i'm carl quintanilla alongside sara eisen at the new york stock exchange.d 50% this year. >> plus why mortgage rates are likely to stay high despite the recent rate cut. we'll take a look at what the new administration would mean for the housing sector and what it would take to housing prices. how it navigated a complicated relationship with the first trump white house and what the playbook might look like this time around. >> right now in the markets, the part

i'm carl quintanilla with jim cramer, david faber at post 9 of the new york stock exchange. futures steady on a big day for retail earnings, media and tech. nvidia reports tonight. one of the last a.i. catalysts of the year. target with the biggest earnings miss in two years. set to fall from 16%. plus, our parent company comcast, planning to spin off most cable networks. and nvidia earnings, the tech skbrient set to report after the bell. >> let's begin with target. tumbling after this q3 miss. they say results were hurt by consumers tightening belts. higher inventory levels came into play. retailer cuts, holiday quarter guide. this cornell on the earnings call a few moments ago. >> we aren't happy about the reduction in our outlook the remainder of the year, we believe we are managing our business appropriately and we are helping our team stay agile and ready to respond if the business accelerates. and our q4 plan is focused on ending this year with an inventory position that will best position our business going into 2025. importantly, we are still confident in our long-t

>> my cords are all -- >> david faber and carl quintanilla.k exchange. take a look at stocks ahead of a busy week. s&p 500, little changed right now. the nasdaq is down about 0.1 of 1 percent. how about treasuries? we did see a move overnight, with yields a little lower. the ten-year yield 4.27%. there's going to be a lot sold this week. we're 30 minutes into the trading session. three big movers we're watching. shares of tesla down for a sixth straight day. new delivery numbers out of china showing they sold 68,000 vehicles and that is down more than 5% from last year. big shakeup in the dow 30. nvidia and sherwin-williams will be joining the exclusive group. intel and dow getting the boot. and a tough trading day for the nuclear power-related names. amazon's deal with talen rejected by regulators. more on the fallout coming up. big moves in all of those stocks. >>> let's get some durables with rick santelli. hey, rick. >> hi, carl. happy morning, monday. durable goods are final reads. we tossed mid-month reads. the order is down one-half of

i'm carl quintanilla.en, some big interviews, citi's jane fraser, ibm, and a lot more over the next couple of hours. all time highs for the dow and s&p. we're keeping our eye on a potential six handle, best week of the year for regional banks. some of the movers, china announcing $1.4 trillion stimulus package over five years to tackle local government debt. the panel falls short of expectations. capri holding, monster beverages, down on weak demand. nvidia and sherman williams join the dow today. nvidia is the first company ever to hit a market cap of $3.6 trillion. let's get consumer sentiment with rick santelli. hey, rick. >> indeed. now, these are november preliminary. in a couple of weeks we'll get different numbers. we'll update them. what's important here is a real mixed bag. pay attention, headline number, much better than expected. 73. it's about 2 points better, and sequentially higher than 70.5. that's the strongest since april of this year. now, if we go to current conditions, it's coming in on

i'm carl quintanilla with leslie picker at post nine of the new york stock exchange.e the morning off. coming off the worst day for the nasdaq since september got opening gains. dow up 300 s&p up about 43. amazon definitely helping out as we wrap up this busy week of mag seven earnings the jobs number a little squirrely. a lot of noise 12k is a miss from the 100 estimate we'll talk about why in a bit. >> feels like the market is focused on the idiosyncratic gains. here are three big movers we're watching apple and amazon, the latest tech names to report, headed in opposite directions, despite top and bottom line beats from both names. amazon up 7%, apple down a percent. chevron and exxon both in the green after their report cards chevron announcing huge cost cuts, as much as $2 to $3 billion worth by the end of 2026 while exxon increased their dividend and watch intel. shares still cut in half on the year, but gaining this morning after better than feared numbers. those shares up more than 6% >> got some economic data crossing the tape. busy morning for them. let's ge

