Squawk on the Street

A busy morning of when it comes to earnings:
Carl Quintanilla, Sara Eisen, and David Faber kicked off the hour with two of them - Coca-Cola & Marriott... The CEOs of both companies joined the team with their read on the consumer, the numbers, and more. Plus: why Evercore still sees a higher S&P ahead - despite growing AI debt concerns - with the firm's Head of Equity Strategy.
 
Also in focus: all the earnings names you should be watching here, from Astrazeneca to Datadog to Spotify - and David's new reporting on Paramount's enhanced offer to buy Warner Brothers Discovery. 
 
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The opening hour of CNBC’s "Squawk on the Street" with Carl Quintanilla, Jim Cramer and David Faber is broadcast each weekday from the floor of the New York Stock Exchange, on site at the opening bell 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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The Dow rallies in early market trade, reversing direction to hit a new record high. Citi lays out where they think stocks go next. Then some new reporting by CNBC details OpenAI CEO Sam Altman’s rallying cry to employees as pressure mounts from Anthropic. And could a wave of anti-American sentiment hit the markets? Rockefeller’s Ruchir Sharma explains why it’s not likely.
 
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Stocks and crypto coming off another volatile week:
Carl Quintanilla, Michael Santoli and David Faber kicked off the hour with a look at the state of the Big Tech trade - as value names like Caterpillar and Walmart power the Dow above 50k for the first time ever. Are AI capex plans still a huge risk for investors? The team discussed whether an early morning rebound for names like Oracle has legs here... and if there's more pain to come in the crypto space, with Bitcoin holding on above $65k. Plus: get a look at the staggering numbers around Super Bowl wagers - and what it could mean for gaming stocks. 
 
Also in focus: the latest out of a growing battle over the future of weightloss drugs - as Novo Nordisk files a new lawsuit against Hims & Hers... and a deep dive on how AI's changing the game for one of America's oldest banks. 
 
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Cramer says he wants investors to buy this megacap tech stock. This episode contains a preview of exclusive content from the members-only CNBC Investing Club morning meeting. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market’s biggest headlines, analyst calls and holdings in the Charitable Trust – and see up close how they decide when, and if, to take action on stocks. Sign up here: cnbc.com/morningtake
 
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