Episodes
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CNBC Investing Club: Cramer's Morning Take on Home Depot 11/4/26
Cramer’s central Home Depot thesis is that lower interest rates and easing pressure from gasoline costs and tariffs could revive do-it-yourself spending.
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11AM Hour: Stocks Rally After Midterm Elections, Circle CEO on Earnings & CVS to Split Up 11/4/26
The election rally reflected relief that results were decisive and not immediately contested, but most short-term supply-side policies—energy, tariffs and sanctions—remain controlled by the executive branch.
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10AM Hour: Stocks Rip on Back of Democratic Midterm Victories, Orlando Bravo on Election and Tech, AMD CEO on Data Center Demand 11/4/26
Orlando Bravo argues that policymakers should avoid rushing to regulate AI model development and instead concentrate on cybersecurity in real production environments.
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9AM HOUR: Stocks' Post-Midterms Rally, AMD CEO "First on CNBC", CVS CEO Exclusive on Breakup Plan 11/4/26
The midterm results were viewed as more likely to slow or make data-center construction expensive than to eliminate long-term AI-compute demand.
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CNBC Investing Club: Cramer's Morning Take on Apple 11/3/26
Cramer cautions against allowing one negative conference-call detail to erase an otherwise strong company result.
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11AM Hour: Apple Drops After Earnings, Election Day Expectations & Investing in the Private Markets 11/3/26
Apple’s low capital-expenditure profile does not insulate it from AI costs: memory prices and Siri’s cloud usage are already pressuring gross margins.
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10AM Hour: Binance Co-CEO on Crypto Heist, Shopify President on Earnings, Wall Street’s Apple Earnings Reaction 11/3/26
Kate Moore said technology fundamentals remain stronger than recent price action suggests, with companies still investing and earnings growth capable of offsetting some multiple contraction.
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9AM HOUR: Apple and Palantir Slide Despite Earnings Beats, Binance Co-CEO "First on CNBC" 11/3/26
Apple’s quarterly beat was overshadowed by its 45%–46% gross-margin outlook, higher memory costs, and uncertainty about when iPhone Duo supply would meet demand.
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11AM Hour: Mondelez CEO, Looking Ahead to the Midterms & Apple Earnings on Deck 11/2/26
Anthropic’s Q3 revenue rose to about $17 billion, but compute and infrastructure costs nearly doubled to $9.9 billion and total capex and lease commitments reached $895.4 billion.
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10AM Hour: Midterms Market Impact, Marvell Buys Lumentum, & Applied Digital CEO Talks AI Buildout Concerns 11/2/26
The economic picture heading into the midterms is mixed: gas, mortgage rates, and inflation hurt households, while 4.2% unemployment, wage growth, stock ownership, and continued consumer spending provide support.
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9AM HOUR: After the Sell-off: Marvell and Lumentum CEOs on Massive Deal, Anthropic's Amended IPO Filing, Kimberly-Clark CEO 11/2/26
Marvell and Lumentum said their $115 billion all-stock combination joins semiconductor and optical technology to build a leader in AI data-center connectivity, particularly for co-packaged and near-packaged optics.
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11AM Hour: Intel Plunges After Earnings, CFTC Chairman on Utah Charging Kalshi & Twilio CEO on Earnings 10/30/26
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10AM Hour: Intel Plummets, Amazon’s Earnings Miss, Largest Crypto Heist Ever 10/30/26
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9AM HOUR: Intel Plunges and Amazon Slides in Tech Sell-off, Starbucks and Chevron CEOs Talk Earnings 10/30/26
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CNBC Investing Club: Cramer's Morning Take on Linde PLC 10/29/26
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11AM: Alphabet Plunges After Earnings, Shell CEO on Q3 Results & Thrive Holdings Partner on ADT Deal 10/29/26
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10AM Hour: Alphabet Shares Plunge Post-Earnings, Ares Management CEO Michael Arougheti, Doordash Delivers a Deal 10/29/26
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9AM HOUR: "Trillion-Dollar Club" Earnings: Alphabet Tumbles, Microsoft Rises, Eli Lilly CEO Exclusive 10/29/26
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CNBC Investing Club: Cramer's Morning Take on GE Vernova 10/28/26
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11AM Hour: JLL CEO, Generac CEO & Big Tech Earnings on Deck 10/28/26
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