i'm sara eisen with carl quintanilla and david faber.he new york stock exchange. take a look at stocks after a down week. we're a little unchanged in the s&p 500. nasdaq is firmer, again, in the last week. we had a pretty broad big selloff, especially in the nasdaq. technology is lower as in sector, industrials, health care, real estate, they're all weaker. consumer discretionary starts off in the green for the week. tesla is up another 7%. some of the restaurant stocks is as well bouncing back. consumer staple, maybe because rfk was pictured with a mcdonald's. consumer staples, communication services all higher in this morning's trade. take a look at how >> again, the trend has been higher treasury yields and that continues today. we're bumping up against that 4.5 level on the 10-year. 4.461 is where we are now. the two year higher at 4.23%. here are some movers we're watching. i mentioned tesla. shares getting another pop on reports president-elect trump's transition team wants to relax rules on self-driving vehicles in the u.s. but ub

i'm carl quintanilla, jim cramer and david faber. stocks up, yields down on news of scott bessent being trump's pick for treasury. ten-year yield about a two-week low. the curve briefly inverts on this holiday shortened week. wall street is coming off a winning week as post election rally picks up steam once again. >>> back to trump's treasury pick. hedge fund manager scott bessent. what that choice could mean for global markets. warren buffett is speaking out about creating family wealth. he's giving away another $1.1 billion to four family foundations. a lot more in an interesting letter from buffett this morning. >>> let's begin with the markets as we do enter this holiday shortened week for the thanksgiving day. you mentioned yields at the early morning hours. >> look, i think we've been controlled by the ten-year. i think there was a sense that every time we get near 4.5, it's time to sell stocks. any time we get back down to 4.25, it's time to buy stocks. it's such a plistic thing, david, it's algo drive. people at home, think,

i'm carl quintanilla with courtney reagan at post nine of the new york stock exchange.r despite revenue nearly doubling year on year. $3.6 trillion market cap, each 1% move is

i'm carl quintanilla with jim cramer and david faber.he future is steady with down days for the s&p. the road map will begin of course, with the election waiting game. voting is under way. markets remain steady ahead of the open. >> plus the a.i. surge palantir shirs. after delivering a rosy outlook saying the company sees quote, unrelenting demand. >> it's too much. >> and boeing machinists set to return to work. they approved a new labor contract. the pay raise over four years, 38%. >>> let's begin with election day in the markets. nice little stat to start the day, jim. stocks have closed higher. the last five presidential election days. >> that was a great stat. i was trying to figure out, is it this positive given the fact that we have -- i would say an unusual election. unusual, antipathy, david. not a congratulations among them. not a how are you doing? just basically one candidate attacking one another, and i think the story is -- >> well, one not talking about the other directly, and then the other obviously -- i mean, for examp

i'm carl quintanilla with jim cramer, david faber, at post nine of the new york stock exchange. futures fairly steady despite surprisingly weak macro coming out of europe. the private sector there falling into contraction. euro at a two-year low. inflows to u.s. stocks up seven straight weeks. our road map with the winning week for the street. megacap names, nvidia, mta, alphabet pointing to lower opens. >> we continue to watch that so-called trump trade. this as we await insight into the president-elect's economic team, who is going to run treasury. >> i told you that. >> stark warning from citadel's ken griffin when it comes to tariffs and retail holiday expectation, gap shares are surging. it is seeing some strong demand for the big holiday season. >> let's begin with what has been an eventful week for the market. looking at flows, seven straight weeks of inflows to the u.s., eight straight weeks of outflows out of europe. >> i'm not as negative on europe as others. our market is in a strange boat. every morning between 3:00 and 4:00 a.m. there's a potential short, just -- >>

. ♪ >>> good wednesday morning, welcome to "squawk on the street," i'm carl quintanilla with jim cramernd david faber at post nine of the new york stock exchange. stocks look to open at all-time highs. donald trump's decisive and historic political comeback. the dollar and small caps are soaring. volatility collapses even as control of the house still remains unknown. road map begins with the stock surge following that historic election, donald trump becoming the first in over a century to win back the white house after losing it. >>> plus, we're keeping an eye on tesla shares because they're on a tear. of course, elon musk was amongst trump's biggest and most vocal backers and investors are betting tesla will benefit from thinks victory. >>> also on earnings watch, keep an eye on shares of cvs. they're rallying. the company does hold off on providing fourth quarter guidance. meanwhile, shares of super micro, they're headed in the opposite direction as it says it has no timetable for giving us its annual results. >>> let's, of course, begin with futures, surging today after donald trump

