Squawk on the Street

Carl Quintanilla, Jim Cramer and David Faber led off the show with Target shares plunging. The retailer cut its holiday quarter forecast and posted its biggest earnings miss in about two years. The anchors compared Target's challenges with Walmart's Q3 beat and raised guidance. Comcast announced its intent to spin off most of NBCUniversal's cable networks to create a new publicly traded company. Also in focus: What to expect from Nvidia's earnings due out after Wednesday's close of trading, Delta's revenue guidance disappoints, earnings from TJX and Williams-Sonoma, President-elect Trump's latest cabinet picks including Dr. Oz, Disney's Treasure cruise ship debut. Comcast is the parent of NBCUniversal, of which CNBC is a unit. Squawk on the Street Disclaimer

Carl Quintanilla, Sara Eisen and David Faber discussed the latest headlines out of Russia and Ukraine, after Vladimir Putin lowered the threshold for his country’s use of nuclear weapons. On the earnings front, the desk hit the strong results out of Walmart, which pushed the stock to a new all-time high. Staying with the consumer, Sara Eisen also took a closer look at RFK Jr.’s plans to “make America healthy again,” and broke down which food and snack stocks might be at risk. Squawk on the Street Disclaimer

Jim and Jeff discuss the potential tailwinds for this cybersecurity 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

Carl Quintanilla, Jim Cramer and David Faber discussed market reaction to the latest Russia-Ukraine war developments, which sent stocks down sharply around the globe and yields falling in a flight to quality. Russian President Vladimir Putin lowered his country's threshold for use of nuclear weapons. How should investors navigate this environment? Walmart was a bright spot: Shares moved higher on better-than-expected Q3 results and raised guidance heading into the holiday season. Also in focus; Justice Department antitrust officials reportedly want Google to sell its Chrome browser, Lowe's shares fall despite a Q3 beat. Squawk on the Street Disclaimer

Carl Quintanilla, Sara Eisen and David Faber began the hour by looking at the markets, after stocks suffered their worst week since early September. Tech was also a big focus today, following a report in The Information that Nvidia AI chips were overheating, which sent shares of the tech giant lower. On the other hand, Tesla shares surged following reports that President-elect Trump’s transition team is looking to ease rules for self-driving vehicles. Also in focus: CVS added 4 new members to its board, including Glenview Capital CEO Larry Robbins, who joined the program for a CNBC exclusive interview. Squawk on the Street Disclaimer

Carl Quintanilla, Jim Cramer and David Faber led off the show with the "Trump trade." Tesla shares resumed their big post-election rally, on a report stating President-elect Trump's transition team is seeking to ease rules for self-driving cars. The anchors also discussed the newest selections for Trump's cabinet, as well as Elon Musk's role in the battle for positions including Treasury Secretary. Also in focus: Nvidia shares move lower on a report about AI chip server worries, CVS Health makes board changes in a deal with activist investor Glenview Capital, Netflix says the Jake Paul-Mike Tyson fight was a record-breaker, Faber Report on the NBA-Warner Bros. Discovery settlement over broadcast rights. Squawk on the Street Disclaimer

Cramer says he’s nervous about this tech retailer. 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, David Faber and Sara Eisen discussed the latest for stocks as the S&P heads for a down week. Sara broke down the latest on the retail front – after new data showed U.S. Retail Sales rose for the month of October – and discussed the road ahead for Tapestry in an exclusive with the company’s CEO. Also in focus: Elon Musk’s Elections Scorecard, a big jump in Uranium stocks, Trump’s latest cabinet picks, and key takeaways from a slew of new 13F reports. Squawk on the Street Disclaimer

Carl Quintanilla, Jim Cramer and David Faber engaged in a wide-ranging discussion about the Trump transition -- including the President-elect's choice of Robert F. Kennedy Jr. to become Health and Human Services secretary, news which sent shares of vaccine makers sharply lower. Also in focus: Stocks extend Thursday's losses on Fed Chair Powell's rate cut comments, a "Faber Report" on Elon Musk's xAI raising as much as $6 billion in fresh capital, tech earnings from Alibaba to Applied Materials, Warren Buffett's Berkshire Hathaway discloses its stake in Domino's Pizza, a special visit from the chairman of a company whose stock is up 150% this year. Squawk on the Street Disclaimer

