Nvidia’s AI Message, Alphabet’s Scoop, FOMC Meeting Day 1 3/18/25

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How do you know when it’s time to make your next big career move? With International Women’s Day around the corner, we are excited to feature Avni Patel Thompson, Founder and CEO of Milo. Avni is building technology that directly supports the often overlooked emotional and logistical labor that falls on parents—especially women. Milo is an AI assistant designed to help families manage that invisible load more efficiently. In this episode, Avni shares her journey from studying chemistry to holding leadership roles at global brands like Adidas and Starbucks, to launching her own ventures. She discusses how she approaches career transitions, the importance of unpleasant experiences, and why she’s focused on making everyday life easier for parents. [01:26] Avni's University Days and Early Career [04:36] Non-Linear Career Paths [05:16] Pursuing Steep Learning Curves [11:51] Entrepreneurship and Safety Nets [15:22] Lived Experiences and Milo [19:55] Avni’s In Her Ellement Moment [20:03] Reflections Links: Avni Patel Thompson on LinkedIn Suchi Srinivasan on LinkedIn Kamila Rakhimova on LinkedIn Ipsos report on the future of parenting About In Her Ellement: In Her Ellement highlights the women and allies leading the charge in digital, business, and technology innovation. Through engaging conversations, the podcast explores their journeys—celebrating successes and acknowledging the balance between work and family. Most importantly, it asks: when was the moment you realized you hadn’t just arrived—you were truly in your element? About The Hosts: Suchi Srinivasan is an expert in AI and digital transformation. Originally from India, her career includes roles at trailblazing organizations like Bell Labs and Microsoft. In 2011, she co-founded the Cleanweb Hackathon, a global initiative driving IT-powered climate solutions with over 10,000 members across 25+ countries. She also advises Women in Cloud, aiming to create $1B in economic opportunities for women entrepreneurs by 2030. Kamila Rakhimova is a fintech leader whose journey took her from Tajikistan to the U.S., where she built a career on her own terms. Leveraging her English proficiency and international relations expertise, she discovered the power of microfinance and moved to the U.S., eventually leading Amazon's Alexa Fund to support underrepresented founders. Subscribe to In Her Ellement on your podcast app of choice to hear meaningful conversations with women in digital, business, and technology.…

5 days ago 43:09

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David Faber and Jim Cramer started the show by looking ahead to Nvidia’s big AI message, with CEO Jensen Huang set to deliver his keynote address later today. The anchors then shifted to the big deal of the morning; Google-parent Alphabet acquired cybersecurity company Wiz for $32 billion, the company’s largest acquisition ever. The desk also looked ahead to Fed Chair Powell’s decision on rates, as the Fed kicks off the first day of its 2-day meeting.

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#Carl Quintanilla #David Faber #Opening Bell #Jim Cramer #Investing #News #CNBC #Business News #Trading #Business

Squawk on the Street

Nvidia’s AI Message, Alphabet’s Scoop, FOMC Meeting Day 1 3/18/25

Squawk on the Street

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published 5 days ago

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Squawk on the Street Disclaimer

1973 episodes

#Carl Quintanilla #David Faber #Opening Bell #Jim Cramer #Investing #News #CNBC #Business News #Trading #Business

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1
Cramer's Morning Take: Micron & Home Depot 3/21/25 4:18

2 days ago4:18

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Jim Cramer and Jeff Marks discuss the earnings from this chipmaker. They also discuss Cramer’s conversation with this home retailer’s CEO. 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 headlines. Signup here: cnbc.com/morningtake CNBC Investing Club Disclaimer…

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SOTS 2nd Hour: Fed Commentary Hits Stocks, Nike & Fedex Warnings, Musk Says “Hold Onto Your Stock” 3/21/25 42:24

2 days ago42:24

42:24

Sara Eisen and Michael Santoli broke down the latest for stocks on a busy morning of earnings and Fed commentary – NY Fed President Williams saying there’s clear signs that short term inflation expectations are going higher… While Chicago Fed President Goolsbee calls it ‘transitory’. Trivariate’s Adam Parker joined the team to talk top picks (Healthcare) and sectors to avoid (Consumer Discretionary). Plus, why UBS thinks it’s time to buy the homebuilders despite a murky rate picture. Also in focus: consumer warnings out of Fedex and Nike. Sara and Mike broke down new numbers out of both names, along with the street’s take on what to do with the stocks. Plus, a deep-dive on Tesla – including headlines that trade-ins are hitting record highs – with one longtime investor who is now calling for Elon Musk to step down as CEO. Squawk on the Street Disclaimer…

