Carl Quintanilla, Jim Cramer and David Faber covered all of the bases on inflation and Wednesday's market rally: Stocks surged and yields fell after the December Consumer Price Index's core rate came in tamer than expected. Earnings beats from JPMorgan Chase, Wells Fargo, Goldman Sachs and Citi also fueled investor sentiment. Quantum stocks partied like it's 2024, surging on comments from Microsoft after a rough start to the year. Also in focus: Supreme Court-TikTok watch, California wildfires, Cramer sounds off on the Commerce Department's new rule to curb AI chip exports to China.

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 and David Faber began the hour by breaking down the cooler than expected PPI print, which sparked a market rally. BMO Capital’s Brian Belski also joined the program to discuss why he’s still bullish on the markets going forward. Later in the hour, Leslie Picker previewed the financial earnings on deck and the impact behind JPMorgan’s leadership change, with COO Daniel Pinto announcing that he will retire at the end of next year. Also in the mix: Sara Eisen was live from the NRF Big Show for an interview with Lululemon CEO, Calvin McDonald.

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 led off the show with market reaction to wholesale inflation data: The December Producer Price Index came in cooler than economists' forecasts. The anchors also discussed China reportedly weighing a sale of TikTok's U.S. operations to Elon Musk. At the J.P. Morgan Healthcare Conference in San Francisco, Jim interviewed Eli Lilly CEO David Ricks about the company's latest guidance and road ahead for its weight loss drugs. Also in focus: "Magnificent 7" movers, KB Home beats, Signet Jewelers plunges, the California wildfires effect. 

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 broke down a big week ahead as another earnings season begins - and the street prepares for fresh inflation data later on. Barclays’ Head of US Equity Strategy laid out where he sees risk ahead, plus one bank CEO defended his bull case – and top picks – for the financials.

Also in focus: Tech & Tiktok. Nvidia shares falling on new AI-related export controls from the Biden Administration, while Apple shares fell into correction territory on a tough report around iPhone sales. Plus, Meta’s Mark Zuckerberg not mincing words about Apple with Joe Rogan – we bring you the highlights. Former FCC Chairman Ajit Pai joined the team to discuss it all, and the path ahead for TikTok given a possible ban. 

Finally: the latest on those California wildfires, with a live read from the ground in Altadena – and one developer’s take on everything that could change in the rebuilding process, from permits to construction materials. 

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 explored what to make of tech sector weakness following Friday's sell-off. The anchors also reacted to comments Mark Zuckerberg  made on Joe Rogan's podcast. The Meta CEO slammed Apple and weighed in on "masculine energy." At the J.P. Morgan Healthcare Conference in San Francisco, Jim discussed his CEO lineup for Monday's night's "Mad Money" as well as the challenges facing the health care sector. Also in focus: Johnson and Johnson to acquire drugmaker Intra-Cellular Therapies for $14.6 billion, Moderna plunges on weak 2025 sales guidance, California wildfires impact, sources tell David that Cleveland-Cliffs is partnering with Nucor in a potential bid for U.S. Steel.

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.

Jim and Jeff discuss why they're buying more of this home improvement 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 

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.

Carl Quintanilla, Sara Eisen and David Faber broke down this morning’s blowout Jobs Report with Senior Economics Reporter Steve Liesman, alongside Chicago Fed President Austan Goolsbee, who says inflation remains sticky – so investors might need to wait for more rate cuts ahead.  

The team also got the latest from California – with a live read from the ground in Altadena, alongside a check-in with one of California’s Fire Battalion Chiefs. Analysts out of JPMorgan now estimating the Palisades blaze could be the costliest fire in U-S history at more than $20B.  

Plus: a deep dive on energy with the CEO of Constellation Energy, as those shares surge on a new deal announcement with Calpine – combining two of the country’s largest power generators amid surging demand.  

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 explored market reaction to the stronger-than-expected December jobs report: The results sent stocks down sharply and yields higher on concerns the Fed might not cut rates later this month. Shares of Delta and Walgreens surged on the companies' respective earnings beats. Constellation Energy agreed to acquire Calpine for $16.4 billion in cash and stock, as tech companies seek power for their AI data centers. Also in focus: Elon Musk's "best case outcome" for DOGE federal spending cuts, big media players cancel their joint sports streaming venture, California wildfires impact.

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 began the show with stocks in the red as higher yields continued to bite. Sara broke down the morning’s data – ADP & Jobless Claims – ahead of a big interview with Outgoing Treasury Secretary Janet Yellen, and the team discussed the road ahead for markets with Truist Wealth’s Co-CIO Keith Lerner (who says to bet on Tech here). 

A key sector lagging? Big tech, primarily Nvidia. Wedbush still calls the stock a buy, and the analyst behind that call joined the broadcast to defend his price target. Also in focus: Palantir slides into correction territory, quantum computing stocks slump after new comments from Nvidia CEO Jensen Huang, and the state of commercial real estate with RXR Chairman Scott Rechler.

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 led off the show with quantum computing stocks sliding by double-digits on comments made by Nvidia CEO Jensen Huang 

at CES on Tuesday. But some names in the group remain up more than 1,000 percent over the past 52 weeks. The anchors also explored why another high flyer -- Palantir -- 

continues to fall from record highs. Also in focus: California wildfires force tens of thousands to evacuate, the 10-year yield jumps with inflation and tariffs in the spotlight, 

AMD downgraded,vaccine stocks under pressure, eBay surges, Wall Street firms’ calls on obesity drug makers, Cleveland-Cliffs CEO fires back at U.S. Steel.

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.