Squawk on the Street

Latest Episodes:

Fed Decision Day, Tesla Investor Angst Over Musk, FTX and "Old-Fashioned Embezzlement" 12/14/22 Dec 14, 2022

Show notes

Carl Quintanilla, Jim Cramer and David Faber focused on markets anticipating Wednesday's Fed interest rate hike decision, policy statement and Fed Chair Powell's news conference. What's at stake for your portfolio? The anchors explored Tesla's ongoing stock slump as key investors express frustration with Elon Musk's focus on Twitter. Also in the spotlight: A Senate Banking Committee hearing on FTX's collapse one day after new FTX CEO John Ray III told House lawmakers the bankrupt crypto exchange engaged in "old-fashioned embezzlement." Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Consumer Inflation Data Fuels Rally, SBF Arrested and Indicted, Boeing CEO on Huge United Order 12/13/22 Dec 13, 2022

Show notes

Carl Quintanilla, Jim Cramer and David Faber led off the show with cooler-than-expected inflation data sparking a rally on Wall Street: The November Consumer Price Index rose 7.1% year-over-year, fueling hopes that tomorrow's Fed decision will result in a less aggressive interest rate hikes. The anchors discussed the big news surrounding Sam Bankman-Fried: After being arrested in the Bahamas at the request of the U.S., the founder and former CEO of FTX was hit with an eight-count federal indictment, with charges including wire fraud and conspiracy. The SEC charged Bankman-Fried with defrauding investors in FTX. Boeing CEO Dave Calhoun joined the program to discuss United Airlines making the biggest 787 Dreamliner order in Boeing's history. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

M&A Monday, Big Week for the Markets, BofA: “Short U.S. Tech" in 2023. 12/12/22 Dec 12, 2022

Show notes

Carl Quintanilla, Jim Cramer and David Faber led off the program with a busy day in M&A: Amgen agreeing to acquire Horizon Therapeutics in a deal valued at $27.8 billion, Thoma Bravo to take Coupa Software private in an $8 billion transaction and barbecue grill maker Weber agrees to a $2.3 billion buyout from BDT Capital. The anchors also explored what's at stake for the markets this week, with the Consumer Price Index due out Tuesday and the Fed's decision on interest rates scheduled for Wednesday. Also in focus: Bank of America says "Short U.S. Tech" is among its "Top 10 Trades for 2023," Tesla shares slump further as Elon Musk and Twitter remain in the spotlight, Goldman Sachs cuts RH to "Sell" as part of a wide-ranging retail sector call, plus the anchors remember the motion picture, "Wall Street" -- 35 years later. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Manifest Space #23: SLS Splashdown with Former NASA Administrator Jim Bridenstine Dec 12, 2022

Show notes

NASA's Artemis I came to a close this weekend, wrapping up a nearly 26-day unmanned spaceflight around the moon. The mission marks the first flight of SLS, the most powerful operational rocket, and kicks off a series of missions which will eventually send Americans back to the lunar surface. Morgan discusses the historic mission, outlook for future launches and the lunar economy with former NASA Administrator Jim Bridenstine. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Hotter-Than-Expected PPI, the FTC vs. Microsoft-Activision, An Exclusive With Lululemon's CEO 12/9/22 Dec 09, 2022

Show notes

Carl Quintanilla, Jim Cramer and David Faber led off the show with market reaction to new wholesale inflation data: The Producer Price Index for November came in hotter than expected, ahead of next week's Fed decision on interest rates. David highlighted three items on investors' radar as the Federal Trade Commission seeks to block Microsoft's planned acquisition of Activision Blizzard. Lululemon CEO Calvin McDonald joined the program to discuss his company's Q3 earnings beat, the holiday quarter guidance pressuring the stock and managing pricing power in an inflationary environment. Also in focus: Costco misses, the message from RH's CEO, Broadcom shares jump, Salesforce Chairman and Co-CEO Marc Benioff defends the company's stock and FTX founder Sam Bankman-Fried said he'll testify before Congress next week. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Tesla’s Turbulent Track, Exxon Boosts Buybacks, Blackstone’s Jon Gray 12/8/22 Dec 08, 2022

