Squawk on the Street

Cramer calls this tech giant a ‘juggernaut'. 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.

A Fed rate decision just hours away: Get ready with David Faber and Sara Eisen this hour, along with former Fed economist & creator of the "Sahm" rule Claudia Sahm. To kick things off: the team looked at where things stand on consumer rates - and current FOMC members - before jumping into the market impact. Housing also a key focus as the rate on a 30-year mortgage hits multi-year lows... Walker & Dunlop Chairman Willy Walker came to Post 9 with his read on what could come next.  Also in focus: a series of individual stock stories on the day.... Hear from the CEO of Lyft, as shares surge double digits on a new Waymo partnership. Plus: a wide-ranging discussion with former SEC Chair Gary Gensler - spanning crypto to the President's new push to end quarterly results. 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 Jim Cramer started the hour with a preview of the Fed's decision in the afternoon, where the group is expected to cut rates for the first time this year. The desk also shifted to Nvidia and an FT report that China is banning its tech companies from buying Nvidia's AI chips. After the opening bells, the CEO of StubHub joined the show to discuss the company's public debut.  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.

Another FOMC meeting kicking off today:Carl Quintanilla, Sara Eisen, and David Faber broke down a slew of new data points from consumer retail sales to new homebuilder sentiment crossing top of the hour. Charles Schwab's Chief Investment Strategist Liz Ann Sonders joined the team with her expectations - while one banks analyst broke down his top picks in the space as the big banks hit new highs. Plus: CNBC's out with our latest Fed Survey - what investors need to know this hour.  Also in focus: a potential U.S.-China Tiktok deal... Hear David Faber's exclusive reporting, and what Oracle has to do with it - along with more details on what's driving declines in shares of Warner Brothers Discovery. Plus: Eli Lilly revealing the first of 4 new manufacturing sites here in the U.S. during the hour - and CEO David Ricks talked to CNBC about the move. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, Sara Eisen, and David Faber began the show with a look at the big Fed meeting on deck, a day after an appeals court ruled that President Trump cannot fire Federal Reserve Governor Lisa Cook before the FOMC Meeting. David Faber also had a new Faber report on TikTok, saying that the framework agreement for the social media platform will include new investors as well as existing investors in the platform's Chinese parent company ByteDance. Later in the hour, CNBC's Phil LeBeau brought an exclusive interview with the CEO of Rivian on the company's new $5B EV assembly plant in Georgia. 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 tech giant's value relative to price is ‘very high'. 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.

S&P and Nasdaq kicking off a big week with more record highs:  Carl Quintanilla, Sara Eisen, and David Faber broke down the latest as big tech names from Apple to Tesla lead the charge in early trading. Google reaching a $3T market cap for the first time ever - while Tesla gains on new share purchases from CEO Musk, and investors get bullish on demand for Apple's newest iPhones. Veteran tech investor Dan Niles - and Truist Wealth Chief Investment Officer Keith Lerner - joined the team with their takes on all the action.   Plus: vaccine stocks in focus ahead of a key CDC meeting this week - former FDA Commissioner Scott Gottlieb gave his predictions for regulation ahead.    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 the latest trade news following U.S. and Chinese officials convening in Europe over the weekend. Trump said the meeting between U.S. and China has gone “very well” and hinted that a TikTok deal might also be close. The desk also debated President Trump's post on Truth Social that companies and corporations should “no longer be ‘forced' to report on a quarterly basis.” After the bells, the anchors broke down the big rally for Tesla after Elon Musk revealed he purchased around $1 billion worth of Tesla shares on Friday. 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.

Another day of record highs on the NASDAQ:  Carl Quintanilla, Sara Eisen, and David Faber broke down fresh consumer data top of the hour before Wharton Professor Jeremy Siegel joined the team with his take on why the Fed NEEDS to cut rates - in a big way, and soon. Plus: a read from the ground on trade with the CEO of logistics giant Flexport... and more on the blockbuster IPOs of the day - from crypto exchange Gemini to Via Transportation, whose CEO joined the team at Post 9 ahead of the first trade.   Also in focus: huge moves higher for certain names... Hear David Faber's exclusive reporting on a possible Paramount-Skydance/Warner Brothers Discovery deal - as shares of both name pop higher... And don't miss a deep-dive on the future of Opendoor with new Chairman Keith Rabois, who argues the company's value is potentially "infinite" with shares up +1,000% on the year.Squawk on the Street Disclaimer

The opening hour of CNBC's "Squawk on the Street" with Carl Quintanilla, Jim Cramer and David Faber is broadcast each weekday 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 CEOs and greatest market minds.Squawk on the Street Disclaimer

