After an early morning head fake, stocks are back to selling off. We have team coverage from all angles.Plus, National Economic Council Director Larry Kudlow joins us with his take on the markets, coronavirus fears, falling rates and more.And as rates continue to fall, refinance applications have jumped 160%. The big question is, can banks handle the volume? We take a look.

Dow plunges 1000+ points as coronavirus fears spread around the world…just how much pain could be ahead.Crude oil prices fall 5% as travel, transportation and manufacturing all get hit by virus… why oil will continue to react the worst.Retailers falling, with names like Tapestry and Nike getting hit the hardest thanks to China exposure…a top analyst reveals where he’s finding opportunities.

Squawk Pod is a daily, guided curation of the top moments and takeaways from CNBC’s flagship morning show, “Squawk Box,” anchored by Joe Kernen, Becky Quick and Andrew Ross Sorkin. Each day, the podcast includes news making interviews, perspective and analysis from iconic guest hosts, and slices of debate and discussion—from the heated to the hilarious— all wrapped with exclusive context and color from Senior Producer Katie Kramer. Listen in to today’s episode and subscribe to the podcast today.Warren Buffett—the world’s most high-profile investor—sits down with Becky Quick at the Berkshire Hathaway headquarters in Omaha, Nebraska days after writing his latest annual letter to shareholders. Buffett weighs in on Mike Bloomberg’s bid for the Presidency and Berkshire Hathaway’s 5.6% stake in Apple. (And, he just graduated from a flip phone!) The 89-year old investor also shares the best time to buy stocks—even during the coronavirus outbreak. Plus, in a conversation exclusive to Squawk Pod, the Oracle of Omaha reveals what’s on his podcast feed and his unorthodox strategy for settling meal checks with fellow billionaire Bill Gates.

ViacomCBS shares have plunged this year as the cable giant struggles to keep up with the cord-cutters. Will its new offerings spell success? A top analyst weighs in.Elon Musk’s SpaceX is looking for massive funding and it could send its valuation to the moon.The Nevada Democratic caucuses are tomorrow—whether its tech be ready or if it will be a repeat of Iowa.

Morgan Stanley is buying E*Trade in a $13 billion deal, the largest since the financial crisis… why Morgan wants it and what it means for retail investors.2016 was the year of political ads on social media, but in 2020, the ads are moving to streaming services…which presents a big problem for regulators. We discuss.And you know NIMBY, meet YIMBY…the movement gaining steam in California as more people are priced out of the housing market.

If you take the big tech companies out of it, earnings growth is at zero. So is this market too top-heavy? We debate.Mike Bloomberg makes his much anticipated debut at tonight’s presidential debate. His campaign co-chair joins us with what we should expect.And Bed Bath & Beyond’s new CEO says decluttering the store could be key to more sales. Is he right? That’s ahead in Rapid Fire.

Apple is the latest company to warn about the coronavirus’ impact on its bottom line, saying it doesn’t expect to meet its March quarter revenue guidance…how much more pain is ahead.Former Office Depot CEO Steve Odland has a jobs warning.Michael Bloomberg unveils his left-leaning plan to regulate Wall Street.And drama plays out in the pages of the Financial Times between Mark Zuckerberg and George Soros.

As the Dow inches closer to the 30 thousand milestone, investors are pouring into bonds at record levels. We’ll tell you why.Plus, a terrible investment. That’s what T. Rowe Price is saying now about its involvement with WeWork. A look at what’s next, and whether there are more shoes to drop.And is Facebook really the world’s greatest copycat? Or the worst? We debate.

Dow 30k? We’re within shooting distance of that major marker but Berkshire’s Charlie Munger has a major warning for this market. We’ll tell you what it is.Tesla taps the market. We’ll tell you why shares are higher on news that Tesla will issue more stock.Mapping an outbreak…meet the CEO and Doctor whose company provides the technology to do just that. She joins us with a look at how it works and the agencies relying on it in the coronavirus outbreak.Plus, Mike Bloomberg is turning to Internet meme-makers to promote his campaign. Brilliant strategy or money misdirected? We debate.

