Squawk on the Street

Inflation once again on center stage: Carl Quintanilla, David Faber and Mike Santoli focused on market reaction to a tamer-than-expected Producer Price Index for December -- as well as growth stocks vs. value. The anchors also discussed Fed Vice Chair nominee Lael Brainard's prepared testimony on inflation ahead of her confirmation hearing on Capitol Hill. Carl, David and Mike reacted to Vice President Kamala Harris' comments to NBC's "Today" show -- she estimates COVID-19 tests for all Americans will go out next week, calling the move "a matter of urgency" for the White House. Cowen internet analyst John Blackledge joined the program to discuss his 2022 ad tech outlook as well as why he downgraded Snap. Also in focus: Delta posting better-than-expected fourth-quarter results despite the omicron variant spread, private equity firm TPG going public with the biggest IPO of 2022 so far, and AMC CEO Adam Aron unloading $7 million more of his company's shares -- but tweeting that he's finished selling. 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 on inflation watch: Markets rise despite data showing consumer prices up 7% in December from a year ago. Cramer offered his perspective on how Fed Chair Jerome Powell is handling inflation in wake of Tuesday's re-confirmation hearing on Capitol Hill. The anchors also reacted to what Domino's CEO Richard Allison told CNBC about how he sees the inflation picture. Also in focus: The financial sector's record run ahead of big bank earnings, Nasdaq coming off its best day in three weeks: Has it bottomed? Dish Network shares jump on reports it is in merger talks with DirecTV, DoorDash CEO Tony Xu joins the board of Facebook parent Meta and Biogen shares tumble on Medicare decided it would only cover the company's Alzheimer's drug under certain conditions. On day three of the J.P. Morgan Healthcare conference, Meg Tirrell interviewed Novartis CEO Vas Narasimhan about everything from its licensing of a COVID drug to Medicare's decision on covering Biogen's Alzheimer's drug. 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 began the show with a look at the market volatility, with the Nasdaq snapping a 4-day losing streak during yesterday’s late rebound. The S&P is looking to avoid it 6th straight day of declines. The anchors also hit the 1-year anniversary of the Reddit Rebellion, when Chewy co-founder Ryan Cohen was named to Gamestop’s board of directors. Shares of $GME are up more than 500% over the last 12-months. Also in the mix: Abercrombie & Fitch shares moved higher despite the retailer lowering its guidance for fourth-quarter sales. This follows Lululemon warning of reduced Q4 revenue earlier in the week, citing staff shortages and reduced store hours due to the surge in Covid-19 cases. 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 explored how investors should navigate a rough start to the week for stocks: The tech sector extending its 2022 sell-off amid rising bond yields. Bitcoin and other cryptocurrencies also continuing to take a hit. Take-Two Interactive was the S&P 500's worst performer after the home of "Grand Theft Auto" announced it has agreed to acquire mobile gaming company Zynga for $9.86 per share in cash and stock, representing a 64% premium to Friday's closing price. Take-Two Chairman & CEO Strauss Zelnick appeared on the program exclusively to discuss the deal. As part of CNBC's coverage of the virtual J.P. Morgan Health Care Conference, Meg Tirrell interviewed Gilead Sciences CEO Daniel O'Day about his company's antiviral "Remdesivir" and how the treatment is faring against the COVID-19 omicron variant. Carl, Jim and David reacted to Wall Street firms' top stock picks for 2022. 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 and Jim Cramer focused on market reaction to the big news of the morning: The December employment report showed non-farm payrolls up 199,000 -- about half of what Wall Street had been expecting -- but the unemployment rate fell to 3.9%. Cecelia Rouse -- Chair of President Biden's Council of Economic Advisers -- joined the program to discuss the jobs report, inflation, the COVID-19 omicron variant outbreak and what's at stake for the economy. GameStop shares soared on a report that the videogame retailer is launching a division to develop a marketplace for NFTs and establish cryptocurrency partnerships. The anchors did a "Squawk on the Street" flashback to April 2021 when Cramer said that GameStop has to "go crypto." Also in focus: Abbott Labs’ CEO said the company plans to boost production of its COVID-19 test kits to 100 million a month, Cramer on companies that should have gone public via IPO instead of striking SPAC deals, plus an upbeat week for the banking sector and cruise line stocks. 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 and Jim Cramer explored how investors should navigate the markets and a slumping tech sector, one day after the minutes from the December Fed meeting sparked a Wall Street sell-off on interest rate fears -- resulting in the Nasdaq's worst day in eleven months. The anchors also discussed what to make of the deepening losses in Bitcoin and other cryptocurrencies. Carl and Jim also reacted to President Biden's speech on the first anniversary of the January 6 Capitol Hill attack. Also in focus: Why Wells Fargo downgraded Target and Dollar General, Netflix gets hit with Wall Street price target cuts, the White House says COVID-19 stimulus talks with lawmakers are ongoing, plus what New York City Mayor Eric Adams told CNBC about how Wall Street should get workers back to the office. 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 tech stocks extending losses from Tuesday's sell-off in light of rising rates. David highlighted the "shellacking" growth stocks have taken as of late, including Shopify, business software provider HubSpot, plus Salesforce and Adobe -- UBS cut both stocks from "Buy" to "Neutral." Lots of news surrounding COVID, including the CDC declining to add a negative test result requirement to its updated isolation guidelines, the Biden Administration doubling its order of Pfizer's antiviral pills to treat COVID -- and French President Macron's vow to "piss off" the unvaccinated. As for autos: Ford U.S. auto sales fell in December from a year ago but surged sequentially in Q4 -- and Chrysler said it plans to have an all-electric vehicle lineup by 2028. Also in focus: Allegiant Air orders 50 Boeing 737 Max jets, media stocks' upbeat start to 2022, travel stocks get a lift and shares of Beyond Meat jumps on news that KFC will roll out the company’s fried chicken substitute nationwide starting Monday. 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 delved into another historic day for stocks: The Dow and S&P 500 setting fresh all-time highs, despite the news that daily COVID cases in the U.S. shattered records by surpassing one million on Monday. The anchors explored what's ahead for Apple one day after it briefly touched a $3 trillion valuation for the first time. They also discussed why bank stocks are helping to fuel the markets' record run. Ford among the big winners, up sharply after saying it plans to nearly double its annual production target for the "F-150 Lightning" electric pickup truck -- and announcing it would start accepting purchase orders for the vehicle. Theranos founder Elizabeth Holmes found guilty on four counts of fraud. Coverage included a report outside federal court in California, plus anchor reaction to a highlight from Cramer's 2015 interview with Holmes on CNBC. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

