Jim Cramer and Jeff Marks discuss the earnings from this chipmaker. They also discuss Cramer’s conversation with this home retailer’s CEO. 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....
Mar 21, 2025•4 min
Sara Eisen and Michael Santoli broke down the latest for stocks on a busy morning of earnings and Fed commentary – NY Fed President Williams saying there’s clear signs that short term inflation expectations are going higher… While Chicago Fed President Goolsbee calls it ‘transitory’. Trivariate’s Adam Parker joined the team to talk top picks (Healthcare) and sectors to avoid (Consumer Discretionary). Plus, why UBS thinks it’s time to buy the homebuilders despite a murky rate picture. Also in foc...
Mar 21, 2025•42 min
Sara Eisen and Jim Cramer broke down the big drop in shares of Nike and FedEx following their respective quarterly results. Both CEOs warned about a slowing economy on their conference calls, with the FedEx CEO citing an “uncertain demand environment.” The show also hit shares of Tesla on pace for its 9th straight week of losses. During an all-hands employee meeting yesterday, CEO Elon Musk tried to reassure his employees to “hold onto your stock.” Also in the mix; Jim Cramer hit Lennar for his ...
Mar 21, 2025•46 min
Another pause from the Fed when it comes to rates – alongside fresh commentary from Chair Jerome Powell: David Faber, Sara Eisen, and Michael Santoli discussed the latest for stocks top of the hour, including the Fed’s new economic projections around inflation and GDP. Plus, Stifel’s Chief Equity Strategist broke down what he’s calling a temporary “Relief Rally” for markets – ahead of a possible slowdown into year-end – and Accenture CEO Julie Sweet talked enterprise demand for AI after new quar...
Mar 20, 2025•43 min
Jim Cramer and Jeff Marks discuss their takeaways from this semiconductor latest event. They also discuss why this home retail stock could be a buy. 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 adverti...
Mar 20, 2025•4 min
David Faber and Jim Cramer looked at the market reaction a day after the Fed held rates steady as expected. At his post-meeting news conference, Chair Powell said the current outlook is that any price jumps from tariffs likely will be short-lived. The desk also discussed the deal of the morning with QXO signing a deal for Beacon Roofing Supply. After the opening bells, the anchors looked at some of the day’s biggest movers, including the big drop in Accenture shares following the company’s lates...
Mar 20, 2025•43 min
A huge interview this hour – Nvidia CEO Jensen Huang alongside Jim Cramer. David Faber, Sara Eisen, and Michael Santoli broke down the latest for the stock ahead of the action with an analyst from Piper Sandler, before Jensen and Jim dove into a wide-ranging deep-dive: covering everything from AI demand to new robotics technology. Afterwards, AI expert and CSIS Director of the Wadhwani AI Center Gregory Allen discussed key headlines – and why China still remains a risk here. Also in focus: the F...
Mar 19, 2025•52 min
David Faber and Jim Cramer began the hour by breaking down the big takeaways from Nvidia’s 2025 GTC Event, including CEO Jensen Huang saying AI is at an “inflection point.” The anchors also discussed President Trump’s decision to fire 2 democratic commissioners at the FTC; both commissioners said that they were “illegally fired.” Faber and Cramer also looked ahead to the Fed decision on deck as well as the group’s thinking on the path for rates. Squawk on the Street Disclaimer Hosted by Simpleca...
Mar 19, 2025•42 min
Stocks kicking off the morning in the red – David Faber, Michael Santoli, and Sara Eisen broke down the latest on the Fed front and where rates could be headed tomorrow. Why T. Rowe Price CIO Sébastien Page says to bet on international equities here over the SPX – plus, what Citi Wealth’s CIO is telling clients amid the volatility (“Do not buy the dip”). The team also discussed results of CNBC’s latest Fed Survey, as the street’s biggest investors and leaders say stocks are ‘overpriced’ here – t...
Mar 18, 2025•43 min
Jim and Jeff discuss the news that Google has agreed to buy Wiz for $32 billion. 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....
