Squawk on the Street

Latest Episodes:

October Jobs Report Reaction, Stocks With China Exposure Rally, and a Deluge of Earnings Winners and Losers. 11/4/22 Nov 04, 2022

Show notes

Carl Quintanilla, Jim Cramer and David Faber led off with market reaction to the big story of the morning: The economy added a better-than-expected 261,000 non-farm jobs in October, while the unemployment rate rose to 3.7%. Hear what Cramer said about the economy and the key to this market. Hopes that China will scale back its "Zero-COVID" policy have sparked a rally in stocks such as Nike, Caterpillar and Starbucks -- along with Chinese names including Alibaba. As for the earnings parade: Starbucks beats, Warner Bros. Discovery misses, Shares of DoorDash, Expedia and Block (formerly Square) up double-digits -- while Carvana, DraftKings and Twilio get crushed. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Markets Extend Post-Fed Sell-off, Qualcomm Drags Chips Lower and Roku's Holiday Outlook Slams the Stock. 11/3/22 Nov 03, 2022

Show notes

Carl Quintanilla, Jim Cramer and David Faber focused on an extended sell-off for the stock market one day after another 75-basis point rate increase by the Federal Reserve. The anchors reacted to Fed Chair Jerome Powell's comment that there are no plans to pause rate hikes anytime soon. Qualcomm leading the chip sector lower as guidance overshadows a fiscal Q4 beat. Carl, Jim and David also discussed names that were once pandemic era darlings: shares of Roku and Peloton slammed in reaction to weaker-than-expected holiday quarter guidance. Also in focus: The earnings parade including Etsy's surge and travel stocks, Robinhood's results beat estimates but its CEO acknowledges the stock's weak performance this year, plus a "Faber Report" on why Altice shares are getting crushed. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Fed Decision Day, AMD Jumps Despite a Miss, Paramount "Minus" and Amazon Out of the $1T Club 11/2/22 Nov 02, 2022

Show notes

Jim Cramer and David Faber led off the show with the markets anticipating another 75 basis point rate hike by the Fed Wednesday afternoon. Is it time for policymakers to moderate tightening? The anchors explored rotation out of big tech one day after Amazon closed below a $1 trillion market cap for the first time since 2020. AMD shares jumped despite weaker guidance and quarterly earnings below lowered analyst estimates. Hear what CEO Lisa Su said on AMD's earnings call. Also in focus: Earnings winners and losers, Paramount Global tumbling on a Q3 miss, the companies whose profits are being impacted by electricity costs, ADP jobs data exceed expectations, the "China effect" on Estee Lauder, and CVS, Walgreens and Walmart agree to a multi-billion dollar settlement of opioid lawsuits. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

November Market Kick-off, J&J's $16.6B deal, Chinese Stocks Rally and Biden Blasts Big Oil "War Profiteering" 11/1/22 Nov 01, 2022

Show notes

Carl Quintanilla, Jim Cramer and David Faber explored what investors can expect from the markets in November after a bullish October, which included the Dow's best month since January 1976. M&A also in the spotlight: Shares of Abiomed soaring after Johnson and Johnson agreed to acquire the cardio technology company in a deal valued at $16.6 billion. The anchors also discussed Chinese stocks in rally mode. Unverified posts on social media said policymakers in China are looking to relax stringent COVID rules. Also in focus: Day one of the Fed's policy meeting, President Biden accuses big oil companies of "war profiteering" and backs the idea of slapping them with a windfall tax, plus market reaction to earnings from the likes of Pfizer, Eli Lilly and Uber. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Spirit of '76 for the Bulls, COVID Effect on Apple and the Musk Era At Twitter: Fee Charges Ahead? 10/31/22 Oct 31, 2022

Show notes

On the final trading day of October, Carl Quintanilla, Jim Cramer and David Faber discussed a strong month for stocks -- the Dow on track for its best since 1976. Are blue chip names your best bet? The anchors reacted to calls from big Wall Street banks: Morgan Stanley sees a near-term S&P 500 rally that could go as high as 4150 -- while Goldman Sachs predicts the Fed funds rate will peak at 5% in March 2023. China pandemic problems in the spotlight: A published report says production of Apple's iPhone could slump by as much as 30% at a major Foxconn factory next month, due to tightening COVID-19 curbs in China. Also in focus: The latest on Elon Musk and Twitter, including a report stating the company plans to charge $20 for verification, billionaire Tilman Fertitta takes a 6.1% stake in Wynn Resorts, Blackstone agrees to acquire a majority stake in an Emerson Electric unit for $14 billion, and downgrades for Caterpillar and Paramount Global. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Apple Jumps, Amazon Slumps, Twitter's "Musk Era" Begins and an Exclusive With Chevron's CEO 10/28/22 Oct 28, 2022

