Episodi
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Carl Quintanilla, Courtney Reagan and David Faber spoke with CNBC’s Steve Liesman and Chicago Fed President Austan Goolsbee about this morning’s PCE print and the Fed’s revised rate outlook. Goolsbee’s comments sparked a market rebound, saying he expects Fed rates to go down by a “judicious amount” in 2025. The desk also hit two key earnings movers: FedEx and Nike. FedEx topped earnings expectations and shares initially rallied after announcing a spinoff of its freight business. Nike shares tried to rebound after its initial drop, following the company’s first quarter under new CEO Elliott Hill.
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With the broader market on track for its worst week in months, Carl Quintanilla, Jim Cramer and David Faber discussed market reaction to PCE -- the Fed's preferred inflation gauge.
A midnight deadline looms for Congress to pass a stop-gap funding bill and avoid a federal government shutdown. Also in focus: The Trump-Musk effect on lawmakers,
FedEx plans to spin off its freight business, Nike's earnings beat and turnaround strategy, Novo Nordisk shares plunge on obesity drug trial results, bitcoin's rough week.
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Episodi mancanti?
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David Faber, Leslie Picker and Mike Santoli started the hour by discussing the market rebound, a day after stocks tanked on the Fed’s revised rate outlook. The desk also headed down to DC, where Emily Wilkins reported on the likelihood of a government shutdown after Elon Musk and President-elect Trump slammed the bipartisan spending bill. Also in the mix; Accenture CEO Julie Sweet joined the show to breakdown her latest quarterly results, which sent her stock higher.
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Carl Quintanilla, Jim Cramer and David Faber engaged in a wide-ranging discussion about markets trying to rebound from Wednesday's Fed-fueled sell-off. Hear why Cramer
believes Fed Chair Powell "got it wrong." Micron shares tumbled on weaker guidance, which overshadowed a Q1 earnings beat. President-elect Trump told NBC News
he's in favor of abolishing the debt ceiling. The anchors discussed Elon Musk's role in the scuttling of a bipartisan spending deal aimed at avoiding a government shutdown.
Food for thought: Olive Garden parent Darden Restaurants surges on earnings, frozen french fry maker Lamb Weston plunges after replacing its CEO and slashing guidance.
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Carl Quintanilla, Sara Eisen and David Faber kicked off the hour by counting down to the big Fed meeting, where the group is expected to cut rates for the third time this year. Later in the show, Sara Eisen played a portion of her interview with Salesforce CEO Marc Benioff, after the company announced it will hire 2,000 people to sell AI products. Benioff detailed why he’s “never been more excited about anything in my entire career.” The CEO of Compass also joined the desk at Post 9 with his outlook for the housing market in 2025.
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Jim and Jeff discuss the positive analyst call for this retail stock. 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
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Carl Quintanilla, Jim Cramer and David Faber explored how to navigate the markets ahead of Wednesday's Fed interest rate decision. Nvidia shares rebounded as the stock tries
to climb out of correction territory. The anchorsdiscussed Brian Niccol's first 100 days as Starbucks CEO, the challenges he faces and the stock's performance since he took the job.
Also in focus: Honda-Nissan merger talks, Morgan Stanley names Disney a "Top Pick" for 2025, "Magnificent 7" stocks in record territory, the Dow's longest daily losing streak since 1978.
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Cramer explains why the Club is selling this chipmaker after its parabolic move. 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
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Carl Quintanilla, Sara Eisen and David Faber took a closer look at the markets, with the Dow on pace for its biggest losing streak since 1978. One of the group’s components, Nvidia, continued to trade lower; The stock entered correction territory, with shares down more than 10% from its last record close. The desk also turned to President-elect Trump taking aim at pharmacy benefit managers, saying that these “middlemen” are driving up drug costs and need to be eliminated. Shares of UnitedHealth, Cigna and CVS all moved lower on those comments. Senior economics reporter Steve Liesman also joined the show with exclusive results from CNBC’s latest Fed Survey.
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Carl Quintanilla, Jim Cramer and David Faber led off the show with Nvidia in correction territory, down more than 10% from its 52-week high and flat over the past six months.
