Squawk on the Street

Latest Episodes:

SOTS 2nd Hour: Iran Flashpoints, Rate Hike Questions, & Super Micro's Smuggle Trouble 3/20/26 Mar 20, 2026

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Energy prices falling, stocks under pressure, and rate cut expectations wobbling to end the week:

Carl Quintanilla, Sara Eisen, and Michael Santoli discussed the latest for stocks before breaking down what comes next with Truist's Chief Investment Officer - along with more on the Fed's next moves here according to one former Fed president. Plus: Council on Foreign Relations President Michael Froman joined the team with 2 flashpoints he says could force an escalation in the Iran war... While the former head of CISA gave his read on the implications for cybersecurity.

Also this hour: details on the dramatic chip smuggling scandal slamming shares of Super Micro.

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FedEx Beats, Super Micro Plummets, Cramer: Markets Are Oversold 3/20/26 Mar 20, 2026

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Carl Quintanilla and Jim Cramer led off the show with the major indices on track for a four-week losing streak. Jim spoke about how investors should navigate markets he says are oversold.

FedEx shares jump on a better-than-expected holiday quarter and upbeat guidance. Super Micro shares plummet after U.S. prosecutor charged three people associated with the company — including its co-founder -- with smuggling Nvidia AI chips to China. Also in focus: Oil prices and the U.S.' battle to open the Strait of Hormuz, what Fed Governor Waller told CNBC about inflation and the strait, Goldman Sachs CEO David Solomon's letter about private credit, Amazon said to be planning a new smartphone launch, OpenAI reportedly plans a "superapp" launch.

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CNBC Investing Club: Cramer’s Morning Take on Apple 3/19/26 Mar 19, 2026

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Cramer says this megacap tech stock should be a buy. 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: Iran Escalation - Latest Market Moves, The Energy Trade, & LIVE: Intuit, Accenture CEOs 3/19/26 Mar 19, 2026

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The second hour of CNBC’s "Squawk on the Street" with Carl Quintanilla and Sara Eisen is broadcast each weekday from the floor of the New York Stock Exchange, with the up-to-the-minute news investors need to know and interviews with the most influential CEOs and greatest market minds.

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Stocks Extend Losses as Oil Spikes, Micron CEO on Blowout Results That Didn't Help the Stock 3/19/26 Mar 19, 2026

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The Iran war escalates: Carl Quintanilla and Jim Cramer delved into stocks extending Wednesday's losses as crude oil prices spike, with Brent rising as high as $119/barrel. Micron Technology CEO Sanjay Mehrotra joined the program to discuss the memory chip maker's blowout quarterly results and upbeat guidance on AI-fueled demand. The stock fell sharply despite that news — but it's still up more than 320% from a year ago. Also in focus, Cramer's investment advice on high-flyer Sandisk, Alibaba misses, Meta to shut down its VR metaverse, earnings food for thought, regulators propose capital requirement revisions for big banks, a preview of tonight's documentary "CNBC Cares: Defying Rare Disease."

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CNBC Investing Club: Cramer’s Morning Take on Eli Lilly 3/18/26 Mar 18, 2026

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Cramer says a recent bearish report on this health care stock is fanciful. 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: Jones Act Waiver, Iran Market Latest, & LIVE: Docusign CEO 3/18/26 Mar 18, 2026

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Top of the hour: President Trump waiving a U.S. shipping law for 60 days to steady oil markets... but not helping prices or markets in the early trade.

Carl Quintanilla, David Faber, and Michael Santoli broke down the news before turning to longtime market veteran and Evercore strategist Julian Emanuel - along with Goldman's Co-Head of Global Commodities Research - with more on what could come next. Plus: a new era at Disney as new CEO Josh D'Amaro takes the reins... Former executive, of 15 years and onetime TikTok CEO Kevin Mayer weighed in on challenges ahead.

Also in focus: a fresh read on whether AI disruption fears should be believed when it comes to software - with the CEO of Docusign, fresh off earnings from the company... and a look at Washington State's first ever income tax - which includes a hitch for married couples.

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Fed Decision Day, Hot PPI and Oil Prices Weigh on Stocks, Jensen Huang on "The Next ChatGPT" 3/18/26 Mar 18, 2026

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Carl Quintanilla, Jim Cramer and David explored rising oil prices and hotter-than-expected February PPI being a double whammy for stocks. Wall Street awaits Wednesday's Fed decision on rates — and what the accompanying statement might say about inflation in wake of the Iran war. The anchors discussed Jim's "Mad Money" interview with Jensen Huang: The Nvidia CEO called new AI agent OpenClaw "the next ChatGPT" — and said it's possible that Nvidia could become the first $10 trillion company. Also in focus: The White House vs. Anthropic, red-hot memory chip stocks, day one for new Disney CEO Josh D'Amaro, Starbucks downgraded, Cramer's "Jeopardy!" surprise.

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SOTS 2nd Hour: Cramer Interviews Nvidia CEO, Apollo's Chief Economist, & Iran's Fed Impact 3/17/26 Mar 17, 2026

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Carl Quintanilla, Sara Eisen, and David Faber kicked off the show with fresh data, tensions within the Fed's dual mandate ahead of tomorrow's rate decision, and more on Iran's market impact before a wide-ranging interview you don't want to miss - Nvidia CEO Jensen Huang, alongside Jim Cramer at the company's GTC conference out in California. Hear the man himself break down Nvidia's staggering $1T forecast, AI demand, and more.

Elsewhere in the hour: what to expect out of the Fed tomorrow - according to CNBC's exclusive Fed Survey results, and Apollo Global's Chief Economist Torsten Slok (who says there'll be no cuts tomorrow - or this year).

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Stocks and Oil Prices Rise, Jensen Huang's $1T AI Chip Forecast, Iger's Last Day as Disney CEO 3/17/26 Mar 17, 2026

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Carl Quintanilla, Jim Cramer and David Faber discussed why both stocks and oil prices are rising amid the Iran war and Middle East tensions. The anchors also explored the markets' muted reaction to Nvidia CEO Jensen Huang's forecast of $1 trillion in AI chip revenue through the end of 2027. At Nvidia GTC, Jim shared his perspective on the future for the world's most valuable company. Also in focus: Bob Iger's legacy on his final day as Disney CEO, Delta's guidance lifts airline stocks, OpenAI vs. Anthropic, the chips in rally mode, diesel prices top $5/gallon.

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