Squawk on the Street

Carl Quintanilla, Jim Cramer and David Faber led off the show by exploring the AI-fueled rally that propelled the S&P 500 and Nasdaq to fresh record highs on Friday. How do you value stocks such as Nvidia and other AI players? Super Micro continued its white-hot surge after being selected to join the S&P 500. The company surpassed three Dow components on a valuation basis. Also in focus: The EU fines Apple nearly $2 billion, bitcoin tops $65,000 for the first time since 2021, Tesla's China challenge, two firms boost their takeover bid for Macy's, Equinox's obesity drug protocol. 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.

CNBC’s Jim Cramer and the Investing Club’s Director of Portfolio Analysis Jeff Marks discuss Friday’s market action and the activity around tech and chip holdings. 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.

Jim Cramer and David Faber explored how investors can profit in March, after the S&P 500 and Nasdaq finished February at record closing highs. Dell shares soared on earnings fueled by the AI boom. The anchors also discussed Elon Musk's lawsuit against OpenAI and its CEO Sam Altman, plus a flashback to what Musk told David several months ago about the maker of ChatGPT. Also in focus: Why New York Community Bancorp is tumbling again, billionaire investor Ray Dalio's take on the "Magnificent 7," earnings movers and crypto trading action in Solana since the FTX bankruptcy. 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.

CNBC’s Jim Cramer and the Investing Club’s Director of Portfolio Analysis Jeff Marks break down earnings from Salesforce and Thursday’s batch of economic indicators. 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.

Jim Cramer and David Faber discussed a pair of tech players: Shares of Snowflake tumbled more than 20% on a weaker sales outlook along with news that Frank Slootman has retired as CEO. Salesforce posted a quarterly beat and issued light guidance. How should investors view both stocks now? The anchors also explored market reaction to the Fed's preferred inflation measure - Core PCE. Also in focus: Phil LeBeau in Chile on China's auto revolution, earnings winners, Apple CEO Tim Cook on AI, certain names outside of the "Magnificent 7" worthy of your attention. 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.

CNBC’s Jim Cramer and Investing Club’s Jeff Marks break down Wednesday’s market moves and TJX 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.

Jim Cramer and David Faber engaged in a wide-ranging discussion about Apple reportedly scrapping its decade-longEV project in favor of AI initiatives. Jim offered his take on Apple shares falling 5% so far this year.The anchors also reacted to a report stating UnitedHealth is the subject of a U.S. Department of Justice antitrust probe.Also in focus: Bitcoin surpasses $60,000 for the first time since 2021, Q4 GDP growth revised a tick lower, eBay among the earnings winners, Cramer explains "Real AI" versus "Joke 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.

Jim Cramer discusses the Club’s recommendation to buy Eli Lilly. Cramer also says there’s a ‘red flag’ for Salesforce ahead of 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.

