59
59
Aug 12, 2024
08/24
by
CNBC
tv
eye 59
favorite 0
quote 0
>> i'm just saying, you can, i don't know, where's david faber's going to college?> i can tell you that as well. >> she looked at four schools and he said this. no, i mean, what am i supposed to do? how do i demonstrate prowess? i think what i'm saying is that company had a good quarter. alphabet, we have no idea. >> no idea. >> and when i say alphabet, no idea. they lose this case, which they've done a substantial amount of work on with apple. >> they lost the case last week. by the way, that was in the mix. there were a lot of different stories. the department of justice winning against alphabet, this antitrust case. >> big win >> obviously going to be appealed, could be many years in terms of the remedy. >> but they won. it's like microsoft. they won. >> and then blackwell with nvidia. there were any number of important news events last week that kept pressure on this sector. >> it was very hard to figure out what would really happen, really, what will happen with alphabet. but it will take a long time. but the question was, will apple be the loser? apple doesn't
>> i'm just saying, you can, i don't know, where's david faber's going to college?> i can tell you that as well. >> she looked at four schools and he said this. no, i mean, what am i supposed to do? how do i demonstrate prowess? i think what i'm saying is that company had a good quarter. alphabet, we have no idea. >> no idea. >> and when i say alphabet, no idea. they lose this case, which they've done a substantial amount of work on with apple. >> they lost the...
56
56
Aug 9, 2024
08/24
by
CNBC
tv
eye 56
favorite 0
quote 0
. ♪ >>> good friday morning, and welcome to "squawk on the street," i'm david faber with mike santoliwe're live from post nine at the new york stock exchange. carl quintanilla is at the olympics finishing things off there. of course, big day and weekend ahead in paris. jim has a well-deserved morning off. let's give you a look at futures as we wrap up a volatile week. you know, we use that word a lot, but i think it's really applicable this time. it has been volatile, and we are looking, it would appear, for a lower open, but again, doesn't mean much of anything given what we've already seen this week during the sessions. our road map does begin with that wild week of trading, as i said. the s&p and the nasdaq came in to avoid their fourth straight week of losses. plus republican presidential nominee donald trump saying he should have a voice when the fed makes its decisions on interest rates. >>> and paramount global reporting results. that sends the stock higher in the premarket. media company taking a big writedown, though, announcing it's going to cut as much as 15% of its u.s. wo
. ♪ >>> good friday morning, and welcome to "squawk on the street," i'm david faber with mike santoliwe're live from post nine at the new york stock exchange. carl quintanilla is at the olympics finishing things off there. of course, big day and weekend ahead in paris. jim has a well-deserved morning off. let's give you a look at futures as we wrap up a volatile week. you know, we use that word a lot, but i think it's really applicable this time. it has been volatile, and...
54
54
Aug 1, 2024
08/24
by
CNBC
tv
eye 54
favorite 0
quote 0
david faber. watching the markets, dow is now down 350.new month. data today has been very weak, very dovish. whether that's claims or pmis or other macro prints we've gotten. russell not benefiting from any rate cut hopes now that september odds are 95%. the russell is down 2%. renmac had an interesting post earlier this morning, arguing the fed might be late. they could remedy that pretty quickly but there will be a point soon, they will argue, where bad economic news is bad news. >> which is notable considering they're still 100% odds of a september cut. 85.5% chance they go 25 basis points and 25% they go 50. the 50, obviously, would suggest the market's view that they are too late in not cutting in july. notable today, you now see a three handle at the front of the ten-year yield. currently around 3.98. certainly an interesting day in the markets. you can see the dow currently down more than 350 points. bill ackman's pershing square for a closed end fund, withdrawal comes a day after the fund said they would seek to raise $2 billion,
david faber. watching the markets, dow is now down 350.new month. data today has been very weak, very dovish. whether that's claims or pmis or other macro prints we've gotten. russell not benefiting from any rate cut hopes now that september odds are 95%. the russell is down 2%. renmac had an interesting post earlier this morning, arguing the fed might be late. they could remedy that pretty quickly but there will be a point soon, they will argue, where bad economic news is bad news. >>...
96
96
Aug 5, 2024
08/24
by
CNBC
tv
eye 96
favorite 0
quote 0
. >> i was talking to david faber this morning, an said, we have somebody you got to listen to, because everybody has been selling. >> we've been in business for 43 years. we've weathered a lot of cycle, but the customer continues to vote for tanker with their wallet. >> if you have a so-called strapped consumer, that doesn't mean the consumer stops. it just change the venue of where they go. >> that's right. you know, the consumer has so much choice now in the marketplace, where it's shop from home, or shop in stores, shop on the streets, shop locally. for us, the shop centers, we bring value every day, on sale every day, with your favorite brands. in fact, i was at one of our centers today, with a pair of nikes, great, unbelievable deal, and nike is coming back. their business is really good with our business. >> that's important. you would see that first. you need to have the inventory cleared. >> first of all, the stores look great with a lot of product. they're gearing up for back to school. it starts in different parts of the country at different times. >> when you would expect wi
. >> i was talking to david faber this morning, an said, we have somebody you got to listen to, because everybody has been selling. >> we've been in business for 43 years. we've weathered a lot of cycle, but the customer continues to vote for tanker with their wallet. >> if you have a so-called strapped consumer, that doesn't mean the consumer stops. it just change the venue of where they go. >> that's right. you know, the consumer has so much choice now in the...
38
38
Aug 29, 2024
08/24
by
CNBC
tv
eye 38
favorite 0
quote 0
> i'm not going to dig -- i'm just going to quote him. >> let's take a listen. >> my colleague, david faberwho appreciates your work greatly, was talking about klarna, which is a very good company. >> i love david, by the way. >> who doesn't? belle loves him, but that happens to be his mother. we were talking about klarna, and klarna is now cutting off salesforce, they don't need salesforce, they're trying to figure out exactly what to do with a.i. to me, that seemed like, i'd like to know more. let's put it that way. what to do with a.i. may mean using salesforce to do better with it. >> well, i think what customers are doing is transforming, changing how they use information technology. that's a great story. in fact, you probably saw on linkedin, jim, that klarna just posted how they're using slack to deliver a whole operating system to run their company in a whole new way using our new artificial intelligence capability that is manifested through slack. >> well, okay, so, other than the fact that you guys -- >> lot of love. goes both ways, yeah. >> i went to marc, and i said, listen, i n
> i'm not going to dig -- i'm just going to quote him. >> let's take a listen. >> my colleague, david faberwho appreciates your work greatly, was talking about klarna, which is a very good company. >> i love david, by the way. >> who doesn't? belle loves him, but that happens to be his mother. we were talking about klarna, and klarna is now cutting off salesforce, they don't need salesforce, they're trying to figure out exactly what to do with a.i. to me, that seemed...
