SOTS 2nd Hour: Iran Investor Headlines, Goldman's Credit Expert, & A Sora Subject? 3/25/26

President Trump warning Iranian negotiators to "get serious soon, before it is too late" - as Iranian officials tell Reuters that U.S. proposals lack the minimum requirements for success... Sara Eisen and Michael Santoli broke down the latest headlines on the war this hour and what it means for stocks with market veteran Dan Greenhaus, before former Trump National Security Advisor H.R. McMaster joined the team with more on how the conflict could play out. Plus: hear from the President himself - live from a cabinet meeting of top officials including Vice President Vance, Defense Secretary Hegseth, & Treasury Secretary Bessent that kicked off this hour. 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.

Cramer says this undervalued stock is a leading indicator for oil futures. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market’s biggest headlines, analyst calls and holdings in the Charitable Trust – and see up close how they decide when, and if, to take action on stocks. Sign up 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.

Jim Cramer and Sara Eisen discussed the impact Iran war developments are having on the markets, as stocks try to overcome higher crude oil prices. The anchors also discussed what has been a rough March for Meta: It's the worst performing Magnificent 7 stock month-to-date — and the tech giant suffered legal defeats in landmark cases involving child safety. Hear what Cramer said about Wall Street being in denial when it comes to this market environment. Also in focus: Shares of Micron and its memory chip rivals extend losses, private credit problems hit Jefferies' earnings, Qualcomm downgraded, market bright spots, stocks Jim says you should avoid. 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.

Another morning of rapid developments in Iran: Sara Eisen and Michael Santoli discussed what investors need to know, along with market implications for stocks, commodities and even mortgage rates. Is the easing of tensions in the Middle East for real? Former Israel Ambassador to the U.S. Michael Oren gave his take on the reported peace plans - and if Israel would be on board. Plus: Goldman credit expert Jonny Fine joined the team with a read on private credit concerns - and why they haven't had a contagion effect just yet.  Elsewhere this hour: details on why OpenAI is ditching its Sora video app, what's sending shares of $ARM surging, and how the Trump Administration should be regulating prediction markets - with one expert arguing too many rules could stifle "the societal benefits that come from speculation". 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 Cramer and Scott Wapner explored stocks rising and crude oil prices falling on a report stating Iran has received a 15-point plan from the U.S. to end the war. An Iranian state news agency said Tehran has rejected a ceasefire. The anchors discussed Jim's "Mad Money" interview with OpenAI CFO Sara Friar: She told Cramer the company has raised additional money to bring its funding round past $120 billion — and explained why the AI startup is shutting down its Sora video app. Also in focus: Memory chip stocks under pressure as Micron shares extend their post-earnings losing streak, JPMorgan Chase CEO Jamie Dimon on AI and jobs, Arm Holdings soars on plans to build its own chips, mega-tech playbook, Robinhood jumps on stock buyback plan.   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.

Cramer says he’s tempted to buy this software giant despite its weak performance. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market’s biggest headlines, analyst calls and holdings in the Charitable Trust – and see up close how they decide when, and if, to take action on stocks. Sign up 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.

Fresh data on labor costs and productivity, more Iran headlines, and private credit concerns dominating the early action: David Faber and Sara Eisen kicked off the hour with the latest - and broke down the global picture with Former UK Treasury Minister & once Goldman Sachs Asset management Chairman Jim O'Neill - before diving into growing recession concerns out of Moody's with their Chief Economist. Plus: hear from the CEO of United, live from their media day in a wide-ranging interview spanning consumer trends to where he thinks prices are headed. Also in focus: exclusive reporting from Faber around Ares and Apollo's decision to limit withdrawals from some private credit funds, along with his read on headlines Jefferies could be looking to sell. 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 Cramer and David Faber discussed stocks falling and crude oil prices rebounding — one day after President Trump's comments on Iran sparked the biggest daily gain for the major indices since early February. Another rough day for shares of alternative asset managers: Apollo Global Management and Ares Management became the latest firms to limit private credit fund withdrawals. Also in focus: OpenAI on Microsoft, sources tell David that Jefferies is not interested in selling itself, Chevron CEO Mike Wirth on Iran war impact, Nvidia's AI dominance, "Faber Report" on Nelson Peltz's Trian and General Catalyst raising their offer to acquire Janus Henderson.   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.

Cramer breaks down what this tech giant needs to move higher. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market’s biggest headlines, analyst calls and holdings in the Charitable Trust – and see up close how they decide when, and if, to take action on stocks. Sign up 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.

A busy morning for headlines around Iran as President Trump signals possible de-escalation ahead: David Faber and Sara Eisen broke down new comments to reporters by the man top of the hour, before diving into market implications with market veterans including Rockefeller's Ruchir Sharma & tech investor Dan Niles. Plus: hear Energy Secretary Chris Wright's first reaction to the headlines - and where he sees prices going from here.  Also this hour: an inside look at the battle over the weightloss drug market - with one dark horse betting big on pill adoption; and details on an activist investor jumping into Synopsys.    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.