Squawk on the Street

Carl Quintanilla, Jim Cramer and David Faber led off the show with Salesforce shares tumbling and dragging the Dow sharply lower. The company posted a quarterly revenue miss and issued weaker-than-expected guidance. The anchors reacted to what Salesforce CEO Marc Benioff told Jim Wednesday night on Mad Money. What's next for the stock? On the retail front: Best Buysurges, Foot Locker soars and Kohl's plummets in reaction to earnings news. Also in focus: Q1 GDP growth revised downward, Nasdaq coming off its worst day of May, CNBC reports Nelson Peltz has sold his entire stake in Disney, McDonald's defends its menu prices, Nestle CEO's message on weight-loss drugs. Squawk on the Street Disclaimer

Jim and Jeff discuss why they’re adding to this health care 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, Jim Cramer and David Faber discussed stock markets under pressure one day after the Nasdaq closed above 17,000 for the first time. Cramer explained why he's concerned about one particular group missing out on the tech sector rally. Energy M&A back in the spotlight: ConocoPhillips has agreed to buy Marathon Oil for more than $17 billion in stock. Also in focus: American Airlines takes a hit on lowered guidance and drags down shares of rival carriers, what to expect from Salesforce's quarterly results due out after Wednesday's close of trading, two retailers surge on earnings, a bank gets slapped with a "sell" rating. Squawk on the Street Disclaimer

Jim and Jeff break down the earnings momentum of this industrial 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, Jim Cramer and David Faber kicked off a holiday-shortened week with a look at tech sector momentum and the Nasdaq trading at all-time highs. Nvidia surged to new record highs on the heels of news out of Elon Musk's xAI: The OpenAI rival said it raised $6 billion in its latest fundraising round.Also in focus: Proxy advisor Glass Lewis urges Tesla shareholders to reject Musk's massive pay package, Apple gets positive iPhone news out of China, David reports activist investor Elliott Management has taken a $2.5 billionstake in Texas Instruments, holiday box office weakness, a “taxing” day for DraftKings, Jensen Huang's first pitch. Squawk on the Street Disclaimer

Carl Quintanilla and Jim Cramer explored what's next for the markets and investors after Thursday's sell-off and the Dow’s worst session since March 2023. The anchors also discussed Nvidia extending its post-earnings rally and adding more than $200 billion in market cap after posting its blowout quarter. Also in focus: Elon Musk's about-face regarding U.S. tariffs on Chinese EVs, Tesla reportedly cutting Model Y production in China, earnings bright spots, Burger King joins the value meal price wars, Novo Nordisk's latest Ozempic study, time to consider Eli Lilly for the "Magnificent 7"? Carl and Jim remember long-time CNBC anchor Mark Haines on the 13th anniversary of his death. Squawk on the Street Disclaimer

Jim Cramer breaks down this AI powerhouse’s blockbuster earnings beat. 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 and Jim Cramer covered all of the bases on Nvidia's record quarter and 10-for-1 stock split announcement. The chipmaker's shares jumped above $1,000 for the first time and sparked a tech sector rally, resulting in new all-time highs for the S&P 500 and Nasdaq. Cramer explained what it all means for the AI trade, along with how Elon Musk and Mark Zuckerberg fit into the Nvidia picture. Also in focus: Jamie Dimon's stagflation message, DOJ vs. Ticketmaster parent Live Nation, DuPont to split into three publicly traded companies. Squawk on the Street Disclaimer

Cramer praises this ‘bargain’ retailer after earnings beat. 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 and Jim Cramer led off the show with Target shares taking a hit on a quarterly earnings miss and sales decline. Cramer explains how "Food's Big 3" fit into the picture. The anchors discussed the S&P 500 and Nasdaq hitting record closing highs ahead of Nvidia's much-anticipated earnings due out after Wednesday's quarterly results. Can the chip giant live up to Wall Street’s lofty expectations? Also in focus: Apple aims for an 8-day win streak, Williams-Sonoma and TJX among retail's earnings winners, Lululemon restructuring, Tesla's European sales, Toll Brothers tumbles despite upbeat earnings and guidance. Squawk on the Street Disclaimer

Jim Cramer breaks down earnings from this cybersecurity 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 and Jim Cramer discussed tech sector momentum one day after a record closing high for the Nasdaq -- and ahead of Nvidia's earnings report due out after the bell Wednesday. The anchors also stayed on top of market reaction to comments from Fed Governor Christopher Waller on rates and inflation. Also in focus: Jamie Dimon on retirement and JPMorgan Chase's succession plans, Lowe's and Macy's earnings, Michael Dell's take on AI PCs, Palo Alto slides, Morgan Stanley analyst Adam Jonas' note on Tesla, AI and "Muskonomics." Squawk on the Street Disclaimer