The Dow, the S&P and the NASDAQ all set new record intraday highs today. We’ll look at the catalyst behind the rally and whether anything can bring it down.Plus, retail is one of the sectors most exposed to supply chain disruptions from the Coronavirus. We’ll rank who’s most vulnerable, who could see some impact, and who’s best positioned to withstand the fallout. And Bed Bath & Beyond sinking after warning on same-store sales. The CEO calls it short-term pain but could this company be beyond a turnaround? We debate.

Fed Chair Jerome Powel says the economy is resilient but he warns of risks from the coronavirus. We take a closer look at his testimony on the hill and the President’s response to what he said.Plus, the fallout from the Coronavirus is showing up in several retailers’ quarterly results. The names and how much it’s costing them.And, if you think American’s appetite for more apps and services to stream content has peaked, new data suggests otherwise. We have the details.

Travel and tech, retail and restaurants, autos and airlines….we look at how industries are trying to minimize the impact of the Coronavirus.We’re getting warning signs from the bond market…is the stock market underestimating the coronavirus impact?Plus, L Brands’ wings may soon get clipped but the stock’s taking flight. We have the latest on the company’s Victoria’s Secret brand nearing a sale.And, there’s one stock that has become critical to the markets. We’ll tell you the name and what makes it so important. 

Another blowout jobs report…Labor Secretary Eugene Scalia joins us for more on who’s hiring, who’s firing and why wage growth overall is still anaemic.Plus, Biotech company Illumina is playing a key role in understanding, and managing, the Coronavirus. The company’s Chief Medical Officer joins us with what they’re doing and where things stand.And, a look at the anatomy of the Tesla rally and why that rally may not last.

Stocks shrugging off coronavirus fears and back at record highs…where the buying opportunities are. IPO whoa!…Casper starts trading on a high note after its valuation was cut, while two biopharma names look solid.What happens when Chinese tourists stop traveling? A look at the economic impact.Plus…Twitter on a tear, Peloton spins out and a DNA dilemma in today’s Rapid Fire.

A blowout jobs report, a potential breakthrough in containing the coronavirus and a new Trump bump. All these factors are powering the market higher this week but can the good times last?Tesla’s massive rally hits the pause button. Are investors taking profits or are concerns about valuations seeping in?Is Macy’s strategy of getting smaller key to bigger things ahead or a sign of trouble? We debate.Plus…Casper is slashing its IPO price as questions swirl about its strategy for the future. We’ll unbox it all.

Tesla shares soaring again today. A look at what’s behind the move, and how many billions Elon Musk is now worth.Chaos at the Caucus…how Iowa’s dream of playing a pivotal role in the 2020 primary has become a nightmare for Democrats.The CEO of Royal Caribbean joins us to break down the impact of the coronavirus and how his company is mitigating risk.Plus, can Disney keep the magic going? A look at what to expect from earnings.

Stocks pare gains as coronavirus cases increase, what it means for your money—and where the dip presents opportunities.Michael Bloomberg unveils his $5 trillion tax plan…which could increase his own tax bill.Plus, Zuckerberg’s harsh words, the most impactful Super Bowl ads…and vegans are angry at Burger King. That’s all in today’s Rapid Fire.

A big selloff on Wall Street as investors grow more cautious about the potential impact of the coronavirus. We look at the sectors most impacted.Some of the major U.S. carriers suspending flights to China…we have the details.Plus, a look inside Regeneron’s laboratory where the race to develop a drug for the Coronavirus is on.

There are now six cases of coronavirus in the US, and more than 8200 worldwide. We’ll discuss the impact on individual companies and your money.Tesla soaring on a big earnings beat…but Elon Musk sees room for improvement.Citi launching a robo-advisor and it could have a leg up on the competition. We’ll tell you why.Plus, Altria whiffing on fourth quarter revenues… how its big bet on Juul is costing big bucks.

