Squawk on the Street

On the first trading day of August, David Faber and Jim Cramer explored several developments of importance to the markets; The U.S.-Japan joint intervention to prop up a yen trading at 40-year lows; Stocks jump as oil prices tumble on hopes for a diplomatic solution to the U.S.-Iran conflict; AstraZeneca reportedly in merger talks with Bristol Myers Squibb to create a nearly $400 billion pharmaceu...

The Club says this stock’s pullback is a good buying opportunity. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market’s biggest headlines, analyst calls and holdings in the Charitable Trust – and see up close how they decide when, and if, to take action on stocks. Sign up here:  cnbc.com/morningtake CNBC Investing...

We break down Amazon and Apple's latest quarters with both stocks heading in opposite directions today. Then, Thoma Bravo Managing Partner Holden Spaht joins to discuss how he's looking at the software sector right now. Plus, Kalshi Board Member Brian Quintenz joins with his reaction to New York State suing the prediction market company today. Squawk on the Street Disclaimer Hosted by Simplecast,...

The latest developments surrounding hedge fund Situational Awareness and what they could mean for AI investors. And we break down earnings from Apple and Amazon, highlighting the biggest takeaways for Big Tech, capex outlook, and the next phase of the AI trade. Plus, Dallas Fed President Lorie Logan explains her dissent from the Federal Reserve’s latest policy decision, offering insight into the d...

David Faber and Jim Cramer led off the show with reaction to the latest mega-tech earnings: Amazon shares surged on quarterly results boosted by cloud growth, while Apple shares sank on guidance that disappointed investors — and overshadowed a Q3 beat in Tim Cook's final earnings report as Apple CEO. Chevron CEO Mike Wirth joined the program to discuss oil prices and his company's biggest quarterl...

Cramer says this stock is sticking to its long term plan. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market’s biggest headlines, analyst calls and holdings in the Charitable Trust – and see up close how they decide when, and if, to take action on stocks. Sign up here:  cnbc.com/morningtake CNBC Investing Club Dis...

With Meta and Microsoft heading in opposite directions after reporting results, Janus Henderson Technology Portfolio Manager Richard Clode joins to discuss how investors should navigate this earnings season. Then, Former Philadelphia Fed President Patrick Harker reacts to the Fed's hawkish hold and Chairman Warsh's press conference. Plus, the CEOs of Shell and JLL join after reporting earnings tha...

David Faber reports that one of AI’s most closely watched voices, Leopold Aschenbrenner’s hedge fund Situational Awareness, has sold its entire portfolio of public investments. We examine what the move could signal for AI investors. Plus, Jersey Mike’s CEO joins along with Danny DeVito and Eli Manning to discuss the company’s public market debut. And we break down Wall Street’s reaction to earning...

One day after the sell-off sparked by Fed Chairman Warsh's comments at his post-Fed rate decision news conference, Carl Quintanilla, Jim Cramer and David Faber explored mega-tech earnings and the AI trade: Microsoft shares soared and Meta shares tumbled in reaction to their respective quarterly results and AI spending guidance. Starbucks CEO Brian Niccol joined the program to discuss higher sales...

Cramer says he's changing course on this consumer stock. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market’s biggest headlines, analyst calls and holdings in the Charitable Trust – and see up close how they decide when, and if, to take action on stocks. Sign up here:  cnbc.com/morningtake   CNBC Investing Club Di...

Could the Federal Reserve's next move be a rate hike? Renaissance Macro Head of Economics Neil Dutta joins Squawk on the Street to make the case. Plus, Mondelez CEO Dirk Van de Put discusses better-than-expected earnings, consumer demand, and what's driving growth for the maker of Oreo. And Teva CEO Richard Francis breaks down the company's raised full-year outlook, the latest quarterly results, a...

SoFi CEO Anthony Noto joins Squawk on the Street after the stock tumbles despite record quarterly net revenue, explaining the results and outlook for the fintech company. Plus, AI skeptic Ed Zitron weighs in on Mark Zuckerberg’s warning that artificial intelligence power is becoming too concentrated among a handful of frontier labs. And we examine the volatile memory-chip trade as SK Hynix reverse...

