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CNBC’s “Squawk on the Street” with Carl Quintanilla, Jim Cramer and David Faber is broadcast from the floor of the New York Stock Exchange, on site at the opening bell with the up-to-the-minute news investors need to know and interviews with the most influential Chief Executive Officers and greatest market minds.
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Sara Eisen and David Faber began the hour with a look at some defining economic charts of the year before breaking down the bull case for stocks with one longtime market veteran. Plus: Meta making a deeper push into AI agents with a new acquisition reportedly worth billions... hear key analysis from D.A. Davidson's Head of Internet Research - and the latest on Softbank fully funding its $40B commitment to OpenAI. Also in focus: Guggenheim's top retail picks for the new year - including some names you might not expect... Key details from fresh housing data just crossing... and a deep-dive on a new AI start-up hitting the restaurant scene. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
David Faber and Sara Eisen discussed precious metals rebounding from Monday's sell-off — which resulted in the worst day for silver in almost five years. AI in the spotlight: Sources told David that SoftBank has completed its $40 billion investment commitment to OpenAI. Meta has agreed to acquire Singapore-based AI startup Manus. The anchors reacted to President Trump's harsh words for Fed Chair Powell. 2026 outlook: Semiconductors and the AI trade, commercial real estate, media and the battle for Warner Bros. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Sara Eisen, and David Faber began the hour with a look at the precious metals rally - and why it's tied to the debasement trade - before discussing the broader market outlook with Trivariate's Adam Parker. Plus: is it time to go from hardware to software? Hear one veteran tech investor's take on why 2026 will see "mindblowing" advancements in the latter sector - and what it means for stocks... and former DOJ antitrust watchdog Jonathan Kanter's opinion on whether Nvidia's GROQ deal is a new way for companies to avoid scrutiny from regulators. Also in focus: a high stakes meeting today between the President and Israeli Prime Minister Benjamin Netanyahu - the team discussed the latest and what's at stake with former Council on Foreign Relations head Richard Haass. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
David Faber and Sara Eisen kicked off the final trading week of 2025 with the precious metals rally taking a breather after silver topped $80 an ounce for the first time. Stocks also pulled back after the S&P 500 hit an all-time intraday high on Friday. Former Federal Reserve economist Claudia Sahm offered her 2026 outlook for the economy, inflation and the Fed. The anchors reacted to Lululemon founder Chip Wilson's decision to launch a proxy fight in an effort to shake up the company's board. Also in focus: Softbank ramps up its AI strategy with a $4 billion deal, the "Magnificent 7" gap that could widen in the new year, riding the financials rally into 2026.Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
The second hour of CNBC’s "Squawk on the Street" with Carl Quintanilla and Sara Eisen is broadcast each weekday from the floor of the New York Stock Exchange, with the up-to-the-minute news investors need to know and interviews with the most influential CEOs and greatest market minds.Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Brian Sullivan, Morgan Brennan and Dominic Chu discussed fresh record highs for the S&P 500, sparking investor hopes for a "Santa Claus rally." Gold, silver and platinum also hit new all-time highs. David Faber outlined details of the story he broke shortly after the close of trading on Christmas Eve: Nvidia agreed to acquire assets from chip design startup Groq for $20 billion. Elon Musk's Tesla and SpaceX in the spotlight -- a former Tesla board member shares his 2026 expectations for both companies. Also in focus: The stocks that have more than doubled and tripled returns this year, defense sector strength, the outlook for Lululemon and Nike shares after a rough 2025, Strategy goes defensive on bitcoin, tech's Christmas winners.Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Wharton School Professor Jeremy Siegel reacts to this morning’s jobless claims number, plus lays out some under the radar risk to the market. Then Crypto’s latest lobbying effort isn’t such a new idea. A look at the industry’s push into hospitality. And a multi-billion-dollar deal in pharma. The outlook for M&A and some names to watch. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
On the final trading day before Christmas, Carl Quintanilla and Melissa Lee explored Wall Street hopes for a "Santa Claus rally" one day after the S&P 500 hit a new record high. Oakmark Funds' Bill Nygren shared his outlook for the markets, as well as his take on the battle for Warner Bros. Discovery. Harris Oakmark is WBD's fifth-largest shareholder. Retail veteran Jan Kniffen offered his perspective on stores and the consumer as the holiday shopping season hits the homestretch. Also in focus: Nike shares rise thanks to Apple CEO Tim Cook, the Nvidia connection to Intel shares falling, the financial sector's rally to all-time highs, President Trump expects rate cuts from a new Fed chair, gold's record run, what crypto and a dive bar have in common.Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Cramer says this semiconductor giant ‘should not be down.’ 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 advertising.
