Squawk on the Street

Latest Episodes:

Morning After the Tech Sell-off, “Buffett Effect” As HP Surges on Berkshire Stake, Shell Issues a $5B Russia Warning and Big Oil Execs Grilled on High Gas Prices 4/7/22 Apr 07, 2022

Show notes

After two days of stock market declines fueled by Fed-related news, Jim Cramer and David Faber discussed how investors should navigate the tech sector slump following Wednesday's Nasdaq sell-off. On the flip side, the anchors explored what to make of Warren Buffett's big bet on HP Inc.: The stock surged after Berkshire Hathaway disclosed an 11% stake in the personal computer and printer maker. Also in focus: Fed's Bullard on inflation and hiking interest rates, Shell said it sees a Q1 write-down of up to $5 billion due to its pullout from Russia, what the CEOs of Exxon Mobil and Chevron said at a House subcommittee hearing on high gasoline prices, plus the biggest movers -- including what Conagra and Levi Strauss are telling us about the consumer. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

"Fedspeak" Pressures Stocks, Sec. Yellen and Big Oil Executives Head to the Hill, Plus JetBlue and Frontier's "Spirit-ed" Bidding War 4/6/22 Apr 06, 2022

Show notes

Jim Cramer and David Faber focused on stocks extending Tuesday's losses in reaction to comments from Federal Reserve Governor Lael Brainard and Philadelphia Fed President Patrick Harker about balance sheet reduction and rate hikes. The anchors explored how investors should navigate the recent pullback in the tech sector. JetBlue makes an unsolicited $3.6 billion all-cash offer to acquire Spirit Airlines, which had already agreed to merge with Frontier in a $2.9 billion cash-and-stock deal. How will regulators react? Also in focus: Treasury Secretary Yellen's testimony before a House committee, big oil executives face a House panel at a hearing on skyrocketing gasoline prices, and Elon Musk adjusts the description of his Twitter stake -- removing the word "passive." 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 Episode #9: Amazon’s Space Play with ULA’s Tory Bruno 4/6/22 Apr 06, 2022

Show notes

Amazon has announced a multibillion dollar investment in what’s being called the biggest commercial rocket deal in history. Furthering plans for its mega-constellation Project Kuiper, the tech giant is partnering with several providers, including Jeff Bezos’ Blue Origin, Arianespace and United Launch Alliance. Morgan speaks with Tory Bruno, ULA’s CEO to discuss the deal, Russian rocket engines, and how growing defense budgets could benefit space. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Musk Joins Twitter's Board, Markets and Fresh Sanctions, Carnival Jumps on “Busiest Booking Week” and Starbucks Falls on Day Two of Schultz's Return As CEO 4/5/22 Apr 05, 2022

Show notes

Carl Quintanilla, Jim Cramer and David Faber led off the program with the big news of the morning. Elon Musk is joining Twitter's board and while serving on it, he has agreed not to own 14.9% of the company's common stock. The anchors discussed Musk's tweets related to the news and the impact he could have on Twitter, its stock and the social media landscape. Also in focus: Carnival leads the cruise stocks rally after announcing its busiest booking week on record, market reaction to the European Commission proposing a fresh set of sanctions against Russia, Cramer on buying Facebook parent Meta Platforms on the dips, and Starbucks shares under pressure: What interim CEO Howard Schultz reportedly told employees about making decisions based on the stock price. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Twitter Surges on Musk Stake, Schultz Returns As Starbucks CEO and Exclusives With the CEOs of AMD and Liberty Media. 4/4/22 Apr 04, 2022

