Afleveringen
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Another morning of stocks under pressure – after the S&P and NASDAQ’s worst week of 2025 so far. Carl Quintanilla, Leslie Picker, and Michael Santoli broke down the latest with BMO’s Chief Investment Strategist: who says don’t let your feelings take control here. He still expects 10% gains on the S&P this year.
A key part of the weakness? Big tech names selling off. Tesla now the worst performing stock on the S&P 500 YTD, and coming off its worst weekly losing streak EVER – why Baird still calls it a buy here. Plus: a look at Elon Musk’s growing empire in China – and the latest on Apple, as the company delays AI enhancements for Siri… Are fears overblown at these levels?
Also in focus: the CEO of Constellation Energy, talking the future of alternative energy at CERAWEEK; Why Novo’s new trial data is sending shares slumping; Bitcoin falls below $80k; and how to trade China stocks here, as the country’s retaliatory tariffs on U.S. Agricultural imports begins
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After the worst week for the S&P 500 since September, Carl Quintanilla and Jim Cramer covered all of the bases as stocks began Monday in sell-off mode.
Equities under pressure on recession fears and tariff battles in wake of comments by President Trump and Commerce Secretary Lutnick. Hear Jim's strategy for
investing in this market environment -- including when it comes to the "Magnificent 7." Also in focus: China's retaliatory tariffs go into effect against the U.S., former central banker
Mark Carney to become Canada's prime minister, Novo Nordisk slumps on obesity drug trial results, the "Tesla tumble" rolls on, remembering the "Haines Bottom" 16 years later.
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Zijn er afleveringen die ontbreken?
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Cramer says ‘pounce’ on this beaten-down semiconductor 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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Jobs coming in weaker-than-expected in February, plus fresh tariff headlines this morning -Carl Quintanilla, Sara Eisen, and David Faber broke down the latest for stocks top of the hour before a wide-ranging interview with White House Senior Counselor for Trade and Manufacturing Peter Navarro. Plus – Goldman’s Chief Economist discussed what’s next for the economy and the Fed here.
Also in focus: Tesla’s longest streak of weekly declines *ever* - why Wedbush is adding it to their Top Picks List; retail earnings out of Costco and Gap sending shares in opposite directions; and the President of the National Urban League talks DEI rollbacks
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Wrapping up a volatile week for stocks, Carl Quintanilla, Jim Cramer and David Faber explored market reaction to the February jobs report.
The anchors also discussed what Treasury Secretary Scott Bessent told CNBC about a "detox period" for a market and economy he said are "hooked"
on public spending. The AI trade: Broadcom shares jump on earnings and guidance in midst of a rough week for the chip sector.
Also in focus: Costco slides and Gap soars on earnings, Tesla poised for an "unlucky 7," bitcoin strategic reserve, Faber Report: Walgreens to go public.
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A huge interview top of the hour: Commerce Secretary Howard Lutnick. Carl Quintanilla, Sara Eisen, and David Faber broke down the latest with him when it comes to tariffs, jobs, and more in a wide-ranging interview. Plus - new overnight: tariffs on certain automakers getting delayed - how to play the stocks according to Barclays - and more on how DOGE might impact Friday's Jobs Report.
Also in focus: the health of the consumer. The team discussed new retail reports of the morning (Macy's, BJ's Wholesale, and more) with one guest who says the industry has tackled the threat of tariffs before.
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Jim and Jeff discuss this cybersecurity firm and why they’re bullish on this restaurant 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 delved into the catalysts sparking Thursday's market sell-off, one day after the White House
announced temporary tariff relief for U.S. automakers -- news that fueled an afternoon stock rally. The chip sector under pressure, led by
Marvell Technology shares tumbling on disappointing guidance. Also in focus: DOGE contributing to what Challenger, Gray and Christmas
said is the largest number of monthly layoffs since 2020, Brown-Forman CEO on Canada and "what's worse than tariffs" for the maker of Jack Daniel's.
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Another morning of red on the S&P and Nasdaq -Carl Quintanilla, Sara Eisen, and David Faber discussed the latest for stocks as President Trump warns of “disturbance” ahead when it comes to tariffs. Goldman’s Chief Equity Strategist David Kostin breaking down why he still sees the S&P headed higher by year-end. Plus, more on where to find value here with Chief Strategists from Jefferies and Charles Schwab.
Also in focus: how to navigate the chips here, and whether to take Trump’s vow to revoke the CHIPS Act seriously; Tesla’s Germany sales plunge as Goldman cuts their price target on the name; why the CEO of KBW says to “buy trophies on sale” when it comes to the banks; and a debrief on the morning’s big retail reports.
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Cramer says this financial services stock is an ‘extraordinary opportunity’. 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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With the S&P 500 on track for its worst week since September, Carl Quintanilla, Jim Cramer and David Faber explored this week's market sell-off, as well as comments from Commerce Secretary Lutnick. He said to expect a Wednesday announcement from President Trump on Canada and Mexico tariffs. Jim highlighted what's at stake for U.S. automakers. Also in focus: President Trump calls for passing tax cuts and killing the CHIPS Act in his Tuesday night address to Congress, more sales woes for Tesla, "Faber Report" on Kenvue's proxy fight, earnings pain for retailers, CrowdStrike and Campbell's slide, the New York Financial Writers’ Association honors David.
