Squawk on the Street

Jim and Jeff discuss why the Investing Club is closely watching AI strategy among the ‘Magnificent 7’ companies. 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 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.

Billionaire activist investor and Trian Partners CEO Nelson Peltz appeared on "Squawk on the Street." He responded to Disney's decision to reject his firm's nominees (including Peltz) for seats on the media giant's board. Peltz told Jim Cramer, David Faber and Carl Quintanilla that Disney is not being run properly and has underperformed the S&P 500 on every measure. He also slammed oversight of the company's board. Also in focus: Apple jumps on BofA upgrade, Humana tumbles and drags down health insurance rivals after cutting guidance, Sheryl Sandberg to depart Meta's board, job cuts at Alphabet, Nvidia's new year rally. 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.

Carl Quintanilla, Jim Cramer and David Faber focused on stocks extending Tuesday's losses and yields rising to their highs of the year -- after December retail sales came in stronger than expected, up 0.6%. The anchors also reacted to what Jamie Dimon told CNBC at the World Economic Forum in Davos, Switzerland. JPMorgan Chase's CEO issued a cautious economic outlook for this year and next: "I think it's a mistake to assume everything is hunky dory." Also in focus: Fed Governor Waller's message on rates and inflation, The FAA completes initial inspections of Boeing 737 MAX-9 jets, a judge blocks the JetBlue-Spirit merger deal, Charles Schwab shares slide despite an earnings beat, assessing regional bank results, Disney rejects Nelson Peltz's bid to join its board, Uber's CEO talks EVs. 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.

Jim and Jeff discuss why they’ve been recently adding to health care. They also discuss the winners and losers after banks reported 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 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.

Carl Quintanilla, Jim Cramer and David Faber led off the program with quarterly results from Goldman Sachsand Morgan Stanley. Cramer had a lot to say about investor reaction to the big banks' numbers. Jim also spoke out about Capitol Hill lawmakers' $78 billion tax deal -- which includes major breaks for businesses. The anchors discussed Apple shares falling after the company cut iPhone prices in China. The NFL also in the spotlight: Highlights from Jim's weekend appearance on NBC's pre-game coverage of Miami Dolphins vs. Kansas City Chiefs, Peacock's exclusive coverage of that NFL Wild Card game sets a streaming record and Jim's Philadelphia Eagles were eliminated from the playoffs. Also in focus: Boeing tumbles on a downgrade, Elon Musk's comments regarding Tesla ownership and AI, Synopsys' $35 billion cash-and-stock deal to acquire design software maker Ansys. **Disclosure: Peacock is a unit of NBCUniversal, parent of NBC and CNBC.** 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.

Carl Quintanilla and Jim Cramer began the show by breaking down the big bank earnings with JPMorgan, Wells Fargo, Bank of America and Citi all reporting results. JPMorgan’s profit fell for the fourth quarter after paying a $2.9 billion fee tied to the government seizures of failed regional banks last year. The anchors then shifted to the week’s second batch of inflation data, after wholesale prices unexpectedly declined in December, providing a positive signal for inflation. Other headlines this hour included: Delta Air Lines shares falling after trimming its 2024 earnings forecast, and Bitcoin ETFs seeing $4.6B in volume in their first day of trading. 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.

Jim Cramer and Jeff Marks discuss positioning in Amazon. 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 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.

Carl Quintanilla and Jim Cramer led off the show with market reaction to inflation data: The Consumer Price Index rose more than expected in December to 3.4% year-over-year, up from 3.1% in the previous month. The anchors covered all of the bases on spot bitcoin ETFs, which began trading after being approved by the SEC on Wednesday. At Post 9, Hertz CEO Stephen Scherr explained the company's decision to slash about one-third of its global EV fleet. Also in focus: Microsoft-Apple market cap battle, a fresh record high for Nvidia, Cramer bound for Kansas City ahead of Saturday's Eagles-Chiefs NFL Wild Card game, which will stream exclusively on Peacock. 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.