Show notes

Carl Quintanilla, Jim Cramer and David Faber began the show with reaction to big news regarding Twitter: The stock surged after Elon Musk disclosed a 9.2% stake in the company. The anchors also explored Starbucks founder Howard Schultz's return to the company as CEO on an interim basis and his decision to suspend the coffee chain's stock repurchasing program. AMD CEO Lisa Su joined the program exclusively to discuss her company's $1.9 billion acquisition of cloud startup Pensando and how it fits into her company's data center strategy, plus her take on the supply chain. In another exclusive, Liberty Media CEO Greg Maffei was interviewed about a wide range of topics, including his recent announcement about Formula 1's Grand Prix coming to Las Vegas. Also in focus: What Jamie Dimon said about the Fed in his annual letter to JPMorgan Chase shareholders. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Exclusive: Top White House Economic Adviser on the Jobs Report, Gas Prices and SPR. Plus, GameStop's "Split" Surge and the Chinese Stocks Rally. 4/1/22 Apr 01, 2022

Show notes

As we kick off the second quarter, Carl Quintanilla and Jim Cramer led off the show with market reaction to the March employment report: Job growth up 431,000 – missing expectations-- but the unemployment rate fell to a two-year low of 3.6%. National Economic Council Director Brian Deese joined the program exclusively to discuss the numbers, as well as inflation and President Biden's decision to release millions of barrels of oil from the Strategic Petroleum reserve in an effort to reduce gasoline prices. Also in focus: GameStop shares surge as the company seeks shareholder approval for a stock split, what's behind the rally in Chinese stocks such as Alibaba and JD.com, and a report regarding a U.S. probe of Activision Blizzard. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Oil Tumbles on "Biden Effect," The Bulls Winning in March But the Bears Rule Q1, and Apple's Win Streak Ends at 11 3/31/22 Mar 31, 2022

Show notes

On the final trading day of March and the first quarter, Carl Quintanilla and Jim Cramer discussed what's next for stocks after a strong month and what is likely to be the worst quarterly market performance in two years. Hear what they have to say about the winners and losers. Oil prices also in the spotlight, taking a hit on reports President Biden is considering the release of around one million barrels of oil per day from the Strategic Petroleum Reserve. Also in focus: Russian President Putin demands gas payments in rubles, Apple looks to rebound after ending its 11-session win streak, Walgreens shares fall despite an earnings beat, Amazon union vote counts, and the "downgrade parade" for AMD, HP, Dell and PVH. 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. Recession Fears, An Exclusive With Micron's CEO, and Apple Aims for 12 in a Row ... and $3T 3/30/22 Mar 30, 2022

Show notes

Carl Quintanilla and Jim Cramer explored the markets trying to shrug off recession fears one day after a flat 2-year/10-year yield spread. The anchors reacted to RH CEO Gary Friedman's earnings call comments: He said inflation is "going to outrun the consumer." Apple also in focus as the stock aims to regain a $3 trillion market valuation along with a 12th straight positive session, which would match its record win streak set back in 2003. Micron CEO Sanjay Mehrotra joined the program exclusively to discuss his company's upbeat earnings and guidance -- and Senate approval of the $52 billion bill aimed at boosting chip manufacturing in the U.S. Also in focus: Lululemon surges and Chewy tumbles. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

The "Peace Talks Rally," FedEx CEO to Step Down, Meme Stock Madness After AMC Soars, and Nielsen to Go Private in a Buyout. 3/29/22 Mar 29, 2022

Show notes

Carl Quintanilla, Jim Cramer and David Faber focused on the stock market rallying after one of Russia's top negotiators called peace talks with Ukraine "constructive." The anchors also reacted to news that FedEx founder Fred Smith will step down as CEO in June and be succeeded by COO Raj Subramaniam. Meme stock madness once again in the spotlight after shares of AMC soared on Monday: GameStop and AMC each more than doubling in the past two weeks. Also in focus: Nielsen Holdings agrees to be taken private in a deal valued at $28 per share or $16 billion including debt, WTI crude falls below $100, and should Disney become a meme stock? 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 Episode #8: Space Station Business with Axiom Space’s Michael Suffredini 3/29/22 Mar 29, 2022

Show notes

Axiom Space, in partnership with NASA and SpaceX, is set to launch the first-ever all-private mission to the International Space Station. Morgan speaks with company co-founder & CEO Michael Suffredini about the upcoming mission, the impact of geopolitics on the I.S.S. & the company’s plans for a commercial space station. 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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