Carl Quintanilla and Sara Eisen – alongside David Faber, live from Liberty Media’s media day – broke down the results boosting Disney shares alongside this morning’s latest inflation and jobs data. Sara and Carl also hit the latest for Tapestry & Capri, as they call off their mega-merger. Also in focus: exclusives with Liberty Media’s Chairman John Malone on the many changes coming to the company and the media landscape, plus a deep dive with outgoing CEO Greg Maffei on his next ventures. Squawk on the Street Disclaimer

Carl Quintanilla, Jim Cramer and David Faber led off the show with Disney shares surging on better-than-expected Q4 results and guidance. What's ahead for the company's streaming strategy? David interviewed Liberty Media Chairman John Malone -- the cable pioneer who will soon become the company's Interim CEO. At Liberty Media Investor Day, David spoke exclusively with Charter Communications CEO Chris Winfrey about the company's all-stock deal to acquire Liberty Broadband. Also in focus: Cisco's earnings beat, the post-election rally stalls, "China effect" on the markets, Delivering Alpha highlights -- from AI-generated video featuring David and Andrew Ross Sorkin, to Ben Affleck on linear as a "tremendous opportunity." Squawk on the Street Disclaimer

Carl Quintanilla, Sara Eisen and David Faber began the hour with the markets, a day after the S&P and Nasdaq broke a 5-day win streak. Later in the hour, Eunice Yoon joined live from Beijing looking at the impact of President-elect Trump’s proposed China tariffs. Also in focus: the desk discussed the spike in Dogecoin following news that Elon Musk would join the new Trump administration, and ‘Heartbreak Is the National Anthem’ author Rob Sheffield joined the set at Post 9 to discuss the economic impact of Taylor Swift. Squawk on the Street Disclaimer

Cramer thinks this Club holding will benefit if mortgage rates fall. 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

One day after the post-election rally took a detour, Carl Quintanilla, Jim Cramer and David Faber discussed market reaction to inflation data -- a slight increase in October CPI year-over-year. Lots of news involving Formula 1 owner Liberty Media: Greg Maffei is stepping down as CEO at the end of this year and will be succeeded by chairman John Malone on an interim basis. Liberty is spinning off most of its assets and Charter Communication agreed to acquire Liberty Broadband in an all-stock deal. Also in focus: The Trump transition and Elon Musk's role in a new "Department of Government Efficiency," Nvidia and Softbank forge an AI partnership, Volkswagen's $5.8 billion investment in EV maker Rivian. Squawk on the Street Disclaimer

Cramer sees an opportunity to buy more of this home improvement 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

Carl Quintanilla, David Faber and Sara Eisen discussed the latest for stocks after the S&P 500 passed 6k for the first time, and Bitcoin staged a historic rally to new all-time highs. Also in focus: Exclusive comments from Home Depot’s CFO after fresh numbers there; Why one $26 billion dollar asset manager says to bet on healthcare here; The latest from West Palm Beach as Trump’s transition makes headlines; And a deep dive into Meta and Honeywell, two stocks targeted by activist investors today. Squawk on the Street Disclaimer

Carl Quintanilla, Jim Cramer and David Faber stayed on top of the record-setting post-election rally.The anchors also reacted to activist investor Elliott Management taking a $5 billion stake in Honeywell, sending shares of the Dow component up sharply. Shopify President Harley Finkelstein joined the program to discuss his company's better-than-expected results, which sparked a 20% surge in its stock. Also in focus: Home Depot's earnings beat and view on the consumer, Trump transition update, all things Tesla. Squawk on the Street Disclaimer

Carl Quintanilla, David Faber and Sara Eisen discussed the latest for stocks after the S&P 500 hit its 50th all-time high of the year. Can the rally continue? CFRA’s Sam Stovall brought the team his predictions, while one business leader projected more M&A activity ahead. Also in focus: Bitcoin all-time highs, rent vacancies falling for the first time in 2 years, and a deep-dive on one outperforming sector on the year: the airlines. Squawk on the Street Disclaimer

Carl Quintanilla, David Faber and Sara Eisen discussed the post-election rally gaining steam. Major stock indices and bitcoin setting new all-time highs. The anchors explored "Trump trade" winners including Tesla: Shares of the EV Maker extended their nearly 30% gain from last week, thanks to Elon Musk's connection with the President-elect. Also in focus: What Citi CEO Jane Fraser told Sara about regulation under a new Trump administration, Wall Street calls on Nvidia, Trump vs. Fed Chair Powell, the post-election windfall for CEOs of mega-cap companies, honoring our veterans. Squawk on the Street Disclaimer

Jim and Jeff explain why The Club is selling this industrial 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