Podcast appearances and mentions of David Faber

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Best podcasts about David Faber

Latest podcast episodes about David Faber

Squawk on the Street
Tariff Jitters Hit Stocks, Dimon on Market "Complacency," Nvidia Leads Tech's Big Week 7/11/25

Squawk on the Street

Play Episode Listen Later Jul 11, 2025 42:51


Carl Quintanilla, Jim Cramer and David Faber explored stocks pulling back from record highs after President Trump threatened to impose 35% tariffs on Canadian goods beginning August 1. The anchors also reacted to comments by JPMorgan Chase CEO Jamie Dimon: He warns of "complacency" in the markets. Also in focus: Wrapping up a big week for tech including Nvidia's $4 trillion milestone, OMB director slams  Fed Chair Powell, the stocks riding the dealmaking rally, Levi Strauss jumps on earnings, countdown to Jim's CNBC Investing Club Annual Meeting. Squawk on the Street Disclaimer

Squawk on the Street
SOTS 2nd Hour: New Canadian Tariffs, AI's Impact to Hollywood, Buzzkill for Coffee Drinkers? 07/11/25

Squawk on the Street

Play Episode Listen Later Jul 11, 2025 42:34


Carl Quintanilla, Contessa Brewer, and David Faber started the show with a look at stocks retreating from record highs, after President Trump announced a 35% tariff on Canada and threatened higher tariffs across the board. The anchors later brought on CNBC's Julia Boorstin from Sun Valley, Idaho to discuss what the country's biggest names in media and tech are saying about the impact of AI to the entertainment industry. Also in the mix; the desk discussed the fallout for Starbucks and Dutch Bros. following the 50% tariff threat to Brazil, America's largest trade partner for coffee imports. 

Squawk on the Street
Tariffs and Record Highs, Nvidia $4T and Beyond, Interview with NFL Commissioner Goodell 7/10/25

Squawk on the Street

Play Episode Listen Later Jul 10, 2025 44:01


Carl Quintanilla, Jim Cramer and David Faber led off the show with market reaction to trade news, including President Trump announcing 50% tariffs on copper and Brazilian goods. Tech also in the spotlight: Nasdaq hits a fresh record high one day after Nvidia briefly surpassed $4 trillion in valuation. Hear what Jim said about Nvidia stock back in 2011.  NFL Commissioner Roger Goodell joined the program from the Allen & Company Conference in Sun Valley, Idaho to discuss the league's streaming strategy. Also in focus: The government deal that sent one stock skyrocketing more than 60%, Delta surges on earnings, WK Kellogg soars after it agreed to be acquired by Nutella maker Ferrero. Squawk on the Street Disclaimer

Squawk on the Street
SOTS 2nd Hour: Delta Flies High, Shark Tank's Daymond John, Exclusive: MP Materials CEO 7/10/25

Squawk on the Street

Play Episode Listen Later Jul 10, 2025 43:24


Carl Quintanilla, Leslie Picker, and David Faber broke down the market action at the top of the hour as the Nasdaq notched another new all-time high. One of the day's biggest movers included Delta Air Lines, which soared on its latest earnings beat. Other names in the space like United and American rallied on their report as well. Shark Tank host Daymond John later joined the show to discuss the impact of tariffs to small businesses and retailers. Also in the mix; CNBC's Morgan Brennan spoke with the CEO of MP Materials on their latest contract with the Pentagon that sent shares of the stock surging. Squawk on the Street Disclaimer 

Squawk on the Street
Jobs Report Sends Stocks to Record Highs, Trump "One Big Beautiful Bill" Vote, Chip Designers and China 7/3/25

Squawk on the Street

Play Episode Listen Later Jul 3, 2025 43:34


David Faber and Jim Cramer wrapped up a holiday-shortened trading week with reaction to the stronger-than-expected June jobs report that propelled the S&P 500 and Nasdaq to new all-time highs. President Trump's "One Big Beautiful Bill" set up for a final passage vote in the House of Representatives. The anchors discussed what the legislation could mean for investors. Also in focus: Three stocks at the center of the U.S. decision to lift export restrictions on chip design software to China, OpenAI reportedly agrees to a $30 billion data center deal with Oracle. Squawk on the Street Disclaimer

Squawk on the Street
SOTS 2nd Hour: Jobs Report Takeaways w/Goldman's Chief Economist, Plus: Tax Bill Winners & Losers 7/3/25

Squawk on the Street

Play Episode Listen Later Jul 3, 2025 43:30


Private jobs jumping more than expected in June: Sara Eisen, David Faber, and Wilfred Frost broke down the latest as the S&P and Nasdaq hit fresh record highs. Hear key takeaways from JPMorgan Asset Management's Chief Global Strategist, plus Goldman Sachs Chief Economist Jan Hatzius – fresh off news earlier in the week that he's moving up his expectations for the Fed's first rate cut to September. Also in focus: a number of huge headlines out of D.C. – the team got the latest from D.C. as investors await final passage of President Trump's “Big Beautiful Bill”, breaking down the key winners and losers when it comes to future tax breaks… And discussed the outlook for chip stocks, on the heels of the U.S. lifting some export curbs on China around design software earlier this morning.

