Squawk on the Street

Steve Kovac, a CNBC correspondent known for his coverage of tech giants, dives into the recent stock market surge fueled by strong performances from Meta and Microsoft. He discusses the potential fallout of tariffs on Apple and the upcoming earnings reports from these tech titans. The conversation transitions to McDonald's facing its largest sales decline in five years, alongside insights into Tesla's leadership challenges. Kovac highlights the critical need for small businesses to navigate tariff repercussions in a shifting economic landscape.

Recent blowout earnings from Microsoft and Meta have sent the tech sector into a rally, boosting market optimism. Tesla faced scrutiny over CEO succession rumors, while the board denied any search for a successor. Ford's sales surge contrasts with declining electric vehicle figures, reshaping the automotive landscape. The impact of tariffs on automakers and the role of AI in future revenue growth were also notable topics. Meanwhile, industry insights highlighted challenges and opportunities in semiconductor production amid geopolitical tensions.

The discussion dives into Starbucks' recent earnings, highlighting challenges in sales and profits. Despite weaker-than-expected results, there’s a focus on the company’s strategic turnaround plans. Investments in operations and customer service are examined, showcasing a blend of caution and optimism about its recovery potential. Tune in for insights on navigating the coffee giant's path forward!

A huge morning for economic data: GDP, ADP, PCE, and some consumer reads – as stocks take a leg lower on GDP’s negative read.  Carl Quintanilla, Sara Eisen, and David Faber discussed the latest and what it all means for the broader markets alongside Charles Schwab’s Chief Global Investment Strategist… In addition to fresh analysis across the hour on Trump’s first 100 days when it comes to the broader economy, energy, and tech regulation (Why former DOJ Assistant AG for Antitrust Jonathan Kanter says more deregulation is likely). Plus: a deep-dive on the biggest earnings movers of the day, from Starbucks to Humana – and the latest from D.C., as Alphabet’s CEO takes the stand in Google’s DOJ antitrust trial and key tech CEOs visit the hill for a security summit.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.

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.