Squawk on the Street

Latest Episodes:

SOTS 2nd Hour: Tesla Tanks, Apple Bear Fodder, This Hour: Constellation Energy CEO 03/10/25 Mar 10, 2025

Show notes

Another morning of stocks under pressure – after the S&P and NASDAQ’sworst week of 2025 so far.Carl Quintanilla, Leslie Picker, and Michael Santoli broke down the latest with BMO’s Chief Investment Strategist: who says don’t let your feelings take control here. He still expects 10% gains on the S&P this year.

A key part of the weakness? Big tech names selling off. Tesla now the worst performing stock on the S&P 500 YTD, and coming off its worst weekly losing streak EVER – why Baird still calls it a buy here. Plus: a look at Elon Musk’s growing empire in China – and the latest on Apple, as the company delays AI enhancements for Siri… Are fears overblown at these levels?

Also in focus: the CEO of Constellation Energy, talking the future of alternative energy at CERAWEEK; Why Novo’s new trial data is sending shares slumping; Bitcoin falls below $80k; and how to trade China stocks here, as the country’s retaliatory tariffs on U.S. Agricultural imports begins

Squawk on the Street Disclaimer

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

New Week, New Sell-Off: Recession Fears Roil Stocks 3/10/25 Mar 10, 2025

Show notes

After the worst week for the S&P 500 since September, Carl Quintanilla and Jim Cramer covered all of the bases as stocks began Monday in sell-off mode.

Equities under pressure on recession fears and tariff battles in wake of comments by President Trump and Commerce Secretary Lutnick. Hear Jim's strategy for

investing in this market environment -- including when it comes to the "Magnificent 7." Also in focus: China's retaliatory tariffs go into effect against the U.S., former central banker

Mark Carney to become Canada's prime minister, Novo Nordisk slumps on obesity drug trial results, the "Tesla tumble" rolls on, remembering the "Haines Bottom" 16 years later.

Squawk on the Street Disclaimer

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

Cramer's Morning Take: Broadcom 3/7/25 Mar 07, 2025

Show notes

Cramer says ‘pounce’ on this beaten-down semiconductor 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 Deep-Dive with Peter Navarro, & the Jobs Report Breakdown 3/7/25 Mar 07, 2025

Show notes

Jobs coming in weaker-than-expected in February, plus fresh tariff headlines this morning -Carl Quintanilla, Sara Eisen, and David Faber broke down the latest for stocks top of the hour before a wide-ranging interview with White House Senior Counselor for Trade and Manufacturing Peter Navarro. Plus – Goldman’s Chief Economist discussed what’s next for the economy and the Fed here.

Also in focus: Tesla’s longest streak of weekly declines *ever* - why Wedbush is adding it to their Top Picks List; retail earnings out of Costco and Gap sending shares in opposite directions; and the President of the National Urban League talks DEI rollbacks

Squawk on the Street Disclaimer

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

Jobs Report Reaction, Treasury Sec. Bessent's Market Message, Broadcom Jumps 3/7/25 Mar 07, 2025

Show notes

Wrapping up a volatile week for stocks, Carl Quintanilla, Jim Cramer and David Faber explored market reaction to the February jobs report.

The anchors also discussed what Treasury Secretary Scott Bessent told CNBC about a "detox period" for a market and economy he said are "hooked"

on public spending. The AI trade: Broadcom shares jump on earnings and guidance in midst of a rough week for the chip sector.

Also in focus: Costco slides and Gap soars on earnings, Tesla poised for an "unlucky 7," bitcoin strategic reserve, Faber Report: Walgreens to go public.

Squawk on the Street 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 Deep-Dive with Commerce Secretary Lutnick, plus implications for Retail & the Autos 03/06/25 Mar 06, 2025

Show notes

A huge interview top of the hour: Commerce Secretary Howard Lutnick. Carl Quintanilla, Sara Eisen, and David Faber broke down the latest with him when it comes to tariffs, jobs, and more in a wide-ranging interview. Plus - new overnight: tariffs on certain automakers getting delayed - how to play the stocks according to Barclays - and more on how DOGE might impact Friday's Jobs Report.

Also in focus: the health of the consumer. The team discussed new retail reports of the morning (Macy's, BJ's Wholesale, and more) with one guest who says the industry has tackled the threat of tariffs before.

Squawk on the Street Disclaimer

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

Cramer's Morning Take: CrowdStrike 3/6/25 Mar 06, 2025

Show notes

Jim and Jeff discuss this cybersecurity firm and why they’re bullish on this restaurant 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.

Tariffs and the Sell-Off, Chips Not So Marvell-ous, DOGE Effect: Layoffs Surge 03/06/25 Mar 06, 2025

Show notes

Carl Quintanilla, Jim Cramer and David Faber delved into the catalysts sparking Thursday's market sell-off, one day after the White House

announced temporary tariff relief for U.S. automakers -- news that fueled an afternoon stock rally. The chip sector under pressure, led by

Marvell Technology shares tumbling on disappointing guidance. Also in focus: DOGE contributing to what Challenger, Gray and Christmas

said is the largest number of monthly layoffs since 2020, Brown-Forman CEO on Canada and "what's worse than tariffs" for the maker of Jack Daniel's.

Squawk on the Street 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: Trump Tariffs Latest, Chipping Away At The Semis, Battered Banks 03/05/25 Mar 05, 2025

Show notes

Another morning of red on the S&P and Nasdaq -Carl Quintanilla, Sara Eisen, and David Faber discussed the latest for stocks as President Trump warns of “disturbance” ahead when it comes to tariffs. Goldman’s Chief Equity Strategist David Kostin breaking down why he still sees the S&P headed higher by year-end. Plus, more on where to find value here with Chief Strategists from Jefferies and Charles Schwab.

Also in focus: how to navigate the chips here, and whether to take Trump’s vow to revoke the CHIPS Act seriously; Tesla’s Germany sales plunge as Goldman cuts their price target on the name; why the CEO of KBW says to “buy trophies on sale” when it comes to the banks; and a debrief on the morning’s big retail reports.

Squawk on the Street Disclaimer

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

Cramer's Morning Take: BlackRock 3/5/25 Mar 05, 2025

Show notes

Cramer says this financial services stock is an ‘extraordinary opportunity’. 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.