Squawk on the Street
Mega-Tech Spotlight: Microsoft Layoffs and Tesla Deliveries 7/2/25

Squawk on the Street

Play Episode Listen Later Jul 2, 2025 45:54


David Faber and Jim Cramer drilled down on two big stories from the world of mega-tech: Microsoft announced it is laying off about 9,000 employees worldwidein its latest round of job cuts, while Tesla saw its shares rise on the company's Q2 deliveries report. Also in focus: Big banks boost dividends and announce stock buybacks, a negative surprise in the ADP jobs report, Centene shares plummet and drag health insurers lower after the company pulls its guidance, Jefferies upgrades Apple to "Hold," Paramount's $16 million settlement with President Trump, OpenAI CEO Sam Altman vs. Meta's poaching, the group of tech stocks Cramer now calls "MNMs." Squawk on the Street Disclaimer

Squawk on the Street
SOTS 2nd Hour: ADP Jobs Breakdown, What it Means for Rates, & Vietnam Trade Deal Latest 7/2/25

Squawk on the Street

Play Episode Listen Later Jul 2, 2025 45:44


Another day of jobs data and trade deals: Sara Eisen, David Faber, and Wilfred Frost broke down the latest as the President announces a new deal with Vietnam. Key details, this hour. Plus: Oppenheimer's Chief Investment Strategist gave his take on the action – before the team caught up with Valueworks Founder Charles Lemonides, who discussed his investments in Rivian, Joby, Amazon, and Micron.  Also in focus: a number of huge movers, from Centene shares on pace for their worst day *ever* to new numbers out of Constellation Brands… What investors should know about both names. Plus, the big banks playbook as the group sees gains across the board on the promise of dividend hikes and buyback boosts ahead. 

Squawk on the Street
Amazon CEO's AI Message, Tesla Slides on Musk-Trump Feud, Fed's Powell Talks Tariffs 7/1/25

Squawk on the Street

Play Episode Listen Later Jul 1, 2025 45:50


David Faber and Jim Cramer discussed several developments involving AI: Apple is reportedly considering using that technology from Anthropic or OpenAI to power Siri. Elon Musk's xAI raises $10 billion in its efforts to compete with the likes of OpenAI. The anchors reacted to what Amazon CEO Andy Jassy told Jim Monday night on "Mad Money" about AI being "transformative." Tesla shares down sharply on the resumption of the feud between Musk and President Trump surrounding "One Big Beautiful Bill." Also in focus: Fed Chair Powell remarks on tariffs and rate cuts at an ECB forum in Portugal, the big rise and steep fall of AMC Entertainment shares, second half playbook for the markets. Squawk on the Street Disclaimer

Squawk on the Street
SOTS 2nd Hour: Trump Vs. Musk, Job Openings Hold Up, Banks Break Out 7/1/25

Squawk on the Street

Play Episode Listen Later Jul 1, 2025 43:30


Fresh jobs data top of the hour: Sara Eisen, David Faber, and Wilfred Frost broke down the latest on the heels of new commentary around rates from Fed Chair Powell, before J.P. Morgan Asset Management's Global Strategist joined the team at Post 9 with her bull and bear case for stocks. Plus: the latest from Washington as lawmakers continue to work on passing President Trump's tax and spending bill – and the feud between the President and Elon Musk reignites over government spending and EV credits. One auto expert arguing: Tesla's biggest risk isn't Musk – but China (hear why this hour).  Also in focus: a number of individual movers on the day, including Astrazeneca on reports of a possible re-listing here in the U.S. – the team discussed the news, and talked top healthcare picks with an analyst from Mizuho; More on the catalyst that could push Financials to fresh all-time highs after the bell; And a deep-dive on the data that's driving big gains for shares of casinos with Macao exposure. 

Squawk on the Street
SOTS 2nd Hour: Trump Reconciliation Bill Latest, NEC Director Hassett, & IMAX CEO Talks F1: The Movie 6/30/25

Squawk on the Street

Play Episode Listen Later Jun 30, 2025 42:54


Another morning of record highs on the S&P and Nasdaq – Sara Eisen, David Faber, and Wilfred Frost broke down the latest for stocks ahead of a big week for data and fresh news on the tariffs front. Trivariate's Adam Parker joined the team with his top picks – and why he'd bet on financials and health care here. Plus: Apollo's Chief Economist Torsten Slok discussed his outlook into the 2nd half as he argues stagflation remains a worry here.  Also in focus: the Senate in the middle of a marathon session to pass the President's tax and spending megabill – NEC Director Kevin Hasset joined the team for a wide ranging interview spanning his key takeaways, the impact for energy, and recent comments around Fed Chair Powell's replacement... And the team discussed clean energy's biggest winners and losers as they move big on a potential new tax tied to China within the bill – and sooner-than-expected roll-back of credits for the industry.  Plus: what the street's saying about Circle's massive post-debut rise… And the CEO of IMAX – breaking down Apple's biggest box office debut *ever*: F1 the movie, along with how demand is holding up for the summer box office.

Squawk on the Street
Stocks Advance Their Record Run, Oracle Surges, Trump and a Potential TikTok Sale 6/30/25

Squawk on the Street

Play Episode Listen Later Jun 30, 2025 43:39


On the final trading day of June, the 2nd quarter and first half, David Faber and Jim Cramer discussed fresh record highs for the S&P 500 and Nasdaq -- helped by trade optimism. After a threat from President Trump, Canada decided to shelve its digital services tax in an effort to advance trade talks with the U.S. Hear Cramer's take on everything from tech's bull run to how investors should approach the weakness in Apple shares. Oracle shares surged after the company disclosed "multiple large cloud services agreements" in a regulatory filing. Also in focus: President Trump says he has a group of "very wealthy people" ready to buy TikTok, Meta reportedly hiring more OpenAI researchers, New York City mayoral candidate Zohran Mamdani says he doesn't' think "we should  have billionaires", Wall Street firms initiate coverage of Circle after its red-hot post-IPO stock performance. Squawk on the Street Disclaimer

Squawk on the Street
History on Wall Street: Record Highs for the S&P 500 and Nasdaq 6/27/25

