Squawk on the Street

Latest Episodes:

Earnings Parade: Market Reaction to Mag 7 Results, Caterpillar and Lilly Surge 4/30/26 Apr 30, 2026

Show notes

On the last trading day of the month, Carl Quintanilla, Jim Cramer and David Faber led off the show with market reaction to quarterly results from four of the "Magnificent 7": Alphabet, Amazon, Meta and Microsoft. The anchors explored which of those tech giants are best positioned in the AI race. Hear what top executives from the four companies said on their respective earnings calls about capex strategy. Also in focus: Shares of Caterpillar and Eli Lilly jump on earnings beats, Nvidia and the AI trade, President Trump lauds the Intel rally as the stock more than doubles in April, Elon Musk back on the stand at the OpenAI trial, PCE — the Fed's preferred inflation gauge — posts its biggest gain in almost three years in wake of the Iran war.

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SOTS 2nd Hour: Bill Ackman LIVE, Another Semis Surge, & Today's Earnings To Watch 4/29/26 Apr 29, 2026

Show notes

This hour: A slew of earnings moves, Kevin Warsh gets confirmed as Fed Chair, and no SCOTUS decision just yet for Fed Governor Lisa Cook...

Carl Quintanilla, Sara Eisen, and David Faber broke down the latest stock swings - spanning Starbucks, Visa, NXP Semi, Seagate, Lululemon, and a whole lot more - with Evercore's Julia Emanuel and even got a read from the C-suite from one of them: Lemonade CEO Daniel Schreiber, fresh off results hitting those shares.

Elsewhere this hour: a deep-dive you don't want to miss with market veteran Bill Ackman... as he raises funds in a combined IPO of his new fund and his management firm.

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CNBC Investing Club: Cramer’s Morning Take on Home Depot 4/29/26 Apr 29, 2026

Show notes

Cramer says investors want to buy this home improvement stock when the Iran war winds down. 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

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Mag 7 Earnings Countdown, Fed Decision and Warsh Vote, Starbucks and Robinhood CEOs 4/29/26 Apr 29, 2026

Show notes

Carl Quintanilla, Jim Cramer and David Faber covered a lot for the markets to digest: Earnings from Magnificent 7 components Alphabet, Amazon, Meta and Microsoft due out after the close, the Fed decision on rates and what could be the last FOMC meeting with Jerome Powell as head of the Fed, the Senate Banking Committee vote on advancing Kevin Warsh's nomination to become the next Fed Chair. A CEO doubleheader: Starbucks' Brian Niccol and Robinhood's Vlad Tenev joined the program to discuss the companies' respective quarterly results — the stocks moving in opposite directions. Also in focus: Chips surge, the public debut for Bill Ackman's Pershing Square, Visa and T-Mobile earnings, gasoline prices hit a new wartime high.

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CNBC Investing Club: Cramer’s Morning Take on Corning 4/28/26 Apr 28, 2026

Show notes

Cramer explains how investors should view this materials giant post-earnings. 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

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SOTS 2nd Hour: Tech Tumbles, Tuesday's Earnings Takeaways, & LIVE: Barclays CEO 4/28/26 Apr 28, 2026

Show notes

Carl Quintanilla, Sara Eisen, and David Faber kicked off the hour with fresh consumer data and color from a slew of earnings reports before turning to the macroeconomy with Cantor Fitzgerald's Chief Equity & Macro Strategist - and hurtling into the consumer picture with the CEO of Barclays, fresh off earnings there. Plus: extra color from the CEO of Coca-Cola, who exclusively spoke with Sara this morning - and a deep-dive on tech stocks, as a new report around OpenAI hits the group in early trading.

Elsewhere this hour: Council on Foreign Relations President Michael Froman - with his take on new headlines the UAE is leaving OPEC in May, and the U.S. & Iran remain far apart on any peace deal.

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Report on OpenAI Revenue Hits the Chips, Musk vs. Altman Day 2, Earnings Parade Heats Up 4/28/26 Apr 28, 2026

Show notes

Carl Quintanilla, Jim Cramer and David Faber led off the show with the AI Trade: Semiconductor stocks took a hit and pulled the Nasdaq down from a record high, in reaction to a report that said OpenAI recently missed its revenue and user targets. The Elon Musk-Sam Altman trial enters day two, with opening arguments set to begin. The anchors also explored market reaction to earnings from Coca-Cola, General Motors and UPS — plus what their results are indicating about the state of the economy. Also in focus: Oil prices rise as the White House is skeptical about Iran's latest offer, the United Arab Emirates to leave OPEC, the high-flying stocks in pullback mode, Spotify's stock slump, Starbucks earnings preview.

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CNBC Investing Club: Cramer’s Morning Take on Microsoft 4/27/26 Apr 27, 2026

Show notes

Cramer says this megacap’s earnings could surprise despite belt-tightening. 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

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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.

SOTS 2nd Hour: Apollo Chief Economist, Wall Street's Week Ahead, & Chipping Away at the Semis 4/27/26 Apr 27, 2026

Show notes

A busy week ahead - from data to key events and earnings... David Faber, Sara Eisen, and Michael Santoli kicked off the hour discussing what's top of mind for investors, before getting Apollo Chief Economist Torsten Slok's take. Plus: a big day for tech - from semis taking a breather after a historic rally to Musk vs. Altman kicking off in court... Hear one of the street's top semiconductor analysts breakdown his top picks - along with the latest from the ground from outside the courtroom in Oakland, California.

Elsewhere this hour: new details from Washington on the Iran war - as peace talk hopes shrink, along with more on what we know about the suspected attacker at this weekend's White House Correspondents dinner.

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Stocks' AI-Fueled Run-Up, OpenAI-Microsoft Partnership Revamp, "Musk vs. Altman" Heads to Trial 4/27/26 Apr 27, 2026

Show notes

Entering a big week in which most of the Magnificent 7 lead the earnings parade, David Faber and Jim Cramer covered many developments surrounding AI: The record run for stocks including Nvidia's market cap rising back above $5 trillion, OpenAI caps revenue share payments as part of its revamped partnership with Microsoft, Elon Musk's lawsuit against OpenAI and its CEO Sam Altman goes to trial Monday, Related Companies CEO Jeff Blau joined the show to discuss Related Digital securing financing for Oracle's $16 billion data center project in Michigan. Also in focus: The red-hot chip sector rally, Verizon rises on earnings, reports of a Qualcomm-OpenAI partnership. Domino's tumbles.

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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.

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