Squawk on the Street

Latest Episodes:

SOTS 2nd Hour: The Nvidia Way, 2025 S&P Targets, and A Crypto Christmas 12/9/24 Dec 09, 2024

Show notes

David Faber, Sara Eisen, and Carl Quintanilla broke down the latest for stocks ahead of a fresh inflation read later this week – and as a number of Wall Street firms raised their 2025 S&P targets (including Barclays, whose defense of that call is featured within the hour). A key focus? How the consumer’s holding up – and how tariffs could impact spending and the path for rates, with Moody’s Chief Economist arguing it could be a challenging year ahead. That said – another report says rising crypto prices could provide a big tailwind to retailers this holiday season, we’ll explain.

Another key part of today’s broadcast: big tech and what to do with Nvidia shares, as the company faces new scrutiny from Chinese antitrust regulators. The team also caught up with the author of a new deep-dive on the company, “The Nvidia Way: Jensen Huang and the Making of a Tech Giant” to discuss how to spot the next trillion dollar opportunity.

Also in focus: Hershey/Mondelez look at a potential deal, Trump’s “Golden Cabinet”, and a new call on Bank of America

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Cramer's Morning Take: Nvidia Probe 12/9/24 Dec 09, 2024

Show notes

Jim and Jeff discuss Nvidia after a regulator in China said it was investigating the chipmaker over possible violations of the country’s antimonopoly law. 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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Record Highs and Parabolic Stocks, China Investigates Nvidia, Ad Giants' Megamerger Deal 12/9/24 Dec 09, 2024

Show notes

Carl Quintanilla, Jim Cramer and David Faber explored what to make of Wall Street firms' price target hiking parade, with the S&P 500 and Nasdaq at record highs.

Hear what Jim said about the catalysts driving the parabolic moves in stocks such as Applovin and Palantir. The anchors also discussed China regulators investigating Nvidia

over possible violations of the country's anti-monopoly law. Also in focus: Bytedance vs. the law that would force a sale or ban of TikTok in the U.S., what President-elect Trump

told NBC News, the Omnicom-Interpublic merger deal to create the world's largest ad agency, Apollo and Workday to enter the S&P 500, why Deutsche Bank named Tesla a "Top Pick" for 2025.

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Cramer's Morning Take: Jobs Report 12/6/24 Dec 06, 2024

Show notes

Cramer discusses the jobs report for November that came in better than expected. 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: An Exclusive w/Trump’s New FCC Pick, Big Highs For Big Tech, HPE CEO 12/6/24 Dec 06, 2024

Show notes

David Faber, Melissa Lee, and Carl Quintanilla began the hour by breaking down this morning’s jobs report – coming in better than estimates, though unemployment ticked up to 4.2% - and what it means for stocks. Goldman’s Chief Economist arguing the Fed will still cut rates despite those strong numbers – and a potentially higher inflation print next week. The team also caught up with President-Elect Trump’s pick for FCC Chairman: Current FCC Commissioner Brendan Carr, who gave his vision for policy ahead.

Also in focus: new all-time highs for Apple, Tesla, and Meta; plus a fresh read on AI demand with the CEO of Hewlett Packard Enterprise – after quarterly results there.

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Job Growth Rebounds, Mr. Musk "DOGE" to Washington, Lululemon Soars: CEO "First on CNBC" 12/6/24 Dec 06, 2024

Show notes

Carl Quintanilla, Jim Cramer and David Faber led off the show with the better-than-expected November employment report, as Wall Street awaits this month's Fed decision on interest rates. The anchors also discussed what

Elon Musk said during his Thursday visit to Capitol Hill. He and Department of Government Efficiency (DOGE) task force partner Vivek Ramaswamy met with GOP lawmakers about President-elect Trump's push to slash federal spending.

Lululemon CEO Calvin McDonald joined Carl, Jim and David at Post 9 to discuss his company's quarterly results and holiday season outlook that sent the stock soaring. Also in focus: HPE and Ulta Beauty surge, Nasdaq up 30% in 2024,

the investigation into the killing of UnitedHealthcare CEO Brian Thompson, The NYSE observes a moment of silence in remembrance of Art Cashin -- and the anchors share their memories about the Wall Street veteran.

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Cramer's Morning Take: Disney, Honeywell & TJX 12/5/24 Dec 05, 2024

Show notes

Cramer says this industrial stock continues to overpromise and underdeliver. He also talks about his expectation for a turnaround in this media stock and the analysts price hikes of this retailer. 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: Bitcoin $100K, Bath & Body Works CEO, Meta's $10B AI Investment 12/5/24 Dec 05, 2024

Show notes

David Faber, Leslie Picker and Mike Santoli began the hour by discussing Bitcoin hitting $100K, as the crypto’s rally reached new heights. The move higher came the same day that President-elect Trump said he would nominate Paul Atkins as SEC chair. Other names in the space like Microstrategy, Coinbase and Riot Platforms all rallied as well. The show later brought on Bath & Body Works CEO Gina Boswell to discuss her company’s holiday retail strategy. Also in the mix; the desk hit Meta’s plan to build a $10 billion AI data center in Louisiana.

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Record Highs for Stocks, Bitcoin Tops $100,000, Trump Transition: New Picks 12/5/24 Dec 05, 2024

Show notes

David Faber and Jim Cramer discussed a double dose of history and what it means for investors: The major stock indices at record highs -- and bitcoin surpassing $100,000 for the first time, sparked by President-elect Trump choosing former SEC Commissioner

Paul Atkins to chair the agency. The anchors also reacted to more of Trump’s picks, including Gail Slater as the Justice Department's antitrust chief and Fiserv CEO Frank Bisignano to head the Social Security Administration. Also in focus: The investigation into the shooting death of UnitedHealthcare CEO Brian Thompson, Elon Musk's AI push, What Fed Chair Powell and Jeff Bezos told The New York Times DealBook Summit, Disney's dividend hike, American Eagle Outfitters tumbles and leads the retail earnings spotlight.

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Cramer's Morning Take: Eli Lilly & Bristol Myers 12/4/24 Dec 04, 2024

Show notes

Cramer wants to use ‘every opportunity’ to buy more of this pharma 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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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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