Squawk on the Street

Latest Episodes:

SOTS 2nd Hour: Google’s Big Win, Jefferies’ David Zervos, & LIVE: Counselor To The Treasury Sec. Talks Data 9/3/25 Sep 03, 2025

Show notes

Global yields spiking overnight as investors work through fresh JOLTS data and tariff developments: Carl Quintanilla and Sara Eisen broke down the latest moves alongside fresh Fed commentary and economic data top of the hour. Counselor to the Treasury Secretary, Joe Lavorgna joined the team to discuss it all – arguing the economy remains strong here – in addition to Jefferies Chief Market Strategist, and potential Fed contender David Zervos later on. Also in focus: what to do with Google shares after their big antitrust trial win… Why Evercore calls this a “clearing event” for the stock – and says you should buy the stock here.

Plus: hear Pfizer’s official response to recent claims around their COVID vaccines… And a recap of August auto sales numbers – along with more on what could come next.

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Alphabet and Apple Shares Surge on Google Antitrust Case Ruling 9/3/25 Sep 03, 2025

Show notes

Carl Quintanilla and Jim Cramer engaged a wide-ranging discussion about market reaction to the Google antitrust case: Shares of Alphabet surged after a federal judge

ruled that Google does not have to divest its Chrome browser or Android operating system. Apple shares also jumped sharply after the judge said Google can continue

to make payments to the iPhone maker for default browser placement. Also in focus: The global bond sell-off, Cook vs. Trump and what Fed Governor Waller told CNBC

about Fed independence, Macy's shares soar as part of Wednesday's earnings parade, Ford monthly auto sales rise, gold's record run, Salesforce earnings preview.

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Cramer's Morning Take: Starbucks 9/2/25 Sep 02, 2025

Show notes

Cramer explains why investors should sell this stock ‘at their own peril’.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: The September Set-up, Healthcare & Energy Playbooks, Plus: Pepsico/Kraft Heinz - Exclusive Comments 9/2/25 Sep 02, 2025

Show notes

First trading day of September and stocks taking a leg lower:

Carl Quintanilla and Sara Eisen broke down the market set-up – along with fresh data and commentary around the consumer and prices paid top of the hour. Bespoke Invest Co-Founder Paul Hickey pointing out what he calls a bullish environment, while former Fed Vice Chair Alan Blinder gave his predictions for a make-or-break Jobs Report this Friday – and what could result from Fed Gov. Lisa Cook’s ongoing DC trial. Plus: get key analysis and more on what to do with stocks in 2 volatile sectors – energy and healthcare, as headlines roll-out of Washington from both industries.

Also in focus: Kraft Heinz and Pepsico. Hear what Warren Buffett had to say about news Kraft Heinz plans to split the company – and why he’s “disappointed” – along with Pepsico’s response to a new activist investor in the name.

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September Playbook, Kraft Heinz Split Decision, PepsiCo and Activism 9/2/25 Sep 02, 2025

Show notes

Carl Quintanilla and Jim Cramer explored where investors should put their money in September, a traditionally rough month for stocks. Jim discussed value names

worthy of your attention. Consumer brands in the spotlight: Kraft Heinz to split into two publicly traded companies, PepsiCo shares jump on a report that activist investor

Elliott Management has taken a $4 billion stake in the food and beverage giant, McDonald's brings back "Extra Value Meals," shares of Constellation Brands slide on lowered

earnings guidance. Also in focus: President Trump's legal setback on tariffs, the China summit with President Xi, Russian President Putin and Indian Prime Minister Modi.

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SOTS 2nd Hour: Fed Gov. Lisa Cook’s Case Heads To Court – Latest Analysis, Plus: Affirm & Celsius CEOs 8/29/25 Aug 29, 2025

Show notes

This hour: Fed Governor Lisa Cook’s case heads to court.

A hearing to temporarily block President Trump from removing her from office kicking off at the top of the hour – Carl Quintanilla, David Faber, and Contessa Brewer got the latest from outside the courtroom, along with analysis on what could come next with a former general counsel for the Fed – now Georgetown law professor. Also top of 10: disappointing consumer sentiment data… The team broke down the numbers with Northern Trust Asset Management’s top strategist - and Moody’s Mark Zandi.

Plus: the view from the C-suite… Affirm CEO Max Levchin joined the broadcast to break down the numbers and how the consumer is holding up – along with the Chairman and CEO of Celsius, later on… Talking Pepsi’s decision to raise their stake in the name and what it means for strategy.

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Cook vs. Trump Heads to Court, Inflation and The Fed, August's Bull Run 8/29/25 Aug 29, 2025

Show notes

Carl Quintanilla, David Faber and Robert Frank led off the show with a preview of Friday's federal court hearing in the case of Fed governor Lisa Cook, who is suing to block President Trump's efforts to fire her. Former White House attorney Ty Cobb weighed in on the situation. The anchors explored market reaction to the Fed's preferred inflation gauge: July PCE in line amid expectations for a Fed rate cut in September. Also in focus: S&P above 6500, Bulls rule in August, Alibaba vs. Nvidia, Dell slides, Affirm soars, Robert's look at the biggest insider sellers and a preview of his "Inside Alts" newsletter set to launch September 2.

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Squawk on the Street 2ND Hour 8/28/25 Aug 28, 2025

Show notes

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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Cramer's Morning Take: Nvidia 8/28/25 Aug 28, 2025

Show notes

Cramer breaks down this chip giant’s earnings. 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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Nvidia's Q2 Beat and the AI Trade, Fed's Cook Sues Trump Administration 8/28/25 Aug 28, 2025

Show notes

Carl Quintanilla, Jim Cramer and David Faber engaged in a wide-ranging conversation about Nvidia and what's next for the stock and the AI trade. The world's most valuable company posted a Q2 earnings beat, but the stock fell in reaction to lighter-than-expected data center revenue growth -- and a Q3 outlook that did not include H20 chip shipments to China. The anchors also discussed the lawsuit Fed governor Lisa Cook filed against the Trump Administration, contesting the president's move to fire her. Also in focus: The retail earnings parade led by Dollar General and Best Buy, Snowflake soars, upheaval at the CDC.

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