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Jim and Jeff discuss buying more of Palo Alto. 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

Carl Quintanilla, Jim Cramer and David Faber led off the show by exploring the AI boom: Nvidia extends its rally after posting a blowout quarter and hitting a $2 trillion valuation on Friday. The anchors discussed what's on tap for the markets this week, as the Dow and S&P 500 aim to achieve fresh record highs. Also in focus: Warren Buffett's annual letter to Berkshire Hathaway shareholders along with the company's earnings and record cash hoard, Amazon enters the Dow, Walmart's 3-for-1 stock split goes into effect, Cramer held court at the CNBC Investing Club’s annual meeting on Saturday.

Jim and Jeff discuss the continued momentum of Nvidia. 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

The morning after the best day for stocks in more than a year, Carl Quintanilla and Jim Cramer discussed what to make of the markets' upward momentum: The Dow and S&P 500 jumping to new all-time intraday highs and Nvidia hitting a $2 trillion valuation for the first time -- overshadowing Fed officials continuing to stress holding off on rate cuts for now. The anchors reacted to Warner Bros. Discovery shares falling on a Q4 miss despite posting a streaming profit for 2023. Also in focus: Square parent Block and Carvana soar, upgrades and downgrades, White House sanctions against Russia, Reddit files to go public, Jim previews the CNBC Investing Club's Annual Meeting which takes place on Saturday. Squawk on the Street Disclaimer

Jim and Jeff discuss why this semiconductor stock ripping on yesterday’s earnings report. 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

Carl Quintanilla and Jim Cramer engaged in wide-ranging discussions about Nvidia's Q4 results and guidance handily topping analysts' forecasts thanks to the AI boom. The stock hit a fresh all-time high, sparking a Nasdaq rally and a new intraday record high for the S&P 500. Hear what Jim had to say about Nvidia CEO Jensen Huang versus Tesla CEO Elon Musk. Also in focus: EV makers Rivian and Lucid tumble, the 'Magnificent 7," Fed minutes follow-up, the DOJ names a new AI chief, Mondelez CEO Dirk Van de Put joined the program to discuss food inflation, the consumer and President Biden's attack on "shrinkflation." Squawk on the Street Disclaimer

Jim and Jeff discuss their earnings expectations for Nvidia. 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

Carl Quintanilla and Jim Cramer started the show by looking ahead to Nvidia reporting after the bell, a day after the stock suffered its biggest 1-day drop in 4 months. Another earnings mover the anchors hit was Palo Alto Networks. Shares of the stock plunged after the company pulled its full-year revenue, billings guidance. The company’s results sent other cyber names like CrowdStrike, Fortinet and Zscaler lower. Later that hour, Leslie Picker joined the show along with Brian Moynihan to discuss the state of the economy, rates and the recent volatility within the regional banks. Squawk on the Street Disclaimer

Jim and Jeff discuss this ‘Mag 7’ semiconductor stock ahead of its highly awaited earnings report. 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

Jim Cramer and Scott Wapner started the hour by breaking down quarterly results from two big retailers Walmart and Home Depot; both names topped earnings estimates but the stocks moved in opposite directions. The desk also hit the deal of the day, as Capital One announced that it will acquire Discover in a $35.3 billion all-stock-deal; shares of other payment companies like Visa and Mastercard moved lower on the deal news. Before the opening bells, Adobe CEO Shantanu Narayen joined the anchors on set for a first on CNBC interview to discuss his company’s new AI feature.

David Faber, Sara Eisen and Mike Santoli began the show by breaking down this morning’s PPI inflation report. The producer price index, a measure of prices received by producers of domestic goods and services, rose 0.3% for the month, the biggest move since August. The anchors also hit Nike, the latest firm to announce job cuts. The company said it would lay off 2% of its employees, more than 1,500 jobs, as part of a broader restructuring. After the bells, the desk hit a ton of earnings movers, including Coinbase. Shares of the crypto platform surged after posting a surprise profit for the first time in two years. Squawk on the Street Disclaimer

Carl Quintanilla, Sara Eisen and David Faber started the hour by discussing the batch of economic data this morning including retail sales and jobless claims; Retail sales tumbled 0.8% in January, much more than expected. The anchors then shifted to the tech sector, and hit Cisco’s latest quarterly results. The company lowered its fiscal 2024 outlook and also announced that it will cut 5% of its global workforce, amounting to over 4,000 jobs. After the opening bells, the desk also discussed a slew of 13F filings, including Warren Buffett’s Berkshire Hathaway trimming its massive stake in Apple. Squawk on the Street Disclaimer