Squawk on the Street

Carl Quintanilla, Jim Cramer and David Faber discussed two issues of importance to Washington and Wall Street: The Fed kicking off its two-day policy meeting and Treasury Secretary Yellen warning the U.S. could run out of cash by June 1 if the debt ceiling is not lifted. The earnings parade also in focus, including Uber shares jumping on a quarterly beat. A different story on the AI front: Chegg shares plunged after the education technology company warned it sees students turning to ChatGPT for study help. Five-time NFL Pro Bowler J.J. Watt visited Post 9 to discuss coming off of the retirement sidelines to invest in a different kind of football. 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 discuss how JPMorgan Chase emerged as winner of the weekend auction for First Republic. They also look ahead to what the Federal Reserve may announce at the FOMC meeting this week. 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 engaged in a wide-ranging discussion about the second-biggest bank failure in U.S. history. First Republic Bank was seized by regulators and sold to JPMorgan Chase, after JPM agreed to assume all of the bank's deposits and significant assets. The anchors explored what it all means for the banking sector -- and reacted to conference call comments made by JPMorgan Chase CEO Jamie Dimon. Also in focus: What to expect from the markets in May, Morgan Stanley's Adam Jonas upgrades GM to "overweight," the chip stock that's among Monday's biggest gainers, plus David's interview with Apollo Global Management CEO Marc Rowan from the Milken Institute Global Conference. 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 break down Amazon's earnings and why it’s a buy on weakness. 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 covered all of the bases regarding tech earnings: Amazon's warning of a slowdown in its cloud business overshadowed the company's Q1 beat, Intel shares jumped despite the chipmaker's worst-ever quarterly loss, while social media players Snap and Pinterest tumbled by double-digits on guidance that disappointed Wall Street. Also in focus: Big oil earnings beats from Exxon Mobil and Chevron, plus David’s report on a statement from First Republic about the beleaguered bank's strategic options. 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 break down Meta shares which gained more than 15%, reaching a new 52-week high, following their latest 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.

On the busiest day of this earnings season, Carl Quintanilla, Jim Cramer and David Faber discussed the quarterly reports driving the markets higher, despite GDP data showing economic growth slowed sharply in Q1 to an annualized rate of 1.1%.The anchors delved into a wide-ranging discussion about Meta. The stock surged after Facebook's parent posted better-than expected quarterly results and issued upbeat revenue guidance for Q2. Carl, Jim and David also reacted to earnings call comments from Meta CEO Mark Zuckerberg. Caterpillar, Honeywell and Eli Lilly were among the other names in the earnings spotlight. Southwest Airlines CEO Bob Jordan and ServiceNow CEO Bill McDermott joined the program to discuss their companies' respective quarterly 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.

Carl Quintanilla, Jim Cramer and David Faber led off the show with big news on the tech front: UK regulators announced they are blocking Microsoft's planned acquisition of Activision. The anchors also weighed in on quarterly results from Microsoft and Alphabet. Boeing CEO David Calhoun joined the program to discuss his company's 737 MAX production guidance that lifted the stock, despite a wider-than-expected quarterly loss. First Republic shares tumbled again to fresh record lows. David outlined the newest developments surrounding the beleaguered regional bank. Carrier Global CEO David Gitlin visited Post 9 at the NYSE to discuss the air conditioner maker's new $13 billion acquisition. 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 what to make of a deluge of earnings reports -- including results from Dow components McDonald's, 3Mand Verizon. General Motors, General Electric and UPS also in the mix. Dow CEO Jim Fitterling joined the program exclusively to discuss his company's quarterly results. Shares of First Republic sank and weighed on regional banks after it reported a more than $100 billion plunge in deposits in Q1. Sources told David the next few days are crucial for First Republic. Also in focus: After-the-bell earnings due out from Microsoft and Alphabet. 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 began the hour with a look at the big earnings week ahead with 178 S&P companies getting ready to report, including some mega-cap tech names. The anchors also hit Coca-Cola’s latest quarter, after the company reported a beat on the top and bottom lines; results received a boost from price hikes and higher demand. For Cramer’s “Mad Dash” he hit Bed Bath & Beyond after the company filed for bankruptcy protection following its failed turnaround efforts. Later in the hour, David Faber had a “Faber Report” on the UK CMA’s final decision on the Microsoft-Activision deal due Wednesday. He also warned our viewers on the “highly questionable” $10/share bid that Getty received from Trillium Capital. 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 discuss the earnings and revenue beat from Procter & Gamble. 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 road ahead for mega-cap tech stocks, ahead of earnings due out next week from Alphabet, Microsoft, Meta and Amazon. Meta surpassed Tesla in terms of market valuation for the first time in 16 months. After Tesla's Thursday sell-off, the company raised U.S. prices on the heels of its sixth cut of the year. Also in focus, Procter & Gamble and CSX among the earnings winners, The "AT&T effect" on certain stocks, Cleveland Fed President Mester's inflation view and Cramer on "the most under-covered brilliant company on earth." 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 discuss the sluggish start to trading and which consumer stocks are rallying. 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 focused on the earnings news that dampened market sentiment -- leading with shares of Tesla down sharply after the company posted a decline in Q1 profit, as price cuts weighed on margins.The anchors reacted to earnings call comments from Elon Musk, who said he would stress sales growth over higher margins. Speaking of Musk, SpaceX's giant "Starship" rocket launched for the first time and exploded before reaching orbit. Also in focus: American Express, AT&T and a number of regional banks among the earnings losers -- plus what's driving the rally in chip equipment and homebuilder stocks. 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 discuss the sluggish start to the market open and interest rates slightly rising Wednesday. Jim also breaks down why Morgan Stanley is down despite a beat on earnings and revenue. 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 engaged in a wide-raging discussion about Netflix and the streaming landscape -- from the company's mixed results to the delay of its broader password sharing crackdown. Morgan Stanley shares declined despite better-than-expected quarterly results. Are the moves lower in both Netflix and MS justified? Also in focus: Fox News agrees to pay Dominion Voting Systems $787.5 million to settle a defamation lawsuit, Disney and Meta layoffs in the spotlight, Tesla cuts prices again, Elon Musk on AI and social media, United Airlines jumps on 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.

