Squawk on the Street

Latest Episodes:

SOTS 2nd Hour: Tariff Updates, Earnings Wrap-up, and Is This Rally Real? – plus: Coca-Cola CEO Talks Results 4/29/25 Apr 29, 2025

Show notes

Fresh news on the tariff front when it comes to potential deals – and hopes of relief for the automakers… Carl Quintanilla, Sara Eisen, and David Faber broke down the latest from the White House, alongside the morning’s biggest earnings stories: from GM pulling guidance and delaying their conference call to Coca-Cola’s strong consumer quarter – including a deep-dive with CEO James Quincey himself. Plus: what UPS, Honeywell, and other key bellwethers are saying about demand here – and what comes next for stocks with one former head of the Institute of International Finance…

Also in focus: growing concerns about housing’s crucial spring selling season – the CEO of Compass joined Post 9 with more on what he’s seeing when it comes to prices… And details on a new controversy surrounding Nike’s latest advertising campaign

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Cramer Rings NYSE Opening Bell, Bessent Speaks, Earnings Parade 4/29/25 Apr 29, 2025

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A big day for CNBC and Jim Cramer: He rang the opening bell at the New York Stock Exchange in celebration of the 20th anniversary

of "Mad Money" -- ahead of a CNBC special which airs Tuesday at 7pm EDT. Carl Quintanilla, David Faber and Jim reacted to the press briefing

where Treasury Secretary Scott Bessent spoke about tariffs and White House Press Secretary Karoline Leavitt slammed Amazon.

The anchors also discussed a slew of earnings reports from the likes of General Motors, Coca-Cola and UPS.

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Cramer's Morning Take: Nvidia & GE Vernova 4/28/25 Apr 28, 2025

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Jim and Jeff discuss the moves around this semiconductor stock. They also talk about what they’re watching for this energy 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: Big Tech On Deck, Huawei vs. Nvidia, and Spring Selling Concerns 4/28/25 Apr 28, 2025

Show notes

A weekend of mixed messaging on tariffs from the White House and Beijing – Sara Eisen, David Faber, and Michael Santoli broke down the latest for stocks on a busy week for data and earnings. Why one Wells Fargo CIO says it’s growth and not inflation to worry about here. Plus, how to prep for earnings out of: Meta, Amazon, Apple and more – as tariff impacts remain unknown… And the Journal reports Huawei is taking on Nvidia with homegrown AI chips of their own.

Also in focus: a live read from the ground in Beijing, as officials there say Xi has not yet talked to President Trump about trade – alongside one former Commerce Secretary’s take on what comes next… Plus, a deep dive on one big change coming to the housing market’s spring selling season.

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Biggest Earnings Week, Sec. Bessent: "It's Up to China," Senate Dems vs. Musk 4/28/25 Apr 28, 2025

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David Faber and Jim Cramer explored what investors should expect as we enter the busiest week of earnings season, including results from tech giants Apple, Amazon, Meta and Microsoft. The anchors also drilled down on the impact of tariffs: Treasury Secretary Scott Bessent told CNBC that "it's up to China to de-escalate" trade tensions. Also in focus: Senate Democrats slam Elon Musk, Jim and David discuss 20 years of "Mad Money" ahead of a CNBC special which airs Tuesday night.

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SOTS 2nd Hour: DC Tariffs Latest, Alphabet Results Breakdown, and A Fresh Read On The Consumer 4/25/25 Apr 25, 2025

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New comments from President Trump on potential tariff deals top of the hour – Carl Quintanilla, Sara Eisen, and David Faber broke down the latest from DC as a slew of companies warn of growing impacts and pull guidance. Alphabet’s better-than-feared results helping fuel gains for AI-related names as the Nasdaq leads the charge for yet another day – why Truist says buy the stock here. Plus: a breakdown of the semis, including Intel’s guidance cut and more with Trivariate’s Adam Parker who says the sector is primed for a rebound… And also: a deep-dive on the numbers sending T-Mobile shares sliding.

Other stories: Financials one of the worst performing sectors on the month – more on one part of the group that’s seeing gains; plus, fresh data on how the wealthy consumer is holding up, along with consumer confidence data to start the hour.

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U.S. vs. China on Trade Talks, Alphabet Jumps, Intel Slumps 4/25/25 Apr 25, 2025

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With stocks in the midst of a three-day win streak, Carl Quintanilla, Jim Cramer and David Faber discussed the trade war and contradictory headlines on U.S.-China discussions. President Trump said he spoke with President Xi numerous times, but Beijing is refuting that comment when it comes to tariff negotiations. The anchors also reacted to tech earnings: Alphabet shares surged on a Q1 beat while Intel shares slumped on weak guidance. Hear what the chipmaker's new CEO Lip-Bu Tan said about his turnaround plan for the company.

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Cramer's Morning Take: Bristol Myers 4/24/25 Apr 24, 2025

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Cramer says he hasn’t lost confidence in this pharmaceutical stock.

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SOTS 2nd Hour: Earnings Blitz Breakdown, “Security Blanket” Software, Plus: FTC Chairman Talks Regulation 04/24/25 Apr 24, 2025

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Another morning of trade headlines (particularly out of China): Sara Eisen, David Faber, and Carl Quintanilla broke down the latest on a busy day of earnings and data. Exclusive comments from the CEOs of IBM and Pepsico - after results out of both names… Plus: Wedbush’s Dan Ives, who calls software the “safety blanket” in the storm here. Additionally within the hour: individual breakouts on new numbers from Comcast, Chipotle, Bristol Myers, and more.

Plus: A deep-dive on regulation under Trump 2.0 – in a wide-ranging interview with FTC Chairman Andrew Ferguson… spanning their cases against Uber/Meta/Amazon to how DOGE cutbacks might impact their work.

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Earnings and the Consumer, China-U.S. Trade War, Southwest CEO "First on CNBC" 04/24/25 Apr 24, 2025

Show notes

After a two-day rally for stocks, Carl Quintanilla, Jim Cramer and David Faber discussed the markets digesting tariffs, the trade war and earnings.

Weaker consumer demand and tariff uncertainty impacting results and guidance from the likes of PepsiCo, Procter & Gamble and Chipotle.

Southwest Airlines CEO Bob Jordan joined the program to discuss the carrier cutting flights and withdrawing guidance. Also in focus: China denies

it is in ongoing trade talks with the U.S., Comcast earnings, chips rally, the Trump meme coin, what Netflix Co-CEO Ted Sarandos said about "saving Hollywood."

Disclosure: Comcast owns NBCUniversal, the parent company of CNBC.

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