Squawk on the Street

Latest Episodes:

Hot Jobs Report Hits Stocks, Delta and Walgreens Surge, Constellation's $16.4B Power Play 1/10/25 Jan 10, 2025

Show notes

Carl Quintanilla, Jim Cramer and David Faber explored market reaction to the stronger-than-expected December jobs report: The results sent stocks down sharply and yields higher on concerns the Fed might not cut rates later this month. Shares of Delta and Walgreens surged on the companies' respective earnings beats. Constellation Energy agreed to acquire Calpine for $16.4 billion in cash and stock, as tech companies seek power for their AI data centers. Also in focus: Elon Musk's "best case outcome" for DOGE federal spending cuts, big media players cancel their joint sports streaming venture, California wildfires impact.

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SOTS 2nd Hour: Big Tech Gets Wrecked, A Quantum Slump, the State of Commercial Real Estate 1/8/2025 Jan 08, 2025

Show notes

Carl Quintanilla, Sara Eisen and David Faber began the show with stocks in the red as higher yields continued to bite. Sara broke down the morning’s data – ADP & Jobless Claims – ahead of a big interview with Outgoing Treasury Secretary Janet Yellen, and the team discussed the road ahead for markets with Truist Wealth’s Co-CIO Keith Lerner (who says to bet on Tech here).

A key sector lagging? Big tech, primarily Nvidia. Wedbush still calls the stock a buy, and the analyst behind that call joined the broadcast to defend his price target. Also in focus: Palantir slides into correction territory, quantum computing stocks slump after new comments from Nvidia CEO Jensen Huang, and the state of commercial real estate with RXR Chairman Scott Rechler.

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Quantum Stocks Take a Hit, Palantir's Pullback, California Wildfires 01/08/25 Jan 08, 2025

Show notes

Carl Quintanilla, Jim Cramer and David Faber led off the show with quantum computing stocks sliding by double-digits on comments made by Nvidia CEO Jensen Huang

at CES on Tuesday. But some names in the group remain up more than 1,000 percent over the past 52 weeks. The anchors also explored why another high flyer -- Palantir --

continues to fall from record highs. Also in focus: California wildfires force tens of thousands to evacuate, the 10-year yield jumps with inflation and tariffs in the spotlight,

AMD downgraded,vaccine stocks under pressure, eBay surges, Wall Street firms’ calls on obesity drug makers, Cleveland-Cliffs CEO fires back at U.S. Steel.

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Cramer's Morning Take: Nvidia 1/7/25 Jan 07, 2025

Show notes

Jim and Jeff discuss the rise of 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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SOTS 2nd Hour: Live: US Steel CEO, Jensen Huang’s CES Keynote, Apple & Tesla Downgraded 1/7/25 Jan 07, 2025

Show notes

Carl Quintanilla, Sara Eisen and David Faber began the show by discussing the key takeaways from Nvidia CEO Jensen Huang’s keynote at CES. His comments pushed the stock to a new record high before giving up some gains. The anchors also interviewed US Steel CEO, David Burritt on his decision to sue the Biden administration following the company’s failed merger with Nippon Steel. Also in the mix: the desk discussed the big tech downgrades of Apple and Tesla.

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Nvidia CEO's CES Keynote, Apple Hit With a "Sell" Rating, Meta-Mania from Fact-Checking to UFC 1/7/25 Jan 07, 2025

Show notes

Carl Quintanilla, Jim Cramer and David Faber engaged in a wide-ranging discussion about Nvidia – and what CEO Jensen Huang said about AI in his keynote at the Consumer Electronics Show

in Las Vegas Monday night. Shares of the chip giant briefly hit a record high and surpassed Apple as the world's most valuable company. Speaking of Apple, the anchors reacted to MoffettNathanson downgrading

the stock to "sell." Also in focus: Meta scraps its third-party fact checking program and appoints UFC CEO Dana White to its board, snack stocks' multi-year slump, a barrage of Wall Street calls, "Merger Monday" movers.

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Cramer's Morning Take: Tariff Stocks 1/6/25 Jan 06, 2025

Show notes

Jim and Jeff discuss the impact of tariffs on this consumer 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: Nvidia Record High Watch, Tech Bears Get Burned, and U.S. Steel Lawsuit Latest 1/6/25 Jan 06, 2025

Show notes

Sara Eisen and Carl Quintanilla discussed the latest for stocks as tech leads the charge – with most of the morning’s gains coming from the chips after strong results out of key player Foxconn. The team broke down the investing outlook for Nvidia and the rest of big tech with an analyst from D.A. Davidson, and a Neuberger Berman CIO who manages more than $500B.

Also in focus: the latest in the battle over U.S. Steel on the heel of new lawsuits, the staggering totals lost by short sellers in last year’s tech rally, and a deep dive on the impact of NYC’s new congestion pricing with a commissioner from the TLC.

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Stocks’ Fast Start, Gearing Up for Nvidia CEO's CES Keynote, U.S. Steel and Nippon Steel Sue Over Biden Blocking Their Merger 1/6/25 Jan 06, 2025

Show notes

Carl Quintanilla and Jim Cramer discussed stocks maintaining their upward momentum after the S&P 500 and Nasdaqsnapped five-day losing streaks on Friday.

The chip sector gets a boost ahead of Monday night's much-anticipated CES keynote by Nvidia CEO Jensen Huang. U.S. Steel and Japan's Nippon Steel sue the

federal government over President Biden's decision to block their merger. Also in focus: President-elect Trump's latest message on tariffs, United Airlines to test

Elon Musk's Starlink on flights, Guggenheim says "sell" Salesforce, Fed speak on rates, Fubo soars on Disney Hulu + Live TV deal, streamers get roasted at the Golden Globe Awards.

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The Nvidia Rally, 2025 Stock Picks, & an Exclusive: Turo CEO talks safety concerns 1/3/25 Jan 03, 2025

Show notes

Sara Eisen and Michael Santoli discussed the latest for stocks as markets rallied to close out the first week of 2025 - though all 3 indices are still lower since Monday. Charles Schwab's Fixed Income Head Kathy Jones broke down her strategy for yields, alongside Janus Henderson's Jeremiah Buckley who argues Goldman Sachs and Royal Caribbean are buys here. Plus, top healthcare picks for 2025, and a new cancer warning around alcohol consumption.

Also in focus: an exclusive with the CEO of car-sharing service Turo, as the company takes the spotlight after news that the trucks involved in New Years Day attacks — in New Orleans and Las Vegas — were rented on their app.

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