Carl Quintanilla, Jim Cramer and David Faber drilled down on catalysts for Wednesday's tech pullback: Alphabet posts a Q4 revenue miss and announces 

a $75 billion capex plan, AMD misses on AI data center revenue and China reportedly weighs a probe into Apple's App Store. In a CNBC exclusive, 

Uber CEO Dara Khosrowshahi joined the anchors at Post 9  to discuss his company's Q4 results, autonomous driving and the guidance that weighed on the stock. 

Also in focus: Disney's Q1 beat and streaming subscriber losses, earnings winners and losers -- including one stock that plummeted 35%.

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A mixed morning for stocks as China announces retaliatory tariffs on some American imports like oil – Carl Quintanilla, Sara Eisen, and David Faber broke down the latest, beginning the hour with a fresh read from the ground in Beijing and some economic data (Factory Orders & JOLTS). Charles Schwab’s Chief Investment Strategist gave her reaction to all the news - warning, “Tariffs delayed doesn’t necessarily mean tariffs canceled”. Why she’s forecasting potential pain – and higher inflation – ahead. Plus, a look at how retailers are preparing – and what it means for prices.

Also a busy morning for earnings: Palantir shares surging on AI demand - why Jefferies is sticking by its sell call; More on Diageo results as the stock hits 2020 lows; What PepsiCo CEO thinks of tariffs – and quarterly results; And the biopharma breakdown after new numbers out of Merck and Pfizer

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Carl Quintanilla, Jim Cramer and David Faber explored the potential impact of China's retaliatory measures against the U.S.,  after President Trump's 10% tariffs on Chinese goods 

took effect early Tuesday morning. Palantir shares soared after AI demand fueled better-than-expected Q4 results and guidance. The anchors reacted to what Palantir CEO Alex Carp 

said on his company's earnings call about the Elon Musk/DOGE "disruption." Other earnings movers: Shares of Merck, Estee Lauder and PayPal take a hit -- while Spotify surges.

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Stocks selling off after President Trump announced new – and wide sweeping – tariffs on Canada, Mexico, and China… But new as of the 10AM ET hour: Mexico’s tariffs will be delayed for a month. Carl Quintanilla, Sara Eisen, and David Faber broke down what it all means for stocks, yields, and the Fed’s path for rates. Tariff talk within: Why one Canadian auto parts supplier says vehicle production could “grind to a halt”; Goldman’s Chief U.S. Equity Strategist forecasting tariffs could hit S&P earnings as much as 2-3%; The top U.S. states that could benefit – or feel the pinch – of trade swings; and the latest out of CNBC’s exclusive Fed Survey on potential market impacts

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Throughout the hour, Carl Quintanilla, Jim Cramer and David Faber discussed what investors should make of Monday's global market sell-off --  sparked by President Trump's executive order to impose tariffs on goods from Canada, Mexico and China. Shares of automakers,  tech companies and alcoholic beverage makers among those taking a hit.  Also in focus: Elon Musk's access to the Treasury Department's payments system, Nvidia and DeepSeek, what legendary investor Paul Tudor Jones told CNBC about the markets.

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Jim and Jeff discuss the earnings report from this mega cap tech 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, Sara Eisen and David Faber started the show by looking ahead to President Trump’s planned 25% tariffs on Mexican and Canadian goods, set to take effect on Feb. 1. The desk then brought in CNBC’s Steve Liesman, along with Chicago Fed President Austan Goolsbee to discuss this morning’s PCE report as well as the economic implications of the tariffs. Later in the show, Wedbush analyst Dan Ives explained why he’s so bullish on Apple AI strategy following the company’s latest quarterly results. Also in the mix; Seema Mody reported on what to expect from President Trump’s meeting with Nvidia CEO Jensen Huang .

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Carl Quintanilla, Jim Cramer and David Faber led off the show with shares of Apple rising on better-than-expected quarterly results and revenue guidance -- 

despite an iPhone sales miss, hurt by a slump in China. President Trump and Nvidia CEO Jensen Huang expected to hold a Friday meeting at the White House. 

Vertex Pharmaceuticals CEO Reshma Kewalramani joined the program to discuss FDA approval of her company's non-opioid painkiller -- marking the first time in decades

that the U.S. has approved a new type of pain medication. Also in focus: The Fed and PCE, Trump tariffs deadline watch, Chevron and Exxon Mobil earnings, D.C. plane crash investigation.

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Carl Quintanilla, Sara Eisen and David Faber began the show with Eamon Javers, who joined from Reagan Washington National Airport with the latest updates from the tragic on-air collision involving a passenger jet and an Army helicopter. The anchors then shifted to the latest big tech results from Microsoft, Meta, and Tesla with Apple set to report after the bell. Also in the mix; the desk monitored RFK Jr.’s 2nd day of Seante confirmation hearings to become the country’s next HHS Secretary.

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Carl Quintanilla, David Faber and Sara Eisen led off in-depth coverage of Wednesday night's tragic collision involving an American Airlines jet and an Army helicopter near Reagan Washington National Airport. Southwest Airlines CEO Bob Jordan offered his perspective on the crash as well as his company's quarterly results. The anchors also discussed market reaction to earnings from three of the "Magnificent 7": Meta, Microsoft and Tesla. Also in focus: An OpenAI executive talks about the startup's future in wake of DeepSeek, Fed aftermath, Caterpillar and UPS join the earnings parade. 

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