Squawk on the Street

Carl Quintanilla, David Faber, and Sara Eisen talked the latest for stocks as the S&P, Dow, and Nasdaq hit more record highs thanks to strength in big tech names like Netflix and Tesla. Tesla’s gains in part driven by a key upgrade from longtime bear Craig Irwin at Roth MKM, finally taking the name to Buy after years of a Hold rating: the team discussed why now. Intel the other big stock to watch, after CEO Pat Gelsinger announced plans to retire… But is the stock a buy here? Also in focus: bullish luxury demand trends with longtime restaurant & retail investor Ray Washburne; Super Micro shares surge on a new internal probe; and the playbook for broader markets into year-end Squawk on the Street Disclaimer

On the first trading day of December, Carl Quintanilla, Jim Cramer and David Faber led off the show with big news in the world of tech: Intel announced that CEO Pat Gelsinger is retiring. The anchors assessed his nearly four-year tenure, during which shares of the chipmaker lost 60% of their value. Flashback: Hear what Gelsinger told Jim on CNBC in 2021, just months after becoming Intel CEO. Also in focus: Black Friday $11 billion online bonanza. President-elect Trump sends BRIC nations a 100% tariff threat, the CEO of Jeep maker Stellantis steps down , Disney's "Moana 2" leads the Thanksgiving weekend box office surge, all things Elon Musk -- from his lawsuit against OpenAI to what his rivals fear most about him. Squawk on the Street Disclaimer

Carl Quintanilla, David Faber, and Sara Eisen talked the latest for stocks as the S&P hit another record high this shortened Black Friday holiday session. The team got a read from the ground at a local mall, discussed key winners and losers according to UBS, and broke down big trends with the CEO of L.L. Bean. Also in focus: a deep dive with legendary sportscaster Al Michaels, as he gives his predictions for across stocks, sports, and streaming. Squawk on the Street Disclaimer

On the last trading day of November, Carl Quintanilla, David Faber and Sara Eisen discussed the markets wrapping up a bullish month for stocks. Can the upward momentum continue into 2025? Veteran strategist Ed Yardeni joined the conversation. Black Friday also in the spotlight: A live report from a mall on the shopping action, how Apple and Amazon are positioned for the holidays, plus auto dealerships' push to lure car buyers. Also in focus: The FTC opens a broad antitrust probe into Microsoft, More reaction to President-elect Trump's tariff threats, why chip equipment makers are in rally mode. Squawk on the Street Disclaimer

Carl Quintanilla, David Faber, and Sara Eisen discussed the latest for stocks ahead of retail's biggest 5 day stretch of the year: Thanksgiving to Cyber Monday. The Fed's preferred inflation gauge - PCE - came in as expected, with the team breaking down what it means for rates ahead. Also in focus: the state of small business with the Chairman & CEO of American Express. Squawk on the Street Disclaimer

One day after the Dow and S&P 500 hit fresh record highs, Carl Quintanilla, David Faber and Sara Eisen discussed a barrage of economic and inflation data ahead of the Fed's December decision on rates. The anchors also delved into President-elect Trump's tariff threats, as well as his choices to round out his White House economic team. A tough earnings picture for tech, led by Dell: Shares of the company tumbled on a revenue miss and light guidance. Also in focus: Softbank's investment in OpenAI, what American Express CEO Stephen Squeri told Sara about the economy, investing in weight-loss drug makers. Squawk on the Street Disclaimer

Cramer outlines how investors should navigate the next few days. 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

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

Jim and Jeff discuss why they’re buying this biopharmaceutical stock. They also talk about adding to this pharmaceutical 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

Carl Quintanilla, David Faber, and Sara Eisen discussed the latest for stocks as the S&P and Dow hit more record highs. Fundstrat’s Tom Lee brought the team his 4 cases for a year-end rally - and bull case for bitcoin $100k - while BMO’s Chief Investment Strategist highlighted Financials, Tech, and Discretionary as 3 sectors with more room to run here. Also in focus: President-elect Trump picks Scott Bessant for Treasury Secretary, closing arguments begin in the DOJ’s case against Google over advertising tech, and UBS upgrades the ‘Big 6’ tech names to buy. Squawk on the Street Disclaimer

Carl Quintanilla, Jim Cramer and David Faber discussed a record-setting day for stocks: The Dow and S&P 500 surged to new all-time highs Monday, after President-elect Donald Trump named hedge fund manager Scott Bessent as his choice forTreasury Secretary. The anchors explored what Trump’s selection could mean for the markets -- with policy issues ranging from tax cuts to tariffs in the spotlight.  Also in focus: A big week for retail, Warren Buffett's huge donation, Universal's "Wicked" and Paramount’s "Gladiator II" surge at the box office. Disclosure: Comcast is the parent company of NBCUniversal and CNBC. NBCUniversal is the distributor of "Wicked." Squawk on the Street Disclaimer

Carl Quintanilla, Morgan Brennan and David Faber began the hour by breaking down another winning week for stocks, despite some volatility in the MAG7 names. Goldman’s senior equity strategist, Ben Snider, joined the group to discuss how investors have been positioning themselves ahead of the new Trump administration. Also in the mix: CNBC’s Dom Chu joined the hour looking at Bitcoin touching new record highs, getting closer to that $100K milestone. IMAX CEO Rich Gelfond closed out the hour with his thoughts on the huge movie weekend ahead, with ‘Wicked’ and ‘Gladiator II’ hitting theaters. Squawk on the Street Disclaimer