Cramer urges investors to stop thinking Nvidia can ‘make or break’ the stock market. 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 and Jim Cramer explored what's ahead for the markets after a week which saw the Dow close above 40,000 for the first time ever. Jim spoke about what a "virtuous cycle" means for investors. The anchors also discussed Nvidia ahead of its much-anticipated earnings report due out this week, as well as the firms raising their price targets on the stock. Also in focus: Apple reportedly slashing iPhone prices in China, Tesla's video message to investors urging them to support Elon Musk's pay package, another big week of retail earnings, JPMorgan Chase's investor day, record run for gold and copper, oil prices and the death of Iran's president. Squawk on the Street Disclaimer

Jim Cramer explains why he wants this chemical stock holding to come down more. 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 and Jim Cramer started the show by breaking down another positive week for stocks. The Dow was on pace for its 5th straight week of gains, a day after it hit that 40k milestone for the first time ever. CNBC’s Beijing Bureau Chief, Eunice Yoon also joined the program, to discuss China pledging $42 billion in a slew of measures to support the country’s struggling property sector. After the opening bells, the desk hit Reddit shares rallying, after striking a deal with OpenAI allowing the use of its data for training AI models. Also in the mix: Take-Two slashed its bookings forecast, and announced that its new Grand Theft auto game would be released in Fall 2025. Squawk on the Street Disclaimer

The opening hour of CNBC’s "Squawk on the Street" with Carl Quintanilla, Jim Cramer and David Faber is broadcast each weekday from the floor of the New York Stock Exchange, on site at the opening bell with the up-to-the-minute news investors need to know and interviews with the most influential CEOs and greatest market minds. Squawk on the Street Disclaimer

Cramer says this mega-cap stock still faces ‘existential’ threat from AI. 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, Jim Cramer and David Faber began the hour by dissecting this morning's CPI print. which increased 0.3% from March. That was slightly below the Dow Jones estimate for 0.4%. The easing inflation data gave stocks a boost, with both the S&P and Nasdaq both touching record highs. On the other hand, the meme stocks moved lower in today's session, cooling off from their red hot starts to the week. Also in the mix: In an interview with Sky News, JPMorgan CEO Jamie Dimon urged the U.S. to reduce its fiscal deficit sooner rather than later, warning the issue will likely become “far more uncomfortable” if it continues to be overlooked. Squawk on the Street Disclaimer Squawk on the Street Disclaimer

Jim Cramer says this surging meme stock has no ‘game plan’. 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, Jim Cramer and David Faber started the show by discussing this morning’s inflation data. The producer price index, a measure of what producers receive for the goods they produce, increased 0.5% in April and was up 2.2% on a 12-month basis, the biggest gain in a year. The anchors then shifted to the ongoing meme craze, as shares of GameStop and AMC surged again. Because of Monday’s massive rally, short-selling hedge funds suffered a mark-to-market loss of $838 million in GameStop. Before the opening bell, the desk also reacted to OpenAI’s latest flagship product GPT-4o, which the company says “can reason across text, audio, and video in real time.” Squawk on the Street Disclaimer

Jim and Jeff discuss the share moves for this semiconductor 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, Jim Cramer and David Faber began the hour by breaking down this ongoing market rally, with the Dow aiming for its 9th straight day of gains. The desk also reacted to news that Softbank Group’s Arm Holdings is reportedly planning on launching AI chips in 2025. Staying with the semis, Cramer highlighted Micron for his “Mad Dash” saying he believes the stock will continue to climb; Micron is up 100% over the last full-year of trading. Also in the mix: GameStop shares surged after trader ‘Roaring Kitty’ posted online for the first time in roughly three years. Squawk on the Street Disclaimer

Jim and Jeff discuss the strength in this consumer staple 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, Jim Cramer and David Faber explored what to make of the markets' upward momentum: The Dow aiming for an eight-session win streak and the S&P 500 trading at five-week highs. The anchors highlighted some high-flying stocks worthy of your attention. They also reacted to Apple apologizing for its controversial new iPad ad. On the EV front: China's Zeekr priced its IPO at the top of the range ahead of its NYSE debut, while new data show Tesla losing Chinese market share. Also in focus: President Biden and China tariffs, Warner Bros. Discovery and the battle over NBA rights. Squawk on the Street Disclaimer

CNBC's Carl Quintanilla spoke with John Waldron, Goldman Sachs president and COO, at the Goldman Sachs Professional Investment Forum to discuss IPO markets, government spending, competition with China, and more.

