Squawk on the Street

Latest Episodes:

UnitedHealth Surges on Buffett Bet, Trump and Intel Stake Buzz, Applied Materials Tumbles 8/15/25 Aug 15, 2025

Show notes

Carl Quintanilla, Scott Wapner and Mike Santoli discussed UnitedHealth Group leading the Dow to a new all-time high -- after Warren Buffett's Berkshire Hathaway disclosed a $1.6 billion stake in the health insurer, whose stock remains the Dow's worst performer this year. The anchors also reacted to reports the Trump Administration is in talks with Intel to have the U.S. government acquire a stake in the chipmaker. Also in focus: Applied Materials tumbles on weak guidance, July retail sales rise, what Chicago Fed President Austan Goolsbee told CNBC about tariffs and rate cuts, software stocks slump, Target downgraded, Trump-Putin summit.

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SOTS 2nd Hour: PPI Concerns, Charles Schwab’s Chief Strategist, & LIVE: St. Louis Fed President Musalem 8/14/25 Aug 14, 2025

Show notes

Producer inflation data coming in far higher than expected:

Sara Eisen and Carl Quintanilla broke down the numbers alongside key commentary out of consumer earnings when it comes to tariffs, before discussing the market impact with Charles Schwab’s Chief Investment Strategist Liz Ann Sonders. Plus: hear the Fed’s first reaction to the inflation print – in CNBC’s exclusive interview with St. Louis Fed President Alberto Musalem spanning the data, the economy, and the possibility of a rate cut in September.

Also in focus: huge movers across earnings and new entrants… The CEO of options and equities exchange “Miami International” joined the team ahead of their first trade on the New York Stock Exchange, while Sara brought exclusive commentary from a call with the CEO of Tapestry – as those shares fall to the bottom of the S&P despite a top and bottom line beat.

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Hotter-Than-Expected PPI, Cisco CEO on Earnings and AI, Deere Drops 8/14/25 Aug 14, 2025

Show notes

With tariffs and rate cut hopes on the front burner, Carl Quintanilla and Jim Cramer discussed hotter-than-expected wholesale inflation data weighing on stocks. The July Producer Price Index up 0.9%, well above economists expectations. Cisco CEO Chuck Robbins joined the program to explain how AI fueled the company's earnings beat. Also in focus: Deere shares under pressure on trimmed guidance, Coach parent Tapestry tumbles, crypto exchange Bullish builds on its strong debut one day after going public, bitcoin pulls back from its all-time high, Apple's AI push.

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Cramer's Morning Take: Eli Lilly 8/13/25 Aug 13, 2025

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Cramer says he wants to buy back shares of this pharma giant. 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: Goldman’s Chief U.S. Economist, Potential Powell Picks, & The Quantum Computing Breakdown 8/13/25 Aug 13, 2025

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Stocks hitting more record highs: Sara Eisen, David Faber, and Carl Quintanilla discussed the latest on the markets front with Goldman’s Chief U.S. Economist… Along with his response to the President’s recent post railing against the company and his team’s report on tariff costs. Plus: some surprising new names being floated as potential replacements for Fed Chair Powell – hear who they are this hour - along with a deep-dive on the legal landscape for big tech with a former commissioner at the FTC (as AI start-up Perplexity makes a big for Google’s Chrome Browser, and Elon Musk threatens to sue Apple over antitrust concerns).

Also in focus: a series of key names on the move… The team discussed Cava and Coreweave’s double-digit declines, Paramount-Skydance shares surging on little news, and what to expect from a new entrant at the New York Stock Exchange – Crypto exchange ‘Bullish’, set to trade under the ticker BLSH. Plus, hear from the CEO of quantum computing darling ‘Rigetti Computing’ – whose shares are up nearly *1,700%* over the last year.

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Stocks Extend Record Run, CoreWeave Falls Despite Beat, Bullish CEO on IPO 8/13/25 Aug 13, 2025

Show notes

Carl Quintanilla, Jim Cramer and David Faber discussed riding the record rally in stocks, with the S&P 500 and Nasdaq hitting new all-time highs. The anchors also reacted to

Treasury Secretary Scott Bessent's suggestion that the Fed should cut interest rates by a half-point in September. CoreWeave's high-flying post-IPO rally takes a detour

despite guidance and quarterly revenue above street estimates. Bullish CEO Tom Farley joined the program after ringing the NYSE opening bell. Farley -- former president of the NYSE --

discussed Bullish going public and how the crypto exchange is capitalizing on stablecoins. Also in focus: Elon Musk-Sam Altman battle intensifies, Cava plummets.

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SOTS 2nd Hour: CPI Breakdown, LIVE: Stephen Miran, & AMC Entertainment CEO Talks Box Office 8/12/25 Aug 12, 2025

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Stocks gaining after this morning’s inflation report: Sara Eisen, Carl Quintanilla, and David Faber broke down the numbers along with Council of Economic Advisers Chairman (and President Trump’s Pick to Replace Fed Governor Adriana Kugler) Stephen Miran. JPMorgan Asset Management’s Chief Strategist saying higher inflation might not be a bad thing for equity investors – find out why this hour. Plus: hear the latest Fed speak – including Fed President Jeffrey Schmid’s new hawkish comments… and more on how the consumer’s holding up with the CEO of AMC Entertainment, fresh off earnings from the name.

Also in focus: the return of M&A and IPOs… Morgan Stanley’s Global Co-Head of Investment Banking joined the team for a wide-ranging interview spanning recent entrants, the deal pipeline, and whether a rebound in activity is to be believed.

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Market Reaction to CPI, Nvidia's China Challenge, Musk Threatens Apple 8/12/25 Aug 12, 2025

Show notes

Carl Quintanilla, Jim Cramer and David Faber led off the show with market reaction to July CPI inflation data -- as well as what the results could mean for the Fed. Chips back in the spotlight:

Beijing reportedly demanding that Chinese tech companies justify buying Nvidia's H20 chips instead of domestic alternatives. The anchors reacted to Intel CEO Lip-Bu Tan's White House

Meeting with President Trump. Elon Musk threatens Apple with legal action over alleged antitrust violations involving the App Store. Also in focus: Stablecoin issuer Circle Internet extends

its post-IPO rally to a gain of 490% after posting its first quarterly report as a public company, Trump threatens Fed Chair Powell with a "major lawsuit."

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Cramer's Morning Take: Texas Roadhouse 8/11/25 Aug 11, 2025

Show notes

Cramer says ‘leave room to buy back’ this restaurant chain. 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: New Nvidia/AMD China Fees, Barrick Mining CEO Talks Gold, & TKO CEO Live 8/11/25 Aug 11, 2025

Show notes

A mixed morning for stocks as tariff receipts – and headlines – roll in: Sara Eisen, David Faber, and Carl Quintanilla broke down the latest out of Washington, including news that Nvidia and AMD will pay the U.S. government 15% of their China chip sale revenues… plus: investors expecting more clarity today when it comes to tariffs on gold – with the CEO of one of the world’s biggest miners, Barrick Gold – joining the team to discuss. Later on: why Citi’s top U.S. Strategist says the bull case remains strong here – and the path to his new 6600 price target on the S&P.

Also in focus: Paramount Skydance inking a huge media deal – acquiring exclusive rights for UFC for $7.7B… Hear a wide-ranging deep-dive with the heads of UFC Parent company TKO Group, spanning the deal, live sports, and the health of the media ecosystem.

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