Carl Quintanilla, Jim Cramer and David Faber discussed what to make of certain stocks going parabolic. Jim offered words of wisdom when it comes to searching for the next Nvidia. The Trump transition in the spotlight: The President-elect reportedly floated the idea of choosing former Fed governor Kevin Warsh as Treasury Secretary, and later nominating him to succeed Jerome Powell as Fed Chair. The anchors reacted to Citadel CEO Ken Griffin's comments about tariff risks. Also in focus: Gap and Ross Stores jump on earnings and holiday season guidance, Amazon to invest an additional $4 billion in Anthropic, OpenAI vs. Google, dueling magazine covers featuring Elon Musk. Squawk on the Street Disclaimer

Jim and Jeff break down the market reaction to this chipmaker’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, Courtney Reagan, and David Faber broke down Nvidia results on a volatile morning for shares with an analyst and a shareholder. Also discussed: Nvidia’s impact on the broader market, the street’s reaction to the print, and key risks to the stock’s rally ahead. While Nvidia drove the market conversation, the team also discussed steep losses for Google shares on DOJ/antitrust concerns and other key earnings out of Snowflake. Plus: the health of housing with the CEO of Compass, and details behind what Sotheby’s calls “the most expensive banana ever” Squawk on the Street Disclaimer

Carl Quintanilla, Jim Cramer and David Faber explored Nvidia's better-than-expected Q3 results and optimism about demand for its AI chips. Hear Jim's message aimed at "short-selling clowns." What's next for Nvidia shares? The anchors also reacted to an op-ed in The Wall Street Journal by Elon Musk and Vivek Ramaswamy, in which they outlined their "DOGE" plan to reform government. Also in focus: The DOJ asks a federal judge to force Google to sell its Chrome browser, Snowflake shares soar on earnings and guidance, Palo Alto Networks' quarterly beat, bitcoin's march toward $100,000. Squawk on the Street Disclaimer

Carl Quintanilla, Sara Eisen and David Faber discussed the latest on the retail front after Target shares plunged on weak results and a guidance cut, hurting stocks across the sector. What does it mean for the consumer? And is there pain ahead for retail stocks heading into the holidays? Sara broke down exclusive comments from Target’s COO, who said the consumer is still resilient – but resourceful – while the CEOs of Williams Sonoma and TJX called out strong demand in their results. Also in focus: prepping for Nvidia results after the bell – can the rally continue?; Comcast’s new plan to spin-off its cable businesses; and CNBC’s official 2024 NHL Valuations, including an exclusive with Utah Jazz & Hockey Club Owner Ryan Smith. Squawk on the Street Disclaimer

Carl Quintanilla, Jim Cramer and David Faber led off the show with Target shares plunging. The retailer cut its holiday quarter forecast and posted its biggest earnings miss in about two years. The anchors compared Target's challenges with Walmart's Q3 beat and raised guidance. Comcast announced its intent to spin off most of NBCUniversal's cable networks to create a new publicly traded company. Also in focus: What to expect from Nvidia's earnings due out after Wednesday's close of trading, Delta's revenue guidance disappoints, earnings from TJX and Williams-Sonoma, President-elect Trump's latest cabinet picks including Dr. Oz, Disney's Treasure cruise ship debut. Comcast is the parent of NBCUniversal, of which CNBC is a unit. Squawk on the Street Disclaimer

Carl Quintanilla, Sara Eisen and David Faber discussed the latest headlines out of Russia and Ukraine, after Vladimir Putin lowered the threshold for his country’s use of nuclear weapons. On the earnings front, the desk hit the strong results out of Walmart, which pushed the stock to a new all-time high. Staying with the consumer, Sara Eisen also took a closer look at RFK Jr.’s plans to “make America healthy again,” and broke down which food and snack stocks might be at risk. Squawk on the Street Disclaimer

Jim and Jeff discuss the potential tailwinds for this cybersecurity 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

Carl Quintanilla, Jim Cramer and David Faber discussed market reaction to the latest Russia-Ukraine war developments, which sent stocks down sharply around the globe and yields falling in a flight to quality. Russian President Vladimir Putin lowered his country's threshold for use of nuclear weapons. How should investors navigate this environment? Walmart was a bright spot: Shares moved higher on better-than-expected Q3 results and raised guidance heading into the holiday season. Also in focus; Justice Department antitrust officials reportedly want Google to sell its Chrome browser, Lowe's shares fall despite a Q3 beat. Squawk on the Street Disclaimer

Carl Quintanilla, Sara Eisen and David Faber began the hour by looking at the markets, after stocks suffered their worst week since early September. Tech was also a big focus today, following a report in The Information that Nvidia AI chips were overheating, which sent shares of the tech giant lower. On the other hand, Tesla shares surged following reports that President-elect Trump’s transition team is looking to ease rules for self-driving vehicles. Also in focus: CVS added 4 new members to its board, including Glenview Capital CEO Larry Robbins, who joined the program for a CNBC exclusive interview. Squawk on the Street Disclaimer