Carl Quintanilla, Jim Cramer and David Faber covered a lot of bases, engaged in spirited discussions about the AI trade and weighed in on the Fed ahead of its Wednesday decision on interest rates. The chip sector was under pressure once again after SK Hynix's earnings missed lofty expectations. The Dow tumbled after crude oil prices surged on new developments surrounding the U.S.-Iran conflict, in...

Cramer says this materials stock is too volatile to buy back. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market’s biggest headlines, analyst calls and holdings in the Charitable Trust – and see up close how they decide when, and if, to take action on stocks. Sign up here:  cnbc.com/morningtake CNBC Investing Club...

PulteGroup CEO Ryan Marshall joins to discuss his outlook for the housing market, the company's latest earnings and more. Then Atlanta Falcons CEO Greg Beadles discusses the team's turnaround strategy ahead of the 2026 season. Plus, Citi Research Global Head of Tech & Communications Heath Terry shares his take on the tech sector ahead of key earnings this week. Squawk on the Street Disclaimer Host...

Shares of Coca-Cola hit an all-time high on the back of results. CEO Henrique Braun sits down for his first interview since taking over the job, live from the company’s headquarters in Atlanta. Then the CEO of UPS on the back of results and the “glide down” of its business with Amazon. And the CEO of utility Southern Company, on the data center buildout and power demand. Squawk on the Street Discl...

Carl Quintanilla, Jim Cramer and David Faber led off the show with the extension of the chip sector sell-off as AI jitters sparked buying in other groups: The software sector among the tech winners, while the Dow received a boost from Coca-Cola — whose earnings beat sent the stock to a record high.  Speaking of Dow components, Boeing CEO Kelly Ortberg joined the program to discuss the company's Q2...

The Club bought shares of this tech giant and could buy more if the sell-off continues. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market’s biggest headlines, analyst calls and holdings in the Charitable Trust – and see up close how they decide when, and if, to take action on stocks. Sign up here:  cnbc.com/morni...

Niles Investment Management Founder Dan Niles joins with his expectations for big tech earnings this week. Then, Former Fed Economist Vincent Reinhart shares his outlook for rates ahead of the upcoming Fed meeting. Plus, we discuss the implications of AI's circular funding economy as OpenAI is in talks with Nvidia to help fund a data center project.   Squawk on the Street Disclaime r Hosted by Sim...

SEC Chair Paul Atkins joins Squawk on the Street to discuss the state of the IPO market, what’s driving the recent pickup in new listings, and the outlook for companies waiting to go public. Plus, D-Wave Quantum CEO Alan Baratz explains the company’s expanded partnership with AT&T and what it means for the commercialization of quantum computing. And Evercore’s Julian Emanuel breaks down what falli...

Carl Quintanilla, Jim Cramer and David Faber explored a big week for earnings — led by tech giants Microsoft, Amazon, Apple and Meta. Hear Cramer's eye-opening comments about Nvidia shares. The anchors also discussed stocks on the rise, fueled by the slide in oil prices after the U.S. and Iran halted strikes over the weekend. Also in focus: Nvidia reportedly in talks to provide a $250 billion back...

Rapidan Energy CEO Scott Modell shares his outlook for oil prices as tensions rise in the Middle East. Then, Taylor Morrison CEO Sheryl Palmer discusses the state of the housing market after new home sales came in higher than expected for June. Plus, we bring you the details of Lebron James signing with the 76ers.   Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm....

Markets search for stability after a tech-led selloff and a spike in oil prices, with renewed tariff fears adding another layer of uncertainty for investors. On today’s Squawk on the Street , we break down what’s driving sentiment and what it means for the broader market. Plus, Intel gives up an early post-earnings rally as investors reassess the chipmaker’s outlook. Then one top analyst explains...

Carl Quintanilla, Leslie Picker and Michael Santoli led off the show with market reaction to Intel's better-than-expected Q2 results — with the AI boom fueling the company's fastest revenue growth in almost 15 years. The anchors also explored why software stocks were in rally mode, while memory chip shares slumped. Crude oil prices and the U.S.-Iran conflict: WTI and Brent on pace for a third cons...

Cramer is watching this cloud giant after raising its capex forecast. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market’s biggest headlines, analyst calls and holdings in the Charitable Trust – and see up close how they decide when, and if, to take action on stocks. Sign up here:  cnbc.com/morningtake   CNBC Inve...