Squawk on the Street

Carl Quintanilla, Jim Cramer and David Faber delved into the catalysts sparking Thursday's market sell-off, one day after the White House announced temporary tariff relief for U.S. automakers -- news that fueled an afternoon stock rally. The chip sector under pressure, led by Marvell Technology shares tumbling on disappointing guidance. Also in focus: DOGE contributing to what Challenger, Gray and Christmas said is the largest number of monthly layoffs since 2020, Brown-Forman CEO on Canada and "what's worse than tariffs" for the maker of Jack Daniel's. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Another morning of red on the S&P and Nasdaq -Carl Quintanilla, Sara Eisen, and David Faber discussed the latest for stocks as President Trump warns of “disturbance” ahead when it comes to tariffs. Goldman’s Chief Equity Strategist David Kostin breaking down why he still sees the S&P headed higher by year-end. Plus, more on where to find value here with Chief Strategists from Jefferies and Charles Schwab. Also in focus: how to navigate the chips here, and whether to take Trump’s vow to revoke the CHIPS Act seriously; Tesla’s Germany sales plunge as Goldman cuts their price target on the name; why the CEO of KBW says to “buy trophies on sale” when it comes to the banks; and a debrief on the morning’s big retail reports. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Cramer says this financial services stock is an ‘extraordinary opportunity’. 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 Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

With the S&P 500 on track for its worst week since September, Carl Quintanilla, Jim Cramer and David Faber explored this week's market sell-off, as well as comments from Commerce Secretary Lutnick. He said to expect a Wednesday announcement from President Trump on Canada and Mexico tariffs. Jim highlighted what's at stake for U.S. automakers. Also in focus: President Trump calls for passing tax cuts and killing the CHIPS Act in his Tuesday night address to Congress, more sales woes for Tesla, "Faber Report" on Kenvue's proxy fight, earnings pain for retailers, CrowdStrike and Campbell's slide, the New York Financial Writers’ Association honors David. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Stocks selling off as new tariffs on Mexico, Canada, and China rattle investors – Carl Quintanilla, Sara Eisen, and David Faber broke down the latest out of Washington, and talked top picks amid the volatility with one portfolio manager arguing to look at names like TJX and Abbvie here. Plus, why Former Commerce Secretary Carlos Guttierez says “escalation is likely” when it comes to retaliatory measures – and the team discussed what it all could mean for the Fed’s next move. Also in focus: retail earnings out of Target, Best Buy, and more – the stocks D.A. Davidson says to watch here; Apple’s China tariff headwinds; and Blackrock’s new ports deal. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jim and Jeff discuss the pullback in the tech trade. 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 Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, Jim Cramer and David Faber explored how to navigate this market environment, with President Trump's tariffs against Canada, Mexico and China going into effect -- news that extended Monday's sell-off. The anchors reacted to what Commerce Secretary Howard Lutnick told CNBC about a trade reset in wake of the tariffs. Also in focus: Target sees tariffs impacting Q1 profits and CEO Brian Cornell says price hikes are likely days away, Best Buy tumbles, Tesla shares extend their slump as sales of its China-made EVs slide, Nvidia and the "Mag 7 blues." Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Stocks coming off a tough February - Carl Quintanilla, Sara Eisen, and David Faber broke down the latest for markets on the heels of another weak data print top of the hour (ISM Manu/Construction Spend). Plus, a discussion on the outlook for 2025 – with Yardeni Research’s Ed Yardeni, who’s betting growth will slow in Q1 – but re-accelerate into the back half of the year… Also, more with one analyst calling Apple the “safe-haven trade” of big tech. Another key driver: Washington. From Trump’s hopes for a “Crypto Reserve” to a new national investigation into lumber imports, the team talked market implications – and dove deep into the ecosystem for rare earth minerals with the biggest producer in the western hemisphere (MP Materials) after Trump’s failed deal with Ukraine. Plus, a look at how China and retailers are prepping for tonight’s tariffs deadline. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

