Squawk on the Street

Carl Quintanilla, Jim Cramer and David Faber explored how to navigate this market environment, with President Trump's tariffs against Canada, Mexico and China going into effect -- news that extended Monday's sell-off. The anchors reacted to what Commerce Secretary Howard Lutnick told CNBC about a trade reset in wake of the tariffs. Also in focus: Target sees tariffs impacting Q1 profits and CEO Brian Cornell says price hikes are likely days away, Best Buy tumbles, Tesla shares extend their slump as sales of its China-made EVs slide, Nvidia and the "Mag 7 blues." 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 coming off a tough February - Carl Quintanilla, Sara Eisen, and David Faber broke down the latest for markets on the heels of another weak data print top of the hour (ISM Manu/Construction Spend). Plus, a discussion on the outlook for 2025 – with Yardeni Research’s Ed Yardeni, who’s betting growth will slow in Q1 – but re-accelerate into the back half of the year… Also, more with one analyst calling Apple the “safe-haven trade” of big tech.   Another key driver: Washington. From Trump’s hopes for a “Crypto Reserve” to a new national investigation into lumber imports, the team talked market implications – and dove deep into the ecosystem for rare earth minerals with the biggest producer in the western hemisphere (MP Materials) after Trump’s failed deal with Ukraine. Plus, a look at how China and retailers are prepping for tonight’s tariffs deadline.   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.

On the first trading day of March, Carl Quintanilla, David Faber and Sara Eisen explored the whirlwind of activity coming out of the White House. President Trump's strategic crypto reserve plan sparked a weekend rally in digital currencies, followed by a Monday surge in crypto-related stocks. He also ordered a probe into imported lumber, while Canada, Mexico and China brace for Tuesday's tariff deadline. The anchors reacted to comments from Treasury Secretary Bessent and Warren Buffett about tariffs. Also in focus: Morgan Stanley's Adam Jonas names Tesla a "Top Pick," anti-Elon Musk protests outside Tesla showrooms, Kroger CEO steps down amid internal probe, Canada's energy minister talks tariffs ahead of Tuesday's deadline.  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.

The podcast dives into the looming tariff deadline impacting the automotive industry, with insights on how it's perceived as a potential disaster for American automakers. It also tackles the turbulence in the tech sector, highlighting struggles faced by giants like NVIDIA and Tesla. As the housing market shows signs of weakness, experts predict a challenging spring selling season. Meanwhile, Meta gears up to introduce a standalone AI app, promising to shake up the competition with OpenAI.

Market reactions to inflation data reveal a potential downturn in consumer spending. The tech sector faces a steep sell-off, highlighted by Nvidia dipping below $3 trillion, as Nasdaq struggles for stability. China vows to retaliate against U.S. tariff threats, emphasizing rising tensions. Meanwhile, Chinese tech stocks soar even as American indices falter. The complexities of mergers and acquisitions add to the economic uncertainty, alongside significant fluctuations in cryptocurrency and energy markets.

The latest tariffs announced by President Trump have sent shockwaves through the stock market, raising concerns for tech stocks like NVIDIA. The hosts dive into the implications of these tariffs on trade with China, Mexico, and Canada. They also debate NVIDIA's earnings results with CEO insights and discuss Tesla's potential PR troubles amidst leadership distractions. Additionally, the ongoing issue of rising egg prices is addressed, along with a glimpse into Trump's controversial gold card visa aimed at attracting wealthy foreigners.

The discussion kicks off with NVIDIA's impressive earnings amid global market dynamics. Insights reveal how geopolitical tensions in China and Taiwan could impact the semiconductor giant's performance. The hosts also highlight key investment opportunities shaped by tariff impacts on various sectors. They stress the importance of understanding market trends to make informed investment decisions. As NVIDIA flourishes, the analysis offers a glimpse into the current state of the tech market.

The hosts dive into President Trump's looming tariffs on Mexico and Canada, predicting market impacts. Nvidia's impressive surge in AI chip revenue contrasts sharply with Salesforce's disappointing results. They discuss innovative tech advancements, including health care breakthroughs. The conversation also highlights the effects of tariffs on the automotive sector and examines recent Federal Reserve insights on inflation and interest rates. Finally, they reflect on the entertainment industry's shifting landscape amidst these economic changes.

David Ricks, the Chairman & CEO of Eli Lilly, shares insights on the company's strategic decision to expand US manufacturing, emphasizing its impact on the pharmaceutical landscape. Carl Eschenbach, CEO of Workday, highlights a strong quarterly performance while discussing the surging demand for AI solutions in the workforce. The conversation also touches on significant market shifts, including Tesla's declining valuation and potential tariff impacts on copper, setting a dynamic backdrop for economic growth and corporate strategies.

Tesla's market cap dips below $1 trillion, sparking discussions on tech sector struggles. Nvidia's anticipated earnings take center stage as analysts weigh in on its impact. General Motors boosts dividends while navigating industry challenges. Retail giants like Lowe's and TJX report mixed earnings amidst changing consumer trends. Insights into Robinhood’s evolution as a financial platform and its appeal to younger investors highlight the relevance of tech in everyday finance.