66
66
Aug 13, 2024
08/24
by
CNBC
tv
eye 66
favorite 0
quote 0
david faber, i think that is participate of the narrative. more than elliott. >> yeah. listen, mr. schultz, of course, continues to be a force within starbucks, really only as what is a technically a large shareholder. of course he's not on the board. he has no management role and was an important figure here. in part it seems, if i could say turning on laxman or at least not giving him continued support some time back, which obviously put his job, it would seem, and clearly was, in some jeopardy. moving forward and perhaps helping, the board -- my understanding with the brian niccol thing they reached out some time back. they really didn't think they had a shot at getting him. as mellody hobson indicated, things happened pretty quickly. there had been some conversation about it, but my understanding is they thought, well, what shot do we have? >> brian is the best. howard said this is a great day for starbucks. no one better to rejuvenate the company and the starbucks' brand than him. the market's reaction is consistent with the concerns that i had, and this is the solution i had
david faber, i think that is participate of the narrative. more than elliott. >> yeah. listen, mr. schultz, of course, continues to be a force within starbucks, really only as what is a technically a large shareholder. of course he's not on the board. he has no management role and was an important figure here. in part it seems, if i could say turning on laxman or at least not giving him continued support some time back, which obviously put his job, it would seem, and clearly was, in some...
29
29
Aug 27, 2024
08/24
by
CNBC
tv
eye 29
favorite 0
quote 0
i'm david faber, he is jim cramer. we're live from the new york stock exchange.arl has the morning off. let's get a look at futures as we get ready for trading a half hour from now, we're set up for lower. >> nothing happened since i got up at 3:30, nothing. >> okay. thanks for that color. >> no problem. >> let's get to road map, tech watch, nvidia reporting quarterly results tomorrow after the bell. apple also announcing its succession plan for its longtime cfo, and bronfman drops its bid for paramount, for that deal signed up. and eli lilly slashes the cost of its blockbuster weight loss drug. it's hoping to boost access, ease some supply constraints. we will discuss. but let's start with the markets. the day after the dow hit a record close, of course, as our viewers will know, i don't care about the dow. what i care about and what many market participants measure themselves against is the s&p. or even the nasdaq. >> focus is on the nasdaq. >> and yesterday was not a really good day, really, for the nasdaq. certainly not for tech. and it does seem related to p
i'm david faber, he is jim cramer. we're live from the new york stock exchange.arl has the morning off. let's get a look at futures as we get ready for trading a half hour from now, we're set up for lower. >> nothing happened since i got up at 3:30, nothing. >> okay. thanks for that color. >> no problem. >> let's get to road map, tech watch, nvidia reporting quarterly results tomorrow after the bell. apple also announcing its succession plan for its longtime cfo, and...
41
41
Aug 21, 2024
08/24
by
CNBC
tv
eye 41
favorite 0
quote 0
good wednesday morning, welcome to "squawk on the street," i'm carl quintanilla with jim cramer, david fabert post nine of the new york stock exchange. stocks do try to reclaim their momentum after breaking that eight-day win streak. retail is a big story today. target, macy's, tjx, fed minutes and some benchmark revisions to payrolls at 10:00 a.m. our road map begins with target's quarterly beat and the profit outlook, sending the stock up double digits today. >>> plus we got the broader market looking to regain momentum, this after snapping an eight-day win streak, and interest rate policy on wall street's radar, as it always is. minutes from last month's fed meeting are due out this afternoon ahead of chair powell's jackson hole speech this friday. >>> let's begin with target, raising guidance for the full year, comps up for the first time since the holiday quarter of '22. this is what cornell had to say about the results earlier on "squawk." >> we said q2 was a time we get back to growth and that would be traffic up 3%, really important marker for us, but overall comps plus 2%, stores ar
good wednesday morning, welcome to "squawk on the street," i'm carl quintanilla with jim cramer, david fabert post nine of the new york stock exchange. stocks do try to reclaim their momentum after breaking that eight-day win streak. retail is a big story today. target, macy's, tjx, fed minutes and some benchmark revisions to payrolls at 10:00 a.m. our road map begins with target's quarterly beat and the profit outlook, sending the stock up double digits today. >>> plus we...
42
42
Aug 2, 2024
08/24
by
CNBC
tv
eye 42
favorite 0
quote 0
i know jim cramer and carl, and david faber were talking about some analysts questioning whether or notould be a going concern. i think that's a bridge too far, but -- >> that tells you how far we have come. >> when you start asking those questions, yeah, it's not good. >> ge has completely broken apart. >> exactly. >>> keith, you want to button this with any thoughts on what you are buying? >> intel is one of these stocks i will stay away from now at all costs, pun actually intended. i went after apple, microsoft, palantir, you know, i'm going to look to some other names that have been hit hard. opportunity is usually made on days like today, you just don't know it until the rear-view mirror. >> keith, one of the questions we talked about, nvidia, and your love for it over the last couple years. is this a moment of doubling down on that? and if you think nvidia at 140, you must love it at 104? >> well, i have no problem buying it, but i'm playing to a longer-term perspective. ron mace a great point. you have to be calm about it. the game is not necessarily over, but it's underway. if y
i know jim cramer and carl, and david faber were talking about some analysts questioning whether or notould be a going concern. i think that's a bridge too far, but -- >> that tells you how far we have come. >> when you start asking those questions, yeah, it's not good. >> ge has completely broken apart. >> exactly. >>> keith, you want to button this with any thoughts on what you are buying? >> intel is one of these stocks i will stay away from now at all...