Cramer calls this grocery stock ‘consistent’ after its monthly sales report. 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, Jim Cramer and David Faber led off the show with one of the beneficiaries of the AI boom: Chip designer Arm Holdings down sharply as lower-than-expected revenue guidance overshadowed a Q4 beat. What’s next for the AI trade? Warner Bros. Discovery posted a quarterly miss. The company's streaming bundle partnership with Disney also in the spotlight. Airbnb CEO Brian Chesky joined the program to discuss the company's earnings beat, guidance that weighed on the stock and launch of its "Icons" experiences. Also in focus: Affirm among the earnings bright spots, more monthly sales gains for Costco, Apple's controversial new iPad ad, Norfolk Southern CEO vs. activists. Squawk on the Street Disclaimer

Cramer says more and more cracks are beginning to emerge in the stock market. 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, Jim Cramer and David Faber discussed a report that sent Tesla shares lower: According to Reuters' sources, U.S. prosecutors are examining whether the EV maker committed securities or wire fraud in their Autopilot probe. Shopify President Harley Finkelstein joined the program to talk about the company's Q1 earnings beat -- and the stock tumbling on guidance. The anchors also reacted to Reddit shares rising and Uber shares down sharply following the release of the companies’ respective quarterly results. Also in focus: Microsoft's $3.3 billion AI investment, Disney the morning after its stock fell 9.5% post-earnings. Squawk on the Street Disclaimer

Carl Quintanilla, Jim Cramer and David Faber led off the show with shares of Disney sharply lower: A slight Q2 revenue miss overshadowed an earnings beat and a surprise profit for Disney+ and Hulu. Jim explained why he believes the selling of Disney shares was an overreaction. The anchors also reacted to Elon Musk's latest warning on AI in remarks delivered Monday night at the Milken Institute Global Conference in Los Angeles. Also in focus: Major indices aim to extend their daily win streaks, EVs in the spotlight as Tesla China sales fell in April, Apple's virtual iPad event and the road ahead for mega-tech stocks, earnings winners and losers. Squawk on the Street Disclaimer

Goldman Sachs CEO David Solomon discusses the company’s AI strategy, M&A, and company outlook.

Jim and Jeff break down turnaround trouble at this struggling coffee 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, Jim Cramer and David Faber led off the show with a look at Warren Buffett and Apple after the tech giant's Friday surge. The anchors reacted to comments Buffett made at Berkshire Hathaway's annual shareholder meeting on Saturday -- everything from his company trimming its stake in the iPhone maker to the "Oracle of Omaha" expressing fears about AI. At the Milken Institute's Global Conference in Los Angeles, David sat down with Apollo Global CEO Marc Rowan to discuss Paramount, private markets and campus protests. Also in focus: The stocks extending Friday's market rally, what to expect from Disney's earnings due out Tuesday morning, Howard Schultz's response to Starbucks' big Q2 miss. Squawk on the Street Disclaimer

Jim and Jeff discuss their price target raise of this mega cap tech 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, Jim Cramer and David Faber covered all of the bases on Friday's stock market rally. The two main catalysts: The April employment report shows the economy created fewer jobs than expected, fueling investor hopes for a Fed rate cut. Apple shares surged as the company's Q2 earnings beat, guidance and record $110 billion share buyback program overshadowed a decline in revenue and iPhone sales. What does it all mean for big tech? Also in focus: A "Faber Report" on the Paramount deal saga, Amgen soars, earnings winners and losers, Cramer reacts to the New York Knicks eliminating the Philadelphia 76ers from the NBA Playoffs. Squawk on the Street Disclaimer

Jim and Jeff break down the opportunities in this industrial stock after earnings. 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, Jim Cramer and David Faber led off the show with markets digesting Wednesday's post-Fed decision comments by Chair Jerome Powell. He said it is unlikely that the Fed's next move would be a rate hike. The anchors also discussed what to expect from Apple's quarterly results due out after Thursday's close of trading. Jim outlined what he sees ahead for the stock. Also in focus: Carvana soars, Qualcomm jumps, DoorDash tumbles, Peloton CEO Barry McCarthy steps down and the company cuts jobs, Tesla developments, Ford April auto sales, revisiting Wednesday's Starbucks stock plunge and exclusive interview with CEO Laxman Narasimhan. Squawk on the Street Disclaimer

Jim and Jeff look ahead to the Federal Reserve’s rate policy decision. 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

On the first trading day of May, Carl Quintanilla, Jim Cramer and David Faber explored what's ahead for stocks after the markets++ ended a tough April with a sell-off. The anchors also looked toward Wednesday's Fed decision on rates and Chair Jerome Powell's news conference. Starbucks CEO Laxman Narasimhan joined the program exclusively to discuss his company's weaker-than-expected quarterly results and guidance that caused its stock to plunge. Jim challenged the CEO on a number of fronts, including why investors should own Starbucks shares. More earnings in focus: Amazon gets a lift from AI, Pfizer rises, Pinterest soars -- but a rough day for the likes of CVS, AMD and Super Micro. Squawk on the Street Disclaimer

Jim and Jeff discuss Eli Lilly after the company beat on quarterly profit and hiked its full-year guidance on strong sales of Mounjaro and Zepbound. 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

On the final trading day of April, Carl Quintanilla, Jim Cramer and David Faber discussed rate fears weighing on stocks: The Q1 Employment Cost Index came in higher than expected -- ahead of the Fed's two-day policy meeting, which ends Wednesday. The anchors reacted to McDonald's Q1 earnings miss, which was due in part to customers tightening their belts amid price hikes. The earnings barrage included Eli Lilly posting a Q1 beat and raising guidance thanks to demand for its obesity drugs -- and blue chips Coca-Cola and 3M toppingestimates.Also in focus: Reports of more layoffs at Tesla, Walmart closes health clinics, Paramount's uncertain future, Faber Report on the battle for NBA television rights. Squawk on the Street Disclaimer