Jim Cramer and David Faber discussed what to make of developments involving a pair of M&A deals: Chevron warns that its $53 billion dollar agreement to acquire Hess may be at risk, while the Federal Trade Commission and nine states are suing to block the $25 billion Kroger-Albertsons merger. The anchors also reacted to some eye-popping comments JPMorgan Chase CEO Jamie Dimon made to CNBC about the future of AI. Lowe's issued disappointing guidance and Macy's announced it would close 150 stores as part of a turnaround plan. Where are the buys in retail? Also in focus: Zoom earnings, Endeavor M&A update, Tesla's rebound rally and the stock that jumped 80% on news regarding an obesity drug trial. 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 buying more of Palo Alto. 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 led off the show by exploring the AI boom: Nvidia extends its rally after posting a blowout quarter and hitting a $2 trillion valuation on Friday. The anchors discussed what's on tap for the markets this week, as the Dow and S&P 500 aim to achieve fresh record highs. Also in focus: Warren Buffett's annual letter to Berkshire Hathaway shareholders along with the company's earnings and record cash hoard, Amazon enters the Dow, Walmart's 3-for-1 stock split goes into effect, Cramer held court at the CNBC Investing Club’s annual meeting on Saturday. 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 continued momentum of 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 Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The morning after the best day for stocks in more than a year, Carl Quintanilla and Jim Cramer discussed what to make of the markets' upward momentum: The Dow and S&P 500 jumping to new all-time intraday highs and Nvidia hitting a $2 trillion valuation for the first time -- overshadowing Fed officials continuing to stress holding off on rate cuts for now. The anchors reacted to Warner Bros. Discovery shares falling on a Q4 miss despite posting a streaming profit for 2023. Also in focus: Square parent Block and Carvana soar, upgrades and downgrades, White House sanctions against Russia, Reddit files to go public, Jim previews the CNBC Investing Club's Annual Meeting which takes place on Saturday. 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 this semiconductor stock ripping on yesterday’s earnings 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 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 engaged in wide-ranging discussions about Nvidia's Q4 results and guidance handily topping analysts' forecasts thanks to the AI boom. The stock hit a fresh all-time high, sparking a Nasdaq rally and a new intraday record high for theS&P 500. Hear what Jim had to say about Nvidia CEO Jensen Huang versus Tesla CEO Elon Musk. Also in focus: EV makers Rivian and Lucid tumble, the 'Magnificent 7," Fed minutes follow-up, the DOJ names a new AI chief,Mondelez CEO Dirk Van de Put joined the program to discuss food inflation, the consumer and President Biden'sattack on "shrinkflation." 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 their earnings expectations for 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 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 started the show by looking ahead to Nvidia reporting after the bell, a day after the stock suffered its biggest 1-day drop in 4 months. Another earnings mover the anchors hit was Palo Alto Networks. Shares of the stock plunged after the company pulled its full-year revenue, billings guidance. The company’s results sent other cyber names like CrowdStrike, Fortinet and Zscaler lower. Later that hour, Leslie Picker joined the show along with Brian Moynihan to discuss the state of the economy, rates and the recent volatility within the regional banks. 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 ‘Mag 7’ semiconductor stock ahead of its highly awaited earnings 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 Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jim Cramer and Scott Wapner started the hour by breaking down quarterly results from two big retailers Walmart and Home Depot; both names topped earnings estimates but the stocks moved in opposite directions. The desk also hit the deal of the day, as Capital One announced that it will acquire Discover in a $35.3 billion all-stock-deal; shares of other payment companies like Visa and Mastercard moved lower on the deal news. Before the opening bells, Adobe CEO Shantanu Narayen joined the anchors on set for a first on CNBC interview to discuss his company’s new AI feature. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

