Squawk on the Street

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.

Cramer’s take on the big Fed decision plus his thoughts on Nike and First Republic. 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 expect from Wednesday's Fed decision on interest rates: A hike aimed at battling inflation, or will policymakers stand pat in wake of recent banking turmoil? Nike shares fell as an earnings beat was overshadowed by a warning on margins due to excess inventory and markdowns. The anchors engaged in a wide-ranging discussion about the AI arms race -- from Nvidia CEO Jensen Huang on AI's "iPhone moment," to Bill Gates calling AI "revolutionary" technology. Also in focus: Regional bank PacWest opts against a capital raise and gets $1.4 billion from a financing facility, shares of GameStop soar and lift other "meme stocks" on its first quarterly profit in two years, UK regulators are considering an in-depth probe into the Broadcom-VMWare merger deal. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Cramer hits on Tuesday’s market action as some sectors pop. 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 focused on the latest developments surrounding the turmoil in the banking sector: In prepared remarks for a speech to the American Bankers Association, Treasury Secretary Janet Yellen said that the government could backstop more deposits if necessary to stop potential contagion. First Republic led regional bank shares higher on news that JPMorgan Chase is advising the company on strategic alternatives including a capital raise. Also in focus: The Fed kicks off its two-day policy meeting, a preview of Nvidia CEO Jensen Huang's keynote speech on AI to the company's developer conference, what the CEO of TikTok said ahead of his Capitol Hill testimony on Thursday, Amazon layoffs, Moody's ups Tesla’s debt from junk status. 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 investors are sifting through all the bank turmoil. 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, Sara Eisen and Mike Santoli covered all of the bases surrounding the turmoil in the banking sector, ahead of Wednesday's Federal Reserve decision on interest rates. UBS agreed to acquire its beleaguered Swiss rival Credit Suisse for about $3.2 billion in stock. Central banks including the Fed and the European Central Bank teamed up to form a joint liquidity operation to ensure smooth funding for the global banking system. Shares of First Republic tumbled to a record low after S&P downgraded the bank deeper into junk status. Despite that news, the market week started with beaten-down regional banks posting gains. Among them: New York Community Bancorp (NYCB), which soared after its Flagstar subsidiary agreed to acquire a significant portion of failed Signature Bank. 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 what they are calling a ‘tricky’ market driven by regional bank volatility. 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, Sara Eisen and Mike Santoli focused on the turmoil engulfing the banking sector: Shares of First Republic and other regional banks extended their losses, despite news that the troubled lender is receiving $30 billion in deposits from eleven U.S. banks. The parent of Silicon Valley Bank filed for Chapter 11 bankruptcy protection. U.S. Deputy Treasury Secretary Wally Adeyemo joined the program with White House reaction to those developments-- and how itplans to quell fears about the stability and safety of the banking system. Also in focus: The worst week for Credit Suisse shares since the 2008financial crisis despite a lifeline from the Swiss National Bank, FedEx shares jump on earnings and guidance,tech as a safe haven with the FANG+ index on track for its best week in a year, UBS’ Art Cashin on banks and the markets. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Cramer’s take on regional bank uncertainty and growing fears of a crisis in the U.S. and Europe. 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 turmoil surrounding the banking sector: Credit Suisse received a $54 billion lifeline from the Swiss National Bank, while First Republic and a number of U.S. regional bank stocks extended steep losses. The European Central Bank increased its key interest rate by 50 basis points and said the "euro area banking sector is resilient." Also in focus: Treasury Secretary Yellen's Capitol Hill testimony, Adobe beats and lifts guidance, Baidu falls on its AI demo, plus the latest on the U.S. threatening to ban TikTok. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

After Tuesday’s relief rally on Wall Street, Carl Quintanilla, Jim Cramer and David Faber reacted to Wednesday's market sell-off as fears about the banking sector resurfaced, just days after the collapse of both Silicon Valley Bank and Signature Bank. Shares of Credit Suisse tumbled by more than 25% to record lows after the bank's largest investor -- Saudi National Bank -- said it could not boost its stake in CS beyond 10% due to regulatory guidelines. European bank shares took a hit on the news, dragging the global markets down with them. What should your investment strategy be when comes to the banks, including the beaten-down regionals? Also in focus: A surprise decline in February wholesale inflation data, monthly retail sales fall, BlackRock CEO Larry Fink weighs in on banks and inflation in his annual letter to shareholders. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Cramer’s take on Credit Suisse’s impact on the markets. 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.

