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CNBC

CNBC’s “Squawk on the Street” with Carl Quintanilla, Jim Cramer and David Faber is broadcast from the floor of the New York Stock Exchange, on site at the opening bell with the up-to-the-minute news investors need to know and interviews with the most influential Chief Executive Officers and greatest market minds.

Squawk on the Street

Cramer explains why the Club is selling some shares in this materials company after a 38% rally. This episode contains a preview of exclusive content from the members-only CNBC Investing Club morning meeting. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market’s biggest headlines, analyst calls and holdings in the Charitable Trust – and see up close how they decide when, and if, to take action on stocks. Sign up 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.

CNBC Investing Club: Cramer’s Morning Take on Dupont 2/5/26

Attorney to Elon Musk Jay-Z and other stars, Alex Spiro joins the show. Representing a host of clients pushing back against a California wealth tax. Then the street reacts to Alphabet results and its planned AI spending. Jefferies lays out the bull case. Plus the CEO of Hershey breaks down earnings and the impact of tariffs and the cost of goods on business.

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.

Elon Musk’s Attorney, Street Reacts to Alphabet Earnings, Hershey CEO on Results 2/5/26

Carl Quintanilla, Jim Cramer and David Faber kicked off the hour with a look at new numbers out of Google parent Alphabet - as they project huge AI spending in 2026 that could top $185B in 2026. Plus: hear what part of tech Cramer's calling a "winner take all" market - and the stocks he's calling a buy here... Along with a deep-dive on the chips: as memory shortage concerns hit shares of Qualcomm, and Arm CEO Rene Haas joins the team to breakdown new numbers from his company. 

 

Around the edges: the anchors broke down new comments from the President around possible rate cuts ahead, Estée Lauder's tariff warning sending shares slumping, and Bitcoin's fresh move lower. 

 

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.

Alphabet's Blockbuster AI Spending Plans, Chips On The Move, & LIVE: Arm CEO Talks Results 2/5/26

AMD shares fall on weaker than expected guidance. One of wall street’s top chip analysts, Bernstein’s Stacy Rasgon, helps lay out where the stock could go next. Then Treasury Secretary Scott Bessent testifies on Capitol Hill, taking questions from the House Financial Services Committee. Including a heated back and forth with ranking member Rep. Maxine Waters.

 
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AMD Sinks on Results, Treasury Secretary Bessent Testifies on Capitol 2/4/26

Cramer says this pharmaceutical giant is ‘so far ahead’ of its peers in drug trials. This episode contains a preview of exclusive content from the members-only CNBC Investing Club morning meeting. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market’s biggest headlines, analyst calls and holdings in the Charitable Trust – and see up close how they decide when, and if, to take action on stocks. Sign up 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.

CNBC Investing Club: Cramer’s Morning Take on Eli Lilly 2/4/26

Another day of early software stock declines:

Carl Quintanilla, Jim Cramer and David Faber broke down the biggest moves - and names Jim thinks are worth buying the dip for. Chips in focus after a wide-ranging interview with Nvidia CEO Jensen Huang on Mad Money overnight - who shot down rumors of strain in their OpenAI partnership - along with AMD earnings... Hear AMD CEO Lisa Su herself breakdown the numbers and where she sees growth ahead. Plus: the team also discussed how to trade some of the morning's biggest earnings reports - from Chipotle to Eli Lilly to Uber. 

 

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.

More Software Selling, AMD CEO Live, & Cramer's Earnings Takeaways 2/4/26

Cramer says this cybersecurity stock will be a great buy despite the pullback. This episode contains a preview of exclusive content from the members-only CNBC Investing Club morning meeting. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market’s biggest headlines, analyst calls and holdings in the Charitable Trust – and see up close how they decide when, and if, to take action on stocks. Sign up 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.

CNBC Investing Club: Cramer’s Morning Take on CrowdStrike 2/3/26

The CEO of Pepsi joins the show, first on CNBC. Reacting to earnings and giving his outlook for the consumer. Also weighing in on how immigration enforcement is impacting sales. Plus, PayPal stock getting crushed after disappointing earnings and the announcement of a new CEO. More on that turn-around effort. Then, many names in the private credit sector under pressure, we’ll tell you why and the reason it’s potentially spooking the entire market.

 
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PepsiCo CEO Reacts to Earnings, PayPal Names New CEO, Private Credit Pulls Back 2/3/26

Carl Quintanilla, Jim Cramer and David Faber kicked off the show with news out of Disney: naming its Parks boss, Josh D'Amaro, as its new CEO. Disney Chairman James Gorman joined the team to discuss the news - and what comes next for the media giant. Plus: David brought his own reporting around news Elon Musk's rocket company SpaceX is acquiring his AI company xAI, in what would be the largest M&A deal in history.

 

Around the bells - the anchors discussed how to trade another busy morning of earnings, spanning Palantir's earnings beat, Pepsico price cuts, and even C-suite changes at Paypal and HP Inc. 

 

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.

Disney Chairman Talks New CEO, A Musk Mega-Merger, & Palantir's AI Gains 2/3/26

Cramer breaks down why this tech giant is ‘such a winner.’ This episode contains a preview of exclusive content from the members-only CNBC Investing Club morning meeting. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market’s biggest headlines, analyst calls and holdings in the Charitable Trust – and see up close how they decide when, and if, to take action on stocks. Sign up 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.

CNBC Investing Club: Cramer’s Morning Take on Alphabet 2/2/26

Carl Quintanilla, Sara Eisen, and Michael Santoli began the hour with new manufacturing data alongside a wide-ranging interview you don't want to miss: U.S. Commerce Secretary Howard Lutnick, talking everything from the jobs market to who he wants to see as the next Fed chair. Plus: Evercore's Vice Chairman Krishna Guha joined the team with his take on this morning's rough data - and what it means for a rate cut next week. 

 

Also in focus: Microsoft shares falling on a bearish report around its AI software sales - but CNBC getting fresh news from the company pushing back. The details, this hour. 

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.

SOTS 2nd Hour: U.S. Commerce Secretary, Evercore Vice Chair, & Microsoft Pushes Back 12/3/25

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