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 openi...
Jim and Jeff discuss the positive outlook for this cybersecurity stock. They also discuss why they sold this life sciences stock. 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
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3:33
SOTS 2nd Hour: Big Tech on Deck, RFK Jr. Confirmation Hearing, and Fed Expectations 1/29/25
Carl Quintanilla, Sara Eisen, and David Faber discussed the latest for stocks on a busy day for earnings (with Meta, Microsoft *and* Tesla after the bell), plus another Fed decision on deck. Within the hour: Goldman’s Head of Corporate Credit broke down why he’s ‘bond bullish’, the team talked what to expect out of Tesla with one analyst forecasting growth ahead (plus the key figures to watch for Meta and Microsoft), and debated key commentary out of T-Mobile and Starbucks driving both names higher. Plus, another downgrade for Apple, this time out of Oppenheimer – the analyst behind that call joined the broadcast to tell us why. Also in focus: Robert F. Kennedy Jr’s confirmation hearing on Capitol Hill; Trump’s Funding Freeze confusion; and why markets expect a pause from the Fed today.
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44:45
Starbucks and T-Mobile CEOs, Chips Extend Rebound from Post-AI Sell-Off, Apple Downgraded Again 1/29/25
Carl Quintanilla, Jim Cramer and David Faber led a busy show featuring a CEO Doubleheader: Starbucks' Brian Niccol on the coffee chain's Q4 beat and turnaround plan, followed by T-Mobile US' Mike Sievert on the company's stronger-than-expected quarterly results and upbeat subscriber growth forecast. The chip sector builds on its rebound from Monday's AI-fueled sell-off, without help from Nvidia. Also in focus:Oppenheimer joins the Apple Downgrade parade, what to expect from after-the-bell "Mag 7" earnings and the first Fed rate decision of 2025. Squawk on the Street Disclaimer
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42:56
SOTS 2nd Hour: State of the AI Arms Race, CNBC Fed Survey, Trump’s Tariff Plans 1/28/25
After a historical sell-off, Carl Quintanilla, Leslie Picker, and David Faber broke down the latest for stocks with fresh consumer data at the top of the hour. A slew of earnings movers - from General Motors to Royal Caribbean to Lockheed and more – helping drive markets alongside hangover from yesterday’s big moves, with AI names like Nvidia trying to recoup small gains. Senior Markets Commentator Michael Santoli calling the volatility – and sell-off – a healthy response, find out why to start the hour. Plus: more on the future of AI – from what Trump’s tariffs could mean for chip stocks, how private markets are handling this DeepSeek news, why one NYU Professor is calling OpenAI the “WeWork of AI” – and a look at the staggering wealth tech billionaires lost in yesterday’s AI carnage. Also in focus: details on Elon Musk’s new deal with Visa for “X Money Accounts”; Chevron and GE Vernova’s new partnership to power AI data centers; what investors should know about the Smithfield IPO today; results from CNBC’s latest Fed SurveySquawk on the Street Disclaimer
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41:44
Cramer's Morning Take: Winners of DeepSeek Panic 1/28/25
Jim and Jeff discuss the impact of DeepSeek on tech stocks. 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
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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