i'm carl quintanilla with leslie picker on the floor of the new york stock exchange. he says the u.s. has not skirted a recession and why it might be time to have a stash of cash on hand. >> and u.s. transportation secretary pete buttigieg on expiring ev incentives and the latest in the red sea and what it means for the supply chain. >> inside the drama surrounding disney's board as activist value act and blackwell's back the company in its battle. >>> right now, though, currently, the equity markets are firmly in the red. the dow down about 0.6%, s&p down a

i'm carl quintanilla. cramer is in the jpmorgan health care conference in san francisco. david faber at hq. s&p now once again within 1% of all-time highs. ten-year yield just north of 4. light day for david. s&p within striking distance of a new record, coming off the best trading day since november. >> nvidia shares hitting a new all-time high. it is the outlier of the magnificent seven stocks this morning, pointing to further gains in the open. boeing shares, they continue to slide a bit as more loose parts were found on max 9 jets. >> let's begin with the markets. after yesterday's rebound, jim, specifically the rebound in tech. a lot of discussion today about the renewed enthusiasm for ai, ces, semis, crypto and the like. >> it looks like it was kind of a pincher move. they came in with health care and talked about all the work they're doing for discovering new drugs and also for making a better colonoscopy. not something we want, but, yes, have to have. ces has the next generation ready for pcs. david, the democratization of tech that nvidia is offering now, it's no

i'm carl quintanilla with leslie picker at post nine of the new york stock exchange.to one jpmorgan portfolio manager who says "yes," but says to stay bullish either way >> plus, ten months after panic struck the regional banking sector, what do the quarterly numbers tell us about the strength of their balance sheets the ceo of pinnacle financial joins us after posting results >> mortgage demand jumping more than 10% this week, 30-year fix falls to a three-week low. home builder sentiment, a four-month high. we'll break down what that's all telling us about housing market. >>> righ

i'm sara eisen with carl quintanilla.live for you as always from post nine of the new york stock exchange. david faber has the morning off. take a look at stocks improved sentiment this morning compared to the last few sessions. the s&p a little changed. dow is up about 133 points and the nasdaq is lagging. technology not having a great start to 2024. take a look treasuries. this is part of the reason. we see selling of treasuries from the end of 2023. the 10-year yield is below 20%. firming up across the curve. 30 minutes into the trading session, three movers we're watching, another day, another downgrade for apple. this time from piper sandler lowering its rating to neutral from overweight, cutting its price target to $205. shares are down 4% to start the year. more apple discussion straight ahead. couple names in the health care space to watch. walgreens plunging trading at session lows right now. the company beating system but slashing its dividend by almost 50%. eli lilly shares are higher making a big move to go di

i'm sara eisen with carl quintanilla and david faber, live for us from cnbc hq. bit this morning being powered by microsoft, meta and nvidia. those are three heavy weights, of course, rising to the top of the market. we're adding to the gains on the week up almost 1.5% on the s&p. higher than that for the nasdaq which is little changed. dow rebounding as well. up about 60 points. it's lagged in part because of boeing and its issues. >> let's get some wholesale trade data with rick santelli. >> sales, these are for november. it's a november final on inventories that remain down .2 of a percent. what is very notable here, carl, is we have not had a positive number on wholesale inventories month over month since november of 2022. we've had a few unle changed but nothing positive. on the trade side, the sales. well, this is november, not a final, this is a new november, and it is unchanged. we are expecting up .4 so it's a disappointment. last month minus 1.3. it's downgraded to minus 1.5. the second worst number in wholesale trade sales of all of 2023. do remember t

i'm sara eisen with carl quintanilla. nine of the new york stock exchange. david has the morning off. take a look at stocks this morning. reaction to jobs is a little bit better than we initially saw. the s&p 500 up a quarter of 1%. nasdaq up 0. 2%. dow is rising 19 points. strength in groups like financials at the top of the list up 0.5%. consumer discretionary, energy, communication services. what's not doing well? defensive groups like real estate and health care at the bottom of the pile. for the week as a whole we're down 3% on the nasdaq, 1.5% or so on the s&p. treasuries in reaction to job. the gut was to sell treasuries with the 10-year note yield above 4% after the european cpi numbers which we'll talk about. slacking off a little bit. the 10-year went below 4. 30 minutes into the trading session. here are movers we're watching right now. fresh numbers out of beer maker constellation brands posting better than expected profit, the sales did fall short and the company had to lower its full-year guidance. berkshire