It’s the first fed decision of the decade and the main thing to watch isn’t interest rates. We’ll explain.Apple had a blowout quarter but there is one concern that CEO Tim Cook raised that caught investors’ attention. We’ll tell you what it is.Starbucks beating on earnings but cautioning that the Wuhan Virus could change the company’s 2020 outlook.Plus, Boeing’s CEO says the 737 Max is “safer than the safest airplane flying today.” A look at what else he shared with CNBC.

Stocks rebound as confidence returns and investors turn their focus to earnings but can that keep this turnaround going?Could the Coronavirus have a bigger impact on business than tariffs or the trade war? One executive says supply chains could be disrupted for months.Losing appetite for Beyond Meat…one big bank is telling investors it’s time to “head for the sideline again.”Plus, Harley reports its 12th consecutive quarter of sales declines in the U.S. Is this a Harley problem or a consumer and motorcycle problem? We debate.

Stocks under pressure as the Wuhan virus spreads…will it have a major long-term impact or are investors simply looking for a reason to sell? We discuss.Coffee, casinos and cruises…the three sectors and one under-the-radar stock selling off today on coronavirus fears.Plus, it’s T-6 days until Super Bowl 54 and the stadium where the Chiefs are set to face off against the 49ers is facing a real threat from climate change…how pro sports are dealing with changing weather.

Are we in an irrational bull market? Bank of America says yes. We debate.Big changes are coming to the way your credit score is calculated. We’ll tell you who could get a bump and why some may not be so happy with the changes.Mike Bloomberg isn’t just flooding the airwaves with campaign cash, he’s also doling out big bills to get people to join his team. We’ll show you what kind of perks he’s offering to woo workers.Plus, it’s not a boarding house, it’s co-living in luxury, and it means big business for one start-up.

Investors are piling into bonds. We’ll have a closer look at what that’s telling us about stocks.Goldman Sachs’ CEO has a new message for any company who wants its help with an IPO…get diverse. Will other banks follow suit?The Coronavirus travel impact…from the big hotel names to cruise lines, a look at who could be impacted the most.Plus, how SmileDirectClub is reportedly silencing customers who are not happy with its product.

The Boeing CEO holds a conference call where he remains confident in the 737 Max and maintains the company’s dividend. A top analyst weighs in on how the Max grounding impacts the airlines...and which US carrier has a clear advantage. And ,China’s new virus has killed 17 people and sickened more than 500...an infectious disease doctor tells us how big a risk it is to Americans. Plus, in today’s Rapid Fire...Netflix changes its viewership metrics and Saudi Arabia might be behind a hack of Jeff Bezos‘ phone.

Two market gurus sound the alarm on one market metric. We look at what it is and if they’re right. The competition is growing and Netflix is feeling the pressure. What to expect from earnings and whether Netflix should give in and finally embrace the AD model. Shares of Luckin Coffee are on a tear, and a top analyst says there is more room to run. He joins us to make his case.Plus, a closer look at the scandal involving Best Buy’s CEO.

Alphabet is the latest company to reach a one trillion dollar market cap…what that could indicate for the markets.Presidential candidate Andrew Yang weighs in on everything from the economy to Jeff Bezos.And manufacturers are facing a persistent and widespread problem…how they’re ready to spend to remedy the skilled labor gap.

Wall Street may have liked the trade deal but many small businesses aren’t sold. We will tell you why.Another day, another all-time high…are investors trading on fundamentals or could this just be a fed-fueled rally?Home remodeling expected to slow this year. We look at why, and the stocks that could be impacted the most.Plus, is Signet a diamond in the rough in the jewelry space?

President Trump and the Chinese trade delegation signing phase one of the trade deal…what that means for your money.China agrees to purchase more US energy as part of that deal…we hear from the CEO of Tellurian, a natural gas company, who was in the room.Plus, it’s one of the few tech unicorns that *actually* turns a profit…Jim Cramer sits down with Stitch Fix CEO Katrina Lake to discuss her success.