Squawk on the Street

Play Episode Listen Later Jun 27, 2025 42:37


David Faber and Jim Cramer covered all of the bases on a historic day for the stock market: The S&P 500 and Nasdaq each set new all-time highs. Hear what Cramer had to say about skyrocketing stocks and how younger investors are approaching this market. The anchors reacted to Nike shares soaring on quarterly results and guidance, as CEO Elliott hill implements the company's turnaround plan. The Fed's preferred inflation gauge also in the spotlight -- Core PCE for May came in a bit hotter than expected. Squawk on the Street Disclaimer

Squawk on the Street
SOTS 2nd Hour: PCE Breakdown, S&P/Nasdaq Record Highs, & Top Tech Picks w/Dan Niles 6/27/25

Squawk on the Street

Play Episode Listen Later Jun 27, 2025 42:22


PCE rising in May as expected as the S&P and NASDAQ hit fresh record highs: Sara Eisen and David Faber broke down what the data means for equities, the consumer, and the broader economy with the Head of Citi's U.S. Equity Strategy Drew Pettit. Plus: if you missed out on the rally… Is it too late to get in? Tech investor Dan Niles joined the team with the names he'd buy right now – and a warning that things could get rocky by Thanksgiving.  Also in focus: Nike shares on pace for their best day in decades as they say recent sales declines are moderating… The key takeaways from results – and what execs are saying about China; Will Crypto play a role in the future of homeownership? The Trump Admin making a move in that direction, with details this hour; And a deep-dive with Tesla Board Member and Redwood Materials CEO JB Straubel – as Redwood makes a new big push at the intersection of EV's  and AI. 

Squawk on the Street
The AI Boom: Nvidia's Record Run, Micron CEO Exclusive 6/26/25

Squawk on the Street

Play Episode Listen Later Jun 26, 2025 45:38


David Faber and Jim Cramer discussed he AI boom helping to boost the tech rally. Nvidia hitting a new all-time and surpassing Microsoft to become the world's most valuable company. Micron CEO Sanjay Mehrotra joined the program exclusively to discuss the role AI played in the chipmaker's better-than-expected earnings and upbeat guidance. Also in focus: Microsoft and Meta go after OpenAl for different reasons, Tesla vs. Waymo on robotaxis, McCormick's spicy earnings, Q1 GDP shrinks more than expected, RFK Jr.'s vaccine panel backs Merck's RSV shot for infants, Cramer's message on skyrocketing stocks and the "FOMO" trade. Squawk on the Street Disclaimer

Squawk on the Street
Pres. Trump at NATO Summit, Nasdaq 100's Record Run, FedEx Slides 6/25/25

Squawk on the Street

Play Episode Listen Later Jun 25, 2025 42:50


David Faber and Jim Cramer led off the show with President Trump attending the NATO Summit in The Hague, Netherlands. NATO allies have agreed to more than double their defense spending target to 5% of GDP by 2035. The anchors also delved into Nvidia and the AI trade as the Nasdaq 100 entered Wednesday's trading session at a record closing high. FedEx shares down sharply after current quarter guidance overshadowed a Q4 beat. Also in focus: Day 2 of Fed Chair Powell's Capitol Hill testimony, Netflix's record rally, CoreWeave and Circle parabolic surge, Andrew Cuomo concedes to Zohran Mamdani in the New York City Democratic mayoral primary. Squawk on the Street Disclaimer

Squawk on the Street
SOTS 2nd Hour: Trump at NATO, Day 2 of Powell Testimony

Squawk on the Street

Play Episode Listen Later Jun 25, 2025 63:57


Top of the hour: fresh comments from President Trump at 2025's NATO summit – spanning Israel-Iran, Ukraine, and even Fed Chair Powell. David Faber and Sara Eisen broke down key takeaways and why he thinks Powell is a “very stupid person”, as the Fed Chair takes the hot seat for a 2nd day of questions with for his Semiannual Monetary report… Today before the Senate Banking Committee. Squawk on the Street Disclaimer

Squawk on the Street
Ceasefire Rally, Powell Testimony Day 1, Exclusive: Visa CEO on Stablecoins and the Consumer 6/24/25

Squawk on the Street

Play Episode Listen Later Jun 24, 2025 46:35


Carl Quintanilla, Jim Cramer and David Faber discussed stocks getting a boost and oil prices sliding in reaction to President Trump declaring the Israel-Iran ceasefire "in effect" -- shortly after he accused both countries of violating the truce. The anchors also explored what to expect from part one of Fed Chair Jerome Powell's Capitol Hill testimony on the economy, starting Tuesday before the House Financial Services Committee -- as President Trump continues to pressure Powell to cut rates. Visa CEO Ryan McInerney joined the program exclusively to discuss the company's stablecoin strategy and the state of the consumer. Also in focus: Carnival surges on earnings, KB Home cuts guidance. Squawk on the Street Disclaimer

Squawk on the Street
SOTS 2nd Hour: Steven Mnuchin & Day 1 of Powell's Semiannual Monetary Report 6/24/25

Squawk on the Street

Play Episode Listen Later Jun 24, 2025 60:23


Stocks in the green as Fed Chair Powell kicks off day 1 of his Semiannual Monetary Policy Report before the House Financial Services Committee: Carl Quintanilla, Sara Eisen, and David Faber broke down fresh consumer confidence data – and talked broader expectations with former Treasury Secretary Steven Mnuchin – ahead of Q&A before listening in. 

