Squawk on the Street

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Morning After the "Powell Rally", Salesforce Not On Cloud Nine, Messages From SBF and Zuckerberg. 12/1/2022 Dec 01, 2022

Show notes

Jim Cramer and David Faber looked at what's ahead for the markets one day after Fed Chair Jerome Powell's comments on moderating interest rate hikes sparked a Wednesday afternoon rally for stocks. Salesforce shares fell sharply after the company announced Bret Taylor is stepping down as Co-CEO and that Marc Benioff would once again be sole CEO and remain chairman. Jim and David explored what Taylor's departure could mean for Salesforce -- and discussed his role at Twitter, where he served as chairman as the company was being sold to Elon Musk.Also in focus: What FTX founder Sam Bankman-Fried and Meta CEO Mark Zuckerberg told CNBC's Andrew Ross Sorkin at the New York Times DealBook Summit, Snowflake shares erase post-earnings declines, other earnings movers including Kroger and PVH, and Musk tweets about Apple and Tim Cook. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Markets Brace for Powell, DoorDash Cuts Jobs, SBF's Bank Account and Spotify's CEO Slams Apple ... Again 11/30/22 Nov 30, 2022

Show notes

Carl Quintanilla, Jim Cramer and David Faber led off the show with the markets anticipating Fed Chair Jerome Powell's Wednesday speech, watching to see what he might say about the path of interest rate hikes. The anchors also reacted to DoorDash cutting about 1,250 jobs to rein in costs, plus FTX founder Sam Bankman-Fried telling Axios he had $100,000 in his bank account “last I checked” Spotify CEO Daniel Ek renewed his criticism of Apple in a series of tweets, after Twitter owner Elon Musk slammed the iPhone maker over App Store fees. Also in focus: A report from Beijing on the China COVID protests, earnings movers, Crowdstrike shares tumble, Carvana downgraded again, Disney “restructuring” in the new Bob Iger era, the takeover battle involving Horizon Therapeutics, plus comments Cramer made about Hormel that you won't want to miss. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Asia Markets Rally, Musk vs. Apple, Disney’s Hiring Freeze 11/29/22 Nov 29, 2022

Show notes

Carl Quintanilla and Jim Cramer kicked off the hour by looking at the rally in Asia markets as Chinese health authorities reported an uptick in senior vaccination rates. They continued the conversation with CNBC’s Eunice Yoon, who reported that Zhengzhou, or China’s iPhone city, is set to lift its current lockdown as scheduled. The anchors then turned to Elon Musk taking on Apple in a series of Tweets claiming, “Apple has also threatened to withhold Twitter from its App Store, but won’t tell us why.” Also in the mix: Disney CEO Bob Iger announced during his first town hall since returning to the company that he won’t remove its hiring freeze. Cramer said Disney’s stock is a “Buy.” Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

China Unrest Pressures Stocks, Black Friday Bonanza and Town Hall Time for Disney CEO Iger. 11/28/22 Nov 28, 2022

Show notes

Carl Quintanilla and Jim Cramer kicked off the week by focusing on global markets under pressure, as protests in China over that country's "zero-COVID" policy spark concerns about growth and demand in the world's second largest economy. Coverage includes a report from on the ground in Beijing. The anchors also discussed the latest holiday shopping report cards, including data from Adobe which show Black Friday online sales set a new record. Disney also in the spotlight ahead of CEO Bob Iger's Monday town hall meeting with employees. Also in focus: Upgrades for Activision, WTI crude falls into negative territory for the year and casino stocks get a Macau boost. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Profiting From Black Friday, the China COVID Effect Hits Apple, M&A: The FTC vs. Microsoft-Activision 11/25/22 Nov 25, 2022

Show notes

Carl Quintanilla, David Faber and Morgan Brennan covered all of the retail bases on Black Friday, focusing on what investors can expect from the nation's chain stores this holiday season. A Cowen retail analyst joined the program with his Black Friday picks. A report from on the ground in Beijing: Apple shares under pressure as the company tries to quell unrest at Foxconn's major iPhone factory amid China's COVID-19 lockdowns and a rise in infections. The anchors reacted to a report which says The Federal Trade Commission is likely to challenge Microsoft's planned $69 billion acquisition of Activision. Oppenheimer Asset Management's chief strategist offered his market outlook. Will we see a "Santa Claus rally"? Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Pre-Holiday Movers, China COVID Lockdowns, Foxconn iPhone Plant Unrest and Credit Suisse's $1.6B Warning 11/23/22 Nov 23, 2022