Cramer says this retail stock has tremendous upside. 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

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

On a record-setting day for the S&P 500, Carl Quintanilla, Jim Cramer and David Faber discussed market reaction to key economic data: August CPI rose year-on-year while weekly jobless claims jumped to levels not seen in four years. AI in the spotlight one day after shares of Oracle soared 36%, adding $224 billion to its market cap and making founder Larry Ellison $100 billion wealthier. On a somber day for the United States, the anchors remembered the September 11 attacks which occurred 24 years ago. Also in focus: Day two for Klarna after its shares rose 15% in its public debut, a downgrade for Apple, one CEO's take on a "terrible consumer experience," Jim previews his visit to Corning's Kentucky plant that makes glass for Apple devices, the manhunt for the shooter who killed political activist Charlie Kirk.Squawk on the Street Disclaimer

Cramer says this digital infrastructure stock is poised for a big move. 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

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

Carl Quintanilla, Jim Cramer and David Faber delved into a big stock story boosting the AI Trade: Shares of Oracle soared more than 35% after it issued a cloud revenue forecast exceeding $500 billion. Oracle surpassed a $900 billion valuation — putting company founder Larry Ellison in a battle with Elon Musk for the title of world's wealthiest person. The anchors and their "Squawk Box" counterparts took a trip down memory lane in celebration of that show's 30th anniversary. In a "First on CNBC" interview, Robinhood CEO Vlad Tenev joined the program from his company's "HOOD Summit" in Las Vegas. Also in focus: A surprise decline in August PPI, Klarna gears up for its Wall Street debut after pricing its IPO above the expected range. Squawk on the Street Disclaimer 

Cramer says this commodity's weakness makes this company a buy. 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

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 

Carl Quintanilla, Jim Cramer and David Faber explored what to expect from Apple's product launch event on Tuesday. The company is expected to unveil its new iPhone 17 lineup. Where does AI fit into the picture? M&A also in the spotlight: Shares of Nebius soar after the Dutch company struck a multibillion-dollar AI Infrastructure deal with Microsoft.Anglo American and Teck Resources agree to merge and create a $53 billion copper mining giant. "Squawk Box" celebrates its 30th anniversary by ringing the Nasdaq opening bell. Don't miss the flashback montage featuring David, Jim and Carl. Also in focus: What Starbucks CEO Brian Niccol told CNBC about his turnaround plan one year after taking the top job. Squawk on the Street Disclaimer

Cramer breaks down the AI chip race between two Club holdings. 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

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

Carl Quintanilla, Jim Cramer and David Faber explored the White House's efforts to influence the Fed. The anchors reacted to an op-ed in The Wall Street Journal co-written by Citadel CEO Ken Griffin about "Trump's Risky Game With the Fed." Treasury Secretary Scott Bessent's comments onNBC's "Meet the Press" about tariffs also were included in the discussion. Also in focus: A four-week losing streak for Nvidia shares, EchoStar shares soar on a $17 billion deal to sell certain spectrum licenses to Elon Musk's SpaceX, AppLovin and Robinhood to join the S&P 500, Howard Stern/SiriusXM hoax Squawk on the Street Disclaimer

Markets taking a leg lower after this morning's August Jobs Report: Sara Eisen and Carl Quintanilla broke down the numbers and key takeaways with JPMorgan's Chief Strategist David Kelly – before discussing what it means for the Fed with Goldman Sachs Chief Economist Jan Hatzius. Meanwhile, Lululemon the stock story of the day… Slumping double-digits after weak guidance and earnings: CEO Calvin McDonald joined the team in a CNBC exclusive to talk the road ahead, and what went wrong this quarter.  Also in focus: Is a 1 *trillion* dollar pay package in play for Tesla CEO Elon Musk? Details on the unprecedented proposal this hour – alongside analysis on the big AI trades of the day, spanning Broadcom to Samsara.  Squawk on the Street Disclaimer

Ahead of this month's Fed decision on interest rates, Carl Quintanilla and Jim Cramer led off the show by exploring the weaker-than-expected August jobs report. National Economic Council Director Kevin Hassett joined the program with White House reaction to the numbers. The anchors also asked Hassett about President Trump's Thursday night meeting with tech CEOs and the president's efforts to oust Fed Governor Lisa Cook. Tesla proposes a pay package for Elon Musk that could become worth $1 trillion over the next decade. Also in focus: Fresh record highs for stocks, Broadcom surges, Lululemon tumbles, Cramer on finding value in this market. Squawk on the Street Disclaimer