CNBC’s Sara Eisen and Charles Schwab CEO Walter Bettinger discuss the impact of the collapse of Silicon Valley Bank on financials. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Cramer on the latest SVB news and today’s CPI number. 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 key inflation data that helped to boost the markets: The February Consumer Price Index came in as expected at 6% year-over-year -- down from 6.4% in January. The results sparked investor hopes of a smaller rate hike by the Fed next week. As for the fallout from Silicon Valley Bank’s collapse: Regional bank stocks began to rebound after days of massive selling -- and a senior Treasury official told CNBC that the deposits of uninsured depositors in banks across the U.S. are safe. Also in focus: Meta's plan to cut an additional 10,000 jobs -- and what CEO Mark Zuckerberg told his employees about the layoffs. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Cramer on the collapse of SVB and its ripple effect on the markets. 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 wide-ranging discussions about the fallout from the Silicon Valley Bank collapse -- including what's at stake for investorsand how it might affect Fed interest rate policy. Shares of regional banks including First Republic plummeted despite action taken by federal regulators to backstop all depositors in both SVB and crypto-focused Signature Bank, which was shut down by New York State regulators. In remarks from the White House, President Biden insisted the U.S. banking system is "safe."Also in focus: Pfizer"s $43 billion deal to acquire cancer drug maker Seagen. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Cramer on this morning’s jobs report and what it means for treasuries and 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, Jim Cramer and David Faber focused on the two big stories of the morning: The SVB Financial meltdown and the key February jobs report. Sources told David that efforts by the parent of Silicon Valley Bank to raise capital have failed and its attempts to sell itself are in doubt. Shares of the tech-focused lender extended Thursday's rout and dragged regional bank stocks down with them -- including First Republic Bank losing half of its value. Where is the money going after rotating out of the regionals? As for the February jobs report: Employers added a better-than-expected 311,000 non-farm jobs, the unemployment rate ticked up to 3.6%, labor force participation rose and wage growth came in tamer than expected month-over-month. What does it all mean for the Fed? Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Cramer on why the markets are green and his take on Silvergate Capital. 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 explored the markets and the Fed's data dependency ahead of Friday's key February jobs report -- and outlined the risks that should be on your radar. The anchors also discussed Tesla shares posting double-digit losses so far this month -- plus a note from Morgan Stanley analyst Adam Jonas which says Tesla's Cybertruck may be more of a "side-show" to the company's story today. Also in focus: General Electric shares jump on guidance, The U.S. Chamber of Commerce calls for regulation of artificial intelligence, crypto bank Silvergate to shut down, Cramer on the names he says are not your father's cyclicals. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Cramer’s take on what Powell’s testimony on Capitol Hill means for your money. 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 market moves ahead of Federal Reserve Chair Jerome Powell's second day of Capitol Hill testimony on the economy -- this time before the House Financial Services Committee.Stocks sold off on Tuesday after Powell told the Senate Banking Committee that the Fed was prepared to ramp up interest rate hikes to tame inflation. Where should you put your money now? The anchors also reacted to a heated exchange between U.S. Senator Elizabeth Warren (D-Massachusetts) and the Fed Chair. Also in focus: The Jamie Dimon/Cramer flashback on 6% rates, Tesla gets hit with a Wall Street downgrade and an auto safety probe, Nvidia and the AI arms race, Warren Buffett's Berkshire Hathaway buys more Occidental Petroleum shares, Jim gets "fishy." 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 Mike Santoli focused on what's at stake for the markets ahead of Tuesday's big event: Federal Reserve Chair Jerome Powell beginning the first of two days of testimony on the economy before Capitol Hill lawmakers -- starting with the Senate Banking Committee. Wall Street veteran Art Cashin of UBS offered his perspective on the Fed and the markets. Meta's "year of efficiency" in the spotlight: The parent of Facebook reportedly plans to implementanother round of layoffs. Also in focus: The push on Capitol Hill for a U.S. ban of TikTok, shares of Dick's Sporting Goods jump on earnings, Eaton CEO Craig Arnold joined the anchors at Post 9 to discuss the economy, energy and electric vehicle charging as the company celebrated its 100th anniversary of listing at the NYSE. 