Squawk on the Street

Latest Episodes:

"Inflation Reduction Act" Effect on Stocks, Nvidia Warns and An Exclusive With the DoorDash CEO 8/8/22 Aug 08, 2022

Show notes

Jim Cramer and David Faber covered all of the bases surrounding Nvidia's revenue warning on gaming weakness. What's at stake for the semiconductor industry and videogame publishers? The anchors also explored market reaction to the "Inflation Reduction Act" passed by the U.S. Senate: Clean energy funding and incentives in the bill giving a boost to shares of electric vehicle makers and solar companies. DoorDash Co-Founder & CEO Tony Xu joined the program exclusively -- on the heels of the company's record food-delivery orders. Also in focus: The tech rout hits Softbank's quarterly results, Elon Musk tweets a debate challenge to Twitter's CEO, and Carlyle's CEO steps down. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

July Jobs Surprise, Musk Takes the Stage, AMC CEO Adam Aron 8/5/22 Aug 05, 2022

Show notes

Carl Quintanilla and Jim Cramer began the hour by breaking down the July jobs report with nonfarm payrolls rising 528,000 topping the 258,000 estimate. They then turned to another batch of earnings with names like Expedia, Warner Brothers Discovery and AMC Entertainment all reporting results. AMC CEO Adam Aron joined the show later that hour after the company announced it is planning to issue 517 million shares of preferred stock, under the ticker symbol ‘APE.’ Also in focus: Tesla held its annual shareholders meeting where Elon Musk took the stage. He predicted a mild 18-month recession and teased some possible share buybacks. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Walmart Cuts Jobs, Lucid Hits the Brakes, Baba Beats 8/4/22 Aug 04, 2022

Show notes

Carl Quintanilla and Jim Cramer started the show discussing the markets as Goldman Sachs published a new note warning investors of a potential move lower. They then shifted to the country’s largest employer, Walmart, announcing some job cuts after slashing its profit outlook just about a week ago. It was also another busy day for earnings, with names like Alibaba, Clorox and Paramount all on the move. The anchors also hit Coinbase, which announced a new partnership with Blackrock that will allow its institutional clients to buy bitcoin. Also in the mix: EV maker Lucid Motors dropped double digits at the open after cutting its production targets again amid logistic challenges. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

AMD Chipped, Under the $HOOD, PayPal Jumps 8/3/22 Aug 03, 2022

Show notes

Carl Quintanilla and Jim Cramer began the hour by breaking down a slew of corporate earnings, including AMD. The chip giant beat on earnings, but the stock was under pressure after it issued a weak Q3 revenue outlook. Another company they hit was Starbucks, which topped Wall Street estimates, fueled by U.S. demand for cold drinks. The anchors then shifted to PayPal for the Mad Dash segment, as Elliott Management confirmed it has a $2 billion holding in the financial services company. Also in the mix: Robinhood announced it is cutting about 23% of its workforce. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Caterpillar and Uber CEOs, the Pelosi-Taiwan Effect on Markets, and Pinterest Surges. 8/2/22 Aug 02, 2022

Show notes

Carl Quintanilla and Jim Cramer discussed what investors should make of market jitters surrounding House Speaker Nancy Pelosi's planned visit to Taiwan and its potential impact on U.S.-China relations. The anchors spoke exclusively with Caterpillar CEO Jim Umpleby about quarterly results that weighed on the stock -- and how supply chain constraints fit into the picture. Uber CEO Dara Khosrowshahi also joined the program: The stock up double-digits as quarterly revenue doubled and cash flow turned positive for the first time. Also in focus: Pinterest shares surge on activist investor news and a beat on user numbers, and Twitter reportedly subpoenas Elon Musk's associates. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

August Begins After a Bullish July, Boeing's "Dream" Come True, and Oil Prices Slump. 8/1/22 Aug 01, 2022

Show notes

On the first trading day of August, Carl Quintanilla and Jim Cramer discussed the next moves for investors after July marked the best month for stocks since 2020. Boeing topped the list of Dow and S&P 500 gainers after the Federal Aviation Administration cleared the way for resumption of 787 Dreamliner deliveries. Crude oil prices dropped further on worries about weaker global demand. Hear what Jim had to say about buying oil now. Also in focus: The U.S. reportedly mulling a crackdown on memory chip makers in China, former New York Fed President Bill Dudley's op-ed on the Fed's "wishful thinking" about inflation, Google CEO Sundar Pichai's message to employees about productivity, and why Mark Zuckerberg reportedly said Meta's growth forecasts had been too rosy. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Tech-Tonic Shifts, Oil Stocks Surge, Roku Rocked 7/29/22 Jul 29, 2022

Show notes

Carl Quintanilla and Jim Cramer started the show by breaking down quarterly results from big tech stocks Apple and Amazon. Apple reported a beat on revenue and profit, and said it’s expecting growth to accelerate despite “pockets of softness.” Amazon shares jumped on its revenue beat and rosy guidance for the third quarter. Separately, the anchors also broke down tough quarters from both Roku and Intel. The chip giant Intel reported its biggest revenue miss since 1999 and Roku shares plunged more than 20% on its results. Also in the mix: energy names Exxon and Chevron both posted record quarterly profits as commodity prices boom. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

U.S. Economy Contracts, Meta’s Big Miss, ServiceNow CEO 7/28/22 Jul 28, 2022

Show notes

Carl Quintanilla and Jim Cramer began the hour by breaking down today’s GDP data as the U.S. economy contracted for the second straight quarter, hitting a widely accepted rule of thumb for a recession. They spoke with National Economic Council Director, Brian Deese about the numbers. The anchors then shifted to Meta’s quarterly results, after the company missed on earnings. Meta also issued a surprisingly weak forecast, pointing to a second consecutive decline in year-over-year sales. Also in focus: ServiceNow CEO Bill McDermott joined the hour to discuss his company’s quarter, after beating on both the top and bottom lines. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Big Tech’s Bar Lowered? Boeing & T-Mobile CEOs, Fed Decision Day 7/27/22 Jul 27, 2022

Show notes

Carl Quintanilla and Jim Cramer began the hour by breaking down Alphabet’s and Microsoft’s latest quarterly results; both stocks rallied despite missing analyst estimates. The anchors then brought in Phil LeBeau alongside Boeing CEO Dave Calhoun on his company’s earnings report as well. Before the opening bell, they then shifted to the big Fed decision later today with many expecting the fourth rate increase in about five months. Also in focus: T-Mobile CEO Mike Sievert joined the anchors at Post 9 of the NYSE on his company’s results; the stock rallied after boosting its subscriber forecast. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Walmart’s Big Warning, GM’s Earnings Miss, Shopify Layoffs 7/26/22 Jul 26, 2022

Show notes

Carl Quintanilla and Jim Cramer started the show with Walmart shares sinking after the company cut both its Q2 & full-year profit outlook. The big warning dragged other retailers like Home Depot, Amazon and Best Buy lower as well. The anchors then shifted to a slew of earnings, including General Motors, which reported numbers below expectations. Two big consumer names also posted results, as Coca-Cola and McDonald’s both beat estimates. Also in the mix: Shopify shares dropped double digits after the company announced it will lay off 10% of its global workforce. 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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