Squawk on the Street

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.