i'm carl quintanilla with leslie picker and mike santoli live at post nine.ng off. busy week taking shape that will involve macro prints, fed decision, lot of earnings, mega cap tech will follow and geopolitical tensions with oil touching 79 overnight. >> markets in wait and see mode. 30 minutes into the trading session. there are still some big movers we are watching starting with amazon terminating its planned acquisition of irobot sending shares of the roomba plunging down 10% right now. irobot saying it will lay off 31% of its staff and that its founder and ceo would step down. keep an eye on tesla out with its 10k report filing saying it expects capex to top $10 billion and see 8 to $10 billion in the following two fiscal years. the shares up a little bit as well. shares of sofi rallying after swinging to a profit in the fourth quarter, revenue jumped by more than a third as the company added to over half a million new members. sofi's ceo anthony noto joins us to break down the numbers and give us the outlook of the company and macro environment and stat

i'm sara eisen with carl quintanilla.ine of the new york stock exchange. david has the morning off. take a look at stocks reaction to the cpi number. s&p 500 little changed. kind of a tale of two markets today because tech is working, information technology, communication services, higher. that's powering the nasdaq. it's why it's positive. but most everything else is lagging, like utilities, real estate, financials, health care, materials, so the defensive and the cyclical groups both under pressure with the dow down about 75 points. take a look at treasuries. this is pornds. bond ra-- important. the bond rally halted. seeing buying with yields down. that's the most sensitive to interest rate policy expectations. 106r above 4%. not a huge move. 30 minutes into the trading session. here are movers we're watching. a landmark moment for crypto. the first ever spot bitcoin etfs trading in the u.s. after the green light from the s.e.c. bitcoin topping 47,000 after the approval highest level since the spring of 2022. we're goi

. ♪ >>> good friday morning, welcome to "squawk on the street," i'm carl quintanilla at post nine ofhe new york stock exchange. cramer is in kansas city at geha field at arrowhead stadium ahead of saturday night's wild card, which will stream exclusively on peacock. faber has the morning off. what a week. taiwan elections, dow futures are being pinched a bit. >>> our road map begins with the banks' noisy quarter. we'll get to jpmorgan, bank of america, wells, citi and blackrock. >>> we are watching oil as the u.s. and uk make these strikes in yemen. >>> tesla shares down as it halts some production in berlin. >>> as we said, unh, medical losses have shares down 4% premarket. >>> but we begin with jim in kansas city where the weather is going to be a story for you, jim, and for steelers-bills. >> coldest game in history is what they're -- certainly going to happen. it's already pretty freezing here. i will tell you, carl, this is streamed on peacock. i did come out here in part because i think that in itself is big news. i don't want to lose what the narrative is of today with the ban

i'm carl quintanilla with sara eisen live at post nine of the new york stock exchange.inues to add subs, crack down on password sharing talk about the readthrough for what those results tell us about the rest of big tech, including microsoft and adobe. >>> and while netflix doesn't want you to share, etsy is hoping you're feeling generous, launching a new

i'm carl quintanilla with sara eisen live at post 9 of the new york stock exchange.ares on pace for their worst day in more than a year after the 737 max 9 blowout. we'll talk about the street's reaction. >>> lazard chief market strategist, new role on why the fe

i'm sara eisen with carl quintanilla live on the floor of the new york stock exchange.us at why the fed will be slow to cut and his reaction to this week's strong data. >>> is the ev revolution already starting to lose their charge? the b of a economist with that call. >>> can they spark a return to former ipo market?

i'm carl quintanilla with sara eisen live on the floor of the new york stock exchange. down big as elon musk and co warn of a slowdown. we'll get into how you might want to trade that with guggenheim analyst. >>> gdp, jobless claims and more how this morning's economic data could impact the rally the s&p 500 on pace for its fifth straight record close. jpmorgan's chief economist is with us. >>> and macy's rejecting this $5.8 billion take private bid citing some financing concerns one of

i'm sara eisen with carl quintanilla. more from that social media hearing in a moment.ust getting a little testy there. senator lindsey graham going after tiktok for one of tiktok's top executives in israel resigning over anti-semitic content. first, coming up on the show today, mondelez on earnings. why the parent company of ritz and oreo saw a drop-off in demand. >> one