Show notes

Carl Quintanilla, Jim Cramer and David Faber began the show by breaking down the markets with the S&P coming off its 5th negative session in a row. They also reacted to Citi CEO Jane Fraser warning that the United States is likely to enter a recession in 2023. The anchors then talked Tesla, down again in early trading on a report that the company is shortening Shanghai factory shifts and delaying new hires. Also in the hour: David had an exclusive interview with Blackstone President Jon Gray, over the company’s decision to limit withdrawals from its $69 billion private REIT. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Easing Restrictions, Paramount CEO Bob Bakish, Strength in Soup 12/7/22 Dec 07, 2022

Show notes

Carl Quintanilla, Jim Cramer and David Faber started the hour by taking a closer look at China relaxing its Covid restrictions and moving away from its ‘zero-Covid’ policy. China’s trade also plunged to its lowest level since 2020 amid those Covid curbs. The anchors also turned to Paramount Global, which moved lower again after the company warned of an ad sale slowdown; David sat down exclusively with Paramount CEO Bob Bakish. Also in the mix: Jim broke down Campbell Soup for his ‘Mad Dash’ after the company moved higher on its earnings beat. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Stocks Aim to Rebound, Fading CEO Optimism, Crypto a “Sideshow?” 12/6/22 Dec 06, 2022

Show notes

Carl Quintanilla, Jim Cramer and David Faber began the hour by breaking down the markets aiming to rebound a day after stocks suffered their worst performance in nearly a month. The S&P also posted its third straight day of declines. The anchors then turned their attention to cryptocurrencies, after JPMorgan CEO Jamie Dimon called the industry a “sideshow.” Dimon also went on to say tokens are “like pet rocks.” Also in the mix: shares of Meta dropped again following news that the company’s oversight board concluded that Meta gives its VIP users an unfair advantage. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

New Market Week, The "China Effect" on Tesla, Chinese Stocks Rally and SBF Tweets "I Will Testify." 12/5/22 Dec 05, 2022

Show notes

Carl Quintanilla, Jim Cramer and David Faber explored what to expect from the markets after a positive week for stocks. China playing a big role in the discussion: Oil prices higher and Chinese stocks such has Alibaba in rally mode after China loosened some COVID restrictions, Morgan Stanley ups Chinese equities to "overweight," Apple reportedly looking to move some of its production out of China and Tesla shares slump on reports the automaker is cutting Model Y production in Shanghai. Also in focus: FTX founder Sam Bankman-Fried tweeted he "will testify" before House lawmakers at some point, the CEO of North Face and Timberland parent VF Corp. to retire, Starbucks downgraded, a media stocks roundup and Delta's big pay hike in its deal with pilots. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Markets Fall On Jobs Report, Assessing the Corporate Layoffs Picture and Musk Talks Tesla Semi: "Badass" 12/2/22 Dec 02, 2022

Show notes

Jim Cramer and David Faber led off the show with reaction to the stronger-than-expected November employment report, which reignited market fears of aggressive Fed interest rate hikes. 263,000 non-farm jobs were created, the unemployment rate remained at 3.7% and wage growth surged. Was Wednesday's "Powell Rally" ill-advised? The anchors also assessed hiring freezes and layoffs in the tech and banking sectors. On the autos front: Ford vehicle sales fell in November but EV sales more than doubled from a year ago. Tesla delivered its first heavy duty electric semi to PepsiCo. CEO Elon Musk described the truck as a "badass rig." Also in focus: Marvell shares sink, crude oil's big weekly rally, Barclays downgrades Blackstone following BREIT limit, plus the anchors weigh in on Credit Suisse, Disney and Salesforce. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Our TOPPODCAST Picks

Follow Us

Stay Connected

Related Podcasts

Links

Stay Connected