On the first trading day of 2022, Carl Quintanilla, Jim Cramer and David Faber explored what to expect from stocks this year after a bullish 2021. Carl and Jim returned to the NYSE for the first time since testing positive for COVID. The anchors discussed the challenges the country faces as the omicron variant outbreak accelerates – as well as developments including The FDA decision to authorize Pfizer COVID vaccine booster shots for children as young as twelve. Cramer says "I am done begging people to get vaccinated." The big stock story: Tesla shares surge after the company announced record fourth-quarter vehicle deliveries and an 87% jump in 2021 deliveries from a year ago. Also in focus: Wall Street’s bullish calls on the chip sector, AT&T and Verizon reject the FAA's request to delay the launch of 5G services -- and Apple resumes its march toward a $3 trillion market cap. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

After nearly 50 years at the company, Bob Iger is stepping away from Disney. During his 15-year tenure as its CEO, 10 as its Chairman, Iger led the transformational acquisitions of Pixar, Marvel, Lucasfilm and 21st Century Fox, launched its Disney Plus streaming platform and helped steer the company through the coronavirus pandemic. After repeatedly pushing off his retirement, Iger now says he has “no regrets” on his decision and timing around stepping down. In this exclusive sit down, CNBC’s David Faber interviews Iger on his experience leading one of the most iconic media companies, the challenges he faced during his tenure, the future of the media business and what his plans are post-Disney. This is the their full conversation from December, 2021. You can watch the full interview on CNBC.com. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

On the final trading day of 2021, Scott Wapner, Leslie Picker and Mike Santoli explored what has been a bullish year for the stock markets despite volatility and the pandemic: The S&P 500 up 27%, outperforming the Nasdaq and the Dow. The anchors looked at this year's biggest market drivers and the action surrounding "meme stocks" such as GameStop and AMC. Then there's the effect of the COVID-19 omicron variant on travel, with airlines canceling more than 1,300 flights on Thursday and the CDC warning against cruise ship travel despite vaccination status. Also in focus: The 2022 outlook for EV stocks after a year that saw Tesla join the $1 trillion market cap club and Rivian surpass General Motors and Ford to become the second-most valuable automaker in the U.S., the year’s biggest market losers - Peloton's big slump continues thanks to a Wall Street downgrade, plus: Sen. Bernie Sanders tweet-slams Warren Buffett for not intervening in a Berkshire Hathaway-owned company's labor strike. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Scott Wapner and Leslie Picker led off with a look at what's ahead for the markets one day after the S&P 500 posted its 70th record closing high of the year. Scott and Leslie also explored how businesses are grappling with the omicron variant as the U.S. and other countries shatter records for daily COVID-19 cases. The anchors reacted to comments Dr. Anthony Fauci made on CNBC about the reduced isolation guidelines. Micron and Samsung have warned that a COVID-19 lockdown in the Chinese city of Xian could impact chip production at their manufacturing plants. Tesla announces a recall of nearly 500,000 electric vehicles, but the stock is still up 50% for the year. Should you buy it in 2022? Also in focus: Billionaire investor Bill Ackman's tweet about "the Omicron scenario I was looking for." Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

