Squawk on the Street

Latest Episodes:

Stocks' Record Run, Musk-Altman AI Showdown, Apple's Rough January 1/23/25 Jan 23, 2025

Show notes

Carl Quintanilla, Jim Cramer and David Faber discussed what's ahead for the markets one day after the S&P 500 hit a record intraday high. The anchors also reacted to the showdown between Elon Musk and OpenAI CEO Sam Altman over the new Stargate joint venture, whose partners pledged to invest up to $500 billion in U.S. AI infrastructure. Also in focus: Apple in correction territory as this month's worst-performing "Magnificent 7" stock, GE Aerospace surges, Electronic Arts plunges, why BlackRock CEO Larry Fink is "cautiously optimistic," Cramer's take on which companies will have to roll back prices.

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SOTS 2nd Hour: Netflix Gains, Project “Stargate”, and Davos Deep Dives w/the CEOs of BNY & Williams-Sonoma 1/22/25 Jan 22, 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 as tech stocks led the broader markets higher. Netflix shares popping double digits after a top and bottom line beat, alongside plans to raise prices here in the US – why Guggenheim says there’s more room to run here.

Plus: Chip stocks alongside Oracle & Softbank in the green after Trump revealed the new “Project Stargate”, a $500B venture to boost AI Infrastructure in the U.S. – the key winners and losers at first glance.

Additionally: Sara discussed the latest on the consumer front – and regulation - with the CEOs of the Bank of New York and Williams-Sonoma, both live from the World Economic Forum in Davos during the hour.

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Arm CEO on AI Infrastructure Joint Venture, Netflix Soars, Exclusive: United Airlines CEO 01/22/25 Jan 22, 2025

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Carl Quintanilla, Jim Cramer and David Faber discussed stocks extending Tuesday's gains. The tech sector getting a lift one day after President Trump announced that Softbank,

Oracle and OpenAI are forming a joint venture to invest up to $500 billion in AI infrastructure in the U.S. Arm Holdings CEO Rene Haas joined the program to discuss the chip designer's role

in the partnership. The anchors also reacted to Netflix shares soaring on a Q4 beat, record subscriber growth and new price hikes. In a CNBC Exclusive, United Airlines CEO Scott Kirby

discussed the carrier's stronger-than-expected earnings and guidance. The stock has nearly tripled from a year ago. Also in focus: Procter & Gamble, Johnson & Johnson and Travelers join the earnings parade.

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SOTS 2nd Hour: Trump Day 1, Beijing’s Tariff Preparations, & Davos Deep Dives w/the CEOs of Pepsi and Gap 1/21/25 Jan 21, 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 Day 1 of the Trump Administration. Charles Schwab Chief Investment Strategist Liz Ann Sonders gave her outlook for the broader markets – plus one energy investor talked his top picks given deregulation ahead. Also in focus during the hour: Trump’s impact on Crypto, and how factories across China are preparing for possible tariffs ahead.

Additionally: Sara discussed the latest on the consumer front – and regulation - with the CEOs of Pepsico and Gap, both live from the World Economic Forum in Davos during the hour.

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Cramer's Morning Take: Coterra Energy & Honeywell 1/21/25 Jan 21, 2025

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Jim and Jeff explain why The Club is trimming its positions in two 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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Markets and Pres. Trump: The Sequel, Mnuchin Talks TikTok, Apple Extends January Losses 1/21/25 Jan 21, 2025

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On the first trading day since President Trump began his second term in White House, Carl Quintanilla, Jim Cramer and David Faber covered all of the bases regarding what the change in the presidency could mean for investors. The anchors discussed tariffs, tech titans at the inauguration, and the flurry of executive orders the president signed -- including one which halts the ban of TikTok. Former Treasury Secretary Steven Mnuchin joined the program to discuss the future for TikTok and the new Trump administration. Also in focus: Apple slides on a downgrade, 3M leads the earnings winners.

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Cramer's Morning Take: Tiktok Ban 1/17/25 Jan 17, 2025

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Jim and Jeff discuss the potential winners from a TikTok ban. They also dive into this big tech stock’s dip. 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: TikTok SCOTUS Decision & Analysis 01/11/25 Jan 17, 2025

Show notes

Breaking news this hour as the Supreme Court issued their opinion on Tiktok, voting unanimously to uphold the federal law banning the app beginning Sunday unless it’s sold by its China-based parent company Bytedance.

Sara Eisen and Michael Santoli broke down the news with analysis from Wall Street to Washington, including but not limited to: a Bytedance investor, a former NSA General Advisor, an analyst who covers social media stocks, and CNBC’s own Eamon Javers alongside Julia Boorstin, with headlines throughout the hour.

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Markets Reach the End of the Biden Era, Tech Titans Court Trump, TikTok's Fate 1/17/25 Jan 17, 2025

Show notes

Jim Cramer and Sara Eisen discussed market movers on the final trading day before Donald Trump returns to the presidency on Monday. The anchors looked at the best- and worst-performing S&P 500 stocks since Joe Biden became president, including Nvidia skyrocketing more than 900%. Also in focus: Mega-tech CEOs set to attend Trump's inauguration, the Supreme Court and the TikTok ban, Apple's stock slump, the Medicare news that sent shares of obesity drugmakers Eli Lilly and Novo Nordisk lower, Treasury secretary nominee Scott Bessent on Trump tax cuts, a retention award for Goldman Sachs CEO David Solomon.

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SOTS 2nd Hour: Fed Governor Waller, Canada’s International Trade Minister, and Trump’s Treasury Pick Before The Senate 1/16/25 Jan 16, 2025

Show notes

Carl Quintanilla, Sara Eisen and David Faber broke the latest for stocks after another busy morning of data and earnings – plus the Senate Finance Committee’s Confirmation Hearing for Trump’s Treasury pick Scott Bessent.

To start the hour: Fed Governor Waller joined the team to breakdown recent inflation data, telling Sara that rate cuts ARE possible in the next few months. He also noted that December’s CPI could mean PCE – the Fed’s preferred inflation gauge – would come in close to the Fed's target for December.

Also in focus: Trump’s tariff threats towards Canada, and what they would mean for consumers. Canada’s Minister of International Trade not mincing words with the team at Post 9 this hour.

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