30
30
Aug 26, 2024
08/24
by
CNBC
tv
eye 30
favorite 0
quote 0
. ♪ >>> good monday morning, welcome to "squawk on the street," i'm david faber alongside jim cramer.e are live from post nine at the new york stock exchange. carl has the morning off. look at that. joe was preparing you for this moment. >> yeah, and i like that. >> we are going to look at those futures. you can see they haven't changed very much from when joe just did them 30 seconds ago. >> incredible. >> it's incredible. let's get to our road map. that's also incredible. it begins with the markets post-powell and jackson hole. of course, those comments from the fed chair adding to investor optimism. we're getting a september rate cut. i think we're pretty certain on that. how dig big is the question. this week, it's all about nvidia. wall street is gearing up for the company's quarterly results due out after the bell on wednesday so we have a couple more days to talk about it. >> if we're going to put -- >> how about a countdown clock? >> solana, which is a coin no one trusts or believes in. >> let me finish the rundown. we also want to talk about kroger and albertson's. jim and he
. ♪ >>> good monday morning, welcome to "squawk on the street," i'm david faber alongside jim cramer.e are live from post nine at the new york stock exchange. carl has the morning off. look at that. joe was preparing you for this moment. >> yeah, and i like that. >> we are going to look at those futures. you can see they haven't changed very much from when joe just did them 30 seconds ago. >> incredible. >> it's incredible. let's get to our road map....
52
52
Aug 7, 2024
08/24
by
CNBC
tv
eye 52
favorite 0
quote 0
. ♪ >>> good wednesday morning, welcome to "squawk on the street," i'm david faber with jim cramer liverom post nine of the new york stock exchange. carl quintanilla is at the olympics in paris. let's give you a look at futures as we get ready to begin trading on this wednesday. half hour from now. that's looking like a very strong, quite strong open. not sure how you want to characterize that, jim. >> i'm going to call it early since the market isn't open yet. >> thank you for that. >> no problem. >> keen sense for the obvious, my partner there. our road map begins with the extension of a rebound rally for stocks. bank of japan official promising not to hike rates while markets are "unstable." >>> disney leads the earnings parade. we got plenty of them, though. as for its streaming business, it did turn a profit for the first time, but the company says it experienced weaker demand at experiences, namely theme parks. stock looking down. >>> shopify is amongst the morning's biggest gainers, however. a.i. helping to fuel its quarterly results and guidance. we're going to speak with the co
. ♪ >>> good wednesday morning, welcome to "squawk on the street," i'm david faber with jim cramer liverom post nine of the new york stock exchange. carl quintanilla is at the olympics in paris. let's give you a look at futures as we get ready to begin trading on this wednesday. half hour from now. that's looking like a very strong, quite strong open. not sure how you want to characterize that, jim. >> i'm going to call it early since the market isn't open yet....
28
28
Aug 28, 2024
08/24
by
CNBC
tv
eye 28
favorite 0
quote 0
." ♪ >>> good wednesday morning, welcome to "squawk on the street," i'm david faber along with jim cramerwe're live from post nine at the new york stock exchange. carl has the morning off. let's give you a look at futures. jim and i like to call this humpday. being a wednesday. it's also nvidia day, of course, if you haven't heard already. half the bell, we're going to get the earnings from that bellwether. our road map does begin with that very name. we are on nvidia watch. we're going to have a countdown clock soon enough. the semiconductor giant set to report, big implications for the broader market, for technology companies, for a.i. i mean, who knows what else could be at stake here? >> yeah. >>> billionaire warren buffett -- billionaire? greatest investor of all time, warren buffett. come on, guys. unloading more b of a shares, berkshire parsing its massive stake yet yet. although they have a lot of shares. >>> we'll have the latest read on the consumer, nordstrom, foot locker, pvh. >> i'm ready. you can hit me on that. >> i'm looking forward to hitting you on a lot. we'll start wit
." ♪ >>> good wednesday morning, welcome to "squawk on the street," i'm david faber along with jim cramerwe're live from post nine at the new york stock exchange. carl has the morning off. let's give you a look at futures. jim and i like to call this humpday. being a wednesday. it's also nvidia day, of course, if you haven't heard already. half the bell, we're going to get the earnings from that bellwether. our road map does begin with that very name. we are on nvidia...
56
56
Aug 20, 2024
08/24
by
CNBC
tv
eye 56
favorite 0
quote 0
david faber is calling in today with the latest.ut whether this saga was truly over. >> yeah, apparently it is not quite over yet, carl, at least maybe extended. had an opportunity to read the proposal from the bronfman group, and it is quite a group, 19 different people listed here. some well-known names, also some interesting ones including the crypto guy named brock pierce and a few other notables but the deal itself is notable because of the difference between it and the skydance accepted offer in that this offer is nothing in terms of liquidity to the shareholders. the numbers then line up somewhat similarly but, again, what is absent here is any cash being provided to those who own the b shares of paramount who want to sell. our viewers may recall the skydance deal allows for shareholers to sell as almost 50% of their b shares at a price of 15 bucks a share, again, if they choose to do so. in this deal reading the letter, the proposal which is fairly long from the group, they try to actually make a virtue out of the fact that
david faber is calling in today with the latest.ut whether this saga was truly over. >> yeah, apparently it is not quite over yet, carl, at least maybe extended. had an opportunity to read the proposal from the bronfman group, and it is quite a group, 19 different people listed here. some well-known names, also some interesting ones including the crypto guy named brock pierce and a few other notables but the deal itself is notable because of the difference between it and the skydance...
54
54
Aug 22, 2024
08/24
by
CNBC
tv
eye 54
favorite 0
quote 0
good thursday morning, welcome to "squawk on the street," i'm carl quintanilla with jim cramer, david fabert post nine of the new york stock exchange. futures fairly steady. s&p within about a percent of all-time highs. jackson hole begins. jobless claims in line. the ten-year yield recovers a bit after falling to near one-year lows yesterday. our road map begins with the markets on this jackson hole watch day as the fed minutes yesterday do indicate a september rate cut is likely. >>> on the earnings front, snowflake shares down sharply, despite the company raising guidance. it also posted results above consensus. we'll also have the latest on paramount. that company's special committee confirming it is engaging with edgar's group over that new last-minute acquisition proposal. >>> let's begin with the markets and the fed ahead of powell at jackson hole tomorrow. little bit of a relatively hawkish comment out of schmidt has the yields up a bit. >> then they went down. they go up. this day has become very important, and it's a sleepy august day, but we all know from last few years it does m
good thursday morning, welcome to "squawk on the street," i'm carl quintanilla with jim cramer, david fabert post nine of the new york stock exchange. futures fairly steady. s&p within about a percent of all-time highs. jackson hole begins. jobless claims in line. the ten-year yield recovers a bit after falling to near one-year lows yesterday. our road map begins with the markets on this jackson hole watch day as the fed minutes yesterday do indicate a september rate cut is...
