Squawk on the Street

Fresh trade developments top of the hour: Canada promising to impose 25% reciprocal tariffs on over $20B in U.S. Imports… Carl Quintanilla, Leslie Picker, and Michael Santoli broke down the latest on another volatile morning for stocks. What it means for the automakers with former Ford CEO Mark Fields – and a deep dive on the impact for Canada with the CEO of the country’s 2nd largest steelmaker: Algoma, as they pause shipments to the U.S. Also in focus: exclusive comments from Bridgewater’s Ray Dalio and Salesforce’s Marc Benioff on the recent market unwind.  Plus: this morning’s inflation print (CPI) coming in better than expected – what it means for the Fed and markets, as recession fears grow – and to end the hour, a look at how 3D-printing could solve the housing shortage.   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 two straight days of losses on Wall Street, Carl Quintanilla and Jim Cramer led off the show with market reaction to tamer-than-expected February CPI -- and what tariffs could mean for inflation. The anchors also weighed in on chip stocks leading a tech sector rebound. At CNBC's Converge conference in Singapore, David Faber interviewed Alibaba Chairman Joe Tsai about tariffs, China's President Xi and the Chinese consumer. Cleveland-Cliffs CEO Lourenco Goncalves joined Jim and Carl at Post 9 to discuss President Trump's steel tariffs going into effect. Also in focus: Goldman Sachs lowers its S&P 500 target, Morgan Stanley cuts its Apple price target, President Trump defends Elon Musk and touts Tesla cars.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.

Carl Quintanilla, Leslie Picker, and Michael Santoli discussed the latest for stocks – as new Jobs data (JOLTS) crossed the tape alongside a fresh announcement from Trump on tariffs: promising to raise all charges on Canadian Steel and Aluminum to 50% from 25%. What it means for the automakers, packaged food companies, and the broader markets. Plus, Fundstrat’s Tom Lee broke down why he thinks stocks are massively oversold here, and Citi’s Head of Commodities Research gave his take on the tariffs news. Additionally, the team talked big tech and what to do with stocks like Meta and Nvidia here - with one portfolio manager who oversees more than $9 billion in funds. Also in focus – the odds of a recession, what elections have to do with it, and how small businesses are viewing the economy; Bitcoin tries to hold on above $80K; Oracle slumps on disappointing guidance and numbers 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 why they’re watching this semiconductor 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.

Carl Quintanilla and Jim Cramer explored the markets struggling to recover from Monday's sell-off, which resulted in the worst daily performance for the Nasdaq since 2022. Jim explained why he believes the moniker for the stocks known as the "Magnificent 7" should be ditched. Cramer also outlined "three keys to this market" and how investors should navigate this environment. Also in focus: Oracle misses, Southwest a bright spot on a rough day for airline stocks, Morgan Stanley's Adam Jonas calls the Tesla stock slide a buying opportunity, flashback to Jim's NYSE interview with Donald Trump (then president-elect) on the importance of the markets. 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.

Another morning of stocks under pressure – after the S&P and NASDAQ’s worst week of 2025 so far. Carl Quintanilla, Leslie Picker, and Michael Santoli broke down the latest with BMO’s Chief Investment Strategist: who says don’t let your feelings take control here. He still expects 10% gains on the S&P this year. A key part of the weakness? Big tech names selling off. Tesla now the worst performing stock on the S&P 500 YTD, and coming off its worst weekly losing streak EVER – why Baird still calls it a buy here. Plus: a look at Elon Musk’s growing empire in China – and the latest on Apple, as the company delays AI enhancements for Siri… Are fears overblown at these levels? Also in focus: the CEO of Constellation Energy, talking the future of alternative energy at CERAWEEK; Why Novo’s new trial data is sending shares slumping; Bitcoin falls below $80k; and how to trade China stocks here, as the country’s retaliatory tariffs on U.S. Agricultural imports begins 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 the worst week for the S&P 500 since September, Carl Quintanilla and Jim Cramer covered all of the bases as stocks began Monday in sell-off mode. Equities under pressure on recession fears and tariff battles in wake of comments by President Trump and Commerce Secretary Lutnick. Hear Jim's strategy for investing in this market environment -- including when it comes to the "Magnificent 7."  Also in focus: China's retaliatory tariffs go into effect against the U.S., former central banker Mark Carney to become Canada's prime minister, Novo Nordisk slumps on obesity drug trial results, the "Tesla tumble" rolls on, remembering the "Haines Bottom" 16 years later.  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 ‘pounce’ on this beaten-down semiconductor 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.

Jobs coming in weaker-than-expected in February, plus fresh tariff headlines this morning -Carl Quintanilla, Sara Eisen, and David Faber broke down the latest for stocks top of the hour before a wide-ranging interview with White House Senior Counselor for Trade and Manufacturing Peter Navarro. Plus – Goldman’s Chief Economist discussed what’s next for the economy and the Fed here. Also in focus: Tesla’s longest streak of weekly declines *ever* - why Wedbush is adding it to their Top Picks List; retail earnings out of Costco and Gap sending shares in opposite directions; and the President of the National Urban League talks DEI rollbacks  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.

Wrapping up a volatile week for stocks, Carl Quintanilla, Jim Cramer and David Faber explored market reaction to the February jobs report. The anchors also discussed what Treasury Secretary Scott Bessent told CNBC about a "detox period" for a market and economy he said are "hooked" on public spending. The AI trade: Broadcom shares jump on earnings and guidance in midst of a rough week for the chip sector. Also in focus: Costco slides and Gap soars on earnings, Tesla poised for an  "unlucky 7," bitcoin strategic reserve, Faber Report: Walgreens to go public. 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.