CNBC’s “Squawk on the Street” with Carl Quintanilla, Jim Cramer and David Faber is broadcast from the floor of the New York Stock Exchange, on site at the openi...
SOTS 2nd Hour: China Tariffs Latest; Palantir Surges; A Spirits Slowdown 2/4/25
A mixed morning for stocks as China announces retaliatory tariffs on some American imports like oil – Carl Quintanilla, Sara Eisen, and David Faber broke down the latest, beginning the hour with a fresh read from the ground in Beijing and some economic data (Factory Orders & JOLTS). Charles Schwab’s Chief Investment Strategist gave her reaction to all the news - warning, “Tariffs delayed doesn’t necessarily mean tariffs canceled”. Why she’s forecasting potential pain – and higher inflation – ahead. Plus, a look at how retailers are preparing – and what it means for prices. Also a busy morning for earnings: Palantir shares surging on AI demand - why Jefferies is sticking by its sell call; More on Diageo results as the stock hits 2020 lows; What PepsiCo CEO thinks of tariffs – and quarterly results; And the biopharma breakdown after new numbers out of Merck and Pfizer
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43:07
China Retaliates Against U.S. Tariffs, Palantir Soars, Merck Tumbles 02/04/25
Carl Quintanilla, Jim Cramer and David Faber explored the potential impact of China's retaliatory measures against the U.S., after President Trump's 10% tariffs on Chinese goods took effect early Tuesday morning. Palantir shares soared after AI demand fueled better-than-expected Q4 results and guidance. The anchors reacted to what Palantir CEO Alex Carp said on his company's earnings call about the Elon Musk/DOGE "disruption." Other earnings movers: Shares of Merck, Estee Lauder and PayPal take a hit -- while Spotify surges. Squawk on the Street Disclaimer
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42:56
SOTS 2nd Hour: Tariffs Impact – From Stocks to States to Your Wallet 2/3/25
Stocks selling off after President Trump announced new – and wide sweeping – tariffs on Canada, Mexico, and China… But new as of the 10AM ET hour: Mexico’s tariffs will be delayed for a month. Carl Quintanilla, Sara Eisen, and David Faber broke down what it all means for stocks, yields, and the Fed’s path for rates. Tariff talk within: Why one Canadian auto parts supplier says vehicle production could “grind to a halt”; Goldman’s Chief U.S. Equity Strategist forecasting tariffs could hit S&P earnings as much as 2-3%; The top U.S. states that could benefit – or feel the pinch – of trade swings; and the latest out of CNBC’s exclusive Fed Survey on potential market impacts Squawk on the Street Disclaimer
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45:19
Market Sell-Off: The Trump Tariffs Effect 2/3/25
Throughout the hour, Carl Quintanilla, Jim Cramer and David Faber discussed what investors should make of Monday's global market sell-off -- sparked by President Trump's executive order to impose tariffs on goods from Canada, Mexico and China. Shares of automakers, tech companies and alcoholic beverage makers among those taking a hit. Also in focus: Elon Musk's access to the Treasury Department's payments system, Nvidia and DeepSeek, what legendary investor Paul Tudor Jones told CNBC about the markets. Squawk on the Street Disclaimer
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42:23
Cramer's Morning Take: Apple 1/31/25
Jim and Jeff discuss the earnings report from this mega cap tech stock. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake CNBC Investing Club Disclaimer
CNBC’s “Squawk on the Street” with Carl Quintanilla, Jim Cramer and David Faber is broadcast from the floor of the New York Stock Exchange, on site at the opening bell with the up-to-the-minute news investors need to know and interviews with the most influential Chief Executive Officers and greatest market minds.
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