One day after the "Santa Claus Rally" took a breather despite the S&P 500 hitting a new all-time high, Carl Quintanilla, Scott Wapner and Leslie Picker focused on markets trying to shrug off the omicron variant spread -- as cases surge and businesses try to cope with the outbreak without implementing lockdowns. The anchors also discussed Elon Musk's sale of another $1 billion in Tesla shares - moving closer to his goal of divesting his 10% stake in the company. The stock up 40% in three months, while Rivian, Ford and General Motors jockey for second place in the U.S. autos market cap race. Cypress Semiconductor founder and former CEO T.J. Rodgers joined the program to the share his outlook for the chip sector after a strong 2021. Also in focus: What the latest CNBC Stock Survey says about what to expect from Apple in 2022. 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, Scott Wapner and Leslie Picker discussed another record-setting day for stocks: The "Santa Claus Rally" continues with the S&P 500 hitting a fresh all-time intraday high. This as the omicron variant remains in the spotlight: The CDC cutting isolation time for those with asymptomatic COVID infections, Goldman Sachs reportedly requiring employees returning to the office to get booster shots, and Apple closing its twelve New York City stores to indoor traffic due to the omicron outbreak. Also in focus: Peloton shares down 75% this year -- are they worth buying ahead of the New Year? Plus: a record run for the chip sector, big tech moves from Tesla to Apple, and 2022 buying opportunities in the retail sector. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

On the first trading day after Christmas, Carl Quintanilla, Scott Wapner and Kayla Tausche discussed why the S&P 500 hit a new record high despite the omicron outbreak, while travel stocks are taking a hit in wake of flight cancellations and the increase in COVID cases on cruise ships. Meantime, Moderna is facing shareholder pressure over the cost of its COVID vaccines. The anchors also explored data indicating the strongest holiday sales jump in 17 years -- and what that means for the economy and retail stocks heading into 2022. Also in focus: China’s Didi blocking investors from selling their shares in the company indefinitely, GoDaddy shares jump after activist investor Starboard takes a 6.5% stake in the company, plus what’s on tap for big tech in 2022 as the group faces regulatory headwinds. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

On the final trading day before Christmas, Carl Quintanilla, Jim Cramer and David Faber focused on stocks aiming for a third straight day of gains, as investors shrug off worries about the omicron variant. Cramer weighs in on the "Santa Claus Rally" and explains why "it's very much an Nvidia market." The anchors discussed the FDA's authorization of Merck and Ridgeback Therapeutics' COVID-19 antiviral pill for emergency use -- one day after Pfizer's version was approved by the agency. Carl, Jim and David also reacted to President Biden's comments to ABC News: He said he doesn't think the shortage of at-home COVID tests is "a failure." Also in focus: Chinese stocks under pressure after Tencent announced it is slashing its stake in JD.com, Nikola shares soar after the EV startup said it completed its first electric vehicle delivery, and David's exclusive interview with Disney's Bob Iger on the future of sports rights. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

The morning after stocks recouped losses from Monday's sell-off, Carl Quintanilla, Jim Cramer and David Faber discussed what investors should make of the COVID-19 Omicron outbreak after President Biden outlined his strategy for combating the variant. The anchors stressed the importance of getting the FDA to approve an oral treatment for COVID. Delta's CEO is asking the CDC to reduce its quarantine guidelines for breakthrough cases from ten days to five, while Amazon, T-Mobile and Facebook parent Meta are among the companies pulling out of the 2022 Consumer Electronics Show due to Omicron's spread. The anchors reacted to Former FDA Commissioner Dr. Scott Gottlieb telling CNBC the government has dropped the ball when it comes to making at-home tests available. Carl, Jim and David also discussed Tesla shares rising after Elon Musk said he has "sold enough" to meet his goal of selling ten percent of his stake in the company. The anchors also reacted to Musk continuing to blast Sen. Elizabeth Warren (D-MA): In an interview with news satire website "The Babylon Bee," Musk defended the amount in taxes has he to pay and claimed Warren "hasn't paid taxes, basically, at all." Also in focus: More from David's exclusive "exit interview" with Bob Iger: Disney's outgoing chairman explained what it was like to deal with Ruppert Murdoch and Fox. 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 the markets recouping most of their losses from Monday's sell-off, which was sparked by fears about the omicron variant spread. Cramer says December 21 historically marks the start of the "Santa Claus Rally.” Carl makes a surprise announcement: Like Jim, he has tested positive for COVID-19. David Faber had an exclusive and wide-ranging "exit interview" with Disney's Bob Iger, who is stepping down as chairman at the end of the year, following a 15-year run as CEO that ended in 2020. Micron shares topped the Nasdaq 100 in early trading: CEO Sanjay Mehrotra joined the program exclusively to discuss the chipmaker's upbeat quarterly results and guidance -- and why he sees chip shortages easing in 2022. Also in focus: Nike leads the Dow higher on an earnings beat despite supply chain issues, plus a look at how investors should approach pharma/vaccine/test kit stocks as President Biden prepares to outline his strategy for combating the omicron outbreak. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jim Cramer and David Faber took a deep dive into the markets beginning the week in sell-off mode due to fears about the COVID-19 omicron variant spread: Jim says there are still "a lot of good stocks for sale." Cramer also disclosed that he has tested positive for COVID. Hear what Jim had to say about his experience and how he's feeling now. The anchors reacted to the announcement by Sen. Joe Manchin (D-WV) that he is a "No" vote on President Biden's "Build Back Better" legislation. AMC Entertainment Chairman & CEO Adam Aron appeared on the program. He discussed a strong weekend at his theaters despite the omicron spread -- the turnout sparked by the new "Spider-Man" film's blockbuster debut. Aron also spoke about his recent sale of some AMC shares after they soared and became one of the original "meme stocks." Also in focus: Moderna said data show its COVID booster shot shows higher protection against omicron, Oracle confirmed it has agreed to buy Cerner in a $28 billion deal, and David previewed his exclusive with Disney Executive Chairman and former CEO Bob Iger set to air Tuesday. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