Jim and Jeff discuss Bernstein's upgrade of Apple. 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

Carl Quintanilla, Jim Cramer and David Faber began the hour by discussing Elon Musk’s surprise visit to China. Tesla shares surged after local Chinese authorities removed restrictions on its cars, after they passed the country’s data security requirements. The anchors then shifted to the broader markets, as the S&P and Nasdaq both posted their best weeks of 2024. The desk also looked ahead to busiest week of earnings, with nearly 1/3 of all S&P 500 companies set to report results. Later in the hour, David had a Faber Report surrounding Paramount, saying Skydance has made its final offer for the media company. Squawk on the Street Disclaimer

Jim and Jeff discuss Microsoft and Alphabet and their big bets on AI. 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 rate fears weighed on stocks, Carl Quintanilla, Jim Cramer and David Faber discussed market reaction to the Fed's favorite inflation measure: March Core PCE came in slightly above consensus forecasts on a year-over-year basis. The anchors also engaged in a wide-ranging discussion about Alphabet and Microsoft lifting the tech sector. Both companies posted Q1 beats amid their AI push. A CEO doubleheader: Micron's Sanjay Mehrotra joined the program at Post 9 to discuss being awarded up to $6.1 billion in CHIPS Act grants. Chevron's Mike Wirth offered his take on earnings, oil and natural gas prices and his company's deal to acquire Hess. Also in focus: Snap soars, Intel tumbles. Squawk on the Street Disclaimer

Jim and Jeff discuss why the Club trimmed this mega cap stock and its post earnings slide. 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, Jim Cramer and David Faber covered all of the bases regarding Thursday's stock market sell-off, surge in yields and rate fears. The catalysts: Q1 GDP growth below consensus estimates, the Core PCE Price Index -- a key measure of inflation -- came in hotter than expected, Meta shares plunged on revenue guidance and plans to increase spending on AI. Also in focus: An earnings barrage including Thursday’s Dow laggards Caterpillar and IBM, the CEOs of ServiceNow and Southwest Airlines joined the program to discuss their companies' quarterly results and outlook. Squawk on the Street Disclaimer

Carl Quintanilla, Jim Cramer and David Faber reacted to shares of Tesla surging just days after falling to a 52-week low. The EV maker’s plans to produce "more affordable" vehicles overshadowed weaker-than-expected Q1 results. What should you do with the stock?  In an exclusive interview, Boeing CEO Dave Calhoun discussed the company's narrower Q1 loss, its strategy for improving quality control and the search for his successor.  Also in focus: Market reaction to a slew of earnings reports from the likes of AT&T and Visa, Meta and a potential TikTok ban, pain in the luxury space, why one particular stock is up more than 600% from year-ago levels. Squawk on the Street Disclaimer

Jim and Jeff discuss the comeback of this health-care 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

After Monday's rebound rally in stocks, Carl Quintanilla, Jim Cramer and David Faber discussed market reaction to a slew of earnings reports: General Motors and GE Aerospace among the biggest gainers. The anchors also explored what to expect from Tesla's much-anticipated quarterly results due out after Tuesday's close of trading -- with the stock down more than 40% so far this year. Also in focus: New data show Apple iPhone sales in China down 19% in Q1, Spotify surges, Warner Bros. Discovery downgraded, the FTC sues to block the $8.5 billion merger between Coach parent Tapestry and Capri Holdings -- home to brands including Michael Kors. Squawk on the Street Disclaimer

Jim and Jeff discuss market moves for semiconductor stocks. 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, Jim Cramer and David Faber discussed stocks trying to rebound after six straight days of losses for both the S&P 500 and Nasdaq. The "Magnificent 7" lost nearly $1 trillion in market cap last week. Cramer explained why investors should pay close attention to moves in the bond market. Also in focus: Big tech on this week's busy earnings calendar, Tesla car price cuts put further pressure on the stock, Verizon earnings, the House-passed bill that could ban TikTok in the U.S., no Salesforce-Informatica deal, Paramount M&A update, Ken Griffin's Citadel reportedly blasts Trump Media's CEO as a "loser." Squawk on the Street Disclaimer

Jim and Jeff give an earnings analysis on this consumer staple 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 and Jim Cramer discussed what to make of the markets trying to shrug off Israel's early Friday retaliatory strike against Iran -- with the S&P 500 and Nasdaq in the midst of five-session losing streaks. The anchors also reacted to Netflix shares down sharply, as soft Q2 revenue guidance overshadowed a Q1 beat and 9.3 million additional subscribers. Tesla to recall nearly 3,900 Cybertrucks -- as the stock tries to stave off a sixth consecutive day of losses. Also in focus; Earnings from Procter & Gamble and American Express, Paramount surges on buyout bid reports, the latest challenges for Apple in China, Meta CEO Mark Zuckerberg on AI investment, why Trump Media shares continue to rebound. Squawk on the Street Disclaimer