Jim Cramer and Jeff Marks discuss why Johnson and Johnson is dramatically undervalued in the portfolio. 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 market reaction to earnings from two major banks: Bank of America reported a Q1 beat, while Goldman Sachs posted mixed results. The anchors reacted to comments Elon Musk made during a television interview about the risks surrounding AI, as well as his plans to create a rival to ChatGPT. Also in focus: HSBC double upgrades Nvidia to "buy" on AI pricing power, what to expect from Netflix's after-the-bell earnings, the DeSantis-Disney battle intensifies, Dominion's $1.6 billion defamation trial against Fox News gets underway.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 discuss recent big bank 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 a new market week with what to expect from a busy earnings calendar, featuring Tesla, Netflix and various banks. Shares of Alphabet under pressure on a report stating Samsung may switch from Google to Microsoft's Bing for search. The anchors also reacted comments made by Google CEO Sundar Pichai about AI in a televised interview. Also in focus: Merck agrees to acquire Prometheus Biosciences for $10.8 billion in cash, Apple’s India expansion, Elon Musk's SpaceX scrubs its inaugural test launch of "Starship" -- the world’s most powerful rocket.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 his interview with BlackRock’s Larry Fink and breaks down Friday’s big bank 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 broke down the earnings from banks including JPMorgan Chase, Citi and Wells Fargo -- along with BlackRock and regional player PNC -- and how the recent banking turmoil fits into the picture. JPM shares topped both the S&P 500 and the Dow, but Boeing shares took a hit. The jet makerwarned it will likely reduce 737MAXproduction and deliveries,due to a parts issue involving supplier Spirit Aerosystems-- whose shares fell by double digits. Also in focus: March retail sales declined by 1% -- twice as weak as economists had been expecting, UnitedHealth's Q1 beat and raised guidance, plus what’s behind the slump in EV stocks. The cast and creators of Amazon's "The Marvelous Mrs. Maisel" joined Carl on the NYSE floor after ringing the opening bell. 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 discuss what an economic slowdown means for the market after several economic data reports. 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 highlighted two big stories: The Producer Price Index for March shows wholesale inflation posted its biggest decline in three years – and Amazon CEO Andy Jassy released his annual letter to shareholders. The anchors reacted to the details of the letter and what Jassy told CNBC about Amazon's future and AI. Also in focus: Delta's quarterly miss and upbeat guidance, Warner Bros. Discovery takes streaming to the "Max", what's lifting Netflix shares, Apple reportedly triples India iPhone output, what to expect from Friday's major bank earnings 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 and Jeff Marks of the current housing market, how Fed policy is affecting mortgage rates, and the latest on Meta’s 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 led off the show with market reaction to key inflation data: The March Consumer Price Index cooled from a year ago to levels not seen in nearly two years. The anchors also discussed Warren Buffett's comments from Tokyo in a wide-ranging CNBC interview, including his take that even though "we're not through with bank failures," there's no reason for depositors to panic. Also in focus: Emerson to buy National Instruments in an $8.2 billion cash deal, what's fueling McDonald's shares’ jump to fresh record highs, UConn men's basketball head coach Dan Hurley and Connecticut Governor Ned Lamont joined the anchors at Post 9 after ringing the NYSE opening bell, in celebration of the Huskies' 2023 championship. 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 discuss a potential deal between ExxonMobil and Pioneer. 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 Warren Buffett's investment strategy. The billionaire investor said Berkshire Hathaway raised its stake in five Japanese holding companies by 7.4% each -- and is considering buying more. AI also in the spotlight: Alibaba rolls out a system to rival ChatGPT, AI faces new scrutiny in both the U.S. and China, plus anchor reaction to what former Google CEO Eric Schmidt told CNBC about AI. Also in focus: Markets brace for Wednesday's CPI data, bitcoin hits a ten-month high and surpasses $30,000, playing the chip sector, Cramer's list of underappreciated Dow stocks. 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 discuss the March employment report and how it is impacting 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 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 the events that could move the markets this week, from key inflation data to earnings from major U.S. banks. The anchors also reacted to Tesla cutting prices for the fifth time this year -- and the stock extending month-to-date losses. Also in focus: Exxon Mobil reportedly held early-stage talks with Pioneer Natural Resources about a possible acquisition of the shale driller, Micron shares surge on Samsung production cuts, Apple shares take a hit as new data show a slide in global PC shipments for Q1. 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 break down the latest batch of U.S. jobless claims and what it means for certain sectors of 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 Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Capping a holiday-shortened trading week, Carl Quintanilla and Jim Cramer discussed what Friday's key March employment report could mean for the markets, with weekly jobless claims coming in well above the expected 200,000 level. As for the consumer: Costco posted its first monthly same-store sales decline in almost three years -- and shares of Levi Strauss down sharply despite a quarterly beat. The anchors reacted to Ike Perlmutter's comments to the Wall Street Journal: The former chair of Marvel Entertainment told the paper he wasn’t laid off by Disney – he was fired. Also in focus: Movers heading into the holiday weekend, plus what FedEx's CEO said to Jim about the economy more than six months after telling him he sees a recession ahead. 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 preview the March jobs report after the ADP private payrolls data came in below consensus. Jim also breaks down one of his favorite portfolio 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.

