Squawk on the Street

Carl Quintanilla, Jim Cramer and David Faber discussed a big week ahead for the markets, including the Fed decision on interest rates. Sara Eisen reported SoftBank CEO Masayoshi Son will announce a $100 billion investment in the U.S. over the next four years during a Monday visit to President-elect Trump’s Mar-a-Lago estate in Florida. Also in focus: Elon Musk's windfall grows with shares of Tesla surging 75% since the election, Honeywell considers a plan to separate its aerospace business in wake of activist pressure, Goldman Sachs' 2025 outlook for the S&P 500.  Squawk on the Street Disclaimer

Cramer says this chipmaker is a ‘powerhouse’. 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

Carl Quintanilla and Sara Eisen took a closer look at Broadcom’s big earnings beat, which sent that stock soaring. The chip giant became the latest company to reach a $1 trillion valuation. Leslie Picker also joined the show to discuss the bank stocks, following reports that advisors to President-elect Trump are looking to shrink or eliminate bank regulators. Also in the mix; Steve Liesman broke out CNBC’s latest All-America Economic Survey, revealing that despite Bitcoin’s big run, the public is still hesitant to own cryptocurrencies. Squawk on the Street Disclaimer

Carl Quintanilla and Jim Cramer revisited President-elect Trump's historic Thursday visit to the New York Stock Exchange, including what Trump told Jim about China. The anchors also discussed shares of Broadcom soaring on guidance fueled by AI demand, propelling the chip supplier to a $1 trillion valuation. Also in focus: UnitedHealth Group CEO  Andrew Witty's guest essay in The New York Times saying it's time to reform a "flawed" health care system, Costco beats on earnings and RH soars. Squawk on the Street Disclaimer 

Cramer breaks down what his conversation with Trump means for Club holdings. 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

Carl Quintanilla, Sara Eisen, and David Faber discussed a historic morning at the New York Stock Exchange: president-elect Trump ringing the opening bell, walking the floor, and speaking with our own Jim Cramer after being named Time Magazine’s “Person of the Year”. NBC News’ Presidential Historian calling it a “very rare kind of appearance”, while Wharton’s Jeremy Siegel focused on Trump’s growth plans. The team also caught up with NYSE President Lynn Martin to discuss the day’s events. Also in focus: Nasdaq 20K and the key tech names to watch heading into 2025, plus what Tesla’s rally means for Elon Musk’s record-breaking wealth Squawk on the Street Disclaimer

Carl Quintanilla, Jim Cramer and David Faber covered all of the bases on an historic day on Wall Street.President-elect Donald Trump rang the opening bell at the New York Stock Exchange after being named"Person of the Year” by Time magazine for a second time. In a wide-ranging interview on the floor of the exchange, Trump told Cramer what he hopes to accomplish in his second term. Jim also spoke with Trump's choice for Treasurysecretary, Scott Bessent -- and the president-elect's pick for Health and Human Services secretary, Robert F. Kennedy Jr. Billionaire investor Bill Ackman joined the anchors at Post 9 to share his perspective on a second Trump term. Squawk on the Street Disclaimer

Cramer says he’s encouraged by this tech stock’s AI roadmap. 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

Carl Quintanilla, Sara Eisen and David Faber began the show by breaking down the latest CPI print. Consumers saw inflation pick up slightly in November, as price increases in categories like groceries, gasoline and new cars outweighed a deceleration in others like shelter during the month. The desk also discussed Albertsons terminating its merger agreement with Kroger, while also filing a suit for breach of contract. Also in the mix: mega-cap tech names continued to hit new highs, with Apple also releasing its long-awaited ChatGPT integration with Siri. Squawk on the Street Disclaimer 

Carl Quintanilla, Jim Cramer and David Faber explored market reaction to November CPI ahead of next week's Fed decision on interest rates.Albertsons called off its planned merger with Kroger and filed suit against the company for breach of contract, after federal and state judges blockedtheir deal. A CEO doubleheader at Post 9: GE Vernova's Scott Strazik discussed his company's outlook after seeing shares skyrocket since April, when it was spun off byGeneral Electric. Southwest's Bob Jordan spoke about everything from the airline's 2025 outlook to board changes sparked by activism. Also in focus: President-elect Trump picks Andrew Ferguson to chair the FTC, Walgreens reportedly in talks to be taken private, Nasdaq's march toward 20,000. Squawk on the Street Disclaimer

David Faber, Sara Eisen, and Carl Quintanilla discussed the latest for stocks - and the playbook for 2025 with Citi and Evercore’s Chief Equity Strategists. A key debate? Whether the market is over-estimating the odds for rate cuts, given so much positive data and strong earnings commentary. We break down both sides of the argument, and where to put your money to work.  Also in focus: Alaska shares on pace for their best day in years after new guidance – their CEO joined the team to break down the road ahead; Plus what to do with Oracle shares, as they slump on disappointing results there, and a deep dive into Amazon’s burgeoning drone program.  Squawk on the Street Disclaimer

Cramer says it’s worth it to trim holdings of this tech giant. 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

Carl Quintanilla, Jim Cramer and David Faber led off the show with reaction to shares of Oracle down sharply on a fiscal second-quarter miss and weaker-than-expected guidance.The anchors also discussed why Morgan Stanley analyst Adam Jonas raised his price target on Tesla to $400 and reiterated the stock's "Top Pick" status. Also in focus: Alphabet shares jump on Google's quantum computing chip, a look at OpenAI's new "Sora" AI video generation model, Boeing reportedly restarts 737 MAX production, Alaska Air soars, a sneak peek at "Cities of Success: Salt Lake City" which premieres Tuesday night on CNBC at 10pm ET/PT. Squawk on the Street Disclaimer

David Faber, Sara Eisen, and Carl Quintanilla broke down the latest for stocks ahead of a fresh inflation read later this week – and as a number of Wall Street firms raised their 2025 S&P targets (including Barclays, whose defense of that call is featured within the hour). A key focus? How the consumer’s holding up – and how tariffs could impact spending and the path for rates, with Moody’s Chief Economist arguing it could be a challenging year ahead. That said – another report says rising crypto prices could provide a big tailwind to retailers this holiday season, we’ll explain.  Another key part of today’s broadcast: big tech and what to do with Nvidia shares, as the company faces new scrutiny from Chinese antitrust regulators. The team also caught up with the author of a new deep-dive on the company, “The Nvidia Way: Jensen Huang and the Making of a Tech Giant” to discuss how to spot the next trillion dollar opportunity.  Also in focus: Hershey/Mondelez look at a potential deal, Trump’s “Golden Cabinet”, and a new call on Bank of America Squawk on the Street Disclaimer

Jim and Jeff discuss Nvidia after a regulator in China said it was investigating the chipmaker over possible violations of the country’s antimonopoly law. 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/morningtakeCNBC Investing Club Disclaimer