New comments from President Trump on potential tariff deals top of the hour – Carl Quintanilla, Sara Eisen, and David Faber broke down the latest from DC as a slew of companies warn of growing impacts and pull guidance. Alphabet’s better-than-feared results helping fuel gains for AI-related names as the Nasdaq leads the charge for yet another day – why Truist says buy the stock here. Plus: a breakdown of the semis, including Intel’s guidance cut and more with Trivariate’s Adam Parker who says the sector is primed for a rebound… And also: a deep-dive on the numbers sending T-Mobile shares sliding.

Other stories: Financials one of the worst performing sectors on the month – more on one part of the group that’s seeing gains; plus, fresh data on how the wealthy consumer is holding up, along with consumer confidence data to start the hour.

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With stocks in the midst of a three-day win streak, Carl Quintanilla, Jim Cramer and David Faber discussed the trade war and contradictory headlines on U.S.-China discussions. President Trump said he spoke with President Xi numerous times, but Beijing is refuting that comment when it comes to tariff negotiations. The anchors also reacted to tech earnings: Alphabet shares surged on a Q1 beat while Intel shares slumped on weak guidance. Hear what the chipmaker's new CEO Lip-Bu Tan said about his turnaround plan for the company.

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Cramer says he hasn’t lost confidence in this pharmaceutical stock.

Another morning of trade headlines (particularly out of China): Sara Eisen, David Faber, and Carl Quintanilla broke down the latest on a busy day of earnings and data. Exclusive comments from the CEOs of IBM and Pepsico - after results out of both names… Plus: Wedbush’s Dan Ives, who calls software the “safety blanket” in the storm here. Additionally within the hour: individual breakouts on new numbers from Comcast, Chipotle, Bristol Myers, and more.

Plus: A deep-dive on regulation under Trump 2.0 – in a wide-ranging interview with FTC Chairman Andrew Ferguson… spanning their cases against Uber/Meta/Amazon to how DOGE cutbacks might impact their work.

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After a two-day rally for stocks, Carl Quintanilla, Jim Cramer and David Faber discussed the markets digesting tariffs, the trade war and earnings.

Weaker consumer demand and tariff uncertainty impacting results and guidance from the likes of PepsiCo, Procter & Gamble and Chipotle.

Southwest Airlines CEO Bob Jordan joined the program to discuss the carrier cutting flights and withdrawing guidance. Also in focus: China denies

it is in ongoing trade talks with the U.S., Comcast earnings, chips rally, the Trump meme coin, what Netflix Co-CEO Ted Sarandos said about "saving Hollywood."

Disclosure: Comcast owns NBCUniversal, the parent company of CNBC.

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Cramer says watch this ‘very inexpensive’ industrial 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

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Carl Quintanilla, David Faber and Sara Eisen discussed the big surge in stocks, extending yesterday’s rally, on hopes that U.S.-China trade tensions could soon ease. President Trump also signaled that he is not planning to remove Federal Reserve Chairman Jerome Powell from his post as the central bank leader. The desk also discussed the big rally for Tesla, despite the company missing on both the top and bottom lines for its latest quarter. Also in the show: Sara Eisen sat down with the World Bank President, Ajay Banga.

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Carl Quintanilla, Jim Cramer and David Faber covered all of the bases as the markets surged for a second straight day, including the Dow aiming for another

1,000-point session. Catalysts ranging from President Trump saying he has "no intention" of firing Fed Chair Powell to the latest White House developments

on China tariffs. Boeing CEO Kelly Ortberg joined the program to discuss the jet maker's quarterly results that gave a big lift to the stock. Tesla shares also in rally mode

despite a big Q1 miss: Elon Musk said he plans to spend less time on DOGE. Also in focus: The AI trade and data centers, AT&T's customer gains and higher profits.

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