One day after the worst sell-off for the tech sector since September, Carl Quintanilla, David Faber and Morgan Brennan focused on a volatile Friday for stocks as fears about rising rates and the COVID omicron variant spread take center stage. Shares of EV startup Rivian hit hard after the newly public company posted a quarterly loss and warned it would miss its 2021 production target. Shares of General Motors fell after it announced that the CEO of its "Cruise" autonomous driving unit is leaving the company. Also in focus: FedEx jumps on a quarterly earnings beat and a $5 billion stock buyback, The Consumer Financial Protection Bureau's inquiry into "buy now, pay later" firms including Affirm, sources say Oracle is in talks to buy infotech company Cerner, and the CDC recommends that adults receive the Pfizer and Moderna COVID vaccines rather than the Johnson & Johnson shot. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

The morning after a Fed-fueled rally, Carl Quintanilla and Jim Cramer explored the decision by Fed Chair Powell and his fellow policymakers to ramp up tapering – while indicating they might raise interest rates three times by the end of 2022. How should future rate hikes and the omicron variant outbreak fit into your investment strategy? The CDC has warned of a 55% surge in weekly COVID cases by Christmas Day, while Apple said it is delaying employees' return to the office to a date "yet to be determined." McDonald's reached a lawsuit settlement with its former CEO Steve Easterbrook, who had been fired for misconduct. Easterbrook paid back compensation valued at $105 million. Also in focus: Adobe and Lennar fall on earnings while Delta projects a surprise Q4 profit, a big list of Wall Street upgrades and downgrades, and the latest on Ford, Rivian and the EV wars. 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 led off the show with November retail sales data which came in well below economists' expectations, setting the stage for Wednesday's key Fed decision: With inflation in the mix, how much of a policy shift can investors expect? The anchors also discussed a spat between Sen. Elizabeth Warren and Elon Musk: In a tweet, Warren accused him of "freeloading" when it comes to paying taxes, Musk fired back at the senator with tweets of his own. Worries about COVID in the spotlight as cases rise and the CDC warns of a spike in infections due to the omicron variant . Will we see more shutdowns -- and is it a crisis of the unvaccinated? Also in focus: Eli Lilly shares higher on upbeat guidance, reaction to Wall Street firms' top picks for 2022, and find out why Cramer was hugging Faber. Hosted by Simplecast, an AdsWizz company. See https://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 reaction to the latest inflation data: The Producer Price Index shows wholesale prices surged in November, up 9.6% year-over-year. This as the Fed kicks off its final two-day policy meeting of 2021. Cramer explained why he believes "we have a Fed that is in trouble" and what that could mean for investors. Jim and David explored what has been a rough December for "meme stocks" such as AMC and GameStop. The anchors also discussed Elon Musk selling more shares of Tesla -- the company's market cap has fallen below $1-trillion. Pfizer announced that a final study of its antiviral COVID-19 pill showed it to be 89% effective in preventing hospitalizations and deaths in high-risk patients. Pfizer also said the drug appears to be effective against the omicron variant. Also in focus: 3M's food safety unit deal and why Morgan Stanley sees 2022 as "a critical year" for Disney. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

