Squawk on the Street

Latest Episodes:

Cramer’s Morning Take: Home Depot 11/14/25 Nov 14, 2025

Show notes

Cramer calms fears around this home improvement stock’s recent downgrade. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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Stocks Extend Sell-off, Walmart CEO to Retire, Vertiv Exec. Chmn. Cote on AI 11/14/25 Nov 14, 2025

Show notes

Carl Quintanilla and Jim Cramer explored stocks extending Thursday's sell-off, sparked by AI valuation fears and worries the Fed might stand pat on interest rates in December. Hear what Cramer had to say about navigating this market and where to put your money to work. Big news out of Walmart: CEO Doug McMillon is retiring after nearly 12 years on the job and will be replaced in February by Walmart U.S. CEO John Furner. The anchors discussed McMillon's legacy, Walmart's stock price during his tenure and the future for the retail giant. Vertiv Executive Chairman and former Honeywell CEO David Cote joined the program at Post 9 to discuss the AI landscape. Also in focus: President Trump's tariff moves and the battle against inflation.

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SOTS 2nd Hour: The Inflation Debate, Malone On The Record, & The Private Market Push 11/13/25 Nov 13, 2025

Show notes

Carl Quintanilla, Sara Eisen, and David Faber kicked off the hour with a debate on the current state of inflation before jumping into the market picture with one market strategist who argues a rate cut is in the cards for December. Plus: a look at the state of modern media - through some rare exclusive comments out of Liberty Media Chairman John Malone, and later with a Disney analyst who still says the stock's a buy as it falls post-results.

Also in focus: Wall Street's increasing bets on private markets... Is investor appetite really growing for shares of private companies? The CEO of Fundrise joined the team with his read from the ground on demand.

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Shutdown Ends, Disney Slides, Cisco CEO, John Malone Exclusive 11/13/25 Nov 13, 2025

Show notes

Carl Quintanilla, Jim Cramer and David Faber led off the show with the end of the longest government shutdown in U.S. history — 43 days — after President Trump signed into law a funding bill approved by both houses of Congress. Disney shares take a hit as a Q4 revenue miss overshadows an earnings beat. Cisco CEO Chuck Robbins joined the program to discuss how AI fueled the company's better-than-expected earnings and upbeat guidance. In a CNBC Exclusive, legendary media mogul John Malone spoke to David about the potential sale of Warner Bros. Discovery. Also in focus: Quantum computing stocks under pressure, Dow 48,000 and beyond, Sources tell David that Elon Musk's xAI raised $15 billion in its latest funding round.

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Cramer’s Morning Take: AMD 11/12/25 Nov 12, 2025

Show notes

Cramer says not to think of this tech stock as competing in a zero-sum game. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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SOTS 2nd Hour: Delta CEO Talks Shutdown, Jefferies Chief Market Strategist, Bostic Retires & Anthropic News 11/12/25 Nov 12, 2025

Show notes

Fresh news out of Washington: as a potential end to the shutdown looms - and Treasury Secretary Bessent makes new comments promising relief on prices...

Carl Quintanilla and Sara Eisen broke down the latest, along with a slew of breaking news just crossing at 10 out of both the Federal Reserve and the AI complex. Jefferies Chief Market Strategist David Zervos gave his take on what it all means for stocks, while the team also got a read from the ground on the airlines - and any ongoing shutdown impacts - with the CEO of Delta.

Also in focus: AMD shares surging as investors get bullish on the name - hear one chip analyst's take on the double-digit move, and whether shares are still a buy here. Plus: details on Toyota's big new EV bet here in the U.S., announced just this hour.

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AMD Lifts the AI Trade, Dow Extends Record Run, House Vote and the Shutdown 11/12/25 Nov 12, 2025

Show notes

Carl Quintanilla and Jim Cramer delved into the rebound in the AI trade, led by AMD: Shares up sharply on the company's sales forecast. Hear what Cramer said about winners and losers in the AI trade. The Dow hit a new all-time high, fueled by optimism that the House will pass a Senate bill to re-open the government and end the record-long shutdown. Also in focus: IBM's "quantum" leap, consumer and retail stock movers, President Trump to host Wall Street CEOs at a White House dinner.

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Cramer's Morning Take: Nike 11/11/25 Nov 11, 2025

Show notes

Cramer warns this retail giant’s turnaround is real. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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SOTS 2nd Hour: Softbank Sells Nvidia, Market Vet Ed Yardeni, & The Pulse of the AI Trade 11/11/25 Nov 11, 2025

Show notes

Carl Quintanilla, Sara Eisen, and David Faber kicked off the hour with a fresh read on main street and the jobs market through alternatives like the NFIB Small Business Index and new ADP numbers - before checking in on the shutdown and getting market veteran Ed Yardeni's take on all the action.

Also in focus: the state of the AI trade, following yesterday's big rebound - the team checked in with one AI software CEO about key risks ahead, broke down Softbank's big decision to sell its entire Nvidia stake, and got the street's take on new numbers out of AI hyperscaler Coreweave. Plus: hear from the CEO of one AI upstart that's changing the way we do medicine... starting with your doctors office.

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AI Trade's Wild Ride, CoreWeave CEO "First on CNBC," SoftBank Sells Nvidia Stake 11/11/25 Nov 11, 2025

Show notes

One day after a tech sector rebound, the AI trade continues its wild ride. Carl Quintanilla, Jim Cramer and David Faber discussed CoreWeave shares down sharply despite a quarterly revenue beat. CoreWeave CEO Michael Intrator joined the program at Post 9 "First on CNBC" to talk about his company's growth strategy and the AI arms race. The anchors reacted to SoftBank selling its entire $5.8 billion stake in Nvidia. Also in focus: Senate bill passage moves the U.S. a step closer to ending the government shutdown, a Nike "Mad Dash," honoring our veterans.

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