Squawk on the Street

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.

Another morning of trade headlines (particularly out of China): Sara Eisen, David Faber, and Carl Quintanilla broke down the latest on a busy day of earnings and data. Exclusive comments from the CEOs of IBM and Pepsico - after results out of both names… Plus: Wedbush’s Dan Ives, who calls software the “safety blanket” in the storm here. Additionally within the hour: individual breakouts on new numbers from Comcast, Chipotle, Bristol Myers, and more. Plus: A deep-dive on regulation under Trump 2.0 – in a wide-ranging interview with FTC Chairman Andrew Ferguson… spanning their cases against Uber/Meta/Amazon to how DOGE cutbacks might impact their work. 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.

After a two-day rally for stocks, Carl Quintanilla, Jim Cramer and David Faber discussed the markets digesting tariffs, the trade war and earnings.Weaker consumer demand and tariff uncertainty impacting results and guidance from the likes of PepsiCo, Procter & Gamble and Chipotle.Southwest Airlines CEO Bob Jordan joined the program to discuss the carrier cutting flights and withdrawing guidance. Also in focus: China deniesit is in ongoing trade talks with the U.S., Comcast earnings, chips rally, the Trump meme coin, what Netflix Co-CEO Ted Sarandos said about "saving Hollywood." Disclosure: Comcast owns NBCUniversal, the parent company of CNBC. 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 watch this ‘very inexpensive’ industrial 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/morningtakeCNBC 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.

Ajay Banga, President of the World Bank and former CEO of MasterCard, discusses the critical role of job creation and poverty alleviation in developing nations. He highlights the ongoing U.S.-China trade negotiations and their impact on global markets. Banga shares insights on the World Bank's climate finance initiatives and the necessity for collaboration in addressing economic challenges. Tesla's stock rally is also a hot topic, despite the company’s financial dips, pointing to shifting dynamics in the energy sector and the broader economic landscape.

Markets are on a rally, fueled by Trump’s assurance on Fed Chair Powell’s position and insights on China tariffs. Boeing's CEO shares optimistic quarterly results, reflecting a recovery with strong demand. Meanwhile, Tesla faces challenges after a disappointing earnings report, though Musk is shifting focus away from DOGE to ambitious tech innovations. The discussion dives into the tech sector's mixed performance, investment strategies in data centers, and implications of potential tariff reductions on U.S.-China trade.

Tune in as the hosts discuss a promising turn for a struggling FinTech stock, highlighting its potential for a comeback. They dig into a recent earnings report that reveals positive trends and strategic adjustments for growth. The conversation also touches on the challenges posed by tariffs, adding depth to the analysis of the financial landscape. Get insights into market dynamics and expert predictions that could inform your investment decisions.