Jim and Jeff discuss why they're buying more of this home improvement 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, Sara Eisen and David Faber broke down this morning’s blowout Jobs Report with Senior Economics Reporter Steve Liesman, alongside Chicago Fed President Austan Goolsbee, who says inflation remains sticky – so investors might need to wait for more rate cuts ahead.

The team also got the latest from California – with a live read from the ground in Altadena, alongside a check-in with one of California’s Fire Battalion Chiefs. Analysts out of JPMorgan now estimating the Palisades blaze could be the costliest fire in U-S history at more than $20B.

Plus: a deep dive on energy with the CEO of Constellation Energy, as those shares surge on a new deal announcement with Calpine – combining two of the country’s largest power generators amid surging demand.

Carl Quintanilla, Jim Cramer and David Faber explored market reaction to the stronger-than-expected December jobs report: The results sent stocks down sharply and yields higher on concerns the Fed might not cut rates later this month. Shares of Delta and Walgreens surged on the companies' respective earnings beats. Constellation Energy agreed to acquire Calpine for $16.4 billion in cash and stock, as tech companies seek power for their AI data centers. Also in focus: Elon Musk's "best case outcome" for DOGE federal spending cuts, big media players cancel their joint sports streaming venture, California wildfires impact.

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Carl Quintanilla, Sara Eisen and David Faber began the show with stocks in the red as higher yields continued to bite. Sara broke down the morning’s data – ADP & Jobless Claims – ahead of a big interview with Outgoing Treasury Secretary Janet Yellen, and the team discussed the road ahead for markets with Truist Wealth’s Co-CIO Keith Lerner (who says to bet on Tech here).

A key sector lagging? Big tech, primarily Nvidia. Wedbush still calls the stock a buy, and the analyst behind that call joined the broadcast to defend his price target. Also in focus: Palantir slides into correction territory, quantum computing stocks slump after new comments from Nvidia CEO Jensen Huang, and the state of commercial real estate with RXR Chairman Scott Rechler.

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Carl Quintanilla, Jim Cramer and David Faber led off the show with quantum computing stocks sliding by double-digits on comments made by Nvidia CEO Jensen Huang

at CES on Tuesday. But some names in the group remain up more than 1,000 percent over the past 52 weeks. The anchors also explored why another high flyer -- Palantir --

continues to fall from record highs. Also in focus: California wildfires force tens of thousands to evacuate, the 10-year yield jumps with inflation and tariffs in the spotlight,

AMD downgraded,vaccine stocks under pressure, eBay surges, Wall Street firms’ calls on obesity drug makers, Cleveland-Cliffs CEO fires back at U.S. Steel.

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Jim and Jeff discuss the rise of this semiconductor 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, Sara Eisen and David Faber began the show by discussing the key takeaways from Nvidia CEO Jensen Huang’s keynote at CES. His comments pushed the stock to a new record high before giving up some gains. The anchors also interviewed US Steel CEO, David Burritt on his decision to sue the Biden administration following the company’s failed merger with Nippon Steel. Also in the mix: the desk discussed the big tech downgrades of Apple and Tesla.

Carl Quintanilla, Jim Cramer and David Faber engaged in a wide-ranging discussion about Nvidia – and what CEO Jensen Huang said about AI in his keynote at the Consumer Electronics Show

in Las Vegas Monday night. Shares of the chip giant briefly hit a record high and surpassed Apple as the world's most valuable company. Speaking of Apple, the anchors reacted to MoffettNathanson downgrading

the stock to "sell." Also in focus: Meta scraps its third-party fact checking program and appoints UFC CEO Dana White to its board, snack stocks' multi-year slump, a barrage of Wall Street calls, "Merger Monday" movers.

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