Squawk on the Street
SOTS 2nd Hour: Israel-Iran Latest, Drill Baby Drill, and Fundstrat's Tom Lee 6/23/25

Squawk on the Street

Play Episode Listen Later Jun 23, 2025 44:23


Stocks shrugging off growing conflict abroad after a weekend strike by U.S. troops of Iran's nuclear facilities: Carl Quintanilla, Sara Eisen, and David Faber got the latest from the ground in the Middle East – and talked possible next steps here with former Israeli Ambassador to the U.S. Michael Oren… Plus: how an unprecedented closure of the Strait of Hormuz could be a major wild card for energy markets, alongside with fresh data on the housing front – and market-moving headlines out of Fed Governor Bowman top of the hour.   On the macro front: longtime bull Tom Lee broke down where he sees opportunity here – while Allianz Chief Economic Advisor joined the team with his take on what the America's weekend strike means for the market, the Fed, and the global economy.  Squawk on the Street Disclaimer

Squawk on the Street
Markets and the U.S. Strike on Iran, Tesla Robotaxi Launch, CEO on NYSE Debut and Data Centers 6/23/25

Squawk on the Street

Play Episode Listen Later Jun 23, 2025 44:55


Carl Quintanilla, Jim Cramer and David Faber explored equities and oil market reaction to the U.S. military strikes on Iran's nuclear facilities over the weekend. The anchors also discussed what to make of Tesla's robotaxi launch, which took place Sunday in Austin, Texas. The CEO of Amrize -- the North American spin-off of Swiss cement giant Holcim -- joined the anchors at Post 9 to discuss his company's public debut on the New York Stock Exchange as well as where data centers fit into Amrize's future. Also in focus: Tech's hot June, M&A buzz surrounding Bank of New York Mellon and Northern Trust, remembering FedEx founder Fred Smith, who died over the weekend at the age of 80. Squawk on the Street Disclaimer

Squawk on the Street
Fed Decision Day, Israel-Iran Conflict, OpenAI CEO: Meta Tried to Poach Staff With $100M Bonuses 6/18/25

Squawk on the Street

Play Episode Listen Later Jun 18, 2025 42:43


Carl Quintanilla, David Faber and Sara Eisen discussed how markets are bracing for Wednesday's Fed interest rate decision and policy statement, while digesting news surrounding the Israel-Iran Conflict. The anchors reacted to what OpenAI CEO Sam Altman said on a podcast about Meta:He accused Facebook's parent of trying to poach his company's employees by offering them $100 million signing bonuses. Also in focus: Amazon CEO Andy Jassy says AI will reduce the company's workforce, Hasbro job cuts, Nippon Steel-U.S. Steel merger closes, the Senate passes stablecoin legislation. Squawk on the Street Disclaimer

Squawk on the Street
SOTS 2nd Hour: Fed Decision Day, “Too Late” Powell, & Israel-Iran Latest 6/18/25

Squawk on the Street

Play Episode Listen Later Jun 18, 2025 45:48


It's officially Fed Decision Day: Carl Quintanilla, Sara Eisen, and David Faber discussed the latest on the markets front as investors await a decision – and press conference later on – from Fed Chair Powell. President Trump talking to reporters about the man at the top of the hour: arguing the Fed needs to cut rates here and calling him “Too Late” Powell… Evercore Vice Chair Krishna Guha – along with Former Fed Vice Chair Alan Blinder – joined the team with their predictions on the Fed's next move here.  Also in focus: escalating tensions in the Middle East still top of mind for investors – Why the President Emeritus of the Council on Foreign Relations says a regime change in Iran is a wish, not a strategy…  Plus: the latest out of Washington when it comes to a new crypto bill just passed by the Senate. 

Squawk on the Street
Trump Departs G7 Summit Early, Retail Sales Miss, Solar Stocks Plummet 6/17/25

Squawk on the Street

Play Episode Listen Later Jun 17, 2025 42:23


Carl Quintanilla, David Faber and Sara Eisen engaged in wide-ranging discussions about a number of market-moving stories: President Trump returned to Washington early Tuesday morning after cutting short his attendance at the G7 summit in Canada, retail sales for May came in weaker than expected, solar stocks plunged in reaction to the Senate version of Trump's tax and spending cuts bill. Also in focus: Day one of the Fed's policy meeting, the reported feud between OpenAI and Microsoft, Amazon's AWS looks to take on Nvidia with a new chip, Tim Cook, Brad Pitt and Formula 1 superstar Lewis Hamilton at the world premiere of Apple's film "F1 the Movie." Squawk on the Street Disclaimer

Squawk on the Street
Retail Sales Fall, Fed Day 1, and Live: OKLO CEO 6/17/25

Squawk on the Street

Play Episode Listen Later Jun 17, 2025 43:20


Stocks under pressure as investors watch developments out of Israel and Iran – along with a disappointing retail sales number, plus homebuilder sentiment coming in at its lowest level in years: Carl Quintanilla, Sara Eisen, and David Faber broke down the morning's headlines and data – and discussed the market implications alongside any Fed impact. Fidelity's Jurrien Timmer saying he sees opportunity here, arguing for a broader rally in the 2nd half of the year… And a similar story when it comes to CNBC's latest Fed Survey, with key details this hour.  Also in focus: the future of energy – and importance of energy independence. The CEO of nuclear energy company OKLO joined the team with shares inches from fresh highs – as solar stocks plummet on reports there could be a full phase-out of green energy credits by 2028… Plus: a deep-dive on the Uranium plays you should be watching here.  Squawk on the Street Disclaimer

Squawk on the Street
Markets and Mideast Tensions, "Golden Share," Analyst on Tesla "Sell" Call 6/16/25

Squawk on the Street

Play Episode Listen Later Jun 16, 2025 43:03


Carl Quintanilla, David Faber and Sara Eisen kicked off a new week of trading with stocks rebounding sharply and oil prices giving back some of Friday's huge gains  -- despite the ongoing Israel-Iran conflict. President Trump approved U.S. Steel's deal with Nippon Steel, with terms requiring a "golden share" for the U.S. government. Guggenheim's Tesla analyst joined the program nearly a week after his "sell" rating on the stock.  Also in focus: Trump at the G7 in Canada, Meta's WhatsApp to roll out ads directly on its platform, Sarepta plummets, Roku surges on its partnership with Amazon, Circle up 400% since its early June IPO.   Squawk on the Street Disclaimer