Carl Quintanilla, Jim Cramer and David Faber led off the show with the "Trump trade." Tesla shares resumed their big post-election rally, on a report stating President-elect Trump's transition team is seeking to ease rules for self-driving cars. The anchors also discussed the newest selections for Trump's cabinet, as well as Elon Musk's role in the battle for positions including Treasury Secretary. Also in focus: Nvidia shares move lower on a report about AI chip server worries, CVS Health makes board changes in a deal with activist investor Glenview Capital, Netflix says the Jake Paul-Mike Tyson fight was a record-breaker, Faber Report on the NBA-Warner Bros. Discovery settlement over broadcast rights. Squawk on the Street Disclaimer

Cramer says he’s nervous about this tech retailer. 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, David Faber and Sara Eisen discussed the latest for stocks as the S&P heads for a down week. Sara broke down the latest on the retail front – after new data showed U.S. Retail Sales rose for the month of October – and discussed the road ahead for Tapestry in an exclusive with the company’s CEO. Also in focus: Elon Musk’s Elections Scorecard, a big jump in Uranium stocks, Trump’s latest cabinet picks, and key takeaways from a slew of new 13F reports. Squawk on the Street Disclaimer

Carl Quintanilla, Jim Cramer and David Faber engaged in a wide-ranging discussion about the Trump transition -- including the President-elect's choice of Robert F. Kennedy Jr. to become Health and Human Services secretary, news which sent shares of vaccine makers sharply lower. Also in focus: Stocks extend Thursday's losses on Fed Chair Powell's rate cut comments, a "Faber Report" on Elon Musk's xAI raising as much as $6 billion in fresh capital, tech earnings from Alibaba to Applied Materials, Warren Buffett's Berkshire Hathaway discloses its stake in Domino's Pizza, a special visit from the chairman of a company whose stock is up 150% this year. Squawk on the Street Disclaimer

Carl Quintanilla and Sara Eisen – alongside David Faber, live from Liberty Media’s media day – broke down the results boosting Disney shares alongside this morning’s latest inflation and jobs data. Sara and Carl also hit the latest for Tapestry & Capri, as they call off their mega-merger. Also in focus: exclusives with Liberty Media’s Chairman John Malone on the many changes coming to the company and the media landscape, plus a deep dive with outgoing CEO Greg Maffei on his next ventures. Squawk on the Street Disclaimer

Carl Quintanilla, Jim Cramer and David Faber led off the show with Disney shares surging on better-than-expected Q4 results and guidance. What's ahead for the company's streaming strategy? David interviewed Liberty Media Chairman John Malone -- the cable pioneer who will soon become the company's Interim CEO. At Liberty Media Investor Day, David spoke exclusively with Charter Communications CEO Chris Winfrey about the company's all-stock deal to acquire Liberty Broadband. Also in focus: Cisco's earnings beat, the post-election rally stalls, "China effect" on the markets, Delivering Alpha highlights -- from AI-generated video featuring David and Andrew Ross Sorkin, to Ben Affleck on linear as a "tremendous opportunity." Squawk on the Street Disclaimer

Carl Quintanilla, Sara Eisen and David Faber began the hour with the markets, a day after the S&P and Nasdaq broke a 5-day win streak. Later in the hour, Eunice Yoon joined live from Beijing looking at the impact of President-elect Trump’s proposed China tariffs. Also in focus: the desk discussed the spike in Dogecoin following news that Elon Musk would join the new Trump administration, and ‘Heartbreak Is the National Anthem’ author Rob Sheffield joined the set at Post 9 to discuss the economic impact of Taylor Swift. Squawk on the Street Disclaimer

Cramer thinks this Club holding will benefit if mortgage rates fall. 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

One day after the post-election rally took a detour, Carl Quintanilla, Jim Cramer and David Faber discussed market reaction to inflation data -- a slight increase in October CPI year-over-year. Lots of news involving  Formula 1 owner Liberty Media: Greg Maffei is stepping down as CEO at the end of this year and will be succeeded by chairman John Malone on an interim basis. Liberty is spinning off most of its assets and Charter Communication agreed to acquire Liberty Broadband in an all-stock deal. Also in focus: The Trump transition and Elon Musk's role in a new "Department of Government Efficiency," Nvidia and Softbank forge an AI partnership, Volkswagen's $5.8 billion investment in EV maker Rivian. Squawk on the Street Disclaimer

Cramer sees an opportunity to buy more of this home improvement 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

Carl Quintanilla, David Faber and Sara Eisen discussed the latest for stocks after the S&P 500 passed 6k for the first time, and Bitcoin staged a historic rally to new all-time highs. Also in focus: Exclusive comments from Home Depot’s CFO after fresh numbers there; Why one $26 billion dollar asset manager says to bet on healthcare here; The latest from West Palm Beach as Trump’s transition makes headlines; And a deep dive into Meta and Honeywell, two stocks targeted by activist investors today. Squawk on the Street Disclaimer

Carl Quintanilla, Jim Cramer and David Faber stayed on top of the record-setting post-election rally.The anchors also reacted to activist investor Elliott Management taking a $5 billion stake in Honeywell, sending shares of the Dow component up sharply. Shopify President Harley Finkelstein joined the program to discuss his company's better-than-expected results, which sparked a 20% surge in its stock. Also in focus: Home Depot's earnings beat and view on the consumer, Trump transition update, all things Tesla. Squawk on the Street Disclaimer