Carl Quintanilla, David Faber and Sara Eisen discussed the hack of the SEC's social media account on X. The regulator said a post on the site formerly knownas Twitter falsely stated it had approved spot bitcoin ETFs. Former SEC Chairman Jay Clayton joined the program at Post 9 with reaction to the hack, as well as his prediction on the SEC's much-anticipated bitcoin ETF decision. Hewlett Packard Enterprise CEO Antonio Neri also appeared on the show to discuss the company's $14 billiondeal to acquire Juniper Networks -- and how it fits into HPE's AI strategy. Also in focus: Boeing CEO Dave Calhoun says the company needs to acknowledge "our mistake," in regards to the Alaska Airlines blowout incident, Nvidia narrows its valuation gap with Amazon, "bond king" Jeffrey Gundlach's recession call, Tesla's rough start to 2024, big bank downgrades ahead of earnings, Mark Zuckerberg's cattle ranch venture. 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.

Carl Quintanilla, Jim Cramer and David Faber explored what to make of stocks under pressure the morning afterthe Nasdaq's best one-day performance since November -- and a fresh all-time high for Nvidia.Boeing shares extended Monday's losses on new developments surrounding the grounding of its 737 MAX-9 jets. The anchors discussed what pharma CEOs told Cramer at the J.P. Morgan Healthcare Conference, especially when it comes to the burgeoning obesity drug market. Also in focus: Netflix downgraded, the impact of Samsung's profit missand guidance on mega-tech and the chips, HPE said to be in talks to acquire Juniper Networks, Match Group's date with activism. 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.

Carl Quintanilla, Jim Cramer and David Faber discussed Boeing shares dragging the Dow lower, after the Federal Aviation Administration ordered a temporary grounding of 171 of the company's 737 MAX-9 jets. The FAA’s call for inspections came after a blowout on an Alaska Airlines flight. Both the carrier and Spirit AeroSystems saw their shares take a hit on news of the grounding. The "Magnificent 7" in the spotlight: Apple looks to rebound after a 6% drop in the first week of 2024, while Nvidia erases last week's losses. Also in focus: The end of a 9-week win streak for the major averages, what to expect from this week's bank earnings, Cramer previews his CEO interviews from the J.P. Morgan Healthcare Conference in San Francisco. 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.

Carl Quintanilla and Jim Cramer led off the show with market reaction to the government's key December employment report: 216,000 non-farm jobs were added last month, exceeding economists' forecasts -- but October and November payrolls were revised lower. The unemployment rate held steady at 3.7%. The anchors discussed what to make of the early 2024 slump in tech and "Magnificent 7" stocks -- with the Nasdaq in the midst of a five-day losing streak. Also in focus: Red Sea attacks and the Middle East conflict’s impact on everything from Chevron and Maersk to McDonald's, Microsoft moves closer to Apple's valuation, Constellation Brands' earnings, Costco's sales jump, a look ahead to next week's bank earnings and Jim's CEO interviews from the J.P. Morgan Healthcare Conference. 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.

Jim and Jeff discuss the rally in Morgan Stanley and Wells Fargo and what this means for the economic outlook. 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 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.

The opening hour of CNBC’s "Squawk on the Street" with Carl Quintanilla, Jim Cramer and David Faber is broadcast each weekday 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 CEOs and greatest market minds. 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.

Jim and Jeff says there might be too much hype around the Magnificent 7 stocks. 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 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.

Carl Quintanilla and Jim Cramer began the hour by breaking down the markets’ rough start to the new year of trading. The Nasdaq posted its worst daily performance since October, and the worst start to the year since 2016. The anchors also discussed their expectations for the Fed Minutes; this as Richmond Fed President Tom Barkin said in a speech today that a soft landing is ‘increasing conceivable’ not inevitable, and that the potential for additional rate hikes remain on the table. The desk also shifted to Disney, which struck a deal with activist investor ValueAct Capital. The firm agreed to support Disney’s slate of board nominees at this year’s annual meeting, siding with Disney in its battle with Trian and Nelson Peltz. 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.

Jim and Jeff discuss Apple shares after Barclays downgraded the member of the Magnificent 7 market leaders basket to an underweight rating. 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 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.

The opening hour of CNBC’s "Squawk on the Street" with Carl Quintanilla, Jim Cramer and David Faber is broadcast each weekday 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 CEOs and greatest market minds. 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.

