Squawk on the Street

Brian Niccol, CEO of Starbucks, shares his vision for revitalizing the brand while addressing recent earnings challenges. Peter Navarro, White House Senior Trade Advisor, dives into the current state of trade talks amidst economic uncertainty following a negative GDP report. They discuss the implications of recent market shifts, the impact of technology in the restaurant sector, and Starbucks’ efforts to enhance customer experiences. The conversation also highlights the complexities of U.S. trade strategies as the nation navigates potential changes with key international partners.

Jim and Jeff discuss the China tariff’s impact on this Big Tech 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 Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

James Quincey, CEO of Coca-Cola, shares insights on the company's impressive earnings and its adaptive strategies amid economic shifts and consumer behavior trends. Megan Casella, a White House reporter, provides updates on crucial tariff discussions impacting the auto industry. Together, they delve into the implications of tariff changes, the evolving landscape for automakers, and the overall market dynamics. The conversation also highlights how consumer demand and corporate strategies are intertwined during this critical economic period.

Bob Bassani, a seasoned stocks correspondent, shares expert insights on the markets' response to recent earnings reports from giants like General Motors and Coca-Cola. He also discusses the complexities of trade negotiations and their impact on the auto industry amidst tariff-related uncertainties. The conversation highlights the legacy of financial media, celebrating two decades of 'Mad Money' while addressing emerging technology trends. Bassani delves into the competitive dynamics between the U.S. and China in robotics and energy, revealing significant implications for the markets.

The podcast dives into Nvidia's struggles with tariffs and inventory issues, while examining the broader market's resilience. Discussing energy, it covers investment strategies in the turbine market amid geopolitical tensions. The conversation shifts to Europe's electrification trends and the urgent need for reliable energy sources, highlighting Germany's nuclear energy initiatives. Plus, listeners get insights into becoming more engaged with the investing community.

Stefan Selig, founder of Bridge Park Advisors and former commerce undersecretary, shares insights on the shifting tech landscape and trade tensions. He dives into Huawei's competition with Nvidia, showcasing the rise of homegrown AI chips amidst U.S.-China sanctions. The discussion touches on the evolving concerns over tariffs, particularly their impact on small businesses like toy manufacturers. Additionally, Selig explores how the housing market is bracing for a challenging spring selling season amid economic uncertainty.

David Faber and Jim Cramer explored what investors should expect as we enter the busiest week of earnings season, including results from tech giants Apple, Amazon, Meta and Microsoft. The anchors also drilled down on the impact of tariffs: Treasury Secretary Scott Bessent told CNBC that "it's up to China to de-escalate" trade tensions. Also in focus: Senate Democrats slam Elon Musk, Jim and David discuss 20 years of "Mad Money" ahead of a CNBC special which airs Tuesday night. 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.

Megan Casella, a seasoned reporter specializing in trade and White House insights, joins the conversation to unpack President Trump's latest comments on tariffs and their potential impact on the market. The discussion dives into Alphabet's robust earnings that signal resilience in the tech sector, alongside a closer look at consumer trends like the rise of private label products. The complexities of trade talks with China and Japan add layers of uncertainty, while insights into T-Mobile's stock struggles highlight shifting consumer behaviors amidst economic challenges.

With stocks in the midst of a three-day win streak, Carl Quintanilla, Jim Cramer and David Faber discussed the trade war and contradictory headlines on U.S.-China discussions. President Trump said he spoke with President Xi numerous times, but Beijing is refuting that comment when it comes to tariff negotiations. The anchors also reacted to tech earnings: Alphabet shares surged on a Q1 beat while Intel shares slumped on weak guidance. Hear what the chipmaker's new CEO Lip-Bu Tan said about his turnaround plan for the company.   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.

A deep dive into Bristol Myers' latest quarterly performance reveals successful revenue and earnings, highlighting the significance of new drug developments. The discussion also clears up trial myths about schizophrenia treatment. Confidence levels in various corporations are analyzed, showcasing contrasts with companies like GE Healthcare and Constellation Brands. Listeners are urged to stay cautious about investment risks while remaining optimistic about potential positive developments.