Squawk on the Street

CNBC
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6 snips
Oct 27, 2025 • 2min

Cramer's Morning Take: Qualcomm 10/27/25

Jim Cramer delivers a bold warning for Qualcomm shareholders: sell now! He discusses the impact of a recent chip announcement that led to an incredible 32% stock surge, emphasizing the need to act swiftly. The conversation flows with insights into market headlines and investment strategies, urging listeners to stay informed. Cramer's candid approach keeps the discussion lively as he navigates the fluctuations and risks of the stock market.
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8 snips
Oct 27, 2025 • 42min

SOTS 2nd Hour: Qualcomm News, A Possible Trade Truce, & The Case Against AI Super-Intelligence 10/27/25

Stuart Russell, a UC Berkeley professor and director at the Center for Human Compatible AI, raises critical concerns about the dangers of superintelligent AI. He discusses the risks associated with security threats and human extinction, emphasizing the opacity of AI models and potential self-preservation behaviors. Russell advocates for urgent regulations and an international body to oversee AI development, aiming to mitigate existential risks. The conversation highlights the importance of addressing these issues before it’s too late.
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18 snips
Oct 27, 2025 • 43min

U.S.-China Trade Deal Hopes Propel Stocks to All-Time Highs 10/27/25

Major stock indices hit record highs driven by optimism over a U.S.-China trade framework. The hosts delve into potential agreements involving soybeans and TikTok, and debate export sales to China, especially concerning NVIDIA. M&A activity is buzzing with Novartis' significant acquisition and key merger discussions in the utilities sector. They also explore the implications of AI on corporate efficiency and preview earnings from big tech players. Additionally, the conversation touches on Berkshire Hathaway's performance and exciting developments with Taylor Sheridan moving to NBCUniversal.
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Oct 24, 2025 • 3min

Cramer's Morning Take: GE Vernova 10/24/25

Jim Cramer highlights why GE Vernova is primed for significant growth, likening its trajectory to other successful stocks. Discussions center on post-earnings consolidation and momentum, showcasing strong quarterly results. The tone from the recent conference call boosts confidence, as Cramer shares insights that reinforce his positive outlook on the stock. Tune in for a candid analysis of market dynamics and stock potential!
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Oct 24, 2025 • 45min

SOTS 2nd Hour: Goldman's Chief U.S. Economist, Ford Takeaways, & New Consumer Data 10/24/25

Chase Lockmiller, Co-founder and CEO of Crusoe, discusses their recent $10B+ funding round and the company’s innovative energy-first approach to AI infrastructure. He delves into the significance of building data centers that prioritize sustainability. The conversation also touches on the demand for diverse chip generations and how this expansion aims to support the growing AI market. Lockmiller's insights on balancing energy needs with tech growth highlight the evolving landscape of digital infrastructure.
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16 snips
Oct 24, 2025 • 42min

Inflation Data Rally, Trump Ditches Canada Talks, Intel Jumps on Q3 Results 10/24/25

The discussion dives into the recent drop in inflation and its impact on the stock market. President Trump's abrupt cancellation of talks with Canada due to an ad featuring Reagan raises eyebrows. Intel's stock skyrockets after a strong quarterly report, buoyed by the government’s stake. Retail turmoil looms as Target announces significant layoffs. Also examined are trends in the automotive sector, shifts in gold demand, and the surprising resilience of Boston Beer in a struggling market.
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10 snips
Oct 23, 2025 • 4min

Cramer's Morning Take: Honeywell 10/23/25

Jeff Marks, co-host of CNBC Investing Club, joins to delve into Honeywell's latest strong performance and optimistic outlook. They highlight the anticipated Solstice spinoff, predicting it will reveal substantial hidden value for shareholders. Jeff emphasizes his strategy to hold onto Honeywell shares, believing that focused companies can enhance their research and development efforts. Tune in for deep insights into market dynamics and investment strategies!
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4 snips
Oct 23, 2025 • 44min

SOTS 2nd Hour: Tesla In Reverse, IMAX CEO, & Counselor To The Treasury Secretary Talks Deficit Concerns 10/23/25

Diana Oleg, a housing market reporter, dives into September's home sales and inventory trends, highlighting first-time buyers and median price changes. Joe LaVorgna, Counselor to the Treasury Secretary, discusses fresh Treasury analysis on the federal deficit and the potential for increased tariff revenues. They also explore the implications of Tesla's recent performance, contrasting strong revenue growth with falling share prices. The IMAX CEO shares insights on a record-breaking quarter, adding another layer to the market's vibrant discussion.
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18 snips
Oct 23, 2025 • 45min

Tesla's earnings miss, Southwest and CrowdStrike CEOs, T-Mobile's Incoming CEO 10/23/25

Tesla faces scrutiny after missing earnings despite record revenue, with discussions on Musk's ambitious $1 trillion pay package and focus on AI-driven robots. Southwest Airlines surprises with profit thanks to new revenue strategies, while CrowdStrike's CEO highlights the importance of AI in cybersecurity amidst rising threats. T-Mobile's incoming CEO reveals growth plans involving satellite services. Additionally, high-profile NBA gambling arrests raise concerns about integrity in sports.
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21 snips
Oct 22, 2025 • 4min

Cramer's Morning Take: GE Vernova 10/22/25

Jim Cramer calls out the absurd stock drop of GE Vernova after a strong quarter, urging investors to buy. The discussion highlights impressive revenue growth, a hefty backlog, and strategic acquisitions bolstering electrification. Cramer contrasts GE Vernova's nuclear capabilities with speculative competitors and emphasizes its gigawatt-scale advantage. The duo also shares excitement about upcoming investor updates that promise growth insights, plus the company’s strong positioning in hyperscaler orders and data center opportunities.

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