Show notes

On the final trading day before Thanksgiving, Carl Quintanilla, David Faber and Mike Santoli discussed the markets ahead of Black Friday, including reaction to earnings from the likes of Nordstrom. Veteran market strategist Bob Doll joined the anchors with his market outlook and take on the Fed. David's "Faber Report" focused on Credit Suisse warning of a $1.6 billion loss in the fourth quarter. China's COVID lockdown also in the spotlight: A report from on the ground in Beijing after unrest at Foxconn's massive iPhone assembly plant. Also in focus: HP to cut up to 6,000 jobs, Wall Street notes on Tesla and the Elon Musk effect, plus the FTX collapse - from bankruptcy hearing developments to Sam Bankman-Fried's latest mea culpa. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

One Year Since Nasdaq's Record Intraday High, Day Two of Iger's Return to Disney and Retailers' Pre-Black Friday Rally 11/22/22 Nov 22, 2022

Show notes

Carl Quintanilla, Jim Cramer and David Faber explored what's ahead for tech stocks on the anniversary of Nasdaq's record intraday high. Since hitting that milestone a year ago, the index has fallen by more than 30% -- with names such as Meta and Netflix losing more than half of their value. The anchors also discussed the road ahead for Disney on the second day of Bob Iger's return to the company as CEO. Also in focus: Best Buy among the leaders of a retail earnings rally ahead of Black Friday, reaction to tech earnings from Dell and Zoom, the Musk-Twitter effect on Tesla shares and Credit Suisse downgrades Blackstone. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Disney Stunner: Bob Iger Returns As CEO, Bob Chapek is Out 11/21/22 Nov 21, 2022

Show notes

Jim Cramer and David Faber engaged in a wide-ranging discussion involving surprising news out of Disney: Bob Iger has returned to the company as CEO, replacing his successor, Bob Chapek. Disney shares surged on news of the shakeup. The anchors explored the challenges Iger will face. David also highlighted flashbacks of his interviews with Iger and Chapek. Also in focus: The China COVID-19 lockdown effect on oil prices, playing big tech, FTX's $3.1 billion dilemma, the Elon Musk-Twitter drama and Jim's eye-opening comments about investing in enterprise software stocks. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Markets vs. the FTX Collapse, Retailers Rally and An Exclusive With Visa's Outgoing and Incoming CEOs 11/18/22 Nov 18, 2022

Show notes

Jim Cramer and David Faber discussed stocks being on track for a negative week, but showing some resiliency in the face of the FTX collapse and its impact on crypto. The anchors also explored a retail stocks rally including Foot Locker, Ross Stores and Gap in reaction to their respective quarterly results. Visa CEO Al Kelly and incoming CEO Ryan McInerney joined Jim and David at Post 9 to discuss the company's leadership transition as well as crypto and the FTX crisis. Also in focus: crude oil falls below $80/barrel, David's Liberty Media interviews with Chairman John Malone on Paramount Global and Shari Redstone, and CEO Greg Maffei on the backlash against Ticketmaster's handling of Taylor Swift tour ticket sales. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Rate Fears and Fedspeak, An Exclusive With John Malone and FTX's New CEO Slams "Complete Failure." 11/17/22 Nov 17, 2022

Show notes

Carl Quintanilla, Jim Cramer and David Faber discussed the markets falling on rate hike and growth concerns.St. Louis Fed President James Bullard said a 5% to 7% Fed funds rate might be necessary to combat inflation. David was at Liberty Media Investor Day. In his exclusive interview with company chairman and legendary cable mogul John Malone, they discussed everything from the future for Warner Bros. Discovery to streaming and sports media rights. Also in focus: New FTX CEO John Ray blasts the collapsed crypto exchange's "complete failure of corporate controls" in a bankruptcy court filing, J.P Morgan predicts a mild U.S. recession in 2023, earnings from the likes of Nvidia, Cisco, Alibaba and Macy's, plus David's interview Liberty Media CEO Greg Maffei. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

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