Shots fired cross the bow by candidates last night. And where we go from here. Charged with conspiracy, what the former head of Chesapeake Energy is facing. Ted olson will join us about the companys next move. But it was a big win for front runners donald trump and Hillary Clinton on super tuesday. Both winning in seven states. Clinton showing her strength with minorities in the south and trump taking on states from massachusetts to the deep south. Marco rubio landing his first win in minnesota. Here are some highlights from last night. Take a listen. Instead of building walls, were going to break down barriers and build [ applause ] build ladders of opportunity and empowerment. I am a unifier, im going to go after one person, Hillary Clinton, on the assumption shes allowed to run which is a big assumption. I dont know that shes going to be allowed to run. Take a look at the math, trump is about a quarter of the way to the delegates for the nomination. Won a majority of the 15 contests so far. I see clearly pivoted to the general already last night, jim. Look, as long as the other two guys stay and its hard to see if he loses, one of them has to drop out. Cruz or rubio. And if not, youre going to see what some people thought was the stageman like trump. Other people say, what can i say . I mean hes a great uniter of the people who are angry. Thats who hes uniting. But now, i hear, can you trump my portfolio. How do i make money off of trump . I did not get that two weeks ago. Now people want to see what is your favorite trump stock . And its become, and its not like the joke. Before itd be like a cement company because of the wall. No, no, its now like what may be, hes going to analyze what it is. There is a sense of lets build the trump portfolio and lets find out what is bad under trump, maybe its the pharmaceutical companies. Anything having to do with International Trade would be at risk, right . Let me give you one thats bad. Starbucks. Starbucks leading ambassador, leading ambassador of the United States, its the nonugly american. The book ugly american. We came there and doesnt matter what we did, we were ugly because we had our baggage. Well, i have to tell you that if i were starbucks, and i were howard schulz, id be saying, i should have run for president for heavens sake because i just think starbucks is civil. Its a civil. So you believe the people will actually overseas not go to starbucks in protest if he were to become president . I think its going to be caught up in it. Certainly among, on a list of company, he has specifically criticized, along with macys and apple and kraft, ford, and others. Well, i mean those, macys, you know, its a decision. Macys obviously doesnt need that. More worried about jc penny than they are about trump. I would be concerned that if your general electorate, which has a fabulous relation, honeywell ge, honeywell, they are doing well with china. If youve decided to take it to the chinese and not just the big that riff that was added last time for steel, but say hey listen, were going to shut them down. I dont think theyre going want to take prep or think about the Kimberly Clark diapers. They make everything there too. I know. Listen, theres no ground swell of support for mr. Trump within the Business Community. I dont think it means a thing for those who are supporting him. Right. I dont think they care in fact, its probably seen as a positive that there arent any, and there any, and people that have come out, meg whitman on sunday who are vehemently opposed to his candidacy. Whats ironic, if youre an american worker, yes, said pointblank, but hes for hes got a very old line, lyndon johnson, democratic position, when it comes to the american worker. Which is that these guys should take their jobs away. Theyre polluting and taking your jobs away. That would have been, i dont know, hew better humphrey would have said that. Youre saying trump is bad for stocks. Stop me short of that. Hes bad for stock that are international. He aint bad for kroger. I might want to go buy Department Store he likes. You know, niemann marcus, i dont know where he gets his stuff, but i do think you have to understand that the companies are that representative of the United States could feel a backlash. Especially Companies Like starbucks, which has worked so hard to be an international company, not an american company, i think you perceive this, in other words, i dont think hollywood is going to get boycotted, but if i were bob, i would not be contributing to trumps company, ive got Shanghai Disney opening up. Does apple get hurt . Which makes the bulk of its devices in china. Apple has a lot of yes, i know. Apple has a lot of stores that are visible, American Stores overseas. Look, is all this going to happen . Does he soften his rhetoric . It may be so, but if i were one of the international companies, i dont need this headache, i have the strong dollar. Now i have the president saying things where maybe ive got to do cisco has a fabulous relationship with france. Okay. Rel done a fabulous partnership. Does chuck have to go over there and say hey listen, the president , hes just the president. Pay no attention to that man behind the curtain. Hes the president of the United States. Thats different. Now, if i were them, id say hmm, you know, kind of in time. Honeywell has 7 defense. I would want to be in the defense business. I may go into the dfls business. Right. And by the way, does taser do better than smith and wesson . I dont know. I dont know. Thats why youre here. Its like president bush, kinder, gentler weapon. I dont know. Lets get to john harwood who manned the election desk all night and is looking at some of the internals this morning, hey john. I want top mention another company that trump has been ripping on the campaign trail, and thats carrier for moving its manufacturing to mexico and said he would slap a big tariff on the units coming back to the United States. Lets look ahead to the effort to stop trump. The effort, many in the Business Community are raising money to stop trump and many Establishment Republicans and as well as his rivals are trying to get together and figure out how to deny trump on the journey. Heres the road forward. First of all, look at march 8th in in michigan, thats the next big state to vote. Donald trump has got a 20point lead in michigan, john kasich hopes to demonstrate midwestern progress and try to gain some momentum there, but hes got an uphill fight. Then you go to ohio, which votes on march 15th, john case sick running closer behind donald trump. Hes got a decent chance to compete with him there, but of course donald trump gained momentum last night. Those polls could get more difficult for him. Then you go to florida, marco rubio is significantly behind. 