Squawk on the Street

Carl Quintanilla, Jim Cramer and David Faber explored the market rally kicking off the first trading day of October. The anchors reacted to the latest calls by equity strategists at Morgan Stanley, Goldman Sachs and Citi. Crude oil and energy stocks jumped on reports OPEC+ countries are mulling an oil output cut. Also in focus: Tesla shares fall despite record third-quarter deliveries, Credit Suisse's CEO tries to reassure investors amid a stock slide, The UK prime minister's tax cut U-turn, and Kim Kardashian agrees to pay the SEC more than $1 million to settle charges linked to a crypto promo on her Instagram. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, Jim Cramer and David Faber keep an eye on "Fedspeak" on the final trading day of a rough September and third quarter for the broader market. The anchors reacted to Morgan Stanley CEO James Gorman telling CNBC he's "not seeing panic." Earnings also in the spotlight: Nike shares tumble despite a quarterly beat, with margins being pressured amid excess inventory and a stronger dollar. Micron CEO Sanjay Mehrotra joined the program exclusively to discuss the chipmaker's quarterly results and why it sees tougher times ahead. Also in focus: Guidance and losses send Carnival shares toward 30-year lows, SPAC dreams die and Meta's hiring freeze -- what's next for the stock? Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

SpaceX and Shift4 CEO Jared Isaacman are heading back to space-- training for the first of three human space flights under the Polaris program. Polaris establishes a private astronaut corps for SpaceX and will culminate in the inaugural flight of mega Starship rocket with people onboard. Polaris Dawn is set to launch as early as December, with the first ever commercial spacewalk and test of Starlink communications. The tech billionaire joins Morgan in the midst of fighter jet training to talk SpaceX and the state of commercial space. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, Jim Cramer and David Faber discussed the markets wiping out gains from Wednesday's rally as bond yields resume their increase amid worries about higher rates, inflation and slower growth. Early in Thursday's session, all Nasdaq 100 stocks were moving to the downside. Where are the buying opportunities? The anchors also reacted to dueling Apple calls: Bank of America downgrades the stock, while Rosenblatt upgrades it. Also in focus: Cleveland Fed President Loretta Mester on inflation and rates, What Blackstone President & COO Jonathan Gray told at "Delivering Alpha" and CarMax tumbles on an earnings miss, citing "affordability challenges." Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

With CNBC's "Delivering Alpha" investor summit underway, Carl Quintanilla, Jim Cramer and David Faber discussed volatility in stocks and bonds -- one day after the Dow and S&P 500 hit intraday lows not seen since November 2020. The Bank of England announced it would temporarily buy bonds to calm markets roiled by reaction to the UK government's tax-cutting plans. Apple shares fell on a published report stating the company is backing off plans to boost production of the iPhone 14. Hear what Cramer had to say about the market reaction. Also in focus: Biogen shares soar on trial results involving its Alzheimer's drug, Ford vs. GM, Musk-Twitter update, and what JPMorgan Chase's Asset and Wealth Management CEO told the "Delivering Alpha" conference about "finding alpha" in this market environment. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

The morning after the Dow slumped into bear market territory, Carl Quintanilla, Jim Cramer and David Faber discussed the markets looking to snap a five-session losing streak -- this as some Fed policymakers don't see eye-to-eye on how aggressively to hike rates. Cramer outlined what it would take for the bulls to feel comfortable in this environment. The anchors reacted to Ark Invest CEO Cathie Wood telling CNBC "We believe we are in recession." Also in focus: Bitcoin rises back above $20,000, the tech IPO drought, lots of electric vehicle news, Biogen's $900 million settlement and Hurricane Ian's impact on "big oil" production. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Amid investor jitters surrounding the global economy, Carl Quintanilla, Morgan Brennan and Mike Santoli explored what to make of markets trying to bounce back from a week of selling -- including the Dow's lowest close since November 2020. The anchors reacted to developments in Europe including the British pound tumbling to a record low against the dollar on UK tax cut plans. Energy prices and NFL talk: Dallas Cowboys owner Jerry Jones and Comstock Resources CEO Jay Allison joined the program after ringing the NYSE opening bell. Jones is a majority stakeholder in Comstock. Also in focus: Apple has begun manufacturing the iPhone 14 in India, Macau casino stocks rally, and Rihanna to perform in the Apple Music-sponsored Super Bowl halftime show. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

The post-Fed rate hike sell-off rolls on. Carl Quintanilla, David Faber and Morgan Brennan discussed market jitters surrounding rising rates and fears about a potential recession. The Dow falls below 30,000 and breaks its June low, as bond yields continue to climb. The anchors reacted to Goldman Sachs cutting its year-end target on the S&P 500 to 3,600 from 4,300. Robinhood CEO Vlad Tenev joined the show exclusively to discuss everything from reports that the SEC will not ban payment for order flow -- to the company's new 3% interest rate benefit for top tier members. Also in focus: FedEx plans to hike shipping rates and cut costs, market reaction to Costco earnings, tax cuts in the UK, Apple Music becomes the new sponsor of the Super Bowl halftime show, and sources tell David that Credit Suisse is not pursuing a capital raise. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

The morning after the Fed's latest 75 basis point rate hike, Carl Quintanilla, Jim Cramer and David Faber discussed stocks struggling to rebound from Wednesday's sell-off -- especially with the 2-year yield surging above 4%. Cramer weighs in on what Fed Chair Jerome Powell's goal to "really crush inflation" could mean for your money. The anchors reacted to what "Bond King" Jeffrey Gundlach told CNBC about the odds of a recession in 2023. Also in focus: Mixed results for homebuilders, the future for Meta and the Metaverse, Robinhood shares jump on a report regarding the SEC, JPMorgan Chase CEO Jamie Dimon calls crypto a "decentralized Ponzi scheme", Salesforce Co-CEO Bret Taylor's comments on profitability, Elon Musk vs. Twitter and Taylor's role as company chairman, and food stocks as bright spots. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, Jim Cramer and David Faber discussed what investors need to know ahead of Wednesday's Fed interest rate hike decision and statement. Ahead of President Biden's speech to the United Nations General Assembly, the anchors reacted to Russian President Vladimir Putin accusing the West of "nuclear blackmail" and announcing a military draft for the war in Ukraine. Defense stocks and crude oil prices jumped on his remarks. Also in focus: CEOs of the biggest U.S. banks head to Capitol Hill to testify before House lawmakers, Salesforce Chair & Co-CEO Marc Benioff and Nvidia CEO Jensen Huang talk to CNBC, and Charter's Tom Rutledge to step down as CEO. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.