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Squawk on the Street

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4 snips
May 29, 2025 • 3min

Cramer's Morning Take: Nvidia 5/29/25

Discover the latest earnings report from a leading AI chip giant and its massive implications for the market. Emphasis is placed on the skyrocketing demand for AI technology, along with a comparison of its performance against a major competitor. The conversation also delves into the geopolitical ramifications of utilizing AI chips in today's tech landscape.
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10 snips
May 29, 2025 • 43min

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

Megan Cassella, a trade and tariffs reporter, teams up with Jeremy Siegel, Professor Emeritus of Finance at Wharton, to explore the ripple effects of a court ruling that blocks many of Trump's tariffs. They discuss the implications for consumer prices and the stock market, highlighting a tech rally led by Nvidia's promising AI prospects. As the duo breaks down GDP concerns and housing market trends, they also touch on Boeing's recovery strategies and the evolving landscape of American economic policies.
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May 29, 2025 • 42min

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

A federal trade court's ruling halts President Trump's tariffs, sparking lively market reactions. Nvidia sees a share surge following impressive earnings and insights from CEO Jensen Huang about China. The emerging concept of the 'Taco trade' highlights the interplay of tariffs and trading strategies. Meanwhile, Elon Musk's departure from the Trump Administration raises eyebrows. Salesforce faces challenges despite a strong quarter, as market sentiments shift with turbulence in the corporate landscape.
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May 28, 2025 • 4min

Cramer's Morning Take: Broadcom 5/28/25

Cramer shares insights on why the Investing Club reduced its stake in a prominent chipmaker. The discussion dives into the recent market rally and emphasizes strategic trading and risk management amid geopolitical uncertainties. There's a spotlight on a tech giant poised for growth with rising demand for AI accelerators. The hosts also cover exciting developments such as new client contracts and anticipated earnings reports, while linking these trends to the global tech landscape.
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6 snips
May 28, 2025 • 43min

SOTS 2nd Hour: Countdown to Nvidia, AI Biotech Picks, and A Retail Wrap-Up: Key Takeaways From Results 5/28/25

Jim O’Neill, former Chairman of Goldman Sachs Asset Management, shares insights on the potential impacts of Trump's policies on the U.S. dollar's dominance. Dan Ives from Wedbush discusses the implications of Nvidia's earnings on the tech sector, while Michael Yee from Jeffries highlights top biotech picks poised to benefit from AI innovations. They examine retail resilience in a fluctuating market, unpack tariffs and their surprising effect on Apple, and explore the shifting investment strategies of family offices towards AI-driven stocks.
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May 28, 2025 • 43min

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

The hosts dive into Nvidia's anticipated earnings, exploring how AI advancements fuel demand for computational power and the potential job market shifts. They discuss President Trump's plans to take Fannie Mae and Freddie Mac public, weighing impacts on the mortgage market. Rising mortgage rates and the Fed's cautious stance draw attention, alongside Honeywell's strategic shifts and technology's evolving role. Insights on data center construction's influence on GDP round out the conversation, leaving listeners pondering the future of tech and finance.
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May 27, 2025 • 3min

Cramer's Morning Take: Salesforce 5/27/25

A bold move by Salesforce is the talk of the town, as the company makes an $8 billion acquisition of Informatica to enhance its cybersecurity capabilities. Market trends are scrutinized, with insights drawn from NVIDIA's earnings and CrowdStrike's performance. The discussion dives deep into how these strategies might reshape the tech landscape and influence future investments.
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10 snips
May 27, 2025 • 42min

SOTS 2nd Hour: Tariff Whiplash, Nvidia Expectations, and Musk’s “24/7” Promise 5/27/25

Leslie Picker, a CNBC reporter specializing in banking and finance, discusses the impact of President Trump's delayed tariff plans on the stock market. She highlights how companies are adapting to rising tariffs and the strategic moves needed to navigate trade complexities. Picker also dives into Nvidia's promising earnings outlook and the slow adoption of AI in banking, emphasizing the pressing need for workforce upskilling. Plus, the panel shares insights on the blockbuster Memorial Day weekend, revealing trends in the film industry and audience engagement.
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15 snips
May 27, 2025 • 43min

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

The podcast kicks off with stocks rallying as Trump postpones hefty tariffs on the EU. Elon Musk is in the spotlight with Tesla's sales plummeting in Europe, while he vows to focus on his ventures. Salesforce's bold $8 billion acquisition of Informatica reflects the growing influence of AI in the market. Insights on how global trade shifts affect tech giants like Apple and NVIDIA add depth. Plus, there's a look at the recent surge of CoreWeave's IPO amid market fluctuations, highlighting a dynamic landscape of opportunities.
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May 23, 2025 • 43min

SOTS 2nd Hour: Tariff Turmoil: EU & Apple Impacts, Plus: Apollo’s Torsten Slok 5/23/25

Join Torsten Slok, Chief Economist at Apollo Global Management, known for his insightful economic analysis, and CNBC correspondent Silvana Hajj-Mojica as they dissect the latest tariff tensions between the US and EU. They discuss Apple's significant market cap drop and the economic ramifications, including the potential for a slowdown in job growth. The duo also explores the surge in nuclear stocks and the implications of a new executive order, alongside the evolving landscape of tech valuations in the wake of the AI bubble.

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