63
63
Aug 6, 2024
08/24
by
CNBC
tv
eye 63
favorite 0
quote 0
i'm david faber with morgan brennan. we're live from post nine at the new york stock exchange alongside carl quintanilla who is live from paris this hour. we'll have the latest from the olympics, sara has the morning off. quick look at markets. we are rebounding ever so slightly to some extent given the significant selloff we suffered yesterday. the nasdaq had been in negative territory a few moments ago but rebounded as you see with the s&p climbing towards as much as 0.85% gain. >> 30 minutes into the trading session. three big movers we are watching. shares of caterpillar losing its early gains after topping profit expectations, revenue sliding 3.6% year over year. more on the quarter later this hour. we are up about 3.5%. uber rallying after beating estimates. revenue rolling in at $10.7 billion, higher than expected. ceo dara khosrowshahi telling cnbc earlier, quote, the consumer remains strong leading to higher than expected bookings the second quarter. take a look at shares of palantir surging after its latest rep
i'm david faber with morgan brennan. we're live from post nine at the new york stock exchange alongside carl quintanilla who is live from paris this hour. we'll have the latest from the olympics, sara has the morning off. quick look at markets. we are rebounding ever so slightly to some extent given the significant selloff we suffered yesterday. the nasdaq had been in negative territory a few moments ago but rebounded as you see with the s&p climbing towards as much as 0.85% gain. >>...
52
52
Aug 8, 2024
08/24
by
CNBC
tv
eye 52
favorite 0
quote 0
. ♪ >>> good thursday morning, and welcome to "squawk on the street," i'm david faber with jim cramerive from post nine at the new york stock exchange. carl quintanilla is at the olympics in paris. let's give you a look at futures. we're setting up for a higher open. not sure that means much, of course, if you followed yesterday. we looked like we were set up for a higher open but not a higher close. and let's start with our road map this morning. not on the markets but on what's affecting them, namely the odds of a u.s. recession. jpmorgan citing easing labor market pressures as it raises those odds. >>> plus eli lilly, the biggest gainer on the s&p premarket, it blew past earnings estimates, hiked its guidance on strong sales of what, everybody? come on. of course, it's weight loss drugs. >>> and shares of warner bros. discovery tumbling on its latest results, included a $9 billion writedown. it's a goodwill impairment charge, noncash. >> noncash. >> tv networks. it's not a great business to be in, but here we are, a tv network. and we like to talk about the markets here. hopefully
. ♪ >>> good thursday morning, and welcome to "squawk on the street," i'm david faber with jim cramerive from post nine at the new york stock exchange. carl quintanilla is at the olympics in paris. let's give you a look at futures. we're setting up for a higher open. not sure that means much, of course, if you followed yesterday. we looked like we were set up for a higher open but not a higher close. and let's start with our road map this morning. not on the markets but on...
99
99
Aug 5, 2024
08/24
by
CNBC
tv
eye 99
favorite 0
quote 0
i'm david faber with jim cramer, we're live from post 9 at the new york stock exchange. carl quintanilla is in paris at the olympics. what is going to be a significant sell-off when we begin trading 30 minutes from now and as you might expect, of course, that's where we're going to begin the show, that global market sell-off. stocks are set to tumble at the open amidst worries about an economic slowdown, this follows friday's weaker than expected jobs report. the nasdaq, by the way, already is in connection territory heading into today's session. and overnight in asia one reason why we're seeing this global sell-off, nikkei plunged 12%. that was the biggest one-day drop since black monday back in 1987, a day that jim and i both remember then. both working back then so we did go through days like this i don't know how many times not to mention the global financial crisis so always want to put them in perspective. japan was unique in a way, specific to the end carry trade to a significant appreciation in the yen as a result of that rise in interest rates there to try to co
i'm david faber with jim cramer, we're live from post 9 at the new york stock exchange. carl quintanilla is in paris at the olympics. what is going to be a significant sell-off when we begin trading 30 minutes from now and as you might expect, of course, that's where we're going to begin the show, that global market sell-off. stocks are set to tumble at the open amidst worries about an economic slowdown, this follows friday's weaker than expected jobs report. the nasdaq, by the way, already is...
46
46
Aug 23, 2024
08/24
by
CNBC
tv
eye 46
favorite 0
quote 0
good friday morning, welcome to "squawk on the street," i'm carl quintanilla with david faber, sara eisent post nine of the new york stock exchange. cramer has the morning off. stocks do look to recover some of thursday morning's losses. we got bostic in our pocket now. two-year has a 3 handle once again, healthy diet of single-ticker upgrades today as well. we will begin with the fed chair's speech, which comes just days after the fed minutes indicated policymakers do see a september rate cut as likely. we got bostic saying that passive tightening is a thing, and it might make some sense for him to bring his rate cut view forward. >> he wasn't as dovish as he could have been. he also said that inflation is not close to target and we've got more work to do, which doesn't exactly channel where the market is right now. look, as far as jackson hole, it's hard to imagine that the fed chair can go into any kind of specifics as to what the market really wants to know, which is, how big is the first cut going to be? he's not going to precommit to that. he has no incentive to do that, especially
good friday morning, welcome to "squawk on the street," i'm carl quintanilla with david faber, sara eisent post nine of the new york stock exchange. cramer has the morning off. stocks do look to recover some of thursday morning's losses. we got bostic in our pocket now. two-year has a 3 handle once again, healthy diet of single-ticker upgrades today as well. we will begin with the fed chair's speech, which comes just days after the fed minutes indicated policymakers do see a september...
