Squawk on the Street

Carl Quintanilla, David Faber, and Leslie Picker began the hour by breaking down the President’s new claim that he would impose a 100% tariff on imports of semiconductors and chips, but not for companies that are “building in the United States.” Separately, he also called out Intel and said the CEO should resign immediately after saying Lip-Bu Tan is “highly conflicted” following reports to his po...

Carl Quintanilla, Jim Cramer and David Faber discussed developments involving the White House and the tech sector: President Trump announced 100% percent tariffs on semiconductor imports, with exemptions for chipmakers who invest in the United States. Taiwan Semiconductor among the chip companies rallying on that news. Apple shares extended their gains one day after the president and Tim Cook met...

Cramer says this media giant is a buying opportunity. 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...

Carl Quintanilla, David Faber, and Leslie Picker discussed the latest on the earnings front: starting with AMD’s China concerns and the disappointing guide sending Super Micro shares slumping – along with the better-than-feared numbers boosting McDonalds shares with one analyst forecasting even more gains ahead. Plus: the President announcing an additional 25% tariff on goods from India as Apple a...

On a busy morning full of earnings news, Carl Quintanilla, Jim Cramer and David Faber led off the show with reaction to Disney's Q3 results and the deal its ESPN unit  struck with the NFL. In a “First on CNBC” interview, AMD CEO Lisa Su discussed the chipmaker's earnings, as well as where China, AI and data centers fit into the picture.  A White House official told CNBC that Apple has pledged a ne...

This materials brand is one of the most undervalued companies Cramer’s ever seen. 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...

Stocks taking a leg lower after new manufacturing data top of the hour:   David Faber, Leslie Picker, and Michael Santoli discussed the latest – along with key headlines out of President Trump’s wide-ranging interview on CNBC earlier this morning – with Goldman’s Chief U.S. Equity Strategist David Kostin, who argues margins can hold here despite tariff pressures… Plus: the playbook for two sectors...

David Faber and Jim Cramer engaged in wide-ranging discussion about President Donald Trump's Tuesday morning appearance on CNBC. The anchors reacted to  what he had to say about everything from trade to who might replace Jerome Powell as Fed Chair. JPMorgan Chase responded to Trump's accusation that big banks  discriminate against conservatives. Palantir -- this year's top performing stock on the...

Jim Cramer says this coffee giant’s stock has come down ‘way too much’. 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...

David Faber, Michael Santoli, and Leslie Picker kicked off the hour with new data and the market set-up ahead of what’s historically a hard month for the market… and stocks like Palantir and meme trade Opendoor surge. Longtime market vet and Evercore Founder & Vice Chair Roger Altman joined the team with his take – and the evidence he sees of an economic slowdown. Plus: listen to a can’t miss and...

David Faber and Jim Cramer led off the show with Tesla shares rising after the company awarded Elon Musk a massive multibillion dollar pay package consisting of 96 million restricted shares of stock. The anchors also reacted to President Trump's decision to fire the head of the Bureau of Labor Statistics after July employment data came in weaker than expected. Also in focus: What to make of stocks...

A tough morning after July Jobs data disappointed along with some HUGE revisions when it comes to prior months: Sara Eisen and David Faber broke down the latest – plus new data crossing top of the hour – alongside the market impact for stocks already seeing pressure following new tariff rates on over 60 U.S. trading partners from the Trump Administration. Goldman’s Chief Economist Jan Hatzius disc...

On a busy first trading day of August: David Faber and Jim Cramer discussed the markets in sell-off mode with lots of news in the spotlight: President Trump imposes  new tariffs on dozens of countries including Canada, the July jobs report comes in weaker than expected, Amazon shares slide despite a Q2 beat, but Apple is a  bright spot -- shares rise after strong iPhone sales helped fuel better-th...

Cramer breaks down strong earnings from two tech giants. 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...

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...