Sara Eisen and Bob Pisani wrapped up 2023's big stock market rally: Major indices on track for nine straight weeks of gains, the S&P 500 taking aim at a record closing high and poised for its longest weekly win streak in almost two decades, the Dow on a record run and the Nasdaq 100 set for its best year since 1999. Sara and Bob explored what to expect from stocks, bond yields and the Fed in 2024, along with "Magnificent 7" names such as Nvidia: The stock up more than 240% in 2023. Oppenheimer Chief Strategist John Stoltzfus joined the program to discuss his S&P 500 year-end price target of 5200 for 2024. Also in focus: The best performing tech stock of the year, oil prices' 2023 slump, the AI trade beyond tech. 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.

Sara Eisen and Bob Pisani discussed the markets looking to extend their rally one day after the Dow and Nasdaq 100posted all-time highs, while the S&P 500 continued to advance toward its own all-time high close. Two 'Magnificent 7" stock in the spotlight; Microsoft's price target raised by Wedbush to $450 from $425, as the firm sees an "iPhone moment" for the company. Tesla rallies toward a three-month high and is on track for its third-best year on record. Also in focus: Fidelity's Jurrien Timmer shares his 2024 market outlook, Delivering Alpha investor survey results including best ideas for the new year, BofA's top telecom pick for 2024. 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.

Sara Eisen and Scott Wapner delved deeper into the December stock rally, as the S&P 500 enteredWednesday's trading session within 0.5% of a record closing high. Tesla also in the mix with its stock upmore than 8% this month and a one-year gain of 135%. The anchors discussed what to expect from the EV maker's upcoming deliveries report, as well as the competition from Chinese rival BYD. Baird's internet analystshared his top social media stock picks for 2024: Is Meta at the top of his list?: Also in focus: Oil prices and the Houthi rebels’ Red Sea attacks, Apple's design chief said to be enlisted by Jony Ive and OpenAI's Sam Altman to work on anAI hardware project, Softbank's $7.6 billion windfall in T-Mobile shares, "Magnificent 7" moves, Dow dogs and dividends. 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.

Sara Eisen and Scott Wapner led off a holiday-shortened week by exploring the markets in rally mode: Major stock indices up for eight consecutive weeks -- and the 10-year note yield hovering around 3.9%. The anchors also discussed a U.S. trade tribunal's decision to ban Apple Watch imports. An analyst from Jefferies joined the program to explain why McDonald's is histop pick for 2024. Also in focus: The holiday season spending surge, Bristol Myers Squibb's second M&A deal in less than a week, U.K. billionaire to acquirea 25% stake in Manchester United, shipping giant Maersk prepares to return to the Red Sea after rebel attacks on vessels, Intel’s $25 billion chip factory investment in Israel, is OpenAI worth $100 billion? 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.

Carl Quintanilla, Scott Wapner and Leslie Picker led off the show with the Fed's preferred inflation gauge:Core PCE cooled in November -- up 3.2% year-over year, down from 3.4%. Shares of Nike tumbled afterthe company cut full-year sales guidance and announced a $2 billion cost savings plan, The anchors discussed the effect of both stories on the markets, with the major indices on track to extend their weekly win streaks to eight.Also in focus; Bristol Myers Squibb's $14 billion deal, The planned U.S. Steel-Nippon Steel merger faces scrutiny, the stocks taking a hit on China's gaming restrictions, Piper Sandler's chief investment strategist shares his 2024 market outlook, the L.A. Dodgers' latest blockbuster free agent signing. 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.

James Gorman, Morgan Stanley chairman and outgoing CEO, discusses his time as leader of Morgan Stanley, Disney’s succession planning, and more. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, Jim Cramer and David Faber discussed the markets rebounding after a Wednesday sell-offthat snapped nine-day win streaks for the Dow and Nasdaq -- and resulted in the S&P 500's worst day since September. Micron CEO Sanjay Mehrotra joined the program to discuss the AI effect on quarterly results and guidance that gave a boost to the chipmaker's stock. Also in focus: Sources tell CNBC that Warner Bros. Discovery is mulling an acquisition of Paramount Global, what’s driving Thursday's top performers on the S&P 500, A double dose of Apple news, A preview of David's exclusive interview with Morgan Stanley's outgoing CEO James Gorman. 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.

The opening hour of CNBC’s "Squawk on the Street" with Carl Quintanilla, Jim Cramer and David Faber is broadcast each weekday 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 CEOs and greatest market minds.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.

