Squawk on the Street

Big Tech boosting the S&P to record highs:  Sara Eisen and David Faber broke down the latest on the data front (PCE, fresh Powell commentary on tariffs & inflation) with a special guest – Jim Cramer, joining the team ahead of a First On CNBC interview with the CEO of chip designer ARM as shares fall there on disappointing results. Plus: parsing through a deluge of earnings over the last 24 hours…...

David Faber and Jim Cramer covered all of the bases on the AI trade extending the record run for stocks. Microsoft posted a blowout quarter and joined Nvidia in the exclusive $4 trillion valuation club. Meta shares hit a fresh all-time high with an earnings beat of its own, as the company ramps up its AI investment strategy. Also in focus: The Fed's preferred inflation gauge shows an increase in c...

Stocks hovering around record highs ahead of a Fed decision and key report cards out of Big Tech:  Sara Eisen and David Faber broke down the latest on the data front (Q2 GDP, new payrolls data, and pending home sales at the top of the hour) along with some new commentary around prices and tariffs from consumer-facing earnings. RBC Tech analyst Brad Erickson broke down his bull case for Meta ahead...

David Faber and Jim Cramer kicked off a big show with Starbucks CEO Brian Niccol in a "First on CNBC" interview on the company's quarterly results and turnaround plan.  Palo Alto Networks CEO Nikesh Arora and CyberArk Software Founder and Executive Chairman Udi Mokady appeared on the program to discuss their companies' $25 billion merger deal. National Economic Council Director Kevin Hassett joine...

Jim Cramer and Jeff Marks discuss why The Club has trimmed holdings of this drugmaker. 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 collectio...

A huge morning of earnings and deal news:  Carl Quintanilla, Sara Eisen, and David Faber kicked off the hour with better-than-expected consumer data – along with a First On CNBC interview with the CEOs of Union Pacific and Norfolk Southern as they sign a new deal for the largest buyout EVER in the industry – and become the first coast-to-coast freight operator in the US…    On the earnings front:...

Carl Quintanilla, Jim Cramer and David Faber led off the show with a mega-deal to create a transcontinental railroad giant: Union Pacific to acquire Norfolk Southern for  $320 a share or $72 billion in cash and stock. Boeing CEO Kelly Ortberg joined the program along with Phil LeBeau after the company slashed losses and posted a Q2 beat.  Novo Nordisk shares plunge after the Wegovy maker cuts guid...

Cramer breaks down why the Club is buying this legacy tech company. 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 per...

Record highs on the S&P and Nasdaq after a new trade deal with the EU this weekend:   Carl Quintanilla, Leslie Picker, and David Faber got the latest from Stockholm as Treasury Secretary Bessent meets with his Chinese counterparts, and talked key carveouts in the EU deal… What one longtime market veteran (Ruchir Sharma) says the world got wrong about tariffs – and what AI mania has to do with it....

On another record-setting day for the S&P 500 and Nasdaq, Carl Quintanilla, Jim Cramer and David Faber discussed big stories on the trade front and what they could mean for investors: The U.S. and European Union agreed to a deal framework in which most EU goods would face a 15% U.S. tariff. On Monday,  Treasury Secretary Scott Bessent and a U.S. delegation arrived in Stockholm, Sweden for new trad...

The end of a huge week for earnings and record highs on the S&P: Carl Quintanilla, Sara Eisen, and David Faber reacted to breaking commentary from President Trump top of the hour, before getting Apollo Global Chief Economist Torsten Slok’s take… who’s warning of stagflation ahead tied to tariffs: arguing there’s “no free lunch”. Big Tech a key part of the recent rally – longtime investor Dan Niles...

Carl Quintanilla, Sara Eisen, and David Faber began the show with a look at another record close for the S&P and Nasdaq, following a busy week of earnings. The desk also discussed President Trump’s visit to the Federal Reserve, where he sparred with Powell over renovation costs, but backed off his firing threats. CNBC reporter Kristina Partsinevelos also joined the show to discuss a big drop for I...

More record highs on the S&P and Nasdaq: Carl Quintanilla, Sara Eisen, and David Faber broke down key takeaways from the morning’s biggest reports – and dove deep on what to do with Alphabet and Tesla shares following results from both names. Plus: hear from the CEO of CSX, as headlines fly around possible M&A in the space (along with his bullish take on their quarter) AND the CEO of IBM, who says...

Another busy day of earnings drove the top of the show, where Carl Quintanilla, David Faber, and Jim Cramer broke down the results out of Tesla and Alphabet. The two stocks moved in different directions after Alphabet posted a big beat, while Tesla missed on the top and bottom lines. The anchors also mentioned UnitedHealth after the company revealed it is facing a DOJ investigation over its Medica...

Cramer on the “biggest” trade deal and a new “meme problem”. 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 d...

One of the most important days of earnings season with reports this afternoon from Alphabet, Tesla, IBM, Chipotle, and more: Carl Quintanilla, Sara Eisen, and David Faber kicked off the hour with one Alphabet shareholder who says the company’s “intrinsic value” has fallen due to the rise of ChatGPT – and broke down his bull case for financial stocks like Capital One… Plus: the CEO of regional bank...

Carl Quintanilla, David Faber, and Jim Cramer began the show by breaking down the latest trade deal between U.S. and Japan. President Trump announced the ‘massive’ trade deal on Truth Social, saying that the agreement includes “reciprocal” tariffs of 15% on the country’s exports to the U.S., with auto duties reportedly being lowered to that level as well. Faber later broke down some reporting on O...

Cramer and Jeff discuss investors buying “cold” stocks, healthcare performance, and trade deals. 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...

Earnings season officially kicking into high gear: Sara Eisen, Carl Quintanilla, and David Faber kicked things off with a breakdown of where things stand on the tariffs front – and how  companies are navigating the impact across the autos, the homebuilders, and the defense complex. Key names? General Motors, D.R. Horton & Pulte, along with Northrop, Lockheed Martin, and RTX. Coca-Cola a laggard fo...

David Faber rejoined Carl Quintanilla and Jim Cramer at Post 9 at the NYSE for today’s show to help breakdown another busy day of earnings. One of the biggest movers included General Motors, which moved lower despite topping earnings estimates. CEO Mary Barra said in a letter to shareholders that the automaker is working to ‘greatly reduce’ its tariff exposure. The desk also watched shares of Kohl...

Another morning of record highs on the S&P and NASDAQ ahead of a make-or-break week for stocks:  Sara Eisen and Carl Quintanilla started the hour with a look at the major earnings coming this week (Alphabet, Tesla, Intel, and more), and what we’ve heard from key companies so far. Barclays Head of U.S. Equity Strategy arguing this will be the first quarter to show the impact of tariffs – but the he...

Carl Quintanilla and Jim Cramer started the hour with a look at the busy earnings season ahead. Verizon kicked off the party with a beat and raised guidance, which sent shares of the company higher in early trading. The anchors also turned to a WSJ report that said Sec. Bessent laid out the case against firing Fed Chair Powell to the president. Trump later took to Truth Social to refute the story...

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...

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 5...

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   CNBC Investing Club Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection a...