i'm sara eisen with carl keent quintanilla with david faber live today the media investor day.id? >> we're going to be talking with greg maffay shortly, the man who has been running liberty media for the last 19 years and announced yesterday that he will be stepping down from that position plenty to talk about with him. and then john malone, both from an interview we did a couple of weeks ago, tape, but also live because there have been so many changes, just in the last couple of weeks not to mention we'll also have a brief chat as well with jerry bruckheimer, he's done a couple of movies you may have seen along the way, sara. >> looking forward to it and i'm eager for you to ask about f1 as well david, we'll see you later this hour we'll turn to the markets right now. we are giving a little back. the s&p down a little more than a .1%. financials are up again. they have been very strong lately, having a nice day. energy, technology, ies, those sectors are all green. we're now lower for the week, down about a third of 1% nasdaq comps today down a quarter of a percent because you

carl carl quintanilla. david faber. jim cramer >>> welcome back to "squawk box.her contract offer that's going to happen on monday i want to get straight over to phil lebeau,he's got the details about what may or may not happen monday morning. >> and we will find out on andrew, andrew may 50, that's what we are in today of the machinist strike at boeing, predominantly around the puget sound area around seattle. the rank and file still need to vote on this, 38% raise over four years, previously 35% and enhanced 401(k) contribution from the company and a $12,000 signing bonus. previously the ratification bonus was $7,000 they've goosed it by 5 grand is that enough to get it over the finish line? we will find out on monday the two previous votes it was very clear the rank and file were nowhere close to being ready to accept the contract that was on the table. the initial one in september, 95% of the members voted no. that was as much of a comment about the leadership of the machinist union as it was to the contract offer it improved in terms of the number of yes vot

i'm carl quintanilla.lasry, we'll hear from jim cramer and of course we'll keep you on top of all the decisions as soon as they roll in. speaking of which, we will get to all of that shortly. fresh calls from the decision desk at nbc news, donald trump is the projected winner in the following states, north dakota with three electoral votes, the projected winner of south dakota, that would give you another three electoral votes, former president trump will also capture the state of wyoming. another three evs, and of course the big prize of the hour is the state of texas, and its 40 elec electoral votes. texas has gone red since 1980. going to take you back to anne richards time. michigan and wisconsin, too early, arizona, also too close to call. this is a live look right now at one of the ballot processing rooms in maricopa county, home to phoenix and more than half of arizona's population. 2020 was the first year arizona went blue since '96, back when bill clinton won his second term. process has run smoot

wp to "squawk on the street" pem carl quintanilla and david faber at post nine of the new york stock exchange. futures are mixed this morning and so is the reaction to retail earnings and the president-elect's announcement he'll impose import tariffs on america's three largest trading partners. 10-year yield higher, below 4.3. road map begins with the dow and s&p tracking for their best year since 2021 and retailers are crossing the tape as the holiday shopping season enters full swing. >> plus the trade threats. the president-elect vowing on day one to impose a 25% tariff on all products from mexico and canada and additional 10% tariff on goods from china. we're keeping an eye on shares of amgen this morning. they're down ahead of the open. the company said its obesity drug caused 20% of weight loss with no plateau, but seemingly not enough to please investors. >> let's begin with the markets one day after the fresh record highs for the dow and s&p and the russell which couldn't quite get it on a close. >> i think these days are all kind of rotational, though. i watch a lot of the s

." ♪ >>> good thursday morning, welcome to "squawk on the street," i'm carl quintanilla with jim cramerdavid faber at post nine of the new york stock exchange. futures add to gains after an historic day for the dow, the dollar, financials, small caps, best stock reaction to a presidential election ever. we turn to the fed this afternoon and tons of double-digit earnings movers today. our road map begins with the fed on deck poised for another rate cut as stocks look to build on that rally. >>> tesla gets a price hike following trump's win, how elon musk stands to cash in on the so-called trump trade. >>> and we got a lot of earnings to hit this morning, of course. qualcomm, arm, warner bros. discovery, zillow, novo. >>> let's begin with this post-election rally as the street awaits today's fed decision. still a lot of notes about what happened in small caps and regional banks yesterday, solar, bitcoin, you name it. >> mix of -- combination of m&a coming back, speak to david about that, lower taxes, pro growth, and a -- a kind of a reevaluation of trump one versus what we saw with presid