42
42
Aug 15, 2024
08/24
by
CNBC
tv
eye 42
favorite 0
quote 0
i'm carl quintanilla with jim cramer, david faber at post nine of the new york stock exchange.utu futures firming up here as last week's growth scare fades further into view with walmart raising guidance, best headline print in more than two years, ten-year is above 3.9%. our road map begins with that consumer strength and walmart's big beat. stock is surging premarket, all-time highs. says they see a stage consumer health. >>> another big earnings name to watch, cisco. those shares are up after the company did top earnings and revenue estimates, even though they were both down. we're going to discuss the quarter with ceo chuck robbins. >>> and warren buffett's berkshire hathaway builds a new stake in ulta beauty. >>> july retail sales blows out expectations. walmart jumps on this quarterly beat. comps 4.2%. sam's club, 5.2. >> the electronics on this number, up 1.6, building materials up, you wouldn't have gotten that from home depot yesterday. the assembly -- the mosaic of what's going on at walmart is extraordinary. we've got overall boxes now deflated, food's been rolled ba
i'm carl quintanilla with jim cramer, david faber at post nine of the new york stock exchange.utu futures firming up here as last week's growth scare fades further into view with walmart raising guidance, best headline print in more than two years, ten-year is above 3.9%. our road map begins with that consumer strength and walmart's big beat. stock is surging premarket, all-time highs. says they see a stage consumer health. >>> another big earnings name to watch, cisco. those shares...
33
33
Aug 30, 2024
08/24
by
CNBC
tv
eye 33
favorite 0
quote 0
i'm david faber with wilfred frost, we're live from post nine at the new york stock exchange. jim and carl have the morning off. futures as we get ready to wrap up the week, the month of august. kind of wrap up the summer. sorry to say that you can see that we are headed for a bit of a higher open. >> you're going to province next week. >> thank you for telling everybody. you know my travel plans. our road map, my summer is not over, but theirs may be. the fed's preferred inflation indicator, 0.2% in july. that was as expected. we're going to discuss that with jeremy siegel who will join us. apple and nvidia reportedly in talks to invest in openai and would join microsoft and thrive capital in what is a significant funding round, value that company at over $100 billion. shares of dell are up in the premarket. the company seeing its ai server sales soar by some 80%. >>> let's start with that market reaction to the pce as we head into the final trading session of the month. wilf, looked like it more or less came in, in line so to speak. >> absolutely in line why the market react
i'm david faber with wilfred frost, we're live from post nine at the new york stock exchange. jim and carl have the morning off. futures as we get ready to wrap up the week, the month of august. kind of wrap up the summer. sorry to say that you can see that we are headed for a bit of a higher open. >> you're going to province next week. >> thank you for telling everybody. you know my travel plans. our road map, my summer is not over, but theirs may be. the fed's preferred inflation...
91
91
Aug 2, 2024
08/24
by
CNBC
tv
eye 91
favorite 0
quote 0
. >>> good friday morning, welcome, i'm carl quintany la with jim cramer and david faber. futures are sharply red as the growth steam picks up steam and jobs miss 114,000, smallest growth in almost four years, yields plummet. and it begins with megacap tech and apple seeing a slowdown. amazon margins narrowing while announcing plans to ratchet up ai spent. >> we'll keep an eye on big oil and tensions in the mideast. exxon banked one of its highest ever profits for the second quarter. chevron's earnings did miss expectations. we're also going to watch chip stocks, of course, nvidia certainly but what about intel. shares will be down sharply on news of a cost-cutting plan. the company will slash as many as 15,000 jobs. >> let's get right to the sell-off. the s&p and nasdaq on pace for their third straight week of losses as we digest megacap tech results and jobs number today. hiring did slow sharply in july. jim, yesterday, you said you thought the fed probably should have moved in july and now the market is looking at 50 in september. >> thank you, carl. yeah, i think they
. >>> good friday morning, welcome, i'm carl quintany la with jim cramer and david faber. futures are sharply red as the growth steam picks up steam and jobs miss 114,000, smallest growth in almost four years, yields plummet. and it begins with megacap tech and apple seeing a slowdown. amazon margins narrowing while announcing plans to ratchet up ai spent. >> we'll keep an eye on big oil and tensions in the mideast. exxon banked one of its highest ever profits for the second...
42
42
Aug 29, 2024
08/24
by
CNBC
tv
eye 42
favorite 0
quote 0
. >> i was joking with david faber about how when they say you worked around the clock that you meantid said yeah, sure. but there is another sidelight to you that you race cars. you race cars. and where it seems like you never have to sleep. so around the clock for you is not the same as everybody else. is that not true? >> everything is endurance. it's about the small little details. putting the team together. it's about focusing on the outcomes. and we took all of that preparation and put it into action with our crisis management team. we worked around the clock. so did a lot of our customers. and that's what collectively we needed to do. and we worked hand in hand and bringing them back to health. in automated ways and in many manual ways. but we were out there with them and our partners solving the issue at happened. >> i want to make sure i got this right. so you're in talks. no actual papers filed. it could be anything -- because obviously when you talk about law it could be anything. but this is not something -- you're treating this as this could be ameliorated. >> well, i thi
. >> i was joking with david faber about how when they say you worked around the clock that you meantid said yeah, sure. but there is another sidelight to you that you race cars. you race cars. and where it seems like you never have to sleep. so around the clock for you is not the same as everybody else. is that not true? >> everything is endurance. it's about the small little details. putting the team together. it's about focusing on the outcomes. and we took all of that...
52
52
Aug 15, 2024
08/24
by
CNBC
tv
eye 52
favorite 0
quote 0
. >> so help me here this morning my partner david faber turned to me and he goes, jim, none of the money'sfor some of these programs like chips, i know you're excited about the chip act but it hasn't even come out yet. where are we really in all the i.r.a. and chips money in terms of how far along the whole process is >> so maybe we'll go through each >> yes, please >> on iij, which is really focused in on infrastructure, we're probably 60% appropriated to 30% spent so the money has been flowing to the states remember there was two parts top up on the formulaic transportation type spending and then there were grant money. and so the grant money has been flowing as well as the top ups on the formula-based work. so that's been going and we've seen that in our pipeline. >> and you have a lot of that. >> we have a good amount of it in our pipeline -- so double-digit growth in the top line in water as well as in advanced facilities, which is the segue to chips the chips act, remember, those companies had already started those fabs and then made applications for the moneys. >> okay. >> so whethe
. >> so help me here this morning my partner david faber turned to me and he goes, jim, none of the money'sfor some of these programs like chips, i know you're excited about the chip act but it hasn't even come out yet. where are we really in all the i.r.a. and chips money in terms of how far along the whole process is >> so maybe we'll go through each >> yes, please >> on iij, which is really focused in on infrastructure, we're probably 60% appropriated to 30% spent so...