Mar 18, 2025•4 min
David Faber and Jim Cramer started the show by looking ahead to Nvidia’s big AI message, with CEO Jensen Huang set to deliver his keynote address later today. The anchors then shifted to the big deal of the morning; Google-parent Alphabet acquired cybersecurity company Wiz for $32 billion, the company’s largest acquisition ever. The desk also looked ahead to Fed Chair Powell’s decision on rates, as the Fed kicks off the first day of its 2-day meeting. Squawk on the Street Disclaimer Hosted by Si...
Mar 18, 2025•43 min
Fresh data top of the hour, with homebuilder sentiment hitting 7-month lows - David Faber, Sara Eisen, and Michael Santoli broke down the latest for stocks as the markets look ahead to a Fed Meeting and Nvidia's blockbuster 'GTC Developers Conference' this week. Why Melius research is bullish ahead of CEO Jensen Huang's keynote, this hour - and a breakdown of what it means for the stock, based on past experience. Also in focus: the latest retail trading trends with Interactive Broker's Thomas Pe...
Mar 17, 2025•42 min
Cramer says this semiconductor stock is pedestrian and needs to return to greatness. 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....
Mar 17, 2025•3 min
David Faber and Jim Cramer began the show by looking at the busy week ahead for Cramer out on the west coast for Nvidia’s big GTC event. The desk then turned to the market volatility, with the S&P and Nasdaq both posting their 4th straight week of losses. Over the weekend, Treasury Secretary Bessent spoke to NBC’s “Meet the Press” and called these market corrections “healthy.” The desk also hit this morning’s retail sales data, which increased 0.2% on the month, better than the downwardly re...
Mar 17, 2025•43 min
Consumer Sentiment data coming in at its lowest levels since 2022 top of the hour… Carl Quintanilla, Melissa Lee, and Michael Santoli broke down the latest as the S&P and Nasdaq look to close out another tough week. Why Richard Bernstein’s Deputy CIO says to avoid tech here – and that there’s a slowdown ahead. Plus, a deep dive on what to do with Apple shares, as they close out their worst weekly performance since 2020. Tesla also seeing historic declines – shares adding to their longest wee...
Mar 14, 2025•44 min
Carl Quintanilla and Jim Cramer wrapped up another volatile week for stocks, with the S&P 500 entering Friday's trading session in correction territory. How should investors navigate this market environment? Tariffs in the spotlight along with a major vote in the Senate: Passage of a House funding bill would avert a government shutdown. The anchors discussed Apple shares on track for their worst week in five years. Jim and Carl celebrated the 20th anniversary of Cramer’s CNBC "Mad Money" pro...
Mar 14, 2025•43 min
Sara Eisen spoke with U.S. Treasury Secretary Scott Bessent in a wide-ranging interview, discussing everything from the market volatility, the impact of tariffs and the threat of a government shutdown. When asked about the recent drop in stocks, Sec. Bessent said he’s not concerned about “a little” market volatility. Also in the mix; Intel named a new CEO and Adobe shares dropped despite an earnings beat. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.c...
Mar 13, 2025•50 min
Carl Quintanilla and Jim Cramer explored market reaction to inflation data which saw a surprise decline in the February PPI core rate. The anchors discussed President Trump’s threat to slap the European Union with a retaliatory 200% tariff on the bloc's alcoholic beverages. Shares of Intel surged after chip industry veteran Lip-Bu Tan was named its CEO. Can he turn the chipmaker around? Also in focus: What FTC Chair Andrew Ferguson told CNBC about regulating big tech, Adobe falls despite a Q1 be...
Mar 13, 2025•42 min
Fresh trade developments top of the hour: Canada promising to impose 25% reciprocal tariffs on over $20B in U.S. Imports… Carl Quintanilla, Leslie Picker, and Michael Santoli broke down the latest on another volatile morning for stocks. What it means for the automakers with former Ford CEO Mark Fields – and a deep dive on the impact for Canada with the CEO of the country’s 2nd largest steelmaker: Algoma, as they pause shipments to the U.S. Also in focus: exclusive comments from Bridgewater’s Ray...
Mar 12, 2025•41 min
After two straight days of losses on Wall Street, Carl Quintanilla and Jim Cramer led off the show with market reaction to tamer-than-expected February CPI -- and what tariffs could mean for inflation. The anchors also weighed in on chip stocks leading a tech sector rebound. At CNBC's Converge conference in Singapore, David Faber interviewed Alibaba Chairman Joe Tsai about tariffs, China's President Xi and the Chinese consumer. Cleveland-Cliffs CEO Lourenco Goncalves joined Jim and Carl at Post ...