Squawk on the Street
Israel-Iran Conflict Latest, G-7 Meeting Begins, & FOMC Predictions 6/16/25

Squawk on the Street

Play Episode Listen Later Jun 16, 2025 43:24


Reports this morning that Iran has signaled it wants to de-escalate hostilities with Israel – and restart talks with the US: Carl Quintanilla, Sara Eisen, and David Faber broke down the latest along with key market implications ahead of another rate decision from the Fed on Wednesday – and as energy prices remain surprisingly steady. Plus: A live read from the ground in Alberta, as the G-7 summit begins in Canada.  Rockefeller International's Ruchir Sharma brought his outlook for equities – fresh off an Op-Ed in the Financial Times arguing to not underestimate the Chinese as trade talks continue… Plus: hear from Former Deputy Secretary of State – and lead negotiator for the nuclear agreement with Iran under the Obama Administration – Wendy Sherman's take on what comes next here. Also in focus: Meta rolls out ads on Whatsapp, boosting shares; Sarepta stock plummets after a 2nd death tied to an experimental gene therapy; an exclusive with the CEO of aerospace maintenance company StandardAero, live from the Paris Air Show; and the rumors around AWS that are boosting AMD shares to fresh highs. Squawk on the Street Disclaimer

Diskotabel
David Faber en Laura Kieboom (15 juni 2025)

Diskotabel

Play Episode Listen Later Jun 15, 2025 90:00


Cécile Huijnen bespreekt nieuwe releases met een panel van deskundigen en liefhebbers van klassieke muziek. Nieuwe opnamen van middeleeuws tot minimal, en natuurlijk ook 'De Vergelijking', waarin een nieuwe uitvoering de strijd aangaat met twee ‘concurrenten'. Vandaag in het panel: cellist David Faber en altviolist Laura Kieboom.

Squawk on the Street
Israel Attacks Iran: Global Stocks Slide, Oil Prices Spike, Defense Sector Surges 6/13/25

Squawk on the Street

Play Episode Listen Later Jun 13, 2025 45:47


Carl Quintanilla, David Faber and Sara Eisen covered all of the bases on market reaction to Israel's air strikes on Iran's nuclear facilities. Global equities in sell-off mode, while crude oil prices and defense stocks surged. Also in the mix: President Trump's reaction to the attacks. Former White House Middle East policy director Ambassador Marc Ginsberg appeared on the program with his geopolitical perspective. Citi U.S. Equity Strategist Scott Chronert joined the anchors at Post 9 discuss to what's ahead for the markets in light of Middle East tensions. Also in focus: Adobe slides, RH soars, Chime joins the Post-IPO rally club, A live report from India on the Boeing 787 Dreamliner crash. Squawk on the Street Disclaimer 

Squawk on the Street
Israel-Iran Conflict: Impact for Stocks, Bonds, Energy, and the Fed 6/13/25

Squawk on the Street

Play Episode Listen Later Jun 13, 2025 43:58


Israel launching what it called pre-emptive air strikes against nuclear and military targets across Iran overnight – and Iran launching a wave of drones in retaliation: Carl Quintanilla, David Faber, and Sara Eisen broke down the latest out of Washington as world leaders respond along with global markets.   To start: Allianz Chief Economic Advisor Mohamed El-Erian with his take on what it means for safe havens like gold… And whether there's pain ahead for the S&P. Plus: energy expert Paul Sankey discussed the impact for crude prices… Before former Trump NSA Advisor H.R. McMaster joined Post 9 with more on what comes next in geopolitics – after saying in January there was a “100%” chance that Israel would target Iran's nuclear infrastructure. Plus: Former Dallas Fed President Richard Fisher ended the hour talking the impact of all these developments on the Fed – as he warns today's Consumer Confidence spike could be a one-off.  .Squawk on the Street Disclaimer

Squawk on the Street
Air India Plane – a Boeing 787 -- Crashes, Nvidia CEO on Chip Restrictions, Chime CEO “First on CNBC” 6/12/25

Squawk on the Street

Play Episode Listen Later Jun 12, 2025 42:32


Carl Quintanilla, David Faber and Sara Eisen led off the show with tragic news: An Air India plane bound for London crashed shortly after takeoff from an airport in Western India. The aircraft was a Boeing 787 Dreamliner. News of the crash sent shares of the Dow component and jet engine maker GE Aerospace down sharply. As for inflation, the May Producer Price Index came in cooler than expected. IPO Watch: David interviewed the CEO of fintech firm Chime ahead of its public debut on Thursday. The startup hoping to join the ranks of companies who have seen their stocks soar since going public this year. Also in focus: The dollar hits new lows for 2025, President Trump's new trade message, Oracle surges, what Nvidia CEO Jensen Huang told CNBC about the U.S. imposing AI chip restrictions on China.Squawk on the Street Disclaimer

Squawk on the Street
Treasury Sec. On The Hill: Day 2, Boeing Crash Latest, Chime IPO 6/12/25

Squawk on the Street

Play Episode Listen Later Jun 12, 2025 43:36


Treasury Secy. Bessent testifying on Capitol Hill for a 2nd day, this time before the Senate Finance Committee: Carl Quintanilla, Sara Eisen, and David Faber got the biggest headlines this hour and discussed what it all means for stocks alongside this morning's fresh inflation and jobless claims data. Evercore Chairman Roger Altman joined the team with his read from the ground – and why he thinks we're at “the beginning of a slowdown”… Also not mincing words when it comes to the President's Big Beautiful Bill and its impact. Plus: the latest on an Air India Boeing 787 flight that crashed after take-off overnight, with over 200 casualties.  Other top stories: IPO markets beginning to heat back up as Chime becomes the latest name to go public; David caught up with their CEO ahead of the first trade and broke the latest indications this hour… The road ahead for autos with one former Tesla President, current GM board member – as the latter name makes a new multi-billion dollar bet on American manufacturing… And a breakdown of the results sending Oracle shares to new all-time highs.  Squawk on the Street Disclaimer