Carl Quintanilla, David Faber and Sara Eisen discussed the latest for stocks after the S&P 500 hit its 50th all-time high of the year. Can the rally continue? CFRA’s Sam Stovall brought the team his predictions, while one business leader projected more M&A activity ahead. Also in focus: Bitcoin all-time highs, rent vacancies falling for the first time in 2 years, and a deep-dive on one outperforming sector on the year: the airlines. Squawk on the Street Disclaimer

Carl Quintanilla, David Faber and Sara Eisen discussed the post-election rally gaining steam. Major stock indices and bitcoin setting new all-time highs. The anchors explored "Trump trade" winners including Tesla: Shares of the EV Maker extended their nearly 30% gain from last week, thanks to Elon Musk's connection with the President-elect. Also in focus: What Citi CEO Jane Fraser told Sara about regulation under a new Trump administration, Wall Street calls on Nvidia, Trump vs. Fed Chair Powell, the post-election windfall for CEOs of mega-cap companies, honoring our veterans. Squawk on the Street Disclaimer

Jim and Jeff explain why The Club is selling this industrial 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

Carl Quintanilla and David Faber – alongside Sara Eisen, live from Pebble Beach, California this morning – broke down another morning of record highs for stocks following the Fed’s decision to cut rates. Also in focus: big gains for tech stocks this week, with Sara exclusively interviewing the CEOs of Citi and IBM in the hour. Squawk on the Street Disclaimer

Carl Quintanilla, Jim Cramer and David Faber explored why China's new $1.4 trillion stimulus package disappointed investors, sending Chinese stock markets and shares of Alibaba, PDD and JD.com lower. EVs also in the spotlight: Data show Tesla's post-election rally boosted Elon Musk's net worth to $290 billion. The anchors also reacted to quarterly results from Rivian and Lucid. Also in focus: New record highs for the Dow and S&P 500 one day after the Fed's rate cut, Nvidia's Dow debut and milestone $3.6 trillion valuation, earnings winners and losers, Wall Street players looking to influence the incoming Trump Administration. Squawk on the Street Disclaimer

The Club is buying this asset manager as bank stocks soar. 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, Sara Eisen, and David Faber – alongside Jim Cramer at the top of the hour – broke down the latest for stocks ahead of another Fed decision on rates. The CEOs of Arm and Zillow joined the team to exclusively talk results and their outlook for 2025. Also in focus: recession odds according to CNBC’s latest Fed Survey, plus deep dives into the numbers giving Ralph Lauren and Warner Brothers shares a boost. Squawk on the Street Disclaimer

Carl Quintanilla, Jim Cramer and David Faber discussed stocks extending gains from Wednesday's historic rally, which saw the Dow surge by more than 1,500 points – and the S&P 500 achieve its best post-election day performance ever. The anchors also reacted to chip sector earnings from Qualcomm and Arm Holdings. Also in focus: Tech CEOs congratulate President-elect Trump and prepare to deal with his upcoming administration, why BofA raised its price target on Tesla, Elon Musk features David in an X (formerly Twitter) post, quarterly results send shares of Warner Bros. Discovery, Under Armour and Zillow soaring. Squawk on the Street Disclaimer

Jim and Jeff discuss stock winners with Trump’s victory and how to play those 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

Carl Quintanilla, Sara Eisen and David Faber broke down the massive rally in stocks following President Elect Trump’s victory. The Dow, S&P and Nasdaq all notched new record highs, with the financial sector leading the way. The desk also spoke to Wedbush analyst Dan Ives as Tesla shares also surged, as investors bet that a Trump victory would benefit major backer and Tesla CEO Elon Musk. Squawk on the Street Disclaimer

Carl Quintanilla, Jim Cramer and David Faber discussed what to make of stocks surging to record highs, sparked by President-elect Donald Trump's election victory over Vice President Kamala Harris. The Dow soared into 1,000-point territory for its best day in two years. The anchors explored the "Trump trade" winners from Elon Musk's Tesla to the big banks. Post-election stock losers were part of the discussion. Also in focus: M&A and regulatory scenarios under a new Trump administration, More woes for Super Micro, CVS Health surges, the rally in Trump Media shares rolls on. Squawk on the Street Disclaimer

It’s finally election day – and Carl Quintanilla, Sara Eisen and David Faber are breaking down market predictions under either presidency for energy, technology, autos, and more. Also in focus: the housing affordability problem facing battleground states; why the wealthy are leaving the U.S. at record levels; and the latest as Boeing workers end their strike. Squawk on the Street Disclaimer

Jim and Jeff break down the earnings beat of this chemical maker. 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

Election Day is finally here! Carl Quintanilla, Jim Cramer and David Faber discussed the markets bracing for results of the presidential election -- as polls show a neck and neck race between Vice President Harris and former President Trump. Cramer explains what the election outcome could mean for certain stocks. The anchors also reacted to shares of Palantir soaring on upbeat results and guidance. The company’s CEO Alex Karp cites "unrelenting AI demand." Also in focus: Dollar Tree CEO steps down, Boeing union votes to end strike, fast food and the earnings parade, remembering Home Depot co-founder Bernie Marcus. Squawk on the Street Disclaimer