On the first trading day of March, Carl Quintanilla, David Faber and Sara Eisen explored the whirlwind of activity coming out of the White House. President Trump's strategic crypto reserve plan sparked a weekend rally in digital currencies, followed by a Monday surge in crypto-related stocks. He also ordered a probe into imported lumber, while Canada, Mexico and China brace for Tuesday's tariff deadline. The anchors reacted to comments from Treasury Secretary Bessent and Warren Buffett about tariffs. Also in focus: Morgan Stanley's Adam Jonas names Tesla a "Top Pick," anti-Elon Musk protests outside Tesla showrooms, Kroger CEO steps down amid internal probe, Canada's energy minister talks tariffs ahead of Tuesday's deadline. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

All major indices on pace to end February lower - Carl Quintanilla, Sara Eisen, and David Faber broke down the latest for stocks along with Michael Santoli to kick off the hour – in addition to how to play the tech tumble here with one Fidelity PM who manages more than $20B. Plus, the latest out of Washington: as Ukrainian President Zelenskyy gets set to meet with President Trump on a new minerals deal, and the street looks ahead to Monday’s midnight deadline for tariffs on Canada and Mexico to take effect. Former Ford CEO Mark Fields calling those tariffs “devastating” in the near term for the American auto industry. Also in focus: the health of housing after a month of disappointing prints – what it could portend for the spring selling season; Meta takes on OpenAI; and more on the results sending Dell and HPQ shares lower. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, David Faber and Sara Eisen led off the show with market reaction to January PCE -- the Fed's preferred inflation gauge. KPMG Chief Economist Diane Swonk joined the discussion. The anchors delved into the tech sell-off and the tariffs effect: Nasdaq is on track for its worst monthly performance since September 2023, while Nvidia's market cap falls below $3 trillion -- leaving Apple as the only company with a valuation above that level. Also in focus: China vows to retaliate against President Trump's tariffs if necessary, bitcoin slides below $80,000, Dell earnings, OpenAI CEO Sam Altman says the company is "out of GPUs," Faber Report on Walgreens and M&A. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, Sara Eisen, and David Faber broke down the latest for stocks - with new housing data at the top of the hour – and some mixed messaging around tariffs out of Washington. The President confirming this morning that March 4th tariffs on Mexico and Canada will go into effect as scheduled, with an additional 10% charge going to China - bringing their total rate to 20%. Also in focus: Big Tech. The team hosted a bull/bear debate on Nvidia post-results, alongside exclusive comments from CEO Jensen Huang – and talked the potential PR problems facing Tesla, due to Elon Musk’s increasingly large obligations elsewhere (with shares now down more than 25% on the year). Plus: A fresh check on egg-flation, as President Trump calls prices “a disaster” with the CEO of Vital Farms – and a look at the secret tax break within Trump’s ‘Gold Card’ plans. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jim and Jeff discuss the earnings beat by 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 Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, Jim Cramer and David Faber discussed the effect of tariff talk on markets. Thursday morning, President Trump posted on social media that his proposed tariffs on goods from Mexico and Canada will go into effect on March 4 -- and that China will be charged an additional 10% tariff on that same date. The AI trade also in the spotlight: Nvidia posted better-than-expected Q4 results, while Salesforce reported a Q4 revenue miss and issued weaker-than-expected guidance. Also in focus: "Fedspeak" on inflation by Kansas City Fed President Jeff Schmid, earnings movers including Snowflake, eBay, Warner Bros. Discovery and Paramount.Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Stocks rebounding after 4 days of back-to-back losses on the S&P and Nasdaq – Carl Quintanilla, Sara Eisen, and David Faber discussed the latest for stocks when it comes to earnings and news overnight that President Trump could target copper in his next round of tariffs. Charles Schwab’s Chief Investment Strategist Liz Ann Sonders broke down her outlook for stocks, as she points to growth concerns as a bigger driver than inflation here. Plus, the team broke down New Home Sales data top of 10. 2 big CEO interviews this hour: Workday’s CEO as shares rise on a big earnings beat – plus, the Chairman & CEO of Eli Lilly talking the company decision to expand its manufacturing here in the US.Also in focus: Tesla’s market cap falls below $1T – what’s driving the action; The numbers to watch when Nvidia reports results tonight; and Amazon’s Alexa product news.Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