A big morning in Washington with 2 blockbuster hearings kicking off this hour: Stephen Miran in the hot seat before the Senate Banking Committee for his confirmation hearing to be Federal Reserve Governor, while Health Secretary Robert F. Kennedy Jr. took questions from the Senate Finance Committee on the President's 2026 health agenda… Carl Quintanilla and Sara Eisen broke down the latest headlines as they happened along with the key data of the morning (Jobless claims/ADP) and biggest earnings movers (namely Salesforce).  Also in focus: the view from C-Suite from retail and energy… Hear how the consumer's holding up with the CEO of Best Buy, along with what's next in the energy patch according to the CEO of Baker Hughes. Squawk on the Street Disclaimer

Carl Quintanilla and Jim Cramer led off the show with a look ahead to President Trump hosting dozens of tech CEOs Thursday at the renovated White House Rose Garden. Mark Zuckerberg and Tim Cook among those slated to attend the event, but notably absent form the list -- Elon Musk. Salesforce shares down sharply despite a Q2 earnings beat as current quarter guidance disappointed Wall Street. Also in focus: American Eagle Outfitters soars as the Sydney Sweeney ad boosts sales, Figma tumbles on its first quarterly results since going public, Gap's expansion into beauty products, HHS Sec. Robert F. Kennedy Jr. in the Capitol Hill hot seat, what housing regulator Bill Pulte told CNBC about Fed Governor Lisa Cook, CNBC's Official NFL Teams Valuation list for 2025 as the league gets ready to kick off a new season Thursday night.Squawk on the Street Disclaimer

Global yields spiking overnight as investors work through fresh JOLTS data and tariff developments: Carl Quintanilla and Sara Eisen broke down the latest moves alongside fresh Fed commentary and economic data top of the hour. Counselor to the Treasury Secretary, Joe Lavorgna joined the team to discuss it all – arguing the economy remains strong here – in addition to Jefferies Chief Market Strategist, and potential Fed contender David Zervos later on. Also in focus: what to do with Google shares after their big antitrust trial win… Why Evercore calls this a “clearing event” for the stock – and says you should buy the stock here.  Plus: hear Pfizer's official response to recent claims around their COVID vaccines… And a recap of August auto sales numbers – along with more on what could come next. 

Carl Quintanilla and Jim Cramer engaged a wide-ranging discussion about market reaction to the Google antitrust case: Shares of Alphabet surged after a federal judge ruled that Google does not have to divest its Chrome browser or Android operating system. Apple shares also jumped sharply after the judge said Google can continue to make payments to the iPhone maker for default browser placement. Also in focus: The global bond sell-off, Cook vs. Trump and what Fed Governor Waller told CNBC about Fed independence, Macy's shares soar as part of Wednesday's earnings parade, Ford monthly auto sales rise, gold's record run, Salesforce earnings preview. Squawk on the Street Disclaimer

Cramer explains why investors should sell this stock ‘at their own peril'.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

First trading day of September and stocks taking a leg lower: Carl Quintanilla and Sara Eisen broke down the market set-up – along with fresh data and commentary around the consumer and prices paid top of the hour. Bespoke Invest Co-Founder Paul Hickey pointing out what he calls a bullish environment, while former Fed Vice Chair Alan Blinder gave his predictions for a make-or-break Jobs Report this Friday – and what could result from Fed Gov. Lisa Cook's ongoing DC trial. Plus: get key analysis and more on what to do with stocks in 2 volatile sectors – energy and healthcare, as headlines roll-out of Washington from both industries.   Also in focus: Kraft Heinz and Pepsico. Hear what Warren Buffett had to say about news Kraft Heinz plans to split the company – and why he's “disappointed” – along with Pepsico's response to a new activist investor in the name.  Squawk on the Street Disclaimer

Carl Quintanilla and Jim Cramer explored where investors should put their money in September, a traditionally rough month for stocks. Jim discussed value names worthy of your attention. Consumer brands in the spotlight: Kraft Heinz to split into two publicly traded companies, PepsiCo shares jump on a report that activist investor Elliott Management has taken a $4 billion stake in the food and beverage giant, McDonald's brings back "Extra Value Meals," shares of Constellation Brands slide on lowered earnings guidance. Also in focus: President Trump's legal setback on tariffs, the China summit with President Xi, Russian President Putin and Indian Prime Minister Modi. Squawk on the Street Disclaimer

This hour: Fed Governor Lisa Cook's case heads to court.  A hearing to temporarily block President Trump from removing her from office kicking off at the top of the hour – Carl Quintanilla, David Faber, and Contessa Brewer got the latest from outside the courtroom, along with analysis on what could come next with a former general counsel for the Fed – now Georgetown law professor. Also top of 10: disappointing consumer sentiment data… The team broke down the numbers with Northern Trust Asset Management's top strategist - and Moody's Mark Zandi. Plus: the view from the C-suite… Affirm CEO Max Levchin joined the broadcast to break down the numbers and how the consumer is holding up – along with the Chairman and CEO of Celsius, later on… Talking Pepsi's decision to raise their stake in the name and what it means for strategy.   

