Squawk on the Street

Latest Episodes:

SOTS 2nd Hour: Amazon’s Weak Forecast, Betting on the Big Game, Live: Pinterest CEO 2/7/25 Feb 07, 2025

Show notes

Carl Quintanilla, Sara Eisen and David Faber started the show looking at Amazon’s latest results, which sent the stock lower. The tech giant issued a disappointing revenue forecast and pointed to its weakest growth on record. The show also headed down to New Orleans for an interview with the CEO of DraftKings, with Americans expected to bet more than $1 billion on the Super Bowl this weekend. Later in the hour, Pinterest CEO Bill Ready broke down his company’s latest results, following a strong Q4.

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Amazon’s Jungle, SoftBank's Massive OpenAI Investment, Exclusive: Pres. Trump's New Energy Secretary 02/07/25 Feb 07, 2025

Show notes

Carl Quintanilla, David Faber and Sara Eisen led off the show with key employment data showing softer-than-expected job growth in January. The anchors also discussed

Amazon shares falling after the tech giant delivered Q4 cloud revenue and current quarter guidance misses -- plus a $105 billion capex spending plan for investing in AI.

Faber Report: David's sources told him Softbank is set to invest $40 billion in OpenAI at a $260 billion valuation. Brian Sullivan sat down exclusively with new U.S. Energy Secretary

Chris Wright. Elon Musk and DOGE were among the topics they discussed. Also in focus: Meta aims for a 15-day win streak, Tesla EV sales fall in China, Pinterest and Affirm soar.

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Cramer's Morning Take: Bristol Meyers 2/6/25 Feb 06, 2025

Show notes

Jim and Jeff discuss the profit guidance for this pharmaceutical 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: Tesla Loses Energy; Live: ARM CEO, and Hilton CEO Talks Growth Ahead Feb 06, 2025

Show notes

Carl Quintanilla, Sara Eisen and David Faber broke down a busy morning for earnings – with key reports across retail, industrials, and the semis. $ARM a key laggard - Jim Cramer joined the top of the hour to breakdown results with CEO Rene Haas, while Hilton’s CEO joined later in the hour, also on earnings.

Plus: why Ford and Tesla shares could be running out of gas; a healthcare wrap-up, including new numbers out of Eli Lilly & Bristol Myers; what to expect out of Amazon earnings; and a live report from New Orleans on the state of Superbowl sports betting

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Tech's Triple Whammy, Tesla and Ford in Reverse, Honeywell CEO on Split Decision 2/6/25 Feb 06, 2025

Show notes

Carl Quintanilla, Jim Cramer and David Faber focused on a barrage of earnings, including results in the chip sector: Shares of Qualcomm and

Arm Holdings down sharply despite better-than-expected quarterly results. Apple supplier Skyworks Solutions plunged on revenue guidance.

A pair of auto stocks also under pressure: Tesla hurt by weak sales in Europe, while Ford's full-year guidance overshadowed a Q4 beat.

Honeywell CEO Vimal Kapur joined the program to discuss the Dow component's decision to split into three independent companies.

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Cramer's Morning Take: Alphabet 2/5/25 Feb 05, 2025

Show notes

Jim and Jeff discuss the earnings report from this mega cap tech 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: Alphabet’s Revenue Miss, Musk’s Role in Government, Live: Shell CEO 02/05/25 Feb 05, 2025

Show notes

Carl Quintanilla, Sara Eisen and David Faber broke down the weakness in big tech. Alphabet shares dropped on its latest quarterly results, following a revenue miss and soaring AI investments. Apple shares were also under pressure on a report that China is considering a probe into the company’s App Store practices. Later in the hour, Eamon Javers discussed Elon Musk’s role in the U.S. government, after he was officially designated a “special government employee.” Also in the show: Shell CEO Wael Sawan joined the program to discuss how the company is navigating global trade tensions.

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"A" is for Alphabet and AMD Sliding, China vs. Apple, Uber CEO Exclusive 02/05/25 Feb 05, 2025

Show notes

Carl Quintanilla, Jim Cramer and David Faber drilled down on catalysts for Wednesday's tech pullback: Alphabet posts a Q4 revenue miss and announces

a $75 billion capex plan, AMD misses on AI data center revenue and China reportedly weighs a probe into Apple's App Store. In a CNBC exclusive,

Uber CEO Dara Khosrowshahi joined the anchors at Post 9 to discuss his company's Q4 results, autonomous driving and the guidance that weighed on the stock.

Also in focus: Disney's Q1 beat and streaming subscriber losses, earnings winners and losers -- including one stock that plummeted 35%.

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SOTS 2nd Hour: China Tariffs Latest; Palantir Surges; A Spirits Slowdown 2/4/25 Feb 04, 2025

Show notes

A mixed morning for stocks as China announces retaliatory tariffs on some American imports like oil – Carl Quintanilla, Sara Eisen, and David Faber broke down the latest, beginning the hour with a fresh read from the ground in Beijing and some economic data (Factory Orders & JOLTS). Charles Schwab’s Chief Investment Strategist gave her reaction to all the news - warning, “Tariffs delayed doesn’t necessarily mean tariffs canceled”. Why she’s forecasting potential pain – and higher inflation – ahead. Plus, a look at how retailers are preparing – and what it means for prices.

Also a busy morning for earnings: Palantir shares surging on AI demand - why Jefferies is sticking by its sell call; More on Diageo results as the stock hits 2020 lows; What PepsiCo CEO thinks of tariffs – and quarterly results; And the biopharma breakdown after new numbers out of Merck and Pfizer

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China Retaliates Against U.S. Tariffs, Palantir Soars, Merck Tumbles 02/04/25 Feb 04, 2025

Show notes

Carl Quintanilla, Jim Cramer and David Faber explored the potential impact of China's retaliatory measures against the U.S., after President Trump's 10% tariffs on Chinese goods

took effect early Tuesday morning. Palantir shares soared after AI demand fueled better-than-expected Q4 results and guidance. The anchors reacted to what Palantir CEO Alex Carp

said on his company's earnings call about the Elon Musk/DOGE "disruption." Other earnings movers: Shares of Merck, Estee Lauder and PayPal take a hit -- while Spotify surges.

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