Squawk on the Street

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Russia-Ukraine Worries and the "Very High" Threat, Cisco CEO Exclusive and the Earnings Parade: Walmart Jumps, Nvidia Shares Slump and DoorDash Soars Feb 17, 2022

Show notes

Carl Quintanilla and Jim Cramer focused on the geopolitical risks taking a toll on the markets: President Biden said the threat of a Russian invasion of Ukraine remains "very high," adding that such an invasion could take place within days. That news overshadowing quarterly results from the likes of Cisco, Walmart, Nvidia and DoorDash -- which saw its stock jump more than 20% as strong demand for food delivery fueled a surge in revenues. The anchors explored market reaction to those reports. In a CNBC Exclusive, Jim and Carl interviewed Cisco CEO Chuck Robbins about his company's upbeat quarterly results and guidance, as well as his take on the supply chain, inflation and speculation about a takeover bid for Splunk. Also in focus: Tesla accuses the SEC of harassing Elon Musk, plus shares of Facebook parent Meta extended their year-to-date losses. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Russia-Ukraine Worries Return to Markets, Bank of America CEO Talks Consumer and the Fed, Roblox CEO Reacts to Stock Getting Crushed, and Travel Stocks Extend Rally Feb 16, 2022

Show notes

One day after a relief rally on Wall Street, Carl Quintanilla and Jim Cramer discussed the markets giving back a chunk of Tuesday’s gains after Secretary of State Blinken said the U.S. has seen no evidence of a Russian troop pullback from Ukraine's borders. The reopening trade also in the spotlight: Moderna's CEO told CNBC Asia he believes COVID-19 could be in its final stages, while shares of Airbnb led travel stocks higher on upbeat quarterly results and guidance. Bank of America Chairman & CEO Brian Moynihan joined the program to discuss consumer spending, inflation, blockchain and what the Fed's interest rate strategy could mean for the company. Roblox shares plunged after the social gaming platform posted weaker-than-expected quarterly results and bookings. Roblox CEO David Baszucki appeared on the show to make the case for his company's growth and metaverse strategy. Also in focus: January retail sales exceed forecasts, Shopify and Wynn Resorts shares slide as part of the earnings parade, plus a preview of what to expect from Nvidia'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 Rebound on Russia-Ukraine Developments, Inflation Surges, Intel's $5.4B Deal and Marriott Leads the Reopening Trade Higher Feb 15, 2022

Show notes

Carl Quintanilla and Jim Cramer explored the rebound in stocks -- and crude oil prices pulling back from seven-year highs -- after Russia said it is pulling back some of its troops from near Ukraine. The anchors also reacted to inflation data which showed January producer prices coming in hotter-than-expected, up 9.7% from a year ago. Carl and Jim highlighted the reopening trade: Marriott shares jumped to record highs as vaccinations and holiday traffic boosted quarterly results, while some states are scaling back COVID-related restrictions and companies are ramping up their return-to-office plans. The chip sector also in the spotlight: Intel agrees to buy Tower Semiconductor in a $5.4 billion deal -- and industry data show annual global semiconductor sales topped $500 billion for the first time. Cramer explains why this is "an exciting time" for the chips. Also in focus: Bitcoin rebounds, Fedspeak and why Cramer says "I'm with Bullard," plus merger talks reportedly progressing between Constellation Brands and Monster Beverage. 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 #3: The Path to Polaris with Jared Isaacman Feb 15, 2022

Show notes

Billionaire entrepreneur Jared Isaacman made history last year as the mission commander of SpaceX’s Inspiration4, the first all-civilian space mission to orbit. Now he’s preparing to go to space again with the Polaris Program: a series of three human spaceflight missions aiming to hit even more milestones, including the first-ever commercial spacewalk. Isaacman, mission commander of the program’s first mission Polaris Dawn, joined Morgan from SpaceX’s Starbase to discuss the program, the role SpaceX’s massive rocket Starship will play, and why despite the risks and controversy, the case for commercial space. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Geopolitical Risks Fuel Market Volatility, Fed's Bullard on his 100-Basis Point Hike Message, Peloton CEO's "Sale" Answer, and Super Bowl Ad Fever Feb 14, 2022

Show notes

Jim Cramer and David Faber kicked off a new market week by focusing on volatility in wake of Russia-Ukraine tensions and the Fed's approach to hiking interest rates. The anchors reacted to what St. Louis Fed President James Bullard told CNBC about inflation and what sparked his take on raising rates by 100 basis points Cramer offered his views on how investors should navigate the market environment, especially when it comes to the energy sector. Also in focus: Peloton's new CEO comments about a potential sale of the company in a published interview, the resiliency of chip stocks, Splunk surges on a report of a buyout offer from Cisco, Lockheed Martin terminates its deal to acquire Aerojet, top bank analyst Mike Mayo's "valentine note" to JPMorgan Chase CEO Jamie Dimon, plus a look at Super Bowl ads dominated by crypto and automobile companies. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Morning After the Sell-Off: Rates and Bullard's "100" Effect, The Countdown to the Super Bowl, Earnings Winners and Losers, and Musk's SpaceX Starship Update Feb 11, 2022

