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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Jim and Jeff discuss what could be behind the dip in this food retailer. 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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Description: Carl Quintanilla, Morgan Brennan, and David Faber discussed the latest for stocks on another morning seeing selling: the Dow, S&P, and Nasdaq all on pace to end the week in the red. United Health a big drag across indices on news of a potential probe from the DOJ – the team broke down the latest there to kick off the hour. Plus, why Edward Jones Senior Investment Strategist sees no recession in sight, and new data when it comes to housing and the consumer. 

2 CEOs joined Squawk on the Street this hour: Visa’s Ryan McInerney with his outlook following the company’s investor day, and IMAX’s CEO broke down demand trends in China. 

Also in focus: comments from OpenAI’s CFO at the FII Summit in Miami; the SEC dropping its case against Coinbase; Musk wants to audit the Federal Reserve; and a look at why Celsius shares are surging. 

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Carl Quintanilla and Jim Cramer kicked off the show live from the NYSE, with co-anchor David Faber still in Miami for the FII Priority Summit in Miami. The anchors began the show with UnitedHealth shares sliding following a report that the DOJ is investigating the company’s Medicare billing practices. The news impacted other names in the space like Cigna, CVS Health, and Humana, which all moved lower in sympathy. The desk also hit some of the big travel names on the move including Booking Holdings, which rallied on its latest numbers. Also in the mix; the group discussed Elon Musk’s appearance at CPAC, where he said he was thinking of auditing the Fed. 

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Carl Quintanilla and Michael Santoli broke down another volatile morning for stocks as the Dow, S&P, and Nasdaq all took a leg lower. Walmart a big drag across indices post-results after guidance came in below estimates – the team broke down fresh comments from the company’s CFO with UBS Analyst Michael Lasser, who still calls the stock a buy here. 

Plus - from DOGE checks to tax cuts, the desk got the latest from Washington – as Citi’s Chief Equity Strategist warns there’s more risk than reward when it comes to Trump’s policies, at least in the near term. 

Also within the hour: Carvana’s CEO breaks down results sending shares lower, Eli Lilly’s next big bets (and they’re not weightloss drugs) and Oracle’s CEO - live from the Future Investment Institute’s Priority Conference in Miami with her outlook for AI. 

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Carl Quintanilla and Jim Cramer kicked off the show live from the NYSE, with co-anchor David Faber joining live from the FII Priority Summit in Miami. The anchors hit the morning’s biggest earnings movers starting with Walmart. The major retailer topped earnings and revenue estimates for its fiscal fourth quarter, but said its profit growth will slow in the current fiscal year. Another big name to watch was Alibaba, after shares of the company surged on strong results, with the stock now up 60% year-to-date. Later in the hour, Faber brought in OpenAI CFO Sarah Friar, in her first interview since Elon Musk made an $97.4 billion unsolicited bid for OpenAI.

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Jim and Jeff discuss why they bought more of this industrial 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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