i'm carl quintanilla with david faber and leslie picker.fter a few days down on the dow and the s&p 500, finally some enthusiasm surrounding tech and semis as some of the etfs that track that space at an all-time. >> i we are 30 minutes into the trading session. here are some movers we're watching at this hour. shares of humana plunging, the company warning medical costs will be higher than previously expected in q4 due to higher demand for medical services. the company reports earnings next week. other names like centene and united health down shares of discover falling as shares at the company 60% due to higher bad loan provisions shares down nearly 8% right now. >>> watch apple today. the company says new versions of its watch without blood oxygen sensors will become available after apple denied a reprieve in its court fight. apple did get an upgrade from the street today more on that later lots of apple news sending shares up 2.5% >>> keep an eye on disney, activist investor nelson peltz joining us last hour saying the promises ceo bob

i'm carl quintanilla with david faber. the new york stock exchange. sara eisen is on assignment. the bulls try to make a run at s&p closing highs. a few points away, leaning heavily on tech once again which is at a record, even as materials, health care, industrials and staples are all lower. >> we are 30 minutes into the trading session today. here are three movers we are watching. shares of travelers hitting record highs after strong results there. the insurance company reporting the highest quarterly net income ever after lower than expected losses. a volatile week for spirit airlines surging after the company raised its q4 revenue guidance as the carrier is exploring restructuring options after the collapse of its deal with jeb and the company pressing jeb to appeal the verdict. we'll bring you the latest this hour. wayfair popping higher on news it's laying off 13% of the global workforce more than 1500 employees. it's the company's third restructuring since 2022. more on the state of retail and those job cuts coming

i'm carl quintanilla with david faber and mike santoli at post nine of the new york stock exchange sarassignment. got weakness to start this holiday shortened week as we wade deeper into earnings season with the banks, davos, the red sea, deflation in china and important fed speak coming up. >> we are 30 minutes into the trading session. here are three big movers we're watching more earnings from the big banks. morgan stanley and goldman sachs on the move after beating estimates. morgan stanley down about 3% goldman just above the flat line we'll break down those numbers later this hour. boeing downgraded to neutral by wells fargo. it comes as the company plans to add more quality inspections for the 737 max as well as reports today the long awaited delivery resumption of 737 max jets to china could face fresh delays. boeing off almost 6% on the deal front, semiconductor design and software firm synopsys announcing plans to acquire ansys in a cash and stock deal valued around $35 billion. >>> meantime your read on the markets as we try to get -- coming off ten positive weeks in 11 and e

i'm carl quintanilla. sara eisen. today the street debates the moves on the stock.sure. >>> more from our conversation with the ceo of ralph lawyeren. advantages and risks he's seeing from a.i. >>> marriott unveiling new growth numbers. with shares up 40% in the past year. tony capuano is with

i'm sara eisen with carl quintanilla live from the new york stock exchange.re on ultralow rates with more than $180 billion of assets under management. we'll get his outlook for the fed. >>> the straw that broke the camel's back. the ceo of united airlines casting doubt on boeing. we'll break it down with oscar munoz. >>> you'll hear from jamie salter from authentic brands. >>> market

i'm sara eisen with carl quintanilla live for you as always from post nine of the new york stock exchangehas the morning off. stocks taking a step back here, s&p down 0.1 and groups like materials, financials and consumer discretionary keeping the declines from being worse. they're higher. what's not, energy is the biggest laggard as far as sectors, real estate, industrials, utilities all down. nasdaq composite down 0.3%. we're up week to date. tesla having a comeback today and nvidia and meta higher as well ahead of some big magnificent seven earnings this afternoon out of alphabet and microsoft. treasury yields continue their rally. we got after the refunding announcement yesterday came in a little less than expected. we saw a big rally. the 10-year note yield remains lower again above the 4% level. 30 minutes into the trading session here are three big movers we're watching. shares of ups dropping, delivering a fourth quarter revenue miss and disappointing guidance. ups laying off 12,000 positions as demand remains soft. >>> shares of jetblue and spirit airlines moving big time. they a

. ♪ >>> good thursday morning, welcome to "squawk on the street," i'm carl quintanilla with jim cramerpgrade, upbeat guide from taiwan semi. yields bounce as jobless claims hit a 16-month low >>> apple is trying to lift the group as