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 Mike Santoli discussed events which could move the market this week, including Fed Chair Jerome Powell's Capitol Hill testimony on the economy beginning Tuesday -- and Friday's key February jobs report. In the mix: A report from on the ground in Beijing after China announced a cautious 2023 growth target of around 5%. The anchors also reacted to Tesla's latest price cuts in the U.S. involving the Model S and Model X. Also in focus: Goldman Sachs initiates Apple at "Buy”, M&A news including Altria's deal to acquire e-cigarette maker NJOY after exiting its Juul stake, Morgan Stanley's note on a "$6 trillion AI internet opportunity." Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

David Faber, Scott Wapner and Mike Santoli discussed the impact Fedspeak on interest rates is having on the markets - with the 10-year note yield hovering around four percent and the S&P 500 poised to snap a three-week losing streak. Is the stock market appropriately priced? The anchors reacted to quarterly results from the likes of Costco, Nordstrom, Broadcom, Dell and HP Enterprise. Also in focus: Morgan Stanley's case for making Apple its top hardware pick, new data indicating why Tesla shares more popular than ever among individual investors, the CEO whose customers are urging him "to not miss out" on the AI arms race, plus Third Point's Dan Loeb takes a passive stake in AMD. 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 Mike Santoli engaged in wide-ranging discussions about two big names in tech: Shares of Salesforce surged on a quarterly beat, guidance above consensus and a $20 billion stock buyback program in wake of pressure from activist investors. On the flip side, Tesla shares downsharply one day after the automaker's investor day. Elon Musk's "Master Plan 3" presentation was short on details about cars and finances. Also in focus:Ford U.S. auto sales surged in February, quarterly results send shares of Best Buy and Macy's in opposite directions, big tech news on the AI race, plus an update on EU regulators and the Microsoft-Activision deal. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Cramer on a major P&G upgrade and Eli Lilly’s insulin price cut. 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 March, Carl Quintanilla, Jim Cramer and David Faber discussed rising rates and whether the bulls can rebound from a negative February for stocks. The anchors also took a closer look at Tesla and what to expect from Elon Musk Wednesday at the company's investor day. Breaking news from David: Sources tell him that activist investor Elliott Management has nominated a slate of directors to Salesforce's board. Also in focus: The AI race and ChatGPT, market reaction to earnings from retailers including Lowe's and Kohl's, Lilly to slash prices of its insulin drugs, plus new “Fedspeak” on interest rates from Minneapolis Fed President Neel Kashkari. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Cramer’s take on oil demand and what’s next for Meta. 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 last trading day of February, Carl Quintanilla, Jim Cramer and David Faber explored what's ahead for stocks, with the major indices on track for their second negative month in three. Cramer highlighted "market distortions" worthy of your attention. The anchors also discussed Target's quarterly beat, cautious guidance and CEO BrianCornell's comments to CNBC about "stubborn" inflation. On the AI front: BofA is out with its list of top AI picks --and Mark Zuckerberg announced Meta is forming a new product group focusing on generative AI.Goldman Sachs CEO David Solomon told CNBC that anyone who runs a business should prepare for a "bumpy 12 to 24 months."Also in focus: Earnings winners and losers including Zoom, Workday and Norwegian Cruise. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Cramer on a potential buying opportunity for investors. 