logo
episode-header-image
Sep 2020
44m 38s

Stocks Surging, M&A Monday: Biggest Chip...

CNBC
About this episode

Jim Cramer and David Faber breakdown M&A Monday. A busy morning in deal news, starting with a historic deal in the chip sector. Nvidia buying Arm from Softbank in a deal valued at $40 billion financed through a combination of cash and common stock. Nvidia CEO, Jensen Huang, joining Jim & David to discuss the deal. Plus, shares of Oracle surging after beating Microsoft in the battle for the U.S. arm of TikTok with a deal structured as a partnership rather than an outright sale. And Verizon CEO, Hans Vestberg, joining Jim and David after buying wireless services provider Tracfone in a $6.25 billion deal. 

Up next
Aug 22
SOTS 2nd Hour: Fed Chair Speaks At Jackson Hole – His Remarks & Investor Analysis 8/22/25
Today: the event Wall Street has been waiting for all week… A highly anticipated speech from Fed Chair Jerome Powell in Jackson Hole, Wyoming. Hear it in full this hour – along with the key takeaways for investors with an all-star cast of: Former PIMCO Chief Economist Paul McCull ... Show More
54m 47s
Aug 22
Powell's Jackson Hole Speech: What's At Stake for the Markets and Investors 8/22/25
On a day Wall Street and the global markets had been waiting for, Carl Quintanilla, Sara Eisen and Mike Santoli covered all of the bases and set the stage for Fed Chair Jerome Powell's Friday keynote speech at the Fed symposium in Jackson Hole, Wyoming. The anchors discussed mark ... Show More
40m 11s
Aug 21
SOTS 2nd Hour: A Media Deep-Dive w/Disney’s CEO & ESPN’s Chairman, Plus Walmart Talks Tariffs 8/21/25
This hour: Carl Quintanilla, Sara Eisen, and David Faber broke down data just crossing on the housing front, alongside exclusive comments to Sara from Walmart’s CFO on prices, demand, and how the consumer’s holding up. Plus: a make-or-break speech from Fed Chair Powell tomorrow i ... Show More
52m 14s
Recommended Episodes
Jun 27
Nvidia Closes In On a $4 Trillion Market Value
Bloomberg’s Ed Ludlow discusses the prospects of Nvidia becoming the first company to reach a $4 trillion market capitalization. Plus, US Commerce Secretary Howard Lutnick says the US and China have reached an understanding on a trade deal. And data center builder Crusoe announce ... Show More
39m 7s
Apr 2025
Dollar Tree Shares Climb, Stellantis Down, AppLovin Stock Up
On this episode of Stock Movers: - Dollar Tree (DLTR) shares are up as it was raised to buy from neutral at Citi, which anticipates the higher across-the-board tariffs will be positive for the discount retailer. - Stellantis NV (STLA) shares are down. However, the Jeep-maker is w ... Show More
2m 55s
Aug 1
ICYMI: Ambiq's Low-Power Chips Gain Wall Street's Favor
Ambiq Micro Inc. shares rose 61% in their first trading day, after the maker of ultra-low power semiconductors for AI applications raised $96 million in an upsized initial public offering. Shares of the Austin-based company closed at $38.53 each on Wednesday in New York, above th ... Show More
8m 53s
Mar 2024
Reddit IPO Prices at Top of Range to Raise $748 Million
 Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence Senior Antitrust Litigation Analyst Jennifer Rie reports on the US Justice Department suing Apple accusing the iPhone maker of violating antitrust laws by blocking rivals from accessing ... Show More
38m 28s
Jul 2024
US Floats Stricter Trade Rules to Rein In China’s Chip Industry
Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg News US Semiconductor Reporter Ian King and Bloomberg News Senior Editor for Technology & Strategic Industries Michael Shepard discuss the Biden administration, facing pushback to its chip crackdown o ... Show More
53m 19s
Aug 2024
Memo to Nvidia bears: tech beast has a monopolistic profit margin
Bottom line is that the stock market remains obsessed with Nvidia. The company is seen as the hands down leader in AI chips. But does that make Nvidia a great stock to buy and hold right through its coming earnings report? Remember with a track record of greatness like Nvidia com ... Show More
25m 38s
Jul 15
Nvidia to Resume AI Chip Sales to China
A.M. Edition for July 15. Nvidia says it’s received assurances it can sell its H20 AI chips in China, days after CEO Jensen Huang met President Trump. Beijing bureau chief Jonathan Cheng breaks down how the announcement could tie into broader U.S.-China trade talks. Plus, bank ea ... Show More
13m 31s
Jul 31
Fed Holds and Big Tech Beats; US-South Korea Trade Deal
US equity-index futures climbed as strong earnings from megacap tech firms bolstered optimism that corporate profits remain resilient. The dollar steadied after gaining on Federal Reserve holding interest rates. Contracts for the Nasdaq 100 rose 1.2% and those for the S&P 500 adv ... Show More
20m 24s
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
May 29
Nvidia CEO Jensen Huang Eases China Concerns, Touts AI Growth
Bloomberg’s Ed Ludlow is joined by Nvidia CEO Jensen Huang to discuss the chipmaker's first-quarter earnings and the company’s $8 billion hit from China. Plus Ayako Yoshioka, from Wealth Enhancement Group says earnings show Nvidia understands the outlook for AI growth. And D.A. D ... Show More
33m 51s