66
66
Aug 5, 2024
08/24
by
CNBC
tv
eye 66
favorite 0
quote 0
david faber on friday said to me on the air, he said how do the ceoss feel? this is in paris. said the way they were acting -- again, we saw them early in the week before things started to tumble. there was no sense that this fall and this winter were going to be bad. >> that's not good. >> i know. i'm just saying was that a contra indicator? what's the mood of the corner office? >> when was the greatest mood in the history of the economy and people felt we had the greatest president in the world and i did an interview and asked him about that one patient in washington and if it would turn into anything. remember davos? >> i remember. >> the envy of the world. everyone was so happy about everything. davos is always -- >> contra indicator. >> it's sad that the guys that should know sometimes, like ceos, are sometimes the last to know. how about our friend w.b.? >> w.b., warren buffett, selling half of his stake in apple. >> that is voting with your feet. >> that is voting with your feet. >> half sgl. >> he clearly thinksone of two things. either -- >> what did he say when he ca
david faber on friday said to me on the air, he said how do the ceoss feel? this is in paris. said the way they were acting -- again, we saw them early in the week before things started to tumble. there was no sense that this fall and this winter were going to be bad. >> that's not good. >> i know. i'm just saying was that a contra indicator? what's the mood of the corner office? >> when was the greatest mood in the history of the economy and people felt we had the greatest...
47
47
Aug 14, 2024
08/24
by
CNBC
tv
eye 47
favorite 0
quote 0
good wednesday morning, welcome to "squawk on the street," i'm carl quintanilla with jim cramer, david fabert postnine of the new york stock exchange. futures are steady as cpi does come in light, first time since 2021. that's two dovish prints this week as we await retail sales tomorrow. our road map begins with the inflation picture. likely keeping a rate cut on the table for september. >>> plus it is the biggest deal of the year, candy giant mars acquiring kellanova, equity value around $30 billion, it's $83.50 a share. we're going to break down the details around this snacking deal. >>> shares of nvidia continue to rebound, up double digits for the week already. that's about $400 billion in additional market value in just four days. >>> let's begin with this market reaction to cpi. 0.2 month on month is in plline although jim, unrounded is a dovish 0.2. >> if it's all shelter and we just saw some really good numbers, by the way, for mortgage and refi, then maybe that takes care of itself. i think what's happened is that housing has finally gotten to the point where people are saying, it'
good wednesday morning, welcome to "squawk on the street," i'm carl quintanilla with jim cramer, david fabert postnine of the new york stock exchange. futures are steady as cpi does come in light, first time since 2021. that's two dovish prints this week as we await retail sales tomorrow. our road map begins with the inflation picture. likely keeping a rate cut on the table for september. >>> plus it is the biggest deal of the year, candy giant mars acquiring kellanova,...
26
26
Aug 27, 2024
08/24
by
CNBC
tv
eye 26
favorite 0
quote 0
i'm david faber, he is jim cramer. we're live from the new york stock exchange. as we get ready for trading a half hour from now, we're set up for lower. >> nothing happened since i got up at 3:30, nothing. >> okay. thanks for that color. >> no problem. >> let's get to road map, tech
i'm david faber, he is jim cramer. we're live from the new york stock exchange. as we get ready for trading a half hour from now, we're set up for lower. >> nothing happened since i got up at 3:30, nothing. >> okay. thanks for that color. >> no problem. >> let's get to road map, tech
95
95
Aug 1, 2024
08/24
by
CNBC
tv
eye 95
favorite 0
quote 0
good thursday morning, welcome to "squawk on the street," i'm carl quintanilla with jim cramer and david faber since february. ten-year, awfully close to 4% as jobless claims come in highest in a year. our road map begins with meta's big beat. stock is surging on its latest results. revenue up
good thursday morning, welcome to "squawk on the street," i'm carl quintanilla with jim cramer and david faber since february. ten-year, awfully close to 4% as jobless claims come in highest in a year. our road map begins with meta's big beat. stock is surging on its latest results. revenue up
44
44
Aug 6, 2024
08/24
by
CNBC
tv
eye 44
favorite 0
quote 0
. >>> good tuesday morning, welcome to "squawk on the street," i'm david faber with jim cramer, livella is in paris. trading one-half hour from now, very different picture this morning than it was 24 hours ago, but frankly a bit of a muted rally at this point, our road map begins, of course, as you might expect with the markets after that major selloff yesterday,
. >>> good tuesday morning, welcome to "squawk on the street," i'm david faber with jim cramer, livella is in paris. trading one-half hour from now, very different picture this morning than it was 24 hours ago, but frankly a bit of a muted rally at this point, our road map begins, of course, as you might expect with the markets after that major selloff yesterday,
56
56
Aug 19, 2024
08/24
by
CNBC
tv
eye 56
favorite 0
quote 0
fubo co-founder and ceo david gandler sits down with david faber at 4:00 p.m.t want to miss, mike. >> all right. contessa, thanks so much. >> sure. >>> the philippines is reporting its first case of mpox from a person with no recent travel outside of the country. the world health organization declared the virus a global public health emergency just last week. joining us now for more dr. scott gottlieb, former fda commissioner and cnbc contributor and serves on the board of pfizer and illumina. we've heard of monkeypox. mpox is that renamed. it's been around for how long and what's the significance of this latest country where it's found? >> two different strains of monkeypox spread in africa that are endemic to africa. in west africa we see the strain that circulated in 2022 and caused the global pandemic and cases we saw in the u.s. what's spreading right now is the different strain, what we call clade 1 spreading primarily in the drc, the congo. there have been 14,000 reported cases, probably vastly understated because they don't have a lot of testing in plac
fubo co-founder and ceo david gandler sits down with david faber at 4:00 p.m.t want to miss, mike. >> all right. contessa, thanks so much. >> sure. >>> the philippines is reporting its first case of mpox from a person with no recent travel outside of the country. the world health organization declared the virus a global public health emergency just last week. joining us now for more dr. scott gottlieb, former fda commissioner and cnbc contributor and serves on the board of...