With the Nasdaq and S&P 500 each down four sessions in a row, Carl Quintanilla, Jim Cramer and David Faber covered all of the bases on tech: Everything from Tesla's valuation falling below $1 trillion -- to Nvidia's key earnings report due out after Wednesday's close of trading. Also in focus: Meta's AI data center strategy, General Motors' dividend hike and new stock buyback program, retail earnings from Lowe's and TJX, Eli Lilly unveils its U.S. expansion plan, what Robinhood CEO Vlad Tenev told Jim on "Mad Money" about the Trump administration.Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jim and Jeff discuss this semiconductor stock ahead of its 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 Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Stocks under pressure as Tech stocks sell-off and the Nasdaq lags: Carl Quintanilla, Sara Eisen, and David Faber broke down the latest trade and tariff headlines to start the hour, alongside new Consumer Confidence data (registering its largest monthly decline since August 2021). Plus, what tighter trade restrictions on China could mean for markets and the semis – and a fresh read on the economy when it comes to corporate credit, according to the man advising America’s biggest companies on their multi-billion dollar financings, Goldman’s Jonny Fine. Also in focus: Home Depot breaking a 2 year streak of same-store sales declines – how to trade it, and what it could portend for later retail reports; Why the breakout in software stocks is fading; and a discussion of the AI trade with one NYU professor warning: “The revenue isn’t there yet – and might never come” Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, Jim Cramer and David Faber drilled down on more weakness in tech: The Nasdaq falling into negative territory for 2025. Hear why Jim believes Nvidia is a "difficult" stock ahead of the company's earnings due out after Wednesday's close of trading. Elon Musk and DOGE in the spotlight: Government agencies give conflicting guidance to federal employees about complying with Musk's demand for work accomplishment summaries. Also in focus: Home Depot's Q4 beat lifts housing-related stocks, Palantir extends its slide, Unilever ousts its CEO, Lilly's weight-loss drug price cut, Hims & Hers tumbles. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jim and Jeff discuss Microsoft after an analyst report from TD Cowen said the company is cutting spending on data centers. 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 Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, Sara Eisen and David Faber began the hour by discussing the big week ahead for investors, as tech giant Nvidia gets set to report results. The desk also brought in Deirdre Bosa to discuss Apple’s expansion plans, announcing it will open a new factory for AI servers in Texas as part of a $500 billion investment in the U.S. Later in the show, Eamon Javers reported on the big DOGE demand pushback, after Elon Musk said government workers must detail their workweek or risk losing their jobs. Also in the mix; Mackenzie Sigalos detailed the largest crypto heist in history, involving $1.5 billion worth of digital assets. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, Jim Cramer and David Faber explored how investors should navigate the markets after Friday's sell-off – with the Dow and Nasdaq in negative territory since President Trump's inauguration. The anchors discussed Apple's $500 billion U.S. expansion plan -- which includes building an AI server factory in Texas -- and how Trump tariffs fit into the picture. Also in focus: Billionaire Steve Cohen joins the backlash against Elon Musk's DOGE, Microsoft refutes TD Cowen’s data center note, Warren Buffett's annual letter to Berkshire Hathaway shareholders, Starbucks layoffs, Palantir extends its one-week slide, Nike and cruise line stocks on the rise. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jim and Jeff discuss what could be behind the dip in this food 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 Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Description: Carl Quintanilla, Morgan Brennan, and David Faber discussed the latest for stocks on another morning seeing selling: the Dow, S&P, and Nasdaq all on pace to end the week in the red. United Health a big drag across indices on news of a potential probe from the DOJ – the team broke down the latest there to kick off the hour. Plus, why Edward Jones Senior Investment Strategist sees no recession in sight, and new data when it comes to housing and the consumer. 2 CEOs joined Squawk on the Street this hour: Visa’s Ryan McInerney with his outlook following the company’s investor day, and IMAX’s CEO broke down demand trends in China. Also in focus: comments from OpenAI’s CFO at the FII Summit in Miami; the SEC dropping its case against Coinbase; Musk wants to audit the Federal Reserve; and a look at why Celsius shares are surging. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla and Jim Cramer kicked off the show live from the NYSE, with co-anchor David Faber still in Miami for the FII Priority Summit in Miami. The anchors began the show with UnitedHealth shares sliding following a report that the DOJ is investigating the company’s Medicare billing practices. The news impacted other names in the space like Cigna, CVS Health, and Humana, which all moved lower in sympathy. The desk also hit some of the big travel names on the move including Booking Holdings, which rallied on its latest numbers. Also in the mix; the group discussed Elon Musk’s appearance at CPAC, where he said he was thinking of auditing the Fed. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla and Michael Santoli broke down another volatile morning for stocks as the Dow, S&P, and Nasdaq all took a leg lower. Walmart a big drag across indices post-results after guidance came in below estimates – the team broke down fresh comments from the company’s CFO with UBS Analyst Michael Lasser, who still calls the stock a buy here. Plus - from DOGE checks to tax cuts, the desk got the latest from Washington – as Citi’s Chief Equity Strategist warns there’s more risk than reward when it comes to Trump’s policies, at least in the near term. Also within the hour: Carvana’s CEO breaks down results sending shares lower, Eli Lilly’s next big bets (and they’re not weightloss drugs) and Oracle’s CEO - live from the Future Investment Institute’s Priority Conference in Miami with her outlook for AI. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla and Jim Cramer kicked off the show live from the NYSE, with co-anchor David Faber joining live from the FII Priority Summit in Miami. The anchors hit the morning’s biggest earnings movers starting with Walmart. The major retailer topped earnings and revenue estimates for its fiscal fourth quarter, but said its profit growth will slow in the current fiscal year. Another big name to watch was Alibaba, after shares of the company surged on strong results, with the stock now up 60% year-to-date. Later in the hour, Faber brought in OpenAI CFO Sarah Friar, in her first interview since Elon Musk made an $97.4 billion unsolicited bid for OpenAI.Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jim and Jeff discuss why they bought more 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 Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla and Courtney Reagan broke down today’s market set-up after President Trump laid out new tariff threats for 3 key industries: Autos, Pharma, and Semiconductors. Stocks under pressure as earnings from a number of sectors disappoint: Toll Brothers results hitting the homebuilders, Bumble plunging double-digits, and Etsy citing consumer headwinds… But that said: some green shoots in energy, from Solaredge to Occidental. Within the hour: the team talked top tech picks with Wedbush’s Dan Ives, fresh off a channel check in Asia; the state of the AI arms race with Logan Bartlett of Redpoint Ventures; broke down one sector still licking its wounds post-DeepSeek sell-off; and discussed Trump’s decision to keep Biden-era rules around merger reviews - with one former FTC Commissioner who says that’s not a bad thing. Also in focus: Saudi-backed Future Investment Institute kicking off its “Priority Summit” in Miami, with President Trump expected to attend – David Faber brought a live read from the ground, and broke down expectations with CEO Richard Attias. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla and Jim Cramer began the conversation discussing what the president’s new call for tariffs might mean for the markets. In his remarks to reporters yesterday, President Trump suggested 25% tariffs on autos, pharma and semiconductors that could go even higher. The anchors then shifted to some of the day’s biggest earnings movers, including Toll Brothers. Shares of the homebuilder dropped at the open following the company’s miss on estimates. Later in the hour, the desk also mentioned Bill Ackman raising his takeover offer for Howard Hughes Holdings, saying he will turn it into a ‘modern-day Berkshire.’ Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jim and Jeff discuss this alcohol maker as Berkshire Hathaway buys stake in the company. They also dive into what led to the rise in shares for these health care 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 Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, Seema Mody, and Michael Santoli discussed the latest for stocks as the S&P and Nasdaq sit inches from new all-time highs. To kick off the hour: NAHB housing data, the latest from the White House, and why Stifel's Chief Economist is warning of a 10% sell-off ahead. Plus, one Former Commerce Secretary's take on tariffs, Trump, DOGE... And a read from the ground in Beijing as President Xi Jinping tries to reboot relations with the country's private sector. A number of market movers also in focus: Broadcom & Taiwan Semi eye a deal for Intel; the latest on a new Delta Airlines crash; Conagra's guidance cut; what's driving Meta's record rally; and a look at Musk's newest iteration of 'Grok' Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