Carl Quintanilla, Jim Cramer and David Faber focused on the December rally and a fresh record high for the Dow. Both the blue-chip index and the Nasdaq are aiming for a ninth consecutive day of gains. The anchors discussed what to make of a number of stocks that are surging this month: FOMO? Also in focus: eBay’s removal from the Nasdaq 100 and a flashback to David's 2005 CNBC documentary about the company, Nike and "playing with fire," cybersecurity watch and Palo Alto Networks' red-hot stock. 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.

Jim and Jeff discuss the S&P 500 coming off its longest string of weekly gains since 2017. 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 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.

Jim Cramer and David Faber led off the show with lots of news on the M&A front: Nippon Steel agrees to acquire U.S. for $55 per share in cash, Adobe and design software startup Figma scrap their $20 billion deal, Illumina decides to divest cancer test maker Grail in wake of an antitrust ruling. The anchors explored what's next for stocks in the midst of a seven-week win streak. Costco CEO Craig Jelinek joined the program to discuss inflation, the consumer and stepping down from running the company at the beginning of next year. Also in focus: Americans' stock ownership surges, cybersecurity breach hits VF Corp. 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.

Jim and Jeff discuss the Fed’s forecast for three rate cuts next year. They also discuss the rise of Costco after the company reported better-than-expected earnings Thursday. 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 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.

Jim Cramer and David Faber led off the show with market-moving comments made to CNBC by New York Fed President John Williams: Fed policymakers "aren't really talking about rate cuts right now." You'll want to hear Jim's reaction to Williams' remarks. With major indices on track for a seven-week win streak, David highlighted the worst week for hedge fund shorts since March 2020. Also in focus: Costco posts better-than-expected results and declares a special dividend, Home Depot shares up 1,000,000% since the company's 1981 public debut, Lennar falls despite a quarterly beat, Jeff Bezos' take on the dangers of AI, Blackstone's holiday video with a Taylor Swift twist. 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.

Jim and Jeff says there could be a pullback for Wells Fargo at the end of the day. 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 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.

Carl Quintanilla, Jim Cramer and David Faber focused on the extended Fed-fueled rally in stocks, one day after the central bank announced its pivot toward potential rate cuts in 2024. The Dow coming off its first-ever close above 37,000. Apple hits a fresh record high. Cramer highlighted certain stocks to emphasize what he said the rally is all about. Also on the program: November retail sales upside surprise, Southwest CEO Bob Jordan at Post 9 on holiday travel and the airline's 2024 outlook, Moderna surges, Adobe slides, Tesla and its dancing robots. 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.

Janet Yellen, Treasury Secretary, joins Sara Eisen to discuss the Secretary’s economic outlook and Federal Reserve policy, the general public’s support for ‘Bidenomics’, and much more. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, Jim Cramer and David Faber discussed stock markets in the midst of a four-day win streak andat their highest levels of the year, as investors await Wednesday's Fed decision. Pfizer shares tumble in reaction to 2024 guidance coming in below analysts' forecasts. The anchors explored the lackluster performance of the drugmaker's stock over the past 25 years -- and reacted to comments from Ken Langone: The billionaire told CNBC he believes Eli Lilly will become the first trillion-dollar pharma company. Also in focus: Tesla recalls more than two million vehicles due to autopilot software issues, Faber Report: U.S. Steel sale update. 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.

The opening hour of CNBC’s "Squawk on the Street" with Carl Quintanilla, Jim Cramer and David Faber is broadcast each weekday 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 CEOs and greatest market minds.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.

Jim and Jeff explain why they’re exiting Oracle in the Charitable Trust. 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 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.

Carl Quintanilla, Sara Eisen and David Faber kicked off the hour by discussing the markets, riding a 6-week win streak; This as investors get ready for a big week ahead with another CPI print and Fed meeting on deck. The anchors then shifted to a slew of M&A news, including Occidental Petroleum buying Permian producer CrownRock for $12 billion. Faber also broke down Cigna calling off its pursuit of Humana, and planning for a $10 billion stock buyback. Also in the mix; TD Cowen analyst Helane Becker discussed why she chose Delta Air Lines as her top 2024 pick in the sector, saying the company is “differentiating itself from the peer group.” 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.

Jim and Jeff discuss the November jobs report after payrolls grew even faster than expected and the unemployment rate fell despite signs of a weakening economy. 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 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.

