Squawk on the Street

Carl Quintanilla, Seema Mody, and David Faber broke down another morning of early pressure on the indices, with software stocks leading declines yet again. Hear market veteran Mohamed El-Erian's take on what he would do if he were a trader here - along with a deep-dive on how to 'AI-proof' your portfolio with one former Coatue director turned portfolio manager. Plus: If you can't beat them... Partner with them? Former Ford CEO Mark Fields joined the team to break down reports Ford is eyeing a possible joint venture with Chinese automakers... While David brought his own reporting around developments in the saga for Warner Bros. Discovery. 
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Carl Quintanilla, David Faber and Michael Santoli led off the show with continuing weakness in tech, software and other sectors in wake of fears about AI. Warner Bros. Discovery says it will restart deal talks with Paramount Skydance despite urging shareholders to back Netflix's takeover offer. Ford refutes reports that it has asked the Trump Administration to allow Chinese EV technology into the U.S. — hear what Ford executives told CNBC about what the automaker is doing when it comes to joint ventures. Also in focus: Amazon's nine-session losing streak, Apple's podcast push, the stocks rising on activism moves, Danaher to buy Masimo in a $10 billion deal, why "The Late Show" host Stephen Colbert is slamming CBS.

 
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Carl Quintanilla, Courtney Reagan, and Michael Santoli capped off a big week of volatility and earnings with a panel of market veterans: Moody's Mark Zandi and former Leuthold Group CIO Jim Paulsen, before a deep-dive into 2 of the morning's biggest reports - Airbnb & Roku, with the CEOs of both companies. Hear how Roku is bullish on AI's opportunity to drive down costs - and why the CEO of Airbnb says his company's built to ride the disruption. 
 
Plus: more on the day's biggest earnings reports - spanning Moderna's big earnings beat driving shares higher, to the tariff headwind slamming Pinterest shares. 
 
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Carl Quintanilla, Scott Wapner and Michael Santoli led off the show with market reaction to January CPI: Consumer inflation was tamer-than-expected. The anchors drilled down on the stocks and sectors impacted by AI fears. In the mix after Thursday's tech sell-off: Weakness in shares of Apple and Amazon, Applied Materials surges on earnings thanks to the AI boom.
Also in focus: A tale of two consumer sectors in February — staples surge while discretionary stocks slide, Rivian soars, the "surge in blowups," the "hedge America" trade, the anchors react to what Treasury Secretary Scott Bessent, Goldman Sachs CEO David Solomon and Airbnb CEO Brian Chesky told CNBC in eye-opening interviews.

 
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Carl Quintanilla, Sara Eisen, and David Faber kicked off the hour with a look at inflation - including a new alternative data source cited by the Treasury - ahead of tomorrow's CPI report. Citi Wealth's CIO joined the team with more on what it all could mean for markets, and possible rate cuts ahead... Before the team did a deep-dive on software: spanning the names worth buying here, according to a longtime veteran in the space (who's also in investor in Anthropic) - and what the AI buildout means for private credit as concerns grow over possible contagion risks... Goldman's Head of Corporate Credit is bullish as ever here. 
Plus: more on the day's biggest earnings reports - spanning exclusive commentary from the CFO of McDonalds, to what the street's saying about Cisco's numbers (as shares look for their worst day since April of last year). 
 
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