SOTS 2nd Hour: U.S. Treasury Secretary LIVE, Fed Decision Predictions, & Altimeter's Brad Gerstner 1/28/26

Cramer says this tech giant’s stock ‘should be bought’ post-earnings. 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.

President Trump finally announcing his pick for Fed chair: Kevin Warsh. Carl Quintanilla, Sara Eisen, and David Faber are all over the news this hour - with a deep-dive spanning his public comments as Fed governor back in 2008, to more on what it means for stocks with Apollo Global's Chief Economist. Plus: 2 Wall Street veterans who have worked with Warsh also gave their take - before the team caught up with one guest who was even seen as a front-runner in the race previously, NEC Director Kevin Hassett. Also in focus: what's driving Sandisk shares surging, Chevron's CEO on the company's fate in Venezuela, and why Apple shares are falling post-results despite strong iPhone sales.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 a long-awaited decision from President Trump: He named Fed governor Kevin Warsh as his pick to succeed Jerome Powell as Fed chair. The anchors explored market reaction to the news, as well as what a Warsh-led Fed could mean for rate policy and investors. Apple shares failed to get a lift despite a Q1 earnings beat and strong iPhone sales. Hear what Jim had to say about investing in Apple now. Chevron CEO Mike Wirth joined the program to discuss the energy giant's better-than-expected quarterly results and reviving oil production in Venezuela.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 explains why this tech giant’s stock rose post-earnings. 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.

Tech the story of the day with key reports out of: Meta, Microsoft, Tesla, & IBM... Carl Quintanilla, Sara Eisen, and David Faber broke down all 4 reports - with key color this hour from some of the street's top analysts, a former Tesla Board Member, and even the CEO of IBM himself. Plus: stocks selling off as the first hour of trading rolled along - the key movers to watch, what's driving declines in software, and more with CFRA's Chief Investment Strategist. 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 engaged in a wide-raging discussion about better-than-expected quarterly results from "Magnificent 7" tech giants Meta Platforms, Tesla and Microsoft. Shares of Meta surged as its plans for AI overshadowed concerns about a boost in capex. Tesla also saw its shares rise: The anchors reacted to the electric vehicle maker's decision to shelve the "Model S" and "Model X" — and shift toward producing robots. Microsoft shares tumbled on slowing cloud growth and a boost in AI spending. Honeywell CEO Vimal Kapur joined the program to discuss earnings, AI and the company's spin-off strategy. Also in focus: IBM and Caterpillar among the earnings winners, gold and silver hit new all-time highs.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.

A big day in Washington D.C. as the Treasury Department hosts its "Trump Accounts Summit"... Where the President is slated to speak later this morning. Sara Eisen is live on the scene this hour - alongside David Faber and Carl Quintanilla at the New York Stock Exchange. Hear from the U.S. Treasury Secretary himself, Scott Bessent, in a wide-ranging deep-dive to start the hour - before Altimeter Capital Founder & OpenAI investor Brad Gerstner also joined the broadcast.     Plus: one longtime market veteran joined the team with his expectations around today's Fed decision - while David and Carl broke down today's biggest movers, from Softbank to AT&T.   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 don’t sell this coffee giant’s stock yet. 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, Jim Cramer and David Faber discussed what to make of the S&P 500 hitting the 7,000 level for the first time. The broader market index was propelled past that milestone by the AI trade, as results from ASML helped to spark a jump in semiconductor stocks and tech overall.  The rally sets the stage for after-the-bell earnings from three of mega-tech's "Magnificent 7" — Microsoft, Meta and Tesla. The anchors also explored what to expect from Wednesday's Fed decision on rates and the path ahead for monetary policy. Also in focus: Amazon to cut 16,000 additional jobs, Starbucks among the earnings winners, sources tell David that SoftBank is close to investing an additional $30 billion in OpenAI, President Donald Trump's weaker dollar message, First Lady Melania Trump rings the opening bell at the NYSE.   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 don’t sell this stock because it could reach $200 per share. 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.