Carl Quintanilla, Sara Eisen and David Faber discussed the latest for stocks as markets kick off a make-or-break week: with an election, a FOMC meeting and results out of 1/5 of the S&P 500 ahead. Also in focus: regulators blocked Amazon’s nuclear power agreement with Vistra, bringing down stocks across the sector; plus: a deep dive on the new names joining the Dow 30 (Sherwin Williams & Nvidia). Squawk on the Street Disclaimer

Carl Quintanilla, Jim Cramer and David Faber explored what's at stake for the markets with one day to go before Election Day -- and ahead of this week's Fed decision on interest rates. The future for Chinese stimulus also in the mix. The anchors discussed Nvidia and Sherwin-Williams being added to the Dow, replacing Intel and Dow, Inc. effective Friday. Hear what Cramer said about investing in Intel. Also in focus: Warren Buffett's Berkshire Hathaway boosts its cash hoard to $325 billion and unloads more of its stake in Apple, Tesla falls on China EV sales data, "Faber Report" on a federal regulator's rejection of a data center agreement involving Amazon -- plus the stocks taking a hit on that news. Squawk on the Street Disclaimer

Carl Quintanilla and Leslie Picker broke down the latest results out of big tech – namely Apple and Amazon. Are concerns over holiday iPhone demand overblown? Wedbush’s Dan Ives defended his bullish thesis as Apple shares underperformed. Headed in the opposite direction? Amazon – the stock gaining after at least 10 firms raised their price targets on the name following strong earnings; SOTS broke down the numbers with one analyst forecasting more gains ahead. Also in focus: A noisy October Jobs Report; Boeing’s newest labor proposal for striking workers; Financials’ October rally Squawk on the Street Disclaimer

Carl Quintanilla and Jim Cramer delivered a breakdown of quarterly results from Apple and Amazon, plus how investors should view the post-earnings moves of both stocks. Chevron Chairman & CEO Mike Wirth joined the program to discuss what drove the energy giant's better-than-expected Q3 numbers. Also in focus: October job creation comes in at 12,000 non-farm payrolls -- well below forecasts, stocks off to a fast start in November, Boeing and union leaders reach a new tentative labor deal, Intel surges, former President Trump uses violent language to attack former Rep. Liz Cheney. Squawk on the Street Disclaimer

Jim Cramer and Jeff Marks discuss the share moves in this mega-cap tech 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

Scott Wapner, Leslie Picker, and Michael Santoli discussed more big tech results – this time out of Microsoft and Meta – and got the playbook for Apple earnings with a live read from Cupertino. Also in focus: Comcast makes headlines with a potential spin off of its cable assets; Booking Holdings’ CEO Glenn Fogel on strong consumer demand; plus the breakdown of big moves in pandemic darlings Peloton and Robinhood Squawk on the Street Disclaimer

Jim Cramer and Scott Wapner covered the bases on the "Magnificent 7" earnings front: Meta and Microsoft shares under pressure as guidance related to AI overshadowed better-than-expected profits and revenue. The anchors also discussed what to expect from Apple and Amazon earnings due out after Thursday's close of trading. David Faber called in with analysis of breaking news from Comcast: The company said it is considering spinning out its cable networks as a separate entity. Also in focus: What Starbucks' new CEO Brian Niccol told CNBC about his turnaround plan after the company's results missed Wall Street estimates, Earnings winners and losers including Uber and DoorDash, Super Micro shares continue to collapse. Comcast is the parent of NBCUniversal, of which CNBC is a unit. Squawk on the Street Disclaimer

Jim and Jeff discuss the earnings report from this semiconductor 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

Carl Quintanilla and David Faber began the hour by breaking down the biggest earnings movers including Alphabet, Eli Lilly and Caterpillar. The desk also hit Super Micro; shares of the stock plunged after the company’s auditor E&Y resigned. Later in the hour, Sara Eisen joined the show live from Saudi Arabia, for an exclusive interview with Bridgewater founder Ray Dalio. Squawk on the Street Disclaimer

Carl Quintanilla, Jim Cramer and David Faber discussed what investors should make of a slew of earnings reports: Eli Lilly shares tumbled on Q3 results that missed expectations, as sales of the company's popular diabetes and weight-loss drugs disappointed Wall Street. Alphabet up sharply on a blowout quarter, thanks to the cloud and AI. AMD CEO Lisa Su joined the program to discuss the company's Q3 results, guidance and AI strategy. Also in focus: The reason behind the 30% plunge in Super Micro shares, Caterpillar misses, Reddit soars to a record high after swinging to a surprise profit, a preview of after-the-bell earnings from Microsoft and Meta. Squawk on the Street Disclaimer

Cramer says buy this toolmaker’s stock after a downgrade. 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, Melissa Lee and David Faber discussed the latest headlines on another busy morning of results out of McDonald’s, Pfizer, Ford and more – plus, the playbook for Alphabet results after the bell today. Also in focus: a read from ground at the FII’s 8th annual conference - aka ‘Davos in the Desert’ – on the heels of a blockbuster panel from our Sara Eisen with 12 of the world’s biggest financial CEOs (Goldman’s Solomon and Citi’s Fraser among them), plus a deep dive on the sector with the street’s #1 analyst in the space. Squawk on the Street Disclaimer

