Squawk on the Street

CNBC
undefined
Oct 25, 2024 • 43min

SOTS 2nd Hour: Nasdaq Record Highs, Musk’s Wealth Gains (Plus Putin Headlines), and Capri Sun-k 10/25/24

David Zervos, Chief Market Strategist at Jefferies, analyzes the surge in Nasdaq and Tesla's impressive stock performance, stressing the implications for investor sentiment. Brian Ronholm discusses pressing food safety concerns linked to an E. coli outbreak, while Steve Leisman and Brian Sullivan delve into consumer sentiments regarding election outcomes. Robert Frank provides insights on how luxury brands face challenges after a merger blockage, illustrating the shifting dynamics in both the economy and the market landscape.
undefined
Oct 25, 2024 • 42min

Tesla’s Big Rally and All Things Musk, Tapestry-Capri Merger Blocked, Apple Downgraded 10/25/24

Tesla's stock skyrockets, propelling Elon Musk back to the top of the wealth chart. Meanwhile, a federal judge blocks the merger between Tapestry and Capri Holdings, shaking up the luxury market. Apple receives an unusual downgrade, raising eyebrows among investors. There’s buzz around Waymo securing $5.6 billion for autonomous vehicles, setting the stage for a technology showdown. Humor and sharp insights pepper the discussion, keeping the financial fever pitch lively and engaging.
undefined
Oct 24, 2024 • 43min

SOTS 2nd Hour: Consumer “Election Uncertainty”, Tesla’s Electric Boogaloo and A Deep-Dive With ServiceNow’s CEO 10/24/24

In this engaging discussion, Bill McDermott, Chairman and CEO of ServiceNow, elaborates on their strong earnings and ambitious AI projects. Elon Musk shares insights on Tesla's better-than-expected profits, while analysts Colin Lang and Tom Moran dissect the company’s performance and growth prospects. CNBC reporters Phil LeBeau and Steve Leisman provide updates on the airline industry and survey findings, revealing the impact of 'election uncertainty' on consumers and markets. The conversation is a compelling blend of corporate strategy and economic insights.
undefined
Oct 24, 2024 • 49min

Cramer in the Gulf of Mexico, Tesla Soars, Exclusive: Southwest CEO on Board Changes 10/24/24

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 Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
undefined
Oct 23, 2024 • 4min

Cramer's Morning Take: Starbucks 10/23/24

Jim and Jeff dive into Starbucks' disappointing earnings and the challenges of declining sales and customer traffic. They examine the new CEO's transitional phase and its potential impact on recovery. The discussion highlights strategic updates under new leadership, emphasizing operational simplification and enhanced customer service. They also touch on the company's commitment to sustainable growth, increasing dividends, and the introduction of a new chief brand officer, painting a picture of hopeful recovery in a fluctuating market.
undefined
Oct 23, 2024 • 42min

SOTS 2nd Hour: Food Fallout, New Boeing CEO’s First Earnings, Exclusive: Coke CEO 10/23/24

James Quincey, the dynamic CEO of Coca-Cola, sheds light on the company's quarterly results and the potential impact of the 2024 election on consumer prices. Meanwhile, Kelly Ortberg, fresh in her role as Boeing's CEO, discusses navigating a $6 billion loss with plans for a leaner future. David Palmer, a savvy analyst from Evercore ISI, shares insights into the food sector's challenges, focusing on the E. coli outbreak affecting McDonald's and Starbucks' preliminary results. This blend of corporate strategy and market analysis makes for a captivating discussion!
undefined
Oct 23, 2024 • 50min

McDonald’s Slides on E. Coli Outbreak, Starbucks Slumps, Boeing CEO Exclusive 10/23/24

Kelly Ortberg, the CEO of Boeing and a veteran in the aerospace industry, joins the discussion to share insights on his plans for a company turnaround amidst financial losses and union negotiations. The hosts delve into the alarming E. coli outbreak linked to McDonald's Quarter Pounders, exploring its impact on consumer trust and stock performance. They also cover Starbucks’ disappointing fiscal outlook, the challenges facing the aerospace sector, and the broader implications of labor dynamics and production hurdles at Boeing.
undefined
Oct 22, 2024 • 43min

SOTS 2nd Hour: An Earnings Blitz, Big Tech Goes Nuclear and A Deep Dive On Activist Investing 10/22/24

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 Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
undefined
Oct 22, 2024 • 4min

Cramer's Morning Take: Danaher 10/22/24

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 Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
undefined
Oct 22, 2024 • 49min

Earnings Parade, Activism Spotlight: Exclusive With Starboard Value CEO Jeff Smith 10/22/24

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

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app