Show notes

Carl Quintanilla, Jim Cramer and David Faber explored how investors should play big tech after the latest batch of earnings: Apple shares moved higher as better-than-expected fiscal Q4 results overshadowed iPhone sales that came in below analyst estimates, while Amazon shares tumbled on a revenue miss and holiday quarter guidance. The anchors had a wide-ranging discussion about Elon Musk taking over Twitter and ousting top executives as he takes the company private. Also in focus: An exclusive interview with Chevron Chairman & CEO Mike Wirth after the oil giant posted its second-largest quarterly profit ever, plus market reaction to earnings reports from the likes of Exxon Mobil, Intel and Pinterest. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Meta Plunges, Blue Chips’ Earnings Bounce, the CEOs of Southwest and ServiceNow and Musk's Message to Twitter Advertisers 10/27/22 Oct 27, 2022

Show notes

Carl Quintanilla, Jim Cramer and David Faber led off the program with another large cap tech tumble: Facebook parent Meta Platfoms missing on earnings and disappointing Wall Street on guidance. The anchors reacted to Mark Zuckerberg's earnings call comments: He urged investors to be patient with his metaverse spending strategy. You'll want to hear Jim’s eye-opening take on Meta. Two CEOs appeared on the program: Southwest Airlines' Bob Jordan on record revenue and stronger travel demand -- and ServiceNow's Bill McDermott on quarterly results that sent the stock up double-digits. Also in focus: GDP returns to growth in Q3, Elon Musk’s tweet to Twitter advertisers on why he bought the company, blue chip earnings beats from the likes of Caterpillar and Honeywell, plus a breakdown of Credit Suisse's strategic overhaul. 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 #21: Back to Launch with OneWeb CEO Neil Masterson Oct 26, 2022

Show notes

After Russia’s invasion of Ukraine led the satellite operator to terminate its launch contracts, OneWeb has successfully deployed 36 satellites through its new partnership with the Indian Space Agency. With over 70% of its fleet now in orbit, Morgan sits down with CEO Neil Masterson— discussing how OneWeb is faring amid geopolitical tensions, a growing customer interest in satellite coverage, potential consolidation with Eutelsat, plans to reach global coverage next year, and more. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Microsoft and Alphabet Lead Tech Sector Slump, Plus: Exclusives With the CEOs of Boeing and Bristol Myers Squibb 10/26/22 Oct 26, 2022

Show notes

Carl Quintanilla, Jim Cramer and David Faber led off the show with reaction to shares of Microsoft and Google parent Alphabet falling sharply and pulling the Nasdaq lower after the tech giants posted quarterly results. Two CEOs joined the program exclusively: Boeing's Dave Calhoun discussed what's next for his company after its unexpected quarterly loss -- and Bristol Myers Squibb's Dr. Giovanni Caforio outlined the drugmaker’s earnings beat despite the stronger dollar's impact on sales. Also in focus: What quarterly results from the likes of Visa, Chipotle and Mattel are telling us about the consumer, plus a look at what to expect from Meta's after-the-bell earnings report. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Markets and the Earnings Barrage, UPS' Message vs. FedEx's View and Raytheon's CEO Talks Earnings and Defense 10/25/22 Oct 25, 2022

Show notes

Carl Quintanilla, Jim Cramer and David Faber explored market reaction to a deluge of quarterly results from the likes of General Electric, 3M, Coca-Cola and General. They discussed UPS rising on earnings and compared what the company's CEO said about the road ahead to what FedEx's CEO told CNBC last month about being "headed for a recession." Raytheon Technologies Chairman & CEO Greg Hayes joined the program to discuss the defense company's quarterly results and outlook in wake of the Russia-Ukraine conflict. Also in focus: Chinese tech stocks gain one day after tumbling, playing big tech ahead of Microsoft and Alphabet's after-the-bell earnings, and grill maker Weber surges on news of a buyout bid. 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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