Squawk on the Street

A huge interview this hour – Nvidia CEO Jensen Huang alongside Jim Cramer. David Faber, Sara Eisen, and Michael Santoli broke down the latest for the stock ahead of the action with an analyst from Piper Sandler, before Jensen and Jim dove into a wide-ranging deep-dive: covering everything from AI demand to new robotics technology. Afterwards, AI expert and CSIS Director of the Wadhwani AI Center Gregory Allen discussed key headlines – and why China still remains a risk here. Also in focus: the Fed on deck – with a rate decision, new economic forecasts, and Chair Powell’s news conference coming this afternoon. Plus – President Trump making headlines after firing both Democrat commissioners at the FTC: and one of them joined the team to discuss. 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.

David Faber and Jim Cramer began the hour by breaking down the big takeaways from Nvidia’s 2025 GTC Event, including CEO Jensen Huang saying AI is at an “inflection point.” The anchors also discussed President Trump’s decision to fire 2 democratic commissioners at the FTC; both commissioners said that they were “illegally fired.” Faber and Cramer also looked ahead to the Fed decision on deck as well as the group’s thinking on the path for rates.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.

Stocks kicking off the morning in the red – David Faber, Michael Santoli, and Sara Eisen broke down the latest on the Fed front and where rates could be headed tomorrow. Why T. Rowe Price CIO Sébastien Page says to bet on international equities here over the SPX – plus, what Citi Wealth’s CIO is telling clients amid the volatility (“Do not buy the dip”). The team also discussed results of CNBC’s latest Fed Survey, as the street’s biggest investors and leaders say stocks are ‘overpriced’ here – the full report, this hour.  Also in focus: Google announcing its largest acquisition EVER – cloud security startup ‘Wiz’ for $32B… The key details, and what it means for the stock with an analyst from Roth Capital. Plus, speaking of big tech – a live read from the ground at Nvidia’s GTC Developer’s conference in San Jose.  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 news that Google has agreed to buy Wiz for $32 billion. 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.

David Faber and Jim Cramer started the show by looking ahead to Nvidia’s big AI message, with CEO Jensen Huang set to deliver his keynote address later today. The anchors then shifted to the big deal of the morning; Google-parent Alphabet acquired cybersecurity company Wiz for $32 billion, the company’s largest acquisition ever. The desk also looked ahead to Fed Chair Powell’s decision on rates, as the Fed kicks off the first day of its 2-day meeting. 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.

Fresh data top of the hour, with homebuilder sentiment hitting 7-month lows - David Faber, Sara Eisen, and Michael Santoli broke down the latest for stocks as the markets look ahead to a Fed Meeting and Nvidia's blockbuster 'GTC Developers Conference' this week. Why Melius research is bullish ahead of CEO Jensen Huang's keynote, this hour - and a breakdown of what it means for the stock, based on past experience.  Also in focus: the latest retail trading trends with Interactive Broker's Thomas Peterffy, who's betting big on AI - and more on the market outlook with J.P. Morgan's Chief Economist as he forecasts higher prices and lower growth ahead. Plus, results out of NBC News National poll on President Trump and the economy - and some energy picks as the sector sees gains on headlines out of Yemen.  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.

Cramer says this semiconductor stock is pedestrian and needs to return to greatness. 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.

David Faber and Jim Cramer began the show by looking at the busy week ahead for Cramer out on the west coast for Nvidia’s big GTC event. The desk then turned to the market volatility, with the S&P and Nasdaq both posting their 4th straight week of losses. Over the weekend, Treasury Secretary Bessent spoke to NBC’s “Meet the Press” and called these market corrections “healthy.” The desk also hit this morning’s retail sales data, which increased 0.2% on the month, better than the downwardly revised decline of 1.2% the prior month but below the Dow Jones estimate for a 0.6% rise.  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.

Consumer Sentiment data coming in at its lowest levels since 2022 top of the hour… Carl Quintanilla, Melissa Lee, and Michael Santoli broke down the latest as the S&P and Nasdaq look to close out another tough week. Why Richard Bernstein’s Deputy CIO says to avoid tech here – and that there’s a slowdown ahead.  Plus, a deep dive on what to do with Apple shares, as they close out their worst weekly performance since 2020. Tesla also seeing historic declines – shares adding to their longest weekly losing streak ever – more on the company’s new tariff warning for the White House. And the latest for Consumer Discretionary stocks – as the sector looks for its worst week since 2023 – and the street works through a chorus of consumer warnings.  Also in focus: President Trump taking aim at the CFPB – one with the regulator’s former head, Rohit Chopra; Why money is flowing into utilities; and breaking down the potential impact of Trump’s promised 200% tariffs on certain European spirits.  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 wrapped up another volatile week for stocks, with the S&P 500 entering Friday's trading session in correction territory.  How should investors navigate this market environment? Tariffs in the spotlight along with a major vote in the Senate: Passage of a House funding bill would avert a government shutdown. The anchors discussed Apple shares on track for their worst week in five years. Jim and Carl celebrated the 20th anniversary of Cramer’s CNBC "Mad Money" program. Also in focus: Nvidia gears up for next week's GTC conference, Tesla on retaliatory tariffs, Elon Musk reposts a message on X about Hitler, Ulta Beauty jumps on an earnings beat.   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.