Squawk on the Street

Carl Quintanilla and Jim Cramer explored what's next for the markets, with the S&P 500 and Nasdaq each on track for a second consecutive week of gains. The anchors discussed Bank of America's bullish note on the chip sector and what it calls the "MANGO" stocks. Which one does Cramer like most? The U.S. and European Union strike a natural gas deal in an effort to reduce EU dependence on Russian energy. Jim outlines the natural gas stocks to buy right now. Also in focus: Apple aims for a nine-session win streak and the EU agrees on new rules to rein in big tech's dominance, cannabis stocks surge on hopes that Congress will pass a bill to legalize marijuana, Bed Bath and Beyond's settlement with billionaire investor and GameStop Chairman Ryan Cohen, one Wall Street firm’s 50 basis point rate hike call, and how to profit from the metaverse. 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 discussed market volatility as President Biden met with G-7 and EU leaders at the NATO summit in Brussels. The U.S. announced a new round of sanctions on top Russian elites, officials and corporations. The anchors reacted to Blackrock CEO Larry Fink and Oaktree Co-Founder Howard Marks each warning of an end to globalization. Airline CEOs sent a letter to President Biden urging the White House to end pre-departure COVID testing and scrap the mask mandate for air travel. Also in focus: Nikola shares surge after the EV startup confirmed it started production of its battery-electric trucks, Uber agrees to list New York City taxis on its app, and whether to get in on big tech stocks' rebound. 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 focused on market volatility in wake of the the Russia-Ukraine conflict, as President Biden heads to Brussels for meetings with allies and NATO leaders to make the case for more aggressive sanctions against Russia. Chip industry CEOs including Intel and Micron head to Capitol Hill to testify before a Senate panel, as they seek subsidies to boost semiconductor production in the U.S. "Meme Stock Madness" back in the spotlight: GameStop extended its rally after chairman Ryan Cohen disclosed that he increased his stake in the company to 11.9%. Since mid-March, GameStop has soared more than 70% with AMC up 40%. Adobe CEO Shantanu Narayen joined the program to discuss his company's results, the outlook that weighed on the stock and halting sales in Russia. Also in focus: Jamie Dimon’s “Marshall Plan.” 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 explored why stocks have rebounded from Monday's decline, which was sparked by Fed Chair Jerome Powell saying he would not rule out larger interest rate hikes in order to combat inflation. The anchors also discussed Nike's better-than-expected quarterly results: The stock topped the list of Tuesday's gainers on the Dow and S&P 500. Alibaba also joined the rally and lifted beaten-down China stocks after announcing it would boost its stock buyback program to a record $25 billion. Also in focus: Carnival's wider-than-expected loss, Tesla opens its German "Gigafactory," Disney's staffing challenges, the Boeing jet crash in China, and Cramer on the retail shopping rebound. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

As the annual Satellite 2022 conference kicks off in Washington D.C., the war in Ukraine is shedding light on the critical nature of space infrastructure. Morgan speaks with Mark Dankberg, Executive Chairman of Viasat to discuss the hack on his company’s services, how companies fortify satellite operations and overall outlook for competition in the space. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

After the best week for stocks since November 2020, Carl Quintanilla and Jim Cramer discussed navigating market volatility in wake of higher oil prices and the Russia-Ukraine conflict. Boeing drags the Dow lower after a 737-800 jet crashes in southern China with 132 passengers and crew on board. M&A also in the spotlight: Warren Buffett's Berkshire Hathaway agrees to acquire insurer Alleghany for $11.6 billion -- and shares of Anaplan soar after the software maker agrees to be taken private by Thoma Bravo in a $10.7 billion deal. Also in focus: Atlanta Fed President Raphael Bostic says he expects a total of six rate hikes in 2022, General Motors buys Softbank's stake in GM's autonomous car unit, and why Cramer says "the oil stocks are terrific." Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

CNBC’s Jim Cramer and the ‘Squawk on the Street’ team discuss shares of FedEx after the company released its fourth quarter earnings report. General Electric CEO Larry Culp has agreed to reduce his annual compensation by $10 million in 2022. Chris Kemp, Astra co-founder and CEO, discusses the company’s second orbital satellite launch, how Astra will operate the rest of the year and how he sees commercial demand for satellites going forward. Jill Gunter, Espresso Systems co-founder, discusses recent cryptocurrency prices, if there’s downside to crypto’s latest rally and what potential regulations could be coming to the cryptocurrency space. Plus, Vincent Deluard, STONEx global macro strategy director, discusses how he sees the war in Ukraine evolving, why U.S. stock valuations could drop 60% due to the war and inflation, and whether the bond market is correctly priced. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

The morning after stocks rallied on the first Fed interest rate hike since 2018, Jim Cramer and David Faber reacted to comments by Fed Chair Jerome Powell about the probability of a recession. Jim explained why Powell should stop holding post-Fed decision news conferences. The anchors also discussed WTI Crude surging back above $100 per barrel after the International Energy Agency warned oil markets could face "the biggest supply crisis in decades” in wake of the Russia-Ukraine conflict. Also in focus: Chinese ADRs such as Alibaba pull back one day after soaring, "Bond King" Jeffrey Gundlach's eye-opening comments about the Nasdaq, Warren Buffett's Berkshire Hathaway increases its stake in Occidental Petroleum, Berkshire's "A" shares surpass the $500,000 mark, how to handle the recent weakness in high-multiple stocks, and "SPAC-ulation" intensifies. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jim Cramer and David Faber led off the show with a look at the markets, followed by a history-making virtual speech to Congress by Ukrainian President Volodymyr Zelenskyy, who urged the U.S. to provide more military aid as Russia intensifies its attacks on his country. Jim and David also delved into the big news out of Starbucks: CEO Kevin Johnson is set to retire in April and founder Howard Schultz has been named interim CEO until the company selects a new leader. The anchors weighed in on Johnson's tenure and Starbucks' transition plan. Also in focus: Why Chinese tech stocks including Alibaba soared and recouped most of their big losses over the past week, and investors awaiting a key interest rate decision by the Fed. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Palantir specializes in gathering data, analyzing it, and offering A.I. based solutions to government agencies and commercial companies for some of the most complex problems in the world. The software company has expanded its services to the space sector as more companies look to parse through the data captured by commercial satellites. Morgan discusses Palantir's space capabilities with Lead Product Manager on GeoSpatial Products Katie Ward and Head of Engineering for R&D Anand Gupta. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.