Episodes
Jim and Jeff discuss Estee Lauder shares after a Bank of America upgrade to buy from neutral. 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 CNBC Investing Club Disclaimer
Published 03/28/24
Published 03/28/24
Heading into the long holiday weekend, Carl Quintanilla and Jim Cramer wrap up what has been a bullish Q1: The S&P 500 poised for its best start to a year since 2019 – and major indices on track for a fifth straight month of gains. Cramer explains why he believes it's time to "let Mag 7 rest." Home Depot to buy SRS Distribution in an $18.25 billion deal, marking HD's largest acquisition ever. Also in focus: Sentencing day for FTX founder Sam Bankman-Fried, Q4 GDP upside surprise,RH...
Published 03/28/24
With the Dow and S&P 500 looking to snap 3-day losing streaks after a record run-up for stocks, Carl Quintanilla and Jim Cramer engaged in a wide-ranging discussion about a question posed in the latest Delivering Alpha survey: Has the market run too far, too fast? Also in focus: Commerce and Treasury Departments' new recommendations on regulating AI, Apple's Q1 stock slump and J.P. Morgan's note on China iPhone sales, China's President Xi meets with U.S. CEOs, meme stocks back in the...
Published 03/27/24
Jim and Jeff discuss the analyst price target increase for Microsoft. They also talk about the weight loss drug opportunity for Viking Therapeutics. 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 CNBC Investing Club Disclaimer
Published 03/26/24
Carl Quintanilla and Jim Cramer began the show with Larry Fink's annual letter to investors, in which the BlackRock CEO warns of a crisis when it comes to saving for retirement. The anchors discussed what he told Jim in an interview set to air on "Mad Money" Tuesday night. Also in focus: The Francis Scott Key Bridge collapse in Baltimore, Truth Social parent Trump Media & Technology Group soars after beginning trading under ticker symbol DJT, Reddit continues to rally after its own public...
Published 03/26/24
Jim Cramer and Jeff Marks discuss the positive news around Nvidia. 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 CNBC Investing Club Disclaimer
Published 03/25/24
Carl Quintanilla and Jim Cramer led off the show with reaction to a leadership shakeup at Boeing: Dave Calhoun will step down as CEO at the end of 2024. The anchors also discussed global headwinds for tech: The EU announced it is investigating Apple, Alphabet and Meta under its new digital competition law -- and China has reportedly blocked use of Intel and AMD chips in its government computers. Also in focus: Apple CEO Tim Cook in China, new bullish market calls on Wall Street, Disney vs....
Published 03/25/24
Jim Cramer and Jeff Marks discuss the DOJ lawsuit against Apple. 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 CNBC Investing Club Disclaimer
Published 03/22/24
Jim Cramer and David Faber explored the record run for stocks despite this year's slump in Apple shares -- including Thursday's 4% drop on news of the Justice Department-led antitrust lawsuit against the iPhone maker. Earnings also in the spotlight: FedEx shares surge while Nike and Lululemon take a hit on guidance that disappointed Wall Street. Also in focus: Day two for Reddit after shares jumped 48% in its public debut, the latest news impacting Tesla shares, the Trump SPAC merger vote,...
Published 03/22/24
Jim Cramer and Jeff Marks discuss the Fed and demand for AI-chips driving Micron up. 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 CNBC Investing Club Disclaimer
Published 03/21/24
Jim Cramer and David Faber had a lot to discuss on a busy Thursday: Stocks hit fresh record highs after Wednesday's post-Fed meeting rally. Micron shares soared on AI-fueled guidance and a surprise profit, leading the chip sector higher.New regulatory headwinds for Apple. The anchors and Julia Boorstin spoke with Reddit CEO Steve Huffman about the social media company's IPO and public debut. A prominent proxy-services firm is backing Nelson Peltz in his battle with Disney. Also in focus:...
Published 03/21/24
Jim Cramer and Jeff Marks discuss AI and Nvidia's Blackwell platform. 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 CNBC Investing Club Disclaimer
Published 03/20/24
Jim Cramer and David Faber led off the show with Nvidia and highlights from Jim's exclusive "Mad Money" interview with CEO Jensen Huang. The CHIPS Act also in the spotlight: Intel CEO Pat Gelsinger appeared one-on-one with Jon Fortt to talk about the billions of dollars in funding the company has been awarded. Jim and David discussed an excerpt from Cramer's interview on the CHIPS Act with Commerce Secretary Gina Raimondo, which is slated to air Wednesday night on "Mad Money." Also in focus:...
