Squawk on the Street

Latest Episodes:

Two-Day Sell-Off, Sec. Lutnick's Tariffs Message, Pres. Trump Slams the CHIPS Act 3/5/25 Mar 05, 2025

Show notes

With the S&P 500 on track for its worst week since September, Carl Quintanilla, Jim Cramer and David Faber explored this week's market sell-off, as well as comments from Commerce Secretary Lutnick. He said to expect a Wednesday announcement from President Trump on Canada and Mexico tariffs. Jim highlighted what's at stake for U.S. automakers. Also in focus: President Trump calls for passing tax cuts and killing the CHIPS Act in his Tuesday night address to Congress, more sales woes for Tesla, "Faber Report" on Kenvue's proxy fight, earnings pain for retailers, CrowdStrike and Campbell's slide, the New York Financial Writers’ Association honors David.

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SOTS 2nd Hour: Tariffs Sell-off Breakdown: From Retail to Big Tech to the Fed’s Next Moves 3/4/25 Mar 04, 2025

Show notes

Stocks selling off as new tariffs on Mexico, Canada, and China rattle investors – Carl Quintanilla, Sara Eisen, and David Faber broke down the latest out of Washington, and talked top picks amid the volatility with one portfolio manager arguing to look at names like TJX and Abbvie here. Plus, why Former Commerce Secretary Carlos Guttierez says “escalation is likely” when it comes to retaliatory measures – and the team discussed what it all could mean for the Fed’s next move.

Also in focus: retail earnings out of Target, Best Buy, and more – the stocks D.A. Davidson says to watch here; Apple’s China tariff headwinds; and Blackrock’s new ports deal.

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Cramer's Morning Take: Tech Stocks 3/4/25 Mar 04, 2025

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Jim and Jeff discuss the pullback in the tech trade. 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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Trump Tariffs and the Sell-Off, Target Warns, China Pain for Tesla 3/4/25 Mar 04, 2025

Show notes

Carl Quintanilla, Jim Cramer and David Faber explored how to navigate this market environment, with President Trump's tariffs against Canada, Mexico and China going into effect -- news that extended Monday's sell-off. The anchors reacted to what Commerce Secretary Howard Lutnick told CNBC about a trade reset in wake of the tariffs. Also in focus: Target sees tariffs impacting Q1 profits and CEO Brian Cornell says price hikes are likely days away, Best Buy tumbles, Tesla shares extend their slump as sales of its China-made EVs slide, Nvidia and the "Mag 7 blues."

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SOTS 2nd Hour: Tariffs Countdown, Crypto Reserve Details, Big Tech’s “Last Safe Haven” 03/03/25 Mar 03, 2025

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Stocks coming off a tough February - Carl Quintanilla, Sara Eisen, and David Faber broke down the latest for markets on the heels of another weak data print top of the hour (ISM Manu/Construction Spend). Plus, a discussion on the outlook for 2025 – with Yardeni Research’s Ed Yardeni, who’s betting growth will slow in Q1 – but re-accelerate into the back half of the year… Also, more with one analyst calling Apple the “safe-haven trade” of big tech.

Another key driver: Washington. From Trump’s hopes for a “Crypto Reserve” to a new national investigation into lumber imports, the team talked market implications – and dove deep into the ecosystem for rare earth minerals with the biggest producer in the western hemisphere (MP Materials) after Trump’s failed deal with Ukraine. Plus, a look at how China and retailers are prepping for tonight’s tariffs deadline.

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Roaring Into March: Trump Crypto Effect, Tariff Deadline Looms, Tesla from "Top Pick" to Protests 3/3/25 Mar 03, 2025

Show notes

On the first trading day of March, Carl Quintanilla, David Faber and Sara Eisen explored the whirlwind of activity coming out of the White House. President Trump's strategic crypto reserve plan sparked a weekend rally in digital currencies, followed by a Monday surge in crypto-related stocks. He also ordered a probe into imported lumber, while Canada, Mexico and China brace for Tuesday's tariff deadline. The anchors reacted to comments from Treasury Secretary Bessent and Warren Buffett about tariffs. Also in focus: Morgan Stanley's Adam Jonas names Tesla a "Top Pick," anti-Elon Musk protests outside Tesla showrooms, Kroger CEO steps down amid internal probe, Canada's energy minister talks tariffs ahead of Tuesday's deadline.

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SOTS 2nd Hour: Tariffs Countdown, Playing the Tech Tumble, Health of Housing 2/28/25 Feb 28, 2025

Show notes

All major indices on pace to end February lower - Carl Quintanilla, Sara Eisen, and David Faber broke down the latest for stocks along with Michael Santoli to kick off the hour – in addition to how to play the tech tumble here with one Fidelity PM who manages more than $20B. Plus, the latest out of Washington: as Ukrainian President Zelenskyy gets set to meet with President Trump on a new minerals deal, and the street looks ahead to Monday’s midnight deadline for tariffs on Canada and Mexico to take effect. Former Ford CEO Mark Fields calling those tariffs “devastating” in the near term for the American auto industry.

Also in focus: the health of housing after a month of disappointing prints – what it could portend for the spring selling season; Meta takes on OpenAI; and more on the results sending Dell and HPQ shares lower.

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Inflation Watch, Tech Sell-Off and Nvidia's Fall from $3T, China vs. Trump on Tariffs 2/28/25 Feb 28, 2025

Show notes

Carl Quintanilla, David Faber and Sara Eisen led off the show with market reaction to January PCE -- the Fed's preferred inflation gauge. KPMG Chief Economist Diane Swonk joined the discussion. The anchors delved into the tech sell-off and the tariffs effect: Nasdaq is on track for its worst monthly performance since September 2023, while Nvidia's market cap falls below $3 trillion -- leaving Apple as the only company with a valuation above that level. Also in focus: China vows to retaliate against President Trump's tariffs if necessary, bitcoin slides below $80,000, Dell earnings, OpenAI CEO Sam Altman says the company is "out of GPUs," Faber Report on Walgreens and M&A.

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SOTS 2nd Hour: Trump Tariffs Latest, Nvidia Takeaways, Cracking Down on Eggflation 2/27/25 Feb 27, 2025

Show notes

Carl Quintanilla, Sara Eisen, and David Faber broke down the latest for stocks - with new housing data at the top of the hour – and some mixed messaging around tariffs out of Washington. The President confirming this morning that March 4th tariffs on Mexico and Canada will go into effect as scheduled, with an additional 10% charge going to China - bringing their total rate to 20%.

Also in focus: Big Tech. The team hosted a bull/bear debate on Nvidia post-results, alongside exclusive comments from CEO Jensen Huang – and talked the potential PR problems facing Tesla, due to Elon Musk’s increasingly large obligations elsewhere (with shares now down more than 25% on the year).

Plus: A fresh check on egg-flation, as President Trump calls prices “a disaster” with the CEO of Vital Farms – and a look at the secret tax break within Trump’s ‘Gold Card’ plans.

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Cramer's Morning Take: Nvidia 2/27/25 Feb 27, 2025

Show notes

Jim and Jeff discuss the earnings beat by this 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

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