Podcast Episodes

SOTS 2nd Hour: How To Play Nvidia, Google Record Highs, The Retail Wrap-up & LIVE: Goldman Sachs CEO 11/19/25

A huge moment for markets with Nvidia results in just a few hours:

Carl Quintanilla, Sara Eisen, and David Faber discussed the latest on the earnings front - including exclusive color on the consumer …

Published on 1 month, 1 week ago

Blue Owl Exclusive, Nvidia Earnings Countdown, Target's Revenue Miss 11/19/25

Carl Quintanilla, Jim Cramer and David Faber led off the show with news broken by CNBC's Leslie Picker: Blue Owl has decided to call off the merging of two of its private-credit funds. Blue Owl Capit…

Published on 1 month, 1 week ago

Cramer’s Morning Take: Disney 11/18/25

Cramer explains why the Club cut its position in this entertainment giant. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the m…

Published on 1 month, 1 week ago

SOTS 2nd Hour: Nvidia/Microsoft/Anthropic Deal Details, AI Bubble Fears, & The Home Depot Breakdown 11/18/25

Carl Quintanilla, Sara Eisen, and David Faber kicked off the hour with fresh economic data and huge breaking news on the AI front involving Nvidia, Microsoft, and private start-up Anthropic - who's a…

Published on 1 month, 1 week ago

AI Bubble Fears, Home Depot Slides, MP Materials CEO Talks Rare Earths 11/18/25

How should you play the AI trade? Carl Quintanilla, Jim Cramer and David Faber explored this week's tech sector sell-off on Al bubble fears. They discussed the BofA Global Fund Manager Survey, which …

Published on 1 month, 1 week ago

SOTS 2nd Hour: A Jenga-Tower Economy? Buffett's Alpha-bet, & Goldman's Small Cap Picks 11/17/25

Carl Quintanilla, Sara Eisen, and David Faber kicked off the hour with fresh economic data and a look at the big week ahead for Wall Street - before getting into whether we're in a "Jenga Tower" econ…

Published on 1 month, 1 week ago

Volatility and the AI Trade, Apple Jumps on Berkshire Stake, Apple and Succession 11/17/25

Carl Quintanilla, David Faber and Sara Eisen covered market volatility and the AI trade ahead of this week's Nvidia earnings report. Alphabet shares jumped after Berkshire Hathaway disclosed a $5 bil…

Published on 1 month, 1 week ago

SOTS 2nd Hour: Where The Fed Stands, How To Trade The Tech Tumble, & Apollo's Chief Economist 11/14/25

Sara Eisen and Carl Quintanilla kicked off the hour with a fresh read on where the Federal Reserve stands on rates - after a tough day for the markets on falling odds of a December cut - and on the h…

Published on 1 month, 1 week ago

Cramer’s Morning Take: Home Depot 11/14/25

Cramer calms fears around this home improvement stock’s recent downgrade. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the ma…

Published on 1 month, 1 week ago

Stocks Extend Sell-off, Walmart CEO to Retire, Vertiv Exec. Chmn. Cote on AI 11/14/25

Carl Quintanilla and Jim Cramer explored stocks extending Thursday's sell-off, sparked by AI valuation fears and worries the Fed might stand pat on interest rates in December. Hear what Cramer had to…

Published on 1 month, 1 week ago