The FDA approving the first GLP-1 pill for obesity from Wegovy maker Novo Nordisk. CNBC speaking with the CEO about expanding access and how the pill will increase the company’s competitive edge. Then, former U.K. Treasury Minister Jim O’Neill. His outlook for global markets. And President Trump saying “aggressive housing reform” is coming next year. UBS helps look at possible policy changes and the impact to stocks in the sector. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Carl Quintanilla and Jim Cramer led off show with the weight loss drug wars: Shares of Novo Nordisk shares surged after the FDA approved the company's Wegovy pill — making it the first oral GLP-1 cleared by regulators for treatment of obesity. ServiceNow CEO Bill McDermott joined the program to discuss his company's deal to acquire cybersecurity startup Armis for $7.75 billion in cash. Hear what McDermott had to say about this year's slump in shares of ServiceNow and other software stocks. Also in focus: Q3 GDP shows 4.3% growth, the AI trade, countdown to Christmas and new data on holiday spending, Tesla gets a big price target boost on Wall Street, the stock that's getting a lift from President Trump's battleship announcement. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Cramer says he doesn’t want to ‘chase’ this software giant. 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 advertising.
A new report says Nvidia could start shipping its H200 chip to China as soon as February, but some major roadblocks remain. Then a top wall street analyst says there is an under-the-radar indicator when it comes to determining what retailers will outperform. Plus, companies prepare for a slew of new State AI laws set to go into effect on January 1st.Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Carl Quintanilla and Jim Cramer kicked off the holiday-shortened trading week with breaking news from Jim: Nelson Peltz's Trian Partners and General Catalyst to take asset manager Janus Henderson private in an all-cash deal valued at $7.4 billion. David Faber broke down new developments in the battle for Warner Bros. Discovery: Paramount Skydance has amended its $30/share all-cash offer for the company — in response to WBD's concerns about the bid. Nvidia joins the tech rally on a report stating the company aims to start shipping its H200 chips to China by mid-February. Also in focus: Micron's red-hot runup, holiday shopping home stretch, President Trump's $2,000 tariff checks push. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Stocks rose in early trading with AI-exposed names like Nvidia and Oracle getting a lift. Meera Pandit from J.P. Morgan Asset Management joins with her market take following new consumer sentiment and housing data. Apollo’s Torsten Slok talks about new headlines around the search for the next Fed chair, and new doubts around this week’s surprise inflation data. Plus, why one analyst says to buy the Nike dip, and The Wall Street Journal’s Joanna Stern talks about an AI experiment in her newsroom that devolved into chaos.Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Cramer warns he doesn’t know enough to buy this semiconductor darling despite its cheap valuation. 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 advertising.
Carl Quintanilla, Jim Cramer and David Faber explored what to make of an earnings doubleheader: Nike shares tumbled as weak sales in China overshadowed a Q2 beat and strength in North America. What is the status of the company's turnaround plan? Shares of FedEx also down despite better-than-expected quarterly results. The anchors also discussed OpenAI reportedly kicking off a new fundraising round that could value the maker of ChatGPT by as much as $830 billion. Also in focus: Oracle shares in rally mode, Carnival surges on earnings, Fed governor Waller in the mix as President Trump narrows his search for a new Fed chair, what's triggering Bank of America's sell signal.Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Cramer says this legacy tech company is a very strong stock at today’s levels. 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/morningtakeCNBC Investing Club Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Stocks got a lift in early trading after a cooler-than-expected inflation print, though some on the street questioned certain parts of the data. Mona Mahajan from Edward Jones talks about how the data plays into her market thesis. Meantime Micron shares spiked on results, giving a lift to the whole AI trade. Susquehanna’s Mehdi Hosseini joins after raising his price target on the stock. Plus – Elliott Management takes a stake in Lululemon, Chipotle doubles down on meat, and Accenture’s CEO talks AI demand. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Carl Quintanilla, Jim Cramer and David Faber discussed stocks rallying on the October and November CPI report. The inflation data — which had been delayed due to the government shutdown — came in tamer than expected. Micron shares surged and lifted the AI trade on the memory chipmaker's stronger-than-expect Q1 results and guidance. The anchors reacted to a report which says OpenAI discussed raising tens of billions of dollars at about a $750 billion valuation. Trump Media and Technology Group shares soared on news of its $6 billion deal to merge with fusion power company TAE Technologies. Also in focus: President Trump's primetime message on the Fed, Lululemon and activism, Cramer sounds off about "a sham." Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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biased CNBC won't say it's an "illegal alien." Don't worry, if you get killed, CNBC won't offend your killer.
why does Cramer keep mentioning Communism. Is a Commie?
more like, "2 of the most fake" people in the world (regarding Cramer's comment on Hoda and whoever)
Spoiler warning... If you DVRed the NBA finals and wanted to watch it tonight. They'll spoil it near the end.
Goodness gracious ...So much better without Jim Cramer on .. He is such a snotty host. Gives us. o real good information .. Just opinions that are ALL WRONG ...ALL the time ..Please drop him off the show.
Agree, David did a great job on jeopardy.
screw masks
screw the masks live free or die!!!!
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This program is just fanning the fire . Just get the virus and be done with it. We are American s you all act like a bunch of frieghten childern. Tell me who among us was promised at birth a life with no misery.
Great show but too much talk about global warming bull and Trump B.S. just talk more about the markets .
I totally agree with David. It's the S&P 500 not the Dow, Buttigieg. Best line of the day and great deadpan delivery. Hahaha!
Finally!! Thank you for getting this on the podcast format! Jim and Faber's chemistry is unparalleled!