. ♪ >>> good wednesday morning, welcome to "squawk on the street," i'm carl quintanilla with jim cramerhas the morning off. final day of january, fed decision on deck, some wariness around mega cap tech earnings but more signs of wage inflation and does that build the case for a cut? >>> our road map begins with tech earnings, microsoft among the names dragging the s&p lower. >>> delaware judge strikes dow

i'm carl quintanilla. cramer is in the jpmorgan health care conference in san francisco.again within 1% of all-time highs. ten-year yield just north of 4. light day for david. s&p within strikin

. ♪ >>> good monday morning, welcome to "squawk on the street," i'm carl quintanilla at post nine ofvery busy week ahead. jpmorgan

squawk on the street" is next ♪ >>> good friday morning, welcome to "squawk on the street," i'm carl quintanillaose out a powerful week today, five straight record highs for the s&p. and today, core pce comes in a bit light, lowest in almost three years, even as personal spending beats our road map, though, will begin with intel shares are tumbling. >>> plus, bye-bye, magnificent seven. why jim is now calling it a super six-pack >>> and inflation

." ♪ >>> good monday morning, welcome to "squawk on the street," i'm carl quintanilla with jim cramere in store between mega cap earnings, jobs number, ongoing political tensions. our road map begins with records on a roll. big tech on a rally. amazon, alphabet, microsoft, amd, all on tap this week. >>> china'

. ♪ >>> good thursday morning, welcome to "squawk on the street," i'm carl quintanilla with jim cramercrushes estimates, up 3.3% street was looking for 2%. price index drops to the lowest level in almost four years tesla's tumble, though, the first of the mag seven to

. ♪ >>> good thursday morning, welcome to "squawk on the street," aii'm carl quintanilla with jim cramerugh the first three handle on annual core in almost three years. ten-year does touch 4.05%. our road map begins with inflation picking up in december, what that means for the fed and rate policy ahead. >>> bitcoin rallying almost 8% this week, best week since early december a

." ♪ >>> good friday morning, welcome to "squawk on the street," i'm carl quintanilla with jim cramerchange. dave david faber has the morning off. 216, the higher print since september. wages run a tad hot. ten-year touches 4.10% before backing off. that's where our road map b begins, the blowout jobs report. better than

." >>> good wednesday morning, welcome to "squawk on the street," i'm carl quintanilla with jim cramerge. da david faber has the morning off. worth day for the nasdaq since october. news flow does heat up today with ism, j.o.l.t.s., and some fed minutes. our road map begins with a tough start to the year for the stocks. great expectations. rk

." ♪ >>> good thursday morning, welcome to "squawk on the street," i'm carl quintanilla with jim cramerart the year on the nasdaq. job claims come in at the lowest level since mid-october. mag seven stocks in the midst of their longest decline in more than a

♪ >>> good wednesday morning, welcome to "squawk on the street," i'm carl quintanilla with sara eisener is on assignment. futures a bit soggy as investors await tomorrow. >>> oil is elevated on a new round of houthi attacks in the red sea. ten-year is below 4%. >>> our road map begins with watching tech. rbc downgrading the sector, and one apple analyst sees little room for upside. >>> nvidia notching it

. >> yes >> not today ♪ >>> good wednesday morning, welcome to "squawk on the street," i'm carl quintanilladance at industrials. netflix does provide a big boost ahead of the open after delivering that subs beat. >>> plus at&t shares under a bit of pressure this morning

. ♪ >>> good friday morning, welcome to "squawk on the street," i'm carl quintanilla at post nine ofcramer is in kansas city at geha field at arrowhead stadium ahead of saturday night's wild card, which will stream exclusively on peacock. faber has the morning off. what a week. taiwan elections, dow futures are being pinched a bit. >>> our road map begins with the banks' noisy quarter. we'll get to jpmorgan, bank of

. ♪ >>> good friday morning, welcome to "squawk on the street," i'm carl quintanilla with jim cramer,reassert its leadership. nasdaq 100 coming off fresh all-time highs. ten-year, 4.15%. our road map begins with stocks trying to build on yesterday's gains. ndx will aim for another intraday high. >>> plus, mark zuckerberg

. ♪ >>> good wednesday morning, welcome to "squawk on the street," i'm carl quintanilla with jim cramerc warning, saying he is cautious for