Carl Quintanilla, Jim Cramer and David Faber discussed Tesla falling to a new 52-week low after Deutsche Bank downgraded the EV maker to "Hold" from "Buy." How low can shares go? Hear Cramer elaborate on his message about certain stocks: "We are in a serious correction and no one wants to admit it." Also in focus: 4-day losing streaks for the S&P 500 and Nasdaq, what to expect from Netflix's quarterly results after Thursday's close of trading, chip sector movers and AI, earnings winners and losers, the companies scaling back “work from home” arrangements. Squawk on the Street Disclaimer

Jim and Jeff discuss why this healthcare holding is being mismarked by the market. 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

With the S&P 500 and Nasdaq in the midst of 3 day-losing streaks, Carl Quintanilla, Jim Cramer and David Faber discussed the markets digesting Tuesday's comments from Fed Chair Powell, who suggested interest rates could remain higher for a longer period. The anchors also reacted to United Airlines shares surging after the company posted quarterly results. CEOs of "Magnificent 7" companies in the news: Apple's Tim Cook in Indonesia considering manufacturing in that country, Tesla urges shareholders to ratify Elon Musk's 2018 pay package, Nvidia's Jensen Huang makes the "Time 100" list. Also in focus: President Biden calls for higher tariffs on Chinese steel, the stock dragging the chip sector lower, lap of luxury, Boeing's woes and the whistleblower, Paramount deal update. Squawk on the Street Disclaimer

With geopolitics and the Fed's rate cut timetable in the spotlight, Carl Quintanilla, David Faber and Mike Santoli explored what to make of the recent market volatility: The Dow trying to snap a six-session losing streak and the Nasdaq coming off its worst day in two months. The anchors also discussed market reaction to earnings from the likes of UnitedHealth, Bank of America, Morgan Stanley and Johnson & Johnson. Sara Eisen sat down exclusively with ECB President Christine Lagarde to discuss inflation, interest rates and where the central bank diverges from the Fed on monetary policy. The NCAA women's basketball champion South Carolina Gamecocks rang the NYSE opening bell. Head Coach Dawn Staley and center Kamilla Cardoso -- the third overall pick in the 2024 WNBA Draft -- joined Carl, David and Mike at Post 9. Squawk on the Street Disclaimer

After Friday's sell-off, Carl Quintanilla, David Faber and Sara Eisen discussed what to expect from a busy new week of trading. Stocks rebounded and crude oil prices pulled back from a weekend spike after Iran's Saturday drone and missile attack against Israel -- with markets hoping there will be no escalation of the conflict between the two countries. A former ambassador joined the program with his take on Middle East tensions. Also in focus: A blowout quarter for Goldman Sachs, Tesla falls after reports of job cuts, Apple shares pull back on data showing iPhone shipments down almost 10% in Q1, DJT shares slide as former President Trump's criminal trial gets underway in New York. Squawk on the Street Disclaimer

David Faber, Sara Eisen and Mike Santoli spoke exclusively with BlackRock Chairman & CEO Larry Fink at Post 9. The head of the world's largest asset management firm discussed various issues including inflation, Fed rate cuts, AI, China and his company's earnings. The anchors also explored another volatile day for markets, with stocks falling amid worries about the Fed's rate cut timeline -- and despite better-than-expected Q1 results from JPMorgan Chase, Citi and Wells Fargo. Also in focus: Shares of Intel and AMD under pressure on a report regarding China, Nasdaq's record closing high, Amazon and Alphabet $2 trillion valuation watch. Squawk on the Street Disclaimer

Jim and Jeff say this surging beer stock still looks cheap on a cash-flow basis. 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 a hotter-than-expected consumer inflation report sparked a sell-off on Wall Street, Jim Cramer and David Faber discussed market reaction to the March Producer Price Index. The wholesale inflation gauge came in a bit tamer than economists’ forecasts. The anchors reacted to what Amazon CEO Andy Jassy told CNBC about the consumer, regulation and his annual letter to shareholders. In Colorado, Carl Quintanilla provided a sneak peek into "Cities of Success: Denver and Boulder," which premieres Thursday night at 10pm ET on CNBC. Also in focus: Nvidia bucks the sell-off, Apple as the only FAANG stock in the red this year, gearing up for Friday's bank earnings, "Faber Report" on a potential Paramount deal, DJT slumps again, the CEOs who attended the White House state dinner for Japan's prime minister. Squawk on the Street Disclaimer

Jim and Jeff discuss the consumer price index rising 3.5% in March, higher than expectations and marking an acceleration for inflation. 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