20 points behind in the average. He has got to win that state to stay alive. Theyre going to be a lot of negative ads against donald trump in florida. And then finally, north carolina, thats another big state that votes on march the 15th, again, donald trump with a double digit lead. Ted cruz hopes to break through there, ted cruz had three victories last night, thats promising for him at least to keep alive, but this is a difficult road for all of the nontrump candidates as well as those in business and elsewhere, rallying to try to stop him, guys. Hey john, david mentioning meg whitman along with rickets and paul singer trying to lead an eigh antitrump push. How serious is that to be taken . Very seriously. All the money players who think conventionally, who share the assessment that jim was mentioning, that donald trump might be negative for american business, for the markets, the whole idea of trade conflict with china, border wall with mexico, theres going to be a lot of money put in behind that effort. This is a lastditch, and you combine that with sort of the conservative intellectuals who just like donald trump because he doesnt follow the conservative line on a lot of issues. Youre going to have a major push. Its just that from all the evidence weve seen so far, donald trump has got more in support from rank and File Republican voters than that money and opposition can overcome. Certainly a look at the counties in georgia alone would explain that, john, quite a night. Thank you very much, back at hq. Technology, obviously well talk more about honeywell, there was someone, everythings filmed these days. When they announced that carrier plant to move to mexico, which is going to boost the technology, part of their 2017 film plan. Television filmed on youtube. And you can see American Workers losing their jobs in realtime to mexico. And i can tell you, from the companies that, you know, place where i have a house in mexico, it is the state that has the most influx of german big gm plant, allison transmission. There is no doubt, this is an issue that is worth understanding, and debating, but of course you also need the other side. Which is well, anybody whos buying products is benefitting perhaps from the lower labor cost. But, and you know, were losing jobs, there is definitely something worth discussing here. The fear i think thats going to be some sort of a trade war. Again, were going way down the road here. But why shouldnt people worry . The plant that lives that is not far from me is 5 an hour, free health care, very interesting youre talking yes, the state, and Union Pacific train line. So what does it matter if it comes from the town that, what does it matter if it comes from there versus coming from detroit . Theyre pretty equal. Union pacific does a good job in both places. Not a takeover candidate that i know of. And this is the difference between Lyndon Johnsons america and the one we live from now. You can talk one way in 1963 and 64, a little different now when labor is portable and when you have the labor forces available around the world to do jobs for a lot less. And the cheapest place on earth to lake this is mexico. The bmw plant next to me, and the mercedes, and the lexus plant is next to me, its 5 an hour. 22 an hour here. Health care, fabulous in mexico. Education system in this area, fantastic. Unemployment, 4 . I mean, i dont know. Youre like a walking billboard for mexico. Well, its the great. I love the mexican. I love mexico. Its very easy to move there. Theres a ppg plant right there and a har month plant, build a car, paint the car, put the system in, bingo, car. You think there are a lot of japanese and germans when it was the labor situation was different . You get on the plane, man. Deutsche, and ive got to get some japanese. Much more difficult. Trust me. It is. Do you have any interest . No, not even a touch. Ohio. My dad was stationed in japan. That was then. Some in the red zone can speak fluent japanese. Help break the code. He can . That was one of his abilities, yes. When we come back, one of the pioneers of the u. S. Shale business, indicted for conspiracy with soil and gas leases. Well talk about that. Later on squawk alley ted olson will give us his opinion. Look at the premarket as the s p has moved 9 in less than a month. 165 points from 1810. Were back in just a minute. Steve, other than making me move stuff, what are you working on . Let me show you. Okay. Our thinkorswim Trading Platform aggregates all the options data you need in one place and lets you visualize that information for any options series. Okay, cool. Hang on a second. You can even see the anticipated range of a stock expecting earnings. Impressive. Whats up, tim. Td ameritrade. I work here at my namfive star auto care. In rocklin california. A lot of thought was put into the change to solar and we couldnt have done it without pg e. Pg e is very committed to clean energy. Working with five star auto care we looked at how we could make their business more Energy Efficient and save them money in the long run. With solar we have saved about 85 on our energy cost. With this extreme drought were using the savings from our solar system to save every last drop of water. If you are looking for ways to save energy, your first step is to call pg e. Together, were building a better california. We saw that big rally yesterday, all the Big Industries closing more than 2 . Closing