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Jim and Jeff explain the tariff exemptions' impact on this mega cap tech stock. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the marketâs biggest headlines. Signup here: cnbc.com/morningtake
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S&P, Dow, and Nasdaq all kicking off the week in the green for the first hour of trade â David Faber, Carl Quintanilla, and Leslie Picker broke down the latest headlines out of Washington amidst some confusion on tariff carve-outs for key products like laptops and smartphones. What the White House is saying â plus more on what it could mean for Apple and Nvidia, as those shares gain.
Also in focus: Who will drive the Post-American Global Economy? Former U.K. Treasury Minister and once Chairman of Goldmanâs Asset Management Business, Jim OâNeill joined the team fresh off a new op-ed arguing for new strategies here⊠And CNBCâs Steve Liesman broke down new worries over the Dollar, hitting 3-year lows in the session.
Plus: how to play the bank stocks here, as Goldman becomes the latest of the group to report new numbers â and CEO David Solomon warns of recession risks on the call⊠And whatâs at stake in the FTCâs growing battle with Meta, as their antitrust case kicks off in court today.
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After an historically volatile week for stocks, Carl Quintanilla, Jim Cramer and David Faber discussed the tech sector leading stocks into rally mode -- after the White House announced tariff exemptions for smartphones and other electronics, though President Trump called such exemptions temporary. Apple shares among the big winners on the tariff news, while several Wall Street firms issued calls on the stock. Also in focus: Goldman Sachs' earnings beat, Nvidia to manufacture AI supercomputers entirely in the U.S., FTC-Meta antitrust trial.
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Jim Cramer and Jeff discuss the tariff headwinds this Big Tech stock faces. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the marketâs biggest headlines. Signup here: cnbc.com/morningtake
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S&P, Dow, and Nasdaq all on pace for gains week-to-date, despite another volatile first hour of trade: Sara Eisen, David Faber, and Michael Santoli broke down the latest as China strikes back with additional tariffs on U.S. goods and bond yields see another big jump. Consumer Sentiment coming in at multi-year lows before the team headed live to Beijing for a read from the ground â and Trivariateâs Adam Parker discussed his top picks here, along with Goldmanâs Chief U.S. Economist -fresh off the firmâs quick turn on a recession call earlier this week.
Plus: A deep-dive into new numbers out of the Big Banks⊠JPMorgan, Wells Fargo, and Morgan Stanley all reporting results this morning: what theyâre saying about the consumer â and President Trumpâs tariff moves.
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After a Thursday sell-off that negated much of Wednesday's historic rally in stocks, David Faber and Jim Cramer discussed what's next for investors after a volatile week
for equities and the 10-year Treasury yield topping 4.5-percent. China retaliates against the U.S. by raising tariffs on American goods to 125-percent. The financial sector
kicks off earnings season with quarterly results from JPMorgan Chase, Wells Fargo, BlackRock and Morgan Stanley. BlackRock CEO Larry Fink joined the anchors at Post 9
and offered his take on issues including tariffs, inflation and market volatility. Also in focus: JPMorgan Chase CEO Jamie Dimon's earnings call comments on tariffs and recession risks.
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Jim and Jeff discuss why investors are circling 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 marketâs biggest headlines.
Signup here: cnbc.com/morningtake
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David Faber, Sara Eisen and Mike Santoli began the show by breaking down the massive drop in stocks a day after Wall Street had an historic rally. All the Magnificent 7 tech stocks were under pressure with Tesla the biggest laggard of the group, following 3 firms cutting their price targets on the stock. The desk also discussed this morningâs CPI print; The consumer price index fell a seasonally adjusted 0.1% in March, putting the 12-month inflation rate at 2.4%, down from 2.8% in February.
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David Faber and Jim Cramer explored what to make of Thursday's stock market sell-off and Treasury yield action, one day after President Trump's
reversal on tariff policy sparked a historic rally on Wall Street -- including the Dow's biggest one-day point gain ever and the Nasdaq's best session since 2001.
At the White House, Council of Economic Advisers Chairman Stephen Miran joined the program to discuss tariffs and tamer-than-expected March consumer
inflation data. The anchors reacted to what Amazon CEO Andy Jassy told CNBC about AI and data centers. Also in focus: Bank earnings preview, CarMax tumbles.
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Jim Cramer and Jeff Marks discuss the latest on the trade war. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the marketâs biggest headlines. Signup here: cnbc.com/morningtake
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A volatile first hour of trade as the EU and China make new tariff moves: Sara Eisen, David Faber, and Michael Santoli broke down the latest alongside fresh reporting from the White House, Beijing, and more. Plus, what Trumpâs promise of new tariffs on pharmaceuticals could mean for the group, as stocks like Eli Lilly and Novo Nordisk take a leg lower â and the breakdown of what could be driving this big jump in treasury yields overnight.