Jim Cramer and David Faber explored market reaction to the hotter-than-expected March inflation data, which sent yields higher and stocks tumbling. The Consumer Price Index revived worries that the Fed could hold off on a June interest rate cut. Cramer discussed how investors should navigate this market and why he believes the Fed is "in a box." Also in focus: Nvidia in correction territory, divergence in big tech, Delta among thebright spots after an earnings beat, Jack Ma's message to Alibaba employees, Apple ramps up iPhone production in India. Squawk on the Street Disclaimer

Jim and Jeff discuss Alphabet on reports suggesting the company is developing its own in-house chips to cut costs associated with AI development. 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, Jim Cramer and David Faber led off the show by discussing a prediction fromTesla CEO Elon Musk: AI will overtake human intelligence next year. What might this mean for big tech'sAI players? Markets also in the spotlight ahead of Wednesday's key CPI inflation data. Hear why Cramer said "this economy doesn't need" Fed interest rate cuts. Also in focus: Amazon shares aiming for what would be their first record closing high since 2021, Piper Sandler's teen survey, the slump in Trump Media shares, Paramount deal buzz. Squawk on the Street Disclaimer

Jim and Jeff discuss Eaton being downgraded at Wolfe Research. 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, Jim Cramer and David Faber led off the show with news involving a major supplier to Nvidia and Apple. The White House announced CHIPS Act grants of $6.6 billion to Taiwan Semiconductor, for expansion of the chipmaker's Arizona plants. Commerce Secretary Gina Raimondo and the anchors discussed that funding. Sara Eisen's exclusive interview with Treasury Secretary Janet Yellen in China included a focus on tariffs -- with electric vehicles also in the spotlight. Also on the program: Market worries about the Fed possibly scaling back plans for interest rate cuts, Jamie Dimon's message on rates and AI in his annual letter to JPMorgan Chase shareholders, what to make of the banking sector ahead of earnings later this week, why Jim took off his belt. Squawk on the Street Disclaimer

On the heels of Thursday's Fedspeak-fueled stock sell-off, Carl Quintanilla and Jim Cramer explored what investors should make of the better-than-expected March employment data -- and what it could mean for Fed interest rate policy. National Economic Council Director Lael Brainard joined the program with White House reaction to the jobs report. The anchors also reacted to what Treasury Secretary Janet Yellen said in China about that country's treatment of U.S. businesses. Also in focus: Johnson & Johnson to buy medical device maker Shockwave Medical for $12.5 billion in cash, "Mag 7" musings, the oil rally, Bob Iger and Nelson Peltz in their own words -- where did ego fit into the Disney proxy battle? Squawk on the Street Disclaimer

Nelson Peltz, Trian Partners founding partner, joins ‘Squawk on the Street’ to discuss the founding partner’s thoughts on Disney after losing the proxy battle for board seats.

Carl Quintanilla, Jim Cramer and David Faber led off the show with Disney fending off a high-profile attempt by activist investor Nelson Peltz to join the company's board. In an exclusive, David interviewed Disney CEO Bob Iger at the media giant's headquarters. They discussed several topics including the company's future, Peltz, the stock price, Disney's streaming strategy and succession. Also on the program: Markets bracing for Friday's key jobs data, "Faber Report" on a potential Paramount deal. Squawk on the Street Disclaimer

Amid investor concerns that the Fed could implement fewer rate cuts than expected this year, Carl Quintanilla, Jim Cramer and David Faber explored what to make of the markets' rough start to Q2. The Dow and S&P coming off their worst day in almost a month. The anchors also reacted to what billionaire hedge fund manager Steve Cohen told CNBC about AI and the markets. Also in focus: Disney shareholder meeting day with the company's battle against Nelson Peltz set to reach a conclusion, Intel shares take a hit, a stronger-than-expected ADP jobs report, Silver Lake to take sports and entertainment company Endeavor private. Squawk on the Street Disclaimer

Jim and Jeff discuss why investors should be in Coterra Energy. 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, Jim Cramer and David Faber discussed Tuesday’s stock selloff, sparked by concerns the Fed might not cut interest rates in June. How should you navigate these markets? Tesla among the biggest laggards after Q1 deliveries missed expectations. The end of an era for General Electric: The iconic company completed its final split. GE Aerospace CEO Larry Culp and GE Vernova CEO Scott Strazikjoined the anchors at Post 9 to discuss the road ahead. Also in focus: Disney's boardroom battle ahead of Wednesday's crucial shareholder meeting, Medicare “disadvantage” for health insurance stocks, PVH plummets and drags down retail. Squawk on the Street Disclaimer

Jim and Jeff discuss Disney's board battle and why they're trimming Google. 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, Jim Cramer and David Faber explored how investors could profit in the second quarter after a bullish Q1. Where do the "Magnificent 7" fit into the picture? The anchors also discussed the latest on the Disney-Nelson Peltz proxy fight ahead of the media giant's crucial shareholder meeting on Wednesday. Also in focus: Countdown to Tesla's delivery numbers after a rough Q1 for the stock, AT&T's data leak, Trump Media shares slump -- what you need to know about warrants. Squawk on the Street Disclaimer