62
62
Aug 8, 2024
08/24
by
CNBC
tv
eye 62
favorite 0
quote 0
. ♪ >>> good thursday morning, and welcome to "squawk on the street," i'm david faber with jim cramerhe olympics in paris. let's give you a look at futures. we're setting up for a higher open. not sure that means much, of course, if you followed yesterday. we looked like we were set up for a higher open but not a higher close. and let's start with our road map this morning. not on the markets but on what's
. ♪ >>> good thursday morning, and welcome to "squawk on the street," i'm david faber with jim cramerhe olympics in paris. let's give you a look at futures. we're setting up for a higher open. not sure that means much, of course, if you followed yesterday. we looked like we were set up for a higher open but not a higher close. and let's start with our road map this morning. not on the markets but on what's
46
46
Aug 21, 2024
08/24
by
CNBC
tv
eye 46
favorite 0
quote 0
good wednesday morning, welcome to "squawk on the street," i'm carl quintanilla with jim cramer, david faberr breaking that eight-day win streak. retail is a big story today. target, macy's, tjx, fed minutes and some benchmark revisions to payrolls at 10:00 a.m. our road map begins with target's quarterly beat and the profit outlook, sending the stock up double digits today. >>> plus we got the broader market looking to regain momentum, this after snapping an eight-day win streak, and interest rate policy
good wednesday morning, welcome to "squawk on the street," i'm carl quintanilla with jim cramer, david faberr breaking that eight-day win streak. retail is a big story today. target, macy's, tjx, fed minutes and some benchmark revisions to payrolls at 10:00 a.m. our road map begins with target's quarterly beat and the profit outlook, sending the stock up double digits today. >>> plus we got the broader market looking to regain momentum, this after snapping an eight-day win...
51
51
Aug 23, 2024
08/24
by
CNBC
tv
eye 51
favorite 0
quote 0
good friday morning, welcome to "squawk on the street," i'm carl quintanilla with david faber, sara eisen
good friday morning, welcome to "squawk on the street," i'm carl quintanilla with david faber, sara eisen
33
33
Aug 26, 2024
08/24
by
CNBC
tv
eye 33
favorite 0
quote 0
. ♪ >>> good monday morning, welcome to "squawk on the street," i'm david faber alongside jim cramer.the morning off. look at that. joe was preparing you for this moment. >> yeah, and i like that. >> we are going to look at those futures. you can see they haven't changed very much from when joe just did them 30 seconds ago. >> incredible. >> it's incredible. let's get to our road map. that's also incredible.
. ♪ >>> good monday morning, welcome to "squawk on the street," i'm david faber alongside jim cramer.the morning off. look at that. joe was preparing you for this moment. >> yeah, and i like that. >> we are going to look at those futures. you can see they haven't changed very much from when joe just did them 30 seconds ago. >> incredible. >> it's incredible. let's get to our road map. that's also incredible.
36
36
Aug 28, 2024
08/24
by
CNBC
tv
eye 36
favorite 0
quote 0
." ♪ >>> good wednesday morning, welcome to "squawk on the street," i'm david faber along with jim cramer morning off. let's give you a look at futures. jim and i like to call this humpday. being a wednesday. it's also nvidia day, of course, if you haven't heard already. half the bell, we're going to get the earnings from that bellwether. our road map does begin with that very name. we are on nvidia watch. we're going to have a countdown clock soon enough. the
." ♪ >>> good wednesday morning, welcome to "squawk on the street," i'm david faber along with jim cramer morning off. let's give you a look at futures. jim and i like to call this humpday. being a wednesday. it's also nvidia day, of course, if you haven't heard already. half the bell, we're going to get the earnings from that bellwether. our road map does begin with that very name. we are on nvidia watch. we're going to have a countdown clock soon enough. the
36
36
Aug 29, 2024
08/24
by
CNBC
tv
eye 36
favorite 0
quote 0
i'm david faber. that's jim cramer. we're live from post nine at the new york stock exchange. give you a quick look at futures. of course, we get started with trading on this thursday in august. you can see we are expecting a higher open. we've got a lot to talk about this morning. >> oh, my. >> and let's get right to it. our road map, well, we'll call it the a.i. trade, of course. nvidia's
i'm david faber. that's jim cramer. we're live from post nine at the new york stock exchange. give you a quick look at futures. of course, we get started with trading on this thursday in august. you can see we are expecting a higher open. we've got a lot to talk about this morning. >> oh, my. >> and let's get right to it. our road map, well, we'll call it the a.i. trade, of course. nvidia's
71
71
Aug 15, 2024
08/24
by
CNBC
tv
eye 71
favorite 0
quote 0
i'm carl quintanilla with jim cramer, david faber at post nine of the new york stock exchange.are fades further into view with walmart raising guidance, best headline print in more than two years, ten-year is above 3.9%. our road map begins with that consumer strength and walmart's big beat. stock is surging premarket, all-time highs. says they see a stage consumer health. >>> another big earnings name to watch, cisco. those shares are u
i'm carl quintanilla with jim cramer, david faber at post nine of the new york stock exchange.are fades further into view with walmart raising guidance, best headline print in more than two years, ten-year is above 3.9%. our road map begins with that consumer strength and walmart's big beat. stock is surging premarket, all-time highs. says they see a stage consumer health. >>> another big earnings name to watch, cisco. those shares are u
62
62
Aug 12, 2024
08/24
by
CNBC
tv
eye 62
favorite 0
quote 0
. ♪ >>> good monday morning, welcome to "squawk on the street," i'm david faber, that is jim cramer.ack from paris. he is going to be back tomorrow, all three of us, barring unforeseen circumstances, injury, you never know. >> stop it. >> i'm kidding. you know, like, in the game, you know? your knee. >> if you come out of the tunnel and go to the
. ♪ >>> good monday morning, welcome to "squawk on the street," i'm david faber, that is jim cramer.ack from paris. he is going to be back tomorrow, all three of us, barring unforeseen circumstances, injury, you never know. >> stop it. >> i'm kidding. you know, like, in the game, you know? your knee. >> if you come out of the tunnel and go to the
30
30
Aug 7, 2024
08/24
by
CNBC
tv
eye 30
favorite 0
quote 0
. ♪ >>> good wednesday morning, welcome to "squawk on the street," i'm david faber with jim cramer liventanilla is at the olympics in paris. let's give you a look at futures as we get ready to begin trading on this wednesday. half hour from now. that's looking like a very strong, quite strong open. not sure how you want to characterize that, jim. >> i'm going to call it early since the market isn't open yet. >> thank you for that. >> no problem. >>
. ♪ >>> good wednesday morning, welcome to "squawk on the street," i'm david faber with jim cramer liventanilla is at the olympics in paris. let's give you a look at futures as we get ready to begin trading on this wednesday. half hour from now. that's looking like a very strong, quite strong open. not sure how you want to characterize that, jim. >> i'm going to call it early since the market isn't open yet. >> thank you for that. >> no problem. >>
42
42
Aug 22, 2024
08/24
by
CNBC
tv
eye 42
favorite 0
quote 0
good thursday morning, welcome to "squawk on the street," i'm carl quintanilla with jim cramer, david faberhange. futures fairly steady. s&p within about a percent of all-time highs. jackson hole begins. jobless claims in line. the ten-year yield recovers a bit after falling to near one-year lows yesterday. our road map begins with the markets on this jackson hole watch day as the fed minutes yesterday do indicate a september rate cut is likely. >>> on the earnings front, snowflake shares down sharply, despite the company raising guidance.
