Podcast Episodes

SOTS 2nd Hour: Coca-Cola CEO, & The State of Activist Investing w/Keith Meister, Lauren Taylor Wolfe 10/21/25

A busy morning of reports as earnings season heats up: 

Sara Eisen, Carl Quintanilla, and David Faber kicked off the hour with key pullouts from the morning's earnings calls when it comes to tariff co…

Published on 2 months ago

WBD Up For Sale, GM Leads Earnings Winners, Starboard Value CEO Jeff Smith 10/21/25

Carl Quintanilla, Jim Cramer and David Faber discussed breaking news from David: Warner Bros. Discovery has initiated a process to sell the company — and that Netflix and Comcast are among the intere…

Published on 2 months ago

Cramer's Morning Take: GE Vernova 10/20/25

Cramer tells investors to take profits from stocks like this energy company. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the…

Published on 2 months, 1 week ago

SOTS 2nd Hour: Charles Schwab's Liz Ann Sonders, The Netflix Playbook, and A Golden Opportunity Or Red Flag? 10/20/25

Sara Eisen, David Faber, and Carl Quintanilla kicked off the hour looking at fresh data on the China front before breaking down the market picture with Charles Schwab's Chief Investment Strategist Li…

Published on 2 months, 1 week ago

Apple's iPhone 17 Boost, Busy Earnings Week, Rare Earth Stocks Rally 10/20/25

After the best week for stocks since August, Carl Quintanilla, Jim Cramer and David Faber discussed shares of Apple rising on news about stronger demand for the iPhone 17. The anchors also explored w…

Published on 2 months, 1 week ago

SOTS 2nd Hour: Dan Niles' Tech Trades, Evercore Vice Chair, & Regional Bank CEO Talks Credit Concerns 10/17/25

Sara Eisen and David Faber began the hour with a fresh read on jobs using some alternative sources - before checking in on the tech trade with longtime investor Dan Niles, who says stocks will melt-u…

Published on 2 months, 1 week ago

Regional Banks After the Sell-Off, Apple's "Formula," Trump Weighs on Obesity Drug Stocks 10/17/25

David Faber, Sara Eisen and Michael Santoli led off the show with what's next for regional banks one day after credit concerns sparked a sell-off in that group. Breaking news from Sara: Apple announc…

Published on 2 months, 1 week ago

Cramer's Morning Take: Salesforce 10/16/25

Cramer says to stick with this stock that has ‘real value.’ 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…

Published on 2 months, 1 week ago

SOTS 2nd Hour: A Trade War or NOT A Trade War? Plus: BNY CEO, United Earnings, & More 10/16/25

Carl Quintanilla, Sara Eisen, and David Faber kicked off the hour with the view from the C-suite when it comes to the consumer and broader economy along with the latest from Washington - before getti…

Published on 2 months, 1 week ago

The "Force" Is With the AI Trade, U.S.-China Rare Earth Dispute, ChatGPT Erotica Backlash 10/16/25

Carl Quintanilla, Jim Cramer and David led off the show with more upward momentum for the AI trade: Salesforce shares up sharply after the company said it expects revenue of more than $60 billion in …

Published on 2 months, 1 week ago