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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