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Jim and Jeff discuss why they’re buying this biopharmaceutical stock. They also talk about adding to this pharmaceutical 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, David Faber, and Sara Eisen discussed the latest for stocks as the S&P and Dow hit more record highs. Fundstrat’s Tom Lee brought the team his 4 cases for a year-end rally - and bull case for bitcoin $100k - while BMO’s Chief Investment Strategist highlighted Financials, Tech, and Discretionary as 3 sectors with more room to run here.
Also in focus: President-elect Trump picks Scott Bessant for Treasury Secretary, closing arguments begin in the DOJ’s case against Google over advertising tech, and UBS upgrades the ‘Big 6’ tech names to buy.
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Carl Quintanilla, Jim Cramer and David Faber discussed a record-setting day for stocks: The Dow and S&P 500 surged to new all-time highs Monday, after President-elect Donald Trump named hedge fund manager Scott Bessent as his choice forTreasury Secretary. The anchors explored what Trump’s selection could mean for the markets -- with policy issues ranging from tax cuts to tariffs in the spotlight. Also in focus: A big week for retail, Warren Buffett's huge donation, Universal's "Wicked" and Paramount’s "Gladiator II" surge at the box office.
Disclosure: Comcast is the parent company of NBCUniversal and CNBC. NBCUniversal is the distributor of "Wicked."
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Carl Quintanilla, Morgan Brennan and David Faber began the hour by breaking down another winning week for stocks, despite some volatility in the MAG7 names. Goldman’s senior equity strategist, Ben Snider, joined the group to discuss how investors have been positioning themselves ahead of the new Trump administration. Also in the mix: CNBC’s Dom Chu joined the hour looking at Bitcoin touching new record highs, getting closer to that $100K milestone. IMAX CEO Rich Gelfond closed out the hour with his thoughts on the huge movie weekend ahead, with ‘Wicked’ and ‘Gladiator II’ hitting theaters.
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Carl Quintanilla, Jim Cramer and David Faber discussed what to make of certain stocks going parabolic. Jim offered words of wisdom when it comes to searching for the next Nvidia.
The Trump transition in the spotlight: The President-elect reportedly floated the idea of choosing former Fed governor Kevin Warsh as Treasury Secretary, and later nominating
him to succeed Jerome Powell as Fed Chair. The anchors reacted to Citadel CEO Ken Griffin's comments about tariff risks. Also in focus: Gap and Ross Stores jump on earnings
and holiday season guidance, Amazon to invest an additional $4 billion in Anthropic, OpenAI vs. Google, dueling magazine covers featuring Elon Musk.
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Jim and Jeff break down the market reaction to this chipmaker’s earnings. 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, Courtney Reagan, and David Faber broke down Nvidia results on a volatile morning for shares with an analyst and a shareholder. Also discussed: Nvidia’s impact on the broader market, the street’s reaction to the print, and key risks to the stock’s rally ahead. While Nvidia drove the market conversation, the team also discussed steep losses for Google shares on DOJ/antitrust concerns and other key earnings out of Snowflake.
Plus: the health of housing with the CEO of Compass, and details behind what Sotheby’s calls “the most expensive banana ever”
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Carl Quintanilla, Jim Cramer and David Faber explored Nvidia's better-than-expected Q3 results and optimism about demand for its AI chips. Hear Jim's message aimed at "short-selling clowns." What's next for Nvidia shares? The anchors also reacted to an op-ed in The Wall Street Journal by Elon Musk and Vivek Ramaswamy, in which they outlined their "DOGE" plan to reform government. Also in focus: The DOJ asks a federal judge to force Google to sell its Chrome browser, Snowflake shares soar on earnings and guidance, Palo Alto Networks' quarterly beat, bitcoin's march toward $100,000.
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Carl Quintanilla, Sara Eisen and David Faber discussed the latest on the retail front after Target shares plunged on weak results and a guidance cut, hurting stocks across the sector. What does it mean for the consumer? And is there pain ahead for retail stocks heading into the holidays? Sara broke down exclusive comments from Target’s COO, who said the consumer is still resilient – but resourceful – while the CEOs of Williams Sonoma and TJX called out strong demand in their results.
Also in focus: prepping for Nvidia results after the bell – can the rally continue?; Comcast’s new plan to spin-off its cable businesses; and CNBC’s official 2024 NHL Valuations, including an exclusive with Utah Jazz & Hockey Club Owner Ryan Smith.
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Carl Quintanilla, Jim Cramer and David Faber led off the show with Target shares plunging. The retailer cut its holiday quarter forecast and posted its biggest earnings miss in about two years. The anchors compared Target's challenges with Walmart's Q3 beat and raised guidance. Comcast announced its intent to spin off most of NBCUniversal's cable networks to create a new publicly traded company. Also in focus: What to expect from Nvidia's earnings due out after Wednesday's close of trading, Delta's revenue guidance disappoints, earnings from TJX and Williams-Sonoma, President-elect Trump's latest cabinet picks including Dr. Oz, Disney's Treasure cruise ship debut.
