Jim and Jeff discuss Microsoft after an analyst report from TD Cowen said the company is cutting spending on data centers. 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 hour by discussing the big week ahead for investors, as tech giant Nvidia gets set to report results. The desk also brought in Deirdre Bosa to discuss Apple’s expansion plans, announcing it will open a new factory for AI servers in Texas as part of a $500 billion investment in the U.S. Later in the show, Eamon Javers reported on the big DOGE demand pushback, after Elon Musk said government workers must detail their workweek or risk losing their jobs. Also in the mix; Mackenzie Sigalos detailed the largest crypto heist in history, involving $1.5 billion worth of digital assets.

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Carl Quintanilla, Jim Cramer and David Faber explored how investors should navigate the markets after Friday's sell-off – with the Dow and Nasdaq in negative territory

since President Trump's inauguration. The anchors discussed Apple's $500 billion U.S. expansion plan -- which includes building an AI server factory in Texas --

and how Trump tariffs fit into the picture. Also in focus: Billionaire Steve Cohen joins the backlash against Elon Musk's DOGE, Microsoft refutes TD Cowen’s data center note,

Warren Buffett's annual letter to Berkshire Hathaway shareholders, Starbucks layoffs, Palantir extends its one-week slide, Nike and cruise line stocks on the rise.

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