good thursday morning, welcome to "squawk on the street," i'm carl quintanilla with jim cramer, david faberhange. futures fairly steady. s&p within about a percent of all-time highs. jackson hole begins. jobless claims in line. the ten-year yield recovers a bit after falling to near one-year lows yesterday. our road map begins with the markets on this jackson hole watch day as the fed minutes yesterday do indicate a september rate cut is likely. >>> on the earnings front,...
74
74
Aug 9, 2024
08/24
by
CNBC
tv
eye 74
favorite 0
quote 0
. ♪ >>> good friday morning, and welcome to "squawk on the street," i'm david faber with mike santoliolympics finishing things off there. of course, big day and weekend ahead in paris. jim has a well-deserved morning off. let's give you a look at futures as we wrap up a volatile week. you know, we use that word a lot, but i think it's really applicable this time. it has been volatile, and we are looking, it would appear, for a lower open, but again, doesn't mean much of anything given what we've already seen this week during the
. ♪ >>> good friday morning, and welcome to "squawk on the street," i'm david faber with mike santoliolympics finishing things off there. of course, big day and weekend ahead in paris. jim has a well-deserved morning off. let's give you a look at futures as we wrap up a volatile week. you know, we use that word a lot, but i think it's really applicable this time. it has been volatile, and we are looking, it would appear, for a lower open, but again, doesn't mean much of...
86
86
Aug 14, 2024
08/24
by
CNBC
tv
eye 86
favorite 0
quote 1
good wednesday morning, welcome to "squawk on the street," i'm carl quintanilla with jim cramer, david faberlight, first time since 2021. that's two dovish prints this week as we await retail sales tomorrow. our road map begins with the inflation picture. likely keeping a rate cut on the table for september. >>> plus it
good wednesday morning, welcome to "squawk on the street," i'm carl quintanilla with jim cramer, david faberlight, first time since 2021. that's two dovish prints this week as we await retail sales tomorrow. our road map begins with the inflation picture. likely keeping a rate cut on the table for september. >>> plus it
43
43
Aug 30, 2024
08/24
by
CNBC
tv
eye 43
favorite 0
quote 0
i'm david faber with wilfred frost, we're live from post nine at the new york stock exchange.f august. kind of wrap up the summer. sorry to say that you can see that we are headed for a bit of a higher open. >> you're going to province next week. >> thank you for telling everybody. you know my travel plans. our road map, my summer is not over, but theirs may
i'm david faber with wilfred frost, we're live from post nine at the new york stock exchange.f august. kind of wrap up the summer. sorry to say that you can see that we are headed for a bit of a higher open. >> you're going to province next week. >> thank you for telling everybody. you know my travel plans. our road map, my summer is not over, but theirs may
81
81
Aug 2, 2024
08/24
by
CNBC
tv
eye 81
favorite 0
quote 0
. >>> good friday morning, welcome, i'm carl quintany la with jim cramer and david faber.
. >>> good friday morning, welcome, i'm carl quintany la with jim cramer and david faber.
15
15
Aug 17, 2024
08/24
by
GBN
tv
eye 15
favorite 0
quote 0
. >> the lack of faber mangles later, the lack of faber in giffnock labour labour foreign secretary davidd to integrate. he said in an article for the times that the rioters have forgotten that tolerance is one of the key values of being british. now i think that people smeared as far right are actually much more tolerant than their ancestors would have been if imported, stagecoach reinsman pued if imported, stagecoach reinsman plied a child with honey mead and with a judith raanan of freons engaged in unwanted prank and prank. local barons wouldn't coverit and prank. local barons wouldn't cover it up for the good of diversity. those reinsman would have been shown the inside of an iron maiden, and if a saracen had detonated an amphora of naphtha at a minstrels recital, i don't think my ancestors would be singing. don't look back in angenl be singing. don't look back in anger. i think they'd look back in a lot of anger and burn them in a lot of anger and burn them in a lot of anger and burn them in a big fire. and david seems to be british when it suits him, but caribbean when it doesn't t
. >> the lack of faber mangles later, the lack of faber in giffnock labour labour foreign secretary davidd to integrate. he said in an article for the times that the rioters have forgotten that tolerance is one of the key values of being british. now i think that people smeared as far right are actually much more tolerant than their ancestors would have been if imported, stagecoach reinsman pued if imported, stagecoach reinsman plied a child with honey mead and with a judith raanan of...