Squawk on the Street

Latest Episodes:

Cramer's Morning Take: Cisco Systems 5/15/25 May 15, 2025

Show notes

Cramer explains why this networking company’s CEO is doing a ‘terrific job’. 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: United Health Slumps, Dick’s Buys Foot Locker, and Live: Walmart CFO 5/15/25 May 15, 2025

Show notes

Carl Quintanilla, Sara Eisen, and David Faber broke down the latest data from the AM (Retail Sales, PPI, and more) along with this move higher in yields. Former Fed Governor Frederic Mishkin arguing the Fed is “appropriately” on hold here – and the deficit remains a huge issue… While the CFO of Walmart brought his read from the ground when it comes to the consumer – and possible price hikes ahead.

Plus: key break-outs of the stocks to watch here. United Health shares plunging on reports it’s the subject of a new DOJ probe – why Mizuho thinks it could get removed from the Dow… Coreweave shares falling on fears over their Cap-Ex plans but Melius Research argues the stock is still a buy… And a breakdown of the deal sending Foot Locker shares surging in what could be their best daily performance ever.

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Walmart's Tariff Warning, Cisco and CoreWeave CEOs, More Woes for UNH 5/15/25 May 15, 2025

Show notes

Carl Quintanilla, Jim Cramer and David Faber led off the show with reaction to Walmart's Q1 results -- and the company's CFO telling CNBC that the retail giant could raise prices later this month due to tariffs. Cisco CEO Chuck Robbins and CoreWeave CEO Michael Intrator joined the anchors at Post 9 to discuss their companies' respective quarterly results and the AI landscape. UnitedHealth shares slide again -- this time on a report stating the health insurer is under criminal investigation for Medicare fraud. Also in focus: Foot Locker soars on its deal with Dick's Sporting Goods, a surprise drop in PPI, President Trump's "little problem" with Apple CEO Tim Cook.

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Cramer's Morning Take: Wells Fargo 5/14/25 May 14, 2025

Show notes

Cramer discusses why the Club is trimming its stake in its largest financial holding. 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: Return of the AI Trade? Goldman Cuts Recession Odds, and Live: Coinbase CEO 5/14/25 May 14, 2025

Show notes

Chip stocks are taking the lead as big tech names like Nvidia and AMD gain – Carl Quintanilla, Michael Santoli, and David Faber broke down the possible return of the AI trade to kick off the hour, along with Goldman’s decision to cut their recession odds to 35%... The firm’s Chief U.S. Economist joined Post 9 to defend the call. Plus: growing worries over a possible onslaught of container ships amid the 90-day tariff pause with China, but the head of the Port of LA says they’re not seeing it yet – bringing the team his latest read from the ground.

D.C. headlines also continue to dominate – hear why the CEO of Coinbase is bullish when it comes to positive regulation ahead… Plus, new comments from President Trump when it comes to Boeing - amid a number of reports out of the airlines, and the FAA meets to possibly cut more flights out of Newark.

Also in focus: Warner Brothers’ pivot back to “HBO Max”; what to expect out of Coreweave results tonight; the latest on eToro, going public today; and a breakdown of the retail movers to watch here.

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2025's "Green" Market, the AI Trade Returns, AMD's $6B Buyback Plan 5/14/25 May 14, 2025

Show notes

Carl Quintanilla, Jim Cramer and David Faber discussed what to make of the S&P 500 and Nasdaq 100 entering positive territory year-to-date.

The anchors explored the return of the AI trade, led by Nvidia's resurgence: The chip giant has rejoined the $3 trillion valuation club.

AMD shares up sharply after the company announced its $6 billion share buyback program. Also in focus: The only Magnificent 7 stock in the red

since President Trump's April 2 tariff announcement, Robinhood rival eToro prices its IPO above the expected range.

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Cramer's Morning Take: Texas Roadhouse 5/13/25 May 13, 2025

Show notes

Jim Cramer explains why the Club is trimming some of this restaurant chain’s 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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SOTS 2nd Hour: CPI Breakdown, Fed Implications, and Live from Riyadh: Elon Musk & Jensen Huang 5/13/25 May 13, 2025

Show notes

Consumer prices coming in better-than-expected for the month of April: Carl Quintanilla, David Faber, and Michael Santoli broke down the numbers and what they mean for the Fed’s rate path here… Former Fed Governor Randy Kroszner saying he still expects 2-3 cuts by year-end while CFRA’s Chief Investment Strategist forecasts more gains ahead for the S&P - as the index turns positive on the year. Plus: more on key movers of the day from Honda to United Healthcare.

Also in focus: the street’s biggest CEOs, regulators, and President Trump headed to Riyadh, Saudi Arabia for a star-studded Saudi-US Investment forum… Hear Elon Musk’s live remarks this hour – and Nvidia CEO Jensen Huang’s potential clue towards future policy when it comes to the chips.

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Inflation Watch After the Rally, Trump and CEOs in Saudi Arabia, UNH Upheaval 5/13/25 May 13, 2025

Show notes

After Monday's big market rally fueled by the U.S.-China deal to temporarily slash tariffs, Carl Quintanilla, Jim Cramer and David Faber led off

the show with market reaction to the April Consumer Price Index and what it says about inflation. The anchors also discussed President Trump's

trip to Saudi Arabia, where he greeted prominent CEOs including Jensen Huang and Elon Musk. Also in focus: UnitedHealth drags the Dow lower

after the health insurer suspended its 2025 guidance and announced its CEO stepped down, Coinbase to join the S&P 500, Phillips 66-Elliott proxy fight.

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SOTS 2nd Hour: China Trade Deal Latest, Drug Prices EO, and Live: New Trump Remarks 5/12/25 May 12, 2025

Show notes

Stocks rallying across the board as the U.S. and China agree to slash reciprocal tariffs for 90 days – Carl Quintanilla, David Faber, and Leslie Picker broke down the latest, in addition to President Trump’s new Executive Order aimed at lowering drug prices (signed within the hour).

Longtime market vet & Evercore Founder Roger Altman calling the China progress “encouraging” - while one former U.S. Trade rep for China Affairs argues: keep waiting for hard details and facts here. Rockefeller’s Ruchir Sharma, meanwhile, saying look elsewhere: namely Latin American markets. Plus: a look at how this EO on drug prices could impact pharma stocks – and your wallet – with Former FDA Commissioner Scott Gottlieb… And breaking Fed headlines from Governor Kugler – who’s warning the growth outlook remains murky here.

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