When will the stock hit bottom? A different story for Tesla: Shares hit a fresh record high on an upgrade from Mizuho. The anchors reacted to President-elect Trump's comments
about lowering drug prices and cutting out the "middleman," which weighed on shares of pharmacy benefit manager operators UnitedHealth, Cigna and CVS Health.
Also in focus: Stocks under pressure ahead of Wednesday's Fed rate decision, Pfizer rises on 2025 forecast, Alphabet's quantum leap.
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Cramer explains why the Club bought more of this pharma stock. 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
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Carl Quintanilla, Sara Eisen and David Faber began the hour by breaking down a huge week ahead for investors, including the last FOMC rate decision of 2024. Sara Eisen also reported on Softbank CEO Masa Son planning to invest $100 billion in the U.S. over the next four years. Son also promising to create 100,000 jobs focused on AI and related infrastructure. Later in the hour, one of the biggest names in NYC real estate Bill Rudin joined the set to discuss the state of the industry, with office leasing reaching a post-pandemic high. Also in the mix: Tanger CEO Stephen Yalof discussed the pulse of the consumer and holiday retail shopping.
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Carl Quintanilla, Jim Cramer and David Faber discussed a big week ahead for the markets, including the Fed decision on interest rates. Sara Eisen reported SoftBank CEO Masayoshi Son will announce a $100 billion investment in the U.S. over the next four years during a Monday visit to President-elect Trump’s Mar-a-Lago estate in Florida. Also in focus: Elon Musk's windfall grows with shares of Tesla surging 75% since the election, Honeywell considers a plan to separate its aerospace business in wake of activist pressure, Goldman Sachs' 2025 outlook for the S&P 500.
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Cramer says this chipmaker is a ‘powerhouse’. 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
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Carl Quintanilla and Sara Eisen took a closer look at Broadcom’s big earnings beat, which sent that stock soaring. The chip giant became the latest company to reach a $1 trillion valuation. Leslie Picker also joined the show to discuss the bank stocks, following reports that advisors to President-elect Trump are looking to shrink or eliminate bank regulators. Also in the mix; Steve Liesman broke out CNBC’s latest All-America Economic Survey, revealing that despite Bitcoin’s big run, the public is still hesitant to own cryptocurrencies.
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Carl Quintanilla and Jim Cramer revisited President-elect Trump's historic Thursday visit to the New York Stock Exchange, including what Trump told Jim about China. The anchors also discussed shares of Broadcom soaring on guidance fueled by AI demand, propelling the chip supplier to a $1 trillion valuation. Also in focus: UnitedHealth Group CEO Andrew Witty's guest essay in The New York Times saying it's time to reform a "flawed" health care system, Costco beats on earnings and RH soars.
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Cramer breaks down what his conversation with Trump means for Club holdings. 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
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Carl Quintanilla, Sara Eisen, and David Faber discussed a historic morning at the New York Stock Exchange: president-elect Trump ringing the opening bell, walking the floor, and speaking with our own Jim Cramer after being named Time Magazine’s “Person of the Year”. NBC News’ Presidential Historian calling it a “very rare kind of appearance”, while Wharton’s Jeremy Siegel focused on Trump’s growth plans. The team also caught up with NYSE President Lynn Martin to discuss the day’s events.
Also in focus: Nasdaq 20K and the key tech names to watch heading into 2025, plus what Tesla’s rally means for Elon Musk’s record-breaking wealth
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Carl Quintanilla, Jim Cramer and David Faber covered all of the bases on an historic day on Wall Street.President-elect Donald Trump rang the opening bell at the New York Stock Exchange after being named"Person of the Year” by Time magazine for a second time. In a wide-ranging interview on the floor of the exchange, Trump told Cramer what he hopes to accomplish in his second term. Jim also spoke with Trump's choice for Treasurysecretary, Scott Bessent -- and the president-elect's pick for Health and Human Services secretary, Robert F. Kennedy Jr. Billionaire investor Bill Ackman joined the anchors at Post 9 to share his perspective on a second Trump term.
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Cramer says he’s encouraged by this tech stock’s AI roadmap. 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
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