Carl Quintanilla, Jim Cramer and David Faber discussed what investors should make of the better-than-expected November jobs report ahead of next week's Fed meeting -- and as the stock markets aim for a six-week win streak. Retail and the consumer also in the spotlight: Lululemon posted a Q3 revenue beat but holiday quarter guidance came in soft. Also in focus: What Amazon CEO Andy Jassy told Cramer about the dangers of AI, Honeywell CEO Vimal Kapur joined the program to discuss his company's $5 billion acquisition of Carrier's security business, anchors react to Paramount's rally, mortgage rates hit a four-month low. 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.

Jim Cramer and David Faber led off the show with a look at Amazon and what CEO Andy Jassy told Cramer Wednesday night on CNBC about AWS, AI and the consumer this holiday season. Two CEO exclusives: Exxon Mobil's Darren Woods discussed falling oil prices, his company's growth plan and $60 billion deal to acquire Pioneer Natural Resources. Toll Brothers' Douglas Yearley spoke about his company' s earnings beat, the housing market and the homebuilder's red-hot stock -- up 80% year-to-date. Also in focus: The White House's latest move aimed at lowering drug prices, AMD taking on Nvidia by launching a new AI Chip, Alphabet's AI boost. 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.

Walmart CEO, Doug McMillon, discusses how the holiday season has gone for Walmart so far, how traffic is faring, and how the consumer is doing by income level. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jim and Jeff explain why they’re looking to add shares of Starbucks following consecutive losses. 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 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.

A wide-ranging show with Jim Cramer, David Faber and Carl Quintanilla: At Amazon headquarters, Cramer previewed his exclusive Wednesday night"Mad Money" interview with the company's CEO Andy Jassy. Jim and David discussed "Magnificent 7" stocks recently underperforming the S&P 500, while Apple returns to a $3 trillion valuation. In Nashville, Carl offered a sneak peek into the CNBC special "Cities of Success" which will premiere Wednesday night in primetime. Also in focus: Exxon Mobil and McDonald's offering game plans for growth, Starbucks' daily losing streak hits twelve, Taylor Swift named Time's Person of the Year for 2023. 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.

Jim and Jeff discuss why there’s an opportunity to buy Starbucks and P&G. 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 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.

Carl Quintanilla, Jim Cramer and David Faber explored what to make of the markets extending losses after the worst day for stocks in almost a month. The anchors also reacted to Moody's cutting its China credit outlook to "negative" from "stable" -- and discussed the ramifications. The "Magnificent 7" in the spotlight: Apple jumps after Morgan Stanley says a smartphone recovery is "not yet priced into shares." Also in focus: Starbucks shares' eleven-day losing streak, "Investor Day" guidance from Johnson & Johnson and CVS Health, Nokia tumbles on news of an AT&T-Ericsson network deal, the new "Grand Theft Auto" trailer gets leaked. 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.

Jim and Jeff explain why they’re exiting Emmerson Electric and what they're adding in its place. 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 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.

After five consecutive weeks of gains for the major indices, Carl Quintanilla and Jim Cramer discussed stocks moving lower, gold hitting a record intraday high and bitcoin surging past $42,000 for the first time in 20 months. Jim explained why he finds it "worrisome to see gold so high and to see bitcoin so high." Also in focus: Alaska Airlines agrees to acquire Hawaiian Airlines and pays a huge premium, Ford U.S. auto sales fall in November despite strong demand for EVs, Uber shares pop on S&P 500 inclusion, Spotify surges on layoffs, a not so "Marvel"-ous development for Disney. 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.

Jim and Jeff explain why this Mexican beer position in the Charitable Trust may be an opportunity to buy after Goldman Sachs upgraded the stock to ‘Conviction Buy.’ 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 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.

On the first trading day of December, Jim Cramer and David Faber explored what's ahead for stocks, including Jim's ideas for capitalizing on what he calls the "New Market" -- sparked by a bullish November. The anchors also discussed Elon Musk and Tesla's Cybertruck delivery event -- and what the vehicle could mean for the company and its stock. Also in focus: Pfizer shares slide on news surrounding its twice-daily obesity drug candidate, Disney brings back its dividend, Apple and Paramount reportedly discussed bundling their streaming services, Ulta surges. 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.