Carl Quintanilla, Jim Cramer and David Faber led off the show with results from Dow components McDonald's and Pfizer. The anchors reacted to what McDonald's CEO had to say on the company’s earnings call about the E. coli outbreak. They also discussed what's ahead for Pfizer on the activist front. The U.S. election in focus as China reportedly considers issuance of $1.4 trillion in extra debt. Also in the mix: Earnings winners and losers as Ford slumps on guidance, Trump Media shares have more than tripled month-to-date, Boeing share sale raises $21 billion. Squawk on the Street Disclaimer

Jim and Jeff discuss their disappointment in this mega-cap tech 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

Carl Quintanilla, Deirdre Bosa and David Faber discussed the latest headlines surrounding the Magnificent 7 names – ahead of results out of Alphabet, Meta, Amazon, Apple, and Microsoft. Also in focus: the latest on the elections front, including CNBC’s proprietary data around undecided voters and the possible impact for chip stocks; plus, a capital raise at Boeing sending shares lower. Squawk on the Street Disclaimer

With the Nasdaq in the midst of a seven-week win streak, Carl Quintanilla, Jim Cramer and David Faber explored what to expect as we enter the busiest week of earnings season -- including results from five of the "Magnificent 7." Boeing announced a $19 billion capital raise in wake of the jet maker's safety issues and machinists' strike. The anchors discussed shares of Trump Media extending Friday's big gains, plus reaction to former President Trump's Sunday rally at New York's Madison Square Garden -- where Elon Musk stated his case for cutting $2 trillion from the federal budget. Also in focus: Oil prices tumble, Delta sues CrowdStrike, McDonald's says it will resume selling the Quarter Pounder after its beef supply was cleared in an E. coli investigation, the staggering post-IPO returns from Home Depot. Squawk on the Street Disclaimer

Carl Quintanilla, Sara Eisen and David Faber discussed the latest on the earnings front as the Nasdaq hits fresh all-time highs – and Tesla sees its best weekly performance since 2013. CEO Elon Musk making headlines after the stock move boosted his wealth by billions – but a new Journal report detailing the billionaire’s close relationship with Russian President Putin also a key focus for investors this morning. Sara and David broke down the road ahead for Tapestry and Capri, after their retail mega-merger was blocked by a federal judge. Plus: CNBC’s latest read on the election, from how consumers are feeling about the economics of a Trump or Harris presidency, to a fresh read from the ground in the battleground of Kenosha, Wisconsin.

Carl Quintanilla, Jim Cramer and David Faber discussed Tesla coming off its biggest one-day gain in more than a decade -- boosting CEO Elon Musk's position as the world's wealthiest person. What's next for the stock? The anchors also reacted to The Wall Street Journal reporting Musk has been in regular contact with Russian President Vladimir Putin since late 2022. Also in focus: Capri Holdings shares plummet after a federal judge blocks the company’s planned merger with Coach parent Tapestry, Apple hit with a rare Wall Street downgrade to "underweight," Alphabet's driverless car unit Waymo closes a $5.6 billion funding round, Cramer's take on investing in Intel. Squawk on the Street Disclaimer

Carl Quintanilla, Sara Eisen and David Faber discussed the latest out of names like Tesla, UPS, IBM and more on the heels of another busy morning for earnings. Plus – a look at the growing trend of so-called “election uncertainty” and how it’s impacting consumers and industries across the U.S.; an exclusive with the CEO of ServiceNow as they bet big on GenAI; the results of CNBC’s All-America Survey; and the latest from the airlines after activist news at Southwest and more negative headlines for Boeing. Squawk on the Street Disclaimer

Carl Quintanilla, Jim Cramer and David Faber led off the show with a unique focus on energy, featuring Jim in the Gulf of Mexico on Chevron's "Anchor" platform. The company's CEO Mike Wirth made a cameo appearance ahead of Cramer's interview with him Thursday night on "Mad Money." The anchors engaged in a wide-ranging discussion about Tesla shares surging on Q3 results and CEO Elon Musk's vehicle sales forecast. Southwest Airlines CEO Bob Jordan joined the program exclusively. He discussed the company's agreement with activist investor Elliott to add six directors to the carrier's board. Also in focus: Boeing's machinists union votes to reject the jet maker's latest contract offer, earnings winners and losers. Squawk on the Street Disclaimer

Jim and Jeff discuss the rough earnings estimates for this food retail 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

Carl Quintanilla, Sara Eisen and David Faber began the hour with an exclusive interview with Coca-Cola CEO James Quincey, where they discussed the company’s quarterly results, the state of the consumer and how the 2024 election will impact prices. Staying with the consumer space, the desk broke down the prelim results out of Starbucks and the E. coli outbreak linked to McDonald’s. Also in the mix: The anchors highlighted Boeing’s latest quarter, with new CEO Kelly Ortberg saying the company is setting its sights on a ‘leaner’ future following a quarterly loss of more than $6 billion. Squawk on the Street Disclaimer