Squawk on the Street
Treasury Sec. On The Hill, CPI Breakdown, & Musk's Mea Culpa 6/11/25

Squawk on the Street

Play Episode Listen Later Jun 11, 2025 42:11


A big morning for trade as Treasury Secretary Bessent testifies on Capitol Hill following U.S.-China trade talks in London: Carl Quintanilla, Sara Eisen, and David Faber got the biggest headlines this hour and discussed what it all means for stocks alongside this morning's better-than-expected consumer inflation print. Goldman Sachs' Chief U.S. Economist joined the team with his take on the Fed's next steps here – as rate cut odds rise, and yields fall… Plus: an AI boom or bust? A quick check on the AI trade, and who's winning the growing arms race – with Meta's new $14B stake in Scale AI a key focus (along with a new lawsuit out of Disney and NBCUniversal accusing AI image generator ‘Midjourney' of copyright infringement).  Other top stories: Voyager Technologies going public at the New York Stock Exchange – hear from the CEO of what some are calling “the Berkshire Hathaway of Space” ahead of the first trade; Elon Musk walking back his feud with President Trump – what it means for shares; and a first look at CNBC's 2025 Top States For Business. Squawk on the Street Disclaimer

Squawk on the Street
Trump: China Deal "Is Done," Inflation Watch, Musk's Mea Culpa 6/11/25

Squawk on the Street

Play Episode Listen Later Jun 11, 2025 43:00


Carl Quintanilla, Jim Cramer and David Faber discussed the U.S.-China trade talks and what to make of President Trump posting on social media that "OUR DEAL WITH CHINA IS DONE, SUBJECT TO FINAL APPROVAL WITH PRESIDENT XI AND ME." The anchors also reacted to May CPI inflation data that sent stocks higher and bond yields sharply lower. Also in focus: Elon Musk regrets "some of my posts about President Trump last week," Tesla's robotaxi push, Open AI CEO Sam Altman's blog post about AI's future, sources say Meta to invest $14.3 billion in startup Scale AI, General Motors to invest $4 billion in U.S. production, Nvidia shares moving closer to record highs. Squawk on the Street Disclaimer

Squawk on the Street
Day 2 of U.S.-China Trade Talks, Disney CEO Iger Exclusive, Apple WWDC Reaction 6/10/25

Squawk on the Street

Play Episode Listen Later Jun 10, 2025 48:45


Carl Quintanilla, Jim Cramer and David Faber discussed the markets paying close attention to developments in London, where the U.S. and Chinabegan a second day of trade talks. Disney CEO Bob Iger joined the program exclusively to discuss the company agreeing to pay Comcast an additional $439 million dollars for its stake in Hulu, giving Disney complete control of the streaming service. Also in focus: Apple WWDC underwhelms Wall Street, Meta CEO Mark Zuckerberg reportedly hiring to set up a new AI team, Cramer explores stocks taking on "meme" characteristics, McDonald's downgraded again. Disclosure: Comcast is the parent of NBCUniversal, of which CNBC is a unit. Squawk on the Street Disclaimer

Squawk on the Street
Goldman Chief U.S. Equity Strategist, Apple WWDC Takeaways, and McDonalds: Not Lovin it? 6/10/25

Squawk on the Street

Play Episode Listen Later Jun 10, 2025 43:03


Sara Eisen, Carl Quintanilla, and David Faber discussed the latest on the markets front as trade talk optimism grows – alongside optimism out of small businesses. What the morning's earnings are saying about the consumer, along with a break-out of new NFIB data… Plus: Goldman's Chief U.S. Equity Strategist joined the team with his advice on how to navigate the volatility – and why he expects data to “soften” over the coming months.  Also in focus: a number of individual stock stories this AM… Hear Disney CEO Bob Iger's thoughts on how they plan to win the streaming wars, following finalized terms to buy out Comcast's stake in Hulu; The fallout for pharma after RFK Jr. ousted every member of the CDC's vaccine advisory committee; What to do with Apple shares following a lackluster WWDC presentation; And a deep-dive on a rare double-downgrade to sell of McDonalds.   Squawk on the Street Disclaimer 

Squawk Pod
The Warner Brothers Discovery Split & A Big Handshake with China 6/9/25

Squawk Pod

Play Episode Listen Later Jun 9, 2025 30:49


National Economic Council Director Kevin Hassett discusses the goals of the top U.S. trade negotiators as they meet their Chinese counterparts in London today. A big handshake and a short meeting will hopefully speed up China's release of the rare earth metals American tech companies need. CNBC's Juliana Tatelbaum reports from London on the ongoing trade negotiations. CNBC's David Faber reports on Warner Brothers Discovery's plan to split into two public companies by next year. Plus, violence has erupted amid protests in Los Angeles, and Walmart is a top pick for one Wall Street firm.  Kevin Hassett - 12:24David Faber - 24:35 In this episode:David Faber, @davidfaberJulianna Tatelbaum, @CNBCJuliannaBecky Quick, @BeckyQuickJoe Kernen, @JoeSquawkKatie Kramer, @Kramer_Katie

Squawk on the Street
China-U.S. Trade Talks Latest: Market Implications, Plus Apple WWDC Breakdown 6/9/25