Carl Quintanilla and Jim Cramer discussed what's ahead for the markets one day after the Dow and S&P 500 snapped-four day win streaks. The anchors reacted to weaker-than-expected ADP jobs data, as well as comments from Cleveland Fed President Loretta Mester, who said the rate target needs to go above 5%. Two well-known nameshosting investor events Wednesday: Walmart reaffirmed full-year guidance and outlined a 5-year strategy for profitability, while FedEx hiked its dividend and announced plans to consolidate its operating units into one organization. Also in focus: Johnson& Johnson agrees to pay $8.9 billion to settle lawsuits that claim its talc products cause cancer, Apple's Tim Cook and Disney's Bob Iger to discuss China with U.S. lawmakers, why healthcare stocks are a bright spot, Cramer's three "trading camps." 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 share why they think bad news is good news for the market after job openings declined in February. 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 discussed the recent market rally as the Dow and S&P 500 aim to extend their respective daily win streaks to five. The anchors reacted to stats from Apollo which show how the S&P's 2023 rally isn't broad-based, but driven by 20 stocks. Are the names in focus worth buying? Carl and Jim also offered their takes on the annual shareholder letter from JPMorgan Chase CEO Jamie Dimon – which covered everything from the banking crisis to the economy. Also in focus: Ford electric vehicle sales sizzle in Q1, Apple as a top teen pick, Google and staplers, upgrades and downgrades, Disney CEO Bob Iger slams Florida Gov. Ron DeSantis. 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 discuss why April is historically a good month for 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.