After the S&P 500 posted a record closing high on Friday, David Faber and Jim Cramer took a closer look at Apple: The tech giant within striking distance of hitting a $3-trillion valuation. The anchors explored a note from Goldman Sachs which says Apple, Microsoft, Nvidia, Alphabet and Tesla account for 51% of returns since April. What does this mean for investors? On the electric vehicle front: Time magazine names Elon Musk its "Person of the Year for" for 2021 -- and shares of Harley-Davidson surge on news it is taking its EV unit public via a SPAC. David and Jim also discussed Peloton firing back at its portrayal on HBO Max's "Sex and the City" reboot, which implied that its fitness equipment could lead to health complications. Peloton out with a parody ad, essentially saying that’s not true. Also in focus: Pfizer in the spotlight on a COVID booster shot study and M&A, a death in the UK from the omicron variant, Disney shares fall after "West Side Story" disappoints at the box office, and Dollar Tree vs. activists. 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 kicked off the program with market reaction to inflation data showing November's Consumer Price Index rose to highs not seen since 1982. What does this mean for the Fed? The anchors reacted to comments Costco's CFO made on his company's earnings call about the supply chain and its impact on Christmas. Oracle a big topic of discussion: The stock up double-digits on strong quarterly results and chairman Larry Ellison took a veiled swipe at cloud rival Amazon Web Services on his company's earnings call. Also in focus: SEC Chair Gary Gensler's online video comments about SPACs and protecting investors, a look back at Jim Cramer's special "CNBC Investing Club" digital event -- including what Ford CEO Jim Farley told him about demand for its electric vehicles, Broadcom jumps on earnings, AMC executives sell more shares and Peloton's slump continues after a Wall Street downgrade. 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 explored the road ahead for shares of Apple as it marches toward a $3-trillion market valuation. They also reacted to what ARK Invest CEO Cathie Wood told CNBC about the "innovation stocks" in her ETFs. Wood said "we are nowhere near a bubble." GameStop drops on a wider loss from a year ago and disclosure of an SEC subpoena, but the "meme stock" still up more than 750-percent in 2021. Jim interviewed Southwest Airlines Chairman & CEO Gary Kelly and incoming CEO Robert Jordan after the carrier's investor day. They discussed travel demand amid the pandemic, ESG commitments, and Southwest's game plan for growth once Kelly passes the torch to Jordan. Also in focus: RH shares surge on earnings while its CEO calls supply chains "the worst we've ever seen," plus a "Faber Report" on the 2022 outlook for broadband and cable companies that have seen their stocks slump this year. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

The morning after the best day for both the S&P 500 and Nasdaq since March, Carl Quintanilla, Jim Cramer and David Faber led off the show with news out of Pfizer and BioNTech: Data shows their COVID-19 vaccine neutralized the omicron variant with three shots. The anchors discussed market moves on that news and reacted to what Pfizer CEO Albert Bourla told CNBC about prospects for an omicron variant vaccine. Apple shares hit a new record high despite a report stating that iPhone 13 production was weaker-than-expected in September and October. Carl, Jim and David explored developments in the EV space: Barclays' note stating Rivian's deposit count lags those of Tesla and Ford, one Wall Street firm gives Tesla a $1580 price target and Ford CEO Jim Farley told CNBC how bullish he is about demand for the company's EVs. Also in focus: Stitch Fix tumbles more than 25%, Southwest's booking guidance, Roku rallies, a rough 2021 for broadband and wireless stocks, and Facebook parent "Meta" allows workers to delay their return to the office in wake of the pandemic. 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 began the show with a look at the markets extending yesterday’s rally, with the Dow coming off its best performance in 9 months. Among the leaders was Apple, notching a new record-high as Morgan Stanley analyst Katy Huberty boosted her price target to $200. Another big mover in the tech sector was Intel, after announcing plans to take its self-driving car unit Mobileye public in the U.S. next year. The anchors spoke exclusively with Intel CEO Pat Gelsinger, with the new company targeting an IPO valuation upwards of $50 billion. Also in the mix: American Airlines CEO Doug Parker announced he will retire next March, after more than 20 years at the helm. He will be succeeded by the carrier’s president, Robert Isom. 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 and Jim Cramer began the show with a look at the EV space heating up, as Morgan Stanley analyst Adam Jonas called Rivian “‘the one that can challenge Tesla.” Separately, Tesla shares were under pressure as the SEC opened an investigation into the company after a whistleblower disclosed solar panel defects. The anchors also hit Bitcoin’s brutal weekend, after dropping 17% from Friday night into Saturday morning, with the cryptocurrency now below $50K. Also in the mix: CNBC launched a new index, the “CNBC Next Generation 50,” which tracks stocks younger consumers and investors are most interested in. Some names in the group include Apple, Chewy, Etsy, Lyft, Moderna and Zoom Video. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Wrapping up a volatile week for stocks, Carl Quintanilla, Jim Cramer and David Faber discussed market reaction to the November jobs report, which showed non-farm payrolls up by a lower-than-expected 210,000 but the unemployment rate fell and the labor participation rate edged higher. The anchors interviewed Commerce Secretary Gina Raimondo about White House reaction to the jobs report and President Biden’s strategy for battling the COVID-19 omicron variant. Chip sector news also in the spotlight: The Federal Trade Commission said it is suing to block Nvidia’s planned $40B deal to acquire chip designer Arm from Softbank, while shares of Marvell Technology soared on quarterly results. On the flip side, stay-at-home stock darling DocuSign plunged more than 30-percent on a Q3 loss and weaker-than-expected guidance. The anchors reacted to this mea culpa from CEO Dan Springer: “We weren’t ready. We weren’t executing.” 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 explored the market volatility one day after stocks sold off on news of the first confirmed U.S. case of the COVID-19 omicron variant. Stocks surged to begin Thursday's trading but will the rally hold unlike Wednesday's action? Cramer discussed why he thinks the market is oversold and what investors should buy now. The anchors also reacted to a sharp decline in shares of Apple on a published report that says the company has warned suppliers that demand for its iPhone 13 lineup has weakened. On the flip side, Boeing shares jumped after China set a directive for resumption of 737 MAX flights. Also in focus: Ford U.S. vehicle sales rose in November as EV sales more than doubled, why one Wall Street analyst prefers General Motors to Ford, and J.P. Morgan's take on omicron: What if the variant ends up being positive for risk? Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