David Faber, Sara Eisen and Mike Santoli began the show by breaking down this morning’s PPI inflation report. The producer price index, a measure of prices received by producers of domestic goods and services, rose 0.3% for the month, the biggest move since August. The anchors also hit Nike, the latest firm to announce job cuts. The company said it would lay off 2% of its employees, more than 1,500 jobs, as part of a broader restructuring. After the bells, the desk hit a ton of earnings movers, including Coinbase. Shares of the crypto platform surged after posting a surprise profit for the first time in two years. 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 hour by discussing the batch of economic data this morning including retail sales and jobless claims; Retail sales tumbled 0.8% in January, much more than expected. The anchors then shifted to the tech sector, and hit Cisco’s latest quarterly results. The company lowered its fiscal 2024 outlook and also announced that it will cut 5% of its global workforce, amounting to over 4,000 jobs. After the opening bells, the desk also discussed a slew of 13F filings, including Warren Buffett’s Berkshire Hathaway trimming its massive stake in Apple. 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 markets after a hotter-than-anticipated inflation reading yesterday and reports the Federal Reserve may not cut interest rates as early as they had hoped. 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 kicked things off by breaking down the markets rebounding a day after the Dow suffered its biggest drop since March 2023. They also hit some of the big earnings reports with Airbnb, Robinhood, MGM, and Kraft Heinz all on the move. Another big mover post results was Lyft, which soared on strong Q4 numbers and guidance, but the stock initially skyrocketed 60% after the company’s initial press release had a major error. The CFO later corrected the mistake during the firm’s earnings call Tuesday. Before the opening bells, the anchors also chatted Mark Zuckerberg and his review of Apple’s Vision Pro. In a video posted to Instagram, Zuckerberg called Meta’s Quest 3 headset “the better value” and “the better product, period.” 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 started the show by breaking down the hotter-than-expected inflation data, with CPI rising 0.3% in January. The morning data sent stocks lower and yields spiking; the Dow dropped 500 points during the first hour of trading. The anchors then shifted to a look at some high-flying tech names, as Nvidia overtook Amazon in market value, making the tech giant America’s 4th largest company. Also in the mix: the desk also mentioned the viewership numbers from Super Bowl 58. More than 123 million Americans tuned into the game, making it the most-watched television show ever. 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 expansion reports for 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 Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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 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 news around Nvidia and Broadcom. 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 started the show by discussing the S&P crossing 5,000 for the first time, just 3 years after hitting 4,000 back in 2021. The biggest gainers year-to-date on the S&P index include: Nvidia, Meta and Eli Lilly. The anchors then turned to a slew of corporate results, including Pepsi. The beverage and snack maker topped earnings estimates, but quarterly revenue declined YoY for the first time since 2020. Other earnings movers in the mix included Pinterest, Take-Two Interactive and Expedia, all getting crushed on their respective results. 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 better-than-expected quarter for Disney. 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 began the hour by breaking down Disney’s magical quarter. The stock surged after the company beat quarterly earnings estimates and raised its guidance as it saw progress in efforts to cut costs. Disney also announced that it will take a $1.5 billion stake in Fortnite studio Epic Games and launch its flagship ESPN streaming service in fall 2025. The anchors then shifted to another earnings mover, Arm Holdings; shares of the chip designer surged after beating analyst estimates and providing a strong profit forecast, saying AI boosted sales for the company. Also in the mix: the desk discussed the market action as the S&P inched closer to 5,000. 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 Eli Lilly, Meta and Snap 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.

Carl Quintanilla, Jim Cramer and David Faber kicked off the show by discussing a partnership that could shake up the media landscape: ESPN, Fox and Warner Bros. Discovery are teaming up to launch a sports streaming service later this year. The anchors also reacted to Snap shares tumbling more than 30% on a revenue miss and disappointing guidance amid stiff competition on the ad sales front. Also in focus: What to expect from Disney results due out after Wednesday's close, Uber falls despite a Q4 beat and its first annual profit since going public, Moody’s downgrades NYCB to “junk,” earnings winners and losers including Ford, Chipotle, Alibaba, Amgen and CVS Health. 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 strong quarter for Eli Lilly. 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 led off the show with Palantir shares soaring on a Q4beat and strong guidance, driven by AI demand. The anchors also reacted to earnings call comments from the company's CEO Alex Karp on China and the growing geopolitical dangers. Speaking of China, that country's stocks posted their best day in almost two years -- as Beijing looks to reverse a market slump. Also in focus: Eli Lilly hits a fresh record high as demand for its obesity drugs drives better-than-expected Q4 results and guidance, Tesla gets hit with a downgrade and becomes this year's worst-performing stock on the S&P 500, Spotify surges on strong user growth and guidance. 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 what to expect from the markets after new record highs were set on Friday. The anchors offered reaction to Fed Chair Powell’s “60 Minutes” interview. Caterpillar CEO Jim Umpleby joined the program exclusively to discuss quarterly results that propelled the stock to fresh record highs. Carl, Jim and David also discussed Tesla shares extending their 2024 slide -- after the Wall Street Journal reported that Elon Musk took drugs with some Tesla board members, according to the paper’s sources. Also in focus: Meta's historic Friday $200 billion market cap rally, McDonald's earnings. Snap and Estee Lauder announce job cuts, new 737 MAX problems for Boeing, Novo Nordisk's parent buys Catalent to help expand Wegovy supply. 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 highlighted big tech earnings and how to play Cramer's "super six pack." Apple shares fell despite better-than-expected Q1 results -- as a decline in China sales overshadowed strength in services and the iPhone. Jim shared what CEO Tim Cook told him at Apple's flagship store in New York about the Vision Pro, as the $3,500 headset went on sale. Meta soared on a Q4 beat, its first-ever dividend and revenue guidance exceeding estimates. Amazon surged on the strength of online holiday shopping and a 13% jump in AWS revenue. Also in focus: The January employment report shows job creation nearly doubled expectations, Chevron CEO Mike Wirth joined the program to discuss earnings, the oil giant's 8% dividend and what's at stake for energy markets in wake of Middle East turmoil. 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 Cramer and Jeff Marks of the CNBC Investing Club break down why investors need to own Honeywell after reporting 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.