On the first trading day of the second quarter, Carl Quintanilla and Jim Cramer explored the best ways for investors to profit in the period. The anchors also discussed the rally in crude prices and oil stocks, after OPEC and its allies announced a surprise output cut of more than one million barrels per day set to begin in May. Endeavor confirmed a deal to merge UFC with WWE, forming a $21 billion global live sports and entertainment company. Scott Wapner spoke exclusively with Endeavor CEO Ari Emanuel and WWE Executive Chairman Vince McMahon. Also in focus: Shares of Tesla down despite record quarterly deliveries, McDonald's is said to be planning layoffs this week, Alphabet and Google CEO Sundar Pichaion regulating 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 and Jeff Marks discuss new inflation data from China and the U.S. and what it means for 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 Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

On the final trading day of the first quarter,Carl Quintanilla and Jim Cramer discussed a hot first three months of the year for tech-- and which names are most likely to keep the rally going. The Nasdaq 100 headed into Friday's session up 18.5% quarter-to-date. PCE -- the Fed's preferred inflation gauge -- cooled in February on a year-over-year basis, while personal income and consumer spending each rose for the month.Senator Elizabeth Warren(D-Massachusetts)joined the anchors at Post 9 of the New York Stock Exchange to discuss banking turmoil, her push to toughen regulation and hold bank CEOs accountable, crypto and the indictment of former president Donald Trump. 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 dives right into the portfolio saying there are multiple stocks in a great position to be bought or added to right now. 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/morningtakeCNBC 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 explored the Q1 tech rally, with the sector on track for its best quarter since Q2 2020. Jim outlines the tech names he believes you should buy now. The anchors reacted to an analyst note from Needham, which says "there is material upside" for Apple if it would acquire Disney. Separately, a board appointed by Florida Governor DeSantis claims Disney has stripped it of its power. Also in focus, layoff announcements from the likes of Disney, Roku and Electronic Arts, RH CEO Gary Friedman speaks out about inflation and Fed rate hikes, Walmart upgraded, Sen. Rand Paul (R-Kentucky) slams the push to ban TikTok, is Intel worth buying? 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 discuss why they see leeway for stocks in the portfolio to rally. 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/morningtakeCNBC 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 focused on the markets getting a lift from the tech sector, with the Nasdaq 100 up more than 20%from its October low. Micron shares moved higher despite the chipmaker's largest loss on record, while Nvidia extended its AI-fueled rally – shares up more than 80% percent in Q1, on track for their best quarter in more than two decades. Lululemon CEO Calvin McDonald joined the program exclusively to discuss holiday quarter results and full-year guidance that sent the stock soaring. 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 began the show with a look at Alibaba. Shares rose sharply after the Chinese e-commerce giant announced plans to split into six independent units. The discussion included a flashback to the "Squawk on the Street" interview with Alibaba founder Jack Ma in 2014 on the company's IPOday. Also in focus: Disney ditches its metaverse unit, Goldman Sachs warns about labor market disruption when it comes to AI, lower bonus payouts at Meta, Lyft shares jump on news that the company named a new CEO, McCormick shares spike on earnings, a “Faber Report” on WWE. 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 discuss their market outlook after First Citizens acquires a large portion of Silicon Valley Bank. Jim says the banking crisis is not over yet but has slowed significantly. 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 First Citizens Bank shares surging after the company agreed to acquire the assets, deposits and loans of failed Silicon Valley Bank. News of the deal tempered concerns about banking turmoil and gave a boost to regional bank stocks. Which regionals are worth buying now? Also in focus: Salesforce avoids a proxy fight with activist investor Elliott Management, the "AI effect" on mega-cap tech stocks, Apple CEO Tim Cook visits China, Caterpillar gets slapped with an "Underperform" rating, "Overweight"-ing Tesla and an upgrade to "Buy" for Pinterest. 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 dissect this week’s market action after Treasury Secretary Janet Yellen’s remarks and the Federal Reserve’s interest rate hike Wednesday. 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.

David Faber and Jim Cramer began with the ongoing turmoil in the banking sector. Deutsche Bank was the latest name to add to the volatility, with shares dropping following a spike in credit default swaps Thursday night. The anchors also turned their attention to Secretary Janet Yellen who said the Treasury Department is ready to take “additional actions if warranted” to stabilize banks. In M&A news, shares of Activision Blizzard surged after the U.K.’s Competition and Markets Authority dropped some of its concerns about Microsoft’s takeover of the gaming company. After the opening bells, the anchors also talked the tech stock safe haven, with names like Alphabet, Meta and Nvidia up more than 15% in March alone. 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 with the market action a day after the Federal Reserve announced its 9th straight interest rate hike of 25 basis points. In his press conference, Chair Powell said the recent failure of some regional banks could cause ripple effects that slow down the economy. The anchors also turned their attention to TikTok, as the company CEO Shou Zi Chew made his way to Capitol Hill to testify before Congress about his app’s security concerns. Also in the mix: The anchors hit the double-digit drop of in shares of Block, after Hindenburg Research announced that the payment company was its latest short position, alleging that Block allowed criminal activity to operate with lax controls and “highly” inflates Cash App’s transacting user base, a key metric of performance. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.