at the highest levels in nearly two months. Adp, 1214,000 in february, that beats 190 as we get ready for jobs friday. And legendary investor stanley on squawk box earlier this morning talking about liquid i did turns in the markets. Weve had a huge liquidity support for a number of years, its dissipating because china was obviously buying a lot of western assets when the reserves were increasing. Now theyre decreasing. Saudi arabia, they were buying a lot of assets here when, when it was over 100 a barrel. Now theyre selling. So i think its fed stopped injecting, so i think its just the natural outgrowth. The markets themselves, natural outgrowth, the cessation of liquidity. As for yesterday, jim, market really never looked back. No. I mean yesterday was really interesting because oil stayed up, it didnt finish at the close, the high, i want to highlight a company, two companies actually, workday, which was down, and then came up, workday dove tails with sales force when you get the cloud back after what happened with linkedin. You saw fang go up, and then you saw facebook, amazon, netflix, solomon, hercules, mercury, right, suzanne, and you saw the clouds stocks go up and the others connected with apple, and then apple went up. I mean, charters calls me yesterday and says do you know that apple is positive. Whatever, apple was also a leader and the nasdaq was the leader. And then under current or takeover again, this time, csx. Yeah. Theyll go anywhere looking for an opportunity. Theyre multiple was once higher as they were taking costs out and doing things to that. Theyve been aggressive. I dont think it goes anywhere. Approval from the stb. The only one thats grandfathered is kansas city southern. Beneficial. It wouldnt be that. The base is 33 . Thats extraordinary. Switching in natural gas is amazing. Yet, is it helping . Look out, if you run a natural gas company, youre going to do an equity offer. See the weatherford deal . It was upsized, david, i was thinking that 100 million shares. But, by the way, the marathon deal worked. The devin deal worked, the herself deal worked. The new field expiration deal worked. It is the banks in 09. But if youre a banker, youre asking if youre rating, say why dont you do a deal . And they seem to be immune to one price. He was a 20 stock. Notice the underwriters, they are all the banks that they owe the money too. If youre one of the these banks, make it up somehow, nice underwriting spread. As long as oil goes up or stays up, then youre going to see fewer ultra petroleums, which are energy 21s and more mare thanes. We count down to the opening bell. Look at the premarket. More squawk on the street from the nyse is straight ahead. Opportunities arent always obvious. Sometimes they just drop in. Cme group can help you navigate risks and capture opportunities. We enable you to reach Global Markets and drive forward with broader possibilities. Cme group how the world advances. And casuper food . Is that recommend sya real thing . Cedar . Its a great school, but is it the right one for her . Is this really any better than the one you got last year . If we consolidate suppliers, whats the savings there . So should we go with the 467 horsepower . Or is a 423 enough . Good question. You ask a lot of good questions. I think we should move you into our new fund. Sure. Ok. But are you asking enough about how your wealth is managed . Wealth management at charles schwab. Lets get to a mad dash. Where are we headed . Sometimes the facts get in the way of a good story. The good story here is bernstein says the agricultural cycle has bottomed. Theyre talking about monsanto, the big fertilizer companies, but theyre talking about the Seed Companies saying this is the time you list. At the same time, when you think of seeds, you think about mon, monsanto, they produced an ugly number. Way worse than i thought. Herbicide issues. Theyre going to miss big. The question is do you go in and buy Farm Equipment and buy seed, or do you what do you do with the chemical, telling people the numbers can go higher and dupont is certain. Do you decide its an outlier or its worth a ton . Right. Well of course monsanto tried and failed for a merger. And goes and sells out to the chinese. Chinese. So there is consolidation taking place, not to mention, dupont and dow. Where the background to the merger camera out and monsanto was one of the companies mentioned. Theres an undercard. Sky every doctor who comes on my show, when is the antimonsanto faction going to play a role . It is not. Its the feed the world place. It is, you know, the protests in this country, about genetically it has nothing to do with that, its herbicide pricing. So dont read in, wait a second, the millennials have finally gotten to monsanto. They listen to the neil young album that is all about why he hates monsanto. No, it is herbicide. And i think that monsanto should be bought on weakness, but my daughter will kill me, lets say if you want to buy it, go ahead. Herbicide. Herbicide. Not to be herbalife. Right. Its a silent h, david. Silent h. Weve got the opening bell just a few minutes away here on squawk in the street. At mfs investment management, we believe in the power of active management. By debating our research to find the best investments. By looking at global and local insights to benefit from different points of view. And by consistently breaking apart risk to focus on longterm value. We actively manage with expertise and conviction. So you can invest with more certainty. Mfs. Thats the power of active management. Youre watching cnbc squawk on the street, the opening bell in 90 seconds. Big day on the heels of super tuesday. Nice beat from adp, oil of course in the news. Slew of annual meetings, including honeywell, which is a firmed q 1 and the year, and jim has spoken, youre going to hear more of that tonight on mad money. Lets take a quick listen to that. You might imagine for me this is an interesting dynamic during this process when theyre approaching us, none of these things are a big deal and you trust not a big deal, customers should not a big deal.