Squawk on the Street

Jim Cramer discusses the Club’s recommendation to buy Eli Lilly. Cramer also says there’s a ‘red flag’ for Salesforce ahead of earnings. 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.

Jim Cramer and David Faber discussed what to make of developments involving a pair of M&A deals: Chevron warns that its $53 billion dollar agreement to acquire Hess may be at risk, while the Federal Trade Commission and nine states are suing to block the $25 billion Kroger-Albertsons merger. The anchors also reacted to some eye-popping comments JPMorgan Chase CEO Jamie Dimon made to CNBC about the future of AI. Lowe's issued disappointing guidance and Macy's announced it would close 150 stores as part of a turnaround plan. Where are the buys in retail? Also in focus: Zoom earnings, Endeavor M&A update, Tesla's rebound rally and the stock that jumped 80% on news regarding an obesity drug trial. 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 buying more of Palo Alto. 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.

Carl Quintanilla, Jim Cramer and David Faber led off the show by exploring the AI boom: Nvidia extends its rally after posting a blowout quarter and hitting a $2 trillion valuation on Friday. The anchors discussed what's on tap for the markets this week, as the Dow and S&P 500 aim to achieve fresh record highs. Also in focus: Warren Buffett's annual letter to Berkshire Hathaway shareholders along with the company's earnings and record cash hoard, Amazon enters the Dow, Walmart's 3-for-1 stock split goes into effect, Cramer held court at the CNBC Investing Club’s annual meeting on Saturday. 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 continued momentum of Nvidia. 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.

The morning after the best day for stocks in more than a year, Carl Quintanilla and Jim Cramer discussed what to make of the markets' upward momentum: The Dow and S&P 500 jumping to new all-time intraday highs and Nvidia hitting a $2 trillion valuation for the first time -- overshadowing Fed officials continuing to stress holding off on rate cuts for now. The anchors reacted to Warner Bros. Discovery shares falling on a Q4 miss despite posting a streaming profit for 2023. Also in focus: Square parent Block and Carvana soar, upgrades and downgrades, White House sanctions against Russia, Reddit files to go public, Jim previews the CNBC Investing Club's Annual Meeting which takes place on Saturday. 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 analyze the surge in Nvidia stock after recent earnings, diving into the financial metrics and strategic outlook of the company in the tech world.

Discussions on Nvidia's blowout quarter, AI boom, Nasdaq rally, and S&P 500 record high. Contrasting Nvidia CEO Jensen Huang with Tesla CEO Elon Musk. Focus on EV makers Rivian and Lucid, Fed minutes follow-up, and new AI chief. Mondelez CEO on food inflation, consumer dynamics, and 'shrinkflation' attack by President Biden.

Jim and Jeff discuss their earnings expectations for Nvidia. 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.

Carl Quintanilla and Jim Cramer started the show by looking ahead to Nvidia reporting after the bell, a day after the stock suffered its biggest 1-day drop in 4 months. Another earnings mover the anchors hit was Palo Alto Networks. Shares of the stock plunged after the company pulled its full-year revenue, billings guidance. The company’s results sent other cyber names like CrowdStrike, Fortinet and Zscaler lower. Later that hour, Leslie Picker joined the show along with Brian Moynihan to discuss the state of the economy, rates and the recent volatility within the regional banks. 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.