Squawk on the Street

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 Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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 Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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 Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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 Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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 Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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 Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Dan Ives, an analyst at Wedbush Securities, supports his bullish perspective on Apple despite concerns over holiday iPhone demand. Andy Jassy, CEO of Amazon, praises strong earnings and discusses the company's AI investments driving growth. Kelly Ortberg, Boeing's CEO, addresses striking workers and presents a new contract proposal. Steve Leisman and Jan Hatsias analyze the mixed October jobs report, shedding light on labor market challenges and Federal Reserve implications, while insights into Amazon's promising future come from John Blackledge.

Mike Wirth, the Chairman and CEO of Chevron, dives into the company's strong Q3 performance, driven by strategic cost reductions and increased production. He shares insights on significant growth in oil production specifically in the Permian Basin and Kazakhstan. The discussion also covers the broader implications of October's disappointing job creation numbers and market reactions to tech giants Apple and Amazon. Wirth explores the energy sector's future, particularly amid shifting economic trends and evolving strategies.

Jim Cramer and Jeff Marks break down the latest movements in a major tech stock, focusing on Meta's strategic shift toward AI amid rising market concerns. They analyze the balance between its recent revenue successes and the pressures of capital expenditures. The discussion includes a closer look at Meta's investment strategies and how they impact stock performance, alongside insights from the latest quarterly results and comparisons with peers in the tech sector.

Glenn Fogel, CEO of Booking Holdings, discusses the surge in consumer demand for travel, highlighting the resilience of the industry. Jeremy Siegel, finance expert from Wharton, dives into market dynamics resulting from disappointing tech earnings, emphasizing the tech sector's volatility. They also explore Comcast's potential spin-off of its cable business and the challenges faced by pandemic darlings like Robinhood and Peloton. The conversation reveals the influential role of AI investments and the shifting landscape of the media and travel industries.