David Faber and Jim Cramer started the show with a look at the markets on this shortened trading week, with the S&P nearing another record high. The desk then brought in Megan Cassella, who joined the program live from the White House. She broke down the latest in D.C. including a top Social Security official resigning after clashing with Elon Musk’s DOGE over data access. Later in the hour, the desk discussed Chinese President Xi holding a rare meeting with top business leaders, which included Alibaba’s Jack Ma. Also in the mix: Southwest Airlines announced it will slash 15% of its corporate workforce. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, Leslie Picker, and Michael Santoli discussed the latest for stocks after Trump’s announcement of reciprocal tariffs across the globe, and why Musk’s Department of Efficiency could be a boon for cybersecurity stocks in particular. Also a busy morning for movers within the hour: the team broke down Apple’s new product event announcement with an analyst who calls the stock a buy here. Plus, reports overnight that ARM is making its own chips – why it could upend the semiconductor industry. Also in focus: Morgan Stanley’s new pay package for CEO Ted Pick; why Coinbase CEO Brian Armstrong says crypto is entering a “new era”; Hermes beats a luxury slowdown; and CNBC’s exclusive NBA valuations for 2025 Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, Leslie Picker, and Mike Santoli began the hour by breaking down the markets a day after the S&P posted its best day in about a month. The anchors worked in this morning’s key economic data, with retail sales slumping 0.9% in January, down much more than expected. Eamon Javers also joined the program live from the White House to discuss President Trump announcing his plan for reciprocal tariffs. After the opening bells, the anchors hit the biggest morning movers including Coinbase, Airbnb and Gamestop, which is reportedly considering investing in bitcoin and other cryptocurrencies. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The second hour of CNBC’s "Squawk on the Street" with Carl Quintanilla and Sara Eisen is broadcast each weekday from the floor of the New York Stock Exchange, 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 Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, Sara Eisen and Mike Santoli led off the show with this morning’s data after the producer price index, which measures what producers get for their goods and services, increased by a seasonally adjusted 0.4% on the month, compared with the Dow Jones estimate for 0.3%. Eamon Javers also joined the program from the White House to discuss President Trump’s plans for reciprocal tariffs on U.S. trading partners. Later in the hour, the desk hit the rally in some momentum names like Dutch Bros, AppLovin and Robinhood; Robinhood’s CEO Vlad Tenev sat down with Kate Rooney after the bells to discuss his latest quarter. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Peter Navarro, White House Senior Counselor for Trade and Manufacturing, joins CNBC’s ‘Squawk on the Street’ to discuss potential reciprocal tariffs from the U.S. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Inflation Watch: Carl Quintanilla, Sara Eisen and Michael Santoli explored what to make of stocks falling and yields spiking after January CPI came in hotter-than-expected. The anchors also discussed Elon Musk's defense of the Department of Government Efficiency -- after President Trump signed an executive order giving DOGE more power tofind ways to cut federal spending. In a CNBC Exclusive, Leslie Picker sat down with Bank of America CEO Brian Moynihan to discuss everything from interest rates to President Trump's message on debanking conservatives. Also in focus: Day 2 for Fed Chair Powell on Capitol Hill, SoftBank's surprise loss and CEO Masa Son's AI bets, earnings winners and losers. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

James Quincey, Coca-Cola CEO, discusses the company’s earnings beat, U.S. growth and the state of the consumer. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, Sara Eisen and Michael Santoli led off the show with market reaction to President Trump's 25% tariffs on steel and aluminum products, ahead of Fed Chair Powell's Tuesday testimony on Capitol Hill about the economy. The anchors also discussed the intensifying feud between Elon Musk and OpenAI CEO Sam Altman -- who rejected a Musk-led group's $97.4 billion offer to take control of OpenAI. Shopify President Harley Finkelstein discussed everything from earnings to the Kanye West/swastika controversy. "Saturday Night Live" original cast member Laraine Newman and current cast members Ego Nwodim and Heidi Gardner joined the program on the NYSE floor, after ringing the opening bell to celebrate the NBC show's 50th anniversary. Disclosure: NBC and CNBC are units of