Squawk on the Street

Brent Thill, a seasoned analyst from Jefferies, discusses Microsoft's impressive stock rally and its strategic moves in AI, suggesting the tech giant may finally be turning a corner. Eamon Javers, a CNBC political reporter, provides insights on President Trump's impending tariffs and their potential effects on various sectors, including tech and automotive. The talk dives into economic complexities, consumer confidence amidst tariff discussions, and how both companies and law firms are navigating this turbulent landscape. It's an engaging conversation about tech market dynamics and geopolitical implications.

Eunice Yun, a CNBC correspondent based in Beijing, shares insights from the China Development Forum. The discussion delves into how recent tariff adjustments could boost tech stocks like Tesla, which narrowly avoided a ten-week slump. The conversation highlights China's strategy to engage top U.S. executives, including Apple's Tim Cook, to foster business relations. AI advancements and their implications for the workforce are also covered, alongside trends in mergers and acquisitions affecting major companies.

Jim Cramer and Jeff Marks dive into the earnings of Micron, uncovering potential investment opportunities amidst market negativity. They discuss the challenges facing Home Depot, especially with the upcoming tariffs affecting stock prices. The conversation highlights the importance of looking beyond panic selling to see the underlying strengths of resilient companies. Investors are reminded that opportunities can often be overshadowed by fear and uncertainty.

Ross Gerber, CEO of Gerber Kawasaki and a keen commentator on Tesla, shares insights into the electric vehicle giant's stock struggles and Musk's leadership challenges. He discusses the paradox of rising vehicle sales despite declining stock prices. The podcast also dives into FedEx and Nike's recent troubles and their strategies to regain market confidence. Gerber emphasizes the vital role of Musk's decision-making during this turbulent time for Tesla, raising questions about the company's future direction.

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.