Mar 12, 2025•42 min
Carl Quintanilla, Leslie Picker, and Michael Santoli discussed the latest for stocks – as new Jobs data (JOLTS) crossed the tape alongside a fresh announcement from Trump on tariffs: promising to raise all charges on Canadian Steel and Aluminum to 50% from 25%. What it means for the automakers, packaged food companies, and the broader markets. Plus, Fundstrat’s Tom Lee broke down why he thinks stocks are massively oversold here, and Citi’s Head of Commodities Research gave his take on the tariff...
Mar 11, 2025•43 min
Jim and Jeff discuss why they’re watching this semiconductor stock. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake CNBC Investing Club Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising....
Mar 11, 2025•4 min
Carl Quintanilla and Jim Cramer explored the markets struggling to recover from Monday's sell-off, which resulted in the worst daily performance for the Nasdaq since 2022. Jim explained why he believes the moniker for the stocks known as the "Magnificent 7" should be ditched. Cramer also outlined "three keys to this market" and how investors should navigate this environment. Also in focus: Oracle misses, Southwest a bright spot on a rough day for airline stocks, Morgan Stanley's Adam Jonas calls...
Mar 11, 2025•42 min
Another morning of stocks under pressure – after the S&P and NASDAQ’s worst week of 2025 so far. Carl Quintanilla, Leslie Picker, and Michael Santoli broke down the latest with BMO’s Chief Investment Strategist: who says don’t let your feelings take control here. He still expects 10% gains on the S&P this year. A key part of the weakness? Big tech names selling off. Tesla now the worst performing stock on the S&P 500 YTD, and coming off its worst weekly losing streak EVER – why Baird...
Mar 10, 2025•44 min
After the worst week for the S&P 500 since September, Carl Quintanilla and Jim Cramer covered all of the bases as stocks began Monday in sell-off mode. Equities under pressure on recession fears and tariff battles in wake of comments by President Trump and Commerce Secretary Lutnick. Hear Jim's strategy for investing in this market environment -- including when it comes to the "Magnificent 7." Also in focus: China's retaliatory tariffs go into effect against the U.S., former central banker M...
Mar 10, 2025•43 min
Cramer says ‘pounce’ on this beaten-down semiconductor stock. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake CNBC Investing Club Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising....
Mar 07, 2025•4 min
Jobs coming in weaker-than-expected in February, plus fresh tariff headlines this morning -Carl Quintanilla, Sara Eisen, and David Faber broke down the latest for stocks top of the hour before a wide-ranging interview with White House Senior Counselor for Trade and Manufacturing Peter Navarro. Plus – Goldman’s Chief Economist discussed what’s next for the economy and the Fed here. Also in focus: Tesla’s longest streak of weekly declines * ever * - why Wedbush is adding it to their Top Picks List...
Mar 07, 2025•50 min
Wrapping up a volatile week for stocks, Carl Quintanilla, Jim Cramer and David Faber explored market reaction to the February jobs report. The anchors also discussed what Treasury Secretary Scott Bessent told CNBC about a "detox period" for a market and economy he said are "hooked" on public spending. The AI trade: Broadcom shares jump on earnings and guidance in midst of a rough week for the chip sector. Also in focus: Costco slides and Gap soars on earnings, Tesla poised for an "unlucky 7," bi...
Mar 07, 2025•43 min
A huge interview top of the hour: Commerce Secretary Howard Lutnick. Carl Quintanilla, Sara Eisen, and David Faber broke down the latest with him when it comes to tariffs, jobs, and more in a wide-ranging interview. Plus - new overnight: tariffs on certain automakers getting delayed - how to play the stocks according to Barclays - and more on how DOGE might impact Friday's Jobs Report. Also in focus: the health of the consumer. The team discussed new retail reports of the morning (Macy's, BJ's W...
Mar 06, 2025•49 min
Jim and Jeff discuss this cybersecurity firm and why they’re bullish on this restaurant 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....
Mar 06, 2025•4 min
