Episodes
With the Nasdaq in the midst of a seven-week win streak, Carl Quintanilla, Jim Cramer and David Faber explored what to expect as we enter the busiest week of earnings season -- including results from five of the "Magnificent 7." Boeing announced a $19 billion capital raise in wake of the jet maker's safety issues and machinists' strike. The anchors discussed shares of Trump Media extending Friday's big gains, plus reaction to former President Trump's Sunday rally at New York's Madison Square...
Published 10/28/24
Carl Quintanilla, Sara Eisen and David Faber discussed the latest on the earnings front as the Nasdaq hits fresh all-time highs – and Tesla sees its best weekly performance since 2013. CEO Elon Musk making headlines after the stock move boosted his wealth by billions – but a new Journal report detailing the billionaire’s close relationship with Russian President Putin also a key focus for investors this morning. Sara and David broke down the road ahead for Tapestry and Capri, after their...
Published 10/25/24
Carl Quintanilla, Jim Cramer and David Faber discussed Tesla coming off its biggest one-day gain in more than a decade -- boosting CEO Elon Musk's position as the world's wealthiest person. What's next for the stock? The anchors also reacted to The Wall Street Journal reporting Musk has been in regular contact with Russian President Vladimir Putin since late 2022. Also in focus: Capri Holdings shares plummet after a federal judge blocks the company’s planned merger with Coach parent Tapestry,...
Published 10/25/24
Carl Quintanilla, Sara Eisen and David Faber discussed the latest out of names like Tesla, UPS, IBM and more on the heels of another busy morning for earnings. Plus – a look at the growing trend of so-called “election uncertainty” and how it’s impacting consumers and industries across the U.S.; an exclusive with the CEO of ServiceNow as they bet big on GenAI; the results of CNBC’s All-America Survey; and the latest from the airlines after activist news at Southwest and more negative headlines...
Published 10/24/24
Carl Quintanilla, Jim Cramer and David Faber led off the show with a unique focus on energy, featuring Jim in the Gulf of Mexico on Chevron's "Anchor" platform. The company's CEO Mike Wirth made a cameo appearance ahead of Cramer's interview with him Thursday night on "Mad Money." The anchors engaged in a wide-ranging discussion about Tesla shares surging on Q3 results and CEO Elon Musk's vehicle sales forecast. Southwest Airlines CEO Bob Jordan joined the program exclusively. He discussed...
Published 10/24/24
Jim and Jeff discuss the rough earnings estimates for this food retail 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 10/23/24
Carl Quintanilla, Sara Eisen and David Faber began the hour with an exclusive interview with Coca-Cola CEO James Quincey, where they discussed the company’s quarterly results, the state of the consumer and how the 2024 election will impact prices. Staying with the consumer space, the desk broke down the prelim results out of Starbucks and the E. coli outbreak linked to McDonald’s. Also in the mix: The anchors highlighted Boeing’s latest quarter, with new CEO Kelly Ortberg saying the company...
Published 10/23/24
Carl Quintanilla, Jim Cramer and David Faber discussed big stories on the food front: McDonald's shares down sharply after the CDC linked an E. coli outbreak to the company's Quarter Pounder hamburgers. Starbuck shares also under pressure after the coffee chain suspended guidance for fiscal 2025 and announced preliminary Q4 results that disappointed Wall Street. Boeing CEO Kelly Ortberg joined the program to talk about his turnaround plans for the jet maker -- after it posted a $6 billion...
Published 10/23/24
Carl Quintanilla, Sara Eisen and David Faber discussed the latest on the earnings front as the street gets report cards out of key names like General Motors, GE Aerospace, Verizon, 3M and more. Also in focus: Nike’s NBA deal, why Starboard’s Jeff Smith is taking on Pfizer, and Big Tech’s growing bets on nuclear energy. Squawk on the Street Disclaimer
Published 10/22/24
Jim and Jeff discuss Danaher beating Wall Street estimates for third-quarter profit and a solid start to earnings season. 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 10/22/24
Carl Quintanilla, Jim Cramer and David Faber explored market reaction to a slew of earnings reports, including results from Verizon, 3M, GE Aerospace and General Motors. In a CNBC Exclusive, David interviewed Starboard Value CEO Jeff Smith at the 13D Monitor Active-Passive Investor Summit. They discussed the activist investor's push for changes at Pfizer and Kenvue. With Election Day just two weeks away, The anchors reacted to what legendary investor Paul Tudor Jones and BlackRock CEO Larry...
