Jim and Jeff discuss the earnings beat by 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 market’s biggest headlines. Signup here: cnbc.com/morningtake 

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Carl Quintanilla, Jim Cramer and David Faber discussed the effect of tariff talk on markets. Thursday morning, President Trump posted on social media that his proposed tariffs on goods from Mexico and Canada will go into effect on March 4 -- and that China will be charged an additional 10% tariff on that same date. The AI trade also in the spotlight: Nvidia posted better-than-expected Q4 results, while Salesforce reported a Q4 revenue miss and issued weaker-than-expected guidance. Also in focus: "Fedspeak" on inflation by Kansas City Fed President Jeff Schmid, earnings movers including Snowflake, eBay, Warner Bros. Discovery and Paramount.

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Stocks rebounding after 4 days of back-to-back losses on the S&P and Nasdaq – Carl Quintanilla, Sara Eisen, and David Faber discussed the latest for stocks when it comes to earnings and news overnight that President Trump could target copper in his next round of tariffs. Charles Schwab’s Chief Investment Strategist Liz Ann Sonders broke down her outlook for stocks, as she points to growth concerns as a bigger driver than inflation here. Plus, the team broke down New Home Sales data top of 10. 

2 big CEO interviews this hour: Workday’s CEO as shares rise on a big earnings beat – plus, the Chairman & CEO of Eli Lilly talking the company decision to expand its manufacturing here in the US.

Also in focus: Tesla’s market cap falls below $1T – what’s driving the action; The numbers to watch when Nvidia reports results tonight; and Amazon’s Alexa product news.

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With the Nasdaq and S&P 500 each down four sessions in a row, Carl Quintanilla, Jim Cramer and David Faber covered all of the bases on tech: Everything from Tesla's valuation falling below $1 trillion -- to Nvidia's key earnings report due out after Wednesday's close of trading. Also in focus: Meta's AI data center strategy, General Motors' dividend hike and new stock buyback program, retail earnings from Lowe's and TJX, Eli Lilly unveils its U.S. expansion plan, what Robinhood CEO Vlad Tenev told Jim on "Mad Money" about the Trump administration.

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Jim and Jeff discuss this semiconductor stock ahead of its earnings. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake 

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Stocks under pressure as Tech stocks sell-off and the Nasdaq lags: Carl Quintanilla, Sara Eisen, and David Faber broke down the latest trade and tariff headlines to start the hour, alongside new Consumer Confidence data (registering its largest monthly decline since August 2021). Plus, what tighter trade restrictions on China could mean for markets and the semis – and a fresh read on the economy when it comes to corporate credit, according to the man advising America’s biggest companies on their multi-billion dollar financings, Goldman’s Jonny Fine. 

Also in focus: Home Depot breaking a 2 year streak of same-store sales declines – how to trade it, and what it could portend for later retail reports; Why the breakout in software stocks is fading; and a discussion of the AI trade with one NYU professor warning: “The revenue isn’t there yet – and might never come”

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Carl Quintanilla, Jim Cramer and David Faber drilled down on more weakness in tech: The Nasdaq falling into negative territory for 2025. 

Hear why Jim believes Nvidia is a "difficult" stock ahead of the company's earnings due out after Wednesday's close of trading. Elon Musk and DOGE in the spotlight: 

Government agencies give conflicting  guidance to federal employees about complying with Musk's demand for work accomplishment summaries. 

Also in focus: Home Depot's Q4 beat lifts housing-related stocks, Palantir extends its slide, Unilever ousts its CEO, Lilly's weight-loss drug price cut, Hims & Hers tumbles.

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Jim and Jeff discuss Microsoft after an analyst report from TD Cowen said the company is cutting spending on data centers. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake 

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Carl Quintanilla, Sara Eisen and David Faber began the hour by discussing the big week ahead for investors, as tech giant Nvidia gets set to report results. The desk also brought in Deirdre Bosa to discuss Apple’s expansion plans, announcing it will open a new factory for AI servers in Texas as part of a $500 billion investment in the U.S. Later in the show, Eamon Javers reported on the big DOGE demand pushback, after Elon Musk said government workers must detail their workweek or risk losing their jobs. Also in the mix; Mackenzie Sigalos detailed the largest crypto heist in history, involving $1.5 billion worth of digital assets.

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Carl Quintanilla, Jim Cramer and David Faber explored how investors should navigate the markets after Friday's sell-off – with the Dow and Nasdaq in negative territory 

since President Trump's inauguration. The anchors discussed Apple's $500 billion U.S. expansion plan -- which includes building an AI server factory in Texas -- 

and how Trump tariffs fit into the picture. Also in focus: Billionaire Steve Cohen joins the backlash against Elon Musk's DOGE, Microsoft refutes TD Cowen’s data center note, 

Warren Buffett's annual letter to Berkshire Hathaway shareholders, Starbucks layoffs, Palantir extends its one-week slide, Nike and cruise line stocks on the rise. 

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