Carl Quintanilla, David Faber and Robert Frank led off the show with a preview of Friday's federal court hearing in the case of Fed governor Lisa Cook, who is suing to block President Trump's efforts to fire her. Former White House attorney Ty Cobb weighed in on the situation. The anchors explored market reaction to the Fed's preferred inflation gauge: July PCE in line amid expectations for a Fed rate cut in September. Also in focus: S&P above 6500, Bulls rule in August, Alibaba vs. Nvidia, Dell slides, Affirm soars, Robert's look at the biggest  insider sellers and a preview of his "Inside Alts" newsletter set to launch September 2. Squawk on the Street Disclaimer

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

Cramer breaks down this chip giant's earnings. 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

Carl Quintanilla, Jim Cramer and David Faber engaged in a wide-ranging conversation about Nvidia and what's next for the stock and the AI trade. The world's most valuable company posted a Q2 earnings beat, but the stock fell in reaction to lighter-than-expected data center revenue growth -- and a Q3 outlook that did not include H20 chip shipments to China. The anchors also discussed the lawsuit Fed governor Lisa Cook filed against the Trump Administration, contesting the president's move to fire her. Also in focus: The retail earnings parade led by Dollar General and Best Buy, Snowflake soars, upheaval at the CDC. Squawk on the Street Disclaimer

Cramer explains why he likes this stock despite its weakness. 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

Carl Quintanilla, Mike Santoli and David Faber interviewed Sen. Elizabeth Warren at the top of the show, discussing President Trump's firing of Fed Governor Lisa Cook, as well as her thoughts on the government's 10% stake in Intel. The anchors also discussed the potential overblown fears of the slowdown for software after shares of MongoDB shares surged more than 30% on their earnings print. Also in the mix: CNBC's Diana Olick discussed her new piece on how mortgage fraud might be less widespread than people think.

Carl Quintanilla, Jim Cramer and David Faber led off the show with what to expect from Nvidia when the world's most valuable company releases its quarterly results after Wednesday's close of trading. According to CNBC sources, Fed governor Lisa Cook could file a lawsuit to overturn her firing by President Trump as soon as today in federal court. Also in focus: MongoDB and Kohl's among the stocks soaring on earnings news, shares of EchoStar double after its $23 billion spectrum deal with AT&T this week, President Trump hits India with 50% tariffs, NFL star Travis Kelce launches his new American Eagle Outfitters clothing line after his engagement to Taylor Swift.  Squawk on the Street Disclaimer

Cramer says this pharmaceutical giant's stock can climb. 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

President Trump saying he's firing Fed Governor Lisa Cook; Lisa Cook firing back that he doesn't have the authority – and she's not stepping down. Carl Quintanilla, David Faber, and Michael Santoli broke down the latest developments in the story, before talking potential fallout with Jefferies Strategist and Fed Chair contender David Zervos. Plus: the outlook for stocks amid the volatility – and better-than-expected consumer confidence data… Nuveen's Chief Investment Officer joined the team with her take on the action.  Also in focus: a number of market movers in early trading… Interactive Brokers shares gaining on news it's joining the S&P 500: Chairman & Founder Thomas Peterffy discussed where he sees growth ahead in the business – and broader markets. Eli Lilly also in the green on new obesity pill data: hear more on how to play shares with an analyst forecasting big gains ahead. Plus: a deep-dive on how AI is impacting a big part of the finance industry – excel spreadsheets. Squawk on the Street Disclaimer

Carl Quintanilla, Jim Cramer and David Faber engaged in a wide-ranging discussion about the White House taking its attacks on the Fed to an unprecedented level. President Trump said he fired Fed Governor Lisa Cook amid mortgage fraud allegations, but Cook responded by saying Trump has no authority to remove her and that she is not resigning. What might it all mean for Fed independence and the markets? Also in focus: What Commerce Secretary Lutnick told CNBC about the U.S. government potentially taking stakes in defense contractors, EchoStar soars on its $23 billion spectrum deal with AT&T, Eli Lilly obesity pill trial results, Nvidia earnings one day away.Squawk on the Street Disclaimer