Squawk on the Street

Latest Episodes:

SOTS 2nd Hour: Goldman’s Chief U.S. Equity Strategist, Palantir’s Blowout Quarter, and The Healthcare Playbook 8/5/25 Aug 05, 2025

Show notes

Stocks taking a leg lower after new manufacturing data top of the hour:

David Faber, Leslie Picker, and Michael Santoli discussed the latest – along with key headlines out of President Trump’s wide-ranging interview on CNBC earlier this morning – with Goldman’s Chief U.S. Equity Strategist David Kostin, who argues margins can hold here despite tariff pressures… Plus: the playbook for two sectors in focus today – tech stocks, as Communication Services hits a new high alongside Palantir (on the heels of a blowout quarter), and Healthcare on the heels of double digit swings in multiple earnings names.

Also in focus: the financials. Hear the CEO of Apollo Global’s take on allowing 401(k) funds access to private markets (calling it “common sense”) – and JPMorgan’s response after the President called out the firm alongside Bank of America for so-called “de-banking” of conservatives this hour.

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Pres. Trump Speaks to CNBC, Palantir's AI Boom, Caterpillar’s Earnings Miss 8/5/25 Aug 05, 2025

Show notes

David Faber and Jim Cramer engaged in wide-ranging discussion about President Donald Trump's Tuesday morning appearance on CNBC. The anchors reacted to

what he had to say about everything from trade to who might replace Jerome Powell as Fed Chair. JPMorgan Chase responded to Trump's accusation that big banks

discriminate against conservatives. Palantir -- this year's top performing stock on the S&P 500 -- jumped to a fresh record high on a blowout quarter fueled by AI.

Also in focus: Earnings winners and losers including Caterpillar, which missed on the bottom line and said it expects up to $1.5 billion in tariff-related costs this year.

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Cramer's Morning Take: Starbucks 8/4/25 Aug 04, 2025

Show notes

Jim Cramer says this coffee giant’s stock has come down ‘way too much’. 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: Stocks still digesting Friday’s sell-off and the President’s decision to fire the head of the BLS 8/4/25 Aug 04, 2025

Show notes

David Faber, Michael Santoli, and Leslie Picker kicked off the hour with new data and the market set-up ahead of what’s historically a hard month for the market… and stocks like Palantir and meme trade Opendoor surge. Longtime market vet and Evercore Founder & Vice Chair Roger Altman joined the team with his take – and the evidence he sees of an economic slowdown. Plus: listen to a can’t miss and wide-ranging interview with Senator Elizabeth Warren this hour, spanning the economy, the consumer, the housing market, and the NYC mayoral race.

Also in focus: OnSemi the latest chip company to issue disappointing guidance – a debate on whether it’s a canary in the coal mine, this hour… A deep-dive on new numbers out of Berkshire Hathaway… And more on the other key movers of the day: like Wayfair’s better-than-feared results boosting shares to a $10.5B AI data center deal sending shares of a different name +70%.

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Musk's Massive Pay Package, Trump Fires BLS Head, Stocks Rebound After Friday Sell-Off 8/4/25 Aug 04, 2025

Show notes

David Faber and Jim Cramer led off the show with Tesla shares rising after the company awarded Elon Musk a massive multibillion dollar pay package consisting of 96 million restricted shares of stock. The anchors also reacted to President Trump's decision to fire the head of the Bureau of Labor Statistics after July employment data came in weaker than expected. Also in focus: What to make of stocks in rebound mode after Friday's sell-off, fascinating Mag 7 stats, shares of Warren Buffett's Berkshire Hathaway fall on earnings, what to expect from Palantir's quarterly results after Monday's close of trading, Figma's red-hot post-IPO rally takes a detour.

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SOTS 2nd Hour: Jobs Report & Big Tech Breakdown, PLUS: SEC Chair, Goldman’s Chief Economist, & Atlanta Fed President Bostic 8/1/25 Aug 01, 2025

Show notes

A tough morning after July Jobs data disappointed along with some HUGE revisions when it comes to prior months:

Sara Eisen and David Faber broke down the latest – plus new data crossing top of the hour – alongside the market impact for stocks already seeing pressure following new tariff rates on over 60 U.S. trading partners from the Trump Administration. Goldman’s Chief Economist Jan Hatzius discussed his case for stagflation, and what he calls “an economy that’s still growing – but growing very slowly” – but a bit of a different story from Atlanta Fed President Bostic, who joined the team exclusively with a few greenshoots… albeit despite “a very difficult environment right now”.

Also in focus: Big Tech and Crypto. The Head of the SEC discussed the regulator’s new “Project Crypto” and what it means for the industry… And don’t miss advice on what to do with Amazon and Apple shares, along with the rest of the Mag-7, as the group falls alongside the NASDAQ.

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Market Sell-Off: Trump's New Tariffs, Jobs Miss, Apple and Amazon, Chevron CEO Exclusive 8/1/25 Aug 01, 2025

Show notes

On a busy first trading day of August: David Faber and Jim Cramer discussed the markets in sell-off mode with lots of news in the spotlight: President Trump imposes

new tariffs on dozens of countries including Canada, the July jobs report comes in weaker than expected, Amazon shares slide despite a Q2 beat, but Apple is a

bright spot -- shares rise after strong iPhone sales helped fuel better-than-expected results. Chevron CEO Mike Wirth joined the program exclusively to discuss everything

from earnings to energy and data centers in wake of the AI boom. Also in focus: Shares of Figma extend gains one day after soaring 250% in the company’s Wall Street debut.

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Cramer's Morning Take: Meta & Microsoft 7/31/25 Jul 31, 2025

Show notes

Cramer breaks down strong earnings from two tech giants. 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: You Meta Believe It, Microsoft $4T, plus – ARM CEO, NYSE Pres. Talks Figma IPO 7/31/25 Jul 31, 2025

Show notes

Big Tech boosting the S&P to record highs:

Sara Eisen and David Faber broke down the latest on the data front (PCE, fresh Powell commentary on tariffs & inflation) with a special guest – Jim Cramer, joining the team ahead of a First On CNBC interview with the CEO of chip designer ARM as shares fall there on disappointing results. Plus: parsing through a deluge of earnings over the last 24 hours… RBC’s U.S. Equity Strategy Head Lori Calvasina gave her take on it all – and why it’s becoming a “stock picker’s market” as companies navigate tariffs – while one big tech analyst along with CNBC’s Steve Kovach broke down Meta, Microsoft, Amazon, and Apple this hour.

Also in focus: a blockbuster public debut at the New York Stock Exchange as Figma prices above the range. NYSE President Lynn Martin discussed all the action, the IPO pipeline, and a whole lot more in a wide-ranging deep-dive this hour.

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Markets Ride the AI Boom: Microsoft Joins the $4T Club, Meta Soars on Earnings 7/31/25 Jul 31, 2025

Show notes

David Faber and Jim Cramer covered all of the bases on the AI trade extending the record run for stocks. Microsoft posted a blowout quarter and joined Nvidia in the exclusive $4 trillion valuation club. Meta shares hit a fresh all-time high with an earnings beat of its own, as the company ramps up its AI investment strategy. Also in focus: The Fed's preferred inflation gauge shows an increase in core prices, copper's tumble and the tariff effect, Figma's Wall Street debut at the NYSE, earnings winners and losers including Qualcomm, Arm Holdings, eBay and Ford.

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