Squawk on the Street

Latest Episodes:

SOTS 2nd Hour: DOJ Targets UnitedHealth, Auditing the Fed? Plus: Visa, IMAX CEOs 02/21/25 Feb 21, 2025

Show notes

Description: Carl Quintanilla, Morgan Brennan, and David Faber discussed the latest for stocks on another morning seeing selling: the Dow, S&P, and Nasdaq all on pace to end the week in the red. United Health a big drag across indices on news of a potential probe from the DOJ – the team broke down the latest there to kick off the hour. Plus, why Edward Jones Senior Investment Strategist sees no recession in sight, and new data when it comes to housing and the consumer.

2 CEOs joined Squawk on the Street this hour: Visa’s Ryan McInerney with his outlook following the company’s investor day, and IMAX’s CEO broke down demand trends in China.

Also in focus: comments from OpenAI’s CFO at the FII Summit in Miami; the SEC dropping its case against Coinbase; Musk wants to audit the Federal Reserve; and a look at why Celsius shares are surging.

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UnitedHealth Shares Plunge, Travel Earnings, Musk to Audit the Fed? 2/21/25 Feb 21, 2025

Show notes

Carl Quintanilla and Jim Cramer kicked off the show live from the NYSE, with co-anchor David Faber still in Miami for the FII Priority Summit in Miami. The anchors began the show with UnitedHealth shares sliding following a report that the DOJ is investigating the company’s Medicare billing practices. The news impacted other names in the space like Cigna, CVS Health, and Humana, which all moved lower in sympathy. The desk also hit some of the big travel names on the move including Booking Holdings, which rallied on its latest numbers. Also in the mix; the group discussed Elon Musk’s appearance at CPAC, where he said he was thinking of auditing the Fed.

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SOTS 2nd Hour: Stocks Under Pressure, Lilly’s Next Big Bet, & Oracle CEO Safra Katz 2/20/25 Feb 20, 2025

Show notes

Carl Quintanilla and Michael Santoli broke down another volatile morning for stocks as the Dow, S&P, and Nasdaq all took a leg lower. Walmart a big drag across indices post-results after guidance came in below estimates – the team broke down fresh comments from the company’s CFO with UBS Analyst Michael Lasser, who still calls the stock a buy here.

Plus - from DOGE checks to tax cuts, the desk got the latest from Washington – as Citi’s Chief Equity Strategist warns there’s more risk than reward when it comes to Trump’s policies, at least in the near term.

Also within the hour: Carvana’s CEO breaks down results sending shares lower, Eli Lilly’s next big bets (and they’re not weightloss drugs) and Oracle’s CEO - live from the Future Investment Institute’s Priority Conference in Miami with her outlook for AI.

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Walmart’s Soft Outlook, Baba’s Big Beat, Live: OpenAi CFO 2/20/25 Feb 20, 2025

Show notes

Carl Quintanilla and Jim Cramer kicked off the show live from the NYSE, with co-anchor David Faber joining live from the FII Priority Summit in Miami. The anchors hit the morning’s biggest earnings movers starting with Walmart. The major retailer topped earnings and revenue estimates for its fiscal fourth quarter, but said its profit growth will slow in the current fiscal year. Another big name to watch was Alibaba, after shares of the company surged on strong results, with the stock now up 60% year-to-date. Later in the hour, Faber brought in OpenAI CFO Sarah Friar, in her first interview since Elon Musk made an $97.4 billion unsolicited bid for OpenAI.

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Cramer's Morning Take: Honeywell 2/19/25 Feb 19, 2025

Show notes

Jim and Jeff discuss why they bought more of this industrial 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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SOTS 2nd Hour: M&A Under Trump, Tariff Tech Picks, & DeepSeek-ing New Funds? 2/19/25 Feb 19, 2025

Show notes

Carl Quintanilla and Courtney Reagan broke down today’s market set-up after President Trump laid out new tariff threats for 3 key industries: Autos, Pharma, and Semiconductors. Stocks under pressure as earnings from a number of sectors disappoint: Toll Brothers results hitting the homebuilders, Bumble plunging double-digits, and Etsy citing consumer headwinds… But that said: some green shoots in energy, from Solaredge to Occidental.

Within the hour: the team talked top tech picks with Wedbush’s Dan Ives, fresh off a channel check in Asia; the state of the AI arms race with Logan Bartlett of Redpoint Ventures; broke down one sector still licking its wounds post-DeepSeek sell-off; and discussed Trump’s decision to keep Biden-era rules around merger reviews - with one former FTC Commissioner who says that’s not a bad thing.

Also in focus: Saudi-backed Future Investment Institute kicking off its “Priority Summit” in Miami, with President Trump expected to attend – David Faber brought a live read from the ground, and broke down expectations with CEO Richard Attias.

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There’s a New Tariff in Town, Taking a Toll, The New Berkshire? 2/19/25 Feb 19, 2025

Show notes

Carl Quintanilla and Jim Cramer began the conversation discussing what the president’s new call for tariffs might mean for the markets. In his remarks to reporters yesterday, President Trump suggested 25% tariffs on autos, pharma and semiconductors that could go even higher. The anchors then shifted to some of the day’s biggest earnings movers, including Toll Brothers. Shares of the homebuilder dropped at the open following the company’s miss on estimates. Later in the hour, the desk also mentioned Bill Ackman raising his takeover offer for Howard Hughes Holdings, saying he will turn it into a ‘modern-day Berkshire.’

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Cramer's Morning Take: Constellation Brands 2/18/25 Feb 18, 2025

Show notes

Jim and Jeff discuss this alcohol maker as Berkshire Hathaway buys stake in the company. They also dive into what led to the rise in shares for these health care stocks. 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: Stocks Near Fresh Highs, The Fate of Intel, and Let's Grok & Roll 2/18/25 Feb 18, 2025

Show notes

Carl Quintanilla, Seema Mody, and Michael Santoli discussed the latest for stocks as the S&P and Nasdaq sit inches from new all-time highs. To kick off the hour: NAHB housing data, the latest from the White House, and why Stifel's Chief Economist is warning of a 10% sell-off ahead. Plus, one Former Commerce Secretary's take on tariffs, Trump, DOGE... And a read from the ground in Beijing as President Xi Jinping tries to reboot relations with the country's private sector.

A number of market movers also in focus: Broadcom & Taiwan Semi eye a deal for Intel; the latest on a new Delta Airlines crash; Conagra's guidance cut; what's driving Meta's record rally; and a look at Musk's newest iteration of 'Grok'

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Doge Disagreement, Airline Layoffs, The Return of Jack Ma? 02/18/25 Feb 18, 2025

Show notes

David Faber and Jim Cramer started the show with a look at the markets on this shortened trading week, with the S&P nearing another record high. The desk then brought in Megan Cassella, who joined the program live from the White House. She broke down the latest in D.C. including a top Social Security official resigning after clashing with Elon Musk’s DOGE over data access. Later in the hour, the desk discussed Chinese President Xi holding a rare meeting with top business leaders, which included Alibaba’s Jack Ma. Also in the mix: Southwest Airlines announced it will slash 15% of its corporate workforce.

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.

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