Squawk on the Street

Cramer says a recent bearish report on this health care stock is fanciful. 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

 

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.

Top of the hour: President Trump waiving a U.S. shipping law for 60 days to steady oil markets... but not helping prices or markets in the early trade.

Carl Quintanilla, David Faber, and Michael Santoli broke down the news before turning to longtime market veteran and Evercore strategist Julian Emanuel - along with Goldman's Co-Head of Global Commodities Research - with more on what could come next. Plus: a new era at Disney as new CEO Josh D'Amaro takes the reins... Former executive, of 15 years and onetime TikTok CEO Kevin Mayer weighed in on challenges ahead. 

 

Also in focus: a fresh read on whether AI disruption fears should be believed when it comes to software - with the CEO of Docusign, fresh off earnings from the company... and a look at Washington State's first ever income tax - which includes a hitch for married couples. 

 

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, Jim Cramer and David explored rising oil prices and hotter-than-expected February PPI being a double whammy for stocks. Wall Street awaits Wednesday's Fed decision on rates — and what the accompanying statement might say about inflation in wake of the Iran war. The anchors discussed Jim's "Mad Money" interview with Jensen Huang: The Nvidia CEO called new AI agent OpenClaw "the next ChatGPT" — and said it's possible that Nvidia could become the first $10 trillion company. Also in focus: The White House vs. Anthropic, red-hot memory chip stocks, day one for new Disney CEO Josh D'Amaro, Starbucks downgraded, Cramer's "Jeopardy!" surprise.

 

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, Sara Eisen, and David Faber kicked off the show with fresh data, tensions within the Fed's dual mandate ahead of tomorrow's rate decision, and more on Iran's market impact before a wide-ranging interview you don't want to miss - Nvidia CEO Jensen Huang, alongside Jim Cramer at the company's GTC conference out in California. Hear the man himself break down Nvidia's staggering $1T forecast, AI demand, and more. 

Elsewhere in the hour: what to expect out of the Fed tomorrow - according to CNBC's exclusive Fed Survey results, and Apollo Global's Chief Economist Torsten Slok (who says there'll be no cuts tomorrow - or this year). 

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, Jim Cramer and David Faber discussed why both stocks and oil prices are rising amid the Iran war and Middle East tensions. The anchors also explored the markets' muted reaction to Nvidia CEO Jensen Huang's forecast of $1 trillion in AI chip revenue through the end of 2027. At Nvidia GTC, Jim shared his perspective on the future for the world's most valuable company. Also in focus: Bob Iger's legacy on his final day as Disney CEO, Delta's guidance lifts airline stocks, OpenAI vs. Anthropic, the chips in rally mode, diesel prices top $5/gallon.

 

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.