Published 03/20/24
Nvidia CEO Jensen Huang joins CNBC's Jim Cramer to discuss what Nvidia’s doing with its next-generation semiconductors, the theory behind accelerated computing, and more.
Published 03/19/24
Jim Cramer and David Faber engaged in wide-ranging discussions about Nvidia’s unveiling of its new AI chips and "Blackwell" platform -- setting the stage for Jim's exclusive interview with Nvidia CEO Jensen Huang at the company's developers' conference. The anchors reacted to Elon Musk defending his use of the drug ketamine, in comments he made during an interview with former CNN host Don Lemon. David spoke exclusively with Cleveland-Cliffs CEO Lourenco Goncalves about the Nippon Steel-U.S....
Published 03/19/24
Jim Cramer and David Faber discussed all things AI as tech stocks rallied: The countdown to Nvidia CEO Jensen Huang's Monday keynote at his company's GTC event -- ahead of Jim's exclusive interview with Huang on Tuesday. Apple is reportedly in talks to build Google's Gemini AI engine into the iPhone. Cisco CEO Chuck Robbins and former Splunk CEO Gary Steele joined the program at Post 9 after both companies completed their merger deal. Jim highlighted a number of companies that are surging due...
Published 03/18/24
With the markets about to wrap up the week, David Faber, Sara Eisen and Mike Santoli explored the haves and have-nots when it comes to tech players and AI: Nvidia's latest moves, Microsoft's record run and Adobe shares take a big hit despite a Q1 beat. David delivered a "Faber Report" doubleheader: The latest on a potential TikTok ban and the Nippon Steel-U.S. Steel deal. Two of Sara's interviews also in the spotlight: Palantir CEO Alex Karp blasts short sellers, plus Citadel CEO Ken...
Published 03/15/24
Carl Quintanilla, David Faber and Mike Santoli led off the show with market reaction to key February data ahead of next week’s Fed meeting: The Producer Price Index showed hotter-than-expected wholesale inflation, while retail sales missed economists' forecasts. The anchors also reacted to what former Treasury Secretary Steven Mnuchin told CNBC: He plans to form an investor group to buy TikTok. How low can Tesla go? This year's worst performer on the S&P 500 slipped below JPMorgan Chase...
Published 03/14/24
With the S&P 500 coming off a new all-time closing high, Carl Quintanilla, David Faber and Mike Santoli discussed the momentum fueling the markets' record run. How concerned should investors be about unwind risk? The anchors also explored the potential ramifications of Wednesday's House of Representatives vote on legislation that could ban TikTok in the U.S. David reports that Jamie Dimon is backing Bob Iger in Disney's proxy battle against Nelson Peltz's Trian Partners. Also in focus:...
Published 03/13/24
Ahead of next week's Fed meeting, Carl Quintanilla, David Faber and Mike Santoli explored market reaction to key inflation data: The February Consumer Price Index. AI news in the spotlight: Oracle shares soared after the company posted an earnings beat -- and BofA raised its S&P 500 profit forecast for 2024. Also in focus: JPMorgan Chase CEO Jamie Dimon’s latest recession message, Southwest shares take a hit on Boeing-related woes, 3M selects a new CEO, Paramount deal speculation, the...
Published 03/12/24
Carl Quintanilla, David Faber and Mike Santoli kicked off a new week with a look at Nvidia's impact on the markets. The stock extended its decline from Friday's wild reversal that sent the chip sector below its 52-week high. What would a momentum unwind look like? A chips analyst joined the show to explain why he raised his price target on Nvidia from $900 to $1,200. The anchors reacted to what former President Donald Trump told CNBC about a potential TikTok ban -- as well as Facebook being...
Published 03/11/24
Jim and Jeff react to the February jobs reports and discuss AI revenue for this semiconductor stock. 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 CNBC Investing Club Disclaimer
Published 03/08/24
Carl Quintanilla, Jim Cramer and David Faber discussed the S&P 500 and Nasdaq rising to fresh all-time highs following the release of the government's February employment report. What does it all mean for the Fed? The anchors explored the big moves in tech: Nvidia leading the chip sector's record run and narrowing the valuation gap with Apple -- which entered Friday's trading session with a seven-day losing streak. Also in focus: A bullish call on GE, Lilly's obesity drug rally takes a...
Published 03/08/24
Jim Cramer and Jeff Marks discuss comments from Fed Chair Jerome Powell, shares of New York Community and other stocks making moves today. 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 CNBC Investing Club Disclaimer
Published 03/07/24