Published 10/22/24
Carl Quintanilla, Leslie Picker and David Faber discussed the market rally alongside Goldman’s new call for slowing growth on the S&P – plus a slew of activist news at Southwest and consumer goods giant Kenvue. Also in focus: Disney’s succession news, a potential labor deal at Boeing, and a deep dive into one swing state county less than 2 weeks from the election. Squawk on the Street Disclaimer
Published 10/21/24
Carl Quintanilla, Jim Cramer and David Faber discussed the markets' record run and six-week win streak as earnings season heats up: Results from the likes of Tesla, Coca-Cola, Verizon and General Motors due out this week. Shares of Boeing jumped after the jet maker and its machinists union reached a tentative agreement that could end a five-week strike. Lots of activism investor developments surrounding Johnson & Johnson spin-off Kenvue, Southwest and CVS Health. Also in focus: Former...
Published 10/21/24
Jim and Jeff discuss the positive news around this mega-cap 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 10/18/24
Carl Quintanilla and Sara Eisen discussed another morning of big earnings from Netflix, CVS and more. Also in focus: Apple iPhone demand in China, crypto’s impact on one swing-state race, and Oppenheimer’s top sectors to buy on here. Squawk on the Street Disclaimer
Published 10/18/24
Carl Quintanilla and Jim Cramer led off the show with CVS Health shares tumbling after the company replaced CEO Karen Lynch with long-time executive David Joyner – and cut guidance in wake of rising medical costs. The anchors also discussed Netflix shares surging on better-than-expected third-quarter results and the addition of 5.1 million subscribers. Also in focus: Market reaction to results from American Express and Procter & Gamble, Apple jumps on a bullish report about iPhone 16...
Published 10/18/24
Jim and Jeff discuss September’s retail sales and the moves in the semiconductor space. 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 10/17/24
Carl Quintanilla, Sara Eisen and David Faber discussed a big morning of earnings and economic data - from retail sales to jobless claims – plus what it all means for the consumer. Also in focus: the European Central Bank cuts rates, Taiwan Semiconductor CEO calls out ‘insane’ chip demand, and the latest from Beijing on the heels of new stimulus. Squawk on the Street Disclaimer
Published 10/17/24
Carl Quintanilla, Jim Cramer and David Faber discussed a record-setting day for stocks: The Dow and S&P 500each hitting fresh all-time highs. The chip sector boosted by Taiwan Semiconductor, as AI demand fueled the company's better-than-expected quarterly results and guidance. Also in focus: Countdown to Netflix's quarterly results due out after Thursday's close of trading, shares of Lucid and Elevance Health tumble, Uber reportedly explored a takeover bid for Expedia, September retail...
Published 10/17/24
Carl Quintanilla, Sara Eisen and David Faber discussed the latest on the earnings front as a number of consumer names (United Airlines, Adidas, LVMH) and banking stocks (Morgan Stanley, First Horizon & more) report fresh results. Also in focus: Musk’s big bet on a Trump 2nd term, a “condo crisis” in South Florida, and why Stifel is warning of a possible pullback ahead. Squawk on the Street Disclaimer
Published 10/16/24
Carl Quintanilla, Jim Cramer and David Faber started the show by breaking down the quarterly results out of Morgan Stanley. Shares of the big bank soared to new record highs, after topping estimates on better-than-expected wealth management, trading and banking results. A similar picture for United Airlines after the company posted an earnings beat and announced it will buy back $1.5 billion worth of shares, which gave the stock a boost. The desk also hit Amazon, the latest tech company to...
Published 10/16/24
Jim and Jeff explain why they bought the dip in 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 10/15/24
Carl Quintanilla, Sara Eisen and David Faber discussed the latest on the earnings front as a number of big banks (Goldman Sachs, Bank of America, Citi) and healthcare names (J&J, United Health, Walgreens Boots) report fresh results. Also in focus: Apple all-time highs, Boeing shores up its balance sheet, Tesla's Optimus robot controversy Squawk on the Street Disclaimer
Published 10/15/24
Carl Quintanilla, Jim Cramer and David Faber hit the bank earnings off the top of the show, and broke down the results out of Goldman, Bank of America and Citigroup. All 3 of the big banks topped earnings and revenue estimates. The anchors also hit some of the other big earnings movers, including UnitedHealth and Johnson & Johnson. Before the opening bells, the desk also discussed Nvidia notching another record close, gaining on Apple’s crown as the world’s most valuable company. Another...
Published 10/15/24
Carl Quintanilla, Sara Eisen and David Faber discussed the 2-year anniversary of the bull market – and whether there’s more room to run here. Also in focus: Day 1 for new Nike CEO Elliott Hill, Nvidia shares near record highs, and a look at one part of Wall Street using AI to get an edge. Squawk on the Street Disclaimer
Published 10/14/24