Squawk on the Street

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 weekly losing streak ever – more on the company’s new tariff warning for the White House. And the latest for Consumer Discretionary stocks – as the sector looks for its worst week since 2023 – and the street works through a chorus of consumer warnings. Also in focus: President Trump taking aim at the CFPB – one with the regulator’s former head, Rohit Chopra; Why money is flowing into utilities; and breaking down the potential impact of Trump’s promised 200% tariffs on certain European spirits. Squawk on the Street Disclaimer

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" program. Also in focus: Nvidia gears up for next week's GTC conference, Tesla on retaliatory tariffs, Elon Musk reposts a message on X about Hitler, Ulta Beauty jumps on an earnings beat. Squawk on the Street Disclaimer

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

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 beat, the signals retail earnings are sending investors about consumer behavior, Democrats blast Elon Musk in campaign ads. Squawk on the Street Disclaimer

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 Dalio and Salesforce’s Marc Benioff on the recent market unwind. Plus: this morning’s inflation print (CPI) coming in better than expected – what it means for the Fed and markets, as recession fears grow – and to end the hour, a look at how 3D-printing could solve the housing shortage. Squawk on the Street Disclaimer

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 9 to discuss President Trump's steel tariffs going into effect. Also in focus: Goldman Sachs lowers its S&P 500 target, Morgan Stanley cuts its Apple price target, President Trump defends Elon Musk and touts Tesla cars. Squawk on the Street Disclaimer

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 tariffs news. Additionally, the team talked big tech and what to do with stocks like Meta and Nvidia here - with one portfolio manager who oversees more than $9 billion in funds. Also in focus – the odds of a recession, what elections have to do with it, and how small businesses are viewing the economy; Bitcoin tries to hold on above $80K; Oracle slumps on disappointing guidance and numbers Squawk on the Street Disclaimer

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

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 the Tesla stock slide a buying opportunity, flashback to Jim's NYSE interview with Donald Trump (then president-elect) on the importance of the markets. Squawk on the Street Disclaimer

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 still calls it a buy here. Plus: a look at Elon Musk’s growing empire in China – and the latest on Apple, as the company delays AI enhancements for Siri… Are fears overblown at these levels? Also in focus: the CEO of Constellation Energy, talking the future of alternative energy at CERAWEEK; Why Novo’s new trial data is sending shares slumping; Bitcoin falls below $80k; and how to trade China stocks here, as the country’s retaliatory tariffs on U.S. Agricultural imports begins Squawk on the Street Disclaimer

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 Mark Carney to become Canada's prime minister, Novo Nordisk slumps on obesity drug trial results, the "Tesla tumble" rolls on, remembering the "Haines Bottom" 16 years later. Squawk on the Street Disclaimer

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

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; retail earnings out of Costco and Gap sending shares in opposite directions; and the President of the National Urban League talks DEI rollbacks Squawk on the Street Disclaimer

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," bitcoin strategic reserve, Faber Report: Walgreens to go public. Squawk on the Street Disclaimer

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 Wholesale, and more) with one guest who says the industry has tackled the threat of tariffs before. Squawk on the Street Disclaimer

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

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

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

Cramer says this financial services stock is an ‘extraordinary opportunity’. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake CNBC Investing Club Disclaimer

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