i'm carl quintanilla on the new york stock exchange.open south of s&p 6k. treasuries didn't get to 444 where we topped out november 6. we will watch that. >> buying after that cpi report comes in line. we will start in washington. this hour president biden meeting with president-elect trump in the oval office. our meagan casella outside

i'm carl quintanilla with jim cramer, david faber at post 9 of the new york stock exchange. futures steady after five straight gains for the s&p amid this post-election rally. bonds opener. five fed speakers, including waller this morning. our road map begins with stock continuing to ride the trump wave. futures higher as traders await nutrition details from the president-elect. >>> activist pressure at honeywell. elliott amasses a massive stake. it's pushing for the company to separate. the shares are surging on the news. >>> home depot lifts its guidance. they say sales are improving but consumers are cautious about spending. >>> let's look at the post-election rally. jim is back on set after a couple of nice days in dallas. jim, what do you continue to make of this continued roll-on? >> there's a belief that deregulation and taxes will spur much more growth than what vice president harris offered. a lot of big money guys diplomat expect this to happen. there's also -- david, you might -- i know this is maybe too much to the political, but so far people are -- people who a

." ♪ >>> good monday morning, welcome to "squawk on the street," i'm carl quintanilla with david faberfor the lame duck. no data today. the bond market's closed for veterans day. our road map begins with the roaring bull rolling on. >>> plus, as usual, keeping an eye on shares of tesla. they are popping once again

i'm carl quintanilla with jim cramer and david faber. the future is steady wit

. ♪ >>> good thursday morning, welcome to "squawk on the street," i'm carl quintanilla with jim cramerdia goes green premarket on another solid quarter, another $2 billion revenue beat. jobless claims mean while near a six-month low. our road map begins with nvidia's beat and optimistic outlook for a.i. chip demand. the stock does erase

i'm carl quintanilla with jim cramer, david faber, at post nine of the new york stock exchange.falling into contraction. euro at a two-year low. inflows to u.s. stocks up seven straight weeks. our road map with the winning week for the street. megacap names, nvidia, mta,

." ♪ >>> good monday morning, welcome to "squawk on the street," i'm carl quintanilla with jim cramere new york stock exchange. coming off a couple weeks lower on the s&p heading into an historically eventful week with an election, a fed meeting, plenty of travel and media earnings, yields are lower across the board. ten-year, 4.28%. our road map begins with the big week ahead for investors as we go into the final hours of the 2024 presidential campaign, and the potential for another fed rate cut this week. >>> plus, ge

i'm carl quintanilla with jim cramer, david faber at post 9 of the new york stock exchange.id this post-election rally. bonds opener. five fed speakers, including waller this morning. our road map begins with stock continuing to ride the trump wave. futures higher as traders await nutrition details from the

wp to "squawk on the street" pem carl quintanilla and david faber at post nine of the new york stocktrading partners. 10-year yield higher, below 4.3. road map begins with the dow and s&p tracking for their best year since 2021 and retailers are crossing the

." ♪ >>> good thursday morning, welcome to "squawk on the street," i'm carl quintanilla with jim cramerdow, the dollar, financials, small caps, best stock reaction to a presidential election ever. we turn to the fed this afternoon and tons of double-digit earnings movers today. our road map begins with the fed on deck poised for another rate cut as stocks look to build on that rally. >>> tesla gets a price hike following trump's win, how elon musk stands to cash in on the so-called trump trade. >>

i'm carl quintanilla, jim cramer and david faber.s up steam once again. >>> back to trump's treasury

. ♪ >>> good friday morning, welcome to "squawk on the street," i'm carl quintanilla with jim cramerweek and a prior day session that almost got us to records. china stimulus underwhelms again. our road map begins with a big week for investors. dow s&p eyeing their best week in a

i'm carl quintanilla with jim cramer, david faber at post 9 of the new york stock exchange.i. catalysts of the year. target with the biggest earnings miss in two years. set to fall from 16%. plus, our parent

. ♪ >>> good wednesday morning, welcome to "squawk on the street," i'm carl quintanilla with jim cramerpolitical comeback. the dollar and small caps are soaring. volatility collapses even as control of the house still remains unknown. road map begins with the stock surge following that historic election, donald trump becoming the first in over a century to win back the white house after losing it. >>> plus, we're keeping an eye