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 explored markets trying to rebound from the worst week for stocks so far this year. Are investors right to bet on more volatility? The anchors reacted to notes from top strategists: Morgan Stanley's Mike Wilson on what's "critical" for the S&P 500 -- and Goldman Sachs' David Kostin on the stocks that are hedge fund and mutual fund "favorites." Carl and Jim discussed Warren Buffett's letter to Berkshire Hathaway shareholders, including the what the "Oracle of Omaha" wrote about Berkshire's top holdings as well as critics of buybacks ("economic illiterate"). Also in focus: Union Pacific shares rally on news the railroad will replace its CEO in wake of hedge fund pressure, Pfizer reportedly in talks to acquire cancer drug maker Seagen, plus what to expect from a big week of retail earnings including results from Target and Lowe's. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Cramer discusses his interview with Jamie Dimon and gives his take on Wells Fargo. 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 focused on interest rate hike fears and Friday’s market sell-off, sparked by the release ofthe hotter-than-expected January PCE price index -- an inflation gauge preferred by the Fed. The anchors also discussed what investors should make of Cleveland Fed President Loretta Mester's comments to CNBC about higher rates, as well as Jim's interview with JPMorgan Chase CEO Jamie Dimon, who said he believes the Fed might hike rates beyond 6%. Carl and Jimalso explored Warner Bros. Discovery's Q4 revenue miss, softer ad sales, streaming losses and subscriber gains. Also in focus: The DOJ reportedly preparing an antitrust lawsuit to block the $20 billion Adobe-Figma Deal, Boeing halts Dreamliner deliveries, shares of Carvana and Live Nation slump, plus the market's bright spots. 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 Nvidia shares leading the tech sector rally.The chipmaker posted better-than-expected quarterly results and issued upbeat guidance as it ramps up its artificial intelligence strategy. What does it all mean for companies betting on AI? The anchors also reacted to Elon Musk's commentsabout Tesla's new engineering headquarters in California as he does business in both the "golden state" and Texas.Also in focus: Jim previews his interview with JPMorgan Chase CEO Jamie Dimon, Lucid tumbles, FTX founderSam Bankman-Fried gets hit with a superseding indictment, woes for pizza stocks, and Dan Loeb's Third Point launches a proxy battle vs. Bath and Body Works Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Cramer gives his thoughts on the current high interest rate environment and the resurgence of recession resistance 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, Jim Cramer and David Faber engaged in wide-ranging discussions about what's next for the markets after Tuesday's sell-off, which resulted in the worst day for stocks so far this year. Cramer outlined six things that musthappen before he can declare an end to the sell-off. The anchors also reacted to pre-market comments that St. Louis Federal Reserve President James Bullard made to CNBC about rate hikes, inflation and the markets overpricing the chances of a recession.Also in focus: Intel slashes its quarterly dividend by 66%, Baidu doubles profits and ramps up its AI bot strategy, Regulators in Beijing reportedly told Chinese tech giants not to offer ChatGPT services, Palo Alto Networks surges on earnings, plus what to expect from Nvidia's quarterly results after the close of Wednesday's trading. 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 a major reason for the current market weakness and a recent number that is causing concern. 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, Jim Cramer and David Faber kicked off the holiday-shortened week with a rough start for shares of Walmart and Home Depot, each falling on guidance that disappointed Wall Street and overshadowedsome of their quarterly results. Worries about the path of Fed rate hikes also weighing on the markets. The anchorsreacted to comments from Morgan Stanley Chief U.S. Equity Strategist Mike Wilson, who told CNBC weare in the midst of an earnings recession. Also in focus: Winners and losers, President Biden in Polandone day after his surprise visit to Ukraine, Norfolk Southern facing criticism over the Ohiotrain derailment, a "Faber Report" on what's driving Credit Suisse shares lower. 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 Mike Santoli discussed market jitters as rising yields, hawkish Fedspeak and Thursday's hotter-than-expected wholesale inflation data spark worries about future interest rate increases. The anchors reacted to Goldman Sachs and Bank of America each expecting three additional hikes from the Fed before the end of 2023. On the earnings front: Deere doubled quarterly profits and raised guidance, while DoorDash beat on the top line -- helped by a jump in deliveries -- and issued sales guidance mostly above Wall Street forecasts. Also in focus: What record high credit card user debt and rising delinquencies could mean for companies including American Express, Visa and Mastercard. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