NBCUniversal Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Fresh headlines over the weekend as President Trump considers more tariffs (this time on all steel and aluminum imports into the U.S.) – and China’s retaliatory ones begin. Carl Quintanilla, Leslie Picker and Scott Wapner broke down the latest out of Washington, and what it all means for the market. Why one London School of Economics professor says China’s better prepared for tariffs this time around. Plus – David Tepper betting big on related stocks like Alibaba and JD.com according to a new 13F filing, released during the hour – the team discussed the move… along with Barclay’s prediction of the sectors most at risk of tariff headwinds. Also in focus: Financials one of the best performing sectors over the last 1-year – what’s driving the gain; NFL Superagent Drew Rosenhaus talks the big game; and the backlash over one telehealth company’s first ever Superbowl commercial Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, Scott Wapner and Leslie Picker explored market reaction to President Trump’s plan to impose 25% tariffs on steel and aluminum imports -- news that sparked a rally in U.S. steel stocks. The anchors also discussed the Philadelphia Eagles' Super Bowl victory and its aftermath, including the sports betting landscape and the TV commercials. Also in focus: McDonald's jumps despite posting its worst U.S. same-store sales in five years, Meta aims for a 16-day win streak, Chinese tech rallies, activist investors on parade. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, Sara Eisen and David Faber started the show looking at Amazon’s latest results, which sent the stock lower. The tech giant issued a disappointing revenue forecast and pointed to its weakest growth on record. The show also headed down to New Orleans for an interview with the CEO of DraftKings, with Americans expected to bet more than $1 billion on the Super Bowl this weekend. Later in the hour, Pinterest CEO Bill Ready broke down his company’s latest results, following a strong Q4. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, David Faber and Sara Eisen led off the show with key employment data showing softer-than-expected job growth in January. The anchors also discussed Amazon shares falling after the tech giant delivered Q4 cloud revenue and current quarter guidance misses -- plus a $105 billion capex spending plan for investing in AI. Faber Report: David's sources told him Softbank is set to invest $40 billion in OpenAI at a $260 billion valuation. Brian Sullivan sat down exclusively with new U.S. Energy Secretary Chris Wright. Elon Musk and DOGE were among the topics they discussed. Also in focus: Meta aims for a 15-day win streak, Tesla EV sales fall in China, Pinterest and Affirm soar. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jim and Jeff discuss the profit guidance for this pharmaceutical 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 Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, Sara Eisen and David Faber broke down a busy morning for earnings – with key reports across retail, industrials, and the semis. $ARM a key laggard - Jim Cramer joined the top of the hour to breakdown results with CEO Rene Haas, while Hilton’s CEO joined later in the hour, also on earnings. Plus: why Ford and Tesla shares could be running out of gas; a healthcare wrap-up, including new numbers out of Eli Lilly & Bristol Myers; what to expect out of Amazon earnings; and a live report from New Orleans on the state of Superbowl sports betting Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, Jim Cramer and David Faber focused on a barrage of earnings, including results in the chip sector: Shares of Qualcomm and Arm Holdings down sharply despite better-than-expected quarterly results. Apple supplier Skyworks Solutions plunged on revenue guidance. A pair of auto stocks also under pressure: Tesla hurt by weak sales in Europe, while Ford's full-year guidance overshadowed a Q4 beat.Honeywell CEO Vimal Kapur joined the program to discuss the Dow component's decision to split into three independent companies. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jim and Jeff discuss the earnings report from 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 Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, Sara Eisen and David Faber broke down the weakness in big tech. Alphabet shares dropped on its latest quarterly results, following a revenue miss and soaring AI investments. Apple shares were also under pressure on a report that China is considering a probe into the company’s App Store practices. Later in the hour, Eamon Javers discussed Elon Musk’s role in the U.S. government, after he was officially designated a “special government employee.” Also in the show: Shell CEO Wael Sawan joined the program to discuss how the company is navigating global trade tensions. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.