Entering a new month after a positive January for stocks, Carl Quintanilla, Jim Cramer and David Faber explored what's ahead for the markets after Wednesday's sell-off -- sparked by Fed Chair Jerome Powell saying that a March interest rate cut is unlikely. The anchors also discussed what to expect from Apple, Amazon and Meta when they report earnings after Thursday's close of trading. Also in focus: Mark Zuckerberg apologizes to families at Wednesday's Senate online child safety hearing, Etsy soars after naming an Elliott partner to its board, earnings winners and losers, New York Community Bank tumbles further, Elon Musk's threat to move Tesla's state of incorporation to Texas from Delaware. 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 discussed Alphabet and Microsoft dragging the tech sector lower, despite both companies beating on quarterly results. Were Wall Street's guidance expectations too lofty? Boeing CEO Dave Calhoun joined the program to talk about the jet maker's narrower Q4 loss -- and decision to suspend guidance in wake of its 737 MAX-9 problems. AMD CEO Lisa Su offered her take on the chipmaker's Q4 results, AI strategy and sales forecast that weighed on the stock. Also in focus: A Delaware judge strikes down Elon Musk's $56 billion Tesla pay package, Fed decision day, Starbucks' earnings rally, Byron Allen's offer to acquire Paramount Global, Walmart's 3-for-1 stock split, social media CEOs head to Capitol Hill. 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.

Citadel CEO Ken Griffin spoke with CNBC’s Leslie Picker at the MFA Network event in Miami about the implications of a rupture in supply chains from Taiwan, America’s competitiveness with China, and how Griffin suggests policy should change around electric vehicles. 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 and Jim Cramer led off the show with news out of UPS: The company announced plansto cut 12,000 jobs after it issued a weaker-than-expected 2024 revenue outlook. A different story for GeneralMotors: The stock surged on the automaker's Q4 earnings beat and guidance, which includes a "profit positive" picture for its U.S. EV portfolio. Also in focus: Apple Vision Pro reviews are out, earnings winners and losers, Elon Musk’s Neuralink and its brain chip implant, Jim highlights a stock that's up 660% from a year ago as it rides the AI wave. 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 explored what investors can expect from a busy earnings week, with five of the "Magnificent 7" mega-cap tech companies scheduled to report results. Four-time Super Bowl champion Rob Gronkowski joined the anchors at Post 9, after FanDuel parent Flutter Entertainment rang the opening bell to mark its NYSE debut. They discussed sports betting, the NFL, Super Bowl predictions and Gronk's role as a FanDuel ambassador. Also in focus: Amazon-iRobot acquisition deal scrapped, Chinese real estate giant Evergrande ordered to liquidate. 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 heavily on tech: Intel tumbles and dragsthe chip sector lower after issuing disappointing sales guidance. Record closing highs for Microsoft, Alphabet and Meta. Cramer said it's time to boot Tesla from the Magnificent 7 after the stock's worst daily performance since 2020 and poor 2024 start. Also in focus: Market reaction to Core PCE data ahead of next week's Fed meeting, American Express surges while Visa falls, JetBlue warns its merger deal with Spirit Airlines may be terminated, layoffs at Salesforce, Levi Strauss 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.

