Squawk on the Street

Latest Episodes:

SOTS 2nd Hour: More S&P Record Highs, Netflix Breakdown, LIVE: Deputy Treasury Secretary 7/18/25 Jul 18, 2025

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Another morning of record highs on the S&P and NASDAQ: Sara Eisen and Carl Quintanilla kicked things off with a fresh read on where things stand when it comes to the U.S. consumer (as new sentiment data hits its highest levels since February, retail sales came in strong, and names like American Express say spending has remained healthy). Longtime market veteran Ed Yardeni joined the team with his take on the action – arguing you should remain bullish here. Plus: hear from Deputy Treasury Secretary Michael Faulkender, in a wide ranging interview spanning the administration’s crypto ambitions – to where he sees the economy headed in the 2nd half… along with a live read on the trade front thanks to Flexport’s Ryan Peterson.

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Chevron CEO "First on CNBC," Netflix Falls Despite Beat, Riding the Record Rally 7/18/25 Jul 18, 2025

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Chevron CEO Mike Wirth joined Carl Quintanilla and Sara Eisen at Post 9 in a "First on CNBC" interview. They discussed the oil giant completing its $55 billion acquisition of Hess. Shares of Netflix pull back from all-time highs despite better-than-expected quarterly results. One analyst offers his take on where the stock and the streaming wars go from here. New record intraday highs for the S&P 500 and Nasdaq -- a chief investment strategist joins the discussion about what's next for the rally. Also in focus: Reaction to earnings from the likes of American Express, Sarepta tumbles, President Trump vs. Fed Chair Powell, the House of Representatives passes landmark crypto legislation, CBS cancels Stephen Colbert's "Late Show."

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Cramer's Morning Take: Cisco Systems 7/17/25 Jul 17, 2025

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Cramer explains why the Club is investing in this tech firm that’s embracing AI. 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 Nasdaq Highs, Bank CEOs Defend Powell, Plus: CEOs of Pepsico, Fifth Third Talk Results 7/17/25 Jul 17, 2025

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All-time highs yet again for the NASDAQ: Sara Eisen and Carl Quintanilla kicked off the hour discussing the latest for stocks, earnings, data – and ever-growing headlines around Fed Independence. Hear both sides of the debate this hour, including: why the President’s putting the pressure on Powell, what big bank CEOs are saying about it, and both an international billionaire investor’s – and Goldman’s Chief U.S. Economist’s – take on all the action. On the earnings front: Sara caught up with the CEO of Pepsi, who had a big warning when it comes to the consumer - despite shares headed higher post-results. Plus: the CEO of Fifth Third joined the team to breakdown new numbers out of the regional bank, and small business demand. Finally, the team discussed two of the year’s best performers: GE Aerospace, who just reported strong numbers thanks to its engines business… while investors eye Netflix ahead of earnings tonight.

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PepsiCo CEO Exclusive, GE Aerospace and the Earnings Parade, Trump-Powell Buzz 7/17/25 Jul 17, 2025

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On a busy earnings Thursday, Carl Quintanilla and Jim Cramer explored market reaction to results and guidance from companies including GE Aerospace, United Airlines and Taiwan Semiconductor. PepsiCo CEO Ramon Laguarta joined Sara Eisen, Jim and Carl in an exclusive interview. They discussed everything from the company's Q2 earnings beat -- to President Trump's push to get Coca-Cola to use cane sugar in Coke products. The anchors reacted to Trump’s comment that he is "unlikely" to fire Fed Chair Powell -- as CEOs defend Fed independence. Also in focus: What to expect from Netflix's after-the-bell earnings, health insurer Elevance tumbles, Union Pacific reportedly exploring an acquisition of one of its rivals.

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SOTS 2nd Hour: The Inflation Debate, El-Erian’s Bull Call, & Nvidia: Buy, Sell, or Hold? 7/16/25 Jul 16, 2025

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Another promising read on inflation this morning: Sara Eisen and Carl Quintanilla kicked off the hour discussing where things stand when it comes to prices, tariffs, and the broader market rally before diving into the tech trade with Melius’s Ben Reitzes – who argues Nvidia could be the first company worth $5T. Plus: hear from longtime market veteran and Allianz Chief Economic Advisor Mohamed El-Erian about what’s next from the Fed… And why he says a rate cut could come sooner than expected.

Also in focus: new numbers out of Bank of America, Goldman Sachs, and Morgan Stanley – what investors should know, this hour; the latest from Capitol Hill on the crypto front, as Bitcoin and related stocks rally; and a deep-dive on whether the wealthy really would leave NYC if Zohran Mamdani is elected mayor.

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Big Bank Earnings Day 2, Nvidia CEO in China, Inflation Surprise 7/16/25 Jul 16, 2025

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Carl Quintanilla and Jim Cramer explored what to make of a second day of bank earnings, led by Bank of America, Goldman Sachs and Morgan Stanley.

The chip sector's record run also in the spotlight, led by Nvidia trading at all-time highs. The anchors reacted to comments made by Nvidia CEO Jensen Huang

in Beijing about doing business in China. The Producer Price Index for June comes in tamer than expected, showing wholesale inflation unchanged month-on-month.

Also in focus: ASML drags chip equipment stocks lower, Johnson & Johnson jumps on earnings, President Trump from trade to your 401(K), crypto legislation vote watch.

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SOTS 2nd Hour: June CPI Breakdown, LIVE: Energy Sec. Talks AI, & Mario Gabelli’s Stock Picks 7/15/25 Jul 15, 2025

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June consumer inflation coming in as expected: Carl Quintanilla and Sara Eisen broke down the key categories to watch, sectors most impacted by tariffs, and what it all means for stocks alongside the Fed. Famed investor Mario Gabelli joined the team with his take on it all – along with some specific stock picks… While Former Fed Governor Randy Kroszner argued today’s print doesn’t move the needle on rates. Plus: a deep-dive on the big banks, as JPMorgan, Citi, and Wells Fargo kick off earnings from the group this week (all beating estimates).

Also in focus: the President’s headed to Pittsburgh today for Pennsylvania’s first ever Energy and Innovation Summit… with billions of dollars in deals and commitments around AI and data centers expected to be (or already) announced. U.S. Energy Secretary Chris Wright joined the team live from the ground with his answers to America’s growing power needs – along with recent OPEC developments, and more.

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Big Banks’ Earnings Kickoff , Nvidia Rallies, Inflation Rises 7/15/25 Jul 15, 2025

Show notes

On a record-setting day for the S&P 500 and Nasdaq, Carl Quintanilla and Jim Cramer delved into a number of big stories: JPMorgan Chase, Wells Fargo and Citi kick off earnings season

with Q2 beats. Nvidia shares hit new all-time highs after the chipmaker said the U.S. is giving it the green light to resume sales of its H20 AI chips to China. CPI data show consumer inflation

rose in June, but largely in line with economists' expectations. Also in focus: JPMorgan Chase CEO Jamie Dimon talks regulation and stablecoins on the company's earnings call,

Meta CEO Mark Zuckerberg on the company's AI hiring spree, Amazon-backed Anthropic's AI rollout, Jim Cramer's message for Apple CEO Tim Cook, stocks caught up in a downgrade parade.

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Cramer's Morning Take: Dover Corp 7/14/25 Jul 14, 2025

Show notes

Cramer says he likes this industrial stock, calls it a buy. 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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