Squawk on the Street

In a lively discussion, the team delves into Nvidia's game-changing AI advancements showcased at CES, pushing its stock to new heights. They react to Apple's recent downgrade to 'sell' and explore Meta's strategic pivot from fact-checking to appointing UFC CEO Dana White to its board. The conversation takes a humorous turn as they analyze Tesla's downgrade and Ulta's leadership changes amid shifting market trends. With insights on mergers and industry dynamics, the episode highlights significant moves in the tech landscape.

Tariffs are shifting market dynamics, particularly for consumer stocks like Constellation Brands. The conversation highlights the influence of recent tariff policies and their effects on stock valuation for major players like Tesla and Palantir. With a resurgence in tech enthusiasm, investments in stocks such as NVIDIA are also discussed. Additionally, the role of political factors in shaping market perceptions within Hispanic communities adds an intriguing layer to the conversation.

This conversation features Eric Knudsen, the multi-asset CIO at Neuberger Berman, who shares insights on the 2025 investing landscape, particularly in tech. He discusses the potential of Nvidia amidst AI demand and the ramifications of market volatility. Sarah Kaufman, NYC’s Taxi Commission Commissioner, explores the effects of the city's new congestion pricing, aiming to enhance transit efficiency while navigating legal challenges. Their discourse delves into market dynamics, tech stock growth, and urban transportation innovations.

The stock market showcases resilience as major indices recover from a slump. Excitement builds for Nvidia's keynote at CES, promising tech innovations. A legal showdown unfolds as U.S. Steel and Nippon Steel push back against Biden's merger blockade. Meanwhile, United Airlines looks to test Elon Musk's Starlink on flights, while Salesforce faces a 'sell' recommendation. The entertainment industry takes heat at the Golden Globes, with Netflix dominating nominations amidst fierce competition.

Andre Haddad, CEO of Turo, shares insights on the car rental app's safety measures after recent incidents have sparked concern. He discusses how Turo is enhancing security protocols and working to build trust among users. The conversation also touches on the impact of broader market trends and how tech companies are adapting in today's economic climate. Haddad emphasizes the importance of community responses to safety issues and reflects on the evolving landscape of the car-sharing industry.

Jim Cramer and Sara Eisen tackle the stock market's recent struggles, highlighting potential gains for 2025. President Biden's move to block Nippon Steel's acquisition of U.S. Steel sends ripples through the market. Tesla's stock rebounds despite recent delivery woes. Meanwhile, health warnings on alcoholic beverages spark concern, hinting at broader implications for the industry. The shifting landscape of consumer habits and tech advancements in healthcare also take center stage, as they explore future market trends.

Financial markets are kicking off the new year strong, with key stocks like Tesla and Apple gaining attention. Economic indicators suggest a resilient job market, but Tesla faces fierce competition and disappointing deliveries. Insights from Goldman Sachs highlight market forecasts amid concerns over interest rates. Recent tragedies in New Orleans and Las Vegas raise questions about potential terrorism links. Meanwhile, Boeing struggles with recovery efforts while balancing production challenges against rising demand for commercial aircraft.

Jim Cramer and David Faber dive into the stock market's promising start to 2025, focusing on the 'Magnificent 7' stocks, including a critical look at Tesla's recent delivery slump. They discuss the contrasting performances between equal-weighted indices and traditional metrics while examining Tesla's competitive challenges in the EV sector. Additionally, they touch on significant events like the New Year's Day truck attack and the Tesla Cybertruck incident in Las Vegas, all while exploring broader economic trends and innovative technologies in healthcare and national defense.

Steve Kovach, a tech journalist known for his insights on major companies, dives into the challenges Apple faces in 2025. He highlights the impacts of tariffs and the competitive landscape in China. Kovach discusses how evolving consumer habits and AI service approvals could shift Apple's strategy. Additionally, the conversation touches on broader market trends, emphasizing cautious optimism for financials and energy sectors while examining the year’s biggest stock winners and losers.

Dan Ives, a prominent analyst at Wedbush Securities, shares his insights on the tech industry's bullish future, particularly in AI. He discusses market dynamics as 2024 wraps up, forecasting both challenges and opportunities. Ives emphasizes strategic portfolio management and the rising significance of small-cap firms. The conversation also touches on cybersecurity threats affecting the Treasury and their implications. As the year ends, Ives reflects on consumer trends, especially among Gen Z, hinting at potential interest rate changes shaping the retail landscape.