Also in focus: Delta and Walmart pulling guidance â whatâs driving the move and what comes next; Longtime market veteran Bob Doll joined the team with his stock playbook for volatility; and CEOs starting to sound-off on tariffs⊠Why the head of furniture retailer Ethan Allen says Trumpâs gone âtoo farâ here.
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Another volatile day on Wall Street as David Faber and Jim Cramer dissect market reaction to the trade war. China ramps up its tariffs on U.S. imports to 84-percent -- retaliating against President Trump's 104-percent levy on Chinese goods -- while the European Union outlines its own retaliatory tariffs against the U.S. The anchors also explored 10-year Treasury yields surging by as much as 4.5-percent and what it all means for liquidity. Also in focus: Minneapolis Fed President Neel Kashkari on inflation vs. tariffs, what the CEOs of Walmart and Delta Air Lines said about tariff uncertainty and guidance, President Trump's "BE COOL" social media post, the "Magnificent 7" trade.
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Cramer says heâs not ready to buy more of 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 marketâs biggest headlines. Signup here: cnbc.com/morningtake
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Stocks staging a rebound in the first hour of trade: Sara Eisen, David Faber, and Michael Santoli broke down the latest alongside fresh headlines on the tariff front, as China promises to âfight to the endâ â and U.S. Trade Representative Jamieson Greer takes the hot seat on Capitol Hill to defend the Presidentâs tariff strategy. Why CFRAâs Chief Investment Strategist is sticking with his 6,585 12-month target for the S&P â for now⊠Plus, Jefferies playbook for tariff volatility.
Also in focus: a number of sectors hovering at fresh 52-week lows, including Energy and Semiconductor stocks... RBCâs Helima Croft discussed the outlook for oil prices while one of the streetâs top semi analysts talked top picks; Plus, a deep dive on the news sending shares of Medicare insurers like Humana surging in the AM trade.
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David Faber and Jim Cramer delved into a strong rebound for stocks after a big three-day broader market sell-off. Positive sentiment sparked by hopes for tariff negotiations between the U.S. and its trading partners. What should investors do now? Also in focus: President Trump posted on social media about a potential trade deal with South Korea, China vows to "fight to the end" in its tariff battle against the U.S., Treasury Secretary Scott Bessent's comments to CNBC about China's "big mistake," the 10-year note yield jumps above 4.2%, shares of health insurers surge on Medicare payment rate hikes, Apple reportedly plans to source more iPhones from India in wake of China tariffs.
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Jim and Jeff discuss the market sell-off and tariff impact. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the marketâs biggest headlines. Signup here: cnbc.com/morningtake
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A volatile morning for stocks after a report that the White House was contemplating a 90-day pause on tariffs â a report thatâs now been confirmed as âfake newsâ by the administration⊠Sara Eisen, David Faber, Carl Quintanilla broke down the latest swings and returned to Washington for fresh color throughout the hour. Why longtime market vet and Wharton Professor Jeremy Siegel is calling tariffs âthe worst policy mistake in 95 yearsâ â plus, Rockefellerâs Ruchir Sharma, fresh off an op-ed arguing the Federal Reserve shouldnât rescue markets here.
Also in focus: big weakness in big tech â the worst performing sector on the year, as all of the Mag-7 sits in correction territory⊠Wedbushâs Dan Ives joined the team to breakdown the move, and his choice to cut estimates on Apple & Tesla on tariff concerns.
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After nearly $6 trillion in U.S. market value was wiped out over last week's final two trading sessions, Carl Quintanilla, Jim Cramer and David Faber explored the global stock sell-off extending into a new week. The S&P 500 falls into bear market territory as President Trump stands pat on his tariff plan. The anchors discussed what Trump cabinet members, Elon Musk, Jamie Dimon and various CEOs are saying about tariffs. Jim offered his take on how low the S&P 500 could go. Also in focus: Tesla and the political exposure weighing on the stock.
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The second hour of CNBCâs "Squawk on the Street" with Carl Quintanilla and Sara Eisen is broadcast each weekday from the floor of the New York Stock Exchange, with the up-to-the-minute news investors need to know and interviews with the most influential CEOs and greatest market minds.
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After the worst day for stocks since 2020, Carl Quintanilla and Jim Cramer drilled down on the extension of the global market sell-off, the deeper decline sparked by China retaliating against the U.S. by imposing 34% tariffs on American goods. Hear what Jim had to say about President Trump's tariff game plan. Tech among the sectors extending Thursday's losses: Apple's valuation falls below $3 trillion. Treasury Secretary Lori Chavez-DeRemer joined the program with White House reaction to the March jobs report. She and the anchors also discussed tariffs and the labor force. Also in focus: the 10-year yield falls below 4%.
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