Jim and Jeff discuss Estee Lauder shares after a Bank of America upgrade to buy from neutral. 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

Heading into the long holiday weekend, Carl Quintanilla and Jim Cramer wrap up what has been a bullish Q1: The S&P 500 poised for its best start to a year since 2019 – and major indices on track for a fifth straight month of gains. Cramer explains why he believes it's time to "let Mag 7 rest." Home Depot to buy SRS Distribution in an $18.25 billion deal, marking HD's largest acquisition ever. Also in focus: Sentencing day for FTX founder Sam Bankman-Fried, Q4 GDP upside surprise,RH surges, Walgreens shares volatile post-earnings, another Apple downgrade, Fed Governor Waller still sees "no rush" to cut rates. Squawk on the Street Disclaimer

With the Dow and S&P 500 looking to snap 3-day losing streaks after a record run-up for stocks, Carl Quintanilla and Jim Cramer engaged in a wide-ranging discussion about a question posed in the latest Delivering Alpha survey: Has the market run too far, too fast? Also in focus: Commerce and Treasury Departments' new recommendations on regulating AI, Apple's Q1 stock slump and J.P. Morgan's note on China iPhone sales, China's President Xi meets with U.S. CEOs, meme stocks back in the spotlight as Trump Media surges again and GameStop tumbles, Mark Zuckerberg and Jensen Huang's "jersey swap." Squawk on the Street Disclaimer

Jim and Jeff discuss the analyst price target increase for Microsoft. They also talk about the weight loss drug opportunity for Viking Therapeutics. 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 and Jim Cramer began the show with Larry Fink's annual letter to investors, in which the BlackRock CEO warns of a crisis when it comes to saving for retirement. The anchors discussed what he told Jim in an interview set to air on "Mad Money" Tuesday night. Also in focus: The Francis Scott Key Bridge collapse in Baltimore, Truth Social parent Trump Media & Technology Group soars after beginning trading under ticker symbol DJT, Reddit continues to rally after its own public debut last week, mega-tech roundup, UPS' growth strategy, should GE CEO Larry Culp be Boeing's next leader? Squawk on the Street Disclaimer

Jim Cramer and Jeff Marks discuss the positive news around Nvidia. 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 and Jim Cramer led off the show with reaction to a leadership shakeup at Boeing: Dave Calhoun will step down as CEO at the end of 2024. The anchors also discussed global headwinds for tech: The EU announced it is investigating Apple, Alphabet and Meta under its new digital competition law -- and China has reportedly blocked use of Intel and AMD chips in its government computers. Also in focus: Apple CEO Tim Cook in China, new bullish market calls on Wall Street, Disney vs. Peltz latest, Trump SPAC watch, Salesforce CEO Marc Benioff’s question about the “AI hype cycle,” Jim goes "robotic." Squawk on the Street Disclaimer

Jim Cramer and Jeff Marks discuss the DOJ lawsuit against Apple. 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

Jim Cramer and David Faber explored the record run for stocks despite this year's slump in Apple shares -- including Thursday's 4% drop on news of the Justice Department-led antitrust lawsuit against the iPhone maker. Earnings also in the spotlight: FedEx shares surge while Nike and Lululemon take a hit on guidance that disappointed Wall Street. Also in focus: Day two for Reddit after shares jumped 48% in its public debut, the latest news impacting Tesla shares, the Trump SPAC merger vote, Cramer's deep dive into Boeing's stock slide. Squawk on the Street Disclaimer

Jim Cramer and Jeff Marks discuss the Fed and demand for AI-chips driving Micron up. 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

Jim Cramer and David Faber had a lot to discuss on a busy Thursday: Stocks hit fresh record highs after Wednesday's post-Fed meeting rally. Micron shares soared on AI-fueled guidance and a surprise profit, leading the chip sector higher.New regulatory headwinds for Apple. The anchors and Julia Boorstin spoke with Reddit CEO Steve Huffman about the social media company's IPO and public debut. A prominent proxy-services firm is backing Nelson Peltz in his battle with Disney. Also in focus: David's reporting on Paramount studio sale buzz, former President Trump's potential windfall, Jim's Thursday night "CNBC Leaders" special -- featuring his exclusive interview with Nvidia CEO Jensen Huang. Squawk on the Street Disclaimer

Jim Cramer and Jeff Marks discuss AI and Nvidia's Blackwell platform. 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

Jim Cramer and David Faber led off the show with Nvidia and highlights from Jim's exclusive "Mad Money" interview with CEO Jensen Huang. The CHIPS Act also in the spotlight: Intel CEO Pat Gelsinger appeared one-on-one with Jon Fortt to talk about the billions of dollars in funding the company has been awarded. Jim and David discussed an excerpt from Cramer's interview on the CHIPS Act with Commerce Secretary Gina Raimondo, which is slated to air Wednesday night on "Mad Money." Also in focus: Fed decision day, Apple CEO Tim Cook visits China, Chipotle's 50-for-1 stock split. Squawk on the Street Disclaimer

Nvidia CEO Jensen Huang joins CNBC's Jim Cramer to discuss what Nvidia’s doing with its next-generation semiconductors, the theory behind accelerated computing, and more.

