Squawk on the Street

Latest Episodes:

SOTS 2nd Hour: “Liberation Day” Latest, Goldman’s Chief U.S. Economist on Stocks, & AIG CEO Talks AI 04/01/25 Apr 01, 2025

Show notes

S&P and Nasdaq coming off their worst quarter since 2022 - Sara Eisen, David Faber, and Carl Quintanilla broke down the latest for stocks with one day to go until President Trump’s big “Liberation Day” of additional tariffs, and a number of key questions remain. Goldman’s Chief U.S. Economist David Kostin joined the team ahead of things… as the firm raises their recession odds, and lowers their S&P target for year-end. Plus, the latest from the White House when it comes to possible scenarios tomorrow.

Also in focus: Are airline stocks grounded here? The team discussed a new downgrade of key names from Jefferies, and got a read from the ground with the CEO of one budget carrier; What the privatization of Fannie and Freddie could mean for consumers - with the head of one of the biggest commercial real estate financing firms on street, Walker & Dunlop; And a deep-dive with the CEO of AIG on how AI is changing the insurance game.

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Q2 Playbook, Cramer Slams Bears on Nvidia, "White Lotus" Surprise 4/1/25 Apr 01, 2025

Show notes

After the worst quarter for stocks since 2022, Carl Quintanilla, Jim Cramer and David Faber explored how investors should navigate the markets in Q2 – especially in light

of President Trump's reciprocal tariff announcement slated for Wednesday. The "Magnificent 7" in focus after their rough Q1: Cramer sounds off after posting on social media

about the "savage attack on NVDA by the bears." Also in focus: A federal bankruptcy judge rejects Johnson & Johnson's talc lawsuit settlement proposal, "buy" calls on Apple,

actor Walton Goggins of HBO's "The White Lotus" joined the anchors at Post 9 in a surprise appearance.

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SOTS 2nd Hour: Last Trading Day of Q1, Tech-Tonic Shifts, Live: Rocket Companies CEO 03/31/25 Mar 31, 2025

Show notes

Carl Quintanilla, Courtney Reagan, and David Faber began the hour by discussing the last trading day of the quarter, with the S&P and Nasdaq on pace to break a 5-quarter win streak. The technology sector was one of the worst performing groups to start 2025, as names like Nvidia and Tesla largely outperformed the S&P. CNBC correspondent Megan Cassella also joined the show live from the White House to discuss President Trump’s tariffs set to take place on April 2. Later in the hour, Rocket Companies CEO Varun Krishna joined the program to discuss the company’s latest acquisition of mortgage servicer Mr. Cooper.

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Tariffs and the Sell-Off, Musk vs. Tesla Protests, BlackRock CEO Fink's "Private" Message 3/31/25 Mar 31, 2025

Show notes

Carl Quintanilla, Jim Cramer and David Faber kicked off the final trading day of March and the first quarter with stocks – especially tech -- extending Friday's sell-off,

as Wall Street anticipates Wednesday's tariff announcement by President Trump Jim outlined what investors' buying strategy should be in this market environment.

Also in focus: Goldman Sachs' note on recession risks, Elon Musk responds to Tesla protests and his company's slumping stock, Musk's xAI buys social media platform X,

BlackRock CEO Larry Fink's annual letter to investors -- and his push to give individuals better access to private markets, day 2 for CoreWeave after its flat public debut.

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Cramer's Morning Take: Auto Tariffs & Inflation 3/28/25 Mar 28, 2025

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Jim Cramer explains why the market is ‘struggling’. 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: CoreWeave IPO, Lulu’s Consumer Warning, Trump vs. Big Law 3/28/25 Mar 28, 2025

Show notes

CoreWeave set to go public on the NASDAQ today – in the street’s biggest U.S. tech offering since 2021… David Faber, Carl Quintanilla, and Courtney Reagan broke down the latest indications this hour - and talked expectations ahead of the first trade with a Senior Managing Partner from Magnetar (the largest institutional investor in CoreWeave; they’re set to own ~29% of Class A shares after the offering). Plus, the latest from the ground at the NASDAQ with their Head of Capital Markets.

Also in focus: Lululemon’s consumer warning – the team had a bull/bear debate about what to do with shares after tough guidance last night; and the latest out of Washington, as President Trump’s battle with ‘Big Law’ grows… and Evercore’s Senior Chairman & Founder Roger Altman says the move is bad for business.

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Inflation and Tariff Watch, CoreWeave's IPO and AI, Lululemon Tumbles 3/28/25 Mar 28, 2025

Show notes

Carl Quintanilla, Jim Cramer and David Faber delved into a lot of news for the markets to digest, including the Fed's preferred inflation gauge: February Core PCE came in hotter than expected. The anchors reacted to a report which says President Trump warned automakers not to raise prices in reaction to tariffs. Ahead of its Friday public debut, Nvidia-backed AI cloud provider CoreWeave priced its IPO well below the expected range. Also in focus: Lululemon slides on weak sales guidance and a "cautious consumer," short seller vs. AppLovin, Deutsche Bank slashes its Tesla price Target.

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Cramer's Morning Take: Auto Tariffs 3/27/25 Mar 27, 2025

Show notes

Cramer weighs the impact of tariffs on U.S. automakers. 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: More Tariff Headlines, CoreWeave IPO Latest, & Related Cos CEO on Data Center Push 3/27/25 Mar 27, 2025

Show notes

President Trump announcing a “permanent” 25% tariff on cars made outside the United States: Sara Eisen, David Faber, and Carl Quintanilla broke down the latest alongside fresh housing data top of the hour. Why Wolfe Research’s Head of Policy calls the move hawkish for equities at large - and a deep dive with S&P Global’s Chief Economist for Canada & the U.S. as they cut their growth estimates for the U.S. on policy concerns… Taking the other side? Goldman’s Jonny Fine – joining the team at Post 9 with his read on a what he calls a “resilient” and healthy credit market.

Also in focus: AI demand – Related Companies CEO Jeff Blau on the broadcast to talk his company’s move into AI investing (as they try to raise up to $8B for data center developments) and the details behind CoreWeave’s upcoming IPO, as concerns grow around pricing.

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Trump Auto Tariffs Effect, Big AI Bets, IPO Watch: Nvidia-CoreWeave Connection 3/27/25 Mar 27, 2025

Show notes

Carl Quintanilla, Jim Cramer and David Faber explored President Trump's decision to implement 25% tariffs on vehicles and auto parts manufactured outside of the U.S. Shares of General Motors, Ford and overseas automakers under pressure in reaction to that news out of the White House, but Tesla among the gainers. AI in the spotlight: OpenAI expects to triple its revenue this year, new developments surrounding Nvidia-backed CoreWeave and its IPO pricing, real estate firm Related Companies launches an effort to raise $8 billion in capital for data center development.

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