Carl Quintanilla, Jim Cramer and David Faber began the show with a look at Alibaba. Shares rose sharply after the Chinese e-commerce giant announced plans to split into six independent units. The discussion included a flashback to the "Squawk on the Street" interview with Alibaba founder Jack Ma in 2014 on the company's IPOday. Also in focus: Disney ditches ... Show More
Yesterday
11AM Hour: Thoma Bravo Managing Partner Holden Spaht, Kalshi Board Member on New York Lawsuit & Big Tech Earnings Breakdown 7/31/26
We break down Amazon and Apple's latest quarters with both stocks heading in opposite directions today. Then, Thoma Bravo Managing Partner Holden Spaht joins to discuss how he's looking at the software sector right now. Plus, Kalshi Board Member Brian Quintenz joins with his reac ... Show More
46m 36s
Yesterday
10AM Hour: Apple and Amazon Results, Situational Awareness Latest, Dallas Fed President on Rate Dissent 7/31/26
The latest developments surrounding hedge fund Situational Awareness and what they could mean for AI investors. And we break down earnings from Apple and Amazon, highlighting the biggest takeaways for Big Tech, capex outlook, and the next phase of the AI trade. Plus, Dallas Fed P ... Show More
43m 31s
Sep 2025
Wall Street Roundup: Micron, Alibaba, Nvidia, AI theme maturing
Nvidia's new deal, AI theme maturing and separate from broader market (0:15). Micron earnings, Alibaba's aggressive spending (2:45). Klarna, Affirm, and PayPal (6:00). Starbucks closures (9:45). Jobs data and elevated inflation (13:30).Show Notes:Nvidia plans to invest up to $100 ... Show More
14m 57s
Sep 2025
Alibaba to Ramp Up AI Spend, Kimmel Returns to Late Night
Bloomberg’s Caroline Hyde and Ed Ludlow look at Alibaba’s plans to ramp up AI spending past $50 billion, which sent its shares to a four-year high. Plus, OpenAI expands its Stargate data center plan with five new sites in the US. And late-night host Jimmy Kimmel is back on air wi ... Show More
42m 28s
Mar 2024
Nvidia Traders Find Reasons to Worry, Alibaba Pulls Cainiao IPO, The Powerhouse Behind "The Rock"
Bloomberg's Ed Ludlow discusses the outlook for Nvidia as investors gauge how much more room the stock has to run. Plus, Alibaba calls off its planned IPO of Cainiao which could have raised more than $1 billion dollars. And, Ed speaks with former Yahoo CEO Marissa Mayer and Dany ... Show More
43m 7s
Jun 2021
Alibaba’s Joe Tsai: The NBA, Jack Ma, & #StopAsianHate
Alibaba co-founder and Brooklyn Nets owner Joe Tsai discusses the global economic recovery, the NBA playoffs, founding the Asian American Foundation, and the role of sports teams in fighting for social justice. Tsai offers insight into the abruptly mysterious life of fellow billi ... Show More
36m 12s
Jun 2021
Boxed CEO, Cerence CEO & Reevaluating The Reopening Plays
The Dow gained 587 points and Jim Cramer’s getting you ready for the week by breaking down today's rally. Next, Cramer’s checking in with Boxed CEO Chieh Huang to talk about the recent announcement of the company's move to come public with SPAC Seven Oaks Acquisition. Then, Crame ... Show More
44m 37s
Feb 2020
Record Highs, Coronavirus Concerns, Facebook’s New Hobby
Nvidia shakes off its “crypto hangover” and reports blowout earnings. Shopify soars. Pepsi surprises. And Roku rises. Motley Fool analysts Emily Flippen, Ron Gross, and Jason Moser discuss those stories and weigh in on the latest from Mattel, Lyft, Under Armour, and Restaurant Br ... Show More
41m 41s
Feb 2023
CNBC Special Report: Taking Stock 2/14/23
<p>CNBC’s Frank Holland has your post-CPI playbook. Bleakley Advisory Group’s Peter Boockvar discusses the hotter-than-expected CPI report and what it means for the Fed going forward. David Steinberg, co-founder and CEO of Zeta Global, a data-driven cloud marketing company, discu ... Show More
44m 51s