Squawk on the Street

Play Episode Listen Later Jun 9, 2025 43:38


U.S. and Chinese trade officials holding talks in London this morning: Sara Eisen, Carl Quintanilla, and David Faber got the latest from Washington and talked broader implications with longtime market vet Ed Yardeni, who remains bullish on equities here. Plus: Is the IPO market finally thawing? Hear from one expert about the key entrants to watch here, what's next in the pipeline, and whether the gains can continue overall.  Also in focus: Apple shares on one of their worst YTD runs into their annual WWDC conference. Find out why – and what to watch out for – with one analyst who says their AI strategy is NOT the biggest risk to shares here… Also: key details behind a report that Meta could invest more than $10B into startup Scale AI. Squawk on the Street Disclaimer

Squawk on the Street
Markets and U.S.-China Talks, WBD's Split Decision, Apple WWDC Watch 6/9/25

Squawk on the Street

Play Episode Listen Later Jun 9, 2025 42:30


With the S&P 500 coming off a close above 6,000 for the first time since February, Carl Quintanilla, Jim Cramer and David Faber explored what to expect from a new market week -- as U.S.-China trade talks get underway in London. David broke down Warner Bros. Discovery's decision to split into two companies. AI also in the spotlight: From the countdown to Apple's WWDC event on Monday, to Nvidia CEO Jensen Huang's "goldilocks" message on AI. Also in focus: Immigration raid protests in Los Angeles, post-IPO high flyers, two downgrades for Tesla, Meta said to be mulling a multibillion-dollar investment in an AI startup. Squawk on the Street Disclaimer

Squawk on the Street
Trump-Musk Feud Effect, S&P 6,000, Jobs Report Beats Expectations 6/6/25

Squawk on the Street

Play Episode Listen Later Jun 6, 2025 42:15


Carl Quintanilla, Jim Cramer and David Faber explored the escalating feud between President Trump and Elon Musk: Developments sent shares of Tesla down 14-percent on Thursday. The anchors also discussed the S&P 500 surpassing the 6,000 mark for the first time since February, fueled by a stronger-than-expected May jobs report. Also in focus: Microsoft's record run, day two for stablecoin issuer Circle after it soared 168-percent in its public debut, Broadcom earnings reaction, Lululemon tumbles, Trump blasts Fed Chair Powell again for not cutting interest rates.   Squawk on the Street Disclaimer

Squawk on the Street
May Jobs Report: w/JPMorgan's Chief Strategist, Goldman's Chief Economist; Plus: Trump vs. Musk Latest 6/6/25

Squawk on the Street

Play Episode Listen Later Jun 6, 2025 46:09


The economy adding more jobs than expected in May: Sara Eisen, David Faber, and Carl Quintanilla broke down the numbers and what it means for stocks, the Fed, and rates. White House Council of Economic Advisers Chair Stephen Miran kicking off the hour – arguing the economy remains strong here. Plus: Chief Global Strategist for JPMorgan Asset Management David Kelly joined the team with his volatility playbook, which does NOT include the Mag-7 – but a different key sector… In addition: hear Goldman's Chief Economist with his take on the jobs report.  Also in focus: the gloves come off. President Trump and Elon Musk trading blows publicly as their alliance implodes – and Tesla shares slump. Former Trump Admin insider Marc Short – and Tusk Ventures Bradley Tusk – gave their thoughts on the action and what it could mean for the tech ecosystem at large. Squawk on the Street Disclaimer

Squawk on the Street
Trump-Xi Phone Call, Layoffs Surge, Amazon and Robots 6/5/25

Squawk on the Street

Play Episode Listen Later Jun 5, 2025 42:58


Carl Quintanilla, Jim Cramer and David Faber led off the show with market reaction to breaking news amid trade tensions: President Trump and China's President Xi spoke on the phone according to the Chinese Foreign Ministry. The anchors also discussed corporate layoff announcements from the likes of Procter & Gamble and Citi -- each company set to eliminate thousands of jobs. Hear what Carl, Jim and David said about Amazon reportedly preparing to test humanoid robots that could take the jobs of delivery workers. Also in focus: Elon Musk's "Kill the Bill" message attacking Trump's tax and spending cuts legislation, public debut day for stablecoin issuer Circle, Brown-Forman and PVH shares plunge.Squawk on the Street Disclaimer

Squawk on the Street
SOTS 2nd Hour: Palantir CEO, Plus: Trump-Xi Trade Call, Broadcom Expectations 6/5/25

Squawk on the Street

Play Episode Listen Later Jun 5, 2025 49:13


New this morning: President Trump and Chinese President Xi officially holding their first trade call – boosting stocks across the board. Chinese officials saying the two sides should strive for a “win-win” outcome… Carl Quintanilla, Sara Eisen, and David Faber broke down the latest out of Washington and what it all could mean for equities.  Plus: an interview you don't want to miss – a wide-ranging and 20+ minute deep-dive with Palantir CEO Alex Karp, alongside the Co-CEO of key customer TeleTracking Technologies. Hear Karp's thoughts on the future of the business, AI demand, and even a recent NYT article that's led to criticism from some.  Also in focus: Fundstrat's Tom Lee joined the team to start the broadcast – as he continues to forecast more gains ahead… Calling the market's push off the lows “the most hated rally” in history. Plus: what's at stake for the chips when Broadcom reports earnings tonight with one tech analyst who calls the stock a buy.  Squawk on the Street Disclaimer

Squawk on the Street
Tariffs Latest, PCE Takeaways, & JPMorgan's Retail Playbook 5/30/25

