A Busy Market Week and a "Stunted" AI Boom 12/15/25

Squawk on the Street

CNBC

News, Business, Investing

4.1 • 567 Ratings

🗓️ 15 December 2025

⏱️ 43 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Carl Quintanilla, Jim Cramer and David Faber set the stage for what is shaping up to be a busy final full trading week of 2025. Cramer explained why he believes the AI boom is "stunted" and many investors won't "touch" Nvidia stock. As some on Wall Street debate comparing AI mania to the dot-com bubble, the anchors explored the Magnificent 7 stocks that are underperforming the broader market. Also in focus: Bullish calls on the S&P 500, why Tesla shares are in rally mode, President Trump says the Fed should consult him about interest rate policy, "Kevins" in the mix to replace Fed Chair Powell, Goldman Sachs says "Sell" Texas Instruments. Squawk on the Street Disclaimer

Transcript

Click on a timestamp to play from that location

0:00.0	Market Moving Insight and Analysis.
0:02.0	Join Jim Kramer, David Faber, and me, Carl Kintanilla, on the opening bell hour of CNBC Squawk on the Street. Good Monday morning. Welcome to Squawk on this street. I'm Carl Kintenea with Jim Kramer and David Faber at Post 9 of the New York Stock Exchange. We kick off the final full week of trading of the year this week. Future is pretty solid and winding some of last week's decline. We'll catch up on some eco data this week.
0:22.8	We'll get some jobs last week's decline. We'll
0:21.2	catch up on some ECO data this week. We'll get some jobs, some retail sales, 10-year, around 416.
0:26.9	Our roadmap begins with the state of the AI trade. Oracle's coming off those double-digit
0:30.8	weekly losses, NVIDIA coming off four straight down days, and a big downgrade for one major
0:36.7	AI chip player. Plus, President Trump says
0:39.3	Kevin Warsh is at the top of his Fed chair candidate list. This is JP Morgan's CEO, Jamie
0:45.0	Diamond, reportedly signals his support. And Goldman Sachs making a bullish call on one key area of
0:52.1	the market. It's rallying right now. They're saying investors
0:55.4	have not priced in growth in this sector for next year. If our screen looks a little bit different
1:01.5	today, that's because CNBC has introduced an updated logo design. The peacock may no longer
1:07.6	appear beside our name, but everything you can count on from our reporting remains the same.
1:12.0	This upward tick anchors the new logo and hopefully reflects our commitment to giving viewers
1:18.2	the chance to achieve their financial goals and ambitions, Jim.
1:22.6	Kind of rhymes with the upward chart graphic design that we've designed.
1:27.3	A lot of people have asked me what will be the big change when we move over,
1:30.5	or we are moving over to Versa.
1:32.9	And I have said over and over again, nothing.
1:35.0	And I don't think it matters at all because the programming is the same.
1:38.8	I mean, David, you know that it has always been kind of an afterthought,
1:43.1	necessarily who you work for versus doing a great job.
	...

Please login to see the full transcript.

Previous episode | Next episode

Disclaimer: The podcast and artwork embedded on this page are from CNBC, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of CNBC and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.