Jim Cramer and David Faber engaged in wide-ranging discussions about Nvidia’s unveiling of its new AI chips and "Blackwell" platform -- setting the stage for Jim's exclusive interview with Nvidia CEO Jensen Huang at the company's developers' conference. The anchors reacted to Elon Musk defending his use of the drug ketamine, in comments he made during an interview with former CNN host Don Lemon. David spoke exclusively with Cleveland-Cliffs CEO Lourenco Goncalves about the Nippon Steel-U.S. Steel deal. Also in focus: Unilever plans a spinoff of its ice cream business including Ben & Jerry's, George Lucas backs Bob Iger in Disney’s proxy battle with Nelson Peltz and Trian, Fed meeting day one, Bank of Japan ends negative interest rates. Squawk on the Street Disclaimer

Jim Cramer and David Faber discussed all things AI as tech stocks rallied: The countdown to Nvidia CEO Jensen Huang's Monday keynote at his company's GTC event -- ahead of Jim's exclusive interview with Huang on Tuesday. Apple is reportedly in talks to build Google's Gemini AI engine into the iPhone. Cisco CEO Chuck Robbins and former Splunk CEO Gary Steele joined the program at Post 9 after both companies completed their merger deal. Jim highlighted a number of companies that are surging due to the AI wave -- and explained why he believes they are "indispensable." Also in focus: Reddit IPO watch, changes at the top of Hertz. Squawk on the Street Disclaimer

With the markets about to wrap up the week, David Faber, Sara Eisen and Mike Santoli explored the haves and have-nots when it comes to tech players and AI: Nvidia's latest moves, Microsoft's record run and Adobe shares take a big hit despite a Q1 beat. David delivered a "Faber Report" doubleheader: The latest on a potential TikTok ban and the Nippon Steel-U.S. Steel deal. Two of Sara's interviews also in the spotlight: Palantir CEO Alex Karp blasts short sellers, plus Citadel CEO Ken Griffinon climate regulation and what's at stake for investors. Squawk on the Street Disclaimer

Carl Quintanilla, David Faber and Mike Santoli led off the show with market reaction to key February data ahead of next week’s Fed meeting: The Producer Price Index showed hotter-than-expected wholesale inflation, while retail sales missed economists' forecasts. The anchors also reacted to what former Treasury Secretary Steven Mnuchin told CNBC: He plans to form an investor group to buy TikTok. How low can Tesla go? This year's worst performer on the S&P 500 slipped below JPMorgan Chase in terms of market cap. Also in focus: Kevin Plank returns to Under Armour as CEO, retail earnings roundup, BofA lifts its price target on Nvidia, remembering former Time Warner CEO Gerald Levin. Squawk on the Street Disclaimer

With the S&P 500 coming off a new all-time closing high, Carl Quintanilla, David Faber and Mike Santoli discussed the momentum fueling the markets' record run. How concerned should investors be about unwind risk? The anchors also explored the potential ramifications of Wednesday's House of Representatives vote on legislation that could ban TikTok in the U.S. David reports that Jamie Dimon is backing Bob Iger in Disney's proxy battle against Nelson Peltz's Trian Partners. Also in focus: Wells Fargo downgrades Tesla to "Underweight" -- the equivalent of a "Sell" rating, Citadel’s Ken Griffin on Nvidia, bitcoin's fresh record high, the Eli Lilly-Amazon connection. Squawk on the Street Disclaimer

Ahead of next week's Fed meeting, Carl Quintanilla, David Faber and Mike Santoli explored market reaction to key inflation data: The February Consumer Price Index. AI news in the spotlight: Oracle shares soared after the company posted an earnings beat -- and BofA raised its S&P 500 profit forecast for 2024. Also in focus: JPMorgan Chase CEO Jamie Dimon’s latest recession message, Southwest shares take a hit on Boeing-related woes, 3M selects a new CEO, Paramount deal speculation, the Co-CEOs of athletic footwear and apparel maker On Holding at Post 9 on quarterly results that sent the stock tumbling.  Squawk on the Street Disclaimer

Carl Quintanilla, David Faber and Mike Santoli kicked off a new week with a look at Nvidia's impact on the markets. The stock extended its decline from Friday's wild reversal that sent the chip sector below its 52-week high. What would a momentum unwind look like? A chips analyst joined the show to explain why he raised his price target on Nvidia from $900 to $1,200. The anchors reacted to what former President Donald Trump told CNBC about a potential TikTok ban -- as well as Facebook being an “enemy of the people." Also in focus: Bitcoin's fresh record high above $72,000,Reddit's IPO terms and roadshow, 15 years since the "Haines Bottom."  Squawk on the Street Disclaimer

Jim and Jeff react to the February jobs reports and discuss AI revenue for this semiconductor 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