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Stocks selling off as new tariffs on Mexico, Canada, and China rattle investors – Carl Quintanilla, Sara Eisen, and David Faber broke down the latest out of Washington, and talked top picks amid the volatility with one portfolio manager arguing to look at names like TJX and Abbvie here. Plus, why Former Commerce Secretary Carlos Guttierez says “escalation is likely” when it comes to retaliatory measures – and the team discussed what it all could mean for the Fed’s next move.
Also in focus: retail earnings out of Target, Best Buy, and more – the stocks D.A. Davidson says to watch here; Apple’s China tariff headwinds; and Blackrock’s new ports deal.
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Jim and Jeff discuss the pullback in the tech trade. 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 this market environment, with President Trump's tariffs against Canada, Mexico and China going into effect -- news that extended Monday's sell-off. The anchors reacted to what Commerce Secretary Howard Lutnick told CNBC about a trade reset in wake of the tariffs. Also in focus: Target sees tariffs impacting Q1 profits and CEO Brian Cornell says price hikes are likely days away, Best Buy tumbles, Tesla shares extend their slump as sales of its China-made EVs slide, Nvidia and the "Mag 7 blues."
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Stocks coming off a tough February - Carl Quintanilla, Sara Eisen, and David Faber broke down the latest for markets on the heels of another weak data print top of the hour (ISM Manu/Construction Spend). Plus, a discussion on the outlook for 2025 – with Yardeni Research’s Ed Yardeni, who’s betting growth will slow in Q1 – but re-accelerate into the back half of the year… Also, more with one analyst calling Apple the “safe-haven trade” of big tech.
Another key driver: Washington. From Trump’s hopes for a “Crypto Reserve” to a new national investigation into lumber imports, the team talked market implications – and dove deep into the ecosystem for rare earth minerals with the biggest producer in the western hemisphere (MP Materials) after Trump’s failed deal with Ukraine. Plus, a look at how China and retailers are prepping for tonight’s tariffs deadline.
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On the first trading day of March, Carl Quintanilla, David Faber and Sara Eisen explored the whirlwind of activity coming out of the White House. President Trump's strategic crypto reserve plan sparked a weekend rally in digital currencies, followed by a Monday surge in crypto-related stocks. He also ordered a probe into imported lumber, while Canada, Mexico and China brace for Tuesday's tariff deadline. The anchors reacted to comments from Treasury Secretary Bessent and Warren Buffett about tariffs. Also in focus: Morgan Stanley's Adam Jonas names Tesla a "Top Pick," anti-Elon Musk protests outside Tesla showrooms, Kroger CEO steps down amid internal probe, Canada's energy minister talks tariffs ahead of Tuesday's deadline.
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All major indices on pace to end February lower - Carl Quintanilla, Sara Eisen, and David Faber broke down the latest for stocks along with Michael Santoli to kick off the hour – in addition to how to play the tech tumble here with one Fidelity PM who manages more than $20B. Plus, the latest out of Washington: as Ukrainian President Zelenskyy gets set to meet with President Trump on a new minerals deal, and the street looks ahead to Monday’s midnight deadline for tariffs on Canada and Mexico to take effect. Former Ford CEO Mark Fields calling those tariffs “devastating” in the near term for the American auto industry.
Also in focus: the health of housing after a month of disappointing prints – what it could portend for the spring selling season; Meta takes on OpenAI; and more on the results sending Dell and HPQ shares lower.
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Carl Quintanilla, David Faber and Sara Eisen led off the show with market reaction to January PCE -- the Fed's preferred inflation gauge. KPMG Chief Economist Diane Swonk joined the discussion. The anchors delved into the tech sell-off and the tariffs effect: Nasdaq is on track for its worst monthly performance since September 2023, while Nvidia's market cap falls below $3 trillion -- leaving Apple as the only company with a valuation above that level. Also in focus: China vows to retaliate against President Trump's tariffs if necessary, bitcoin slides below $80,000, Dell earnings, OpenAI CEO Sam Altman says the company is "out of GPUs," Faber Report on Walgreens and M&A.
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Carl Quintanilla, Sara Eisen, and David Faber broke down the latest for stocks - with new housing data at the top of the hour – and some mixed messaging around tariffs out of Washington. The President confirming this morning that March 4th tariffs on Mexico and Canada will go into effect as scheduled, with an additional 10% charge going to China - bringing their total rate to 20%.
Also in focus: Big Tech. The team hosted a bull/bear debate on Nvidia post-results, alongside exclusive comments from CEO Jensen Huang – and talked the potential PR problems facing Tesla, due to Elon Musk’s increasingly large obligations elsewhere (with shares now down more than 25% on the year).
Plus: A fresh check on egg-flation, as President Trump calls prices “a disaster” with the CEO of Vital Farms – and a look at the secret tax break within Trump’s ‘Gold Card’ plans.
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Jim and Jeff discuss the earnings beat by this semiconductor 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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