Cramer's Morning Take: Nvidia 3/20/24

CNBC's Carl Quintanilla spoke with John Waldron, Goldman Sachs president and COO, at the Goldman Sachs Professional Investment Forum to discuss IPO markets, government spending, competition with China, and more.

Cramer calls this grocery stock ‘consistent’ after its monthly sales 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, Jim Cramer and David Faber led off the show with one of the beneficiaries of the AI boom:Chip designer Arm Holdings down sharply as lower-than-expected revenue guidance overshadowed a Q4 beat. What’s next for the AI trade? Warner Bros. Discovery posted a quarterly miss.The company's streaming bundle partnership with Disney also in the spotlight. Airbnb CEO Brian Chesky joined the programto discuss the company's earnings beat, guidance that weighed on the stock and launch of its "Icons" experiences. Also in focus: Affirm among the earnings bright spots, more monthly sales gains for Costco, Apple's controversial new iPad ad, Norfolk Southern CEO vs. activists.  Squawk on the Street Disclaimer

Cramer says more and more cracks are beginning to emerge in the stock market. 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 discussed a report that sent Tesla shares lower: According to Reuters'sources, U.S. prosecutors are examining whether the EV maker committed securities or wire fraud in their Autopilot probe.Shopify President Harley Finkelstein joined the program to talk about the company's Q1 earnings beat -- and the stock tumbling on guidance. The anchors also reacted to Reddit shares rising and Uber shares down sharply following the release of the companies’ respective quarterly results. Also in focus: Microsoft's $3.3 billion AI investment, Disney the morningafter its stock fell 9.5% post-earnings. Squawk on the Street Disclaimer

Carl Quintanilla, Jim Cramer and David Faber led off the show with shares of Disney sharply lower: A slight Q2revenue miss overshadowed an earnings beat and a surprise profit for Disney+ and Hulu. Jim explained why he believesthe selling of Disney shares was an overreaction. The anchors also reacted to Elon Musk's latest warning on AI in remarks delivered Monday night at the Milken Institute Global Conference in Los Angeles. Also in focus: Major indices aim to extend their daily win streaks, EVs in the spotlight as Tesla China sales fell in April, Apple's virtual iPad event and the road ahead for mega-tech stocks, earnings winners and losers. Squawk on the Street Disclaimer

Goldman Sachs CEO David Solomon discusses the company’s AI strategy, M&A, and company outlook.

Jim and Jeff break down turnaround trouble at this struggling coffee 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

Carl Quintanilla, Jim Cramer and David Faber led off the show with a look at Warren Buffett and Apple after the tech giant's Friday surge. The anchors reacted to comments Buffett made at Berkshire Hathaway's annual shareholder meeting on Saturday -- everything from his company trimming its stake in the iPhone maker to the "Oracle of Omaha" expressing fears about AI. At the Milken Institute's Global Conference in Los Angeles, David sat down with Apollo Global CEO Marc Rowan to discuss Paramount, private markets and campus protests. Also in focus: The stocks extending Friday's market rally, what to expect from Disney's earnings due out Tuesday morning, Howard Schultz's response to Starbucks' big Q2 miss. Squawk on the Street Disclaimer 

Jim and Jeff discuss their price target raise of 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  CNBC Investing Club Disclaimer