From Tesla to Beyond Meat to SmileDirectClub, momentum stocks have been rallying but could that be a big red flag?Going Green….as ESG investing becomes more and more prevalent, we’ll tell you why you shouldn’t count oil and gas companies out.SmileDirectClub does exactly what the company was built to try to avoid, and Wall Street is loving it.Plus, from price hikes to potential government regulation, Pfizer’s CEO joins us with what’s ahead for the company and the industry.

The future of this rally is in the hands of America’s balance sheets. We look at what to watch for as earnings season kicks off.The number of money-losing companies continues to grow. Why is that, and what does it mean for the markets?Plus, the digital payment stocks that have more room to run in 2020.

Dow 29 thousand is here but that may not be the number you want to pay attention to in this market. We’ll tell you what it is and why it matters so much to your money.Boeing’s internal email controversy. Employees described the 737 Max as “designed by clowns” who in turn are “supervised by monkeys.” We look at the fallout.Plus, so bad, it’s good? A double dose of optimism for beaten down retailer L Brands.

Chamber of Commerce CEO Tom Donohoe has a solution for the economy and America’s crumbling infrastructure. An under the radar stock that could see big gains, thanks to the housing market. Uber founder Travis Kalanick is making big bets on ‘ghost kitchens.’ Plus, NFL Hall of Famer Terrell Davis reveals his surprising Super Bowl 54 winner.

President Trump imposes new sanctions on Iran but will it be enough to deescalate tensions in the Middle East? We debate. The market seems to think the risk is off the table but are investors getting ahead of themselves? Carlos Ghosn on the run. We look at the legal predicament he could be facing now. Plus, Grubhub surges on reports that the company is looking for a buyer.

Tesla hitting an all-time high today as the positive momentum from the end of 2019 pushes into the new year…can Musk keep the winning streak going? We discuss. Institutional Investor’s top-ranked homebuilding analyst gives us his best bets for 2020. Goldman Sachs’ push into digital banking continues with a reorganization of its businesses. And in Rapid Fire: Impossible Foods launches new pork product, SpaceX’s star problem and Finland’s new work week.

The U.S. and Iran are battling it out in a war of words and the market seems to think it will stay just talk. We look at why investors don’t seem phased. Mideast tensions sending oil higher, but given the possibility for massive disruption, why isn’t it up more?Could Europe be the best money-making opportunity in the world right now? We debate.Plus, Little Caesars teams up with Doordash to offer nationwide delivery for the first time in its 60-year history.

The killing of an key Iranian military officials has markets on edge. We look at what could happen next in the region, how our allies might respond to our move and if investors should be concerned. Plus, a look at what’s ahead for the Fed this year with Dallas Fed President, Robert Kaplan. And in Rapid Fire: Apple’s come a long way, the street battles it out over L Brands, Manhattan real estate is suffering and brewers are making bets on alcohol-free beer.

With markets at all-time highs, is it time to bank some profits? We debate. Walmart’s CEO had an amazing 2019, we look back and ahead into 2020. Energy played catch-up in the last quarter after a rough start to 2019… will it continue? Plus, in Rapid Fire: UPS’ big return day, drug price hikes, Warren Buffett says no to Tiffany and the FDA cracks down on vaping.

We take a look at what to expect in the markets for 2020. What could be in store for the sports industry in 2020 with a focus on gambling with Chad Millman of the Action Network. The story of Carlos Ghosn’s turbulent year as he flees Japan. Plus, in Rapid Fire we look at the year of the burrito, Apple’s big contribution and Uber’s California lawsuit.

We debate with Jim Paulsen on whether the market is getting expensive. LaSalle Group’s Tom Gimbel tells us what to expect in the jobs market next year. Kate Rogers and Bob Derrington of Telsey Advisory break down the restaurant evolution in 2019 and the names to buy next year. Plus, Rapid Fire brings us Disney’s movie domination, Spotify’s ad call, hedge funds bad year and Bitmoji TV…which Contessa Brewer has strong words about.