Squawk on the Street

Carl Quintanilla, David Faber, and Sara Eisen kicked off the hour breaking down the tape with Senior Markets Commentator Michael Santoli - as stocks take a big leg lower in the early trade - before talking the road ahead in Iran with the Council For Foreign Relations President Emeritus, Richard Haass... and later in the hour: Department of Defense CTO Emil Michael. Another concern weighing on the markets? Private credit fears - as Blackstone makes headlines with record redemptions from one of its flagship funds. Hear COO Jon Gray pushback on the rumors - and discuss why he's still bullish on the space. 

 

Also this hour: Target CEO Michael Fiddelke - live with Sara from their Minneapolis HQ as the stock gains on strong guidance, and the company kicks off its investor day. How he's dealing with the volatility in geopolitics, prices, tariff refunds, and more... 

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Cramer says the Club bought a defensive growth stock and is ready to buy more. 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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Carl Quintanilla, Jim Cramer and David Faber discussed what investors should make of stock markets tumbling worldwide — and oil prices extending Monday's big rally -- on fears of a prolonged Middle East conflict, with the Iran war now in its fourth day. Private credit concerns also in the mix: Shares of alternative asset managers under pressure after Blackstone said its flagship private credit fund was hit by a surge in redemptions. Also in focus: More woes for software as MongoDB plunges, what JPMorgan Chase CEO Jamie Dimon told CNBC about the Iran conflict and inflation, travel stocks extend losses, the deal that sent one particular stock soaring by 60%, Best Buy and Target rise on earnings.

 

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Cramer breaks down the Club’s strategy as markets react to Iran strikes. 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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This hour:

Full coverage of the war in Iran by Carl Quintanilla, Sara Eisen, and David Faber - and the impact on global markets with a great line-up of experts. Hear from CNBC's own Michael Santoli and Rick Santelli... alongside Ian Bremmer from Eurasia Group, former Defense Secretary Mark Esper, market veteran Richard Bernstein, and Former Israel Ambassador to the U.S. Michael Oren. 

 

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