On the first trading day of December, Carl Quintanilla, Jim Cramer and David Faber discussed the rebound in stocks after Tuesday's sell-off was sparked by COVID and inflation fears. In a CNBC Exclusive, David Faber interviewed Exxon Mobil Chairman & CEO Darren Woods about the company's capital spending plan. The energy giant says it expects to double earnings and cash flow by 2027 from 2019's levels -- while also reducing emissions. The anchors reacted to shares of Salesforce declining sharply as guidance overshadowed better-than-expected quarterly results. The company also promoted Bret Taylor to the role of Co-CEO alongside Marc Benioff -- this after Taylor was named chairman of Twitter earlier in the week. Also in focus: Merck's oral COVID-19 treatment was narrowly endorsed by an FDA panel, EV stocks join the rally, plus Phil LeBeau's interview with the CEO of GE Aviation. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

One day after the market recouped some of its losses from Friday's big sell-off, Carl Quintanilla, Jim Cramer and David Faber focused on a rough start for stocks as worries about the COVID-19 omicron variant resurface: Moderna's CEO predicts existing vaccines will be less effective against omicron, while Regeneron's CEO says the same about its COVID antibody cocktail. The anchors discussed how investors can navigate the volatility. Carl, Jim and David also discussed what to expect from Fed Chair Powell and Treasury Secretary Yellen's testimony on the economy and COVID before the Senate Banking Committee. Also in focus: The stocks that are bucking the downtrend, the road ahead for Twitter with Parag Agrawal replacing Jack Dorsey as CEO, Walmart’s Doug McMillion expressed optimism about supply chain improvements – while Tesla’s Elon Musk tweeted that this year's "supply chain nightmare" is not over. 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 began by breaking down the bounce back in stocks following Friday’s massive sell-off, with scientists around the world scrambling for more data about the Omicron variant. Travel and energy stocks were among the top gainers on the S&P. David Faber also reported some breaking corporate news, with Twitter CEO Jack Dorsey stepping down, effective immediately. The company’s chief technology officer, Parag Agrawal, will take over the helm. Dorsey will remain a member of the Board until his term expires at the 2022 meeting of stockholders. At the time of the announcement, both shares of Twitter and Dorsey’s other company, Square, moved higher on the news. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

