with Carlyle’s Jeff Currie, breaking down this move lower in oil and where prices go from here.

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Cramer's Morning Take: Eli Lilly 5/22/25 May 22, 2025

Show notes

Jim and Jeff discuss this healthcare stock. 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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House Passes Trump's Tax Bill, Long Bond Yield Jumps, Tesla Gets Leapfrogged 5/22/25 May 22, 2025

Show notes

Carl Quintanilla, Jim Cramer and David Faber led off the show with market reaction to the House passing President Trump's big tax and spending cuts bill: The 30-year bond yield rose above 5.1-percent and solar stocks plunged. New data from across the Atlantic show China's BYD sold more fully electric vehicles in Europe than Tesla last month for the first time. Also in focus: a fresh record high for Bitcoin, OpenAI buys former Apple executive Jony Ive's AI startup, Snowflake surges, Faber reacts to the Indiana Pacers' stunning comeback victory over the New York Knicks in the NBA Playoffs.

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SOTS 2nd Hour: Musk’s Vision For Tesla, DC Deal Or No Deal, and Time To Break-up Google? 5/21/25 May 21, 2025

Show notes

Tesla a focus today after David’s wide-ranging and rare interview with CEO Elon Musk: Carl Quintanilla, Morgan Brennan, and David Faber broke down key takeaways from the tape – from Robotaxis to Chinese competition – along with Musk’s vision for the future. Plus: the Co-CEO of Waymo’s reaction to Musk’s claims Tesla’s tech is safer… and more with one analyst who’s arguing Waymo should be spun-off - along with Alphabet’s other ancillary businesses - to unlock more shareholder value here.

On the broader markets front: a few key movers – Target, Coreweave, United Health, and more… The team discussed what’s driving the moves – in addition to fresh consumer color from executives at Toll Brothers, and the latest out of Washington when it comes to President Trump’s “Big Beautiful Bill”.

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