Jim and Jeff discuss the GDP report showing strong growth and slowing inflation. Plus, Jim says Nvidia is ‘touched by an angel’. 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 https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, Jim Cramer and David Faber discussed Tesla shares taking a hit after the EV maker posted weaker-than-expected Q4 results and said it sees "notably lower" growth in 2024. The anchors reacted to what CEO Elon Musk said on Tesla's earnings. A CEO doubleheader on the show: Southwest’s Bob Jordan on earnings and MAX delivery plans in wake of Boeing's recent problems – and ServiceNow's Bill McDermott on his company's quarterly beat and riding the AI wave with shares at all-time highs. Also in focus: The first reading of Q4 GDP beats expectations with 3.3% growth, Humana tumbles again and drags its health insurance rivals lower, IBM and Comcast surge on earnings, the chip sector rally rolls on. Disclosure: Comcast is the parent of NBCUniversal, of which CNBC is a unit. 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 led off the show with Netflix's big rally. Shares surged after the streaming service reported 13.1 million new subscribers in Q4, handily beating forecasts. The anchors also discussed what Dwayne "The Rock" Johnson and TKO CEO Ari Emanuel told them Tuesday at Post 9 about Netflix streaming WWE Raw beginning in 2025. Also in focus: Netflix and the chip sector boost the S&P 500 to fresh record highs, what to expect from Tesla's after-the-bell earnings, AT&T slumps on guidance, layoffs at eBay and SAP, Alaska Air CEO slams Boeing. 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 Procter & Gamble after reporting mixed quarterly earnings and revenue for its fiscal second quarter. 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.

Actor/producer/entrepreneur Dwayne Johnson and Ari Emanuel -- the CEO of WWE and UFC parent TKO Group Holdings -- joined Carl Quintanilla, Jim Cramer and David Faber exclusively at Post 9. They discussed everything from Netflix streaming WWE's flagship program "Raw" beginning in 2025 to Johnson joining TKO's board. The anchors also explored market reaction to earnings from the likes of 3M, Verizon, Procter & Gamble, Johnson & Johnson and General Electric. Also in focus: The markets' historic run after the Dow closed above 38,000 for the first time, China looks to shore up its slumping stock market, Boeing responds to the United Airlines CEO's comments on CNBC about the jet maker's 737 MAX problems. 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 kicked off a new week by focusing on the record run for stocks, as the Dow and S&P 500 hit fresh all-time intraday highs on Monday. The "Magnificent 7" in the spotlight: A widely-followed Apple analyst estimates that pre-orders for the Vision Pro headset significantly exceeded forecasts, Morgan Stanley auto analyst Adam Jonas lowers his price target on Tesla, Meta returns to the "Trillion-Dollar Club" and Nvidia CEO Jensen Huang visits China for the first time in years. Also in focus: ADM tumbles and puts its CFO on leave amid accounting probe, Macy's rejects a $5.8 billion takeover bid, FAA recommends inspections for a second Boeing 737 model, the top ten performing stocks in Cramer's charitable trust since the S&P 500's last high in December 2021. 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 discussed all things tech: Record highs for the Nasdaq 100 as well as Nvidia and AMD, Meta to spend billions on Nvidia's AI Chips and Apple begins taking pre-orders for its Vision Pro. See how Carl looks while wearing the headset! The anchors also reacted to Ford's decision to reduce production of its F-150 Lightning truck, in wake of a slowdown in demand for EVs. Also in focus: Spirit not giving up onits court-blocked merger with JetBlue, BofA’s market take on Japan, layoffs at Amazon, Macy's and Wayfair. 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.