Squawk on the Street

Latest Episodes:

SOTS 2nd Hour: State of the AI Arms Race, CNBC Fed Survey, Trump’s Tariff Plans 1/28/25 Jan 28, 2025

Show notes

After a historical sell-off, Carl Quintanilla, Leslie Picker, and David Faber broke down the latest for stocks with fresh consumer data at the top of the hour. A slew of earnings movers - from General Motors to Royal Caribbean to Lockheed and more – helping drive markets alongside hangover from yesterday’s big moves, with AI names like Nvidia trying to recoup small gains. Senior Markets Commentator Michael Santoli calling the volatility – and sell-off – a healthy response, find out why to start the hour.

Plus: more on the future of AI – from what Trump’s tariffs could mean for chip stocks, how private markets are handling this DeepSeek news, why one NYU Professor is calling OpenAI the “WeWork of AI” – and a look at the staggering wealth tech billionaires lost in yesterday’s AI carnage.

Also in focus: details on Elon Musk’s new deal with Visa for “X Money Accounts”; Chevron and GE Vernova’s new partnership to power AI data centers; what investors should know about the Smithfield IPO today; results from CNBC’s latest Fed Survey

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Cramer's Morning Take: Winners of DeepSeek Panic 1/28/25 Jan 28, 2025

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Jim and Jeff discuss the impact of DeepSeek on tech 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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Stocks Stabilize Following Tech Rout, Boeing CEO on Recovery Plan 1/28/25 Jan 28, 2025

Show notes

The opening hour of CNBC’s "Squawk on the Street" with Carl Quintanilla, Jim Cramer and David Faber is broadcast each weekday from the floor of the New York Stock Exchange, on site at the opening bell with the up-to-the-minute news investors need to know and interviews with the most influential CEOs and greatest market minds.

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Cramer's Morning Take: DeepSeek Panic 1/27/25 Jan 27, 2025

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Jim and Jeff discuss why this semiconductor stock is a buy. 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: Breaking down the sell-off – and just what is DeepSeek? 1/27/25 Jan 27, 2025

Show notes

Stocks selling off on what could be a possible re-rating of U.S. Tech dominance – and a re-evaluation of the AI rally… Carl Quintanilla, David Faber, and Leslie Picker broke down the latest, alongside Senior Markets Commentator Michael Santoli who put today’s numbers into context.

Across the hour, the team discussed the implications of this DeepSeek news for semiconductor stocks, big tech, energy, and private AI companies like OpenAI – plus, got one skeptic’s take on the technology.

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Market Sell-Off: China AI Push Sparks Tech Tumble, Nvidia's Double-Digit Slide 1/27/25 Jan 27, 2025

Show notes

Carl Quintanilla, Jim Cramer and David Faber covered a rough start to the week for stocks. Worries about competition from Chinese AI startup DeepSeek sparked a sell-off on Wall Street, led by Nvidia and other tech names whose shares fell by double digits Power providers that have benefited from the data center boom also saw their shares take a hit. The anchors explored what's at stake for the AI trade. Also in focus: Market bright spots, AT&T's earnings beat, no proxy fight for Pfizer, Jim celebrates the Eagles' NFC Championship victory.

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Cramer's Morning Take: Eli Lilly & Novo Nordisk 1/24/25 Jan 24, 2025

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Jim and Jeff discuss the latest trials 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: Venture Global IPO, CSX CEO, and Boeing’s Big Warning 1/24/25 Jan 24, 2025

Show notes

Another record high on the S&P as Carl Quintanilla, David Faber, and Leslie Picker discussed the state of the record rally – and fresh data at the top of the hour – with Senior Markets Commentator Michael Santoli. A key focus for investors? One of the biggest energy IPOs of the decade, the first test of demand for new listings under Trump: Venture Global. The company’s CEO joined the team with his outlook ahead of the first trade.

Also within the hour: the CEO CSX, breaking down results sending those shares lower; a look at Trump’s battle with the banks over their treatment of conservatives; Boeing’s warning of a big loss ahead; and the global economic outlook according to ECB President Lagarde, IMF Chief Georgieva, and more.

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S&P 500's Record Rally, Meta's $65B AI Investment Plan, Novo Nordisk's Obesity Drug Boost 1/24/25 Jan 24, 2025

Show notes

Carl Quintanilla, Jim Cramer and David Faber discussed the S&P 500 hitting a fresh record high and where "Magnificent 7" stocks fit into the picture. The anchors also reacted to Mark Zuckerberg's plans for Meta to expand AI investment by spending up to $65 billion this year. Also in focus: Novo Nordisk surges on early trial results involving its experimental weight-loss drug, earnings from Dow components American Express and Verizon, LNG exporter Venture Global going public with the largest energy IPO in years, Tim Cook appears in a promo for the Apple TV+ show "Severance."

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SOTS 2nd Hour: Top Tech Picks, A Billionaire Spending Spar, and Davos Deep Dives w/the CEO of Pinterest & SHEIN’s Exec Chairman 1/23/25 Jan 23, 2025

Show notes

Carl Quintanilla and David Faber – alongside Sara Eisen, live from the World Economic Forum in Davos this hour – broke down the latest for stocks on a busy morning for earnings. Tech a key focus after the sector’s best day since November: why one T Rowe Price Portfolio Manager says there’s more room to run, and his top picks in the space. Plus, a look at the stocks set to benefit from Trump’s big AI Stargate Project according to Wells Fargo.

Also making headlines: a spending spar between billionaires… Elon Musk, OpenAI’s Sam Altman, and Microsoft’s Satya Nadella trading public blows over Stargate funding – with fresh developments during the hour.

Additionally: Sara discussed the latest on the consumer front, 2025 regulation concerns, and more - with the CEO of Pinterest and the Executive Chairman of SHEIN, both live from the World Economic Forum in Davos during the hour.

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