Squawk on the Street

Latest Episodes:

Cramer's Morning Take: Eli Lilly 4/17/25 Apr 17, 2025

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Jim and Jeff discuss this pharmaceutical stock's drug trials. 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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UnitedHealth Plunges, Lilly Gains on Weight-Loss Pill, Trump Slams Powell 4/17/25 Apr 17, 2025

Show notes

Wrapping up a volatile holiday-shortened trading week, Carl Quintanilla, Jim Cramer and David Faber delved into two big movers: UnitedHealth plunging and dragging the Dow into sell-off mode after posting an earnings miss and slashing guidance due to higher medical care costs. A different story for Eli Lilly -- shares surging in reaction to late-stage trial results involving its experimental obesity pill. The anchors reacted to President Trump's Truth Social post blasting Jerome Powell -- it says the Fed chair's "termination cannot come fast enough." Also in focus: Nvidia CEO Jensen Huang visits China and Taiwan Semiconductor beats on earnings after Wednesday's chip sector sell-off, "Faber Report on" Global Payments' $22.7 billion acquisition.

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SOTS 2nd Hour: Trump Tariffs Latest: Nvidia’s $5.5B Hit, Rare Earth Metals Probe, and More 04/16/25 Apr 16, 2025

Show notes

Stocks across the board kicking off Wednesday in the red as Nvidia and the chips drag Tech lower – Carl Quintanilla, David Faber, and Leslie Picker broke down the latest for stocks on a busy morning of earnings and DC headlines, along with fresh data top of the hour. What it all means for stocks like Nvidia and AMD – as both warn of big costs tied Trump’s new curb on chips going to China… Plus: Citi’s U.S. Equity Strategist joined the team with his take on things – fresh off lowering his estimates for the S&P.

Also in focus: United Airlines reporting results – what their CEO is saying about the consumer; A look at whether better-than-feared Retail Sales could be the calm before the storm; The numbers behind a historic boom in 0-day options; And a live read from outside the courtroom as the FTC’s antitrust case against Meta continues for a 3rd day

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Chips Pain: Nvidia, AMD Slide on U.S. Export Restrictions to China 4/16/25 Apr 16, 2025

Show notes

Carl Quintanilla, Jim Cramer and David Faber led off the show by exploring the tech sector under pressure, especially the chips. Shares of Nvidia and AMD down sharply after both companies said they would take charges related to new U.S. curbs on chip exports to China. What should investors do with Nvidia and other semiconductor stocks? Also in focus: The state of the U.S.-China trade war, March retail sales beat, Mark Zuckerberg and the FTC-Meta trial, United Airlines and other earnings winners bucking the market downtrend.

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SOTS 2nd Hour: Stocks Gain, Earnings Wrap-Up, Plus: Bank of America Chairman & CEO 04/15/25 Apr 15, 2025

Show notes

Another day of gains on the S&P, Dow, and Nasdaq: all in the green for the first hour of trade… David Faber, Carl Quintanilla, and Sara Eisen broke down the latest for stocks on a busy morning of headlines and reports. Why the head of investing for Morgan Stanley’s Wealth Management division says U.S. equities are worth holding onto – and a deep dive into 3 tariff headlines: China reportedly halting Boeing deliveries as trade tensions intensify, Trump’s new investigation into pharmaceutical imports (and potential road to new tariffs on the industry), and LVMH’s consumer concerns – as they warn of a “disrupted geopolitical and economic environment”.

Also this hour: a wide-ranging interview with Bank of America Chairman & CEO Brian Moynihan, fresh off quarterly results there… Key Topics? Markets, Bonds, Consumer Trends, and more.

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Bearish Sentiment, Trade War/Tariffs Effect, Earnings Beats for BofA and Citi 4/15/25 Apr 15, 2025

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With the major indices aiming for a third consecutive day of gains, Carl Quintanilla, Jim Cramer and David Faber reacted to a new survey that shows investors haven't been this bearish about growth in 30 years. Tariffs and the trade war also in the spotlight: President Trump setting the stage for tariffs on chips and pharmaceuticals, China reportedly orders its airlines not to accept deliveries of Boeing jets. Also in focus: Bank of America and Citi post earnings beats, what Johnson & Johnson's CFO told CNBC about pharma tariffs, Netflix's $1 trillion goal, luxury pain for LVMH, activism lifts HPE shares.

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Cramer's Morning Take: Apple 4/14/25 Apr 14, 2025

Show notes

Jim and Jeff explain the tariff exemptions' impact on this mega cap tech 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

CNBC Investing Club Disclaimer

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

SOTS 2nd Hour: Tariffs Latest: Key Headlines and What It Means For Big Tech… Plus: FTC VS. Meta & A Big Banks Breakdown 04/14/25 Apr 14, 2025

Show notes

S&P, Dow, and Nasdaq all kicking off the week in the green for the first hour of trade – David Faber, Carl Quintanilla, and Leslie Picker broke down the latest headlines out of Washington amidst some confusion on tariff carve-outs for key products like laptops and smartphones. What the White House is saying – plus more on what it could mean for Apple and Nvidia, as those shares gain.

Also in focus: Who will drive the Post-American Global Economy? Former U.K. Treasury Minister and once Chairman of Goldman’s Asset Management Business, Jim O’Neill joined the team fresh off a new op-ed arguing for new strategies here… And CNBC’s Steve Liesman broke down new worries over the Dollar, hitting 3-year lows in the session.

Plus: how to play the bank stocks here, as Goldman becomes the latest of the group to report new numbers – and CEO David Solomon warns of recession risks on the call… And what’s at stake in the FTC’s growing battle with Meta, as their antitrust case kicks off in court today.

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Stocks Jump on Tariff Exemptions, Apple Shines, Goldman Sachs Beats 4/14/25 Apr 14, 2025

Show notes

After an historically volatile week for stocks, Carl Quintanilla, Jim Cramer and David Faber discussed the tech sector leading stocks into rally mode -- after the White House announced tariff exemptions for smartphones and other electronics, though President Trump called such exemptions temporary. Apple shares among the big winners on the tariff news, while several Wall Street firms issued calls on the stock. Also in focus: Goldman Sachs' earnings beat, Nvidia to manufacture AI supercomputers entirely in the U.S., FTC-Meta antitrust trial.

Squawk on the Street Disclaimer

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Cramer's Morning Take: Apple 4/11/25 Apr 11, 2025

Show notes

Jim Cramer and Jeff discuss the tariff headwinds this Big Tech stock faces. 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

CNBC Investing Club Disclaimer

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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