Show notes

Carl Quintanilla, Morgan Brennan and Mike Santoli discussed another volatile day for stocks, following a Thursday sell-off sparked by inflation and interest rate hike fears. The anchors explored whether or not the markets overreacted to comments by St. Louis Fed President James Bullard, who said he would like "100 basis points in the bag by July 1." Earnings also in focus as "buy now, pay later" company Affirm tumbled on quarterly results, while Zillow and Expedia experienced gains. In Los Angeles County outside SoFi Stadium -- the site of Super Bowl LVI -- Carl previewed the big game, including a look at what is expected to be the busiest betting event in football history -- and what prominent athletes are saying about crypto. Also in focus: This week's cruise stocks rally -- one analyst told the anchors why he slapped one name in the group with a "sell" rating, SpaceX's Elon Musk highlights his Mars mission by giving his first starship update in two years, plus automakers impacted by the Canadian truckers' blockade in protest of COVID-19 vaccine mandates: A report from on the ground at the U.S.-Canada border. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

40-year High Inflation Number Sends 10-Year Yield to 2%, Disney's Magic "Stream-Dom" Leads Earnings Parade, and Fmr. SEC Chair on Congressional Stock Trading Ban Feb 10, 2022

Show notes

Carl Quintanilla, Morgan Brennan and Mike Santoli led off the show with inflation data that pressured the markets: The Consumer Price Index for January up a hotter-than-expected 7.5% from a year ago -- a 40-year high. On that news, the10-year note yield hit 2% for the first time since 2019. The anchors explored what it all could mean for stocks and the Fed's interest rate strategy. In connection with the inflation story, they also reacted to earnings from the likes of Coca-Cola and PepsiCo. Carl, Morgan and Mike took a deep dive into Disney: The stock jumped sharply on quarterly results boosted by streaming subscriber growth and a rebound in its theme park business. Cowen's Disney analyst joined the show to discuss what he sees ahead for the stock. Former SEC Chair Jay Clayton also appeared on the program with his take on the movement to ban members of Congress from trading stocks. Also in focus: Uber, Mattel and Twilio get a lift from quarterly results, while Twitter posts a Q4 miss and announces a new $4 billion stock buyback program. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Extending The Market Rally, Speaker Pelosi and the Congressional Stock Trading Ban, The Meta "Curse" in 2022 and Yum! Brands' CEO on Earnings, Food and Inflation Feb 09, 2022

Show notes

Carl Quintanilla, Morgan Brennan and Mike Santoli discussed the extension of Tuesday's stock rally as the recent jump in bond yields took a breather and bargain hunters snapped up tech shares. The anchors reacted to Atlanta Fed President Raphael Bostic's comments to CNBC -- he said he's hopeful a slow decline in inflation is in the cards. Speaking of inflation Shares of Chipotle rose sharply on better-than-expected quarterly results fueled by higher menu prices. Yum! Brands CEO David Gibbs joined the program to discuss his company's quarterly results as revenues and same-store sales beat forecasts. Big news out of Washington as House Speaker Nancy Pelosi now says she is getting behind the movement to ban members of Congress from trading stocks while in office. Also in focus: How investors should play Meta's 2022 stock slump and fall below $600 billion in market cap, Lyft’s quarterly results and the omicron effect, plus Peloton's post-shakeup stock surge. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Shake-up at Peloton, Nvidia-Arm Deal Scrapped, Pfizer Slumps on Revenue Miss, Meta Extends Losses, and Neil Young Takes Aim at Spotify ... Again. Feb 08, 2022

Show notes

Carl Quintanilla, David Faber and Mike Santoli led off the program with big news involving Peloton: Co-Founder John Foley to step down as CEO and be replaced by former Spotify executive Barry McCarthy. Foley will become executive chair. Peloton also confirmed it plans to cut 2,800 jobs -- and reported a larger-than-expected quarterly loss. The anchors explored what it all means for Peloton's future and reacted to Foley's conference call comments about "missteps along the way." Tech M&A also in the spotlight as Nvidia abandons its deal to acquire chip designer Arm from Softbank, citing heightened regulatory scrutiny. Also in focus: Pfizer shares slump on guidance and a revenue miss, Meta shares extend losses - the Facebook parent falls below Nvidia in market cap, Peter Thiel to retire from Meta's board, GM gets downgraded, a "Faber Report" on Softbank's earnings and message from CEO Masayoshi Son, and music legend Neil Young calls on Spotify employees to quit the company in wake of the Joe Rogan podcast controversy. 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 #2: Getting to Venus with Rocket Lab’s Peter Beck Feb 08, 2022

Show notes

In this episode of Manifest Space, CNBC’s Morgan Brennan speaks with Rocket Lab’s founder and CEO Peter Beck. The company, dubbed by Wall Street as an end-to-end pure space play, provides launch service, spacecraft and satellite component design and manufacturing. Hear their deep-dive into the origins of the company, the latest on their reusable rocket manufacturing and Beck’s vision for Venus. 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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