Squawk on the Street

Sara Eisen and Jim Cramer discuss the significant drop in Nike and FedEx shares amid fears of an economic slowdown. Elon Musk reassures Tesla employees to 'hold onto your stock' as the company faces a potential ninth week of losses. The conversation touches on Home Depot's resilience despite market challenges and the broader consumer confidence landscape. Additionally, they analyze the volatile perceptions surrounding Tesla and Lennar’s mixed earnings report, exploring the complexities of current market dynamics.

The Federal Reserve pauses interest rate changes while new commentary hints at rising inflation concerns. Tesla faces a lengthy losing streak, with Elon Musk needing to shift focus for recovery. The Boston Celtics command attention after their record-breaking $6B sale, illustrating soaring NBA team valuations. Accenture's CEO discusses AI demand amid tech spending hesitations. Meanwhile, market analysts predict a temporary relief rally as the economy navigates turbulent waters, highlighting key players in the stock and AI sectors.

Jim Cramer and Jeff Marks share their insights on the booming home retail market, highlighting Home Depot as a potential buy. They delve into the latest trends in robotics and automation, featuring exciting developments like DeepSeq and its partnership with Disney. The discussion also touches on market dynamics influenced by interest rates and tariffs, with an optimistic forecast for the upcoming gardening season. Turn up for candid market analysis and what's shaping the investment landscape!

Brad Jacobs, Chairman and CEO of QXO, known for his expertise in mergers and acquisitions, discusses QXO's strategic acquisition of Beacon Roofing Supply. The conversation dives into market reactions after the Fed holds rates steady and unexpected tariff impacts on consumer spending. Jacobs also shares insights on the roofing industry's complexities and competitive landscape. Additionally, the team reflects on stock performance, humorous anecdotes about home improvement, and the broader implications of potential recessions on various sectors.

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.