David Faber, Morgan Brennan and Mike Santoli began the show with a look at stocks selling off on the shortened trading day, as a new Covid variant found in South Africa triggered a global shift away from risk assets. The Dow dropped more than 1,000 points, on pace for its worst day of the year. Jim Cramer also called-in to warn investors that today’s sell-off is not a buying opportunity, given the large amount of uncertainty still remaining. Airline and cruise stocks were among the biggest laggards on the S&P 500, but stay-at-home names like Peloton and Zoom Video surged, benefitting from the renewed Covid fears. Cryptocurrencies were also not able to avoid the carnage, with Bitcoin falling into bear market territory, trading below $55K. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Heading into the Thanksgiving holiday, Carl Quintanilla, David Faber and Mike Santoli discussed what's at stake for investors in wake of this week's tech slump. The anchors also reacted to Ark Invest CEO Cathie Wood's comments to CNBC on everything from long-term risks to why she bought Zoom Media on the dips. Shares of Nordstrom and Gap each plunged more than 20% after posting disappointing Q3 results -- impacted by supply chain issues and labor costs. In a CNBC exclusive, Sara Eisen interviewed American Express CEO Steve Squeri about the recent weakness in payments stocks -- and spoke to Lin-Manuel Miranda about the reopening of Broadway. Also in focus: The Q4 outlook for airlines as holiday travel surges, HP and Dell among the earnings winners, and a mea culpa from JPMorgan Chase CEO Jamie Dimon after he made a joke about the Chinese Communist Party. 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 led off the show with a look at President Biden's decision to tap the U.S. Strategic Petroleum Reserve in an effort to lower gasoline prices at the pump. Other countries have announced similar measures. So why are energy stocks and crude prices shrugging off that news? The anchors also focused on tech the morning after a late session sell-off for the sector, including Zoom Video tumbling despite a quarterly beat -- and why one-time high fliers such as Palantir and Chegg have lost more than half of their value this year. Also in focus: Retail earnings movers such as Best Buy ahead of "Black Friday", Activision's new "Workplace Responsibility Committee," the U.S. issues warnings not to travel to Germany and Denmark due to COVID outbreaks, and Medtronic CEO Geoffrey Martha joined the program with the stock under pressure after the company lowered guidance due to the COVID resurgence and staffing shortages. Cramer asked him why investors should buy the stock. 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 began the week with breaking news out of Washington: President Biden will nominate Jerome Powell for a second term as Fed Chair and name Fed Governor Lael Brainard to serve as Fed Vice Chair. The anchors engaged in a wide-ranging discussion about a Powell second term and what it could mean for investors. The S&P 500 hit a new record high on the Powell news. Also in focus: Goldman Sachs' year-end 2022 S&P target of 5100, COVID news from lockdowns in Europe to vaccine booster shots in the U.S., what Nvidia CEO Jensen Huang told CNBC about the metaverse, Ford and Rivian scrap plans to jointly develop an electric vehicle, and Activision Blizzard CEO Bobby Kotick under fire: What he reportedly told senior managers about his future at the company. 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 market worries about COVID-19, with Austria announcing a nationwide lockdown while Germany tried to tamp down fears that it would follow suit. But in the U.S., FDA authorized use of Pfizer and Moderna's COVID vaccine booster shots for all adults. The anchors explored what investors should make of it all and which beaten-down stocks are worth buying. Carl, Jim and David also wrapped up an eventful week on the electric vehicles front -- including Ford's plans to boost EV production, a wild ride for shares of Rivian and Lucid, automakers' market cap battle, Elon Musk’s Tesla headlines and why Morgan Stanley says a potential Apple car is the "ultimate EV bear case" for some popular electric vehicle stocks. Also in focus: A new record high for the Nasdaq, what’s next for Macy's after Thursday's 21% stock surge with Black Friday one week away, President Biden's $1.7-trillion social spending and climate package heads to the Senate after being passed by the House, The Nike-Roblox partnership, Earnings movers including a double-digit surge for Intuit, and the pressure Activision's Bobby Kotick is facing to step down as CEO. 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 began the show with a look at the big tech earnings movers of day: Nvidia surging after beating Wall Street estimates, Cisco down sharply on weaker-than-expected revenue and guidance, and Alibaba slumping on a quarterly miss. Jim explained why he believes Nvidia will be the next trillion-dollar company. David spoke exclusively with Liberty Media Chairman and legendary media mogul John Malone on everything from the streaming wars and profitability to Netflix's valuation. David also interviewed Charter Communications CEO Tom Rutledge at Liberty Media's Investor Day. They discussed the future of broadband in light of the new bipartisan infrastructure law, as well as streaming and wireless growth. Also in focus: Macy's surges on an earnings beat, Ford partnering with GlobalFoundries to increase chip supplies, and a big detour for Rivian and Lucid's EV rally. 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 began the show with a look at how investors should view a new batch of retail earnings amid inflation and supply chain worries. Target shares fell despite a quarterly beat, but shares of Lowe's and TJX -- the parent of T.J. Maxx -- among the S&P 500's top performers in reaction to better-than-expected results. On the electric vehicle front: Should you buy Lucid and Rivian? Lucid briefly jumped above General Motors and Ford in market cap during pre-market trading but proceeded to fall along with Rivian. David provided an update on Activision Blizzard one day after the stock tumbled on a Wall Street Journal report which said CEO Bobby Kotick knew for years about sexual misconduct allegations at the videogame giant. Also in focus: Roku gets slapped with a “sell” rating, plus Why Cramer says a buyback is not a reason to buy Apple stock. 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 focused on a big morning for retail: Government data show October retail sales exceeded forecasts, while Walmart and Home Depot posted better-than-expected quarterly earnings and revenue. Walmart CEO Doug McMillon joined the program exclusively to discuss his company's results, the holiday season outlook, inflation and how the retail giant is navigating supply chain issues and labor shortages. Electric vehicle stocks also in the spotlight: Rivian rallies once again and has doubled its IPO price since Wednesday's public debut, Lucid jumps after reporting an increase in orders and confirming 2022 production targets, and Elon Musk sold an additional $930-million in Tesla shares to meet tax obligations. Also in focus: Peloton files for a $1-billion stock offering despite recently saying it has no need for more cash, plus market cap comparisons: Rivian closes in on doubling Ford's valuation. 