Squawk on the Street

Carl Quintanilla and Jim Cramer led off the show with AI trade. A lift for Nvidia shares: Officials in China reportedly told Alibaba and other tech giants in the country to prepare orders for Nvidia's H200 AI chips. On the flip side, Intel shares tumbled on disappointing guidance and supply constraints. How should you play what has been a red-hot semiconductors group? The anchors also discussed wh...

Carl Quintanilla, Sara Eisen, and David Faber kicked off the hour with the latest on the geopolitical front out of Davos after a headline filled 24-hours. What investors should know - plus market takeaways with Allianz' Mohamed El-Erian.  In Davos: Sara was able to sit down with the CEO of Dell, in a wide-ranging interview spanning his pledge to invest in America's children to A.I. impacts on the...

Carl Quintanilla, Jim Cramer and David Faber explored stocks extending Wednesday's rebound rally, which was sparked by President Trump pulling back his threat to hike tariffs on European nations over Greenland — and saying the U.S. will not use military force to acquire the Danish territory. Hear what the president told CNBC at the World Economic Forum in Davos, Switzerland about the "framework fo...

Cramer says he would sell this financial stock if credit card rates are capped. 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 Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection an...

Carl Quintanilla, Sara Eisen, and David Faber kicked off the hour with reaction to President Trump's latest remarks at Davos - as stocks jumped on new comments around Greenland. Citadel's Ken Griffin (at Davos for the first time in over a decade) gave his first reaction on the backside - along with his take on the macro, geopolitics and more. Plus: Sara also checked in with one of tech's biggest d...

President Donald Trump delivered a wide-ranging speech at the World Economic Forum in Davos, Switzerland. Stocks rose after the president said "I won't use force" to take over Greenland.  Trump's comment comes one day after a global market sell-off, sparked by his threat to raise tariffs on eight European nations who oppose a U.S. acquisition of Greenland. The president also spoke about issues inc...

Cramer says he wants to buy more of this tech giant’s stock prior to Thursday’s monthly meeting. 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 Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about...

Stocks under pressure but off the lows as the President dials up his rhetoric and tariff threats around Greenland: Sara Eisen, David Faber, and Michael Santoli kicked off the hour with the latest and a look at what's moving in early trading - before breaking down the macro with a number of high profile interviews, live from the World Economic Forum in Davos... Today: Citi CEO Jane Fraser, Oracle's...

David Faber and Jim Cramer kicked off the holiday-shortened trading week with the markets in sell-off mode — as President Trump ramps up his push to annex Greenland and threatens double-digit tariffs on eight European nations opposed to such a move. Jim explores how investors should navigate Tuesday's pullback. David breaks down Netflix's amended offer to acquire Warner Bros. Discovery's studio an...

Cramer says this energy tech company’s stock deserves to be ‘radically higher.’ 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 Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and u...

Sara Eisen & David Faber kicked off the hour with a look at consumer affordability ahead of some key White House events today around the topic - before breaking down the market picture with Trivariate's Adam Parker, along with one tech analyst who says investor sentiment hasn't been this negative on software in a decade.   Plus: alternative energy stocks jumping as a key group reportedly meets at...

David Faber and Jim Cramer delved into the chip sector rally: The U.S. and Taiwan reached a trade agreement to build chips and chip factories on American soil in a $250 billion deal. Micron CEO Sanjay Mehrotra joined the program "First on CNBC" — and discussed breaking ground on a new chipmaking complex in upstate New York. Micron shares have more than tripled over the past twelve months. At an ev...

Cramer says this investment firm’s CEO is as bullish as he’s ever been. 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 Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of pe...

Carl Quintanilla, Sara Eisen, & David Faber kicked off the hour with fresh jobs data boosting stocks - as tech stocks surge in early trading thanks to strong results out of the world's biggest semiconductor manufacturer. The team broke down both stories and their market impact with one longtime market veteran, before also diving into the banks this morning as Goldman Sachs and Morgan Stanley gain...

Carl Quintanilla, Jim Cramer and David Faber led off the show with the rebound in tech, sparked by Taiwan Semiconductor posting a Q4 earnings beat and boosting capital spending guidance thanks to strong AI demand. President Trump clearing the way for Nvidia H200 chip sales to China also lifted sentiment. In a CNBC Exclusive, BlackRock CEO Larry Fink joined the anchors at Post 9 and talked about is...

Carl Quintanilla, Sara Eisen, & David Faber kicked off the hour with a banks breakdown - including key commentary from executives - before breaking down a number of macro headlines (from Powell pressure to a possible SCOTUS tariffs decision) with former Cleveland Fed President Loretta Mester along with Raymond James' lead U.S. policy analyst. Plus: the value investing playbook with one longtime in...

On the second day of bank earnings, Carl Quintanilla, David Faber and Sara Eisen explored why shares of Bank of America, Wells Fargo and Citigroup fell in reaction to their respective quarterly results. The anchors discussed President Trump's latest criticism of Jerome Powell in wake of the Justice Department's criminal probe of the Fed chair. The November Producer Price Index came in hotter-than-...

Carl Quintanilla, Sara Eisen, & David Faber kicked off a big morning on Wall Street with more fallout related to the DOJ-Powell probe, before hitting 2 other key stories of the day: consumer inflation & bank earnings. Evercore's Julian Emanuel and former Barclays CEO Bob Diamond joined the team to give their takes on the action.   Plus: Microsoft out with a new 5-part plan to reduce consumer impac...

Carl Quintanilla, Jim Cramer and David Faber discussed the Justice Department's criminal probe into Federal Reserve Chair Jerome Powell — and how it's facing blowback from both sides of the aisle on Capitol Hill, as well as condemnation from central bankers around the globe. The anchors also discussed JPMorgan Chase's quarterly beat as the bank's results kick off earnings season. In a CNBC Exclusi...

Carl Quintanilla, Sara Eisen, & David Faber kicked off the hour with new comments from former Treasury Secretary Janet Yellen - not mincing words when it comes to a new DOJ probe targeting Fed Chair Powell - before breaking down the market impact with Truist Wealth's Chief Investing Officer. Plus: former CEA chair Jason Furman joined the team with his take on the action - fresh off a new joint sta...

Carl Quintanilla, Jim Cramer and David faber led off the show with the "Sell America" trade amid worries about Fed independence: Fed Chair Jerome Powell said he is facing a Justice Department criminal probe regarding his Capitol Hill testimony about Fed building renovations. Powell added he believes the investigation is a pretext as part of President Trump's push for lower interest rates. The anch...

Cramer says this stock is his favorite name in retail. 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 Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data fo...

Carl Quintanilla, Sara Eisen, & David Faber kicked off the hour with a breakdown of December's full jobs report - before breaking down the numbers with an all-star lineup of market veterans, including Rockefeller's Ruchir Sharma and Goldman Sachs Chief Economist Jan Hatzius. Plus: SCOTUS not making a decision on President Trump's tariffs just yet - but Wolfe Research's Head of Policy joined the te...

Carl Quintanilla, Jim Cramer and David Faber led off the show with market reaction to the December employment report: Non-farm jobs growth came in lower than expected, up 50,000. The unemployment rate fell to 4.4%. National Economic Council Director Kevin Hassett joined the program with White House reaction to the results. The anchors and Hassett discussed him being in the running for Fed chair, t...

Cramer says this retailer’s run higher isn’t done yet. 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 Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for...