Squawk on the Street

Carl Quintanilla, Jim Cramer and David Faber began the show with a look at the big tech earnings movers of day: Nvidia surging after beating Wall Street estimates, Cisco down sharply on weaker-than-expected revenue and guidance, and Alibaba slumping on a quarterly miss. Jim explained why he believes Nvidia will be the next trillion-dollar company. David spoke exclusively with Liberty Media Chairman and legendary media mogul John Malone on everything from the streaming wars and profitability to Netflix's valuation. David also interviewed Charter Communications CEO Tom Rutledge at Liberty Media's Investor Day. They discussed the future of broadband in light of the new bipartisan infrastructure law, as well as streaming and wireless growth. Also in focus: Macy's surges on an earnings beat, Ford partnering with GlobalFoundries to increase chip supplies, and a big detour for Rivian and Lucid's EV rally. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, Jim Cramer and David Faber began the show with a look at how investors should view a new batch of retail earnings amid inflation and supply chain worries. Target shares fell despite a quarterly beat, but shares of Lowe's and TJX -- the parent of T.J. Maxx -- among the S&P 500's top performers in reaction to better-than-expected results. On the electric vehicle front: Should you buy Lucid and Rivian? Lucid briefly jumped above General Motors and Ford in market cap during pre-market trading but proceeded to fall along with Rivian. David provided an update on Activision Blizzard one day after the stock tumbled on a Wall Street Journal report which said CEO Bobby Kotick knew for years about sexual misconduct allegations at the videogame giant. Also in focus: Roku gets slapped with a “sell” rating, plus Why Cramer says a buyback is not a reason to buy Apple stock. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, Jim Cramer and David Faber focused on a big morning for retail: Government data show October retail sales exceeded forecasts, while Walmart and Home Depot posted better-than-expected quarterly earnings and revenue. Walmart CEO Doug McMillon joined the program exclusively to discuss his company's results, the holiday season outlook, inflation and how the retail giant is navigating supply chain issues and labor shortages. Electric vehicle stocks also in the spotlight: Rivian rallies once again and has doubled its IPO price since Wednesday's public debut, Lucid jumps after reporting an increase in orders and confirming 2022 production targets, and Elon Musk sold an additional $930-million in Tesla shares to meet tax obligations. Also in focus: Peloton files for a $1-billion stock offering despite recently saying it has no need for more cash, plus market cap comparisons: Rivian closes in on doubling Ford's valuation. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, Jim Cramer and David Faber kicked of the show with a preview of Jim's big week in San Francisco, focusing on everything from tech to retail and how to capitalize on a "metaverse market" -- with the CEOs of Nvidia, Intel, Affirm, Cisco and Macy's set to appear on "Mad Money." The anchors also explored the action in electric vehicle stocks after Tesla's 15% drop last week and Rivian's post-IPO surge. They reacted to Elon Musk's responses to Sen. Bernie Sanders' tweet on taxing the rich, including Musk tweeting "I keep forgetting that you're alive." Carl, Jim and David previewed the virtual summit between President Biden and China's President Xi -- with Cramer explaining why "the headline is Boeing.” Also in focus: How long the inflation-supply chain double whammy will last, Dollar Tree jumps on activist pressure, what to expect from this week's big retail earnings, WeWork's quarterly results and the M&A deals of the day. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, Jim Cramer and David Faber led off with a big story: Johnson & Johnson announced it plans to split into two companies, separating its consumer business from pharmaceuticals and medical devices. What does history tell investors about the stock performance of companies that break up -- and will this trend continue in the pharma sector? A big week for the electric vehicle space as Rivian's valuation surpasses $100-billion, giving the company's founder and CEO R.J. Scaringe a stake worth about $2.2-billion. The anchors also reacted to Tesla CEO Elon Musk's tweet that taunted Rivian with a message about the "true test" of success. Also in focus: Mark Zuckerberg gets trolled in an Icelandic tourism ad mocking his "Meta" name change announcement, Nvidia gets downgraded, and MSCI CEO Henry Fernandez on everything from China trends to rating companies' commitment to ESG, and what’s at stake for investors. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla. Jim Cramer and David Faber led off the show with a slump in shares of Disney on weaker-than-expected Q4 earnings, revenue and Disney+ streaming subscriber growth: Should you buy on the dips? As for the biggest U.S. IPO since 2014: Rivian extended gains and lifted shares of its rivals one day after its strong public debut. The EV maker's market cap surpassed $90-billion, making it more valuable than General Motors and Ford. Elon Musk sold around $5-billion worth of Tesla shares this week, while AMC Entertainment CEO Adam Aron filed to sell $53-million worth of his stock, which has skyrocketed this year as one of the original “meme stocks.” Also in focus: Affirm soars after the buy-now-pay-later firm expands its partnership with Amazon and beats on quarterly revenue, Beyond Meat tumbles on a wider than expected loss, The inflation debate surrounding oil and gas production -- and honoring the men and women of the U.S. military in observance of Veterans Day. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jim Cramer and David Faber began the show by discussing the biggest IPO on a U.S. exchange since Alibaba in 2014. Rivian -- the electric vehicle maker backed by Amazon and Ford -- raises more than $11-billion in its public offering and lists on the Nasdaq under ticker symbol RIVN. Jim and David explored Rivian's public debut, its expected valuation and what it means for EV rivals such as Tesla, which saw its shares fall 16% on Monday and Tuesday combined. Inflation also in the spotlight: The Consumer Price Index jumped 6.2% in October for its biggest year-over-year surge since 1990. Two former GE executives joined the program to discuss the company's planned breakup: Discovery CEO David Zaslav and former Honeywell CEO Dave Cote. Also in focus: Nasdaq looks to bounce back after ending its 11-day win streak, and several stocks making double-digit moves on earnings news, including Doordash's big surge. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, Jim Cramer and David Faber led off the show with the big news of the morning: Legendary conglomerate General Electric announced it plans to split into three publicly-traded companies, representing aviation, healthcare and energy. GE Chairman & CEO Larry Culp appeared on the program to discuss why he thinks such a breakup is the right way forward for the company. Also in focus: Robinhood shares fall after the trading platform disclosed a data security breach that took place last week and affected seven million customers, Nvidia jumps after unveiling its metaverse platform and strategy, Roblox soars among earnings movers and AMC falls despite the movie theater chain's narrower-than-expected loss. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, Jim Cramer and David Faber began the show with a look at stocks continuing their record run: The Dow hitting a fresh record high led by Caterpillar -- in reaction to House passage of the bipartisan infrastructure bill which has been sent to President Biden's desk for his signature. Nucor, U.S. Steel, various materials names and EV charging stocks also participating in the rally. Cramer explored why some investors didn't buy into these stocks ahead of Friday night's vote. A different story for Tesla: The stock down sharply after Elon Musk conducted a Twitter poll asking users if he should sell a ten-percent stake in Tesla. 58-percent answered "Yes." The anchors discussed the likely reason Musk would sell his stock: He faces a $15-billion tax bill. PepsiCo Chairman & CEO Ramon Laguarta joined the program from the COP26 climate summit in Glasgow, Scotland. He spoke to CNBC's Diana Olick (who was at the event) and Jim about how sustainability and ESG goals fit into PepsiCo's growth strategy. Social media company Nextdoor made its public debut at the NYSE as part of a SPAC deal with Khosla Ventures. Jim interviewed Nextdoor CEO Sarah Friar -- a former CFO at Square -- about her company's game plan for growth as well as the social media landscape. The stock soared 26-percent within the first half-hour of trading. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla and Jim Cramer begin the morning discussing Pfizer’s announcement that its experimental COVID-19 pill reduces the risk of death and hospitalization by 89%. Shares of Pfizer surging on the news. Plus, job creation roaring back in October as payrolls rose by 531,000 and the unemployment rate fell to 4.6%, a new pandemic low and better than expectations. Carl and Jim discuss the numbers with the U.S. Labor Secretary, Marty Walsh. Plus, Peloton shares collapse, falling 34%, as momentum for its at-home fitness equipment slows. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.