SOTS 2nd Hour: PCE Breakdown, D.C.-Iran latest, & ServiceNow CEO's AI Warning 3/13/26

Cramer says this is an ‘exquisite’ moment to buy stocks. 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 24 hours between DC headlines and PCE data... Carl Quintanilla, Sara Eisen, and Michael Santoli kicked off the hour with the latest on both fronts, before discussing the implications for markets, traders, and the Federal Reserve. Plus: hear ServiceNow CEO Bill McDermott's huge warning when it comes to AI and youth unemployment, along with more on how Iran is changing the business of cybersecurity with the CEO of one beneficiary (Rubrik).    Elsewhere in the hour: former Defense Secretary Mark Esper joined the team with his expectations when it comes to possible escalation ahead.    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.

With the Iran war now into its fourteenth day, Carl Quintanilla and Jim Cramer explored how investors should navigate volatile stock and oil markets heading into the weekend. Cramer explained why "we're buying some stuff today for the Trust." Shares of Adobe down sharply after Shantanu Narayen announced he will step down as CEO once a successor is found — and stay on as chair. The anchors reacted to a raft of economic data, including PCE — the Fed's preferred inflation gauge. Also in focus: Meta reportedly delaying an AI rollout, financials and private credit woes, Micron and the memory chips rally, countdown to next week's Nvidia GTC AI conference.   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 the ramp up in cyberterrorism is good for this security stock. 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.

The Iran war/Mideast tensions effect: Carl Quintanilla and Jim Cramer discussed stocks down sharply and oil prices spiking on a day which saw Brent crude briefly top $100/barrel — the International Energy Agency said the world is facing the “largest supply disruption in the history of the global oil market.” In a CNBC Exclusive, Seema Mody and the anchors interviewed Palantir CEO Alex Karp about the Iran war, defense technology and the company's AI strategy.  Also in focus: Cramer's message on private credit and beaten-down shares of alternative asset managers, Oracle and Atlassian job cuts, Dollar General under pressure, reaction to Dick's Sporting Goods' earnings and guidance, Petco soars.   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.

The Iran war/Mideast tensions effect: Carl Quintanilla and Jim Cramer discussed stocks down sharply and oil prices spiking on a day which saw Brent crude briefly top $100/barrel — the International Energy Agency said the world is facing the “largest supply disruption in the history of the global oil market.” In a CNBC Exclusive, Seema Mody and the anchors interviewed Palantir CEO Alex Karp about the Iran war, defense technology and the company's AI strategy.  Also in focus: Cramer's message on private credit and beaten-down shares of alternative asset managers, Oracle and Atlassian job cuts, Dollar General under pressure, reaction to Dick's Sporting Goods' earnings and guidance, Petco soars.   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 cybersecurity stock should be up ‘far more.’ 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.

Carl Quintanilla, Sara Eisen, and Michael Santoli began the hour with a look at this morning's inflation report, and breaking headlines on the energy front. Longtime market veteran Chris Verrone discussed the market implications of it all - before the team dove into more on oil with one guest arguing we're seeing a "nightmare scenario" play out. Plus: hear Council on Foreign Relations President Emeritus Richard Haass give his take on what's needed for the Iran war to an end.   Also in focus: Oracle shares popping in the early trade after a strong report - Citi's Co-Head of Research broke down the numbers, and why he's raising his price targets here... and more on one bank's decision to rein in private credit lending, and mark down software portfolios.    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 and Jim Cramer delved into two big stories of importance to investors and consumers: With the Iran conflict sparking energy market volatility, the price of crude rose despite reports of International Energy Agency plans for a record release of oil from its strategic reserves. February CPI showed consumer inflation up 2.4% from a year ago — but the data had been collected prior to the Iran war. Oracle shares surged on a Q3 beat and raised revenue guidance. The anchors explored what it all means for the AI trade and the software "SaaS-pocalypse." Also in focus: Nvidia to invest $2 billion in Nebius, JPMorgan Chase limits private credit lending, Microsoft backs Anthropic's lawsuit against the Pentagon, Campbell's in the soup.   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 tells investors buying these two megacap tech stocks is ‘very right.’ 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.