Squawk on the Street

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CNBC Investing Club: Cramer’s Morning Take on Amazon 5/5/26 May 05, 2026

Show notes

Cramer says this tech giant’s stock will run for a long time after being dormant. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market’s biggest headlines, analyst calls and holdings in the Charitable Trust – and see up close how they decide when, and if, to take action on stocks. Sign up here: cnbc.com/morningtake

CNBC Investing Club Disclaimer

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Nasdaq's Record High, Amazon CEO Jassy on AI Capex, Palantir vs. "AI Slop." 5/5/26 May 05, 2026

Show notes

Carl Quintanilla, Jim Cramer and David Faber drilled down on tech propelling the Nasdaq to a new all-time high. The anchors discussed what Amazon CEO Andy Jassy told Jim Monday night on "Mad Money" about the company's Al capex strategy. Speaking of AI: Palantir shares pulled back despite a Q1 beat, record revenue growth and raised guidance. Hear what the company's CEO Alex Karp said on its earnings call about "AI slop." Also in focus: What Alphabet President Ruth Porat told David about AI risks during an on-stage session at the Milken Global Conference, Paramount slides on earnings, Shopify President Harley Finkelstein joined the program to discuss results and guidance that weighed on the stock.

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CNBC Investing Club: Cramer’s Morning Take on Amazon 5/4/26 May 04, 2026

Show notes

Cramer says this tech giant is more confident than he’s ever heard them. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market’s biggest headlines, analyst calls and holdings in the Charitable Trust – and see up close how they decide when, and if, to take action on stocks. Sign up here: cnbc.com/morningtake

CNBC Investing Club Disclaimer

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

SOTS 2nd Hour: Blackstone COO, Ares CEO, & Morgan Stanley's Simkowitz 5/4/26 May 04, 2026

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Squawk on the Street's live from the Milken Global Conference with a star-studded lineup including Blackstone COO Jon Gray, Ares Management CEO Michael Arougheti, and Morgan Stanley Co-President Dan Simkowitz. Hear David Faber get their takes on AI, the IPO market, Iran war impacts and a whole lot more... plus: one longtime market veteran's playbook amid a volatile energy market and more on Palantir ahead of results.

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Amazon and Jassy, Apollo Global at Milken, GameStop's $56B Bid for eBay 5/4/26 May 04, 2026

Show notes

A coast-to-coast edition of "Squawk on the Street": Carl Quintanilla at the NYSE, Jim Cramer in Seattle ahead of his "Mad Money" interview with Amazon CEO Andy Jassy, and David Faber at the Milken Institute Global Conference in Beverly Hills -- where he interviewed Apollo Global Management President Jim Zelter about the state of private credit. The anchors discussed the record run for stocks, as well as a volatile Monday session for oil prices on conflicting reports related to the Iran war. Shares of eBay jumped after GameStop offered to buy the company for $56 billion in cash and stock. Also in focus: Amazon's supply chain services launch weighs on shares of FedEx and UPS, Spirit Airlines' demise, Warren Buffett on investors' "gambling mood."

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SOTS 2nd Hour: Where Markets Stand, Apple's Earnings Gains, & Is It Finally Time To Touch Software? 5/1/26 May 01, 2026

Show notes

A huge week for markets - spanning earnings, a Fed decision, and stocks hitting fresh highs:

Carl Quintanilla and Sara Eisen broke down where things stand after all the reports before discussing whether the rally has legs with longtime market veteran Jeremy Siegel. Plus: a deep-dive on Apple's new numbers with one of the street's top analysts... and more on the state of play when it comes to AI according to an anthropic and software investor.

Elsewhere this hour: the latest from Omaha ahead of Berkshire results this weekend... Along with the view from the C-Suite on clean energy with the CEO of First Solar, fresh off earnings.

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Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

CNBC Investing Club: Cramer’s Morning Take on Cardinal Health 5/1/26 May 01, 2026

Show notes

Cramer says investors should buy this healthcare stock after a one-time earnings miss. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market’s biggest headlines, analyst calls and holdings in the Charitable Trust – and see up close how they decide when, and if, to take action on stocks. Sign up here: cnbc.com/morningtake

CNBC Investing Club Disclaimer

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Apple Jumps on Q2 Beat, Markets Playbook for May, Big Oil Earnings Beats 5/1/26 May 01, 2026

Show notes

Carl Quintanilla and Jim Cramer led off the show with Apple shares jumping on a Q2 beat and revenue guidance. The discussion also focused on Apple's future, with John Ternus set to succeed Tim Cook as CEO in September. The anchors also explored what to expect from the markets in May, with both the Nasdaq and S&P 500 coming off their best month since 2020. Exxon Mobil and Chevron posted better-than-expected Q1 earnings, but profits fell by double digits due to oil shipment disruptions related to the Iran war. Also in focus: Roblox plummets, Reddit and Roku rally, Western Digital's results and the stock's parabolic run, a preview of Berkshire Hathaway's annual shareholder meeting — the first with Greg Abel as the company's CEO.

Squawk on the Street Disclaimer

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

SOTS 2nd Hour: Your Earnings Playbook - from Big Tech to Healthcare, Plus Anthropic Fundraise Details 4/30/26 Apr 30, 2026

Show notes

From big tech earnings to the Fed's decision to hold rates steady...

Carl Quintanilla, Sara Eisen, and David Faber broke down what investors should know this hour - and what it means for the markets - with an all-star cast including Janus Henderson's Global Macro Investing head and one of the street's top big tech analysts. Plus: how AI is changing drug discovery with the CEO of Bausch & Lomb, and new CNBC reporting around a staggering new possible valuation for Anthropic.

Squawk on the Street Disclaimer

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

CNBC Investing Club: Cramer’s Morning Take on Meta 4/30/26 Apr 30, 2026

Show notes

Cramer says he’s troubled by this tech giant despite incredible advertising growth. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market’s biggest headlines, analyst calls and holdings in the Charitable Trust – and see up close how they decide when, and if, to take action on stocks. Sign up here: cnbc.com/morningtake

CNBC Investing Club Disclaimer

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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