Squawk on the Street

Entering a new month after a positive January for stocks, Carl Quintanilla, Jim Cramer and David Faber explored what's ahead for the markets after Wednesday's sell-off -- sparked by Fed Chair Jerome Powell saying that a March interest rate cut is unlikely. The anchors also discussed what to expect from Apple, Amazon and Meta when they report earnings after Thursday's close of trading. Also in focus: Mark Zuckerberg apologizes to families at Wednesday's Senate online child safety hearing, Etsy soars after naming an Elliott partner to its board, earnings winners and losers, New York Community Bank tumbles further, Elon Musk's threat to move Tesla's state of incorporation to Texas from Delaware. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla and Jim Cramer discussed Alphabet and Microsoft dragging the tech sector lower, despite both companies beating on quarterly results. Were Wall Street's guidance expectations too lofty? Boeing CEO Dave Calhoun joined the program to talk about the jet maker's narrower Q4 loss -- and decision to suspend guidance in wake of its 737 MAX-9 problems. AMD CEO Lisa Su offered her take on the chipmaker's Q4 results, AI strategy and sales forecast that weighed on the stock. Also in focus: A Delaware judge strikes down Elon Musk's $56 billion Tesla pay package, Fed decision day, Starbucks' earnings rally, Byron Allen's offer to acquire Paramount Global, Walmart's 3-for-1 stock split, social media CEOs head to Capitol Hill. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Citadel CEO Ken Griffin spoke with CNBC’s Leslie Picker at the MFA Network event in Miami about the implications of a rupture in supply chains from Taiwan, America’s competitiveness with China, and how Griffin suggests policy should change around electric vehicles. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla and Jim Cramer led off the show with news out of UPS: The company announced plansto cut 12,000 jobs after it issued a weaker-than-expected 2024  revenue outlook. A different story for GeneralMotors: The stock surged on the automaker's Q4 earnings beat and guidance, which includes a "profit positive" picture for its U.S. EV portfolio. Also in focus: Apple Vision Pro reviews are out, earnings winners and losers, Elon Musk’s Neuralink and its brain chip implant, Jim highlights a stock that's up 660% from a year ago as it rides the AI wave. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla and Jim Cramer explored what investors can expect from a busy earnings week, with five of the "Magnificent 7" mega-cap tech companies scheduled to report results. Four-time Super Bowl champion Rob Gronkowski joined the anchors at Post 9, after FanDuel parent Flutter Entertainment rang the opening bell to mark its NYSE debut. They discussed sports betting, the NFL, Super Bowl predictions and Gronk's role as a FanDuel ambassador. Also in focus: Amazon-iRobot acquisition deal scrapped, Chinese real estate giant Evergrande ordered to liquidate. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, Jim Cramer and David Faber drilled down heavily on tech: Intel tumbles and dragsthe chip sector lower after issuing disappointing sales guidance. Record closing highs for Microsoft, Alphabet and Meta. Cramer said it's time to boot Tesla from the Magnificent 7 after the stock's worst daily performance since 2020 and poor 2024 start. Also in focus: Market reaction to Core PCE data ahead of next week's Fed meeting, American Express surges while Visa falls, JetBlue warns its merger deal with Spirit Airlines may be terminated, layoffs at Salesforce, Levi Strauss and Paramount. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jim and Jeff discuss the GDP report showing strong growth and slowing inflation. Plus, Jim says Nvidia is ‘touched by an angel’. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake CNBC Investing Club Disclaimer Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, Jim Cramer and David Faber discussed Tesla shares taking a hit after the EV maker posted weaker-than-expected Q4 results and said it sees "notably lower" growth in 2024. The anchors reacted to what CEO Elon Musk said on Tesla's earnings. A CEO doubleheader on the show: Southwest’s Bob Jordan on earnings and MAX delivery plans in wake of Boeing's recent problems – and ServiceNow's Bill McDermott on his company's quarterly beat and riding the AI wave with shares at all-time highs. Also in focus: The first reading of Q4 GDP beats expectations with 3.3% growth, Humana tumbles again and drags its health insurance rivals lower, IBM and Comcast surge on earnings, the chip sector rally rolls on. Disclosure: Comcast is the parent of NBCUniversal, of which CNBC is a unit.  Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, Jim Cramer and David Faber led off the show with Netflix's big rally. Shares surged after the streaming service reported 13.1 million new subscribers in Q4, handily beating forecasts. The anchors also discussed what Dwayne "The Rock" Johnson and TKO CEO Ari Emanuel told them Tuesday at Post 9  about Netflix streaming WWE Raw beginning in 2025. Also in focus: Netflix and the chip sector boost the S&P 500 to fresh record highs, what to expect from Tesla's after-the-bell earnings, AT&T slumps on guidance, layoffs at eBay and SAP, Alaska Air CEO slams Boeing. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Discussion on Procter & Gamble's mixed quarterly earnings and revenue. Analysis of the company's financial performance and the trade-up trend. Importance of the CEO position and negative outlook of the previous CEO. CNBC Investing Club with exclusive warning meetings for members and discounted fashion items.