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 kicked of the show with a preview of Jim's big week in San Francisco, focusing on everything from tech to retail and how to capitalize on a "metaverse market" -- with the CEOs of Nvidia, Intel, Affirm, Cisco and Macy's set to appear on "Mad Money." The anchors also explored the action in electric vehicle stocks after Tesla's 15% drop last week and Rivian's post-IPO surge. They reacted to Elon Musk's responses to Sen. Bernie Sanders' tweet on taxing the rich, including Musk tweeting "I keep forgetting that you're alive." Carl, Jim and David previewed the virtual summit between President Biden and China's President Xi -- with Cramer explaining why "the headline is Boeing.” Also in focus: How long the inflation-supply chain double whammy will last, Dollar Tree jumps on activist pressure, what to expect from this week's big retail earnings, WeWork's quarterly results and the M&A deals of the day. 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 led off with a big story: Johnson & Johnson announced it plans to split into two companies, separating its consumer business from pharmaceuticals and medical devices. What does history tell investors about the stock performance of companies that break up -- and will this trend continue in the pharma sector? A big week for the electric vehicle space as Rivian's valuation surpasses $100-billion, giving the company's founder and CEO R.J. Scaringe a stake worth about $2.2-billion. The anchors also reacted to Tesla CEO Elon Musk's tweet that taunted Rivian with a message about the "true test" of success. Also in focus: Mark Zuckerberg gets trolled in an Icelandic tourism ad mocking his "Meta" name change announcement, Nvidia gets downgraded, and MSCI CEO Henry Fernandez on everything from China trends to rating companies' commitment to ESG, and what’s at stake for investors. 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 led off the show with a slump in shares of Disney on weaker-than-expected Q4 earnings, revenue and Disney+ streaming subscriber growth: Should you buy on the dips? As for the biggest U.S. IPO since 2014: Rivian extended gains and lifted shares of its rivals one day after its strong public debut. The EV maker's market cap surpassed $90-billion, making it more valuable than General Motors and Ford. Elon Musk sold around $5-billion worth of Tesla shares this week, while AMC Entertainment CEO Adam Aron filed to sell $53-million worth of his stock, which has skyrocketed this year as one of the original “meme stocks.” Also in focus: Affirm soars after the buy-now-pay-later firm expands its partnership with Amazon and beats on quarterly revenue, Beyond Meat tumbles on a wider than expected loss, The inflation debate surrounding oil and gas production -- and honoring the men and women of the U.S. military in observance of Veterans Day. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jim Cramer and David Faber began the show by discussing the biggest IPO on a U.S. exchange since Alibaba in 2014. Rivian -- the electric vehicle maker backed by Amazon and Ford -- raises more than $11-billion in its public offering and lists on the Nasdaq under ticker symbol RIVN. Jim and David explored Rivian's public debut, its expected valuation and what it means for EV rivals such as Tesla, which saw its shares fall 16% on Monday and Tuesday combined. Inflation also in the spotlight: The Consumer Price Index jumped 6.2% in October for its biggest year-over-year surge since 1990. Two former GE executives joined the program to discuss the company's planned breakup: Discovery CEO David Zaslav and former Honeywell CEO Dave Cote. Also in focus: Nasdaq looks to bounce back after ending its 11-day win streak, and several stocks making double-digit moves on earnings news, including Doordash's big surge. 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 led off the show with the big news of the morning: Legendary conglomerate General Electric announced it plans to split into three publicly-traded companies, representing aviation, healthcare and energy. GE Chairman & CEO Larry Culp appeared on the program to discuss why he thinks such a breakup is the right way forward for the company. Also in focus: Robinhood shares fall after the trading platform disclosed a data security breach that took place last week and affected seven million customers, Nvidia jumps after unveiling its metaverse platform and strategy, Roblox soars among earnings movers and AMC falls despite the movie theater chain's narrower-than-expected loss. 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 began the show with a look at stocks continuing their record run: The Dow hitting a fresh record high led by Caterpillar -- in reaction to House passage of the bipartisan infrastructure bill which has been sent to President Biden's desk for his signature. Nucor, U.S. Steel, various materials names and EV charging stocks also participating in the rally. Cramer explored why some investors didn't buy into these stocks ahead of Friday night's vote. A different story for Tesla: The stock down sharply after Elon Musk conducted a Twitter poll asking users if he should sell a ten-percent stake in Tesla. 58-percent answered "Yes." The anchors discussed the likely reason Musk would sell his stock: He faces a $15-billion tax bill. PepsiCo Chairman & CEO Ramon Laguarta joined the program from the COP26 climate summit in Glasgow, Scotland. He spoke to CNBC's Diana Olick (who was at the event) and Jim about how sustainability and ESG goals fit into PepsiCo's growth strategy. Social media company Nextdoor made its public debut at the NYSE as part of a SPAC deal with Khosla Ventures. Jim interviewed Nextdoor CEO Sarah Friar -- a former CFO at Square -- about her company's game plan for growth as well as the social media landscape. The stock soared 26-percent within the first half-hour of trading. 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 and Jim Cramer begin the morning discussing Pfizer’s announcement that its experimental COVID-19 pill reduces the risk of death and hospitalization by 89%. Shares of Pfizer surging on the news. Plus, job creation roaring back in October as payrolls rose by 531,000 and the unemployment rate fell to 4.6%, a new pandemic low and better than expectations. Carl and Jim discuss the numbers with the U.S. Labor Secretary, Marty Walsh. Plus, Peloton shares collapse, falling 34%, as momentum for its at-home fitness equipment slows. 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 began the show with a look at Moderna shares sliding, after cutting its Covid-19 vaccine sales forecast. The company is now expecting to deliver between 700-800 million does this year, down from previous expectations of between 800 million and 1 billion doses. The anchors also interviewed Qualcomm CEO, Cristiano Amon, a day after the company reported a strong earnings beat. Qualcomm’s chip sales for smartphones were up 56% year over year. Also in the mix: IBM spinoff Kyndryl began trading at the NYSE under ticker “KD.” CEO Martin Schroeter joined the crew ahead of the newly public company’s first trade. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.