Carl Quintanilla, Jim Cramer and David Faber discussed big stories on the food front: McDonald's shares down sharply after the CDC linked an E. coli outbreak to the company's Quarter Pounder hamburgers. Starbuck shares also under pressure after the coffee chain suspended guidance for fiscal 2025 and announced preliminary Q4 results that disappointed Wall Street. Boeing CEO Kelly Ortberg joined the program to talk about his turnaround plans for the jet maker -- after it posted a $6 billion loss in Q3, ahead of Wednesday's key union workers' vote on a wage deal that could end a weeks-long strike. Also in focus: Earnings from the likes of AT&T and Coca-Cola, Arm to cancel Qualcomm's chip design license, Jim tees up something special he has in store for Thursday. Squawk on the Street Disclaimer

Carl Quintanilla, Sara Eisen and David Faber discussed the latest on the earnings front as the street gets report cards out of key names like General Motors, GE Aerospace, Verizon, 3M and more. Also in focus: Nike’s NBA deal, why Starboard’s Jeff Smith is taking on Pfizer, and Big Tech’s growing bets on nuclear energy. Squawk on the Street Disclaimer

Jim and Jeff discuss Danaher beating Wall Street estimates for third-quarter profit and a solid start to earnings season. 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 explored market reaction to a slew of earnings reports, including results from Verizon, 3M, GE Aerospace and General Motors. In a CNBC Exclusive, David interviewed Starboard Value CEO Jeff Smith at the 13D Monitor Active-Passive Investor Summit. They discussed the activist investor's push for changes at Pfizer and Kenvue. With Election Day just two weeks away, The anchors reacted to what legendary investor Paul Tudor Jones and BlackRock CEO Larry Fink are saying about the race for the White House. Also in focus: Apple-Nvidia market cap battle. Squawk on the Street Disclaimer

Carl Quintanilla, Leslie Picker and David Faber discussed the market rally alongside Goldman’s new call for slowing growth on the S&P – plus a slew of activist news at Southwest and consumer goods giant Kenvue. Also in focus: Disney’s succession news, a potential labor deal at Boeing, and a deep dive into one swing state county less than 2 weeks from the election. Squawk on the Street Disclaimer

Carl Quintanilla, Jim Cramer and David Faber discussed the markets' record run and six-week win streak as earnings season heats up: Results from the likes of Tesla, Coca-Cola, Verizon and General Motors due out this week. Shares of Boeing jumped after the jet maker and its machinists union reached a tentative agreement that could end a five-week strike. Lots of activism investor developments surrounding Johnson & Johnson spin-off Kenvue, Southwest and CVS Health. Also in focus: Former Morgan Stanley CEO James Gorman to replace Mark Parker as Disney's Chairman in January, all things Apple -- from street analyst calls to what CEO Tim Cook told The Wall Street Journal about Apple Intelligence. Squawk on the Street Disclaimer

Jim and Jeff discuss the positive news around this mega-cap 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

Carl Quintanilla and Sara Eisen discussed another morning of big earnings from Netflix, CVS and more. Also in focus: Apple iPhone demand in China, crypto’s impact on one swing-state race, and Oppenheimer’s top sectors to buy on here. Squawk on the Street Disclaimer

Carl Quintanilla and Jim Cramer led off the show with CVS Health shares tumbling after the company replaced CEO Karen Lynch with long-time executive David Joyner – and cut guidance in wake of rising medical costs. The anchors also discussed Netflix shares surging on better-than-expected third-quarter results and the addition of 5.1 million subscribers. Also in focus: Market reaction to results from American Express and Procter & Gamble, Apple jumps on a bullish report about iPhone 16 sales in China, AWS CEO’s message to employees who don’t want to return to the office, "Not a great company" -- find out which one Cramer is talking about. Squawk on the Street Disclaimer

Jim and Jeff discuss September’s retail sales and the moves in the semiconductor space. 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, Sara Eisen and David Faber discussed a big morning of earnings and economic data - from retail sales to jobless claims – plus what it all means for the consumer. Also in focus: the European Central Bank cuts rates, Taiwan Semiconductor CEO calls out ‘insane’ chip demand, and the latest from Beijing on the heels of new stimulus. Squawk on the Street Disclaimer

Carl Quintanilla, Jim Cramer and David Faber discussed a record-setting day for stocks: The Dow and S&P 500each hitting fresh all-time highs. The chip sector boosted by Taiwan Semiconductor, as AI demand fueled the company's better-than-expected quarterly results and guidance. Also in focus: Countdown to Netflix's quarterly results due out after Thursday's close of trading, shares of Lucid and Elevance Health tumble, Uber reportedly explored a takeover bid for Expedia, September retail sales beat forecasts. Squawk on the Street Disclaimer

Carl Quintanilla, Sara Eisen and David Faber discussed the latest on the earnings front as a number of consumer names (United Airlines, Adidas, LVMH) and banking stocks (Morgan Stanley, First Horizon & more) report fresh results. Also in focus: Musk’s big bet on a Trump 2nd term, a “condo crisis” in South Florida, and why Stifel is warning of a possible pullback ahead. Squawk on the Street Disclaimer

Carl Quintanilla, Jim Cramer and David Faber started the show by breaking down the quarterly results out of Morgan Stanley. Shares of the big bank soared to new record highs, after topping estimates on better-than-expected wealth management, trading and banking results. A similar picture for United Airlines after the company posted an earnings beat and announced it will buy back $1.5 billion worth of shares, which gave the stock a boost. The desk also hit Amazon, the latest tech company to join the nuclear energy craze. Amazon Web Services announced that it is investing over $500 million in nuclear power, including three projects from Virginia to Washington State. After the opening bells, the anchors also hit the weak results out of LVMH, which suffered slumping sales in China. Squawk on the Street Disclaimer

