Squawk on the Street

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.