Squawk on the Street

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Consumer Concerns, Musk: “Hold Onto Your Stock”, Honing in on Housing 3/21/25 46:10

2 days ago46:10

46:10

Sara Eisen and Jim Cramer broke down the big drop in shares of Nike and FedEx following their respective quarterly results. Both CEOs warned about a slowing economy on their conference calls, with the FedEx CEO citing an “uncertain demand environment.” The show also hit shares of Tesla on pace for its 9th straight week of losses. During an all-hands employee meeting yesterday, CEO Elon Musk tried to reassure his employees to “hold onto your stock.” Also in the mix; Jim Cramer hit Lennar for his ‘Mad Dash’ following the company’s big drop in share price despite posting a beat on earnings. Squawk on the Street Disclaimer…

Squawk on the Street

1
SOTS 2nd Hour: Fed Decision Breakdown, Accenture CEO, & Celtics Deal Latest 3/20/25 42:38

3 days ago42:38

42:38

Another pause from the Fed when it comes to rates – alongside fresh commentary from Chair Jerome Powell: David Faber, Sara Eisen, and Michael Santoli discussed the latest for stocks top of the hour, including the Fed’s new economic projections around inflation and GDP. Plus, Stifel’s Chief Equity Strategist broke down what he’s calling a temporary “Relief Rally” for markets – ahead of a possible slowdown into year-end – and Accenture CEO Julie Sweet talked enterprise demand for AI after new quarterly results from the company. Also in focus: Tesla on pace to add to its longest weekly losing streak ever, the 2 things Wedbush says CEO Elon Musk needs to do to get the stock back on track… A breakdown of headlines that the Boston Celtics have been sold for $6B+… And the Street’s bull case for AI stocks – along with some key names to watch here. Squawk on the Street Disclaimer…

Squawk on the Street

1
Cramer's Morning Take: Home Depot & Nvidia 3/20/25 3:58

3 days ago3:58

3:58

Jim Cramer and Jeff Marks discuss their takeaways from this semiconductor latest event. They also discuss why this home retail stock could be a buy. 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 headlines. Signup here: cnbc.com/morningtake CNBC Investing Club Disclaimer…

Squawk on the Street

1
Fed Holds Rates Steady, QXO Buys Beacon Roofing, Cramer Continues West Coast Tour 3/20/25 42:51

3 days ago42:51

42:51

David Faber and Jim Cramer looked at the market reaction a day after the Fed held rates steady as expected. At his post-meeting news conference, Chair Powell said the current outlook is that any price jumps from tariffs likely will be short-lived. The desk also discussed the deal of the morning with QXO signing a deal for Beacon Roofing Supply. After the opening bells, the anchors looked at some of the day’s biggest movers, including the big drop in Accenture shares following the company’s latest earnings results. Squawk on the Street Disclaimer…

Squawk on the Street

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SOTS 2nd Hour: EXCLUSIVE: Nvidia CEO, plus AI Expert Takeaways & Trump’s Fired FTC Commissioner Fires Back 3/19/25 51:36

4 days ago51:36

51:36

A huge interview this hour – Nvidia CEO Jensen Huang alongside Jim Cramer. David Faber, Sara Eisen, and Michael Santoli broke down the latest for the stock ahead of the action with an analyst from Piper Sandler, before Jensen and Jim dove into a wide-ranging deep-dive: covering everything from AI demand to new robotics technology. Afterwards, AI expert and CSIS Director of the Wadhwani AI Center Gregory Allen discussed key headlines – and why China still remains a risk here. Also in focus: the Fed on deck – with a rate decision, new economic forecasts, and Chair Powell’s news conference coming this afternoon. Plus – President Trump making headlines after firing both Democrat commissioners at the FTC: and one of them joined the team to discuss. Squawk on the Street Disclaimer…