As unidentified objects flying over the United States continue to capture the nation’s attention, Morgan dives into the technology behind the stratospheric data-gathering devices with World View CEO Ryan Hartman. Known for their high-altitude balloons, Hartman and Morgan discuss the company’s capabilities, their potential use in the defense sector and the company’s plans to go public later this year. 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, David Faber and Mike Santoli focused on the inflation/Fedspeak double whammy for stocks: The January Producer Price Index came in hotter than expected, followed by Cleveland Fed President Loretta Mester saying she saw a "compelling case" for a 50 basis point rate hike earlier this month. Cisco CEO Chuck Robbins joined the program to discuss the company's better-than-expected quarterly results, raised guidance and his take on artificial intelligence. The anchors discussed the streaming landscape: Paramount Global down sharply after posting a quarterly miss, while Roku shares surged on growth in new users. Also in focus: Bitcoin hits a six-month high, Berkshire Hathaway Vice Chairman Charlie Munger on the "horror" of crypto, Shopify tumbles and Twilio soars. 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 Mike Santoli led off the show with Tesla extending its 2023rally -- the stock up more than 70% year-to-date. They reacted to news involving Elon Musk: The White House said he agreed to open thousands of Tesla charging stations to rival electric vehicles by the end of 2024 -- and Musk said that he hopes to hire someone to succeed him as TwitterCEO by the end of 2023. Former Fed Vice Chair Alan Blinder joined the program to discuss President Biden choosing Fed Vice Chair Lael Brainard to head his National Economic Council -- and how her departure from the Fed could affect the central's bank's monetary policy aimed at battling inflation. Also in focus: Earnings winners and losers including Airbnb, whose shares surged on upbeat guidance, cost cuts and the company's first-ever annual profit. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

With inflation in the spotlight, Carl Quintanilla, David Faber and Mike Santoli explored what to make of the January Consumer Price Index cooling year-over-year for a seventh consecutive month, the six-month Treasury bill spiking above 5% and what it all means for the markets and the Fed. The anchors reacted to Goldman Sachs CEO David Solomon's comments to a Credit Suisse forum: He described inflation as"sticky." Marriott International CEO Tony Capuano joined the program to discuss the hotel giant's quarterly results and outlookas it sees strong travel demand. Also in focus: Ford cuts 3,800 jobs in Europe as it pivots to electric vehicle production, Tesla changes prices on certain U.S. models and Palantir posts its first-ever quarterly profit. 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 Mike Santoli explored the moves in tech: Microsoft returning to a $2 trillion valuation in the midst of its artificial intelligence battle with Google parent Alphabet, while Apple shares have jumped by more than 16% so far this year. The anchors focused on the markets and inflation ahead of Tuesday's CPI data. They also discussed all things Super Bowl, from the Chiefs' victory and Rihanna's Apple-sponsored halftime show -- to the commercials and a big night for sports betting. 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's next for Disney after Thursday's blockbuster show featuring Disney CEO Bob Iger and billionaire activist investor Nelson Peltz. The anchors also reacted to shares of Lyft plunging on the company's quarterly miss and weak guidance in wake of a pricing war with Uber. Also in focus: A rough week for shares of Google parent Alphabet as it battles Microsoft over artificial intelligence, PayPal's CEO announced he intends to retire at the end of 2023, crude oil riseson Russia's plans to cut output, Spotify jumps on activist's stake, plus a special guest ahead of Super Bowl Sunday. 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 Disney shares up sharply after the company announced a restructuring, including plans to cut about 7,000 jobs and $5.5 billion in costs. In an exclusive, David interviewed Disney CEO Bob Iger. They discussed Iger's transformation strategy and his return to the company as CEO, streaming subscriber losses and the proxy battle with activist investor Nelson Peltz. Following the Iger interview, Peltz called into the program and said "the proxy fight is over." Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.