Comcast is the parent of NBCUniversal, of which CNBC is a unit.
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Carl Quintanilla, Sara Eisen and David Faber discussed the latest headlines out of Russia and Ukraine, after Vladimir Putin lowered the threshold for his country’s use of nuclear weapons. On the earnings front, the desk hit the strong results out of Walmart, which pushed the stock to a new all-time high. Staying with the consumer, Sara Eisen also took a closer look at RFK Jr.’s plans to “make America healthy again,” and broke down which food and snack stocks might be at risk.
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Jim and Jeff discuss the potential tailwinds for this cybersecurity 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 discussed market reaction to the latest Russia-Ukraine war developments, which sent stocks down sharply
around the globe and yields falling in a flight to quality. Russian President Vladimir Putin lowered his country's threshold for use of nuclear weapons. How should
investors navigate this environment? Walmart was a bright spot: Shares moved higher on better-than-expected Q3 results and raised guidance heading
into the holiday season. Also in focus; Justice Department antitrust officials reportedly want Google to sell its Chrome browser, Lowe's shares fall despite a Q3 beat.
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Carl Quintanilla, Sara Eisen and David Faber began the hour by looking at the markets, after stocks suffered their worst week since early September. Tech was also a big focus today, following a report in The Information that Nvidia AI chips were overheating, which sent shares of the tech giant lower. On the other hand, Tesla shares surged following reports that President-elect Trump’s transition team is looking to ease rules for self-driving vehicles. Also in focus: CVS added 4 new members to its board, including Glenview Capital CEO Larry Robbins, who joined the program for a CNBC exclusive interview.
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Carl Quintanilla, Jim Cramer and David Faber led off the show with the "Trump trade." Tesla shares resumed their big post-election rally, on a report stating President-elect Trump's
transition team is seeking to ease rules for self-driving cars. The anchors also discussed the newest selections for Trump's cabinet, as well as Elon Musk's role in the battle for positions
including Treasury Secretary. Also in focus: Nvidia shares move lower on a report about AI chip server worries, CVS Health makes board changes in a deal with activist investor Glenview Capital,
Netflix says the Jake Paul-Mike Tyson fight was a record-breaker, Faber Report on the NBA-Warner Bros. Discovery settlement over broadcast rights.
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Cramer says he’s nervous about this tech retailer. 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, David Faber and Sara Eisen discussed the latest for stocks as the S&P heads for a down week. Sara broke down the latest on the retail front – after new data showed U.S. Retail Sales rose for the month of October – and discussed the road ahead for Tapestry in an exclusive with the company’s CEO. Also in focus: Elon Musk’s Elections Scorecard, a big jump in Uranium stocks, Trump’s latest cabinet picks, and key takeaways from a slew of new 13F reports.
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Carl Quintanilla, Jim Cramer and David Faber engaged in a wide-ranging discussion about the Trump transition -- including the President-elect's choice of Robert F. Kennedy Jr. to become Health and Human Services secretary, news which sent shares of vaccine makers sharply lower. Also in focus: Stocks extend Thursday's losses on Fed Chair Powell's rate cut comments, a "Faber Report" on Elon Musk's xAI raising as much as $6 billion in fresh capital, tech earnings from Alibaba to Applied Materials, Warren Buffett's Berkshire Hathaway discloses its stake in Domino's Pizza, a special visit from the chairman of a company whose stock is up 150% this year.
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Carl Quintanilla and Sara Eisen – alongside David Faber, live from Liberty Media’s media day – broke down the results boosting Disney shares alongside this morning’s latest inflation and jobs data. Sara and Carl also hit the latest for Tapestry & Capri, as they call off their mega-merger. Also in focus: exclusives with Liberty Media’s Chairman John Malone on the many changes coming to the company and the media landscape, plus a deep dive with outgoing CEO Greg Maffei on his next ventures.
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Carl Quintanilla, Jim Cramer and David Faber led off the show with Disney shares surging on better-than-expected Q4 results and guidance. What's ahead for the company's streaming strategy? David interviewed Liberty Media Chairman John Malone -- the cable pioneer who will soon become the company's Interim CEO. At Liberty Media Investor Day, David spoke exclusively with Charter Communications CEO Chris Winfrey about the company's all-stock deal to acquire Liberty Broadband. Also in focus: Cisco's earnings beat, the post-election rally stalls, "China effect" on the markets, Delivering Alpha highlights -- from AI-generated video featuring David and Andrew Ross Sorkin, to Ben Affleck on linear as a "tremendous opportunity."
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