Squawk on the Street

1
Nvidia’s GTC Takeaways, Trump vs. FTC, Fed Decision on Deck 3/19/25 42:18

4 days ago42:18

42:18

David Faber and Jim Cramer began the hour by breaking down the big takeaways from Nvidia’s 2025 GTC Event, including CEO Jensen Huang saying AI is at an “inflection point.” The anchors also discussed President Trump’s decision to fire 2 democratic commissioners at the FTC; both commissioners said that they were “illegally fired.” Faber and Cramer also looked ahead to the Fed decision on deck as well as the group’s thinking on the path for rates. Squawk on the Street Disclaimer…

Squawk on the Street

1
SOTS 2nd Hour: Prepping For The Fed, Google’s Biggest Acquisition EVER, and Time To Look Overseas? 3/18/25 42:52

5 days ago42:52

42:52

Stocks kicking off the morning in the red – David Faber, Michael Santoli, and Sara Eisen broke down the latest on the Fed front and where rates could be headed tomorrow. Why T. Rowe Price CIO Sébastien Page says to bet on international equities here over the SPX – plus, what Citi Wealth’s CIO is telling clients amid the volatility (“Do not buy the dip”). The team also discussed results of CNBC’s latest Fed Survey, as the street’s biggest investors and leaders say stocks are ‘overpriced’ here – the full report, this hour. Also in focus: Google announcing its largest acquisition EVER – cloud security startup ‘Wiz’ for $32B… The key details, and what it means for the stock with an analyst from Roth Capital. Plus, speaking of big tech – a live read from the ground at Nvidia’s GTC Developer’s conference in San Jose. Squawk on the Street Disclaimer…

Squawk on the Street

1
Cramer's Morning Take: Alphabet 3/18/25 3:39

5 days ago3:39

3:39

Jim and Jeff discuss the news that Google has agreed to buy Wiz for $32 billion. 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 headlines. Signup here: cnbc.com/morningtake CNBC Investing Club Disclaimer

Squawk on the Street

1
Nvidia’s AI Message, Alphabet’s Scoop, FOMC Meeting Day 1 3/18/25 43:09

5 days ago43:09

43:09

Squawk on the Street

1
SOTS 2nd Hour: Nvidia GTC Conference, Fed on Deck, NBC National Poll: Trump & The Economy 3/17/25 41:35

6 days ago41:35

41:35

Fresh data top of the hour, with homebuilder sentiment hitting 7-month lows - David Faber, Sara Eisen, and Michael Santoli broke down the latest for stocks as the markets look ahead to a Fed Meeting and Nvidia's blockbuster 'GTC Developers Conference' this week. Why Melius research is bullish ahead of CEO Jensen Huang's keynote, this hour - and a breakdown of what it means for the stock, based on past experience. Also in focus: the latest retail trading trends with Interactive Broker's Thomas Peterffy, who's betting big on AI - and more on the market outlook with J.P. Morgan's Chief Economist as he forecasts higher prices and lower growth ahead. Plus, results out of NBC News National poll on President Trump and the economy - and some energy picks as the sector sees gains on headlines out of Yemen. Squawk on the Street Disclaimer…

Squawk on the Street

1
Cramer's Morning Take: Nvidia 3/17/25 3:19

6 days ago3:19

3:19

Cramer says this semiconductor stock is pedestrian and needs to return to greatness. 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 headlines. Signup here: cnbc.com/morningtake CNBC Investing Club Disclaimer

Squawk on the Street

1
Cramer’s Week Out West, Growth Fears, Retail Sales Slump 3/17/25 43:01

6 days ago43:01

43:01

David Faber and Jim Cramer began the show by looking at the busy week ahead for Cramer out on the west coast for Nvidia’s big GTC event. The desk then turned to the market volatility, with the S&P and Nasdaq both posting their 4th straight week of losses. Over the weekend, Treasury Secretary Bessent spoke to NBC’s “Meet the Press” and called these market corrections “healthy.” The desk also hit this morning’s retail sales data, which increased 0.2% on the month, better than the downwardly revised decline of 1.2% the prior month but below the Dow Jones estimate for a 0.6% rise. Squawk on the Street Disclaimer…

Squawk on the Street

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SOTS 2nd Hour: Consumer Warnings Grow, Tough Time For Big Tech, and Former CFPB Head Rohit Chopra 03/14/25 43:44

9 days ago43:44