Squawk on the Street

Play Episode Listen Later May 30, 2025 43:22


The Fed's preferred inflation measure – PCE – coming in as expected this morning as tariff whiplash continues: Carl Quintanilla, Sara Eisen, and David Faber broke down the numbers, along with the latest on the trade front (including a live reaction from Beijing to the President's new claims China's “totally violated” their agreement with the US). Charles Schwab's Chief Investment Strategist arguing: don't watch trade, but the jobs report next week… Hear why. Plus: a look at the Fed's next steps from here according to Former Fed Vice Chair Alan Blinder.  Also in focus: retail wreckage, as Gap becomes the latest name to slump on big tariff impacts… Top retail analyst Matthew Boss broke down the stocks he'd buy – and avoid – here; Regeneron shares on pace for their worst day since 2011 on new drug trial results; a look at one key part of the VC economy that's coming under pressure due to policy; and more on what's driving Hamptons rental demand to low tides.  Squawk on the Street Disclaimer

Squawk on the Street
Trump Slams China on Tariffs, Tamer Inflation Data, Bulls Rule in May 5/30/25

Squawk on the Street

Play Episode Listen Later May 30, 2025 42:12


Capping a strong month of May for stocks, Carl Quintanilla, Jim Cramer and David Faber led off the show with market reaction to President Trump's social media post in which he accuses China of "totally" violating its agreement with the U.S. on tariffs. The president's post comes one day after a federal appeals court's temporary reinstatement of his sweeping tariffs that had been blocked by a lower court. The anchors discussed what the CEOs of Costco and Gap said about prices and tariff mitigation in connection with earnings. Also in focus: Milder-than-expected PCE inflation data, Dell earnings, Netflix's record run, How Uber shares have fared since David's interview with Elon Musk. Squawk on the Street Disclaimer 

Squawk on the Street
Court Blocks Trump Tariffs, Nvidia Surges, the "TACO Trade" 5/29/25

Squawk on the Street

Play Episode Listen Later May 29, 2025 42:25


Carl Quintanilla, Jim Cramer and David Faber explored market reaction to a federal trade court's decision to block sweeping tariffs that President Trump announced in early April. Nvidia shares jumped on better-than-expected Q1 results -- and the anchors reacted to what CEO Jensen Huang told Jim on "Mad Money" about China. Also in focus: President Trump's response to a question from CNBC's Megan Cassella about the "Taco trade" (as in "Trump Always Chickens Out"), Elon Musk leaves the Trump Administration, Salesforce shares slump despite a Q1 beat.Squawk on the Street Disclaimer

Squawk on the Street
Tariffs Whiplash: Latest Developments, GDP Breakdown + Nvidia Earnings Takeaways 5/29/25

Squawk on the Street

Play Episode Listen Later May 29, 2025 43:12


New overnight: a federal court blocking most of President Trump's tariffs, arguing he overstepped his emergency powers… Markets rallying on the news. Carl Quintanilla, Sara Eisen, and David Faber discussed the latest from DC – including the street's newest acronym: TACO (Trump Always Chickens Out). Plus: a deep-dive on this morning's negative GDP read… And more on Elon Musk's new promise he's leaving the White House/DOGE.  Also in focus: Wharton Professor Jeremy Siegel arguing there's still opportunity in the AI trade, particularly Nvidia… Hear his take – along with a breakdown of results from the name with one T. Rowe portfolio manager who calls the stock an easy buy here; Boeing shares rallying as their CEO makes bullish comments around production at a Bernstein conference, we've got the headlines; and don't miss a fresh read from the frontlines when it comes to housing trends with the CEO of Compass.  Squawk on the Street Disclaimer

Squawk on the Street
Countdown to Nvidia, AI Biotech Picks, and A Retail Wrap-Up: Key Takeaways From Results 5/28/25

Squawk on the Street

Play Episode Listen Later May 28, 2025 42:57


Nvidia front and center ahead of results after the bell: Carl Quintanilla, Sara Eisen, and David Faber discussed what to expect tonight with Wedbush's Dan Ives – and broke down the key reports of the morning when it comes to the consumer… In addition to extra color from the CEO of Abercrombie & Fitch, as shares surge on record Q1 sales from the name.  Plus: Could President Trump's policies dent the dollar's dominance? Former Goldman Asset Management Chairman Jim O'Neill arguing yes – hear his defense, this hour… Along with Jefferies' top picks within one sector they say could be a major winner in the AI revolution, and a deep-dive on Trump's promises to take Fannie Mae and Freddie Mac public.  Also in focus: A live read from the ground at Bitcoin 2025; Why Loop Capital says tariffs could be a good thing for Apple; and Family offices get bullish – the details.   Squawk on the Street Disclaimer

Squawk on the Street
Wall Street Gears Up for Nvidia's Big Earnings Report 5/28/25

Squawk on the Street

Play Episode Listen Later May 28, 2025 42:39


Carl Quintanilla, Jim Cramer and David Faber engaged in a wide-ranging discussion about what to expect from Nvidia when the chip giant reports quarterly results after Wednesday's close of trading. What's at stake for the AI trade? Rates also in the spotlight: New data showmortgage rates hitting highs not seen since January -- and President Trump elaborates on his push to take Fannie Mae and Freddie Mac public. The anchors reacted to FHFA director Bill Pulte's blunt call for Fed Chair Jerome Powell and his fellow policymakers to cut interest rates. Squawk on the Street Disclaimer

Squawk on the Street
Trump Tariff Delay Rally, Musk-Mania, Salesforce's AI-Focused Deal 5/27/25

Squawk on the Street

Play Episode Listen Later May 27, 2025 43:18


Carl Quintanilla, Jim Cramer and David Faber kicked off the holiday-shortened trading week with stocks in rally mode, after President Trump delayed his threat of 50-percent tariffs on the EU until July. Lots of news surrounding Elon Musk -- from data showing Tesla EV salesin Europe tumbled 49-percent in April, to Musk's X post stating he will be "super focused" on the companies he controls. Also in focus: Salesforce ramps up its bet on AI by acquiring Informatica in an $8 billion deal, Trump effect on Apple, Nvidia leads this week's earnings calendar.   Squawk on the Street Disclaimer