Jim and Jeff explain why they bought the dip in this semiconductor 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

Carl Quintanilla, Sara Eisen and David Faber discussed the latest on the earnings front as a number of big banks (Goldman Sachs, Bank of America, Citi) and healthcare names (J&J, United Health, Walgreens Boots) report fresh results. Also in focus: Apple all-time highs, Boeing shores up its balance sheet, Tesla's Optimus robot controversy Squawk on the Street Disclaimer

Carl Quintanilla, Jim Cramer and David Faber hit the bank earnings off the top of the show, and broke down the results out of Goldman, Bank of America and Citigroup. All 3 of the big banks topped earnings and revenue estimates. The anchors also hit some of the other big earnings movers, including UnitedHealth and Johnson & Johnson. Before the opening bells, the desk also discussed Nvidia notching another record close, gaining on Apple’s crown as the world’s most valuable company. Another big mover unrelated to earnings results was Boeing, with the company saying it could raise as much as $25 billion in shares or debt over 3 years, in hopes to increase liquidity. Squawk on the Street Disclaimer

Carl Quintanilla, Sara Eisen and David Faber discussed the 2-year anniversary of the bull market – and whether there’s more room to run here. Also in focus: Day 1 for new Nike CEO Elliott Hill, Nvidia shares near record highs, and a look at one part of Wall Street using AI to get an edge. Squawk on the Street Disclaimer

Carl Quintanilla, Jim Cramer and David Faber started the show by looking at bull market turning 2-years old, with the S&P up more than 60% in that time period. The biggest S&P gainers during this 2-year run include Nvidia, Super Micro and Vistra. The desk also turned to Southwest Airlines, after activist investor Elliott formally called for a special meeting, marking the activist’s first U.S. proxy fight since 2017. Elliott has an 11% stake in the carrier and is seeking the ouster of CEO Bob Jordan. Other topics in the hour included day 1 for new Nike CEO Elliott Hill, Morgan Stanley downgrading Caterpillar to ‘underweight’, and Boeing announcing plans to cut 10% of its global workforce. Squawk on the Street Disclaimer

Carl Quintanilla, Jim Cramer and David Faber began the show with big banks kicking off earnings season: What to make of quarterly results from JPMorgan Chase and Wells Fargo. BlackRock Chairman & CEO Larry Fink joined the anchors at Post 9 for a wide-ranging "First on CNBC" interview -- discussing everything from the company's earnings and record assets to AI, the markets and the upcoming election. Also in focus: Tesla shares take a hit after the company's long-awaited robotaxi event Thursday night, where Elon Musk unveiled the autonomous "Cybercab." The anchors discussed Wall Street analysts’ reaction, as well as Tesla showcasing its "Optimus" robots. Squawk on the Street Disclaimer

Jim and Jeff discuss the latest CPI data for September putting the annual inflation rate at 2.4%. 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 led off the show with market reaction to inflation data: The September Consumer Price Index came in slightly hotter than expected, one day after the Dow and S&P 500 hit record closing highs. Hurricane Milton causes catastrophic damage: A report from on the ground in Florida. Also in focus: New developments involving activist investor Starboard Value's push for changes at Pfizer, Delta's earnings miss, countdown to Elon Musk'sTesla Robotaxi event, David celebrates the Mets eliminating the Phillies from the playoffs. Squawk on the Street Disclaimer

Honeywell chairman and CEO, Vimal Kapur, joins ‘Squawk on the Street’ to discuss the ‘radical’ move to reinvent Honeywell, the company’s energy transition, and much more.

Carl Quintanilla, Jim Cramer and David Faber led off the show with big news on the antitrust front: The Justice Department says it is mulling a breakup of Google. The anchors explored what's at stake for big tech and reacted to Google's response to the DOJ. Carl, Jim and David also discussed the tech sector coming off its best day in nearly three weeks. Also in focus: Florida braces for Hurricane Milton, Piper Sandler's teen survey and what it says about certain companies, Dallas Fed President Logan calls for gradual rate cuts, the net worth of Nvidia CEO Jensen Huang exceeds Intel's market cap, the Boeing strike continues as contract talks collapse. Squawk on the Street Disclaimer

Jim and Jeff discuss the reason they decided to sell this consumer stock. They also talk about the moves in this conglomerate 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

Carl Quintanilla, Jim Cramer and David Faber discussed markets looking to rebound one day after the worst session for the Dow and S&P 500 in a month. Mainland China markets rose to 2-year highs before paring some gains in their first trading session since the "Golden Week" holiday, but Hong Kong's Hang Seng tumbled on the lack of additional stimulus measures out of Beijing. Also in focus: Hurricane Milton update plus Disney and insurers, Nvidia surpasses Microsoft to become the world's second-most valuable company, Roblox responds to Hindenburg Research taking a short position in the stock. Squawk on the Street Disclaimer

Brad Lightcap, OpenAI COO, joins CNBC's David Faber to discuss the company’s relationship with Apple, how OpenAI benefits economically from this partnership, and much more.

Jim and Jeff discuss rising rates and higher oil prices. 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