Squawk on the Street

Latest Episodes:

SOTS 2nd Hour: Nvidia China Concerns, Dollar Tree’s Discount Deal, & President Trump’s “Recession Roulette”? 03/26/25 Mar 26, 2025

Show notes

Sara Eisen, David Faber, and Carl Quintanilla broke down fresh tariff clarity top of the hour as tech stocks like Nvidia and Tesla drag… Why one investing head at Wells Fargo says the U.S. is still the place to be when it comes to equities, plus Fmr. Fed Vice Chair Alan Blinder – fresh off an op-ed at the journal warning President Trump is playing recession roulette with the American economy. Additionally, the team got new numbers out of the Congressional Budget Office, forecasting the government could hit the debt ceiling as soon as August.

Also in focus: big tech, as communication services lags and concerns grow around Nvidia’s China business – CNBC broke down key outperformers year-to-date; a deep dive on what some are calling retail’s “worst deal of the year” (Dollar Tree/Family Dollar); a look at Hyundai’s new robot-filled factory in Georgia; and more on Gamestop’s potential move into crypto.

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Tariffs and the AI Trade, Trump's China Tech Blacklist, Apple's Cook Praises DeepSeek 3/26/25 Mar 26, 2025

Show notes

Carl Quintanilla, Jim Cramer and David Faber discussed how investors should navigate the markets in light of tariff-related developments. President Trump ramps up his push to limit China's access to technology: The White House added more than 50 Chinese companies to its export blacklist. The anchors explored what it all means for Nvidia and the AI trade -- and reacted to Apple CEO Tim Cook praising DeepSeek’sAI models during his visit to China. Also in focus: Dollar Tree sells Family Dollar, Nvidia-backed CoreWeave gears up for its IPO.

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Cramer's Morning Take: Capital One 3/25/25 Mar 25, 2025

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Jim and Jeff discuss Alibaba's warning of a potential AI bubble in the U.S. and BTIG upgrading Capital One on Discover Financial deal prospects. 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: Apple’s Dwindling China Business, Intel Leaders Testify, Live: CEA Chair Stephen Miran Mar 25, 2025

Show notes

Carl Quintanilla, Sara Eisen and David Faber discussed the markets aiming to continue yesterday’s massive rebound. They also brought in CNBC reporter Steve Kovach to discuss Apple’s China strategy with the iPhone maker struggling to boost sales overseas. Later in the show, CEA Chair Stephen Miran joined the program to discuss this morning’s consumer confidence data, as well as the economic impact of the April 2 tariffs. CNBC’s Eamon Javers also reported on the latest headlines out of Washington D.C., a day after a journalist was included in an encrypted group chat that discussed military operations.

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Stocks and Tariffs After the Rally, Joe Tsai's AI "Bubble" Warning, Tesla's Rebound 3/25/25 Mar 25, 2025

Show notes

Carl Quintanilla, Jim Cramer and David Faber discussed the markets trying to extend Monday's rally in equities. The anchors

reacted to comments from Alibaba Chairman Joe Tsai, who warned about a potential AI data center "bubble." Tesla shares up more than

20% in less than a week -- and attempting to shrug off weak EU sales data. Also in focus: Boeing reportedly reconsidering its

guilty plea agreement, KB Home slides, oil’s winning streak, markets on tariff watch ahead of President Trump's April 2 announcement.

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SOTS 2nd Hour: Big Tech Rallies, Tariffs Latest, and Gauging A Market Bottom 03/24/25 Mar 24, 2025

Show notes

Headlines over the weekend that President Trump’s April 2nd tariffs could include certain carve outs - Sara Eisen and David Faber broke down the latest as key sectors like Chips, Tech, and the Autos rally. Wharton School Professor Jeremy Siegel joined the team with his take - arguing a rally to new highs is unlikely here – while Citi’s Chief U.S. Equity Strategist took the other side… saying the fundamentals still support a bull market.

Also in focus: Microsoft breaking its longest losing streak since 2008… Has Big Tech bottomed here? Plus, the latest on next-gen weight-loss drugs out of Eli Lilly and Novo Nordisk; and a look at the fallout in for businesses and the legal community, after a new executive order from President Trump targeting Paul Weiss.

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Markets and Tariffs: Stocks Rally, Tesla Surges, China Courts Top CEOs 3/24/25 Mar 24, 2025

Show notes

With the S&P 500 and Nasdaq snapping four-week losing streaks on Friday, David Faber and Jim Cramer explored Monday's market rally, sparked by reports

President Trump will narrow tariffs set to be announced April 2. Tesla among the biggest gainers as the stock looks to avoid a ten-week losing streak.

The anchors discussed AI-related developments on the heels of last week's Cramer interview with Nvidia CEO Jensen Huang. Also in focus: Chinese officials

court Apple's Tim Cook and other CEOs at a development forum in Beijing, M&A deals, hedge fund pushes for a sale of Johnson & Johnson spin-off Kenvue.

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Cramer's Morning Take: Micron & Home Depot 3/21/25 Mar 21, 2025

Show notes

Jim Cramer and Jeff Marks discuss the earnings from this chipmaker. They also discuss Cramer’s conversation with this home retailer’s CEO. 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: Fed Commentary Hits Stocks, Nike & Fedex Warnings, Musk Says “Hold Onto Your Stock” 3/21/25 Mar 21, 2025

Show notes

Sara Eisen and Michael Santoli broke down the latest for stocks on a busy morning of earnings and Fed commentary – NY Fed President Williams saying there’s clear signs that short term inflation expectations are going higher… While Chicago Fed President Goolsbee calls it ‘transitory’. Trivariate’s Adam Parker joined the team to talk top picks (Healthcare) and sectors to avoid (Consumer Discretionary). Plus, why UBS thinks it’s time to buy the homebuilders despite a murky rate picture.

Also in focus: consumer warnings out of Fedex and Nike. Sara and Mike broke down new numbers out of both names, along with the street’s take on what to do with the stocks. Plus, a deep-dive on Tesla – including headlines that trade-ins are hitting record highs – with one longtime investor who is now calling for Elon Musk to step down as CEO.

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Consumer Concerns, Musk: “Hold Onto Your Stock”, Honing in on Housing 3/21/25 Mar 21, 2025

Show notes

Sara Eisen and Jim Cramer broke down the big drop in shares of Nike and FedEx following their respective quarterly results. Both CEOs warned about a slowing economy on their conference calls, with the FedEx CEO citing an “uncertain demand environment.” The show also hit shares of Tesla on pace for its 9th straight week of losses. During an all-hands employee meeting yesterday, CEO Elon Musk tried to reassure his employees to “hold onto your stock.” Also in the mix; Jim Cramer hit Lennar for his ‘Mad Dash’ following the company’s big drop in share price despite posting a beat on earnings.

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