SOTS 2nd Hour: A Fresh Read on Retail, Trump Transition Latest, and an Exclusive w/Tapestry’s CEO 11/15/24

Cramer says he’s nervous about this tech retailer. 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

Carl Quintanilla, David Faber and Sara Eisen discussed the latest for stocks as the S&P heads for a down week. Sara broke down the latest on the retail front – after new data showed U.S. Retail Sales rose for the month of October – and discussed the road ahead for Tapestry in an exclusive with the company’s CEO. Also in focus: Elon Musk’s Elections Scorecard, a big jump in Uranium stocks, Trump’s latest cabinet picks, and key takeaways from a slew of new 13F reports.   Squawk on the Street Disclaimer 

Carl Quintanilla, Jim Cramer and David Faber engaged in a wide-ranging discussion about the Trump transition -- including the President-elect's choice of Robert F. Kennedy Jr. to become Health and Human Services secretary, news which sent shares of vaccine makers sharply lower. Also in focus: Stocks extend Thursday's losses on Fed Chair Powell's rate cut comments, a "Faber Report" on Elon Musk's xAI raising as much as $6 billion in fresh capital, tech earnings from Alibaba to Applied Materials, Warren Buffett's Berkshire Hathaway discloses its stake in Domino's Pizza, a special visit from the chairman of a company whose stock is up 150% this year. Squawk on the Street Disclaimer 

Carl Quintanilla and Sara Eisen – alongside David Faber, live from Liberty Media’s media day – broke down the results boosting Disney shares alongside this morning’s latest inflation and jobs data. Sara and Carl also hit the latest for Tapestry & Capri, as they call off their mega-merger. Also in focus: exclusives with Liberty Media’s Chairman John Malone on the many changes coming to the company and the media landscape, plus a deep dive with outgoing CEO Greg Maffei on his next ventures.  Squawk on the Street Disclaimer

Carl Quintanilla, Jim Cramer and David Faber led off the show with Disney shares surging on better-than-expected Q4 results and guidance. What's ahead for the company's streaming strategy? David interviewed Liberty Media Chairman John Malone -- the cable pioneer who will soon become the company's Interim CEO. At Liberty Media Investor Day, David spoke exclusively with Charter Communications CEO Chris Winfrey about the company's all-stock deal to acquire Liberty Broadband. Also in focus: Cisco's earnings beat, the post-election rally stalls, "China effect" on the markets, Delivering Alpha highlights -- from AI-generated video featuring David and Andrew Ross Sorkin, to Ben Affleck on linear as a "tremendous opportunity." Squawk on the Street Disclaimer

Carl Quintanilla, Sara Eisen and David Faber began the hour with the markets, a day after the S&P and Nasdaq broke a 5-day win streak. Later in the hour, Eunice Yoon joined live from Beijing looking at the impact of President-elect Trump’s proposed China tariffs. Also in focus: the desk discussed the spike in Dogecoin following news that Elon Musk would join the new Trump administration, and ‘Heartbreak Is the National Anthem’ author Rob Sheffield joined the set at Post 9 to discuss the economic impact of Taylor Swift. Squawk on the Street Disclaimer

Cramer thinks this Club holding will benefit if mortgage rates fall. 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

One day after the post-election rally took a detour, Carl Quintanilla, Jim Cramer and David Faber discussed market reaction to inflation data -- a slight increase in October CPI year-over-year. Lots of news involving  Formula 1 owner Liberty Media: Greg Maffei is stepping down as CEO at the end of this year and will be succeeded by chairman John Malone on an interim basis. Liberty is spinning off most of its assets and Charter Communication agreed to acquire Liberty Broadband in an all-stock deal. Also in focus: The Trump transition and Elon Musk's role in a new "Department of Government Efficiency," Nvidia and Softbank forge an AI partnership, Volkswagen's $5.8 billion investment in EV maker Rivian. Squawk on the Street Disclaimer

Cramer sees an opportunity to buy more of this home improvement stock. 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

Carl Quintanilla, David Faber and Sara Eisen discussed the latest for stocks after the S&P 500 passed 6k for the first time, and Bitcoin staged a historic rally to new all-time highs. Also in focus: Exclusive comments from Home Depot’s CFO after fresh numbers there; Why one $26 billion dollar asset manager says to bet on healthcare here; The latest from West Palm Beach as Trump’s transition makes headlines; And a deep dive into Meta and Honeywell, two stocks targeted by activist investors today.  Squawk on the Street Disclaimer